Oakland County by wangnianwu

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									                                 OAKLAND COUNTY

                 REQUEST FOR PROPOSAL (RFP)
     FOR PUBLIC SECTOR E-LEARNING (Computer-based Training)
                         PROGRAM
                        December 2010


                            PROPOSAL INFORMATION

Introduction & Background

Oakland County Purchasing in conjunction with the Oakland County Human Resources Training
and Development Unit is issuing this Request for Proposal (RFP) requesting sealed proposals
from interested vendor(s) specializing in public sector e-Learning software. Through a current
three (3) year contract, the County administers a vendor-hosted, computer-based training
program offering 81 business skills courses to approximately 4,000 part and full-time staff of
Oakland County, as well as employees of local municipalities within Oakland County. The
County wishes to continue providing a computer-based training program which provides course
curricula in support of three competency models (see Appendix A) and standard software
applications (see Appendix B).

Scope of the Vendor’s Roles, Duties, and Objectives

The vendor(s) hired will accomplish the following:

 Provide a vendor-hosted, computer-based training system which provides on-demand e-
  Learning courses associated with the Oakland County competency models and/or other
  specified learning objectives.
   Computer-based training system must be vendor-hosted. The County’s technical
     specifications can be found on page two of this document. The software will be evaluated
     to ensure there are no technical issues prior to making a final selection.
   County employees and other approved training audiences would have access to training
     modules via the web.
   Printable student guides, job aids and handouts to supplement the e-Learning must also
     be provided.

 Assist the County in selecting a useful and relevant selection of courseware to meet its need
  of enhancing the skills of three distinct customer groups: general employees, employees
  seeking leadership roles, and supervisory/management employees.
   Provide both Business Skills and software application courseware that is applicable to
     public sector, not-for-profit entities.
   Provide behavioral-based interview courseware.

 Assist the County in creating/implementing a communication strategy to increase enrollment
  and knowledge of the program, and to support any changes in current training practices.


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 Provide the County with expertise in modifying the system/courseware as needed over time
  to support changes in competencies required.

 Provide the County with reporting options for on-going data surrounding training
  effectiveness and training use.

 Assist the County in identifying those courses which are best suited for blended learning
  approaches. Identify those printable job aids and handouts that can be used with the blended
  learning approach.

 Provide an e-Learning course authoring tool that allows the County to create and customize
  existing content for County-specific courses. It is the County’s desire that the tool should be
  compatible with and have the capability to transfer the County’s existing custom e-Learning
  courses.

Technical Specifications

Current Environment
Client Platform:
        Microsoft Windows XP
        Microsoft Internet Explorer 7.0 / Mozilla Firefox 3.6
        Microsoft Office 2002/3

Server Platform
        Microsoft Windows Server 2003

Technical Preferences
Client Platform:
    1. Minimal modification to desktop PC
    2. Browser-based application
    3. Microsoft Windows XP or later
    4. Microsoft Internet Explorer 7.0 or later

Server Platform:
   1. Minimal modification to server
   2. Microsoft Windows Server 2003 or later




                                                  2
                        VENDOR RESPONSE GUIDELINES

Submission Overview

To facilitate the evaluation and comparison of bid proposals, we require that all vendors prepare
their response to conform to the guidelines set forth in the following paragraphs.

TIMELINE:
              Monday, December 13th         RFP Posted
              Monday, January 10th          Questions Due @ 5PM
              Monday, January 18th          Answers Posted on MITN @ 3PM
              Wednesday, January 26th       RFP Due @ 3PM
              Friday, February 25th         HR's Vendor Recommendation to Purchasing



 All responding vendors are required to complete and submit (1) clearly marked “original”
  and four (4) copies for a total of five (5) proposals. The “yellow” bid/proposal form must be
  signed by an authorized agent of the company and included with the “original” proposal. The
  proposals must be sent to:


              Oakland County Purchasing Division
              c/o Richard Brower
              Executive Office Building
              Lower Level
              2100 Pontiac Lake Road, 41 West
              Department 462
              Waterford, MI 48328

   by 3:00 p.m., local time, on Wednesday, January 26th. Proposals received after 3:00 p.m.
   will not be accepted. No exceptions will be made. All proposals should be sealed and
   labeled:

      “Proposal for Public Sector E-Learning (Computer-based Training) Program”

   It is the vendor's responsibility to ensure that responses are received in the Purchasing
   Division office prior to the date and time specified. This responsibility rests entirely with the
   vendor, notwithstanding delays resulting from postal handling or for any other reasons.
   Responses shall be accepted at any time during the normal course of business only, said
   hours being 8:30 A.M. to 5:00 P.M. EST, Mondays through Fridays, legal holidays excepted.

 Submission is a conclusive presumption that the vendor is familiar with the RFP, Contractual
  Requirements, and Specifications and that the vendor understands and agrees to abide by
  each and all of the stipulations and requirements contained herein. Any exceptions to the
  stipulations should be submitted separately. Vendor must return their RFP intact. DO NOT
  DETACH ANY PAPERS OR PAGES FROM THE RFP. Each response should be
  prepared simply and economically, providing a straightforward concise description of the
  proponent’s approach and ability to meet the County's needs, as stated in this RFP.


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 The County reserves the right to request any additional information which might be deemed
  necessary after the submission of this document to vendors, and after responses from vendors
  have been received by the County.

 The vendor is responsible for any costs incurred by the vendor or their subcontractors in
  responding to this RFP.

 The vendor acknowledges that the County is a public entity and therefore is subject to public
  disclosure laws, specifically, Michigan Public Act 442 of the Public Acts of 1976, as
  amended [commonly known as the "Michigan Freedom of Information Act"; Michigan
  Compiled Laws §§15.231 et seq.]. Accordingly, the vendor understands that there is no
  expectation of privacy of any information submitted with this RFP and/or liability to the
  County for the disclosure of any trade secrets, copyrights, patents, proprietary and/or
  confidential information for which County is compelled under Michigan law to release,
  disclose or copy.

 The vendor shall include an implementation time line and training approach in their
  proposals. Also, as part of the final evaluation, the vendor finalist will make available site
  access (provide a minimum of five user profiles) for review of course content for evaluation
  of user friendliness.

 All questions regarding this RFP should be submitted in writing to Mr. Richard Brower via e-
  mail at browerr@oakgov.com by 5:00 PM on Monday, January 10th. Please place in the
  subject line of your email “PUBLIC SECTOR E-LEARNING (Computer-based
  Training) PROGRAM”.

 Responses to questions will be posted on the Michigan Inter-government Trade Network web
  site http://www.mitn.info by 3:00 PM on Tuesday, January 18th.

 Acceptance Testing

   Formal acceptance testing and other quality assurance tasks relating to the implementation of
   the software, how they operate on the server(s) and infrastructure, interfaces, etc., will be
   performed by the County and/or its consultants.

Response Format/Evaluation Criteria

The selected vendor must be a well established, financially stable firm. They will maintain
excellence in educational objectives and curriculum. They will have a proven record of
accomplishment of support from installation planning through implementation and ongoing use,
particularly with clients located outside the vendor's home area. There should also be evidence
of responsiveness to clients' suggestions for improvements. The vendors will be evaluated based
on the following selection criteria:

To facilitate the comparison of vendor responses, it is required that the proposal contain detailed
responses to each item listed on the following Vendor Response Forms:

 Vendor Response Form A – Vendor Background Questionnaire
 Vendor Response Form B – Description of Services

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 Vendor Response Form C –Vendor Technical Specifications
 Vendor Response Form D - Vendor Reference Information
 Most recent audited financial statement




The proposal content will be divided into the following evaluation criteria categories:

Category 1 – Quality of Product
Category 2 – Compliance to Specifications
Category 3 – Support (Implementation/Operations)
Category 4 – Company Experience
Category 5 – References
Category 6 – Cost
Category 7 – Overall Quality/Thoroughness

Additional information may be provided at the vendor's discretion.

Interviews, site visits, reference checks, and any other due diligence deemed necessary by the
County to select the finalist vendor will be performed in addition to the above criteria.




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                                               VENDOR RESPONSE FORM – A

                                                 Vendor Background Questionnaire


                        CRITERIA                                               RESPONSE
1    Company Name

2    Address

3    Telephone Number

4    Fax Number

5    E-mail Address

6    Tax ID #

7    Name of Preparer/Contact

8    Overall number of years experience and number
     of years experience at current location
9    Location of headquarters office

10   Total number of employees at your company

11   Location of your closest support facility

12   Toll-free support line availability

13   Hours of telephone support (local time)




                                                                6
                       CRITERIA                               RESPONSE
14   Number of support staff available to
     troubleshoot problems over the telephone
15   Average response time (minutes) for a telephone
     call for technical assistance
16   Guaranteed maximum response time (minutes)
     for a telephone call for technical assistance
17   Average time (minutes) to access your site

18   Average down time (minutes) of your site

     Overall Costs:
19   Hosting

20   Licensing (provide cost for an initial purchase of
     500 user licenses and future purchases of user
     licenses in lots of 50)
21   Student learning guides or documents

22   e-Learning authoring tool

23   Customized course publishing

24   Transfer of existing customized courses

25   Ongoing operations/support costs

26   Payment terms




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                                        VENDOR RESPONSE FORM – B

                                            Description of Services

                                                            PRICING
                                                          OPTIONS/Cost
              CRITERIA                  RESPONSE           If Applicable   COMMENTS
1   Describe the system/
    courseware you offer in
    relation to the competency
    models outlined in appendix A.
2   Describe the courseware you
    offer in relation to the software
    courses listed in appendix B.
3   Describe any additional
    courses your company may
    provide.
4   Describe the methodology
    used to determine and create
    course content and training
    effectiveness.
5   State any awards/recognition
    for your product.
6   Describe your reporting
    tools/options.
7   Describe the printable guides,
    job aid and handout documents
    available to users.




                                                      8
                                                                        PRICING
                                                                      OPTIONS/Cost
              CRITERIA                          RESPONSE               If Applicable   COMMENTS
8    Is your application                  Yes; please describe
     customizable so it will adhere
     to Oakland County’s logo,            No
     branding, usability guidelines
     and Information Architecture?
9    Is the application compliant         Yes
     with the Americans with
     Disabilities Act (ADA)?              No

10   State names and provide bios
     of personnel assigned to the
     project.
11   Assuming you are the selected
     vendor as of March 31, 2011,
     what is your implementation
     timeframe?
12   Do you provide assistance to         Yes; please describe
     determine the right mix of
     courseware?                          No

13   Do you provide assistance in         Yes; please describe
     identifying courses best suited
     for blended learning and             No
     providing potential options for
     enhancing courseware via
     blended learning?
14   Do you provide a marketing           Yes; please describe
     strategy to your customers?
                                          No




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                                                                        PRICING
                                                                      OPTIONS/Cost
              CRITERIA                         RESPONSE                If Applicable   COMMENTS
15   Describe your training
     approach for on-site
     administrators.
16   Do you provide assistance in        Yes; please describe
     modifying the system/
     courseware as needed over           No
     time to support changes in
     competencies required?
17   Describe how you involve
     your customers in system/
     courseware upgrades.
18   Describe your personal
     protection plan for user
     confidentiality.
19   Do you provide an e-Learning  Yes; please describe
     course authoring tool that
     allows the County to create  No
     and customize existing content
     for County-specific courses?
20   Does your authoring tool have  Yes; please describe
     the capability to transfer and
     support existing custom e-  No
     Learning courses from other
     vendors’ platforms?


21   Describe the functionality and
     features available with your
     course authoring tool.


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                                                         PRICING
                                                       OPTIONS/Cost
              CRITERIA                 RESPONSE         If Applicable   COMMENTS
22   What is the number of custom
     courses allowed per user
     license for the authoring tool?




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                                          VENDOR RESPONSE FORM - C
                                             Vendor Technical Specifications


              CRITERIA                                                RESPONSE
General:
 Does your application meet all of         Yes
    Oakland County’s Technical              No; please explain
    Architecture requirements?
 How does a user access/use the
    software/application? (i.e. URL link,
    login ID/password, launch client
    application, etc.)?
 What are the hardware/software
    requirements to allow the
    software/application to work properly?
 What is the security model used for
    the software/application?
Client/Server Platform:
 What needs to be present/modified on
    the platform for software/ application
    to run properly? (i.e. plug-ins, add-
    ons, security, specific dll’s, etc…)
 What operating systems does the
    software/application work on?
Network:
 What is the network bandwidth needed
    to have (5, 50, 500) people use the
    application simultaneously?
 What       ports are used by the
    application? On the Client? On the
    Server?
 Does the application need access to the
    internet?


                                                             12
                                          VENDOR RESPONSE FORM - D
                                       Vendor Reference Information – Reference 1


                CRITERIA                                             RESPONSE
Vendor Name:

Customer Name:

Key Customer Contact:

Customer Telephone Number:

Size of Customer (Number of Employees)

Municipality:                                Yes

                                             No

Implementation Status:                       Completed

                                             In Progress

Briefly describe your implementation
services provided, timeline, etc.




                                                            13
                                          VENDOR RESPONSE FORM - D
                                       Vendor Reference Information – Reference 2


                CRITERIA                                             RESPONSE
Vendor Name:

Customer Name:

Key Customer Contact:

Customer Telephone Number:

Size of Customer (Number of Employees)

Municipality:                                Yes

                                             No

Implementation Status:                       Completed

                                             In Progress

Briefly describe your implementation
services provided, timeline, etc.




                                                            14
                                            VENDOR RESPONSE FORM - D
                                        Vendor Reference Information – Reference 3


                 CRITERIA                                                 RESPONSE
Vendor Name:

Customer Name:

Key Customer Contact:

Customer Telephone Number:

Size of Customer (Number of Employees)

Municipality:                                      Yes

                                                   No

Implementation Status:                             Completed

                                                   In Progress

Briefly describe your implementation services
provided, timeline, etc.




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                   APPENDIX A: OAKLAND COUNTY COMPETENCY MODELS

GENERAL EMPLOYEE COMPETENCY MODEL

Interpersonal Skills

1. Building Positive Working Relationships – Developing and using collaborative relationships with
   internal and external partners and customers to facilitate the accomplishment of work goals.
2. Building Trust – Interacting with everyone in a way that gives them confidence in one’s intentions
   and those of the organization; fostering an environment that is fair and open to new ideas.
3. Communication Skills – Clearly conveying information and ideas through a variety of media to
   others in formal and informal settings in a manner that engages them and helps them understand
   and retain the message.

Collaboration Skills

4. Working Together as a Team – Actively participates as a member of the team toward the
   completion of team goals.
5. Customer Service Skills – Recognizing that the unit exists to support its customer’s needs.
   Making customers and their needs a primary focus of one’s actions.
6. Partnering with Supervisor – Working with supervisor to achieve the goals of the unit. Taking
   responsibility to fully understand one’s own role in supporting the goals of the unit.

Self-Management Skills

7. Quality Focus – Establishing and exceeding high standards of excellence in all elements of one’s
    work.
8. Adaptability – Maintaining effectiveness when experiencing major changes in work tasks or the
    work environment. Embraces change and consistently remains flexible to new work demands.
9. Decision-Making – Identifying and understanding issues, problems, and opportunities; using
    effective approaches in choosing a course of action or developing appropriate solutions; taking
    appropriate action.
10. Planning and Organizing – Effectively managing one’s own time and resources to ensure that
    work is completed efficiently.
11. Continuous Learning – Seeks opportunities to learn from experience and from others.
    Consistently takes advantage of learning opportunities and applies newly acquired knowledge and
    skills on the job.
12. Professional Knowledge/Expertise – having achieved a comprehensive level of technical and
    professional skill or knowledge in position-related areas.




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SUPERVISORY/LEADERSHIP COMPETENCY MODEL

Interpersonal Skills

1. Building Positive Working Relationships – Developing and using collaborative relationships with
   internal and external partners and customers to facilitate the accomplishment of work goals.
2. Building Trust – Interacting with everyone in a way that gives them confidence in one’s intentions
   and those of the organization; fostering an environment that is fair and open to new ideas.
3. Communication Skills – Clearly conveying information and ideas through a variety of media to
   others in formal and informal settings in a manner that engages them and helps them understand
   and retain the message.

Leadership Skills

4. Identifying and Mobilizing Resources – Managing appropriate staff and resources consistent with
   organizational goals; proactively negotiating and accessing resources outside of one’s immediate
   domain when necessary.
5. Initiating Action – Taking timely action when appropriate to accomplish objectives; taking
   appropriate action to achieve goals; anticipates issues and takes action to address them.
6. Managing Conflict – Dealing effectively with others in an antagonistic situation; using appropriate
   interpersonal styles and methods to reduce tension or conflict between two or more people.
7. Work Standards – Setting appropriate standards of performance for self and others; assuming
   responsibility and accountability for successfully completing assignments or tasks; self-imposing
   standards of excellence rather than having standards imposed.
8. Change Management – Embracing change and acting as a change agent within the organization
   to facilitate the effective implementation of change initiatives and fostering innovative approaches to
   improvements in the workplace.

Management/Supervisory Skills

9. Decision-Making – Identifying and understanding issues, problems, and opportunities; comparing
    data from different sources to draw conclusions; using effective approaches and facilitating others in
    choosing a course of action or developing appropriate solutions; taking appropriate action that is
    consistent with available facts, constraints, and probable consequences.
10. Planning and Organizing – Establishing courses of action to ensure that work is completed
    efficiently.
11. Promoting Optimal Employee Performance – Focusing and guiding others in accomplishing
    performance objectives which are in line with the department or organization’s vision; identifies
    potential in others.
12. Professional Knowledge/Expertise – Having achieved a comprehensive level of technical and
    professional skill or knowledge in position-related area




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                      APPENDIX B: OAKLAND COUNTY SOFTWARE COURSES

Microsoft Office 2010 Suite

Adobe Acrobat Pro 8.0 and higher

Adobe Acrobat Standard 8.0 and higher

Adobe Illustrator

Adobe Photoshop

Microsoft FrontPage

Microsoft Publisher

Microsoft Visio Standard & Professional

SQL Server

Visual Studio

.NET

Cisco

Citrix

HTML

IT Infrastructure (ITIL) v.2 and higher

Project Management

Mobile Device Learning – Smartphones

Other desktop application courses

Other technical courses




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