Response to MARTA RFP
Response to MARTA RFP MARTA’s Mobility (Paratransit) Operations and Maintenance Services
RFP No. P34324 Technical Proposal Original
Proposal Submission Date MAY 15, 2015 2:00pm EST
XYZ Company
123 Fake Street Atlanta, GA 30303 Ph: 404.123.4567 Fax: 404.321.7654 Bob Smith 404.555.1234
Prepared By Melina Cardenas
Table of Contents
I)
Title Page
II)
Table of Contents
III)
Transmittal Letter
IV)
Executive Summary
V)
Technical Response to all RFP Requirements
VI)
Submittals
Attention: Contract Control (RFP P34324) Department of Contracts, Procurement & Materials 2424 Piedmont Road, N.E. Atlanta, GA 30324-3330
May 15, 2015 To: Jacqueline Holland, Senior Contract Specialist CC: Lisa DeGrace, Director Subject: III) Transmittal Letter
Dear Ms. Holland, XYZ Company (XYZ) is pleased to preseent our offer in response to the above-referenced RFP. We are located in Atlanta and have self-performed various paratransit transportation services throughout the Southeastern region of the United States. XYZ is fully-capable of fulfilling all requirements outlined in Exhibit A: Scope of Services. We have been in business in Georgia for over 15 years primarily dealing with the private arena and in the past 5 years have moved to contractng for the Department of Transportation. Throughout XYZ’s growth, we have stayed in business and continued to grow due to our high standards of service. We constantly strive exceed project expectations while following allotted timelines and ensuring we are always within budget. XYZ is the right fit for the job because we are well versed in paratransit transportation services value the trust our clients have in us and we ensure an unbeatable experience. Please direct all responss to this proposal to Bob Smith as the individual authorized to negotiate with Marrta on the company’s behalf in connection with the above-referenced project. Sincerely, [SIGNATURE] Bob Smith, President
IV) Executive Summary A) Complete Legal Name of Proponent & name of legal entities tha comprise the Proponent XYZ Company, no other legal entities comprise this company B) If proponent is a corporation or limited liability comany XYZ Company is a corporation formed in the State of Georgia, see Certificate of Incorporation below
XYZ COMPANY, INC. a Domestic Profit Corporation
Page 4
V) Technical Response to all RFP Requirements Scheduling Software A) XYZ Company will utilize MARTA’s existing route scheduling software; MARTA will maintain, repair and replace MARTA’s route scheduling software at MARTA’s sole cost and expense. I) Organizational Structure and Key Personnel a)
XYZ Company
Project Manager Bob Smith
Superintendent Joe Anderson
Subcontractor A) XYZ Company shall perform as the Prime Contractor and has not engaged in a Joint Venture. B) Resumes Please see resumes on the following pages for Bob Smith (Project Manager) and Joe Anderson (Superintendent)
C) Level of Authority The Project Manager (PM) for this project will oversee all work, supervise contractor employees, coordinate work of the design team, lead negotiations on behalf of XYZ company, eith and give direction to subcotractors, provide cost estimates, be the point of contact for communications with MARTA, attend all meetings, and sign all documents on behalf of the contractor. Page 5 The superintendent will manage subcontractors, manage the schedule direct work crews,
B) Resume Project Manager
i) Name & Title BOB SMITH (Project Manager / Primary Point of Contact) ii) Professional Background: 29+ years of experience in the transportation industry iii) Education: MBA Georgia Tech iv) Current & Past Employment: XYZ Company, ABC, Inc., Real Estate Investor Responsibilities • Team management • Project discovery and planning • Internal and external communications • Improved efficiency • Multi-team projects • Budgeting Skills Human Resource Management: Research and define job descriptions to fill department resource needs. Screen and recommend interview candidates. Integrate new hires into teams and processes. Project discovery and planning: Guide work from client needs and idea to goals and delivery. Pull together team leaders and account staff to research and define new products and budget. Build and delegate work plans, communicating progress to account executives. Accountability: Set clear expectations and goals for project teams. Track progress against timeline, milestones and budget, revise ats needed. Successes Improved bid to work structure awareness to reduce underbidding by 20%. Incorporated efficiency performance measurements into individual reviews to relate company successes to career success.
Page 6
B) Resume Superintendent
i) Name & Title JOE ANDERSON (Superintendent / Secondary Point of Contact) ii) Professional Background: 19+ years of experience in the transportation industry iii) Education: CA Regional Tech Institute (see below) iv) Current & Past Employment: XYZ Company, ABC, Inc., Kauffman & Broad Core Qualifications • Excellent written communication skills • Extensive knowledge of all construction subtrades for effective monitoring • Good interpersonal and oral communication skills • Understanding of blueprints, plans and design principles • Strong understanding of building regulations and laws • Strong ability to manage and direct others • Good monitoring for quality management Construction Superintendent Managed budget and ensured projects always came in on time and under budget. Managed job costs and implemented cost controls. Oversaw subcontractors to ensure timely completion of work. Supervised work on the job site to ensure quality standards met. Education 2003 California Regional Technical Institute, New Cityland, CA Technical Certificate in Construction Trades2001 Rolling Hills High School, New Cityland, CA High School Diploma
Page 7
V) Technical Response to all RFP Requirements Continued
C) Level of Authority The Project Manager (PM) for this project will oversee all work, supervise contractor employees, coordinate work of the design team, lead negotiations on behalf of XYZ company, eith and give direction to subcotractors, provide cost estimates, be the point of contact for communications with MARTA, attend all meetings, and sign all documents on behalf of the contractor. The superintendent will manage subcontractors, manage the schedule direct work crews, and represent XYZ Company in all matters throughout paratransits. He will also monitor the work continuously giving direction and making on the spot corrections for quality and safety as work preogresses. D) Bob Smith shall be the authorized contact person authorized to communicate and negotiate on behalf of XYZ Company. 123 Fake Street Atlanta, GA 30303 Ph: 404.123.4567 Fax: 404.321.7654 E) XYZ company does not have any outstanding business disputes with any of the following entities: i) MARTA ii) The US Department of Transportation iii) Federal Transit Administration iv) Government of the City of Atlanta v) Government of the Counties of Clayton, DeKalb and Fulton vi) Any other relevant agencies and organizations
Page 8
ii) References and Client list ii) References and Client List A) Insert three (3) written reference letter statement including name of client, name of project and contact information Reference One Name ABC Inc. Project Name Elementary Transit Services Contact Information Gina Davis 303-555-4567 [email protected] Reference Two Name HHI Associates Project Name Middle School Transit Services Contact Information Gary Smith 303-555-4567 [email protected] Reference Three Name Centeva Inc. Project Name After School Transit Services Contact Information Matt Grady 303-555-4567 [email protected]
Page 9
V) Technical Response to all RFP Requirements Continued
B) List past and present clients XYZ Company has worked for or with over the last five (5) years - use Form 8 to respond to this request
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
[email protected]
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
[email protected]
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
[email protected]
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567 Page 10
[email protected]
V) Technical Response to all RFP Requirements Continued
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
Page 11
[email protected]
V) Technical Response to all RFP Requirements Continued
A) Describe experience XYZ Company as within the last 5 years with Mobility Operations and Maintenance Services as revenue generating program. iv) Financial Information 1) Audited financial statements for the past 3 years at minimum includes the following: a. Balance Sheet b. Income statement c. Statement of change in financial position d. For 2014, MARTA will accept unaudited financial statements See following pages for the past three years’s financial statements.
Page 12
1) Audited Financials Statement 2014 A. Balance Sheet
Page 13
1) Audited Financials Statement 2014 B. Income Statement
Page 14
1) Audited Financials Statement 2014 C. Statement of Change in Financial Position
Page 15
1) Audited Financials Statement 2013 A. Balance Sheet
Page 16
1) Audited Financials Statement 2013 B. Income Statement
Page 17
1) Audited Financials Statement 2013 C. Statement of Change in Financial Position
Page 18
1) Audited Financials Statement 2012 A. Balance Sheet
Page 19
1) Audited Financials Statement 2012 B. Income Statement
Page 20
1) Audited Financials Statement 2012 C. Statement of Change in Financial Position
Page 21
2) Names and phone number of references for 2 commercial banks; to include existing relationships with Bank services, bank finance partners, credit providers, or other banking institutions. Commercial Bank One Chase Bank Phone Number 404-444-5555 Existing Relationships with Bank Services Loan Bank Finance Partners Yes Credit Providers Yes Commercial Bank Two Bank of America Phone Number 404-444-5555 Existing Relationships with Bank Services Loan Bank Finance Partners Yes Credit Providers Yes
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RFP No. P34324 Technical Proposal Original
Proposal Submission Date MAY 15, 2015 2:00pm EST
XYZ Company
123 Fake Street Atlanta, GA 30303 Ph: 404.123.4567 Fax: 404.321.7654 Bob Smith 404.555.1234
Prepared By Melina Cardenas
Table of Contents
I)
Title Page
II)
Table of Contents
III)
Transmittal Letter
IV)
Executive Summary
V)
Technical Response to all RFP Requirements
VI)
Submittals
Attention: Contract Control (RFP P34324) Department of Contracts, Procurement & Materials 2424 Piedmont Road, N.E. Atlanta, GA 30324-3330
May 15, 2015 To: Jacqueline Holland, Senior Contract Specialist CC: Lisa DeGrace, Director Subject: III) Transmittal Letter
Dear Ms. Holland, XYZ Company (XYZ) is pleased to preseent our offer in response to the above-referenced RFP. We are located in Atlanta and have self-performed various paratransit transportation services throughout the Southeastern region of the United States. XYZ is fully-capable of fulfilling all requirements outlined in Exhibit A: Scope of Services. We have been in business in Georgia for over 15 years primarily dealing with the private arena and in the past 5 years have moved to contractng for the Department of Transportation. Throughout XYZ’s growth, we have stayed in business and continued to grow due to our high standards of service. We constantly strive exceed project expectations while following allotted timelines and ensuring we are always within budget. XYZ is the right fit for the job because we are well versed in paratransit transportation services value the trust our clients have in us and we ensure an unbeatable experience. Please direct all responss to this proposal to Bob Smith as the individual authorized to negotiate with Marrta on the company’s behalf in connection with the above-referenced project. Sincerely, [SIGNATURE] Bob Smith, President
IV) Executive Summary A) Complete Legal Name of Proponent & name of legal entities tha comprise the Proponent XYZ Company, no other legal entities comprise this company B) If proponent is a corporation or limited liability comany XYZ Company is a corporation formed in the State of Georgia, see Certificate of Incorporation below
XYZ COMPANY, INC. a Domestic Profit Corporation
Page 4
V) Technical Response to all RFP Requirements Scheduling Software A) XYZ Company will utilize MARTA’s existing route scheduling software; MARTA will maintain, repair and replace MARTA’s route scheduling software at MARTA’s sole cost and expense. I) Organizational Structure and Key Personnel a)
XYZ Company
Project Manager Bob Smith
Superintendent Joe Anderson
Subcontractor A) XYZ Company shall perform as the Prime Contractor and has not engaged in a Joint Venture. B) Resumes Please see resumes on the following pages for Bob Smith (Project Manager) and Joe Anderson (Superintendent)
C) Level of Authority The Project Manager (PM) for this project will oversee all work, supervise contractor employees, coordinate work of the design team, lead negotiations on behalf of XYZ company, eith and give direction to subcotractors, provide cost estimates, be the point of contact for communications with MARTA, attend all meetings, and sign all documents on behalf of the contractor. Page 5 The superintendent will manage subcontractors, manage the schedule direct work crews,
B) Resume Project Manager
i) Name & Title BOB SMITH (Project Manager / Primary Point of Contact) ii) Professional Background: 29+ years of experience in the transportation industry iii) Education: MBA Georgia Tech iv) Current & Past Employment: XYZ Company, ABC, Inc., Real Estate Investor Responsibilities • Team management • Project discovery and planning • Internal and external communications • Improved efficiency • Multi-team projects • Budgeting Skills Human Resource Management: Research and define job descriptions to fill department resource needs. Screen and recommend interview candidates. Integrate new hires into teams and processes. Project discovery and planning: Guide work from client needs and idea to goals and delivery. Pull together team leaders and account staff to research and define new products and budget. Build and delegate work plans, communicating progress to account executives. Accountability: Set clear expectations and goals for project teams. Track progress against timeline, milestones and budget, revise ats needed. Successes Improved bid to work structure awareness to reduce underbidding by 20%. Incorporated efficiency performance measurements into individual reviews to relate company successes to career success.
Page 6
B) Resume Superintendent
i) Name & Title JOE ANDERSON (Superintendent / Secondary Point of Contact) ii) Professional Background: 19+ years of experience in the transportation industry iii) Education: CA Regional Tech Institute (see below) iv) Current & Past Employment: XYZ Company, ABC, Inc., Kauffman & Broad Core Qualifications • Excellent written communication skills • Extensive knowledge of all construction subtrades for effective monitoring • Good interpersonal and oral communication skills • Understanding of blueprints, plans and design principles • Strong understanding of building regulations and laws • Strong ability to manage and direct others • Good monitoring for quality management Construction Superintendent Managed budget and ensured projects always came in on time and under budget. Managed job costs and implemented cost controls. Oversaw subcontractors to ensure timely completion of work. Supervised work on the job site to ensure quality standards met. Education 2003 California Regional Technical Institute, New Cityland, CA Technical Certificate in Construction Trades2001 Rolling Hills High School, New Cityland, CA High School Diploma
Page 7
V) Technical Response to all RFP Requirements Continued
C) Level of Authority The Project Manager (PM) for this project will oversee all work, supervise contractor employees, coordinate work of the design team, lead negotiations on behalf of XYZ company, eith and give direction to subcotractors, provide cost estimates, be the point of contact for communications with MARTA, attend all meetings, and sign all documents on behalf of the contractor. The superintendent will manage subcontractors, manage the schedule direct work crews, and represent XYZ Company in all matters throughout paratransits. He will also monitor the work continuously giving direction and making on the spot corrections for quality and safety as work preogresses. D) Bob Smith shall be the authorized contact person authorized to communicate and negotiate on behalf of XYZ Company. 123 Fake Street Atlanta, GA 30303 Ph: 404.123.4567 Fax: 404.321.7654 E) XYZ company does not have any outstanding business disputes with any of the following entities: i) MARTA ii) The US Department of Transportation iii) Federal Transit Administration iv) Government of the City of Atlanta v) Government of the Counties of Clayton, DeKalb and Fulton vi) Any other relevant agencies and organizations
Page 8
ii) References and Client list ii) References and Client List A) Insert three (3) written reference letter statement including name of client, name of project and contact information Reference One Name ABC Inc. Project Name Elementary Transit Services Contact Information Gina Davis 303-555-4567 [email protected] Reference Two Name HHI Associates Project Name Middle School Transit Services Contact Information Gary Smith 303-555-4567 [email protected] Reference Three Name Centeva Inc. Project Name After School Transit Services Contact Information Matt Grady 303-555-4567 [email protected]
Page 9
V) Technical Response to all RFP Requirements Continued
B) List past and present clients XYZ Company has worked for or with over the last five (5) years - use Form 8 to respond to this request
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
[email protected]
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
[email protected]
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
[email protected]
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567 Page 10
[email protected]
V) Technical Response to all RFP Requirements Continued
ABC Inc. 123 Elm Street Atlanta GA Gina Daivs 303-555-4567
Page 11
[email protected]
V) Technical Response to all RFP Requirements Continued
A) Describe experience XYZ Company as within the last 5 years with Mobility Operations and Maintenance Services as revenue generating program. iv) Financial Information 1) Audited financial statements for the past 3 years at minimum includes the following: a. Balance Sheet b. Income statement c. Statement of change in financial position d. For 2014, MARTA will accept unaudited financial statements See following pages for the past three years’s financial statements.
Page 12
1) Audited Financials Statement 2014 A. Balance Sheet
Page 13
1) Audited Financials Statement 2014 B. Income Statement
Page 14
1) Audited Financials Statement 2014 C. Statement of Change in Financial Position
Page 15
1) Audited Financials Statement 2013 A. Balance Sheet
Page 16
1) Audited Financials Statement 2013 B. Income Statement
Page 17
1) Audited Financials Statement 2013 C. Statement of Change in Financial Position
Page 18
1) Audited Financials Statement 2012 A. Balance Sheet
Page 19
1) Audited Financials Statement 2012 B. Income Statement
Page 20
1) Audited Financials Statement 2012 C. Statement of Change in Financial Position
Page 21
2) Names and phone number of references for 2 commercial banks; to include existing relationships with Bank services, bank finance partners, credit providers, or other banking institutions. Commercial Bank One Chase Bank Phone Number 404-444-5555 Existing Relationships with Bank Services Loan Bank Finance Partners Yes Credit Providers Yes Commercial Bank Two Bank of America Phone Number 404-444-5555 Existing Relationships with Bank Services Loan Bank Finance Partners Yes Credit Providers Yes
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