ࡱ>   bjbjO O -a-a~cTbbb b[Vr!P&(x&x&x&')*ZZZZZZZ$!^`RZ*+''*+*+Zx&x&4[f.f.f.*+Rx&x&Zf.*+Zf.f.QDvUx&@P|+S&Z[0[4SB%a,%aLvU%avU$*+*+f.*+*+*+*+*+ZZf.*+*+*+[*+*+*+*+%a*+*+*+*+*+*+*+*+*+ :  Request for Quotes Personal Services  FORMTEXT SharePoint Consulting Services (PCS#  FORMTEXT 226000-0018-RFQ) Quotes due by: November 1, 2013 at 5:00 p.m. (PDT) Contact:  FORMTEXT Priscilla Phillips Fax: (541) 346-5517 Email:  FORMTEXT pphillip@uoregon.edu Department:  FORMTEXT Educational and Community Supports Research Institute Address:  FORMTEXT 137 Lokey Ed. Bldg., 1571 Alder Street, Eugene, OR 97401  Submittal Instructions: Enter the requested information on the Request for Quotes (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  FORMTEXT Educational and Community Supports Research Institute (University) is issuing this RFQ for the procurement of personal services as described in this RFQ. Use this form to submit your signed quote 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 Quotes 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. Quotes 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.  FORMCHECKBOX  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.  FORMCHECKBOX  Additional Terms and Conditions: If checked, this quote is subject to additional University terms and conditions attached and titled:  FORMTEXT N/A Overview: Educational and Community Supports (ECS) is an autonomous research institute within the College of Education of the University of Oregon. Universitys ECS innovative behavioral research is the foundation for applications and training programs that help schools create and maintain healthy learning environments and help children through early diagnosis of cognitive and behavioral problems. Universitys ECS products include a suite of web applications that enable schools to implement and sustain Positive Behavioral Interventions and Supports (PBIS) programs. This suite includes the School-Wide Information System (SWIS), Check-In Check-Out (CICO), Individual Student Intervention System (ISIS), and SWIS Account Management Interface (SAMI). These are collectively referred to as the SWIS Suite. Full-featured demonstrations of SWIS, CICO, and ISIS are available at  HYPERLINK "http://www.swis.org/" http://www.swis.org/. Click on Login and follow instructions for using the demo account. ECS uses two SharePoint 2010 environments -- the ECS Intranet, and the PBISApps Portal. The ECS SharePoint team includes a digital content coordinator, content editor, SharePoint administrator, and SharePoint developer (SharePoint Team). ECS Intranet. The ECS Intranet is used by (i) the internal ECS workforce of approximately 40 users, and (ii) external users who have been provided Active Directory accounts allowing access to a restricted area of SharePoint for collaboration on research projects with internal ECS workforce. The ECS Intranet sites (as described below) are used for production data, and high availability is critical. Architecture. A simple two-tier SharePoint 2010 farm consisting of a dedicated Web Front End virtual server and a dedicated SQL 2008 R2 backend database virtual server. Both servers are hosted on a Hyper-V virtual server. The SQL Server also hosts Reporting Services for SharePoint, installed in integrated mode. The ECS servers are hosted in an ECS server room on site. All servers use public IP addresses. ECS provides its own Active Directory and DNS servers which act as the Start of Authority (SOA). ECS has VPN access to its internal network for remote management capability. ECS maintains daily backups using Microsoft Data Protection Manager (DPM), which integrates well with SharePoint. ECS backs-up the SharePoint farm content and configuration databases supported by DPM, as well as all additional databases through SQL server backups. ECS also backs-up SharePoint related configuration folders that fall outside the DPM/SharePoint farm backups, including IIS, the Windows Assembly folder, etc. The farm is comprised of three site collections, reflecting the departmental structure of ECS:  HYPERLINK "https://home.uoecs.org" https://home.uoecs.org hosting information common to the entire organization;  HYPERLINK "https://apps.uoecs.org" https://apps.uoecs.org hosting sites related to software development projects, the network infrastructure, and technical aspects common to these areas;  HYPERLINK "https://research.uoecs.org" https://research.uoecs.org hosting project sites for our researches, both internal and outside of ECS. ECS conducts an ongoing project to clean up old content and sites that have accumulated over the years, and to redesign the sites to encourage user adoption and to improve efficiency. The migration to new site collections will also enable the removal of dependence on third-party Brightwork site templates. PBISApps Portal. The portal,  HYPERLINK "http://www.pbisapps.org" www.pbisapps.org, provides unified access to ECS web applications and training services. ECS is keenly aware of the importance of its commitment to high availability, reliability, and smart use of features to promote collaboration and build community with its users. The PBISApps Portal environment currently consists of the following two farms: The Production farm:  HYPERLINK "https://www.pbisapps.org" https://www.pbisapps.org The Development farm:  HYPERLINK "https://devpbisapps.uoecs.org" https://devpbisapps.uoecs.org The Authoring/Staging farm:  HYPERLINK "https://staging.uoecs.org" https://staging.uoecs.org (to be added in the future) Currently the Development farm has been used to develop the SharePoint applications as well as for content deployment. In the future, an Authority/Staging server will be used for authoring and content deployment. The Development farm will then be used strictly for SharePoint development. Architecture. A simple two-tier SharePoint 2010 farm consisting of a dedicated Web Front End virtual server and a dedicated physical SQL 2008 R2 backend database server. Only the Web Frontend server is hosted on Hyper-V virtual server. The SQL Server is a physical server to improve performance under load, since the number of cores that could be assigned was limited under Hyper-V. We have sized the SQL Server to meet the current expected load of 300 500 concurrent users, based on current traffic to our existing applications, obtained through Google Analytics. ECS maintains the same daily backup strategy for the Portal as for the Intranet, except that in addition, ECS also automates the internal SharePoint backups through PowerShell running through Task Scheduler. For Disaster Recovery purposes, ECS also has a second DPM backup system that takes a nightly backup of the Web Front End VHD (Virtual Hard Disk). All of the portal farms use the Publishing Portal template to facilitate SharePoints Content Deployment feature. Content authoring is done on the development or staging server and then deployed to the production portal. The portal is comprised of a single site collection with sub-sites for Applications, Resources, and Support. The Resources site provides embedded videos which are housed on an external video server hosted by Wistia.com. The Support site redirects users to an external support service provided by Desk.com, hosted on the Amazon cloud. Term of Work: University anticipates that the initial term of the contract awarded under this RFQ will be for 12 months, with the option, at Universitys sole discretion, to extend the contract three additional 12 month terms, for a total contract term not to exceed four years. The duration and scope of extensions for additional SharePoint consulting will be mutually agreed to in writing through an amendment to the original contract, resulting from this informal competitive process. Scope of Work: Contractor to provide expert support on an as-needed basis for Universitys ECS SharePoint 2010 intranet and portal deployments. No specific projects or tasks are included in this statement of work. Contractor will provide expert professional support (as detailed below) to our SharePoint Team in all of the following areas of SharePoint 2010: Administration; Content Management & Information Architecture; and Development. Administration Support. Skills Requirements. Contractor must have expert knowledge of SharePoint 2010, and the following broad range of disciplines necessary to support our SharePoint infrastructure: Active Directory; DNS; Virtualization / Hyper-V; Backup systems, including built-in SharePoint backup, PowerShell, and Microsoft Data Protection Manager; IIS; and SQL Server. Contractor must have expert knowledge of SharePoints internal services architecture, including but not limited to, Enterprise Search Service, Active Directory Synchronization, Reporting Services, and Managed Metadata Web Service. Contractor must also have knowledge and ability to make recommendations regarding farm architecture and capacity management, in order to adequately handle the load and allow for growth. Contractor must have the ability to perform the following tasks: Perform a security audit of the portal; Optimize configuration for optimal performance; Install SharePoint service packs and hot-fixes; Troubleshooting and resolution of common SharePoint Event Log errors; Trace and resolve log file errors related to Correlation ID errors; Assist with disaster recovery procedures; Troubleshoot failed IIS requests using Tracing log files; and Enable and use the SharePoint Trace service for troubleshooting. Content Management & Information Architecture Support. Skills Requirements. Contractor must have a comprehensive working knowledge of web CMS concepts, metadata frameworks, templating, workflows, web writing and editing, and web analytics, including experience with the following: Sites and Site Collection Structures, Content Modeling and Content Type Definitions, Metadata Schemas and Taxonomy Management, Search Integration, and Managed Administration; SharePoint and SharePoint Designer to build community, collaboration, and social networking sites; Integration and utilization of third party tools to enhance and extend SharePoint; and User research and requirements analysis. Development Support. Skills Requirements. Contractor must have the skills needed to design, develop, test, document, deploy, and support custom built and third party components associated with our SharePoint portal and intranet, including experience with the following: C# .NET development using Visual Studio (Team Foundation Server a plus); Professional standards-based web development using ASP.NET, HTML, CSS, and JavaScript; Building web parts, connecting SharePoint sites to external data sources, implementing advanced workflows, creating forms, and integrating third party services; Security standards and techniques for web applications; Understand browser-specific compatibility issues; and Design, implementation, and deployment of user-centric software, with focus on usability. Response Times and Expectations Contractor must be able to satisfy the following requirements for responding to ECS SharePoint support needs: Critical issues. Between the 5:00am and 5:00pm Pacific Time period Monday through Friday, Contractor will respond with 60 minutes of receipt of call or email. This response will consist of initial analysis and troubleshooting by qualified personnel. Personnel will remain available during this period until issue is resolved. Non-critical issues. Between the 8:00am and 5:00pm Pacific Time period Monday through Friday, Contractor will respond within 8 hours of receipt of call or email. This response will consist of initial analysis and troubleshooting by qualified personnel. Personnel will remain available during this period until issue is resolved. Enhancement and development support. University will provide Contractor with detailed project specifications, including identification of work needed from Contractor. Contractor may request clarification of specifications and work requirements. Contractor work will be scheduled within one month of date when clarified specifications and work requirements have been jointly defined. Qualifications: Contractor must have four or more years business experience providing the types of SharePoint support identified in the Scope of Work set forth above. Contractor must assign a project manager and at least two other persons available for meeting Contractors obligations as set forth in the Scope of Work. Each of these persons must have at least three years professional SharePoint experience and preferably will have relevant Microsoft SharePoint certifications. All key personnel listed above must be available during the Pacific Time zone business day, and those with expertise in administration and development must be available at other times to respond to urgent issues. Contractor must have access and ability to use Skype, Go-to-meeting, Google hangouts, and/or similar platforms for video meetings and instant messaging. Submittals: In addition to completion of the Contractors Proposed Statement of Work (SOW) page and the Representation and Warranties page below Contractors submittals must include the following: Business name, address, telephone number and email; Business description, including size, number of employees, scope and range of services offered, years in existence, and state of financial health; Qualifications to perform the work, including a firm resume; A complete hourly fee schedule for all professional services and other fees; Names, titles, and qualifications of the key personnel who will be assigned to this project, including subcontractors. Include concise business biographies or resumes of the key personnel who will be doing the work described in the quotation. This information must include their areas of expertise, and their experience with projects of similar scope and nature. If goods or services will be obtained from a subcontractor in order to fulfill the work set forth in the quotation, list the additional subcontractors, if known. If the identity of the specific subcontractors is not known at the time of proposal submission, indicate that a subcontractor is anticipated to be named, and identify the specific service or good that will be subcontracted. A list of three clients for whom similar services have been provided that can give references. Contractor s Proposed Statement of Work (SOW) Details To streamline the quote and contracting review process, fill in the SOW details below. 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.Project Manager Expert SharePoint Support Contractor FORMTEXT   FORMTEXT  2.Expert SharePoint Administrative Support as set forth in the Scope of Work.  FORMTEXT Contractor  FORMTEXT   FORMTEXT  3.Expert SharePoint Content Management & Information Architecture Support as set forth in the Scope of Work.  FORMTEXT Contractor  FORMTEXT   FORMTEXT  4.Expert SharePoint Development Support as set forth in the Scope of Work.  FORMTEXT Contractor  FORMTEXT   FORMTEXT  5. FORMTEXT    FORMTEXT   FORMTEXT   FORMTEXT   Additional Expenses:  FORMTEXT       FORMTEXT       Grey Shaded Areas to be Completed by Contractor (Must Complete and submit with your proposal by closing date and time.) Contractor:  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       None of the Above  FORMCHECKBOX  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 from the date quotes are due. 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. 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. 6. Proposer has not discriminated against Historically Underrepresented Businesses (defined in OAR 580-061-0010) in obtaining any required subcontracts. 7. No officer, agent or employee of University has participated on behalf of University in preparation of the proposal, that the proposal is made in good faith, without fraud, collusion, or connection of any kind with any other proposer for the same work, and that the Proposer is competing solely in Proposer s own behalf without connection with, or obligation to any undisclosed person or firm Signature: Date:  FORMTEXT       Print Name:  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  FORMCHECKBOX  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  FORMCHECKBOX  $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 $5,000,000 aggregate. This is to cover damages caused by error, omission, or negligent acts related to the professional services to be provided under this Contract. If this insurance is arranged on a claims made basis, tail coverage will be required at the completion of this Contract for a duration of 24 months. Only a certificate is required. If in the presence of minors:  FORMCHECKBOX  Required by University  FORMCHECKBOX  Not required by University In addition to the above professional liability insurance requirements, above, Contractors professional liability insurance policy will contain provisions for coverage of allegations of corporal punishment, sexual abuse, and molestation. 4. Insurance; Certificates of Insurance and Endorsements. 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MhR@CJOJQJ^JaJ$h Mh?@CJOJQJ^JaJh Mh9OJQJ^Jh(<h(<H*OJQJ^JhAOOJQJ^Jh(<h(<5OJQJ\^Jh(<h(<>*OJQJ^Jh MOJQJ^JUh(<h(<OJQJ^Jh(<h(<5OJQJ^Jh(<h(<OJQJ\]^Jh(<h(<OJQJ\^JContractor 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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