Supplement 1: Salesforce Platform Managed Service€¦ · Web view2.1. Access to Partner / Reseller...

Supplement 1Multi-Agency Data Analytics Processing (Compute, Storage) Platform

Multi-Award Opportunity

Table of Contents1.0 Multi-Agency Data Analytics Processing Platform & Analytics Domain Expertise....................................1

1.1. Background and Overview 1

1.2. Creation of an Ohio Based Analytics Capability as a Workforce and Economic Engine 1

1.3. Analytics Exploratory Projects 2

1.4. Organization of this RFP and Supplements 3

1.5. Data Analytics Processing Platform 4

1.6. Analytics Domain Expertise 5

1.7. Current State Activities and Considerations 6

1.8. Issuance of Competitive Analytics Task Orders Arising from this Solicitation 7

2.0 Data Analytics Compute and Storage Platform Requirements....................................................................92.1. Access to Partner / Reseller / Channel and Expert Data Analytics Firms 9

2.2. Intended and Allowable Operating Systems and Storage 9

2.3. Integration with State Infrastructure and Systems Requirements 10

2.4. Commodity / Public Access Data Sharing Requirements 10

2.5. State Private Data Analytics Platform Requirements 10

2.6. State Protected Data Analytics Platform Requirements 11

2.7. Exploratory Projects: Competitive Bidding and Selection Process 11

2.8. General Requirements and Conventions 13

2.9. Cross Project Collaboration Requirements 13

3.0 Offeror Assumptions and Other Considerations........................................................................................153.1. Assumptions 15

3.2. Pre-Existing Materials and Data 15

3.3. Commercial Materials 15

State of Ohio Department of Administrative Services, Office of Information TechnologySupplement 1: Multi Agency Data Analytics Processing Platform & Analytics Domain Expertise

1.0 Multi-Agency Data Analytics Processing Platform & Analytics Domain Expertise

1.1. Background and Overview

The State maintains more than 2,600 IT systems which span and address the needs of Health and Human Services, Business and Industry, Administration and Finance, Public Safety and Criminal Justice and Infrastructure and the Environment. These IT systems organize and support State Agencies in delivering services to the citizens and businesses of the State as well as serve as vital linkages between the public and the State to seek help and assistance, start and grow businesses, obtain services, work and live in our State. The use of State data assets to increase the well-being of Ohioans, their health, their property, security, livelihood and prosperity is essential.

In aggregate, these systems maintain a wealth of data and historically have been commissioned and operated expressly to serve the purposes of Agencies. Unlocking this data would allow the State to identify and drive meaningful social change to make a difference for the citizens of Ohio – fixing communities, restoring hope to those most in need, identifying inefficiencies, creating jobs and economic growth, adjusting policies, and predicting and preparing for otherwise unexpected events.

The challenge to the State is how best to organize this data into information, identify meaningful social applications and develop policies and programs to focus the State on what is most important to our citizens. In realizing this challenge, there are several opportunities that present themselves that will require coordination, consideration and resolve to design and orchestrate a program that delivers results for our citizens. Better use of Ohio’s vast data, analytical resources and talent pool in our university systems and across the State must be applied to pressing problems such as poverty reduction, job creation, infant mortality and bettering our environment.

In consideration of these State systems and the data they maintain, there is an extraordinary opportunity in performing sharing, unification and analysis of the underlying data sets by placing them under the lens of advanced analytical tools, data scientists, State program experts and policymakers that are now possible and commonly available across the State and the country.

1.2. Creation of an Ohio Based Analytics Capability as a Workforce and Economic Engine

Several recent studies have identified the scarceness of data scientists available in the country to the private sector and rightly identify that the Public Sector is equally underequipped in the background, skills and experience required to organize, analyze and interpret the huge amounts of data that the State possesses.

The State believes that leveraging existing and cultivation of new Ohio-based data analytics expertise will form a blended foundation of computer science and applications, modeling, statistics, analytics and math that are essential ingredients to “unlocking” insight into issues across our State. State Data scientists need the support and experience to develop strong business acumen, coupled with the ability to communicate findings to both business and IT leaders in a way that can influence how the State approaches and solves social challenges.

The analytical platform and work described in this RFP will augment State Agencies focus on services to the public via transactional systems and managerial performance metrics. The goal is to leverage huge amounts of historical data to identify and train systems to sort through and spot anomalies, determine correlations in past behavior, and use them to predict future events or existing opportunities, so that the State can respond with a tailored approach.

State policy makers need the support of highly compute and storage intensive secure processing platforms, highly specialized domain specific expertise, and statistical skills supported by powerful tools that allow effective and proactive decision making and problem-solving. Through this RFP, the State seeks to identify a pool of prequalified data analytics processing platform providers and a prequalified pool of highly specialized and credentialed firms across the State and country to address very near term needs through focused projects and the creation of a repeatable set of methods to attract and retain this expertise for a myriad of potential opportunities that are agency, domain (multiple related agencies), or Statewide in nature.


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1.3. Analytics Exploratory Projects

The role of the Department of Administrative Services (DAS) Office of Information Technology (OIT) is to support business and policy initiatives through the identification, deployment and operation of analytical processing platforms and identification of Data Analytics firms with the requisite tools and expertise both within and outside of the State.

DAS/OIT’s general role is to orchestrate and guide Agencies to support the incubation and growth of this initiative within the State as business or policy opportunities present themselves, gain sponsorship and require a coordinated business/technology approach to understand, analyze and respond to the resulting information with action. In summary, DAS/OIT’s role via this solicitation is to identify and align all technology elements and capabilities – data, systems, Agencies, infrastructure, tools and Analytics firms around the creation of value through this endeavor.

In support of Exploratory Projects awarded under future solicitations, DAS/OIT will: Work with Agencies to identify data analytics problem sets in the formulation of Exploratory Projects; Ensure that executive and business sponsorship and participation is present for these projects; Identify Agency (or if appropriate, Multi-Agency) datasets by which to perform these projects; Establish data sharing / collaboration agreements with and between State agencies that have common

needs and requirements; Assist Agencies in sourcing data from their systems and performing data anonymization routines to

protect the privacy of the individuals represented within these data sets; Establish data set correlation / linking methods (if possible) between data sets to assist Agencies in

sharing and collaborating with one another; Catalogue this data for use by prequalified Analytics firms chosen to perform Exploratory Projects; and Sponsor competitive solicitations for Exploratory Projects and monitor vendor performance and outcomes

against the requirements of Agencies in Exploratory Projects.

Conceptually, the scope of this RFP in the broader State context of Agencies, State Experts and identified Exploratory Projects is as follows:

Scope of Services: Conceptual Context Diagram – Establishment of Exploratory Projects


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Cross Agency Collaboration - Public engagement through this initiative is designed to both enhance the Government's effectiveness and improve the quality of its decisions. Knowledge is widely dispersed across Agencies – often in ways that would be of internal benefit from having access to that knowledge maintained across systems and State Agencies.

Ready access to all State data from an internal perspective will increase opportunities for Agencies to collaborate in policymaking and to provide Agency constituents the benefits of the collective expertise and information available across the State. Uses of this data will focus Agency missions, allow synergies in creating magnifying effects of service delivery and policies and be a multiplier of public good. Additionally, transparency will help Agencies identify and minimize overlaps, gaps, duplication and inefficiencies and foster innovation in our work in serving the public.

Agencies need access to innovative tools, methods, and systems to cooperate and share experiences and expertise among themselves, across the State, and with nonprofit organizations, businesses, and individuals in the private sector. Agencies should solicit public feedback to assess and improve their level of collaboration and to identify new opportunities for cooperation.

1.4. Organization of this RFP and Supplements

The State understands that there are a variety of vendors that may be able to offer either or both of the Data Analytics Compute and Storage Platform(s) and the Data Analytics Expertise and Tools required to perform projects based upon State-specific needs within (or across) data domains contained in this RFP.

The State has organized, to the extent possible, requirements for each of the elements of this RFP as follows:

Data Analytics Compute and Storage Platform (this Supplement); and Data Analytics Expert Firms and Tools Requirements (Supplement 2).

Given the nature of the potential work and usage of commonly available Compute/Storage platforms for other governmental and private sector clients, the State encourages providers eminent in each of these market spaces to collaborate with one another in offering the State as broad a capability as possible through their partner/reseller/alliances and frequent user(s) of their services in the formulation of responses to this RFP.

The State further acknowledges that there are firms that may have deep expertise that are:

Aligned with, or partners of Large Public Cloud Data Analytics Platform Providers; and Independent of Large Public Cloud Data Analytics Platform Providers, but maintain deep expertise and

experience.

All Data Analytics Expert firms, regardless of relationships or independence of Platform Providers are strongly encouraged to consider the requirements of Supplement 2 in light of their expertise and submit proposals. The State has no preference for, nor bias against any Platform Provider or Data Analytics firm, and given the spectrum of State Exploratory Projects under consideration, all Offerors that meet or exceed the requirements of the respective Supplements are encouraged to submit proposals.

Conceptually, the elements of this RFP align with Exploratory Projects as follows:

Scope of Services: Conceptual Context Diagram – Exploratory Project Execution


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1.5. Data Analytics Processing Platform

The State seeks to support a variety of concurrent Exploratory Projects that may have a variety of differing project considerations including:

Use of a variety of analytical tools, whether they be commercial, open-source or proprietary to a Data Analytics firm performing the work – the platform(s) the State seek(s) should be operating system agnostic (e.g., Windows, Linux, Unix or variants);

Accommodation of very high processor core configurations, memory models and high performance storage pools that are capable of ingesting, indexing and assembling very large data sets that may include correlated and non-correlated attributes;

Accommodation of various structured, unstructured, spatial, correlated and uncorrelated data sets from a variety of State Agency sources and external-to-State sources;

Ease of provisioning, use and decommissioning at the conclusion of a project with scalability to allow for preliminary project setup through scalability to process the volumes of data required by any project;

Offering a tiered security model that accommodates the State needs in consideration of the datasets in question including commodity hosting for public access to “open” datasets; private data access for Projects being performed on anonymized data; and hardened security for State data of a sensitive nature that cannot under any circumstances be exposed.

More detailed requirements for the Data Analytics Processing Platform are contained in Section 2.0 of this Supplement.

1.6. Analytics Domain Expertise

For purposes of alignment, the State has identified the following fourteen general Domains that align with State Agencies analytical needs, common industry grouping and nomenclature, and anticipated Analytics areas that will likely be the subject of Exploratory Projects:


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Alignment of Domain Expertise

This broad spectrum of expertise groupings generally portrays the State’s vision of data analytics expertise and innovation that is required to help the State address the problem sets across all of the State’s Agencies. Further, the State acknowledges that the expertise, skills, techniques, methods and tools required to adequately perform analytics within these general domain areas are highly specialized and require unique approaches and high degrees of innovation. To adequately address the State’s needs in these areas, the State seeks to identify innovative firms that are experienced and credentialed, within and across these domains in many of the following areas:

Data Analytics including the use of advanced statistical analysis techniques such as nonlinear complex multivariate simulations, nonparametric regression, analysis of homogeneity of variance, covariance, multivariate cluster/outlier analyses, or extremely advanced applications of group theory used to map sets of observations

Artificial Intelligence Cognitive Computing Data Mining, Neural Networks Micro and Macro Trending, Outlier Analysis Machine Learning & Deep Learning Open Data Platforms Policy Change through Outcome Analysis Crowdsourcing and Social Media Text Mining Sensor Technology and Internet of Things Augmented and Virtual Reality Geospatial Technology and Modelling


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Detailed requirements are contained in Supplement 2.

1.7. Current State Activities and Considerations

Independent of this Solicitation and not part of the scope requested or required of Offerors, the DAS/OIT is working with State Agencies across established lines of IT business and centers of common interest to:

Identify candidate Exploratory Projects that are of priority and interest to the State; Develop a set of data sharing agreements enabling use of key State data sets for Exploratory Projects; Develop an internal capability to source, anonymize, correlate and catalog State data sets that could be

made available for analysis through a variety of means (e.g., publicly as “open data”, privately as part of an Exploratory Project or in a protected fashion based upon State needs and prevailing laws and rules);

Prepare State systems owners, providers and data experts to support use of State data maintained in Agency systems; and

Develop a secure data staging capability in anticipation of conducting data analytics projects whether they be Exploratory Projects, or focused or “open” analytic events (such as “hackathons”).

The following diagram offers a “broad view” of efforts associated with this project from a State, Analytics Platform and Data Analytics Expertise perspective to serve to reinforce the context of the elements of the RFP as well as complementary efforts both planned and underway by the State.

Conceptual Overview: Data Sharing and Analytics Context

1.8. Issuance of Competitive Analytics Task Orders Arising from this Solicitation

As this RFP allows for multiple providers to be prequalified for each of Data Analytics Compute and Storage Platform (Section 2.0 of this Supplement); and Data Analytics Expert Firms and Tools Requirements (Contained in Supplement 2), and thus eligible to compete for potential future Exploratory Projects that may be undertaken by the State, the following general process will be followed.

DAS / OIT will collaborate with State Agencies in the formulation of Exploratory Project task orders that include problem statement(s), available data sets, available State expertise, areas of analysis, outcomes, policy questions and other elements;


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It is envisioned that these Exploratory Projects will be of 3 – 6 months’ duration in general, but may - dependent on the findings and value of the analysis – be extended to analyze additional datasets, time horizons, cohort groups or adjunct/corollary problem sets;

Based on the Analysis Domain (See Section 1.6 for descriptions), the State may issue an Invitation for Quotation (IQ) using the aforementioned task order as a basis to qualified Contractors for abbreviated proposals and pricing;

These IQ’s will include evaluation criterion and response instructions to assist Contractors in responding and allowing the State to award work to the firm that offers the best value to the State in consideration of the work;

Following the award of the task order, the Contractor will commence and perform the work in concert with the requirements of the task order (specifically) and in conformance with the applicable contract.

Offerors are advised that some State issued Exploratory Projects may contain datasets that are of a sensitive nature and protected under State and Federal laws (e.g., HIPAA, FERPA, IRS1075 and the like) which will be identified and disclosed to qualified Contractors as part of any Exploratory Project solicitation.

Conceptually these Invitations for Quotation and project task orders within the context of State Agencies, Data and Expertise domains can be viewed as follows:


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2.0 Data Analytics Compute and Storage Platform Requirements

2.1. Access to Partner / Reseller / Channel and Expert Data Analytics Firms

In addition to a well-articulated Exploratory Project (e.g., problem definition, State data and expertise), access to a high performance and open computing/storage platform is an essential element to conducting and completing Data Analytics work for the State. In addition, the State has reason to believe that most, if not all public cloud providers not only can provide such platforms but maintain ecosystems of partners, resellers and eminent data analytics firms within the State of Ohio or nationally that are qualified to perform work for the State.

Public Cloud providers are strongly encouraged to canvass their resellers, channel partners and eminent firms that specialize in Data Analytics or complex numerical analyses to gain their awareness of, and participation in this important State initiative. In addition, the State welcomes proposal responses from Data Analytics firms that are aligned with multiple Public Cloud Service Providers or non-aligned with (e.g., independent of) such providers with the goal of creating as broad of a capability for the State as possible for both this Supplement and the scope of Supplement 2.

Specific requirements for Data Analytics firms are contained in Supplement 2 of this RFP. Conceptually, the relationship of Analytics Compute/Storage Providers and the Data Analytics community can be viewed as follows:

Illustrative Partner / Reseller / Channel Arrangement of Expert Data Analytics Firms

2.2. Intended and Allowable Operating Systems and Storage

The State has no preference or bias toward any operating system, computing platform or storage media and acknowledges that there is a very wide and evolving set of open-source, commercial and proprietary tools that broadly address the analytics needs of the State.

Therefore, the State seeks platform providers that offer commodity computing environments based on any of: Windows (any supported version); Linux (any supported distribution) and Unix (any supported version).


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2.3. Integration with State Infrastructure and Systems Requirements

To facilitate integration between the State’s private cloud that maintains State Agency systems and data, and Public Cloud computing models, Offerors are required to read, understand and comply with data protection, encryption, transport and destruction requirements and other data privacy and security requirements contained in Supplement 3 of this RFP.

2.4. Commodity / Public Access Data Sharing Requirements

The challenge to the State is how to best organize data into multi-audience consumable information, identify meaningful social applications and develop policies and programs to publish data located across the State that is most important to its citizens. In realizing this challenge, there are several opportunities that present themselves that will require coordination, collaboration, consideration, and resolve, to design and implement a program that delivers results to Ohio citizens.

In addition, the State may elect to publish data as part of a complementary “open data initiative” to better serve the public transparently (while protecting the privacy of our citizens and businesses) through a variety of methods including:

Example Users and Use Representative Use Cases (Commodity / Public Access)

Casual “Help me understand or find” Users

Assisted web pages containing tabular, graphic or searchable data Text or HTML documents

Proficient Users, Students and Interested Businesses Common Desktop Tool formats (DOCx, XLSx, HTML, XML)

Data Researchers, Scientists, Social, Environmental, Financial and Other Users

Industry standard XML or CSV type machine readable formats that can be accessed and analyzed by common desktop software and most data/analytical tools

Data Professionals and Commercial Users internal and external to State government

Industry standard XML or CSV type machine readable formats that can be accessed and analyzed by common desktop tools JSON or RDF for high volume/highly volatile data sets that are intended to be combined with other data

By definition, all data published or provided by the State at this level is devoid of any sensitive, proprietary, personally identifiable or otherwise identifying information. Offerors, as part of their response to this RFP are to provide a platform approach as part of their overall architecture to satisfy these requirements.

2.5. State Private Data Analytics Platform Requirements

In addition to the above, and in concert with the formation, solicitation and execution of a State Exploratory data analytics project with one or more Contractors as described in Supplement 2 in keeping with the Data Privacy, Security and Handling Requirements of Supplement 3, Offerors will highlight the capabilities of their platform in the hosting and support of projects based upon the following general requirement areas.

As State Exploratory Projects are transient in nature (e.g., begin, evolve, expand and conclude) with indeterminate needs, the State encourages offerors to provide their capabilities in providing:

Dedicated Computing Platforms as well as “On Demand” and “Highly Scalable” models; Very High Processor and Memory Configurations; Solid State and In-Memory Storage Models as well as commodity storage for data sets, reports and

general purpose use;


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Commodity Computing Models that can support a variety of specialist commercial tools based on Windows, Linux and Unix;

Specialized Computing Models that align with high performance computing such as Hadoop, Hive/Pig, Spark, Presto, R and HBase and others.

By definition, all data published or provided by the State at this level will generally be anonymized by the State prior to incorporation into a public cloud-based analysis platform. Offerors, as part of their response are to provide a platform approach as part of their overall architecture to satisfy these requirements.

2.6. State Protected Data Analytics Platform Requirements

Finally, Offerors are advised that some State-issued Exploratory Projects may contain datasets that are of a sensitive nature and protected under State and Federal laws (e.g., HIPAA, FERPA, IRS1075 and the like) which will be identified and disclosed to qualified Contractors and Analytics Platform as part of any Exploratory Project solicitation. Should a condition occur where the State seeks to leverage high-performance computing capabilities for such data and not leverage State computing/storage infrastructure, Offerors may be requested to provide Federal Risk and Management Program (FEDRAMP) certified platforms that are capable of providing the technical requirements of Section 2.5 as follows:

FEDRAMP IAAS/SAAS Authorized prior to conducting an Exploratory Project FEDRAMP Impact Level: High

or, for Hybrid computing/storage projects that utilize a combination of State sensitive, State anonymized and non-State Data:

FEDRAMP IAAS/SAAS Authorized prior to conducting an Exploratory Project FEDRAMP Impact Level: Moderate (for non-State or non-State sensitive storage and processing

elements)

Notwithstanding the foregoing, upon consideration of the scope and nature of State datasets in support of an Exploratory Project, the State may elect to perform such projects utilizing State computing infrastructure assets exclusively to protect the privacy of individuals and comply with applicable laws.

2.7. Exploratory Projects: Competitive Bidding and Selection Process

DAS/OIT is responsible for the issuance of all Exploratory Project Solicitations to pre-qualified contractors identified through this RFP. As a function of its governance role, DAS/OIT will coordinate with State agencies to ensure their projects are aligned with the State’s enterprise technology direction.

A State agency (or collection of Agencies) will identify specific requirements, and develop a proposed Exploratory Project Task Order (Statement of Work) for the desired outcomes and deliverables, subject to the review and approval by DAS/OIT. DAS/OIT, in consultation with the State agency, will determine (in its sole discretion) which Analytics Domain(s) apply and which Firms(s) are qualified to perform the work and will issue an Exploratory Project Solicitation to those Firms. The State has no liability for failure to include a pre-qualified Contractor in an Exploratory Project Solicitation release if such decision is based on the State’s reasonable determination that, given the content of the Contractor’s Proposal submitted in response to this RFP, the Contractor is not a suitable candidate for performance of the relevant project or service.

Guiding Principles: As part of any Exploratory Work Solicitation the State will endeavor to economize administrative burdens required to describe the scope, parameters and desired outcomes in the work from both a solicitation and contracting process perspective and, as to not place extraordinary response burdens on Contractors, request Task Order quotations in a form as to drive outcomes, innovation and problem solving by the most capable firms while driving value to the State in achieving the State’s requirements. These solicitations are envisioned to be of the 4-5 page variety and require quality responses in a similar vein.


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The Exploratory Project Work Solicitation Process. Exploratory Project Task Order requests will be issued as competitive solicitations by DAS/OIT in collaboration with State Agencies. These Solicitations will be released to pre-qualified pools of Contractors (arising from this RFP) that most closely match the scope of work, as determined by the State within its sole discretion. A single Contractor will be selected to perform the work contained in each SOW Solicitation. The selected prequalified Contractor may partner with one or more subcontractors. All subcontractors shall be identified within the pre-qualified Contractor’s proposal submitted in response to the Exploratory Project Solicitation.

The steps identified below describe the process of an Exploratory Project Task Order Solicitation:

Exploratory Project Ideation/Formation

The Office of Information Technology will assess an agency’s project requirements to determine the solicitation strategy that is in the best interest of the State, including services specified in the Analytics Domains and Expertise of the Firms established through this RFP.

Competitive solicitations for Exploratory Projects released to Contractors prequalified under this RFP will be the State’s preferred contracting approach over using State Term Schedule contracts for project based work.

Exploratory Project Task Order Solicitation Content

Each Exploratory Project Solicitation shall contain a Project Task Order (Statement of Work) that will include, but not be limited to, the following components:

Background information for the Project, including:

Agency information Project name Project objective Project description Project schedule Project milestones Bill to Address Scope of Work

State Business Problem, Objectives and Outcomes

Description of scope of work (in and out) and project requirements Description of constraints, assumptions Detailed description of required analysis and outcomes Description of State-provided roles and responsibilities Expected duration Restrictions on location (i.e., State Private Processing Platform or Public Cloud Processing Platform) of

data & work Description of State-provided Datasets (scope, standards, location)

Analytics Deliverables and Work Product Management

Submission/format Reports and meetings Period of performance Performance expectations

Exploratory Project Task Order Response Requirements


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Response format, content requirements A description of the work subcontractors will do, inclusive of a commitment to do the work if the

Contractor is selected Assumptions and mutual dependency between the State and Contractor Staffing plan, personnel resumes, time commitment, organizational chart requirements Work plan, project plan requirements Fee Structure including estimated work effort Cost summary and payment schedule template SOW Evaluation Criteria SOW Solicitation Schedule Limitation of Liability (Identification of Limitation of Liability applicable to the specific work Solicitation. Special Data Handling Provisions as required by law in the context of the work and State data provided.

2.8. General Requirements and Conventions

The State seeks qualified firms to conduct Exploratory Projects that have applicability individually and in groups across the State. Notwithstanding the nature of the work, Contractors will comply with the following project management, execution and reporting requirements:

2.8.1. Domain Specific Data Protection Requirements

Many State datasets are covered by Federal and State law pertaining to information security and privacy. These laws include, but are not limited to HIPAA, FERPA, PCI, Registered Offender, IRS and others. Should the State require an Exploratory Project that contains such data:

The State agrees to, prior to requesting a Proposal for an Exploratory Project for such data:

Identify the existence (or potential existence) of such data to the Contractor; Establish a mutually agreeable Business Associate Agreement to be used between the State and the

Contractors, and if required, the Contractor personnel (as individuals) exposed to such data; Provide and establish secure processing and storage capabilities on State premise to adequately protect

such data; Grant appropriate access to such secure processing and storage through secure means; and At the conclusion of a Project, revoke access to such secure processing and storage as well as any

privileged infrastructure access granted.

The Contractor agrees, prior to performing work for an Exploratory Project for such data, to:

Acknowledge the existence (or potential existence) of such data as made available by the State; Establish mutually agreeable Business Associate Agreement to be used between the State and the

Contractors, and if required, the Contractor personnel (as individuals) exposed to such data; Conduct briefings as to appropriate data handling and care requirements as a Data Protection Program

for Contractor personnel exposed to such data; and Ensure that all data and systems access follow the requirements of Supplement 2 of this RFP and strictly

follow Ohio Executive Order 2011-2012K;

Furthermore, Contractors may possess, or have access to, non-State proprietary data sources (collectively, “Third-Party Data”) that may be used in the development and execution of the State Exploratory Project. Should Third-Party Data be utilized in an Exploratory Project or analysis, the Contractor will ensure that: (i) no State data, when combined with Third-Party Data, directly or indirectly exposes any details to the general public or 3 rd parties that would otherwise be protected under State or Federal law; and (ii) at the conclusion of the project, ensure that no State data includes any Third-Party Data that could be utilized to discover personally identifiable information or any other legally protected information.

Each Contractor, for itself and on behalf of each of its subcontractors (if any), will be asked, in its Proposals for Exploratory Projects and in the applicable contract, to: (a) identify any Third-Party Data to be used to perform an


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Exploratory Project; (b) provide the State with the terms and conditions that apply to use of the Third-Party Data; (c) represent and warrant to the State that they have all rights necessary to utilize the Third-Party Data as required to perform the Exploratory Project; and (iv) indemnify and hold the State harmless from all liabilities, damages, losses, costs and expenses (including attorneys’ fees) incurred due to third-party claims arising from use of Third-Party Data to perform the Exploratory Project.

2.9. Cross Project Collaboration Requirements

The State may hold other contracts for additional or related work for Exploratory Projects and Agency data analytics development. The Contractor must fully cooperate with all other contractors and State employees and coordinate its work with such other contractors and State employees as may be required for the smooth and efficient execution of all related or additional work. The Contractor may not act in any way that may unreasonably interfere with the work of any other contractors or the State’s employees. Additionally, the Contractor must include the obligations of this provision in all its contracts with its subcontractors that work on any Exploratory Project.

Contractor will cooperate with the State in its attempts at transferring, replacing or augmenting the services responsibilities to another provider in a manner in keeping with not adversely affecting the provision of ongoing services and other projects being performed concurrent with this project.


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3.0 Offeror Assumptions and Other Considerations

3.1. Assumptions

The Offeror must list all the assumptions the Offeror made in preparing the Proposal. If any assumption is unacceptable to the State, the State may at its sole discretion request that the Offeror remove the assumption or choose to reject the Proposal. No assumptions may be included regarding the outcomes of negotiation, terms and conditions, or requirements. Assumptions should be provided as part of the Offeror response as a stand-alone response section that is inclusive of all assumptions with reference(s) to the Section(s) of the RFP that the assumption is applicable to. Offerors should not include assumptions elsewhere in their response.

3.2. Pre-Existing Materials and Data

When responding to an Exploratory Project solicitation, the Offeror must list any Pre-Existing Materials that will be included in a Project or Deliverable and whether the Offeror wants a corresponding proprietary notice on copies that the State distributes. For example, the Offeror may have standard user interfaces or standard shells that it incorporates in what is otherwise custom software. (See the Custom Deliverables Section of the General Terms and Conditions.) The State may reject any Proposal that includes existing materials for a custom solution, if the State believes that such is not appropriate or desirable for the Project.

3.3. Commercial Materials

The offeror must list any commercial and proprietary materials that the offeror will deliver that are easily copied (e.g., software) and in which the State will have less than full ownership (“Commercial Materials”). Generally, these will be from third parties and readily available in the open market. The offeror need not list patented parts of equipment, since they are not readily copied.


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