Credit Card Services

COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF GENERAL SERVICES
Request for Information 6100066732-RFI
CREDIT CARD SERVICES
Summary.
The Commonwealth of Pennsylvania (Commonwealth) issues this Request for Information (RFI)
to solicit information that will be used to assist with the development of a solicitation for Credit
Card Services which may be released by the Commonwealth in the near future.
Specifically, this request seeks information from which the Commonwealth can formulate
specifications and requirements, realistic timeframes and cost structures for the referenced
procurement and project. The Commonwealth desires to produce a solicitation that promotes
vendor competition and creative technical solutions. The Commonwealth is open to any and all
ideas in relation to this project and encourages alternative ideas that will help the Commonwealth
better define its requirements. This RFI is an earnest attempt to become aware of and
knowledgeable about current solutions to support the project requirements of the Commonwealth.
This RFI will also help the Commonwealth identify vendors who are able to provide the required
services to support this goal.
Background.
The Office of the Budget (OB), Comptroller Operations is seeking a solution to provide credit
card services for the Commonwealth's Agency Airline Card, Lodging Card, Corporate Card, and
Purchasing Card programs and for COSTARS members, including a vendor-hosted solution,
with a high degree of skill and knowledge that shall meet the Commonwealth's requirements.
Issues to Be Addressed.
The Commonwealth is requesting feedback from firms with expertise in Credit Card Services, as
set forth below:
1) Include a cover letter, with the RFI response, on Company Letterhead, which includes a
point of contact name, phone number and email address.
2) Complete Attachment A, Credit Card Services Questionnaire. Please respond to the
questions in the questionnaire and limit the responses to these questions only.
3) Complete Attachment B, Trade Secret/Confidential Proprietary Notice.
Point of Contact:
The sole point of contact for this RFI shall be Joshua D. Smith, RA-
GSITPROCUREMENT@pa.gov.
Due Date.
The Commonwealth is requesting that all responses to this RFI be submitted via email to Joshua
D. Smith, RA-GSITPROCUREMENT@pa.gov by 2:00 PM ET on Thursday, November 12th,
2026 with the subject line of Credit Card Services - 6100066732.
i

Disclaimer.
This RFI is issued solely for information and planning purposes only and does not constitute a
solicitation for future business, an offer for procurement or any other type of current or future
procurement or contractual action and is only intended to gather input. The Commonwealth will
not award a contract on the basis of this RFI nor will it pay for information it receives. Responses
to this notice are not offers and cannot be accepted by the Commonwealth to form a binding
contract. No party is bound by the information provided in response to this RFI.
Respondents are solely responsible for all expenses associated with responding to this RFI. The
Commonwealth of Pennsylvania is not liable for any costs or expenses incurred by the Respondent
in the preparation of its responses.
All material submitted shall be considered the property of the Commonwealth of Pennsylvania and
may be returned only at the Commonwealth's option. Notwithstanding any Respondents copyright
designations contained on responses, the Commonwealth shall have the right to make copies and
distribute responses internally and to comply with public record or other disclosure requirements
under the provisions of any Commonwealth or United States statute or regulation, or rule or order
of any court of competent jurisdiction.
Respondents to this Request shall not provide recommendations as to specific courses of action
and shall not be deemed to be an advisor or consultant to the Commonwealth. The Commonwealth
will evaluate the information presented and determine any subsequent course of action, which may
consist of contracting for implementation of Commonwealth-determined work. Such work may
be procured through any procurement method available, and respondents to this Request may be
considered for selection to perform such work.
Responses to this RFI will not be returned. Respondents will not be notified of the result of the
review, nor will they be provided copies of it.
Contents of Response.
A. Confidential Information. The Commonwealth is not requesting, and does not require,
confidential proprietary information or trade secrets to be included as part of Respondents'
response. Except as provided, Respondents should not label responses as confidential or
proprietary or trade secret protected. A Respondent who determines that it must divulge such
information must submit the completed Attachment B, Trade Secret/Confidential Proprietary
Notice must additionally provide a redacted version of its response which removes only the
confidential proprietary information and trade secrets.
B. Commonwealth Use. All material submitted with the response will be the property of the
Commonwealth and may be returned only at the Department's option. The Commonwealth has
the right to use any or all ideas not protected by intellectual property rights that are presented in
any response. Notwithstanding any Respondent copyright designations contained on responses,
the Commonwealth will have the right to make copies and distribute responses internally and to
ii

comply with public record or other disclosure requirements under the provisions of any
Commonwealth or United States statute or regulation, or rule or order of any court of competent
jurisdiction.
C. Public Disclosure. All responses are subject to disclosure in response to a request for public
records made under the Pennsylvania Right-to-Know Law, 65 P.S. 67.101, et seq. If a response
contains confidential proprietary information or trade secrets, a signed written statement to this
effect must be provided with the submission in accordance with 65 P.S. 67.707(b) for the
information to be considered exempt under 65 P.S. 67.708(b)(11) from public records requests.
Refer to Attachment 2, Trade Secret/Confidential Proprietary Information Notice that may be
utilized as the signed written statement. If Attachment 2, Trade Secret/Confidential Proprietary
Information is not completed, any trade secret or confidential/proprietary information contained
in Respondents' response to this RFI may be released in response to a Pennsylvania Right-to-
Know Law request.
Commonwealth Reservation of Rights.
The Commonwealth reserves the right to consider or reject any and all responses to this Request,
to amend and/or reissue this Request and to abandon and then recommence at any time, or not
recommence, this process. All costs of any response to this Request and participation in any
presentations to the Commonwealth are solely the responsibility of the Respondent and the
Commonwealth shall not be liable for payment of any such costs.
iii

REQUEST FOR INFORMATION
ATTACHMENT A
CREDIT CARD SERVICES QUESTIONNAIRE
1. What products are currently available and operational in other state government jurisdictions
of similar size and scope to the Commonwealth?
2. What Offeror qualifications (e.g., years of experience, certifications, and experience servicing
complex organizations with varying needs across organizational segments) should the
Commonwealth consider when developing the solicitation?
3. How does the supplier support the implementation of credit card services?
4. The solution selected by the Commonwealth will require integration with SAP to meet the
needs of the agencies. How might this impact the approach to selecting an appropriate solution
and implementing it?
5. What expectations would your team have of the Commonwealth to support a successful
implementation?
6. What time and information are needed to ensure a smooth transition from the incumbent, and
why?
7. What rollout plan and cost structure would the supplier recommend to accommodate the
Commonwealth's numerous agencies?
8. What is the typical rebate structure for public sector organizations?
9. Identify the key performance indicators and service levels in this industry.
10. Are there any value-add services that have not been included in the past contract that we should
consider when developing a new solicitation? Please describe. (A link to the current contract
may be accessed by clicking on this link.)
11. Are there any other recommendations or lessons learned that have not already been mentioned
but that the Commonwealth should consider?
Page 1

Attachment B
Trade Secret/Confidential Proprietary Information Notice
Instructions:
The Commonwealth may not assert on behalf of a third party an exception to the public release
of materials containing information believed to be exempt from public disclosure, including
trade secrets or confidential proprietary information, unless the materials are accompanied, at the
time they are submitted, by this form or a document containing similar information. In addition,
in order to protect the safety and security of individuals, infrastructure, and information
technology systems, the Commonwealth requires third parties to designate as confidential any
information submitted by the third parties that, if disclosed, would be reasonably likely to
jeopardize safety or security.
It is the responsibility of the party submitting this form to ensure that all statements and
assertions made below are legally defensible and accurate. The Commonwealth will not provide
a submitting party any advice with regard to Pennsylvania's Right-to-Know Law, 65 P.S.
67.101-67.3104, or laws relating to trade secret or confidential proprietary information.
Name of submitting party:
Contact information for submitting party:
Please provide a brief overview of the materials that you are submitting (e.g. bid proposal,
quote, grant application, statement of work, technical schematics):
Please provide a brief explanation of why the materials are being submitted to the
Commonwealth (e.g. response to bid, RFP or RFQ #12345, application for grant XYZ being
offered by the Department of Health, documents required to be submitted under law ABC):

Please indicate if any information has been included that you believe is exempt from public
disclosure by checking the appropriate box below: (Note: Financial information submitted in
response to an RFP or IFB to demonstrate economic capability is exempt from public disclosure in
accordance with Section 708(b)(26) of the Right-to-Know Law, 65 P.S. 67.708(b)(26)).
No information has been included that I believe is exempt from public
disclosure.
Information has been included that I believe is exempt from public
disclosure.
Please provide a list detailing which portions of the material being submitted you believe
are exempt from public disclosure. This includes trade secret, confidential or proprietary
information, or information that if disclosed would be reasonably likely to jeopardize the
safety or security of an individual, infrastructure, or information technology system.
Please provide an explanation of why you think those materials constitute a trade secret,
confidential or proprietary information, or why disclosure of those materials would be
reasonably likely to jeopardize safety or security. Also, please mark the submitted material
in such a way to allow a reviewer to easily distinguish between the parts referenced below.
(You may attach additional pages if needed)
Note: Without substantial justification, the following information will not be considered
a trade secret or confidential proprietary information:
* Any information submitted as part of a vendor's cost response.
* Information submitted as part of a vendor's technical response or
statement of work that does not implicate safety and security, or pertain
to specific business practices or product specification.
* Information submitted as part of a vendor's technical or small diverse
business and small business response that is otherwise publicly available
or otherwise easily obtained.
* Information detailing the name, quantity, and price paid for any product
or service being purchased by the Commonwealth.
Page Number Description Explanation

Acknowledgment
The undersigned party hereby agrees that it has read and completed this form, and has marked the
material being submitted in accordance with the instructions above. The undersigned party
acknowledges that the Commonwealth is not liable for the use or disclosure of trade secret,
confidential or proprietary information, or information that if disclosed would be reasonably likely
to jeopardize the safety or security of an individual, infrastructure or information technology
system, where that data or information has not been clearly marked as such, and which was not
accompanied by a specific explanation included with this form.
The undersigned agrees to defend any action seeking release of the materials it believes to be trade
secret, confidential or proprietary, or would be reasonably likely to result in a safety or security
risk if disclosed. The undersigned also agrees to indemnify and hold harmless the
Commonwealth, its agents and employees, from any judgments awarded against the
Commonwealth in favor of the party requesting the materials, and any and all costs connected
with that defense. This indemnification survives so long as the Commonwealth has possession of
the submitted material, and will apply to all costs unless and until the undersigned provides a
written statement or similar notice to the Commonwealth stating that it no longer wishes to
exempt the submitted material from public disclosure.
The undersigned acknowledges that the Commonwealth is required to keep all records for at least
as long as specified in its published records retention schedule.
The undersigned acknowledges that the Commonwealth reserves the right to reject the
undersigned's claim that the information is trade secret, confidential, proprietary or is reasonably
likely to result in a safety or security risk if disclosed, if the Commonwealth determines that the
undersigned has not met the burden of establishing that the information constitutes a trade secret,
confidential, or is otherwise exempt. The undersigned also acknowledges that if only a certain
part of the submitted material is found to constitute a trade secret, is confidential or proprietary, or
is otherwise exempt, the remainder of the submitted material will become public; only the
protected information will be removed and remain nonpublic.
If being submitted electronically, the undersigned agrees that the mark below is a valid electronic
signature.
Signature Title Date