Terms of Reference For Microsoft SharePoint, Business Intelligence and.net Skills Version 3

Transcription

1 Terms of Reference For Microsoft SharePoint, Business Intelligence and.net Skills Version 3 United Nations High Commissioner for Refugees Division of Information Systems and Telecommunications, Switzerland

2 Table of Contents 1. Background Objectives RFP Objectives Overview of the Current Environment General Requirements Capability Requirements Business Capabilities... 8 Technical (IT) Capabilities... 9 SharePoint Functional and Technical Expertise... 9 SharePoint/.Net Application Development... 9 SharePoint Business Intelligence... 9 UX Design Mobile App Development Sample Resource Profiles SharePoint Functional Expert SharePoint Technical Expert SharePoint Solution Architect Services Proposal Resource Profiles Key Personnel Proposed Vendor Project Management Activities Projects and Outsourcing Bidder Profile Company Information Management and Human Capital Staffing Levels IT Experience Certification Programs Awards Quality Assurance Client Manager Page 2 of 31

3 8.9. Monitoring and Reporting Relationship Management Uniqueness Commercial Proposal Manner of Submission Sales Engagement Process Contractual Terms Price Additional Information Evaluation of Proposals Terms of contract UNHCR General Terms and Conditions for the Provision of Services UNHCR Vendor Registration Form UN Supplier Code of Conduct Performance Performance Reviews Service Level Agreements Security Procedures Invoices Payment Terms/Price Policy Payment Terms Service Level Linked Payments Travel and Missions Contract Duration Contract Terms RFP Price Quotation General Pricing Financial Offer Form Instructions on completing the spreadsheets General information Technical information Page 3 of 31

4 Commercial information Evaluation Process Submission of Bids Technical Evaluation Technical Evaluation Criteria Financial Evaluation Page 4 of 31

5 1. Background The UN General Assembly established the Office of the United Nations High Commissioner for Refugees (UNHCR) in 1950 to provide protection and assistance to refugees and other forcibly displaced people. In more than six decades, the agency has helped tens of millions of people to restart their lives. Today, UNHCR is one of the world's principal humanitarian agencies; its staff of more than 7,600 personnel is helping more than 36.4 million people in more than 126 countries. Staff members work in a diversity of locations and conditions including in our -based Headquarters (HQ) and more than 300 field locations. Many field locations have serious connectivity challenges, with several hundred sites utilizing satellite telecommunications which are extremely costly and provide poor performance for modern web applications. It is therefore essential to provide UNHCR staff and partners with a set of functions and capabilities to enable them to access high quality, relevant, accessible and timely information across all functional areas the organization is concerned with. Most critically, solutions delivered must take into account of the fact that the majority of users are located in low bandwidth, high latency environments (1-1.5MBPs and ms). 2. Objectives In order to supplement its Applications Managed Service contracts and Business Applications Skills Frame Agreements, DIST would like to establish a partnership specifically for the provision of Microsoft SharePoint, business intelligence and.net development/maintenance related technical resources with a company who will be able to assist DIST in the following areas: 1. To provide design, development and implementation of SharePoint, Business Intelligence and.net/mobile applications. 2. Delivery of WAN optimized solutions and offline alternatives taking into account UNHCR s challenging telecommunications architecture. 3. Provision of SharePoint governance and architectural design, implementation and operational advice including systems integration, security, performance monitoring and management. 3. RFP Objectives This Request for Proposal is intended to give bidders the necessary information to enable them to submit proposals in the required format and in the required timescale that best meet UNHCR s objectives. In addition, it describes how such proposals will be evaluated and sets out the way in which any necessary communications between bidders and UNHCR should be handled. UNHCR is not seeking a compilation of standard materials and marketing collateral relevance and quality, rather than quantity, should be considered while proposals are being assembled. Page 5 of 31

6 UNHCR wishes to emphasize that the information contained herein is intended to compare approaches on a like for like basis to produce an efficient and fair evaluation process. 4. Overview of the Current Environment Collaboration in UNHCR is primarily enabled via a SharePoint 2013 on premise deployment. It hosts several team sites and business intelligence instances. The solution is centrally hosted at UNHCR s data center facility in and consists of the below environments: 1. Development 2. UAT 3. Pre-Production 4. Production The production environment is internet-facing and is accessed by end users through UNHCR s Network (satellite (i.e., VSAT) and ISP networks). As UNHCR s mandate requires it to operate in remote locations where connectivity is a challenge, UNHCR uses network optimization and acceleration tools to attempt to address this issue. Mobile/Offline capabilities are critical in delivering practical collaborative solutions to our users in deep Field locations. 5. General Requirements UNHCR is focused on providing employees with access to reliable and relevant information and knowledge in order to increase productivity across the global organization with varying degrees of connectivity. SharePoint based Intranets, Extranets, Collaboration sites and Communities, Business Intelligence and web and mobile applications are the tools of choice in achieving this. UNHCR seeks to partner with supplier(s) that have a unique and recognized track record, (ideally award winning and gold partner status) focused on designing, delivering and supporting a wide variety of SharePoint and related.net based services while ensuring applications are optimized for connectivity challenged locations. UNHCR requires a range of competitively-priced services and support in the following solution areas: a. Intranets i. Expert consulting in SharePoint (current version), Office 365, Azure, Corporate Social, Document and Knowledge Management, Search ii. UX expertise relevant to SharePoint iii. Ability to create social Intranets utilizing SharePoint and Yammer iv. Ability to integrate a Microsoft Stack of tools in SharePoint including, but not limited to, Yammer, Lync, Exchange, Office, Skype, One Drive Page 6 of 31

7 b. Extranets i. Ability to create Extranets for partners utilizing SharePoint ii. Ability to advise and develop solutions for external user authentication c. Collaboration i. Ability to deliver team collaboration and community sites out of the box, or with highly configured features, such as workflows and custom lists, and where necessary line of business applications built on the platform while ensuring compliance with Office365 ii. Ability to Integrate with social enterprise and Intranet/Extranets d. Business Intelligence Ability to provide service and support across the full BI stack offered by Microsoft, specifically within the context of SharePoint: i. SSRS, SSIS, SSAS, SQL Server 2012 ii. Performance Point and Reporting Services (Report Builder) iii. Power View and PowerPivot Integration Features iv. Power BI v. Self Service Reporting e. Websites and Mobile Applications i. Ability to perform SharePoint Integrations with other platforms such as web services ii. Ability to design, develop and/or support: - SharePoint Apps (JavaScript, CSS, HTML5) - Provider hosted apps - Azure Apps 6. Capability Requirements - Mobile Apps (Android, ios, Windows) To support the abovementioned solutions, it is essential that supplier(s) have the right mix of business and technical capabilities to support the required design, development and implementation of solutions. The required capabilities, which are described in Sections 6.1 and 6.2 below, range from assisting UNHCR in conceptualizing its requirements, to providing advice and counsel on best practices and approaches, to having expert technical knowledge to allow for the successful design, development and implementation. Page 7 of 31

8 6.1. Business Capabilities 1. Demonstrated ability in establishing rapport with internal project teams to deliver solutions outlined above. 2. Demonstrated ability in migrating content from disparate systems to SharePoint and providing assistance and advice on content migration plans. 3. Demonstrated ability in integrating disparate systems with SharePoint by, for example, utilizing web services. 4. Demonstrated capabilities to develop solutions catering to varying bandwidth and latency connections. 5. Demonstrated ability to provide long term maintenance and support for custom solutions. 6. Demonstrated ability to create SharePoint based interfaces for multiple end user devices including smartphones and tablets. 7. Demonstrated ability to assist in articulating and implementing a robust and accurate Information Architecture across relevant solutions. 8. Demonstrated ability to transfer knowledge to the internal teams, stakeholders and managed service providers while also offering team augmentation for project specific or longer term interventions. 9. Demonstrated ability to provide counsel, advice and recommendations for SharePoint governance in the following areas: a. Definition of roles, procedures, policies and standards associated with the planning, deployment, operations and support of the SharePoint environment, particularly as a central hub in a Digital WorkPlace strategy. b. Definition of policies and standards related to the application/use of SharePoint with a focus on those aspects mentioned above including areas such as information management, data management, usage policies and security. c. Assistance in the creation and implementation of a complete development, testing and production environment to enable all future phases of SharePoint implementation and ultimately support the foundation of the future Digital WorkPlace in UNHCR. d. Provision of advice and approaches with respect to delivering SharePoint as a service in UNHCR, including key metrics, how quality should be assured, monitored, measured and how shortcomings should be addressed. e. Assessment of WAN architecture, auditing connectivity, measuring impact on WAN performance for various solutions and proposing alternatives when online solutions are ruled out. Page 8 of 31

9 6.2. Technical (IT) Capabilities All the following expertise areas are expected to be engaged at either a Senior and/or Junior level by the successful Bidder, on the understanding that the expertise necessary will ultimately be dependent upon the type of project work to be carried out. SharePoint Functional and Technical Expertise Proven expertise in SharePoint 2013/Office 365 product features and capabilities Proven experience and success in delivering SharePoint solutions in an organizational setting Proven experience creating mockups, wireframes and solution diagrams Proven experience in delivering occasionally connected and offline solutions Experience creating functional and technical specifications for SharePoint projects Ability to work effectively with senior stakeholders, project teams and business users SharePoint/.Net Application Development SharePoint Business Intelligence Proven ability to develop line of business applications on top of the SharePoint platform Proven expertise in Hybrid SharePoint 2013/Office 365 solutions and specifically the new app development paradigm in SharePoint 2013/Office 365 following best practices. Proven expertise around web based applications and related practices (JavaScript, CSS, HTML, JavaScript APIs, RESTful APIs and other web services) Proven expertise in development of.net and MVC web application frameworks Proven experience and success in building seamless Web, LightSwitch, and MVC applications integrated into SharePoint 2013/Office 365 Proven expertise in SharePoint 2013/Office 365 BI product features and capabilities Proven experience and success in delivering high caliber SharePoint BI solutions in an organizational setting MVP or other recognition as a practice leader Familiarity with the creation of hi-fidelity and lo-fidelity mockups, wireframes and BI solution diagrams Creation of functional and technical specifications for SharePoint BI projects Page 9 of 31

10 UX Design Mobile App Development Ability to structure engagements effectively with senior stakeholders, project teams and business users Proven experience and success in integrating disparate data sources in various artefacts in the MS BI stack including data warehousing in SQL, OLAP cubes, PowerPivot, Power Query and Integration Services Proven experience and success in delivering best in class data visualizations relying on performance point services, reporting services, Excel 2013 and Power View Ability to create responsive designs that are implementable in SharePoint 2013/Office 365 and tested against the major smartphone and tablet operating systems and browsers Proven experience and success in implementing SharePoint UX changes that avoid breakage during updates and patches Recognition and accolades from design award agencies and institutes Proven experience and success in extending SharePoint 2013/Office 365 functionality beyond PCs and laptops to mobile environments such as tablets and laptops in both online and offline modes 7. Sample Resource Profiles In depth knowledge of ios, Android and Windows phone app development requirements and toolsets Leveraging mobile applications as an offline solution to UNHCR s connectivity challenges Below are a few examples of the types of resource profiles for Microsoft SharePoint skills that UNHCR would expect the successful Bidder to deliver. A full list of required profiles is provided in Section 8 and the capabilities sought are described in Section SharePoint Functional Expert Expert functional knowledge of SharePoint business processes with at least five (5) years previous hands-on relevant experience Ability to conduct business analysis and design workshops Ability to prepare documentation for functional requirement and design Ability to compile key deliverables of a Development lifecycle (e.g. requirements definition, document business and system processes, test plans, etc.), conduct fit-gap analysis, match Page 10 of 31

11 user requirements to SharePoint functionality, compile technical specifications and conduct integration and user acceptance testing activities Possess good knowledge of the Microsoft SharePoint (2013, 2016 and Office365) technical environment and tools Experience in test and release management processes including creation of test case scenarios SharePoint Technical Expert 10+ years of experience in installing, deploying and configuring Microsoft SharePoint 10+ years of experience in customizing Microsoft SharePoint including workflows, lists, libraries, web services, etc. Possess good knowledge of the Microsoft SharePoint technical requirements and tools Past project experience with application development in.net integrations with SharePoint Experience in Javascript Full software development project lifecycle experience, including development, unit testing, integration testing, and implementation SharePoint Solution Architect Expert technical knowledge in Microsoft SharePoint, with at least five (5) years of experience in SharePoint solution design and architecture processes Ability to provide direction and leadership in terms of interface design, development, and testing effort for the back-end and user interfaces Ability to liaise with Functional, Software Engineering and Test and Release Management leads to improve development methodology, version control and release management guidelines Experience in working closely with the Technical Expert to ensure solution architecture and standards are being followed by offshore developers Experience in working closely with the Functional Lead and Business Analysts to ensure ongoing business requirements are clearly specified Ability to identify and resolve issues that impact the integrity of solution designs Ability to compile key deliverables of a development lifecycle (e.g. requirements definition, document business and system processes, test plans, etc.), conduct fit-gap analysis, match user requirements to SharePoint functionality, compile technical specifications and conduct integration and user acceptance testing activities Experience with leading the software delivery life cycle, including production test and release management processes Experience in setting up documentation standards both at all levels, including solution design level, code-level and at a configuration/customization level Previous experience in.net development and Java Scripting Page 11 of 31

12 As necessary, liaise with other applications teams to determine integration needs, and design and implement integrations using Web services, etc. Work closely with UNHCR Project Management to add value on specific design items and to verify overall design 8. Services Proposal Bidders are requested to submit proposals (with the associated commercial terms in the Commercial Proposal) covering the requirements / services described below. Please reply using the same section headings and giving precise answers to the questions Resource Profiles The specific capabilities of the company and sample resource profiles are detailed in Sections 6 and 7. Please review the table set forth below and indicate if you are able to supply the resources and skills indicated in each of the areas with associated typical lead times (earliest date of request to date of commencement of work). Rates must be included clearly in the Commercial Proposal. Once a contract is established, a statement of work (SOW) will be issued for every assignment specifying the required skills and whether the work is to be performed on-site (on shore) or offsite. Microsoft SharePoint Skills Yes/No Lead Time SharePoint Functional Expert SharePoint Technical Expert SharePoint Solution Architect SharePoint Senior Developer SharePoint Junior Developer Lead Time Lead Time Supplier Location Microsoft BI Skills Yes/No Lead Time Microsoft BI Functional Expert Microsoft BI Technical Expert Microsoft BI Solution Architect Microsoft BI Infrastructure Expert Lead Time Lead Time Supplier Location Page 12 of 31

13 Microsoft Senior BI Developer Microsoft Junior BI Developer Microsoft.Net/Mobile Skills Yes/No Lead Time Microsoft.Net Functional Expert Microsoft.Net Technical Expert Microsoft.Net Solution Architect Microsoft.Net Senior Developer Microsoft.Net Junior Developer Mobile App Senior Developer Mobile App Junior Developer UX Designer Lead Time Lead Time Offsite 8.2. Key Personnel Proposed Describe your company s Microsoft SharePoint, Business Intelligence and.net team size including team compositions. Specific expertise with localization, Intranets, Extranets, Hybrid Cloud, social community tools like Yammer and web and mobile related technologies/capabilities should be highlighted. (please fill out the table provided in an annex to this RFP please include the Excel spreadsheet in soft copy as part of the technical proposal) Vendor Project Management Activities The Bidder is expected to provide a Focal Point to lead the Bidder resources and activities with close collaboration with the UNHCR Project Manager. Similarly, the Bidder will be asked to assist the UNHCR Project Manager with the following major project management activities: 8.4. Transfer functional and technical knowledge on the deployed system knowledge to UNHCR resources; and Contribute to the UNHCR Project Manager s planning activities. Projects and Outsourcing The majority of work commissioned under the contract will be on a Time & Materials basis (agreed fully inclusive daily rates) using Statements of Work (SOW) for an agreed resource Page 13 of 31

14 for a specific number of days. However, where the requirement can be clearly defined and it is advantageous to do so, an activity and/or work package will be outsourced to the Partner for delivery. In this case the Statement of Work will clearly specify the delivery requirements enabling the Partner to quote fixed-cost or number of person days estimate. Please include how such a process will work, outline any methodologies, concepts and roles and responsibilities for delivering these types of activities and the level of involvement expected of UNHCR staff Bidder Profile The Bidder s careful attention is required throughout this section to understand UNHCR s expectations from the company. UNHCR will carefully assess the Bidder s Profile to determine the extent of compliance with UNHCR s expectations, along the following headlines: Company Information UNHCR expects the Bidder to provide the following information and documents: a. List your company s full legal name, corporate address, telephone number and fax number. b. List your company s primary contact and a back-up contact for this RFP process. Please include title, address, telephone number, fax number and address. c. Describe the company s philosophy, vision, mission and long-term strategy. Describe how this vision would benefit UNHCR. Include a brief company history (one page). d. A brief company history. e. Financial statements covering the last three years. f. Provide a list of the company s major customers, with contact information, that are similar in size and culture as UNHCR and have contracted with your company for similar project requirements. UNHCR may choose to contact them for reference purposes. g. Describe any conflicts of interest your company may have in entering into a contractual relationship with UNHCR. h. Project Experience: Please provide details of three relevant implementations of Microsoft SharePoint your company completed in the past 24 months, including Intranets. Detail approaches in terms of project management methodology, counsel and assistance given, as well as, installation, migration, support and maintenance and customized development undertaken. Provide outcomes, highlighting the risks and mitigations as well as any lessons learned. Please include a customer contact for each and advise whether or not you can arrange a walkthrough of the work you have done in their environment. i. Provide evidence of the company s official qualifications and accreditations with regard to Microsoft SharePoint. Page 14 of 31

15 8.6. j. UNHCR intends to include a provision in the awarded contract reserving its right to include Service Level Agreements in the contract and/or SOWs issued under the contract. How does the bidder define and manage Service Level Agreements related to maintenance, enhancements and monitoring and reporting? Management and Human Capital The quality of the Managements vision and execution of this vision to improve the quality of staff must be outlined including: Staffing Levels How many employees does the bidder have (world-wide, by location, etc.)? How many employees do you have for each of the resource profiles? IT Experience How many years has the bidder been in the IT business? How many years of expertise in SharePoint? Which area does the bidder consider they are the best? Certification Programs Is the bidder a Microsoft SharePoint Gold Partner? How many years of continuous certification? Does the bidder other equivalent nationally and internationally recognized certifications? What level and did an independent company perform the certification? Which other certifications does the bidder possess? Is there a skills certification program specifically related to Microsoft SharePoint and.net? Please provide evidence of the company s official qualifications and accreditations with regard to Microsoft SharePoint and.net. Awards Has the bidder received awards from independent bodies or organs based on the projects it has delivered for customers based on Microsoft SharePoint and.net applications? 8.7. Quality Assurance Describe your approach to Quality Assurance in terms of the provision of resources and work performed offshore Client Manager UNHCR believes that an effective Client Manager is critical to the success of resources allocation and management and indeed the overall outsourcing agreement as it enables a more collaborative relationship between UNHCR and the bidder. Bidders should include resumes of potential Client Managers. Page 15 of 31

16 8.9. Monitoring and Reporting What Customer reports does the bidder provide for monitoring performance? How is this linked to Service Level Agreements? What reports and how will these be used to feed root cause problem analysis, facilitate trends identification and drive problem avoidance and continuous improvement processes. Indicate how user satisfaction will be measured and user concerns addressed Relationship Management How flexible is the bidder with respect to UNHCR s needs in terms of resource supplementation, outsourcing maintenance and turnkey projects? Describe how the bidder develops strategic partnerships, which provide added business value, reduced costs and other benefits. Provide a case study example Uniqueness Bidders should indicate what distinguishes their approach from other bidders and how this would benefit UNHCR. 9. Commercial Proposal 9.1. Manner of Submission The manner of submission of the commercial proposal is outlined in the covering letter to this RFP. Please fill out the table provided as an annex to this RFP and include the Excel spreadsheet in soft copy as part of the commercial proposal DO NOT include this information in the technical proposal. Please specify the currency used. For comparison purposes, all amounts will be converted into US dollars using the prevailing UN rates of exchange 9.2. Sales Engagement Process The Proposal must outline the sales engagement process including: Contractual Terms The bidder is expected to accept UNHCR s standard Terms & Conditions for the provision of Services as provided as an annex to this RFP. What is the bidder s typical contractual terms (fixed daily rate and Time & Material) under which resources are deployed? Price Pricing Models How flexible are the bidders pricing models? The bidder should outline the best approach for UNHCR. Page 16 of 31

17 Standard Terms What standard, all inclusive, daily rates are applicable for the various skill levels in each of the locations where UNHCR is likely to require them? 10. Additional Information Evaluation of Proposals The process and deadlines for the RFP evaluation is outlined in the covering letter that accompanied this document. Please refer to and follow strictly the instructions in that letter. Failure to do so may result in your submission being eliminated or disqualified. Your proposal will be evaluated from a technical and price perspective. Proposals that do not comply with the submission guidelines or which clearly do not meet the minimum technical requirements may be eliminated and not fully evaluated. Technical evaluation may include a face to face presentation of the submission to the evaluation panel. If required, this presentation can be on-site in or via videoconference link Terms of contract UNHCR anticipates entering into a Consultancy Framework Agreement with multiple partners for skills based resources for a term of two (2) years with an option to renew for one (1) year, but will consider alternative contract terms if bidders can demonstrate that significant benefit will accrue to UNHCR and early exit strategies are provided. Retendering can be expected at the end of the second or third year of the contract. The successful bidder(s) should not assume that the contract will be renewed without retendering UNHCR General Terms and Conditions for the Provision of Services UNHCR s General Conditions for the Provision of Services are included as an Annex to this RFP. By submitting a response to this RFP you are indicating your agreement with those conditions. Any contract signed as a result of this RFP will be subject to the UNHCR General Conditions for the Provision of Services and any individual, consultant, or sub-contractor provided will also be bound to these General Conditions. These individuals will be expected to sign a declaration stating that their employer has made them aware of these General Conditions and any other specific clauses in the contract in particular the declaration of confidentiality clause UNHCR Vendor Registration Form UNHCR s Vendor Registration from is included as an Annex to this RFP. If your company is not already registered as a supplier to UNHCR please ensure that you complete this form and include it as a part of the submission. If you company completed the Vendor Registration Form before January 2010, you are requested to resubmit a completed form to show that you are aware of the revised General Terms and Conditions for the Provision of Services and accept them. Page 17 of 31

18 10.5. UN Supplier Code of Conduct UNHCR refers to General Conditions for Provision of Services- (2010 Version), as per Appendix A Performance Work is to be performed to the satisfaction of the UNHCR. Performance and payment will be based on monthly management reports and approved individual time reports. There will be an implementation task for the Partner(s) and UNHCR to jointly determine the methodology of the methods of measurement, the calculation of performance, and the preparation of monthly reports. Performance Reviews UNHCR will require monthly performance reviews to include measurement of Project Management Office satisfaction as well as service delivery. Bidders are invited to describe their approach to such reviews with particular reference to resolution of persistent problems, analysis of trends and plans for continuous service improvement. Service Level Agreements When appropriate, Service Level Agreements will be established between the Partner and UNHCR for delivery against specific Statements of Work Security Procedures In any services arrangement, non-unhcr employees may have direct access to sensitive UNHCR information resources. The bidder shall describe their programs, policies and procedures for ensuring the integrity and confidentiality of UNHCR information resources. These policies and practices should include, but not be limited to, the following: managing OS access rights, managing passwords, bidder procedures for their employee s departure, bidder internal confidential agreements with their employees, security policies and practices related to remote management. Please provide a copy of the relevant portions of your Information Security Policy, Procedures, or Standards. It is also a UNHCR requirement that all Partner employees engaged in work with UNHCR sign a Non- Disclosure Agreement and the UN s Supplier Code of Conduct prior to commencement of any assignment Invoices The selected Partner should submit monthly invoices covering the portion of the work that the Partner completed during the previous calendar month. Time reports that have been signed by the appropriate UNHCR Project Manager confirming completion and acceptance of the work should be submitted with the invoices. Page 18 of 31

19 10.9. Payment Terms Payment Terms/Price Policy Payment terms are net 30 days after UNHCR s receipt of invoice and any associated time reports and other supporting documents in good order. Payment is contingent upon UNHCR s acceptance of the work and any published service levels the parties agree upon. Service Level Linked Payments When established under a specific Statement of Work, it is the intent of UNHCR to structure pro-rated payments based upon achievement of the agreed SLAs. It is also the intent of UNHCR that such prorated payments should decrease with consecutive months of nonattainment of SLAs Travel and Missions It is possible that in completing the tasks specified under a specific Statement of Work, that the consultants engaged under the terms of this contract will need to travel to other locations (e.g. other UNHCR duty stations) in addition to being located in or (as applicable). In this case, UNHCR will arrange and cover the costs of any such travel in accordance with the UNHCR travel policy. The contractor will be entitled to the same DSA (Daily Subsistence Allowance) as UNHCR staff traveling to the same location. The Partner will be responsible for any travel authorizations (visas etc.) and vaccinations as may be necessary. However, UNHCR will assist to the best of its ability in acquiring visas and medical clearance. Any travel requirements will be clearly defined before the terms of the SOW are agreed to ensure that the staff provided for the engagement are available and eligible to travel Contract Duration UNHCR anticipates entering into a Framework Agreement with one (1) to three (3) partners for a term of two (2) years with the option to renew for one (1) additional year. Based on satisfactory performance, the contract may be renewed for a further one (1) year for a total of three years (2+1). After three (3) years the selected Bidder(s) should expect a new market survey to be conducted and a new RFP issued Contract Terms The Bidders should outline their key contractual terms, in particular the make or break issues that are envisaged and may become a stumbling block in establishing a contract with UNHCR. Topics to consider are: 1. Warranties and Liabilities expected by UNHCR. 2. Immunities and Privileges of UNHCR as a UN organization. 3. Jurisdiction under International law rather than any national law. Page 19 of 31

20 11. RFP Price Quotation General This section outlines how we would like you to structure your commercial response to this RFP. As explained in the covering letter for this RFP, it is essential that your commercial response be provided separately. The technical response must not contain any commercial information and to do so will be grounds for disqualifying your submission Pricing Rate card for capabilities outlined in Sections 6, 7 and 8.1 for both Junior and Senior expertise, where relevant, with all work to be performed at the Bidder s location, and. The rate card will be used by the successful Bidders in pricing all turnkey projects performed under the awarded contract Financial Offer Form As part of this RFP you will have received an Excel spreadsheet that should be used to submit the details of your price quotation. Please state any assumption made when providing the quotation Instructions on completing the spreadsheets Two (2) spreadsheets (Financial and Technical Offer Forms) have been provided as an attachment to this RFP. Please follow the instructions outlined below in completing them. General information 1. The spreadsheets are in MS Excel format and contain multiple tabs. You should complete the information on the Summary tab before updating the others. There is one tab for each of the skill. 2. Only cells in light yellow shading should be updated. 3. On the Summary tab, enter your company name, and select Yes for each of the skill sets for which you are submitting an offer. 4. Complete the information in tabs to which you responded Yes above. 5. Follow the guidelines below for specific information on the Technical and Commercial spreadsheets. Technical information Please complete the information on the Summary tab and then update the category tabs for which you are submitting an offer. 1. Specify the total number of employees in your company. 2. Specify the number of employees in active service delivery roles. Page 20 of 31

21 3. Specify the minimum delay in days or weeks by which you will be able to guarantee having your staff on-site and available to commence work for UNHCR in and (as applicable). This must include any delays in obtaining travel visas, work permits, or other delays. 4. For each of the specific skill profiles, specify the number of service delivery employees with the relevant number of year of experience. 5. As required, for specific technologies, specify Yes or No if your service delivery employee base contains the specific skills. In some cases, versions are included. Page 21 of 31

22 Summary Company Name: {enter company name here} is responding to the following Resource Profile Categories Category Microsoft SharePoint Functional Expert Microsoft SharePoint Technical Expert Microsoft SharePoint Solution Architect Microsoft SharePoint Senior Developer Microsoft SharePoint Junior Developer Microsoft Business Intelligence Infrastructure Expert Microsoft Business Intelligence Functional Expert Microsoft Business Intelligence Technical Expert Microsoft Business Intelligence Solution Architect Microsoft Senior BI Developer Microsoft Junior BI Developer Microsoft.Net Functional Expert Microsoft.Net Technical Expert Microsoft.Net Solution Architect Microsoft.Net Senior Developer Microsoft.Net Junior Developer Mobile App Senior Developer Mobile App Junior Developer UX Designer Yes/No Minimum delay (days/weeks) to have staff on-site Page 22 of 31

23 Microsoft SharePoint Solutions skills Company Name: {enter company name here} No of service delivery staff with MS SharePoint Skills Years of experience Skill <4y 4-10y >10y Total Microsoft SharePoint Functional Expert Microsoft SharePoint Technical Expert Microsoft SharePoint Solution Architect Microsoft SharePoint Senior Developer Microsoft SharePoint Junior Developer Microsoft Business Intelligence Infrastructure Expert Microsoft Business Intelligence Functional Expert Microsoft Business Intelligence Technical Expert Microsoft Business Intelligence Solution Architect Microsoft Senior BI Developer Microsoft Junior BI Developer Microsoft.Net Functional Expert Microsoft.Net Technical Expert Microsoft.Net Solution Architect Microsoft.Net Senior Developer Microsoft.Net Junior Developer Mobile App Senior Developer Mobile App Junior Developer UX Designer Page 23 of 31

24 Commercial information Please complete the information on the Summary tab and then update the category tabs for which you are submitting an offer. 1. Specify the billing currency that will be used for any eventual contracts between the bidder and UNHCR. UNHCR would prefer that all contracts with a single vendor are in a single currency and any one purchase order raised with a vendor will be in one currency only. For the purposes of comparison, all amounts will be converted into US Dollars using the prevailing United Nations exchange rate. 2. For each of the skill categories and each of the skill profiles, specify the all inclusive daily rate in each location and for a contract of the durations specified. Page 24 of 31

25 Summary Company Name: Currency {enter company name here} {enter applicable currency} is responding to the following Resource Profile Categories Category Microsoft SharePoint Functional Expert Microsoft SharePoint Technical Expert Microsoft SharePoint Solution Architect Microsoft SharePoint Senior Developer Microsoft SharePoint Junior Developer Microsoft Business Intelligence Infrastructure Expert Microsoft Business Intelligence Functional Expert Microsoft Business Intelligence Technical Expert Microsoft Business Intelligence Solution Architect Microsoft Senior BI Developer Microsoft Junior BI Developer Microsoft.Net Functional Expert Microsoft.Net Technical Expert Microsoft.Net Solution Architect Microsoft.Net Senior Developer Microsoft.Net Junior Developer Mobile App Senior Developer Mobile App Junior Developer UX Designer Yes/No Minimum delay (days/weeks) to have staff on-site Instructions: 1. Please do not modify the structure or format of this spreadsheet 2. Please only enter values in the cells with light-yellow shading 3. Where appropriate, select values from the pull-down lists Page 25 of 31

26 Microsoft SharePoint Solutions skills Company Name: Currency {enter company name here} {enter applicable currency} Daily all inclusive rate for staff by location Duration of Contract Location <30d 30-99d >100d Microsoft SharePoint Functional Expert Microsoft SharePoint Technical Expert Microsoft SharePoint Solution Architect Microsoft SharePoint Senior Developer Microsoft SharePoint Junior Developer Microsoft Business Intelligence Infrastructure Expert Microsoft Business Intelligence Functional Expert Microsoft Business Intelligence Technical Expert Microsoft Business Intelligence Solution Architect Page 26 of 31

27 Microsoft SharePoint Solutions skills Company Name: Currency {enter company name here} {enter applicable currency} Daily all inclusive rate for staff by location Duration of Contract Location <30d 30-99d >100d Microsoft Business Intelligence Senior Developer Microsoft Business Intelligence Junior Developer Microsoft.Net Functional Expert Microsoft.NET Technical Expert Microsoft.Net Solution Architect Microsoft.Net Senior Developer Microsoft.Net Junior Developer Mobile App Senior Developer Mobile App Junior Developer UX Designer Page 27 of 31

28 12.Evaluation Process Submission of Bids The procedures to be followed in preparing and submitting your proposal are defined in the covering letter for this RFP. You should carefully follow the instructions and guidelines in the covering letter in preparing your response and adhere to the established deadlines. The RFP process is governed by UNHCR s Financial and Procurement rules and these will be strictly adhered to throughout the whole RFP process. The RFP process is managed by the Procurement Service (PS) and any contact with UNHCR in relation to this RFP must be through the designated focal point within PS Technical Evaluation This evaluation criterion is internal to UNHCR and will not be shared with any of the Bidders, either prior to or after the final submission date. The evaluation criteria will be based on the information requested in this RFP. UNHCR/DIST will form an evaluation committee which will examine all offers that where received in good order and prior to the closing deadline for submissions. The evaluation committee will normally be composed of UNHCR staff members (DIST and others) but may also include independent external consultants. Any submission that does not pass this initial inspection will not be evaluated further. All submissions retained at this point will be technically evaluated by each member of the evaluation committee independently against the pre-established pass/fail evaluation criteria specified in the section below Technical Evaluation Criteria Criteria Description Max. % of Overall Score A. General 10% A.1. Company description and qualifications A.2. Detailed Financial Statements, Proof of Financial Stability A.3. Company s Management and Human Capital A.4. Company s Global Reach B. Service Scope Confirmation 10% B.1. Business and Technological Expertise B.2. Technology Partnerships B.3. Quality Assurance Page 28 of 31

29 B.4. Client Manager B.5. Service Level Agreements B.6. Customers and Customer References B.7. Monitoring and Reporting B.8. Relationship Management B.9. Uniqueness B.10. Sales engagement Process (SOW admin, billing, etc.) C. Provision of Resources (independent of skill category) 15% C.1. Short start-up (max 10 days SOW to on-site/work to commence), up to 3 months work C.2. Long term, planned work (max 8 weeks SOW to onsite) up to 12 months work D. Proof of Business and Technological Expertise 35% D.1. Microsoft SharePoint Functional Expert D.2. Microsoft SharePoint Technical Expert D.3. Microsoft SharePoint Solution Architect D.4. Microsoft SharePoint Senior Developer D.5. Microsoft SharePoint Junior Developer D.6. Microsoft Business Intelligence Infrastructure Expert Page 29 of 31

30 D.7. Microsoft Business Intelligence Functional Expert D.8. Microsoft Business Intelligence Technical Expert D.9. Microsoft Business Intelligence Solution Architect D.10. Microsoft Senior BI Developer D.11. Microsoft Junior BI Developer D.12. Microsoft.Net Functional Expert D.13. Microsoft.Net Technical Expert D.14. Microsoft.Net Solution Architect D.15. Microsoft.Net Senior Developer D.16. Microsoft.Net Junior Developer D.17. Mobile App Senior Developer Page 30 of 31

31 D.18. Mobile App Junior Developer D.19. UX Designer Financial Evaluation Only those financial bids received in good order and prior to the closing deadline for submissions for which the technical responses have been deemed technically compliant, shall be opened unless otherwise decided differently by the Chief of Section, HQ Procurement, Procurement Service (PS), UNHCR. PS will complete the evaluation of the financial bids and consolidate all results. In general, UNHCR will select the offer that represents the best value to the organization and not necessarily the lowest price offer. In case of RFPs, we select the bids that reach the highest combined score (combining technical and financial scores). Page 31 of 31