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352
MICROSOFT SHAREPOINT SERVICES
1.0 INTRODUCTION
The International Monetary Fund (IMF) is currently implementing Sharepoint across the
enterprise and seeks vendor partners to provide a broad range of consulting and technical
services. The IMF anticipates approximately 150 to 200 man months of Sharepoint
development needs spread out over 10 to 15 independent projects over the next 18 months
and 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 / partners
for its Sharepoint design, development, testing and maintenance needs. The awarded
vendor/vendors will be IMF’s partners for Sharepoint implementation and can expect to
receive 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 the
attached Statement of Work (SOW).
The IMF, a public international organization, holds a uniquely influential role at the center of
the international monetary system. The IMF currently has 185 member countries, which is a
nearly world-wide membership. Its principal objective is to promote international monetary
cooperation and a freer system of payments as means of helping its member countries
achieve economic growth, high levels of employment and improved living standards. It
seeks to help its members reach these objectives by providing economic and financial policy
advice, financing, and technical assistance and training.
More Information about IMF, its history, organization and mission may be obtained from the
IMF 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, 2008
10:00 am
Procurement Division
Conference Room
1900 Pennsylvania Avenue NW
Room HQ2-09B-702
Washington, DC 20431
Proposals and the noted costs must be valid for a period of one hundred
twenty (120) days from the proposal due date during which time the prices
and rates will not be escalated. THE IMF RESERVES THE RIGHT TO
REJECT LATE PROPOSALS.
2.4 Requirement for Confidentiality
The Offeror will not disclose the existence of this solicitation or any
information about the status of the selection process to any third parties
without the prior written permission of the IMF Procurement Division.
Responses should be concise and contain the sections described below. Responses that fail to
adhere to or comply with the following format may not be considered.
terms and conditions, the Offeror must explicitly indicate which items are not
accepted and propose specific alternative language as appropriate. The IMF
reserves the right to decline without further comment any proposal which does
not accept the IMF’s legal immunities and disputes language.
3.2 Technical Background
The range and degree of experience with Microsoft Sharepoint projects as
well as the depth and quality of resources that a bidding organization is able to
offer will be a key differentiator in this award. Offerors are therefore advised
to respond comprehensively to this section. Offerors also have the opportunity
to detail additional expertise and specialized services that they feel may be
relevant to the IMF.
3.3 Subcontractors
Please identify any subcontractors or teaming partners are required for this
potential engagement. In the event that subcontractors or teaming partners are
required, please identify the subcontractors or teaming partners in detail, and
provide detailed information concerning their role on this project, and their
corporate qualifications for the task at hand.
3.4 References
The Offeror will provide a minimum of three (3) current references for similar
types of engagements. Points of contact should be provided with complete
names, addresses, and telephone numbers. Please indicate the dates and a
description of the work performed for each engagement. Please provide and
clearly identify a separate set of references for subcontractors or teaming
partners if applicable.
The IMF reserves the right to contact any references that may be listed in the
proposal to validate any claims made by Offerors.
3.5 Key Personnel
Provide resumes of key personnel proposed for the Offeror’s Account and
Relationship Management Team which will be assigned to the IMF. Provide
a brief summary or profile of the key technical experts that might be assigned
to work on the IMF projects. (E.g. qualifications, years or experience,
educational background)
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3.11 Approach and Pricing for Task Order # 2 (Web Part Development – Senior
Staff Availability)
Please provide a detailed description of your approach, project schedule, key
deliverables, estimated effort and staffing requirements for Task Order #2 as
stated in the Statement of Work
4.1 The Offeror will provide a separate Business Proposal to state all proposed
pricing to complete the work effort. Pricing information should not appear in
any other section of the proposal. The IMF will not be responsible for any
costs incurred by Offerors in the preparation of their submissions.
4.2 The Offeror will use the attached Summary Pricing Schedules or reasonable
facsimiles thereof to summarize its Business Proposal. Attachment B contains:
(i) a table of daily rates and estimated annual requirements for specific
labor 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 the
completion of Task Order #1
(ii) a table for the estimated effort and staffing requirements,
culminating with a firm fixed price professional fees quote for the
completion of Task Order #1
-5- RFP No. 352
6.1 As requirements arise for specific quantities of items covered herein, orders
will be placed by the authorized individuals.
6.2 The quantities specified in this solicitation are estimated only, and are given
for the information of bidders and for the purpose of bid evaluation. They do
not indicate the actual quantity which will be ordered, since such volume will
depend upon requirements which develop during the contract period.
At a minimum, the IMF standard terms and conditions identified in the following sections of
the RFP will be incorporated into any agreement which may be awarded as a result of this
RFP.
-6- RFP No. 352
• The estimated timeframe and schedule for the completion of the Task
• Any additional matters pertinent to the individual situation such as: (i)
customer furnished materials or software licenses, (ii) test and
acceptance criteria, (iii) progress payments if any or (iv) other special
matters.
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 reasonable
detail prior to undertaking any work. The Contractor may request written
descriptions of the tasks prior to furnishing its estimate. The Contractor
will give prompt written notice to the IMF Project manager designee,
when the level of effort reaches (i) fifty percent (50%) of the estimated
number of hours required for a particular task or series of related tasks,
and (ii) shall give a second written notice to the IMF Project Manager
when the actual level of effort reaches eighty percent (80%) of the
estimated number of hours required for a particular task or series of related
tasks.
The IMF will accept reasonable variances from estimates but reserves the
right to cancel the Agreement for cause in the event that the aggregate
number of actual hours exceeds the estimated requirements by more than
twenty 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 be
carried on under the original prices, terms and conditions stated on the
original order for no more than sixty (60) days past the expiration of this
agreement (collectively, “the Transition Period”.) The Contractor shall
make best efforts to complete such assignments within the Transition
Period and shall not pursue such work beyond the Transition Period in the
absence of separate written authorization to do so from the IMF
Procurement Division.
12.0 AUDIT
The IMF reserves the right to inspect and audit the Contractor’s accounting, financial and
other records and documents which are relevant to the performance of this Agreement.
Any such inspection or audit shall be undertaken at the IMF’s cost, and shall occur during
normal business hours, and shall be conducted in a manner so as to not unnecessarily
interfere with the business of the Contractor. Contractor hereby undertakes to maintain
complete, accurate and verifiable records of all costs charged and/or chargeable to the
IMF under this Agreement or any extension(s) thereof, and agrees to retain such records
for a period not less than three (3) calendar years following a termination of this
Agreement or after final payment, whichever occurs last. The Contractor shall diligently
cooperate with the IMF’s representatives during any such inspection and audit and
-9- RFP No. 352
hereby waives any objection it may have to such inspection and audit, unless specified in
writing and duly acknowledged by both parties in this Agreement.
The parties intend that the Contractor shall perform the services provided for and
described herein solely as an independent contractor of the IMF, and neither the
Contractor nor any of its agents, employees or servants shall be considered an agent,
employee or servant of the IMF.
15.0 INVOICING
15.1 Invoice To
The IMF is not obligated to accept any invoice which is delivered to the
IMF greater than 180 days beyond the date of delivery for the relevant
goods or services covered by the invoice.
16.0 OWNERSHIP
The IMF shall have the exclusive ownership of and right to use any documents or other
tangible 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, shall
license or obtain any necessary license for the IMF's use of such property, and shall hold
the IMF harmless from any claims for unauthorized use of such property.
18.0 ASSIGNMENT
This Agreement and any payments that may become due hereunder may not be assigned
by either party.
a. The Contractor agrees to maintain at its own expense such insurance as will
fully 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 insurance
equal 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 aggregate
iii. Workers Compensation: Statutory
iv. Employer's Liability: $500,000
v. Excess/Umbrella: $2,000,000
b. The maintenance of such insurance is the sole responsibility of the
Contractor, and the IMF shall not be required to bear any of the cost
thereof.
c. The Contractor shall submit Certificates of Insurance evidencing the
coverages required herein upon execution of this Agreement.
d. The Contractor shall promptly remedy any and all damages or loss to any
property caused in whole or in part by the Contractor, its agents, its
employees, its subcontractors, or others directly or indirectly employed by
them.
20.0 INDEMNIFICATION
a. The Contractor shall indemnify and hold the IMF harmless against any loss or
damage that may be sustained by reason of the Contractor’s failure to comply
with 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.
The Contractor agrees that it shall require each person assigned to perform work
hereunder to abide by the following nondisclosure conditions:
a. Will not disclose, deliver, or use for the benefit of any person other than
the IMF, or its authorized agents, any restricted or confidential
information or material he or she receives from the IMF, other than
material or information previously in the records of the undersigned or
obtainable prior to such disclosure, delivery, or use, from third parties or
from the public domain;
b. Will adhere to any policies or instructions provided by the IMF as to the
classification, use or disposition of any restricted or confidential
information or materials;
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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 prior
review and approval in writing. Requests for such review and approval
should be directed to the Fund’s Procurement Office and will not be
unreasonably withheld.
24.0 CHANGES
The IMF may, at any time, by written order, require changes in the services to be
performed 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 writing
accordingly. The IMF Procurement Office must approve all work which is beyond the
scope of this Request for Proposal.
No services for which an additional cost or fee will be charged by the Contractor shall be
furnished without the prior written authorization of the IMF Procurement Division.
The personnel named in the technical proposal as the overall Account Manager shall
remain responsible throughout the period of this contract. No diversion or replacement
may be made without submission of a resume of the proposed replacement with final
approval being granted by the IMF Procurement Office. The Contractor shall not replace
or divert key personnel associated with Individual Task Orders in the absence of prior
written approval of the IMF Project manager for the relevant Task Order.
Prior to commencing work at IMF facilities, the Contractor shall engage an investigative
agency specializing in background investigations to conduct, at the Contractor’s expense,
a criminal history check of each agent or employee of the Contractor whom the
Contractor expects will enter IMF’s facilities. The investigative agency is subject to the
approval of the IMF. If the Contractor requires assistance identifying an appropriate
investigative agency, the IMF’s 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 criminal
convictions in Maryland, Washington, DC, and the counties of Arlington, Virginia,
Fairfax, Virginia, and the City of Alexandria, Virginia, as well as for each jurisdiction
where the agent or employee has lived for the previous seven years or after his or her 18th
birthday (whichever is the shorter period).
For each employee checked, the Contractor shall obtain from the investigative agency, on
the agency’s letterhead, a report containing the date of the criminal records check, the
jurisdictions checked, and the results of the check. Each report shall be maintained on file
by the Contractor at all times during which the Contractor is providing services to the
IMF and for six months thereafter. The Contractor’s copies of reports shall be made
available to the IMF upon request.
When the Contractor receives the reports of all criminal history checks, the Contractor
will prepare a letter indicating the name, date of birth, Social Security number and
jurisdiction checked for each agent or employee. In respect of each agent or employee for
- 15 - RFP No. 352
whom no criminal record was found, the letter will state that the investigative agency’s
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.” The
Contractor will deliver (a) the letter, and (b) one copy of each report by the investigative
agency which indicates any criminal activity or no criminal activity to:
Security Services Division
International Monetary Fund
700 19th Street, NW
Washington, DC 20431
No agent or employee of the Contractor will be authorized to enter any IMF facility to
perform work under this Agreement without the aforementioned criminal history check.
THE IMF RESERVES THE RIGHT TO DENY ACCESS TO THE IMF’s FACILITIES
TO ANY INDIVIDUAL.
The Contractor shall, at its expense (and not as a Reimbursable Expense), perform its
obligations in a manner that complies with all laws, ordinances, rules, regulations and
requirements (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 Fire
Underwriters, any environmental agency, or any other body exercising functions similar
to those of any of the foregoing that may be applicable (in the absence of any IMF
immunity and regardless of whether such laws are enforceable against the IMF or its
property) to the services covered by this agreement.
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 Fund’s (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:
There are a number of other systems that will be built on the SharePoint foundation. These
include but are not limited to:
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
The IMF intends to establish Master Agreements with a short list of preferred vendors with
pre-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 IMF’s
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 IMF’s 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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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 was
conducted 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 efforts—
internal collaboration and collaboration with external trusted partners.
• Review existing implementation plans and roadmaps for the two key SharePoint
efforts.
• Review existing configuration of internal SharePoint implementation and
recommended approach for external implementation. The review should include an
assessment of major integration points (Fund’s 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 to
identify 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, corporate
“facebook”
b) Extranet - Collaboration: Small groups of external users need to collaborate with
internal 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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Deliverables:
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 each
week 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 still
necessary. 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:
Assumptions:
JOB DESCRIPTIONS
The person should demonstrate strong ability to leverage both internal resources (already
developed services, web parts, methodologies, etc.) and external resources (open source
networks, user groups, freeware, etc.). Complex system integration and QA testing are
key 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.
In addition the position will require significant experience in using a standard software
development lifecycle process to design, 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 parts design, testing and deployment. Specifically,
recommending and documenting best practices for software configuration, site
permission 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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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 to
organize 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 related
experience. Must have a minimum of 2 years of prior experience in SharePoint.
In addition the position will require significant experience in using a standard process to
design, 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 parts
design, 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.
ATTACHMENT B
SUMMARY PRICING SCHEDULES
Request for Proposal No. 352
SHAREPOINT SERVICES
Table of Labor Categories and Daily Billing Rates for Task Orders as Required
(On Shore Rates)
Labor Category Estimated Unit Unit Extension
Annual Price
Requirement
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 Unit Unit Extension
Annual Price
Requirement
1 Sharepoint Developer I 765 Days $ $
2 Sharepoint Developer II 510 Days
3 Application Architect 255 Days
4 Senior Administrator 1020 Days
Grand Total:............................................................... $
Price Schedule -2- RFP No. 352
_____________________________________ __________________________
Legally Authorized Signature Date