The document is a request for proposal from the Federal Reserve Bank of New York seeking a supplier to provide sentiment analysis and social media monitoring services. It provides instructions for responding to the RFP, including acknowledging a draft agreement, schedule of events, process for questions, and proposal submission deadline. The RFP is divided into multiple sections outlining requirements such as data and search capabilities, metrics, reporting, security, pricing, and other responses.
E governance project conceptualisation to implementationAnirban Mukerji
The enclosed presentation highlights the various aspects related to conceptualisation of e-Governance projects including what aspects comprise a DPR and RFP
The presentation helps in understanding the influence of JICA (Financing authority) on the tender guidelines on DMRC. The presentation further provides a basic understanding of the Tender structure of DRMC
E governance project conceptualisation to implementationAnirban Mukerji
The enclosed presentation highlights the various aspects related to conceptualisation of e-Governance projects including what aspects comprise a DPR and RFP
The presentation helps in understanding the influence of JICA (Financing authority) on the tender guidelines on DMRC. The presentation further provides a basic understanding of the Tender structure of DRMC
An Inventory Control SystemYou sell seeds from a catalog, and bu.docxgalerussel59292
An Inventory Control System
You sell seeds from a catalog, and business has been blossoming. However, your inventory tracking system is inadequate. In high season, supply outages have been frequent, and customer complaints over delays have been increasing. You fear that your business will die on the vine unless something is done to improve things. You want to hire a management consultant to design a new inventory tracking system. This kind of work normally requires about 6 months worth of effort. It is now May. You need to issue an RFP for this work. The procurement will be for the design stage only—implementation may or may not be handled under a separate contract at a later date.
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these sixsections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You areWriting a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questio.
PART 1 Search RFP solicitations - IT Related, and write an analys.docxkarlhennesey
PART 1: Search RFP solicitations - IT Related, and write an analysis on the selected RFP sections.
(NOTE: You are not responding to the RFP solicitation in Part 1; you are just analyzing the most important sections to prepare you for PART 2 of the course project)
Selected sections for the written analysis - and suggested length
RFP Summary ( Write a 1 page) This is usually taken from the instructions to bidders from the requestor or the instructions to bidders or in the scope and description of work.
Analyze the procurement statement of work (P-SOW) found in the RFP and why it is needed. (Write 2-3 pages )
Analyze the selection criteria and methodology use for selecting a winner proposal. (Write 1-2 pages )
Analyze the type of contract being used in the RFP. Is it a "fixed price" or a "cost plus" contract and white? (Write 1 pages )
The format of your entire analysis must use standard margins with 12-point font.
Your written analysis should be at a minimum of 4 to 6 pages, plus cover and reference page.
Resources: The PMBOK® Guide is a good starting point. Please be advised that considerable relevant material is also available on the Internet, so you might want to conduct a search for materials that may yield insights into the RFP development process. Use the RFP template from your PP1 assignment (Attached)
Procedures and deadline: The Part 1 RFP analysis should be prepared in a Microsoft Word format suitable for electronic transmission. Any resources used beyond the textbooks need to be cited in your document, including links to relevant websites. Be sure to include footnotes and a bibliography.
Submission details: All Part 1 documents must be submitted no later than the end of Week 3. Submit a copy of: the three RFP Solicitations you have research and selected, and 2) the analysis you developed.
Cover Page
RFP Summary
Analysis of the procurement statement of work (P-SOW) found in the research RFP
Analysis on the selection criteria and methodology use
Determine and discuss the type of contract being use in the RFP
MGMT408—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement ...
PROJ598—Contract and Procurement ManagementYou have to make .docxwkyra78
PROJ598—Contract and Procurement Management
You have to make only red Color indication part:-
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these sixsections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You areWriting a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Revi ...
PROJ598—Contract and Procurement ManagementRFP Template.docxbriancrawford30935
PROJ598—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors i.
MGMT408—Contract and Procurement ManagementThe formats.docxjessiehampson
MGMT408—Contract and Procurement Management
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors in Bid Documents14
3.10. Clarifications of Bids15
3.11. Bidder Signature15
4. SPECIFICATIONS AND DRAWINGS15
5..
This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here:
http://flevy.com/browse/business-document/it-service-desk-software-rfp-template-293
This Excel document is a template intended to provide a comprehensive group of options to consider when preparing an RFP for IT Service Desk software. It is highly customisable. Questions can be added, removed, or modified, as can entire workbooks.
The template can of course be used as an RFP for any software product.
MGMT408—Contract and Procurement ManagementRFP TemplateMargenePurnell14
MGMT408—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors i ...
MGMT408—Contract and Procurement ManagementRFP Template.docxbuffydtesurina
MGMT408—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors i.
PROJ598—Contract and Procurement ManagementRFP Templat.docxleahlegrand
PROJ598—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal
Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS
..
9
1.1. General Description of Work
.
9
1.2. What Must Be Included with Bid
.
9
1.3. Schedule of Bid Period Activities
.
9
1.4. Location of Work
.
10
1.5. Pre-Bid Meeting
.
10
1.6. Owner Contact for Questions
.
10
1.7. Pre-Award Surveys
.
10
1.8. Sealed Bid Requirements
.
10
1.9. Basis for Bid Evaluation
..
11
1.10. Ethical Standards
.
11
1.11. Responsibility for Surety Bonds
.
11
1.12. Proposal Format
11
1.13. List of Bidders
.
11
1.14. Letter of Acknowledgment
11
2. DESCRIPTION OF WORK
..
12
2.1. Engineering Contracts
.
12
2.2. Construction Contracts
.
13
3. PROPOSAL
..
13
3.1. Breakdown of Bid Price
.
14
3.2. Revisions and Extra Work
.
14
3.3. Escalation Formulas
.
14
3.4. Scheduled Completion Dates
.
14
3.5. List of Subcontractors
.
14
3.6. Key Supplier o.
Department of Information TechnologyStatewide IT Procurement OffLinaCovington707
Department of Information Technology
Statewide IT Procurement Office
Request for Proposal (RFP) “Form”
General Information
The information in this form represents the State’s model Request for Proposal (RFP) document to be used to procure information technology (IT) goods and services.
The Purchasing Agency must obtain the latest version of the document from the Department of Information Technology Statewide IT Procurement Office website https://it.nc.gov/resources/it-strategic-sourcing.
Instructions
· Standard and suggested language is provided in normal type. Instructional text is provided in red italicized type.
· Click text fields to enter information into the field. Text fields are typically printed in red type. If a section is “Reserved”, replace the text but not the headings or numbering with “Reserved.”
· Gray highlighted fields are included throughout the document. The Purchasing Agency either fills out the field with the appropriate information or the field can be double-clicked to display a drop-down box. Based on the Purchasing Agency’s need, if the appropriate choice is not displayed in a highlighted drop-down field, select a different item by:
· double-clicking on the gray highlighted field,
· moving the appropriate choice to the top of the list using the up or down arrow, and
· clicking “OK” to display the choice in the document.
· Add necessary information to the document as needed.
· Finalize the document prior to submitting it to IT Strategic Sourcing for review or releasing it to suppliers:
· Remove all italicized informational text and change text in red type to black type.
· Delete this instructions page.
· Update the Table of Contents.
RFP Form Change History
Revision Date
Revision Changes
2/27/2017
· Adjusted formatting to more clearly express parent/child list items.
· Created automatic table of contents that picks up two levels of headers.
· Corrected and made all headers functional so they display properly in the navigation pane to the left-hand side, and in the automatic table of contents.
· Made all formatting consistent throughout the documents.
· Made consistent all mentions of ‘E-Procurement’.
· Changed all appropriate mentions of ‘template’ to ‘form’.
· Alphabetized the definitions sections.
· Verified all links.
· Corrected numbering glitches and orphans.
· Clarified 5) CLOUD SERVICE PROVIDERS (CSPs) paragraph in Section III.
· Added an Instructions page to the front of the document. A change history table has been included.
· Moved the Procurement Schedule Table to the front of Section II, and gave its own sub-section for greater visibility for clients and vendors.
· Changed all legacy references to ‘Department of Information Technology General Terms and Conditions for Goods and Services’ to ‘Department of Information Technology Terms and Conditions.’
· Moved Terms and Conditions to an Attachment section to the back of the document.
· Made the Department of Information Technology Supplemental Ter ...
An Inventory Control SystemYou sell seeds from a catalog, and bu.docxgalerussel59292
An Inventory Control System
You sell seeds from a catalog, and business has been blossoming. However, your inventory tracking system is inadequate. In high season, supply outages have been frequent, and customer complaints over delays have been increasing. You fear that your business will die on the vine unless something is done to improve things. You want to hire a management consultant to design a new inventory tracking system. This kind of work normally requires about 6 months worth of effort. It is now May. You need to issue an RFP for this work. The procurement will be for the design stage only—implementation may or may not be handled under a separate contract at a later date.
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these sixsections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You areWriting a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questio.
PART 1 Search RFP solicitations - IT Related, and write an analys.docxkarlhennesey
PART 1: Search RFP solicitations - IT Related, and write an analysis on the selected RFP sections.
(NOTE: You are not responding to the RFP solicitation in Part 1; you are just analyzing the most important sections to prepare you for PART 2 of the course project)
Selected sections for the written analysis - and suggested length
RFP Summary ( Write a 1 page) This is usually taken from the instructions to bidders from the requestor or the instructions to bidders or in the scope and description of work.
Analyze the procurement statement of work (P-SOW) found in the RFP and why it is needed. (Write 2-3 pages )
Analyze the selection criteria and methodology use for selecting a winner proposal. (Write 1-2 pages )
Analyze the type of contract being used in the RFP. Is it a "fixed price" or a "cost plus" contract and white? (Write 1 pages )
The format of your entire analysis must use standard margins with 12-point font.
Your written analysis should be at a minimum of 4 to 6 pages, plus cover and reference page.
Resources: The PMBOK® Guide is a good starting point. Please be advised that considerable relevant material is also available on the Internet, so you might want to conduct a search for materials that may yield insights into the RFP development process. Use the RFP template from your PP1 assignment (Attached)
Procedures and deadline: The Part 1 RFP analysis should be prepared in a Microsoft Word format suitable for electronic transmission. Any resources used beyond the textbooks need to be cited in your document, including links to relevant websites. Be sure to include footnotes and a bibliography.
Submission details: All Part 1 documents must be submitted no later than the end of Week 3. Submit a copy of: the three RFP Solicitations you have research and selected, and 2) the analysis you developed.
Cover Page
RFP Summary
Analysis of the procurement statement of work (P-SOW) found in the research RFP
Analysis on the selection criteria and methodology use
Determine and discuss the type of contract being use in the RFP
MGMT408—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement ...
PROJ598—Contract and Procurement ManagementYou have to make .docxwkyra78
PROJ598—Contract and Procurement Management
You have to make only red Color indication part:-
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these sixsections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You areWriting a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Revi ...
PROJ598—Contract and Procurement ManagementRFP Template.docxbriancrawford30935
PROJ598—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors i.
MGMT408—Contract and Procurement ManagementThe formats.docxjessiehampson
MGMT408—Contract and Procurement Management
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors in Bid Documents14
3.10. Clarifications of Bids15
3.11. Bidder Signature15
4. SPECIFICATIONS AND DRAWINGS15
5..
This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here:
http://flevy.com/browse/business-document/it-service-desk-software-rfp-template-293
This Excel document is a template intended to provide a comprehensive group of options to consider when preparing an RFP for IT Service Desk software. It is highly customisable. Questions can be added, removed, or modified, as can entire workbooks.
The template can of course be used as an RFP for any software product.
MGMT408—Contract and Procurement ManagementRFP TemplateMargenePurnell14
MGMT408—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors i ...
MGMT408—Contract and Procurement ManagementRFP Template.docxbuffydtesurina
MGMT408—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
1. The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
2. The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
3. The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS9
1.1. General Description of Work9
1.2. What Must Be Included with Bid9
1.3. Schedule of Bid Period Activities9
1.4. Location of Work10
1.5. Pre-Bid Meeting10
1.6. Owner Contact for Questions10
1.7. Pre-Award Surveys10
1.8. Sealed Bid Requirements10
1.9. Basis for Bid Evaluation11
1.10. Ethical Standards11
1.11. Responsibility for Surety Bonds11
1.12. Proposal Format11
1.13. List of Bidders11
1.14. Letter of Acknowledgment11
2. DESCRIPTION OF WORK12
2.1. Engineering Contracts12
2.2. Construction Contracts13
3. PROPOSAL13
3.1. Breakdown of Bid Price14
3.2. Revisions and Extra Work14
3.3. Escalation Formulas14
3.4. Scheduled Completion Dates14
3.5. List of Subcontractors14
3.6. Key Supplier or Contractor Personnel14
3.7. Length of Time Bid Is Valid14
3.8. List of Bid Document Addenda Reviewed by Bidder14
3.9. Notice of Conflicts or Errors i.
PROJ598—Contract and Procurement ManagementRFP Templat.docxleahlegrand
PROJ598—Contract and Procurement Management
RFP Template:
Template notes:
The formats of RFPs used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFPs varies. There are six commonly used sections of information that procurement groups include in RFPs. We will use these six sections as a template for your RFPs.
1. Instructions to Bidders
2. Description of Work
3. Proposal
4. Specifications and Drawings
5. Special Conditions
6. General Conditions and Contract Agreement
The Instructions to Bidders section provides sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFPs.
Also, you will want to delete the description information (in blue) after you have added your data under each section of the template.
How to Make Sure You are Writing a Comprehensive RFP
The RFP should provide sufficient information for a bidder to prepare a bid proposal that is responsive to each of the technical, management, and commercial requirements specified in the RFP.
The RFP should provide the necessary information concerning contract requirements. When the information from the successful bid proposal is combined with the requirements in the RFP, all of the information required to prepare a contract for the work should be available.
The management requirement in the RFP should define how the contract work will be managed by the owner and the contractor.
Request for Proposal
Template
Name of the RFP topic you chose.
Name of your company (optional)
Company address (optional)
Company phone (optional)
Distribution list (optional)
Your name
Your e-mail address
PM598—Current term
TABLE OF CONTENTS
1. INSTRUCTIONS TO BIDDERS
..
9
1.1. General Description of Work
.
9
1.2. What Must Be Included with Bid
.
9
1.3. Schedule of Bid Period Activities
.
9
1.4. Location of Work
.
10
1.5. Pre-Bid Meeting
.
10
1.6. Owner Contact for Questions
.
10
1.7. Pre-Award Surveys
.
10
1.8. Sealed Bid Requirements
.
10
1.9. Basis for Bid Evaluation
..
11
1.10. Ethical Standards
.
11
1.11. Responsibility for Surety Bonds
.
11
1.12. Proposal Format
11
1.13. List of Bidders
.
11
1.14. Letter of Acknowledgment
11
2. DESCRIPTION OF WORK
..
12
2.1. Engineering Contracts
.
12
2.2. Construction Contracts
.
13
3. PROPOSAL
..
13
3.1. Breakdown of Bid Price
.
14
3.2. Revisions and Extra Work
.
14
3.3. Escalation Formulas
.
14
3.4. Scheduled Completion Dates
.
14
3.5. List of Subcontractors
.
14
3.6. Key Supplier o.
Department of Information TechnologyStatewide IT Procurement OffLinaCovington707
Department of Information Technology
Statewide IT Procurement Office
Request for Proposal (RFP) “Form”
General Information
The information in this form represents the State’s model Request for Proposal (RFP) document to be used to procure information technology (IT) goods and services.
The Purchasing Agency must obtain the latest version of the document from the Department of Information Technology Statewide IT Procurement Office website https://it.nc.gov/resources/it-strategic-sourcing.
Instructions
· Standard and suggested language is provided in normal type. Instructional text is provided in red italicized type.
· Click text fields to enter information into the field. Text fields are typically printed in red type. If a section is “Reserved”, replace the text but not the headings or numbering with “Reserved.”
· Gray highlighted fields are included throughout the document. The Purchasing Agency either fills out the field with the appropriate information or the field can be double-clicked to display a drop-down box. Based on the Purchasing Agency’s need, if the appropriate choice is not displayed in a highlighted drop-down field, select a different item by:
· double-clicking on the gray highlighted field,
· moving the appropriate choice to the top of the list using the up or down arrow, and
· clicking “OK” to display the choice in the document.
· Add necessary information to the document as needed.
· Finalize the document prior to submitting it to IT Strategic Sourcing for review or releasing it to suppliers:
· Remove all italicized informational text and change text in red type to black type.
· Delete this instructions page.
· Update the Table of Contents.
RFP Form Change History
Revision Date
Revision Changes
2/27/2017
· Adjusted formatting to more clearly express parent/child list items.
· Created automatic table of contents that picks up two levels of headers.
· Corrected and made all headers functional so they display properly in the navigation pane to the left-hand side, and in the automatic table of contents.
· Made all formatting consistent throughout the documents.
· Made consistent all mentions of ‘E-Procurement’.
· Changed all appropriate mentions of ‘template’ to ‘form’.
· Alphabetized the definitions sections.
· Verified all links.
· Corrected numbering glitches and orphans.
· Clarified 5) CLOUD SERVICE PROVIDERS (CSPs) paragraph in Section III.
· Added an Instructions page to the front of the document. A change history table has been included.
· Moved the Procurement Schedule Table to the front of Section II, and gave its own sub-section for greater visibility for clients and vendors.
· Changed all legacy references to ‘Department of Information Technology General Terms and Conditions for Goods and Services’ to ‘Department of Information Technology Terms and Conditions.’
· Moved Terms and Conditions to an Attachment section to the back of the document.
· Made the Department of Information Technology Supplemental Ter ...
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Designing Great Products: The Power of Design and Leadership by Chief Designe...
Sentiment Analysis and Social Media Monitoring Solution
1. Sentiment Analysis And Social Media Monitoring
Solution RFP
Request for Proposal (Event-6994)
Event Information
Description:Federal Reserve Bank of New York ("FRBNY") is extending to suppliers an invitation to participate in an
Sentiment Analysis And Social Media Monitoring Solution RFP bid process. The intent is to establish a fair and
equitable partnership with a market leader who will who gather data from various social media outlets and news
sources and provide applicable reporting to FRBNY. This Request for Proposal ("RFP") was created in an effort to
support FRBNY's Social Media Listening Platforms initiative.
Contact Name: Miroslav Katava Intent Due: 9/23/2011 3:00 PM EDT
Phone: Initial Response Due: N/A
Fax: Open: 9/16/2011 9:50 AM EDT
Contact E-mail: miroslav.katava@ny.frb.org Response Due: 9/28/2011 3:00 PM EDT
Bidding Instructions: Introduction and General Information
The Reserve Bank is soliciting information including capabilities and pricing from potential vendors through this
online sourcing tool. This is an invitation to submit proposals and not an offer to contract, and all quantities mentioned
are for guidance only.
The Reserve Bank reserves the right to:
o Reject any proposal if it is conditional, incomplete, deviates from the specifications, or for any other reason in the
Reserve Bank's sole discretion.
o Withdraw this solicitation at any time before or after submission of bids, without prior notice.
o Modify the evaluation procedure described in this solicitation.
o Accept other than low price proposal or decide not to award any contract to any supplier responding to this
solicitation.
If you have any general application functionality questions, please contact Perfect Commerce Customer Support @
(888) 304-5847 or support@perfect.com .
Table Of Contents:
o Section:A. Instructions
o Section:B. Background & Scope
o Section:C. Supplier Information
o Section:D. Data and Search Considerations
o Section:E. Metrics and Analytics
o Section:F. Data Presentation
o Section:G. Engagement and Workflow Functionality
o Section:H. Integration
o Section:I. Reporting Capability
o Section:J. Geographic Scope
o Section:K. Security
o Section:L. Pricing
o Section:M. Innovation - Other Responses
2. A. Instructions
A1. (Instruction)
This RFP is intended to supply sufficient information to permit Suppliers to prepare and submit proposals for the
provision of these products and services.
This RFP is bidding upon an Supplier and Supplier agrees to the terms of this RFP, including but not limited to
schedule of events, evaluation criteria, and a proposed contract, by submitting a proposal in response to this RFP.
Captions and headings are for informational purposes only and in no way affect the construction of the requirements of
this RFP.
FRBNY assumes that information supplied by the Supplier has been submitted in good faith. In the event of a conflict
between the terms of this RFP and terms of the proposal, the terms of this RFP control.
A2. (Question)
Please acknowledge the attached proposed draft agreement below: Supplier understands that unless it notes its
exceptions to the attached proposed draft agreement FRBNY will presume that Supplier agrees to the attached
proposed draft agreement.
_Supplier acknowledges and has read the FRBNY's draft agreement attached hereto.
Buyer Attachments Date/Time File/URL Size
Uploaded
Software License 4/26/2011 9:59 AM Boilerplate Software License 95232
Agreement EDT Agreement_#331355_v1_LEGALDOCS.DOC
A3. (Question)
Does the Supplier accept all terms and conditions in the Software License Agreement attached in above section A2?
If No, Supplier shall upload the Software License Agreement with Supplier's redlines and comments
X Yes
No
Supplier Attachments File/URL Size
3. A4. (Instruction)
Tentative Schedule of Events
09/16/2011
RFP Opens for Suppliers
Proposals Due 09/26/2011
Supplier Presentations (approximate) Week of 10/17/2011
Date of Selection of Supplier (approximate) Week of 11/07/2011
Start of the service (approximate) Week of 12/12/2011
FRBNY reserves the right, in its sole discretion, to extend the time schedule, as
necessary. Suppliers should be ready to begin the service no later than the date specified
for the start of the service. A Supplier whose proposal is selected will be notified of the
exact start date.
A5. (Instruction)
Intent to Respond
An electronic confirmation of a Supplier's intent to submit a response to this RFP must be communicated to FRBNY no
later than 09/23/2011. Supplier's intent to respond should be submitted through the Event Manager tool. For technical
support, contact Support@Perfect.com. For other questions, Suppliers are instructed to contact Miroslav Katava
miroslav.katava@ny.frb.org in connection with this RFP.
FRBNY, in its sole discretion, may refuse to consider a response submitted by a Supplier that did not submit a timely
statement of intent.
A6. (Instruction)
Amendment or Withdrawal of this RFP to all Suppliers who have indicated intent to submit a proposal.
Corrections or clarifications to this RFP will be issued in written form issued through Perfect Commerce. Receipt of all
addenda should be acknowledged in the proposal. No interpretation, correction, clarification or amendments to this
4. RFP made by other than written addenda will be binding on FRBNY. Supplier may modify or withdraw their proposals
up to the deadline for submission but not after that time; however, proposals may not be withdrawn for one hundred
fifty (150) days following the deadline for submission.
A7. (Instruction)
Questions about this RFP
It is the Supplier's responsibility to seek clarification of any inconsistencies, ambiguities, errors or other issues
regarding this RFP that the Supplier does not fully understand. Requests for additional information or for clarification
of any issue regarding this RFP will be answered through Perfect Commerce Event Manager system. Responses to
questions will be in writing and distributed to all Suppliers. Substantive questions should be submitted by the date and
time specified in this RFP through Perfect Commerce. No other discussion or communication beween a Supplier and an
employee or Supplier of FRBNY is permitted and no information gained from any such communication may be
considered a binding communication on FRBNY.
A8. (Instruction)
Confidential Information
If FRBNY receives a request for information from a proposal, FRBNY may disclose bottom-line amounts of an
individual Supplier and other information from a proposal to other Suppliers or to members of the public after a
proposal has been selected. In deciding on disclosure, FRBNY will consider whether the Supplier has requested
confidentiality and whether disclosure of the information would likely result in substantial competitive harm to the
Supplier. If an Supplier wishes to request confidential treatment of any part of their proposal other than the total price,
the request must be submitted in writing with the proposal or amendment containing the information. The request must
discuss in detail the justification for the confidential treatment of each item of information for which confidential
treatment is requested. This justification must demonstrate that harm would result from the public release of the
commercial or financial information; simply stating that the information would result in competitive harm is not
sufficient. The Supplier must also state whether the information is available to the public from another source.
Information for which confidential treatment is requested must be: (a) specifically identified in the non-confidential
portion of the proposal or amendment (by reference to the confidential portion); (b) separately bound; and (c) labeled
CONFIDENTIAL. The information contained in this RFP is considered to be confidential by FRBNY and shall not be
disclosed outside the Supplier's organization nor duplicated, used or disclosed in whole or in part for any purpose other
than to evaluate this RFP and prepare a response.
A9. (Instruction)
5. Service Contract Act
Under the Service Contract Act of 1965 (41 U.S.C. 351 et seq.) (the "Act") and the regulations promulgated under the
Act (29 C.F.R. Part 4), wages and fringe benefits paid to service employees by the successful Supplier in performing
the contract resulting from this RFP must be not less than the minimum wage and not less than those prevailing in the
area where services are performed or, if a collective bargaining agreement covers the service employees, the wages and
fringe benefits must be in accordance with the agreement. The Department of Labor determines the level of wages and
fringe benefits to be paid to service employees based on the information in Standard Form 98. The successful Supplier
will be required to cooperate fully with FRBNY by providing any required information and taking any necessary action
to obtain a wage determination or otherwise and will be required to comply with the Act, the Regulations and any wage
determination applicable to the agreement.
A10. (Instruction)
Submission of Proposals
The proposal must be submitted no later than 3:00 p.m. on 09/26/2011. The proposal must be received by the date and
time specified. A proposal received after the specified time will not be considered. The proposal should be submitted
via the Perfect Commerce Event Manager system.
A11. (Instruction)
Notification of Award
Written notification of an award will be made to the successful Supplier on or about the date indicated in this RFP.
A12. (Instruction)
Reservation of Rights
The issuance of this RFP and FRBNY's receipt of any information or proposals shall not, in any manner, obligate
FRBNY to perform any act or otherwise incur any liabilities. FRBNY assumes no obligation to reimburse or otherwise
compensate any Supplier or recipient of this RFP for losses or expenses incurred in connection with this RFP. FRBNY
shall have the right to use, for any purpose, any information submitted in connection with this RFP. FRBNY reserves
the right: (1) to withdraw or amend this RFP at any time prior to the execution of a contract; (2) to decide not to award
6. a contract without inviting the Supplier to submit a new proposal; (3) to reject a proposal or award the contract without
inviting the Offerors to submit a new proposal; (4) to negotiate with any source considered qualified; (5) to select a
proposal other than the lowest cost proposal; (6) to find that an Supplier is not eligible to be awarded the contract for
the service if the Supplier is not considered responsible, or otherwise does not meet the criteria under this RFP; (7) to
request, orally or in writing, clarification of or additional information concerning proposals that are considered
competitive; (8) to waive minor informalities or irregularities, or any requirement of this RFP; (9) to reject a proposal
that does not conform to the specified format or other requirements of this RFP; and (10) to accept any proposal in part
or in total. Prior to any award, FRBNY may require the Supplier to submit or identify in writing price data bearing on
the reasonableness of the offer. FRBNY reserves the right to have its authorized representative inspect the facilities and
examine any books, documents, papers, records or other data of the Supplier that pertain to and involve transactions
relating to the proposal, for the purpose of evaluating the accuracy, completeness and current status of data supplied.
A13. (Instruction)
Selection of a Supplier
Upon selection of an Supplier, FRBNY will notify all Suppliers of the selection. FRBNY will indicate in general terms
the reason unsuccessful proposals were not accepted. The final agreement is contingent upon approval by the senior
management of FRBNY and the concurrence of the Board of Governors of the Federal Reserve System. If such
approval or concurrence is absent, any award or contract may be canceled without liability on the part of FRBNY.
Selection of an Supplier does not create a contract between FRBNY and the selected Supplier(s). FRBNY will
negotiate an agreement with the successful Supplier(s) which must include the terms specified in this RFP. A Supplier
should specify in its proposal any particular amendments it would propose to the terms stated in this RFP. Merely
including a copy of the Supplier's standard contract is unacceptable. Because proposed contract terms are a part of the
evaluation process, the only contract changes which the successful Supplier will be permitted to propose after the
award is made are those specifically stated in detail in its proposal. Acceptance of an Supplier's proposal does not bind
FRBNY to accept the contract changes proposed by that Supplier. If an agreement acceptable to FRBNY is not reached
within thirty (30) days of Supplier selection, FRBNY reserves the right to disqualify the selected Supplier and
reevaluate the remaining proposals.
A14. (Question)
Please acknowledge below that Supplier has read the attached "Determination of Responsibility" provision. For
avoidance of any doubt, any and all refernces to "Offeror/s" in the attached "Determination of Responsibility" provision
shall have the same meaning as the term "Supplier/s" used in this RFP. _Supplier acknowledges an understanding of
and agrees to comply with the provision attached hereto.
Buyer Date/Ti File/URL Size
Attachme me
nts Upload
ed
Determina 8/12/20 Determination_of_Responsibility_Clause_Sentiment_Analysis_And_Social_Media_ 200
tion of 11 3:35 Monitoring_Solution.docx 64
Responsibi PM
7. lity EDT
A15. (Instruction)
Objective
The objective of FRBNY in soliciting and evaluating proposals for the products and services is to ensure the selection
of the Supplier's software solution that is most workable and cost effective. The result of the process will be the
selection of the proposal that, in the view of FRBNY, is most advantageous to FRBNY and offers the optimum
combination of performance, ability, and price.
A16. (Instruction)
Evaluation Process
Only proposals that are received from Suppliers that FRBNY has determined to be responsible as described in Section
A14 of this RFP will be considered for award. All proposals of responsible Suppliers will be examined to determine
responsiveness to the FRBNY's requirements. To be considered responsive, a proposal must satisfy mandatory
requirements in Section B3. A proposal that fails to meet these requirements will be set aside
If FRBNY determines that none of the proposals are responsive, FRBNY may, at the FRBNY's option, re-examine the
proposals that have been set aside.
A17. (Instruction)
Responsive proposals will be evaluated on the basis of the following nonexclusive list of criteria. Criteria categories are
listed in descending order of relative importance. Where one of the criteria for determining responsibility is repeated
here, in this phase of the evaluation, the criterion will be analyzed in terms of the quality with which or the extent to
which the criterion is demonstrated.
o Responsibility- The foremost consideration in evaluating a proposal will be the Supplier's compliance with all
factors that contribute to the determination of responsibility as described in this RFP.
o Cost- The second consideration in evaluating a proposal is the total cost of the services and the commitment to
provide stable pricing. The statement of costs by the Supplier should be exclusive of taxes from which FRBNY is
exempt.
o Functionality - The Supplier's ability to meet the requirements described in this RFP.
o Experience- The Supplier's experience in performing services comparable to the products.
o Timeliness- Timely delivery of the services.
o Contract Terms - Proposals will be evaluated based on whether the contract terms or amendments proposed by the
Supplier are significantly less advantageous to FRBNY than the terms specified in this RFP.
8. A18. (Instruction)
The issuance of this RFP and acceptance of any information or responses by FRBNY shall not, in any manner, obligate
FRBNY to perform any act or otherwise incur any liabilities. FRBNY reserves the right to decide not to proceed with
any procurement at this time or ever or to determine that some or all products and/or services discussed in responses to
the RFP do not meet the needs of FRBNY. FRBNY also reserves the right to modify any of the specifications discussed
in the RFP or to add additional qualifications. FRBNY assumes no obligation to reimburse or in any other way
compensate any Supplier for losses or expenses incurred in connection with this RFP. Suppliers agree, by submission
of any information, that FRBNY is not obligated in any fashion by the acceptance of such information. Documents
clearly labeled as "proprietary" by the submitting party will be afforded the same treatment as FRBNY documents so
labeled. FRBNY shall only be obligated to use reasonable efforts to guard the proprietary nature of such documents.
FRBNY agrees that all information submitted in good faith by vendors will only be considered as good faith estimates
and will not bind Suppliers in any fashion to provide goods or services under certain terms or at certain prices. The
information contained in this RFP is considered to be confidential by FRBNY and shall not be disclosed outside the
Supplier's organization nor duplicated, used or disclosed in whole or in part for any purpose other than to evaluate this
RFP and prepare a response.
A19. (Instruction)
At this point in its vendor selection process, FRBNY is seeking to solicit detailed responses to this RFP from which it
may determine a pool of finalists. Please read all RFP questions carefully and provide a response to each question or
inquiry. Please focus your responses on the following questions or categories.
Cost Estimates - Please provide good faith cost estimates or ranges as this information will be used by FRBNY to
shortlist the number of vendors for the RFP where prospective vendors will be asked to provide detailed pricing. In
addition, include any alternative cost model.
Additional Material - Please provide any other materials, examples of recent experiences, and company information
that you may deem relevant in response to this RFP. Limit collateral marketing materials.
All responses must be submitted via the Perfect Commerce Event Manager tool no later than 3:00 PM eastern time on
09/26/2011.
A20. (Instruction)
Non-discrimination
FRBNY does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender
identity, age, genetic information or disability in the solicitation, award, or administration of contracts. All FRBNY
9. officers, staff members and non-employees, including vendors and visitors, are expected to abide by this policy.
FRBNY is committed to ensuring that all firms interested in doing business with FRBNY, including minority- and
women-owned businesses, have the maximum practicable opportunity to participate fairly in contracts awarded by
FRBNY.
A21. (Instruction)
Workforce Inclusion
The Supplier shall ensure, to the maximum extent possible, the fair inclusion of women and minorities in the workforce
of the Supplier and shall require any subcontractors used in this engagement to ensure, to the maximum extent possible,
the fair inclusion of women and minorities in the workforce of the subcontractor. The Supplier and, as applicable, any
subcontractor, will maintain sufficient documentation so that FRBNY may adequately determine whether or not the
Supplier and any subcontractor have made a good faith effort in this regard. The Supplier understands that the
FRBNY's Office of Minority and Women Inclusion may make a determination about whether the Supplier and, as
applicable, a subcontractor, has made the required good faith effort and may recommend termination of the Supplier or,
as applicable, the subcontractor if FRBNY's Office of Minority and Women Inclusion determines that the required
good faith effort has not been made. FRBNY may proceed to terminate the Supplier or, as applicable, a subcontractor
based on this recommendation.
B. Background & Scope
B1. (Instruction)
I. Introduction
Social media platforms are changing the way organizations are communicating to the public Conversations are
happening all the time and everywhere.
There is need for the Communications Group to be timely and proactively aware of the reactions and opinions
expressed by the general public as it relates to the Federal Reserve and its actions on a variety of subjects.
B2. (Instruction)
10. II. Social Listening Platforms
Social media listening platforms are solutions that gather data from various social media outlets and news sources.
They monitor billions of conversations and generate text analytics based on predefined criteria. They can also
determine the sentiment of a speaker or writer with respect to some topic or document.
The information gathered can guide the organizations public relations group in assessing the effectiveness of
communication strategies.
Here are some of the services it can offer:
o Track reach and spread of your messages and press releases
o Handle crisis situations
o Continuously monitor conversations
o Identify and reach out to key bloggers and influencers
o Spot emerging trends, discussions themes and topics
B3. (Question)
III. Mandatory Minimum Solution Requirements
A. Geographic scope of social media sites
The solution must support content coming from different countries and geographical regions. It should also support
multiple languages.
B. Content and Data Types
The solution must be able to gather data from the primary social media platforms –Facebook, Twitter, Blogs, Forums
and YouTube. It should also be able to aggregate data from various media outlets such as: CNN, WSJ, Factiva etc.
C. Reports and Metrics
The solution must provide real-time monitoring of relevant conversations. It should provide sentiment analysis
(positive, negative or neutral) around key conversational topics.
It must be able to provide summaries or high level overviews of a specific set of topics. It should have a configurable
dashboard that can easily be accessed by internal analysts or management. The dashboard must support customization
by user or group access.
The solution should provide an alerting mechanism that automatically sends out reports or notifications based a
predefined trigger.
D. FRBNY Technology Integration
The solution must be able to integrate with existing FRBNY technologies such as: Google Search appliance, Lotus
notes suite and web trends.
It must have support for single sign on or windows integrated authentication.
E. Cost Structure
The solution should offer a flexible pricing structure that can support multiple user licensing. It should also have the
option to base pricing on content volume and usage. _Supplier acknowledges an understanding of and agrees to comply
with the above minimum solutions requirements.
B4. (Instruction)
11. Key Terms and Acronyms
AES – Advanced Encryption Standard
FRBNY – Federal Reserve Bank of New York
FRS – Federal Reserve System
RBAC – Role Based Access Control
SQL – Structured Query Language
Triple DES – Triple Data Encryption Standard
C. Supplier Information
C1. (Question)
Please indicate the Supplier's business entity type.
Publicly Traded Corporation
General Partnership
Limited Liability Company (LLC)
Limited Liability Limited Partnership (LLLP)
Limited Liability Partnership (LLP)
Limited Partnership (LP)
Professional Limited Liability Company (PLLC)
Proffesional Corporation (PC)
Sole Proprietorship
C2. (Question)
Please acknowledge the following Vendor Integrity Program:
Because of the sensitive and confidential information about FRBNY's business affairs, operations, and security
procedures which the Suppliers may be given or have access to during the proposal process, FRBNY will conduct
background investigations, at the Supplier’s expense (current estimated cost is $750), on all Suppliers and their
companies. Such investigations may include, but not be limited to, researching the Supplier’s history/ownership and
fingerprinting and drug testing of the Supplier’s personnel who will have access to FRBNY's premises. In FRBNY's
sole discretion, no award of a contract will be made to, or if an award has already been made, such award may be
withdrawn from any Supplier: (i) that fails to promptly cooperate to FRBNY's satisfaction with any background
investigations; or (ii) whose background investigation by FRBNY produces results that are not, in FRBNY's sole
determination, satisfactory to FRBNY. In the event FRBNY fails to make an award to an Supplier or withdraws an
award from an Supplier in connection with an unsatisfactory background check, FRBNY shall have no obligation to
inform the Supplier of the specific results of the background check or why FRBNY deemed those results
12. unsatisfactory.
_Supplier acknowledges an understanding of and agrees to comply with the term above
C3. (Question)
Please attach Supplier's most recent audited financial statements (previous two year minimum). Failure to provide most
receent audited financial statements could result in RFP disqualification.
Yes, financial statements are attached
X No, financial statements are not attached
Supplier Attachments File/URL Size
D. Data and Search Considerations
D1. (Question)
Please indicate the number of months the Proposed Solution can archive content?
-99,999.00 Months
Supplier Comments:
D2. (Question)
Does the Proposed Solution have the capability to display previously created reports, analysis etc? Please provide
additional details in the comments section.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
13. D3. (Question)
Can the Proposed Solution make previously archived data available for retrieval?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
D4. (Question)
Does the Proposed Solution have the capability to to run reports against back dated sources? Please provide additional
details in the comments section.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
D5. (Question)
Does the Proposed Solution have cleansing strategies in place to address spam, splogs and duplicate content? Please
provide additional details and identify the cleaning starateges the Proposed Solution sucessfully utilized in the
comments section.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
D6. (Question)
What type of algorithm is used by the Proposed Solution? Select all that apply.
Text Analytics
Statistical Computations
14. Other, please explain the below comments section.
Supplier Comments:
D7. (Question)Response Required
Please indicate the search logic used by the Proposed Solution. Check all that apply.
Keyword searching
Phrase searching
Boolean searching
Other, please explain the below comments section.
Supplier Comments:
D8. (Question)Response Required
Please explain how the Proposed Solution analyzes particular content and determines if it has positive, negative or
neutral sentiment.
D9. (Question)Response Required
From which of the following social media outlets has the Proposed Solution sucessfully collected content? Check all
that apply.
Facebook
Twitter
Blogs
Youtube
Forums
Associated Press Content
Google News Aggregated content
Subscription based news sources
Other News sources (CNN, WSJ). Please explain the comments section.
Supplier Comments:
15. D10. (Question)
Can the Proposed Solution filter any known exclusions specified (i.e. earnings reports, job listings, etc)?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
D11. (Question)
Does the Proposed Solution have the ability to identify discussions that are unrelated to FRBNY, such as anything
related to Federal, FBI, etc?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
D12. (Question)
Does the Proposed Solution monitor online space for keywords?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
D13. (Question)Response Required
Please describe how the Proposed Solution assures data validity.
16. D14. (Question)Response Required
How does the Proposed Solution manage spam identification?
D15. (Question)
How is the Proposed Solution's platform configured?
To the client’s specific requirements
X Same out of the box for all clients
Supplier Comments:
D16. (Question)Response Required
Which of the following best describes implementation of the Proposed Solution? Check all that apply.
Self-service
Basic assistance over the phone at no additional cost.
Phone assistance with an additional fee.
Onsite support
Supplier Comments:
D17. (Question)
Does the Proposed Solution have the ability to display traditional media alongside social media in the same platform? If
Yes, please list what traditional media sources are available in the below comments section?
Yes, inheretly out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
17. D18. (Question)
Does the Proposed Solution identify types of posting based on generic search criteria such as client service, online
fraud, and brand infringements?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E. Metrics and Analytics
E1. (Question)
Does the Proposed Solution offer the ability to engage directly with content owners? Please provide additional details
on how the Proposed Solution accomplishes this in the comments section.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E2. (Question)
Can the Proposed Solution offer automated sentiment analysis at the brand level? Refers to product or company name,
in our case FRBNY.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
18. E3. (Question)
Can the Proposed Solution offer automated sentiment analysis at the post level? Post level refers to a particular post,
article, blog.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E4. (Question)
Does the Proposed Solution offer decision ready insights?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E5. (Question)Response Required
What insights does the Proposed Solution offer?
E6. (Question)Response Required
What types of metrics does the Proposed Solution offer?
19. E7. (Question)Response Required
How will the Proposed Solution measure success?
E8. (Question)
Does the Proposed Solution offer proactive issues management via reporting and alerts?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E9. (Question)
Can the Proposed Solution establish influencers versus followers and account for noise factor, including ‘weighting’
(which refers to the weighting of various social media sources such as Twitter, Facebook, YouTube, blogs and other
sites based on their online impact, and must not be based purely on online traffic such sources generate)? Noise factor
refers to unwanted information such as, spam, duplication etc.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E10. (Question)
Does the Proposed Solution have the ability to offer best practices, key insights and actions/recommendations: for
example, the ability to leverage positive sentiments into action to benefit FRBNY?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
20. E11. (Question)
Provide a description of any other value-added services that the Proposed Solution would bring to FRBNY in relation
to the work included in this proposal.
E12. (Question)Response Required
What key metrics does the Proposed Solution offer to track in real time?
E13. (Question)
Can the Proposed Solution measure industry issues? For example, when it notices that huge percentage of new articles
relate to stocks, can it inform that "there is an ongoing trend of negative sentiment in the financial industry"?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E14. (Question)
Does the Proposed Solution offer engagement functionality, a built in tool for the fed analysts reading the reports to
respond to blog posts, twitter comments, news article comments?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
21. E15. (Question)
Will the Proposed Solution offer automated sentiments when we type in the company name?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
E16. (Question)
Can the Proposed Solution immediately tell us if the overall sentiment for this "brand" is positive/negative/netural?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
F. Data Presentation
F1. (Question)Response Required
What dashboard features and functionalities are offered by the Proposed Solution?
F2. (Question)
Can Proposed Solution's dashboards be customized by user?
Yes, inherently out of the box
22. Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
F3. (Question)
Does the Proposed Solution offer drill-down capabilities for all analytics on the dashboard?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
F4. (Question)
Can Proposed Solution's dashboards be customized by user group?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
G. Engagement and Workflow Functionality
G1. (Question)
Can all social media accounts (facebook page, twitter account, youtube channel etc) owned by FRBNY be managed by
the Proposed Solution via central console? Please provide additional details in the comments section.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
23. H. Integration
H1. (Question)Response Required
With wich of the following activity monitoring tools has the Proposed Solution been sucessfuly integrated? Check all
that apply.
Web Trends
Google
Coremetrics
Omniture
Supplier Comments:
H2. (Question)Response Required
With wich of the following search appliance tools has the Proposed Solution been sucessfuly integrated? Check all that
apply.
Google Search Appliance
Autonomy
Fast
Others, please explain the below comments section.
Supplier Comments:
H3. (Question)Response Required
With wich of the following E-mail Clients has the Proposed Solution been sucessfuly integrated? Check all that apply.
Microsoft Outlook
IBM Lotus Notes
Gmail for business
No, not offered
Supplier Comments:
24. H4. (Question)
Does the Proposed Solution generate email alerts for each of the email clients selected in the previous question?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
I. Reporting Capability
I1. (Question)
Does the platform have a report function? Please describe the various reports that may be available to users and
executives by the Proposed Solution in the comments section.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
I2. (Question)Response Required
Which of the following report types has the Proposed Solution provided in the past? Check all that apply.
Graphs
Word Clout
Report Summaries
N/A, reports not offered
Supplier Comments:
I3. (Question)
Can the Proposed Solution automate reports?
Yes, inherently out of the box
25. Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
I4. (Question)
Can Proposed Solution's reports be automatically generated and sent out to a group of users based on a predefined
event trigger.
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
I5. (Question)
Does the Proposed Solution offer user specific reporting (user creates unique search / reporting criteria for topics of
interest)?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
I6. (Question)
Does the Proposed Solution offer ad hoc reporting?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
26. J. Geographic Scope
J1. (Question)Response Required
Which of the following territories will be included in the Proposed Solution's system? Check all that apply.
USA
Canada
South America
Europe
Asia
Other, please specify
Supplier Comments:
J2. (Question)Response Required
What languages are supported by the Proposed Solution?
K. Security
K1. (Question)
Can the Proposed Solution support data encryption while in transit?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
K2. (Question)
Can the Proposed Solution support data encryption between desktop and server components of the software?
Yes, inherently out of the box
Yes, with Supplier customization
27. Yes, with Client configuration
X No, not offered
Supplier Comments:
K3. (Question)
Can the Proposed Solution authenticate user access?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
K4. (Question)
Can the Proposed Solution ensure secure handling of the credentials within the product and during transfer to product's
components?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
K5. (Question)Response Required
With which of the following cryptographic algorithms has the Proposed Solution been successfully integrated? Check
all that apply.
Triple DES
AES
ASO
Others, please specify in the below comments section.
Supplier Comments:
28. K6. (Question)Response Required
Which of the following user access roles are supported by the Proposed Solution as standard role hierarchy of the
RBAC model? Check all that apply.
Read
Edit
SuperUser/Admin
Others, please specify in the below comments section.
Supplier Comments:
K7. (Question)
Can the Proposed Solution manage the credentials to the source and target databases?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
K8. (Question)
Can the Proposed Solution maintain integrity and protect both the source and target databases?
Yes, inherently out of the box
Yes, with Supplier customization
Yes, with Client configuration
X No, not offered
Supplier Comments:
K9. (Question)Response Required
Which of the following roles will the Proposed Solution capture for audit trail purposes? Check all that apply.
The original author
Updaters of the artifacts
Creator of baseline artifacts
Others, please specify in the below comments section.
29. Supplier Comments:
K10. (Question)Response Required
With which of the following access control tools has the Proposed Solution been successfully integrated? Check all that
apply.
Single Sign On
Internal Windows Authentication
2 Factor Authorization
Others, please specify in the below comments section.
Supplier Comments:
K11. (Question)
Can user administration associate users and roles to groups in the proposed solution?
Yes
X No
Supplier Comments:
K12. (Question)Response Required
Please complete and upload the attached Vendor Software Product Information Security Assurance.
Buyer Attachments Date/Time Uploaded File/URL Size
Vendor Software Product 5/12/2011 10:46 AM Vendor Software Product 34680
Information Security EDT Information Security Assurance
Assurance Questionnaire_ver3TSZ.docx
Supplier Attachments File/URL Size
30. L. Pricing
L1. (Question)Response Required
Please describe the price structure of the Proposed Solution?
L2. (Question)Response Required
Is the Proposed Solution offered at a single all inclusive fee or are additional charges applicable for each time the data
is pulled?
L3. (Question)Response Required
Is the Supplier willing/able to increase the Proposed Solution's data backlog? If yes, please indicate what is the
applicable timeframe and what is the additional charge?
L4. (Question)
Does the Proposed Solution offer training? If yes, please explain and provide pricing in the comments section.
Yes
X No
Supplier Comments:
L5. (Question)
31. Does the Proposed Solution offer Consulting Services? If yes, please explain and provide pricing in the comments
section.
Yes
X No
Supplier Comments:
L6. (Question)Response Required
Please describe the level of customer support offered for the Proposed Solution?
L7. (Question)Response Required
Please provide price options for the support offered.
L8. (Question)
Does the Proposed Solution include any upcharges for support questions? If Yes, please explain the below comments
section.
X Yes
No
Supplier Comments:
M. Innovation - Other Responses
M1. (Question)
Innovation
Please provide any additional information that may help FRBNY achieve its objectives as stated herein above and
32. beyond what has been specifically asked of the Supplier. This may include strategic alliances or partnerships, additional
software or services, innovations in the marketplace, future enhancements, process change recommendations, etc...
Information should be provided in the form of a file attachment and should be uploaded back to this section.
Supplier Attachments File/URL Size
M2. (Question)
Other Responses
This section is provided in order for Supplier to have additional space to augment any of Supplier's prior responses. If
any of the information provided herein refers to other sections of this RFP, please be sure to reference the appropriate
sections. Information should be provided in the form of a file attachment and should be uploaded back to this section.
Supplier Attachments File/URL Size