Desktop, Laptop and Tablet PORFP Procedures & Templates

These guidelines outline agency procedures for initiating and executing a Purchase Order Request for Proposals (PORFP) under the Desktop, Laptop and Tablet 2015 Master Contract. This process applies to purchases under the following Functional Areas (FA):

Desktops, Laptops, Ruggedized Laptops, Monitors and Associated Peripherals (FA I);
Tablets, Ruggedized Tablets, Monitors and Associated Peripherals (FA II);
Installation (FA III); or
Manufacturer's Hardware Maintenance (FA IV);

A purchase under FA III is only allowed in conjunction with a purchase under any combination of FA I and II. Questions regarding this process should be sent to [email protected].

PORFP Template

Award Package Checklist

Mercury Affidavit

PORFP Procedures

Identify the corresponding Desktop, Laptop and Tablet 2015 Master Contract Functional Area or Areas.
Follow ADPICS Procedures to create an agency Purchase Order (PO). The PO number becomes the “PORFP Number" used to identify the PORFP.
Complete all sections of the PORFP Template. Complete the PORFP template as follows:

Section 1 - General Information: Captures PORFP Number (ADPICS PO Number), FA selections, Manufacturer*, Small Business Reserve (SBR) designation, Minority Business Enterprise (MBE) goal for FA III**, proposal due date, and agency instructions governing the provision of products/services. The issuing Agency Procurement Officer and MBE Liaison will assess the potential for an MBE subcontractor participation goal for the PORFP and shall set a goal if appropriate.

*Only one manufacturer is allowed per PORFP.

If a MBE Sub-contracting Goal is established:

**An MBE Participation Worksheet is required for all purchases under FA III to describe the MBE goal to be achieved through subcontracting. Refer to the MBE Worksheet Guidelines and MBE Worksheet. The Worksheet is required for any PORFP issued under FA III with an issuing Agency established Goal.

Section 2 - Agency Point of Contact (POC) Information: Captures the contact information of the agency representative responsible for the PORFP.
Section 3 - Delivery Address / Worksite POC Information (if different from above): Captures the contact information of a secondary agency representative as needed if the delivery or work site address differs from the information captured in Section 2.
Section 4 – Scope of Work: The scope of work should include the following information by selected FA:

FA I and II - Detailed description of the business need, required functionality, product name and description, model numbers, quantity, and due date for delivery. If product specifics are unknown, Master Contractors may propose products based on a detailed description of the business need / required functionality.
FA III – Description of required installation services. Include any unique requirements, for example restrictions on the time of day work can be performed. Purchases under FA III must be in conjunction with purchases under FA I, II, and/or IV. NOTE - A purchase under FA III is only allowed in conjunction with a purchase under any combination of FA I, II, and/or IV.
FA IV – Description of required Manufacturer's Hardware Warranty / Maintenance and any associated deliverables. Include any unique requirements, for example restrictions on the time of day work can be performed. Indicate the start and end dates for services.

Email the PORFP to the Master Contractors in the applicable FA that sell the required manufacturer product line or supporting services. If the manufacturer is not known, email the PORFP to all Master Contractors in the FA. To create the email, go to Select Master Contractor Contact List for solicitations from the Agency Service Center page. Follow the prompts to filter, select, and export the appropriate list of Master Contractors to email.

Note - for a PORFP designated as a SBR, select and email the PORFP only to Master Contractors certified as SBRs. For agencies designated in the SBR Program, PORFPs that are not SBR only require written approval from the agency MBE / SBR liaison or designee.
Upon receipt of the PORFP, the Master Contractors should prepare and submit proposals or a Desktop, Laptop and Tablet 2015 Master Contractor Feedback Form (See Step 6 below) in response to the PORFP. Proposals should provide two separate sections as follows:

Technical Proposal

Description of the Hardware to be provided;
Transportation and delivery schedule;
Description of how the Master Contractor will provide the required installation (FA III only) and/or manufacturer's warranty and/or maintenance (FA IV only) to be provided; Master Contractors proposing under FA III must submit a Certified MBE Utilization and Fair Solicitation Affidavit and MBE Participation Schedule. See Attachment D under the Desktop, Laptop and Tablet 2015 RFP for guidance.
Warranty terms;
A statement that the Master Contractor is authorized by the manufacturer or distributor to provide Hardware or services as of the date of the proposal;
Mercury Affidavit and;
A guarantee that any operating software provided with the Hardware is virus free.

Financial Proposal

For FA I, FA II, and FA IV, the proposed price including a screen shot of the Manufacturer's Suggested Retail Price (MSRP); and
For FA III, the price for the proposed services, either fixed price or time and materials, as designed in the PORFP.

The agency POC or designee will receive proposals from the Master Contractors that choose to respond to the PORFP. If any Master Contractor fails to submit a proposal or feedback form by the proposal due date, the agency POC or designee will follow-up with the Master Contractor to request submission of a feedback form.
The agency POC or designee reviews the technical proposals for adherence to the requirements defined in the PORFP.
The agency POC or designee establishes a process to evaluate technical proposals based on the evaluation criteria in the PORFP. The evaluation will be conducted in accordance with all applicable State laws and regulations and may include requests for clarification, additional information and best and final offers.
Upon completion of technical rankings, the agency POC or designee reviews the financial bids for each qualified proposal. For FA I, FA II, FA III and FA IV the agency POC or designee will ensure the proposed pricing for the recommended proposal is at or below MSRP. For a FA III time and material PORFP, the agency POC or designee compares the financial proposal for the recommended proposal to the labor rates published for that Master Contractor. Labor rates can be found under Master Contractor Contact/Pricing Information on the Desktop-Laptop 2015 Contract Links list. If a single bid is received, a price justification is required.
Approvals of awards less than $100,000.01 are delegated to the agency. For approval of any award over $100,000.00, the agency must complete a PORFP Award Package Checklist and email it with all required parts to DGS OSP at [email protected]. .
Complete the PO created in Step 2 and post the PO according to ADPICS Procedures. Upon approval of the PO by DoIT, print, sign and fax a copy to the selected Master Contractor.
Notify all Master Contractors who submitted a proposal in response to the PORFP of the selected Master Contractor and the amount of the award.
Products will be shipped directly to the Requesting Agency address included in the PO. Agencies are responsible for following up with the Master Contractor directly concerning the status of the order, as well as subsequent invoice and product / service concerns.

ADPICS Procedures

The following outlines the procedures for Hardware and Associated Services available through the Desktop, Laptop, and Tablet 2015 Master Contract. All Executive Branch agencies are required to create releases in State ADPICS against blanket purchase order (BPO) #060B5400007. The procedures are effective July 22, 2015.
DoIT adopted two ADPICS documents for the Purchase Order Request for Proposal (PORFP) numbering structure.
Agencies should create a direct purchase order release as the PORFP number if the products requested does not contain Functional Area III, installation services.
Agencies should create a reference BPO purchase release as the PORFP number if the products and services being requested contain Functional Area III, installation services. Agencies must also be purchasing the corresponding equipment in Functional Area I and II. Only if; the issuing PORFP agency has determined there is a MBE subcontracting goal for Functional Area III.
A reference BPO allows for Minority Business Enterprise (MBE) subcontracting payment collection. Agencies should record MBE subcontractor payments (D-5 Form) in the PCHL2345 screen. Agencies can perform MBE reporting in FMIS and ANSWERS.

PART A: Purchase Order Request for Proposal (PORFP) Solicitation

ADPICS Direct PO and BPO security will be required for anyone who is planning on creating those document types in ADPICS. See your Agency FMIS coordinator to verify you have security or to fill out new forms. Also make sure the Subcontractor Entry Screen 2345 and the Subcontractor Invoice Information screen 2355 are also included in your request. Agencies are responsible for MBE reporting based on the Desktop, Laptop and Tablet 2015 Master Contract procedures
Validate or setup your agency ADPICS Initiating Department Approval Paths. (Note: This is an agency's internal approval path and should not include OSP, DoIT Procurement or the Board of Public Works).
After the ADPICS document is created, it will remain unposted in ADPICS until the PORFP award process is ready for award.
The initial vendor code on all reference BPO will default to DESKTOP, LAPTOP AND TABLET MASTER CONTRACT # 1410260407.

PART B: Award

Upon completion of the PORFP solicitation, agencies will be ready to make an award. Post the direct PO or reference BPO in ADPICS approval processing to DoIT Procurement for review & final posting. Prior to submitting the ADPICS Direct PO and BPO, agencies must also submit via email to OSP Requisitions the Desktop, Laptop and Tablet 2015 Master Contract Award Package Checklist documentation.
Select the Master Contractor to be awarded the PORFP from the PCHL2349, on the BPO Vendor Selection screen. There are many master contractors on the Desktop, Laptop and Tablet 2015 Master Contract, so use caution when selecting the awarded Master Contractor & deleting all other Master Contractors copied over when the reference BPO was created from the Desktop, Laptop and Tablet 2015 Master Contract BPO.
If the Master Contractor you want to make an award to is not on the Desktop, Laptop and Tablet 2015 Master Contract BPO, email the - Office of State Procurement (OSP) at: [email protected] and request the vendor be added (vendor must be on DoIT website as awarded a contract). Include the vendor's name, federal ID number, W9, and address .
Select the commodity from PCHL2348, BPO detail screen, for the functional area that matches the PORFP document issued to the master contractors. Delete all others that copied over to the reference BPO from the Master Desktop, Laptop and Tablet 2015 BPO.

Functional Area I - 92045-DT.FA1 Desktop, Laptops, Ruggedized Laptops, Monitors and Associated Peripherals
Functional Area II - 92045-TB.FA2 Tablets, Ruggedized Tablets, Monitors & Associated Peripherals
Functional Area III - 92045-IN.FA3 Installation Services
Functional Area IV - 92045-MN.FA4 Manufacturer's Extended Warranty

Agencies may change the DOC type or use the default. A specific DOC type is not required since the commodity codes are linked to DoIT by commodity approval processing.
The direct PO and reference BPO will automatically be routed via commodity approval processing to DoIT Procurement for review in ADPICS mailbox 060P1, level 600.
Agencies can monitor the status of the ADPICS document through ADPICS via the active document screen (PCHL 9220) or archive screen (PCHL 9230). In most cases, you will receive an email from DoIT indicating the updated document status.
After a reference BPO is authorized by DoIT Procurement and posted, the agency will need to create a purchase order (PO) release from the posted reference BPO. The PO will also need DoIT Procurement approval. No additional documentation will be required for the PO approval. After DoIT approves the PO; the agency should sign & send it to the Master Contractor awarded the PORFP.
Agencies should follow-up with the Master Contractor directly concerning the status of the initial purchase as well as subsequent invoice or service concerns.