d-wrd PUR1612/12 Provision of a visual analytics platform RFP

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PUR1612/12

Request for Proposal

------------------------------------------------------Provision of a Visual Analytics Platform

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1.0 INTRODUCTIONThe 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 ObjectiveThe 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 BackgroundThe 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

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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 DETAILSYour sole contact for the purposes of the RFP is:

Darren Fox – Procurement ManagerCorporate Procurement UnitEBRD

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One Exchange SquareLondonEC2A 2JNTelephone: 020 7338 6255Email: [email protected]

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4.0 DESCRIPTION OF THIS RFP

4.1 OverviewSuppliers 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 published11th January 2017 Deadline for requests for clarification16th January 2017 EBRD response to requests for clarification23rd January 2017 by noon Deadline to submit proposals30th Jan – 3rd Feb 2017 Demonstration/Presentation of proposal at the EBRD20th February 2017 Contract Award

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

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

suppliers will send queries by e-mail to the following address: [email protected]; 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 ProposalThe 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 RequirementsSuppliers 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 RequirementsThe Supplier shall provide a completed copy of Annex B – Core Requirements.

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

4.4.4 Technical Proposal SubmissionResponses 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/PresentationIn 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 de-

scribed 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 implemen-

tation. Detail how the product is supported.

4.5 Quotation FileAll 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 SubmissionThe 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.

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4.6 Additional Information

4.6.1 Supplier Profile and DemographicsSuppliers 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 InformationThe 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 ReferencesThe 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.

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5.0 EVALUATION METHODOLOGY

Element of the Evaluation Maximum weighted Score available

Core requirements 80Implementation 10Product Support 10Totals 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 ErrorsMathematical 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 SupplierThe Supplier proposing the lowest Total Bid Price will be nominated as the preferred supplier (the “Preferred Supplier”).

5.5 Checking of ReferencesThe 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.

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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 NegotiationsUpon 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 EBRDThe 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 NegotiationSubject 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.

7.0 GENERAL TERMS AND CONDITIONS OF THIS RFP

7.1 AmendmentEBRD reserves the right to negotiate any or all terms and conditions, and to cancel, amend or resubmit this RFP in part or entirely at any time. None of the terms and conditions of this RFP can be revoked or amended in any way by Suppliers without the prior written agreement of EBRD.

7.2 Supplier CostsEBRD is not responsible for any Supplier costs associated with this RFP, Supplier responses or any contract discussions or negotiations. Nor is EBRD responsible for any indirectly related costs. No statement by EBRD should be viewed as a request by

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EBRD or justification for Suppliers to increase or change inventory, staff, facilities, business relationships with its suppliers, or internal business processes. All actions by Suppliers in response to this RFP or subsequent discussions or negotiations should be taken with the clear understanding that neither this RFP nor subsequent actions or omissions by EBRD obligate or commit EBRD to pay or reimburse Suppliers for any costs or expenses they incur. This RFP is not an offer to enter into a contract.

7.3 Professional CompetenceSuppliers shall absolutely rely on their own professional competence in evaluating and verifying the information contained in this RFP. Suppliers must take every opportunity to inspect and verify the information contained or referred to in this document or subsequent to it, subject to the confidentiality restrictions as detailed in section 7.6 of this RFP.

7.4 Intellectual Property The information contained in this RFP will remain EBRD’s intellectual property. Suppliers are granted a limited, revocable license to use the same for the purpose of responding to the RFP. By submitting a response to the RFP Suppliers grant EBRD a royalty free, irrevocable license to use the intellectual property in the proposal for its internal business purposes in relation to the procurement of the services required.

7.5 Sole ResponseSubmission of a response as part of this process shall be deemed to be the Suppliers’ only offer(s).

7.6 ConfidentialitySuppliers shall treat the RFP and EBRD's process of evaluating Suppliers as strictly private and confidential. The contents of this RFP, including specification, designs, drawings or other related documents shall be considered confidential and shall not be disclosed by the Supplier, the Supplier’s servants or agents to any persons, firm or corporation without the prior written consent of EBRD. Any such specifications, designs, drawings or other documents shall remain the property of EBRD and shall be returnable to EBRD within five (5) days of the Supplier receiving either, notification that it has been unsuccessful, or on written request from EBRD.

7.7 EBRD Logo ProtectionPlease be advised that EBRD logo is a registered service mark and as such should not be reproduced without the express written permission of the Bank.

7.8 GeneralIncomplete or inadequate responses, lack of response to an item or items, or misrepresentation in responding to this documentation may result in rejection of a Supplier’s Proposal.

After receipt of the RFP and until the award of any contract, neither information relating to the examination, clarification, evaluation and comparison of the submissions nor recommendations concerning the award of a contract shall be disclosed to the Supplier, or to any other outside parties, until the RFP process has been concluded and a contract awarded.

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Any effort by a Supplier to influence EBRD in the process of examination, evaluation and comparison of the RFP, or in decisions regarding the award of a contract, shall result in the rejection of the Supplier’s Proposal.

Ownership of documentation or other information submitted in the RFP will become the property of EBRD unless otherwise requested at the time of submission. Any materials submitted in response to the RFP, which are considered to be confidential, should be clearly marked as such by the Supplier.

The Bank reserves the right to accept or reject any RFP response, or part thereof, and to annul the RFP process and reject all RFP responses at any time prior to award of contract without incurring any liability to the affected parties.

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Annex A- Visual Analytics Requirements

1.0 EXISTING INFRASTRUCTURE

Primary Applications Involved in EBRD

Data Source/Application Name and Version

Description

Backbase CXP Backbase CXP is the Bank’s strategic enterprise portal platform; is the underlying technology capability used to deliver web-based user experiences.

Jboss application server v5.1 Java J2EE Application Server based bespoke applications with underlying Oracle databases

Apache Tomcat Strategic light-weight container for smaller bespoke Java based applications.

Cognos v10 Existing Business Intelligence platform.

Oracle Database v11 One of the Bank’s existing strategic relational database management platforms.

Microsoft SQL Server One of the Bank’s existing strategic relational database management platforms.

Apache Hadoop (distribution and version to be determined)

The Bank has the ambition to add a big data technology capability; this will be a commercial distribution of Apache Hadoop.

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2.0 HIGH-LEVEL REQUIREMENTSThe essential features required of visual analytics to support the Bank’s strategic IT architecture can be grouped under the following five headings.

Core Requirements:

Requirement Description1. Tabular reporting Provide a basic tabular reporting visualisation with

dynamic capability to choose columns, sort, group and filter.

2. Pivot table reporting Provide tabular reporting visualisations showing two dimensional aggregates of multi-dimensional data.

3. Charts and graphs Provide data visualisations in a variety of charts and graphs. Advanced visualisations such as heat maps, scatterplots, bubble charts and histograms should be supported.

4. Map-based reporting Provide data visualisation using maps; maps auto recognize geographical data, leveraging city, state and country attributes; be able to overlay other graphics on the countries to convey additional information.

5. Pop-up data Be able to provide additional configurable, context sensitive data when hovering the mouse over charts, graphs, maps.

6. Interactive presentations Be able to add narrative to a report or dashboard to create a data driven presentation; tie several visualizations together for a storyboard or workflow process

7. Drill-down Allow the creation of hierarchies and be able to drill-down on elements of these in visualisations to provide finer-grained information and then go back again.

8. Interactive reports Be able to select elements of a visualisation as a filter and share this context across other visualisations.

9. Computed fields Provide the ability to compute/derive new fields within the reporting tool.

10. Combining Data The product should allow joining of different data sources (local databases and cloud storage alike) in a visualisation.

11. Creation of dashboard a) Create a report based on multiple reporting components (utilising features 1 to 10 above)

b) Allow a dashboard to span multiple tabs

12. Semantic layer Provide the ability for users to create a business-friendly abstraction over the underlying data, including: pre-defined joins, and allowing different grains of data to blended together

13. Publication of dashboards Enable the publication of dashboards to be accessible by any authorised user; ideally via the Bank’s Enterprise Portal platform and website.

14. Publication of web widgets Enable individual data visualisations to be embedded within the Bank’s Enterprise Portal or other applications via a comprehensive API

15. Export formats Allow for the export of data and visualisation to Microsoft Excel, PDF and or picture formats. The product should allow for raw data behind visualisations to be exported to spreadsheet format.

16. Scheduling The product should allow for the scheduling and delivery of visualisation through email/file systems

17. Responsiveness of published Web based delivery of reports and dash boards to use

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Requirement Descriptiondashboards responsive design techniques to provide a good user

experience on mobile devices.18. Relational database support Allow data to be sourced from the Bank’s strategic

relational databases (Oracle Database and Microsoft SQL Server)

19. Multi-dimensional database support

Allow data to be sourced from the Bank’s strategic multi-dimensional database (Oracle Database). Reporting from dimensional star-schemas must be supported.

20. Big data support Allow data to be sourced directly from the major commercial implementations of Apache Hadoop.

21. Other data sources Including but not limited to: Web services, NoSQL databases, JDBC/ODBC compliant databases and Excel

22. Entitlement based reporting Restrict visibility of information based on a user’s entitlements defined by their group or role membership. See Annex B for further details.

23. Capability model The product should be able to designate who can create, modify, publish, use and administer the tools to what area or environment. See Annex B.

24. In memory or caching capability

The product should pull data into an in-memory or locally cached data store

25. Inbound API The product should allow the ability to add components or functions

26. Outbound API The product should allow the ability to extract information on usage

27. Usability The product should use the latest techniques for UX and also include items such recommended visualizations. See Annex B for further items

28. Platform flexibility The product must be cloud-ready but also allow on premise implementation

Development, Testing and Deployment. The provision of an integrated development environment, including graphical and code-based design tools, testing and debugging facilities, and tools to manage deployment of developments between environments.The production environment will require high availably configurations and nodes in the production and business continuity data centres.

Management and Monitoring. The ability to monitor and analyse run-time performance proactively and manage the platform to identify problems and exceptions and take remedial actions.

Security. The solution must integrate with the Bank’s Active Directory infrastructure and be capable of single-sign-on using Kerberos. Any published dash boards or widgets must be accessible to the Bank’s enterprise portal, providing access to data visualisations for staff and authorised business partners.The solution must not introduce vulnerabilities into EBRD networks; software components should be designed in accordance with industry security best practices, to be validated by independent security assessment.

Non-functional characteristics. Usability and productivity, especially of the design and deployment tools for both IT staff and power users across the business; supportability (in terms of mix of technologies and skills); cohesion (overall simplicity of the product architecture); scalability, configuration for availability, etc.

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The Bank expects the tool to be used by the following:

Report / dashboard builder 100 usersStaff dashboard viewer 2500 usersExternal dashboard viewer 5000 users

Specific questions about the proposed visual analytics platform are set out under these headings in Annex B – Core Requirements.

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Annex B – Core Requirements

With reference to the Bank’s requirements as described in Annex A, Suppliers are required to score themselves for each of the questions in the attached document using the following scale.

0 Functionality not provided1 Functionality provided, but requires customized integration with a third party 2 Functionality provided out of the box5 Functionality provided out of the box and is particularly strong (a differentiator

in the marketplace)

Suppliers are required to provide a description and justification for each of their responses.

Please note that the TEP will be scoring the Supplier’s response based on this information.

Should the TEP be satisfied with the justification, suppliers may not be penalised for meeting a requirement through the use of third party products or by customisation of their base product. However, any related costs (additional licensing, professional services etc.) must be clearly indicated in the Suppliers’ Financial Proposal.

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Annex C – Narrative Response

1.0 RESPONSE TO REQUIREMENTS This template is to be used for Vendor responses to the questions set out in the Self Evaluation excel sheet embedded in Annex B.

Suppliers shall enter their response in the response section under each question title. Refer to the embedded document in Annex B for the full question text.

Suppliers should focus on how their products can support the scenarios the Bank have described, emphasising the most appropriate features of both the design and run-time environments for the purpose. If there are several viable approaches, please do include them.

The suggested length of responses is up to one page per question, extending to two pages for the most complex questions. Diagrams may be used. Note that concision and relevance of the response to the specifics of the question are important evaluation factors; the inclusion of generic support or marketing material is discouraged. Suppliers should not repeat material between questions; a reference to the previous instance will suffice.

For status of components used, please list the product components alluded to in your response, and for each one, detail (a) if it is your own, or a third-party product; and (b) if custom development beyond the standard configuration options offered by the product is required to support any aspects of the scenario covered.

Title 1. Tabular reportingResponseStatus of components used

Title 2. Pivot table reportingResponseStatus of components used

Title 3. Charts and graphs1

ResponseStatus of components used

Title 4. Map based reporting2


1 Please state what types of charts and graphs are supported.2 Please state what level of geography is supported and how. E.g. postcodes, latitude/longitude

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Title 5. Pop-up dataResponseStatus of components used

Title 6. Interactive presentationsResponseStatus of components used

Title 7. Drill-downResponseStatus of components used

Title 8. Interactive reportsResponseStatus of components used

Title 9. Computed fieldsResponseStatus of components used

Title 10. Combining dataResponseStatus of components used

Title 11. Creation of dashboardsResponseStatus of components used

Title 12. Semantic layerResponseStatus of components used

Title 13. Publication of dashboards

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Title 14. Publication of web widgetsResponseStatus of components used

Title 15. Export formatsResponseStatus of components used

Title 16. SchedulingResponseStatus of components used

Title 17. Responsiveness of published dashboardsResponseStatus of components used

Title 18. Relational database supportResponseStatus of components used

Title 19. Multi-dimensional database supportResponseStatus of components used

Title 20. Big data support3


3 Please state the commercial distributions of Apache Hadoop that you test and certify against.

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Title 21. Other data sourcesResponseStatus of components used

Title 22. Entitlement based reportingResponseStatus of components used

Title 23. Capability modelResponseStatus of components used

Title 24. In memory of caching capabilityResponseStatus of components used

Title 25. Inbound APIResponseStatus of components used

Title 26. Outbound APIResponseStatus of components used

Title 27. UsabilityResponseStatus of components used

Title 28. Platform flexibilityResponseStatus of components used

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2.0 IMPLEMENTATION2.1 Project Implementation Timeline

Phase 1 – Design / PreparationPhase 2 – Deployment of development and test environmentsPhase 3 – Deployment of production and disaster recovery environments

2.2 Implementation ServicesThe Bank requires that Suppliers provide professional services to implement phases 1-3 of the above timeline in conjunction with Bank staff. The Suppliers Narrative Response will include the following:

Proposed approach, methodology and project governance. CVs of the Project Team which the Supplier is proposing to deliver the

implementation, identifying their experience of implementation of (e.g. a “lead” consultant), their contract status (permanent or subcontracted staff), and their length of time with the company.

Work Plan and Team Assignment, detailing key milestones. Include any training necessary for Bank staff to administer, configure and

operate the software. This may include shadowing the implementation consultants and/or some formal training

Describe any commitments that would be made to address a situation where a key member of the Implementation team (that your firm supplied) unexpectedly became unavailable.

Outline of the capacity to draw on resources when necessary from other areas of the Supplier’s organisation.

The cost of this implementation should be included in the quotation file

3.0 Architecture and Product SupportThe Bank requires that Suppliers provide the following information as part of their Narrative Response.

The Supplier must identify the technical skills/training required to maintain and manage the solution.

The Supplier must provide details of its upgrade/patching release policy and approach to product upgrades.

The Supplier must provide an overview of the proposed development roadmap for the products under their control which are used in the solution.

The Supplier must show a clear development path for the solution, demonstrating commitment to support the latest and future versions of any solutions it depends upon.

The Bank requires full technical support during UK office hours (09:00-17:00, Mon-Fri). The Supplier must provide the details of its support offering which most closely matches this requirement.

The Supplier must identify whether any support will be provided by a third party and if so how this will be delivered in accordance with the Bank’s requirements.

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Describe at an overview level the complete lifecycle of a support call – from the point the Bank initiates the call to its resolution, specifically indicating:

o The method of call logging

o Standard SLAs

o Integration of SLAs into the call logging system.

o Internal escalation procedures

o External escalation procedures

o Remote support capability

o Capability to provide on-site resources as requested

o Describe any methodology, quality control system and/or “good” practice” initiatives that you would employ to facilitate the delivery of high quality support.

Specify any technical infrastructure that will be required at the Bank to facilitate support. Any additional costs that will be incurred by the Bank i.e. telecoms costs, licensing must be reflected in Annex D – Quotation File.

Describe the process for providing professional services to the Bank. Professional services.

Describe the level of flexibility in dealing with issues that may require consultants on-site and when responding to ad-hoc requests.

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Annex D – Quotation File

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Annex E – Minimum requirements

As per section 4.4.1, only those Suppliers capable of answering “yes” to all of the below 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.

Minimum Contractual Terms

As per section 6.1 of the RFP, 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.

Suppliers are required to confirm that they would be prepared to vary the terms of any license agreements, terms of use etc. that the Bank may be required to accept through the use of their products in the following respects:

1.The Supplier will agree to vary its license or any service agreement terms to include the Bank’s standard dispute resolution clause as provided in Appendix A below.

Yes/No

2.With specific reference to auditing, the Supplier will agree to vary its license or any service agreement terms to reflect the inviolability of the Bank’s headquarters and archive as provided under UK statute and international law.

Yes/No

Appendix A – Dispute Resolution Clause

X.1 This [Contract] shall be construed in accordance with [English] law. Any non-contractual obligations arising out of or in connection with this [Contract] shall be governed by and construed in accordance with [English] law.

X.2 Any dispute controversy or claim arising out of, or relating to this [Contract] or the breach, termination or invalidity hereof or any non-contractual obligations arising out of or in connection with this [Contract] which cannot be amicably settled, shall be settled by arbitration in accordance with the UNCITRAL Arbitration Rules as in force and effect on the date of this [Contract]. There shall be one (1) arbitrator, and the appointing authority for the purposes of the UNCITRAL Rules shall be the LCIA (London Court of International Arbitration). Any provision of such rules relating to the nationality of an arbitrator shall, to that extent, not apply. The seat and place of arbitration shall be London, England and the English language shall be used throughout the arbitral proceedings. The [Parties] hereby waive any rights under the Arbitration Act 1996 or otherwise to appeal any arbitration award to, or to seek determination of a preliminary point of law by, the courts of England or elsewhere. The arbitrator shall not be authorised to grant, and the [Contractor] agrees that it shall not seek from any judicial authority, any interim measures or

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pre-award relief against the [Bank], any provisions of the UNCITRAL Arbitration Rules notwithstanding.

X.3 Nothing in this [Contract] shall be construed as a waiver, renunciation or modification by the [Bank] of any immunities, privileges and exemptions of the [Bank] accorded under the Agreement Establishing the European Bank for Reconstruction for Development, international convention or any applicable law. Notwithstanding the foregoing, the [Bank] has made an express submission to arbitration under [Section X.2] of this [Contract] and accordingly, and without prejudice to its other privileges and immunities (including, without limitation, the inviolability of its archives), it acknowledges that it does not have immunity from suit and legal process under Article 5(2) of Statutory Instrument 1991, No. 757 (The European Bank for Reconstruction and Development (Immunities and Privileges) Order 1991), or any similar provision under English law, in respect of the enforcement of an arbitration award duly made against it as a result of its express submission to arbitration pursuant to [Section X.2] of this [Contract].

X.4 Unless the [Bank] directs otherwise, the [Contractor] shall continue performing its respective obligations under this [Contract] while the dispute is being resolved unless and until such obligations are terminated or expire in accordance with the provisions of this [Contract].

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Documents

d-wrd PUR1612/12 Provision of a visual analytics platform RFP