request f or proposal - election assistance commission · role, and e 1.4 p 1.4.1 b the wake state,...
TRANSCRIPT
Pr
Re
Board
W
oposals
Reque
d of Ele
Wa
Wake Count
s are du
Be
est fRFP
ections
ake CounProcure
ty Justice C301 S. M
Raleigh, No
ue Wed
efore 4:0
for P# 14-0
s (BOE
nty, North ement ServiCenter, 2ndMcDowell Sorth Carolina
dnesday
00 pm E
Prop085
E) LMS
Carolinaices Floor - Ro
Street a 27601
y, Dece
Eastern
posa
S Solut
om 2900
ember 1
al
tion
7, 20144
Table1.0 Introd
1.1 O1.2 C1.3 P1.4 P1.5 G
2.0 Gener
2.1 P2.2 P2.3 P2.4 P2.5 P2.6 I2.7 T2.8 P2.9 A2.10 N2.11 R2.12 W2.13 M2.14 A2.15 L2.16 P
3.0 Gener
3.1 C3.2 C3.3 A3.4 I3.5 D3.6 L3.7 I3.8 P3.9 I3.10 G3.11 C3.12 C3.13 A3.14 N
4.0 Detail
4.1 P4.2 E4.3 S4.4 C4.5 P4.6 R4.7 I4.8 M
e of Coduction ..........
OVERVIEW .......COUNTY BACKG
PROJECT SCOPE
PROJECT STAKE
GENERAL BIDDI
ral Submittal
PRE-QUALIFICAT
PROPOSAL CONT
PROPOSAL SUBM
PROPOSER EXPE
PROPOSER’S OF
INTERPRETATIO
TENTATIVE SCH
PRE-PROPOSAL
AWARD ............NON-DISCLOSUR
RETENTION OF PWARRANTY .....MAINTENANCE
ADDITIONAL US
LIMITS ON SUBC
PARTICIPATION
ral Terms and
CERTIFICATION CONFLICT OF IN
ASSIGNMENT ...INDEMNIFICATIO
DELIVERY OF TH
LIABILITY FOR FINDEPENDENT CPAYMENT .........INSURANCE ......GOVERNING LA
CONFIDENTIAL ICOMPLIANCE W
ACCEPTANCE ...NEW SERVICES
ed Submittal
PROPOSAL FORM
EXECUTIVE SUM
SCOPE OF SERVI
COMPANY BACK
PROPOSED SOFT
RESPONSES TO FIMPLEMENTATIO
MAINTENANCE
ontent.......................
..........................GROUND ............
E .........................EHOLDER ...........ING REQUIREME
Requirement
TION REQUIREM
TACT .................MITTAL REQUIR
ENSES ................FFER ...................
NS, DISCREPAN
HEDULE ..............CONFERENCE ............................RE OF COUNTY IPROPOSER MAT
..........................FEES .................
SERS AND MODU
CONTRACTORS F
OF SOFTWARE P
d Conditions .
..........................NTEREST .......................................ON .....................HE PROJECT PLA
FAILURE TO PRO
CONTRACTOR ........................................................
AW ......................INFORMATION/P
WITH LAWS AND
..........................
..........................
Requiremen
MAT ...................MMARY..............ICES ...................KGROUND .........TWARE AND COM
FUNCTIONAL/TE
ON PLAN ...........AND SUPPORT P
ts ........................
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..........................ENTS ..................
ts ....................
MENTS .........................................
REMENTS ...............................................................
NCIES, AND OMIS
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TERIAL ...................................................................ULES .................FOR IMPLEMENT
PROPOSER DUR
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OVIDE FUNCTION
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..........................PUBLIC RECORD
REGULATIONS .....................................................
nts ....................
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ECHNICAL REQU
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RING IMPLEMENT
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NALITY .....................................................................................................................DS LAW ...........................................................................................
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4.9 C4.10 C4.11 E4.12 S
5.0 Evalu
5.1 S5.2 E5.3 E
CLIENT REFERE
COST PROPOSAL
EXCEPTIONS TO
SAMPLE DOCUM
ation Criteria
SELECTION PAR
EVALUATION OF
EVALUATION SE
ENCES .................L ........................THE RFP ..........
MENTS ...............
a .....................
RTICIPANTS ........F PROPOSALS ....ELECTION PROC
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UEST FOR PRO
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POSAL LUTION
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1.0 In
1.1 O
Wake Couvendors fo Provid
Provid
Track
Respondinadequatelyequipment
1.2 C
Wake Couduring thisseat and Scounties aresidents. County em Wake Coureceptionsparks in thBiogen, IBState and William Pe Wake Couplanning aprojected t
1.3 P
The objectsystem murole, and e
1.4 P
1.4.1 B
The Wakestate, and
ntroduc
Overview
unty, North Caor a web-basedde a repository
de class sched
registration an
ng vendors wily meet businet should be inc
County Back
unty is the 2nd s economic doState capital. Aand provides s
The County’s mploys approx
unty serves ass, and special ehe United StateBM, GlaxoSmit
Federal govereace University
unty proper haarea. The remto reach 1 mill
Project Scop
tive of this projust provide acexternal trainin
Project Stak
OE Overview
e County Boardlocal elections
ction
arolina (“The Cd Learning May for on-line an
duling and reg
nd training res
ll offer Board oess requiremencluded within a
kground
most populousownturn. The CA unique mix oomething for eFY 2015 Bud
ximately 3,900
s a host for numevents. Furthes with over 12thKline, and Nrnment buildiny, Shaw Unive
as an area of 8maining 390 sq
ion in 2015 an
pe
oject is to proviccess for Wakeng participant a
keholder
d of Elections s for more tha
PAGE
County”) is seeanagement Synd instructor le
istration by us
sults.
of Election (BOnts. The Couna single contra
s County in NoCounty consistof urban and ruevery lifestyle. dget is $1,063,
employees.
merous eventsermore, the C20 companiesetApp in a 32
ngs and severaersity, and oth
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de a web-base County BOEaccess for cou
is responsiblen 660,000 vot
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eking proposalsystem (LMS). ed training con
ser role, and
OE) Staff a comnty is seeking aact, to fulfill the
orth Carolina ats of thirteen mural small townThe County h535,000 with a
s including theCounty encomps, including sucsquare mile p
al universities ers.
les, of which 4the jurisdictionby 2020.
ed learning mE staff to manaurse registratio
e for maintaininters. The Wak
ON: 10/27/201
s and implemeThe primary u
ntent
mmercial off-tha “turn-key” soe scope and re
and continuesmunicipalities ans distinguishehas a populatioa property tax
e North Carolinpasses part ofch internationa
park. In additiosuch as, North
467 square miln of the County
management syage training coon and online c
ng voter registke County BO
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entation servicuse for this tec
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ystem for the Bontent and clasclass materials
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stimate of thecess with offic cycle. There
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PAGE
ons per year. to train all precntly managed i
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ON: 10/27/201
g places are stprior to each eLearning Man
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PAGE
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ON: 10/27/201
y In-Person Classes Taken
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E-mail The Countemail mes Active DireThe Countnetwork. Paccount ar While the County hapremise-bpresentingwho do no Server OpThe countServer 20 Database The CountstandardsCounty stadatabase 2008 R2 ocontinue s Client OpeThe selecpublic. TaThis LMSMac OS XAndroid 4
ge could be rme to speak w
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oint of the procho work on Eleetween initial aage up to 500
echnical Infras
ty’s e-mail platssaging are pre
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g solutions thaot.
perating Systemty standard fo
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ty has a strong, and provide caff where apprusing Wake C
or Oracle 11g osupport for the
erating Systemcted LMS shoargeted brows
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es a variety of claptop “refresh
orked er of officials wnd their trainiorkers are als
cess we manaection Day is sassignment androps and rep
structure/Envir
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soft’s Active Dtems that utiliz
t important objstructure and hosted or Softt fit into the en
m or Windows snewer version
g preference fcustomers witropriate. Wake
County databasor higher. Wam in the future
m uld support th
sers are: Intesupport the tocreased numb
PAGE
ke multiple clamanager. All
ass and meeer” required p
who actually wng. Included
so Election Da
age drop-outs significantly lesnd bulk uploadplacements.
ronment
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irectory (AD) tze AD and elim
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nvironment des
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e County requise preferences
ake County cure.
he browsers arnet Explorer
op most commber of tablet u
: 4 – VERSIO
asses as welof these thing
ting types sucprior to the on
work Election in this numbe
ay officials.
from volunteess than the nu
d into the LMS
se 9.0. Solutio
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rocure the besandards in plarvice solutionsscribed below
ng systems is, when possib
at store their database schemires a system s which includrrently support
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ON: 10/27/201
l as reserve hgs must be sc
ch as Chief Jn-site Help Ta
Day and receer are the offi
ers who are unumber originall
up through E
ons that are co
e and authorized for County u
st system to mace. The Couns. For premise
w will be given s
s Windows Seble.
data in databamas to allow indeveloped wit
de Microsoft SQrts these datab
g systems comChrome 37.x esktop operared LMS shou
REQU
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his/her supplycheduled in th
udge Trainingable class, Su
eive a stipendicials who wo
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ompatible with
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eet the BOE bnty will evaluae-based solutistrong prefere
erver 2008 R2
ases which mentegration andth an integrateQL or Oracle, base platforms
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h Lotus Notes
ccess to the a separate LM
business needte and consideons, vendors
ence over thos
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eet County d reporting by ted, relational specifically SQ
s and plans to
by our generSafari 7x & 8x: Windows 7 ort iOS 7 & 8
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ERNIE is aprecinct ofmultiple us
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eligibi Ability Ability Ability
precin Ability
unty has a mogy infrastructu
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een major buiutilize 15Mb xork (VPN) for
Education Netess in most m
dition to traditoved), the Cou
Tools g on reporting
and SQL Repo
ial Off the Shety has significae the businesshe County can
ents can be meeveloped softwof the County
rement. The Ccan be handledThe proposedCounty.
urpose of this Rhere setup is rystem changease of future uAny requiremted customiza
RNIE
an MS Accessfficials. The Bosers may log in
tions of ERNIE
y to maintain a lity statistics fo
y to review andy to assign prey to maintain hnct officials. y to send mass
odern technoure should pos
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twork (NCRENajor conferen
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capabilities oforting Services
elf Software ant amounts os processes inn best be met et with minimaware. Vendors y will be given County strongld by the busind LMS system
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ation.
s 2013 databaoard of Election at the same
E include the foprofile for eac
or each electiod accept appliccinct officials tistorical record
s emails and te
PAGE
logy environmsition the Cou
network that linetwork using1 Gb, 100Mbmodem conneand business N) for internence rooms and
ame and AS/4s both Microso
f the proposeds should be su
of both purchasn the BOE areaby contracting
al customizatiowho demonstpreference to ly prefers a proess users rath
m should also b
onse to the Fubuilt-in tools anstomization” reCounty intend
customization
ase that the Boons staff use E
time.
following: ch precinct offion, and other pcations to be ato work an eleds of previous
emplate email
: 5 – VERSIO
ment and the unty to suppo
nks thirty majg Fast Etherneb, and 10Mb fiections. The partners. Thet connectivityd employee c
400 platforms oft Windows S
d system, stanpported as we
sed commerca may require g for a serviceons required. Ttrate currently those proposioduct that canher than requirbe easily exten
unctional Reqund proceduresequires prograds to implemento the propose
oard of ElectionERNIE daily to
cial that includpersonal informa precinct officction at a specElection Day
s to precinct o
ON: 10/27/201
following asprt the technic
jor County facet (100 Mb). Wiber Metro EtCounty also s
e County utilizy. Wake Councollaboration a
(being phaseServer and R
ndard reportingell.
ial products anconfiguration,in which the m
The County wavailable prod
ing to developn demonstratering technical sndable to addit
uirements Mats, but there is namming changnt a minimum ed system mu
ns uses to intemanage prec
des contact infmation that is rcial before theycified polling lowork assignm
officials
REQU
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pects of the Ccal operations
cilities and 90Wide area cohernet connesupports Virtuzes North Canty also suppareas.
ed out as projRed Hat Linux
g tools, such a
nd custom dev, the County bmajority of the
will not consideducts with cap
p custom softwe that the majostaff assistanctional process
trix, a “Configuno required chge to source coamount of cus
ust be accomp
ernally managinct official ass
formation, avarelevant to eley are acceptedocation
ments and elec
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veloped softwabelieves that thstated businer “ground-up”
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panied with the
ge Election Daysignments and
ailability and ections d into ERNIE.
ction training fo
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ding Requir
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PAGE
ns between BOports in variou
ction training cork assignmen
nments made ito be able to c
er method.
at was develoe functionality
ccess level, anor work experieprecinct officiandance purposal training namr (voter registraecinct assignm
mation for bothows for a morening records in
courses, attenere “no shows
rements
follow all instrection 4.0 ande instructions
urther consider
a without addrebe accepted, bterface betweethe proposal cof the other ved provide refe
erested partieso reject any or
ounty reserves erves the right more, the Coun
are and implemthout an implesoftware firms
: 6 – VERSIO
OE staff and prus exportable d
cycle, class elint. These persin the ERNIE dcommunicate
ped because y of ERNIE liste
nd class eligibence as a Waal for in-personses.
me badges for ation number) ment, and a lish the precinct oe streamlined ccluding class anded in-perso
s” for in-person
ructions carefud submit all harwill be considration.
essing the othbut the evaluaten software mclearly delineaendor(s). In adrences to othe
s are acknowler all proposalsthe right to reto meet with snty reserves th
mentation servementation mes and not their
ON: 10/27/201
recinct officialsdocument form
igibility and trasonalized traindatabase. Forwith each oth
our existing LMed below if the
bility for precincke County pren training clas
r in-person traiwith barcode,
st of classes thofficial and BOcheck-in proceattendance logn classes that
n classes that
ully. Please surd copy and eered a non-res
er areas will ntion team will e
modules extremate which vendddition, the primer multi-vendo
edging: s if it determineeconsider any select Proposehe right to dele
rvices. As suchechanism will nr third-party res
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s mats
aining requiremning requiremer this reason it her, via import
MS was unabe proposed LM
ct officials basecinct official s that they hav
ning that list e, their Electionhey have regisOE staff to coness for in-persgs showing wht they had prevthey had prev
ubmit proposalectronic docusponsive prop
not fare well duexamine the d
mely critically. dor will hold anmary vendor m
or projects of si
es that select pproposal submers at any timeete or add func
h, proposals frnot be considesellers.
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ments vary basents are determwill be necessfiles, or via a
le to provide thMS provides th
sed on their Ele
ve previously
each precinct n Day job stered for withifirm, but the on training. hich precinct viously registe
viously register
al contents uments accordposal and may
uring the evaludegree of If a multi-vend
nd manage themust describe imilar size and
proposals are mitted at any pe to gather ctionality up un
rom implemenered. The Cou
OSAL UTION
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1.5.7 All fas t
1.5.8 The
proposers subposal submissch do not subm
m-fixed-price” pontract awardxed fee arranount. If the imditional compentract. Propost of their proptware licensesd rates for custposal pricing
e County prefense to use theport cost sche
posals will be nt, Wake Counrmation that w
closed, except
ke County, soelevated duringgrity of the proprocess. As in
h respondentscess will not b
firms submittthe failure to
e project prop
bmitting propossion to the Coumit pricing on proposal requi. Payment wigement, the C
mplementationensation, unleers are to pro
posal. Propose, database licetomizations. Fon either a no
ers that licensee software foreedule for first te
received by Wnty will close th
will be releasedt as required b
lely at its optiog the process. ocess, respondnformation bec. Any and all ine returned to t
ting proposaldo so may le
posal must be
PAGE
sals agree thaunty. Pricing ma “firm-fixed-pires delivery ofll be tied to agCounty compn cost ceiling ess the Countovide all workers must submenses, user licFinally, the Coot-to-exceed
es for softwareever) and of a “en years are p
Wake County ahe receipt of pd will be the naby the evaluatio
on, may disclosRealizing the
dents are not tcomes availabnformation subthe responden
ls are encouread to elimina
e “turn-key”.
: 7 – VERSIO
t their pricing imust be submitprice” basis maf a product or reed-upon milensates the vis exceeded,
ty does not mk effort neededmit pricing that censes, seats, ounty reserveor a combina
e be "perpetua“fixed” price na
presented).
at the time andproposals and ames of the reon process, un
se the name(snature of a co
to contact anyble and is relevbmitted in conjnt.
raged to submation.
All services,
ON: 10/27/201
is valid for a mtted on a “firmay be eliminateservices at a slestones. Forvendor based, the vendor is
meet specific ad to meet theincludes, but implementatio
es the right to ation of fixed a
al" (i.e., the Couature (i.e., lice
d place so statbegin the eva
espondent(s). Nntil a contract
s) of any firms ompetitive envy county staff ovant for releasjunction with t
mit the most c
, design, etc.
REQU
4
minimum of one-fixed-price” bed from furthespecified pricer implementatd on a final nes to finish theassumptions oe functional reis not limited ton services, trask Propose
and not-to-ex
unty purchaseense fees, main
ted in this docualuation procesNo other informis awarded.
or companiesvironment and or elected office, that informa
this RFP and t
competitive p
should be in
UEST FOR PROP
BOE LMS SOLU
e year after basis. Proposar consideration
e, fixed at the ttion services uegotiated ceilie work at no outlined in the
equirements ao, the cost of araining servicers to resubmiceed basis.
es and retains ntenance, and
ument. At thatss. The only mation will be
s being considprotecting the
cial in referencation will be shthe evaluation
proposal pos
n a single con
OSAL UTION
als n. A time under ng
e as all
es, t
the d
t
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2.1 P
Proposers
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The moperasimila
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The poffereimplem
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2.2 P
This RFP Services inCounty. PDirector, aNO CONTCommissi
General
Pre-qualifica
s must meet th
Proposers: All ered:
majority of the fcation, the Cou
Web-based: Anerm typically re
Web-enabled: Aweb-based ap
he Web or that
major release oting in a produr in size to Wa
oftware Proponses requeste
tation Proposetheir proposa
ttachment 2 a
roposing impled in the propomentation serv
mplementationties or cities p
roposal for all opment / admmplementationnses requeste
Proposal Co
and any subsen accordance roposal respo
as outlined beloTACTS, either oner members
Submit
ation Requir
he following pre
software Prop
functionality deunty uses the f
n application inefers to the use
Able to connecpplication. Tht launches a w
of the Vendor’suction environmake County for
oser agrees thaed in this RFP.
ers: All impleml to be conside
as part of their
ementation firmsal. (Note: Thvices.)
n firm has implreferred) in the
implementatioinistration) mun firm agrees ted in this RFP.
ontact
equent action with North Canses should bow. In regardswritten or verbs during the pe
PAGE
ttal Req
rements
e-qualification
posers must m
escribed in thifollowing term
n which all or pe of web servi
ct to or be run e term typicall
web browser to
s proposed soment with futur a minimum o
at they will wa.
mentation servered. Implemeproposal.
m is certified bis requirement
emented the pe past three (3
on services (inust be providedthat they will w.
taken as a resarolina Generabe directed to Ps to this RFP abal, with any Weriod beginnin
: 8 – VERSIO
quireme
criteria in orde
meet the follow
s RFP must oms and definitio
part of it is dowces, web brow
on the Web, bly refers to an o retrieve spec
oftware must hre modules in
of one year prio
arranty the soft
ices Proposerentation service
by the softwaret is not applica
proposed softw3) years.
ncluding changd on a fixed prwarrant all pro
sult thereof, is al Statutes 143Procurement Sand subsequenWake County eng with the issu
ON: 10/27/201
ents
er for a propos
wing pre-qualifi
operate on webons:
wnloaded fromwsers and Jav
but is not writteapplication tha
cific web pages
have, at minim development or to the releas
tware solution
rs must meet tes Proposers
e Proposer to able to softwar
ware solution
ge managemerice basis. ofessional serv
issued by the3-129.8, 143-1Services, specnt procuremenemployee, stauance of this d
REQU
4
sal to receive
ication criteria
b-based archit
m the Web eacva applets.
en to run nativat outputs HTs.
um, all or somt for a city or cose of this RFP
to the busines
the following pare required t
implement there vendors wh
at a governme
ent, training, an
vices to the bu
e Wake County35.9, 147-33.8
cifically to the Pnt process, veaff member, ordocument thro
UEST FOR PROP
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consideration
for their propo
tecture. For
ch time it is run
vely on the weML for display
me modules ounty governm
P.
ss requiremen
pre-qualificationto complete an
e software beiho also provide
ental entity
nd technical
usiness require
y Procuremen81 on behalf oPurchasing ndors shall ma
r Board of ough approval
OSAL UTION
.
osal to
n. The
eb like y on
ment
nt
n nd
ng e
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nt of the
ake
of
award unlemember ofrom awa
2.3 P
In order toaccordancsubmit its Seven (7) contents oexcept for
The Countnumber, areceipt shawill not be deliver a presponsibiprior to suresponses
2.4 P
The Countresponse tlimited to asubmitted,cancel theorder by threcommen
2.5 P
The proposoftware aSolicitation
ess authorizedor members ord for items o
Proposal Su
o facilitate the ace with the instproposal in a s
hard copies aof your proposa
the requireme
ty must receiv
and proposal call be determinaccepted. Th
proposal respoility to: (1) ascebmitting a resps, regardless o
Proposer Ex
ty will not be reto this Requesany onsite (or , or given to W
e work describehe recommendndation.
Proposer’s O
oser offers to fuand services dn, Request for
d by the propoof the aforemor services on
bmittal Req
analysis of restructions outlinsealed packag
and two (2) CDal to the addreents matrix (Ex
WakeWake Co
ve proposals nclosing time anned by the timhe County will onse prior to thertain that theyponse; (2) ensof delivery mea
xpenses
esponsible forst for Proposalotherwise) inte
Wake County aed herein prioded proposer
Offer
urnish all mateescribed here
r Information, A
PAGE
osal contact. Amentioned will
n this RFP.
PropT
Purchtwester
91
quirements
sponses to thisned in this partge.
Ds with an elecess shown beloxcel format).
MailT
e County Finaounty Justice C
301 S. Raleigh, N
o later than 4:nd date must be clock in the not be held re
he stated propoy have all requsure that the reans, will not be
r any expensel or any other aerviews and/o
and/or its reprer to issuance aeven if the Bo
erials, labor, suin and in any aAddenda, Con
: 9 – VERSIO
Any attempt bl result in the
posal Contactom Wester hasing [email protected]
s
s RFP, propost and elsewhe
ctronic copy onow. Each CD
ing Address:om Wester
ance / ProcureCenter, 2nd FMcDowell Strorth Carolina
:00pm Easterbe marked cleaWake County
esponsible for osal due date uired and neceesponse is rece accepted.
s incurred by aactivities assor presentation
esentatives. Fand acceptancard of Commi
upplies, equipmapplicable rela
ntract, Bonds,
ON: 10/27/201
by a proposerimmediate d
t:
or om
sers are requirere in this RFP
n each must bshould contai
:
ement ServicesFloor - Room reet 27601
rn on 12/17/20arly on the proy Procurementthe failure of aand time. It is
essary informaceived at the c
any proposer ociated with thins, and/or suppFurther, the Coce of any contssioners has f
ment and incidated documenInsurance, Pla
REQU
4
r to contact odisqualificatio
red to prepare P. Each propos
be submitted cn your propos
s 2900
014. The propoposal submist Services officany mail or des solely the proation, documecorrect location
in the developis procuremenplemental infoounty shall resetractual agreemformally accep
dentals necesnts (e.g., Notificans, etc.).
UEST FOR PROP
BOE LMS SOLU
or influence aon of the prop
their proposaser is required
containing the esal in pdf forma
oser’s name, Rssion. The timece. Late propolivery service t
oposer’s ents and addenn and time. La
pment of a nt including burmation providerve the right ment/purchasepted a
sary to providecation of
OSAL UTION
a poser
ls in d to
entire at,
RFP e of osals to
nda, ate
t not ded, to e
e the
2.6 In
Should anrequest in in writing. answered should be
Failure to the RFP.
The issuaninformationOral and o
2.7 T
ADPQSPSCPP
2.8 P
A pre-propCounty Ofconferencemaximum Carmelittaplease not
The primaspecific neThe Countassessingalso use thprovided toposted to t
2.9 A
Wake Coudiscussion
nterpretatio
ny proposer finwriting an inteThe deadline to the extent paddressed to
request an inte
nce of a written will be givenother interpreta
Tentative Sc
Action Distribution of Pre-proposal CQuestion SubSealed ProposProposal EvalSoftware DemClient InterviewProduct/VendoPresent Reco
Pre-proposa
posal conferenffice Building, Ge bridge has bof one connec
a.Degraffinreedtify Tom Weste
ary purpose of eeds as well asty’s project teathe needs of t
his time to provo questions prthe County’s W
Award
unty reserves tn and without c
ons, Discrep
d discrepancieerpretation fromfor submitting
possible in thethe attention o
erpretation wil
n addendum in by the Countations or clarifi
chedule
Request for PConference mission Deadsals Due uations and D
monstrations ws of Elevatedor Selection mmendation t
al Conferen
nce will be heldGround Floor been setup, wiction per [email protected] at Tom.We
this conferencs to provide paam will facilitatthe County, asvide participatrior to and presWeb site within
the right to awconducting fur
PAGE:
pancies, an
es, omissions m proposal cog questions is 5e form of addeof Tom Weste
ll be considere
s the only officty. Only questiication will be w
Proposal
line
Discovery
d Proposers
o Board of Co
nce
d on WednesdConference Rth a maximum
dor. Please nocom if you are ster@wakego
ce is to providearticipating firmte an informal s well as to proting firms with sented at the pn seven (7) ca
ward a contractrther negotiatio
10 – VERSIO
nd Omission
or ambiguitiesontact listed in 5:00pm Eastenda to the spe
er.
ed evidence th
cial method byons answeredwithout legal e
ommissioners
day, NovembRoom, 337 S. Sm of 30 attendeotify Carmelittaplanning to re
ov.com for an i
e background ms with the oppresentation aovide insight inany additionapre-proposal c
alendar days.
t, based on inions. Under suc
ON: 10/27/201
ns
s in this RFP, tSection 2.2. Aern, 11/20/201ecifications. Al
hat the propose
y which interprd by formal wrieffect.
DeJaF
ber 19, 2014 aSalisbury Streees on a first ca DeGraffinreeemotely connein-person atten
on the Countypportunity to asand discussionnto the Countyl information rconference alo
itial offers recech circumstan
REQU
14
the proposer mAll questions s14. All questioll written reque
er understand
retation, clarificitten addenda
Target DaOctober 29,
November 19November 20December 17
ecember/Januanuary/FebruaFebruary/Marc
March/April April/May 2
at 10am Easteeet, Raleigh, Ncome first served at ect to the meetndance.
y’s current envsk questions ren to assist party’s project scorelevant to the ong with a list
eived from pronce, the accep
UEST FOR PROP
BOE LMS SOLU
must at once submitted musons will be ests for clarific
ds the provision
cation or additwill be binding
ate 2014
9, 2014 0, 2014 7, 2014 uary 2015 ary 2015 ch 2015 2015
2015
ern at the WakC 27601. A
ve basis with a
ting. Otherwis
vironment andelated to the R
rticipating firmsope. The Coun
RFP. Answerof attendees w
oposers, withoutance of a pro
OSAL UTION
st be
ation
n of
tional g.
ke
a
se,
d RFP. s in nty will rs will be
ut oposal
by the Couparties. Abusiness rwith thoseinto negotithat the Coselected a
2.10 N
All data anrecommenproposer aadvertising
2.11 R
The Countbe returne
2.12 W
A warrantypriced theias part of t Software:and specifpart of theproposer’swarrant threquireme12-monthsprocess) Tspecified h Implemenproducts, dacceptancimplement Hosted Sa-service
2.13 M
The Countyear (sinceof servicesbreakdown
unty shall be dA proposing offrequirements ae proposers thaiations separaounty has tent
a proposer unti
Non-disclosu
nd information ndations, specand its agents g, propaganda
Retention of
ty reserves theed to proposer
Warranty
y is required foir services to rthe overall pro
The selectedfications as sta selected softw
s response expat the content
ents as includes from the finaThe County wiherein.
ntation Servicdeveloped mo
ce date of the rted software c
Solutions: Th(SaaS) soluti
Maintenance
ty will view proe the softwares being providen of maintenan
deemed to be fer should therand technical sat it deems in
ately with such tatively selecteil a contract ha
ure of Coun
gathered by tcifications, andshall not discl
a, and/or in ano
f Proposer M
e right to retain.
or both the sofrecognize thesocurement pro
d proposer shaated in this RFware proposerplicitly exceptsof its proposa
ed in this RFP.al acceptance oll look more fa
ces: The Counodifications, anrespective mo
conforms to the
e proposer sion(s) outlined
e Fees
oposals more fe is not in proded. Year 1 of mnce fees for ye
PAGE:
an acceptancerefore be basestandpoint. Thits sole discretproposers. Ne
ed to award a as been succe
nty Informat
the proposer ad data shall belose or commuother job or jo
Material
n all proposals
ftware and impse warranty proocess.
all warrant thatFP. That is, ther's contract ans from a requiral accurately re Furthermoreof all modules
avorably at pro
nty also requirend system conodules. The ime requirements
hall provide wd in the propo
favorably that uction yet). Thmaintenance sears 2-5, inclu
11 – VERSIO
e of an offer thed on the mosthe County maytion to fall withegotiations witcontract to. Th
essfully negotia
tion
and its agents, e treated by theunicate the afobs, unless writ
s regardless of
plementation sovisions. The
t any proposee detailed requd will be warrarement or speceflects the soft, the warrantyby the County
oposers with w
es a warranty figuration) for plementation ss responses w
warranty inforosal.
waive or discohe County will should be including the perce
ON: 10/27/201
hat such accept favorable termy also, at its so
hin a competitivth a proposer he County shaated and signe
including this e proposer andoresaid mattertten consent is
f which respon
services. It is aextent of warr
d software wiluirements as santed as suchcification. Thetware's capabiy, at a minimumy (as will be de
warranty period
for implementa minimum ofservices firm m
warranted by th
rmation relate
ount the softwnot pay annuauded in the coentage increas
REQU
14
ptance will be ms available fole discretion, ve range. Themay continue
all not be deemed by both par
RFP and all rd its agents asrs to a third pas obtained from
nse is selected
assumed that pranty coverage
l conform to thstated in this R, except to thee selected respility to satisfy tm, should be vefined during tds longer than
tation servicesf 12-months afmust ensure thhe software ve
ed to the host
ware maintenanal maintenancost of the softwse per year an
UEST FOR PROP
BOE LMS SOLU
binding upon from a price, have discuss
e County may e with a proposmed to have finrties.
reports, s confidential. arty or use themm the County.
d. No proposa
proposers have will be evalua
he requiremenRFP will become extent that thpondent must the functional valid for a periothe negotiation the minimum
s (e.g., work fter the systemhat the endor.
ted or softwa
nce fee for thece fees in advaware. Provide nd a not to exc
OSAL UTION
both
ions enter
ser nally
The m in .
als will
ve ated
nts me he
od of ns
m
re-as-
e first ance a
ceed
schedule band supporight to renwill negotia
2.14 A
All pricing users and
2.15 L
The Countof the impltheir propo Furthermoa third parpayment topayment dthe prompContractor
2.16 P
The Countvendors wActivities f Revie Consu Revie Revie Provid Provid Provid Other
If the softwsubcontracexpects to
based on an eort from the sonew the softwaate the fee stru
Additional U
must provide identified part
Limits on Su
ty has approvalementation toosal and these
ore, the implemrty for serviceso the third pardispute will be pt payment to ar by the Count
Participation
ty is requiring will be requiredfor the software
w of project multation assistaw of proposedw of functionade technical asde pre-"Go-Livde periodic quaactivities that
ware vendor isct with the soft
o sign a single
escalator (e.g.,oftware vendorare maintenanucture at the ti
Users and M
“guaranteed ptners.
ubcontracto
al rights over so be carried oue subcontracto
mentation Props, the primary irty. Any disputepromptly reme
a third party (sty for any paym
n of Softwa
the selected s to invest a mie vendor may
management pance for sizingd configurational and technicassistance to Cve" review andality assurancwill be negotia
s not the primaftware vendor fimplementatio
PAGE:
, 2% per year)r itself. Furthernce agreementime of renewa
Modules
pricing” for 12
ors for Imple
subcontractorsut by subcontraors must confo
poser understamplementatioe between theedied by the p
subcontractor) ments owed to
are Propose
software vendoinimum of ten include:
lan. g of hardware.n designs of thal test scripts.ounty program
d support. e review of theated as part of
ary implementafor these servon services co
12 – VERSIO
) for Years 6 -1rmore, the Couts after the init
al.
months from t
ementation
s. The Countyactors. Propos
orm to all Coun
ands, acknowln Contractor a
e primary Contprimary Contramay result in
o the third part
er During Im
or to participatpercent work
e software.
mmers.
e software impf the overall st
ation consultanices. Outside
ontract only.
ON: 10/27/201
10. The Countunty requires ttial term specif
the award of c
n
y will not allow sing firms musnty policies reg
ledges, and agaccepts respotractor and theactor. Failure tothe withholdinty.
mplementat
te in the impleeffort in mean
plementation.tatement of wo
nt, the implemof the softwar
REQU
14
ty will only purthe software fified in the con
contract for add
more than 25st identify all sugarding subco
grees that if thnsibility for fulle third party, ino promptly rem
ng of funds from
tion
mentation effoningful activitie
ork.
mentation consre licensing co
UEST FOR PROP
BOE LMS SOLU
rchase maintenrm to guarante
ntract. The Cou
ditional County
% of the workubcontractors
ontractors.
hey subcontracl and prompt ncluding any medy or to mam the primary
ort. Software es for this task.
sultant is to ontracts, the C
OSAL UTION
nance ee the unty
y
k effort in
ct with
ake
.
County
3.0 G
3.1 C
The Propoattached hProposer cexpertise tspecificatiothat the peProposer ccorporatiorespects facompetitivbidding/proawards.
3.2 C
By submis(including interest, eiservices, oinclude hobureau, orand the indconsultatio
3.3 A
No assignpermitted wcontract re
3.4 In
Provider apenalty (incaused in the extent to require
3.5 D
The projecdocumentcontractua
General
Certification
oser hereby cehereto for termcertifies that thto provide the ons, services, erformance timcertifies that thn, firm or persair and withou
ve proposing aoposing is a v
Conflict of In
ssion of a respfinancial beneither direct or ior (2) will not bolding or retainr committee sadividuals involon with legal c
Assignment
ment of the Prwithout prior c
esulting from th
ndemnificat
agrees to defenncluding reasowhole or in pasame are cauProvider to ind
Delivery of t
ct plan and inits as may be a
ally specified ti
l Terms
n
ertifies that thems, conditions, hey understanscope of the wsoftware and
me specified is heir proposal isson submitting t collusion or f
among all vendiolation of Fed
nterest
ponse, the Proefit, commissioindirect, that wbenefit from aning membersh
anctioned by aved, on separounsel, may re
t
roposer’s obligconsent of the his RFP, in wh
tion
nd, indemnify,nable attorney
art by the neglused by the nedemnify Wake
he Project
tial system desagreed to by thmeframe after
PAGE:
s and Co
ey have carefuspecificationsd the scope ofwork, and that requirements a reasonable
s made withoua proposal for
fraud, so that adors. Further, deral law and c
poser agrees on, finder’s feewould conflict inn award resultihip, or employand/or governerate paper witheject their prop
gations or the County. The P
hole or in part,
and hold harmy's fees) arisinigence or misc
egligence or we County to the
Plan and In
sign documenhe County prior contract sign
13 – VERSIO
ondition
lly examined ts, covenants, rf the work to btheir proposaof this RFP antime. By thei
ut prior undersr the same maall proposals fothe Proposer
can result in fin
that at the time, or any other n any manner ing in a “Confl
yment, on a boed by Wake Ch the responseposal.
Proposer's rigProposer may without the pr
mless the Coug from breachconduct of the
willful miscondue extent permi
nitial System
nt (or other subor to contract sning. The proje
ON: 10/27/201
ns
this Request forequirements, be done, that thal is based upond attachmenr signature on
standing, agreeaterials, supplior the purchascertifies that thnes, prison se
me of submittalremuneration
r or degree witict of Interest.”
oard, elected oCounty. Propose and shall und
ght to receive py not sell, assigrior written app
unty for all lossh of this contrae Provider, its euct of the Countted under No
m Design
bstantively equsigning) are to ect plan shall c
REQU
14
for Proposal ansoftware, servhe Proposer h
on the terms, cts. The Propo
n the responseement, or conies, or equipmse will result frhey understan
entences, and
, they: (1) havn) and shall notth the performa” A “Conflict ooffice, departmsers shall idenderstand that
payment hereugn, transfer or proval from W
s, liability, claimact or injury to employees or nty. It is the int
orth Carolina la
uivalent implembe delivered w
contain a comp
UEST FOR PROP
BOE LMS SOLU
nd documentsvices, etc. andhas knowledgeconditions, oser further age to the RFP, thnection with a
ment, and is in arom free, opennd collusive civil damage
e no interest t acquire any ance of Propo
of Interest” shament, division ontify any interethe County, in
under shall beconvey the
Wake County.
ms, expense, opersons or proagents, exceptent of this secaw.
mentation within a plete work
OSAL UTION
s d the e and
grees he
any all
n and
oser’s all or ests, n
e
or operty pt to ction
breakdownpenalties.
3.6 L
In the evento this RFPagreemenwhich casepromised fremedy wi
3.7 In
It is undersindependeown mannright to exeemployed responsiblpayment obenefits, ta
3.8 P
Payment fresulting frupon receestablisheservices reexpenses original bil In additionacceptanc
3.9 In
Service Prnot commCounty's RCarolina aEmployee
Commerc$2,000,00contractua Commercproperty dprovision o
n structure wit
Liability fo
nt the selectedP after notice ant for cause, ore the Implemefunctionality aill be in additio
ndependent
stood that in thent contractor, ner and methoercise full contby the Proposle for, and shaof its employeeaxes, exaction
Payment
for the BOE LMrom this RFP sipt of original i
ed by the Counendered. (Phoas allowed in lings for such
n, the County wce of the entire
nsurance
roviders shall oence work unt
Risk Manager.and Coverage .
ial General Lia0 aggregate.
al liability.
ial Automobileamage. Evideof services und
th task depend
r Failure t
d proposer (Imand reasonabr (2) upon writtenter shall be lnd such amou
on to any other
t Contracto
he performancand is not an
od, except as rtrol over the emser in the perfoall indemnify, des, including cns, and regulat
MS system anshall be madenvoice(s) in ac
nty. Prior to paotographs or fathe Agreemenexpenses.
will retain 20%e system, whic
obtain, at theirtil such insuran. Workers' CoB Employers
ability - CombiThis insuranc
e Liability, with ence of commder this Agree
PAGE:
dencies and pr
to Provide
mplementer) fale opportunity ten notice to thliable for any aunt may be subr warranties or
or
ce of any serviagent or emp
required by thismployment, diormance of thedefend, and sacompliance wittions of any na
nd for the implee in amounts accordance and
ayment, the Coacsimiles of invnt that are incl
% of all service ch will be defin
r sole expensence is in effect
ompensation InLiability $500,
ned single lime shall include
limits of no lesmercial automoement and/or a
14 – VERSIO
redecessors. N
Functiona
ails to provide ato cure, the C
he Implementeadditional costbtracted from r remedies pro
ices herein proployee of the Cs contract. Fuirection, compe services herave the Countyth Social Secuature whatsoe
ementation of nd at times sed in conformityontractor mustvoices will not uded in the inv
payments, wited during the
e, all insurancet and certificatnsurance, with000 each acci
its of no less te Comprehens
ss than $500,0obile coverage are brought on
ON: 10/27/201
Non-performa
ality
a functionality County may (1er, obtain the fts incurred by any amount o
ovided.
ovided, the ProCounty and shaurther, the Propensation, andreunder. The Py harmless, frourity, withholdinever.
services rendet forth in the Ay with payment submit an oribe accepted.)voice(s) must
th such retenticontract nego
e required in thtion thereof hah limits for Covident, disease
than $1,000,00sive Broad For
000 Combinedis only necess
n a Wake Coun
REQU
14
ance in this reg
in accordance) terminate thfunctionality frothe County in
owed to the Im
oposer shall ball furnish suchposer has, an
d discharge of Proposer shallom all matters ng, and all oth
ered pursuantAgreement andnt dates for billginal dated ite) Any reimbursbe supported
ion being releaotiation phase.
he following paas been receivverage A Statue policy limit an
00 each occurrm Coverage
d Single Limit sary if vehiclesnty site.
UEST FOR PROP
BOE LMS SOLU
gard may resu
e with its respoe implementatom a third parobtaining the
mplementer. Th
be, and is, an h services in itd shall retain tall persons l be solely relating to theer wages, sala
t to the Agreemd shall be mads and claims a
emized invoicesement for with attached
ased on final
aragraphs andved by Wake utory-State of Nnd disease Ea
rrence and including
for bodily injurs are used in t
OSAL UTION
lt in
onse tion rty, in
his
ts the
e aries,
ment de as e of
d
d shall
North ach
ry and the
Technologper claim aof informatincluding brequest. Pand to puris cancelleretroactiveCertificateoccurrencecoverage a Profession Employeeloss payee All insuranInsurance insured, asCarolina lashow "thirtcertified m If an "ACCimpose nobe deleted Copies or sent to:
If the Servcoverage s
3.10 G
This RFP State of NCarolina, teffect.
3.11 C
The Countintend to ethe informaward. Wawith any p
gy Services Prand $2 million tion arising frobreach respon
Provider agreesrchase and maed or not renewe date to cover
of Insurance te basis, and ifas set forth he
nal Liability (Cy
Dishonesty (fe.
nce companiesPolicies, exce
s their interestaw. Certificatety (30) days' n
mail."
CORD" Insurano obligation or d.
originals of co
W
vice Provider dsatisfactory to
Governing L
and any controrth Carolina. the State laws
Confidential
ty assumes noelicit proprietaration is to be lake County re
person(s) or firm
rofessional Liaaggregate. Sh
om either neglinse expenditurs to maintain aaintain Supplewed. If coveragr the effective to Wake Counf on a claims berein survives
yber Risk) with
fidelity bond or
s must be licenept Workers' Cts may appeares of insuranceotice of chang
nce Certificateliability of any
orrespondence
Wake County
does not meet Wake County
Law
ract resulting thShould any po shall invalidat
l Informatio
o responsibilityry information. abeled as sucserves the righm(s) involved
PAGE:
ability (Errors ahall include coigent or intentires and defensa retroactive dmental Extendge is replaceddates of this anty specifying wbasis, the retrothe effective d
h limits of $1 m
r crime policy)
nsed in North Compensationr and (2) to ame shall be signge or cancellat
e is used, the wkind upon the
e, certificates,
Wake County Justice Cen
301 S. Ralei
the insurancey may be cons
herefrom shallortion of any cte only that po
on/Public Re
y for confidentHowever, if p
ch. Proposals aht to share anyin the review a
15 – VERSIO
and Omissionsoverage for thironal acts of Pse. A copy of Pate prior to or ded Reportingd, the new policagreement. Pwhether the re
oactive date of dates of this ag
million per occu
with limits of $
Carolina and b, shall be endo
mend cancellatned by a licenstion will be give
words "endeave company" in
endorsements
ty Contracts Mter, 2nd FloorMcDowell Strgh, NC 27601
e requirementssidered.
l be governed contract be in cortion. The rem
ecords Law
tiality of informroprietary infoare not subjecy information sand evaluation
ON: 10/27/201
s) Insurance wrd party expen
Provider's empProvider's poliequal to the e
g Period or 'tailcy must includ
Provider shall pequired coveraf the coveragegreement.
urrence/$2 mi
$250,000 whic
be acceptableorsed (1) to shtion notice to 3sed North Caroen to the Wak
vor to" and "buthe "cancellat
s or other item
Manager r - Finance Dereet 1
s of the specific
by and constrconflict with th
maining portion
w
mation offered iormation is subct to public inspsubmitted in ren process. Pro
REQU
14
with limits no lenses resulting loyees or an ocy shall be pro
effective date ol coverage' if thde prior acts coprovide on an age is underw. The duty to
llion aggregate
ch name Wak
e to the Countyhow Wake Cou30 days, pursuolina agent an
ke County Risk
ut failure to mation" paragrap
ms pertaining to
epartment
cations, altern
rued accordinghe laws of the Sn of the contra
in a proposal. bmitted as partpection until aesponse to thioprietary or co
UEST FOR PROP
BOE LMS SOLU
ess than $1 mifrom breach o
outside sourceoduced upon of this agreemhe policy expiroverage or a annual basis a
written on a claprovide exten
e.
ke County as th
y's Risk Manaunty as additiouant to North nd be amendek Manager by
ail such notice ph of the form s
o insurance sh
nate insurance
g to the laws oState of North ct(s) shall rem
The RFP doert of the proposfter the contras RFP or proconfidential
OSAL UTION
illion or loss e,
ment res or
a ims or ded
he
ger. onal
d to
shall shall
hall be
e
of the
main in
es not sal, act cess
informatioN.C.G.S. inspectionparticipate
3.12 C
Proposer mmay be imitems offernotify WakCounty resto cancel t
3.13 A
Submissioclearly and Furthermohas the soany and ait is deemeor all of thewith individmake no sCounty.
3.14 N
From timeperform seservices (tagree andthrough an
on must be cleChapter 132,
n is made unde in any subs
Compliance
must comply wmposed which wred on this proke County at oserves the righthe contract.
Acceptance
on of any propod specifically n
ore, the Countyole discretion all informalities ed to be in thee items in the dual Proposerselection if pro
New Service
e to time duringervices that arethe “New Serv document the
n amendment
early labeled , will not be mder public recequent civil a
e with Laws
with all applicawould necess
oposal prior to once, indicatinght to accept an
e
osal indicates noted otherwis
y is not boundand reserves thand or irregula
e County's besproposal, and
rs if it is deemeposals are dee
es
g the implemee not specifica
vices”). Prior toe scope of worto the contrac
PAGE:
as such at thmade available
ords law, the action to comp
s and Regula
able State and itate alterationtheir delivery, g in their letterny such alterat
a Proposer’s se in the propo
to accept a phe right to canarities, or to ret interests to dto award the
ed in the Counemed to be ou
ntation period ally described o beginning work to be perforct.
16 – VERSIO
e time of initiae for public inproposer will
pel disclosure
ations
Federal Lawsn of the materia
it shall be ther the specific retions, including
acceptance ofosal.
roposal on thencel this RFP, e-advertise witdo so. The Coucontract in wh
nty’s best intereutside the fisca
and afterwardin the Statemeork on any Newrmed and com
ON: 10/27/201
al submissionnspection. In l be notified oe of confident
s. In the evental, quality, wor
e responsibilityegulation whicg any price ad
f the condition
e basis of loweand to reject a
th either the idunty reserves
hole or in part arest. Moreoveral constraint o
d, the County ent of Work buw Services, th
mpensation rate
REQU
14
n and to the ethe event tha
of the requestial information
t any Governmrkmanship or
y of the succesch required sucdjustments occ
ns contained in
est price, and fany and all proentical or revisthe right to acand/or negotiar, the County rr not in the be
may elect to hut are related the Proposer ane. This will be
UEST FOR PROP
BOE LMS SOLU
extent provideat a request fot and may n.
mental restrictiperformance o
ssful Proposer ch alterations.casioned there
n this RFP unle
further, the Cooposals, to wased specificaticcept or reject ate any or all itreserves the rigst interest of th
have the Propoto the contractnd County willaccomplished
OSAL UTION
ed by or
ions of the r to . The eby, or
ess
ounty aive ions, if any
tems ght to he
oser ted
d
4.0 D
4.1 P
Proposersproposer ipossible arequiremeparts, paginto the fol
InstructionResponsenot to be in
4.2 E
(Proposal the proposautomateddescribe thfor the softparty softwtoll-free tel
Detailed
Proposal For
s shall prepares required to s
and provide a sents of the RFPes, figures, anllowing major s
PROPOSA SECTIO
123456789
1011
ns relative to eae information sncluded.
Executive S
Section 1.0) Tser’s proposald processes anhe proposal. Pftware firm, theware being prolephone numb
d Submi
rmat
e their proposasubmit the prostraightforwardP. Utmost attend tables shousections:
AL ON TITLE
Title P Letter Table Pre-q
.0 Exec2.0 Scop3.0 Comp4.0 Propo5.0 Resp6.0 Imple7.0 Maint8.0 Client9.0 Cost 0.0 Exce.0 Samp
ach part of thehould be limite
ummary
This part of the. The summarnd should inclPlease note the contact for thoposed. Contaber.
PAGE:
ttal Req
als in accordanposal in a sead, concise desntion should bld be numbere
E
Page r of Transmittae of Contentsqualification Ceutive Summare of Servicespany Backgroosed Software
ponses to Funcementation andtenance and St ReferencesProposal ptions to the Rple Documents
e response to ed to pertinent
e response to ry should be oude technical
hat the executihe implementaact information
17 – VERSIO
quireme
nce with the inaled package. scription of the be given to acced and clearly
al
ertification Forry
und e and Computictional/Technicd Training PlaSupport Progra
RFP s
this RFP are dt information o
the RFP shouriented towardinformation anve summary s
ation services f should includ
ON: 10/27/201
ents
structions outlProposals shoproposer’s ca
curacy, compley labeled. The
rms
ing Environmecal Requireme
an am
defined in the only. Marketing
uld be limited td the businessnd language oshould identifyfirm if different
de a valid e-ma
REQU
14
lined in this seould be preparapabilities to saeteness, and cproposal shou
ent ents
remainder of tg and sales typ
to a brief narras personnel whonly to the extey the primary et, and the contail address, fax
UEST FOR PROP
BOE LMS SOLU
ection. Each red as simply atisfy the clarity of conteuld be organiz
this section. pe information
ative summarizho would use tent required toengagement cotact for any thix number, and
OSAL UTION
as
ent. All ed
n is
zing the
o ontact rd-d a
4.3 S
(Proposal overall undwork from
4.4 C
(Proposal company, business fcommitmeadditional
Backgroun
How lo
A brie
How lo
Includpurcha
Most rcontaiprofitaprovid
Listingbusine
Listing
Any mcapab
A brie
A list othan cImplem
If partimplem
EvideCaroli
Copie
4.5 P
(Proposal proposed the desired
Scope of Se
Section 2.0) Tderstanding ofproject incept
Company Ba
Section 3.0) Ethe implemen
function so thaents set forth insupport or cla
nd information
ong the comp
ef description o
ong the comp
de system/techases of other c
recent auditedined in relevanability, etc. (Noded on a separ
g of installs at ess departmen
g of all major s
material (includbilities.
ef description o
of clients wherconvenience. Amenter, the Im
nering, how lomentations the
nce that the vena.
es of business
Proposed So
Section 4.0) Tsystem. The od scope can b
ervices
This section of the project antion to the com
ackground
Each proposantation partner'at the County cn response to
arify requested
n shall include:
any has been
of the company
any has been
hnical history ocompanies wit
d financial statent annual repoote: Only 1 coprate, labeled C
entities similarnt and program
software releas
ding letters of s
of any pending
re the contractA brief descrip
mplementer’s E
ong the impleme two parties h
endor is a corp
licenses, profe
oftware and
The proposer moptimal future cbe accommoda
PAGE:
f the proposal nd the scope o
mpletion of the
al must provide's company ancan evaluate tthe RFP. The information.
in business.
y size and org
selling the pro
of the companyth technical co
ements for theorts. The statempy of the finan
CD.)
r to the Countym with the con
ses/upgrades
support or end
g litigation.
tual relationshption of why theEngagement M
menter has wohave complete
poration, is in g
essional certifi
d Computin
must present, configuration wated by the pro
18 – VERSIO
should includof work proposwarranty perio
e the following nd any third-pahe proposer’s County, at its
ganizational str
oposed softwa
y as backgrouomponents of
e software venments should ncial statement
y by name andntact name for
for the past tw
dorsement from
ip was not come relationship Manager, and
orked with the sed together and
good standing
ications or oth
ng Environm
in detail, the vwill depend heoposed solutio
ON: 10/27/201
de a general dised. The scopod.
information aarty vendor bestability and a
s option, may r
ructure.
are to clients s
und (ie, how thyour software
ndor and the soinclude informts is required.
d state. The nr each, should
wo (2) years
m clients) indic
mpleted and wwas severed athe Project Ma
software vendd the structure
g and qualified
her credentials
ment
version, featureeavily on the pon configuratio
REQU
14
iscussion of thpe statement s
bout the submeing proposed ability to supporequire a propo
similar to the C
he company cae, etc.)
oftware implemmation on annu
If preferred, t
umber of useralso be includ
cative of the pr
was severed foand the nameanager are als
dor and how me of the partne
d to conduct bu
s.
es and capabproduct chosenon versus cust
UEST FOR PROP
BOE LMS SOLU
he proposer’s should include
mitting proposeto provide a
ort the oser to provide
County.
ame to exist,
mentation firmual sales, this may be
rs, distinguisheded.
roposer’s
or reasons othes of the so required.
many erships.
usiness in Nor
ilities of the n and how mutomization.
OSAL UTION
e all
er’s
e
m as
ed by
her
rth
ch of
In additionanswers to
4.5.1 TprthhasehoC PUremhaofanexWsishWsoisvu
4.5.2 Mmhosewsoofwpra
4.5.3 A
resotofil
4.5.4 S
intoabat
4.5.5 U
arancu
n to the descripo the following
echnology Arcroposed hardw
he logical distriardware/softwerver and clienosted solution
County’s LMS s
rovide details Upon which plaequirements?
minimum client ardware and f operation? nd productionxternal organiz
What are the mgnature pad, mhared and/or v
Will mail be rouo, does it wor
s not vulnerabulnerabilities?
Modular Integramain applicatioow are they inecurity definitio
with other systeoftware cost, mf this proposal
with the 3rd partrovider where separate cont
Administration Tequired to maiolution capabiools do you proe)?
ecurity. What ncluded in the ool access, apbility to requirttempts. See
Upgrade tools. re patches andnd end user) isustomizations
ption, please pg questions:
chitecture. Inclware or softwaibution of syste
ware architectunt computer cos as well, appsystem will res
regarding the atforms does y
What are the requirementssoftware is reWhat technic
n phases? Wzation would n
minimum technmobile phone virtual server cuted through rk with Lotus Nble for use as ? How frequen
ation. What pron? What are thtegrated into tons and similaems? Proposmaintenance, . Proposer shoty, if any i.e. is the Proposer tract need to b
Toolsets. Whantain the systelities for systeovide to accou
security tools user security pplication accesre strong passe Attachment
What is the sod fixes deployes generally req(e.g., user-de
PAGE:
provide in succ
luded in this seare platform, inem componen
ure diagrams, ponfigurations wly the proposeside.
system’s faultyour system ru
optimal and ms? What client equired for thecal environme
What are the haneed to meet inical requiremecredit card rea
capabilities? Wour systems Notes? Whata spam relayntly does you
oposed moduhe third party athe main applicar menu structusers must incluimplementatioould also incluthere an estawill be the prim
be entered dire
at administratioem? What tooem performanunt for continuo
are included wprofile? How ass, menu acceswords, force3 for the Wak
oftware upgraded? How are quired with up
efined tables an
19 – VERSIO
cinct narrative
ection should ncluding netwonts and procesprocess flow dwhere appropred questions a
t tolerance andun? What are minimum serveand server ope proposed sy
ents are needeardware, softwn order to instaents for any suader, documeWhat browser using SMTP t safeguards
y? How often ur domain nee
les are fully intapplications? cation? For insures? In additi
ude the cost ofon, training cosude details on blished businemary vendor rectly with the 3
on toolsets areols are availabnce monitorinous operations
with the systemare the followiness, and querye periodic chake County Pa
de frequency?upgrades appgrades to the nd fields) durin
ON: 10/27/201
form (at least
be a detailed tork, tools, perisses across thdiagrams, netwriate. As the Cand identify the
d ensure the fthe optimal aner requiremenperating systemystem at started during the
ware, and infrastall and interfacupporting hardnt scanner, wiplugins (with vrelay with forare in place tis the security
ed to be remo
tegrated (part If there are prostance, do theion, what do yf any third partst, and any oththe contractuaess partnershirepresenting in3rd party vendo
e included withble to customizng, load balans with respect
m? How is theng restrictions ying/reporting
anges, and enssword Policy
? How are patplied? How msystem? Whang the upgrad
REQU
14
one paragrap
technical overpherals, softw
he architecturework diagrams
County will evae environment
following quesnd minimum nts? What are tms are supporrt up and overe developmenstructure requce with the Co
dware and mobireless tablet, version numbermatting doneto ensure thaty of that syste
oved from blac
of the base sooposed third-pe third-party apyou use to intety products, inher related cosal structure of ip with the 3rd nterest of bothor.
h the system? ze the system?ncing, and errot to software ch
e security profaccomplishedaccess? Des
nforce user loy.
tches and fixesuch training (tat happens to e? How many
UEST FOR PROP
BOE LMS SOLU
ph per item)
rview of any ware licenses, ae. Include s and minimumaluate vendor-t on which the
stions are answnetwork the optimal anrted? What r the first ten ynt, test, traininuirements that ounty’s systembile devices (i.etc.)? What aers) are require in html or text the email syem reviewed cklists?
oftware) into thparty applicatiopplications sha
egrate your proncluding the sts in the total the relationshparty software companies, o
What skills a? What are theor reporting? hanges (i.e. co
file defined? Wd: administrativscribe the solutck-out after fa
s applied? Hotechnical trainisoftware y versions of t
OSAL UTION
and
m
wered:
nd
years ng, an
m? .e. are the red? xt? if ystem for
he ons, are oduct
cost ip
e or will
are e What
onfig
What is ve tion’s ailed
ow ng
the
socu
4.5.6 Den
4.5.7 P 4.5.8 R
ro
4.6 R
(Proposal proposed detailed lisaccommodfunctional/
4.6.1 Res
This attachrequiremeprovided. modificatiomatrix in 4.6.2 Res
In additionthe busineunderstan
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20 – VERSIO
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ON: 10/27/201
tandard mainteapplied and av
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tools are includ
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ments
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REQU
14
enance windovailable for us
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nclude a well-dposed softwar
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.7.4.1 Trainin
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vide a detailed
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h vendor resouuld clearly sho
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otiations proce
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ng
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PAGE:
plan for imple
gement to be e
w) nd System Adowledge Trans
ing. This sectio
ement will be sand specify ane engagementcted (normal bplan and schec.) is a recomm
the vendor to sets, including needs from theroposed proje
equire County a
ed to completes unit knowledt Chart). Incluanalysts, and
urces will be loow the numbe
ffice space wiln, including fu
ess.
include:
ministrators ore knowledge tr
21 – VERSIO
ementing the p
executed by th
dministrator) sfer
on should incl
scheduled (wity lead time that (in business dbusiness hoursedule. If a phamended optio
complete systresource levee County, suchct team, with qapproval for a
e system impledge, including rde the technicother technica
ocal and whichr of resources
l be made avarniture and off
r Technical Sransfer/ trainin
ON: 10/27/201
proposed syste
he vendor/prov
ude the follow
thin a specific at may be reqdays). rs versus after ased approachn for County c
tem implemenels on the projeh as space anqualifications f
any changes to
ementation. Tresource levelcal level needeal resources.
h will be remotes allocated to t
ailable for use fice equipmen
Support Staffng on platform
REQU
14
em. This inform
vider. Typical i
wing:
timeframe or buired before w
hours or weeh (go-live implconsideration,
ntation. This sect timeline (prnd infrastructurfor each team o the vendor p
This section shls on the projeed for system
e resources. he project at e
by the vendornt. Details will
and proposed
UEST FOR PROP
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mation should
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based on an ework can begin
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section should referably a re requiremenmember. The
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OSAL UTION
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.7.4.2 Data C
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the proposed endor’s infrasto older data for
n the event theansactions an
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on including das, and accessneeded for theorting must bepport. The Couess processesnt. Vendor resan that covers
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e. Vendor resaterials.
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PAGE:
ata flows, requs. Wake Coune internal custoe understood aunty expects t
s (maintain thesponses must included topic
ystem deploymes with the maj system must ponses must
nclude: ff-site, CBT, aty of the softwe.g., developm
ty of the Coun
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tion informatio
s for all precin
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ted solution we provide a stad budgeting pu
rminated, the that a copy of ed to be the a
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22 – VERSIO
uired infrastrucnty must be abomer departmeand the proceshese individua
e system) withoprovide a deta
cs.
ment is trainingjority being retbe simple for provide a deta
nd browser baware/implemenment of custom
nty staff in the d
selected systeng data (the lisd in the ERNIELMS include:
on (12-digit Un
nct officials for
all standardize
where County datement of yourposes.
County owns such data be
amount of times by which you
m
red to provide s 2 - 10) follow
ON: 10/27/201
cture, the manble to be able tents. Knowledss shared for inals to be able tout vendor assailed system a
g end users. Ptirees who arethe end user a
ailed end-user
ased training sntation vendor mized training m
design and im
em, significanst of officials aE database. S
nique identifica
all previous el
ed import form
data will be retur record reten
the portion of returned to the
e required so thu will fulfill this
a detailed mawing the Go-Liv
REQU
14
nagement of usto configure thdge of data, tanternal Wake to centrally mosistance follow
administration a
Precinct volunte not at their coand the traininr training plan,
services for thein the design materials, deli
mplementation
t data conversand the classeome of the ex
ation number (
lections.
mats (excel, cs
tained and mantion rules and
your databasee County in itshat there is noobligation if ne
aintenance conve date.
UEST FOR PROP
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ser accounts, he system, andable structuresCounty staff toodify and creawing the initial and support
teers have a bomputers ng should refleincluding sam
e system userand implemenvering training
of the training
sion may be es they have xisting data tha
(VRN), email
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anaged within td customer ac
e that relates ts entirety in a tot a disruption eeded.
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OSAL UTION
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The propoand any bsolution m
R T
24 A S
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4.9 C
(Proposal County wiwill be conproposer'smanager f The propoAddress, adays, prefewith the vethe vendo The propoAddress, aattest to th
4.10 C
(Proposal should be ownershipmaintenanThe pricinProposersProposersconcurrenand/or naapplicable The propostated reqrequired.
osal must specusiness partne
may be hosted
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Section 8.0) Tll not call prop
ntacted by the s Reference Mfor each refere
osal must contaand Phone Nuerably local goendor for the sr’s proposal.
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Cost Propos
Section 9.0) Passumed to in
p over five (5) ance costs for Yng format shos should subms should cleant user model med licensinge.
osal should aquirements, tr
cify the nature ers including, gby the propos
cal support (e.gat/Online suppmanuals, etc.)e/bug tracking efining “levels
sed. d of future upgodule. ser groups anding, resolutionpatches. ed for third-pare.g., on-site, r
ences
The County coosers to tell thCounty during
Manager to comence must be l
ain four (4) veumber) of the vovernment. Thsoftware-as-a-s
so include fourumber) that haem performan
sal
Proposers shonclude all funcand ten (10) ye
Years 2 – 10. uld detail the mit pricing for rly document versus indivi
g for internal
lso contain coraining, maint
PAGE:
of any post-imgiven that the
ser:
g., 60 days ofort (e.g., includ. software to en
s” of customer
grades and pro
d their geogra procedures a
rty solutions (ifremote dial-in,
onsiders referehem that their rg the selectionmplete a referelisted.
rifiable businevendor’s propohe County reqservice or hos
r (4) technical rave received alnce and implem
ould submit anctionality listed ears. Include Describe the hfollowing: soboth hosted the software dual (named)(BOE staff/ad
ost estimates enance and s
23 – VERSIO
mplementationproposer may
on-site suppode toll-free sup
nter and reviewsupport (e.g.,
oduct enhance
aphic areas. and guarantee
f applicable).Web site acce
ences to be imreferences will
n process. Simence. The nam
ess referencesosed solution tquires that at lested deployme
references (Coll software upgmentation.
n estimate of pin the RFP. Inan itemization
hardware confftware, impleand on-premlicensing mo
) user model.dministration)
for customizasupport plans
ON: 10/27/201
n and on-goingy not be locate
ort after go-livepport hotline, h
w status of issgold, silver, e
ements includ
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ess to patches
mportant in its dl be contacted
milarly, the Coumes and phone
s (Company Nthat has been east two (2) of ent option if inc
ompany Namegrades within e
project costs innclude implemn of all annual figuration assomentation seise deployme
odel(s) in the p Proposers shand external
ations that mas, and/or any t
REQU
14
g support proved locally and t
e). hours of opera
sues. etc.). Define wh
ding historical f
times.
s, fixes and kn
decision to awd because all runty will not woe numbers of
ame, Contact operational fo
f the referencecluded as a po
e, Contact Naeach release s
n the proposalmentation cost
3rd party licenociated with thrvices and m
ent options, if proposal; for hould distingul (trainee) use
ay be necessthird party lice
UEST FOR PROP
BOE LMS SOLU
ided by the vethe proposed
ation, availabil
hat level of sup
frequency of
nowledge base
ward a contracreferences proork through a the project
Name, Title, Eor a minimum oes have contraossible option w
ame, Title, Emaseries and can
. Project scopeand the total cnsing fees. Inche cost proposaintenance. applicable. example, uish concurreers, where
sary to fulfill thenses that ma
OSAL UTION
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4.12 S
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pr S
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ty reserves theprocess and nnderstanding t
fully provide c
ty may award s initial offer shhave discussiorequest revise
costs must be, identified withStatements CD
Exceptions t
Section 10.0) requirements
on shall includen of the advan may reject anntal informatio
Sample Doc
Section 11.0)
oftware Licensample Mainteample User arocedures, etcample Report
o Class Ro Online o On-site
ample Workfloo Initial So Initial So Bulk Uo Admino Admin
Complo Learne
Upgrade/New Rrd Party Produample Implem
e right to contaegotiation procthat they may
ost and work e
a contract, bahould, thereforon with those p
ed pricing offer
e in hard copyh the project nD can be com
to the RFP
All requestedin this RFP. Ae the scope of ntages or disadny exceptions on, if necessary
cuments
Proposers sh
sing Agreemenance Agreemnd Administrac.) s Roster Training Com
e Training Comow ConfiguratScreen AdminiScreen Learnepload Templaistrator View –istrator View Oetion)
er View Class ARelease Notificct Licensing A
mentation Serv
PAGE:
act proposers cess. The Cohave to make
estimates will
ased on initial ore, be based oproposers thars from such p
y and on a sepame, RFP numbined if neede
d information inAll exceptions sf the exceptiondvantages to tor specificatioy, to assist the
hould include s
ent ment, includingtor Document
mpletion mpletion (attenion Screens (ifistrator View er View ate – Spots AvailaOf Learner Ass
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Agreements Anvices Agreeme
24 – VERSIO
on cost and sounty is asking
assumptions.
lead to elimina
offers receivedon the most favt it deems in itroposers, and
parate CD in a mber, date, aned.
n this RFP mushall be clearlyns, the ramificahe County as
ons within the pe County in an
sample copies
g a Service Leation (user gu
ndance) f available)
ble In Class Ssociation/Statu
alendar And/Oample Releasend Support/Maent
ON: 10/27/201
scope clarificatg proposers to . Such assum
ation early in th
d without discuvorable terms ts discretion to make an awa
separate envend time due. T
ust be suppliedy identified in tations of the exa result of excproposal. Prop
nalyzing respo
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evel Agreemenuides, training m
Session us (Role, Clas
Or List View) e Notes aintenance Co
REQU
14
tion at any timestimate costptions should
the evaluation
ussion of suchavailable. The
o fall within a card and/or con
elope labeled The Cost Prop
d. Proposers mthis section anxceptions for tceptions. The posers may alsnses to this R
ng documents
nt (SLA) materials, tech
ss Scheduled,
ontracts
UEST FOR PROP
BOE LMS SOLU
e throughout tts for all categobe stated.
process.
h offers. A e County may,competitive rannduct negotiati
with “Cost posal CD and t
may take excend a written the County, anCounty, in its sso provide FP.
s:
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Training
OSAL UTION
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5.0 E
5.1 S
EvaluatioThe Countknowledgeand rating Specificallimplementselection t County StThe Countapproval bevaluatingof Commis
5.2 E
Evaluationbased on t
Im R S C R M C
These crite
All propossubmittal rand submtwo (2) buSponsors as the failumay be rej
5.3 E
A weightinvalue soludemonstra
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Selection Pa
n Team ty evaluation te of specific buof the proposy, the team witation capabilitto the County s
takeholders ty sponsors w
body for recomg the final recossioners.
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n criteria will bethe following c
mplementationResponses to t
ystem FunctioCompliance to Responses to tMaintenance anClient Referenc
eria are provid
als received wrequirements. issions. Upon siness days ofmay grant an ure to provide jected.
Evaluation S
ng analysis of ttion for Wake
ations during th
on Crite
articipants
team consists usiness procesals and demoill be responsibties, costs, andsponsors.
will play the mammendations mmmendations
of Proposals
e used to detecriteria:
n Capability anhe Requireme
on and CapabiRFP he Essay Quend Support Places, Vendor Ba
ded for informa
will be inspecteThe County msuch a requesf the request oexception to ta cost schedu
Selection Pr
the evaluationCounty and itshe time design
PAGE:
eria
of subject masses. The Constrations andble for evaluatd other selecti
ain “governancmade by the efor vendor se
s
ermine the suc
nd Strategy ents Matrix ilities
estions an ackground, Fin
ational purpos
ed for complianmay contact indst, the vendor or the proposahis timeframe
ule, may result
rocess
criteria will bes partners. Prnated in Sectio
25 – VERSIO
tter experts froounty evaluatiod for conductinting software fion criteria and
ce” role on the valuation teamlection and ap
ccessful vendo
nancial Streng
es and are no
nce with the gedividual vendomust furnish a
al will be evaluaif it is felt to be
t in a declaratio
e utilized to deroposers shouon 2.7 of this R
ON: 10/27/201
om County deon team will beng interviews dfunctionality, ted making the r
project as wem. The Countypproving the se
or. The vendo
gth, Experienc
ot intended to r
eneral RFP reors for clarificaany requestedated as originae warranted. on that the pro
etermine the veuld be prepareRFP as part of
REQU
14
epartments thae responsible fduring the optioechnology arcrecommendati
ell as serve as y sponsors areelection for ele
or’s proposal w
ce on similar p
represent an o
equirements aation or correctd information toally received. TMajor errors ooposal is non-c
endor that reped to conduct pf the evaluatio
UEST FOR PROP
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at have deep for the evaluatonal site visitshitecture, ions for vendo
the organizatie responsible evation to the
will be evaluate
rojects
order of prefere
nd detailed tion of minor eo the County wThe County
or omissions, sconforming an
resents the beproduct on process.
OSAL UTION
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or
onal for Board
ed
ence.
errors within
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est