E-Rate Consulting Services Request for Proposal Pre-Proposal Conference March 12, 2010 Lindsey Smith, IDOA Strategic Sourcing Analyst

Agenda General Information Purpose of RFP Scope of RFP Key Dates Proposal Preparation Proposal Evaluation Minority and Women’s Business Enterprises Question and Answer Session

General Information Sign-In Sheet for Attendees Sign-In Sheet and PowerPoint will be posted on State’s Solicitation Website Hold questions until the end of the presentation All questions must be submitted in writing by Wednesday, March 17 th

Purpose of the RFP Select a vendor to satisfy a state-wide need for E-Rate Consulting Services as necessary to obtain Universal Service discounts on Internet access and telephone services in a timely manner Vendor should provide State services at a competitive price

Scope of RFP The successful bidder will collect data required to file FCC forms –470 –471 –486 –479 –472 as necessary to obtain Universal Service discounts on Internet access and telephone services in a timely manner –For the Indiana State Library and consortium members will provide reports with pertinent data after filing

Scope of RFP Baseline is $68,000 annually on E-Rate Consulting Services (based on 2009 historical spend data) State does not guarantee future spending at these levels. Contract Term: –One (1) year from the date of contract execution –possibility of three (3) one-year renewals –totaling four (4) years.

Scope of RFP The successful bidder will –File for any new, necessary BENs –File 471 for every member of the consortium –Secure 471 certification for each member –Provide examples of responding to PIA requests for clients –File 486 for every member of the consortium –Secure 486 certification for each member –Provide a plan for support for clients in the case of site visits, reviews, or audits –File necessary forms for ISL P1 and P2 services

Key Dates ActivityDate Issue of RFP March 2, 2010 Pre-Proposal Conference March 12, 2010 Deadline to Submit Written Questions March 17, 2010 Response to Written Questions/RFP Amendments March 31, 2010 Submission of Proposals May 1, 2010 The dates for the following activities are target dates only. These activities may be completed earlier or later than the date shown. Proposal Evaluation TBD Proposal Discussions/Clarifications (if necessary) TBD Oral Presentations (if necessary) TBD Best and Final Offers (if necessary) TBD Contract Award June 1, 2010

Proposal Preparation Use the templates provided for all answers Do not alter templates If you have a package price instead of individual form filing prices, please feel free to suggest or add additional information in the “Additional Cost Information” section on the Cost Proposal Template (Attachment D)

Proposal Evaluation Summary of Evaluation Criteria: 1. Adherence to Mandatory Requirements –Pass/Fail 2. Management Assessment/Quality (Business & Technical) –25 points 3. Cost (Cost Proposal) –“-30” to “+30” points 4. Indiana Economic Impact –15 points 5. Buy Indiana –10 points 6. Minority (10) and Women Business (10) –Subcontractor Commitment 20 points * 100 Total Points (105 if bonus is awarded)

Minority and Women’s Business Enterprises Goals for Proposal –8% Minority Business Enterprise –8% Women’s Business Enterprise

Minority and Women’s Business Enterprises Attachment A –Commitment of total participation provided by Minority and Women’s Business Enterprises –Based on a $68,000 baseline

Additional Information IDOA PROCUREMENT LINKS AND NUMBERS BUYIN (8946) For Vendor Registration Questions For Inquiries Regarding Substantial Indiana Economic Impact A. Link to the developing “one stop shop” for vendor registry with IDOA and Secretary of State. B.Secretary of State of Indiana: Can be reached at (317) for registration assistance. C.See Vendor Handbook: Online version available at D.Minority and Women Owned Business Enterprises: for table of IDOA certified MBEs and WBEs. For more WBE’s information E.RFP posting and updates: Go to (select “State of Indiana Opportunities” link) Drag through table until you find desired RFP/RFI number on left-hand side and click the link.

Questions and Answers

Thank You