Contract Offer Letter to Software Professionals by lel20309

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									    HARRIS COUNTY
                                                                         JOB NO.: 06/0252
 REQUEST FOR PROPOSAL                                           Date Due: AUGUST 14, 2006
       Cover Sheet                                                  DUE NO LATER THAN 2:00 P.M.
                                                                   LOCAL TIME IN HOUSTON, TEXAS
                                                                  Proposals received later than the date
                                                                  and time above will not be considered.



 PROPOSAL FOR: Business Intelligence Reporting Software for Harris County Auditor

                                           OFFERORS NOTE!!
Carefully read all instructions, requirements and          Please return proposal in an appropriately sized
specifications.  Fill out all forms properly and           envelope or box. PACKAGE MUST SHOW THE JOB
completely. Submit your proposal with all appropriate      NUMBER, DESCRIPTION AND BE MARKED
supplements and/or samples.                                "SEALED PROPOSAL".

                                     RETURN PROPOSAL TO:
                             HARRIS COUNTY PURCHASING AGENT
                               1001 PRESTON AVENUE, SUITE 670
                                     HOUSTON, TEXAS 77002

For additional information, contact Debbie Lasker at (713) 755-5743 or deborah_lasker@hctx.net

You must sign below in INK; failure to sign WILL disqualify the offer. All prices must be typewritten or written
in ink.

                                   Total Amount of Proposal $

Company Name:

Company Address:

City, State, Zip Code:

Taxpayer Identification Number (T.I.N.):

Telephone No. :                       FAX No.:                             e-mail:

Print Name:

Signature: _________________________________________________________________________

DVL/dlm

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                                                     TABLE OF CONTENTS

Items checked below represent components which comprise this bid/proposal package. If the item IS NOT checked, it is NOT
APPLICABLE to this bid/proposal. Offerors are asked to review the package to be sure that all applicable parts are included. If any
portion of the package is missing, notify the Purchasing Department immediately.

It is the Offeror's responsibility to be thoroughly familiar with all Requirements and Specifications. Be sure you understand the following
before you return your bid packet.
__X__ 1.             Cover Sheet
                     Your company name, address, the total amount of the bid/proposal, and your signature (IN INK) should appear on this
                     page.

__X__ 2.          Table of Contents
                  This page is the Table of Contents.

__X__ 3.          General Requirements
                  You should be familiar with all of the General Requirements.

__X__ 4.          Special Requirements/Instructions
                  This section provides information you must know in order to make an offer properly.

__X__ 5.          Specifications
                  This section contains the detailed description of the product/service sought by the County.

__X__ 6.          Pricing/Delivery Information
                  This form is used to solicit exact pricing of goods/services and delivery costs.

__X__ 7.          Attachments
                  __X__ a.           Residence Certification/Tax Form
                                     Be sure to complete this form and return with packet.

                  _____    b.        Bid Guaranty & Performance Bond Information & Requirements
                                     This form applies only to certain bids/proposals. All public work contracts over $25,000 require a
                                     Payment Bond and over $100,000 must also have a Performance Bond, in a form approved by the
                                     County. Please read carefully and fill out completely.

                  _____    c.        Bid Check Return Authorization Form
                                     This form applies only to certain bids/proposals. Please read carefully and fill out completely.

                  _____    d.        Vehicle Delivery Instructions
                                     Included only when purchasing vehicles.

                  ___X_ e.           Minimum Insurance Requirements
                                     (Included in specific requirements when applicable (does not supersede ―Hold Harmless‖ section of
                                     General Requirements).

                  _____    f.        Worker’s Compensation Insurance Coverage Rule 110.110
                                     This requirement is applicable for a building or construction contract.

                  _____    g.        Financial Statement
                                     When this information is required, you must use this form.

                  _____    h.        Reference Sheet
                                     When this information is required, you must use this sheet.

                  _____    i.        Other
                                     From time to time other attachments may be included.
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                                                 GENERAL REQUIREMENTS FOR PROPOSALS

READ THIS ENTIRE DOCUMENT CAREFULLY. FOLLOW ALL INSTRUCTIONS. YOU ARE RESPONSIBLE FOR FULFILLING ALL
REQUIREMENTS AND SPECIFICATIONS. BE SURE YOU UNDERSTAND THEM.

General Requirements apply to all advertised requests for proposals; however, these may be superseded, whole or in part, by the SPECIAL
REQUIREMENTS/INSTRUCTIONS OTHER DATA CONTAINED HEREIN. Review the Table of Contents. Be sure your proposal package is
complete.

ACCESS TO RECORDS
In special circumstances, vendor may be required to allow duly authorized representatives of Harris County, the Harris County Hospital District or the
state and federal government access to contracts, books, documents, and records necessary to verify the nature and extent of the cost of services
provided by vendor.

ADDENDA
When specifications are revised, the Harris County Purchasing Agent will issue an addendum addressing the nature of the change. Offerors must sign it
and include it in the returned proposal package.

ASSIGNMENT
The successful offeror may not assign, sell or otherwise transfer this contract without written permission of Harris County Commissioners Court.

AWARD
Harris County reserves the right to award this contract on the basis of LOWEST AND BEST OFFER in accordance with the laws of the State of Texas, to
waive any formality or irregularity, to make awards to more than one offeror, to reject any or all proposals. In the event the lowest dollar offeror meeting
specifications is not awarded a contract, the offeror may appear before the Commissioners Court, Hospital District Board of Managers, Community
Supervision & Corrections Department Board, the Juvenile Board or other applicable governing body and present evidence concerning his responsibility
after officially notifying the Office of the Purchasing Agent of his intent to appear.

BONDS
If this proposal requires submission of proposal guarantee and performance bond, there will be a separate page explaining those requirements. Offers
submitted without the required proposal bond or Cashier's Check are not acceptable.

CONTRACT OBLIGATION
Harris County Commissioners Court must award the contract and the County Judge or other person authorized by the Harris County Commissioners Court
must sign the contract before it becomes binding on Harris County or the offeror. Department heads are NOT authorized to sign agreements for Harris
County. Binding agreements shall remain in effect until all products and/or services covered by this purchase have been satisfactorily delivered and
accepted.

CONTRACT RENEWALS
Renewals may be made ONLY by written agreement between Harris County and the offeror. Any price escalations are limited to those stated by the offeror
in the original proposal.

DIGITAL FORMAT
If offeror obtained the proposal specifications in digital format in order to prepare a response, the proposal must be submitted in hard copy according
to the instructions contained in this proposal package. If, in its proposal response, offeror makes any changes whatsoever to the County's published
proposal specifications, the County's proposal specifications as published shall control. Furthermore, if an alteration of any kind to the County's
published proposal specifications is only discovered after the contract is executed and is or is not being performed, the contract is subject to immediate
cancellation.

DISQUALIFICATION OF OFFEROR
Upon signing this proposal document, an offeror offering to sell supplies, materials, services, or equipment to Harris County certifies that the offeror
has not violated the antitrust laws of this state codified in §15.01, et seq., Business & Commerce Code, or the federal antitrust laws, and has not
communicated directly or indirectly the offer made to any competitor or any other person engaged in such line of business. Any or all proposals may
be rejected if the County believes that collusion exists among the offerors. Proposals in which the prices are obviously unbalanced may be rejected. If
multiple proposals are submitted by an offeror and after the proposals are opened, one of the proposals is withdrawn, the result will be that all of the
proposals submitted by that offeror will be withdrawn; however, nothing herein prohibits a vendor from submitting multiple offers for different
products or services.

E-MAIL ADDRESSES CONSENT
Vendor affirmatively consents to the disclosure of its e-mail addresses that are provided to Harris County, the Harris County Flood Control District, the
Harris County Hospital District including its HMO, the Harris County Appraisal District, or any agency of Harris County. This consent is intended to
comply with the requirements of the Texas Public Information Act, Tex. Gov’t Code Ann. §522.137, as amended, and shall survive termination of this
agreement. This consent shall apply to e-mail addresses provided by Vendor, its employees, officers, and agents acting on Vendor’s behalf and shall
apply to any e-mail address provided in any form for any reason whether related to this bid/proposal or otherwise.

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EVALUATION
Evaluation shall be used as a determinant as to which proposed items or services are the most efficient and/or most economical for the County. It shall be
based on all factors which have a bearing on price and performance of the items in the user environment. All proposals are subject to negotiations by the
Purchasing Agent and other appropriate departments, with recommendation to the appropriate governing body. Compliance with all requirements, delivery
and needs of the using department are considerations in evaluating proposals. Pricing is NOT the only criteria for making a recommendation. A
preliminary evaluation by Harris County will be held and appropriate proposals will be subjected to the negotiating process. Upon completion of the
negotiations, Harris County will make an award. All proposals that have been submitted shall be available and open for public inspection after the contract
is awarded except for trade secrets or confidential information contained in the proposals and identified as such.

FISCAL FUNDING
A multi-year lease or lease/purchase arrangement (if requested by the specifications), or any contract continuing as a result of an extension option, must
include fiscal funding out. If, for any reason, funds are not appropriated to continue the lease or contract, said lease or contract shall become null and void
on the last day of the current appropriation of funds. After expiration of the lease, leased equipment shall be removed by the contractor from the using
department without penalty of any kind or form to Harris County. All charges and physical activity related to delivery, installation, removal and redelivery
shall be the responsibility of the offeror.

GOVERNING FORMS
In the event of any conflict between the terms and provisions of these requirements and the specifications, the specifications shall govern. In the event of
any conflict of interpretation of any part of this overall document, Harris County's interpretation shall govern.

GOVERNING LAW
This request for proposals is governed by the competitive bidding requirements of the County Purchasing Act, Texas Local Government Code, §262.021 et
seq., as amended. Offerors shall comply with all applicable federal, state and local laws and regulations. Offeror is further advised that these requirements
shall be fully governed by the laws of the State of Texas and that Harris County may request and rely on advice, decisions and opinions of the Attorney
General of Texas and the County Attorney concerning any portion of these requirements.

GRANT FUNDING
Any contract entered into by the County that is to be paid from grant funds shall be limited to payment from the grant funding and the vendor/provider
understands that the County has not set aside any County funds for the payment of obligations under a grant contract. If grant funding should become
unavailable at any time for the continuation of services paid for by the grant, and further funding cannot be obtained for the contract, then the sole
recourse of the provider shall be to terminate any further services under the contract and the contract shall be null and void.

HIPAA COMPLIANCE
Offeror agrees to comply with the Standards for Privacy of Individually Identifiable Health Information of the Health Insurance Portability and
Accountability Act of 1996, PL 104-191, 45 CFR Parts 160-164, as amended, and the Texas Medical Records Privacy Act, Texas Health and Safety
Code Chapter 181, as amended, collectively referred to as "HIPAA", to the extent that the Offeror uses, discloses or has access to protected health
information as defined by HIPAA. Offeror may be required to enter a Business Associate Agreement pursuant to HIPAA.

HOLD HARMLESS AGREEMENT
Contractor, the successful offeror, shall indemnify and hold Harris County harmless from all claims for personal injury, death and/or property damage
resulting directly or indirectly from contractor's performance. Contractor shall procure and maintain, with respect to the subject matter of this proposal,
appropriate insurance coverage including, as a minimum, public liability and property damage with adequate limits to cover contractor's liability as may
arise directly or indirectly from work performed under terms of this proposal. Certification of such coverage must be provided to the County upon request.

INSPECTIONS & TESTING
Harris County reserves the right to inspect any item(s) or service location for compliance with specifications and requirements and needs of the using
department. If an offeror cannot furnish a sample of a bid item, where applicable, for review, or fails to satisfactorily show an ability to perform, the
County can reject the bid as inadequate.

INVOICES AND PAYMENTS
Offerors shall submit an original invoice on each purchase order or purchase release after each delivery, indicating the purchase order number.
Invoices must be itemized. Any invoice which cannot be verified by the contract price and/or is otherwise incorrect, will be returned to the offeror for
correction. Under term contracts, when multiple deliveries and/or services are required, the offeror may invoice following each delivery and the
County will pay on invoice. Contracts providing for a monthly charge will be billed and paid on a monthly basis only. Prior to any and all payments
made for goods and/or services provided under this contract, the offeror should provide his Taxpayer Identification Number or social security number
as applicable. This information must be on file with the Harris County Auditor’s office. Failure to provide this information may result in a delay in
payment and/or back-up withholding as required by the Internal Revenue Service.

MAINTENANCE
Maintenance required for equipment proposed should be available in Harris County by a manufacturer-authorized maintenance facility. Costs for this
service shall be shown on the Pricing/Delivery Information. If Harris County opts to include maintenance, it shall be so stated in the purchase order and
said cost will be included. Service will commence only upon expiration of applicable warranties and should be priced accordingly.

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MATERIAL SAFETY DATA SHEETS
Under the "Hazardous Communication Act", commonly known as the "Texas Right To Know Act", an offeror must provide to the County with each
delivery, material safety data sheets which are applicable to hazardous substances defined in the Act. Failure of the offeror to furnish this documentation
will be cause to reject any bid applying thereto.

NEW MILLENIUM COMPLIANCE
All products and/or services furnished as part of this contract must be compliant for the present year and forward. This applies to all computers
including hardware and software as well as all other commodities with date sensitive embedded chips.

POTENTIAL CONFLICTS OF INTEREST
An outside consultant or contractor is prohibited from submitting a proposal for services on a Harris County project of which the consultant or
contractor was a designer or other previous contributor, or was an affiliate, subsidiary, joint venturer or was in any other manner associated by
ownership to any party that was a designer or other previous contributor. If such a consultant or contractor submits a prohibited proposal, that
proposal shall be disqualified on the basis of conflict of interest, no matter when the conflict is discovered by Harris County.

PRICING
Prices for all goods and/or services shall be negotiated to a firm amount for the duration of this contract or as agreed to in terms of time frame. All prices
must be written in ink or typewritten. Where unit pricing and extended pricing differ, unit pricing prevails.

PROPOSAL COMPLETION
Fill out and return to Purchasing, ONE (1) complete proposal form in an appropriately sized envelope or box. PACKAGE MUST SHOW THE JOB
NUMBER, DESCRIPTION AND BE MARKED “SEALED PROPOSAL.” An authorized company representative should sign the Proposal Cover
Sheet. Completion of these forms is intended to verify that the offeror has submitted the proposal, is familiar with its contents and has submitted the
material in accordance with all requirements.

PROPOSAL RETURNS
Offerors must return all completed proposals to the office of the Harris County Purchasing Agent reception desk at 1001 Preston Avenue, Suite 670,
Houston, Texas before 2:00 P.M. LOCAL TIME IN HOUSTON, TEXAS on the date specified. Late proposals will not be accepted.

PURCHASE ORDER AND DELIVERY
The successful offeror shall not deliver products or provide services without a Harris County Purchase Order, signed by an authorized agent of the Harris
County Purchasing Agent. The fastest, most reasonable delivery time shall be indicated by the offeror in the proper place on the proposal document. Any
special information concerning delivery should also be included, on a separate sheet, if necessary. All items shall be shipped F.O.B. INSIDE DELIVERY
unless otherwise stated in the specifications. This shall be understood to include bringing merchandise to the appropriate room or place designated by the
using department. Every tender or delivery of goods must fully comply with all provisions of these requirements and the specifications including time,
delivery and quality. Nonconformance shall constitute a breach which must be rectified prior to expiration of the time for performance. Failure to rectify
within the performance period will be considered cause to reject future deliveries and cancellation of the contract by Harris County without prejudice to
other remedies provided by law. Where delivery times are critical, Harris County reserves the right to award accordingly.

RECYCLED MATERIALS
Harris County encourages the use of products made of recycled materials and shall give preference in purchasing to products made of recycled materials if
the products meet applicable specifications as to quantity and quality. Harris County will be the sole judge in determining product preference application.

SEVERABILITY
If any section, subsection, paragraph, sentence, clause, phrase or word of these requirements or the specifications shall be held invalid, such holding shall
not affect the remaining portions of these requirements and the specifications and it is hereby declared that such remaining portions would have been
included in these requirements and the specifications as though the invalid portion had been omitted.

SILENCE OF SPECIFICATIONS
The apparent silence of specifications as to any detail, or the apparent omission from it of a detailed description concerning any point, shall be regarded as
meaning that only the best commercial practice is to prevail and that only material and workmanship of the finest quality are to be used. All interpretations
of specifications shall be made on the basis of this statement. The items furnished under this contract shall be new, unused of the latest product in
production to commercial trade and shall be of the highest quality as to materials used and workmanship. Manufacturer furnishing these items shall be
experienced in design and construction of such items and shall be an established supplier of the item proposed.

SUPPLEMENTAL MATERIALS
Offerors are responsible for including all pertinent product data in the returned proposal package. Literature, brochures, data sheets, specification
information, completed forms requested as part of the proposal package and any other facts which may affect the evaluation and subsequent contract award
should be included. Materials such as legal documents and contractual agreements, which the offeror wishes to include as a condition of the proposal, must
also be in the returned proposal package. Failure to include all necessary and proper supplemental materials may be cause to reject the entire proposal.



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TAXES
Harris County is exempt from all federal excise, state and local taxes unless otherwise stated in this document. Harris County claims exemption from all
sales and/or use taxes under Texas Tax Code §151.309, as amended. Texas Limited Sales Tax Exemption Certificates will be furnished upon written
request to the Harris County Purchasing Agent.

TERM CONTRACTS
If the contract is intended to cover a specific time period, the term will be given in the specifications under SCOPE.

TERMINATION
Harris County reserves the right to terminate the contract for default if Seller breaches any of the terms therein, including warranties of offeror or if the
offeror becomes insolvent or commits acts of bankruptcy. Such right of termination is in addition to and not in lieu of any other remedies which Harris
County may have in law or equity. Default may be construed as, but not limited to, failure to deliver the proper goods and/or services within the proper
amount of time, and/or to properly perform any and all services required to Harris County's satisfaction and/or to meet all other obligations and
requirements. Harris County may terminate the contract without cause upon thirty (30) days written notice.

TESTING
Harris County reserves the right to test equipment, supplies, material and goods proposed for quality, compliance with specifications and ability to meet the
needs of the user. Demonstration units must be available for review. Should the goods or services fail to meet requirements and/or be unavailable for
evaluation, the offer is subject to rejection.

TITLE TRANSFER
Title and Risk of Loss of goods shall not pass to Harris County until Harris County actually receives and takes possession of the goods at the point or points
of delivery. Receiving times may vary with the using department. Generally, deliveries may be made between 8:30 a.m. and 4:00 p.m., Monday through
Friday. Offerors are advised to consult the using department for instructions. The place of delivery shall be shown under the "Special
Requirements/Instructions" section of this proposal and/or on the Purchase Order as a "Deliver To:" address.

WAIVER OF SUBROGATION
Offeror and offeror's insurance carrier waive any and all rights whatsoever with regard to subrogation against Harris County as an indirect party to any suit
arising out of personal or property damages resulting from offeror's performance under this agreement.

WARRANTIES
Offerors shall furnish all data pertinent to warranties or guarantees which may apply to items in the proposal. Offerors may not limit or exclude any implied
warranties. Offeror warrants that product sold to the County shall conform to the standards established by the U.S. Department of Labor under the
Occupational Safety and Health Act of 1970. In the event product does not conform to OSHA Standards, where applicable, Harris County may return the
product for correction or replacement at the offeror's expense. If offeror fails to make the appropriate correction within a reasonable time, Harris County
may correct at the offeror's expense.



                                                            VENDORS OWING TAXES
Pursuant to TX Local Government Code 262.0276, Harris County Commissioners Court has adopted a policy which requires that vendors’ taxes be
current as of the date bids/proposals are due. Bidders with delinquent taxes on the due date will not be eligible for award. Whether or not a vendor’s
taxes are delinquent will be determined by an independent review of the Tax Office records. Vendors who believe a delinquency is reflected in error
must contact the Tax Office to correct any errors or discrepancies prior to submitting their bid in order to ensure that their bid will be considered. Tax
records are available online at the Tax Office website—www.hctax.net. Prior to submitting a bid, vendors are encouraged to visit the Tax Office
website, set up a portfolio of their accounts and make their own initial determination of the status of their tax accounts. Furthermore, if, during the
performance of this contract, a vendor’s taxes become delinquent, Harris County reserves the right to provide notice to the Auditor or Treasurer
pursuant to Texas Local Government Code §154.045. This policy is effective for all bids due on or after May 1, 2004.




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                                SPECIAL REQUIREMENTS/INSTRUCTIONS

The following requirements and instructions supersede General Requirements where applicable.

A pre-proposal conference is scheduled for Monday, July 7, 2006 at 9:00 AM at the Harris County Purchasing
department, 1001 Preston Ave., Suite 670, Houston, Texas 77002. For directions, call 713-755-5743. All interested
bidders are advised to attend.

COMMUNICATION WITH HARRIS COUNTY

Any and all questions regarding the preparation of a response to this RFP, including clarification of the
information or instructions contained therein or questions resulting from the pre-proposal conference,
must be received in the Office of the Purchasing Agent no later than August 4, 2006. Subsequently, a
response to all questions received during this period will be issued as an addendum via fax to all vendors.
Questions should be submitted via email to Debbie Lasker at: deborah_lasker@hctx.net

TRANSMITTAL LETTER

Responses must include a transmittal letter which must be typed on vendor’s 8 ½ X 11‖ stationery and must
include the following:

1. Identity of the organization submitting the proposal.

2. Name, title, phone, fax and email address of the person or persons authorized to contractually obligate your
   organization with this proposal and in future negotiations.

3. Names, titles, phone numbers, fax numbers, and email addresses of the persons to be contacted for
   clarifications.

4. Table of Contents or a detailed list reflecting the order or organization of the proposal.

5. Indicate acceptance to the general requirements and contract terms as described within this Request for
   Proposal (RFP).

6. Acknowledge receipt of all amendments to this RFP.

A person who is authorized to contractually obligate the vendor in a contract offer must sign the letter.

PROPOSAL REQUIREMENT

Each bidder should submit as a proposal this entire proposal document, completed where necessary, for example, the
RFP cover sheet, the Price Sheet, Residence Certification, etc. per VENDOR INSTRUCTIONS. Use the envelope
provided with the RFP, or a comparable envelope or box, clearly indicating on the outside the Job Number, Job
Description and marked "SEALED PROPOSAL". Harris County shall not be responsible for any effort or cost
expended in the preparation of a response to this job.

VENDOR INSTRUCTIONS

Carefully review the components of this RFP as listed in the Table of Contents. Include with your proposal all
required forms, completed and signed as necessary. Reponses to this request for proposal shall be formatted as
follows:



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All proposals must be typed on standard 8 ½‖ X 11‖ paper, indexed and placed in a binder or folder.
PROPOSERS SHOULD INCLUDE ONE (1) ORIGINAL AND EIGHT (8) COPIES OF THE RESPONSE
sealed in an envelope or box for delivery to the Harris County Purchasing Agent per instructions in the general
requirements (Proposal Completion and Proposal Return). All documents included in the proposal and the
outside of the envelope and/or box must be labeled with the vendor’s name and the job number that corresponds
to this RFP.

Each proposal shall be organized to conform to the RFP paragraph by paragraph to each section in the
RFP. Vendor should provide a response for each and every question listed in the specifications/scope
portion of the RFP. The vendor should follow the proposal sequence and format, stating the section or
requirement followed by the response. Other materials, which may improve the quality of the response,
should be included as items attached in a separate index.

If applicable, responses must reference vendor supplied technical material or provide a detailed technical
description to substantiate the response. References must be specific, i.e., page, paragraph, and line number.
Failure to substantiate responses may be sufficient reason to eliminate any bid as non-responsive.

The vendor should carefully consider responses, as they are critical to the evaluation process. Evaluation will
consider the adequacy and completeness of responses. While Harris County appreciates a brief straightforward
concise reply, the vendor must fully understand that the evaluation is based on the information provided. Merely
stating an understanding of or compliance with the specification is not adequate.

Accuracy and completeness are essential. Omissions and ambiguous or equivocal statements may be construed
against the vendor. The proposal response may be incorporated into a contract resulting from this RFP. Vendors
are cautioned not to make claims or statements, which they are not prepared to commit to contractually. Failure
by the vendor to meet such claims may result in a requirement that the vendor provide resources necessary to
meet submitted claims.

The vendor is expected to examine all documents, forms, specifications, and all instructions. Failure to do so will
be at vendor’s risk.

Harris County will not be liable for any costs incurred by the vendor in preparing a response to this RFP.
Vendors submit proposals at their own risk and expense. Harris County makes no guarantee that any software,
equipment or services will be purchased as a result of this request for proposal, and reserves the right to reject any
and all proposals. All proposals and their accompanying documentation will become the property of Harris
County. All proposals are open to negotiation.

All documents will be held by the County and are NOT subject to public view until an award is made. When an
award is made, proposals are subject to review under the ―Open Records Act.‖ To the extent permitted by law,
vendors may request in writing non-disclosure of confidential data. Such data shall accompany the proposal, be
readily separable from the proposal and shall be CLEARLY MARKED ―CONFIDENTIAL.‖

All correspondence relating to this RFP, from advertisement to award, shall be sent to the Harris County
Purchasing Department. Deviations from this requirement may cause the cancellation of this RFP process
and/or disqualification of vendor’s proposal.

All information provided to vendor for the purpose of submitting a proposal in response to this RFP is
confidential, and is and will remain the property of Harris County and will not be used by vendor for any other
purposes.

This RFP in no manner obligates Harris County to the purchase of any service described, implied or which may
be proposed, until confirmed by a written contract and/or purchase order. Progress toward this end is solely at the
discretion of Harris County and may be terminated at any time prior to signing of a contract.

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LEGAL DOCUMENTS

Vendor must submit any agreements for services, etc. which may be required by their organization to enter into a
contract with Harris County. These agreements must be completed, executed by vendor’s authorized
representative and submitted with the returned proposal, and are subject to review and amendment by the Harris
County Attorney’s Office and to approval by Commissioners’ Court.

CHANGES TO CONTRACT

Due to the nature and scope of the work required, it may be necessary to increase, decrease, or otherwise modify
the scope of the effort or terms of the agreement. Therefore, Harris County may request, from time to time,
revisions in order to adjust its needs. Modifications require approval by Harris County Commissioners’ Court.

EVALUATION PROCESS

All proposals are open to negotiation until a contract is executed.

An evaluation committee will examine all proposals.

Proposals that do not conform to the instructions given or which do not address all the questions and/or services
specified may be eliminated from consideration. Harris County, however, reserves the right to accept such a
proposal if it is determined to be in the County’s best interest to do so.

Harris County may initiate discussions with vendors. Proposals will be accepted during this period but only from
vendors who responded to the original request. Vendors may not initiate discussions. Harris County expects to
conduct discussions with vendor personnel who are authorized to contractually obligate the vendor with an offer.

Vendors may be required to make presentations to the evaluation committee. The presentation should address the
vendor’s capabilities and qualifications. The Harris County Purchasing Department shall coordinate all
presentations and/or meetings (if needed) between Harris County and the vendor relating to this RFP. Vendor
presentations may develop into negotiating sessions concerning the contract terms; however, Harris County
reserves the right to terminate contract negotiations with that vendor and initiate negotiations with another
vendor.

The authorized agent of the vendor attending meetings with representatives of Harris County, relating to this RFP,
shall be responsible for all vendor’s offers, proposals, commitments and representations made regarding this RFP.

Harris County will not be obligated to the vendor for hardware, software, and/or services until completion of a
signed contract as approved by Commissioners’ Court.

EVALUATION CRITERIA

Award of the contract shall be made to the responsible vendor, whose proposal is determined to be the best-
evaluated offer resulting from negotiations, taking into consideration the following and other factors set forth in
the RFP. It is anticipated that these items are listed in order of relative importance:

   Proposed services will meet need of user department

   Demonstrated ability to provide the required services

   Proposer’s qualifications

   Experience with clients of similar size and structure to the user department


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   References

   Cost-initial costs and maintenance renewal costs

   Compliance with instructions and specifications

   Financial stability

   Completed questionnaire (if required) and agreement of all County terms and conditions

In addition to any rights or remedies detailed in the General Requirements of this RFP, authorized representatives
of Harris County may contact any vendor, company or individual at any time during the proposal process in order
to clarify, verify, or request information, or to negotiate regarding the contents of any proposal. Harris County
also reserves the right to visit any vendor’s site at any time during the proposal process for the purposes of
evaluating components of the proposal.

Harris County reserves the right to contract with the vendor best meeting the needs and requirements of Harris
County and may use reference and site visit information to make judgments directly affecting the award of this
contract.

No award or acquisition can be made until Commissioners’ Court approves such action.

Harris County will not be obligated to the vendor for services until completion of a signed contract is approved by
the Commissioners Court and issuance of a purchase order.

Submission of proposal implies the vendor’s acceptance of the evaluation criteria and vendor recognition that
subjective judgments must be made by the evaluation committee.

AGREEMENT

All vendors agree to sign a contract with Harris County for referenced services within the time frames indicated.
Any supplemental agreement proposed by the bidder must accompany this proposal and is subject to the approval
of the County Attorney.

PAYMENT

Payments will be made as follows:

33% upon delivery and installation of software
33% upon successful implementation
34% upon successful acceptance (see Acceptance Criteria below)

Definitions of these milestones will be at the sole discretion of the user department representatives.



ACCEPTANCE CRITERIA

The evaluation committee may require completion of an acceptance test after the installation of the proposed
software/hardware. The acceptance test will involve the achievement of the Central Technology Center (CTC)
standard availability and performance goals during a period of thirty (30) consecutive calendar days.

Availability on all proposed software must be at least 99.0% during the period, with availability defined as follows:

                                                                                                      Page 10 of 31
       Availability            =               100 * (SMO-DT) / SMO

       where SMO               =               the total scheduled minutes of operation for the
                                               software during the period

       and where DT            =               the total minutes during the period when the
                                               software is scheduled to be in operation but is not,
                                               due to a failure of the software/hardware.

The acceptance test will start on the date that Harris County receives a written notice from the vendor that the
software/hardware is installed and ready for production usage. If the software does not achieve availability during
the first thirty (30) days following the installation date, the acceptance test will continue on a day-to-day basis until
availability is achieved for thirty (30) consecutive calendar days.

For the acceptance test, vendor is required to supply all software/hardware required to produce resource management
reports.

Harris County will notify the vendor in writing of the completion of the acceptance test. The County may withhold
release of any requested contract performance bond (if bond is required) until completion of the acceptance test, and
may make failure to complete the acceptance test within ninety (90) days of the installation date grounds for the
termination of the software/hardware contract and/or for claims for liquidation damages guaranteed by the contract
performance bond.

In order to verify software/hardware capability claims, the County reserves the right to perform a benchmark test on
any and all software/hardware proposed. Details of the benchmark requirements will be given, if and when the
benchmark is requested.

RENEWAL OPTIONS

Harris County may consider renewal options for three, one-year periods, based on the same terms, conditions and
pricing as the original year. Once renewals are exhausted, the contract must be rebid. If a bidder does not wish to
consider a renewal, write ―N.A.‖ in the space provided for the year indicated on the pricing sheet.

REFERENCES

Include at least three (3) references of similar size of Harris County for whom you have supplied software of this
nature.




                                                 SPECIFICATIONS

 Business Intelligence Reporting Software for the Harris County Auditor

Scope: The Harris County Auditor’s Office is accepting proposals for a software solution that will provide
business intelligence and financial reporting capabilities. The primary data to be accessed will be from the
County’s financial system (IFAS). IFAS data is maintained in an Informix database. Initial deployment of the
selected product will be within the County Auditor’s Office and the Budget Office. However, it is contemplated


                                                                                                        Page 11 of 31
that the business intelligence and analytical capabilities will eventually be made available to other departments
throughout the County.

Operating Environment

P-Series 670-7040/Production Database Server

Operating System-AIX 5.1.6
Processors-11
Memory-16gb
Paging space-20.4gb
Disk Space-1.2 total disk space
Users-500
Database-Informix 9.4.0 UC4
Openlink 3.2

P-Series 650 7038-Development, Quality Assurance, HFS Development Server

Processors-2
Memory-4.1gb
Disk Space-760.2gb
Users-20
Applications:
    IFAS 7.3.4
    COBOL 2.2.00 SP1
    Informix 9.4.0 UC4
    Openlink 3.2

Quality Assurance Server
Operating System – AIX 5.1.6
Processors-2
Memory-4gb
Paging space-5.3gb
Disk Space-.3tb, 106gb
Users-20
Applications :
    IFAS 7.3.4
    COBOL 2.2.00 SP1
    Informix 9.4.0 UC4
    Openlink 3.2




                                                                                                    Page 12 of 31
HFS Server
Operating System – AIX 5.1.6
Processors-2
Memory-4gb
Paging space-5.3gb
Disk Space-992.4gb
Users-20
Applications :
    IFAS 7.3.4
    COBOL 2.2.00 SP1
    Informix 9.4.0 UC4
    Openlink 3.2

Coldcase Server
Operating Systems – AIX 5.1.6

P-Series 650 7038 Application, Training, Tivoli Storage Manager

Application Server
Operating System – AIX 5.1.6
Processors-4
Memory-8gb
Paging space-10.4gb
Disk Space-246gb
Users-500
Applications :
    IFAS 7.3.4
    COBOL 2.2.00 SP1

Training Server
Operating System – AIX 5.1.6
Processors-2
Memory-4gb
Paging space-20.4gb
Disk Space-1.2tb
Users-20
Applications :
    IFAS 7.3.4
    COBOL 2.2.00 SP1
    Informix 9.4.0 UC4
    Openlink 3.2




                                                                  Page 13 of 31
Tivoli Storage Manager Server
Operating System – AIX 5.1.6
Processors-1
Memory-3gb
Paging space-4.6gb
Disk Space-350gb total
Users-0
Applications :
            Tivoli Storage Manager 5.2

Requirements: The software package must be able to interact primarily with a data warehouse replicated from an
Informix database, provide capability for non-programming staff to readily design analytical and management
reports, and be able to produce large financial reports in an automated fashion.

The software package needs to be capable of producing large (200 to 600 page) reports for printing with data
extracted from Excel, Access, SQL, IFAS, SharePoint, and other sources. An example large report that will need
to be generated is the County’s annual Comprehensive Annual Report (CAFR) which can be viewed on the
County Auditor’s Section of the Harris County website (www.co.harris.tx.us/auditor/index.htm).

The software needs to provide business intelligence and dashboard capabilities. End users need analytical and
management reports that can be designed by non-programming staff. These reports, as well as dashboards, need
to provide professionals and managers with information in tabular, graphical, color-coded, and other formats, to
assist with monitoring activities and decision making.

For each question in 1-5, explain how your product performs the function. Do not merely answer ―yes‖. A
response without an explanation will be treated as an answer of ―no‖. No exceptions.

   1. PRODUCTION OF LARGE REPORTS

   2. Describe automatic features of your product related to generating a Table of Contents and an index.
   3. Can your product automatically add page numbers to reports? Can the page numbers be started at some
       number other than 1 (e.g., page numbering begins with 5)?
   4. Describe how your product provides a consistent style and look to the complete report. Assume the report
       contains numerous imbedded graphs, charts and tables.
   5. Describe your product’s flexibility related to fonts and print size.
   6. Describe how numbers in text can be tied to source data.
   7. Does your product support report pages that have spreadsheet-like formatting, including automatic
       generation of sums and percentages?
   8. Does your product support the mixture of portrait and landscape formatted pages within the same report?
       How does this affect page numbering?
   9. Does your product support the presentation of large tables on facing report pages?
   10. Describe how report data can be edited. What security features restrict the ability to perform such edits?
       Describe any audit trails to identify who made changes?
   11. Describe your product’s capability to utilize and control digital signatures.
   12. Please provide a copy of large financial report produced using your product, preferably with features
       similar to the Harris County CAFR.




                                                                                                  Page 14 of 31
2. USER-RELATED

  1. Can rows or sections of a generated report be suppressed or hid (e.g., can rows be automatically
      suppressed if all data points are zero)?
  2. Can unequal data ranges be defined (e.g., 0-500, 500-2,500, 2,500-10,000) for reporting?
  3. Can summary and detail information be displayed on the same report?
  4. Can your product calculate and display percentage values of a grand total?
  5. Can your product calculate and display percentage changes between values in the same row but different
      column?
  6. Can your product automatically generate row numbers?
  7. Can your product provide gridlines, both on the screen and in printed reports?
  8. Describe the suite of built-in functions included in your software (e.g., generation of current date, logical
      operators).
  9. Describe how custom calculations can be generated and saved.
  10. Describe how tabular information can be converted to graphs. Can the end-user toggle back and forth
      between a tabular and graphical view?
  11. Describe how end-users can move columns in a report.
  12. Describe how end-users can resize columns and rows.
  13. Describe how end-users can change column descriptions (labels).
  14. Describe how end-users can sort data in ascending or descending order.
  15. Describe how your product supports multi-dimensional analysis (i.e., the ability to slice and dice data).
  16. Describe your products drill-down capabilities.
  17. Describe the types of graphical views your product supports (e.g., line graphs, bar charts, pie charts). Can
      graphs be resized? Can legends, axis labels, fonts, and color schemes be added or modified?
  18. Can end users drill down directly from a graphical display (e.g., click on a wedge of a pie chart to obtain
      more detailed information)?
  19. Can data for two or more organizational units be easily aggregated for presentation purposes?
  20. Can non-data objects be added to reports? Text? Graphs? Hyperlinks? Audio? Videos? If yes, how this is
      accomplished?
  21. Is the ability to create dashboards built into the reporting tool? Is it incorporated into a separate module?
  22. Describe how trend information can be displayed on a dashboard.
  23. Can the end-user drill through from the dashboard to more detailed reports?
  24. Please provide several examples of dashboard layouts developed using your product.
  25. Can report templates be created and reused? If yes, describe how this is done and how the templates can
      be secured.
  26. Can end-users preview a report by limiting output to the certain number of rows (e.g., the first 50 rows)?
  27. How does your product schedule the production and distribution of reports?
  28. Can data elements be automatically highlighted based on user-defined criteria (e.g., color a value yellow if
      percentage change between columns exceeds 10%)?
  29. Does your product allow different sections of a report to be sent to different users (i.e., bursting
      functionality)?
  30. Describe any statistical analysis functions that your product supports (e.g., linear regression, averages).
  31. Describe how your product can be used to perform what-if analyses.
  32. What data export formats does your product support (e.g., Excel, HTML)?
  33. What data import formats does your product support (e.g., Excel, HTML)?
  34. What is the client side interface (e.g. Excel, the web)?
  35. Are there different interfaces for novice users and power users?

3. SYSTEM AND SECURITY


                                                                                                   Page 15 of 31
  1. Please describe your products platform and system requirements.
  2. What are the system requirements for end-users?
  3. Please describe the overall architecture of your product.
  4. Please describe the steps involved in installing your product.
  5. Are third-party products required? If yes, list products and supported versions.
  6. Please describe security features of your product.
  7. Describe how a new user is added.
  8. Describe how a user’s access is terminated.
  9. Can user classes be created? If yes, describe how a new user class is created.
  10. Can user access be restricted at the individual data element level?
  11. Does your product use existing enterprise security to restrict access to data?
  12. Does your product use or incorporate encryption functionality for data? If yes, please describe.
  13. Are passwords encrypted?
  14. How is performance measured within your product? How are these measures available to product
      administrators?
  15. Does your product support the use of upper-bound time limits on how long a query is allowed to execute?
      If yes, how are these limits established and changed?
  16. How does your product handle a division-by-zero operation?
  17. Besides Informix, what other databases has your product successfully interacted with?

4. TRAINING AND HELP

  1. Please describe training provided to new customers. Provide course outlines for any formal sessions.
  2. Is training provided onsite? Locally?
  3. Are tutorials or other training aides provided?
  4. Please describe online help available to users and administrators, including available hours and escalation
     procedures.
  5. Are certification programs available for your product?
  6. Is a toll free number available for further assistance? If yes, what are the hours of operation and how much
     time is available at no additional cost other that the annual maintenance fee?

5. COMPANY SPECIFIC

  1. Please list other governmental clients with similarities to Harris County and how they use your product.
  2. Please list at least five (5) clients that you have done business with in the past year. For each reference,
     include the organization’s name, mailing address, contact name, telephone number, number of years as a
     customer, and a brief description of type of products and/or services provided.
  3. Please include a company profile including the nature of your business and primary business focus and the
     percentage of business that comes from business intelligence and reporting software products. Explain
     what makes your company –not your product- different from your competitors.
  4. How many people are employed by your company?
  5. Does your company have user groups?
  6. Would your company ―partner’ with another company to implement your software at Harris County? If
     yes, describe the ―partner company‖ and their experience working with governmental organizations
     similar to Harris County.
  7. List personnel that would be assigned to the project, including their academic backgrounds and prior
     relevant experience.

  8. Please outline your proposed implementation plan, showing phases, timetable and the conditions that must
     be met before proceeding with the next step.


                                                                                                 Page 16 of 31
  9. Describe your software licensing model. Is it a perpetual licensing model with optional annual support
      and maintenance costs, or some other licensing structure?
  10. Describe how your product is priced. Is the pricing dependant on the number of users?
  11. Does your product consist of various modules? Which modules are included in your bid price? What
      other modules are available and what is their price?
  12. What are the initial one-time costs associated with implementation? Include costs associated with any
      third-party products that need to be purchased.
  13. What fixed and variable costs will be incurred after implementation, including annual maintenance and
      support.
  14. How often are software upgrades available?

6. TECHNICAL

  1. Analytic Engine Attributes and Operations
  2. Does the solution support 2-tier computing?
  3. Does the solution support n-Tier computing?
  4. Does the solution provide multi-tier processing capabilities?
  5. Does the solution support the processing of information from an Application Server?
  6. Does the solution support the processing of information from client machines?
  7. Does the solution include an analytical engine that is a distinct component of the Web-BI solution?
  8. Can the engine access multiple source databases simultaneously?
  9. Can the engine access non-relational databases?
  10. Can the engine access hierarchical databases?
  11. Can the engine access a Web Services as a data source?
  12. Can the engine itself be accessed by other programs as a Web Service?
  13. Can the engine join information residing on different database management systems?
  14. Can the engine access MODEL 204 database?
  15. Does the engine have the ability to process operations to be performed on different platforms? Linux, UNIX,
      Windows, mainframe, iSeries, USS, etc?
  16. Can the results of those remote queries be combined into a report result?
  17. Does the provided metadata efficiently translate user queries into multidimensional cubes/views
      transparently?
  18. Graphical User Interface (GUI) for Metadata Management
  19. Can the relation ships residing in the metadata be defined and administered using a Graphic User Interface
      (GUI)? Is the tool Web-based or Client/Server?
  20. Can the development of the business model be performed via an intuitive graphical user interface?
  21. Please provide a list of databases your solution can natively access (non-ODBC).

6. REPORTING

     1. Does the solution contain a web-based ad-hoc reporting tool?
     2. Does the solution offer both web-based and GUI client based interface?
     3. Does the web-based interface require plug-ins or ActiveX controls?
     4. Does the web-based interface support capabilities for creating textual
     5. (tabular) reports?
     6. Does the web-based interface support capabilities for creating graphical
     7. reports?
     8. Does the web-based interface support capabilities for creating cross-tab
     9. reports?
     10. Does the web-based interface support capabilities for creating label
     11. reports?

                                                                                                 Page 17 of 31
12. Does the web-based interface support capabilities for creating hybrid
13. versions of the types of reports above?
14. Does the web-based interface support the automated ability to create a
15. Table of Contents for a report?
16. Does the web-based interface support an interface that allows users to
17. edit the SQL or native query code generated to run a report?
18. Is the web-based report builder able to execute joins of tables from the
19. same database?
20. Is the web-based report builder able to execute joins of tables from different databases?
21. Does the product shield users from multidimensional/relational database concepts?
22. Does the web-based interface support any query or scripting language to enhance the performance of
    the database?
23. What query or scripting language does the tool use?
24. Can the data items reside in multiple locations throughout the business enterprise using the same
    names?
25. Can end-user ad-hoc queries be governed by the central administration? (limit number of rows
    retrieved, prevent Cartesian Joins, etc.)
26. Does the tool provide a testing facility to verify that joins are set up properly?
27. Are there restrictions on the target for a drilldown? (i.e. must the drilldown be to a prepared report?)
28. Can dynamic values be passed through with the drilldown?
29. Can users create their own custom calculations?
30. How many different graph types are supported?
31. Is drilldown available on Graphs? What is the process for applying drilldowns on graphs?
32. Can the output contain a graph and tabular data in the same report?
33. Can users change column descriptions (titles)?
34. Can users move columns on a report with ease?
35. Can users add columns to complete reports?
36. Can columns and rows be resized?
37. Can values be inserted in a header and footer?
38. Can calculations be performed in the header and footer?

39. Can results be exported into other file formats such as Excel, Lotus, dBase, MS Access, PDF, etc.?
40. Are cross tab, nested cross tab and free form reports available?
41. Can exception highlighting be applied to the report results?
42. Does the user have a choice of output formats each time a report is generated?
43. Is the solution capable of generating complex financial reports such as balance sheets, income
    statements and profit & loss reports without requiring hand coding? (using GUI tool only)
44. How is a saved report viewed? Does it require a viewer?
45. Does the tool have a method for saving report output for later use? Can those report results be shared?
46. Can the tool automatically update reports? Can those updates be scheduled?
47. Can the tool perform database updates (add/change/delete records)?
48. Is the web-based report builder able to execute Inner Joins?
49. Is the web-based report builder able to execute Outer Joins?
50. Is the web-based report builder able to execute Cartesian Joins?
51. Is the web-based report builder able to intelligently suggest potential joins?
52. Does the report builder provide a pick-list for selecting table fields to be included in a report?
53. Can fields be selected via drag and drop for inclusion in a report?
54. Can fields from multiple tables be combined into a single list for inclusion in a report?
55. Can fields from multiple disparate databases be presented in a single report?
56. Can the order of fields be toggled within the list of fields selected for inclusion in a report?


                                                                                              Page 18 of 31
 57. Can the name of a field be changed in a report without changing the name of the field in the source
     database?
 58. Can the content of a report be previewed while fields are being selected (to sample the data without
     compiling the entire report)?
 59. Can columns in a report be hidden?
 60. Does the report builder support the generation of calculated fields?
 61. Can calculated fields be used in any part or section of a report?
 62. Can calculated fields be based on fields NOT in the report?
 63. Can a calculated field be based on another calculated field?
 64. Does the report builder provide a point and click editor that allows for a calculation to
     be built by selecting predefined mathematic and computational functions?
 65. Does the calculation editor allow users to manually edit the syntax of a calculation?
 66. Does the calculation editor flag errors in the syntax of a calculation?
 67. Can data in a report be organized based on grouping fields in the report?
 68. Can data in a report be organized based on grouping fields not in the report?
 69. Can calculated fields be grouped with other fields?
 70. Can grand totals be calculated vertically to sum the values of specific columns (across rows)?
 71. Can grand totals be calculated horizontally to sum the values of specific rows (across columns)?
 72. Can sub-totals for groups be calculated in a report?

  73. Can sub-totals for sub-groups be calculated in a report?
  74. Can sub-totals be displayed as percentages of group totals?
  75. Can sub-totals be displayed as percentages of grand totals?
  76. Can sub-totals be calculated vertically to sum the values of specific columns (across rows)?
  77. Can sub-totals be calculated horizontally to sum the values of specific rows (across columns)?
  78. Can graphics be placed in any section of a report?
  79. Can graphics be selectively resized in a report?
  80. Can hyperlinks to other reports be inserted into a report?
  81. Can hyperlinks to web sites be inserted into a report?
  82. Can hyperlinks to external files be inserted into a report?
  83. Can hyperlinks to an e-mail address be inserted into a report?
  84. Can charts and graphs be generated based on overall summary values in a report?
  85. Can charts and graphs be generated based on group summary values in a report?
  86. Can charts and graphs be placed in any part or section of a report?
  87. Can charts and graphs be selectively resized in a report?
  88. Can multiple charts and graphs be added to a report?
  89. Does the report builder offer default formats for numeric values (e.g. currency, phone number,
      scientific) in a report field?
  90. Can web-based users modify the format of numeric values in a report field?
  91. Can web-based users specify the number of units places for decimal values in a report field?
  92. Can parentheses be specified to indicate negative numbers in a report?
  93. Can web-based users modify the format of dates in a report?
  94. Can web-based users adjust the horizontal alignment of values in a report field?
  95. Can web-based users apply word wrapping to values in a report field?
  96. Can web-based users define the layout of borders for a report field?
  97. Can web-based users define the line style of borders for a report field?
  98. Does the layout interface automatically align objects such as fields, graphics, labels, etc.?
99. Does the layout interface allow web-based users to manually modify the alignment of report objects?
100. Does the report layout interface allow web-based users to adjust the placement of fields via drag and
      drop?
101. Can page breaks be inserted into a report?

                                                                                             Page 19 of 31
102. Can column breaks be inserted into a report?
103. Can section breaks be inserted into a report?
104. Can web-based users define the background color of a report?
105. Can web-based users define the background shade of a report?
106. Can web-based users define the background pattern of a report?
107. Can the layout of a report be previewed while objects are being modified (to sample the data without
     compiling the entire report)?
108. Does the web-based interface support incorporating headers and footers into a report layout?

109.   Does the web-based interface support inserting graphics into report headers and footers?
110.   Does the web-based interface support inserting pagination fields into report headers and footers?
111.   Does the web-based interface support inserting time/date fields into report headers and footers?
112.   Does the web-based interface support inserting User-ID fields into report headers and footers?
113.   Does the web-based interface support inserting into report headers and footers calculated fields with
       data derived from within the group, page, or area to which the header or footer applies?
114.   When formatting reports in the web-based interface, does the solution ensure that headers are grouped
       with the pertinent data (i.e., if the data is moved, the header will follow the data automatically)?
115.   From the web-based interface, can parameters fields be defined for a report?
116.   From the web-based interface, can prompts be created that alert users to enter parameters when
       running a report?
117.   From the web-based interface, can parameters be defined to accept discrete values?
118.   From the web-based interface, can parameters be defined to accept a range of values?
119.   From the web-based interface, can parameters be defined to accept both a discrete set or a range of
       values?
120.   From the web-based interface, can parameters be defined to filter and accept only certain types of
       values (e.g. string, numeric)?
121.   From the web-based interface, can parameters be defined to filter and accept only a limited length of
       values?
122.   From the web-based interface, can parameters be defined to present a pick-list of values to users?
123.   From the web-based interface, can parameters be defined with default values?
124.   From the web-based interface, can parameters be defined that allow users to edit default values?
125.   From the web-based interface, can parameters be defined that allow users to enter or select more than
       one value?
126.   From the web-based interface, can parameters be defined that allow users to specify "wild card" values
       by entering partial keywords or character strings?
127.   From the web-based interface, can parameters be defined to conditionally hide report sections or
       fields?
128.   From the web-based interface, does the solution enable users to create report filters for exception
       reporting?
129.   From the web-based interface, can criteria be set to highlight data values above or below a specified
       value?
130.   From the web-based interface, does the solution enable users to define color-coding formats for
       exception reporting?
131.   From the web-based interface, does the solution enable users to configure the system to proactively
       monitor data sources and alert users to the existence of certain conditions?
132.   From the web-based interface, can runtime breakpoints be set for a report?

133. From the web-based interface, can users monitor the status of a report in progress?
134. Does the solution allow web-based administrators to cancel reports in progress?
135. Can a web-based user continue to modify a report while an instance of the report is executing in the
     background?

                                                                                             Page 20 of 31
136. From the web-based interface, does the solution provide the ability to copy a report or template and
     save to a new name?
137. From the web-based interface, does the solution support the ability to incorporate two different reports
     with different formats side-by-side on the same page?
138. From the web-based interface, does the solution support the ability to incorporate two different reports
     with different formats one above the other on the same page?
139. Can report results automatically be routed to private libraries of specified web-based users or user
     groups?
140. Can report results automatically be routed to a central library for web-based access, with access rights
     determined by an administrator?
141. Does the solution allow web-based users to select if a report should run real-time or in batch?
142. Does the solution permit web-based users to string together a customized group of reports, links,
     and/or textual information in a defined order as a standard set for analysis - a "briefing book"?
143. Can a user share briefing books with other web-based users or user groups?
144. Does a web-based briefing book subscriber have discretion over when the briefing book is updated
     with the latest data?
145. Can an administrator publish a briefing book for shared use among web-based user groups?
146. Is the solution designed to support the following forms of analysis:
147. Does the solution support What-If analysis?
148. Does the solution support trend analysis?
149. Does the solution support 80/20 analysis?
150. Does the solution support exception analysis?
151. Does the solution support ranking analysis?
152. Does the solution furnish functions for calculating the following Time-related values:
153. Moving averages?
154. Moving totals?
155. Average balance?
156. Ending balance?
157. For Period to date?
158. For Year-to-date?
159. For Year-to-year?
160. Does the solution support the following calculation capabilities:
161. Does the solution include a calculation facility to compensate for SQL related limitations?
162. Does the calculation facility provide rules dictating the appropriate order of operations for certain
     formulas?
163. Does the calculation facility enable users to specify the order of operations within formulas?
164. Does the calculation facility support inter-row calculations?
165. Does the calculation facility enable users to convert data "on-the-fly" from stored periodicity to
     requested query periodicity (e.g., be able to review monthy trends using data collected on a weekly
     basis)?
166. Does the solution support the current release of Excel as a front end data viewing tool?
167. Can it retain the formula of calculated columns within the Excel spreadsheet output?




                                                                                              Page 21 of 31
7.   OLAP REPORTING

       1.  Multi-Dimensional Processing
       2.  Does the solution support the processing of information from a multi-dimensional database server?
       3.  Does the engine support the use of a Multidimensional Database for processing queries?
       4.  Does the engine exploit multidimensional database servers that support multiple cubes?
       5.  Does the multidimensional database server allow information from portions of different cubes to be
           joined together?
       6. Can specific dimensions be shared between one or more cubes?
       7. Does the engine support the creation of dimensions "on-the-fly" to be
       8. attributes of existing dimensions?
       9. Does the engine support a multidimensional query language?
       10. Does the engine utilize formulae for manipulating data within a multi-dimensional database when
           processing queries?
       11. Does the engine utilize cross-dimensional formulae that reference two or more dimensions within the
           same rule when processing queries?
       12. Does the engine support SQL generation or interfaces against a multidimensional structure?
       13. Do you support MOLAP?
       14. Does your OLAP facility provide the ability to view data offline?
       15. Does your OLAP tool integrate with Excel 2000?
       16. Does the OLAP tool process information on the local workstation or on a central server?
       17. Is there a limit to the number of hierarchies that can be supported?
       18. Is there a limit to the number of dimensions or relationships?
       19. Can field value security be provided without having to refresh the data?
       20. Do you provide the ability to use visualization (automatic conversion from tabular to graph out put) on
           a variety of sources including relational and OLAP?
       21. Does the tool allow Drill thru to other data sources, such as multidimensional cube or relational tables
           for continued analysis?
       22. Does the tool offer a variety of graphs such as bar, pie, scatter, line, 3d Bar and Map charts?
       23. On what platforms can the OLAP tool reside?
       24. Does this OLAP tool use your existing security structure?
       25. Does this OLAP tool allow you to create a Dashboard with multiple views so that a business user can
           see multiple reports simultaneously and view their correlation?
       26. Does this dashboard allow access to ad-hoc and drilldown without having to reconstruct the
           dashboard?

8.   COMPARATIVE ANALYSIS (Scorecard)

       1. Can the software suite demonstrate a synthesized view of how an organization is tracking against
          goals?
       2. Does it allow you to measure Key Performance Indicators and set thresholds?
       3. Can Key Performance Indicators be grouped logically?
       4. Can status indicators be customized?
       5. Does it offer meaningful icons to indicate business success?
       6. Does it have the ability to combine disparate measures from various functional areas of the
          organization?
       7. Can users create annotations to the KPI to highlight critical information and insure that actions are
          being taken to correct problem areas between individuals and departments in the organization?
       8. Can the scorecard use your existing security structure?
       9. Can the scorecard be viewed in a Web environment? Does that require a plug-in?

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9.   DATA ACCESS

     Packaged Application Adapters

       1. For which Enterprise Application Suites do you provide an adaptor?
       2. How does the adapter integrate with the application (application interfaces, directly to the database,
          staging tables, etc.)?
       3. Which user ID does the adapter use when executing? Is there a way for the application to know which
          user to associate with the transaction or will it appear as if one user has executed all of the
          transactions?
       4. If a packaged adapter is not provided, how would one develop an adapter for that application?
       5. IBM Mainframe Adapters
       6. For which IBM Mainframe resources do you provide an adaptor?
       7. Please describe in detail the functionality of the mainframe adapters you provide.
       8. Do your mainframe adapters run on the OS/390 or on a separate middle tier platform (e.g. Windows
          2000 and/or Unix)?

10. RELATIONAL DATABASE ADAPTERS

Relational database adapters provide access to databases defined in relational database management systems. A
database adapter often provides more than just an ODBC/JDBC connection to the database.

      1. Do the adapters have the ability to access data from the existing DBMS products?
      2. Can data from multiple data sources and platforms (e.g. multiple DBMS, file systems, etc.) be joined in
         a single transactional scope?
      3. How do your relational database adapters differ from an ODBC/JDBC driver?

11. RELATIONAL PROCESSING

      1. Can the engine support processing of a join between relational and non relational databases?
      2. Can the engine process stored procedures?
      3. When processing requests directly against a RDBMS from the client component (using a 2-tier
          approach), does the engine support the following data manipulation operations:
      4. Does the engine support star schema?
      5. Does the engine support snowflake schemata?
      6. Does the engine support simple multi-table joins?
      7. Does the engine support inner multi-table joins?
      8. Does the engine support outer multi-table joins?
      9. Does the engine support self joins?
      10. Does the engine support unions?
      11. When processing requests directly against a RDBMS from an application server, does the engine
          support the following data manipulation operations:
      12. Simple multi-table joins?
      13. Inner multi-table joins?
      14. Outer multi-table joins?
      15. Self joins?
      16. Unions?
      17. Does the solution include a multidimensional database server that incorporates an SQL interface?
      18. Does the engine provide Drill-through capabilities when utilizing a multidimensional database server?
      19. Does the engine support Drill-through that can retrieve row-level information?

                                                                                                  Page 23 of 31
     20. Does the engine support Drill-through capabilities for "on-the-fly" queries?
     21. Can external data retrieved from the Drill-through operations be incorporated with data in the cube(s)
         residing on the multidimensional database server transparently?
     22. Can the engine access multiple source databases simultaneously during the Drill-through process?
     23. Can the engine be configured so that additional inquiries for pertinent detailed data are initiated
         automatically?
     24. Adapter Architecture

12. ADAPTER DESIGN

The design of the adapter helps to understand the quality, performance, and usability of the adapter technology.

   1. What is the overall design philosophy of how the adapters are designed and implemented?
   2. Are the adapters designed and deployed to run in a central environment or can they be deployed in a
      distributed manner where they run on the same platform where the application and/or technology resource
      being integrated resides?
   3. Can multiple versions of the adapter be run in production, or does each instance need to run the same
      version?
   4. Are the adapters natively message-enabled or is a second MQ adapter required?
   5. How does the adapter manage the mapping from the calling interface/data format to the target
      interface/data format?

13. OPERATING SYSTEM SUPPORT

   1. List the Operating Systems on which your adapters are deployed.

14. HARDWARE SUPPORT

   1.       List the hardware platforms on which your adapters are deployed.


15. DATABASE MANAGEMENT AND SYSTEM SUPPORT

   1. How does the adapter manage the mapping from the calling interface/data format to the target
      interface/data format?

16. SPECIFIC TECHNOLOGY INTERFACES

   1. What are the application architecture interfaces that the adapter supports?
   2. This includes being able to call the adapter from these interfaces as well as for the adapter to invoke
      another component/service that exposes one of these interfaces. For example, the adapter can be called as
      a web service as well as call an existing web service provided by the target application.

17. SECURITY SUPPORT

   1.   Does the solution support the use of 3rd-party authentication services? Which ones?
   2.   Does the solution support the definition of native user groups?
   3.   Does the solution support operating system security integration?
   4.   Does the solution support integration with network authentication services?
   5.   Does the solution support database security integration?
   6.   Does the solution support single sign-on for access to any and all available data sources?

                                                                                                     Page 24 of 31
  7. Can the solution be enabled to permit users to change passwords?
  8. Can the solution perform automatic log-off after designated period of time?
  9. Can the solution deny log-on attempts from multiple locations using the same user ID?
  10. Does the solution define access controls at the following system levels:
      a.     Application level?
      b.     Web server level?
      c.     Metadata level?
      d.     DBMS level?
  11. Does the solution support the Encryption of passwords sent over a network?
  12. Does your solution support SSL 3.0?
  13. Does your solution support 128 bit encryption?

18. ADMINISTRATION

  1. Can the administrator access all administrative functions from a web-based thin client environment?
  2. Through this interface, can the administrator determine:
  3. Which user accessed a particular subset of data?
  4. The length of time a user accessed a particular subset of data?
  5. Does the solution support the following administrative activities:
  6. Does the solution enable administrators to manage regularly executed reports or queries?
  7. Can a system administrator monitor and manage executing reports?
  8. Does the solution provide and update a list of regularly run reports and queries?
  9. Does the solution inform administrators of inordinate usage by specific users or user groups?
  10. Does the solution enable administrators to review average response times for executing queries?
  11. Does the solution enable administrators to correlate average response times for executing queries with the
      number of users?
  12. Does the solution provide the ability to trace SQL code sent from the client to the server?
  13. Does the solution enable administrators to view and edit produced SQL?
  14. Does the solution incorporate load balancing capabilities for distributing processing
  15. between the architecture components?
  16. Does the solution support directing regularly run reports to be processed in batch at off-peak periods?

19. SCHEDULING FUNCTIONALITY

  1. Does the user have the ability to schedule the delivery of content?
  2. Does the user have the ability to schedule the delivery of query results?
  3. Does the user have the ability to schedule delivery of bursted query results?
  4. Can filters be applied to limit the delivery of particular query results?
  5. Can users schedule the operation of a query based on a triggered event?
  6. Can users schedule the operation of a query at specified temporal intervals?
  7. Can users schedule the refreshment of reports based on a triggered event?
  8. Can users schedule the refreshment of reports at specified temporal intervals?
  9. Can users schedule the printing of reports based on a triggered event?
  10. Can users schedule the printing of reports at specified temporal intervals?
  11. Can events be scheduled by:
         a. Week?
         b. Day of the week?
         c. Hour?
         d. Minute?
         e. Alerts
  12. Does the solution provide the use of alert messaging based on the results of database queries?

                                                                                                 Page 25 of 31
  13. Do users have the ability to create and store a name for their alerts?
  14. Can alerts be sent to groups of individuals (e.g. workgroups) simultaneously?
  15. Are the following options available as triggers for alerts:
  16. Data below/above a fixed limit?
  17. Data in/outside a particular range of values?
  18. Limits to % change in a particular value(s) over time (e.g. changes in stock prices; above a certain rate of
      change, end-users could be notified about quickly rising/falling stock prices).

20. ALERTS

  1. Does the administrator have the ability to monitor the alerts given to users?
  2. Does the administrator have the ability to create alerts for users?
  3. Can the administrator unsubscribe users from their alerts?
  4. Can alerts be specified for administrative purposes?
  5. Are there preformatted alerts in place for administrative purposes?
  6. User Profiles
  7. Can administrators add or remove users from groups that share content?
  8. Can administrators add or change password or permissions?
  9. Can administrators add new users to the system?
  10. Can managers define a default profile for the personalized page?
  11. Can administrators specify different default profiles based on the group, department, or community to
      which a user belongs?

21. REPORT DISTRIBUTION

  1.   Distribution Methods
  2.   Can the solution deliver messages to the following destinations:
  3.   Telephone?
  4.   Fax?
  5.   Email?
  6.   Pager?
  7.   Cellular Phone?
  8.   Palm OS handheld device?
  9.   Windows CE handheld device?

22. SCALABILITY

  1. Does the solution support scale-up so that multiple server instances can be installed on the same hardware
     running on a homogenous platform?
  2. Does the solution support scale-up so that multiple server instances can be installed on the same hardware
     running on heterogeneous platforms?
  3. Does the solution support scale-out so that multiple server instances can be installed on distributed
     hardware running on a homogenous platform?
  4. Does the solution support scale-out so that multiple server instances can be installed on different hardware
     running on heterogeneous platforms?
  5. Does the solution automatically reconfigure to accommodate for the addition of new processors to the
     system?
  6. Does the solution automatically reconfigure to accommodate for the addition of new memory to the
     system?
  7. Does the solution provide clustering support?
  8. Does the solution provide load-balancing support?

                                                                                                   Page 26 of 31
  9. Does the solution provide fail-over/fault-tolerance support?
  10. Does the solution provide streaming or page-on-demand support?
  11. Does the solution support refreshing content on demand?
  12. Does the solution have the ability to utilize multiple server threads simultaneously?
  13. What is the largest single application your tool currently supports (i.e., how many users)? Is that
      application an intranet, extranet, or internet application? Please provide approximate number of users for
      the largest of these applications (intranet, extranet, internet).

23. GOVERNOR SUPPORT

  1. Can the solution govern preemptively?
  2. Does the solution provide suggestions to users when a constructed query exceeds a particular limit?
  3. Can limits be placed on queries?
  4. Can limits be placed on the number of rows read?
  5. Can limits be placed on the number of rows joined?
  6. Does the solution provide a warning when a query exceeds a particular limit?
  7. Can constraints be applied to the database or engine server?
  8. Can limits be placed on the amount of time invested for executing a specific query?
  9. Does the solution automatically reschedule long running on-line queries to be executed in batch?
  10. Can the solution be configured to automatically cancel long running on-line queries?




                                                                                                 Page 27 of 31
                                    PRICING/DELIVERY INFORMATION

Describe specifically and include detailed itemized pricing for the overall system software, services, additional
modules and other components as necessary to meet the requirements as outlined in the RFP including the
following:

Cost of base system:
       server license
       client license

Cost of additional server license each

Cost of additional client license each

Cost of additional modules each

Technical Support

Training (rate per day or per person)

Installation/Implementation

Data Conversion/Data Entry (rate per hour or day)

Turnkey Cost

Monthly Maintenance cost-to begin upon expiration of warranty

Upgrades

Customization (rate per hour or day)

Hardware (if applicable)

Warranty (state warranty period) ___________________________

RENEWALS

Vendor agrees to continue this contract for the time frames stated below under the same terms, conditions and
pricing as the original contract. If bidder does not wish to renew, write "N/A" in the space provided.

Renewal Year 1 (2007-2008) ____________________

Renewal Year 2 (2008-2009) ____________________

Renewal Year 3 (2009-2010) ____________________




                                                                                                    Page 28 of 31
                                                                                                                 Attachment a
                                                                                                               Job No. 06/0252

                                 RESIDENCE CERTIFICATION/TAX FORM
Pursuant to Texas Government Code §2252.001 et seq., as amended, Harris County requests Residence
Certification. §2252.001 et seq. of the Government Code provides some restrictions on the awarding of
governmental contracts; pertinent provisions of §2252.001 are stated below:

        (3)      "Nonresident bidder" refers to a person who is not a resident.

        (4)      "Resident bidder" refers to a person whose principal place of business is in this state, including a
                 contractor whose ultimate parent company or majority owner has its principal place of business in
                 this state.

        I certify that                             is a Resident Bidder of Texas as defined in
                   [Company Name]
        Government Code §2252.001.

        I certify that                             is a Nonresident Bidder as defined in
                         [Company Name]
        Government Code §2252.001 and our principal place of business is                                 .
                                                                            [City and State]


Taxpayer Identification Number (T. I. N.):

Company Name submitting Bid/Proposal:

Mailing Address:

If you are an individual, list the names and addresses of any partnership of which you are a general partner:




PROPERTY: List all taxable property owned by you or above partnerships in Harris County.

Harris County Tax Acct. No.*                Property address or location**




 * This is the property account identification number assigned by the Harris County Appraisal District.
** For real property, specify the property address or legal description. For business personal property, specify the
   address where the property is located. For example, office equipment will normally be at your office, but inventory may
   be stored at a warehouse or other location.

Do you carry Health Insurance on your employees? ___Yes ___No

If yes, what is the percentage of employees insured? _____%                                    Revised 08/05



                                                                                                               Page 29 of 31
Page 30 of 31
                                         Minimum Insurance Requirements

•        The contractor shall, at all times during the term of this contract, maintain insurance coverage with not less
         than the type and requirements shown below. Such insurance is to be provided at the sole cost of the
         contractor. These requirements do not establish limits of the contractor's liability.

•        All policies of insurance shall waive all rights of subrogation against the County, its officers, employees and
         agents.

•        Upon request, certified copies of original insurance policies shall be furnished to Harris County.

•        The County reserves the right to require additional insurance should it be deemed necessary.

A.       Workers' Compensation (with Waiver of subrogation to Harris County) Employer's Liability, including all
         states, U.S. Longshoremen, Harbor Workers and other endorsements, if applicable to the Project.

         Statutory, and Bodily Injury by Accident: $100,000 each employee. Bodily Injury by Disease: $500,000
         policy limit $100,000 each employee.


B.       Commercial General Liability Occurrence Form including, but not limited to, Premises and Operations,
         Products Liability Broad Form Property Damage, Contractual Liability, Personal and Advertising Injury
         Liability and where the exposure exists, coverage for watercraft, blasting collapse, and explosions, blowout,
         cratering and underground damage.

         $300,000 each occurrence Limit Bodily Injury and Property Damage Combined $300,000 Products-
         Completed Operations Aggregate Limit $500,000 Per Job Aggregate $300,000 Personal and Advertising
         Injury Limit. Harris County shall be named as "additional insured" on commercial general liability policy.


C.       Automobile Liability Coverage:

         $300,000 Combined Liability Limits. Bodily Injury and Property Damage Combined. Harris County shall
         be named as "additional insured" on automobile policy.

Revised 12/00




                                                                                                        Page 31 of 31

								
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