Learning Management (LMS) Solution - System Wide

11 January 2023 Learning Management (LMS) Solution - System Wide The University is seeking proposals to select a compliance training delivery, registration, and reporting platform (currently Skillsoft Learning Management System), described herein 11 January 2023 Open 12/15/2022 8:30 AM MST Type Request for Proposal Close 2/13/2023 10:00 AM MST Number PSC-S-1678 Currency US Dollar Payment Terms 0% 0, Net 30 11 January 2023 Contacts Crystal DiCino Crystal.DiCino@cu.edu 11 January 2023 Commodity Codes Commodity Code Description 10 IT Software & Maintenance 11 January 202311 January 202311 January 202311 January 202311 January 202311 January 202311 January 202311 January 202311 January 2023 mailto:Crystal.DiCino@cu.edu All responses must be submitted via CU solicitation portal at

target="_blank">www.cu.edu/psc/solicitations by date and time noted above. All questions or proposals must be submitted using the solicitation portal. Questions or proposals that are emailed to the Purchasing Agent will not be accepted. TABLE OF CONTENTS SECTION I. Definitions, Summary BUYER ATTACHMENTS. Statement of Work Functionality Requirements of LMS Solution Proposal Submission Format/Requirements Evaluation and Award University of Colorado Sample Contract - with Compliance Language Bidders Legal Team Review and Certification Document - Requires Legal Signature PREREQUISITES. Bidders must Review and Accept QUESTIONS. Additional Information, RFP Requirements, and attachments Bidders Must provide, including, but not limited to Bid Response Bidders intending to submit a response to this Request for Proposal must read this document in its entirety when planning to submit a response. Late bids will NOT be considered. It is the responsibility of the Bidder to ensure their bid response is successfully SUBMITTED on time, NO exceptions will be granted by the University. SECTION I. DEFINITIONS, BACKGROUND, OVERVIEW, AND GOALS DEFINITIONS: "CU" - University of Colorado “University” – University of Colorado "SLA" - Service Level Agreement "RFP” - Request for Proposal "LMS” - Learning Management System SUMMARY: The purpose of this RFP is to evaluate and select a compliance training delivery, registration, and reporting platform as a replacement to the Skillsoft learning management system (LMS) currently used at the university. Since 2009, Skillsoft has been used by university faculty, staff, and students for compliance training delivery (both online and instructor-led courses), registration, and reporting. Description https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=Colorado Required to View Event Prerequisites Required to Enter Bid 11 January 2023 1. Bidders must Read, Acknowledge and Accept the "General Terms and Conditions and Administrative Information" for RFP 1678. Bidders must Provide Variances and/or Exceptions with their Bid Response, if applicable. Upload your Bid Response to the STATEMENT OF WORK/TECHNICAL RESPONSE Question located under the "Questions" section of the Solicitation. 2. Review, Acknowledge, and Accept the Non-Exclusive Agreement 3. Bidders must Review, Acknowledge, Accept, and Respond the MANDATORY REQUIREMENTS. Interested suppliers unable to meet all mandatory requirements will not be allowed to participate in this solicitation. 4. Review the Insurance Requirements- Upload or respond directly to Insurance Question under the “Questions” Section. 5. Review, Acknowledge, and Accept 6. Review, Acknowledge, and Accept 7. Review and Acknowledge 8. Review, Acknowledge, and Accept 9. Please review and accept 11 January 202311 January 202311 January 202311 January 202311 January 202311 January 202311 January 2023 Buyer Attachments 1. STATEMENT_OF_WORK_RFP_1678 Final.pdf 2. Functionality Requirements for LMS Solution.xlsx 3. PROPOSAL+SUBMISSION+FORMAT+REQUIREMENTS+RFP 1678.pdf 4. EVALUATION+AND+AWARD+RFP_1678.pdf 5. Bidders Legal Team Review and Certification Document 6. University of Colorado Sample RFP Agreement Bids.docx 11 January 202311 January 202311 January 202311 January 202311 January 202311 January 2023 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTEzMDcxLTEzNTU0Mzg1NzZTVEFURU1FTlRfT0ZfV09SS19SRlBfMTY3OCBGaW5hbC5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTEzMDcxLTEzNTU0Mzg1NTBGdW5jdGlvbmFsaXR5IFJlcXVpcmVtZW50cyBmb3IgTE1TIFNvbHV0aW9uLnhsc3g%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTEzMDcxLTEzNTU0Mzg1MTlQUk9QT1NBTCtTVUJNSVNTSU9OK0ZPUk1BVCtSRVFVSVJFTUVOVFMrUkZQIDE2NzgucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTEzMDcxLTEzNTU0Mzg4NzhFVkFMVUFUSU9OK0FORCtBV0FSRCtSRlBfMTY3OC5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTEzMDcxLTk4NTk5MTk4NkJpZGRlcnMrTGVnYWwrVGVhbStSZXZpZXcrYW5kK0NlcnRpZmljYXRpb24rRG9jdW1lbnQucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids.sciquest.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMTEzMDcxLTEyNDcxODUzMTNVbml2ZXJzaXR5IG9mIENvbG9yYWRvIFNhbXBsZSBSRlAgQWdyZWVtZW50IEJpZHMuZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 Questions Required Questions Group 1.1: STATEMENT OF WORK/TECHNICAL RESPONSE Instructions: 1.1.1 Bidders to upload their response MINUS FINANCIAL PROPOSAL here. By submitting your response, you have read, acknowledged and understood the requirements. **DO NOT INCLUDE YOUR FINANCIAL PROPOSAL IN THIS SECTION** Group 2.1: SUPPLIER QUALIFICATIONS AND PROJECT TEAM Instructions: 2.1.1 What percent of your revenue comes from Higher Education clients? 2.1.2 Provide an overview of company qualifications. Provide background of the company, including total number of years in business and experience of staff assigned to this project. 2.1.3 The Successful Bidder must provide a single point of contact as an account or service representative that is responsible for the management of any resulting contract, provide the name of this contact. 2.1.4 General Supplier Information: Provide principal contact information for this solicitation, including address, telephone number, fax number, e-mail, and website (if applicable). Group 2.2: TECHNICAL RESPONSE QUESTIONS Instructions: 2.2.1 Company Overview - Current clients. Include projects in size and structure to Universityof Colorado. 2.2.2 How is your organization structured to provide the level of support being requested in this Solicitation (organizational structure, staffing, etc.)? 2.2.3 Conflict of Interest - Detail any conflict of interest to disclose in relation to the Universityof Colorado. Group 3.1: GENERAL QUESTIONS/REQUIREMENTS Instructions: 3.1.1 Confirm you have read the bid and the associated bid documents in its entirety, and understand the requirements of the bid. 3.1.2 List any exceptions to this solicitation document. Please note that significant exceptionsmay deem your proposal nonresponsive. Group 4.1: MANDATORY REQUIREMENTS Instructions: 4.1.1 MANDATORY REQUIREMENTS: By answering "Yes", Bidders indicate they have read and included a response to each of the Mandatory requirements listed in the solicitation. Interested Bidders unable to meet all mandatory requirements will not be allowed to participate in this solicitation Group 5.1: UNIVERSITY CONTRACT - COMPLIANCE LANGUAGE Instructions: 5.1.1 Contract "COMPLIANCE OBLIGATIONS"- List any variances to the Universities Sample Contract (no matter how slight)- Compliance Obligations section. If none, Bidder must indicate. Note that significant exceptions or exceptions University can't agree to may deem your proposal nonresponsive 5.1.2 Contract - List any variances to the Universities Sample Contract (no matter how slight) - Terms and Conditions. If none, Bidder must indicate. Note that significant exceptions or exceptions University can't agree to may deem your proposal nonresponsive 5.1.3 By Answering "Yes", Bidders acknowledge and agree to use the University's Contract attached to "Buyer Attachment" section as the contract vehicle. University will NOT use OR sign Successful Bidders Contract or paper even if a prior contract was executed between the parties. Group 6.1: FINANCIAL PROPOSAL Instructions: 11 January 202311 January 202311 January 202311 January 202311 January 2023 6.1.1 FINANCIAL PROPOSAL REQUIREMENTS ATTACHED: Bidder shall submit a detailed itemized Cost proposal to include all aspects of providing the statement of work associated with this Request for Proposal. Upload your FINANCIAL PROPOSAL HERE. NOTE: All costs must be identified in your response as the University will not pay for any hidden costs. FINANCIAL PROPOSAL MUST BE SEPARATE FROM TECHNICAL PROPOSAL AS INDICATED IN THE RFP 6.1.2 Bidders must list the amount of educational or other discount included in pricing. If none, Bidders must indicate if pricing is standard or how pricing was calculated. 6.1.3 Itemize any charges or costs NOT listed under the Items tab, and upload here. Group 7.1: SERVICE LEVEL AGREEMENT Instructions: 7.1.1 Describe the following features of your support processes: Escalation process; turnaround time for issues rated critical, high, medium, and low priority. Include how your company determines priority 7.1.2 Describe how you evaluate customer satisfaction. 7.1.3 Describe how you make changes to your services based on the feedback you receiveand how often 7.1.4 What is the average response time for responding to a question, price quote request, orcomplaint? Who handles such questions? 7.1.5 Provide the phone number, email or website where this would be handled, hours ofoperation, and average wait time during peak hours. 7.1.6 List the available support options including phone and onsite support in terms of hours of availability (e.g., 24x7, 2-hour response, etc.) and expertise level for hardware problems, software problems.. Pricing for each of the Support Options available are to be provided in the Financial Proposal. 7.1.7 Briefly describe the process for placing and tracking service requests. 7.1.8 Does your support structure allow for a single point of contact for escalated technical support of items that have not been remedied through the normal channels? 7.1.9 What are your average response times based on severity levels? 7.1.10 Provide when your service is available. 7.1.11 HOURS OF SUPPORT: Successful Bidder will provide a designated support contact(s) for normal Business hours, Monday through Friday, Mountain Daylight/Standard Time. Bidders must state what is considered During Business Hours and After Business Hours. Designated support contacts must be included for such. Group 8.1: BIDDERS LEGAL TEAM REVIEW AND CERTIFICATION DOCUMENT Instructions: 8.1.1 By Answering "Yes", Bidders indicate their LEGAL has completed the Bidders Legal Team Review and Certification Document. 8.1.2 IF you answered "Yes" to the above Question, Bidders state that their LEGAL has reviewed and signed the Bidders Legal Team Review and Certification Document, included with their bid response and also attached here? Group 9.1: INSURANCE REQUIREMENTS Instructions: 9.1.1 INSURANCE REQUIREMENTS Bidders must review and acknowledge the University's Insurance Requirements located under the "Prerequisites" section of this RFP and upload the appropriate documentation Group 10.1: SUBMISSION / FORMAT REQUIREMENTS Instructions: 10.1.1 By answering "Yes", Bidders indicate they have submitted their bid proposal/response based on the PROPOSAL SUBMISSION FORMAT/REQUIREMENTS attached? 10.1.2 By answering "Yes", Bidders acknowledges their Financial Proposal/Pricing Section is NOT included with their Technical response as described in the Solicitation. Group 11.1: VALUE-ADDED SERVICES Instructions: 11 January 202311 January 202311 January 202311 January 202311 January 2023 11.1.1 Bidder should provide a brief summary of any other value-added services or programs which may contribute to the overall value of your proposal, including but not limited to: Training, Industry Partnerships, Support of CU's Charter and Goals, Support of sustainable development, initiatives in support of women, wellness, and our changing regional demographics Comment to provide significant financial and non-financial support for the University and its signature program. If providing Value Add, please choose "YES". Otherwise choose "NO" 11.1.2 VALUE ADDED - Upload response to Value Added Section Here. Group 12.1: INVOICE REQUIREMENTS Instructions: 12.1.1 SAMPLE INVOICE (ITEMIZED) - Provide a Sample Invoice. Invoices must be broken down by line item, hourly rates, resources, deliverables/milestone, when applicable and not lump sum costs. Group 13.1: SOLICITATION VARIANCES/EXCEPTIONS Instructions: 13.1.1 SOLICITATION EXCEPTIONS: List any exceptions to this solicitation document, no matter how slight. Note that significant exceptions or exceptions University can't agree to may deem your proposal nonresponsive 13.1.2 SOLICITATION EXCEPTIONS: It is agreed and understood that any variances or exceptions stated by the Supplier may be negotiated or may not be accepted by the University. Just because the supplier states a variance or exception does not mean the University has to accept or will accept. By answering "Yes", Bidders indicate they have read this and agree. Group 14.1: EVALUATION AND AWARD Instructions: 14.1.1 EVALUATION AND AWARD: Bidders must review. By answering "Yes", Bidders indicate they have reviewed the Evaluation and Award Document attached. 11 January 202311 January 202311 January 202311 January 202311 January 2023 Product Line Items Product Line Items There are no Items added to this event. 11 January 202311 January 202311 January 202311 January 2023 Service Line Items Service Line Items 1. # Item Name, Commodity Code, Description Allow Alternates Qty. UOM Requested Service Delivery S1 First Year - Total Cost 1 Itemized and detailed pricing must be included. S2 2nd Year Total Cost 1 Itemized and detailed pricing must be included. S3 3rd Year Total Cost 1 Itemized and detailed pricing must be included. S4 4th Year Total Cost 1 Itemized and detailed pricing must be included. S5 5th and Final Year Total Cost 1 Itemized and detailed pricing must be included. 11 January 202311 January 202311 January 2023