REQUEST FOR PROPOSAL (RFP) BACKUP, RECOVERY, AND ARCHIVAL SOFTWARE SOLUTION RFP # 14GH07P3

Transcription

1 REQUEST FOR PROPOSAL (RFP) BACKUP, RECOVERY, AND ARCHIVAL SOFTWARE SOLUTION RFP # 14GH07P3 Canyons School District Purchasing Department 9361 South 300 East Sandy, Utah

2 Table of Contents I. GENERAL... 1 A. Intent of Request for Proposal... 1 B. Eligibility Requirements... 1 C. Addendum to RFP... 2 D. Right of Rejection... 2 E. Oral Presentations... 2 F. Written Agreement... 2 G. Contract Period... 2 H. CSD Contacts... 2 I. Supplier Proposal... 3 J. Submitting Your Proposal... 3 II. DETAILED SCOPE OF WORK... 3 A. Planning... 4 B. Implementation... 4 C. Testing... 4 D. Training... 4 E. Follow-up and final sign off... 5 III. REQUIREMENTS... 6 IV. CURRENT ENVIRONMENT A. Network B. Backup and Disaster Recovery Topology C. CSD-IT Current Backup Summary V. EVALUATION CRITERIA CERTIFICATION OF PROPOSAL EXECUTIVE SUMMARY DETAILED RESPONSE QUALIFICATIONS/EXPERIENCE REFERENCES COST PROPOSAL... 24

3 CANYONS SCHOOL DISTRICT REQUEST FOR PROPOSAL BACKUP, RECOVERY, ARCHIVAL SOFTWARE SOLUTION RFP #14GH07P3 I. GENERAL A. Intent of Request for Proposal The purpose of this request for proposal is to solicit competitive sealed proposals from qualified suppliers/individuals for a Backup, Recovery, Archival Software Solution ( The Solution ) for Canyons School District (CSD). CSD has a need to properly secure its electronic data through the use of an integrated enterprise level software solution. CSD plans to procure and implement a software solution that will provide backup, recovery, file and archiving, e-discovery, and Hierarchical Storage Management (HSM). We would like this project fully implemented and functional by August 29, This RFP is designed to provide interested Suppliers with sufficient basic information to submit proposals meeting minimum requirements, but is not intended to limit a proposal s content or exclude any relevant or essential data. Suppliers are at liberty and are encouraged to expand upon the specifications to evidence service capability under any agreement. All proposal preparation costs and any associated activities related to this RFP are the sole responsibility of the Supplier. CSD is not liable for any costs incurred throughout the entire selection process. B. Eligibility Requirements In order to be eligible to respond to this RFP, the Supplier must meet all of the following minimum qualifications: 1. Licensed The proposing Supplier must be properly licensed to conduct business in the State of Utah. 2. Non-Discrimination The proposer must comply, at all times during the bidding and contracting period, with all applicable Federal, State, County, and City antidiscrimination laws, ordinances, rules, and regulations. Any violations of this provision shall be considered a violation of a material provision of the audit contract and shall be grounds for cancellation, termination or suspension. RFP # 14GH07P3 1

4 C. Addendum to RFP If it becomes necessary to revise this RFP in whole or in part, an addendum will be posted on Suppliers who obtained this RFP by download are required to check for any addenda. D. Right of Rejection The CSD Board of Education reserves the right to reject any and all proposals or to waive any non-statutory informality. The Board of Education further reserves the right to make the contract award deemed by the Chief Procurement Officer of the School District to be in the best interest of the District. The Board's decision to accept or reject the contract shall be final. E. Oral Presentations An oral presentation by a Supplier to clarify a proposal may be required at the sole discretion of CSD. However, Canyons School District may award a contract based on the initial proposals received without discussion with the Supplier. If oral presentations are required, they will be scheduled after the submission of proposals. F. Written Agreement The selected supplier must enter into a written contract with CSD to provide a required by the District for the term of the contract. The contract must be performed in accordance with CSD Standard Terms and Conditions, rev. date 1/12/10 (Attachment A). G. Contract Period This agreement shall commence on the date of RFP acceptance by the Board of Education and continue for one (1) year. Each proposal must include an option whereby the Board, in its sole discretion, can extend the contract for two (2) one (1) additional year on the same terms, prices, and conditions set forth in the proposal. The option shall be exercisable at the end of the first year. If the option is not exercised, then the contract shall automatically expire at the end of the contract term. Notice of exercise of the option must be given at least thirty (60) days prior to the end of the contract term. H. CSD Contacts All inquiries relative to this Request for Proposal must be submitted through No CSD Employee, Board Member, or evaluation committee member should be contacted concerning this RFP during the selection process. Failure to comply RFP # 14GH07P3 2

5 with this requirement may result in disqualification. I. Supplier Proposal Proposals must be signed by the Supplier s authorized official binding the RFP and the Supplier for a period sixty (60) days from the date of receipt by Mr. Gary O. Hansen, Chief Procurement Officer. J. Submitting Your Proposal 1. All bids shall be submitted via Bids delivered by or fax will not be considered or evaluated. 2. All information requested must be completed and submitted by the date and time listed in BidSync. Proposals received after that will be deemed nonresponsive. Neither faxed nor ed bids will be accepted. 3. Responses submitted in BidSync are completely secure. No one (including the purchasing staff) can see responses prior to the deadline. Once proposals are submitted in BidSync, you may make changes at any time before the solicitation deadline. Allow sufficient time to complete any applicable online forms and/or upload documents. Please do not upload any embedded or password protected documents (zip files, mov, wmp, and mp3 files) as they cannot be opened, unzipped and included in your submittal. The solicitation will end precisely at the closing time listed. If you are in the middle of uploading your bid at the closing time, BidSync will stop the process and your bid will not be received. 4. Each Supplier shall submit only one (1) proposal. Alternate or multiple proposals from a single Supplier are prohibited. On any item where multiple bids are submitted, that item may be deemed non-responsive. 5. All inquiries relative to this bid must be submitted through and will be answered through BidSync up to the Q & A deadline. 6. When the award is made, it will be posted on In the event that the bid is canceled after the closing date, that information will be posted on BidSync as well. 7. Conform to Response Form Guidelines - All proposed information must be submitted on the Proposal Response forms found in Section IV. II. DETAILED SCOPE OF WORK The successful Supplier is expected to replace our current Backup, Recovery, Archival, and Disaster Recovery of electronic data with a new solution according to specifications and requirements outlined in this RFP. Major phases involved in the scope of this project to ensure full-functionality August 29, 2014: RFP # 14GH07P3 3

6 A. Planning 1. Evaluate current environment and system requirements to implement new solution. 2. Ensure all best practices and policies as defined by stakeholders of data retention and management are understood and rolled into project plan. 3. Create detailed project plan with milestones, tasks and deadlines to ensure completion by August 29, Train District Engineering Team on new concepts, methodologies, and all technical details and tasks. 5. Identify impact and any downtime. Communicate these details to all stakeholders and confirm project as defined is agreeable to all stakeholders. B. Implementation 1. Install and configure new infrastructure while training District technical staff on procedures and processes. 2. Migrate backup data and backup policies off of existing system and onto new solution, including, but not limited to: a. Tape-to-tape b. Disk-to-disk c. Disk-to-tape 3. Document all configuration processes and data locations. 4. Test functionality of disaster recovery. 5. Setup and run reports. C. Testing 1. Test disaster recovery, backup restore functionality, and all other major aspect required to ensure solution is complete, stable, and completely functional. 2. Have official sign-off by stakeholders that tests performed on all critical processes have functioned to a satisfactory level and fully understood. D. Training 1. Provide final training to stakeholders. 2. Provide detailed documentation on procedures required to complete critical processes. 3. Train support staff on how to create reports, reconfigure systems, add new systems, and all other core functions of solution according to requirements outlined in this RFP. RFP # 14GH07P3 4

7 E. Follow-up and final sign off 1. Final technical follow up to ensure systems are functioning according to specification and policy requirements. 2. Final sign off with stakeholders that project has been completed according to project outline. RFP # 14GH07P3 5

8 III. REQUIREMENTS Requirements: M=Mandatory D=Desired (e.g. M1, M2, are Mandatory; D1, D2. are Desired) All mandatory components as described in the RFP must be fully functional and be commercially available as a GA release (non-beta) before bid closing. Mandatory components must be met by Vendors wishing to be considered as responsive/responsible to the RFP. All features labeled as desired are not mandatory; however, desired features will be scored based on ability to fully comply with functionality specification as determined by evaluation committee reviewing response documentation. *If any Mandatory requirement is not met, the bidder may be considered non-responsive/non-compliant. Section/Requirement General System Specifications Comply Yes/No Reference Page/ Paragraph Response Describe how requirement is met. Please include relevant documentation or narrative to support statements. M1 M2 M3 M4 M5 M6 Must be able to perform data reduction by removing duplicate data in the repository. Capable of data deduplication at the block level on source-side across all movement and copies of data on disk, tape, or the cloud. To reduce network bandwidth impact when copying data over Local Area Network (LAN) and the Wide Area Network (WAN), solution must be capable of deduplication at the source machine site and at the remote target site Allow recovery of data locally or remotely from any remote office using a common web interface for backup, replication and archive. Must be able to perform offsite copies of the deduplicated data in a deduplicated format and have separate retentions for each copy of the data Deduplication data must also be encrypted at a FIPS compliant level prior to transmission over LAN/WAN. RFP # 14GH07P3 6

9 M7 M8 Section/Requirement The console/centralized management system that host the physical backup and archive devices must work, install, deploy, on any edition of Microsoft Windows Server 2008 and above. Work and interoperate with the following file systems a. NT File System (NTFS) b. Hierarchical File System (HFS, HFS+) c. VMware File System (VMFS) d. Extent 3 File System (ext3) e. Journal File System (JFS, JFS2) Comply Yes/No Reference Page/ Paragraph Response Describe how requirement is met. Please include relevant documentation or narrative to support statements. M9 M10 M11 Support the copy of backup data directly from backup media to backup media over the Local Area Network (LAN) and the Wide Area Network (WAN) including: a. Tape to tape b. Tape to disk c. Disk to disk d. Disk to tape e. Backing up/archiving to Linear Tape Open (LTO-3 and LTO-6) The software solution must work and interoperate with the following storage platforms: a. HP EVA 6000 b. HP P2000 G3 MSA c. 3PAR F400 SAN d. 3PAR 7200 SAN e. HP MSL 6000 (LTO3) f. HP MSL 2024 (LTO6) g. NAS h. iscsi Backup, restore, HSM and archive functions to and from fiber channel connected tape and storage devices disk subsystems RFP # 14GH07P3 7

10 M12 M13 M14 Section/Requirement Data protection of the catalogue, index and database of the backup server, in order to ensure the recovery of the backup environment to its fully functioning state. Must backup and restore systems running the following operating systems: a. Microsoft Windows 2003 Servers (all editions/revisions) b. Microsoft Windows 2008 Servers (all editions/revisions) c. Microsoft Windows 2012 Servers (all editions/revisions) d. MAC OSX 10.5 and above e. IBM AIX ver. 5.x and above f. Linux Servers (Centos ver. 4.x and Debian ver. 10.x) and above Must backup, recover, restore following systems as specified below: a. MySQL Database Server v 4.0 and above b. Microsoft SQL Server 2005 and above: both a clustered and unclustered configurations. c. Microsoft Exchange Server 2010 d. Microsoft SharePoint Server 2010 e. Microsoft Windows Active Directory (AD) database and System State data for Server 2008 and 2012 Comply Yes/No Reference Page/ Paragraph Response Describe how requirement is met. Please include relevant documentation or narrative to support statements. RFP # 14GH07P3 8

11 M15 M16 M17 M18 M19 M20 M21 Section/Requirement f. Individual recovery of Active Directory users and attributes backed up in accordance with above versions g. Microsoft Windows Server 2008 and Server 2012 Hyper-V h. VMware ESX Server ver. 5.x and above. i. Backup of most current versions of VMware virtual machines at file level j. VMware images using VMware disk format (VMDK) Capable of performing multiple simultaneously restores Centralized backup and restore functionality, where multiple remote sites backup to a central site as well as isolated sites backup locally, but are managed from a central site. Automatic restart of a failed backup job. This functionality must be configurable by the administrator at the backup job level. Web based system search tool not dependent on a client software type The system shall support the ability to index all file types, including s and attachments, in order to allow the data to be searchable. It must include the ability to search on exchange mailboxes and archived Ability to integrate with our existing tools used to archive and purge files. Single tool used for archiving and purging all file types, including . Comply Yes/No Reference Page/ Paragraph Response Describe how requirement is met. Please include relevant documentation or narrative to support statements. RFP # 14GH07P3 9

12 M22 M23 M24 M25 M26 M27 M28 Section/Requirement Functionality to manage backup and HSM/archive operations and data retention through configurable policies as defined by the systems administrator. Management Console must include Graphical User Interfaces (GUI) in order to administer all the functionalities of the software backup, restore, HSM, and archival. Centralized manageability of all enterprise backup servers from a single console. Automatic and manual scheduling of backup jobs on the backup server as required by system administrator. Automated alerts and notifications using Simple Mail Transport Protocol (SMTP). The functionality must be configurable to allow the notification of administrators about backup, restore, HSM, archiving failures, and catalogue backup information for disaster recovery. Must be able to manage and report on the effectiveness of the deduplication from the same management console that is used for managing the backup and HSM environments The software solution must allow the administrator to configure user definable conditions that will trigger alerts, including: a. Software solution errors b. Failed and successful restore job c. Tape libraries errors d. Backup disk subsystems errors e. Failed and successful backup job f. Tape drive errors g. Tape libraries errors Comply Yes/No Reference Page/ Paragraph Response Describe how requirement is met. Please include relevant documentation or narrative to support statements. RFP # 14GH07P3 10

13 D1 D2 D3 D4 Section/Requirement Capable of identifying and marking data as read only to preserve the content in the case of an evidence preservation request/e-discovery request Interoperate with Microsoft Windows Volume Shadow Copy services Use our existing folder structure for archived , and migrate existing archived keeping its existing retention Backup, recover and restore Progress databases as specified below: a. Eliminate need to dump Progress database files to local disk prior to backup b. Eliminate necessity to shutdown Progress databases while backups are taken c. Provide full/incremental and transaction log backups of Progress databases d. Restore Progress databases to a point in time based on transaction logs e. One click restore of Progress databases (or single line command), to restore full, all incremental, and "after images" (transaction logs) to restore and recover the Progress database to any point in time Comply Yes/No Reference Page/ Paragraph Response Describe how requirement is met. Please include relevant documentation or narrative to support statements. Maintenance and Support Warranty coverage of The Solution will be included in base bid. Please provide information on your maintenance and support model, showing levels of responsibility and support source. The warranty period shall include hardware and software maintenance and upgrades and shall be for a minimum duration of 1 (one) year to begin on the date of Final Acceptance of The Solution. Maintenance costs after the expiration of the warranty period shall be provided to the District as a separate annualized expense item. Emergency replacement parts must be available within 4 (four) hours 7 days per week in the event of a system-down emergency. Technical phone support shall be available 24x7. RFP # 14GH07P3 11

14 Maintenance plan should include 24x7 monitoring and technical support accesses. 4 (four) hour response required for hardware faults. Include a detailed summary of how software and firmware upgrades are performed with The Solution. Specific attention should be around any requirements for data protection and archival hardware and software downtime. Vendors are requested to attach user instructions on upgrading the system during the last minor update (or point release) and user instructions on upgrading the system during the last major version upgrade. Vendor Responsibility Vendors shall not omit any part or detail which is normally considered to be standard even though such part or detail is not mentioned in this document. Proposal must include all hardware and software components required to make a completely operational solution. Vendors shall include all itemized pricing for components in order for the District to consider cost modifications based on storage specifications. Please follow the Bid Pricing Sheet format provided in the Appendix of the RFP. All required equipment shall identified by manufacturer's name and model description. System Implementation Solution must be fully implemented and functional according to agreed scope prior to June 2014 Vendor is to provide project plan and execute the migration of the archived data from the current backup software to the new vendor proposed solution Include a description of your overall approach to each of the following task areas (if applicable): a. System installation b. System configuration c. Data migration d. Test planning and execution e. System interface design and support f. System roll-out, procedures, and support Project Management Methodology Project Implementation Plan Include a typical timeline with this proposal including major milestones for tasks and subtasks, dates and both vendor and customer resources. The required format for the timeline is MS Project format. The plan should adhere to any pertinent milestone dates in the RFP Schedule Please describe your current project management methodology and include samples of the following project management deliverables used in your process: a. Status Reports b. Change Management Plan c. Communication Plan d. Risk Management Plan Documentation, On-line Help, Error Messages Identify all documentation included with the proposed system. This includes on-line help, user manuals, installation procedures, configuration and maintenance procedures, and operations manuals for all elements within the proposed system. Training Describe what types of end user training are offered and costs associated with the training? (online computer based, in-person classroom training) Setup and Configuration Vendor is to provide installation and configuration support for The Solution. Vendor is to provide final as-built system documentation including accounts & passwords and system topology (logical and physical). RFP # 14GH07P3 12

15 IV. CURRENT ENVIRONMENT A. Network CSD is part of the Utah Education Network (UEN) and part of the Utah backbone that extends from the north at Utah State University to Dixie State College in St. George, Utah. Our district currently has two 1 Gb Ethernet connections to the POP located at Salt Lake Community College. The Canyons School District network is a classic hub and spoke architecture. The Data Center is located at the Canyons Support Services Center (CSSC) and is the hub of our network. We currently have a single point of ingress/egress to the Internet through a Cisco 6503 provided by UEN & Century Link. A Cisco 6506 is the aggregation point to our Data Center which consists of 1 Gb Ethernet connections to approximately 50 locations. Internally, we have 10 Gb links between the Cisco 6506 and an HP A9512 switch, the core device of the Canyons School District network. We currently have three HP blade enclosures housing HP blade servers. The majority of systems are running on the blades are virtual servers. One of the blade enclosures is connected by a 10 Gb link to the A9512. The other two enclosures are connected to the A9512 by a 1 Gb link. A large percentage of our production data is located on a 3PAR F400 Storage Area Network (SAN) that is connected via Fiber Channel to our blade enclosures using Brocade switches. We also have an HP EVA6000 SAN connected via Fiber Channel to the blade enclosures using the same set of Brocade switches. The EVA6000 is reaching its end of it and we expect it will be decommissioned in the next year. It is being replaced with an HP Modular Smart Array P2000 G3 and will be connected via Fiber Channel to the blade enclosures using the same set of Brocade switches noted above. Our WAN consists of single 1 Gb Ethernet links to all of our schools through the Cisco 6506 and Cisco switch at each school. We use the lower half of a Class B address space. Every school has a core HP 4800/5800 core switch that aggregates all school connectivity and connects to the Cisco switch. Our firewall is a Palo Alto PA-5050 appliance. To provide us with additional bandwidth, we are working with our ISP to implement an additional 1 Gb connection to all of our sites. Connectivity will be routed to a separate, small data center located in Brighton High School. This small data center will serve as a disaster recovery location in the event of critical systems failure at our primary CSSC Data Center, and will also serve as an offsite backup location for file systems archival and . The additional capacity also provides us with an RFP # 14GH07P3 13

16 alternate route to/from CSSC. B. Backup and Disaster Recovery Topology CSD currently uses Symantec Netbackup as our primary backup software in addition to simple file archival. Netbackup currently backs up a little less than six Terabytes of front-end data. There are also other data that are directly backed up to disk without utilizing Netback for short-term backups and a tape library for long-term backup archival. The device we currently use for tape backup is an HP MSL 6000 that uses LTO-3 media. We have purchased an HP MSL 2024 Ultrium 6250 Tape library that utilizes LTO-6 media to replace the HP MSL 6000 library, and this project need to include assistance with migration of archived data from tape-to-tape of the old device to the new device. We maintain an offsite server that hosts our student, personnel, and financial systems in addition to an Exchange mailbox database server at our Canyons Administration Building (CAB). We also have a backup data rack offsite location the State Richfield Data Center (RDC). It s currently connected with a 100 Mb link that will eventually be upgraded to a 1Gb connection. This offsite serves as an offsite backups of our critical/core systems including , financial systems, and student information systems for disaster recovery purposes. We are connected from our CSSC Data Center to RDC to meet DR and off-site needs. RFP # 14GH07P3 14

17 C. CSD-IT Current Backup Summary SERVERS AIX Server SERVER OS SERVER FILE TYPE TYPE SAN AIX Physical JFS2 397 AIX Physical JFS2 14 BACKUP DESTINATION & SIZE (GB) TAPE AIX Physical JFS2 383 MAC Server 1 OS X Physical HFS+ 29 MAC Server 2 OS X Physical HFS+ 362 MAC Server 3 OS X Physical HFS+ 6 MAC Server 4 OS X Physical HFS+ 1 MAC Server 5 OS X Physical HFS+ 8 MAC Server 6 OS X Physical HFS+ 24 MAC Server 7 OS X Physical HFS+ 1 Windows 2003 Server 1 Windows2003 Virtual NTFS 1 Windows 2003 Server 1 Windows2003 Virtual MS SQL 2 Windows 2003 Server 2 Windows2003 Virtual NTFS 1 Windows 2003 Server 3 Windows2003 Virtual NTFS 3 Windows 2003 Server 4 Windows2003 Virtual NTFS 46 Windows 2003 Server 5 Windows2003 Virtual NTFS 6 Windows 2003 Server 6 Windows2003 Virtual NTFS 1 Windows 2003 Server 7 Windows2003 Virtual NTFS 1 Windows 2003 Server 8 Windows2003 Physical MS SQL 13 Windows 2008 Server 1 Windows2008 Physical NTFS 77 Windows 2008 Server 2 Windows2008 Physical MS SQL 2 Windows 2008 Server 3 Windows2008 Virtual NTFS 2 Windows 2008 Server 4 Windows2008 Virtual MS SQL 1 Windows 2008 Server 5 Windows2008 Physical NTFS/AD 10 Windows 2008 Server 6 Windows2008 Physical NTFS/AD 10 Windows 2008 Server 7 Windows2008 Virtual NTFS 62 Windows 2008 Server 8 Windows2008 Virtual NTFS 62 Windows 2008 Server 9 Windows2008 Virtual NTFS 62 Windows 2008 Server 10 Windows2008 Virtual NTFS 1024 Windows 2008 Server 11 Windows2008 Virtual MS SQL 1 Windows 2008 Server 12 Windows2008 Physical NTFS 1507 Windows 2008 Server 13 Windows2008 Physical NTFS 541 RFP # 14GH07P3 15

18 Windows 2008 Server 14 Windows2008 Physical NTFS 24 Windows 2008 Server 15 Windows2008 Physical NTFS 1553 Windows 2008 Server 16 Windows2008 Virtual NTFS 100 Windows 2008 Server 17 Windows2008 Virtual NTFS 1 Windows 2008 Server 18 Windows2008 Physical NTFS 26 Windows 2008 Server 19 Windows2008 Virtual NTFS 4 Windows 2008 Server 20 Windows2008 Physical MS SQL 1 Windows 2008 Server 21 Windows2008 Virtual MS SQL 33 Windows 2008 Server 22 Windows2008 Virtual NTFS 1 Windows 2008 Server 23 Windows2008 Physical MS SQL 1 Windows 2008 Server 24 Windows2008 Physical NTFS 1015 Windows 2008 Server 25 Windows2008 Virtual NTFS 36 Windows 2008 Server 26 Windows2008 Physical NTFS 267 Windows 2008 Server 27 Windows2008 Physical MS SQL 30 Windows 2008 Server 28 Windows2008 Physical MS SQL 1 Windows 2008 Server 29 Windows2008 Virtual MS SQL 16 Windows 2008 Server 30 Windows2008 Virtual MS SQL 8 Windows 2008 Server 31 Windows2008 Virtual NTFS 1 Windows 2008 Server 32 Windows2008 Virtual NTFS 19 Windows 2008 Server 33 Windows2008 Physical MS SQL 1 Windows 2008 Server 34 Windows2008 Physical NTFS 1250 Windows 2008 Server 35 Windows2008 Physical NTFS 955 Windows 2008 Server 36 Windows2008 Physical MS SQL 45 Windows XP-1 WinXP Physical MS SQL 1 Windows XP-2 WinXP Physical NTFS 131 TOTAL BACKED UP TO DISK: 2,939 GB TOTAL BACKED UP TO TAPE: 7,241 GB TOTAL COMBINED: 10,180 GB RFP # 14GH07P3 16

19 V. EVALUATION CRITERIA The District will evaluate each proposal submitted based on responsiveness to the District s overall needs. The award of contract, if made, will be the firm who is responsive and responsible to all administrative and technical requirements of the RFP; who has demonstrated competence and qualifications in regards to providing the services required; the cost and prices for the services offered; and who receives the highest rating based upon all of the criteria set forth in the RFP. The process of award will be by committee. The committee will base their evaluation on the criteria listed below then apply a score based on the weighted value of that criteria. The Supplier receiving the highest score will be awarded the contract. A Supplier must use the following schedules, or copies thereof, in submitting a proposal. The schedules must be completed in their entirety. Other materials that support these schedules may be included in the proposal document. 10 Points: Qualifications/Experience 20 Points: Technical Requirements 25 Points: Integration 15 Points: Scope of Services 30 Points: Cost Proposal Purchasing will use the following cost formula: The points assigned to each offeror s cost proposal will be based on the lowest proposal price. The offeror with the lowest Proposed Price will receive 100% of the price points.. All other offerors will receive a portion of the total cost points based on what percentage higher their Proposed Price is than the Lowest Proposed Price. An offeror whose Proposed Price is more than double (200%) the Lowest Proposed Price will receive no points. The formula to compute the points is: Cost Points x (2- Proposed Price/Lowest Proposed Price). RFP # 14GH07P3 17

20 Schedule A CERTIFICATION OF PROPOSAL We have read the CSD Request for Proposal and fully understand its intent. We certify that we have adequate personnel and resources to fulfill the proposal requirements. We further understand that our ability to meet the criteria and provide the required services shall be judged solely by CSD. We further certify that, since the receipt of this RFP, no contact, discussion, or negotiations have been made nor will be made regarding this proposal with any CSD employee or Board member other than the listed contact people in the RFP. We understand that any such contact could disqualify this proposal. We further certify that we are properly licensed to conduct business within the scope of this RFP, in the State of Utah. We certify that all schedules and addenda contained herein shall be considered part of the entire RFP response and that the complete document submitted shall be considered a legally binding document. Submitted by: Firm Name Authorized Signature Name and Title Telephone Date RFP # 14GH07P3 18

21 Schedule B EXECUTIVE SUMMARY Provide a one or two page executive summary to briefly describe the Supplier s proposal. This summary should highlight the major features of the proposal. It must indicate any requirements that cannot be met by the Supplier. The District should be able to determine the essence of the proposal by reading the executive summary. Protected information requests should be identified in this section. *If additional space is needed, please attach to this document. RFP # 14GH07P3 19

22 Schedule C DETAILED RESPONSE This section should constitute the major portion of the proposal and must contain at least the following information. A. A complete narrative of the Firm s assessment of the work to be performed, the Firm s ability and approach, and the resources necessary to fulfill the requirements. This section should demonstrate that the Firm understands the desired overall performance expectations. Clearly indicate any options or alternatives proposed. *If additional space is needed, please attach to this document. RFP # 14GH07P3 20

23 Schedule D QUALIFICATIONS/EXPERIENCE Provide a detailed response describing all abilities, skills and related experiences pertinent to the purpose and scope of this RFP. *If additional space is needed, please attach to this document. RFP # 14GH07P3 21

24 Schedule E REFERENCES Provide a minimum three (3) and a maximum five (5) references. Include the organization name, contact person, and telephone number. 1. Company Name Contact Name Address City State Zip Telephone Fax Description of Work Scope 2. Company Name Contact Name Address City State Zip Telephone Fax Description of Work Scope 3. Company Name Contact Name Address City State Zip Telephone Fax Description of Work Scope RFP # 14GH07P3 22

25 Schedule E, continued 4. Company Name Contact Name Address City State Zip Telephone Fax Description of Work Scope 5. Company Name Contact Name Address City State Zip Telephone Fax Description of Work Scope RFP # 14GH07P3 23

26 Schedule F COST PROPOSAL Cost will be evaluated independently from the technical proposal. Please enumerate all costs on this or an attached sheet. Pricing MSUT to be submitted in a separate file via BiDSYNC. The following is provided for your information only. Please supply your pricing per the Excel file included with this solicitation. Vendor Product and Maintenance Pricing QTY UNIT COST TOTAL COST Describe your pricing model. For example, list all package structures(licenses and the pricing, monthly fees, any set up fees) Describe any suite bundling options versus stand-alone modules Suite Bundling Name: 1 $ Includes Modules: Additional required Modules not included in Suite: 1. 1 $ 2. 1 $... 1 $ Suite Bundling TOTAL: $ Stand-Alone Modules: 1. 1 $ 2. 1 $... 1 $ Stand-Alone TOTAL: $ Hardware: 1. 1 $ 2. 1 $... 1 $ Hardware TOTAL: $ Licenses - Describe any additional Licenses not included above 1. 1 $ 2. 1 $... 1 $ Licenses TOTAL: $ RFP # 14GH07P3 24

27 Describe your pricing for the most basic maintenance package, and summarize the services, deliverable and terms included (for example, bug fixes, patches, service packs and associated services) Basic Maintenance Package- Includes: 1st Year Basic Maintenance 1 $ 2nd and subsequent years Basic Maintenance 1 $ Describe your tiered pricing for the most advanced maintenance package, and the deliverables, options and terms that differentiate it from the basic offering (including the period of coverage and response times). Advanced Maintenance Package- Includes: 1st Year Advanced Maintenance 1 $ 2nd and subsequent years Advanced Maintenance 1 $ Do you price maintenance as a percentage of total discounted license purchases (as opposed to basing it on the list price)? Do you offer caps on year-over-year increases in maintenance fees? Describe any other miscellaneous costs to implement solution not already listed above to meet requirements. Miscellaneous Item 1: 1 $ Miscellaneous Item 2: 1 $ Miscellaneous Items TOTAL: $ Training, Services and Support Describe your professional services during implementation (service desk, incident, problem, change); include transition assistance. Implementation Services - Includes: Implementation Services TOTAL: 1 $ $ Describe your administration training (describe options and provide costs). Administrative Training - Includes: 1 $ RFP # 14GH07P3 25

28 Administrative Training - Option 1 1 $ Administrative Training - Option 2 1 $ Administrative Training TOTAL: $ Describe various technical support options available during business hours and provide pricing. Technical Support Option 1: Technical Support Option 2: Technical Support TOTAL: 1 $ 1 $ $ Describe other support that is not included in the Maintenance Contracts or Technical Support Options, and provide costs. Other Support 1 - Includes: Other Support 2 - Includes: Other Support TOTAL: 1 $ 1 $ $ Describe On-site support that is not included in the any above items, and provide costs. OnSite Support - Includes: 1 $ OR, Daily cost of onsite support template (including hotel/food/labor - airfare to be tracked separately) A. Hotel 1 $ B. Car Rental 1 $ C. Per Diem (food/entertainment) 1 $ D. Air Fare 1 $ E. Daily Onsite Daily Work Rate 1 $ F. Additional Travel Expenses Not Listed Here 1 $ Define: $ Additional desired services if not covered anywhere else Daily Remote Service/Support - 24 x 7 x $ Next business day advanced hardware replacement 1 $ Code/software/subscription automated updates 1 $ Contractor shall list any additional costs not mentioned above. Detail of any offsite/onsite costs not covered above. Canyons School District will not pay any costs not detailed herein. $ RFP # 14GH07P3 26

29 Total of Installation and 1st year Normal Costs: $ Respectfully Submitted, Name of Bidder Title Authorized Signature RFP # 14GH07P3 27