RFP # UP13-DJ-1101

quarterceladonMobile - Wireless

Dec 10, 2013 (3 years and 8 months ago)

161 views


1

|
P a g e


UNI VE RS I T Y OF MAS S AC
HUS E T T S

RE QUE S T F OR
P ROP OS AL


UNI VE RS I T Y
OF MAS S AC HUS E T T S

MOB I L E

DE VI C E

MANAGE ME NT

I NI T I AT I VE





RF
P

#

UP13
-
DJ
-
1101


S U B M I T T E D B Y T H E U N I V E R S I T Y O F M A S S A C H U S E T T S,
P U R C H A S I N G

D E P A R T M E N T, S H R E W S B U R Y, M A 0 1 5 4 5

SPONSORED BY

THE UNIVERSIT
Y
OF MASSACHUSETTS

PRESIDENT’S OFFICE


2

|
P a g e


1.0 General Information


1.1

Summary

The University of Massachusetts requests proposals from vendors for
planning, configuration, implementation of
a
Mobile Device Management (MDM) s
olution

that will service all five

campuses and the President's Office
with the
capabilities, as specified herein. The intent of the Request for Proposal (RFP) and the ensuing process is to provide
vendors with the information, requirements, and specifications necessary for the preparation

for a professional
and comprehensive proposal. Specific terms and conditions are outlined.

Proposals
must

include

the following
:



MDM Strategy / Vision:
Overall corporate and solution strategy / vision including current solution maturity
.
See section 6.1
for University requirements for Strategy / Vision.



MDM
Feature / Functionality:

An overall feature / functionality
description
detailing

your solution

capabilities
.
See section 6.
2

for
University requirements for MDM F
eature /
F
unctionality
.



MDM Configur
ation / Implementation:
An overall configuration / implementation description
detailing your
solution capabilities.

See section 6.
3

for University requirements for MDM Configuration / Implementation.



MDM
Operations

/

Administration / Management (OAM)
:

An overall
OAM

description
detailing your
solution capabilities.

See section 6.
4

for
University requirements for MDM
Operations

/
Administration /
Management.



MDM
Information
Security Management:

An overall security management description
detailing your
s
olution capabilities.


See section 6
.5

for
University requirements for MDM
Information
Security
Management.



MDM Device
/

Application
Support
:
An overall MDM

device
/

application
description
detailing your solution
capabilities.

See section 6.
6

for
Uni
versity requirements for MDM
Device / Application
Support
.



MDM End
-
user Support:
An overall MDM
end
-
user

description
detailing your solution capabilities.

See
section 6.
7

for
University requirements for MDM
Device / Application Support
.



MDM
Solutio
n Cost

Model
: A c
omprehensive
costing

model
detailing your solution capabilities.

See section
6.
8

and section 7
for
University requirements for MDM
Solution Cost

Model
s
.



MDM
Provider

Qualification
s

/ References
: A comprehensive company profile
detail
ing your

industry
knowledge /
expertise and customer

experiences
.

See section 6.
9

for University requirements for MDM
Provider Qualifications / References.



MDM Provider / Solution Competitive Advantage:
A summary of key elements that differentiate your

proposed solution, company, custonmers, etc., from your competition.

See section 6
.10

for University
requirements for MDM Provider Provider / Solution Competitive Advantage.



For the purposes of understanding the approximate e
xisting Mobile Device I
nventory, see the chart below.


Campus

University
Issued

BYOD

Amherst

857

272

Boston

257

257

Dartmouth

211

600

Lowell

255

577

Pres
idents

Office

143

294

Worcester

551

849

TOTAL

2274

2849




3

|
P a g e


1.2 Definitions


The following definitions apply to mobi
le devices, University issued devices and BYOD (Bring Your Own Device):


1.

Mobile Device
s
-


M
obile
D
evice
s

(also known as handheld device
s
, handheld

computers or simply handhelds)
are

small, hand
-
held computing device
s
, typically having a display screen wit
h touch input and/or a miniature
keyboard and weighing less than 2 pounds (0.91 kg).



H
andheld computing device
s

ha
ve

an operating system (OS), and can run various types of application
software, known as apps. Most hand held devices can also be equipped w
ith WI
-
FI, Bluetooth and GPS
capabilities that can allow connections to the Internet and other Bluetooth capable devices such as an
automobile or a microphone headset. A camera or media player feature for video or music files can also be
typically found on

these devices along with a stable battery power source such as a lithium battery.



For
university

purposes:



Can be connected to a UM
ASS

campus


services such as email or network (WiFi, Cellular)



Devices that store data including but not limited to: Smart

Phones, Tablet Computer (E.G. IPad, Sony
Tablet, Samsung , ASUS Transformer)


, Mobile Media Player (E.G. IPod),


EReader ( E.G. Kindle, Nook)



Excludes Laptops



2.

University Issued Mobile Devices
-

These mobile devices are issued by the University for empl
oye use


3.

BYOD Mobile Devices



Mobile devices that are purchased by the employee and used to access university
resources


1.3

University System


The University is composed of six (6) distinct operating units, and each of their associated entities and off
-
s
ite
affiliates including

the
:




Amherst Campus



Boston Campus



Dartmouth Campus



Lowell Campus



President’s Office/System
Office/Central Administration



Worcester Campus


The University’s five campuses and
President’s
Office
are geographi
cally dispersed througho
ut the S
tate

of
Massachusetts
. Each campus possesses a unique and complementary mission. A single Board of Trustees
composed of 19 voting members and 3 non
-
voting members governs the University

System
. The President of the
University oversees the five
-
cam
pus system

and President’s Office
,
while

each campus has its own Chancellor.



UNIVERSITY CAMPUSES

AND CENTRAL OFFICE


Central Administration


Office of the President

The University of Massachusetts Board of Trustees, appointed by the Governor, oversees

the University including
appointing the President, setting policy, approving the budget and fees, and approving new programs. The Board
of Higher Education subsequently approves new programs in its role as statewide coordinating board, and also sets
the
relatively small component of student charges comprising tuition.



4

|
P a g e


The President
,

as
the principal academic and executive officer of the University
,

coordinates the work of all
campuses and promotes the general welfare of the University as a whole and in i
ts parts. The Office of the
President is responsible for supporting the President in ensuring that the campuses
adhere to

Trustee policies and
master plans and that the University maintains the highest and most
effective

stewardship of its resources.




Shared services have been deployed in key support functions such as information technology, financial
administration, auditing and legal services. The Office of the President is responsible for managing the shared
services for the University in an enviro
nment of collaborative governance in which the campuses, as the
consumers of the services, are deeply involved in decision making and direction setting. These shared services are
performed in Shrewsbury, MA and include financial reporting and system wide

budgeting; legal services;
centralized debt administration; labor relations and benefits administration;
internal audit; information technology
services

including
enterprise wide Finance and Payroll/Human Resource Management systems; centralized
banking,
tax and investment services;
and
liability, vehicle, and other

insurances.





Amherst Campus

UMass Amherst is one of the nation’s preeminent public research
institutions
. Over 27,000 students from all 50
states and over 70 countries attend the
U
niversity.

Home to New England’s premier honors college, UMass
Amherst has more than 85
undergraduate majors, 68 master
s and 48 doctoral degree programs


many
represent
the top programs in the nation and world. The

world
-
renowned

and dedicated

faculty
recently rece
ived a record
breaking $170 million in sponsored research. The student body is the most academically competitive in its history,
and participates in over 240 co
-
curricular organizations. A recent facilities renaissance includes new buildings in
the science
s, the arts, and recreation. UMass Amher
st is part of the Five College C
onsortium with Smith, Mount
Holyoke, Hampshire and Amherst colleges. To learn more about UMass Amherst, visit
www.umass.edu
.


Boston Campus

The 17
5
-
acre Boston campus, which is located three miles from downtown Boston on a harbor peninsula, is home
to the John F. Kennedy Presidential Library and the Massachusetts State Archives and the Commonwealth
Museum. UMass Boston is the only educational instit
ution in the Northeast to share its campus with a Presidential
library.
With a growing reputation for innovative research addressing complex urban issues, the Boston

campus
,
metropolitan Boston’s only public university, offers its diverse student populatio
n both an intimate learning
environment and the rich experience of a great American city. UMass Boston’s eight colleges and graduate schools
serve more than 15,000 students while engaging local, national, and international constituents through academic
pro
grams, research centers, and public service activities. To learn more about UMass Boston, visit
www.umb.edu
.


Dartmouth Campus

Distinguished by personalized teaching, innovative research, and full engagement in regional e
conomic, social, and
cultural development, UMass Dartmouth has an enrollment of more than 9,400 students in more than 40
undergraduate and 30 graduate programs, including 10 at the doctoral level and the Commonwealth’s only public
law school. The scholarly

research and creative activities of faculty and graduate students are interwoven with the
undergraduate experience. The main campus, designed by the eminent architect Paul Rudolph, is located on 710
acres in North Dartmouth. Other University sites include

the Center for Marine Science and Technology on the
waterfront in New Bedford, the Advanced Technology and Manufacturing Center in Fall River, the Star Store arts
campus in downtown New Bedford, Fairhaven
-
based centers focusing on marketing research and K
-
12 education
practices, and professional and continuing education centers in Fall River, New Bedford, and on Cape Cod. To
learn more about UMass Dartmouth, visit
www.umassd.edu
.


Lowell Campus

UMass Lowell is a compr
ehensive nationally recognized doctoral
-
level research university. Located in the culturally
rich city of Lowell, the campus offers its more than 14,000 students 20 doctoral, 32 master’s, and 120 bachelor’s

5

|
P a g e


degrees in fine arts, humanities, social and appl
ied sciences, education, engineering, health, environment, and
management. Campus life revolves around a state
-
of
-
the
-
art recreation center and sports arena, 130 vibrant
student organizations, 50 musical ensembles, and 17 varsity sports, including Division

I ice hockey. Experiential
learning opportunities for students include internships, co
-
ops, and international exchanges. The campus engages
with the community and partners with industry, other educational institutions and the non
-
profit sector to
advance
research, provide public service and enrich the student educational experience. Research expenditures in
2010 approached $60 million. To learn more about UMass Lowell, visit
www.uml.edu
.



UM
ass Medical School

Described
by students and faculty alike as dynamic and collaborative, UMMS is perennially ranked in the top ten
medical schools in the nation focusing on training primary care physicians. A leading academic health sciences
center and the Commonwealth’s only public m
edical school, UMMS was founded in 1962 to provide affordable,
high
-
quality medical education to state residents and to increase the number of primary care physicians practicing
in underserved areas. UMMS is home to the School of Medicine, Graduate School
of Biomedical Sciences, and
Graduate School of Nursing; public service initiatives throughout the state; and a $232 million
-
a
-
year biomedical
research enterprise. UMMS programs are the centerpiece of the Massachusetts Life Sciences Initiative, and in 2006
the Nobel Prize was awarded to co
-
recipient Professor Craig Mello. To learn more about UMass Medical School,
v
isit
www.umassmed.edu
.


Additional information about the University of Massachusetts System is available t
hrough the University’s web site
at
http://www.massachusetts.edu/index.html
.



6

|
P a g e


2.0



INSTRUCTIONS
TO

BIDDERS


2.
1

IMPLEMENTATION SCHEDULE


Event

Date and time

RFP Release Date

November 2
,
2012

Deadline fo
r Bidder Questions

November 19
, 2012



5:00 PM EST

UMass Response

to Bidder Questions

November
30
, 201
2



5:00 PM EST

Proposal Due Date via email

December 14
, 2012




2:00 PM EST

Vendor

Presentations



Week of

February 4
,

201
3

(Approximate)

Contract A
ward Date

April 1
, 2013

(Approximate)



The University may change these dates at it sole discretion.


2.2

SUBMISSION PROCESS


All
Proposal
s

must be received via email
to
procurement@umassp.ed
u

on
or before

2:00 p.m. EST, on

December 14, 2012
.

The
proposal

email mail box will be closed at this time so it will no
t be sufficient to email the
proposal

with an email sent time of 2:00pm

EST
.




2.2.1

Email Response
-

File Size Limitations


The
procurement@umassp.ed
u

mailbox is capable of receiv
ing

emails up to 25 MB in size. If your response is
larger than 25 MB, please split your response and send in 2 or more separate emails and indicate in the subject
line that you a
re sending multiple emails,
e.g.

UP1
3
-
DJ
-
1101

Proposal
, 1 of 2.

All emails containing your
bid

response must be received prior to the proposal deadline.


2.3

QUESTIONS


Bidders may submit written questions via e
-
mail to
procurement@umassp.edu

on

or before
5
:00

pm EST, on

November 19, 2012
.


The

email subject line must read:



UP1
3
-
DJ
-
1101

QUESTIONS
”.


The University will
compile all questions and email responses to all
known

bidders by
5
:00

pm EST, on

October

29, 2012
.

Response to
questions will also be posted on Comm
-
Pass and on the
University’s website at the following location:



http://www.massachusetts.edu/purchasing/bidinformatio
n.html
.


N
o telephone calls will be entertained.


Prospective bidders are prohibited from obtaining information about this
proposal

from any University personnel.


Inquiries received after the specified date and time will not be accepted.




7

|
P a g e


2.6

CONTACT
INFORMATION


Except as may be noted otherwise herein, the issuing office and sole contact for

the coordination and
dissemination

of all informa
tion regarding this RFP

is:


Don Joubert
,

Director of
Procurement

University of Massachusetts President’s Office

333 South Street, Suite 450

Shrewsbury, MA 01545

Email: djoubert@umassp.edu


2.7

A
CCEPT/REJECT PROPOSAL


The University reserves the right to reject any or all
proposals
,

wholly or in part; to waive technicalities,
irregularities, and omissions; to make th
e award in a manner deemed to be i
n
the best interest of the University;
and to correct
any award erroneously made as a
result of a clerical error on the

part of the University.


2.8

W
ITHDRAWAL OF PROPOSAL


Proposals

may be withdrawn at any time pr
ior to t
he proposal receipt deadline date and
time. Once the
proposal

receipt deadline has

passed all
proposal
s become the property of the University.


2.9

P
ROPOSAL RESULTS



Complete records of all
proposal
s and awards are maintained in the
University of Massach
usetts President’s Office
Purchasing
Department.
All bid documents will be made available for public examination after the bid evaluation
committee has completed its bid review, selection and award.


2.10

N
O UNIVERSITY OBLIGATION


This RFP in no manner ob
ligates the University to the eventual purchase of any products or services described,
implied, or which may be proposed, until confirmed by written agreement, and may be terminated by the
University without penalty or obligation at any time prior to the s
igning of an agreement.



2.11

AUTHORIZED SIGNATURE


The proposal offer shall be signed by an officer who is authorized to make such commitments for the bidder.

Please complete bidder information in Section

10.0

-

BIDDER INFORMATION AND SIGNATURE
.


2.12

E
XPENSES


Expenses for developing and presenting proposals shall be the entire responsibility of the Bidder and shall not be
chargeable to the University. All supporting documentation and manuals submitted with this proposal will become
the property of the

University unless requested by the Bidder, in writing, at the time of the submission, and agreed
to, in writing, by the University.


8

|
P a g e


3.0

UNVERSITY TERMS AND CONDITIONS


The terms and conditions that will apply to the submission of proposals to the Univers
ity’s evaluation of the
proposal offers, and to the award of the contract should be reviewed carefully to ensure full responsiveness to the
RFP.

3.1

PROPOSAL FORMAT

All proposals shall be submitted as
Best and Final Offers
.

Bidders will not be allowed to m
ake material alterations
to their proposal offers after the proposal opening. Each bidder shall include in their written offer all
requirements, terms and conditions they may have, and shall not assume that an opportunity will exist to add such
requiremen
ts, terms or conditions after the proposal opening. Bidder’s terms or conditions that are deemed
unacceptable by the University may be the basis for the University’s rejection of the proposal.

3.2

PROPOSAL MATERIALS

All material submitted in response to t
he RFP shall become the property of the University upon submission and will
be considered as part of this RFP.

3.3

M
ASSACHUSETTS PUBLIC RECORDS LAW

Access to
University

records is made in accordance with the Massachusetts Public Records Law, M.G.L. c
. 66, s. 10.
All Responses received are subject to M.G.L. c. 4, s. 7, ss. 26, and M.G.L. c. 66, s. 10 regarding public access to such
documents. Statements or endorsements inconsistent with those statutes will be disregarded. The
University

will
withhol
d the Responses or sections of Responses until such time that they have been opened. The
University

will
make available the documents within those Responses only upon the finalization of those records.

3.4

RFP INTERPRETATION

Interpretation of the wording
of this document shall be the responsibility of the University and that interpretation
shall be final.

3.5

ADDENDUM

Any addendum issued to Bidders prior to the proposal opening date shall include an addendum acknowledgement
section. Since all addenda sha
ll become a part of the proposal, all addenda must be signed by an authorized
Bidder representative and returned with the proposal. Failure to sign and return any and al
l addendum
acknowledgements may

be grounds for rejection of the proposal response.

3.
6

PROPOSAL MODIFICATION

Any exceptions/ addition
s/ alterations to the terms and
conditions contained herein must be included in the
bidder
’s
proposal

response.
Failure to provide the
required data to allow for evaluation of the
bidder
’s response
to the
RF
P
, or failure to follow and complete the
RFP

proposal

format and accompanying documents will be
grounds for rejecting the
proposal

offer. The University reserves the right to reject any
proposal
s that alter the
terms specified in the
RFP
.


9

|
P a g e


3.7

CONFIDENTIA
LITY

From the date of issuance of the RFP until the opening date, the Bidder must not make available or discuss its
proposal, or any part thereof, with any employee or agent of the University. The Bidder is hereby warned that any
part of its proposal or an
y other material marked as confidential, proprietary, or trade secret, can only be
protected to the extent permitted by Commonwealth of Massachusetts laws.

3.8

PERIOD OF FIRM PROPOSAL

All
proposal

offers must remain in effect for a minimum period of
120

d
ays following the
Proposal due

date in
order to allow for sufficient time for evaluation, approval, and issuance of award notice. The successful
bidder
’s
offer will remain

firm for the duration of any
resulting award and extensions.


3.9

VENDOR PRESENTATI
ONS


Some vendors may be invited to the University’s Shrewsbury location

to give an oral presentation

of their

proposal
. A detailed agenda will be sent prior to the presentations.



The presentations are
tentivevly
schedule
d

for

the week

of
February 4
, 2013

at the following

location:


University of Massachusetts President’s Office

333 South Street, Suite 450

Shrewsbury, MA 01545


If special accommodations are required in order to attend a site visit, contact Don Joubert at
djoubert@umassp.edu

, no later than three (3) days before the event.


3.10

PRE
-
AWARD NEGOTIATIONS


After the proposals are opened, but prior to award, the University may elect to conduct negotiations with the
highest ranked proposal respondent
s for purposes of:




Resolving minor differences and information



Clarifying necessary details and responsibilities



Emphasizing important issues and points



Receiving assurances from respondents


Selection may be made without further discussion, negotiations
or bidder’s presentations; therefore, bidder shall
offer the most favorable terms in response to this RFP. Bidder must demonstrate an understanding of the scope of
service to be provided and the ability to accomplish the tasks set forth. Bidder shall inc
lude information that will
enable the University to determine the bidder’s overall qualifications. The University reserves the right to request
additional information or clarification on any matter included in the proposal response, to enable the Universi
ty to
arrive at the final award decision.


10

|
P a g e


4.0


CONTRACT

The contract will be for a three year period with the option to renew for two additional 1 year renewal periods.
The services and requirements of the contract shall begin at the discretion of the
University. During renewal
periods all Terms and Conditions will remain the same as the original term


4.1

CONTRACT STATUS


The response to this
RFP

will be considered as the
bidder
’s offer to contract. Final negotiations on the offer that
receives the
highest e
valuation by the University may

be conducted to resolve any minor differences and
informalities that do not materially alter the offer.


4.2

CONTRACT FORMAT


The resulting University Award will incorporate the Uni
versity

o
f Massachusetts
Contr
act
Terms and Conditions,
a
sample copy of which is enclosed

as
Appendix A
. T
his
RFP
, any addendum, the
bidder
’s response thereto, all
additional agreements and stipulations, and the results of any final negotiations

will constitute the final contract.



4.3

CONTRACT MODIFICATIONS


Any changes to the contract must be agreed to, in writing, by both parties prior to their execution.


4.4

CONTRACTOR ASSIGNMENT OF SUB
-
CONTRACT


The Contractor shall not assign or in any way transfer any interest in the Contra
ct without the prior written
consent of the University, nor
shall
there be any subcontract of services without the prior written approval of the
University.


4.
7

CONFLICT OF INTEREST


No officer or employee of the Commonwealth shall participate in any dec
ision relating to the Contract which
affects his/her personal interest or the interest of any corporation, partnership, or association in which he/she is
directly or indirectly interested.



11

|
P a g e


5.0

Evaluation Criteria

/ Definitions


Factors that will be used
to evaluate proposals will include
,

but
may not be

limited to
:




MDM Strategy / Vision:

See section 6.1 for

details



MDM Feature / Functionality:

See Section 6.
2

for details



MDM Configuration / Implementation:

See Section 6.3

for details



MDM Operations /
A
dministration / Management (OAM)
:

See Section 6.
4

for details



MDM
Information
Security Management:
See Section 6.5

for details



MDM Device / Application
Support
:

See Section 6.
6

for details



MDM End
-
user Support
: See section 6.7 for details




MD
M Solution Cost Model
:

See Section 6.8

and Section 7.0

for details





MDM Provider Qualifications / References

See Section 6.
9

for details



MDM Provider / Solution Competitive Advantage:
See Section 6.10

for details



6.0

Bid Requirements


Please provide
the following information with your response:


University Requirements

6.1 Solution Strategy / Vision



Strategy / Vision:
Describe your overall strategy / vision for supporting mobile devices including company provided
and employee provided (BYOD) devices.




Solution Maturity:
Describe your current solution maturity
.
Classify your solution as an one of the following: Fully
Mature Solution, Early Stages of Release, Not Ready for Deployment, Other (please describe). Provide justification for
your maturity asse
ssment.




Solution Roadmap:
Provide details of your solution roadmap over the next 2


㌠ye慲s⸠䑥s捲楢e key 捡c慢楬i瑩ts 瑨慴
w楬i⁢e⁩ 瑲tTu捥T⁷楴 ⁦ 牵牥⁰污lfo牭  se牶i捥⁲e汥ases.


6.2 Solution Feature / Functionality

(Please verify your solution ca
n support the following requirements)




Over
-
the
-
air (OTA) configuration:

Dictate different security settings for different work segments, Dictate different
applications for different work segments, Dictate different configuration policies for different wor
k segments




Intelligence, troubleshooting, and support:

Scheduled or event based actions for troubleshooting and support, Real
-
time monitoring for troubleshooting and support, Logging for troubleshooting and support, Web based reports for
troubleshooting a
nd support




Real
-
time inventory
: Real time info on system configuration, Real time info on installed applications, Real time info on
security configuration, Perform automated real
-
time remediation




Reports:

Devices that do not meet intended compliance (e.g
., Jail broken / rooted, passwords, encryption)




Remote control capabilities:

describe your solution’s capability in this area




Employee Self
-
service portal:

Backup and restore, Wipe, Remote wipe validation, Locate, Send "find me" sound/alert,
Password res
et


12

|
P a g e





Advanced monitoring and actionable alerts:

Send low battery warning alert to user, Jailbreak/root detection alert to
MDM Admin, Removal of policy alert to MDM Admin, Malware detection and alert to MDM Admin and user,
Alerts/notifications when devices a
re no longer compliant




Report templates:

Report templates containing: new devices, applications, usage trends, Ability to customize reports
via report templates




Other capabilities:
Other solution features including:

-

Manage WiFi only devices
-

E.G. IPOD,

IPAD, Kindle

-

Safeguard to auto remove device from UMASS network if user removes policy. Also remove corp apps, data.


-

Is Encryption FIPS 140
-
2 compliant?

-

Ability to disable camera via policy (E.G. CWM UMCH must not have camera in phone when visiting
jails)

-

Ability to do policies by user, department, groups

-

Ability to restrict data access when device becomes non compliant

-

Ability to send message to device
-

E.G. "We will be removing application X due to compliance issues"

-

Ability to auto
-
wipe (corp da
ta) after x days of connectivity loss

-

Ability to alert users and MDM admin of low battery condition




List dependencies on other products/services that will need to be purchased or installed separately by UMMS to
meet our requirements
:

E.G. Apple Develope
r license to deploy UMass applications to iOS devices for UMass Apple
Store, Touchdown for Android devices.


6.3 Configuration / Implementaion



Roles / Responsibilities:

Listing of your company responsibilities and University responsibilities at the start,

during,
and at the conclusion of the implementation process.




Number / types of supported devices:

Any restrictions on the number of mobile devices and / or types of devices the
solution can manage?




Project Implementation Plan:

Please submit a sample pr
oject plan including your proposed methodology, approach
and timelines.




Implementation Partners:

List any mobile optimization companies you are partnered with activities such as:

-

Completing a System wide inventory of all wireless devices

-

Mobile device and

carrier plan optimization

-

Review University wireless policies with recommendations for policy changes/enhancements

-

Mobile device and carrier plan optimization

-

Ongoing wireless services and plan management




Project Management:

Details on the individual(s
) at your company who will be responsible for managing all phases
of this project for the University, including resumes of each individual.


6.4 Operations / Administration / Management



Operations / Support Details:

List hours of support, Service Level
Agreememnts, Ticketing Process, Help Desk
capabilities, etc.




Operations Tools / Solutions integration:

List any integration with Asset Management, Log Management, Change
Management, Problem Management / Ticketing, Security Incident and Event Management (S
IEM), LDAP integration,
other Service Management tools / solutions




Management Platform
-

Summary of MDM Management System capability including:

On premises solution,

13

|
P a g e


Software as a Service (SaaS/Cloud), Can management system be virtualized?, FTEs to manag
e?, Deployment time?, HA
and Clustering?, Online tutorials, Online help, What training is Included?, Hardware requirements, OS requirement




Delegated administration:

Does your solution support delegated administration at both the campus level,
departmentle
vel, etc. Describe how this capability works.




Support Delegation



䑯es you爠so汵瑩tn suppo牴r瑨e 慢楬i瑹 fo爠愠卵pe牶iso爠牯le 瑯 牵n 慬氠捡浰cses 慮T Tele条ge
spe捩f楣⁲i汥s⁴o⁣ mpuses⸠⁅⹇⸠⁗楰楮朠go⁥慣 ⁩ T楶楤u慬ac慭aus




Device Management capabil
ities:

Describe your solution support for the following: Wipe (entire device vs. UMASS
information), Wiping successful even if SIM card is pulled, Remote wipe validation, Locate a single phone, Send "find
me" sound/alert, Password reset, Detection of Jailb
reak or rooting, Device status, Advanced search capabilities.
Search by any field, Backup and restore data, Support for all device types (Android, iOS, Windows Mobile, Blackberry,
etc.)


6.5 Information Security Management

(Please verify your solution ca
n support the following requirements)





PIN enforcement:

Cannot be simple pattern wipe. E.G. Z, C, etc. Must be 4 digit minimum and not easy combos
(1111, 2222, 1234, etc), Strong password capability




Selective data wipe:

The ability to wipe only corpor
ate data from a device while leaving personal data intact, Ability to
distinguish personal data from corporate data and set different policy on either




Jailbreak/root detection:

Remove access to UMass network and corp assets (email, web sites, corp apps),
Alert MDM
Admin




Data encryption:

Non OS dependent encryption, Support for all UMASS supported devices (Section 6.5).




Virtual Private network (VPN):

A secured connection is often a requirement when connecting a device to a specific
corporate application
or asset. Integration with existing VPN solutions and the ability to manage certificates




Data Leak Prevention (DLP):

Describe your product capabilities for data at rest, data in motion, data in use.




Whitelist and blacklist capabilities:

Whitelist capabil
ity, Blacklist capability, Whitelist or blacklist specific devices by
serial or UDID (exceptions for VIPs)




ActiveSync Device Restriction:

Restrict access to any device not being managed by the MDM tool




Malware Capabilities
: describe your support for malw
are detection and malware removal (real
-
time and scheduled
scanning). Include web threats. Specifiy how often is malware detection/removal software and virus source files
updated. How quickly are malware detection/removal software and virus source files
updated for Zero
-
Day malware?




Other Security Capabilities:

A listing and a brief description of other services that your company may make available
to the University in the area of Information Security.


6.6 Mobile Device / Application Management

(Pleas
e verify your solution can support the following requirements)




Mobile device support:

Blackberry, iOS (Apple), Android, Windows Phone (7 +), Windows Mobile, Symbian, Palm




PC platform support:

Dashboards and reporting capabilities that include combined i
nformation from mobile devices
and Windows
-
, Mac
-
, and Linux
-
based devices.



14

|
P a g e




Remote software distribution and updates:

Distribute software (in
-
house or 3rd party), Maintain/Update in
-
house or
3rd party apps




App store restrictions:

Restrict access to all c
onsumer application stores, Restrict access to specific IT approved
consumer applications




Enterprise
-
class app store:

Summarize your capabilities




Custom Mobile Applications Support

-

What are the capabilities for developing and deploying custom applicati
ons?


6.7 End
-
user support



Self
-
Service Portal Capabilities:

Describe how your solution supports end
-
user self service registration. Can end
-
users
remotely wipe their devices via the portal.




Acceptable Use:

Does your solution support the ability to restr
ict access to University resources until the end
-
user
agrees to an acceptable use clause. Is this capability automated (i.e., no operator intervention)? Please describe how
this capability works for your solution.




User Self registration:

Does your soluti
on support user registration? Is this provided as a self service capability?




Online help for self
-
service portal:

Does your solution provide on
-
line help and FAQs?


6.8 Solution Cost Model



Cost Proposal:

Please complete section 7.0
. Complete both Option

1 (University
-
wide solution and Option 2 (Campus
-
based solution)




6.9 Qualifications / References



Overall Qualifications:

Description of your company detailing your qualification to implement a mobile device
management solution for the University.




C
ompany Information / Experience
: Summary of company experience including references, volume pricing, company
headquarters, company profitability, research and development, company size (employees), tech support capability,
overall rating (Forrester and Gar
tner), etc.




University Experience:

Proposal should reflect experience with public Universities and an understanding of the special
needs of the University of Massachusetts.




Global presence:

List the countries your MDM solution is available. Describe ho
w you would support a University
faculty member, student or administrative employee travelling abroad.




Partners:

List all partners who will support you with this solution. Describe the specific role of each partner.




University References:

Detail at le
ast two situations where your company has implemented MDM in a University
setting, a multi
-
campus environment is preferred.




Successful Engagements:

Provide brief descriptions of engagements that you and your clients believe to have had
successful outcome
s (acknowledging that these clients may be called upon as a reference). Describe the outcome(s)
both qualitatively and quantitatively.


6.10 Competitive Advantage



Solution Advantages:

Describe all areas where you believe that your solution is superior to

the competition.



15

|
P a g e




University Advantages
: Describe the majoy benefits that the university would receive by choosing your solution vs.
your competitors.





7
.0

Cost

Proposal


The cost
p
roposal should list in detail all costs, fees, or charges the Universi
ty can expect to incur if your proposed
solution is implemented.

Please complete both options: Option 1 (university
-
wide solution) and Option 2 (campus
-
based
solution). Your pricing should be based on a 3 year contract award.



Option 1: University
-
wide
solution


A
nnual license fee (based 3 year agreement)

Item (see description)


Quantity

(Estimate)

List Price

% Discount

Discounted
Price

Extended Price

University
I
ssued

Mobile D
evices


2274





BYOD

Mobile D
evices


2849









Option 1
:

University
-
wid
e solution

Additional Costs: Please include the following incremental costs
based on 3 year agreement

(include all that apply)

Cost Element

Mandatory (M) or

Discretionary (D)

One
-
time Cost

Recurring Cost

(per Month)



Data Enrichment Fees



Product Upgrade
Fees



Additional Module Fees



Fees for any Value added Services (list here)



Estimated Implementation costs



Estimated Training cost



Professional services costs







Other Fees or Charges (list below)








16

|
P a g e


Option 2: Campus
-
based solution

A
nnual license fee

(based on 3 year agreement)

Item (see description)


Quantity

(Estimate)

List Price

% Discount

Discounted
Price

Extended Price

Amherst Campus

University
I
ssued

Mobile D
evices


857





BYOD

Mobile D
evices


272





Boston

Campus

University
I
ssued

Mobile

Devices


257





BYOD

Mobile Devices

257






Dartmouth

Campus

University
I
ssued

Mobile Devices

211






BYOD

Mobile Devices


600





Lowell

Campus

University
I
ssued

Mobile Devices


255





BYOD

Mobile Devices


577





Pres. Office

Campus

Univers
ity
I
ssued

Mobile Devices

143





BYOD

Mobile Devices

294





Worcester

Campus

University
I
ssued

Mobile Devices


551





BYOD

Mobile Devices


849









Option 2
:

Campus
-
based

solution

Additional Costs: Please include the following incremental costs
based on

a

3 year agreement

(include all that apply)


Campus Name:

(complete one for each campus)

Cost Element

Mandatory (M) or

Discretionary (D)

One
-
time Cost

Recurring Cost

(per Month)



Data Enrichment Fees



Product Upgrade Fees



Additional Module Fees



Fees for any Value added Services (list here)



Estimated Implementation costs



Estimated Training cost



Professional services costs







Other Fees or Charges (list below)






17

|
P a g e


8.0 Additional

Opportunities


The University of Massachusetts endeavors to work w
ith the 28 state colleges; universities and community college
throughout Massachusetts

to provide them with the opportunities to take advantage of pricing and terms that are
available to us.




Vendors are requested to indicate if they are willing to exten
d the pricing and terms of this proposed agreement to
the 28 State Colleges, Universities and Community Colleges in Massachusetts, if awarded a contract.


These
institutions do not commit any volume to the resulting contract and will make their own determi
nation to
participate or not.




Your decision to include or exclude the pricing and terms of the proposed contract to the other State institutions of
Higher Education in Massachusetts will not impact, in any way, our evaluation of vendor's proposals or t
he
resulting award of a University contract.




If awarded the University contra
ct for Mobile Device Optimization
, are you willing to extend your proposed terms
and incentives to the other 28 state colleges; universities and community college throughout Ma
ssachusetts?


Yes____


No ___


9
.0 References




Please provide
three client references below
(please type or print clearly):






Customer Name


Contact Name

and
Title


Telephone Number


Email Address


1








2








3









18

|
P a g e


10
.0 BIDDER INFORMA
TION AND SIGNATURE


Please complete the information
below (type or print clearly).


BIDDER (BUSINESS) NAME



BIDDER CONTACT PERSON


ADDRESS

1



ADDRESS 2


CITY



STATE



ZIP



TELEPHONE



FAX


EMAIL


Web Address




Authorized Signature:_________
___________________________



End of RFP UP13
-
DJ
-
1101