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Consulting Services Invitation to Qualify (ITQ)
How to Submit an ITQ Proposal
To submit a proposal for the Consulting Services ITQ Contract, 4400007410, a supplier must be
registered with the Commonwealth through the PASupplierPortal Website. If you are not a registered
supplier, please review the Commonwealths Registration Guide in help registering as a Commonwealth
Supplier.
The PASupplierPortal is a secure website. The PASupplierPortal certified browsers are Internet
Explorer 6.0, 7.0 and Mozilla Firefox on a Windows XP based operating system. Other products may
work; however, full functionality cannot be assured. Caution: DO NOT use the Browser’s navigation
buttons at any point in the application.
Suppliers interested in doing business with the Commonwealth of Pennsylvania through the Consulting
Services ITQ Contract, 4400007410, must develop and submit a proposal along with all supporting
documentation through the PASupplierPortal Website. The Commonwealth will evaluate the proposal
and supporting documentation to determine whether the supplier meets the minimum eligibility
requirements. Suppliers must also complete and submit additional required documentation as specified
in Part II – Bid Requirements for their proposal to be considered as being complete and responsive.
Suppliers may submit a proposal for one, all, or any combination of the Service Categories as listed in
Part I – Statement of Work.
Please follow these steps in order to fully submit an ITQ proposal.
• Login to the PASupplierPortal Website
• Navigate to the ITQ Application
• Step 1: Select ITQ
• Step 2: Proposal Contact Information
• Step 3: Service Categories
• Step 4: Client References
• Step 5: Technicals
• Step 6: Additional Required Documentation
• Step 7: Pre-Submission Audit
Login to the PASupplierPortal Website
Go to www.pasupplierportal.state.pa.us.
• NOTE: The PASupplierPortal is a secure website. The PASupplierPortal certified browsers are
Internet Explorer 6.0, 7.0 and Mozilla Firefox on a Windows XP based operating system. Other
products may work; however, full functionality cannot be assured.
Click on SUPPLIER LOGON in the top left hand corner of the page.
Enter your Logon ID and Password and then click the Log In button.
• NOTE: If you are having trouble with your log in credentials you may either call the Help Desk
at (717) 346-2676 or use the Reset Password function.
Navigate to the ITQ Application
Click on the Bidder tab in the top left hand corner of the page.
Click on the Enterprise Applications subcategory on the left side of the page from the Detailed
Navigation Toolbar.
• NOTE: If you receive the error “NAVIGATION TO THE WEBPAGE WAS CANCELED” the
internet browser you are using is not supported.
Click on Enterprise ITQs in the center of the page.
From the drop down list in the center of the page click on Create New.
• NOTE: If you have already begun developing a proposal, select the Proposal button and then
select the appropriate proposal from the drop down list.
Step 1: Select ITQ
Click on Step 1. Select ITQ
Click on the View button of the appropriate ITQ Contract for which you plan on submitting a proposal.
• NOTE: This will display a Parts I-IV of the ITQ. It is important to review each part of the ITQ.
Once you have reviewed each part of the ITQ, click on Back to Select ITQ.
Click on the Select button on the right hand side of the page to choose the ITQ for which you plan on
submitting a proposal.
• NOTE: Once the select button is clicked you will be redirected to the Edit a Proposal screen.
Step 1 is then complete and will display with a check mark to appropriate box as confirmation.
Step 2: Proposal Contact Information
Click on Step 2. Proposal Contact Information
Fill-in all of the required fields for the proposal contact and then click on the Create/Edit Supplier
Profile button at the top of the page.
• NOTE: If you fail to fill-in all of the required fields, the Submit button on Step 7. PreSubmission Audit will not display.
Fill in all of the fields on the ITQ Supplier Profile Questionnaire.
• NOTE: The entire ITQ Supplier Profile Questionnaire must be completed before you can
perform a successful save of all entered data. You may add “0” or “N/A” in the areas that are
non-applicable. Please refer to the Supplier Profile Questionnaire Reference Guide for further
instructions.
Click Save at the bottom on the page when you are have finished Filling-in all of the required fields for
the proposal contact information.
Step 3: Service Categories
Click on Step 3. Service Categories
Scroll through the Service Categories in the left-hand box. Once you find the appropriate Service
Category(ies) for which you plan on submitting a proposal, click on the Add button to move it to the
right-hand box.
• NOTE: To view the Service Category description click on the Description button when the
Service Category is highlighted.
You may delete a Service Category by clicking on the Delete button.
• NOTE: Deleting a Service Category will remove any related References, Counties or
Technicals that may have been added.
Click Save at the bottom on the page when you are have finished selecting the Service Category(ies) for
which you plan on submitting a proposal.
Step 4: Client References
Click on Step 4. Client References
Fill in all of the required fields and then click the Add button to add each individual client reference.
• NOTE: The total number of client references added must correspond with total number of client
references required in order to be able to transmit the electronic email alert message.
• NOTE: Scope - Describe in adequate detail the Project Scope for this reference. Detail may
include problem/resolution, impact, cost savings, project budget, resources and any other
elements that best describe the project. Failure to demonstrate adequate detail the Project Scope
will result in disqualification.
• NOTE: Relevancy - Describe in adequate detail how the project is relevant to the service
category for which your company is attempting to qualify and how it directly relates to the
service category description from Part I – Statement of Work. Failure to demonstrate in
adequate detail how the project is relevant to the service category will result in disqualification.
Once all of your client references have been added click on the Finish button, then click Send to
References.
• NOTE: A window will pop up with the message “Are you sure reference data is accurate?”
click on OK. At the top of your screen the message “References have been contacted” will
display as confirmation that your electronic email alert message was transmitted to your client
references.
To edit a client reference, click on Step 4. Client References in the center of the Edit a Proposal page.
Click on the Edit button
Make the necessary changes and click on the Update button at the bottom of the screen. This will
redirect you to the Client Reference Screen. Then click on Re-Send Reference.
• NOTE: A window will pop up with the message “Are you sure reference data is accurate and
want to Re-Send” click on OK to transmit the electronic email alert message to your client
reference.
Step 5: Technicals
This step is not applicable to the Consulting Services ITQ.
Step 6: Additional Required Documentation
Click on Step 6. Additional Required Documentation
Select the appropriate document type that you would like to upload from the dropdown list and then
click the Browse… button to find the document saved on your computer. Click the Add button to upload
the document. Repeat these steps to upload your documentation for each required document type.
• NOTE: Each document will appear at the bottom of the page to ensure that has been
successfully uploaded.
Click Save at the bottom on the page once you have uploaded the appropriate documentation for each
document type.
Step 7: Pre-Submission Audit
Click on Step 7. Pre-Submission Audit
The pre-submission audit is used to track your progress while developing your ITQ proposal.
• NOTE: If the far right column is marked Complete then the step is complete.
• NOTE: If the far right column is left blank then the step is incomplete. In this case, click on the
Cancel button at the bottom of the page and click on the appropriate step that is not complete.
An empty checkbox will indicate that the step is incomplete
Once you proposal is complete the following statement will appear below the pre-submission audit task
box. You must read and accept this agreement by selecting the checkbox which will trigger the Submit
Proposal button to become active. Click on the Submit Proposal button to submit your proposal for the
ITQ Administrator to review and evaluated.
Click on Step 7. Pre-Submission Audit in the center of the page.
To ensure that the proposal has been submitted, check the status of the Proposal Current Status as it
should display as Submitted.