IMF_SharePoint_RFP352

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Request for Proposal No. 352

MICROSOFT SHAREPOINT SERVICES

1.0 INTRODUCTION

The International Monetary Fund (IMF) is currently implementing Sharepoint across theenterprise and seeks vendor partners to provide a broad range of consulting and technicalservices. The IMF anticipates approximately 150 to 200 man months of Sharepointdevelopment needs spread out over 10 to 15 independent projects over the next 18 monthsand is inviting your company to submit a proposal to undertake some portion of this work.

The IMF intends to establish master agreements with the selected vendor partner / partnersfor its Sharepoint design, development, testing and maintenance needs. The awardedvendor/vendors will be IMFs partners for Sharepoint implementation and can expect toreceive tasks orders for various development needs on an as-required basis over the term of

the contract. Each task order will be contracted on a fixed price, fixed deliverables basis,based on specifications developed by the IMF. The Further details are provided in theattached Statement of Work (SOW).

The IMF, a public international organization, holds a uniquely influential role at the center ofthe international monetary system. The IMF currently has 185 member countries, which is anearly world-wide membership. Its principal objective is to promote international monetarycooperation and a freer system of payments as means of helping its member countriesachieve economic growth, high levels of employment and improved living standards. Itseeks to help its members reach these objectives by providing economic and financial policyadvice, financing, and technical assistance and training.

More Information about IMF, its history, organization and mission may be obtained from theIMF web site, www.imf.org

2.0 SCHEDULE

2.1 Procurement Schedule

Release Date for Request for Proposal: July 28, 2008

Pre-proposal conference: August 4, 200810:00 amProcurement Division

Conference Room1900 Pennsylvania Avenue NWRoom HQ2-09B-702Washington, DC 20431

Proposal Due Date August 15, 20082:00 p.m. EST
http://www.imf.org/http://www.imf.org/http://www.imf.org/


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2.2 Pre-proposal Conference

The purpose of the pre-proposal conference is to clarify any aspects of theRFP. Interested Offerors are strongly urged to attend

2.3 Delivery of Proposals

One original and ten (10) complete copies of your proposal should besubmitted, in a sealed package, by the dates and times as indicated inSection 2.1 to the following address:

International Monetary FundAttn: Mr. John St. HilaireIMF ReceivingCare of Pitney Bowes Mailing Services3310 New York Avenue NEWashington, D.C. 20002

Mark for: RFP No. 352

SharePoint Services

Proposals and the noted costs must be valid for a period of one hundredtwenty (120) days from the proposal due date during which time the pricesand rates will not be escalated. THE IMF RESERVES THE RIGHT TOREJECT LATE PROPOSALS.

2.4 Requirement for Confidentiality

The Offeror will not disclose the existence of this solicitation or anyinformation about the status of the selection process to any third partieswithout the prior written permission of the IMF Procurement Division.

3.0 ORGANIZATION OF THE TECHNICAL PROPOSAL

Responses should be concise and contain the sections described below. Responses that fail toadhere to or comply with the following format may not be considered.

3.1 Cover Letter

Section I, Cover Letter, must be signed by a person or persons authorized to

submit the proposal. The cover letter must clearly identify the Offeror andindicate specific points of contact for discussions and clarifications of theproposal. Such points of contact will include names, titles, address, telephoneand facsimile numbers and, e-mail addresses.

The cover letter must explicitly indicate if the Offeror does, or does not acceptthe IMFs standard contractual terms and conditions as identified in the RFP.In the event that the Offeror does not accept or wishes to discuss alternative


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terms and conditions, the Offeror must explicitly indicate which items are notaccepted and propose specific alternative language as appropriate. The IMFreserves the right to decline without further comment any proposal which doesnot accept the IMFs legal immunities and disputes language.

3.2 Technical Background

The range and degree of experience with Microsoft Sharepoint projects aswell as the depth and quality of resources that a bidding organization is able tooffer will be a key differentiator in this award. Offerors are therefore advisedto respond comprehensively to this section. Offerors also have the opportunityto detail additional expertise and specialized services that they feel may berelevant to the IMF.

Each Offeror must provide the following information:(a) Three specific examples of similar work done on Sharepoint

implementation projects that can demonstrate the full range ofservices that you provide.

(b) List any prior experience working with the IMF, providing details ofwork performed.

3.3 Subcontractors

Please identify any subcontractors or teaming partners are required for thispotential engagement. In the event that subcontractors or teaming partners arerequired, please identify the subcontractors or teaming partners in detail, andprovide detailed information concerning their role on this project, and theircorporate qualifications for the task at hand.

3.4 References

The Offeror will provide a minimum of three (3) current references for similartypes of engagements. Points of contact should be provided with completenames, addresses, and telephone numbers. Please indicate the dates and adescription of the work performed for each engagement. Please provide andclearly identify a separate set of references for subcontractors or teamingpartners if applicable.

The IMF reserves the right to contact any references that may be listed in theproposal to validate any claims made by Offerors.

3.5 Key Personnel

Provide resumes of key personnel proposed for the Offerors Account andRelationship Management Team which will be assigned to the IMF. Providea brief summary or profile of the key technical experts that might be assignedto work on the IMF projects. (E.g. qualifications, years or experience,educational background)


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3.6 Strategic Advice

Please provide an overview of your firms ability to provide strategic adviceand business consulting services on the use of collaborative workplacesoftware systems in general and on Sharepoint in particular.

3.7 Technical ExperiencePlease provide a table showing experience with the specific Sharepointprojects at the IMF or similar organizations.

3.8 Offshore CapabilitiesPlease describe the size, location, ownership and capabilities of any offshorecenters of excellence the Offeror may be able to leverage.

3.9 Metropolitan Washington, DC Area ResourcesPlease provide a table to show the number and type of locally availableresources.

3.10 Approach for Task Order # 1 (Sharepoint Review)Please provide a detailed description of your approach, project schedule, keydeliverables, estimated effort and staffing requirements for Task Order #1 asstated in the Statement of Work

3.11 Approach and Pricing for Task Order # 2 (Web Part Development SeniorStaff Availability)Please provide a detailed description of your approach, project schedule, keydeliverables, estimated effort and staffing requirements for Task Order #2 asstated in the Statement of Work

4.0 ORGANIZATION OF THE BUSINESS PROPOSAL

4.1 The Offeror will provide a separate Business Proposal to state all proposedpricing to complete the work effort. Pricing information should not appear inany other section of the proposal. The IMF will not be responsible for anycosts incurred by Offerors in the preparation of their submissions.

4.2 The Offeror will use the attached Summary Pricing Schedules or reasonablefacsimiles thereof to summarize its Business Proposal. Attachment B contains:

(i) a table of daily rates and estimated annual requirements for specificlabor categories which will be used to price out Task Orders. Please

show separate on and off shore rates if available.(ii) a table for the estimated effort and staffing requirements,culminating with a firm fixed price professional fees quote for thecompletion of Task Order #1

(ii) a table for the estimated effort and staffing requirements,culminating with a firm fixed price professional fees quote for thecompletion of Task Order #1


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5.0 PROPOSAL EVALUATION AND AWARD

5.1 Proposals will be evaluated according to the following criteria:

1. Quality and depth of response to technical requirements.2. Corporate experience and track record in the implementation andintegration of MS Sharepoint..

3. Availability of human resources with depth of knowledge and skills withSharepoint.

4. Ability to provide strategic advice relative to collaborative workspacesand their supporting platforms with particular emphasis on Sharepoint.

5. Price. Specifically, the per hour labor rates for the two Sharepointdeveloper job descriptions listed in the Statement of Work (SOW) AND afirm fixed price for a Task Order #1

5.2 Oral InterviewsIn addition to submission of the proposal by the date stated above, anorganization submitting a proposal may, at the option of the IMF, be requiredduring the evaluation process to make a formal presentation to and/or attend ameeting to discuss the proposal with members of the IMF Evaluation Team.

5.3 Contract Award

The IMF reserves the right to amend the terms and conditions of this RFP atany time in the processand to not award, award part of, or award the entirecontract for the required services for any reason that is, in its opinion, in thebest interest of the IMF. The IMF will not be responsible for any oral

explanations or interpretations of this request for proposal.The IMF reservesthe right to make multiple awards if needed.6.0 PROJECTED REQUIREMENTS/ESTIMATED QUANTITIES

6.1 As requirements arise for specific quantities of items covered herein, orderswill be placed by the authorized individuals.

6.2 The quantities specified in this solicitation are estimated only, and are givenfor the information of bidders and for the purpose of bid evaluation. They donot indicate the actual quantity which will be ordered, since such volume will

depend upon requirements which develop during the contract period.

7.0 STANDARD CONTRACTUAL TERMS AND CONDITIONS

At a minimum, the IMF standard terms and conditions identified in the following sections ofthe RFP will be incorporated into any agreement which may be awarded as a result of thisRFP.


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8.0 PERIOD OF AGREEMENT

8.1 Initial Period

The period of this Agreement shall be 2 years from the date of execution.

8.2 Renewal

This Agreement may be renewed at the expiration of its term by agreement ofboth parties. Such renewal may be for three one-year periods, or less, ifagreeable to all parties.

8.3 Notice

Notice of intent to renew will be given to the Contractor in writing by the IMFProcurement Division, normally 60 days before the expiration date of thecurrent Agreement. (This notice shall not be deemed to commit the IMF to arenewal of the Agreement.)

9.0 PRICE CHANGES

9.1 Price Decreases

Price decreases will be passed on immediately as they occur.

9.2 Price Increases

Unit prices quoted in the Contractors accepted Summary Business Proposalshall not increase for the initial period of the agreement. Prices may increasethereafter on an annual basis but only in proportion to the amount of increasein the Consumer Price Index for all Urban Consumers provided that: (i) theContractor provides ninety (90) days advance written notice of any suchincrease to the IMF Procurement Division and (ii) that no price increase shallbe more than three (3) percent. The IMF reserves the right to cancel its awardfor individual line items whose price increases more than authorized amountsand to reprocure the affected goods and services elsewhere.

10.0 TASK ORDERS

10.1 Offer of Task Order

Orders for consulting services will be based on short letter proposals from the

Contractor directed to the IMF Project Manager. Each letter proposal, knownas the Task Order will address the following issues:

The Tasks to be performed The specific deliverables resulting from the Task Test and Acceptance plans or criteria if necessary.


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The estimated timeframe and schedule for the completion of the Task The key personnel assigned to the Task (including resumes) The estimated level of effort for the Task The firm fixed professional fees for completion of the Task Actual, necessary and reasonable travel and living costs on a not to

exceed basis when travel and living costs are appropriate. Local traveland living costs are not allowed.

Any additional matters pertinent to the individual situation such as: (i)customer furnished materials or software licenses, (ii) test andacceptance criteria, (iii) progress payments if any or (iv) other specialmatters.

10.2 Acceptance of Task Order

Acceptance of an individual Task Order will be indicated by a Purchase Orderfrom the IMF Procurement Division. Billing for acceptable work completedpursuant to authorized Task Orders will reference the individual PurchaseOrder issued to indicate acceptance of the proposed Task Order. Task Orderswill be governed by the prices, terms and conditions of this agreement.Additional or differing terms and conditions on any letter proposal, TaskOrder or Purchase Order will have no effect unless expressly agreed to inwriting by authorized representatives of the parties prior to thecommencement of services.

10.3 Labor Rates

Labor rates on individual Task Orders will be as indicated in the baseagreement. (Reference the Contractors Business Proposal).

10.4 Key Personnel

Any personnel named in a proposed Task Order shall remain responsiblethroughout the period of performance on any accepted Task Order. Nodiversion or replacement may be made without submission of a resume of theproposed replacement with final approval being granted by the IMFProcurement Office.

11.0 SUPPLEMENTAL TERMS AND CONDITIONS

11.1 Minimum Ordering Requirement

The minimum order placed against any resulting contract will be for onefull day. Additional days, if required relevant to any particular task or


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series of closely related tasks, will be placed in increments of one day,prorated to the nearest whole hour as required.

11.2 Maximum Orders

The IMF reserves the right to, but does not require itself to, seek separate

competition on individual task orders valued in excess of $100,000.

11.3 Estimates

If requested, the Contractor shall furnish written estimates in reasonabledetail prior to undertaking any work. The Contractor may request writtendescriptions of the tasks prior to furnishing its estimate. The Contractorwill give prompt written notice to the IMF Project manager designee,when the level of effort reaches (i) fifty percent (50%) of the estimatednumber of hours required for a particular task or series of related tasks,and (ii) shall give a second written notice to the IMF Project Managerwhen the actual level of effort reaches eighty percent (80%) of the

estimated number of hours required for a particular task or series of relatedtasks.

The IMF will accept reasonable variances from estimates but reserves theright to cancel the Agreement for cause in the event that the aggregatenumber of actual hours exceeds the estimated requirements by more thantwenty percent (20%) over any one-year period.

11.4 Transition Period Upon Expiration of Contract

Individual Task Orders started prior to the contract expiration shall becarried on under the original prices, terms and conditions stated on the

original order for no more than sixty (60) days past the expiration of thisagreement (collectively, the Transition Period.) The Contractor shallmake best efforts to complete such assignments within the TransitionPeriod and shall not pursue such work beyond the Transition Period in theabsence of separate written authorization to do so from the IMFProcurement Division.

12.0 AUDIT

The IMF reserves the right to inspect and audit the Contractors accounting, financial andother records and documents which are relevant to the performance of this Agreement.Any such inspection or audit shall be undertaken at the IMFs cost, and shall occur duringnormal business hours, and shall be conducted in a manner so as to not unnecessarilyinterfere with the business of the Contractor. Contractor hereby undertakes to maintaincomplete, accurate and verifiable records of all costs charged and/or chargeable to theIMF under this Agreement or any extension(s) thereof, and agrees to retain such recordsfor a period not less than three (3) calendar years following a termination of thisAgreement or after final payment, whichever occurs last. The Contractor shall diligentlycooperate with the IMFs representatives during any such inspection and audit and


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15.0 INVOICING

15.1 Invoice To

The Contractor agrees to submit itemized invoices for satisfactorycompletion, delivery, and acceptance of deliverables to such points ofcontact as are indicated on individual purchase orders or task ordersReference such Purchase Order numbers as may be assigned at a later dateby the IMF.

Invoices for actual, necessary and reasonable travel and living expensesmay be submitted as the relevant expenses are incurred subject to not toexceed limits as indicated in the Summary Pricing Schedule. Individualexpenses in excess of $50.00 must be supported by paid receipts.

Payment terms will be Net 30 days.

15.2 Timely Basis of Invoices

The IMF is not obligated to accept any invoice which is delivered to theIMF greater than 180 days beyond the date of delivery for the relevantgoods or services covered by the invoice.

16.0 OWNERSHIP

The IMF shall have the exclusive ownership of and right to use any documents or othertangible products, including intellectual property, of the services provided for herein,except to the extent that they incorporate property already owned by any other party

including The Contractor. The Contractor shall inform the IMF of such ownership, shalllicense or obtain any necessary license for the IMF's use of such property, and shall holdthe IMF harmless from any claims for unauthorized use of such property.

17.0 IMMUNITIES OF THE INTERNATIONAL MONETARY FUND:

TAXES AND DISPUTES

Article IX of the Articles of Agreement of the International Monetary Fund, asincorporated into the laws of the United States and the District of Columbia by theBretton Woods Agreements Act (22 U.S. Code Section 286h), provides that theInternational Monetary Fund, its property and its assets, wherever located and bywhomsoever held, are immune from every form of judicial process. In addition, the IMF,its assets, property, income, and its authorized operations and transactions, are immunefrom all taxation and from all customs duties, and the IMF is immune from liability forthe collection or payment of any tax or duty. Accordingly, and notwithstanding anythingto the contrary in this Agreement or any documents to which it refers, it is expresslyagreed and understood that --

(a) The Contractor will not invoke the IMF's immunity to avoid any taxes forwhich the Contractor is legally liable, but will inform the IMF


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immediately of any attempt to impose a tax to which the IMF's immunityappears to apply, and will cooperate with the IMF at IMF's expense withrespect to any such attempt.

(b) The IMF is immune from all forms of judicial process, including lawsuitsand summons in connection therewith; the IMF does not waive thatimmunity in relation to this Agreement.

All claims and disputes arising out of or in connection with this Agreement shall besettled by the mutual agreement of the parties. Provided, however, that failing suchagreement, the claim or dispute shall be settled by arbitration. Upon written notice by aparty that a claim or dispute shall be submitted to arbitration, each party shall appoint anarbitrator, and the two arbitrators so appointed shall appoint a third arbitrator who shallact as president of the Tribunal. If the party receiving notice of arbitration fails to appointan arbitrator within thirty days of receiving notice, then the first arbitrator shall be thesole arbitrator. The Tribunal shall conduct arbitration according to procedures andstandards agreed by the parties or, in the absence of an applicable agreement, according

to the Commercial Arbitration Rules of the American Arbitration Association then ineffect, in so far as determined to be relevant by the Tribunal. The arbitral case shall bedecided according to the terms of this agreement and the law of the District of Columbia.If a claim or dispute would have been barred by a time limitation had it been asserted in acourt of the District of Columbia, then the Tribunal shall declare the claim or dispute tobe extinguished on the merits and the arbitration shall conclude. Any award or proceduraldecision of the Tribunal shall, if necessary, be made by a majority and, in the event thatno majority may be formed, the presiding arbitrator shall proceed as if he were a solearbitrator. In the event of default by either party in respect of any procedural order madeby the Tribunal, the Tribunal shall have power to proceed with the arbitration and tomake its award. Unless the Tribunal decides otherwise in its final award, each party shall

pay the costs it incurred, including attorneys' fees and the fees of witnesses, in relation tothe preparation and presentation of its claims or responses in the arbitral proceedings, andthe costs of the conduct of the arbitral proceedings, including arbitrators' fees, shall beequally shared by the parties. The award of the Tribunal shall be rendered within thirty(30) days of the final hearing on the dispute. Such award shall be in writing and induplicate, one to be delivered to each party. The arbitral award of the Tribunal shall befinal and binding upon the parties. The submission of a claim or dispute to arbitrationshall not be considered to be a waiver of the immunities of the IMF.

18.0 ASSIGNMENT

This Agreement and any payments that may become due hereunder may not be assignedby either party.

19.0 INSURANCE AND LIABILITY

a. The Contractor agrees to maintain at its own expense such insurance as willfully protect the Contractor, its agents, its employees, its subcontractors and


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the IMF from any and all claims. The Contractor must carry insuranceequal to or greater than the coverages listed below:

i. Comprehensive General Liability: $1,000,000 per occurrence$2,000,000 aggregate

ii. Automobile Liability: $1,000,000 per occurrence

$1,000,000 aggregateiii. Workers Compensation: Statutoryiv. Employer's Liability: $500,000v. Excess/Umbrella: $2,000,000

b. The maintenance of such insurance is the sole responsibility of theContractor, and the IMF shall not be required to bear any of the costthereof.

c. The Contractor shall submit Certificates of Insurance evidencing thecoverages required herein upon execution of this Agreement.

d. The Contractor shall promptly remedy any and all damages or loss to anyproperty caused in whole or in part by the Contractor, its agents, itsemployees, its subcontractors, or others directly or indirectly employed bythem.

20.0 INDEMNIFICATION

a. The Contractor shall indemnify and hold the IMF harmless against any loss ordamage that may be sustained by reason of the Contractors failure to complywith federal, state, and local laws, ordinances, regulations, and codes.

b. The Contractor shall indemnify and hold the IMF harmless against any action

taken by a third party against the Contractor.

21.0 CONFIDENTIAL INFORMATION

The Contractor agrees that it shall require each person assigned to perform workhereunder to abide by the following nondisclosure conditions:

a. Will not disclose, deliver, or use for the benefit of any person other thanthe IMF, or its authorized agents, any restricted or confidentialinformation or material he or she receives from the IMF, other thanmaterial or information previously in the records of the undersigned or

obtainable prior to such disclosure, delivery, or use, from third parties orfrom the public domain;

b. Will adhere to any policies or instructions provided by the IMF as to theclassification, use or disposition of any restricted or confidentialinformation or materials;


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c. Will not use any restricted or confidential information or material forpersonal gain;

d. After the completion or termination of the Agreement, will continue toadhere to the first three clauses above; and

e. (If applicable) will report the termination of the permitted period of accessto IMF computers (including cancellation of any logon received) to theappropriate Technology and General Services management.

The Contractor further agrees to take such steps as may be needed to ensure that theterms of the nondisclosure statements are observed during and after the term of theAgreement.

22.0 PUBLICITY REGARDING AGREEMENT

22.1 The Contractor may publicly release statements of the fact regarding the

Agreement, including the name of the IMF, only upon the IMF's priorreview and approval in writing. Requests for such review and approvalshould be directed to the Funds Procurement Office and will not beunreasonably withheld.

22.2 The Contractor agrees not to refer to awards in commercial advertisingwhich states or implies that the services or products provided are endorsedor preferred by the IMF or are considered by the IMF to be superior toother services or products.

23.0 POINTS OF CONTACT

23.1 Questions concerning technical issues may be directed to

Ms. Virginia WertmanAdvisor, TGS-I Front OfficeInternational Monetary Fund700 19th Street NWWashington, DC 20431Tel (202) 623-8557 Fax (202) 589-8557

23.2 Questions concerning contractual issues may be directed to

John St. HilaireSenior Purchasing Officer, Procurement DivisionInternational Monetary Fund700 19th Street NWWashington, DC 20431Telephone: (202) 623-5869 Fax (202) 623-4914


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24.0 CHANGES

The IMF may, at any time, by written order, require changes in the services to beperformed by the Contractor. If such changes cause an increase or decrease in the

Contractor's cost of, or time required for, performance of any services under this contract,an equitable adjustment shall be made and the contract shall be modified in writingaccordingly. The IMF Procurement Office must approve all work which is beyond thescope of this Request for Proposal.

No services for which an additional cost or fee will be charged by the Contractor shall befurnished without the prior written authorization of the IMF Procurement Division.

25.0 KEY PERSONNEL

The personnel named in the technical proposal as the overall Account Manager shallremain responsible throughout the period of this contract. No diversion or replacement

may be made without submission of a resume of the proposed replacement with finalapproval being granted by the IMF Procurement Office. The Contractor shall not replaceor divert key personnel associated with Individual Task Orders in the absence of priorwritten approval of the IMF Project manager for the relevant Task Order.

26.0 BACKGROUND INVESTIGATIONS REQUIRED

Prior to commencing work at IMF facilities, the Contractor shall engage an investigativeagency specializing in background investigations to conduct, at the Contractors expense,a criminal history check of each agent or employee of the Contractor whom theContractor expects will enter IMFs facilities. The investigative agency is subject to the

approval of the IMF. If the Contractor requires assistance identifying an appropriateinvestigative agency, the IMFs Security Services Unit can be contacted at (202) 623-7196/7193/6545 for a list of approved investigative agencies.

The criminal history check of each such employee shall identify any records of criminalconvictions in Maryland, Washington, DC, and the counties of Arlington, Virginia,Fairfax, Virginia, and the City of Alexandria, Virginia, as well as for each jurisdictionwhere the agent or employee has lived for the previous seven years or after his or her 18thbirthday (whichever is the shorter period).

For each employee checked, the Contractor shall obtain from the investigative agency, on

the agencys letterhead, a report containing the date of the criminal records check, thejurisdictions checked, and the results of the check. Each report shall be maintained on fileby the Contractor at all times during which the Contractor is providing services to theIMF and for six months thereafter. The Contractors copies of reports shall be madeavailable to the IMF upon request.

When the Contractor receives the reports of all criminal history checks, the Contractorwill prepare a letter indicating the name, date of birth, Social Security number andjurisdiction checked for each agent or employee. In respect of each agent or employee for


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whom no criminal record was found, the letter will state that the investigative agencys

report indicates no criminal record found. In respect of each agent or employee for

whom a criminal record was found, the letter will state: criminal report enclosed. TheContractor will deliver (a) the letter, and (b) one copy of each report by the investigativeagency which indicates any criminal activity or no criminal activity to:

Security Services DivisionInternational Monetary Fund700 19th Street, NWWashington, DC 20431

No agent or employee of the Contractor will be authorized to enter any IMF facility toperform work under this Agreement without the aforementioned criminal history check.THE IMF RESERVES THE RIGHT TO DENY ACCESS TO THE IMFs FACILITIESTO ANY INDIVIDUAL.

27.0 COMPLIANCE WITH LAWS

The Contractor shall, at its expense (and not as a Reimbursable Expense), perform itsobligations in a manner that complies with all laws, ordinances, rules, regulations andrequirements (including identifying and procuring required permits, certificates,approvals and inspections) of all Federal, state and municipal governments, courts,departments, commissions, boards and offices, any national or local Board of FireUnderwriters, any environmental agency, or any other body exercising functions similarto those of any of the foregoing that may be applicable (in the absence of any IMFimmunity and regardless of whether such laws are enforceable against the IMF or itsproperty) to the services covered by this agreement.

28.0 SCHEDULE OF ATTACHMENTS

Attachment A: Statement of Work

Attachment B: Business Proposal


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RFP NO. 352

STATEMENT OF WORK AND JOB DESCRIPTIONS

MICROSOFT SHAREPOINT SERVICES

1. INTRODUCTION

This Statement of Work (SOW) is for the purpose of selecting a qualified vendor to provide

project based, fixed price and/or time and materials based IT services in support of the

International Monetary Funds (IMF) Microsoft SharePoint implementation.

The IMF is currently implementing SharePoint enterprise wide and has an anticipated need

for 150 to 200 man months of SharePoint design and development resources over the next 18

to 24 months. SharePoint-based applications will be developed by 10 to 15 project teams and

the IMF is looking for a qualified vendor to provide services in support of these project

teams. The two SharePoint projects that will lay the collaboration foundation for the IMF are:

IT20055: Collaboration with trusted external partners which is intended toposition the IMF as a center of excellence and broker of ideas by introducing

easy to create collaboration spaces in which IMF staff and staff of trusted

external organizations can exchange documents, data and ideas.

IT9242: Desktop@IMF implementation which is intended to transform theway that IMF staff perform their work and interact with colleagues by

introducing a rich suite of integrated tools to strengthen communication,

collaboration, and information management.

There are a number of other systems that will be built on the SharePoint foundation. Theseinclude but are not limited to:

IT20098: Financial Stability Website which is intended to establish aninteractive and user-friendly portal for disseminating IMF information related

to financial stability and capital market developments, and to foster an

exchange of views with internal and external audiences.

IT10159: Economic Data Dissemination - which is intended to modernize theproduction and dissemination of the IMFs statistical data products through

the introduction of a service-oriented interactive web site, including dynamic

graphing services. IT10176: Leveraging the IMF.org website for strategic communications

which is intended to utilize SharePoint to revamp the IMFs external web site,

enabling it to serve as an effective platform for communications with external

audiences.


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Examples of services solicited by the IMF in support of these SharePoint projects include:

Business analysis Requirements gathering Application strategy and architecture Application development (MS SharePoint, MS. NET) Application administration and operations Application Integration (e.g. Peoplesoft, OpenText DM 5.2, BizFlow) Integrating MOSS with third party applications or tools

2. TASK ORDER PROCESS

The IMF intends to establish Master Agreements with a short list of preferred vendors withpre-negotiated hourly rates and service level terms for SharePoint development work.

Individual project managers will then develop detailed requirements and specifications for

their specific SharePoint needs and issue task orders to the selected vendor / vendors. These

task orders may either be for the entire project or sub sections of the project (e.g,

development of a specific module) as applicable.

The vendor will then provide firm fixed professional fees for the successful completion of

the task, based on the estimated effort and the pre-negotiated hourly staffing rates in the

Master Agreement. Work will only start if the Task Order is accepted. All tasked orders will

be dispatched on a fixed price, fixed deliverables basis and will adhere to all terms and

conditions in the Master Agreement.

On occasion, in the event that the task cannot be defined with enough specificity to warrant a

fixed price professional fees quote, the IMF may request for a time and materials quote for a

specific number of FTEs.

Each project manager reserves the right not to dispatch the task order if there is no agreement

on pricing and deliverables or if the proposed approach is inconsistent with the IMFs

expectations. The project manager reserves the right to issue a task order to multiple

preferred vendors depending on vendor capabilities and suitability.

3. STATEMENT OF WORK

As part of the RFP, the IMF is specifically requesting a firm fixed price quote for the

completion of two Task Orders (#1 and #2 included below). Offerors may bid on either or

both of the Task Orders. For each Task Order, your response should include detailed

descriptions of key deliverables, proposed approach, proposed schedule, estimated effort, and


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fixed price professional service fees. The fixed priced professional services fees should be

calculated based on estimated effort and the hourly rates that will be offered as part of the

Master Agreement.

4. SKILL REQUIREMENTS

The selected vendor must have the capability to provide up to 150 - 200 man months of

SharePoint resources over the next 18 months. In order to meet the IMFs requirements, the

vendor is minimally expected to have the four classes of SharePoint resources described

below. The appropriate staffing of resources and skill sets to complete specific task orders

will be left to the selected vendor based on the complexity of the task. The vendor may, in

the Business Proposal section of the RFP, indicate additional labor categories that would be

appropriate for a SharePoint-related work.


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TASK ORDER #1: SHAREPOINT REVIEW

The IMF is implementing SharePoint (MOSS 2007) for collaboration, both internally and

with external trusted partners. The internal effort is in the implementation stages while the

project for collaboration with external partners is in the architectural design stages. An

infrastructure architectural review of the Intranet SharePoint 2007 environment wasconducted to ensure scalability and configuration.

In order to ensure the overall success of both implementations, the IMF desires a vendor to

review and validate both efforts in terms of business objectives, implementation plans and

roadmaps.

Tasks:

Review identified business case and objectives for the two key SharePoint effortsinternal collaboration and collaboration with external trusted partners.

Review existing implementation plans and roadmaps for the two key SharePointefforts.

Review existing configuration of internal SharePoint implementation andrecommended approach for external implementation. The review should include an

assessment of major integration points (Funds document management system, Email,

etc), and the results of this review should be addressed in the recommended approach

for external implementation. The recommended approach for external collaboration

should provide strategies to disseminate documents and Intranet content to external

trusted partners.

Perform gap analysis of objectives, requirements, roadmap and configuration/plans toidentify deficiencies and ensure program success. Affirm that current and planned

implementations are/will be sufficiently robust and scalable to support other

application initiatives, largely for structured data.

Identify key best practices for successful SharePoint implementations that include:governance, business processes reengineering, architecture, security, search,

technology, adoption, communication, and content management for the following

scenarios:

a) Intranet - Team collaboration, publishing sites, social networking, corporatefacebook

b) Extranet - Collaboration: Small groups of external users need to collaborate withinternal staff

c) Extranet - Information Sharing: Distribution of confidential information(documents and intranet content) to other partner organizations solely for the

purpose of informing


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d) Provide recommendations regarding the use of externally hosted solutions vs.internally hosted solutions.

Review the IMFs proposed measures of success against industry best practice andprovide additional/alternate KPIs.

Deliverables:

Report of findings and recommendations. Up to three presentations of key findings to major stakeholders.Assumptions & Constraints:

IMF shall designate a Project Manager to coordinate vendor efforts internally. Work on this task may be performed onsite in the Washington DC offices of the IMF

or remotely at the vendors offices.


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TASK ORDER #2: WEB PART DEVELOPMENT SENIOR STAFF

AVAILABILITY

The vendor is to develop a web part and basic workflow in the SharePoint intranet

environment to collect information on the expected location and schedule of traveling IMF

Executive Directors. This web part will replace the current process which is carried out eachweek as follows: An assistant sends an email message to 24 offices of Executive Directors

requesting information. Each office sends back an email with basic information: Executive

Director weekend availability and how to reach him/her; Alternate Executive Director

weekend availability and how to reach him/her; and upcoming travel plans (dates and

locations world-wide). This information is then placed into a report, which is sent to IMF

Management with a cover note.

Tasks:

Review current business practice and key outputs. Note that a hard copy output is stillnecessary. Assume discussions with 4 organizational units.

Propose alternate process to deliver key output. Develop or leverage third-party solution using SharePoint tools. Make adjustments to solution based on feedback from key stakeholders. Deliver final solution. Conduct knowledge transfer.Deliverables:

As-Is and To-Be process document SharePoint-based technical solution Technical documentation Presentation of solution to key stakeholders.Assumptions:

IMF will provide an IT Project Manager to provide guidance on internaldevelopment, security and change management standards, and coordinate with key IT

and business contacts.

The Fund uses MS Office 2003 product suite and has a number of existing systemsand processes that track official travel, contact information, and attendance. IMF will

be migrating to Office 2007 during the next calendar year.


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JOB DESCRIPTIONS

SharePoint Developer Level I Job Description / Requirements:

Must have solid technical skills and experience in developing, configuring and deployingMicrosoft Office SharePoint Server 2007 applications. Specifically, must be familiar with

SharePoint features and be proficient in developing Web Parts, site definitions, site

templates and custom fields. Must be skillful with using SharePoint Designer 2007,Visual Studio 2005/2008. Must have basic knowledge of Web Part connections, MOSS

Search, My Site sites, .Net Web Services, REST applications, CAML, XML and XSLT

and Ajax. Must have knowledge of integration of SharePoint with 3rd

party tools andpackages e.g. Enterprise search, schemalogic, CARM etc.

The person should demonstrate strong ability to leverage both internal resources (alreadydeveloped services, web parts, methodologies, etc.) and external resources (open source

networks, user groups, freeware, etc.). Complex system integration and QA testing arekey components of the position.

Must have a Bachelors or Masters degree in a related field and 3 to 5 years of related

experience. Must have a minimum of 1 year prior experience in SharePoint.

Senior SharePoint Developer/Designer Level II Job Description / Requirements:Must have solid technical skills and experience in designing, developing, configuring and

deploying Microsoft Office SharePoint Server 2007 applications. Specifically, must befamiliar with SharePoint features and be proficient in developing Web Parts, site

definitions, site templates and custom fields, and have strong skills in usability. Must be

skillful with using SharePoint Designer 2007, Visual Studio 2005/2008. Must haveexperience with Web Part connections, MOSS Search, My Site sites, .Net Web Services,

REST applications, CAML, XML and XSLT and Ajax. Must have knowledge of

integration of SharePoint with 3rd

party tools and packages e.g. Enterprise search,

Schemalogic, CARM etc.

In addition the position will require significant experience in using a standard software

development lifecycle process to design, build and implement high quality solutionsbased on MS SharePoint. The person must be able to make informed recommendations

pertaining to MS SharePoint information and site architecture, infrastructure, software

implementation and web parts design, testing and deployment. Specifically,

recommending and documenting best practices for software configuration, sitepermission policy, and site template management.

The individual should possess the ability to lead and mentor other team members in the

MS SharePoint product. The ability to coordinate SharePoint development, systems

integration and QA testing are key components of the position.


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Must have a Bachelors or Masters degree in a related field an 5 to 10 years of related

experience. Must have a minimum of 2 years of prior experience in SharePoint.

SharePoint Application Architect Job Description/Requirements:Must have solid technical skills and experience developing high-level conceptual models

of business processes and defining solutions based on organization and businessrequirements. Specific experience with architecting, designing, and configuring Microsoft

Office SharePoint Server 2007 applications and identifying key integration points

including third-party tools (Schemalogic, CARM, and DM 5) is essential.

The individual should have the ability to lead and mentor developers in the MS

SharePoint product and associated guidelines and best practices, and SDLC. The

individual should possess strong logic and analytic skills, attention to detail and ability toorganize information in a logical and consistent fashion. Excellent written, verbal, and

interpersonal skills.

Must have a Bachelors or Masters degree in a related field and 5 to 10 years of relatedexperience. Must have a minimum of 2 years of prior experience in SharePoint.

SharePoint Senior Administrator Job Description / Requirements:Must have solid technical skills and experience in architecting, designing, developing,

configuring and deploying Microsoft Office SharePoint Server 2007 and related

components.. Specifically, must be familiar with SharePoint features and be proficient in;installation & configuration of MOSS 2007 in a multi-server farm environment, certified

in MS Windows 2003, expert in IIS 6.0 with a full understanding of DOTNET

applications, strong understanding of MS SQL Server 2005, a good understanding ofnetwork and connectivity issues along with a working knowledge of MS Active

Directory, a proven history of MOSS application deployments, and a thorough knowledge

of security aspects/permissions in SharePoint environment. Must also have knowledge ofinstallation and integration of SharePoint with 3

rdparty tools and packages e.g. Enterprise

search, Schemalogic, CARM etc.

In addition the position will require significant experience in using a standard process todesign, build and implement high quality solutions based on MS SharePoint. The person

must be able to make informed recommendations pertaining to MS SharePoint

information and site architecture, infrastructure, software implementation and web partsdesign, testing and deployment. Specifically, recommending and documenting best

practices for software configuration, site permission policy, architecture and site template

management.

The individual should possess the ability to lead and mentor other team members in the

MS SharePoint product. The ability to coordinate SharePoint systems integration and QA

testing are key components of the position.

Must have a Bachelors or Masters degree in a related field and 5 to 10 years of related

experience. Must have a minimum of 2 years of prior experience in SharePoint.


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ATTACHMENT B

SUMMARY PRICING SCHEDULES

Request for Proposal No. 352

SHAREPOINTSERVICES

Table of Labor Categories and Daily Billing Rates for Task Orders as Required

(On Shore Rates)

Labor Category EstimatedAnnualRequirement

Unit UnitPrice

Extension

1 Sharepoint Developer I 765 Days $ $

2 Sharepoint Developer II 510 Days

3 Application Architect 255 Days

4 Senior Administrator 1020 Days

Grand Total:............................................................... $

Table of Labor Categories and Daily Billing Rates for Task Orders as Required

(Off Shore Rates)Labor Category Estimated

Annual

Requirement

Unit UnitPrice

Extension

1 Sharepoint Developer I 765 Days $ $

2 Sharepoint Developer II 510 Days

3 Application Architect 255 Days

4 Senior Administrator 1020 Days

Grand Total:............................................................... $


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Price Schedule - 2 - RFP No. 352

RFP No. 352

Task Order No. 1

Architecture ReviewLabor Hour istribut on Matrixs D i

Deliverable Name 1

Title

Name 2

Title

Name 3

Title

Name 4

Title

Name 5

Title

Total

days

Report of Findings &Recommendations

Up to Three Presentations toMajor Stakeholders

Total days by team member

Team member daily rate $ $ $ $ $

Subtotal cost per team

member $

$ $ $ $ $

Actual, necessary and reasonable travel and living expenses not to exceed: $

GRAND TOTAL: $


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RFP No. 352

Task Order No. 1

Architecture Review

Fixed Price Deliverables

Deliverable Firm Fixed Fee

1 Report of Findings & Recommendations

2 Up to Three Presentations to MajorStakeholders

Subtotal, All Fixed Price Deliverables $

Actual, necessary and reasonable travel and

living expenses, not to exceed:

GRAND TOTAL ALL ITEMS:.......................... $


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RFP No. 352

Task Order No. 2Web part Development

Senior Staff Availability

Labor Hours Distribution Matrix

Deliverable Name 1

Title

Name 2

Title

Name 3

Title

Name 4

Title

Name 5

Title

Total

days

As-Is and To-Be ProcessDocument

SharePoint-based TechnicalSolution

Technical Documentation

Presentation of Solution

Total days by team member

Team member daily rate $ $ $ $ $

Subtotal cost per team

member $

$ $ $ $ $

Actual, necessary and reasonable travel and living expenses not to exceed: $

GRAND TOTAL: $


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RFP No. 352

Task Order No. 2

Web Part Development

Senior Staff Availability

Fixed Price Deliverables

Deliverable Firm Fixed Fee

1 As-Is and To-Be Process Document

2 SharePoint-based Technical Solution

3 Technical Documentation

4 Presentation of Solution

Subtotal, All Fixed Price Deliverables $

Actual, necessary and reasonable travel andliving expenses, not to exceed:

GRAND TOTAL ALL ITEMS:.......................... $

This Offer submitted by _________________________________ (Company name)in response to RFP No. 352.

_____________________________________ __________________________Legally Authorized Signature Date

IMF_SharePoint_RFP352

Documents

Transcript of IMF_SharePoint_RFP352