ࡱ> { bjbjzz R;I00000TtHF%(n%n%n%&6'(\GGGGGGG$JrMRG0(&&((G00n%n%4`H***(^0n%0n%G*(G**AACn%QHF) BGvH0H'B^M) M4CM0C((*(((((GG*(((H((((M((((((((( :  Request for Quotations Personal Services Consulting Services for Zuora Software Deployment Quotations due by: May 10, 2013 Contact: Joseph Boland, Database Manager/Coordinator Fax: 541-346-2471 Email: jboland@uoregon.edu Department: Educational and Community Supports, an institute in the College of Education Address: 1235 University of Oregon, Eugene, OR 97403-1235 Submittal Instructions: Enter the requested information on the Request for Quotations (RFQ) form, print and sign it. Prepare your complete response, including the RFQ form and any additional documents. Submit the complete response via email, facsimile or US mail to the department contact noted above. General Information: The State Board of Higher Education acting by and through the University of Oregon on behalf of the Educational and Community Supports, an institute in the College of Education (University) is issuing this RFQ for the procurement of personal services as described in the Scope of Work section below. Use this form to submit your signed quotation pursuant to the submittal instructions by the date and time shown above. Additional documents may be included as part of the response, provide all documents in Word format. If you do not use this form your quote may be deemed non-responsive. If you do not sign this Request for Quotations form or submit it to University by the due date and time, your quote will be deemed non-responsive and will not be considered for award. By providing a quote in response to this RFQ, Contractor agrees to the terms and conditions contained in this RFQ and further agrees to the Personal Services Contract Standard Contract Provisions found at  HYPERLINK "http://pcs.uoregon.edu/content/forms" http://pcs.uoregon.edu/content/forms. Any contract resulting from this RFQ will be subject to the Personal Services Contract Standard Contract Provisions. Quotations submitted that contain any exceptions or modification to the terms and conditions contained in this RFQ or the Personal Services Contract Standard Contract Provisions, may be deemed non-responsive by University in its sole discretion. If modifications to the Personal Services Contract Standard Contract Provisions are requested the sections and specific modifications must be provided. Separate terms to replace the Personal Services Contract Standard Contract Provisions in its entirety will not be considered. Quotes submitted in response to this RFQ will be retained by the University for the required retention period and made a part of the file or record that will be open to public inspection. If a response contains any information that is considered a trade secret under ORS 192.501(2), mark each page containing such information with the following legend: TRADE SECRET. The Oregon public records law exempts from disclosure only bona fide trade secrets, and the exemption from disclosure applies unless the public interest requires disclosure in the particular instance. Non-disclosure of documents or any portion thereof or information contained therein may depend on official or judicial determinations made pursuant to law. An entire response to this RFQ marked as trade secret is unacceptable, and all parts of such quote will be deemed available for public disclosure. XX Insurance Requirements: If checked, the specified insurance is required for any contract resulting from this RFQ. See Attachment D included in this RFQ, Personal Services Contract Insurance Requirements. XX Additional Terms and Conditions: If checked, this quotation is subject to additional University terms and conditions: University reserves the right to accept or reject quotations on each line separately, or as a whole, to reject any or all offers, to waive any informalities or irregularities, to award items separately or in aggregate, and to contract in the best interest ofEd University. Consulting Services for Zuora Software Deployment 1. Scope of Work. Please see Exhibit A for the full Scope of Work. 2. Qualifications. The following qualifications are required: 2+ years experience offering consulting services on Zuora software including data migration assistance. A dedicated project manager available throughout project on a business day schedule similar to University schedule (Pacific Time). Ability to use Skype, Go-to-meeting, or similar platforms for video meetings and instant messaging. 3. Submittals. Contractors submittal must include the following: Contractors legal name, address, telephone number and email. A description of Contractors business including, without limitation, size, number of employees, scope and range of services offered, years in existence, and state of financial health. Contractors qualifications to perform the project, including a firm resume. A budget with a total price, itemized to the extent feasible. Detailed list of resources available to perform the project. The following for all key personnel who will be assigned to the project: Complete name and title; Description of qualifications and areas of expertise; Concise business biography or resume; and Description of experience with projects of similar scope and nature. The names of two clients including their contact information for whom similar projects have been completed. These clients may be contacted by University for an evaluation and assessment of the Contractors performance. A detailed description of how Contractor would approach this project and fully address all deliverables identified in Scope of Work. Contractor s Proposed Statement of Work (SOW) Details To streamline the quote and contracting review process, fill in the SOW details below. Project Name: Consulting Services for Zuora Software Deployment Contractor Full Legal Name:  FORMTEXT       Contract Term:  FORMTEXT       Proposed Start Date:  FORMTEXT       Proposed End Date:  FORMTEXT       Price Quote for Services:  FORMCHECKBOX Fixed Fee:  FORMTEXT        FORMCHECKBOX Variable Fee  Define Structure (ie. Rate per hour or per deliverable):  FORMTEXT       Maximum Not to Exceed: $ FORMTEXT       Deliverables: Contractor will provide to University the following deliverables: No.Description of Deliverables/Tasks/MilestonesResponsible PartyDue Date or Estimated DurationFee/Rate 1. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  2. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  3. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  4. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  5. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  6. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  7. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  8. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT   FORMTEXT  9. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT  10. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT   Additional Expenses:  FORMTEXT       FORMTEXT       Consulting Services for Zuora Software Deployment Quote for Requested Scope of Work to be Completed by Contractor Check all items applicable to this Request for Quotation:  FORMCHECKBOX  Response/Informal Proposal included with submittal includes the following: X  FORMTEXT Completed Contractor's Proposed Statement of Work (SOW) Details form  FORMCHECKBOX   FORMTEXT [INSERT TYPE OF SUBMITTAL, IE. REFERENCES, QUALIFICATIONS]  FORMCHECKBOX   FORMTEXT [INSERT TYPE OF SUBMITTAL, IE. REFERENCES, QUALIFICATIONS] Contractor Full Legal Name:  FORMTEXT       Address:  FORMTEXT       Email:  FORMTEXT       Phone:  FORMTEXT       Fax:  FORMTEXT       Please indicate your Minority Women or Emerging Small Business (MWESB) Status: Women Owned  FORMCHECKBOX  Self Report  FORMCHECKBOX State Certified #  FORMTEXT       Minority Owned  FORMCHECKBOX  Self Report  FORMCHECKBOX State Certified #  FORMTEXT       Emerging Small Business  FORMCHECKBOX  Self Report  FORMCHECKBOX  State Certified #  FORMTEXT       Contractor agrees to furnish the above according to University s terms, conditions, and specifications. Representations and Warranties. By submitting this quote in response to this RFQ, Contractor represents and warrants that (1) prices quoted shall be firm for three months; (2) Contractor has the power and authority to enter into and perform the contract awarded as a result of this RFQ; (3) The individual signing for Contractor is authorized to execute this quote on behalf of Contractor; (4) Contractor is an independent contractor and not an employee, partner, or agent of University; and (5) Contractors name, as it appears in this quote, is Contractors legal name, as it will appear in the Contractors W-9, and if Contractor is an entity rather than an individual that the entity named in this quote is validly existing and in good standing. Signature:  FORMTEXT       Print Name:  FORMTEXT       Date:  FORMTEXT        FORMCHECKBOX  No Quote. Date Contacted:  FORMTEXT      Reason:  FORMTEXT       ATTACHMENT D PERSONAL SERVICES CONTRACT INSURANCE REQUIREMENTS (Only complete when insurance is required) During the term of this Contract, Contractor will maintain in full force at Contractor s own expense the insurance indicated below and fulfill the following requirements: 1. General Liability Insurance XX Required by University  FORMCHECKBOX  Not Required by University Contractor will obtain comprehensive general liability insurance with a broad form CGL endorsement or broad form commercial general liability insurance, with a minimum combined single limit of not less than XX $1,000,000 for each occurrence and $2,000,000 aggregate or  FORMCHECKBOX  $2,000,000 for each occurrence and $5,000,000 aggregate covering bodily injury and property damage, and will include personal and advertising injury liability, products liability, and contractual liability coverage for the indemnity provided under this Contract. It will provide that University and officers and employees are additional insureds but only with respect to the Contractor's services to be provided under this Contract (See Paragraph #4 of this Attachment). 2. Commercial Auto Liability Insurance:  FORMCHECKBOX  Required by University  FORMCHECKBOX  Not Required by University Commercial automobile liability insurance with a minimum combined single limit of $1,000,000 for each accident and $2,000,000 aggregate for bodily injury and property damage, including coverage for owned, hired and non-owned vehicles, as applicable. 3. Professional Liability Insurance: FORMCHECKBOX  Required by University  FORMCHECKBOX  Not Required by University Examples to consider: attorney, physician, dentist, counselor, architects, etc. Professional Liability insurance with a combined single limit, or the equivalent, of not less than  FORMCHECKBOX  $1,000,000 per occurrence and $2,000,000 aggregate or  FORMCHECKBOX  $2,000,000 per occurrence and $5,000,000 aggregate. This is to cover damages caused by error, omission, or negligent acts related to the professional services to be provided under this Contract. 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45OJQJ\^Jh(<h(<5OJQJ^Jh(<h(<5OJQJ\^Jh(<h(<OJQJ^J?????????@@@=@AAA>A?AMANAOAQAhAiAwAxAyA۶rr[۶E*jWh(<h(<5OJQJU^J-j'Wh(<h(<5OJQJU\^Jh(<h(<OJQJ^Jh(<h(<OJQJ\^J*jVh(<h(<5OJQJU^J$jh(<h(<5OJQJU^Jh(<h(<5OJQJ^J-j?Vh(<h(<5OJQJU\^Jh(<h(<5OJQJ\^J'jh(<h(<5OJQJU\^JyAAALBMB[B\B]BBBBBBD(GHVWXZrsֱ֛֝w`wM$jh(<h(<5OJQJU^J-jXh(<h(<5OJQJU\^Jh(<h(<5OJQJ\^J'jh(<h(<5OJQJU\^JU'jXh(<h(<OJQJU^J'jXh(<h(<OJQJU^J!jh(<h(<OJQJU^Jh(<h(<OJQJ^Jh(<h(<OJQJ\^Jh(<h(<5OJQJ^Jonths. Only a certificate is required. If in the presence of minors:  FORMCHECKBOX  Required by University  FORMCHECKBOX  Not required by University In addition to the above professional liability insurance requirements, above, Contractors professional liability insurance policy will contain provisions for coverage of allegations of corporal punishment, sexual abuse, and molestation. 4. Insurance; Certificates of Insurance and Endorsements. Contractor will obtain insurance policies issued by an insurance company authorized to do business in the State of Oregon with a minimum financial rating of an AM Best rating of A- or higher. Contractors liability insurance, except for professional liability insurance, will be arranged on an occurrence basis. The Contractor will be financially responsible for all pertinent deductibles, self-insured retentions and/or self-insurance. Upon request by University, Contractor must provide to University a Certificate of Insurance from the insuring company evidencing insurance coverage required by this Contract. The Description of Operations must include (using the following exact language) the State Board of Higher Education acting by and through the University of Oregon, their officers and employees as additional insured. The certificate will provide that the insurance company will give a 30-days written notice to University if the insurance is cancelled or materially changed. Upon request by University, Contractor will provide to University an endorsement from the insuring company, naming (using the following exact language) the State Board of Higher Education acting by and through the University of Oregon, their officers and employees as additional insured. If requested, complete copies of insurance policies will be provided to University. 5. Notice of cancellation or change. Contractor will not cancel, materially change, reduce limits, or fail to renew the insurance coverage(s) without 30-days' written notice from the Contractor or insurer(s) to University, Contract Manager at the following address: 720 E. 13th Avenue, Suite 302, Eugene, OR 97401.      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