1. Pre-Proposal Conference January 17 th, 2013 9:00AM Jennifer Michael, IDOA Strategic Sourcing Analyst Assessment Classes Pertaining to Level III Assessor/Appraiser Certification Request for Proposal 13-45

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

3. General Information Sign-In Sheet Sign-In Sheet and PowerPoint will be posted on IDOA’s Solicitation Website Any questions answered verbally today are not official and should be submitted in writing if it will affect your response.

4. Purpose of the RFP The purpose of this RFP is to select a vendor that can satisfy the State’s need for certification classes to obtain Appraiser/Assessor Level III Certifications. It is the intent of the State to contract with a vendor that provides quality classes.

5. Scope of RFP Contractor shall provide the following services under the contract: Contractor shall schedule and teach the following five (5) courses: –Fundamentals of Real Property Appraisal –Income Approach to Value –Fundamentals of Mass Appraisal –Assessment Administration –The Uniform Standards of Professional Appraisal Practice Each of the 5 courses shall be offered at locations in the northern, central, and southern regions of Indiana. All five courses shall be offered in each region during the term of the contract. It will be the contractor’s responsibility to select the locations for each course, and will be responsible for all expenses related to reserving and leasing the facility for classroom instruction. The contract shall be for a period of one year from the date of last signature

6. Key Dates ActivityDate Issue of RFP January 11, 2013 Pre-Proposal Conference January 17, 2013 @ 9:00AM Deadline to Submit Written Questions (Submit to baarfp@idoa.IN.gov) January 23, 2013 @ 3:00PM Response to Written Questions/ RFP Amendments January 29, 2013 Submission of Proposals February 5, 2013 @ 3:00PM

7. Proposal Preparation Attachment C-Indiana Economic Impact Definition of FTE (Full-Time Equivalent) –Example: If a Respondent has 5 full time employees and is bidding on its 5 th contract, and all contracts get an equal amount of commitment from the employees then each employee commits 20% of his or her time to the new contract: 0.2 x 5 employees= 1 FTE. Attachment D-Cost Proposal –return in Excel Attachment G-Question and Answer Doc. –return in Excel

8. Business Proposal (Attachment E) Company Financial Information (Section 2.3.3) –Confidential information must be kept separate from the proposal in both hard and soft copy Contract Terms (Section 2.3.5) –Respondent should review sample State contract (attachment B) and note exceptions to State mandatory and non-mandatory clauses in Transmittal Letter

9. Technical Proposal (Attachment F) Please use the Template we have provided for you. Where appropriate, supporting documentation may be referenced. Please make sure to label any documentation you provide

10. Cost Proposal (Attachment D) The Cost Proposal Template is Attachment D and should be completed by each Respondent. The Respondent’s cost score will be based on the proposed price per student. Proposed price per student must be all inclusive, including all costs associated with administering the classes, and securing the facility for classes as outlined in the scope of work.(section 1.4)

11. Proposal Evaluation Criteria Points 1. Adherence to Mandatory RequirementsPass/Fail 2. Management Assessment/Quality (Business and Technical Proposal) 25 points 3. Cost (Cost Proposal) -30 to +30 available points (5 bonus points are available if certain criteria is met) 4. Indiana Economic Impact15 5. Buy Indiana10 6. Minority (10) and Women Business (10) Subcontractor Commitment 20 (2 bonus points are available if certain criteria is met) Total100 (107 if bonus awarded)

12. Minority and Women’s Business Enterprises Goals for Proposal - 8% Minority Business Enterprise - 8% Women’s Business Enterprise Complete Attachment A, MWBE Form - Include sub-contractor letters of commitment - Put total and percentage amounts - Commitment letter and form must match - Letters of commitment to be addressed to primes, not IDOA

14. Minority and Women’s Business Enterprises Prime Contractors must ensure that the proposed subcontractors meet the following criteria: Must be listed on the IDOA Directory of Certified Firms Each firm may only serve as once classification – MBE or WBE A Prime Contractor who is an MBE or WBE must meet subcontractor goals by using other listed certified firms. Certified Prime Contractors cannot count their own workforce or companies to meet this requirement. Must serve a commercially useful function. The firm must serve a value- added purpose on the engagement. Must provide goods or service only in the industry area for which it is certified as listed in the directory at http://www.in.gov/idoa/2352.htmhttp://www.in.gov/idoa/2352.htm Must be used to provide the goods or services specific to the contract National Corporate Diversity Plans are generally not acceptable

16. Minority and Women’s Business Enterprises TOTAL BID AMOUNT:

17. Minority and Women’s Business Enterprises Effective May, 2011, a new MWBE scoring methodology will be utilized for all RFP’s released New Process – MWBE scoring is conducted based on 20 points plus a possible 2 bonus points scale - MBE: Possible 10 points + 1 bonus point - WBE: Possible 10 points + 1 bonus Point Professional Services Scoring Methodology: - The points will be awarded on the following schedule: - Fractional percentages will be rounded up or down to the nearest whole percentage - Submissions of 0% participation will result in a deduction of 1 point in each category - The highest submission which exceeds the goal in each category will receive 11 points (10 points plus 1 bonus point). In case of a tie both firms will receive 11 points %1%2%3%4%5%6%7%8% Pts.1.252.503.755.006.257.508.7510.00

18. Minority and Women’s Business Enterprises BidderMBE %Pts.WBE %Pts.Total Pts. Bidder 112.0%10.010.0%11.021.0 Bidder 26.0%7.54.0%5.012.5 Bidder 38.0%10.08.0%10.020.0 Bidder 416.0%11.00.0%10.0 Bidder 50.0%0.0%-2.0 RFP MWBE Scoring Example

19. Questions and Answers

20. Thank You JeMichael@idoa.in.gov