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Small & Disadvantaged Business Depot – October 2020 Newsletter


        Documents Required for a Proposal


        When VTA seeks to buy goods or services, it generally issues a formal,     Gifts & Gratuities
        written solicitation. Solicitations are documents which include specific   Reminder
        requirements so bidders can submit competitive bids.
                                                                                   VTA policy requires that all
        The two most common types of solicitations are Invitation for Bids (IFB)   business be conducted in a
        and Request for Proposals (RFP). IFBs are solicitations where the          manner to avoid even the
        lowest price and most responsive vendor wins the bid. In recent years,     perception that favorable
        RFPs have become more common due to the purchase of more                   treatment was sought or
        complex goods and services. For RFPs, VTA reviews proposals against        received as a result of a gift,
        one another to determine who is offering the best value to the agency.     gratuity, entertainment, meal,
                                                                                   personal favor or similar
        Whether it’s an RFP or an IFB, each solicitation requires a response       transaction.
        consisting of multiple documents that must be submitted for review.
        The format and composition of bid packages is mandated by law              It is understood that offering
        and understanding what’s in this package helps vendors, as well as VTA,    occasional business courtesies
        adequately prepare for the review.                                         of nominal value (i.e., small
                                                                                   gifts with a company logo pre-
        In each bid packet, VTA includes a section called “Bid Documents,”         sented for marketing purposes)
        found in the Table of Contents. This section includes all important        intended as a gesture of
        documents that should be read prior to submitting a bid. In order to       goodwill are acceptable.
        know the requirements for submissions, the vendor reviews a clearly        Regardless of the monetary
        outlined section called “Solicitation Submittals,” describing the type of   value or intent involved, if a gift
        documents VTA requires for each submission. For example, an IFB            or favor influences or may
        solicitation can request the following types of documents to be submitted   reasonably appear to influence
        in their bid: Bid Form; Schedule of Prices and Estimated Quantities; List   an employee’s judgement, it
        of DBE Contractors or Subcontractors; Bidder Signature Page; and           may be considered an improper
        Bidder’s Questionnaire.                                                    gratuity.


        VTA considers a bid to be responsive only when all the required items      Remember to always use sound
        are provided and submitted in the bid package, including all blanks        judgement in all interactions
        completed with answers (yes, N/A is an answer.). Happy bidding!            with VTA staff and contractors.

                                                                                   For more information see
        Loveneet Kaur                                                              VTA’s Gifts and Gratuities Policy
        Contracts Administrator I                                                  in our “Resources” accordion
                                                                                   at vta.org/obdp.








            Quick Tip!

            SBE and DBE certifications are free. Don’t fall into the trap of paying thousands of dollars for something
            you can do yourself. Resources and information are available at vta.org/obdp and at norcalptac.org.




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