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Public Higher Education Bulletin

 
University of Illinois System
RFP #9DGS2011

Request for Proposal: Document Handling, Scanning, Indexing and Storage

This notice has been modified
Published Thursday March 26, 2020
Amendment 5 is being published to extend the due date for proposals. Proposals are now due prior to April 28, 2020, at 3:00 PM Central Time. A document titled "9DGS2011Amendment5.pdf" has been attached to outline this change.

It is recommended that Respondents verify receipt of proposals delivered due to issues which may occur due to COVID-19.
This notice has been modified
Published Monday March 16, 2020
Amendment 4 is being published to extend the due date for proposals. Proposals are now due prior to April 2, 2020, at 3:00 PM Central Time. A document titled "9DGS2011Amendment4.pdf" has been attached to outline this change.

It is recommended that Respondents verify receipt of proposals delivered due to issues which may occur due to COVID-19.
This notice has been modified
Published Tuesday March 10, 2020
Amendment 3 is being published to extend the due date for proposals. Proposals are now due prior to March 17, 2020, at 3:00 PM Central Time. A document titled "9DGS2011Amendment3.pdf" has been attached to outline this change.
This notice has been modified
Published Wednesday February 26, 2020
The following document has been added to, and is incorporated as part of, the University's solicitation:

9DGS2011Amendment2.PDF: This document contains 1) an update to the proposal due date, and 2) responses to additional questions posed by potential respondents to this solicitation. These modifications and responses may alter your response to the University's original request for proposal, so acknowledgement of this Amendment is required. Acknowledgment of this Amendment may be demonstrated by providing a copy of the signed Amendment in Packet 1 of your proposal.

Please note that the due date has been extended. Proposals are now due prior to March 10, 2020 at 3:00 PM.
This notice has been modified
Published Monday February 24, 2020
The following documents have been added to, and are incorporated as part of, the University's solicitation:

9DGS2011Amendment1.PDF: This document contains 1) modifications to the solicitation document, 2) a modification to the pricing proposal spreadsheet, and 3) responses to questions posed by potential respondents to this solicitation. These modifications and responses may alter your response to the University's original request for proposal, so acknowledgement of this Amendment is required. Acknowledgment of this Amendment may be demonstrated by providing a copy of the signed Amendment in Packet 1 of your proposal.

9DGS2011BAAforHIPAACompliance.doc: The Awarded Respondent will be required to enter into a Business Associate Agreement (BAA) with the University to protect personal health information. The University's sample BAA has been incorporated as part of this solicitation and Respondents should provide any exceptions to this agreement in Section 9.1 of their proposal.

The due date and time for responses to be received has not been changed.
First published Thursday, January 30, 2020
Sealed proposals will be accepted below until 3:00 PM, Tuesday April 28, 2020:
At the following address:
System Purchasing and Support Services
507 E Green Street
Suite 501, MC-407
Champaign, IL 61820
The University of Illinois System seeks written proposals from providers for document handling, scanning, indexing, and storage. This includes but is not limited to:
Invoice Handling: pick up invoice from the University's US Mail post office box daily and a centralized location at the Urbana-Champaign campus weekly; open mail received, prepare documents for scanning (de-stapling, de-tagging, etc.). Handling will also include receipt of e-mailed invoices to a shared e-mail inbox.
Document/Invoice Scanning: scan documents/invoices received into a legible format with potential Optical Character Recognition. Document/Invoice scanning must account for non-standard paper sizes and documents/invoices printed on both sides of a piece of paper.
Document/Invoice Indexing: index/key-punch select data fields from the documents/invoices presented. Invoice information will be transmitted daily as described in the solicitation with an option to upgrade the University's current transmission to a new invoice processing system.
Document/Invoice Storage: provide storage and archival services for documents/invoices received/scanned/indexed. The storage must include the ability to provide hard-copy invoices upon University's or authorized University's representative's request in a timely manner as required under the University's document retention policy. Provide destruction services (shredding) of documents/invoices no longer subject to retention.
The following files are attached to this notice:
  • 9DGS2011DocumentImagingRFP.docx: is the University's request for proposal (RFP) which outlines the University's requirements and how to submit a proposal.
  • 9DGS2011DocumentImagingPricingProposal.xlsx: is for pricing proposal submission.
  • 9DGS2011BEPForms.pdf: is the Business Enterprise Program Utilization Plan and Letter of Intent, see Section 1.11 of the RFP document for more details.
  • SampleUniversityofIllinoisContract.pdf: See Section 8 of the RFP document for more details.
  • FormA.docx and FormB.docx: See Section 11 of the RFP document for more details.
As described in Section 1.5 of the RFP, a pre-submission teleconference will be held Friday February 14, 2020 at 10:00 AM Central Time. Although it is not mandatory to attend, potential respondents are strongly recommended to attend. Please have a copy of the RFP available on the call. The University will review the RFP and highlight statutory requirements for submitting a proposal which can be evaluated. Call in information for the pre-submission teleconference is:
Teleconference Phone Number: (217) 332-6338
Teleconference Pass Code: 48932472#
As described in the solicitation, Section 1.4, questions must be received no later than February 24, 2020 at 5:00 PM Central Time. Questions received prior to February 12, 2020 at 5:00 PM Central Time will be responded to on the pre-submission teleconference. All questions should be submitted to Daniel Szajna (information provided below).

For instructions on how to obtain a comprehensive purchase description, disclosure or contract forms, contact:
Daniel Szajna
System Purchasing and Support Services
507 E Green Street
Suite 501, MC-407
Champaign, IL 61820
Phone: (217) 333-2650
FAX: (217) 239-6760
Chief Procurement Officer - Ben Bagby
State Purchasing Officer - Geno Marchizza
Submit 1 original and 1 copies of the response as defined in the specifications.
The University reserves the right to accept or reject any and all responses or parts thereof.
Illinois Department of Human Rights (IDHR) eligibility number is required on all proposals, if applicable.
There is a 2 percent BEP goal for this procurement. See solicitation documentation for details.
The contract(s) for this solicitation could exceed $50,000 annually.

This transaction is subject to the State Board of Elections registration and certification requirements of Public Act 095-0971.

The State of Illinois has a policy to encourage prospective vendors to hire qualified veterans, minorities, females, persons with disabilities and ex-offenders.

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Specification Documents
  • 9DGS2011Amendment1.pdf (223 KB)
  • 9DGS2011Amendment2.pdf (179 KB)
  • 9DGS2011Amendment3.pdf (168 KB)
  • 9DGS2011Amendment4.pdf (167 KB)
  • 9DGS2011Amendment5.pdf (167 KB)
  • 9DGS2011BAAforHIPAACompliance.docx (68 KB)
  • 9DGS2011BEPForms.pdf (373 KB)
  • 9DGS2011DocumentImagingPricingProposal.xlsx (14 KB)
  • 9DGS2011DocumentImagingRFP.docx (130 KB)
  • ExhibitIIPOQueryXMLTechSpec.pdf (296 KB)
  • ExhibitIOCRInvoiceImportXMLTechSpec.pdf (611 KB)
  • FormA.docx (78 KB)
  • FormB.docx (33 KB)
  • SampleUniversityofIllinoisContract.pdf (9 MB)