Custom Sources in Oracle E Business Tax R12 - DOC - DOC by eza43860

VIEWS: 102 PAGES: 29

More Info
									            A REQUEST FOR PROPOSAL (RFP)

                              RG-09-2443

                                    For:


Address Management Services for University of Wisconsin System




                         Date: April 22, 2009




                  Proposals must be submitted
                  No later than 2:00 p.m. CDST
                           June 4, 2009




             For further information regarding this RFP, contact:
                                Ruth Ginzberg
                            Office of Procurement
                          UW System Administration
                               780 Regent Street
                              Madison, WI 53715
                            Phone: 608-263-4379
                              Fax: 608-262-8589
                         Email: rginzberg@uwsa.edu



                                      1
                                                                                TABLE OF CONTENTS

1.0   GENERAL INFORMATION ............................................................................................................................................... 4
      1.1           Introduction and background ................................................................................................................................ 4
      1.2           Scope..................................................................................................................................................................... 4
      1.3           Procuring and contracting agency ......................................................................................................................... 4
      1.4           Definitions ............................................................................................................................................................ 5
      1.5           Clarification and/or revisions to the specifications and requirements ................................................................... 5
      1.6           Calendar of events ................................................................................................................................................. 5
      1.7           Contract term and funding .................................................................................................................................... 5
      1.8           VendorNet registration.......................................................................................................................................... 6
2.0   PREPARING AND SUBMITTING A PROPOSAL ............................................................................................................ 6
      2.1           General instructions .............................................................................................................................................. 6
      2.2           Incurring costs....................................................................................................................................................... 6
      2.3           Submitting the proposal ........................................................................................................................................ 6
      2.4           Proposal organization and format ......................................................................................................................... 7
      2.5           Multiple proposals ................................................................................................................................................ 7
      2.6           Demonstrations ..................................................................................................................................................... 7
      2.7           Withdrawal of proposals ....................................................................................................................................... 7
3.0   PROPOSAL SELECTION AND AWARD PROCESS ........................................................................................................ 8
      3.1           Preliminary evaluation .......................................................................................................................................... 8
      3.2           Proposal scoring.................................................................................................................................................... 8
      3.3           Evaluation criteria ................................................................................................................................................. 8
      3.4           Right to reject proposals and negotiate contract terms .......................................................................................... 8
      3.5           Award and final offers........................................................................................................................................... 8
4.0   MANDATORY REQUIREMENTS ..................................................................................................................................... 9
      4.1           Mandatory requirements ....................................................................................................................................... 9
5.0   FUNCTIONAL, TECHNICAL, SUPPORT, AND TRAINING REQUIREMENTS ........................................... 10
      5.1           Product History, Roadmap and Practices ............................................................................................................ 10
      5.2           Architectural requirements .................................................................................................................................. 10
      5.3           Reliability/Monitoring Requirements ........................................................................................................... 11
      5.4           General Requirements ..................................................................................................................................... 11
      5.5           Batch Address Cleansing Processing Requirements ........................................................................................... 11
      5.6           Real Time Processing Requirements ................................................................................................................... 12
      5.7           Technical Requirements ...................................................................................................................................... 12
      5.8           Support and Training Requirements ................................................................................................................... 13
      5.9           Proposer References............................................................................................................................................ 13
6.0   COST PROPOSAL ............................................................................................................................................................. 14
      6.1           General instructions on preparing cost proposals................................................................................................ 14
      6.2           Format for submitting cost proposals .................................................................................................................. 14
      6.3           Fixed price period ............................................................................................................................................... 14
7.0   SPECIAL CONTRACT TERMS AND CONDITIONS ..................................................................................................... 14
      7.1           Payment requirements ......................................................................................................................................... 14
      7.2           Prime contractor and minority business subcontractors ...................................................................................... 14
      7.3           Executed contract to constitute entire agreement ................................................................................................ 14
8.0   STANDARD TERMS AND CONDITIONS ...................................................................................................................... 15

                                                                                                   2
        Standard Terms and Conditions (Requests for Bids/Proposals) (DOA-3054) .................................................................... 15
9.0     REQUIRED FORMS .......................................................................................................................................................... 20
        RFP Checklist ..................................................................................................................................................................... 21
        Designation of Confidential and Proprietary Information (DOA-3027) ............................................................................. 22
        Vendor Information (DOA-3477) ....................................................................................................................................... 23
        Vendor Reference (DOA-3478) .......................................................................................................................................... 24
        RFP Form (DOA-3261) ...................................................................................................................................................... 25
        Cooperative Purchasing Agreement .................................................................................................................................... 26



      Appendices

      Appendix A: University of Wisconsin System data ............................................................................................................. 27
      Appendix B: Cost Proposal Form ........................................................................................................................................ 28




                                                                                                   3
1.0   GENERAL INFORMATION

      1.1     Introduction and Background

      The University of Wisconsin System (UWS), one of the largest systems of public higher education in the country,
      comprised of fifteen institutions (twenty-six campuses) statewide (see Appendix A), is requesting proposals for
      Address Management Services.

      UWS oversees Wisconsin‟s public universities, including two (2) doctoral universities, eleven (11) comprehensive
      universities, thirteen (13) freshman-sophomore campuses, and a statewide University Extension. These campuses
      are located throughout the State. UWS serves approximately 175,000 enrolled students, 28,500 FTE faculty and
      staff, and purchases more than $750M in goods and services annually. (See http://www.wisconsin.edu/ for more
      information about UW System.)

      UWS Enterprise Environment:
      UWS has a "Shared Financial System" based on Oracle‟s PeopleSoft Enterprise Financial Management modules
      including the General Ledger, Payables, and Purchasing Modules. All UWS institutions have implemented the
      Shared Financial System (SFS). SFS is operated centrally by the UW System Administration‟s Office of Financial
      Administration in partnership with the UW-Madison‟s Division of Information Technology (DoIT). UWS has also
      licensed several Enterprise Service Automation modules including Grants, Contracts, and Project Costing. These
      modules have been implemented for three UWS institutions (Madison, Milwaukee, and Extension). The Expenses
      Module is being implemented at UW-Madison.

      Ten UW institutions use Oracle‟s PeopleSoft Enterprise Campus Solutions. Three institutions are currently
      implementing Campus Solutions. Each UWS institution maintains its own Campus Solutions environments.

      UWS is in the process of planning the implementation of Oracle‟s PeopleSoft HCM version 9.0 to replace its legacy
      appointment/payroll/benefits systems. UWS refers to this implementation as the Human Resource System (HRS).
      HRS will be operated centrally by the UW System Service Center in partnership with the UW-Madison‟s Division of
      Information Technology (DoIT).

      UWS currently uses Business Object‟s (formerly FirstLogic‟s) address cleansing/standardization software to provide
      accurate mailing addresses and to reduce the introduction of duplicate records into our enterprise systems.
      FirstLogic, acquired by SAP in February, 2008, provides the UW with a platform for „real time‟ and batch address
      cleansing, as well as, correction capability at point of entry. The primary usage for this software has been with
      Oracle‟s PeopleSoft Campus Solutions product.



      1.2     Scope

      UWS is requesting proposals for the purpose of selecting a software solution that will provide address management
      services for a variety of enterprise application systems. In general terms, the scope of the solution should provide
      high-quality address cleansing and validation, address enrichment, address standardization, and de-
      duplication. The UWS business needs have been evolving to encompass more enterprise-wide systems with varied
      integration strategies and database structures. The selected software application(s) will be used with enterprise
      systems supporting both campus applications and UW system-wide applications. In addition to Oracle‟s PeopleSoft
      Campus Solutions product, the PeopleSoft Human Capital Management (HCM) and Financial Management systems
      are additional enterprise-wide applications that will utilize the selected address cleansing and standardization
      software. UWS plans to use the proposed solution in bulk and real-time transaction modes, the latter supporting self
      service point-of-entry address data submission.

      1.3     Procuring and contracting agency

      This Request for Proposal (RFP) is issued by the University of Wisconsin System's Office of Procurement which is
      the sole point of contact for the University of Wisconsin during the selection process. The person responsible for
      managing the procurement process is Ruth Ginzberg.



                                                          4
The contract resulting from this RFP will be administered by the University of Wisconsin System‟s Office of
Procurement. The contract administrator will be Ruth Ginzberg, rginzberg@uwsa.edu, or her successor.

1.4      Definitions

The following definitions are used through the RFP.

Proposer/vendor means a firm submitting a proposal in response to this RFP.
State means State of Wisconsin.
Contractor means proposer awarded the contract.

1.5               Clarification and/or revisions to the specifications and requirements

Any questions concerning this RFP must be submitted in writing via email on or before
May 7, 2009 at 2:00 p.m. Central Time to:

Ruth Ginzberg
Procurement Specialist Senior
University of Wisconsin System
rginzberg@uwsa.edu

Vendors are expected to raise any questions, exceptions, or additions they have concerning the RFP DOCUMENT at
this point in the RFP process. If a vendor discovers any significant ambiguity, error, conflict, discrepancy,
omission, or other deficiency in this RFP, the vendor should notify immediately the above named individual of such
error and request modification or clarification of the RFP.

In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of
this RFP, revisions/amendments and/or supplements will be provided to all recipients of this initial RFP.

Each proposal shall stipulate that it is predicated upon the requirements, terms, and conditions of this RFP and any
supplements or revisions thereof.

Any contract with State employees concerning this RFP is prohibited, except as authorized by the RFP manager
during the period from date of release of the RFP until the notice of intent to contract is released.

1.6      Calendar of events

Listed below are specific and estimated dates and times of actions related to this Request for Proposal (RFP). The
actions with specific dates must be completed as indicated unless otherwise changed by the State. In the event that
the State finds it necessary to change any of the specific dates and times in the calendar of events listed below, it will
do so by issuing a supplement to this RFP. There may or may not be a formal notification issued for changes in the
estimated dates and times.

         DATE                                                    EVENT
April 22, 2009                                                   Date of issue of the RFP.
May 7, 2009                                                      Last day for submitting written inquires.
May 21, 2009 (approx)                                            Written responses posted on VendorNet
June 4, 2009                                                     Proposals due from vendors.
June 15-30, 2009 (est)                                           Demonstrations by invited vendors.
Early July, 2009 (est)                                           Notification award sent to bidders.
August, 2009 (est)                                               Contract start date.

1.7      Contract term and funding

The software license, if any, for the address management software shall be effective on the date indicated on the
purchase order or the contract execution date and shall be perpetual, with maintenance to be renewed annually as
negotiated by the parties. Options for non-perpetual licenses may be presented as alternate cost proposals under the
guidelines listed in Appendix B.


                                                       5
      1.8      VendorNet registration

      The State of Wisconsin‟s purchasing information and vendor notification service is available to all businesses and
      organizations that want to sell to the state. Anyone may access VendorNet on the Internet at
      http://vendornet.state.wi.us to get information on state purchasing practices and policies, goods and services that the
      state buys, and tips on selling to the state. Vendors may use the same Web site address for inclusion on the bidders
      list for goods and services that the organization wants to sell to the state. A subscription with notification guarantees
      the organization will receive an e-mail message each time a state agency, including any campus of the University of
      Wisconsin System, posts a request for bid or a request for proposal in their designated commodity/service area(s)
      with an estimated value over $25,000. Organizations without Internet access receive paper copies in the mail.
      Increasingly, state agencies also are using VendorNet to post simplified bids valued at $25,000 or less. Vendors also
      may receive e-mail notices of these simplified bid opportunities.

2.0   PREPARING AND SUBMITTING A PROPOSAL

      2.1      General instructions

      The evaluation and selection of a contractor and the contract will be based on the information submitted in the
      vendor's proposal plus references and any required on-site visits or oral interviews. Failure to respond to each of the
      requirements in the RFP may be the basis for rejecting a response.

      Elaborate proposals (e.g., expensive artwork), beyond that sufficient to present a complete and effective proposal,
      are not necessary or desired.

      2.2      Incurring costs

      The University of Wisconsin System is not liable for any cost incurred by proposers in replying to this RFP.

      2.3      Submitting the proposal

      Proposers must submit an original and seven (7) copies of all materials required for acceptance of their proposal by
      June 4, 2009 at 2:00 PM to:

      Ruth Ginzberg
      Procurement Specialist Senior
      University of Wisconsin System
      780 Regent Street Suite 145
      Madison, Wisconsin 53715

      Hard-copy proposals must be received in the above office by the specified time stated above. All proposals must be
      time-stamped as accepted by the Purchasing Office by the stated time. Proposals not so stamped will not be
      accepted. Receipt of a proposal by the State mail system does not constitute receipt of a proposal by the Purchasing
      Office, for purposes of this RFP. The proposers may be asked to provide soft copies of their proposals during the
      evaluation period.

      To ensure confidentiality of the document, all proposals must be packaged, sealed and show the following
      information on the outside of the package:

      —Proposer's name and address
      —Request for proposal title (“Address Management Services for University of Wisconsin System”)
      —Request for proposal number (“RG-09-2443”)




                                                             6
An original plus two copies of the Cost Proposal must be sealed and submitted as a separate part of the proposal.
The outside of the envelope must be clearly labeled with the words “Cost Proposal, RFP RG-09-2443” and name of
the vendor and due date. The cost proposal is due to the addressee on the due date and time noted above.

2.4      Proposal organization and format

Proposals should be typed and submitted on 8.5 by 11 inch paper bound securely. Proposals should be organized
and presented in the order and by the number assigned in the RFP. Proposals must be organized with the following
headings and subheadings. Each heading and subheading should be separated by tabs or otherwise clearly marked.
The RFP sections which should be submitted or responded to are:

                  FUNCTIONAL, TECHNICAL, SUPPORT, AND TRAINING REQUIREMENTS
                  Financial Capacity Report
                  Cost proposal (Appendix B)
                  Required forms
                           Designation of Confidential and Proprietary Information
                           Vendor Information
                           Vendor Reference
                           RFP Form
                           RFP Checklist

The vendor must submit its Cost Proposal on the form provided in Appendix B according to the instructions
provided. Failure to provide any requested information in the prescribed format may result in disqualification of the
proposal.

No mention of the cost proposal may be made in the response to the technical requirements of this Request for
Proposal.

2.5      Multiple proposals

Multiple proposals from a vendor will be permissible; however, each proposal must conform fully to the
requirements for proposal submission. Each such proposal must be submitted separately and labeled as Proposal #1,
Proposal #2, etc. on each page included in the response. Alternate acquisition plans do not constitute multiple
proposals.

2.6      Demonstrations

Top-scoring vendor(s) may be required to demonstrate the product offered at a UW System site. Failure of a vendor
to demonstrate the product(s) it has proposed within the time constraints required may result in rejection of that
proposal. Failure of any product(s) to meet the UW System specified requirements during the demonstration may
result in rejection of the vendor's proposal.

The successful demonstration of the vendor's product(s) does not constitute acceptance by the UW System. Any
product(s) and/or service(s) furnished by the vendor for the purposes of this demonstration must be identical in every
respect to those which will be furnished if a contract results.

2.7      Withdrawal of proposals

Proposals shall be irrevocable until contract award unless the proposal is withdrawn. Proposers may withdraw a
proposal in writing at any time up to the proposal closing date and time. To accomplish this, the written request must
be signed by an authorized representative of the proposer and submitted to the RFP project manager. If a previously
submitted proposal is withdrawn before the proposal due date and time, the proposer may submit another proposal at
any time up to the proposal closing date and time.




                                                     7
3.0   PROPOSAL SELECTION AND AWARD PROCESS

      3.1      Preliminary evaluation

      The proposals will be reviewed initially to determine if mandatory requirements are met. Failure to meet
      mandatory requirements listed in section 4.1 will result in rejection of the proposal. In the event that all
      vendors do not meet one or more of the mandatory requirements, the University reserves the right to continue
      the evaluation of the proposals and to select the proposal which most closely meets the requirements specified
      in this RFP.

      3.2      Proposal scoring

      Various costing methodologies and models are available to analyze the cost information to determine the lowest cost
      to the agency. The agency will select one method for scoring costs and will use it consistently throughout its analysis
      of all the cost proposals. The selected methodology will be available at the proposal opening or by calling the RFP
      contact person identified in Section 1.5.

      Accepted proposals will be reviewed by an evaluation committee and scored against the stated criteria. A proposer
      may not contact any member of an evaluation committee except at the State‟s direction. The committee may review
      references, request interviews, and/or conduct on-site visits and use the results in scoring the proposals. Proposals
      from certified Minority Business Enterprises may have points weighted by a factor of 1.00 to 1.05 to provide up to a
      five percent (5%) preference to these businesses (Wis. Stats. 16.75(3m)). The evaluation committee's scoring will be
      tabulated and proposals ranked based on the numerical scores received.

      3.3      Evaluation criteria

      The proposals will be scored using the following criteria:

                        Description                                          Percent

                        General, Functional & Technical Requirements           50%
                        Maintenance & Support                                  25%
                        Cost                                                   25%

                        Total:                                                 100%

      3.4      Right to reject proposals and negotiate contract terms

      The University reserves the right to reject any and all proposals. The University may negotiate the terms of the
      contract, including the award amount, with the selected proposer prior to entering into a contract. If contract
      negotiations cannot be concluded successfully with the highest scoring proposer, the agency may negotiate a contract
      with the next highest scoring proposer.

      3.5      Award and final offers

      The University will compile the final scores (technical, maintenance and cost) for each proposal. The award will be
      granted in one of two ways. The award may be granted to the highest scoring responsive and responsible proposer.
      Alternatively, the highest scoring proposer or proposers may be requested to submit best and final offers. If best and
      final offers are requested by the University and submitted by the vendor, they will be evaluated against the stated
      criteria, scored and ranked by the evaluation committee. The award then will be granted to the highest scoring
      proposer. However, a proposer should not expect that the University will request a best and final offer.




                                                            8
4.0   MANDATORY REQUIREMENTS

      4.1     Mandatory requirements

      The following requirements are mandatory and the proposer must satisfy them. See section 3.1 for clarification if
      necessary.

              4.1.1.   Experience

              Proposer must have at least three (3) years‟ recent verifiable experience providing address cleansing or
              address management services for comparable Oracle/PeopleSoft systems.

              4.1.2.    Financial Stability / Financial Capacity Report

              The proposer must be financially stable as determined solely by the University of Wisconsin. The
              information below comprising the financial capacity report will be used to determine the financial stability
              and capability of the prospective vendor. This report must accompany your response. UWS reserves the
              right to request further information from proposers to make such determination.

                      Sources of financing (shareholders, venture capital, etc.)
                      Bank references and name of auditing firm
                      Last two annual reports and all quarterly reports since the last annual report
                      Identification of the Parent Corporation and any subsidiaries

              4.1.3    Mandatory Functional and Technical Requirements (see RFP Checklist, p. 21)

                       4.1.3.1       General Requirements:

                                     a. Your application must maintain United States Postal Service (USPS) Coding
                                     Accuracy Support System (CASS) certification throughout the life of the contract.

                                     b. Your application must correct addresses to CASS standard, including Delivery
                                     Point Validation (DPV) for U.S. addresses.

                       4.1.3.2       Batch Address Cleansing Requirements (to be addressed by vendor in Section 5.5)

                                     a. Provide comprehensive address cleansing directly against the Oracle/PeopleSoft
                                     Campus Community tables. Current table volume is approximately 2,000,000
                                     student rows and 600,000 Human Resource rows.

                                     b. Provide comprehensive address cleansing for the standard higher education
                                     entrance exams, e.g., SAT, ACT, GRE, LSAT, MCAT, etc.

                                     c. Provide the ability to perform address cleansing against other data sources in an
                                     efficient way requiring a minimal amount of technical interaction.

                       4.1.3.3       Real Time Processing Requirements (to be addressed by vendor in Section 5.6)

                                     a. Your application must be able to cleanse addresses at the point of address
                                     entry/edit.

                                     b. Your application must be able to provide user based rules for how address
                                     formatting will be handled.

                                     c. Your application must provide address cleansing on a variety of PeopleSoft
                                     applications and integrate with other databases.

                                     d. Your application must be able to allow end users to know before saving an
                                     address when it does not meet address cleansing rules.

                                                           9
                                   e. Your application must provide easily understood resolution of address errors at
                                   time of entry

                                   f. Your application must be able to override an error and save an address, even if it
                                   does not get cleansed.

                                   g. Your application must be able to call address cleansing capabilities as web
                                   services.

5.0   FUNCTIONAL, TECHNICAL, SUPPORT, AND TRAINING REQUIREMENTS

      5.1   Product History, Roadmap and Practices

             5.1.1 Provide a brief history of your organization and specifically describe the history of your
             organization‟s address management services, including features and a list of major releases.

             5.1.2 Provide a product Roadmap describing new features, integration or changes in architecture that are
             planned for the next 18 months.

             5.1.3   Describe the process of software upgrades and enhancements. How often do they occur?

             5.1.4   Describe the methods used to deliver patches to customers.

             5.1.5 Provide a copy of your license agreement for your product set and/or any recommended add-ons or
             extensions to your product. Please Note: any of these products may be considered as part of this
             arrangement at the sole discretion of the University of Wisconsin System.

      5.2   Architecture

            5.2.1     Describe, at a high-level, the elements and technologies that make up your proposed solution and
            their relation to one another. Provide diagrams if possible. Address the advantages of this architecture, as
            well as disadvantages or limitations of this architecture. If your system supports multiple high-level
            configurations, describe the advantages and disadvantages of each. Describe the logical architecture of the
            servers that make up your solution and indicate if there are any variations in the architecture that would
            improve performance.

            5.2.2    Describe resource requirements for running and maintaining the solution. Include application
            processor and disk space requirements. In addition, describe any specific operating system and/or other
            limitations for each resource.

            5.2.3    Identify the operating systems on which your application(s) can be deployed.

            5.2.4    Identify all databases or data types (e.g. flat file, XML) for which your application provides
            address cleansing.

            5.2.5   Describe how your product would be deployed in a multi-campus environment both technically
            and administratively. Describe any impact to contracting or licensing for this type of deployment.

            5.2.6    Describe the scalability of your product. Will a single installation satisfy our requirements? If not,
            how do you distribute processing between multiple installations? Describe any impact to contracting or
            licensing for multiple installations.

            5.2.7  Do you certify your application to work in a virtualized server environment (e.g. VmWare, AIX
            LPARs, Xen, etc.)?

            5.2.8    Describe how your product would work in an environment where master data management (data
            hub) technologies are deployed to synchronize person data across multiple ERPs.



                                                        10
      5.2.9   Describe your application's ability to integrate/interface with other systems via standard
      methods. Describe any pre-written integration or API Tools.

      5.2.10   Describe how your product is service-enabled for Service Oriented Architecture (SOA).

      5.2.11 What Web Application Server does your solution support (e.g. Apache Tomcat, Oracle Weblogic,
      IBM Websphere, Oracle Application Server)? Do you have a preferred Web Application Server?

5.3   Reliability/Monitoring Requirements

      5.3.1    Describe the tools your application provides to monitor its performance.

      5.3.2    Explain how your product supports High Availability or Failover configurations (such as server
               clustering).

      5.3.3    Describe your product's ability to integrate with application monitoring software.

      5.3.4    What redundancy features does your application include? Describe how these prevent service
               outages.

      5.3.5    Describe the error reporting features of your application. What information do they provide? Can
               error information generate alerts, messages to syslog, SNMP traps, email, etc.?

      5.3.6    Describe how maintenance affects application availability. What types of maintenance require host
               outages? What maintenance can be performed without impact on hosts?


5.4   General Requirements

      5.4.1    Describe the user interface used to manage address cleansing routines, including the features and
      functionality accessible through web and GUI interfaces.

      5.4.2    Describe the logging capability of your system, including how log files are stored and accessed.
      What information is logged by default (e.g. creation/edit date and time, user, action, etc.)? Is logging
      configurable? Are custom attributes/metadata included in logs? What are the different levels of logging and
      what information is included in each level?

      5.4.3     Describe your security/authorization model. Include authentication and authorization methods.
      Identify if the solution can integrate with any external authentication system.

      5.4.4    Identify how changes to the configuration can be tested/viewed before they are committed.

      5.4.5   Address cleansing must use nationally accepted standards. Please list the standards that your
      system complies with.

      5.4.6   Describe how your application(s) complies with the United States Postal Services Intelligent Mail
      program (http://www.usps.com/privacyoffice/intelligentmail.htm#H1)

      5.4.7   Describe how your application(s) will corrects addresses to meet Canadian standards as specified
      in Canada Post Corporation‟s Software Evaluation and Recognition Program (SERP).


5.5   Batch Address Cleansing Processing Requirements

      5.5.1   Ability to provide for batch cleansing of addresses on standard PeopleSoft tables. [Mandatory
       requirement]

      5.5.2   Ability to provide comprehensive batch address cleaning of the PeopleSoft Campus Community
       data, where the data set includes c. 2,000,000 Student Administration records and 600,000 Human

                                                  11
       Resource records. (Provide names of clients who use your solution with similar size address databases)
       [Mandatory requirement]

      5.5.3   Ability to cleanse addresses in batches before they are entered into PeopleSoft or immediately after
       they are entered into PeopleSoft (examples include: prospect records, test scores, human resource
       downloads). [Mandatory requirement]

      5.5.4    Ability to maintain a record of addresses which have been cleansed. Please explain the process.

      5.5.5    Ability to maintain a record of addresses which have not been cleansed with codes indicating the
       type of error that caused the address not to be cleansed.

      5.5.6    Ability to cleanse only those addresses that have not been previously cleansed.

      5.5.7  Ability to cleanse addresses in batch at will for a specified population, such as students or
       employees (e.g. by last name range or by zip code range).


5.6   Real Time Processing Requirements

      5.6.1    Ability to cleanse addresses at the point of address entry/edit.

      5.6.2    Ability to provide user based rules for how address formatting will be handled.

      5.6.3    Ability to provide address cleansing on a variety of PeopleSoft applications and integrate with
      other databases.

      5.6.4    Ability to allow end user to know before saving an address that it does not meet address cleansing
      rules.

      5.6.5    Ability to provide easily understood resolution of address errors. Describe what an end user would
      see and how they would resolve an address error.

      5.6.6    Ability to override an error and save the address, even if it does not get cleansed.

      5.6.7    Ability to call address cleansing capabilities as web services.

      5.6.8   Describe product‟s ability to synchronize cleansed addresses and bio-demographic information
      coming from one enterprise application to other enterprise applications.

      5.6.9    Describe product‟s ability to de-duplicate addresses and bio-demographic records across multiple
      enterprise applications.


5.7   Technical Requirements

      5.7.1    Ability to provide for batch cleansing of addresses on standard PeopleSoft tables

      5.7.2    Ability to provide integration of transactional cleansing of addresses entered through standard
               PeopleSoft components and pages, especially as web service calls.

      5.7.3    Ability to maintain integration of batch and transactional address cleansing for all versions of
               PeopleSoft supported by Oracle. This includes updating the integration if it breaks because of a
               PeopleSoft patch.

      5.7.4    Ability to provide integration of batch and transactional address cleansing for new versions of
               Peoplesoft as Oracle releases them. What kind of lag time there is between Oracle releases and the
               address management integration? Please describe your relationship with Oracle? Are you a
               certified Oracle partner? How soon do you have access to PeopleSoft patches/releases?

                                                   12
         5.7.5    Ability to allow integration of batch cleansing for addresses on custom tables added to PeopleSoft.

         5.7.6    Ability to allow integration of transactional cleansing of addresses entered through custom
                  components and pages added to PeopleSoft. (UW will build these integrations but extra points
                  awarded for a standard integration design that permits easy extension).

         5.7.7    Ability to provide an interface for integration of address cleansing into other applications
                  especially as web services.


5.8      Support and Training Requirements

         5.8.1    Describe support that is provided under the general maintenance agreement.

         5.8.2    Identify issues or tasks that are not considered as part of the general support contract.

         5.8.3    Identify what issues would require additional consulting services and costs.

         5.8.4    How do you charge for consulting services? Are some of them packaged with purchase? If not
                  packaged, what is your recommendation for consulting purchase for a new customer? Provide a
                  sample Statement of Work that you would do for new customer.

         5.8.5    Provide examples of, or access to, support documentation and online resources, for example, a
                  knowledge base.

         5.8.6    Identify how you support the initial implementation of the product.

         5.8.7    Identify training options for staff that will be responsible for the operations, maintenance and use
                  of your product.

         5.8.8    Discuss what's included in the annual maintenance fee. Address the following:
                  - Patches and minor releases
                  - Version upgrades
                  - Security hot patches
                  - Phone support
                  - E-mail/online support
                  - Online access to documentation
                  - Online access to software
                  - Updates to postal directories

         5.8.9    Please list the hours that support is available. Is support available evenings, weekends and on
                  holidays?

         5.8.10   What is the average response and resolution time for both high and low impact support requests?

         5.8.11   Provide criteria used to escalate customer reported problems to higher levels or tiers of support.

5.9      Proposer references

Proposers must include in their RFPs, a list of all organizations with whom the proposer has done business like that
required by this solicitation within the last three years. Please attach a list of names of those organizations. Please
also supply references from 3-4 such organizations. This information should be provided in the format listed on the
Vendor Reference Form included with this RFP. For each organization, the proposer must include the name, title,
address, and telephone number of a contact person along with a brief description of the project or assignment which
was the basis for the business relationship. The University will determine which, if any, references to contact to
assess the quality of work performed and personnel assigned to the project. The results of any references will be
provided to the evaluation committee and used in scoring the proposal. Please be sure to provide correct and
current contact information for references. Failure to establish contact with a reference you have supplied


                                                      13
      with a reasonable amount of effort or within a reasonable amount of time will be scored as a negative
      reference.

6.0   COST PROPOSAL

      6.1      General instructions on preparing cost proposals

      The cost proposal should be submitted in a separate envelope with the written proposal. The proposal will be scored
      using a standard quantitative calculation where the most points will be awarded to the proposal with the lowest cost.
      Various costing methodologies and models are available to analyze the cost information submitted to determine the
      lowest costs to the University. The University will select one method and use it consistently throughout its analysis.
      The cost methodology will be available at the time that the proposals are due.

      6.2      Format for submitting cost proposals

      Cost proposals should be submitted in the format specified in Appendix B.

      6.3      Fixed price period

      All prices, costs, and conditions outlined in the proposal shall remain fixed and valid for acceptance for sixty (60)
      calendar days starting on the due date for proposals.

7.0   SPECIAL CONTRACT TERMS AND CONDITIONS

      7.1      Payment requirements

      The payment schedule and associated testing and acceptance schedule will be negotiated at the time of award.

      7.2      Prime contractor and minority business subcontractors

      The prime contractor will be responsible for contract performance when subcontractors are used. However, when
      subcontractors are used, they must abide by all terms and conditions of the contract. If subcontractors are to be used,
      the proposer must clearly explain their participation.

      The State of Wisconsin is committed to the promotion of minority business in the state's purchasing program and a
      goal of placing 5% of its total purchasing dollars with certified minority businesses. Authority for this program is
      found in ss. 15.107(2), 16.75(4), 16.75(5) and 560.036(2), Wisconsin Statutes. The contracting agency is committed
      to the promotion of minority business in the state's purchasing program.

      The State of Wisconsin policy provides that minority-owned business enterprises certified by the Wisconsin
      Department of Commerce, Bureau of Minority Business Development should have the maximum opportunity to
      participate in the performance of its contracts. The supplier/contractor is strongly urged to use due diligence to
      further this policy by awarding subcontracts to minority-owned business enterprises or by using such enterprises to
      provide goods and services incidental to this agreement, with a goal of awarding at least 5% of the contract price to
      such enterprises.

      7.3      Executed contract to constitute entire agreement

      In the event of contract award, the contents of this RFP (including all attachments), RFP addenda and revisions, and
      the proposal of the successful proposer, and additional terms agreed to, in writing, by the agency and the contractor
      shall become part of the contract. Failure of the successful proposer to accept these as a contractual agreement may
      result in a cancellation of award.

      The following priority for contract documents will be used if there are conflicts or disputes.

                        Software License Agreement signed by the parties
                        Official Purchase Orders and any corresponding Statements of Work
                        Vendor's Proposal Dated June 4, 2009
                        UW System Request for Proposal Dated April 22, 2009

                                                            14
                       Standard Terms and Conditions


8.0   STANDARD TERMS AND CONDITIONS

      The University reserves the right to incorporate standard State contract provisions into any contract negotiated with
      any proposal submitted responding to this RFP (Standard Terms and Conditions (DOA-3054)). Failure of the
      successful proposer to accept these obligations in a contractual agreement may result in cancellation of the award.




                                                          15
Wisconsin Department of Administration
Chs. 16, 19, 51
DOA-3054 (R09/2004)
Page 1 of 3
                                           Standard Terms And Conditions
                                            (Request For Bids / Proposals)
1.0   SPECIFICATIONS: The specifications in this request                             of the price increase, and shall be limited to fully
      are the minimum acceptable.              When specific                         documented cost increases to the contractor which
      manufacturer and model numbers are used, they are to                           are demonstrated to be industrywide.            The
      establish a design, type of construction, quality,                             conditions under which price increases may be
      functional capability and/or performance level desired.                        granted shall be expressed in bid/proposal
      When alternates are bid/proposed, they must be                                 documents and contracts or agreements.
      identified by manufacturer, stock number, and such other
      information necessary to establish equivalency. The                      6.3   In determination of award, discounts for early
      State of Wisconsin shall be the sole judge of                                  payment will only be considered when all other
      equivalency. Bidders/proposers are cautioned to avoid                          conditions are equal and when payment terms
      bidding alternates to the specifications which may result                      allow at least fifteen (15) days, providing the
      in rejection of their bid/proposal.                                            discount terms are deemed favorable.         All
                                                                                     payment terms must allow the option of net thirty
2.0   DEVIATIONS AND EXCEPTIONS: Deviations and                                      (30).
      exceptions from original text, terms, conditions, or
      specifications shall be described fully, on the                    7.0   UNFAIR SALES ACT: Prices quoted to the State of
      bidder's/proposer's letterhead, signed, and attached to the              Wisconsin are not governed by the Unfair Sales Act.
      request.    In the absence of such statement, the
      bid/proposal shall be accepted as in strict compliance             8.0   ACCEPTANCE-REJECTION:                 The State of
      with all terms, conditions, and specifications and the                   Wisconsin reserves the right to accept or reject any or
      bidders/proposers shall be held liable.                                  all bids/proposals, to waive any technicality in any
                                                                               bid/proposal submitted, and to accept any part of a
3.0   QUALITY: Unless otherwise indicated in the request,                      bid/proposal as deemed to be in the best interests of the
      all material shall be first quality. Items which are used,               State of Wisconsin.
      demonstrators, obsolete, seconds, or which have been
      discontinued are unacceptable without prior written                      Bids/proposals MUST be date and time stamped by the
      approval by the State of Wisconsin.                                      soliciting purchasing office on or before the date and
                                                                               time that the bid/proposal is due. Bids/proposals date
4.0   QUANTITIES: The quantities shown on this request                         and time stamped in another office will be rejected.
      are based on estimated needs. The state reserves the                     Receipt of a bid/proposal by the mail system does not
      right to increase or decrease quantities to meet actual                  constitute receipt of a bid/proposal by the purchasing
      needs.                                                                   office.

5.0   DELIVERY: Deliveries shall be F.O.B. destination                   9.0   METHOD OF AWARD: Award shall be made to the
      freight prepaid and included unless otherwise specified.                 lowest responsible, responsive bidder unless otherwise
                                                                               specified.
6.0   PRICING AND DISCOUNT: The State of Wisconsin
      qualifies for governmental discounts and its educational           10.0 ORDERING:          Purchase orders or releases via
      institutions also qualify for educational discounts. Unit               purchasing cards shall be placed directly to the
      prices shall reflect these discounts.                                   contractor by an authorized agency. No other purchase
                                                                              orders are authorized.
      6.1   Unit prices shown on the bid/proposal or contract
            shall be the price per unit of sale (e.g., gal., cs.,        11.0 PAYMENT TERMS AND INVOICING: The State
            doz., ea.) as stated on the request or contract. For              of Wisconsin normally will pay properly submitted
            any given item, the quantity multiplied by the unit               vendor invoices within thirty (30) days of receipt
            price shall establish the extended price, the unit                providing goods and/or services have been delivered,
            price shall govern in the bid/proposal evaluation                 installed (if required), and accepted as specified.
            and contract administration.
                                                                               Invoices presented for payment must be submitted in
      6.2   Prices established in continuing agreements and                    accordance with instructions contained on the purchase
            term contracts may be lowered due to general                       order including reference to purchase order number and
            market conditions, but prices shall not be subject                 submittal to the correct address for processing.
            to increase for ninety (90) calendar days from the
            date of award. Any increase proposed shall be                      A good faith dispute creates an exception to prompt
            submitted to the contracting agency thirty (30)                    payment.
            calendar days before the proposed effective date
                                                                    16
DOA-3054
Page 3 of 3


                                                                               overcharges as to goods, materials or services
12.0 TAXES: The State of Wisconsin and its agencies are                        purchased in connection with this contract.
     exempt from payment of all federal tax and Wisconsin
     state and local taxes on its purchases except Wisconsin             17.0 ASSIGNMENT: No right or duty in whole or in part
     excise taxes as described below.                                         of the contractor under this contract may be assigned or
                                                                              delegated without the prior written consent of the State
       The State of Wisconsin, including all its agencies, is                 of Wisconsin.
       required to pay the Wisconsin excise or occupation tax
       on its purchase of beer, liquor, wine, cigarettes, tobacco        18.0 WORK CENTER CRITERIA: A work center must
       products, motor vehicle fuel and general aviation fuel.                be certified under s. 16.752, Wis. Stats., and must
       However, it is exempt from payment of Wisconsin sales                  ensure that when engaged in the production of
       or use tax on its purchases. The State of Wisconsin                    materials, supplies or equipment or the performance of
       may be subject to other states' taxes on its purchases in              contractual services, not less than seventy-five percent
       that state depending on the laws of that state.                        (75%) of the total hours of direct labor are performed
       Contractors performing construction activities are                     by severely handicapped individuals.
       required to pay state use tax on the cost of materials.
                                                                         19.0 NONDISCRIMINATION                 /    AFFIRMATIVE
13.0 GUARANTEED DELIVERY:                     Failure of the                  ACTION: In connection with the performance of work
     contractor to adhere to delivery schedules as specified                  under this contract, the contractor agrees not to
     or to promptly replace rejected materials shall render                   discriminate against any employee or applicant for
     the contractor liable for all costs in excess of the                     employment because of age, race, religion, color,
     contract price when alternate procurement is necessary.                  handicap, sex, physical condition, developmental
     Excess costs shall include the administrative costs.                     disability as defined in s. 51.01(5), Wis. Stats., sexual
14.0 ENTIRE AGREEMENT: These Standard Terms and                               orientation as defined in s. 111.32(13m), Wis. Stats., or
     Conditions shall apply to any contract or order awarded                  national origin. This provision shall include, but not be
     as a result of this request except where special                         limited to, the following: employment, upgrading,
     requirements are stated elsewhere in the request; in such                demotion or transfer; recruitment or recruitment
     cases, the special requirements shall apply. Further, the                advertising; layoff or termination; rates of pay or other
     writtencontract and/or order with referenced parts and                   forms of compensation; and selection for training,
     attachments shall constitute the entire agreement and no                 including apprenticeship. Except with respect to sexual
     other terms and conditions in any document,                              orientation, the contractor further agrees to take
     acceptance, or acknowledgment shall be effective or                      affirmative action to ensure equal employment
     binding unless expressly agreed to in writing by the                     opportunities.
     contracting authority.
                                                                               19.1 Contracts estimated to be over twenty-five
15.0 APPLICABLE LAW AND COMPLIANCE: This                                            thousand dollars ($25,000) require the submission
     contract shall be governed under the laws of the State of                      of a written affirmative action plan by the
     Wisconsin. The contractor shall at all times comply                            contractor.    An exemption occurs from this
     with and observe all federal and state laws, local laws,                       requirement if the contractor has a workforce of
     ordinances, and regulations which are in effect during                         less than twenty-five (25) employees. Within
     the period of this contract and which in any manner                            fifteen (15) working days after the contract is
     affect the work or its conduct. The State of Wisconsin                         awarded, the contractor must submit the plan to
     reserves the right to cancel this contract if the contractor                   the contracting state agency for approval.
     fails to follow the requirements of s. 77.66, Wis. Stats.,                     Instructions on preparing the plan and technical
     and related statutes regarding certification for collection                    assistance regarding this clause are available from
     of sales and use tax. The State of Wisconsin also                              the contracting state agency.
     reserves the right to cancel this contract with any
     federally debarred contractor or a contractor that is                     19.2 The contractor agrees to post in conspicuous
     presently identified on the list of parties excluded from                      places, available for employees and applicants for
     federal procurement and non-procurement contracts..                            employment, a notice to be provided by the
                                                                                    contracting state agency that sets forth the
16.0 ANTITRUST ASSIGNMENT: The contractor and the                                   provisions of the State of Wisconsin's
     State of Wisconsin recognize that in actual economic                           nondiscrimination law.
     practice, overcharges resulting from antitrust violations
     are in fact usually borne by the State of Wisconsin                       19.3 Failure to comply with the conditions of this
     (purchaser). Therefore, the contractor hereby assigns to                       clause may result in the contractor's becoming
     the State of Wisconsin any and all claims for such                             declared an "ineligible" contractor, termination of
                                                                                    the contract, or withholding of payment.

                                                                    17
DOA-3054
Page 3 of 3


                                                                             failure of the contractor to comply with terms,
20.0 PATENT INFRINGEMENT: The contractor selling                             conditions, and specifications of this contract.
     to the State of Wisconsin the articles described herein
     guarantees the articles were manufactured or produced             25.0 VENDOR TAX DELINQUENCY: Vendors who
     in accordance with applicable federal labor laws.                      have a delinquent Wisconsin tax liability may have their
     Further, that the sale or use of the articles described                payments offset by the State of Wisconsin.
     herein will not infringe any United States patent. The
     contractor covenants that it will at its own expense              26.0 PUBLIC RECORDS ACCESS: It is the intention of
     defend every suit which shall be brought against the                   the state to maintain an open and public process in the
     State of Wisconsin (provided that such contractor is                   solicitation, submission, review, and approval of
     promptly notified of such suit, and all papers therein are             procurement activities.
     delivered to it) for any alleged infringement of any
     patent by reason of the sale or use of such articles, and               Bid/proposal openings are public unless otherwise
     agrees that it will pay all costs, damages, and profits                 specified. Records may not be available for public
     recoverable in any such suit.                                           inspection prior to issuance of the notice of intent to
                                                                             award or the award of the contract.
21.0 SAFETY REQUIREMENTS:               All materials,
     equipment, and supplies provided to the State of                  27.0 PROPRIETARY INFORMATION: Any restrictions
     Wisconsin must comply fully with all safety                            on the use of data contained within a request, must be
     requirements as set forth by the Wisconsin                             clearly stated in the bid/proposal itself. Proprietary
     Administrative Code and all applicable OSHA                            information submitted in response to a request will be
     Standards.                                                             handled in accordance with applicable State of
                                                                            Wisconsin procurement regulations and the Wisconsin
22.0 WARRANTY: Unless otherwise specifically stated by                      public records law. Proprietary restrictions normally
     the bidder/proposer, equipment purchased as a result of                are not accepted. However, when accepted, it is the
     this request shall be warranted against defects by the                 vendor's responsibility to defend the determination in
     bidder/proposer for one (1) year from date of receipt.                 the event of an appeal or litigation.
     The equipment manufacturer's standard warranty shall
     apply as a minimum and must be honored by the                           27.1 Data contained in a bid/proposal, all
     contractor.                                                                  documentation provided therein, and innovations
                                                                                  developed as a result of the contracted
23.0 INSURANCE RESPONSIBILITY: The contractor                                     commodities or services cannot by copyrighted or
     performing services for the State of Wisconsin shall:                        patented.     All data, documentation, and
                                                                                  innovations become the property of the State of
       23.1 Maintain worker's compensation insurance as                           Wisconsin.
            required by Wisconsin Statutes, for all employees
            engaged in the work.                                             27.2 Any material submitted by the vendor in response
                                                                                  to this request that the vendor considers
       23.2 Maintain commercial liability, bodily injury and                      confidential and proprietary information and
            property damage insurance against any claim(s)                        which qualifies as a trade secret, as provided in s.
            which might occur in carrying out this                                19.36(5), Wis. Stats., or material which can be
            agreement/contract. Minimum coverage shall be                         kept confidential under the Wisconsin public
            one million dollars ($1,000,000) liability for                        records law, must be identified on a Designation
            bodily injury and property damage including                           of Confidential and Proprietary Information form
            products liability and completed operations.                          (DOA-3027). Bidders/proposers may request the
            Provide motor vehicle insurance for all owned,                        form if it is not part of the Request for
            non-owned and hired vehicles that are used in                         Bid/Request for Proposal package. Bid/proposal
            carrying out this contract. Minimum coverage                          prices cannot be held confidential.
            shall be one million dollars ($1,000,000) per
            occurrence combined single limit for automobile
            liability and property damage.

       23.3 The state reserves the right to require higher or
            lower limits where warranted.

24.0 CANCELLATION: The State of Wisconsin reserves
     the right to cancel any contract in whole or in part
     without penalty due to nonappropriation of funds or for

                                                                  18
DOA-3054
Page 3 of 3




28.0 DISCLOSURE: If a state public official (s. 19.42,                 32.0 HOLD HARMLESS: The contractor will indemnify
     Wis. Stats.), a member of a state public official's                    and save harmless the State of Wisconsin and all of its
     immediate family, or any organization in which a state                 officers, agents and employees from all suits, actions, or
     public official or a member of the official's immediate                claims of any character brought for or on account of any
     family owns or controls a ten percent (10%) interest, is               injuries or damages received by any persons or property
     a party to this agreement, and if this agreement involves              resulting from the operations of the contractor, or of any
     payment of more than three thousand dollars ($3,000)                   of its contractors, in prosecuting work under this
     within a twelve (12) month period, this contract is                    agreement.
     voidable by the state unless appropriate disclosure is
     made according to s. 19.45(6), Wis. Stats., before                33.0 FOREIGN CORPORATION: A foreign corporation
     signing the contract. Disclosure must be made to the                   (any corporation other than a Wisconsin corporation)
     State of Wisconsin Ethics Board, 44 East Mifflin Street,               which becomes a party to this Agreement is required to
     Suite 601, Madison, Wisconsin 53703 (Telephone 608-                    conform to all the requirements of Chapter 180, Wis.
     266-8123).                                                             Stats., relating to a foreign corporation and must
                                                                            possess a certificate of authority from the Wisconsin
       State classified and former employees and certain                    Department of Financial Institutions, unless the
       University of Wisconsin faculty/staff are subject to                 corporation is transacting business in interstate
       separate disclosure requirements, s. 16.417, Wis. Stats.             commerce or is otherwise exempt from the requirement
                                                                            of obtaining a certificate of authority. Any foreign
29.0 RECYCLED MATERIALS: The State of Wisconsin                             corporation which desires to apply for a certificate of
     is required to purchase products incorporating recycled                authority should contact the Department of Financial
     materials whenever technically and economically                        Institutions, Division of Corporation, P. O. Box 7846,
     feasible. Bidders are encouraged to bid products with                  Madison, WI 53707-7846; telephone (608) 261-7577.
     recycled content which meet specifications.
                                                                       34.0 WORK CENTER PROGRAM:                       The successful
30.0 MATERIAL SAFETY DATA SHEET:                     If any                 bidder/proposer shall agree to implement processes that
     item(s) on an order(s) resulting from this award(s) is a               allow the State agencies, including the University of
     hazardous chemical, as defined under 29CFR                             Wisconsin System, to satisfy the State's obligation to
     1910.1200, provide one (1) copy of a Material Safety                   purchase goods and services produced by work centers
     Data Sheet for each item with the shipped container(s)                 certified under the State Use Law, s.16.752, Wis. Stat.
     and one (1) copy with the invoice(s).                                  This shall result in requiring the successful
                                                                            bidder/proposer to include products provided by work
31.0 PROMOTIONAL             ADVERTISING /        NEWS                      centers in its catalog for State agencies and campuses or
     RELEASES: Reference to or use of the State of                          to block the sale of comparable items to State agencies
     Wisconsin, any of its departments, agencies or other                   and campuses.
     subunits, or any state official or employee for
     commercial promotion is prohibited. News releases
     pertaining to this procurement shall not be made
     without prior approval of the State of Wisconsin.
     Release of broadcast e-mails pertaining to this
     procurement shall not be made without prior written
     authorization of the contracting agency.




                                                                  19
9.0   REQUIRED FORMS

      The following forms must be completed and submitted with the proposal in accordance with the instructions given in
      Section 2.4. Blank forms are attached.

              Designation of Confidential and Proprietary Information (DOA-3027)
              Vendor Information (DOA-3477)
              Vendor Reference (DOA-3478)
              RFP Form (DOA-3261)
              RFP Checklist
              Cooperative Purchasing Agreement




                                                         20
             RFP Checklist (must be enclosed with proposal)
                                                                                                             YES   NO
Our firm has at least three (3) years‟ recent verifiable experience providing address cleansing or address
management services for a variety of enterprise application systems of comparable complexity to those in
use at the University of Wisconsin and other State government agencies. (Section 4.1.1)

The required Financial Capacity Report is enclosed. (Section 4.1.2)

The proposed application will maintain United States Postal Service (USPS) Coding Accuracy Support
System (CASS) certification throughout the life of the contract.
The proposed application will correct addresses to CASS standard, including Delivery Point Validation
(DPV) for U.S. addresses.
The proposed application can provide comprehensive batch address cleaning of the PeopleSoft Campus
Community data, where the data set includes c. 2,000,000 Student Administration records and 600,000
Human Resource records.
The proposed application can cleanse addresses in batches before they are entered into PeopleSoft or
immediately after they are entered into PeopleSoft.
The proposed application can provide for batch cleansing of addresses on standard PeopleSoft tables.
The proposed application can cleanse addresses at the point of address entry/edit.
The proposed application can provide user based rules for how address formatting will be handled.

The proposed application can provide address cleansing on a variety of PeopleSoft applications and
integrate with other databases.
The proposed application can allow end users to know before saving an address when it does not meet
address cleansing rules
The proposed application can provide easily understood resolution of address errors at time of entry
The proposed application allows the user to override an error and save an address, even if it does not get
cleansed.
The proposed application can call address cleansing capabilities as web services.
Client list and references have been provided (Section 5.9)
All the required Forms have been included.




                                                              21
STATE OF WISCONSIN
DOA-3027 N(R01/98)

                         DESIGNATION OF CONFIDENTIAL AND PROPRIETARY INFORMATION


The attached material submitted in response to Bid/Proposal # 09-RG-2443                includes proprietary and confidential information
which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or is otherwise material that can be kept confidential under the
Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this bid/proposal response be treated as
confidential material and not be released without our written approval.

Prices always become public information when bids/proposals are opened, and therefore cannot be kept confidential.

Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c), Wis. Stats. as
follows: "Trade secret" means information, including a formula, pattern, compilation, program, device, method, technique or process
to which all of the following apply:
 1. The information derives independent economic value, actual or potential, from not being generally known to, and        not
   being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use.
 2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.

We request that the following pages not be released

Section                                            Page #                 Topic




 _______________________________________________________________________________________________________
Attach additional page if necessary.


IN THE EVENT THE DESIGNATION OF CONFIDENTIALITY OF THIS INFORMATION IS CHALLENGED, THE
UNDERSIGNED HEREBY AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY ASSISTANCE TO DEFEND
THE DESIGNATION OF CONFIDENTIALITY AND AGREES TO HOLD THE STATE HARMLESS FOR ANY COSTS OR
DAMAGES ARISING OUT OF THE STATE'S AGREEING TO WITHHOLD THE MATERIALS.

Failure to include this form in the bid/proposal response may mean that all information provided as part of the bid/proposal response
will be open to examination and copying. The state considers other markings of confidential in the bid/proposal document to be
insufficient. The undersigned agrees to hold the state harmless for any damages arising out of the release of any materials unless they
are specifically identified above.

                                         Company Name


                              Authorized Representative
                                                                                                    Signature


                              Authorized Representative
                                                                                                  Type or Print


                                                     Date

                      This document can be made available in accessible formats to qualified individuals with disabilities.

                                                                    22
STATE OF WISCONSIN                                                        Bid / Proposal #
DOA-3477 (R05/98)
                                                                     Commodity / Service
VENDOR INFORMATION
1.   BIDDING / PROPOSING COMPANY NAME

     FEIN

     Phone                                                     Toll Free Phone

     FAX                                                       E-Mail Address

     Address

     City                                                      State                Zip + 4

2.   Name the person to contact for questions concerning this bid / proposal.

     Name                                                         Title

     Phone                                                        Toll Free Phone

     FAX                                                          E-Mail Address

     Address

     City                                                      State                Zip + 4

     Any vendor awarded over $25,000 on this contract must submit affirmative action information to the
     department. Please name the Personnel / Human Resource and Development or other person responsible
3.   for affirmative action in the company to contact about this plan.

     Name                                                         Title

     Phone                                                        Toll Free Phone

     FAX                                                          E-Mail Address

     Address

     City                                                      State                Zip + 4

     Mailing address to which state purchase orders are mailed and person the department may contact
4.   concerning orders and billings.

     Name                                                         Title

     Phone                                                        Toll Free Phone

     FAX                                                          E-Mail Address

     Address

     City                                                      State                Zip + 4


5.   CEO / President Name

                    This document can be made available in accessible formats to qualified individuals with disabilities.


                                                                     23
STATE OF WISCONSIN                                                          Bid / Proposal #
DOA-3478 (R12/96)



                                                          VENDOR REFERENCE



FOR VENDOR:

Provide company name, address, contact person, telephone number, and appropriate information on the
product(s) and/or service(s) used for four (4) or more installations with requirements similar to those included in this
solicitation document. If vendor is proposing any arrangement involving a third party, the named references should
also be involved in a similar arrangement.

Company Name

Address (include Zip + 4)

Contact Person                                                                Phone No.

Product(s) and/or Service(s) Used




Company Name

Address (include Zip + 4)

Contact Person                                                                Phone No.

Product(s) and/or Service(s) Used




Company Name

Address (include Zip + 4)

Contact Person                                                                Phone No

Product(s) and/or Service(s) Used




Company Name

Address (include Zip + 4)

Contact Person                                                                Phone No.

Product(s) and/or Service(s) Used




This document can be made available in accessible formats to qualified individuals with disabilities.


                                                                       24
State of Wisconsin
DOA-3261 (R08/2003)
s.16.75, Wis. Statutes

PROPOSALS MUST BE SEALED AND ADDRESSED TO:                                                             Remove from proposer list for this commodity/service. (Return this page only.)
AGENCY ADDRESS:                                                                                     Proposal envelope must be sealed and plainly marked in lower corner with due date and Request
                                                                                                    for Proposal # RG-09-2443. Late proposals will be rejected. Proposals MUST be date and
            Ruth Ginzberg, Procurement Specialist Senior                                            time stamped by the soliciting purchasing office on or before the date and time that the proposal is
                                                                                                    due. Proposals dated and time stamped in another office will be rejected. Receipt of a proposal by
            University of Wisconsin System                                                          the mail system does not constitute receipt of a proposal by the purchasing office. Any proposal
            Office of Procurement                                                                   which is inadvertently opened as a result of not being properly and clearly marked is subject to
                                                                                                    rejection. Proposals must be submitted separately, i.e., not included with sample packages or other
            780 Regent Street Suite 145                                                             proposals. Proposal openings are public unless otherwise specified. Records will be available for
            Madison, Wisconsin 53715                                                                public inspection after issuance of the notice of intent to award or the award of the contract.
                                                                                                    Proposer should contact person named below for an appointment to view the proposal record.
                                                                                                    Proposals shall be firm for acceptance for sixty (60) days from date of proposal opening, unless
               REQUEST FOR PROPOSAL                                                                 otherwise noted. The attached terms and conditions apply to any subsequent award.

                           THIS IS NOT AN ORDER                                                     Proposals MUST be in this office no later than
                                                                                                                                                                             Public Opening
PROPOSER (Name and Address)                                                                         June 4, 2009 2:00 p.m. CDST                                              No Public Opening
                                                                                                    Name (Contact for further information)

                                                                                                    Ruth Ginzberg (rginzberg@uwsa.edu)
                                                                                                    Phone                                                             Date

                                                                                                    608-263-4379                                                      April 22, 2009
                                                                                                    Quote Price and Delivery FOB

                                                                                                    Delivered, Installed
                                                                                               Description




                               Address Management Services for University of Wisconsin System




Payment Terms: To Be Negotiated                                                                    Delivery Time: To be negotiated
    We claim minority bidder preference [Wis. Stats. s. 16.75(3m)]. Under Wisconsin Statutes, a 5% preference may be granted to CERTIFIED Minority Business Enterprises. Bidder must be
    certified by the Wisconsin Department of Commerce. If you have questions concerning the certification process, contact the Wisconsin Department of Commerce, 5th Floor, 201 W. Washington
    Ave., Madison, Wisconsin 53702, (608) 267-9550.
    We are a work center certified under Wis. Stats. s. 16.752 employing persons with severe disabilities. Questions concerning the certification process should be addressed to the Work Center
    Program, State Bureau of Procurement, 6th Floor, 101 E. Wilson St., Madison, Wisconsin 53702, (608) 266-2605.
Wis. Stats. s. 16.754 directs the state to purchase materials which are manufactured to the greatest extent in the United States when all other factors are substantially equal. Materials covered in our
bid were manufactured in whole or in substantial part within the United States, or the majority of the component parts thereof were manufactured in whole or in substantial part in the United States.
         Yes              No           Unknown
In signing this proposal we also certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free
competition; that no attempt has been made to induce any other person or firm to submit or not to submit a proposal; that this proposal has been independently arrived at without collusion with any
other proposer, competitor or potential competitor; that this proposal has not been knowingly disclosed prior to the opening of proposals to any other proposer or competitor; that the above statement
is accurate under penalty of perjury.
We will comply with all terms, conditions and specifications required by the state in this Request for Proposal and all terms of our proposal.
Name of Authorized Company Representative (Type or Print)                        Title
                                                                                                                                                 Phone     (                )
                                                                                                                                                 Fax       (                )
Signature of Above                                                               Date                             Federal Employer Identification No.          Social Security No. if Sole
                                                                                                                                                               Proprietor (Voluntary)


                                 This form can be made available in accessible formats upon request to qualified individuals with disabilities
                                                                                                   25
State of Wisconsin                                                                                  Division of State Agency Services
Department of Administration                                                                             State Bureau of Procurement
DOA-3333 (R03/2004)




    Vendor Agreement
                                      Wisconsin’s Cooperative Purchasing Service

Wisconsin statutes (s. 16.73, Wis. Stats.) establish authority to allow Wisconsin municipalities to purchase from state contracts.
Participating in the service gives vendors opportunities for additional sales without additional bidding. Municipalities use the
service to expedite purchases. A "municipality" is defined as any county, city, village, town, school district, board of school
directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having the
authority to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this state may
participate in cooperative purchasing with the state or any municipality under ss. 66.0301(1) and (2), Wis.Stats.

Interested municipalities:

            will contact the contractor directly to place orders referencing the state agency contract number; and

            are responsible for receipt, acceptance, inspection of commodities directly from the contractor, and making payment
             directly to the contractor.

The State of Wisconsin is not a party to these purchases or any dispute arising from these purchases and is not liable for
delivery or payment of any of these purchases.

    Bidders/Proposers may or may not agree to furnish the commodities or services of this bid/proposal to Wisconsin
        municipalities and other government entities. A vendor’s decision on participating in this service has no effect on
        awarding this contract.

    A vendor in the service may specify minimum order sizes by volume or dollar amount, additional charges beyond normal
    delivery areas, or other minimal changes for municipalities.

        Vendor: please make sure the appropriate boxes are checked below. You may change the default if necessary.

                   I Agree to furnish the commodities or services of this bid/proposal to Wisconsin municipalities with any special
                   conditions noted below.
                   I Agree to furnish the commodities or services of this bid/proposal to other State of Wisconsin agencies with
                   any special conditions noted below. (The University strongly encourages proposers to check this option.)
                   I Agree to furnish the commodities or services of this bid/proposal to Minnesota State agencies or other States’
                   agencies with any special conditions noted below.
                   I Do Not Agree to furnish the commodities or services to any of the entities listed above under the terms of this
                   bid.

Special Conditions (if applicable):




Signature                                                                              Date (mm/dd/ccyy)


Name (Type or Print)                                                                   Title


Company                                                                                Telephone

                                                                                       (        )
Address (Street)                                   City                                State        ZIP + 4


Commodity/Service                                                                      Request for Bid/Proposal Number




                                                                  26
                                 APPENDIX A



                                             2007-2008
                                              Budgeted          2007-2008
                              2008-2009       Faculty &         Budgeted
                             Student Head    Unclassified       Classified
                                Count         Positions          Positions
UW-Eau Claire                        11140            682                 415
UW-Green Bay                          6286            356                 208
UW-La Crosse                          9880            618                 318
UW-Madison                           41620           9358                5280
UW-Milwaukee                         29215           1977                1039
UW-Oshkosh                           12753            816                 423
UW-Parkside                           5167            323                 184
UW-Platteville                        7512            459                 248
UW-River Falls                        6555            378                 262
UW-Stevens Point                      9163            670                 364
UW-Stout                              8839            595                 409
UW-Superior                           2689            233                 153
UW-Whitewater                        10962            649                 363
UW Colleges:
UW-Baraboo/Sauk County                679               31                12
UW-Barron County                      627               28                12
UW-Fond du Lac                        736               32                16
UW-Fox Valley                        1650               68                21
UW-Manitowoc                          543               31                14
UW-Marathon County                   1364               60                24
UW-Marinette                          469               26                12
UW-Marshfield/Wood County             628               30                13
UW-Richland                           474               24                11
UW-Rock County                       1058               44                15
UW-Sheboygan                          782               31                15
UW-Washington County                 1018               39                16
UW-Waukesha                          2035               87                32
UW-Colleges Online                   1212               54                25
UW System Administration                                81                63
UW Extension                                           837               256

                   Totals:        175,056           18,617             10,223

                                             Total Students & Staff:            203,896


                                       27
                                          Appendix B
                                         Cost Proposal

Pricing

          Limited Funding

When possible, vendors should price the listed additional features and service/support
separately and not include them in the price of their core product, unless the additional
features are an inseparable part of the core product. Limited funding may cause the
university to purchase only the core product initially and purchase additional features at a
later time as funds become available.

       Price
Core product (Describe specifically the functionality contained in the core product using the
RFP specification numbers as a guide)

          Software License (minimum of fill in concurrent users):

          Equipment (if required):

          Training (up to         individuals at         regional sites):

Service and Support:

          Maintenance/Support Year 1 (if not included in License):

          Maintenance/Support Year 2:

          Maintenance/Support Year 3:

          Maintenance/Support Years 4-10:

          Hourly rate for on-site support if not included:

Additional Feature or Capacity #1: (describe)

          Software:

          Equipment (if applicable):


Additional Feature or Capacity #2: (describe)
       Software:

          Equipment (if applicable):




                                                   28
Additional Feature or Capacity #3: (describe)
       Software:

       Equipment (if applicable):


Additional Feature or Capacity #4: (describe)
       Software:

       Equipment (if applicable):


Additional Feature or Capacity #5: (describe)

       Software:

       Equipment (if applicable):


       Other related products or services: (This will not be considered in the award, but
may be provided for informational purposes.). Please describe.




                                             29

								
To top