1 Request for Proposals Help Desk Services for the Compliance Instrument Tracking System Service (CITSS) This RFP is available on the Western Climate Initiative, Incorporated (WCI, Inc.) website at Interested bidders are encouraged to visit the WCI, Inc. website for more information and potential updates to the RFP, and to subscribe to the electronic mailing list. July 24, 2012
2 This Page Intentionally Blank
3 REQUEST FOR PROPOSALS Notice to Prospective Proposers RFP No July 24, 2012 You are invited to review and respond to this Request for Proposals (RFP) No , entitled, Help Desk Services for the Compliance Instrument Tracking System Service (CITSS). In submitting your proposal, you must comply with the instructions found herein. This RFP is available on the WCI, Inc. webpage at The deadline for receipt of proposals is August 28, 2012, before 3:00 p.m. Pacific Time. All late proposals will be rejected. To be on time, proposals must meet the following two conditions: (1) proposals must be submitted electronically at by the deadline above; and (2) proposal envelopes with the required contents must be postmarked on or before the due date above and delivered to WCI, Inc., P.O. box 1796, Sacramento, CA You are advised that you are responsible for ensuring that your proposal is received by the date and time required. Any proposal received after the deadline date and time will be returned unopened. In the opinion of WCI, Inc., this RFP is complete and without need of explanation. However, if you have questions, notice any discrepancies or inconsistencies, or need any clarifying information, the contact person for this RFP is listed below. All questions must be submitted in accordance with the RFP instructions contained herein and sent via directly to the below listed contact person. Contact: Lydia Dobrovolny Phone: (206) We appreciate your interest in this project and hope to receive a proposal from you if this is within your area of expertise.
4 This Page Intentionally Blank
5 Request for Proposals Help Desk Services for the Compliance Instrument Tracking System Service (CITSS) I. PURPOSE / OVERVIEW... 1 II. SCOPE OF WORK... 3 A. Project Requirements... 3 B. Definition of In-Scope and Other Inquiries... 8 C. Project Tasks III. PROPOSAL GENERAL REQUIREMENTS AND INFORMATION A. Key Dates B. Proposal General Requirements C. Submission of Proposals D. Modification and/or Withdrawal of Proposals E. Proposer s Responsibilities F. Signature G. Disposition of Proposals IV. PROPOSAL TECHNICAL AND COST REQUIREMENTS A. Project Management Plan B. Approach to Satisfying Project Requirements C. Work Plan and Schedule D. Cost Proposal E. Organization and Personnel Qualifications F. References G. Exceptions to the WCI, Inc. Standard Contract Form V. EVALUATION A. Administrative Evaluation B. Technical Evaluation C. Cost Evaluation VI. ATTACHMENTS ATTACHMENT A: REQUIRED ATTACHMENT CHECKLIST ATTACHMENT B: PROPOSER REFERENCES FORM ATTACHMENT C: COST TABLES... 42
6 This Page Intentionally Blank
7 Page 1 of 43 1 REQUEST FOR PROPOSALS HELP DESK SERVICES FOR THE COMPLIANCE INS TR UME NT TRACKING SYSTEM SER VICE (CITS S ) I. PURPOSE / OVERVIEW Western Climate Initiative, Incorporated (WCI, Inc.) is seeking contractor services to provide help desk services for the Compliance Instrument Tracking System Service (CITSS). The Board of Directors for WCI, Inc. includes officials from the provinces of British Columbia and Quebec, and the State of California (hereafter referred to as Participating Jurisdictions). The CITSS is a web-based system of medium size and complexity. Initially, the CITSS will support programs in California and Quebec, requiring an estimated 900 accounts with 4,000 users during its first year of operation. Within three years, the number of participating jurisdictions may increase, possibly resulting in an estimated 30 percent growth in users. The primary function of the CITSS is to register cap-and-trade program participants and to track their holding, transfer, and surrender of compliance instruments. The Participating Jurisdictions have designed the CITSS to incorporate rules, policies, and practices necessary to comply with the jurisdictions program requirements. More information is available at the following websites: https://www.wci-citss.org/ ystem.htm Committee-Documents/Draft-Business-Requirements-for-a-Compliance- Instrument-Tracking-System/ The purpose of the help desk services is: to field inquiries from CITSS users in a courteous and professional manner; for inquiries that fall within the scope of these services, to resolve user questions or problems by providing timely and accurate information; for inquiries that fall outside the scope of these services, to refer the inquiries to individuals designated by WCI, Inc.; and
8 to track and report on help desk activities and performance metrics. WCI, Inc. Page 2 of 43 The help desk shall field inquiries via and telephone. Proposers may recommend and justify additional or alternative forms of availability. The Contractor shall develop and maintain manuals, procedures, and/or other materials as needed to ensure high quality customer service. Security is an integral part of every aspect of CITSS operation. Because help desk personnel will have access to CITSS data, the Work must be performed in a secure environment. Additionally, personnel must meet minimum security requirements described below. The start of the Contract is October 1, 2012, with help desk services operational as of November 1, The duration of this contract is three (3) years, with the potential for two (2) two-year extensions. The contract extensions, which are at the sole option of WCI, Inc., may include changes in requirements, services, or pricing that are mutually agreed to by WCI, Inc. and the Contractor. For the purposes of this RFP, Proposer and Bidder refer to parties that submit a proposal in response to this RFP. The term Contractor refers to the party that is ultimately selected and contracted to provide the services described in this RFP. The term Work refers to the activities conducted by the Contractor to fulfill its duties and obligations in connection with the contract.
9 Page 3 of 43 II. SCOPE OF WORK This Scope of Work includes three sections: A. Project Requirements; B. Definition of In-Scope and Other Inquiries; and C. Tasks. A. Project Requirements 1. Project Manager a. The Contractor shall designate a Project Manager to manage the Contractor s delivery of Help Desk services to WCI, Inc., and to ensure to the greatest degree possible that the agreed upon levels of service are met. The Project Manager is considered Key Personnel. b. The Project Manager shall be the primary point of contact between the Contractor and WCI, Inc. c. The Project Manager or acting alternate must be available to provide support to WCI, Inc. during normal business hours (7:00 a.m. to 4:00 p.m., Pacific Time, Monday through Friday, excluding holidays that are recognized by both the U.S. and Canada.). At the discretion of WCI, Inc., normal business hours may be adjusted as needed to better serve the needs of the Participating Jurisdictions programs. The Project Manager or acting alternate shall also be available as needed during events that may result in significant unscheduled disruption of the CITSS Help Desk operations. 2. Help Desk Availability a. The Contractor shall provide live Help Desk services twelve (12) hours per day, Monday-Friday, excluding holidays that are recognized by both the U.S. and Canada. The hours of operation will be 6:00 a.m. to 6:00 p.m. Pacific Time. These hours of operation may be adjusted based on Help Desk demand from users and other operational considerations, by mutual agreement between the Contractor and WCI, Inc. b. The Contractor must at a minimum provide live telephone support, the ability to accept and respond to inquiries via , and the ability to use, where CITSS users are willing and able, secure screen sharing software to observe and diagnose issues as they appear to the CITSS user. In addition, the Proposer may propose other avenues for Help Desk support. 3. Language The Contractor shall provide Help Desk services in English and French, including live telephone support, correspondence, and all written materials, including internal procedures and manuals. a. For users requesting service in English, support shall be provided by personnel fluent in General English (also known as Standard American English).
10 b. For users requesting service in French, support shall be provided by personnel fluent in International French. 4. Security WCI, Inc. Page 4 of 43 Security is an integral part of the Work. The Contractor must demonstrate the ability to achieve and maintain the security necessary to maintain the confidentiality of all CITSS account credentials, CITSS data, and CITSS user information. Necessary security includes, but is not limited to: a. The Contractor must provide physical controls to prevent unauthorized access to the equipment used to access the CITSS. Prior to accessing the CITSS, the Contractor shall implement procedures to protect Contractor s personnel s CITSS account credentials from unauthorized disclosure (e.g., user IDs and passwords). Prior to accessing the CITSS, the Contractor shall implement procedures to prevent unauthorized disclosure of any data in the CITSS that is accessed as part of its performance of the Work. b. The Contractor must certify to WCI, Inc. that all personnel that will have CITSS access as part of performing the Work have been properly identified and evaluated for security purposes, including meeting the regulatory requirements for access to CITSS. The Contractor shall maintain documentation for each assigned personnel with CITSS access, which will be made available to WCI, Inc. upon request, including: (i) True copy of valid and current personal identification documentation, including government-issued photo identification with an expiration date, such as a driver s license or passport. (ii) Address of primary residence, which must be in the United States or Canada. (iii) For Contractor personnel residing in the United States, confirmation from a U.S. financial institution (such as a federal or state licensed or chartered bank, savings and loan association or credit union) that the person has an open account. (iv) For contractor personnel residing in the United States, an attestation that the individual has no criminal conviction during the previous five years constituting a felony in the United States. (v) For Contractor personnel residing in Canada, confirmation from a financial institution located in Canada that the person has an account with the institution and that an identity check was carried out when the account was opened. (vi) For contractor personnel residing in Canada, an attestation that the individual has no criminal conviction during the previous five years for fraud or any other criminal offence identified in the Quebec cap-andtrade program regulations.
11 Page 5 of 43 The Contractor shall maintain documentation, which will be made available to WCI, Inc. upon request, of the due diligence performed to verify the validity of the personnel documentation, which may include background checks and reviews of credit reports. c. In the performance of the Work, the Contractor must use telephone, , data storage, and other necessary systems that prevent unauthorized access to CITSS account credentials, CITSS data, and CITSS user information. 5. Accommodations Help Desk services must incorporate reasonable accommodations for disabled accessibility to Help Desk services. 6. Performance Metrics and Goals The Contractor shall maintain the capability to document all Help Desk services in a Help Desk management and tracking system that enables the Help Desk s services to be assessed using the following defined metrics. The bidder may propose additional metrics to track performance or performance goals which exceed the performance goals stated below. Telephone Performance. It is the objective for the Contractor to answer telephone inquiries promptly, without requiring callers to wait on hold, and to minimize any necessary hold times. The Contractor shall record and provide documentation and reporting on: the wait times for calls to be answered by a Help Desk agent, measured by the mean, median, and maximum wait times; the number and portion of callers that were required to wait on hold; the number and portion of callers that hung up while waiting or on hold (abandoned calls); and the duration of time on hold, measured by the mean, median, and maximum hold times. In-Scope Inquiries. In-scope inquiries shall be categorized into two types: Routine and Non-Routine (in-scope inquiries are defined in Section B below). Routine in-scope inquiries are those that can be resolved during the initial contact with the user. Most typically, a Routine in-scope inquiry will be resolved during the first telephone call from the user, often within 20 minutes. If the inquiry is received by , to be considered Routine, the inquiry must be resolved in a single reply telephone call or reply to the user. Non-Routine in-scope inquiries are those that cannot be resolved in a Routine manner, and generally require two or more contacts with the user. Non-Routine in-scope inquiries shall be categorized as at least two types: 1. Critical: Critical inquiries are those for which a lack of a resolution is considered by the user to significantly impair the ability of the user to conduct its business operations or causes a work stoppage by the user.
12 Page 6 of Non-Critical: Non-Critical inquiries are those for which a lack of a resolution is considered by the user to be a minor inconvenience. It is the objective for the Contractor to resolve Critical Non-Routine in-scope inquiries within two (2) business hours of receipt of the initial user telephone call or . If the Critical inquiry cannot be resolved in two business hours, the Contractor shall contact the user with an update on the status of the inquiry within two business hours. If the Critical inquiry cannot be resolved in four (4) business hours, the Contractor shall contact the user again with an update on the status of the inquiry, and the Contractor shall elevate the issue to obtain input from personnel designated by WCI, Inc. It is the objective for the Contractor to resolve Non-Critical Non-Routine inscope inquiries within eight (8) business hours of receipt of the initial user telephone call or . If the Non-Critical inquiry cannot be resolved in eight business hours, the Contractor shall contact the user with an update on the status of the inquiry within eight business hours. If the Non-Critical inquiry cannot be resolved in twelve (12) business hours, the Contractor shall contact the user again with an update on the status of the inquiry, and the Contractor shall elevate the issue to obtain input from personnel designated by WCI, Inc. For inquiries elevated to obtain input from personnel designated by WCI, Inc., the Contractor shall track the receipt of input and follow through to resolution with the user. The Contractor shall record the actions taken to resolve the user s inquiry, including input received from personnel designated by WCI, Inc. Other Inquiries. It is the objective for the Contractor to refer other inquiries to personnel designated by WCI, Inc. in a timely manner (other inquiries are defined in Section B below). Prior to referring the other inquiries, the Contractor shall record the inquiry in the Help Desk management and tracking system and categorize the inquiries as Critical or Non-Critical using the same definitions used for in-scope inquiries. Other inquiries that are categorized as Critical shall be referred immediately to the designated personnel. The Contractor shall confirm that the referral was received by the designated personnel. Other inquiries that are categorized as Non-Critical shall be referred at least twice per day, and may be referred in batches. The Contractor shall confirm that the referral was received by the designated personnel. The personnel designated by WCI, Inc. shall report to the Contractor the time and date at which the referred inquiry was resolved. The Contractor shall record the time and date. CITSS User Satisfaction. It is the objective for the Contractor to provide Help Desk services with high levels of CITSS user satisfaction. The Contractor shall maintain and implement the capability to obtain objective input from the users of the Help Desk services regarding their satisfaction with the service.
13 Page 7 of 43 Documentation. The Contractor shall make available to WCI, Inc., as requested, documentation of user satisfaction and other performance metrics identified above. Table 1 summarizes the performance metrics to be reported and, for a subset of these metrics, the performance goals for the Contractor to achieve. If the Contractor fails to meet the goals, the Contractor may be requested to submit a remediation plan that would, if implemented, improve performance. The performance goals may be adjusted by mutual agreement between the contractor and WCI, Inc. At a minimum, the Help Desk management and tracking system must be capable of maintaining a detailed record of Help Desk activities. The system must enable the Help Desk staff to record in real time the Help Desk activities being performed and to report in real time the status of inquiries, including: the identity of the CITSS user; the identity of the Help Desk staff providing the support and entering the Help Desk-related data; the category of the user s inquiry; a summary of the user s inquiry; the steps taken to resolve the user s inquiry, including research and subsequent contact with the user; dates and times of activities; the elapsed time since the initial and most recent correspondence relating to a given inquiry; the elapsed time required to resolve an inquiry; the status of each inquiry; and details for referrals to personnel designated by WCI, Inc. As requested, the Contractor shall make available to WCI, Inc. documentation of these activities. Table 1: Performance Metrics and Goals Performance Area Telephone Wait time Hold time Calls placed on hold Calls abandoned while waiting or on hold Routine In-Scope Inquiries Inquiries by phone Inquiries by Performance Metric (documented) Performance Goal (where applicable) Mean, Median, Maximum Portion under 30 seconds At least 80% Mean, Median, Maximum Portion under 2 minutes At least 80% Number Portion Less than 10% Number Portion Less than 2% Number Mean call time Portion resolved < 20 minutes At least 80% Number Mean response time Portion resolved with first At least 80% (non-clarifying) reply
14 Page 8 of 43 Performance Area Performance Metric (documented) Performance Goal (where applicable) Non-Routine In-Scope Inquiries: Critical Inquiries by phone/ Non-Routine In-Scope Inquiries: Non-Critical Inquiries by phone/ Other Inquiries: Critical Inquiries by phone/ Other Inquiries: Critical Inquiries by phone/ User Satisfaction Number Mean resolution time Median resolution time Portion resolved < 2 hours At least 75% Portion resolved < 4 hours At least 90% Portion elevated Number unresolved Number awaiting input from elevation Number Mean resolution time Median resolution time Portion resolved < 8 hours At least 75% Portion resolved < 12 hours At least 90% Portion elevated Number unresolved Number awaiting input from elevation Number Mean resolution time Median resolution time Number unresolved Number Mean resolution time Median resolution time Number unresolved Measures of user satisfaction Note: hours are designated as business hours, and elevated means elevated to non-contractor personnel designated by WCI, Inc. B. Definition of In-Scope and Other Inquiries Prospective and current users of the CITSS will contact the Help Desk for assistance in resolving problems or questions regarding their use of the CITSS. For purposes of the Work, such inquiries are divided into two types:
15 Page 9 of In-scope inquiries are those inquiries that the Contractor shall be capable of resolving for the user in an accurate and timely manner. 2. Other inquiries are those inquiries that the Contractor shall refer to personnel designated by WCI, Inc. The in-scope inquiries relate primarily to questions regarding how to use the features in the CITSS, and how to submit hard copy materials to the operating capand-trade programs (currently California and Quebec). Other inquiries may relate to the rationale for the program requirements, interpretation of the program requirements, and the status of approvals by the programs. Reports of problems with existing CITSS functionality, and requests for new CITSS functionality are also defined as other inquiries for this Work. Table 2 shows examples of in-scope and other inquiries for several categories of inquiries. The categories and the questions shown in the table are provided as examples to indicate the types of inquiries that are in-scope for this Work. A broader set of inquiries is likely to be encountered during operation of the Help Desk. The definition of how to parse the inquiries between in-scope and other will evolve during the performance of the Work. All inquiries, both in-scope and other, shall be logged and summarized for inclusion in reports of Help Desk activities. CITSS registration and account application was initiated in July Consequently, by the time Help Desk services are provided by the Contractor, most if not all covered entities in the California and Quebec programs will likely have been registered into the CITSS and have established compliance instrument accounts. Individuals and entities that choose to voluntarily participate in the program may also have registered and established accounts. Nevertheless, because registration, account application, and account management is anticipated to be performed throughout the program, inquiries to the Help Desk on these topics are expected to continue. The ability to transfer compliance instruments in the CITSS will become available in the fall of However, the use of the transfer functionality will become active in November 2012 when compliance instruments are placed in user accounts for the first time. Additionally, the first allowance auction is scheduled for November Consequently, inquiries regarding account holdings and instrument transfers may be expected to be intensive starting in November The first deadline to submit instruments for compliance is November 2014 (for the California program). Consequently, inquiries regarding compliance requirements may not arise until later in the performance of the Work.
16 Page 10 of 43 Table 2: Examples of In-Scope Inquiries and Other Inquiries Category (Examples) In-Scope Inquiries (Examples) Other Inquiries (Examples) User Registration User Profile Management Account Registration How do I as an individual register in CITSS? What forms do I fill out to register? Where do I send the forms I have filled out? What happens after I send in the forms? How will I be notified that my registration has been accepted? How do I change information in my user profile? What happens after I submit my new information? How will I be notified that my updated information has been accepted? How do I get a new user ID or password? I am a registered CITSS user, what do I need to do to open an account? How do I create a new entity? How do I associate myself with an existing entity? What forms need to be completed to apply for an account? How do I establish an account as an individual? Where do I send the forms I have filled out? What happens after I send in the forms? How will I be notified that the account application has been accepted? Why are these forms of ID required? Why must the information be notarized? Where can I find a notary? Why has approval of my registration been delayed or denied? How do I appeal the denial of my registration? Can you get CITSS to register multiple people for my company at the same time? Why has my updated information not been approved? When will my updated information be approved? Why is approval required for updated information? Why is this information required to open an account? How do I get a signed letter from my company? Why has my account application been delayed or denied?
17 Category (Examples) In-Scope Inquiries (Examples) Other Inquiries (Examples) Account Profile Management Corporate Association Management Account Holdings Instrument Transfers How do I change information in my account profile? What happens after I submit the new information? How will I be notified that my updated information has been accepted? How do I see information for consolidated accounts? How do I submit information on my corporate associations? What forms do I use to use to submit information? How do I correct corporate association information that has already been submitted but not yet approved? How do I correct corporate association information that has already been approved? How do I view a summary of my account holdings? How do I sort or filter the view of my account holdings? How do I transfer instruments from my holding account to a compliance account? How do I initiate a transfer to another entity s account? How do I accept a transfer from another entity s account? Will I receive a notification that the transfer was completed successfully? How do I view a record of past transfers to/from my account? How can I check on the status of a transfer I am expecting? How can I check on the status of a transfer I initiated? WCI, Inc. Page 11 of 43 Why has my updated information not been approved? When will my updated information be approved? Why is approval required for updated information? Why must corporate association information be provided? Can less detailed or alternative information be provided? How do I find corporate association information for my company? What if my company declines to provide corporate association information? CITSS does not show holdings that my records show I should have. What do I do? Why can t I see holdings in other accounts? Why must two separate representatives propose and approve a transfer from my account? I was not expecting a transfer into my account must I accept it? Am I in violation if I don t? Would it be a violation for me to delay the transfer from my account to another account? Why has my transfer been denied? Why was my transfer request terminated?
18 Category (Examples) In-Scope Inquiries (Examples) Other Inquiries (Examples) Compliance Retirement Auction s How do I transfer instruments into my compliance account? How do I view the holdings in my compliance account? How do I submit instruments for retirement? How do I confirm that my instruments have been retired? Where in CITSS do I indicate my intention to participate in the auction? If I have a CITSS account, am I automatically registered for the auction? Where in CITSS will the allowances I purchased at auction be placed? Why did I receive this CITSS , and what does it mean? What do I need to do in response to this ? WCI, Inc. Page 12 of 43 Am I in compliance with the program s requirements? Why can t I transfer allowances out of my compliance account? Why does the program allow retirement that is not required for compliance? All inquiries regarding the auction process are considered other inquiries. Can CITSS stop sending me ? Why do my CITSS s go to my spam folder? Public Inquiries How do I generate public reports from CITSS? How many offset credits have been issued by the program, and where do I find information on them? Why don t the public reports include more information? Why can t I see the holdings of a specific entity? How does cap-and-trade work? What are the prices of the instruments being traded? System Access Why do I get an Internet Explorer error message when I try to access CITSS? What should I do? Why does my CITSS session end? Why does CITSS seem slow today? Can CITSS be made to run faster?
19 Page 13 of 43 C. Project Tasks The Contractor shall perform the following six tasks. Task 1: Preparation The purpose of Task 1 is to prepare the materials, systems, procedures, and personnel for the Contractor to initiate Help Desk services. This task shall be completed by October 31, 2012, so that Task 2 can begin on November 1, The Contractor s Task 1 activities shall include: 1. Designation of Contractor staff that will provide Help Desk services. 2. Registration of designated Contractor staff as CITSS users. 3. Preparation of Help Desk scripts, solutions, and related materials. 4. Set up and demonstration of Help Desk management and tracking system, including: automated phone menu system (if proposed); knowledge base (if proposed); data entry procedures; routine reports; and custom reports. 5. Preparation of a Help Desk Procedures Manual that describes the manner in which the activities of Help Desk staff shall be performed, including (but not limited to): greeting callers; verifying the caller s identity; understanding users questions and problems; providing accurate information to resolve users in-scope questions and problems, including researching solutions; referring other inquiries to appropriate personnel identified by WCI, Inc.; ending calls; returning calls; responding to inquiries; and logging and summarizing inquiries in the Help Desk management and tracking system. 6. Training of the designated Contractor staff on the CITSS and all relevant Help Desk procedures and materials. 7. Demonstrating the readiness of Contractor staff to provide Help Desk services through testing, role playing, or other methods. 8. Set up and demonstration of capability to obtain objective input from Help Desk users regarding their satisfaction with the service. Materials available to the Contractor will include: CITSS User Guide prepared by WCI, Inc. and one or more Participating jurisdiction; and extracts from one or more Participating Jurisdiction Help Desk Manuals used during the initial CITSS registration process. Bidders may propose and justify additional activities that may improve the Contractor s ability to deliver high quality and timely Help Desk services. Bidders must specify in their proposals all materials that the Bidder anticipates will be
20 Page 14 of 43 provided by WCI, Inc. or Participating Jurisdictions to the Contractor as part of this task. Task 1 Deliverables. The following deliverables shall be provided under Task 1. a) Draft Help Desk scripts, solutions, and related materials for review and comment by WCI, Inc. Revised Help Desk scripts, solutions, and related materials that incorporate WCI, Inc. comments. b) Demonstration of the Help Desk management and tracking system to WCI, Inc. and Participating Jurisdictions in person and/or via webinar. c) Draft routine and custom reports from the Help Desk management and tracking system for review and comment by WCI, Inc. Revised routine and custom reports from the Help Desk management and tracking system that incorporate WCI, Inc. comments. d) Draft Help Desk Procedures Manual for review and comment by WCI, Inc. Revised Help Desk Procedures Manual that incorporates WCI, Inc. comments. e) Presentation for approval by WCI, Inc. of the testing, role playing, or other methods that will be used to demonstrate the readiness of Contractor staff to provide Help Desk services. Revised methods if needed based on WCI, Inc. comments. f) Demonstration for review and comment by WCI, Inc. of the capability to obtain objective input from Help Desk users regarding their satisfaction with the service. Revised capability that incorporates WCI, Inc. comments. g) List of Contractor staff providing Help Desk services. Contractor shall provide five business days for WCI, Inc. review and comment. Task 2: Start Up with Intensive Oversight The purpose of Task 2 is to initiate Help Desk services with intensive oversight from WCI, Inc. and designated staff from Participating Jurisdictions. The purpose of the intensive oversight is to enable service issues to be identified rapidly, and for solutions to be developed and implemented rapidly so that consistent high quality service can be attained as quickly as possible. Task 2 shall start following successful completion of Task 1 and no later than November 1, During Task 2 the Contractor staff shall provide Help Desk services, including the full scope of activities needed to field inquiries, resolve users questions and problems, refer other inquiries to staff designated by WCI, Inc., and log and summarize all activities. The intensive oversight shall include:
CONTRACT Help Desk Services for the Compliance Instrument Tracking System Service (CITSS) October 1, 2012 Page 1 of 46 STANDARD AGREEMENT ( Agreement ) AGREEMENT NUMBER 2012-02 1. This Agreement is entered
Response to Help Desk RFP Bidder Questions On July 24, 2012, the Western Climate Initiative, Incorporated (WCI, Inc.) released a request for proposals (RFP) for Help Desk services for the Compliance Instrument
CITY OF LANCASTER RFP NO. 621-15 LANCASTER PERFORMING ARTS CENTER TICKETING SOFTWARE SUBMISSION DEADLINE July 24, 2015 BY 11:00 A.M. SUBMIT TO: Office of the City Clerk Lancaster City Hall 44933 Fern Avenue
REQUEST FOR PROPOSAL RFP ISSUE DATE: September 26 th, 2001 TITLE: RFP NUMBER: San José State University Website Redesign F-WR00001181-AL PURCHASING OFFICE CONTACT: DEPARTMENT OFFICIAL: Alex Lebedeff, Mary
HACC Central Pennsylvania s Community College Harrisburg, PA Request for Proposal RFP14-04 For Website Content Development HACC Issued: Feb. 24, 2014 Deadline for Questions: Response to Questions: PROPOSAL
Request for Proposal Permitting Software Date Issued: October 7, 2015 Proposals Due no later than: 2:00pm EST on November 10, 2015 Page 1 of 10 Revised 10/5/2015 TABLE OF CONTENTS Section I Introduction
CITY OF LEMOORE REQUEST FOR PROPOSALS FOR CREDIT CARD PROCESSING SERVICE City of Lemoore Finance Department 119 Fox St Lemoore, CA 93245 Notice is hereby given that the City of Lemoore is soliciting proposals
TOWN OF WARREN, RI REQUEST FOR PROPOSAL FOR PAYROLL SERVICES DUE DATE: June 30, 2010 1.0 GENERAL INFORMATION A. Definitions: The following words as used in this document shall have the meanings ascribed
City of Vallejo REQUEST FOR PROPOSAL WORKERS COMPENSATION CLAIMS AUDIT Date original issued: September 28, 2015 Qualifications Statements due: The City of Vallejo will consider Proposals submitted in response
REQUEST FOR PROPOSAL OF EMERGENCY MEDICAL TRANSPORTATION BILLING SERVICES Union County Emergency Medical Services 1 DEFINITIONS For the purposes of this Request for Proposal, "Proposer" shall mean contractors,
March 27, 2009 California State Teachers Retirement System Vikki Eszlinger, Contract Services 7667 Folsom Boulevard, MS #30 Sacramento, CA 95826-2614 (916) 229-4111 FAX (916) 229-3881 email@example.com
REQUEST FOR PROPOSALS (RFP) 15378A FOR DENVER WATER S Information Technology Third Party Patch Management Software Issue Date: March 4, 2014 Proposal Due Date: Tuesday, March 18, 2014 by 11:00 AM Mountain
Invitation to Bid and Instructions to Bidders (This is Phase I of the project please note on any Bid that it Applies to Phase I only) May 1, 2015 For PROJECT : Renovation and Repair of Atlanta Jewish Academy
Bid #38-14 VOIP Municipal Lease OSWEGO COUNTY PURCHASING DEPARTMENT County Office Building 46 East Bridge Street Oswego, NY 13126 Phone (315) 349-8307 Fax (315) 349-8308 Email: firstname.lastname@example.org
GALVESTON COUNTY HEALTH DISTRICT Request For Proposal Health Insurance Broker Services RFP 15-011 INTRODUCTION The Galveston County Health District (GCHD) is requesting Proposals for health insurance broker
Robla School District e-rate Y14 2011-2012 RFP 2011-02 CELLULAR PHONE SERVICE WITH WIRELESS INTERNET ACCESS November 3, 2010 Robla School District 5248 Rose St. Sacramento, CA 95838 SUMMARY The Robla School
REQUEST FOR PROPOSAL: A NEW AUDITING SOLUTION FOR WINDOWS FILE AND DATABASE SERVERS Issued: TABLE OF CONTENTS 1. Introduction...3 1.1 Purpose...3 1.2 Background...3 1.3 Scope of Work...3 1.4 Current Infrastructure...3
REQUEST FOR PROPOSAL Park Hill School District 7703 NW Barry Road Kansas City, MO 64153 ------------------------------------------------------------------- Independent Financial Advisor District Bond Issues
Justification for a Contract Amendment to Contract 2012-01: Interim Hosting and Jurisdiction Functionality for the Compliance Instrument Tracking System Service (CITSS) December 21, 2012 Introduction WCI,
N.I.C.E. COMMUNITY SCHOOL DISTRICT PRELIMINARY ARCHITECTURAL SERVICES REQUEST FOR PROPOSALS ("RFP") January 7, 2016 N.I.C.E. Community School District A. Instructions REQUEST FOR PROPOSAL FOR PRELIMINARY
LITTLE ROCK ADVERTISING & PROMOTION COMMISSION Physical Address: 426 West Markham Street Little Rock, Arkansas 72201 Mailing Address: P.O. Box 3232 Little Rock, Arkansas 72203 REQUEST FOR QUALIFICATIONS
Seattle Public Schools Contracting Services 2445 Third Avenue South Seattle, WA 98134 Telephone: (206) 252-0566 Fax: (206) 743-3018 email@example.com REQUEST FOR PROPOSAL NO. RFP09503
HACC Central Pennsylvania s Community College Harrisburg, PA Request for Proposal RFP13-08 For Integrated Marketing Communications Services Issued: Feb. 22, 2013 Deadline for Questions: Response to Questions:
REQUEST FOR PROPOSAL INSURANCE AGENT SERVICES FOR PROPERTY AND CASUALTY INSURANCE MARCH 2013 WEST TEXAS OPPORTUNITIES, INC. 603 NORTH 4 TH STREET PO BOX 1308 LAMESA, TEXAS 79331 Table of Contents I. INVITATION...
Audio-Visual & Multimedia Producer(s) Website and Mobile App Developer(s) Request for Qualifications No. FPCC-RFQ-001 Issue date: July 4, 2013 Closing location: MAIL ONLY: COURIER/BY HAND: First Peoples'
ROCKDALE COUNTY, GEORGIA April 4, 2011 WINDOWS 2008/EXCHANGE 2010 UPGRADE REQUEST FOR BID #11-15 ROCKDALE COUNTY FINANCE DEPARTMENT PROCUREMENT OFFICE 958 MILSTEAD AVENUE CONYERS, GA 30012 770-278-7552
Judicial Council of California Finance Division 455 Golden Gate Avenue San Francisco, CA 94102-3660 Telephone 415 865 7960 Fax 415 865 4325 TDD 415 865 4272 RONALD M. GEORGE Chief Justice of California
Request for Proposal Business & Financial Services Department CONTRACT 5118 P Enterprise Project Management Solution Design and Implementation 1. Introduction 1.1 The City of Richmond (the City ) proposes
COLONIAL HEIGHTS PUBLIC SCHOOLS REQUEST FOR PROPOSAL (RFP) FOR MEDICAL AND MEDI-GAP INSURANCE RFP# HR-13-01 FEBRUARY 19, 2013 Page 1 of 9 REQUEST FOR PROPOSAL (RFP) Issue Date: Tuesday, February 19, 2013
NOLENSVILLE POLICE DEPARTMENT REQUEST FOR PROPOSAL AND BID RECORDS MANAGEMENT SYSTEM SOFTWARE THIS PROJECT IS FUNDED UNDER AN AGREEMENT WITH THE STATE OF TENNESSEE Proposal Due Date/Time October 31, 2014
Background City and County of San Francisco Office of the Controller CITY SERVICES AUDITOR REQUEST FOR QUALIFICATIONS FOR IT AUDIT SERVICES RFQ#CON2014-20 CONTACT: Joyce Kimotsuki, Joyce.Kimotsuki@sfgov.org,
Request for Proposal and Qualifications for Audit and Tax Preparation Services October 2015 I. INTRODUCTION General Information Alaska Conservation Foundation, hereafter known as ACF, is requesting proposals
REQUEST FOR PROPOSAL Ambulance Billing Services City of Calais (the City ) is requesting proposals from qualified Vendors ( Vendor ) to provide ambulance billing collection, financial reporting, and analytical
Request for Proposal # 2015-011 Executive Recruitment Services for Union County Government Due Date: October 14, 2014 Time: 3:00pm Receipt Location: Government Center, 500 N. Main Street, 7 th Floor, Room
1 REQUEST FOR EXPRESSIONS OF INTEREST AND STATEMENTS OF QUALIFICATIONS Title: TEMPORARY FLOW MONITORING SERVICES Project No.: 4712-2010 FOR MINOR WORKS PROJECTS RFEOI/SOQ for Project # 4712-2010 Page 1
CITY OF CHILLICOTHE REQUEST FOR PROPOSALS The City of Chillicothe is accepting sealed proposals for a Financial and Payroll software system for the Chillicothe Auditor s office. Proposal Must Be Sealed,
S PRINGFIELD UTILITY BOARD Electric Service Center Request for Proposal Posted: March 4, 2015 After Hours Answering Service RFP No. 06.15 Proposals Due: March 12, 2015 @ 2:00 pm Technical Questions RFP
REQUEST FOR PROPOSAL R-163-A-09 Proposals for VOICE OVER INTERNET PROTOCOL (VOIP) AND LOCAL TELEPHONE SERVICE will be received by the Billings Elementary School District #2 and the Billings High School
REQUEST FOR PROPOSALS CONSULTING SERVICES FOR THE PROCUREMENT OF AN ELECTRONIC DOCUMENT MANAGEMENT SYSTEM CITY OF HIGHLAND PARK PLEASE COMPLETE ATTACHMENT 1 RFP ACKNOWLEDGEMENT FORM AND RETURN TO THE CITY
RFP15-03 Integrated Marketing Communications Services HACC, Central Pennsylvania s Community College Harrisburg, Pa. Request for Proposal RFP15 03 For Integrated Marketing Communications Services Issued:
RFPFORPAYMENTPROCESSING SOLUTION IssueDate: June22,2011 DueDate: July22,2011@4:00p.m. Public Utility District No.1 of Cowlitz County Washington (Cowlitz PUD) REQUEST FOR PROPOSALS Payment Processing Solution
COWLITZ-WAHKIAKUM COUNCIL OF GOVERNMENTS REQUEST FOR PROPOSALS Disaster Resiliency Program Cowlitz-Lewis Economic Development District (CLEDD) INVITATION Cowlitz-Wahkiakum Council of Governments, hereby
REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES Appointment to the New Jersey Building Authority Capital Budget Modeling and Advisory Services State Fiscal Years 2016, 2017 and 2018 Issued by the
City of Sonora Request for Proposals City of Sonora Microenterprise Technical Assistance Program Lead Technical Assistance Consultant City of Sonora Community Development Department 94 N. Washington Street
REQUEST FOR PROPOSAL WESTERN MICHIGAN UNIVERSITY MARKETING RESEARCH Proposal Due Date: August 6, 2014 Table of Contents Section Topic Page 1.0 Bidding Requirements 3 2.0 Proposal Invitation 6 3.0 Background
REQUEST FOR PROPOSAL FOR DATA CENTRE FACILITIES MANAGEMENT SERVICES XYZ DATA CENTRE Kotakinabalu Bid closing date December 21, 2013 Failure to meet the following requirements will invalidate your bid submission
REQUEST FOR PROPOSALS For FINANCIAL ADVISORY SERVICES Request for Proposals Issued: July 30, 2012 Deadline for Submittal of Proposals: August 17, 2012 Request for Proposals for Financial Advisory Services
The Corporation of the City of Elliot Lake 45 Hillside Drive North, Elliot Lake, Ontario P5A 1X5 Request for Proposal Credit (Purchasing) Card Services Program Date of Issue July 4, 2014 Proposal Submission
Request for Qualifications (RFQ) Insurance Broker/Consultation Services City of Shenandoah Employee Benefits Plan I. GENERAL INFORMATION/PUBLISHING The City of Shenandoah, Texas (CITY) is accepting Qualification
Request for Proposal for Identity Theft Protection Services RFP No. 1521 Sealed Proposals will be received until April 2, 2015 at 3pm PROPOSALS ARE TO BE DELIVERED OR MAILED TO: Jessica Chavira TEXAS STATE
REQUEST FOR PROPOSALS BOND COUNSEL SERVICES FOR AFFORDABLE HOUSING RFP # 16-018 20 Civic Center Plaza Santa Ana, CA 92701 Judson Brown Housing Division Manager (714) 667-2241 Office JBrown@santa-ana.org
Request for Proposal Broker and Claims Management Services For Redlands Christian Migrant Association, Inc. Workers Compensation Insurance Program April 8, 2015 2 Page 1 Redlands Christian Migrant Association,
APPALCART REQUEST FOR PROPOSAL COMPUTER, NETWORK, AND SERVER CONSULTING INTRODUCTION AppalCART (the Authority) is issuing this Request for Proposal (RFP) to solicit contractor proposals to provide oversight
Request for Proposals IT INFRASTRUCTURE MODERNIZATION Deadline to Submit Questions for Response: March 25, 2015 by 4:00 pm Deadline for Proposal Submissions: March 27, 2015 by 4:00 pm REQUEST FOR PROPOSALS
FY15-804-64 MANCHESTER WATER WORKS REQUEST FOR PROPOSALS FOR WATER ASSET MANAGEMENT SOFTWARE AND SERVICES RFP #FY15-804-64 FY15-804-64 Invitation to Propose 2 Part 1 - Instructions to Proposers 1.1. Receipt
PRINCE EDWARD COUNTY REQUEST FOR PROPOSAL (RFP) FOR MEDICAL AND MEDI-GAP INSURANCE RFP# HR 13-05 March 7 th, 2013 Page 1 of 8 Issue Date: March 7, 2013 REQUEST FOR PROPOSAL (RFP) RFP# HR-13-05 Title: Medical
Mark A. Cowart Chief Information Officer DEPARTMENT OF ADMINISTRATIVE SERVICES PURCHASING 2222 M Street Merced, CA 95340 (209) 385-7331 (209) 725-3535 Fax www.co.merced.ca.us Equal Opportunity Employer
Nnmnnnnnnnnnnnnnnnnnn Request for Proposal Business & Financial Services Department Contract 4656P Consulting Services - Network Engineering 1. Introduction The City of Richmond (the City ) proposes to
STATE OF GEORGIA Georgia Southern University REQUEST FOR PROPOSALS For Health Insurance Billing & Collection Services For all questions about this RFP contact:, Issuing Officer RELEASED ON: DUE ON:, 1:00
P a g e 1 Request for Proposal Architectural/Engineering Services Adapt/SouthRiver CHC RFP for Architectural/Engineering Services P a g e 2 Introduction (SRCHC), a Federally Qualified Health Center, is
REQUEST FOR QUOTES ACTUARIAL CONSULTING SERVICES - GASB 43 & 45 To Valuate the Town of Reading Retiree Medical & Life Insurance Obligation You are cordially invited to submit an RFQ for Actuarial Consulting
REQUEST FOR PROPOSAL General Insurance Brokerage Services Date of Issue: December 6, 2012 Closing Location:Prince Rupert, B.C. Mail or courier: Dan Rodin Chief Financial Officer City of Prince Rupert 424-3
Page 1 of 12 Document Effective Date Solicitation Terms & Conditions 08/08/2008 Purchase Order Terms and Conditions 01/01/2009 Special Provisions 01/01/2009 STATE OF COLORADO SOLICITATION INSTRUCTIONS/
City of Montrose Purchasing Division 433 South First Street PO Box 790 Montrose, CO 81402 REQUEST FOR PROPOSAL Copier Lease / Purchase Issue Date: Thursday April 3, 2014 Bid Number: 14-024 Agent/Contact:
REQUEST FOR PROPOSAL Mobile Tours (Website) Development Contents Introduction... 1 Proposal Submission Guidelines... 2 Executive Summary... 3 The Opportunity... 3 Objective... 3 Reports to: Director of
REQUEST FOR QUALIFICATIONS PROPERTY APPRAISAL SERVICES Prepared by City of Richmond Finance Department February 18, 2016 RESPONSES DUE: 2:30 P.M., Monday, March 7, 2016 REQUEST FOR STATEMENTS OF QUALIFICATIONS
Administered by UNIVERSITY OF MAINE SYSTEM Office of Strategic Procurement REQUEST FOR PROPOSALS (RFP) Direct Mail Campaign University of Maine at Augusta RFP # 59-15 ISSUE DATE: April 24, 2015 PROPOSALS
City of Montrose Purchasing Division 433 South First Street PO Box 790 Montrose, CO 81402 REQUEST FOR PROPOSAL Procurement of Landscaping Services Issue Date: Thursday February 27, 2014 Bid Number: 14-012
REQUEST FOR PROPOSAL RFP #12-004 For the Provision of After Hours Answering Services Proposal Due Date/Time: October 19, 2012 @ 4:00 p.m. Children s Aid Society of London and Middlesex 1680 Oxford Street
COUNTY OF DUTCHESS OFFICE OF CENTRAL AND INFORMATION SERVICES DIVISION OF CENTRAL SERVICES 27 HIGH STREET POUGHKEEPSIE, NEW YORK 12601 (845) 486-3670 The Division of Central Services has developed this
UNO CHARTER SCHOOL NETWORK ( UNO-CSN ) Invitation for Bids ( IFB ) for ELECTRICAL UPGRADES All Bids must be sent electronically to: firstname.lastname@example.org All communications should be addressed
Service Agreement UltraBranch Business Edition Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration,
STATE OF TENNESSEE DEPARTMENT OF TOURIST DEVELOPMENT REQUEST FOR PROPOSALS FOR CALL CENTER AND FULFILLMENT SERVICES RFP CONTENTS SECTIONS: 1. INTRODUCTION 2. RFP SCHEDULE OF EVENTS 3. RESPONSE REQUIREMENTS
Montgomery Housing Authority 525 South Lawrence Street Montgomery, Alabama 36104 REQUEST FOR PROPOSALS (RFP) 2016-03 EXECUTIVE SEARCH AND RECRUITMENT SERVICES DATE ISSUED: Wednesday, April 13, 2016 DESCRIPTION:
COUNTY OF ORANGE OFFICE OF COUNTY COUNSEL REQUEST FOR STATEMENTS OF QUALIFICATIONS OF SPECIAL COUNSEL FOR REDEVELOPMENT AND HOUSING SERVICES The County Counsel s office of the County of Orange ( County
REQUEST FOR PROPOSALS Maintenance Management Software 5400 Ox Road Fairfax Station, Virginia 22039 www.novaparks.com December 22, 2015 NOTICE REQUEST FOR PROPOSALS Maintenance Management Software December
Description: The New River Valley Regional Jail Authority (NRVRJA) values and appreciates the contributions and efforts of its employees. Toward this end, the NRVRJA is committed to providing a supportive,
IOWA LOTTERY AUTHORITY BID 16-03 Security Assessment Services SECTION 1. OVERVIEW AND BID PROCEDURES. 1.0 Introduction and Background. The purpose of this Request for Bid is to solicit proposals from qualified
INTERNET BANKING SERVICE AGREEMENT NOTE: BY CLICKING TO AGREE AND BY USE OF THIS SERVICE YOU ARE CONCLUDING A LEGALLY BINDING AGREEMENT. READ CAREFULLY. Introduction. This Internet Banking Service Agreement
NEW REQUESTS FOR PROPOSALS for INTERNET SERVICE PROVIDER SERVICES at CHARLOTTE DOUGLAS INTERNATIONAL AIRPORT for the CITY OF CHARLOTTE, NORTH CAROLINA ACTIVITY (All times are EST) Dated September 20, 2013
Wahkiakum County Request for Proposal New Telephony System with Unified Communication support. Due Date: 3:00pm May 15 st 2015 INTRODUCTION AND BACKGROUND Proposal Deadline: Proposal will be received by
EASTERSEALS Request for Proposal for Copier/Printer/Scanner/Fax Equipment Maintenance Easter Seals Metropolitan Chicago (ESMC) invites proposals for copiers and copier/printer maintenance. ESMC must receive
Request for Proposal For Fund Developer City of Riverside Development Department August 11, 2008 The City of Riverside is currently seeking proposals from qualified organizations/individuals that can raise
8408 Watt Ave., Antelope, CA 95843 916-338-6337 / Fax 916-338-6339 BOARD OF TRUSTEES Gary Blenner Raymond F. Bender Matthew L. Friedman Libby Williams Donald E. Wilson SUPERINTENDENT Dr. Kevin Jolly, Ed.D
Request for Proposals PROFESSIONAL INFORMATION TECHNOLOGY SERVICES For 2013 2015 HAVEN SOCIETY CLOSING LOCATION 38-3200 Island Hwy Nanaimo BC, V9T 6N4 CLOSING DATE AND TIME DATE: FEBRUARY 28, 2013 3 PM
Your consent to our cookies if you continue to use this website.