RESTRICTED

PUR1612/12

Request for Proposal

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Provision of a Visual Analytics Platform

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RESTRICTED

RESTRICTED

PUR1612/12

1.0 INTRODUCTION

The European Bank for Reconstruction and Development (the "EBRD") is an international financial institution. The EBRD was established by treaty in 1991 to foster the transition towards open market oriented economies and to promote private and entrepreneurial initiatives in Central and Eastern Europe, the Baltic States and the Commonwealth of Independent States that are committed to and applying the principles of multiparty democracy, pluralism and market economics. The EBRD has 67 shareholders (65 countries plus the European Union and the European Investment Bank). Further information about the EBRD's roles and activities can be found on the EBRD's website: www.ebrd.com.

1.1 Definitions:

·  The terms ‘EBRD’ and ‘The Bank’ shall mean the European Bank for Reconstruction and Development.

·  The term ‘RFP’ shall mean Request for Proposal.

·  The term ‘Supplier(s)’ shall mean a party that submits a proposal in accordance with this RFP.

·  The term ‘Proposal’ shall mean a combination of the documents defined in section 4.4 of this RFP. Specifically the Technical Proposal and the completed Quotation File.

2.0 PROJECT BACKGROUND

2.1 Objective

The objective is to procure and implement an appropriate Visual Analytics Platform to support the Bank’s strategic IT architecture. In outline, the selected Supplier will be required to:

·  supply the visual analytics software to the Bank;

·  provide expertise to design, install and configure the visual analytics software to the Bank’s requirements; including integration with the Bank’s security infrastructure, warehouse infrastructure, portal infrastructure and provision of a disaster recovery;

·  provide training to Bank staff in the configuration and operation of the visual analytics software;

·  provide on-going support and maintenance of the Visual Analytics software.

The definition of such software, the nature of the strategic architecture, and the scope of the migration, training and support requirements are explained in the following sections.

2.2 Background

The Bank is engaged in transforming its IT landscape from an architecture in which functions are concentrated in traditional “vertical” applications, linked by point-to-point interfaces with a centralised traditional data warehouse, to a modern architecture based on a portal, micro services, big data and visual analytics.

The visual analytics platform will initially be required to operate over the existing data warehouse and existing operational data stores. In later phases of the IT transformation, a big data platform will be added as a source for analytics; the visual analytics platform will be required to help shield the end-user from the transition from traditional data warehousing to big data based analytics.

Visual analytics platform aims to provide an interactive reporting and an analytical environment:

·  that supports:

o  operational reporting;

o  management information;

o  data sciences;

o  the communication of Bank results.

·  Through:

o  tabular reporting;

o  exposing systems underlying data through a shareable business friendly presentation layer;

o  reporting based on charts, graphs and maps;

o  interactive dashboards.

·  That are:

o  interactive

·  That is deployable:

o  initially, on the Bank’s internal infrastructure;

o  later, to be deployed on Infrastructure as a Service.

·  Accessible:

o  as a stand-alone application by staff on the Bank’s internal network;

o  as a dashboard published via the Bank’s enterprise portal

§  to staff;

§  by authorised third parties.

o  as a dashboard published on the Bank’s web site and accessible to the general public.

The business case for implementing such a platform depends largely on the benefits of the architecture it supports, and its effectiveness in that support. Those benefits are:

·  Improvement in the quality of the users’ experience interacting with Bank applications and information.

·  Improvement in the agility of the Bank’s IT landscape – the ability to deliver new functions rapidly in a joined-up way, in response to changing user requirements.

·  Delivery of interactive dashboard to enable users to explore the Bank’s information assets.

3.0 EBRD CONTACT DETAILS

Your sole contact for the purposes of the RFP is:

Darren Fox – Procurement Manager

Corporate Procurement Unit

EBRD

One Exchange Square

London

EC2A 2JN

Telephone: 020 7338 6255

Email:


4.0 DESCRIPTION OF THIS RFP

4.1 Overview

Suppliers wishing to participate in this process will be required to make the following submissions in accordance with the timetable outlined in section 4.2:

·  a technical proposal (the ‘Technical Proposal’);

·  a completed quotation file (the ‘Quotation File’).

4.2 Timetable

20th December 2016 / RFP published
11th January 2017 / Deadline for requests for clarification
16th January 2017 / EBRD response to requests for clarification
23rd January 2017 by noon / Deadline to submit proposals
30th Jan – 3rd Feb 2017 / Demonstration/Presentation of proposal at the EBRD
20th February 2017 / Contract Award

The EBRD reserves the right to amend or change these dates at any time.

4.3 Clarifications

The process for reception and resolution of queries shall be as follows:

·  suppliers will send queries by e-mail to the following address: ;

·  there will be one round of queries;

·  the deadline for queries is shown in the timetable set out in section 4.2 of this RFP;

·  the EBRD will circulate the responses to all queries to all participating Suppliers in accordance with the timetable set out in section 4.2 of this RFP; and

·  the clarification document will make no reference to which Supplier made any particular query.

4.4 Technical Proposal

The Technical Proposal shall be prepared with reference to Annex A – Visual Analytics Requirements and shall be comprised of the documents listed below.

4.4.1 Minimum Requirements

Suppliers wishing to participate in this RFP are required to complete the Checklist provided in Annex E to this RFP. Only those Suppliers capable of answering “yes” to all of the questions are eligible to participate. Suppliers that answer “no” to any question or that provide an incomplete will not be eligible for participation in this RFP.

In addition, for the cells marked ‘Y’ in the Self Evaluation excel sheet (embedded in Annex B), suppliers must be able to meet these specific requirements or they will not be eligible for participation in this RFP.

4.4.2 Core Requirements

The Supplier shall provide a completed copy of Annex B – Core Requirements.

4.4.3 Narrative Response

The Supplier shall provide a narrative response (the “Narrative Response”) as outlined in Annex C of this document.

4.4.4 Technical Proposal Submission

Responses shall be submitted to the EBRD contact on a CD or a USB drive and in an original hard copy by courier in a sealed envelope clearly identified as “PUR1612/12 – Visual Analytics Platform - Technical Proposal” in accordance with the timetable set out in section 4.2 of this RFP.

4.4.5 Demonstration/Presentation

In addition to a written response, Suppliers will be requested to receive a representation for the Bank for a presentation. The presentation should last no more than 120 minutes and will cover the topics below identified. The visit/presentation is scheduled for week commencing 30th January 2017.

i) Introduction to the proposed Visual Analytics Platform

·  Introduction of the key features of the Visual Analytics Platform.

·  Demonstration of how the Platform will provide the requirements we have described our requirements.

·  Key benefits of the product for EBRD.

ii) Overview of the Implementation process and Product Support

·  Outline and description of the Implementation process.

·  Detail the quality and experience to the consultants to be used for the implementation.

·  Detail how the product is supported.

4.5 Quotation File

All Suppliers are required to complete the quotation file (the ‘Quotation file’) attached as Annex D of this RFP. Prices are to be quoted in GBP net of VAT. All of the cells in the Excel spreadsheet shaded in yellow must be completed by Suppliers.

4.5.1 Quotation File Submission

The Excel file must be submitted on a CD or a USB drive and in an original hard copy by courier in a sealed envelope clearly identified as “PUR1612/12 – Visual Analytics Platform - Quotation File” in accordance with the timetable set out in section 4.2 of this RFP.

4.5.2 Quotation File Validity

Quotes submitted shall be valid for ninety (90) days following date of receipt.

4.6 Additional Information

4.6.1 Supplier Profile and Demographics

Suppliers shall provide a statement giving a brief history of their company, how it is organised, and how its available products and resources will be used to meet EBRD's requirements. The Supplier shall submit the following information.

·  The company's official name and address. The vendor shall also indicate what type of entity it is — for example, a corporation or a partnership.

·  The name, address and telephone number of the person to receive correspondence, and who is authorized to make decisions or represent the vendor. Please state his or her capacity within the company.

·  The total number of years the vendor has been in business and, if applicable, the number of years under the present business name.

·  The number of years that the vendor has been providing analytics technology, including the date that the specific analytics products cited in the response to this RFP first became generally available, and the product’s lineage. That is, what prior major versions of the products have been available and what previous product generations or acquisitions contributed to the current flagship product’s capabilities.

·  How many customers are using the specific visual analytics suite cited in the response in terms of: 1) number of licenses sold; and 2) number of unique companies using the suite in production.

4.6.2 Financial Information

The vendor shall provide a complete set of audited financial statements for the past three years. All financial statements should be prepared to generally accepted accounting principles.

4.6.3 References

The Supplier shall provide details of three customers for reference, preferably in the same sector (financial services) and country (UK). References should be for customers with requirements similar to those of EBRD. References should include information about the contract (specific products in use, date of contract execution, "go live" date and any services provided), as well as contact information for the client's project manager or other senior staff members familiar with the project.

4.6.4 Submission of Additional Information

All of the required additional information should be supplied on the USB or CD containing the Supplier’s Technical Proposal.

5.0 EVALUATION METHODOLOGY

Element of the Evaluation / Maximum weighted Score available
Core requirements / 80
Implementation / 10
Product Support / 10
Totals / 100

5.1 Technical Evaluation

Suppliers’ Technical Proposals will be evaluated and scored by a nominated Tender Evaluation Panel (TEP) of Bank staff selected from operational departments who are directly involved with the services to be provided.

A minimum technical threshold applies to this procurement process. A Supplier will be deemed to have passed this threshold on meeting all of the following three conditions:

·  meets all of the minimum requirements;

·  the mean of the combined TEP scores reaches or exceeds the minimum technical threshold of 70 points (weighted score).

Only those Suppliers who’s Technical Proposals pass the technical threshold will have

their Financial Proposals opened and evaluated.

5.2  Financial Evaluation

Following the review of the Technical Proposals and Presentations, the Quotation Files of those Suppliers who have passed the minimum technical threshold will be opened. The Bank will calculate a total bid price for each Supplier based on the costing provided.

5.3  Financial Errors

Mathematical errors detected by the Bank in the submitted Quotation Files will be corrected in the following manner:

·  if there are errors in the mathematical extension of unit price items, the unit prices prevail and the mathematical extension is adjusted accordingly; and

·  if there are errors in the additional of lump sum prices or unit price extensions, the bid is not rejected but the total is corrected and the correct amount reflected in the total bid price.

5.4 Preferred Supplier

The Supplier proposing the lowest Total Bid Price will be nominated as the preferred supplier (the “Preferred Supplier”).

5.5 Checking of References

The Bank may contact the three references provided by the Preferred Supplier. The Bank reserves the right to speak to any company which has dealt with the Preferred Supplier, whether provided as a reference or not, without prior notification to the Supplier.

In the event that the Preferred Supplier’s references prove unsatisfactory, the Bank will consider the next highest scoring Supplier to be the Preferred Supplier and will repeat the procedure described above.

5.6 Negotiations

Upon satisfactory conclusion of the reference checking, the Bank will move to negotiate a contract with the Preferred Supplier. In the event that a satisfactory conclusion to the contract negotiations cannot be agreed the Bank may consider the next highest scoring Supplier to be the Preferred Supplier and will commence the procedure described above.

6.0 CONTRACT

6.1 Status of the EBRD

The EBRD is an international organisation established by international treaty. As such, the EBRD possesses a special status under public international law which has been confirmed under English law through statute (Statutory Instrument 1991, No. 757, The European Bank for Reconstruction and Development (Immunities and Privileges) Order 1991), available at:

http://www.legislation.gov.uk/uksi/1991/757/contents/made.

Please also refer to the aforementioned establishment treaty of the Bank ("articles of incorporation") which lays out the immunities as found in Chapter VIII. These can be found at:

http://www.ebrd.com/pages/research/publications/institutional/basicdocs.shtml

The special status of the EBRD requires it to seek specific provisions relating to such status in all contracts with external suppliers and service providers. EBRD is unable to agree to terms that expressly contradict its special status and internal policies as an international organisation.

6.2 Contract Negotiation

Subject to the Bank’s status, see section 6.1, the Preferred Supplier’s standard terms for delivery of these services shall form the basis of any contract that may ensue. EBRD reserves the right to subject each proposal to final negotiations.