Wf gfs and enterprise efficiency

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  • 1. Holly FieldsSt. Marys University of MinnesotaPRM 605 Project RFP and ProposalJune 23, 2013WF-GFS and Enterprise EfficiencyPartnership forRecovery Site Technology1

2. Agenda Project Overview Request for Proposal Statement of Work Proposal Conclusion References2 3. Project Overview3 Wells Fargo Global Fund Services (WF-GFS) Recent acquisition of Wells Fargo Specializing in hedge fund management Total staff of 198 in the Minneapolis office Establishing a Business Continuity Site Secondary location where critical team memberscan relocate in the event the primary office locationis compromised Must be equipped with computer and printingtechnology to support continued business operation Will support 104 team members 4. Request for ProposalProcurement Needs4Equipment QuantityNotesLaptopComputers55 Wells Fargo Guidelines for Acceptable Modelsincluded in RFPMonitors 208 Must be capable of dual-monitor configuration forlaptops. Include provision for any additional cablesrequired.Printers 3 High-volume, networked, B/W printers with driverscompatible with Win7. Dual paper drawers. High-volume ink cartridges must be available throughStaples, our ink supplier.All-in-onePrinters3 High-volume, networked, B/W printers with driverscompatible with Win7. Dual paper drawers. High-volume ink cartridges must be available throughStaples, our ink supplier. 5. Request for Proposal5Proposal Submission Send to:Holly Fields, ProjectManager3601 W 76thStreet, Suite 450Edina MN 55435 Delivery by courier No later than 1 July2013 Two hard copies andDVD of MS ProjectProposal Format Transmittal Letter Executive Summary ManagementOverview Technical Details Cost Breakdown Microsoft Project Fileof Cost Breakdown 6. Request for Proposal6Evaluation Criteria First Review Received by submission deadline Adherence to formatting/content requirements Includes three WF project references within the lastfive years Second ReviewAspect Criteria ScoringCost Low-cost solution that meets the requirements ofthe project50 max.Technical Vendor understands and can meet therequirements of the RFP and SOW for the project40 max.Performance WF references can be verified. Performance issueswill not preclude a vendor, as long as issueresolution was accomplished within the timeframe10 max. 7. Statement of Work The scope of work is to procure laptopcomputers, monitors and printers for the BusinessRecovery Site, as well as any supplementalhardware (cables, docking stations ,etc.) that arerequired to complete the dual-monitor set-up forthe laptop model provided. Imaging of computers, installation at thesite, networking and maintenance of theequipment are excluded from the scope of thisproject. Arrange for delivery to the WF-GFS office andprovide tracking information and inventory prior todelivery.7 8. ProposalExecutive Summary: Enterprise EfficiencysProposal Wells Fargo Green Initiatives: Energy StarCertifications, energy saving features, recycledmaterials Value for the dollar: repair frequency, lifeexpectancy of equipment and support, andextended warranties8DellRicoh 9. ProposalManagement Section Dedicated Staff John Stack Project Manager, Sales Manager Susan Keane Shipping Coordinator Delivery to WF-GFS office Tracking and inventory information Issue resolution between PM and manufacturer Can source through retail to expedite issue resolution Billing direct to WF Accounts Payable Enterprise Efficiency is an approved vendor One-time billing, end of project9 10. ProposalTechnical Section Dell Latitude E6330 Ultra-Portable Laptops (55) Fit WF guidelines, Energy Star certified, dual-monitorcapable Dell Professional P1911 WFP 19 WidescreenMonitors (208) Work w/ existing laptops, preferred for spreadsheetviewing, fully adjustable, made from 25% post-consumer recycled content Ricoh Aficio SP 4310N High Speed NetworkedPrinters (3) High-volume, rapid print speed, low price per print Ricoh Aficio SP 5200S All-in-One Printers (3)10 11. ProposalProject Cost Breakdown: $109, 60711TaskName Start Finish Work Rate Quantity ResourceNames Cost BaselineCost$109,606.77 $109,606.77Equipment $95,494.66 $95,494.66LaptopComputers-DellLatitudeE6330 $940 55 $51,700.00 $51,700.00Monitors-Dell19"Widescreen $142 208 $29,536.00 $29,536.00Printers-RicohAficioSP4310N $952 3 $2,856.00 $2,856.00All-In-OnePrinters-RicohAficioSP5200S $2,182 3 $6,546.00 $6,546.00DockingStations-DellLatitudeE6330 $57.50 55 $3,162.50 $3,162.50MonitorAdapters-VGAtoMiniHDMI $16.29 104 $1,694.16 $1,694.16Fees $14,112.11 $14,112.11ExtendedWarrantyPackages-Laptops $9.99 55 $549.45 $549.45ExtendedWarrantyPackages-Printers $29.99 3 $89.97 $89.97ExtendedWarrantyPackages-All-In-OnePrinters $49.99 3 $149.97 $149.97Taxes 7.25% $7,172.72 $7,172.72ShippingandHandling $3,500.00 $3,500.00LaborProject/SalesManager Thu8/1/13 Wed10/2/13 60hrs $2,400.00 $2,400.00Placing Order/Communicating with Supplier Thu 8/1/13 Wed 8/14/13 20 hrs $40/hour John Stack $800.00 $800.00Project Management Tue 10/1/13 Wed 10/2/13 10 hrs $40/hour John Stack $400.00 $400.00Reviewing Testing Reports/Issue Logs Wed 10/2/13 Wed 10/2/13 5 hrs $40/hour John Stack $200.00 $200.00Issue Resolution Sat 9/28/13 Mon 9/30/13 20 hrs $40/hour John Stack $800.00 $800.00Billing Tue 10/1/13 Tue 10/1/13 5 hrs $40/hour John Stack $200.00 $200.00ShippingCoordinator 10hrs $250.00 $250.00Arranging delivery with freight courier and WF-GFS Wed 8/14/13 Wed 8/21/13 5 hrs $25/hour Susan Keane $125.00 $125.00Tracking shipment, communicating updates Wed 8/21/13 Sun 9/1/13 5 hrs $25/hour Susan Keane $125.00 $125.00CostBreakdown 12. ProposalProject Schedule12Event DateContract Award Aug 1Orders Placed Aug 14Delivery Scheduled Aug 21Tracking/InventoryInformationAug 28Target Delivery Sept 1Issue Reporting Sept 7Issue Resolution Sept 30Final Billing Oct 1 13. Conclusion Enterprise Efficiency has the experience andrelationship with Wells Fargo to understand andmeet the specific needs of the company- from thevalues to the technology. Dedicated team members will manage theproject, communicating directly with themanufacturers, shipping couriers, and WF-GFSoffice to coordinate every aspect and workthrough any issues. This proposal has taken into consideration the lifeexpectancy of the equipment, cost of operationand warranties to develop the most cost-effectivepackage for the Recovery Site13 14. References Dell. (nd). Dell Professional P1911 19W Monitor. Retrieved fromhttp://www.dell.com/downloads/emea/products/snp/P1911.pdf Dell. (nd). Dell Latitude E6330 premier laptop. Retrieved fromhttp://www.dell.com/us.business/p/latitude-e6330/pd Ricoh. (nd). Ricoh Aficio SP 4310N. Retrieved from http://www.ricoh-usa.com/products/docs/pdf/brochures/printers/aficiosp4310n.pdf Ricoh. (nd). Ricoh Aficio SP 5200S/SP 5210SF/SP 5210SR. Retrievedfrom http://www.ricoh-usa.com/products/docs/pdf/brochures/multifunction_bw/aficiosp5200s.pdf Wells Fargo Technology. (2013). Laptop Comparison Guide. Retrievedfromhttps://technology.wellsfargo.com/hardware_solutions/ordering_guidelines/laptops14