UCLA-RFP-FY2021-4550-MMASL-2315 - UCLA Office of Information Technology (OIT) - Clean Energy Smart Manufacturing Innovation Institute (CESMII) ...
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UCLA-RFP-FY2021-4550-MMASL-2315
UCLA Office of Information Technology (OIT) –
Clean Energy Smart Manufacturing Innovation
Institute (CESMII)
Tools Manufacturing Business
Transformational Services
Request for Proposal
Proposal InstructionsUCLA-RFP-FY2021-4550-MMASL-2315
Tools Manufacturing Business Transformational Services RFP
Proposal Instructions
Dear Suppliers:
The University of California Los Angeles (“UCLA” or “UC”) is seeking a qualified supplier, with experience in
Smart Manufacturing and in developing tools for manufacturing business transformational services. The
Clean Energy Smart Manufacturing Innovation Institute (CESMII) operates as a program in UCLA. CESMII is
the United States’ national institute on Smart Manufacturing (“SM”), ensuring the power of change and
innovation is at the fingertips of everyone who touches manufacturing. CESMII is accelerating Smart
Manufacturing adoption through the integration of advanced sensors, data analytics, platforms and controls
to radically improve efficiency, precision, performance and energy productivity. CESMII is the Home of Smart
Manufacturing, transforming US manufacturing by dramatically reducing the cost & complexity of using real-
time data from operations to drive revenue growth and reduce operating costs to improve profitability.
CESMII is a non-profit, membership-driven service organization. Suppliers should propose cost estimates that
best reflect their understanding of the project’s scope.
Beginning February 1, 2021, the RFP may be obtained at the UC Public Bid Site (“CalUsource”) located at
CalUsource.net. Proposals must be submitted online through CalUsource on or before the Response Timeline
specified in the event. Proposals will not be accepted after this date and time. Proposals sent via email will
not be accepted. All proposals will remain available for UC acceptance for a minimum of 180 calendar days
following the RFP closing date.
The overall objective of this RFP is to select a supplier or suppliers to assist UC in establishing the most cost
effective and efficient procurement program for the Services while maintaining high standards of quality and
service. Qualified suppliers are invited to submit proposals, based on the information provided in this RFP,
with the intent to establish a business alliance with UC that will maximize the resources of both organizations
to most effectively meet UC’s needs.
Suppliers must register in CalUsource in order to access the complete RFP document. If you require assistance
with this, please contact technical support at support@gep.com.
All supplier questions must be submitted in the Discussion Forum section (icon location shown below) on or
before the Q&A Timeline specified in the event. Late submissions will not be addressed.
Discussion Forum Icon
With the exception of the designated contact as provided in this RFP event, suppliers are not permitted to
communicate with UC staff regarding this solicitation. If a supplier is found to be in violation of this provision,
UC reserves the right to reject its proposal.
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Table of Content
Proposal Instructions
A. Required Supplier Information
B. Request for Clarifications and Q&A Submission
C. Withdrawal And Republishing Of RFP And Addenda
D. Technical Proposal Format
E. Technical Proposal Content
F. Financial Proposal
G. Negotiations and Methods of Award
H. Evaluation Criteria
I. Ranking of Proposal
Attachments and Exhibits
Attachment A – Supplier’s Affidavit
Attachment B – Scope of Work
Attachment C – Financial Proposal Form
Attachment D – UC Terms and Conditions
Attachment E – Debarment and Anti-Lobby Certificate
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A. REQUIRED SUPPLIER INFORMATION
1. Communications & Addenda Regarding the RFP
a. All communications, including any requests for clarification, concerning this Request for
Proposal (“RFP”), Request for Qualification (“RFq”) or Request for Quote (“RFQ”)
(collectively, referred to as “RFP”) must be submitted via the Discussion Forum section of
this RFP within the University of California Public Bid Site (“CalUsource”).
b. The University of California (“UC”) will make any changes, additions, or deletions to the RFP
in the form of addenda uploaded CalUsource. UC will not be responsible for failure of any
prospective Supplier to receive such amendments. All addenda will become part of the RFP.
c. It is Supplier’s responsibility to read the entire RFP document, including any attachments,
references and addenda, and to comply with all requirements listed herein.
d. For instruction on how to bid, refer to the Supplier Bid Response Quick Reference Guide
under the Guidelines section of this RFP.
e. With the exception of the designated contact as provided in this RFP event, suppliers are not
permitted to communicate with other UC staff regarding this solicitation. If a supplier is
found to be in violation of this provision, UC reserves the right to disqualify any suppliers
found to be in violation.
2. Proposal Submittal and Evaluation
a. This solicitation, the evaluation of proposals, and the award of any resulting contract will be
made in conformance with applicable UC policies and California law. UC reserves the right to
withdraw this RFP at any time. All documents submitted to UC in response to this RFP will
become the exclusive property of UC and will not be returned.
b. Supplier is strongly encouraged to complete and submit its proposal (“Proposal”) in
CalUsource well before the RFP’s closing date and time to allow for the possibility of
technical problems. Late Proposals will not be accepted after the RFP’s closing date and
time.
c. Bids must follow the format specified in the RFP. The submission of a Proposal confirms that
it has been issued and reviewed by an individual authorized to enter into contracts on
behalf of Supplier.
d. Supplier must not provide superfluous materials such as marketing materials or website
links in response to or in lieu of the Discussion Forum, and may be disqualified for providing
superfluous materials. Supplier may, however, use attachments or website links to respond
to Cost Questions if Cost is directly referenced in the question and such materials respond
specifically to the question without extraneous information.
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e. Any contract(s) resulting from this RFP will be awarded to the responsive and responsible
Supplier whose Proposal, in UC’s opinion, offers the greatest benefit to UC. Proposals will be
evaluated by the UC evaluation team using the methodology set forth in Section I -
Evaluation Criteria of this RFP Proposal Instructions document.
f. UC may waive irregularities in a Proposal provided that, in UC’s judgment, such action will
not negate fair competition and will permit proper comparative evaluation of proposals.
UC’s waiver of an immaterial deviation or defect will not modify the RFP documents or
excuse Supplier from full compliance with the RFP specifications in the event a contract is
awarded to Supplier.
g. UC reserves the right to reject all proposals, make more than one award, or make no award.
Based on the results of this RFP process, UC reserves the right to request one or more
separate proposals for selected items, with a select group of suppliers, including direct
manufacturers of these products. Based on the results of such requests, UC or its locations
may enter into contracts with other suppliers to provide those products, while remaining UC
locations may buy those products through this RFP. Any contract awarded pursuant to this
RFP will incorporate the RFP requirements and specifications, as well the contents of the
Proposal as accepted by UC, and will be in writing.
h. Supplier must operate within the guidelines of all federal, state, and local labor laws and
codes. Supplier must possess all trade, professional or business licenses as may be required
by the work contemplated by this RFP.
i. Supplier will bear all costs incurred in the preparation and submission of the Proposal and
related documentation, including Supplier’s presentations to UC. If Supplier is the apparent
awardee, Supplier will bear its own costs in negotiating and finalizing an agreement with UC.
j. Several UC campuses have enabled e-commerce using hosted catalogs and punch-outs.
Supplier may be asked to comply with campus e-commerce requirements on a campus by
campus basis, but must adhere to UC system-wide policy for consistency in catalog loading
and pricing.
k. UC may visit Supplier’s site to verify that Supplier will meet the RFP specifications set forth
in the Statement of Work (“RFP Specifications”). Additionally, in assessing Supplier’s ability
to perform, UC may consider factors including but not limited to Supplier’s financial
resources, past performance with UC, references from other customers, experience,
organization, personnel, technical skills, operational controls, equipment, and quality
control.
3. Anticipated Agreement
It is the responsibility of the Bidder to carefully review all the documents included in the RFP
package, including but not limited to the anticipated agreement, which comprises the UC Terms
and Conditions of Purchase and, if applicable, the UC Appendix Data Security and HIPAA-BAA
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(collectively, the “Anticipated Agreement”). The Bidder(s) selected to become a UCLA supplier
shall be required to execute a final contract with terms consistent with those in the Anticipated
Agreement (the “Contract”). As such, UCLA requests that Bidder carefully review all terms and
conditions of the Anticipated Agreement, to ensure that Bidder can accept and comply with all
of its provisions.
If Bidder does not accept, or cannot comply with, any terms in the Anticipated Agreement,
Bidder shall identify any and all exceptions, and submit recommended language that Bidder
would find acceptable. Such exceptions and recommended language shall be submitted no later
than the RFP submission date as stated in this event.
UCLA will review any exceptions and recommended language submitted by Bidder to determine
if said exceptions and recommended language are acceptable to UCLA.
Please note that acceptance of the terms in the Anticipated Agreement (and/or identifying
exceptions and/or proposing recommended language) is one of the important criteria in the
selection of a supplier. If Bidder does not submit any exceptions and/or recommended
language, UCLA will assume that Bidder finds all of the Anticipated Agreement’s terms
acceptable, and no changes to such terms, as they appear in the Contract, will be accepted after
the Submission Date.
4. California Public Records Act
All proposals, supporting materials and related documentation are subject to the California
Public Records Act. Marking a document “confidential” or “proprietary” may not prevent its
release.
5. Insurance Requirements
If awarded a contract, Supplier must name UC as an additional insured and furnish a certificate
of insurance acceptable to UC as outlined in the Terms and Conditions set forth in the RFP.
6. Errors & Omissions
Supplier should immediately notify UC of any apparent discrepancy, error, omission, ambiguity
or lack of clarity in this RFP, any attachments, references and addenda. Supplier will not be
entitled to compensation for any error or discrepancy that appears in this RFP.
7. Federal and State Water and Air Pollution Laws
UC will not contract with entities in violation of Federal or State water or air pollution laws. To
determine if the State of California has a record that Supplier is in violation of California
pollution laws, Supplier may contact the California Air Resources Board and California Water
Resources Control Board. Supplier must disclose on an addendum to its Proposal any open
violations of water or air pollution laws, along with Supplier’s action plans to remedy the
violations.
8. Collusion among Suppliers
Collusion among Suppliers is not allowed. If there is proof of collusion among Suppliers, UC will
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reject all proposals involved in the collusive action.
9. Exclusions
Supplier is advised that some goods and/or services may be subject to pre-existing agreements
with other Suppliers, or may be outside the scope of this RFP and may not be included in any
awarded contract or may be included on a limited basis.
10. Disqualification
UC may disqualify any Supplier that does not adhere to the provisions in this Proposal Instructions
document. In addition, failure to submit the attachments listed below in the designated
Questionnaire section of the RFP in the CalUsource will result in a non-responsive bid and will not
be considered for award.
A. Attachment A - Affidavit – must be completed and signed.
B. Technical Proposal – There must be no cost, pricing or fees included in this section
C. Attachment C –Financial Proposal Forms - Suppliers must use the forms provided by UC,
and must be completed and signed.
D. Debarment Certificate – If applicable, for federally funded transactions.
E. Addenda – Each addendum, if any issued, must be signed.
11. Multiple Proposals
Supplier may not submit or be interested in more than one proposal for the same RFP; provided,
however, that a person or firm that submitted a sub-proposal to a Supplier or who has quoted
prices for goods and/or services to a Supplier is not thereby disqualified from submitting a sub-
proposal quoting prices to other Suppliers.
12. Complaints and Protests
Controversies over the solicitation or award of a contract are covered by University of California
Policy BUS-43, which is posted on the UCOP website. This policy is entitled “BFB-BUS-43
Purchases of Goods and Services; Supply Chain Management”.
13. FAIR WAGE / FAIR WORK
Supplier will be required to agree to the UC Fair Wage/Fair Work provision in UC’s Terms and
Conditions of Purchase. This provision requires supplier to warrant that it is in compliance with
applicable workplace requirements; to pay no less than the UC Fair Wage to employees who
perform the Services ($15 per hour as of 10/1/17); to be subject to interim audits by UC in this
regard; and in the case of services that exceed $100,000 per year, annually to certify completion
of an independent audit of compliance with the UC Fair Wage/Fair Work provision. Annual audits
may be performed by supplier’s independent auditor or independent internal audit department
in compliance with UC’s required audit standards and procedures. By way of illustration, UC
would consider firms listed in Inside Public Accounting’s most recent annual ranking of the 200
largest accounting firms to be acceptable independent auditors
http://insidepublicaccounting.com/newsletters/ipa-100-and-ipa-200/.
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B. REQUEST FOR CLARIFICATIONS AND Q&A SUBMISSION:
1. All supplier questions must be submitted in the Discussion Forum section (icon location shown
below) before the Q&A Timeline specified in the Event page.
2. As applicable, requests must be fully supported with all the technical data, test results, or other
pertinent information required as evidence that the substitute offered as Approved Equal is
equal to or better than that required by the specifications, to support other changes requested,
or to explain clarifications requested.
3. Questions submitted with inadequate data, information, etc., will be denied.
4. Late submissions will not be addressed.
5. Answers to suppliers’ questions will be provided in the form of an Addenda that will be added to
the RFP.
C. WITHDRAWAL AND REPUBLISHING OF RFP AND ADDENDA
1. UC reserves the right to revise or amend the RFP documents. Since the CalUsource requires RFP
events to be withdrawn to execute addenda, this RFP may be withdrawn and republished once
or multiple times between the RFP opening and closing dates.
2. Addenda will be attached in the Guidelines section of this RFP.
3. Suppliers must sign and return all addenda in the designated location in the Questionnaire
section in this RFP event. Failure to do this may render the supplier’s proposal non-responsive.
4. Suppliers are responsible for reviewing and ensuring that their response file is complete upon
acknowledging an addendum.
D. TECHNICAL PROPOSAL FORMAT
1. UC requires a specific format for all technical proposals. The proposal, not including the Exhibits,
should not exceed fifty (50) pages in length, utilizing 8.5” x 11” pages with one-inch margins and/or
not exceed 30 MB. 11” x 17” sheets may be used only for organization charts. Font size should be
no smaller than 12 point for text and or 8 point for graphics.
2. Proposals are to be prepared and submitted in such a way as to provide a straightforward, concise
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response to each requirement of this RFP. Emphasis should be placed on conformance to the RFP
instructions, responsiveness to the RFP requirements, and completeness and clarity of content.
3. Proposals should contain all required items organized in the sequence and format prescribed
referencing the section titles used in the RFP. Proposals should be presented in such a manner as
to identify any and all deficiencies, enhancements and other differences that exist between the
Supplier’s offered products and services and those which the UC has described in its specifications.
4. To fairly evaluate all proposals, UC requires a uniform proposal format. Additional information,
which enhances the Supplier’s response, may be provided in a format of the Supplier’s choice.
Technical information and descriptions directly related to the products and services proposed by
the Supplier may be provided in the form of technical bulletins and/or URLs which point to
equivalent web library information. However, information provided in either form must be concise
and directly related to the requirement in question. A direct reference to the additional
information which explains its relevance should be made in the appropriate section of the
Supplier’s proposal.
E. TECHNICAL PROPOSAL CONTENT
1. Table of Contents
Technical Proposals should include a table of contents with page numbers covering all parts
including exhibits and addenda, with sufficient detail to facilitate easy reference to all requested
information.
2. Affidavit
“Attachment A – Supplier’s Affidavit” attached to this RFP must be signed by a Supplier’s
representative authorized to bind the Supplier’s organization to the terms and conditions of this
RFP and returned with the Technical Proposal.
3. Supplier’s Qualifications, Related Experience and References as an Organization
This section of the Technical Proposal should provide a general description of the Supplier’s
background, nature of business activities, and experience providing the required products and/or
services. The Suppliers must be able to demonstrate that they meet the Smart Manufacturing
expertise requirements as posed by questions (a) through (f) below.
For each question of (a) through (f) below, please provide the following information, as
appropriate:
Explanation of experience as it relates to each item including the number of years of
experience, provide substantive details describing relevant previous work/projects;
Explanation of plan to meet each of the requirements
Identify any subcontractors/partners that will work with the supplier to meet
requirements.
Questions
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(a) Do you have at least 10 years’ of experience as a manufacturing business transformational
services tool developer working in the marketplace providing similar types of consulting
services to manufacturers? If yes, please provide references and testimonials, including
examples of engagement & experience with small/medium as well as large manufacturing
organizations.
(b) Do you have at least 10 years’ of proven domain expertise and thought leadership in Smart
Manufacturing, thorough understanding of the Smart Manufacturing landscape (challenges,
trends, opportunities), and demonstrated ability to guide stakeholders through the
landscape specific to business transformation?
(c) Please provide references towards your prior experience in the sector of Smart
Manufacturing, Industry 4.0, or Industrial Internet of Things (IIOT) that includes the
following:
Knowledge of manufacturing industry and information systems required to support
Smart Manufacturing strategies
Deep understanding of the value of information in a real time manufacturing operation.
Broad understanding of the vendor, system integrator, OEM and association landscape
for both industrial automation (OT = operational technology) and manufacturing
software (IT = information technology).
Deep understanding of industrial automation and manufacturing execution systems
(MES).
(d) Did you have prior experience working in a manufacturing environment in a senior
operations/business leadership position with Profit and Loss (P&L) responsibility?
(e) Do you have experience in demonstrating strong business acumen, including technology
investment, financial management, strategic planning, technology/product roadmapping,
business growth and program management?
(f) Do you have experience working on the management team of a technology-services based
organization (either non-profit or for-profit)? Services including training/education,
consulting, memberships, technology licensing, or software.
Please provide a statement (3 page max) covering Sub-Section 3, Questions (a) - (f).
4. Approach to working with clients on Tools for Manufacturing Business Transformational Services
project as described in the Statement of Work (SOW) document
This section of the Technical Proposal should (3 pages max):
A. Describe the Supplier’s approach to providing the Tools for Manufacturing Business
Transformational Services required as per the Statement of Work (SOW) document.
B. Discuss the supplier’s experience in providing Tools for Manufacturing Business
Transformational Services as described in the Statement of Work (SOW) document.
i. Provide a detailed resume/CV of the Supplier’s resource skills and expertise as it
relates to the requirements of this RFP.
ii. If possible, please provide non-confidential examples of other Tools for
Manufacturing Business Transformational Services work product that the Supplier
has successfully delivered to clients.
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C. Described the process of how the Supplier would successfully interface with CESMII and
provide the Tools for Manufacturing Business Transformational Services and meet all the
requirements, deliverables, and milestones as described in the Statement of Work (SOW)
document
D. Describe the supplier’s approach in communicating with clients. Provide specific
information on the supplier’s availability and responsiveness for working sessions, project
reporting, meetings, calls, emails, etc.
5. Project Plan to meet the required scope and timeline requirements
This section of the Technical Proposal should provide a detailed Project Plan (3 pages max) of how
the supplier will provide the Tools for Manufacturing Business Transformational Services to meet
the requirements, milestones and deliverables as described Statement of Work (SOW) document.
This should include a Project Plan that contains the following:
i. Description of deliverables that are SMART (Specific, Measurable, Attainable,
Relevant, and Time-bound).
ii. Demonstrate how the Project Milestones from the Statement of Work (SOW)
document will be met.
iii. Proposal of a detailed timeline that supports the Project Timeline/Scheduling
requirements the Statement of Work (SOW) document
iv. Resource plan and availability.
6. Proposal Exhibits
This section of the Technical Proposal should include the information listed below:
A. Business Information Form (BIF)
Go to the following link and complete and electronically submit the BIF. Include a copy of the
completed BIF with your proposal as the form will be directed to a separate depository when
you submit it electronically. https://ucla.app.box.com/pur-pdf-vendor-bus-info
B. Financial Statements
Include audited financial statements or equivalent data for the past two (2) years in order to
establish its financial stability and capability to perform the work specified in this RFP.
C. Synopsis of Completed Projects
Include a synopsis of similar past projects that demonstrate the Supplier organization’s
experience with the scope of services required in this RFP.
D. References
Include the company name, address, contact name, phone number and email address of
reference accounts for whom the Supplier served, within the last five (5) years, as primary
provider of similar services for clients of comparable size and complexity to UC.
E. Restrictions
Identify any restrictions that would preclude the Supplier from providing any of the products
or services requested in this RFP in a cost-effective offering.
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F. Lost Accounts
Provide a list of significant accounts the Supplier has lost during the past five (5) years. A lost
account can be defined when the Supplier has been terminated on a contract because of
unsatisfactory performance or default. Contact names and telephone numbers of affected
clients should be provided. If there is none, please state.
G. Legal Actions
Identify any pending legal actions or legal actions completed within the last five (5) years
involving your company that relate to services performed. Specifically, describe any actions
related to failure to perform, breach of contract, satisfaction of warranty claims or license
violations or right to use. If there are none, please state.
H. Licenses
Provide copies of all trade, professional, or business licenses of staff that are assigned to work
on this project.
7. Small Business Utilization and Sustainability Initiatives
This section should provide a general description of the Supplier’s small business utilization
capabilities and sustainability initiatives with regards to the following:
Small Business Utilization:
Demonstrate compliance to The Regents of the University of California policies and
procedures to facilitate the participation of small businesses, particularly small disadvantaged
or minority business enterprises, women business enterprises, and disabled veteran business
enterprises, in areas of commodity purchases and services. The University is committed to
providing procurement opportunities to diverse suppliers and dedicating an appropriate
portion of its business to small, diverse, and disadvantaged businesses.
Proposers must indicate type and size of business and which category is applicable as
specified on above.
Sustainability Initiatives:
UC is committed to responsible stewardship of resources and to demonstrating leadership in
sustainable business practices and thus will require Bidders to present their commitment to
sustainable practices as it applies to its goods and services. Bidders must describe
commitment to sustainable practices as it applies to the services what will be provided in this
RFP. Bidder Commitment to Sustainability: UC is committed to responsible stewardship of
resources and to demonstrating leadership in sustainable business practices and thus will
require Bidders to present their commitment to sustainable practices as it applies to its goods
and services.
Environmental Sustainability: Describe Bidder’s commitment to sustainable practices as it
applies to its services. Refer to the UC Presidential Policy on Sustainable Practices, and align
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Bidder’s response with the applicable categories outlined in the policy statements.
Environmentally Responsible Packaging: UC encourages its suppliers to utilize
environmentally responsible packaging and recycling practices. Bidder’s proposal must
include a statement indicating what measures will be taken to minimize the adverse effects
of packaging on the environment.
Sustainable Transportation: Describe Bidder’s program(s) for promoting sustainable
transportation practices within Bidder’s organization.
Sustainable Operations: Describe Bidder’s program(s) for promoting sustainable practices
within Bidder’s offices, warehouses, and other facilities.
F. FINANCIAL PROPOSAL
1. Supplier must use the provided Financial Proposal Form to submit all pricing associated with this
RFP.
2. “Base Bid” is the Supplier’s total costs as defined on the Financial Proposal Form for this RFP.
3. Submittal Instructions
A. Supplier must enter their Base Bid in the Financial Proposal Form.
B. Supplier must upload their completed and signed Financial Proposal Form found in the
“Attachments” section of this RFP marked “Attachment C - Financial Proposal Form”.
C. The Financial Proposal Forms must be signed by an authorized representative of the Supplier’s
organization and submitted in the “Financial Proposal” section within “Questionnaires” of the
CalUsource sourcing system.
4. Supplier must provide labor rate for the requested positions. UC reserves the right to negotiate
with Supplier for additional services and packages required. Failure to provide this information
will deem your bid unresponsive.
G. NEGOTIATIONS AND METHOD OF AWARD
1. The contract resulting from this RFP, if any, will be awarded to the responsive and responsible
Supplier offering the greatest benefit to UC, as determined by UC, when considering technical
suitability for intended UC purpose and Supplier performance potential.
2. Proposals will be examined by the campus department evaluation team (“Evaluation Team”) and
scored in accordance with the evaluation criteria stated below in Section H – EVALUATION CRITERIA
(“Criteria”). The intent of the evaluation process is to determine, through application of uniform
criteria, how effectively the proposed products and/or services satisfy UC’s requirements. In
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addition to material provided in the proposal, the evaluation team may utilize site visits, or may
request oral presentations, additional material, information, or references from the Supplier and
others.
3. The technical evaluation process may occur in two (2) stages at the option of UC.
a. Stage One (1):
i. The Evaluation Team will conduct a preliminary evaluation of each proposal. They will award
points (0 - 100) to each Criteria (“Preliminary Points”) for each proposal.
ii. Once the Preliminary Points from each member of the Evaluation Team are complete, the
Preliminary Points for each Criteria will be averaged, then the weight listed for each Criteria
in Section H – EVALUATION CRITERIA (“Weight”) will be applied to the average for each
Criteria. The sum of that number for each Criteria will be the Preliminary Technical Score
iii. The Suppliers will be ranked according to their Preliminary Technical Score from highest to
lowest.
NOTES:
If UC decides to pursue stage two (2) of the technical evaluation:
1. Only those Suppliers whose proposal earns a Preliminary Technical Score of 60 and above
will be eligible to participate (“Qualified Supplier”); and
2. Only the top Suppliers, up to a maximum of 6 will be invited to participate.
3. Proposal(s) which will not earn a Final Technical Score of 60 or greater will be disqualified.
4. IF UC decides to forego Stage Two (2) of the technical evaluation, the preliminary technical
scores on Stage One (1) will be deemed final.
b. Stage Two (2):
i. The Evaluation Team will conduct a further evaluation of the Suppliers. This may include, but
not be limited to, at UC’s option, presentation to the Evaluation Team, requests for additional
information, site visits to the Supplier's facilities, interoperability tests, reference site visits and
other means to further determine the Supplier's capabilities.
ii. At this stage, the Evaluation Team reserves the right to review and adjust their Preliminary
Points based on additional information gathered. The points provided by the Evaluation Team
at the end of stage two (2), adjusted or not, will be deemed the Final Points.
c. The Final Points will be averaged for each Criteria, then the Weights will be applied to the average
for each Criteria. The sum of that number for each Criteria will become the Final Technical Score.
If the second stage of the technical evaluation is not pursued by UC, the Preliminary Technical
Scores will be deemed the Final Technical Scores.
4. Exceptions taken for clarification, changes, deviations to the Scope of Work or terms and conditions
set forth in this RFP or the Sample Contract included in this package, or irregularities therein, may
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Proposal Instructions
Revised 1/31/2021UCLA-RFP-FY2021-4550-MMASL-2315
Tools Manufacturing Business Transformational Services RFP
Proposal Instructions
be negotiated with or corrected by the Supplier involved provided that, in the judgment of UC,
such action will not negate fair competition and will permit proper comparative evaluation of
proposal submitted. UC's waiver of an immaterial deviation or defect shall in no way modify the
RFP documents or excuse the Supplier from full compliance with the RFP specifications in the event
the contract is awarded to that Supplier.
5. For ranking purposes, the “Total Weighted Score” of the Evaluation Criteria will be weighted as
indicated in section H – EVALUATION CRITERIA and the “Raw Score” of the Supplier’s submitted
financial proposal weighted as indicated in section I – RANKING OF PROPOSALS; with a highest
possible “Total Combined Weighted Score” of 100 points.
6. The financial proposal(s) will be scored as follows:
A. The proposal with the lowest Base Bid (as defined in the Financial Proposal Form) will be
awarded a score of 100 points. This will be the Financial Score.
B. Each of the competing proposal(s) will be awarded a Financial Score using the formula below:
Raw Score of Competing Base Bid = (Lowest Base Bid/Competing Base Bid) X 100
C. This will constitute the Raw Score for the Financial Proposal Form.
7. Tabulation
a) The Weight for the Technical Proposal (as defined in section I - RANKING OF PROPOSALS) will be
applied to the Final Technical Score for each proposal to determine the Technical Weighted Score.
b) The Weight for the Financial Proposal (as defined in section I - RANKING OF PROPOSALS) will be
applied to the Financial Score for each proposal to determine the Financial Weighted Score.
c) Each supplier’s Technical Weighted Score will be added to their Financial Weighted Score to
determine their Combined Weighted Score.
8. The suppliers will be ranked according to their Combined Weighted Score from highest to lowest.
9. The supplier that earns the highest Combined Weighted Score during the ranking process will be
considered for award.
10. Should UC be unable to finalize an Agreement at a fair and reasonable price through negotiations
with the highest ranked Supplier, UC shall enter into negotiations with the next highest Supplier
and may award that contract if the parties are able to finalize an Agreement at a fair and
reasonable price. If that is unattainable, UC shall enter into negotiations with the next highest
qualified Supplier in sequence until an Agreement is reached. This process will continue until an
award is made or until UC rejects all bids.
11. Prior to contract award, UC may, at its sole discretion, seek clarification from any Supplier
regarding proposal information and may do so without notification to any other Supplier.
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Proposal Instructions
Revised 1/31/2021UCLA-RFP-FY2021-4550-MMASL-2315
Tools Manufacturing Business Transformational Services RFP
Proposal Instructions
H. EVALUATION CRITERIA
Each proposal will be awarded points based on the following criteria:
Evaluation Criteria Weighted %
A Do you have at least 10 years’ of experience as a manufacturing 35
business transformational services tool developer working in
the marketplace providing similar types of consulting services
to manufacturers? If yes, please provide references and
testimonials, including examples of engagement & experience
with small/medium as well as large manufacturing
organizations.
Do you have at least 10 years’ of proven domain expertise and
thought leadership in Smart Manufacturing, thorough
understanding of the Smart Manufacturing landscape
(challenges, trends, opportunities), and demonstrated ability to
guide stakeholders through the landscape specific to business
transformation?
Please provide references towards your prior experience in the
sector of Smart Manufacturing, Industry 4.0, or Industrial
Internet of Things (IIOT) that includes the following:
Knowledge of manufacturing industry and
information systems required to support Smart
Manufacturing strategies
Deep understanding of the value of information in
a real time manufacturing operation.
Broad understanding of the vendor, system
integrator, OEM and association landscape for both
industrial automation (OT = operational
technology) and manufacturing software (IT =
information technology).
Deep understanding of industrial automation and
manufacturing execution systems (MES).
Did you have prior experience working in a manufacturing
environment in a senior operations/business leadership
position with Profit and Loss (P&L) responsibility?
Do you have experience in demonstrating strong business
acumen, including technology investment, financial
management, strategic planning, technology/product
roadmapping, business growth and program management?
Do you have experience working on the management team of a
technology-services based organization (either non-profit or
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Proposal Instructions
Revised 1/31/2021UCLA-RFP-FY2021-4550-MMASL-2315
Tools Manufacturing Business Transformational Services RFP
Proposal Instructions
for-profit)? Services including training/education, consulting,
memberships, technology licensing, or software.
B Approach to working with clients on Tools for Manufacturing 25
Business Transformational Services project as described in the
Statement of Work (SOW) document
This section of the Technical Proposal should (3 pages max):
Describe the Supplier’s approach to providing the Tools for
Manufacturing Business Transformational Services required as
per the Statement of Work (SOW) document.
Discuss the supplier’s experience in providing Tools for
Manufacturing Business Transformational Services as described
in the Statement of Work (SOW) document.
Provide a detailed resume/CV of the Supplier’s
resource skills and expertise as it relates to the
requirements of this RFP.
If possible, please provide non-confidential examples
of other Tools for Manufacturing Business
Transformational Services work product that the
Supplier has successfully delivered to clients.
Described the process of how the Supplier would successfully
interface with CESMII and provide the Tools for Manufacturing
Business Transformational Services and meet all the
requirements, deliverables, and milestones as described in the
Statement of Work (SOW) document
Describe the supplier’s approach in communicating with
clients. Provide specific information on the supplier’s
availability and responsiveness for working sessions, project
reporting, meetings, calls, emails, etc.
C Project Plan to meet the required scope and timeline requirements 25
This section of the Technical Proposal should provide a detailed
Project Plan (3 pages max) of how the supplier will provide the
Tools for Manufacturing Business Transformational Services to
meet the requirements, milestones and deliverables as described
Statement of Work (SOW) document. This should include a
Project Plan that contains the following:
Description of deliverables that are SMART (Specific,
Measurable, Attainable, Relevant, and Time-bound).
Demonstrate how the Project Milestones from the
Statement of Work (SOW) document will be met.
Proposal of a detailed timeline that supports the Project
Timeline/Scheduling requirements the Statement of
Work (SOW) document
Resource plan and availability.
D Small Business Utilization and Sustainability 15
Certified Small Business
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Proposal Instructions
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Tools Manufacturing Business Transformational Services RFP
Proposal Instructions
Certified Veteran-Owned Business
Certified Service-Disabled Veteran-Owned Business
For large business, provide a copy of Small Business Plan
and 2-year result
Evaluated or commits to be evaluated by EcoVadis
Industry-average or better EcoVadis score
Workforce Diversity/Social Responsibility/Green
Considerations
Corporate Social Responsibility (CSR)
statement/policy/code of conduct or equivalent
Support of local community and regional businesses and
markets
Environmentally conscious business practices
I. RANKING OF PROPOSALS
Description Weight
Final Technical Score 70%
Financial Proposal (Raw Score) 30%
Combined Weighted Score 100%
[END]
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Proposal Instructions
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