ࡱ>  bjbj$$ 9F|F|F44Tzl UZ%8&8&8&l',(D)XT T T T T T T$gWZ>.T)l'l')).T8&8&4Tl,l,l,)F8&8&Tl,)Tl,l,n0K(N8&@Ext)8L ST0 UXLWZp*WZ@(NWZ(N))l,))))).T.Tl,))) U))))WZ)))))))))4 T:  Request for Quotes Personal Services  FORMTEXT RFQ for Advancement Research and Consulting Services (PCS#  FORMTEXT 500100-0014-RFQ) Closing Date and Time:  FORMTEXT May 28, 2014, 5:00P.M. (Pacific) Contact:  FORMTEXT Leslie Wolgamott Fax:  FORMTEXT 541-346-0623 Email:  FORMTEXT lwolg@uoregon.edu Department:  FORMTEXT University Advancement Address:  FORMTEXT 1207 University of Oregon, Eugene, OR 97403-1207 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 University Advancement (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 Closing 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 Closing 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.  FORMTEXT RFQ for Advancement Research and Consulting Services (PCS#  FORMTEXT 500100-0014-RFQ) Anticipated Term:  FORMCHECKBOX  If checked, it is anticipated that the term of the contract awarded under this RFQ, will be for  FORMTEXT a  FORMTEXT 3 year(s) initial term, with the option, in Universitys discretion, to extend the contract for  FORMTEXT 1 additional  FORMTEXT 3 year period(s), for a total possible contract term of  FORMTEXT 6 years.  FORMCHECKBOX  If checked, it is anticipated that the contract awarded under this RFQ, will terminate upon completion of the work contemplated herein. Scope of Work: The University of Oregon (UO) University Advancement office seeks proposals for a research and consulting firm who will work with the Prospect Management & Analytics (PMA) office in meeting custom research needs. Research needs include but are not limited to analyzing UO data as well as comparable peer data to achieve benchmark performance, assist in identifying best management practices, efficiencies and ways to improve core processes and procedures. Contractor to provide services, including but not limited to the following: Access to professional industry consultants, available to meet with leadership team to facilitate strategic organizational planning sessions, either in person or over the phone. Segment prospect databases by comparing current donor trends and data to prospects. Increase efficiency by measuring gift officer productivity and uncovering major gift-giving trends. Benchmark comparables for operational costs, staffing levels, and campaign expectations. Collect and share effective and economical practices in stewardship and cultivation from peer institutions. Access to various opportunities for meetings, conference, and roundtable type events with industry peers. Access to webinar trainings focused on specific development-related areas, topics, challenges, etc. Access to research library that contains current and archived research projects based on various development and fundraising topics. Qualifications: University is seeking Contractor with the following required qualifications: Experience collecting collaborative institutional research. Additionally, University is seeking Contractor with the following preferred qualifications: Experience working with Higher Education. Submittals: Contractor must submit the following information: Completed and Signed Representations, Certifications, and Acknowledgements (See Exhibit A); Completed Contractors Proposed Statement of Work (SOW) Details (See Exhibit B); Provide three references with names and contact information who have used a combined rating and analytics package, which is similar to those listed in the Statement of Work.  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 the following additional University terms and conditions:  FORMTEXT Attachment G - Confidentiality Statement. EXHIBIT A  FORMTEXT RFQ for Advancement Research and Consulting Services (PCS#  FORMTEXT 500100-0014-RFQ) Representations, Certifications, and Acknowledgements (Contractor MUST Complete Grey Shaded Areas and Submit with Quote 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 Closing Date and Time. 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. Contractor 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 quote, that the quote is made in good faith, without fraud, collusion, or connection of any kind with any other responder for the same work, and that the Contractor is competing solely on Contractors 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       EXHIBIT B  FORMTEXT RFQ for Advancement Research and Consulting Services (PCS#  FORMTEXT 500100-0014-RFQ) 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. 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   Additional Expenses:  FORMTEXT       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 Contractors 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. 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. PERSONAL SERVICES CONTRACT ATTACHMENT G CONFIDENTIALITY TERMS Confidential Information means all information related to University that is received or accessed by Contractor, including but not limited to business models, donor lists, marketing and development plans, financial and technical information, trade secrets, know-how, ideas, designs, drawings, specifications, techniques, programs, systems, processes, and computer software. During the time of this Contract and continuing after the termination of this Contract for any reason, Contractor will hold the Confidential Information in trust and confidence, and will not use or disclose it or any embodiment of the Confidential Information, directly or indirectly, except as may be necessary in the performance of Contractors duties under this Contract, subject to these Confidentiality Terms. Contractors officers, directors, or employees who will have access to the Confidential Information in connection with the performance of Contractors duties under this Contract will be fully informed by Contractor of the confidential nature of the Confidential Information and the obligations of Contractor under these Confidentiality Terms. 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Contractor agrees that disclosure could be highly damaging to the University, its donors or others. Accordingly, except to the extent required by controlling law or regulation, Contractor will not disclose to any third party such Confidential Information without the prior written consent of the University. Contractor will not remove materials containing Confidential Information from the University, unless authorized in writing to do so by the University. Any and all such materials are the property of the University. Upon request of University or upon the termination of the Contract for any reason, Contractor shall, at the discretion of University, return or destroy all Confidential Information, including copies, or reproductions or other media containing such Confidential Information, within ten days of such direction by University. Contractor shall provide a written certificate to University regarding return or destruction, as applicable, within ten days thereafter. Contractor understands that if Contractor violates any of these Confidentiality Terms, Contractor may be subject to breach of contract claims or other legal or equitable actions.     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