Project Management Software

expired opportunity(Expired)
From: Eastern Kentucky University(Higher Education)
RFP-338-2023

Basic Details

started - 09 May, 2023 (10 months ago)

Start Date

09 May, 2023 (10 months ago)
due - 05 Jun, 2023 (9 months ago)

Due Date

05 Jun, 2023 (9 months ago)
Bid Notification

Type

Bid Notification
RFP-338-2023

Identifier

RFP-338-2023
Eastern Kentucky University

Customer / Agency

Eastern Kentucky University
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26 May 2023 Project Management Software EKU seeks proposals from qualified companies to provide project management software for university wide use to create an efficient and cost-effective way to manage EKU projects of various types. 26 May 2023 Open 5/9/2023 2:00 PM EDT Type Request for Proposal (RFP) Close 6/5/2023 2:00 PM EDT Number RFP-338-2023 Currency US Dollar Sealed Until 6/5/2023 2:00 PM EDT 26 May 2023 Contacts Micah Hunsucker Micah.Hunsucker@eku.edu 26 May 2023 Commodity Codes Commodity Code Description SFT10001 Software Maintenance & License 26 May 202326 May 202326 May 202326 May 202326 May 202326 May 202326 May 202326 May 202326 May 2023 mailto:Micah.Hunsucker@eku.edu Project Management Software Request for Proposal Intent: Eastern Kentucky University (EKU) seeks proposals from qualified companies to provide project management software for university
wide use to create an efficient and cost-effective way to manage EKU projects. Projects include but are not limited to project management, event organization, and work ticketing deployment. General: The company will work with proper university personnel to deploy cloud-based software for our full and part time staff located on and off the Richmond, KY based campus. The selection committee will give preferences to vendors with documented experience of working with entities with over 2000 employees and working with student accounts. Project Scope: For this request for proposal (RFP), EKU is seeking project management software company that can provide the following items or equivalent including but is not limited to:  App integration with commonly used workplace platforms including but not limited to Microsoft Outlook and Google Drive  Unlimited tasks, projects, messages, file storage, and entries in your activity log  Multiple view setups  Mobile apps for both iOS and Android  Customer service support  Training Videos  Timeline view and Dashboard reporting  Advanced search features  Ability to create custom fields  Unlimited free guests  Forms, rules, and milestones  Admin controls  Creation of private teams and projects  Goal reporting  Workload view  Build and customize rules  Customizable forms  Ability to request and give approvals on any project or task  Extra security features  Data export and deletion  Advanced user controls  Custom branding  Priority support from Asana staff  Enterprise-scale Description  Enterprise-grade security and governance  Advanced reporting and analytics  Multi-level permissions  Tailored onboarding Deliverables by May 29, 2023, shall include:  Financial proposal for: o Limited users of 300 and o Unlimited users greater than 14,000  Provide examples of the project management software  Provide samples of large scale deployment in a university environment  Provide samples of new user training modules  Outline customer support process post initial deployment  Outline transition of information currently housed in competitor software management application The University reserves the right to award the contract in part or whole or multiple contracts. Questions Due: No later than Monday, May 22, 2023, by 3:00PM (ET) – Submit via the Q&A Board within this electronic solicitation event. All questions submitted by deadline will be addressed via Addendum that will be posted within the "'Buyer Attachments" section. Note: If the University issues an Addendum to the solicitation after Offeror has already submitted their proposal, the system will automatically put the submitted response into a status of "In Progress" and not "Submitted." The Offeror will need to go back into the system, review, sign and upload the Addendum and resubmit their proposal for consideration and review. Contract Term: The Contract resulting from this RFP and the Successful Offeror’s Proposal shall have an initial term from award date through June 30, 2024. The Contract shall be renewable for up to four (4) consecutive one (1) year renewal periods. The total contract period will not exceed four (4) years, subject to KRS 45A145. Annual renewal will be contingent upon the University’s needs and satisfaction with the services performed and the overall performance of the Contractor. The University reserves the right to renegotiate any term and/or condition as may be necessary to meet requirements for any renewal period. The Successful Offeror will be advised of any proposed revisions prior to the renewal period. Successful Offeror must be registered with the Kentucky Secretary of State Office as required by Kentucky law. You can find information and register via the following link: https://onestop.portal.ky.gov/onestopportal/. Offeror does not need to be registered in order to submit a proposal but will be required to register if awarded the contract. Financial Proposal: Based upon methods and means proposed by the Offeror in their Proposal, the Offeror shall provide realistic financial modeling, including potential revenue, expenses, and net results, based upon a cohort of twenty (20) students participating in the proposed program(s) as if the proposed program(s) are in place and operational on our campus. Additionally, Offeror shall provide the total not-to-exceed (NTE) per-student, per credit hour, cost for the proposed program(s) in this Proposal. List and delineate any other additional per-item NTE costs for any other additional services and deliverables included with this Proposal. NTE costs noted above shall be provided as follows: 1. Valid through June 30, 2023; 2. Valid from July 1, 2023 through June 30, 2024. PLEASE NOTE: IN ORDER TO SUBMIT AN ELECTRONIC BID OR PROPOSAL IN RESPONSE TO ANY EKU SOLICITATION EVENT, YOU NEED TO BE REGISTERED IN OUR JAGGAER EPROCUREMENT SYSTEM. IF YOU ARE NOT ALREADY REGISTERED, PLEASE CONTACT THE BELOW PROCUREMENT OFFICIAL TO REQUEST ACCESS. Micah Hunsucker: micah.hunsucker@eku.edu Reporting Requirements: Reporting and metrics should be real time and easily customizable by our staff and allow us to setup routine and scheduled reports to our users. It should allow for the following (but not limited to) with export capability of lists and graphic options: a. Develop standardized reports • Ad-hoc • Automated b. Provide point in time reports c. Provide robust query tools Data should be exportable in a format which can then be manipulated including but not limited to: .csv, .xls, .txt. Please include examples of reports. Implementation & Timeline: Training: Training must be provided by vendor. Please specify training methods in detail. Comprehensive administrative training, train the trainer, and user training sessions with ongoing online materials is preferred. Support service options should be included in the proposal; as well as information regarding any user groups, annual conferences, or other support that may be available for the product user community. Questions Due By: 05/22/2023 no later than 3:00PM (ET) – Submit via the Q&A Board within this electronic solicitation event. All questions submitted by deadline will be addressed via Addendum that will be posted within the "'Buyer Attachments" section. The University reserves the right to renegotiate any term and/or condition as may be necessary to meet requirements for any renewal period. The Successful Offeror will be advised of any proposed revisions prior to the renewal period. Required to View Event Prerequisites Required to Enter Bid 26 May 2023 1. Please review the attached proposal terms and conditions. 2. Please review the Department of University Procurement's General Terms and Conditions. 3. Please review the attached Eastern Kentucky University RFP Legal Definitions, Terms of Proposal/Contract, and Requirements 4. By checking this box, I acknowledge that I am responsible for paying and reporting all applicable federal, state, and local taxes. 5. Please review, sign, and attach a copy of the University's Solicitation Terms and Conditions. 6. Please complete and upload the IT Security Assessment Questionnaire 26 May 202326 May 202326 May 202326 May 202326 May 202326 May 202326 May 2023 Buyer Attachments 1. Project Management Software RFP.pdf 2. Addendum No.1.pdf 3. Addendum No.2.pdf 4. Addendum No.3.pdf 26 May 202326 May 202326 May 202326 May 202326 May 202326 May 2023 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTQzMzIzLTE0MjMzNjYzMTBQcm9qZWN0IE1hbmFnZW1lbnQgU29mdHdhcmUgUkZQLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTQzMzIzLTE0Mjc3MzMxNzFBZGRlbmR1bSBOby4xLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTQzMzIzLTE0MzE3MTcyMjhBZGRlbmR1bSBOby4yLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTQzMzIzLTE0MzIzNTQ4ODZBZGRlbmR1bSBOby4zLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 Questions Required Questions Group 1.1: Instructions: 1.1.1 Please list names and email addresses of the primary and secondary contacts for this RFP. 1.1.2 All addenda should be downloaded, reviewed, signed, and re-uploaded in this section prior to submitting proposal. 1.1.3 By selecting yes, you confirm that your proposal will remain valid for six (6) months after the due date of this RFP. If you respond no to this question, your proposal will be automatically disqualified. 1.1.4 By selecting yes, the Offeror understands and accepts all financial responsibility for all travel expenses incurred for oral presentations (ir required/requested) and/or candidate interviews. 1.1.5 Please use the text-box below to detail out any deviations or exceptions to the RFP requirements. You must include a detailed justification for the deviation or exception. If there are no deviations or exceptions, please put "NONE" in the box below. 1.1.6 Is the Offeror willing to extend pricing to other state universities and University affiliate organizations within the Commonwealth of Kentucky? Group 2.1: Group 2.1 Instructions: 2.1.1 Please list the legal name, e.g. “ABC Group, Inc.” of your company. 2.1.2 Please list the State of Incorporation of your company. 2.1.3 Please list the primary business address of your company for the purposes of administering the contract and/or agreement. 2.1.4 Please list a valid remittance address for your company for the purposes of invoicing and payment. If this entity is a corporate affiliate, subsidiary company or any payee otherwise differentiated from the parent company, the Offeror will explain the relationship of both entities and detail why the remittance address differs from the address of the primary entity. 2.1.5 Please offer a detailed description of your corporate organization, e.g. parent corporation, subsidiaries, affiliated companies, distributors or wholly-owned franchises and discuss how any particular group of companies will be involved in the Offeror’s administration of any contract resulting from this RFP. 2.1.6 Please upload a copy of audited financial statements for the three (3) most recent fiscalyears for both the Offeror’s corporate offices, as well as those of the local distributor. 2.1.7 Please identify and discuss any litigation or claim brought against your company within the last seven (7) years, which might reflect adversely on your company’s professional image, ability, or capacity in relation to providing services sought in this RFP. 2.1.8 Please address both of the following questions: 1. Is your company currently for sale, involved in any transaction to expand, become acquired by, or otherwise merged with another organization? If so, please explain. 2. Has your company been involved in any reorganization, acquisition or merger within the last two (2) years? If so, please explain. 2.1.9 Is Offeror currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity? If yes, Offeror shall specify the pertinent date(s), details, circumstances, and describe the current prospects for resolution. 2.1.10 Does Offeror have any personal, financial, or organizational relationship with an Eastern Kentucky University member of the Board of Regents, employee, or other representative of the University? If so, please explain in detail any potential or perceived potential conflict of interest for either the Offeror or University. 2.1.11 Please include any other relevant organizational or financial information about your company that will aid the University in evaluating the company, its financial viability and its ability to appropriately service the University. 2.1.12 Please upload an ACORD certificate of insurance per the requirements outlined on page 11 of the "RFP Legal Definitions, Terms of Proposal/Contract, and Requirements" document under the "Prerequisites" section of this RFP. If you carry other and/or additional insurance coverages, please upload the certificate(s). 2.1.13 If your company has produced a HECVAT or SOC-2 report, please upload either of those documents. Group 3.1: 26 May 202326 May 202326 May 202326 May 202326 May 2023 Instructions: 3.1.1 Program Plan – Services Defined. Please upload a brief narrative of how Offeror proposes to accomplish services described in this RFP. The Proposal shall, at a minimum, meet all mandatory services. Please provide examples and exhibits of reports that will be made available to the University. 3.1.2 Financial Proposal - Please upload a complete description of all costs for services, including hourly rates if applicable. 3.1.3 Optional Services - Fully describe and explain any optional services that Offeror will provide that are not part of the mandatory services. Note: If providing a file upload, please type in "SEE UPLOAD" in this section 3.1.4 If desired, you may use this space to upload a PDF copy of your Optional Services instead of using the space provided. 3.1.5 The University's standard payment terms are Net 30. If more favorable terms are available to the University, please include those as part of your response. 3.1.6 Are you claiming Resident Bidder Status as a respondent to this RFP? 3.1.7 If you are claiming Resident Bidder Status, please complete and sign the attached formand upload it back to this proposal. Group 4.1: Reference 1 Instructions: 4.1.1 Please provide reference information for a similar project or service performed. Please include Name, Institution Name, Phone Number, and Email Address. Group 4.2: Reference 2 Instructions: 4.2.1 Please provide reference information for a similar project or service performed. Please include Name, Institution Name, Phone Number, and Email Address. Group 4.3: Reference 3 Instructions: 4.3.1 Please provide reference information for a similar project or service performed. Please include Name, Institution Name, Phone Number, and Email Address. 26 May 202326 May 202326 May 202326 May 202326 May 2023 Product Line Items Product Line Items There are no Items added to this event. 26 May 202326 May 202326 May 202326 May 2023 Service Line Items Service Line Items There are no Items added to this event. 26 May 202326 May 202326 May 2023

521 Lancaster Ave, Richmond, KY 40475, United StatesLocation

Address: 521 Lancaster Ave, Richmond, KY 40475, United States

Country : United StatesState : Kentucky

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