Request for Proposals for
Payor-Not
Date issued:
Proposal due:
Request for Proposals for
Not-Present Payment Processing
October 31, 2014
Request for Proposals for Payor-Not-Present Payment Services
TABLE OF CONTENTS
Page
I. Introduction and Schedule ...1
II. Scope of Work ...5
III. Submission Requirements ...6
IV. Evaluation and Selection Criteria ...7
V. Contract Award ...15
VI. Terms and Conditions for Receipt of Proposals ...16
VII. Contract Requirements...21
VIII. Protest Procedures ...23
Exhibit:
A. Pricing Worksheet separate document
Appendices:
A. CMD Attachment 2: Requirements for Architecture, Engineering and Professional Services Contracts, for contacts $50,000 and over document. separate document Respondents must submit the following forms:
Form 2A CMD Contract Participation form
Form 2B CMD “Good Faith” Outreach Requirements form Form 3 CMD Non-discrimination Affidavit
Form 5 CMD Employment form
The following form may be required, depending on the circumstances: Form 4 Joint Venture Participation Schedule
B. Standard Forms: Listing and Internet addresses of Forms related to B-1 Taxpayer Identification Number and Certification, to Business Tax
Declaration, and to Chapters 12B and 12C, and 14B of the S.F. Administrative Code.
Request for Proposals for
Payor-Not-Present Payment Service Processing I. Introduction and Schedule
A. General
The City and County of San Francisco (“CCSF”) solicits proposals for payor-not-present payment services (credit/debit card and E-Check) from qualified firms (“Respondents” or “Proposers”) that fully and satisfactorily meet the established Minimum Requirements and respond to the requirements and questions set forth in Section IV of this Request for Proposal for Payor-Not-Present Payment Services (“RFP”). The expected term of any contract that is
negotiated as a result of this RFP is five (5) years plus two (2) two-year extensions each extension requiring joint agreement of CCSF and the Contractor.
The objective of this RFP is selection of one or more contractors to provide safe, efficient, reliable and competitively priced payor-not-present credit/debit card and E-Check processing, authorization, settlement and associated services including exception management, convenience fee management, customer service, and reporting. The selected Respondent(s) will ensure 24 hours a day, 7 days per week processing of payor-not-present debit and credit card acceptance and E-Check origination to permit CCSF’s constituents to pay for property taxes, and other kinds of taxes, fees, licenses, reservations and other goods or services using their
credit/debit cards or by E-Check. The selected Respondent(s) will ensure the security and privacy of all transaction-related data.
B. CCSF Profile
The City and County San Francisco (“CCSF”) was incorporated on April 15, 1850. It is a chartered city and county form of government. As both a city and a county – the only such jurisdiction in California – San Francisco is unique and has a broad organizational and financial structure. Annually, CCSF generates debit and credit card payment transactions amounting to approximately $1.3 billion, $0.52 billion of which is cardholder-not-present. CCSF accepts payments in-person, online, by phone and via third party applications.
1.0 Office of the Treasurer and Tax Collector
In its role as a banker, the Office of the Treasurer and Tax Collector (“TTX”) leads this RFP for Payor-Not-Present Payment Processing.
All CCSF bank accounts are opened and overseen by the TTX and TTX will be the Contractor’s or Contractors’ primary point of contact during the term of all agreements (“Agreement”) resulting from this RFP. TTX, in coordination with the Office of the Controller, establishes and publishes CCSF-wide banking, cash management and payments policies.
TTX oversees and manages balance levels at CCSF operating banks, invests excess cash, acquires cash management and payment services on behalf of other CCSF departments and receives, reviews and approves bank Account Analysis Statements (“AA”) and non-bank payment service company invoices.
To read more about the functions and duties of TTX, please refer to the following link:
http://www.sftreasurer.org
2.0 Department of Building Inspections The Department of Building Inspection (“DBI”) ensures that life and property within the
Under the direction and management of the seven-member citizen Building Inspection Commission, DBI oversees the effective, efficient, fair and safe enforcement of the CCSF’s Building, Housing, Plumbing, Electrical, and Mechanical Codes, along with the Disability Access Regulations.
To read more about the functions and duties of the DBI, please refer to the following link: http://sfdbi.org/about-dbi
3.0 Public Utilities Commission -- San Francisco Water – Power – Sewer The San Francisco Public Utilities Commission (“SFPUC”) is a department of CCSF that provides retail drinking water and wastewater services to San Francisco, wholesale water to three Bay Area counties, and green hydroelectric and solar power to San Francisco’s municipal
departments. Its mission is to provide residential and business customers with high quality, efficient and reliable water, power and sewer services in a manner that is inclusive of environmental and community interests.
The SFPUC Customer Services Bureau is responsible for the billing and collection of utility services and is the primary point of contact for water and wastewater customers. The Bureau maintains over 170,000 water and wastewater service accounts, 2,000 municipal and retail electric services and about 500 land lease accounts totaling about $600 million in annual revenue.
To read more about the functions and duties of the SFPUC, please refer to the following link: http://www.sfwater.org
4.0 San Francisco Municipal Transportation Agency
The San Francisco Municipal Transportation Agency (“MTA”) is one of America’s oldest public transit agencies and carries over 200 million customers per year. MTA provides transit service within the CCSF 24 hours a day, 7 days a week.
MTA operates approximately eighty (80) routes throughout the CCSF with stops within 2 blocks of 90% of all residences in the CCSF. Operating historic streetcars, modern light rail vehicles, diesel buses, alternative fuel vehicles, electric trolley coaches, and the world famous cable cars, MTA’s fleet is among the most diverse in the world. MTA also oversees CCSF owned parking facilities and parking meters.
MTA also regulates the taxi industry and other vehicles for hire within CCSF; this includes management and sale of Taxi Medallions.
To read more about the functions and duties of the MTA, please refer to the following link: http://www.sfmta.org
5.0 San Francisco Recreation and Parks Department
The roots of San Francisco’s Recreation and Park Department (“RPD”) stretch back to the 1870s when city officials, responding to residents’ demands for a large public park,
established a Park Commission to oversee the development of Golden Gate Park. Over the years, many more parks were added to the system; playgrounds, athletic fields, and recreational
facilities were developed under the auspices of the Recreation Commission. In 1950, the two commissions were merged, and the modern Recreation and Park Department was born.
Today the RPD, overseen by the Recreation and Park Commission, administers more than 220 parks, playgrounds, and open spaces, including 2 outside the city limits. The system includes 25 recreation centers, 9 swimming pools, 5 golf courses and numerous tennis courts, ball diamonds, soccer fields and other sports venues. Included in the department’s
responsibilities are the Marina Yacht Harbor, Candlestick Park, the San Francisco Zoo, and the Lake Merced Complex.
The RPD employs about 850 people, from gardeners, foresters, and recreation leaders to park patrol officers, custodians, electricians, painters, and more. RDP’s mission, as it has been throughout its history, is to provide opportunities for San Francisco residents and visitors alike to gather, play, learn, relax, and enjoy nature throughout the city.
R P D B Y T H E N U M B E R S
• 4,113 acres of recreational and open space • 3,400 acres within San Francisco
• 671 marina slips
• 220 neighborhood parks
• 179 playgrounds and play areas • 82 recreation centers and clubhouses • 72 basketball courts and 151 tennis courts • 59 soccer/playfields (and growing) • 1 Family Camp
To read more about the functions and duties of the RPD, please refer to the following link:
http://sfrecpark.org/about/who-we-are
6.0 Other CCSF Departments
To read about the functions and duties of other CCSF departments, please refer to the following links:
Animal Care and Control http://www.sfgov2.org/index.aspx?page=1335
San Francisco Arts Commission http://www.sfartscommission.org/about/
San Francisco County Clerk http://www.sfgov2.org/index.aspx?page=13
Ethics Commission http://www.sfethics.org/
Film Commission http://filmsf.org/
Fire Department http://www.sf-fire.org/
Health Services System http://www6.sfgov.org/index.aspx?page=113
Public Library http://sfpl.org/
Office of Economic & Workforce http://www.oewd.org/
Development
Public Health http://www.sfdph.org/
Public Works http://sfdpw.org/
C. CCSF Card Payment Transaction Volume
FY12-13 CARD-NOT-PRESENT DEBIT & CREDIT CARD PAYMENT TRANSACTION VOLUME BY DEPARTMENT
CCSF DEPARTMENT TRANSACTION DOLLAR
ANIMAL CARE AND CONTROL 3,324 $141,838
ARTS COMMISSION 74 4,990 BUILDING INSPECTIONS 23,205 7,216,536 COUNTY CLERK 15,387 1,462,032 ETHICS COMMISSION 85 28,343 FILM COMMISSION 766 443,376 FIRE DEPARTMENT 114 27,374
HEALTH SERVICES SYSTEM 5,609 1,139,630
LIBRARY 15,130 175,282
MUNICIPAL TRANSPORTATION
AUTHORITY 458,033 18,043,616
PARKING & TRAFFIC 93,555 12,974,886
GARAGE 363,403 4,944,842
TAXI REGULATION 1,075 123,888
OFFICE OF ECONOMIC &
WORKFORCE DEVELOPMENT 4,194 1,419,040
PUBLIC HEALTH 6 1,175
PUBLIC UTILITIES COMMISSION 29,661 12,776,244
PUBLIC WORKS 5,382 2,875,954
RECREATION AND PARKS 155,340 9,111,743
SUPERIOR COURT 22,987 7,390,950
TREASURER & TAX COLLECTOR 101,717 472,876,764
CONSOLIDATED TOTAL 841,014 $535,134,887
*Note: the number of “online” credit and debit card transactions is expected to increase annually.
D. Schedule
The anticipated schedule for selecting one or more payor-not-present payment processors is:
Proposal Phase Date
RFP is issued by the CCSF October 31, 2014
Deadline for submission of written questions or requests for clarification
November 14, 2014 @ 5:00 p.m. PT
Deadline for CCSF to respond to Respondents’ questions December 1, 2014 @ 5:00 p.m. PT
Proposals due December 8, 2014 @ 5:00 p.m. PT
Oral interviews with firms selected for further consideration
Week of January 5, 2015
Notification of Selected Respondent On or before January 12, 2015
II. Scope of Work
The Scope of Work is a general guide and not a complete list of all work necessary to complete the project. The selected Respondent(s) will provide safe, efficient, reliable and competitively priced payor-not-present credit/debit card and E-Check processing including authorization, settlement and associated services (exception management, convenience fee management and reporting). The selected Respondent(s) will ensure 24 hours a day 7 days per week processing of debit and credit card acceptance and E-Check origination to permit CCSF’s constituents to pay for property taxes, and other kinds of taxes, fees, licenses, reservations and other goods or services using their credit/debit cards or by E-Check. The selected Respondent(s) will ensure the security and privacy of all transaction-related data.
The selected Respondent(s) will be expected to work cooperatively with certain (but not all) of CCSF’s current payment gateway providers, all of which are Payment Card Industry Data Security Standards (“PCI-DSS”) compliant, to accept payment instructions from those gateway providers. CCSF will, in the future, issue a Request for Proposal or Qualification for Payment Gateway Services and it is further expected that the selected Contractor will work cooperatively with vendors selected through that procurement process. Implementation of payment transaction volumes will occur over a protracted period of time as individual CCSF departments select gateway partners and activate their payor-not-present payment requirements.
CCSF accepts payor-not-present payments for taxes, fines, fees, permits, utility services and a number of other goods and services. Constituents pay by credit/debit card and by E-Check and, in certain situations, are assessed a fee for the convenience of paying by credit/debit card. Estimated online card processing volumes are reported above in Section I-C.
Certain CCSF business departments qualify for special pricing available from the card associations and the selected Respondent(s) are expected to support CCSF’s application to the card associations for these special pricing categories.
A number of CCSF business units, including TTX, currently accept payments over the Internet and in a smaller number of examples, payment is received via an interactive voice response (IVR) system or by human operator. A Respondent selected to perform these services for CCSF will be able to process payments that originate online, through an IVR or a human telephone operator.
III. Submission Requirements
Respondents may utilize this section as a “checklist” to assure completeness prior to submitting Proposals.
A. Time and Place for Submission of Proposals
1. Proposals must be received by 5:00 p.m. PT, on December 8, 2014. No late responses shall be accepted. Any responses received after the specified deadline for submission shall result in automatic disqualification.
2. All responses due to CCSF need to be sent via email at the following email
address:
3. Respondents must deliver complete and properly organized proposal packages to the below address:
Payor-Not-Present Payment Services Request for Proposal ATTN: Janet Tolenada
Office of the Treasurer & Tax Collector City & County of San Francisco
City Hall - Room 140
1 Dr. Carlton B. Goodlett Place San Francisco, CA 94102
4. TTX expects to post responses to all questions regarding this RFP by
December 1, 2015.
5. A decision by TTX is expected on or before January 12, 2015.
B. Format
For word processing documents, the department prefers that text be unjustified (i.e., with a ragged-right margin) and use a serif font (e.g., Times Roman, and not Arial), and that pages have margins of at least 1” on all sides (excluding headers and footers).
If your response is lengthy, please include a Table of Contents. You must submit an electronic version of the proposal.
C. Content
A Respondent’s proposal package must contain the following materials. Firms interested in responding to this RFP must complete this section by discussing each item and submit in the order specified below:
1. Introduction
Submit a letter of introduction with the proposal. The letter must be signed by a person authorized by your firm to obligate your firm to perform commitments contained in the proposal. Submission of the letter will constitute a representation by your firm that your firm is willing and able to perform the commitments contained in the proposal.
2. Compliance with Minimum Qualifications
Describe the Respondent’s profile by responding to Section IV – A. Demonstrate that the Respondent meets the RFP’s minimum qualifications as specified in Section IV - B of this RFP.
3. Proposal Package Checklist
The proposal package must contain the following materials. Respondents may utilize this section as a “checklist” to assure completeness prior to submitting Proposals.
a. The introduction letter.
b. A sealed envelope labeled “Section IV” containing one (1) original set and ten (10) duplicate sets of the Respondent’s responses to Section IV – A, B, & C. Include one (1) write-protected CD.
c. A separate sealed inner envelope labeled “Price Proposal” (Section IV - D) containing one (1) original “Price Proposal” and ten (10) duplicate “Price Proposals”. Include one (1) non-write protected CD of the “Price Proposal.”
IV. Evaluation and Selection Criteria
A. Respondent Profile: Experience, Management, Financial Condition and San Francisco Business Activities
General
1. Describe your company. a. Brief History
b. Ownership structure including persons and/or entities that own more than 5% of your company
c. Headquarters
d. Main Office Locations in California and San Francisco e. Management
f. Number of Employees located in San Francisco g. Years in business
h. Current business relationships with CCSF
2. Describe your business. What is the main focus of your business? What products do you offer that are relevant to this RFP? What is your primary “value proposition” and how does it differ from your competitors? Identify your key targeted customer categories and explain your competitive advantage to your key customers. Is the government sector considered a strategic customer vertical for your business?
3. Are you (or any partners in this response) a regulated business? If yes, by which government or regulatory body(ies)? If you (or your partners) are not a bank or owned by a bank, are you a licensed Money Transmitter? If yes, are you licensed in California?
4. Describe any partnering relationships that support your ability to service CCSF’s payor-not-present business needs. Is the relationship a partnership, joint venture or other
association? Explain the relationship in detail.
5. If a third party is central to your ability and capacity to support CCSF’s payor-not-present business needs, explain your contingency plans in the event that the third party is incapacitated or otherwise unable to provide the services needed to support CCSF’s business needs.
6. Provide 3 years audited financial statements for the Respondent and any key third party partners/participants including balance sheets, income statements and source & use
statements. A link to online financial statements is satisfactory]. If available, provide recent ratings from rating agencies.
Relationship Management
7. List names, titles, phone and fax numbers, and e-mail addresses, and provide brief biographies of the relationship management contacts and senior management who will oversee CCSF’s relationship.
8. Describe the relationship management teams that will service the CCSF account, as well as their functional responsibilities. Include the accessibility and availability of the primary and back up contacts to resolve urgent issues or matters relating to merchant card processing in general. Also, please specify any payment gateway and, if appropriate, merchant acquiring service experience of your organization’s staff.
Experience
9. Describe your experience providing payor-not-present processing services. Provide:
a. Number of customers at the end of 2011, 2012, 2013.
b. Number of Government customers at the end of 2011, 2021, 2013. c. Cardholder-not-present transactions processed in 2011, 2012, 2013. d. ACH, E-Check transactions processed in 2011, 2012, 2013.
10. Describe the process your customers typically follow in order to customize your service to meet organization-specific criteria.
11. What related or complementary services have you offered in the past and what do you currently offer that may be of interest to CCSF based on your assessment of the business requirements of CCSF?
12. Do you use a third party for any segment of payor-not-present payment processing services? If so, explain and provide a complete listing and history of any/all third party relationships with you.
13. What would CCSF’s volume rankings be given CCSF’s current number of transactions? What is the average annual volume of your five largest customers?
14. Describe any relevant Mergers & Acquisitions or other restructurings your organization has been involved in over the past five years. How do these changes affect current and future solution offerings? Support levels? Will any existing products be phased out in the near term?
Competitive Position
15. What differentiates your service from that of other payor-not-present payment processing providers?
16. How do you plan to stay current and competitive?
a. What approach is your company taking in the development of new and expanded services?
b. What new services or features do you plan to offer and within what time frame? 17. List industry-related associations or organizations of which your company is a member, or in which it has direct representation, including the card/payment networks and committees.
18. What is your company’s approach on influencing or providing input into policy rules or regulatory changes related to credit/debit cards and automated clearinghouse? What have been the results of your activity?
19. What formal or informal bank/vendor relationships do you have that you will leverage delivering product and services to CCSF?
References
20. Provide names, email addresses, and phone numbers of three references,
preferably similar to CCSF – or with comparable volumes and communication capabilities – who are currently using your payor-not-present payment processing services. Select a mix of long-standing and recently acquired customers.
21. Provide any additional information that is relevant to this RFP and your
capabilities to provide the services requested (e.g., product brochures, articles in trade journals, etc.).
B. Minimum Qualifications
REQUIREMENT YES NO
1. Respondent has minimum shareholder equity of $100 million
2. Respondent is or contracts to process with a Card Acquirer in good standing with Visa and MasterCard
3. Respondent is available to process all payor-not-present payment types (credit, debit cards and E-Checks) 24 x 7 365/366 days per year with a minimum uptime of 99.9%
4. Respondent is able to process payments originating on-line and by IVR 5. Respondent is able to process all Visa card types
6. Respondent is able to process all MasterCard card types 7. Respondent is able to process all Discover card types
8. Respondent is able to process all American Express Card types (CCSF to contract with American Express separately)
9. Respondent is able to deliver E-Check processing files to CCSF’s Originating Depository Financial Institution
10. Respondent meets all statutory and regulatory standards for data security (PCI-DSS, Gramm-Leach and other federal and state laws and regulations)
11. Respondent has no current negative regulatory actions pending against it (limited to card processing)
12. Respondent has minimum of five (5) years’ experience processing credit and debit cards for governments or businesses of similar sophistication as CCSF
13. Respondents will provide system controls that prohibit access by unauthorized external and internal persons
14. Respondent will apply the following pricing standards:
Card Association Interchange, Assessments and Fees will be charged as direct pass-throughs without mark-up to CCSF
Respondent fees will be established as “penny prices” for each price point assessed by Respondent
Respondent fees quoted in the Pricing Worksheet (Exhibit A) will be firm for the entire term of any Agreement resulting from this RFP including any extension periods
15. Respondent commits that it will support CCSF applications for and use of Visa and MasterCard’s special pricing for Utility Bill Pay, Government Tax Payments, and any other special pricing programs for which CCSF is or may be eligible.
16. CCSF will be the Merchants of Record and funds will always be contractually in possession of CCSF
17. Settlement transactions to CCSF’s bank account(s) will be listed separately on each MID’s merchant statements – one amount for Visa, MasterCard, American Express and Discover, and one amount for E-Checks
18. Credit Card transactions that have been authorized but not settled will be reported daily to CCSF
19. Automated/electronic procedures to reverse incorrect authorizations will be supplied and enforced
20. Procedures to identify and eliminate duplicate transactions will be supplied and enforced 21. Address Verification Service and CVV2 controls will be supplied and enforced
22. CCSF’s funds, in advance of being deposited to CCSF’s depository bank account(s), must be insured against loss either by Federal Deposit Insurance Corporation insurance or proper collateral in accordance with the laws of the State of California
YES NO 23. Visa and MasterCard transactions will be credited to CCSF’s bank account(s) in no more
than 36 business hours
24. ACH transactions will be credited to CCSF’s bank account(s) on a next business day basis with a daily transaction deadline of no earlier than 5:00 pm PT
25. For business volumes that qualify for convenience fee treatment, CCSF will annually negotiate convenience fee rates with the Respondent to be used to cover both Respondent and Gateway provider service charges
26. For business volumes on which convenience fees are to be applied, Respondent will apply the following convenience fee rules:
The paying customer will be clearly advised of the convenience fee to be applied to the transaction amount
The convenience fee will be processed as a separate transaction to the paying customer’s credit card statement
The full transaction amount will be credited to CCSF’s designated depository bank account
The convenience fee will be credited to a separate depository bank account in the name of CCSF
Each month, the Respondent will charge its fees (pass-throughs and Respondent fees) to the bank account into which the convenience fees have been credited 27. For business volumes for which convenience fees do not apply, Respondent will credit
CCSF’s depository bank account for the face value of each transaction and issue a monthly invoice for all fees (pass-throughs and Respondent fees) or debit the CCSF’s designated depository account.
28. Respondent has procedures to resolve technical issues including system outages and will notify CCSF within one (1) hour of any disruption with an expected duration of more than three (3) hours and provide status update
29. Respondent has satisfactorily tested its Business Resumption Plan (BRP) within the past 12 months and commits to testing its BRP at least one time annually
30. Respondent’s BRP is reviewed by its oversight regulator at least one time per year and has no current outstanding compliance issues with its BRP
31. Respondent will dedicate a customer service support team to respond to all telephone or e-mail inquiries from CCSF within one (1) business day
32. Respondent will dedicate a relationship support team to respond to all telephone or e-mail inquiries from CCSF within one (1) business day
33. Respondent uses a set of tools to track issues communicated by CCSF
34. Respondent’s transaction reporting system allows CCSF to download daily and historical data sets and export the data to other tools such as Excel or Access
35. Respondent’s online reporting system allows CCSF to generate ad hoc reports and arrange data based on pre-established parameters established by CCSF (Examples: reports that group data by department/agency, merchant ID, payment types and include charges assessed by the card associations and processors)
36. Respondent’s online reporting system operates with all popular web browsers on PCs, MACs, IPads, and Android tablets
37. Respondent supplies monthly and quarterly statistical reports that reflect fee and assessment trends and recommendations for cost reductions
C. Card-Not-Present Payment Processing
If you answered “YES” to all the minimum requirements above, provide responses to the following questions in order to complete the proposal:
General
1. Describe your processing capabilities for cardholder-not-present card (debit and credit) and E-Check transactions. Explain your company’s role in the process - are you an acquirer, processor, other? Describe how your services are integrated to/with third party websites and gateways.
2. What distinguishes your cardholder-not-present and E-Check processing capabilities from your competitors? Discuss your volumes, share of market, and the types of customers that you serve today. How many municipal, county governments, and utilities do you serve presently?
3. Provide a list of gateways and E-check processors certified to your system/service.
Authorization
4. Describe the authorization method (workflow, timing, messages) you recommend for CCSF. List and describe alternatives.
Settlement
5. In Pacific Times, what are your daily workflow deadlines and when are funds credited to a merchant’s account? What are the settlement transmission time frames for Visa, MasterCard, Discover, and American Express? What is the latest time that sales transactions can be transmitted to meet these settlement times? How is this deadline affected by payments
coming from different time zones?
Transaction Retrieval and Chargebacks
6. Describe the transaction retrieval request process and turnaround time. What response times do you require for transaction retrieval? How do these time frames compare to the Card Association rules?
7. CCSF requires that credit card chargebacks and other debit adjustments be
debited reported by merchant ID or a unique settlement code. Explain how you can comply with this requirement.
General Card Processing
8. Please describe how you would support a program for lowest cost routing for debit cards. What process do you use to ensure that transactions qualify for the lowest interchange category? Do you provide an annual review of account activity to help your customers identify opportunities to improve qualification rates?
9. Describe your fraud management services, including fraud-management training or awareness programs.
PCI-DSS Compliance
10. Describe your Payment Card Industry – Data Security Standards (PCI-DSS) compliance status and program. How do you maintain your compliance with the PCI standards? Identify your PCI-DSS support structure, including the compliance team, their backgrounds, and professional certifications.
11. How does your organization support your merchants’ PCI-DSS compliance efforts? What resources are available to CCSF for assistance with PCI-DSS compliance? How do you support clients who have experienced a PCI-DSS violation? Provide examples.
12. What PCI Merchant level/tier would you assign to CCSF? Explain how you arrived at this conclusion. What compliance duties will you expect from CCSF in order to initiate payor-not-present card processing? How will you support this activity?
13. Please provide the appropriate documentation of PCI-DSS compliance for all involved parties. For non-bank participants involved in servicing CCSF, provide a SAS70 Type I or II, an opinion from your auditor, or a comparable report (SSAE No. 16). Also include the Attestation of Compliance from all of your third party providers.
Communication Options
14. Describe the network monitoring system and operation and describe the monitoring and notification process if a transmission fails.
Disaster Recovery
15. Describe your local backup and/or redundant systems, including dependencies on local telecom and other utility infrastructure, as well as any high-profile landmarks or facilities. Compare the mean time to repair and network response times for your primary and backup systems.
16. Describe your “hot-site” backup capabilities in the event of a complete site
failure. How often are they tested? Describe the last time that the use of your backup system was required, the circumstances, and the length of time the backup system was in use. What is the expected time frame for becoming operational should a catastrophic event occur?
17. Describe your procedures for communicating alternate processing procedures during processing problems and disasters to clients.
Up-Time Percentage
18. What are established service levels for system availability?
19. Over the past year, what was the longest period that you were unable to authorize transactions? Describe the situation, including the source of the problem and the time it took to fix said problem.
Information Reporting
20. Describe the daily and/or monthly reconciliation reports available to the merchant.
a. Provide samples of standard reports, including detail and summary reports. b. What is the standard delivery time frame?
21. Describe ad hoc reporting capabilities and provide samples of these reports. Describe other reports available to the merchant. If a merchant needs reports from a previous period, or a specific time frame, are they readily available? How long is reporting data stored in your system?
22. Describe how multiple merchant numbers are reported and the flexibility afforded the merchant for customizing the reports. Can the merchant “roll up” specific groups for
reporting independent of others? Also, can reports be tailored to send specific sections – for example, report groups comprising a subset of merchant numbers – to different locations? Is there an additional cost for this service?
23. Provide a list of reporting capabilities that the solution supports. For example, can your solution provide the ability to report separately on unsuccessful transactions (NSF, decline, disputes) (daily, other)? Does your recommended solution include a specific chargeback reporting option or service?
24. Is historical information regarding sales, refunds, and chargebacks maintained in a database for access by the merchant? If so, what access method is available? For how many months may historical data be retrieved?
25. Are reports or other information available via the Internet, PC access, or other online method? Does your solution have the ability to download reports (including, but not limited to, CSV) from a vendor site (scheduled and ad hoc)?
26. Are you able to design reports to meet the specific needs of CCSF and deliver those reports by scheduled electronic transmission daily at pre-determined times?
27. Are Debit/Credit Card and E-Check history retained in the Respondent’s records for a minimum of seven (7) years and available for on-line access by CCSF for a minimum of ninety (90) days?
28. Can reports be tailored to specific financial accounting time schedules? How does your solution feed settlement files into an ERP?
29. Describe the training available to new users of the system, including online demonstration of your Information Reporting system.
Implementation
30. Provide a sample contract.
31. Describe the merchant implementation process (i.e., steps in the process of bringing a merchant into production) and the normal time frame for implementation. Provide a typical implementation schedule.
32. Do you have a documented implementation methodology? Please provide a description. Describe your recommended approach and timeline for implementation. What is the average, best case, and worse case "time to implement" – from the time the contract is signed until the system is fully operational – based on experience with your customer base? Discuss the variables we need to be aware of. Can you provide experienced on-site implementation
assistance? Will you provide us with access to examples of other implementations of your products?
33. Describe the merchant training process with regard to: a. Initial new merchant training.
b. Ongoing training (e.g., courses offered, frequency, location, cost, etc.). c. Updates and dissemination of industry-related rule or regulatory changes. d. New product/system releases.
34. Will you assign a dedicated Implementation Project Manager to CCSF for this project? What participation would you require from CCSF?
Customer Service
35. What are the hours of operation for the customer service unit? Specify time zone. 36. Are there established turnaround times for research items? If so, specify. What is your record for meeting established response times?
37. Do you hold regular relationship review meetings with customers to discuss the following?
a. Quality-improvement program for card processing b. Reporting frequency
c. Key performance measures D. Price Proposal
Use the attached Excel Worksheet titled “Exhibit A - Pricing Worksheet” to submit your price proposal.
E. Selection Criteria
In order to be considered for selection, a Respondent must satisfy all of the conditions set forth in Section IV - B, Minimum Qualifications. Any Respondent unable to meet these
Minimum Qualifications will be disqualified.
Proposals submitted by Respondents who satisfy the Minimum Qualifications in Section IV - B will be evaluated based on price. CCSF will enter into contract negotiations with the Respondent who satisfies the minimum requirements and submits the lowest cost proposal. If contract negotiations are not successful with the lowest cost bidder, CCSF reserves the right to negotiate with additional Respondents in ascending order of cost.
TTX has sole and absolute discretion over the selection of Respondent for interview and or contract negotiation.
V. Contract Award
TTX will select a Respondent with which TTX staff shall commence contract
negotiations. The selection of any proposal shall not imply acceptance by CCSF of all terms of the proposal, which may be subject to further negotiations and approvals before CCSF may be legally bound thereby. If a satisfactory contract cannot be negotiated in a reasonable time the TTX, in its sole discretion, may terminate negotiations with the highest ranked Respondent and begin contract negotiations with the next highest ranked Respondent.
VI. Terms and Conditions for Receipt of Proposals A. Errors and Omissions in RFP
Respondents are responsible for reviewing all portions of this RFP. Respondents are to promptly notify TTX, in writing, if the Respondent discovers any ambiguity, discrepancy, omission, or other error in the RFP. Any such notification should be directed to TTX promptly after discovery, but in no event later than five working days prior to the date for receipt of proposals. Modifications and clarifications will be made by addenda as provided below.
B. Inquiries Regarding RFP
Inquiries regarding the RFP and all oral notifications of an intent to request written modification or clarification of the RFP, must be directed to:
Payor-Not-Present Request for Proposal ATTN: Janet Tolenada
Office of the Treasurer & Tax Collector City & County of San Francisco
City Hall - Room 140
1 Dr. Carlton B. Goodlett Place San Francisco, CA 94102 [email protected]
C. Objections to RFP Terms
Should a Respondent object on any ground to any provision or legal requirement set forth in this RFP, the Respondent must, not more than ten calendar days after the RFP is issued, provide written notice to TTX setting forth with specificity the grounds for the objection. The failure of a Respondent to object in the manner set forth in this paragraph shall constitute a complete and irrevocable waiver of any such objection.
D. Change Notices
At its discretion, CCSF may make clarifications or amend this RFP at any time. In the event it becomes necessary to revise or amend any part of this RFP, all revisions, clarifications, and changes will be posted to TTX’s website www.sftreasurer.org/RFP. Respondent shall be responsible for ensuring that proposals reflect any and all amendments issued by TTX prior to the proposal due date regardless of when the proposal is submitted. Therefore, TTX
recommends respondents to check the TTX website for posting of clarifications, amendments or addenda on an ongoing basis.
E. Term of Proposal
Submission of a proposal signifies that the proposed services and prices are valid for 120 calendar days from the proposal due date and that the quoted prices are genuine and not the result of collusion or any other anti-competitive activity.
F. Revision of Proposal
A Respondent may revise a proposal on the Respondent’s own initiative at any time before the deadline for submission of proposals. The Respondent must submit the revised proposal in the same manner as the original. A revised proposal must be received on or before the proposal due date.
In no case will a statement of intent to submit a revised proposal, or commencement of a revision process, extend the proposal due date for any Respondent.
At any time during the proposal evaluation process, TTX may require a Respondent to provide oral or written clarification of its proposal. TTX reserves the right to make an award without further clarifications of proposals received.
G. Errors and Omissions in Proposal
Failure by TTX to object to an error, omission, or deviation in the proposal will in no way modify the RFP or excuse the contractor from full compliance with the specifications of the RFP or any contract awarded pursuant to the RFP.
H. Financial Responsibility
CCSF accepts no financial responsibility for any costs incurred by a firm in responding to this RFP. Submissions of the RFP will become the property of CCSF and may be used by CCSF in any way deemed appropriate.
I. Respondent’s Obligations under the Campaign Reform Ordinance
Respondents must comply with Section 1.126 of the S.F. Campaign and Governmental Conduct Code, which states:
No person who contracts with the City and County of San Francisco for the rendition of personal services, for the furnishing of any material, supplies or equipment to the City, or for selling any land or building to the City, whenever such transaction would require approval by a City elective officer, or the board on which that City elective officer serves, shall make any contribution to such an officer, or candidates for such an office, or committee controlled by such officer or candidate at any time between commencement of negotiations and the later of either (1) the termination of negotiations for such contract, or (2) three months have elapsed from the date the contract is approved by the City elective officer or the board on which that City elective officer serves.
If a Respondent is negotiating for a contract that must be approved by an elected local officer or the board on which that officer serves, during the negotiation period the Respondent is prohibited from making contributions to:
• the officer’s re-election campaign • a candidate for that officer’s office
• a committee controlled by the officer or candidate.
The negotiation period begins with the first point of contact, either by telephone, in person, or in writing, when a contractor approaches any city officer or employee about a particular contract, or a city officer or employee initiates communication with a potential contractor about a contract. The negotiation period ends when a contract is awarded or not awarded to the contractor. Examples of initial contacts include: (1) a vendor contacts a city officer or employee to promote himself or herself as a candidate for a contract; and (2) a city officer or employee contacts a contractor to propose that the contractor apply for a contract. Inquiries for information about a particular contract, requests for documents relating to a Request for Proposal, and requests to be placed on a mailing list do not constitute negotiations.
Violation of Section 1.126 may result in the following criminal, civil, or administrative penalties:
1. Criminal. Any person who knowingly or willfully violates section 1.126 is subject to a fine of up to $5,000 and a jail term of not more than six months, or both.
2. Civil. Any person who intentionally or negligently violates section 1.126 may be held liable in a civil action brought by the civil prosecutor for an amount up to $5,000.
3. Administrative. Any person who intentionally or negligently violates section 1.126 may be held liable in an administrative proceeding before the Ethics Commission
For further information, Respondents should contact the San Francisco Ethics Commission at (415) 581-2300.
J. Sunshine Ordinance
In accordance with S.F. Administrative Code Section 67.24(e), contractors’ bids, responses to RFPs and all other records of communications between the City and persons or firms seeking contracts shall be open to inspection immediately after a contract has been
awarded. Nothing in this provision requires the disclosure of a private person’s or organization’s net worth or other proprietary financial data submitted for qualification for a contract or other benefits until and unless that person or organization is awarded the contract or benefit. Information provided which is covered by this paragraph will be made available to the public upon request.
K. Public Access to Meetings and Records
If a Respondent is a non-profit entity that receives a cumulative total per year of at least $250,000 in City funds or City-administered funds and is a non-profit organization as defined in Chapter 12L of the S.F. Administrative Code, the Respondent must comply with Chapter 12L. The Respondent must include in its proposal (1) a statement describing its efforts to comply with the Chapter 12L provisions regarding public access to Respondent’s meetings and records, and (2) a summary of all complaints concerning the Respondent’s compliance with Chapter 12L that were filed with the City in the last two years and deemed by the City to be substantiated. The summary shall also describe the disposition of each complaint. If no such complaints were filed, the Respondent shall include a statement to that effect. Failure to comply with the reporting requirements of Chapter 12L or material misrepresentation in Respondent’s Chapter 12L submissions shall be grounds for rejection of the proposal and/or termination of any subsequent Agreement reached on the basis of the proposal.
L. Reservations of Rights by the City
The issuance of this RFP does not constitute an agreement by the City that any contract will actually be entered into by the City. The City expressly reserves the right at any time to:
1. Waive or correct any defect or informality in any response, proposal, or proposal procedure;
2. Reject any or all proposals; 3. Reissue a Request for Proposals;
4. Prior to submission deadline for proposals, modify all or any portion of the selection procedures, including deadlines for accepting responses, the specifications or requirements for any materials, equipment or services to be provided under this RFP, or the requirements for contents or format of the proposals;
5. Procure any materials, equipment or services specified in this RFP by any other means; or
6. Determine that no project will be pursued. M. No Waiver
No waiver by the City of any provision of this RFP shall be implied from any failure by the City to recognize or take action on account of any failure by a Respondent to observe any provision of this RFP.
N. Local Business Enterprise Goals and Outreach
The requirements of the Local Business Enterprise and Non-Discrimination in
now exists or as it may be amended in the future (collectively the “LBE Ordinance”) shall apply to this RFP.
1. LBE Subconsultant Participation Goals
The LBE subconsulting goal for this project is 0% of the total value of the goods and/or services to be procured.
Each firm responding to this solicitation shall demonstrate in its response that it has used good-faith outreach to select LBE subcontractors as set forth in S.F. Administrative Code
§§14B.8 and 14B.9, and shall identify the particular LBE subcontractors solicited and selected to be used in performing the contract. For each LBE identified as a subcontractor, the response must specify the value of the participation as a percentage of the total value of the goods and/or services to be procured, the type of work to be performed, and such information as may
reasonably be required to determine the responsiveness of the proposal. LBEs identified as subcontractors must be certified with the San Francisco Contract Monitoring Division at the time the proposal is submitted, and must be contacted by the Respondent (prime contractor) prior to listing them as subcontractors in the proposal. Any proposal that does not meet the requirements of this paragraph will be non-responsive.
In addition to demonstrating that it will achieve the level of subconsulting participation required by the contract, a Respondent shall also undertake and document in its submittal the good faith efforts required by Chapter 14B.8(C)&(D) and CMD Attachment 2, Requirements for Architecture, Engineering and Professional Services Contracts.
Proposals which fail to comply with the material requirements of S.F. Administrative Code §§14B.8 and 14B.9, CMD Attachment 2 and this RFP will be deemed non-responsive and will be rejected. During the term of the contract, any failure to comply with the level of LBE subcontractor participation specified in the contract shall be deemed a material breach of contract. Subconsulting goals can only be met with CMD-certified LBEs located in San Francisco.
2. LBE Participation
The City strongly encourages proposals from qualified LBEs. Pursuant to Chapter 14B, the following rating discount will be in effect for the award of this project for any Respondents who are certified by CMD as a LBE, or joint ventures where the joint venture partners are in the same discipline and have the specific levels of participation as identified below. Certification applications may be obtained by calling CMD at (415) 252-2500. The rating discount applies at each phase of the selection process. The application of the rating discount is as follows:
a. A 10% bid discount shall be applied to Small LBEs and Micro-LBEs bidding as primes; or
b. A 2% bid discount will be applied to an SBA-LBE, except that the 2% discount shall not be applied at any stage if it would adversely affect a Small LBE or Micro-LBE bidder.
If applying for a rating discount as a joint venture: The LBE must be an active partner in the joint venture and perform work, manage the job and take financial risks in proportion to the required level of participation stated in the proposal, and must be responsible for a clearly defined portion of the work to be performed and share in the ownership, control, management responsibilities, risks, and profits of the joint venture. The portion of the LBE joint venture’s work shall be set forth in detail separately from the work to be performed by the non-LBE joint venture partner. The LBE joint venture’s portion of the contract must be assigned a
commercially useful function.
a. All proposals submitted must include the following Contract Monitoring Division (CMD) Forms contained in the CMD Attachment 2: 1) CMD Contract Participation Form, 2) CMD “Good Faith Outreach” Requirements Form, 3) CMD
Non-Discrimination Affidavit, 4) CMD Joint Venture Form (if applicable), and 5) CMD Employment Form. If these forms are not returned with the proposal, the proposal may be determined to be non-responsive and may be rejected.
b. Please submit only two copies of the above forms with your proposal. The forms should be placed in a separate, sealed envelope labeled CMD Forms.
If you have any questions concerning the CMD Forms, you may call Romulus Asenloo, the Contract Monitoring Division Contract Compliance Officer for Office of the Treasurer & Tax Collector at 415-581-2310.
VII. Contract Requirements
A. Standard Contract Provisions
The successful Respondent will be required to enter into a contract substantially in the form of the Agreement for Professional Services, attached hereto as Appendix C. Failure to timely execute the contract, or to furnish any and all insurance certificates and policy endorsement, surety bonds or other materials required in the contract, shall be deemed an abandonment of a contract offer. The City, in its sole discretion, may select another firm and may proceed against the original selectee for damages.
Respondents are urged to pay special attention to the requirements of Administrative Code Chapters 12B and 12C, Nondiscrimination in Contracts and Benefits, (§[insert section number of “Nondiscrimination; Penalties”] in the Agreement); the Minimum Compensation Ordinance (§[insert section number of “Requiring Minimum Compensation for Covered Employee”] in the Agreement); the Health Care Accountability Ordinance (§[insert section number of “Requiring Health Benefits for Covered Employees”] in the Agreement); the First Source Hiring Program (§[insert section number of “First Source Hiring Program”] in the Agreement); and applicable conflict of interest laws (§ [insert section number of “Conflict of Interest”] in the Agreement), as set forth in paragraphs B, C, D, E and F below.
B. Nondiscrimination in Contracts and Benefits
The successful Respondent will be required to agree to comply fully with and be bound by the provisions of Chapters 12B and 12C of the San Francisco Administrative Code.
Generally, Chapter 12B prohibits the City and County of San Francisco from entering into contracts or leases with any entity that discriminates in the provision of benefits between employees with domestic partners and employees with spouses, and/or between the domestic partners and spouses of employees. The Chapter 12C requires nondiscrimination in contracts in public accommodation. Additional information on Chapters 12B and 12C is available on the CMD’s website at www.sfCMD.org.
C. Minimum Compensation Ordinance (MCO)
The successful Respondent will be required to agree to comply fully with and be bound by the provisions of the Minimum Compensation Ordinance (MCO), as set forth in S.F.
Administrative Code Chapter 12P. Generally, this Ordinance requires contractors to provide employees covered by the Ordinance who do work funded under the contract with hourly gross compensation and paid and unpaid time off that meet certain minimum requirements. For the contractual requirements of the MCO, see §[insert section number of “Requiring Minimum Compensation for Covered Employee” in the Agreement.].
For the amount of hourly gross compensation currently required under the MCO, see www.sfgov.org/olse/mco. Note that this hourly rate may increase on January 1 of each year and that contractors will be required to pay any such increases to covered employees during the term of the contract.
Additional information regarding the MCO is available on the web at www.sfgov.org/olse/mco.
D. Health Care Accountability Ordinance (HCAO)
The successful Respondent will be required to agree to comply fully with and be bound by the provisions of the Health Care Accountability Ordinance (HCAO), as set forth in S.F. Administrative Code Chapter 12Q. Contractors should consult the San Francisco Administrative Code to determine their compliance obligations under this chapter. Additional information regarding the HCAO is available on the web at www.sfgov.org/olse/hcao.
E. First Source Hiring Program (FSHP)
If the contract is for more than $50,000, then the First Source Hiring Program (Admin. Code Chapter 83) may apply. Generally, this ordinance requires contractors to notify the First Source Hiring Program of available entry-level jobs and provide the Workforce Development System with the first opportunity to refer qualified individuals for employment.
Contractors should consult the San Francisco Administrative Code to determine their compliance obligations under this chapter. Additional information regarding the FSHP is available on the web at http://www.workforcedevelopmentsf.org/ and from the First Source Hiring Administrator, (415) 401-4960.
F. Conflicts of Interest
The successful Respondent will be required to agree to comply fully with and be bound by the applicable provisions of state and local laws related to conflicts of interest, including Section 15.103 of the City's Charter, Article III, Chapter 2 of City’s Campaign and
Governmental Conduct Code, and Section 87100 et seq. and Section 1090 et seq. of the Government Code of the State of California. The successful Respondent will be required to acknowledge that it is familiar with these laws; certify that it does not know of any facts that constitute a violation of said provisions; and agree to immediately notify the City if it becomes aware of any such fact during the term of the Agreement.
Individuals who will perform work for the City on behalf of the successful Respondent might be deemed consultants under state and local conflict of interest laws. If so, such
individuals will be required to submit a Statement of Economic Interests, California Fair Political Practices Commission Form 700, to the City within ten calendar days of the City notifying the successful Respondent that the City has selected the Respondent.
VIII. Protest Procedures
A. Protest of Non-Responsiveness Determination
Within five working days of the City's issuance of a notice of non-responsiveness, any firm that has submitted a proposal and believes that the City has incorrectly determined that its proposal is non-responsive may submit a written notice of protest. Such notice of protest must be received by the City on or before the fifth working day following the City's issuance of the notice of non-responsiveness. The notice of protest must include a written statement specifying in detail each and every one of the grounds asserted for the protest. The protest must be signed by an individual authorized to represent the Respondent, and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is based. In addition, the protestor must specify facts and evidence sufficient for the City to determine the validity of the protest.
B. Protest of Contract Award
Within five working days of the City's issuance of a notice of intent to award the contract, any firm that has submitted a responsive proposal and believes that the City has incorrectly selected another Respondent for award may submit a written notice of protest. Such notice of protest must be received by the City on or before the fifth working day after the City's issuance of the notice of intent to award.
The notice of protest must include a written statement specifying in detail each and every one of the grounds asserted for the protest. The protest must be signed by an individual
authorized to represent the Respondent, and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is based. In addition, the protestor must specify facts and evidence sufficient for the City to determine the validity of the protest.
C. Delivery of Protests
All protests must be received by the due date. If a protest is mailed, the protestor bears the risk of non-delivery within the deadlines specified herein. Protests should be transmitted by a means that will objectively establish the date the City received the protest. Protests or notice of protests made orally (e.g., by telephone) will not be considered. Protests must be delivered to:
Payor-Not-Present Request for Proposal ATTN: Janet Tolenada
Office of the Treasurer & Tax Collector City & County of San Francisco
City Hall - Room 140
1 Dr. Carlton B. Goodlett Place San Francisco, CA 94102 [email protected]
Appendix B Standard Forms
The requirements described in this Appendix are separate from those described in Appendix A. Before the City can award any contract to a contractor, that contractor must file three standard City forms (items 1-3 on the chart). Because many contractors have already completed these forms, and because some informational forms are rarely revised, the City has not included them in the RFP package. Instead, this Appendix describes the forms, where to find them on the Internet (see bottom of page 2), and where to file them. If a contractor cannot get the documents off the Internet, the contractor should call (415) 554-6248 or e-mail Purchasing
([email protected]) and Purchasing will fax, mail or e-mail them to the contractor. If a contractor has already filled out items 1-3 (see note under item 3) on the chart, the
contractor should not do so again unless the contractor’s answers have changed. To find out whether these forms have been submitted, the contractor should call Vendor File Support in the Controller’s Office at (415) 554-6702.
If a contractor would like to apply to be certified as a local business enterprise, it must submit item 4. To find out about item 4 and certification, the contractor should call Contract Monitoring Division at (415) 252-2500.
Item Form name and Internet location
Form Description Return the form to;
For more info 1. Request for Taxpayer
Identification Number and Certification http://sfgsa.org/index. aspx?page=4762 www.irs.gov/pub/irs-fill/fw9.pdf
W-9 The City needs the contractor’s taxpayer ID number on this form. If a contractor has already done business with the City, this form is not necessary because the City already has the number.
Controller’s Office Vendor File Support City Hall, Room 484 San Francisco, CA 94102 (415) 554-6702 2. Business Tax Declaration http://sfgsa.org/index. aspx?page=4762
P-25 All contractors must sign this form to determine if they must register with the Tax Collector, even if not located in San Francisco. All businesses that qualify as “conducting business in San Francisco” must register with the Tax Collector
Controller’s Office Vendor File Support City Hall, Room 484 San Francisco, CA 94102 (415) 554-6702
3. S.F. Administrative Code Chapters 12B & 12C Declaration: Nondiscrimination in Contracts and Benefits
CMD- 12B-101
Contractors tell the City if their personnel policies meet the City’s requirements for nondiscrimination against protected classes of people, and
Human Rights Comm.
25 Van Ness, #800 San Francisco, CA 94102-6059
Item Form name and Internet location
Form Description Return the form to;
For more info http://sfgsa.org/index.
aspx?page=4762 In Vendor Profile Application
in the provision of benefits between employees with spouses and employees with domestic partners. Form submission is not complete if it does not include the additional documentation asked for on the form. Other forms may be required, depending on the answers on this form. Contract-by-Contract Compliance status vendors must fill out an
additional form for each contract. (415) 252-2500 4. CMD LBE Certification Application http://sfgsa.org/index. aspx?page=4762 In Vendor Profile Application
Local businesses complete this form to be certified by CMD as LBEs. Certified LBEs receive a rating bonus pursuant to Chapter 14B when bidding on City contracts. To receive the bid discount, you must be certified by CMD by the proposal due date.
Contract Monitoring Unit 25 Van Ness, #800 San Francisco, CA 94102-6059 (415) 252-2500
Where the forms are on the Internet Office of Contract Administration
Homepage: www.sfgov.org/oca/
Purchasing forms: Click on “Required Vendor Forms” under the “Information for Vendors and Contractors” banner.
Contract Monitoring Division
CMD’s homepage: http://sfgsa.org/index.aspx?page=5365 Equal Benefits forms: http://sfgsa.org/index.aspx?page=5359
