Request for Quotations Personal Services

childlikeprudenceInternet and Web Development

Dec 5, 2013 (3 years and 6 months ago)

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1



Request for Quotations


P
erso
nal Services


Lundquist College of Business (
LCB
)

Website Redesign



Quotations due by
:



March
22
, 2013
, 5:00 P.M.




Contact:




Shandon Bates



Phone:





541
-
346
-
3814

Fax:






541
-
346
-
3341

Email:





shandon@uoregon.edu







Department:




Lundquist College of Business




Address:






955 East 13
th

Ave., Eugene, OR 97403


Submittal Instructions:
Enter the requested information on

the Request for Quotations

(RFQ)

form, print and
sign it. Prepare your complete response, including the
RFQ

form and any additional documents. Submit the
complete response via email,
facsimile
or US mail to the department contact noted above.

General Information:

RFQ
to provide per
sonal services as described below in the Scope of Work, will be
received by the
State Board of Higher Education acting by and through the University of Oregon (“University”).
U
se this form to submit your

signed quotation

pursuant to the submittal instruct
ions by the date and time shown
above. Additional documents may be included as part of the response
, provide all documents in Word format
.

If
you do not use this form your quote may be deemed non
-
responsive.
If you do not

sign
this Request for
Quotations

form

or

submit
it to University
by the
due

date
and

time
, your quote
will
be deemed non
-
responsive

and will not be considered for award
.

By providing a quote in response to this
RFQ
, Contractor agrees to the terms and conditions contained in this
RFQ

and
further agree
s

to the

Personal Services Contract
Standard Contract

Provisions

found at
http://pcs.uoregon.edu/content/forms
.

Any contract resulting from this
RFQ

will be subject to
the Personal
Services
Contract Standard Contract Provisions
.

Quotations
submitted that contain any exceptions or modification
to

the terms and conditions contained in th
is

RFQ

or the

Personal Services Contract Standard Contract
Provisions
,

may be deemed non
-
responsive by Univer
sity in its sole discretion.

If modifications to
the Personal
Services Contract Standard Contract Provisions are

requested the sections and specific modifications must be
provided. Separate terms to replace
the Personal Services Contract Standard Contrac
t Provisions

in its entirety
will not be considered.

Quotes submitted in response to this RFQ will be retained by the University for the required retention period and
made a part of the file or record that will be open to public inspection. If a response c
ontains any information that
is considered a “trade secret” under ORS 192.501(2), mark each page containing such information with the
following legend: “TRADE SECRET”.


The Oregon public records law exempts from disclosure only bona fide
trade secrets, and

the exemption from disclosure applies “unless the public interest requires disclosure in the
particular instance.”


Non
-
disclosure of documents or any portion thereof or information contained therein may
depend on official or judicial determinations made
pursuant to law. An entire response to this RFQ marked as
“trade secret” is unacceptable, and all parts of s
u
ch quote will be deemed available for public disclosure.



Insurance Requirements:

If checked, the specified insurance is required

for any contract resulting from this
RFQ. See Attachment D

included in this RFQ
, Personal Services Contract Insurance Requirements.


Additional Terms and Conditions
:
If checked, this quotation is subject to additional
University
terms an
d
conditions attached and titled:






2



Lundquist College of Business (LCB) Website Redesign

Scope of Work:


The Lundquist College of Business

(“College”)

at the University
of
Oregon is
undertaking a graphical and architectural redesign of i
ts main website (currently comprised of
lcb.uoregon.edu and www3.lcb.uoregon.edu) and implementing a robust content management system

(“CMS”)

for the site. The
C
ollege’s goal is to launch the redesigned site branded as
business.uoregon.edu by late summer 2
013.

To stay on the cutting edge and continue to attract the highest caliber students and faculty, the
Lundquist College of Business seeks to revamp its website onto a single platform with a new graphic
look/feel, a responsive user
-
interface design, a ref
ined navigation scheme, and a new, robust content
management system to manage it all.

The new site must convey the innovative, collaborative, and more personalized nature of the UO
Lundquist College of Business, and other key differentiating factors that s
et us apart. It must also
provide a means of highlighting and conveying the college’s many diverse activities and selling points in
a dynamic fashion.

Moving forward, we have selected Drupal as the content management system to build this new site. The
comp
any selected for this project must be capable of handling all aspects of the proje
ct from
design to
implementation, data migration and

support. We are seeking a solid platform with customiza
tions that
are suited directly to our stated needs. Our admin
istra
tive

interface must be simple to manage yet robust
in capability. As a whole, this platform must be secure, scalable, and customized to our needs.

SPECIFIC PROJECT DELIVERABLES

The completed project will include:

1.

Discovery and Information Gathering
:
Sel
ected Contractor

will meet with the
C
ollege’s
communications and information services teams to gather information about what work has already
been done and what work still needs to be completed. This includes gathering information about
branding and design

from the communications team and information about technical requirements and
hosting from the
C
ollege’s information services team. Note: major site designs and user experience
designs for headers and navigation have already been conceptualized and wirefr
amed. An existing
inventory of pages in the current site to migrate has been completed. Documentation of page types that
will be needed has been developed. Information architecture and sitemap documentation has been
completed. Navigation structure and nami
ng schemes have been determined. The information gathered
will determine what information and tasks need to be handed off to the
selected

Contractor

and what
information and documentation the
selected Contractor

still needs from communications and informat
ion
services.

2.

Wireframe/Design Template pages
:
This new graphic design should match the
C
ollege’s existing
printed marketing collateral pieces to the largest extent possible. The
selected Contractor

will
immediately be in contact with the Director Strat
egic Communications and Web Content Specialist to
discuss color, theme, look, and design. As noted above, much of the responsive design
conceptualization and wireframing for the site has been completed, particularly in regards to navigation
and page types.

The
selected Contractor

will need to provide additional wireframe and design services
3


for the main content area (independent of navigation) specific page types. This wireframing will include
page design templates (1, 2, and/or 3 column) connoting where sp
ecific content types will appear on
pages, how the different content types work together, and how they will scale responsively for tablets
and mobile devices. Again, templates for main content areas should focus on modularity to enable
responsive design.

T
he
selected Contractor

will provide at least 4 design directions for the home page, second
-
tier program
home pages, and other breakout pages as requested.

Once a design direction for these remaining elements has been finalized,
Contractor

will complete
gra
phic design for all templates selected and will translate these designs into functional HTML/CSS
templates. As part of the co
n
version to HTML/CSS,
Contractor
will identify an appropriate CSS Reset
(e.g. Normalizer CSS).

Design templates will include:



Home
Page



Top
-
Level/Secondary Program/Center Home Pages (Undergraduate Programs, Oregon MBA
Program, Oregon Executive MBA Program, Master of Accounting Program, PhD Program,
Warsaw Sports Marketing Center, Lundquist Center for Entrepreneurship, Finance and
Secu
rities Analysis Center, Center for Sustainable Business practices)



Standard Inner Page (1 column)



Standard Inner Page (2 column)



Standard Inner Page (3 column)



Calendar / Calendar Item Detail



Faculty Directory/Faculty Profile



News / News Item


3.

Designed

for Mobile
:

Selected Contractor

will deliver and implement designs that are responsive in
nature. This means the designs must ensure that navigation and content elegantly shift, resize, etc. on
screen based on screen size and break points. It is essentia
l that the design be responsive for mobile
and tablet environments. Examples of responsive designs include smashingmagazine.com,
whitehouse.gov

and

bostonglobe.com
.


4
.

Drupal Build and Deploy
:
Once the design direction is conveyed to the
selected Contract
or

and the
remaining design elements are finalized,
selected Contractor

will work with
U
niversity

staff to build out a
corresponding Drupal environment, integrate it completely with the new design, and eventually take it
live
with
in

the
U
niversity

IT infra
structure. In addition to our live site,
to allow for design and testing new
directions, University

will require

a test/development environment to be

ho
sted

on U
niversity

campus.

5
.

Data Migration
:
In implementing the new site,
selected Contractor
will mi
grate existing content from
College’s

existing CMS to be repurposed and placed into the new site. An inventory of the pages to
migrate has already been completed. Some pages can be migrated through scripting. Other pages
(News Content) will need to be migr
ated manually into the new site architecture. Student workers at the
C
ollege will be available to assist with any manual migration of content.

6.

Web Technical Standards, Compatibility and Other Considerations



Design should utilize Valid HTML & CSS and lev
erage HTML5 and CSS3
.



Design should be lightweight, forward thinking,
an
d web
standards compliant.

4




Design needs to be accessible across devices. (no Flash)
.



Design should be tested against and compatible with the accessibility and usability standards
estab
lished by the U.S. federal government's Section 508 and the W3C's Web Content
Accessibility Guidelines

2.0, Level A (
http://www.w3.org/WAI/intro/wcag
).



Browser considerations


design must look similar across all browsers:

o

Microsoft IE 8+, Firefox, Chrome
, Safari, Opera, and CSS styling for printable pages.

o

Normalize and/or Modernize CSS (Normalizer.css and Modernizr.js for instance)



Pages and text should be responsive/elastic based on page width and screen size.



The site must be able to integrate third p
arty applications and APIs (such as for Google Maps,
Twitter, Facebook, URL shortening, and so forth) in order to create a seamless experience for the
user.



Search function on all pages
.



The site will comply with the policy and procedure manual that Univer
sity of Oregon Digital
Communications has set forth. These policies may be viewed at
http://digital.uoregon.edu/webstandards
.


7.

Additional Recommendations
: Provide recommendations for and work wit
h Lundquist College of
Business staff on:



Integration of front
-
end user forms with database
-
driven backend tools (e.g., Apply to the Major,
Peer Advising Application, Scholarship Application, Room/Equipment Reservation, Marketing
Survey Pools, and other f
orms/systems).



Complete integration with Google analytics for enhanced tracking of users, marketing and
advertising performance, and content trends within our website.



Expanding our URL shortener to enable site visitors (and not just staff) to create short

URLs to
specific pages for sharing.



Additional Web enhancements related to integrating content seamlessly from:

o

RSS news feeds from third part sources

o

Blogs


particularly the college’s student written blog
(http://blogs.uoregon.edu/uobusiness)

o

Photo Gal
leries

o

Video Galleries

o

Link Management


ability to assign specific URL names for certain pages on our site.

o

Metadata Management


Ability to easily access and optimize robot.txt and sitemap.xml
files for search results.

o

Other technology/cutting
-
edge feat
ures other business schools are using to improve
constituent relations and applicant interest/yields.



8.

Website Development
: The site will be built utilizing U
niversity

infrastructure resources to replicate
the environment in which it will go live. I
t will be built on a LAMP stack, with RHEL6 as the OS. The
Shibboleth module will be installed, providing U
niversity

federated identity management, along with
several other preinstalled modules.
Contractor

will have the ability to install additional modu
les.



Contractor

shall design and build the Drupal environment securely.

o

Any available updates or packages addressing security vulnerabilities of the server
operating system or Drupal software must be updated within 7 days of their release.

o

The website dat
abase will support data collection and data exchange from various
sources.

o

Contractor

will add additional content developers to the system as needed, upon request.




At the UO Lundquist College of Business’s
request and
direction,
Contractor

shall provide f
uture
applications and web solutions.

o

For planning and security purposes,
Contractor

will update the Drupal system package and
5


modules annually. Intermediate updates may be necessary to employ new features
deemed critical to the college’s marketing strate
gies.

o

For each

requested

application/web solution, the Lundquist College of Business will define

the solution
requirements
, Contractor will provide a quote for
the
services to create the
solution. If University decides to proceed with the purchase of the s
olution, University
and

Contractor

will enter into a written amendment to the contract

to provide the service
s

for
the quoted price
.


Selection criteria
:

Selection criteria w
ill include
;

design skill, creativity and concepts, price, availability, designer
experience
and references.

Submittals:


Please include the
following information
in your submittals.

1. References


Include a list of two clients and contact information for whom similar projects have been completed by
Contractor. Preference for proje
cts completed in a Higher Education environment.


2.
Experience

Responses must include a description of Contractor’s experience performing projects similar in type and
magnitude to the subject of this RFQ.
Responses must include a minimum of three examp
les. Include
work samples of similar projects. Work samples should
represent

how design helped to improve the
presentation and appeal of the site.

3. Project Approach

Responses must include a full description of how Contractor would approach this projec
t and fully
address all deliverables identified in the Scope of Work above.

4. Continued Support



Responses must include

a plan for continued Drupal support and maintenance of the site, taking
into consideration all of the requirements listed above.



Respons
es must

break out elements and recommendations
for an ongoing maintenance plan
.

5
. Project Timeline and Availability

A timeline with breakdown of time allocated for delivery of all deliverables identified

above

in the Scope
of Work

with

the
ability to mee
t the project target launch of
late Summer, 2013.

6
. Estimate

A complete
detailed
estimate of the costs

to provide all deliverables identified above in the Scope of
Work
should be submitted, including
on
-
going
maintenance costs.

6


Contractor’s Proposed Sta
tement of Work

(SOW)

Details

To streamline the quote and contracting review process,
fill in

the
SOW details below.

Project Name:






Contractor Full Legal Name:







Contract Term:






Proposed Start Date:






Proposed End Date:






Price Quote for Services:

Fixed Fee:







Variable Fee


Define Structure (ie. Rate per hour or per deliverable):






Maximum Not to
Exceed: $






Deliverables:

Contractor will
provide

to University the following deliverables:


Additional Expenses
:











No.

Description of Deliverables
/Tasks/Milestones

Responsible
Party

Due Date or
Estimated Duration

Fee/Rate

1
.











2
.











3
.











4
.











5
.










6
.











7
.










8
.











9
.










10
.











7


Lundquist College of Business (LCB) Website Redesign

Quote for Requested Scope of Work to be Completed by Contractor

1)

Check all items applic
able to this Request for Quotation:


Response/Informal Proposal included with submittal
includes
the following:

X

Completed Contractor's Propos
ed Statement of Work (SOW) Detai
ls form


[INSERT TY
PE OF SUBMITTAL, IE. REFERENCES, QUALIFICATIONS]


[INSERT TYPE OF SUBMITTAL, IE. REFERENCES, QUALIFICATIONS]

Contractor

Full Legal Name
:








Address:












Email:








Phone:












Fax
:








2)

Please indicate your Minority Women or Emerging Small Business (MWESB) Status:


Women Owned

Self Report
State Certified #






Minority Owned

Self Report
State Certified #






Emerging Small Business

Self Report

State Certified #







3)

Contractor agrees to furnish the above according to University’s terms, conditions,
and specifications.

4)

Representations and Warranties.

By
submitting
this
quote in response to this RFQ,
Contractor
represents and warrants that
(1)
p
rices
quoted
shall
be firm for three months
;
(
2
)
Contractor
has the power and authority to enter
into and perform the contract awarded as a result of this RFQ; (
3
)
The individual signing for
Contractor
is authorized to execute this quote on behalf of
Contractor
;
(4) Contract
or is an
independent contractor and not an employee, partner, or agent of University;
and (
5
)
Contractor’s
name, as it app
ears in this quote, is
Contractor’s
legal name, as it will appear in the
Contractor’s
W
-
9, and if
Contractor
is an entity rather than
an individual that the entity named in this quote is
validly existing and in good standing.

Signature:












Print Name:








Date:










No Quote.

Date Contacted:





Reason:






8


ATTACHMENT D

PERSONAL SERVICES CONTRACT INSURANCE REQUIREMENTS

(Only complete when insurance is required)


During the term of this Contract, Contractor will maintain in full force at Contractor’s own expense the
insurance
indicated below and fulfill the following requirements:


1.

General Liability Insurance

Required by University

Not Required by University

Contractor will obtain comprehensive general liability insurance with a broad f
orm CGL endorsement or
broad form commercial general liability insurance, with a minimum combined single limit of not less than

$1,000,000 for each occurrence and $2,000,000 aggregate or

$2,000,000 for each occurrence
and
$5,000,000 aggregate covering bodily injury and property damage, and will include personal and
advertising injury liability, products liability, and contractual liability coverage for the indemnity provided
under this Contract. It will provide that Un
iversity and officers and employees are additional insureds but
only with respect to the Contractor's services to be provided under this Contract

(
See
Paragraph #4 of this
Attachment)
.

2.

Commercial
Auto Liability Insurance:

Required b
y University

Not Required by University

Commercial automobile liability

insurance with a minimum combined single limit of $1,000,000 for each
accident and $2,000,000 aggregate for bodily injury and property damage, including coverage fo
r owned,
hired and non
-
owned vehicles, as applicable.

3.

Professional Liability Insurance:

Required by University

Not Required by University

Examples to consider: attorney, physician, dentist, counselor, architects,
etc. Professional Liability

insurance with a combined single limit, or the equivalent, of not less than

$1,000,000 per occurrence
and $2,000,000 aggregate or

$2,000,000 per occurrence and $5,000,000 aggregate. This

is to cover
damages caused by error, omission, or negligent acts related to the professional services to be provided
under this C
ontract. If this insurance is arranged on a “claims made” basis, “tail” coverage will be required
at the completion of this Contract for a duration of 24 months. Only a certificate is required.


If in the presence of minors:

Required b
y University

Not required by University

In addition to the above professional liability insurance requirements, above, Contractor’s professional
liability insurance policy will

contain provisions for coverage of allegations of corporal
punishment, sexual
abuse, and molestation.

4.

Insurance; Certificates of Insurance and Endorsements.


Contractor will obtain insurance policies issued by an insurance company authorized to do business in the
State of Oregon with a minimum financial rati
ng of an AM Best rating of A
-

or higher. Contractor’s liability
insurance, except for professional liability insurance, will be arranged on an “occurrence” basis. The
Contractor will be financially responsible for all pertinent deductibles, self
-
insured
retentions and/or self
-
insurance.


Upon request by University, Contractor must provide to University a

Certificate of Insurance

from the
insuring company evidencing insurance coverage required by this Contract.


The “Description of
Operations” must include

(using the following exact language) the “
State Board of Higher Education
acting by and through the University of Oregon, their officers and employees”

as additional insured.
The certificate will provide that the insurance company will give a 30
-
days’ wri
tten notice to University if
the insurance is cancelled or materially changed.


Upon request by University, Contractor will provide to University an
endorsement

from the insuring
company, naming (using the following exact language) the “
State Board of High
er Education acting by
and through the University of Oregon, their officers and employees”

as additional insured. If
requested, complete copies of insurance policies will be provided to University.

5.

Notice of cancellation or change.

Contractor will not

cancel, materially change, reduce limits, or fail to
renew the insurance coverage(s) without 30
-
days' written notice from the Contractor or insurer(s) to
University, Contract Manager at the following address: 720 E. 13
th

Avenue, Suite 302, Eugene, OR 9740
1.