City of Seattle
REQUEST FOR PROPOSALS
REQUEST FOR QUALIFICATIONS
Consultant Contracting
Windows 7 – Office 2010 – Internet Explorer 9 (WOI)
Software Training Support
Procurement Schedule
Table 1: Procurement Schedule
Est Due Date / Activity10/26/2012 / Publish RFP
11/9/2012 / Pre-Proposal Conference
11/26/2012, no later than 5:00 PM / Proposals Due
12/14/2012 / Review Responses and Select Top Three Finalists
12/21/2012 / Invite Top Three Written Proposal Finalists in for an interview and Overview Demo presentation
1/11/2013 – 1/18/2013 / Interview and Overview Demo Presentations
1/25/2013 / Announce Apparent Successful Proposer
2/1/2013 / Negotiate contract
2/8/2013 / Successful Proposer Start Services
The City of Seattle (The City) reserves the right to modify this schedule at the City’s discretion.
Notification of changes will be posted on the City website or as otherwise stated.
Procurement Contact
Training Project Manager: Sandra Wong, Strategic Training Advisor
Email:
Phone: 206.684.7608
Table 2: Delivery Address
Fed Ex & Hand Delivery - Physical Address / US Post Office - Mailing AddressCity of Seattle Personnel Department
700 5th Avenue, Suite 5500
Seattle, Washington, 98104 / City of Seattle Personnel Department
P.O. Box 34028
Seattle, Washington, 98124
Table of Contents
1. Purpose and Background 3
2. Scope of Work 3
3. Period of Performance 8
4. Solicitation Objectives 8
5. Minimum Qualifications 9
8. Contract Modifications 12
9. Instructions, Procedures and Requirements 12
10. Response Format 17
12. Selection Process 18
13. Award and Contract Execution. 19
1. Purpose and Background
1.1 Purpose: The purpose of this Request for Proposal is to enter into an agreement with a training consultant to develop and conduct training for the Windows7-Office2010-Internet Explorer9 (WOI) project for the City of Seattle employees.
1.2 Background: The City is planning to upgrade most of the City departments to Windows 7, Office 2010, and Internet Explorer 9, during a 9-month period starting May, 2013 through January, 2014. Any reference to MS Office training refers to only Word, Excel, and Outlook (most commonly used applications).
The City must upgrade the workstation operating systems from Windows XP to Windows 7 by April 8, 2014 when Microsoft discontinues support for XP.
2. Scope of Work
With the exception for Seattle City Light, the City will upgrade Windows XP to Windows 7, MS Office 2007 to MS Office 2010 and Internet Explorer 8 to Internet Explorer 9 for most City departments. Seattle City Light will upgrade from MS Office 2003 to MS Office 2010. Since there are differences among the departments for the deployment, the organization of this document is broken into two separate scopes of work: A. The City and B. Seattle City Light.
A. The City
Current Software and Version Level / Training Software and Version LevelWindows XP / Windows 7
Office 2007 / Office 2010
Internet Explorer 8 / Internet Explorer 9
Following is a listing of the key deliverables:
CREATE TRAINING MATERIALS:1. Windows 7 Quick Reference Card
2. MS Office 2010 Quick Reference Booklet
3. Internet Explorer 9 Quick Reference
4. Screen Recorded Video Tutorial of MS Office 2010 and Windows 7
Provide a reference list of key published “Screen Recorded Video Tutorial (SRVT)" for the Personnel Department (PER) website. And, provide any existing SRVTs videos developed by the vendor.
5. Training Class Hands-on Training Materials
DELIVER TRAINING CLASSES:
6. Demo Style overviews – MS Office 2007 to MS Office 2010 2.5 hours
7. Class Room Hands-on Training – MS Office 2007 to MS Office 2010 - 3.5 hours
A1: TRAINING MATERIALS: (The City)
A month before the delivery date as noted in section 3 under Period of Performance, the training consultant must submit training materials to the City of Seattle for review and approval before acceptance. All training material, visuals and audios created or customized to support the deliverables will be owned and made property of The City. Training material will include:
Quick References:
n All quick reference deliverables for MS Office that cover WORD, EXCEL, and OUTLOOK only.
n Quick reference material for Internet Explorer 9 (NOTE: IE9 does not require any training other than quick reference.
Demo Style Informal Recording:
n "Screen Recorded Video Tutorial (SRVT)", an unscripted video that can be played on any computer media player or played from a Web Site.
n Target Audience: All City employees.
Training Classes:
n Demo-style overview and hands-on training classes that include training objectives, outlines and exercises. More information is given in the following sections.
n Target Audiences: Intermediate, End and Super Users.
A2: TRAINING CLASSES: (The City)
A. Demo-Style breakdown:
Type of Offering / Quantity of students (estimated) / Class Hours / Number of Employees per Class / Number of Classes per Day / Number of Classes / Total DaysDemo-Style
Overviews
2.5 hours / 8,500 / 2.5 / 50 / 2 / 171 / 86
The trainer provides an overview of the training materials in Lecture-Demo-Style on a projector to employees in a large conference room and. The employees do not use a computer in these overviews.
n The City large conference rooms and service centers will be used as much as possible to accommodate this training.
n The Demo Style Overview covers the new features and "common" differences between Windows XP and Windows 7 AND MS Office 2007 to MS Office 2010 (WORD, EXCEL, and OUTLOOK). For MS Office 2010 (WORD, EXCEL, and OUTLOOK) the overview will begin with WORD, EXCEL, and then end with OUTLOOK and will highlight the differences that are similar in most used MS Office 2010 (WORD, EXCEL, and OUTLOOK) applications, the common new features, and new features in Windows, Word, Excel, and Outlook.
n Structure
o Demonstration-style
o Large conference rooms
o 2.5 hours
o Up to 50 people per class
o Up to 2 classes per day
n Objective Guidelines
o Windows 7
o MS Office 2010 Common Differences
§ WORD
§ EXCEL
§ OUTLOOK
n Target Audiences:
o End Users. All City employees. Experience will vary from basic end users to advanced power users.
o Intermediate Users: Employees that have at least one year of experience with the features of Windows XP and Office 2007 and want to learn the differences between Windows 7 and MS Office 2010 (WORD, EXCEL, OUTLOOK).
o Super Users: Executive Assistants, Accounting, Information Technology (IT), Project Managers, or anyone else who use the MS Office tool at an advanced skill level. Upon completion of the upgrade, Super Users will need to have, at minimum, an intermediate skill level in the operating system, Office tools, and Internet Explorer (IE) to create official and technical documents and develop budgets. Super Users will become the Subject Matter Expert (SME) for their department and or division/location.
B. Classroom Hands-on Training Breakdown: (The City)
Type of Offerings / Quantity of students (estimated) / Class Hours / Number of Employees per Class / Number of Classes per Day / Number of Classes / Total DaysClass Room
Hands On Training
3.5 hours / 4,000 / 3.5 / 15 / 2 / 268 / 134
Classroom Hands-on training is provided in a computer training room setting, limited to 15 participants per session. Consultant computer training room and/or mobile lab may be required.
n The City computer training rooms will be used as much as possible to accommodate this training.
n Hands-on training conducted to familiarize employees with the "common" differences between Windows XP and Windows 7 and MS Office 2007 and MS Office 2010 (WORD, EXCEL, and OUTLOOK). Employees practice using different features in the most used MS Office 2010 (WORD, EXCEL, and OUTLOOK) applications, the common new features, and new features in Windows, Word, Excel, and Outlook
n Structure
o Hands-on
o Computer classrooms
o 3.5 hours
o Up to 15 people per class
o Up to 2 classes per day
n Objective Guidelines
o Windows 7
o MS Office 2010 Common
§ WORD
§ EXCEL
§ OUTLOOK
n Target Audience:
o Super Users: Executive Assistants, Accounting, Information Technology (IT), Project Managers, or anyone else who use the MS Office tool at an advanced skill level. Upon completion of the upgrade, Super Users must have, at minimum, an intermediate skill level in the operating system, Office tools, and Internet Explorer (IE) to create official and technical documents and develop budgets. These Users will become the Subject Matter Expert (SME) for their department and or division/location.
These Super Users become the ‘go to’ people in their location. Super Users must have at least one year of experience with the features of Windows XP and MS Office 2007 and need to learn the differences between these applications and Windows 7 and MS Office 2010 (WORD, EXCEL, and OUTLOOK) to serve the ‘go to’ function.
B. Seattle City Light (SCL)
Current Software and Version Level / Training Software and Version LevelWindows XP / Windows 7
Office 2003 / Office 2010
Following is a listing of the key deliverables:
TRAINING MATERIALS:1. Windows 7 Quick Reference Card
2. MS Office 2010 Quick Reference Booklet
3. Screen Recorded Video Tutorial of MS Office 2010 and Windows 7
Provide a reference list of key published “Screen Recorded Video Tutorial (SRVT)" for the Personnel Department (PER) website. And, provide any existing SRVTs videos developed by the vendor.
4. Vendor Based Class Room Materials (7 hr)-MS Office 2003 to MS Office 2010
TRAINING CLASSES:
1. Demo Style overviews – MS Office 2003 to MS Office 2010 2.5 hours
2. Class Room Hands-on Training – MS Office 2003 to MS Office 2010 - 3.5 hours
3. Class Room Hands-on Training - MS Office 2003 to MS Office 2010 – 7 hours
B1. TRAINING MATERIALS: (SCL)
A month before the delivery date as noted in section 3 under Period of Performance, the training consultant must submit training materials to the City of Seattle for review and approval before acceptance. Training material, visuals and audios created or customized to support the deliverables will be owned and made property of The City. Training material will include:
Quick References:
n All quick reference deliverables for MS Office cover WORD, EXCEL, and OUTLOOK only.
n Quick reference material for Internet Explorer 9 (NOTE: IE9 does not require any training other than quick reference.
Demo Style Informal Recording:
n "Screen Recorded Video Tutorial (SRVT)", an unscripted video that can be played on any computer media player or played from a Web Site.
n Target Audience: All City employees.
B2. TRAINING CLASSES (SCL):
A. Classroom Hands On Training (SCL)
Type of Offerings / Quantity of students (estimated) / Class Hours / Number of Employees per Class / Number of Classes per Day / Total DaysSCL Demo-Style
Overviews
2.5 hours / 1,000 / 2.5 / 50 / 2 / 10
SCL Class Room Hands On Training
3.5 hours / 750 / 3.5 / 15 / 2 / 26
SCL Class Room Hands On Training
7 hours / 70 / 7 / 15 / 6 / 6
Classroom Hands-on training is provided in a training room setting, limited to 15 participants per session.
Consultant computer training room and/or mobile lab may be required.
SCL Skagit and Boundary facilities will require travel by the vendors for onsite classes.
C. Demo-Style (SCL):
The trainer provides an overview of the training materials in Lecture-Demo-Style on a projector to employees in a large conference room. The employees do not use a computer in these overviews.
n The City large conference rooms and service centers will be used as much as possible to accommodate this training.
n The Demo Style Overview covers the new features and "common" differences. For MS Office 2010 (WORD, EXCEL, and OUTLOOK) the overview will begin with WORD, EXCEL, and then end with OUTLOOK.
n Structure
o Demonstration-style
o Large conference rooms
o 2.5 hours
o Up to 50 people per class
o Up to 2 classes per day
n Objective Guidelines
o Windows 7
o MS Office 2010 Common Differences
§ WORD
§ EXCEL
§ OUTLOOK
n Target Audiences:
o End Users. All City employees. Experience will vary from basic end users to advanced power users.
o Intermediate Users: Employees that have at least one year of experience with the features of Windows XP and Office 2007 and want to learn the differences between Windows 7 and MS Office 2010 (WORD, EXCEL, OUTLOOK).
o Super Users: Executive Assistants, Accounting, Information Technology (IT), Project Managers, or anyone else who use the MS Office tool at an advanced skill level. Upon completion of the upgrade, Super Users will need to have, at minimum, an intermediate skill level in the operating system, Office tools, and Internet Explorer (IE) to create official and technical documents and develop budgets. Super Users will become the Subject Matter Expert (SME) for their department and or division/location.
D. Classroom Hands-On Training (SCL) 3.5 Hours:
n 3.5 hours
n The City computer training rooms will be used as much as possible to accommodate this training.
n Hands-on training conducted in computer training rooms to familiarize employees with the "common" differences between Windows XP and Windows 7 and MS Office 2003 and MS Office 2010 (WORD, EXCEL, and OUTLOOK). Employees practice using different features in the most used MS Office 2010 (WORD, EXCEL, and OUTLOOK) applications, the common new features, and new features in Windows, Word, Excel, and Outlook
n Structure
o Hands-on
o Computer classrooms
o 3.5 hours
o Up to 15 people per class
o Up to 2 classes per day
n Objective Guidelines
o Windows 7
o MS Office 2010 Common
§ WORD
§ EXCEL
§ OUTLOOK
n Target Audiences:
o End Users: This is an all-inclusive group that will contain employees from all groups and departments. Their usage will vary from basic end users to advanced power users.
E. Classroom Hands-On Training (SCL) 7 Hours:
n 7 hours
n The City computer training rooms will be used as much as possible to accommodate this training.
n This hands-on training is more advanced and detailed than the 3.5 hour class and is conducted in computer training rooms to provide an in-depth look at the "common" differences between Windows XP and Windows 7 and MS Office 2003 and MS Office 2010 (WORD, EXCEL, and OUTLOOK). Employees practice using different features in the most used MS Office 2010 (WORD, EXCEL, and OUTLOOK) applications, the common new features, and new features in Windows, Word, Excel, and Outlook