RFP for Credit Card Processing and Merchant Services

Agency: City of Carrollton
State: Texas
Type of Government: State & Local
NAICS Category:
  • 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
  • 541990 - All Other Professional, Scientific, and Technical Services
Posted Date: Apr 8, 2019
Due Date: Apr 18, 2019
Solicitation No: 19-009
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page
CONTRACT STATUS Number Description Opening Date Opening Time Tab Sheet
Open to Receive 19-009

RFP for Credit Card Processing and Merchant Services

PLEASE DOWNLOAD THE DOCUMENT LISTED BELOW. THIS DOCUMENT MUST BE SUBMITTED WITH YOUR RFP AND MUST BE SUMITTED IN EXCEL FORMAT ONLY .

EXHIBIT A & B - PRICING SHEETS - PLEASE BE SURE TO CLICK ON EACH INDIVIDUAL WORKSHEET (TAB) AND COMPLETE AS DIRECTED

QUESTIONS AND ANSWERS - UPLOAD 4-8-2019

04/18/2019 1:30 PM

Attachment Preview

CITY OF CARROLLTON
GENERAL CONDITIONS
AND
SPECIFICATIONS
FOR
REQUEST FOR PROPOSAL FOR
CREDIT CARD PROCESSING
AND MERCHANT SERVICES
RFP # 19-009
CLOSING DATE:
THURSDAY, APRIL 18, 2019
1:30 PM (CST)
NOTE: ALL SUPPLEMENTAL DOCUMENTATION IS POSTED TO THE CITY’S WEBSITE AT
WWW.CITYOFCARROLLTON.COM/PURCHASING, THEN CLICK ON “CURRENT BIDS”
RFP# 19-009 Credit Card Processing & Merchant Services
TABLE OF CONTENTS
Notice to Bidders ………………………………………………………………………………………………….3
Proposal of Bidders ……………………………………………………………………………………….………4
Timeline ……………………………………………………………………………………….………………….7
General Conditions …………………………………………………………………………...…………………..8
Purpose and Background ………………………………………………………………………………………...19
Eligibility……...………….. …..………………………………………………………………………………....20
Scope of Services and Requirements…..………………………………….……………………………………..21
Proposal ……………………………………………………….…………………………………………………28
Selection Process ………………………………………………………………………………….………..........32
Exhibit A – Pricing Sheet……………………………….………………………….…………………..…...........33
Exhibit B – Questionnaire…… ………………………………………………………………………………….33
Attachment A – MID Summary Information and Equipment……………………………………………............34
Attachment B – Historical Monthly Credit Card Information…………………….…………………..…............35
Attachment C – Certifications and Affidavits…..………………………………………………………………..36
Attachment D - Non-Collusion Affidavit ………………………………………………………….……………37
Attachment E - Insurance Requirement Affidavit ................................................................................................38
Attachment F - Reference ……………………………………………………………………………………….39
Attachment G - Conflict of Interest Questionnaire ……………………………………………….……………..40
Attachment H - Certificate of Interested Parties ………………………………………………………………...43
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RFP# 19-009 Credit Card Processing & Merchant Services
NOTICE TO BIDDERS
The terms “bid” and “RFP” used in this document have the same meaning.
Sealed Request for Proposal’s will be received by the City of Carrollton at the office of Patricia Helms, Purchasing
Manager, Carrollton City Hall Building, 1945 E. Jackson Road, Carrollton, Texas 75006-1790 or via email providing
a digital signature is included, until the hour of 1:30 (CST) on the 18th day of April 2019; at which time proposals
duly delivered and submitted will be considered for supplying the following:
RFP FOR CREDIT CARD PROCESSING AND MERCHANT SERVICES
RFP # 19-009
Any proposals received after stated closing time will be returned unopened. If proposals are sent by mail to
the Purchasing Manager, the proposer shall be responsible for actual delivery of the proposal to the
Purchasing Manager before the advertised date and hour for opening of proposals. If mail is delayed by
the postal service, courier service, an internet service provider or in the internal mail system of the City
of Carrollton beyond the date and hour set for the request for proposal opening, request for proposals
thus delayed will not be considered and will be returned unopened.
Information concerning the proposal specifications may be obtained by emailing
treasuryrfp@cityofcarrollton.com. Please do not send your RFP response to this email address.
Information on the bid/proposal process/procedures may be obtained from Patricia Helms, Purchasing Manager
at (972) 466-3115 or purchasing@cityofcarrollton.com.
Until the final award by the city of Carrollton, said City reserves the right to reject any and/or all bids, to waive
technicalities, to re-advertise, to proceed otherwise when the best interests of said City will be realized hereby. Bids
will be submitted sealed and plainly marked with the date and time of opening.
The City of Carrollton Municipal Building is wheelchair accessible. For accommodations needed for bid openings,
please contact the Purchasing Office 72 hours in advance at (972) 466-3133.
CITY OF CARROLLTON, TEXAS
Patricia Helms, Purchasing Manager
Publication Dates: Sunday, March 24, 2019 & Sunday, March 31, 219
Closing Date:
Thursday, April 18, 2019 @ 1:30 (CST)
3
RFP# 19-009 Credit Card Processing & Merchant Services
PROPOSAL OF BIDDERS
Page 1 of 3
All:
The following proposal is made for furnishing the materials/services for the city of Carrollton, Texas.
The undersigned declares that the amount and nature of the materials/services required is understood and that this
proposal is in strict accordance with the requirements of the RFP and is a part of this bid, and that there will at no
time be a misunderstanding as to the intent of the specifications or conditions to be overcome or pleaded after the
bids are opened.
The proposer shall not discriminate on the basis of race, color, national origin, or sex in the award and performance
of any Department of Transportation (DOT)-assisted contract or in the administration of its Disadvantaged
Business Enterprise (DBE) program or the requirements 49 CFR part 26. The proposer shall take all-necessary
and reasonable steps under 49 CFR part 26 to ensure nondiscrimination in the award and administration of DOT-
assisted contracts. The recipient's DBE program, as required by 49 CFR part 26 and as approved by DOT, is
incorporated by reference in this agreement. Implementation of this program is a legal obligation and failure to
carry out its terms shall be treated as a violation of this agreement. Upon notification to the recipient of its failure
to carry out its approved program, the Department may impose sanctions as provided for under 49 CFR part 26
and may, in appropriate cases, refer the matter for enforcement under 18 U.S.C. 1001 and/or the Program Fraud
Civil Remedies Act of 1986 (31 U.S.C. 3801 et seq.).
Further, pursuant to City of Carrollton Ordinance No. 3896, Contractor shall not discriminate against any
individual due to age, race, sex, religion, national origin, sexual orientation, gender identity, pregnancy, or
political beliefs.
The undersigned hereby proposes to furnish any supplies or equipment necessary for this bid/rfp, F.O.B.
Carrollton, Texas, freight pre-paid at the unit prices quoted herein after notice of bid award. The undersigned
affirms that they are duly authorized to execute this contract that this company, corporation, firm, partnership or
individual and has not prepared this bid in collusion with any other bidder, and that the contents of this bid as to
prices, terms or conditions of said bid have not been communicated by the undersigned nor by any employee or
agent to any other person engaged in this type of business prior to the official opening of this type of business
prior to the official opening of this bid.
Texas Government Code §2270.002 forbids Texas government entities from contracting with any company that
excludes or boycotts Israel, or will do so doing the term of a contract. Also, Texas Government Code §2252.152
prohibits Texas governments from contracting with companies who do business with Iran, Sudan, or foreign
terrorist organizations. If Bidder or Bidder’s company boycotts Israel or will boycott Israel during the contract,
does business with Iran, Sudan, a terrorist organization, or is an organization listed with the Texas Comptroller
Pursuant to Chapter 2252 of the Texas Government Code, you must disclose this in your bid response and provide
details of such business.
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RFP# 19-009 Credit Card Processing & Merchant Services
PROPOSAL OF BIDDERS
Page 2 of 3
In addition, the Vendor who wins a bid/proposal award must guarantee that they will not employ a subcontractor
in the performance of the bid award who falls under either law. Submission of a bid proposal shall be deemed an
affirmative statement that Bidder does not and will not boycott Israel, and Bidder does not and will contract with
Iran, Sudan, or any terrorist organization. If you need to provide the city any detail regarding these new laws,
please attach details as needed.
Please sign on the line below as verification that your company is not excluded from contracting with the city
of Carrollton by either Texas law, and will remain in compliance with all of the above for the term of the bid
award.
SIGNATURE: ____________________________________________________________________________
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See Also

B000001 Cash Machine Solicitation ID: RFPB000001 | Due Date: 9/27/2019 | Due Time:

State Government of Texas

Bid Due: 9/27/2019