Purchasing Department 525 Buena Vista SE Bldg A, Room #128 Albuquerque, NM 87106 (505) 224-4546 Amendment /Addendum# 2 DATE: TO: FROM: Tuesday, May 20, 2008 All Offerors of Record Charlotte Gensler, Director for Purchasing SUBJECT: Amendment #2 to P-270 “Voice System Upgrade Replacement” This addendum becomes part of the Contract Documents. 1. Proposal opening date has been extended to Monday, June 9, 2008. 2. Q: Concerning alternate proposals and format; Qwest has two solutions that will fit your requirements. Does CNM require two full sets of documentation (some parts are the same information). Please advise... A: CNM recommends that anyone desiring to offer an alternate proposal submit that alternate separately. 3. Q: Proposal size "60 pages" does this include everything? or is this limited to the technical section A: The table of contents is not included in the page count. The Response form and evaluation criteria has been updated to reflect an additional evaluation criteria named: Proposed Solution Criteria which is worth a total of 100 possible points. The page limit for the Proposed Solution Criteria is 30 total pages. The other criteria listed: Business Criteria, Technical Requirements Criteria, Performance Requirements Criteria, Support & Service Requirements Criteria and the Economy and price will also have a 30 page limit and be worth a total of 100 possible points. See attached updated Response Format and Criteria pages of the RFP 4. Q: I would like to request a due date extension of three weeks to allow Qwest to provide a more detailed and comprehensive response. This request is based on two reasons; one the Pre-Proposal meeting and site Inspection is scheduled on May 8th, this only allow 5 business days for detailed engineering & pricing approvals. The other is to allow for the holiday weekend and being respectful of your time. A: The RFP has been extended to Monday, June 9, 2008 5.Q: Under Response Format (Page 16) the RFP refers to Proposed Solution and requests details that will be addressed in later responses in the RFP. The issue is the limit on the number of pages...how do we respond? A; See 3. Response 6. Q: On item 51 (page 20) - the question has to do with current maintenance on the legacy components. Is CNM going to continue to contract directly for support of this equipment until the migration is compete? P-270 Amendment/Addendum #2 1 A: Proposals should include a support plan that addresses Item 1.7, Page 10 & Item 51, and Page 20. CNM is open to innovative support solutions that address the objectives identified in Item 1.7, Page 10. A major objective of this RFP is to substantially improve CNM’s current support model. 7. Q: Is it possible to get a copy of the RFP in WORD format? A: CNM does not release RFP’s at this time in word format 8. Q: Exhibit F: Describes support staff and user classifications. According to this chart, CNM currently has 12 special needs users with specific ADA requirements. • Is the proposed solution required to meet or exceed Titles II, III, and IV of the Americans with Disabilities Act of 1990, Sections 251 and 255 of the Telecommunications Act of 1996, and Section 508 of the Workforce Investment Act of 1998 for a TDM, IP, and/or hybrid solution? • If so, are vendors required to list any additional components and/or servers required to meet or exceed these Acts? • Are vendors required to submit the pricing for any components and/or servers required to meet or exceed these Acts? A: CNM is unfamiliar with the full implications of ADA in regards to the Telecommunications and Workforce Investment Acts. It is CNM’s practice to provide reasonable accommodations as determined by CNM’s office of Special Services. CNM is interested in identifying through this RFP options and capabilities that are available to meet ADA requirements. 9. The following statements within your RFP-270 have lead us to believe you have pre-selected Avaya as your Voice System technology provider. A: General Statement to Vendors: CNM recognizes that it is unlikely that any proposed solution will meet 100% of the evaluation criteria. CNM does not have a preferred solution. The purpose of an RFP is to bring forward all possible solutions so that CNM may identify the solution that best meets CNM’s requirements. Vendors are encouraged to submit proposals that describe how their solutions address CNM’s requirements. 9. Q: Page 16, Business Criteria, Item 4: “…major account references of similar size and scope.” A; Reference installations that your company has completed for organizations that are similar in size and scope to CNM. 10. Q: Page 17, Business Criteria, Item 5: “Minimum 10% market share in Voice Systems categories… CNM will only consider a VCS platform from a vendor with at least 10% market share in Voice Systems. Describe how your proposed solution meets this criterion.” With your existing relationship with Avaya, coupled with this mandate, it is reasonable to presume you prefer to keep with Avaya’s solution. A: From Section D, Page 8, Scope of Services: “CNM is soliciting proposals for Voice Communications Solution to upgrade or replace the college’s existing telephone system.” CNM does not have a vendor or manufacturer preference. Market share is used as evaluation criteria to help determine how well established a company is and if the company has the resources to support CNM for the lifespan of the proposed system. 11: Q: Page 17, Business Criteria, Item 6: “Proven solution, installed and working in over 100 similar environments.” We understand the importance of references and speaking with other folks similar to you. However, requiring 100 similar environments rather than 10, 20, or other number further leads us to believe your preference is Avaya. A: From Section D, Page 8, Scope of Services: “CNM is soliciting proposals for Voice Communications Solution to upgrade or replace the college’s existing telephone system.” CNM does not have a vendor or manufacturer preference. A large install base of similar environments is used as evaluation criteria to help determine if a company’s solution has been widely adopted. Wide adoption is a strong indicator of the ability of a given solution to successfully meet the requirements of similar organizations, ensures a broad support base for peering and training, and demonstrates the company’s capacity to provide support. 12. Q: .Page 17, Technical Requirements Criteria, Item 7: “. CNM requires that all proposed solutions be based on a single manufacturer’s product line…” This mandate excludes any manufacturers who leverage industry P-270 Amendment/Addendum #2 2 standard equipment and phones to mitigate the cost of ownership, as well as maximize the power of the industry. Hence, it seems as though CNM is interested in proprietary systems, like Avaya or Cisco. A: CNM seeks a solution that to the extent possible reduces the number of manufacturers and support providers required to maintain the solution. 13. Q: .Page 18, Technical Requirements Criteria, Item 25: “…please describe how the proposed solution will seamlessly coexist with all existing analog and digital services and equipment that remain in production including a demonstration of administration of legacy components from a single administrative interface as defined in Section 1.8.” Within the CNM environment, Avaya is the only product in which administrators can manage both legacy and new products. A: This question is in reference to Page 18, Technical Requirements Criteria, Item 24: A hybrid solution is only one possible outcome of this RFP. In the event a hybrid solution is proposed CNM offers the vendor an opportunity to demonstrate the administration of their solution so that CNM may determine the functionality and ease of use of the interface. As stated on Page 10, Item 1.8, a consolidated administrative interface is desired and not mandatory. 14. Q: Page 18, Technical Requirements Criteria, Item 26: “Identify and describe all legacy components that may consist of equipment, software and services that are not fully compliant, supportable or serviceable as part of the proposed solution and address how the proposed solution will provide for the functionality of components that are identified.” Any system other than Avaya will essentially require the replacement of all proprietary components and software, regardless of their existing manufacture supportable status. A: CNM seeks to understand the extent of a proposed hybrid solution and how functionality provided by legacy components will be provided in the proposed solution. 15. Q: Page 18, Technical Requirements Criteria, Item 27: “Identify and describe all legacy components that may consists of equipment, software and services that are fully compliant with the upgraded components and address how the proposed solution will incorporate the identified components.” Same concern as noted in 7 above. A: CNM seeks to understand the extent of a proposed hybrid solution and how functionality provided by legacy components will be provided in the proposed solution. 16. Q: Could CNM provide the project plan (schedule) for cable update throughout the campus? A: CNM is currently in the process of recabling 3 major buildings that include Smith Brasher, Ken Chappy & Ted Chavez. Completion of all three buildings is anticipated in spring 2009. Exhibit D on Page 36 indicates proposed priorities for upcoming cable plant upgrades. It is CNM’s goal to upgrade two to three buildings each year. 17. Q: Would CNM accept a phased approach to accommodate to the cable update project? If so, do you have any preference in the order in which the buildings should be upgraded to IP Telephony? A: CNM recognizes that due to cable plant conditions that a phased approach is a possible outcome and is open to such an approach as referenced on Item 1.2, Page 9; Item 1.6, Page 10 & Item 20, Page 18. A phased approach should coincide with building cable plant upgrades. 18. Q: CNM mentions in the RFP that this initiative would take many years to implement, could you mention what timeframe would be acceptable for the completion of the project? A: Based on cable plant conditions and the expectation that CNM will be able to upgrade three buildings per year CNM will require six years to complete its current recable initiative. At that time it will be possible to fully implement a pedigree VOIP solution. 19. Q: Could you verify that all the areas where there is a Call Center Agent have at least Category 5 Cables? A: CNM will provision Call Center Agent locations with cabling that will meet or exceed category 5 specifications as necessary in order to support Call Center functionality. 20. Q: CNM mentions that there is an existing initiative for Speech Access Recognition. Has CNM already purchased the equipment for this project? If so, please provide the vendor and software model. P-270 Amendment/Addendum #2 3 A: At this time CNM is only evaluating possible applications for Speech Recognition and has not purchased equipment for Speech Access Recognition. As indicated in Item 1.19, Page 11, CNM considers this a desired option of this request for proposal. 21. Q: Would CNM consider a phased approach where the VoIP System would integrate to the existing PBXs? If so, could you please verify that the existing PBXs have available PRI ports to connect to the VoIP System? Are all the PBXs enabled for PRI? Could you verify if Q.SIG is enabled on the PBXs? A: Item 1.6, Page 10, identifies CNM’s requirements for a phased approach to implementation. CNM will consider options that achieve the functionality and meet the requirements of this RFP. Proposals shall indicate any requirements necessary on the part of CNM’s existing systems to achieve the required functionality. Q.SIG is not supported by the current PBX software. 22. Q: Please clarify the PSTN connection for Small Business Development Center. Are there any available backup POTS lines for this site? A: CNM’s Small Business Development Center connects via a point to point T-1. The T-1 is split using a Paradyne Acculink 3160 for both voice and data. 12 channels are currently dedicated to voice. We are not using POTS lines for this site. 23. Q: Voice Sustainability Design. About the 30 Digital Multi line sets that are department receptionist phones located on the South Part of Main Campus. These phones are run directly back to the North Side phone switch located in A-106, are these runs Cat 5? A: No. These runs exceed the distance limitations of Cat. 5. The 30 Digital Multi line sets run on campus tie lines. 24. Q: What percentage of the analog phones (Total of 1050) are you considering replacing with IP Phones? A: CNM will determine the number of analog phones that are to be replaced based on the capabilities of the proposed solution, overall cost, and limitations imposed by existing cable plant conditions at the time of the upgrade. 25. Q: What percentage of the analog phones (Total of 1050) have a Cat 5 connection that could be used to replace the analog phone with an IP Phone? A: With the exception of CNM’s newest building, Westside Campus Phase II, CNM’s existing analog and digital phones do not have Cat. 5 connections. The chart in Exhibit D, Page 37, “Inside Cable Plant Condition & recable Priority” Identifies the percentage of Cat. 5 cabling that is currently installed within each building. 26. Q: Please indicate how the number of users specified in Exhibit “F” relates to the number of Devices specified in Exhibit “A” A: NOTE: The chart on Page 31 listing various phone types in use contains an error under Phone Type, I Pair Digital. Where the chart states 8416D+ should state 6416D+. 1 3 4 4 25 50 2 100 250 3000 12 Central Office Technician – 6408D+ Telecommunications Technician – 6408D+ Switchboard Operator – Attendant Console 302C Security/Dispatch Operator – 6416D+ Departmental Phone Coordinator – 6400 Series Receptionist – 6400 Series Call Center Supervisor – 6416D+ Call Center Agent – 6416D+ Advanced Features User – 6400 Series typical General User – 2500 Analog Special Needs User – Determined by need. 7400 & 8400 series phones are in the process of being phased out and will be replace as indicated above. 27. Q: Could you please explain more in detail your existing and desired CDR Capabilities? A: Refer to Item 1.17, Page 11 P-270 Amendment/Addendum #2 4 Must be compliant with E-911 requirements. Existing: CNM currently utilizes two Call Detail Reporting systems: • Micro Tel / Micro Call Tele-Management Software - Provides company directory, long distance reporting, extension detail reporting, custom reports associated with individual extensions. • Avaya Centre VU CMS - Provides reporting on CNM’s ACD environment such as Agent attendance, Agent Aux, group summary, Split / Skill Reports, System reports ,VDN Reports and Vector Reports Desired: Real-time reporting and logging of critical capacities such as trunk utilization, available message storage as well as other events and functions considered critical to the operation of the proposed system. 28. Q: Questions for Call Center: a. A: AAS is used to connect CNM’s IVR (phone based student information system). b. A: Can you explain how are you using the Agent Call Handling Preference feature? Agent Call Handling Preferences are based on Skill Level. d. A: Are you currently using a different inter-digit timeout per agent? CNM is unfamiliar with inter-digit timeout. c. A: Can you explain how are you using the Auto Available Split (AAS) feature? Can you explain how are you using the Auto-Answer/Manual-Answer by Logical Agent ID Feature? CNM uses station agent answer and queuing incoming calls. e. Can you explain how are you using Call Work Codes (CWC) and how many do you have? A: CNM is not using this feature at this time however CNM foresees the possible need for the functionality that this feature provides in the future. f. A: Can you explain how are you using the Expert Agent Selection (EAS) feature? EAS is administered for Agents with unique skill sets and different divisions. g. Can you explain how are you using the Least Occupied Agent (LOA)? A: This option is available within our switch but we elected to use MIA (Most Idle Agent) due to agents logging in at various times and locations. LOA is a function that CNM foresees the possible need for the future. h. Can you explain how are you using Multiple Call Handling on Request? A: CNM is not using this feature at this time however CNM foresees the possible need for the functionality that this feature provides in the future. i. Can you explain how are you using Forced Multiple Call Handling? A: CNM is not using this feature at this time however CNM foresees the possible need for the functionality that this feature provides in the future. j. A: Can you explain how are you using remote logout of agents? Remote logout of agents allows users to log out an agent using a feature access code. k. Are you using reason codes for login, logout, and ACW? If so, can you provide the list of these codes? A: CNM is not using this feature at this time however CNM foresees the possible need for the functionality that this feature provides in the future. l. Can you explain how are you using ASA routing? P-270 Amendment/Addendum #2 5 A: This option is not currently in use. m. Can you explain other features that you consider critical for the operation of your call center? A: See Attached Document: Call Center Package Features.pdf CNM has verified that all items that are check marked on the attached list are in use. There may be other items that are in use as well that CNM is not aware of. n. Can you specify the following for each one of your sites (Westside Campus, Workforce Training Center, South Valley Campus, JMMC Campus, SBDC Yale and Main Campus): 1. Number of Digital Headset (specific to each site) A: WSC 42 ea WTC 26 ea SVC 20 ea JMMC 48ea SBDC 8 ea Avaya Partner 18D System sets MAIN 468 ea 2. Number of Analog Headsets WSC 174 ea WTC 50 ea SVC 76 ea JMMC 277 ea SBDC 1 MAIN 1115 ea 3. Number of Receptionists Each Division within CNM has a main number that they consider a receptionist. Approx 50 4. Number of Conference Phones CNM has about twenty conference rooms with permanently installed conference phones. Other conference phones are requested and installed as needed. A total of approximately 40 Polycom Soundstations serve this function. 29. Please provide current ACD & Contact Center functionality that has to be supported under the new voice solution. See Attached Document: Call Center Package Features.pdf CNM has verified that all items that are check marked on the attached list are in use. There may be other items that are in use as well that CNM is not aware of. 30. A: Q: Network Access Control (NAC), is this existing or a future implementation? Network Access Control is not in use at this time but could be a future consideration. Q: Item 1.12: How many PSTN trunks will be provisioned for the West Side to support the enterprise survivable solution? A: Item 1.12, Page 11, states: “The intent of the survivability solution is to provide basic and essential voice services in the event of a disaster or equipment failure at the primary location.” CNM is looking to the vendor community to propose solutions that will provide basic and essential voice services. At a minimum CNM considers basic and essential voice services to include the capability to place and receive inbound, outbound and internal calls, E-911 capabilities, Operator Services, a message board to post critical information, and the capability to administer these functions. Proposals should define any recommended or required provisioning in order for the proposed solution to be fully functional. CNM recognizes that a survivability solution may be limited in terms of capacity by budgetary constraints. 31. 32. Q: Is it possible to provision a single PSTN T-1 into Ken Chappy for more trunk redundancy? A: CNM is open to proposed recommendations and options to improve system capability. Proposals should include any provisioning requirements for such improvements. P-270 Amendment/Addendum #2 6 33. Q: Under Response Format (Page 16) the RFP refers to Proposed Solution and requests details that will be addressed in later responses in the RFP. The issue is the limit on the number of pages...how do we respond? A: See response 3. 34. Q: On item 51 (page 20) - the question has to do with current maintenance on the legacy components. Is CNM going to continue to contract directly for support of this equipment until the migration is compete? A: Proposals should include a support plan that addresses Item 1.7, Page 10 & Item 51, Page 20. CNM is open to innovative support solutions that address the objectives identified in Item 1.7, Page 10. A major objective of this RFP is to substantially improve CNM’s current support model. 35. Q: A: All Avaya equipment on site is owned by CNM. 36. Q: Does CNM own all the Avaya equipment on site and/or is any of the equipment on a lease? Estimated dollar value of Avaya equipment installed within CNM and any subordinate locations? A: CNM owns over $1.5 million in Avaya equipment based on original purchase costs at all locations. 37.Q: How many call center agents are currently licensed for the Definity G3r? A: CNM currently has 100 user licenses to be logged in simultaneously. CNM has 186 programmed unique individual agents at which 100 can be logged in at one time. 38.Q: We have not been able to access the information located at http://thisiswhereweputit.cnm.edu (the server does not seem to be operational). Please advise how we can access the information. A: See the attached documents: DEFINITY® Release 8.2 System Description.pdf; DEFINITY® Release 8.2 System Overview.pdf; cms6rpt2.pdf 38.Q: The RFP indicates the number and type of analog and digital ports in your current voice environment. However, detailed information about the circuit packs was not found. Please provide complete name (including suffixes A, B, C, etc., if any) as well as vintage information. For example, the RFP shows TN746 analog circuit packs at the Joseph M. Montoya Campus, but does not indicate whether they are TN746 or TN746B circuit packs. Also, there is no indication whether they are vintage 1, vintage 2, vintage 3, etc. A: See attached document: Circuit Packs by Type.xls 39.Q: In addition to the analog and digital station circuit packs, please provide a complete list of all other circuit packs in the Definity G3r and Definity G3si, such as trunk interfaces, tone detectors, etc. Please identify the cabinet in which they are located. A: See attached document: Circuit Packs by Cabinet and Location.xls 40. Q: Page 32 says, “CNM has 5 ISDN-PRI lines from Quest for a total of 140 incoming and outgoing lines.” Five ISDN-PRI lines would normally contain 115 - 119 trunk channels. Are there additional trunks or is 140 a typographical error? If there are additional trunks, what type are they? A: 140 is an error. 117 trunk channels is the correct number. 41. Q: Page 1 of Exhibit A.1 indicates 592 analog ports at Ken Chappy Hall. The circuit packs shown add up to 584 ports. Please clarify. A: This is a discrepancy resulting from the dynamic nature of CNM’s phone system and the dates that the data used to produce the different documents was obtained. The higher of the two numbers is correct. P-270 Amendment/Addendum #2 7 42.Q: 0The RFP indicates 9,000 voicemail accounts. Of that total, how many accounts are actively in use? A: CNM has approximately 3000active voicemail accounts limited to a total of 60 hours recording time. 43.Q: Does CNM have power failure transfer panels for the emergency trunks? If so, how many trunks are supported and where are the panels located? A: No. CNM does not have power failure provisioning for emergency trunks. 44.Q: A: Do any locations have a paging system? If so, please describe (vendor, size, location, etc.). No. CNM does not have PBX based paging at this time. 45.Q: Are UPS (uninterruptible power supplies) part of the scope of work? If so, please provide requirements and locations. A: Proposals should include electrical power and UPS requirements for all components. CNM will provision its existing UPS capacity to support non-proprietary UPS requirements. Proprietary UPS requirements would be considered part of the scope. 46.Q: Does CNM currently have an active maintenance agreement in place with Avaya? If so, what type (component-based, utility, etc.)? A: 47. CNM’s Avaya equipment is covered under Avaya’s Maintenance Assist program. Q: Reference: Section A (#6 Changes/Alterations After Award) INX requests all changes or alternations after award be made if agreed to in writing by both parties. A: Purchasing will accepts changes agreed to by both partie 48 Q: References: Section A (#10 Warranty), Section B (#6 Vendor Guarantee), Section B (#33 Workmanship/Cooperation), Section C (#2 Warranties), INX offers the following warranties: INX is a reseller and as such does not warrant materials or equipment provided by third-party original equipment manufacturers (OEM). All OEM warranties, certifications and guarantees are passed through directly to the Customer. INX serves as a single point of contact between third party OEMs and customers to enforce such passed through warranties. Services performed by INX will be performed in a good and workmanlike manner and will meet or exceed industry standards. A: CNM would need to review each warranty offered by the vendor directly or through a third party. Vendors may offer a third party warranties and CNM may or may not accept those warranties subject CNM review. 49. Q: Reference: Section B (#4 Confidentiality) INX requests a reciprocal provision regarding confidentiality to include exceptions to confidential information as well as a remedy in the event of the disclosure of confidential information. A: cnm REQUIRES CNM confidential information to remain confidential. CNM would need to know and review to what extent and under what circumstances the vendor would have concern regarding the vendors information. This is a public procurement and most information submitted is considered a public record. 50. Q: Reference: Section B (#5 Contract for Services) INX requests to see the terms and conditions that will be listed on any and all purchase orders. Also, please clarify why INX should take exceptions to the terms in the RFP if the terms of the PO prevail in the event of a contractual dispute? Will INX have the opportunity to negotiate the terms listed on the PO? A: Terms and conditions are contained in the RFP. Vendors are allowed the opportunity to discuss and request other terms and conditions during negotiations. This does not guarantee acceptance by CNM. P-270 Amendment/Addendum #2 8 51. Q: A: 52. Reference: Section B (#22 Ownership of Material) Response: Nothing in the foregoing Section B, #22 shall in any way divest or limit INX from its intellectual property, including but not limited to patents, trademarks, patents in progress, or trademarks in progress. The information given by vendor is too vague for CNM to accept. Q: Reference: Section B (#23 Packaging) Response: Any Products purchased hereunder will be subject to the terms and conditions of the CLIENT Return Material Authorization Policy (attached). Unless otherwise agreed to in writing between the Parties, this Agreement shall apply to all purchase orders that CLIENT may submit to INX for Products during the term of this Agreement, including those purchase orders with preprinted terms and conditions on the back. A: 53. CNM cannot respond based upon the information given. Q: A: Reference: Section C (#1 Inspection and Audit) Response: INX requests a period of six (6) months from the date of transaction in question for Customer to audit said records. Such audits will be conducted at INX’ headquarters during normal business hours. INX requires a thirty (30) day written notice to review and/or retrieve documents. This is not acceptable. CNM is subject to internal and external audits at CNM’s location. 54. Q: Reference: Section C (#3 Acceptance and Rejection) Response: With regard to Products purchased, CNM shall pay INX for Products within thirty (30) days of shipment of Products to CNM. Products are deemed automatically accepted on date of delivery. As stated previously, any Products purchased hereunder will be subject to the terms and conditions of the CNM Return Material Authorization Policy (attached). Unless otherwise agreed to in writing between the Parties, this Agreement shall apply to all purchase orders that CNM may submit to INX for Products during the term of this Agreement, including those purchase orders with preprinted terms and conditions on the back. A: CNM shall only pay for products it receives and accepts. Products and services are often subject to testing period prior to acceptance. 55. Q: With respect to Services rendered in the provision, CNM will not be entitled to revoke acceptance once it has been granted, but will agree to the other terms stated therein. A: Purchasing: Not acceptable to CNM 56. Q: Reference: Section C (#4 Assignment) Response: INX requests this provision be made reciprocal, so long as written permission is obtained by either party, which will not be unreasonably withheld. A: CNM would be reasonable in its review and decision to accept any assignment by an offeror. 57. Q: Response: Reference: Section C (#6 Termination and Delays) INX requests that in the event INX is unable to perform its obligations under the terms and conditions set forth, and after such 30-day cure period has lapsed, INX will be responsible for the payment of additional costs and expenses incurred by CNM to fulfill INX’ original obligations under this Agreement, provided such expenses are reasonable and within the specific scope of INX’s original obligations INX requests a ninety (90) day notice for termination for convenience for either party. A 58. CNM will not accept termination for convenience. Q: Reference: Section C (#8 Indemnification) Response: INX requests the language regarding indemnification read as follows: Seller assumes the responsibility and liability for only those losses, expenses, damages, demands and claims directly arising out of any personal injury (including death) and/or damage or destruction to property sustained solely out of the performance of the work by Seller, its agents, employees, subcontractors or consultants, except to the extent of liability arising out of the negligent performance of the work by or willful misconduct of CNM. EACH PARTY P-270 Amendment/Addendum #2 9 (“INDEMNIFYING PARTY”) SHALL DEFEND AND INDEMNIFY THE OTHER PARTY (“INDEMNIFIED PARTY”) AGAINST ANY LIABILITY, DAMAGE, OR EXPENSE WHICH THE INDEMNIFIED PARTY MAY SUSTAIN, INCUR, OR BE REQUIRED TO PAY, ARISING OUT OF OR IN CONNECTION WITH CLAIMS FOR PERSONAL BODILY INJURY OR WRONGFUL DEATH OR DAMAGE TO REAL OR TANGIBLE PERSONAL PROPERTY RESULTING FROM ANY NEGLIGENT ACT, OMISSION OR BREACH OF THIS AGREEMENT BY THE INDEMNIFYING PARTY ACTING WITHIN THE SCOPE OF HIS/HER EMPLOYMENT IN THE PERFORMANCE OF SERVICES, COVENANTS OR CONDITIONS CONTAINED IN THIS AGREEMENT. A: CNM cannot indemnify other parties. 58. Q: Reference: Additional Terms and Conditions not referenced in the RFP. Response: INX Inc. reserves the right to review and negotiate any and all terms and conditions that may be incorporated into a contract between the parties as a result of this RFP, including, but not limited to, the limitation of liability, non-solicitation, and data reconstruction. A: CNM will often have additional terms and conditions based upon the offer received. This may be within the purchase order or through attached mutually agreeable terms and conditions by both parties. 59.Q: A: Can you provide a list of the attendees at the Mandatory Pre-proposal meeting on May, 8, 2008. See attached list of attendees. P-270 Amendment/Addendum #2 10 Proposal Format: An evaluation committee shall evaluate proposals based on the weighted criteria listed below. Final rankings will be based upon an average tabulation of all individual committee member rankings. Interviews may be conducted with the top Respondent(s). Information and/or factors gathered during interviews, negotiations, and any reference checks, in addition to the evaluation criteria rankings, shall be utilized in the final award decisions. References may or may not be reviewed at the discretion of CNM. CNM reserves the right to contact references other than, and/or in addition to, those furnished by a Respondent. Proposal submittals shall completely address each of the following evaluation criteria in the order presented, elaborating on all responses where possible, single-sided, 8 ½ x 11 pages (excluding exhibits, samples, or other attachments) in a font no smaller than 12 points. Number each Page ___ of (total pages), and include your firm’s name. Total number of pages must not exceed 60 pages. Note: Any cost incurred by the Respondent in preparation, transmittal, or presentation of any proposal or material submitted in response to the RFP shall be borne solely by the Respondent. One original and 6 copies of the proposal shall be prepared and submitted in such form as set forth in this RFP inside a 3-ring binder or bound binder. Respondents are expected to examine the proposed work and the provisions of this RFP prior to submitting a proposal. The contents of this RFP and the proposal will be incorporated into the contract to be entered into between CNM and the successful contractor. Emphasis should be on completeness, clarity and on a straightforward description of how the respondent will accomplish the tasks in the RFP. To expedite and simplify proposal evaluation and to ensure that each proposal receives the same orderly review, all proposals shall adhere to the format described in this section. Proposals shall contain all the elements of the information. Each respondent must submit a proposal in accordance with the specifications. Respondents may suggest variations on the specifications as an additional component of their proposals however; Respondents are responsible for clearly identifying suggested variation and supporting documentation. Proposal format using the following content sections are required, labeled and in order as listed, although any appropriate additional sections (directly related to the proposal) may be included as well. Response Format • Table of Contents (with page numbers) Note: not included in page limit • • • • • Proposed Solution Criteria page limit not to exceed 30 pages Points (100) o Complete parts list (All required hardware & software components) o Detailed environmental requirements – cooling, foot-print and power include type and number of receptacles (for example: L-5 30amp) o Provide a topology of proposed solution. Include how the proposed solution will interface with the existing CNM network and how all Voice System components interface with each other – Visio diagrams are preferred. o Provide CNM with required or recommended network configurations to support your solution. Include the type and number of network ports required, VLANS, redundancy/fault tolerance, and type of traffic generated by your solution. o Provide CNM with minimum required recommended local and wide area bandwidth for your solution. o Include any additional comments that are deemed appropriate o Proposed timeline/roadmap for the implementation o Delivery requirements Page limit not to exceed 30 pages 1.0 Business Criteria 2.0 Technical Requirements Criteria 3.0 Performance Requirements Criteria 4.0 Support & Service Requirements Criteria (Submit separately in sealed envelope) • 6.0 Economy and price. Total Evaluation Criteria Points P-270 Amendment/Addendum #2 Points Points Points Points (15) (35) (20) (15) Points (15) Points 200 11 Proposed Solution Criteria- Points (100) Provide a narrative of your firms turn-key solution that will contain all the work or project requirements necessary to accomplish serve the initial needs for CNM and provide for future growth described in this rfp. Include in detail the bulleted points below in your narrative. o Complete parts list (All required hardware & software components) o Detailed environmental requirements – cooling, foot-print and power include type and number of receptacles (for example: L-5 30amp) o Provide a topology of proposed solution. Include how the proposed solution will interface with the existing CNM network and how all Voice System components interface with each other – Visio diagrams are preferred. o Provide CNM with required or recommended network configurations to support your solution. Include the type and number of network ports required, VLANS, redundancy/fault tolerance, and type of traffic generated by your solution. o Provide CNM with minimum required recommended local and wide area bandwidth for your solution. o Include any additional comments that are deemed appropriate o Proposed timeline/roadmap for the implementation o Delivery requirements Business Criteria - Points (15) 1. Provide a brief narrative describing the history of your firm. Identify the number of employees in your firm, the organizational structure, the location of staff, the ownership and if the company has ever filed bankruptcy, been in loan default, or if there are any pending liens, claims or lawsuits against the firm. Is your company currently or in the past done business under any other name? 2. Has your firm had a contract terminated for default in the last five years? Termination for default is defined as notice to stop performance due to the Respondents’ non-performance or poor performance or if the issue of performance was either (a) not litigated due to inaction on the part of the Proposer, or (b) litigated and such litigation determined that the Proposer was in default. Submit full details of their terms for default including the other parties’ name, address, and telephone number. Present the Respondent’s position on the matter. 3. State experience that indicates the qualifications of the Respondent to provide the goods and the services as requested in this RFP. 4. Major account references - The Voice Communications System is a high-profile technology project for CNM, and a successful implementation is critical. Therefore, the VCS platform must have major account references of similar size and scope. Provide references for similar work performed. Be sure to include any references for higher education clients. 5. Minimum 10% market share in Voice Systems categories - The VCS is a critical component of CNM’s enterprise infrastructure and must interoperate well with many other software and hardware products. Therefore, CNM will only consider a VCS platform from a vendor with at least 10% market share in Voice Systems. Describe how your proposed solution meets this criterion. 6. Proven solution, installed and working in over 100 similar environments - CNM requires that the technology used in the VCS be proven and installed in over 100 environments with similar size and scope to ensure reliability and supportability of the VCS. Describe how your proposed solution meets this requirement. Technical Requirements Criteria – Points (40) 7. System Integration - Please describe how the proposed solution addresses the integration of all major Voice System components and related supporting components. CNM requires that all proposed solutions be based on a single manufacturer’s product line in order to ensure product compatibility and to minimize ongoing support costs. Therefore proposals comprised of major components of multiple manufacturer’s are considered unacceptable. 8. Network Integration - Please describe how the proposed solution addresses the integration of the proposed solution with CNM’s existing network infrastructure. All deficiencies and changes that may be required or recommended in existing network environment including but not limited to network hardware and software P-270 Amendment/Addendum #2 12 components, network and network related equipment configurations, software, cabling, Power Over Ethernet (POE) and other related items shall be clearly identified. 9. Facilities Integration - Please describe how the proposed solution addresses the integration of the proposed solution with CNM’s existing building facilities infrastructure. All deficiencies and changes that may be required or recommended in existing facilities infrastructure including but not limited to spatial constraints, electrical power, environmental factors such as cooling and humidity and structural concerns shall be clearly identified. 10. Included Components - The proposed solution must include all components including but not limited to hardware, software, services and support that is necessary to provide all of the proposed functionality. Please identify and describe in detail all items that are included in the proposed solution as well as those items that are optional. 11. Infrastructure - Identify and describe the minimum hardware requirements in addition to recommended hardware for optimum system performance. The respondent shall also comment on operating systems with which the proposed solution will function. 12. Software Upgrades and Maintenance - Describe the process for performing software or system upgrades and maintenance in addition to the average number of upgrades performed in a year. Explain system availability during upgrades. 13. Technology Innovation - Describe your ability to respond to innovation in new technology in the industry. What is your ability to adopt any new or open standards embraced by the industry and what average time frame is typically required for this? 14. Limitations - Identify the limitations of the proposed solution as well as how and to what extent the system and services are scaleable and the associated cost of expansion. 15. Flexibility - CNM requires flexibility to rapidly and economically adapt our dynamic instructional environment. Describe how your proposed solution meets this requirement. 16. Legacy Equipment and Hybrid Solutions - Describe how the proposed solution supports legacy equipment if applicable. 17. Underlying Infrastructure - Describe all appropriate recommendations for changes that will be required to achieve the goals and objectives of this project as well as to optimize the effectiveness and total cost of ownership of the proposed solution including any limitations, administrative requirements, associated costs, and recommended approach to implementation. 18. Related Support and Ancillary Services - Identify and describe detailed information and costs for any and all related support or ancillary services required to achieve the performance and functionality as described in the proposed solution. 19. The proposed solution shall upgrade or replace all existing voice related equipment, software and services currently in production to the most current production release/s available - Identify on an item-by-item basis the components that will be used in the proposed solution to upgrade or replace the equivalent component/s that is used in the existing voice system. Component descriptions shall include version information, additional features, any limitations, administrative requirements, necessary changes to underlying infrastructure and any associated costs. 20. Implementation - Please describe how a turn-key implementation of the proposed solution is to be achieved in order to ensure timely completion with absolute minimal interruption of services. 21. Back out procedure - Describe in detail the appropriate procedure that will be required to restore all existing voice related and supporting services to their pre-implementation state should the implementation of the proposed system fail or fail to meet the agreed upon goals and objectives. 22. Voice Over IP (VOIP) Capabilities - Please describe how the proposed solution will achieve Voice System services capability over CNM’s existing TCP/IP network and the extent to which this will be possible given the P-270 Amendment/Addendum #2 13 known limitations of CNM’s infrastructure without degradation of the level and quality of service that is currently established today. 23. Voice Over IP (VOIP) Total Cost of Ownership – Provide sufficient information on the proposed solution to allow a CNM to conduct a comprehensive assessment of the Total Cost of Ownership that includes installation, on going support and maintenance of all voice system related components and underlying equipment and facilities improvements necessary to meet or exceed the current level and quality of service that is experienced today as determined by CNM. 24. Voice Over IP (VOIP) Hybrid Solutions - In the event a total VOIP solution can not be provided, please describe how the proposed solution will seamlessly coexist with all existing analog and digital services and equipment that remain in production including a demonstration of administration of legacy components from a single administrative interface as defined in Section 1.8. 25. Migration Plan for Hybrid Solutions - If offering a Hybrid solution, please describe the migration plans that provide a phased approach to implementation of a pedigree solution and include direct and indirect costs as well as timelines based on any support limitations for legacy equipment that are associated with achieving the planned pedigree solution. 26. Replacement of Legacy Equipment - Identify and describe all legacy components that may consist of equipment, software and services that are not fully compliant, supportable or serviceable as part of the proposed solution and address how the proposed solution will provide for the functionality of components that are identified. 27. Retention of Legacy Equipment - Identify and describe all legacy components that may consists of equipment, software and services that are fully compliant with the upgraded components and address how the proposed solution will incorporate the identified components. 28. Network Down Sustainability – Describe how the proposed solution will provide and sustain voice services in the event of a network outages of various degrees of impact. Any limitations of the proposed solution’s to sustain voice services shall be clearly defined. 29. Infrastructure requirements – Describe your approach to providing a comprehensive evaluation of the current dial plan, communications circuits, and other underlying infrastructure components as it relates to the goals and objectives of the Voice Systems Upgrade Project. Proposed solutions should include appropriate recommendations for changes that are anticipated to be required to achieve the goals and objectives of this proposal as well as to optimize the effectiveness and total cost of ownership of the proposed solution. 30. Consolidation of administrative utilities into a single management interface – Describe how the proposed solution will provide a consolidated management interface. Identify and describe any limitations of the proposed solution’s management interface. 31. Remote administrative capabilities – Detail and describe how the proposed solution will accomplish remote administration and identify and describe any inherent limitations. 32. Enterprise consolidation of all product licensing – Describe how the proposed solution achieves license consolidation. Proposals involving hybrid solutions need to address any licensing limitations presented by legacy components and include any additional legacy licensing costs. 33. Enterprise survivability solution – Describe how the proposed solution will provide survivability capabilities with spatial redundancy. Provide details including costs, level of service and functionality that could be expected as it relates to various scenarios that could necessitate an event in which the survivability solution would be activated. Identify and describe any limitations, administrative requirements, associated costs, and the recommended approach to implementation. 34. Single Points of Failure – Acceptable solutions must have minimal single points of failure. Identify and describe any and all potential single points of failure in the proposed solution, clearly define the potential impact if such a failure were to occur and detail how the proposed solution mitigates any single points of failure that are identified. P-270 Amendment/Addendum #2 14 35. Fault Tolerance - Acceptable solutions must achieve a high degree of availability in order to meet the minimal performance criteria that is at a minimum comparable to CNM’s existing Voice System with the inclusion of a off-site survivability solution which currently does not exist in CNM’s current environment. Please describe how the proposed solution will provide for fault tolerance in order to achieve minimal downtime and high availability. 36. Call Preservation - Describe how the proposed solution mitigates or provides call preservation for connectivity failures that may occur between communication end points. 37. Capability to provision each employee with a dedicated phone number with automatic routing to a corresponding voice mailbox with a voice message alert indicator - Describe how the proposed solution will provide employees with dedicated phone numbers with corresponding voicemail boxes and message notification including any limitations, administrative requirements, associated costs, and recommended approach to implementation. 38. Unified Messaging - Describe how the proposed solution will provide integration of various messaging technology, including any limitations, administrative requirements, associated costs, and recommended approach to implementation. 39. Integrated Account Administration & Provisioning - Explain how the proposed solution will provide directory integration and account provisioning including any limitations, administrative requirements, associated costs, and recommended approach to implementation. 40. Enterprise Storage Integration - Describe how the proposed solution will integrate with CNM’s existing storage environment including any limitations, administrative requirements, associated costs, and recommended approach to implementation. If the proposed solution is unable to incorporate CNM’s existing storage environment, then please describe in detail how the offered solution will provide enterprise class automated backup, recovery and archival of Voice System business related communications, transactions and system configuration data. 41. Reporting and Analysis Tools - Identify and describe the reporting and analysis capabilities of the proposed solution including what functions and events they are capable of reporting on and provide samples of common reports. Include any limitations, administrative requirements, associated costs, and recommended approach to implementation. 42. E-911 Compliance - CNM requires a Voice System that is fully compliant with the E-911 requirements that are now being adopted by most states and as applicable to a large community college environment. Please describe how the proposed solution will meet or exceed all applicable E-911requirements and include any limitations, administrative requirements, associated costs, and recommended approach to implementation. 43. Secure Voice Communications - CNM adheres to FERPA and many other state and federal statutes that require information confidentiality. Describe how the proposed solution will provide secure voice communications and identify any potential limitations and mitigating factors. 44. Voice Response System Compatibility – CNM requires a major upgrade or replacement of its existing EPOS/Tier Voice Response (VR) system that is currently used to provide students with an alternative to walk-in or web-based student services such as enrollment related activities and grade reports. CNM is considering other potential applications for VR including student recruitment and retention. Please describe the VR capabilities and/ or compatibility of the proposed solution with third party VR systems. Any limitations, administrative requirements, associated costs, and recommended approach to implementation should be addressed. 45. Implementation of Speech Recognition – CNM is actively considering implementation of speech recognition services as part of an interactive voice directory service and for integration with its existing call center Automatic Call Distribution (ACD) menu system. CNM is also evaluating the possible incorporation of speech recognition applications student recruitment, retention and market activities. Please describe the Speech Recognition capabilities and/ or compatibility of the proposed solution with third party VR systems. Any limitations, administrative requirements, associated costs, and recommended approach to implementation should be addressed. 46. Call Center Operations Assessment – CNM is actively pursuing an assessment of its existing Call Center operation with the intent of improving customer service and effective operation. This assessment may lead to a P-270 Amendment/Addendum #2 15 reorganization of CNM’s call center operations including staffing, work flow, and related Voice System services such as ACDs. Please identify any concerns or limitations that may limit the proposed solution to effectively support changes in CNM’s current call center environment. 47. Other features or services that may be of potential benefit to CNM’s business or instructional mission – CNM is open to other related features or services that are not specifically requested within this request for proposal that may be of potential benefit to CNM’s business or instructional missions and will consider these as options to the primary proposal. Please identify and describe any additional features and services that are not requested in this request for proposal that may add value to the proposed solution or assist CNM in determining overall total cost of ownership or return on investment. Performance Requirements Criteria Points (20) 48. Minimum Performance and Functionality - Describe how the proposed solution meets or exceeds the performance and functionality of CNM’s existing Voice System based on but not limited to the information provided in Exhibit A. 49. Investment Protection - Describe how the proposed solution achieves investment protection of CNM’s existing Voice System. Support & Service Requirements Criteria – Points (15) 50. Minimized number of major components to meet requirements - CNM will not hire additional staff to support the VCS at this time. Therefore, the number of components that ITS staff must interface with to manage and support the VCS must be minimized. Describe how this is accomplished by the proposed solution. 51. Support - It is highly desired that all proposed solutions include support options for 24x7x4 and 24x7 by Next Business Day. Please describe support offered including, implementation support, technical support, Internet or World Wide Web (WWW) support, and phone support. Technical and phone support is desired to be on a seven days a week and twenty-four hours a day (7x24) basis Mountain Standard Time as well as minimum response times for parts. The entire solution should be supported under a warranty for one (1) calendar year from acceptance date with the option to renew on an annual basis. Please describe system warranty from acceptance, support levels provided as well as escalation paths for mission critical support calls as well as any user groups and/or list-serves available to product users. The proposed support and maintenance plan shall address how it integrates with the manufacture’s support services including provisions for maintaining all Voice System components in compliance with the manufacture’s warranty and extended warranty requirements. 52. Support for Hybrid Solutions - If offering a hybrid solution, please describe how the proposed solution will support both new and legacy components and provide a long term single point of contact that is responsible for all maintenance and support related issues. 53. Engineering and Design Services Qualifications – Describe and provide all relevant engineering and design qualifications, references of projects of similar scope and complexity as well as any limitations of the contractor necessary to verify the engineering and design services qualifications for the services that are to be provided including but not limited to: a. Certification as a partner and integrator of the manufacture of the proposed solution that meets all manufacture’s requirements for implementation and support of a Voice System project described by this request for proposal. b. Qualifications demonstrating ability to provide manufacture supportable and baseline integration with existing Voice System components such as those that may comprise a hybrid solution. c. Qualifications demonstrating ability to provide manufacture supportable and baseline integration with related services such as Microsoft Active Directory, Cisco Systems, SunGard Banner, EPOS and other components impacted by the proposed solution. d. Qualifications of the senior engineer that is to be assigned to the project including relevant experience of similar scope and complexity. e. Identify and describe any additional engineering and design services that are available and define any limitations and associated costs. 54. Project Management Service Qualifications – Describe all relevant project management qualifications, references of projects of similar scope and complexity as well as any limitations of the contractor necessary to verify the project management qualifications for the services that are to be provided including but not limited to: P-270 Amendment/Addendum #2 16 a. b. c. d. e. f. g. 55. Certification as a partner and integrator of the manufacture of the proposed solution that meets all manufacture’s requirements for implementation and support of a Voice System project described by this request for proposal. Qualifications demonstrating ability to provide manufacture supportable and baseline integration with existing Voice System components such as those that may comprise a hybrid solution. Qualifications demonstrating ability to provide manufacture supportable and baseline integration with related services such as Microsoft Active Directory, Cisco Systems, SunGard Banner, EPOS and other components impacted by the proposed solution Recommended approach to project management as it applies to this project. Qualifications of the project manager that is to be assigned to the project including relevant experience of similar scope and complexity. CNM requires the contractor to adhere to the project management process as defined in Exhibit “G”. Describe any limitations or constraints in the contractor’s ability to follow the defined project management process. Identify any additional project management services are available and define any limitations and associated costs. Installation Services Qualifications – Describe and provide all relevant product installation qualifications, references of projects of similar scope and complexity as well as any limitations of the contractor necessary to verify the installation qualifications for the services that are to be provided including but not limited to: a. Certification as a partner and integrator of the manufacture of the proposed solution that meets all manufacture’s requirements for implementation and support of a Voice System project described by this request for proposal. b. Qualifications demonstrating ability to provide manufacture supportable and baseline integration with existing Voice System components such as those that may comprise a hybrid solution. c. Qualifications demonstrating ability to provide manufacture supportable and baseline integration with related services such as Microsoft Active Directory, Cisco Systems, SunGard Banner, EPOS and other components impacted by the proposed solution. d. Qualifications demonstrating experience and ability to perform Voice System projects of similar scope and integration complexity. e. Contractor’s approach to implementation of the Voice Systems Upgrade Project to achieve successful project completion with minimal service interruptions and timely delivery. f. Estimated implementation timelines, major milestones, and completion dates. g. Items that may impact project goals and objectives as well as the estimated timeframe for completion. h. Any additional resources that will be required that are not identified elsewhere in this request for proposal. i. Additional voice system related installation services that are available and define any limitations and associated costs. 56. Consulting Services – As on option to the services requested through this RFP that encompass the delivery, installation and configuration of the proposed solutions CNM may wish to include consulting services for the purpose of implementation planning and migration. Please describe any additional consulting services related to the proposed solution that can be provided. 57. Documentation and Online Help – Identify and describe any documentation and online help that is included with the proposed solution. Please include samples of documentation and online material with your response so that CNM may determine user-friendliness and ease of accessibility to instructions and tutorials. 58. Training - At a minimum, the proposed solution must include training before and after the implementation. Please describe what training that is to be provided with the product in addition to future training available to product administrators. Identify what training is required, including any prerequisite training; how the training will be provided; and any additional costs related to training. Economy & Price - Points (10) 59. Cost of Solution - Please provide an itemized cost for all services to achieve the objectives of the RFP including all hardware, software, routers, switches, cabling, HVAC upgrades, etc. required to provide a fully functional and completely operational solution. In addition, include all services and training recommended to implement the proposed solution. P-270 Amendment/Addendum #2 17 60. Total Cost of Ownership - Voice Upgrade deployments shall be evaluated based on a comprehensive assessment of the Total Cost of Ownership that includes installation, support and maintenance of all underlying equipment and facilities improvements such as additional switches, HVAC, cabling, etc. necessary to meet or exceed the current level and quality of service that is experienced today as determined by CNM. Provide all relevant information to allow CNM determine the Total Cost of Ownership. 61. Voice System Components - Pricing information for all related components and potential expansion components is requested based on a verifiable percentage off manufacture’s list price. It is expected that all pricing be at or below any existing state contract pricing for which CNM is eligible. Clearly define any exceptions to pricing agreements, warranties, compatibility and integration functionality statements. 62. Pricing Options - Please provide recommended pricing options. 63. Optional Components and Services - Identify any optional components and services not included in the proposed solution as well as a price list for these options. Technical and Cost proposals must be submitted in separate, sealed envelopes. Note: no cost information is to be included in the Respondent’s Technical Proposal. The Technical and Cost Proposal envelopes should be submitted in a single sealed package/envelop P-270 Amendment/Addendum #2 18 P-270 Amendment/Addendum #2 19
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