Upload
phamthuan
View
224
Download
2
Embed Size (px)
Citation preview
Response to
Request for Proposal #3029-10WEB DESIGN AND DEVELOPMENT
Maricopa County Community College District
Presented by
Palantir.net, Inc.
2211 North Elston Avenue, Suite 202
Chicago, Illinois 60614
P 773.645.4100
F 773.645.4105
www.palantir.net
December 13, 2010
Contents
Proposal
Section 1 : Qualifications 3
Proposal Requirements (RFP Section 4) 5
Respondent Questionnaire (RFP Section 7) 6
Section 2 : Costs 10
Section 3 : Experience 11
Appendices
Appendix A : Team
Appendix B : Terms and Conditions
Attachments
RFP Section 8: Pricing Schedule
RFP Section 9: Signature Page
RFP Attachment B
RFP Attachment C
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 3
Qualifications
ABOUT PALANTIR
Founded in 1996, Palantir.net, Inc., is a Chicago, Illinois-based Web development firm that has
developed a full range of custom interactive Web sites, database applications, and software. Palantir
wants to change the way people share information by employing new media technologies that
empower and enable end-users through seamless, highly functional interactive experiences. We
deliver solutions that are informed by years of work with corporate, educational, cultural, and non-
profit clients.
We understand that Web site development can be especially complex. Design, information, and
technology need to be seamlessly integrated into an interface that provides a great user experience.
We believe that a Web site must be easy to use and manage. It must be built on a solid architecture
that conveys content in a clear and concise manner. It must have an engaging interface that is
consistent with your personality and promise. The technology solution must be flexible, adaptable,
and realistic. Our collaborative process means that we work with you to develop a joint solution
through agile iteration and development cycles.
STRATEGY
Palantir’s approach is built around helping clients identify their needs and working with them to
develop effective Web strategies that will grow along with their companies or organizations. Every
project that we work on begins with a comprehensive discovery phase where we sit down with you
to find out what makes your organization tick. We analyze existing resources to find out what works
and what doesn’t so we can help you craft a strategy that breaks up bottlenecks and fully leverages
the strengths you bring to the table.
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 4
DESIGN
Design is a fundamental part of any solution that we develop. Good design not only seeks to inspire
and engage users, but it should also communicate meaning and responsibility. Palantir has a long
history of collaborating with world-class designers on high-level, sophisticated Web projects. Our
internal user experience (UX) team is experienced in developing design systems that not only
seamlessly blend form and function, but also engage users as they interact with the site.
Palantir’s UX team has designed rich and appealing sites for clients such as the Interlochen
Center for the Arts and the Chicago Architecture Foundation. In addition to these and other sites,
our front-end development team, which is responsible for creating the “theme” that controls the
site’s look and feel, has developed sophisticated and flexible front-ends for sites such as the Webby-
nominated Herron School of Art and Design at Indiana University-Purdue University Indianapolis,
and the Sam Fox School of Design and Visual Arts.
TECHNOLOGY
Palantir specializes in developing top-tier Drupal-based Web solutions. Drupal is an industry-
leading open source PHP/MySQL content management platform optimized for the Linux/Apache
server environment. Our team includes several high-profile Drupal community members, including
core system developers, prominent module and theme maintainers, and Drupal Association board
members.
Our architectural approach is to build sites that are sustainable. That means using standard,
well-tested modules whenever possible and extending them in reusable ways when necessary. We
try to steer clients away from one-off solutions that are difficult to reuse and favor approaches
that are easier to change later without modifying code. Our goal is to allow a Web site to grow and
evolve with your organization without collecting cruft.
The flexibility of the Drupal platform means that it can be used to build sites that can be
customized to meet almost any use case. Palantir has a history of integrating Drupal with remote
data sources, including course listings and digital asset management systems as well as third-party
subscription management, analytics, and search systems.
We have extensive experience building sites for clients who require multi-site strategies, and we
have built numerous sites with social networking and user-contributed content for a wide variety
of clients, including schools, museums, and other learning institutions. In addition to leveraging
Drupal’s built-in multimedia capabilities to build media-rich sites for clients such as Interlochen
Center for the Arts, the Indiapolis Museum of Art, the Chicago Architecture Foundation, and the
Sam Fox School of Design and Visual Arts, Palantir has also developed additional tools, such as an
open source Flash-based media player that enables sites to host their own video content without
relying on external providers such as YouTube.
Palantir has installed Drupal in a wide variety of server environments, including cloud-based
hosts.
PARTNERS
Palantir is an Enterprise Select partner of Acquia, a company co-founded by Drupal’s founding
developer and project lead. Acquia offers a variety of support packages, remote site management,
and hosted services, designed to simplify and automate the operation of enterprise-level Drupal
sites.
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 5
RFP SECTION 4 - PROPOSAL REQUIREMENTS
4.1 - MINIUMUM REQUIREMENTS
4.1.1 Services requested and provided do not require licensing by the State of Illinois
4.1.2 A pricing schedule is available in the Costs section on page 10 of this proposal
4.1.3 The RFP has been read in full. All responses in this proposal are made accordingly.
4.1.4 See ‘RFP Section 7 - Respondent questionaire’ on page 6 of this proposal
4.2 - SPECIFIC INSTRUCTIONS
4.2.1 Must be able to provide the following services at the very minimum:
4.2.1.1 Palantir provides Web Design services.
4.2.1.2 Palantir provides Web Development services.
4.2.1.3 Palantir provides Search Engine Optimization Services.
4.2.1.4 Palantir provides Usability Analysis services.
4.2.1.5 Palantir is able to develop dynamic database applications in the Drupal content
management system.
4.2.1.6 Palantir is able to optimize graphics and photos for display on the Web.
4.2.1.7 Palantir is able to implement E-commerce Solutions via the Drupal content
management system.
4.2.1.8 Palantir is able to implement SSL certificates for the purpose of site security and
authentication.
4.2.1.9 Palantir is able to implement content management and user Dashboards using the
Drupal content management system.
4.2.1.10 Palantir provides development and implementation services for the Drupal content
management system.
4.2.1.11 Palantir provides Copy Writing services for the Web.
4.2.1.12 Palantir provides System Training and Support for sites and applications built by
Palantir.
4.2.1.13 Palantir provides development services for Intranet sites created with the Drupal
content management system.
4.2.1.14 Palantir provides Social and Multimedia Integration for sites built in the Drupal
content management system.
4.2.1.15 Palantir provides development and implementation services for the Drupal content
management system.
4.2.1.16 Palantir develops PHP and MySQL based applications. Palantir does not provide
development services related to:
SharePoint applications (including web parts and services) using C#, VB, ASP.NET,
SharePoint Designer and Visual Studio .NET languages and tools.
4.2.2 See ‘Team’ section, page 19
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 6
RFP SECTION 7 - RESPONDENT QUESTIONNAIRE
7.1 - COMPANY INFO
See page 3, ‘About Palantir’
See page 19, ‘Team’
Dunn & Bradstreet: 93-112-8149
7.2 - CAPABILITIES
See pages 2-4 ‘Qualifications’
See pages 7-9, ‘Our Approach’
7.3 - EXPERIENCE AND PORTFOLIO
See pages 11-18 ‘Experience’
7.4 - CLIENTS
See pages 11-18 ‘Experience’
7.5 - SUCCESSES
See pages 11-18 ‘Experience’
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 7
OUR APPROACH
DISCOVERY
Palantir conducts a dedicated discovery phase to assess the needs, objectives, and scope of the
project. During discovery we collaborate with our clients to dig deeper into the functional, technical,
and administrative requirements of their site.
Palantir conducts a review of existing resources and constraints, available wireframes, design
concepts, and content, and anticipated Web technology needs both in the present and future.
Palantir then documents the functional and technical requirements for the project.
We then analyze our findings, validate them against assessments of the requirements as
initially outlined, as well as against established budget and timeline considerations, and present this
information in a strategy brief.
This brief includes a project plan (high-level schedule), project team responsibilities, and a high-
level functional report (task list) which itemizes hours per feature requested. This functional report
provides a proposed techincal architecture for the site and is accompanied by recommendations
for each development cycle and rolling launch development goals, taking into account our clients’
internal resources as well as the strengths that Palantir’s team brings to the table.
Our clients are then in a position to approve the plan as-is, or work with Palantir to revise it
based on a prioritization of functional, technical, budgetary, or scheduling needs.
Once finalized and approved, Palantir issues a separate agreement to authorize development of
the site per the architecture, costs, and timeline as defined by the approved plan.
USER EXPERIENCE AND DESIGN
At Palantir, we believe that design is a fundamental part of any solution that we develop. Good
design not only seeks to inspire and engage users, but it should also communicate meaning and
responsibility. Palantir’s approach to crafting the design system will be informed by stakeholder
interviews, user research, and design testing.
This design system is presented in the form of a style guide document that details how different
elements should be presented on the site, as well as establishing clear and consistent guidelines for
color, typography, and iconography. This style guide not only informs our sitebuilding approach, but
is also intended to serve as a guide for the future growth and expansion of the site.
INFORMATION ARCHITECTURE
An intuitive and fluid navigation system can be created by employing clear typographic
hierarchy coupled with a clearly articulated design system. Marrying deeper function with design
details will allow the users to window shop their way through the content, and effortlessly dig
deeper when interested. This modular approach to organization allows elements of the visual
language to be reused throughout all levels of the site, as well as any subsites, creating a truly
rich branded experience. Palantir’s goal is to give the user a sense of exploration inside of a well
thought-out, visually-organized framework.
FRONT-END DEVELOPMENT
As a firm experienced in developing cross-browser, cross-platform compatible sites with an
emphasis on accessibility and Web standards, we have extensive experience developing sites that
meet Section 508 accessibility requirements. Our CSS-based approach starts with semantic markup
and always includes development of a print-optimized style sheet. Palantir’s browser testing suite
includes all modern browsers (defined as Yahoo! Grade A browsers).
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 8
In Drupal, the look and feel of the site is handled by the theme layer, which cleanly separates
markup. Palantir uses the Zen theme framework, a popular tool for creating Drupal themes that are
sustainable; that is, they can be easily extended as new content types and functionality are added
to the site. This framework allows us to create a visual presentation that can customized for specific
page types and individual subsites, while still reinforcing the overall design goals and branding.
Drupal’s default markup is fully compliant with current W3C standards; furthermore, the Zen
framework is designed to allow maximum compatibility with all modern browsers and optimal search
engine optimization (SEO).
The inherent flexibility of Drupal’s theme layer enables authorized site administrators
tremoendous control over the layout of a specific site or subsite. Site administrators can enable
or disable specific content areas or even move them to different parts of the page layout without
having to touch the site’s markup or CSS. This allows subsites to have a layout that meets their
individual needs while still retaining overall umbrella branding.
TECHNICAL DEVELOPMENT
Palantir is focused on developing visually and informationally rich Drupal-based solutions. As such,
we have both a deep knowledge store regarding how Drupal and its add-on modules work and
an existing suite of tools we use for building powerful, flexible and robust sites in a cost-effective
manner.
During the technical development phase of the project, Palantir progressively builds out
features and functionality in cycles as outlined in the project plan. Each cycle builds cumulatively
upon the previous one and scheduled releases are made available for review for comment and
refinement with features added per the approved project plan.
This phase begins with the installation and configuration of Drupal on Palantir’s internal
development server, and continues through the process of defining content types, menus, views,
queues, and so forth. The vast majority of module installation and configuration occurs during this
phase of the project. Palantir’s development environment facilitates rapidly building Drupal projects
while maintaining the source code in a version control system. Custom PHP coding and/or Drupal
module development is handled by Palantir’s software engineers, who are also responsible for code
review and performance testing, and take part in the QA process.
During the implementation phase, Palantir will install and configure Drupal into the prepared
staging or pre-production environment. Typically, this is a collaborative effort, giving Palantir’s
engineers the opportunity to work closely with in-house technical resources. Our transition-focused
goal during this period is to familiarize in-house technical staff with the Drupal environment and
supporting infrastructure. Most of the work at this point is done on lower levels of the application
stack, tuning Apache, MySQL, and PHP for optimal performance prior to launch.
QUALITY ASSURANCE
Palantir’s QA strategy incorporates automated testing, user testing, and acceptance testing.
Automated testing is performed during the development process, using Drupal’s built-in testing
framework. Using this framework, Palantir can accomplish unit testing, functional testing, and
regression testing against any custom code of sufficient size.
Palantir also begins user testing during this stage of the process using a site-specific testing
plan. The goal of this testing plan is to identify each user-centered area of the site and define
the expected behavior of these areas. A testing team comprised of both Palantir and client staff
then proceed to test the site, verifying that it does indeed perform according to expectations. Any
concerns are addressed during the allocated QA cycle.
The final pre-deployment push is an opportunity for the client to provide last-minute QA
input. During this acceptance testing phase, the site is once again evaluated against the original
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 9
project plan and any subsequent ammendments to ensure that the site meets the initially defined
requirements.
DOCUMENTATION AND TRAINING
At Palantir, we view the true mark of success to be evident in the hand-off of our work. We
believe that success is obtained only when administrators and editors feel a sense of ownership
in their new site. Palantir customizes Drupal’s administrative interface and workflows to ensure
that they meet the needs of the person using them, regardless of their user role or level of
administrative access. To achieve this goal, Palantir works closely with its clients during the site
strategy, design, and development phases of the project as well as provides documentation and
training.
Site documentation may be provided either in the form of written reference material (which
includes, but is not limited to, online help embedded within Drupal), or video screencasts designed
to visually walk an administrator through specific tasks. Written documentation typically provides
step-by-step reference material for administrative tasks, while screencasts provide audio/video
walkthroughs of important processes and procedures.
In addition to this customized documentation, Palantir also provides recommendations for
commercially published Drupal books and DVDs for in-house technical staff or adminstrators looking
to seek additional information and knowledge about the Drupal platform.
Palantir also provides in-person training sessions to those designated administrative users who
will be responsible for the day-to-day use, maintenance, and organization of the site. Palantir can
also provide more advanced training for those who would like to learn Drupal theme and module
development.
Training typically occurs prior to the implementation phase of the project. This provides enough
lead time for new administrators and editors to familiarize themselves with the system well in
advance of the system’s production deployment. This also enables client staff to become acclimated
to the site’s administrative functionality by entering and updating real-life content that will be used
on the live site.
POST-LAUNCH SUPPORT
Support services are available from Palantir through a separate time and materials agreement
(TMA). Palantir is available during regular business hours to provide consultation, training,
development, and upgrade services for the site. Professional fees are based on specific project
deliverables and are billed on a time and materials basis. Support tickets are filed through an online
help desk system, and are responded to in order of client-identified priority, with most responses
occuring within one business day.
Palantir is also an Enterprise Select Acquia partner. Acquia is a company that offers a variety
of commercial support packages and remote site management services designed to simplify and
automate the operation of your Drupal site, including 24-7 telephone and Web-based support
coverage options. Acquia’s services supplement Palantir’s ongoing availability for additional
development, training and technical support services.
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 10
Costs
SERVICE RATE
Discovery, Consultation, and Strategy $150/hour
UX, Wireframes and Visual Design $150/hour
Copy Writing and Content Services $150/hour
Project Management (only for projects undertaken by Palantir) $150/hour
Functional Documentation and Technical Architetcture $150/hour
Drupal Development and Implementation $150/hour
Database and Application Development $150/hour
Training and Documentation $150/hour
Travel, Transportation, and Accommodations TBD
Pricing is valid through February 28, 2011.
Palantir’s hourly rate is $200 per hour, discounted to $150 for not-for-profit clients.
Brad Nowak,
Web Strategist, Palantir.net, Inc.
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 1 1
Experience
TOM DAVEY
Director, Web Management and Development
Council on Foreign Relations
p: 212-434-9523
MEGAN KELTO
Electronic Marketing and Communications Manager
Interlochen Center for the Arts
p: 231.276.7621
MELINDA COMPTON CARTER
Director of Communications
Sam Fox School of Design & Visual Arts -Washington University in St. Louis
p: 314.935.6597
JASON HIBBETS
Project Manager, Brand Communication and Design
Red Hat
p: 919-754-4181
ELIZABETH NEELY
Director of Digital Information and Access
The Art Institute of Chicago
p: 312-443-3669
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 12
Case Study: Foreign Affairs
IMPROVING INTERNATIONAL RELATIONS
OUR CLIENT: Foreign Affairs is the journal of the Council
on Foreign Relations, a non-partisan member organization
dedicated to improving the understanding of U.S. foreign policy
and international affairs through the free exchange of ideas.
Since its inception in 1922, articles and essays published in
Foreign Affairs have helped shape political debate and policy
on some of the most important issues of the day. Authors
who have written for the journal have included influential
intellectuals and political leaders ranging from W.E.B. DuBois
to Henry Kissinger to Hillary Clinton.
WHAT THEY NEEDED: Foreign Affairs wanted a new site built on a content management platform
with an enhanced information architecture, design, and new features. This platform needed a
sophisticated user access system that could seamlessly and securely integrate with their existing
subscriber management, analytics, advertising, and search systems, as well as provide premium
content to anonymous users from institutions with site licenses. Finally, Foreign Affairs needed to be
able to deploy all the content for an issue from their development and staging environment to the
live site with a single click, synchronizing data between multiple servers.
HOW WE HELPED: Drawing heavily on our detailed knowledge of the open source Web content
management platform Drupal, we established an environment that would retain existing users
while introducing new features and an enhanced information architecture and design developed by
Concentric Studio. The new site design was implemented by Palantir in a standards-compliant and
accessible manner using HTML, CSS, jQuery, and sIFR.
Existing data from over six decades worth of issues was imported using a custom import system
built by Palantir. Content was organized along multiple taxonomies (vocabularies) with several
categorizations through which readers could drill down from general categories to specific issues;
content can now be navigated by date, region, topic, and author (among others), and any given article,
essay, or book review is cataloged across these dimensions, an invaluable boon to researchers and
academics who wish to browse the journal’s extensive catalog of current and back issues.
Palantir’s deep expertise in Drupal’s internals allowed us to rapidly merge several different
» www.foreignaffairs.com
Project Highlights
» Integration with multiple third-party authentication systems
» Automated import of over six decades worth of existing content
» Multi-server staging and deployment system
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 13
authentication sources, allowing the journal’s 150,000 subscribers to immediately access content on
the new site and participate in online discussions without having to create new accounts or take any
steps to migrate to the new site. A tiered access scheme enables Foreign Affairs to easily administer
what content can be freely accessed or requires a subscription to view. An IP address-based access
system was built to allow visitors from institutions with existing site licenses to access premium
content without having to log into the site.
To allow users to easily search for content across multiple Council on Foreign Relations sites,
Palantir configured Drupal to interoperate with the organization’s Google Search Appliance, building
custom metadata fields that conveyed detailed information to the search appliance without disrupting
the user experience. Palantir integrated multiple analytics and advertising systems as well.
Finally, following best practices guidelines for editorial environments, Palantir built a content
deployment system for Foreign Affairs, allowing content to be synchronized between the journal’s
development, staging server, and production servers with a single click of the mouse. Security,
reliability, and robustness were key requirements to this process. To meet these goals and still
maintain high levels of performance, Palantir built a system that allowed the three Drupal instances to
“talk to each other” and share content without relying upon an external system, enabling the use of
advanced features, like selective bidirectional syncing of user-submitted content.
THE UPSHOT: The new Foreign Affairs Web site is a dynamic resource that allows visitors from all
walks of life to access, share, and engage in discussion on some of the most important issues faced
by our world today. The new Web site allows the magazine to reach out to its readership in new ways
while still upholding its role as the leading forum for serious discussion of American foreign policy and
international affairs.
A detailed technical write-up of this project can be found at Drupal.org: http://drupal.org/node/518314
APPLICABLE SERVICES FROM RFP SECTION 5 : Needs Assessment, Communication (project)
Brief, Drupal Large Site Development, HTML/XHTML, SEO, Database Desgin and Programming,
Site Support and Training
RESULTS ACHIEVED:
- Site navigation is now streamlined through use of taxonomies
- 60 years worth of content was successfully imported
- Editorial process was simplified through use of deployment system
TARGET AUDIENCE: Researchers, Subscribers, General Public, Media
TECHNOLOGY STACK: Linux, Apache, PHP, MySQL, Drupal
SPECIFIC STRATEGIES:
- User engagement through share, e-mail, print, purchase, comment, and subscribe (RSS) options
- Multiple, robust controlled vocabularies (taxonomies) for multi-dimensional search and filtering
- Third party system authentication
- XML data import
- Sophisticated user access system
- Integration of multiple analytics, advertising, and search systems
- Creation of Deploy: a system for bidirectional syncing of staging and production content
- SOAP-based e-commerce transactions
PROJECT DURATION: August, 2008 - March, 2009
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 14
Case Study: Washington University in St. Louis
OUR LATEST ACADEMIC ACHIEVEMENT
OUR CLIENT: With 600 faculty and more than 5,000
students, Arts & Sciences is the intellectual hub of
Washington University in St. Louis (WUSTL). Encompassing
the undergraduate, graduate, and continuing education
divisions, A&S is a diverse mix of students, faculty, and
staff. It is their goal to foster a Web presence that binds all
of these elements while at the same time celebrating their
uniqueness.
WHAT THEY NEEDED: Palantir and WUSTL have enjoyed
a prosperous relationship that dates back to 2006. Initially
WUSTL needed a complete overhaul of the university’s main administrative and school sites. More
recently WUSTL was in need of a system where they could create and customize department sites at
their discretion.
HOW WE HELPED: With design partner Petrick Design, Palantir completely overhauled the Arts
& Sciences (A&S) site and replaced their old CMS with the Drupal content management platform.
Along with updated versions of existing content, their site now features searchable faculty profiles
that have photos, course overviews, research, publications, and contact information. The home page
displays upcoming news and events. An RSS feed allows news junkies to stay constantly up-to-
date. Modules were designed that allow for the creation of dynamic sitemap pages and increased
administrative flexibility when controlling Drupal’s page caching system. Rotating human interest
stories (called “possibilities”) about people, programs, and research going on in the various A&S
schools lend a fresh feel to the site.
With the success of this venture and the newfound strength and flexibility provided by Drupal,
WUSTL set their sights on an even more ambitious project. Once again teaming with Palantir, A&S
wanted to make it possible for the various departments within their schools to quickly and easily
build their own sites. Palantir was able to provide this by utilizing Drupal’s multisite infrastructure.
We combined Drupal’s framework and four interchangeable themes in a configurable install.
Impact, Connect, Chronicle, and Captivate are the four themes designed by Paradowski
» artsci.wustl.edu
Project Highlights
» Multi-site platform to enables quick and easy creation of new departmental sites
» Design themes can be customized for individual departments while still maintaining overall branding
» Streamlined content maintenance
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 15
Creative. Impact has a dramatic look that features a large image space. Captivate relies heavily
on photography, and has the ability to use slideshows and rotating photos. The Chronicle theme is
text-based, which gives it a journal or newspaper feel. The Connect theme provides a more relaxed,
almost blog-like quality. These themes make it possible for the A&S information technology staff to
create department sites with individual personalities while staying consistent with WUSTL’s overall
branding. To date, nearly 50 departmental Web sites have been launched using this infrastructure.
THE UPSHOT: The work Palantir and WUSTL have done together has allowed Washington
University to present a bright new face to the world. At Palantir, our goal is to uncover the most
direct shot to meeting our clients’ needs. Creativity is where we find it.
APPLICABLE SERVICES FROM RFP SECTION 5: Needs Assessment, Communication (project)
Brief, Drupal Multi-site Development, HTML/XHTML, Social & Multimedia Integration, SEO, Site
Support & Training
RESULTS ACHIEVED:
- Beautiful, functional site built in Drupal, an open source CMS
- News module keeps students, faculty, and staff up-to-date
- Calendar module allows users to filter and search events
- Searchable faculty profiles include photos, course overviews, research, publications, and
contact information
- WUSTL’s information technology staff is now able create and customize department sites as
necessary
KEY PERSONNEL: Larry Garfield: Lead Engineer; Colleen Carroll: Themer; Greg Leroux:
Themer; Nate Striedinger: Themer; Brad Nowak: Project Manager; Tiffany Farriss: Strategist
TARGET AUDIENCE: Faculty, Students, General Public, Prospective Students
TECHNOLOGY STACK: Solaris, Apache, PHP, MySQL, Drupal
SPECIFIC STRATEGIES:
- Drupal content management platform was used to streamline content creation and
maintenance
- Drupal’s multisite infrastructure was used to easily generate department sites
- Interchangeable themes were used to customize the look and feel of each department site
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 16
Case Study: Interlochen Center for the Arts
BRINGING UP THE CURTAIN ON INTERLOCHEN’S
LATEST OPUS
OUR CLIENT: Interlochen Center for the Arts is a world-
renowned institution for arts education that includes a
summer arts camp, a high school arts academy, a place
where adults can take art classes and workshops, a National
Public Radio affiliate, offering both music and news radio
stations, and a venue for concerts and performances by
luminaries ranging from Willie Nelson to Yo-Yo Ma. Their
state-of-the-art facilities are located on a beautiful 1,200 acre
wooded campus in western Michigan.
WHAT THEY NEEDED: Overseeing one Web site can be overwhelming enough, let alone six. With
sites and content aimed at so many different audiences, Interlochen needed the ability to easily and
effectively manage separate domains within a unified visual and technical framework. Working with
the open source content management platform Drupal, Palantir developed a solution that brought
together design and technology to address this seemingly messy proposition.
HOW WE HELPED: Palantir designed Interlochen’s site by adapting their existing print-based
branding for the Web and establishing distinct color sets for each of their six domains. The landing
pages for each site feature an extremely flexible grid that allows each domain to have its own
visual personality within the larger Interlochen brand. Providing Interlochen with a degree of layout
flexibility through Drupal’s Panels module also went a long way towards making each domain feel
unique. The sites are designed to showcase Interlochen’s extensive video library, utilizing a Palantir-
developed open source media player to display performance highlights and videos showcasing the
institution and its programs.
On the back-end, Drupal’s multifaceted user management capabilities gave Interlochen
site administrators the ability to specify which domain a user can edit content on as well as the
content types they can edit. This enables administrators to delegate tasks per individual, thus
making content proliferation and maintenance more efficient. Using the Domain Access module,
administrators also have the ability to determine where a piece of content can appear by simply
» www.interlochen.org
Project Highlights
» Domain Access allows multiple sites to share content using a single Drupal installation
» Design system reinforces existing brand identity
» Public radio site aggregates news feeds from a variety of sources
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 17
clicking a check box next to the corresponding domain, allowing information to be shared across
multiple domains if desired, a critical piece of functionality in organizing the site’s content.
The site Palantir developed for Interlochen’s two public radio stations pulls in news feeds from
various sources, allowing visitors to keep up with the latest local, regional, and national stories,
listen to individual programs, or stream the station live from anywhere in the world using a variety
of common formats.
THE UPSHOT: Interlochen’s new site, which brings together the different aspects of the
institution’s personality, is a true reflection of their collaborative spirit.
APPLICABLE SERVICES FROM RFP SECTION 5: Needs Assessment, Communication (project)
Brief, Information Architecture, Wireframe Development, Graphic Design, Design Style Guide,
Drupal Multi-site development, HTML/XHTML, Social & Multimedia Integration, SEO, Site Support
& Training
RESULTS ACHIEVED:
– Streamlined management of six domains
– Translated print-based branding to an online environment
– Established a sophisticated user permissions system
KEY PERSONNEL: John Albin Wilkins: Lead Themer; Nathan Striedinger: Themer; Greg
Dunlap: Programmer; Brad Nowak: Project Manager; Tiffany Farriss: Strategist
TARGET AUDIENCE: Students, Parents, Enthusiasts, Subscribers
TECHNOLOGY STACK: Linux, Apache, PHP, MySQL, Drupal
SPECIFIC STRATEGIES:
- Domain Access was used to create distinct audience-specific sites that could still share content,
eliminating duplicate efforts and streamlining maintenance.
- Interactive slideshows feature the breadth and depth of Interlochen’s offerings, allowing users
to dive in
PROJECT DURATION: October, 2008 - May, 2009
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 18
CREATING AN ONLINE MOSAIC
OUR CLIENT: The Sam Fox School of Design & Visual Arts at
Washington University in St. Louis brings together three units
- Art, Architecture, and Museum - forming an interdisciplinary
and diverse community of artists, architects, and designers.
This unique structure allows the School to build on the
strengths of each unit and to draw on the resources of
the University to provide an unparalleled educational
environment that promotes innovation and collaboration.
WHAT THEY NEEDED: The School needed a new unified
site that would replace four separate sites; reflect a new
identity and the collaborative nature of the community; showcase the work of students, faculty,
and alumni; and promote the exhibitions and renowned collection of the Mildred Lane Kemper Art
Museum. The site needed to be easy to maintain, allowing the School to connect individuals on
campus and create a tool to reach out to prospective students as well as maintain contact with
alumni and parents.
HOW WE HELPED: Working in collaboration with design partner Studio Blue, who created the
school’s identity system, Palantir developed an innovative extra-wide page layout that allows for the
simultaneous presentation of institutional and inspirational content and represents the continuity
and interdisciplinary nature of the school’s curriculum. The left side of the page features information
such as course, faculty, campus, and gallery information. The right side showcases rotating news
items about the school and featured photography, keeping visitors better connected to the institution
and its communities. Visitors can easily move between the different sides of the page by using two
large navigational arrows at the top of the site that provide a “click to slide” effect.
The Museum side of the site allows visitors to browse the institution’s collection, which features
works from artists as diverse as George Caleb Bingham, Max Ernst, and Henri Matisse. Visitors can
also view current, upcoming, and past exhibitions.
The site’s headers and other custom typographic elements are displayed using the sIFR font
replacement technique, allowing them to be easily edited within the site’s content management
Case Study: Sam Fox School of Design & Visual Arts
» samfoxschool.wustl.edu
Project Highlights
» Remote collections data seamlessly integrated with museum site
» Two domains maintained through a unified administrative area
» Innovative display of faculty, student, and alumni portfolios
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 19
system and display consistently across different browsers.
With such a sophisticated front-end, it was important that the site’s back-end be flexible and
robust enough to allow Sam Fox administrators to easily update content without worrying about
whether doing so would interfere with the site’s design. Palantir used the open source Drupal
content management platform, which was not only able to handle the site’s design and layout with
ease, but also provide additional tools to simultaneously update and maintain content for both the
School and the Museum.
When the news side of the site is expanded it reveals a sophisticated system to sort archived
news items. Headlines of the most recent articles are displayed near the top. From there,
we leveraged Drupal’s taxonomy capabilities so that news items can be sorted by their topic
(Academics, Conferences, Research, etc.). In addition, news items are archived by the semester they
are published, a feature accomplished by using the Palantir-developed Views Date Range module.
The School site’s Portfolios section, which features work from faculty, students, and alumni, is
built using a custom content type combined with the Palantir-developed Views Cycle module. This
module allows administrators to create a thumbnail grid of images. We then supplemented Views
Cycle with a jQuery plugin that generates a ‘cycling’ effect as new images are selected from the grid.
Finally, the Views Attach module was used to bind these image galleries to the portfolio pages.
Making the Museum’s vast collection accessible to site visitors was a priority. All of Kemper’s
collections data is maintained through MuseumPlus, a desktop collections database. Palantir
worked with MuseumPlus to define its MySQL database so it could then be transferred to a Drupal
environment. Using Drupal’s inherent flexibility, Palantir was able to configure the Kemper site
so that all the collection data can be pushed from MuseumPlus into Drupal’s database and then
displayed using the Views module.
Given the symbiotic relationship between the Sam Fox School and the Kemper Art Museum it
was only natural that from time to time the two sites would need to share content. Palantir was able
to provide this functionality by using the Domain Access module. Now, with just the click of a check
box, site administrators have the ability to designate content for two separate domains within a
unified backend system.
THE UPSHOT: The Sam Fox School website now conveys the energy and collaborative spirit that
can be found on campus. All of the elements that comprise the School and Museum are brought
together in one dynamic online experience.
APPLICABLE SERVICES FROM RFP SECTION 5: Needs Assessment, Communication (project)
Brief, Drupal Multi-site development, HTML/XHTML, Social & Multimedia Integration, SEO,
Database Design and Programming, Usability Testing, Site Support & Training
RESULTS ACHIEVED:
- Art work is now easily displayed in online galleries
- Content for separate domains easily managed through the use of the Domain Access module
- Implemented innovative two-pane site design
KEY PERSONNEL: Larry Garfield: Programmer / Ken Rickard: Programmer / Colleen Carroll:
Themer / Greg Leroux: Themer / Nate Striedinger: Themer / Tiffany Farriss: Project Manager
TARGET AUDIENCE: Faculty, Students, Alumni, Prospective Students, Art Museum Patrons
TECHNOLOGY STACK: Linux, Apache, PHP, MySQL, Drupal
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 20
SPECIFIC STRATEGIES:
- Integrated remote collections database with Views with Kemper’s Museum Plus Collection
Database
- Views Cycle and Views Attach modules were used to create image galleries
- Site’s “click to side” effect was generated using jQuery
PROJECT DURATION: July 2008 - February 2009
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 21
EMBRACING THE WEB WITH OPEN ARMS
OUR CLIENT: Open source is more than just a software
development model, it’s a way of looking at the world that
emphasizes transparency, collaboration, and diversity.
By working together and openly sharing our ideas with
the world, the open source philosophy offers a way to
more effectively solve difficult problems and reveal new
possibilities for making the world a better place.
Opensource.com is a new site from Red Hat, the trusted
open source leader, that explores the different ways that
the open source way is already having a positive impact
on business, education, government, and our daily lives.
It is designed to be a community of purpose that brings together people who believe in sharing
knowledge, collaborating to solve problems, and furthering intellectual freedom.
WHAT THEY NEEDED: Red Hat needed a site where visitors can share their experiences with the
open source approach and create discourse to enlighten and support one another. To achieve their
objectives for the site, the team at Red Hat chose to work with open source tools and companies
that shared this vision of open collaboration. Opensource.com is built, appropriately enough, on
the open source social publishing platform Drupal. Drupal’s unique ability to combine content and
community seamlessly in a unified experience made it a natural choice as the technology platform
to support social publishing objectives of opensource.com.
Understanding the importance of working with organizations that support open source
technologies, Red Hat chose Acquia to help them ensure their success with Drupal. In turn, Acquia
tapped Palantir, an Acquia Platinum partner, to bring their Drupal expertise to the project and build
the opensource.com site.
HOW WE HELPED: Leveraging as much of Drupal’s built-in functionality as possible, Palantir
developed an environment designed to support a large community of visitors and contributors.
Drupal’s native flexibility and core features made it possible to build a powerful, feature-rich site
with a minimum amount of custom code required. Palantir worked closely with the team at Red Hat
Case Study: Opensource.com
» www.opensource.com
Why Palantir?
» Highly customizable site layout
» Streamlined content moderation process for large number of site contributors
» Highlighted comments and articles promote dialogue between site users created for temporary exhibitions
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 22
to implement the site’s design and technical vision.
Opensource.com allows users to relate their open source experiences through five different
channels: business, education, government, law, and life. Using Drupal’s Organic Groups module,
Palantir was able to give each channel a unique look and feel while at the same time blending
in with the overall branding of the site. It also made it possible for each channel to have its own
moderator that would manage user-submitted content. The site is also configured to allow new
channels to be added as the site’s community grows and evolves based on audience feedback.
With a multitude of users contributing content to the site, opensource.com requires a versatile
user management system. Site administrators have the ability to assign roles to site contributors
that allow them to either publish stories without moderation or submit articles that will need
moderator approval before they can be published. Contributors can submit images to the site
for publication alongside different articles. Captions can be associated with these images for
descriptive purposes as well as sourcing information.
A large number of site contributors also ensures a high volume of content being submitted
to the site on a daily basis. Palantir was able to streamline opensource.com’s content moderation
process by using Drupal’s Workflow module. This makes it possible for users to submit content, then
have that content reviewed by a moderator before finally being published to the site. The homepage
content on opensource.com further illustrates the site’s sophisticated content management
capabilities. Articles can be flagged by channel moderators and then appear in a view for homepage
promotion. Site administrators can then individually select which articles will appear on the
homepage by choosing from this list of suggestions.
To encourage a dialogue between site visitors, Palantir used Drupal’s Flag and Views module
to make it possible for site administrators to highlight specific comments that may be particularly
insightful or thought-provoking. These comments then appear in a featured content box on each
channel’s landing page. Other featured content boxes include polls, a list of the site’s most popular
articles, a Twitter feed, and taxonomic browsing encourage additional site interaction.
Since the site’s content will be coming from such a variety of contributors, opensource.com
needed a way for users to quickly and effectively search the site’s content. The solution was
provided by Acquia Search, a cloud-based search service from Acquia which delivers Apache Solr
search as a plug-and-play hosted service. Acquia Search gives visitors to opensource.com a multi-
faceted site search experience that filters results by content type and author, ensuring that no piece
of site content is far from reach. In addition, opensource.com is hosted on Acquia Hosting, Acquia’s
managed hosting service that is Drupal-optimized for large, high performance sites.
“The purpose of opensource.com is to highlight how the open source way is being applied
beyond technology. Our success will largely be based on contributions and community
participation,” said Jason Hibbets, project manager, People and Brand, Red Hat. “Palantir and
Acquia were able to listen to our requirements and build the foundation for opensource.com. Their
combined experience helped us create an Acquia Drupal-based solution using agile development
methods to bring the website to life within our timeline.”
THE UPSHOT: Opensource.com is a community that aims not only to define the future of
open source, but to help individuals come together to harness it as a force to change the world.
Both Palantir and Acquia believe that the best way to solve complex problems is through open
collaboration, and we are proud to be a part of the effort to empower and enable people to make
their own communities better places through the use of the open source model.
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 23
APPLICABLE SERVICES FROM RFP SECTION 5: Needs Assessment, Communication (project)
Brief, Drupal Web Development, HTML/XHTML, SEO
RESULTS ACHIEVED:
- Intricate user permissions allows site users to contribute in a variety of ways
- Agile content moderation system makes reviewing and publishing content simple
- Highlighted comments help create dialogue amongst site users
TARGET AUDIENCE: Open-source Advocates, Entrepreneurs, General Public
TECHNOLOGY STACK: Red Hat Enterprise Linux, Apache, PHP, MySQL, Acquia Drupal
SPECIFIC STRATEGIES:
- Workflow module used to streamline content moderation
- Channel moderation achieved using Organic Groups module
PROJECT DURATION: October 2009 - January 2010
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 24
Case Study: Art Institute of Chicago
USHERING IN THE ART INSTITUTE OF CHICAGO’S
ONLINE RENAISSANCE
OUR CLIENT: The Art Institute of Chicago (AIC) is one
of the world’s premier art museums, best-known for
its collections of Impressionist, Post-Impressionist, and
American paintings. In addition to housing famous paintings
such as Seurat’s A Sunday Afternoon on the Island of La
Grande Jatte, van Gogh’s Bedroom in Arles and Grant
Wood’s American Gothic, the Museum also has world-class
collections of photography, arms and armor, ceramic figures,
portrait sculptures, miniatures, and galleries of ancient
Egyptian, Greek, and Roman artifacts, including the mummy
of Paankhenamun.
WHAT THEY NEEDED: AIC’s existing site only showed a few hundred items from their vast
collection of several hundred thousand works. The Museum wanted to be able to increase that
number by integrating their site with their backend digital asset management system, as well as
provide additional educational resources associated with specific works and allow visitors to create
their own “personal collections”. AIC also wanted to be able to quickly and easily create micro-sites
to promote exhibitions, which had previously been built as custom standalone sites.
HOW WE HELPED: Palantir used the open source content management platform Drupal to build a
new Collections section for the AIC Web site that integrated seamlessly with the look and feel of the
rest of the site, which uses a different CMS. Content is pulled directly from the Museum’s backend
digital asset management system into Drupal, allowing the Museum to greatly expand the number
of works displayed on the site. Through the “My Collections” feature, users are able to flag artwork
they like and build their own custom collection that can be printed off, annotated, or forwarded to
someone else; a great tool for students or educators to provide their own “online tours” of selected
works.
Another feature is integrated micro-sites for temporary exhibitions. This functionality allows the
Art Institute to quickly and easily create a new site for an exhibition that has its own design layout and
» www.artic.edu/aic/collections
Project Highlights
» Integration with large amounts of data stored in external database
» Users can create and share their own personal collections
» Micro-sites can quickly and easily be created for temporary exhibitions
Response to Request for Proposal #3029-10 - Maricopa County Community College District page 25
colors, yet is still consistent with the Museum’s overall branding. In addition to displaying information
about the works included in the exhibition (which may or may not be in the Art Institute’s own
collection), each site includes the ability to display the locations where various works were created in
Google Maps.
THE UPSHOT: Within the first year, over 33,000 images were added to the site, and the Museum’s
ultimate goal is to display nearly every image from its collection — a treasure trove now accessible to
art lovers worldwide. Traffic in the Collections area of the site more than doubled within the first few
months of launch, and now counts for a majority of all of the Museum site’s page views. The elegance,
functionality, and freshness of the new Museum site belies the amount effort it takes to maintain it, as
it is updated just a few times a quarter by a handful of staff using clever, customized tools — an artistic
triumph of a different sort.
A detailed technical write-up of the Drupal integration work on this project can be found at Drupal.
org: http://drupal.org/node/279485
APPLICABLE SERVICES FROM RFP SECTION 5: Needs Assessment, Communication (project)
Brief, HTML/XHTML, Database Design and Programming, Site Support & Training
RESULTS ACHIEVED:
- Museum works viewable online jumped from 100 to tens of thousands
- Streamlined administration of Museum events
- More users are accessing more information faster
KEY PERSONNEL: Colleen Carroll: Lead Themer / Architect; Larry Garfield: Lead Programmer
/ Architect; Tiffany Farriss: Strategic Lead
TARGET AUDIENCE: Patrons, Members, Donors, Teachers, Students
TECHNOLOGY STACK: Linux, Apache, PHP, MySQL, Drupal, Collage
SPECIFIC STRATEGIES:
- Development of user-centric controlled vocabularies
- Personalized collections with commenting and sharing
- Display of objects as well as related resources
- Integration with collections management system
Response to Request for Proposal #3029-10 - Maricopa County Community College District Appendix A: Team
Appendix A: Team
Palantir’s team is composed almost entirely of senior-level personnel with several years of
experience developing Drupal-based Web applications, as well as wide-ranging expertise in other
Web technologies.
Every project at Palantir is assigned to one of our full-time project managers, who act as the
primary point of contact thoughout the project, responsible for managing project communications,
resources, schedules, and budgets.
Tiffany Farriss is Palantir’s president and co-owner. She has a BA in Mathematics from
Northwestern University where she focused on mathematical modeling and human computer
interaction. Specializing in information architecture and usability, she brings over 13 years of
Internet consulting and development experience. Tiffany is a Drupal Association board member and
provides project leadership and strategy through consultation, project planning, and training.
George DeMet is the founder and co-owner of Palantir. He has a BA from Northwestern University
and specializes in strategic leadership in user interface, usability and standards compliant
development. He has over 15 years of experience in Internet design and development, and is a
permanent member of the Drupal Association. George provides consultation, project planning,
training, and user-side development leadership.
Larry Garfield is a Senior Architect and Consultant for Palantir. He has a Master’s degree in
Computer Science from DePaul University. Larry is skilled in Linux platforms and is a Zend-certified
PHP 5 developer. He is an active Drupal core contributor, member of the Drupal Association Board
of Directors, and the database system maintainer for Drupal 7. He is experienced in Javascript, PHP,
and SQL (especially MySQL).
Colleen Carroll is a Senior Front-End Developer and team lead. Colleen has a BA in Studio Art
and a BA in Management Information Systems (Business) from St. Xavier University. She has
worked on projects for Palantir clients that include the Art Institute of Chicago, the Indianapolis
Museum of Art, and Washington University in St. Louis. She provides CMS consultation and project
management as well as development, integration, and training services.
Ken Rickard is a Senior Engineer and team lead at Palantir who built his first web site in 1995 while
teaching at the University of Arkansas. Ken has helped develop corporate online strategies and
served on the planning and development teams for some of the first newspaper sites built with
Drupal. Ken is a member of the PBS Engage Social Media Advisory Board, and a frequent speaker
on how open source software can enable online social media engagement. Ken has experience
performing Drupal data integrations and site migrations for Palantir clients such as the Council
on Foreign Relations and the University of Chicago Law School. Ken provides consultation,
architecture, programming, and training services.
Response to Request for Proposal #3029-10 - Maricopa County Community College District Appendix A: Team
Matt Farina is a Senior Engineer, Front-End Developer and team lead at Palantir with a wide range of
experience developing Drupal sites for nonprofit organizations. He wrote his first computer program
in 5th grade, and has a BS in Electrical Engineering from Michigan State University. Matt has worked
on projects for Palantir clients such as Red Hat and the Marine Corps Association. He provides
consultation, development, and programming services.
Robin Barre is a Senior Engineer and team lead at Palantir who has experience building Drupal-
based Web sites both for large international organziations such as Amnesty International and
WITNESS and for local community organizations such as homeless outreach centers and several
animal care and control groups. Robin provides consultation, development, and programming
services.
Arthur Foelsche is a Senior Engineer and team lead who has been an active member of the Drupal
community for many years, specializing in video and multimedia integration. He has worked on
social media sites for several high-profile citizen journalism and advocacy organizations helping to
bring people together in support of various social and political causes. Arthur provides consultation,
development, and programming services.
John Wilkins is a Senior Front-End Developer and Engineer at Palantir. He has a BS in Computer
Science from the University of Illinois, Urbana-Champaign, where he developed his first Web site
in 1994. John has extensive HTML, PHP, Perl, and Javascript knowledge and is the maintainer of
the popular Zen theme for Drupal. John has worked on projects for Palantir clients such as the
University of Chicago Law School, the Herron School of Art and Design at Indiana Unversity-Purdue
University, and Washington University in St. Louis. John provides Drupal theming, programming,
and customization services.
Dave Reid is one of Palantir’s Senior Engineers. Dave is an experienced Drupal developer and
community member. In addition to maintaining numerous modules, he is also one of the leading
contributors to Drupal 7. Dave is an active member of the Drupal security team, and helps to
maintain the drupal.org website and code repository. Dave provides consultation, development, and
programming services.
Bec White is an Engineer at Palantir who has long been using her Drupal prowess to give back
to the community. She has helped develop sites for numerous nonprofit and social justice
organizations and has extensive experience integrating geolocation services with Drupal. Bec
provides programming and development services.
Bevan Rudge is a Senior Front-end Developer at Palantir who specializes in Drupal theming,
Javascript, and module development, A permanent member of the Drupal Association and a
passionate open source advocate, Bevan is also active in organizing Drupal events in his native New
Zealand. Bevan provides front-end development and integration services.
Greg Leroux is one of Palantir’s Front-End Developers. He has a BA in Computer Graphics
Technology from Purdue University. Greg has several years of experience as a Web developer,
having served as the online editor and Web developer for the Exponent newspaper in West
Lafayette. At Palantir, Greg has worked on projects for the Council on Foreign Relations, the Chciago
Architecture Foundation, and Washington University in St. Louis, among numerous others. Greg
provides development and integration services.
Response to Request for Proposal #3029-10 - Maricopa County Community College District Appendix A: Team
Nate Striedinger is one of Palantir’s Front-End Developers. He has a BS in Computer Science from
Northeastern Illinois University. Nate has years of Web development experience both as an in-house
and external consultant. Nate has worked on projects for Palantir clients including Turner Sports
Interactive, the Marine Corps Association, and Washington University in St. Louis. Nate provides
development and integration services.
Brad Nowak is a strategist at Palantir. He has a BFA in Art and Technology Studies from the
School of the Art Institute of Chicago. Prior to working at Palantir, Brad was responsible for
the management of both the daily operations and projects of the Technical Support Services
department and its staff at the Art Institute of Chicago.
Amy O’Malley is a project manager at Palantir. Amy joined the Palantir team from frog design,
inc., where she was responsible for managing innovative software design and development
programs. She has over 7 years of program management experience, and over 5 years of software
development, and process management experience. Amy has a BS in Business Education from
Illinois State University.
April Peck is a project manager with extensive experience managing both client relationships
as well as end-to-end Web design and development projects. In addition to her Web industry
experience, she also has experience coordinating data production and analysis for nonprofit fund-
raising and development. April is a graduate of the University of Pittsburgh.
Michael Mesker has a BFA in Graphic Design from University of Illinois at Urbana-Champaign.
Michael has years of work managing interactive projects from concept through production for
clients such as AIDS Foundation of Chicago, Chicago Public Radio, Old Town School of Folk Music. At
Palantir he has worked on projects for clients such as Interlochen Center for the Arts and Chicago
Architecture Foundation. Michael provides design strategy and wireframing services.
Evan Clossin has extensive writing and editorial experience. He has done editorial work for
Metromix, The Onion, and UR Magazine. Evan has also written copy for The Land of Nod. He has
a BA in English from Indiana University. Evan provides administrative documentation and content
proliferation services.
Dana DeMet comes to Palantir from Teach for America, where he spent two years teaching 8th-
grade Math and English in a North Carolina middle school. As a Teach for America alumnus, he
helped train new Corps members and prepare them for the experience of teaching public school
students in underprivileged communities. Dana is a graduate of the University of Wisconsin-
Madison, where he majored in Journalism and Mass Communication. At Palantir, he helps provide
in-house logistics, administration and organization.
Response to Request for Proposal #3029-10 - Maricopa County Community College District Appendix B: Terms & Conditions
CLIENT’S OBLIGATIONS
Client will appoint a representative with full authority to provide or obtain any necessary
information and approvals that may be required by Palantir. This representative shall be responsible
for coordination of briefing, review, and the decision-making process with respect to persons other
than Palantir.
TERMS AND CONDITIONS
1. This document sets forth the entire agreement between Client and Palantir with respect to its
subject matter and supersedes all prior agreements between the parties with respect to its
subject matter. Any changes to this agreement must be in writing signed by both parties.
2. The validity, construction, and effect of this agreement shall be governed by the applicable laws
of the United States and the laws of the State of Illinois, without reference to its rules governing
conflicts of law or choice of law. Any dispute arising from or in connection with this agreement
shall be subject to the exclusive jurisdiction of the United States District Court for the Northern
District of Illinois, or, if such court lacks subject matter jurisdiction, the Circuit Court of Cook
County, Illinois. Further, Palantir and Client consent to exclusive personal and subject matter
jurisdiction in such courts and waive any claim that either of such courts is not a convenient
forum.
3. Unless otherwise provided in a related addendum, (a) each party’s maximum liability to
the other party with respect to the transactions under this agreement, regardless of the
form of action, shall be limited to an amount equal to the fees actually paid by Client under
this agreement, and (b) neither party shall be liable to the other party for incidental or
consequential damages, including the loss of revenue or profits, regardless of whether either
party was advised of the possibility of such losses in advance. Palantir expressly disclaims all
warranties, express or implied, including without limitation, warranties of title, merchantability
and fitness for a particular purpose.
4. In performing the work, duties and obligations outlined in this agreement, it is understood
and agreed that Palantir and its employees and agents are at all times acting and performing
as independent contractors. Therefore, the parties agree and understand that Client is not
responsible in any way for any employment-related benefits for Palantir or any of its employees
and agents, including without limitation employment-related taxes and insurance.
5. Palantir shall perform services under this agreement in accordance with the directions of the
Client project representative and in accordance with applicable Client policies and standards.
In order to permit Palantir to perform its services under this agreement, Client agrees to allow
Palantir the right to enter its website, access its database and/or copy code, content or other
Appendix B: Terms and Conditions
Response to Request for Proposal #3029-10 - Maricopa County Community College District Appendix B: Terms & Conditions
information as necessary solely for the purposes of providing the on-going services to Client
required by this agreement.
6. During the term of this agreement and for one (1) year subsequent thereto, neither party
shall, without the other party’s prior written approval, knowingly solicit for employment any
employee of the other party. The foregoing provision will not prohibit a general solicitation
of employment in the ordinary course of business or prevent either party from employing any
employee who contacts such party without any direct or indirect solicitation or encouragement
from such party.
7. Neither Palantir nor Client shall assign any of its rights or delegate any of its duties under this
agreement without the prior written consent of the other party.
8. Any waiver, express or implied, by either party of any breach of one or more of the terms of
this agreement shall not be deemed a waiver of any other term or condition, or assent to
continuation of such breach.
9. Work will proceed on a time and materials basis with Palantir issuing progress reports monthly.
Both parties recognize that the scope of the project may evolve during the course of its
execution.
10. Palantir will invoice 10% of project fee upon execution of this agreement. Fees will be invoiced
monthly throughout the course of the project. Payment of any undisputed amounts to Palantir
shall be subject to Client review (see Section 11, below) and will be made within thirty (30) days
of receipt of invoice. Reimbursable costs including travel, messengers, reproductions, postage,
prototypes, and long distance telephone charges will be billed separately at cost.
11. Client shall – upon the completion and launch of each site covered under the scope of this
agreement – have seven (7) days to review and establish that the Service(s) has been delivered
according to the terms of this agreement. At or before the end of that time, Client agrees to
notify Palantir in writing or via email either (a) of acceptance of the final Service(s) or (b), of any
Service Deficiency Errors that must be corrected prior to acceptance of the final Service.
12. If Client is unable to establish that Service(s) has been delivered according to the terms of the
agreement, Client review will restart, with a full seven (7) days, once the Service Deficiency has
been remedied to Client satisfaction. If necessary, the process will repeat, until acceptance is
achieved. In no situation shall review take longer than 21 days cumulatively. If acceptance is not
achieved in 21 days Client may seek a full refund of all related monies paid to Palantir to date for
that specific Service. Alternatively, Client may, it its sole discretion, accept the service “as-is.”
13. Neither Client nor Palantir shall be responsible for failure or delay of performance if caused
by: an act of war, hostility or sabotage; act of God; electrical, internet, or telecommunication
outage that is not caused by the obligated party; government restrictions (including the denial
or cancellation of any export or other license); or other event outside the reasonable control of
the obligated party. Both Client and Palantir will use reasonable efforts to mitigate the effect of
a force majeure event. If such event continues for more than 90 days, either party may cancel
unperformed services upon written notice. This section does not excuse either party’s obligation
to take reasonable steps to follow its normal disaster recovery procedure.
Response to Request for Proposal #3029-10 - Maricopa County Community College District Appendix B: Terms & Conditions
14. Upon payment for services, Client will have a perpetual, non-exclusive, royalty-free license to
use for its business operations anything developed by Palantir and delivered to Client under this
agreement. Palantir-developed custom code is licensed under the GPL v2 (http://www.gnu.org/
licenses/gpl-2.0.html).
15. Palantir retains ownership of the copyright and patents to all custom code developed under this
agreement as well as its trademarks. Custom code will be identified in the final provided source
code by the Palantir copyright statement. Upon payment for services Client will have copyright
to the final design and all site content.
16. Client warrants that any content, designs, photographs, other textual or electronic material that
it provides to Palantir is original, in the public domain or that Client is otherwise authorized to
use and publish such material. Client further warrants that there are no pending or threatened
infringement claims based on such material. Client agrees to indemnify and hold Palantir, it
affiliates, subsidiaries trustees, officers, directors, employees, and agents, past and present,
harmless against any clime, suit, loss, liability and/or expense, including reasonable attorney’s
fees, arising out of or relating to any breach of the above-mentioned warranties.
17. Client and Palantir agree to disclose only that Confidential Information that is required for the
performance of obligations under the Agreement. For purposes of this Agreement, the term
“Confidential Information” means all information which is not generally known and which: (i)
is obtained by Palantir from Client or from any agent of Client, or which is learned, discovered,
developed, conceived, originated, or prepared by Palantir during the term of this agreement
with client and (ii) relates directly to the business or assets of client and which otherwise
would not have been discoverable. The term “Confidential Information” shall include, but shall
not be limited to: inventions, discoveries, trade secrets, know-how, computer software codes,
designs, routines, algorithms, structures, and product information; research and development
information; lists of clients and other information relating thereto; financial data and
information; business plans, processes, and methodologies; and any other information regarding
client which client informs Palantir, or which Palantir should know by virtue of this agreement is
to be kept confidential.
18. Nothing in this agreement will be construed to preclude either party from developing, using,
marketing, licensing, and/or selling any services or software developed without reference to the
other party’s Confidential Information.
19. Palantir warrants that any intellectual property created for Client under this agreement is
original and that Palantir owns or is otherwise authorized to transfer any intellectual property
rights licensed to Client herein. Palantir further warrants that there are no pending or
threatened infringement claims based on such materials. Palantir agrees to indemnify and hold
Client, its affiliates, subsidiaries, trustees, officers, directors, employees, and agents, past and
present, harmless against any claim, suit, loss, liability and/or expense, including reasonable
attorney’s fees, arising out of or relating to any breach of the above-mentioned warranties.
15
8. Pricing Schedule The undersigned has read and understands all conditions and terms of RFP 3029-10, is authorized to submit this proposal on behalf of the company, and hereby offers to perform the services for the pricing indicated below: 8.1 Services as requested in this RFP: Note: Multiple lines provided below if hourly rates differ based on type of service being performed. Type of Service ___________ Hourly Rate ____________ Type of Service ___________ Hourly Rate ____________ Type of Service ___________ Hourly Rate ____________ 8.2 Prompt Payment Discount: ___________
Other required services/fees, if any, not specifically requested in the RFP (list below) $_________________ $_________________ $_________________ $_________________ Costs/Fees listed above shall include all overhead and profit. No billing will be accepted that shows any other costs than those listed above. This includes, but is not limited to, travel, any out-of-pocket costs, meetings, secretarial, printing, delivery, rent, phone calls, postage, overnight mail service, accounting, fuel charges, office supplies, etc. You may submit a more detailed pricing schedule in lieu of the above as an attachment to this page, but the next page must be completed, signed and included with your proposal.
16
9. Signature Page Pursuant to Arizona Revised Statutes 35-391.06 & 35.393.06, proposer certifies that it does not have a scrutinized business operation in either Sudan or Iran. SIGNATURE ___________________________________________________ PRINTED NAME ______________________________________________ TITLE _________________________________________________________ COMPANY ____________________________________________________ ADDRESS ____________________________________________________ CITY, STATE, ZIP _____________________________________________ TELEPHONE __________________________________________________ FAX NUMBER _________________________________________________ E-MAIL _______________________________________________________ Is your firm a: ( ) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture * If a corporation, answer the following:
(a) Where incorporated:________________________________________________ (b) Date incorporated:__________________________________________________ (c) Have your Articles ever been suspended or revoked? ( ) Yes ( ) No
If yes, when, for what reason, and when were they reinstated:
Has your firm or its parent or subsidiaries ever been debarred or suspended from providing any goods or services to the Federal Government or other public entities? If yes, when, for what reason, and when were they reinstated:
18
ATTACHMENT B
BIDDER'S STATEMENT
Interested Bidders are asked to review and provide, as completely and accurately as possible, a written response on each applicable section below: TYPE OF BUSINESS ORGANIZATION Please check the appropriate box(es). The Bidder represents that it operates as: ______ A CORPORATION incorporated under the laws of the State of ______ An INDIVIDUAL ______ A PARTNERSHIP ______ A NON-PROFIT ORGANIZATION ______ A JOINT VENTURE Federal Employer Identification Number: PARENT COMPANY and IDENTIFYING DATA A "parent" company, for the purposes of this provision, is one that owns or controls the activities and basic business policies of the Bidder. To own the Bidding company means that the "parent" company must own more than 50 percent of the voting rights in that company. A company may control a Bidder as a "parent" even though not meeting the requirements for such ownership if the "parent" company is able to formulate, determine or veto basic policy decisions of the Bidder through the use of dominant minority voting rights, use of proxy voting or otherwise. The Bidder: ______ IS _____ IS NOT owned or controlled by a "parent" company. If the Bidder IS owned or controlled by a "parent" company, Bidder shall provide the name, address, phone and fax numbers, and Federal I.D. No. of the company.
19
ATTACHMENT B
BIDDER'S STATEMENT (continued)
BIDDER REFERENCES
Private Business Contracts MCCCD requires a minimum of three (3) current and local references for which you are providing same or similar products and services specified herein. Please indicate below the businesses for which you have provided such during the past two (2) years: 1. Company Name: Address: Phone #: Fax #: Contact Person: Contract Period: From: To: Describe Services: 2. Company Name: Address: Phone #: Fax #: Contact Person: Contract Period: From: To: Describe Services: 3. Company Name: Address: Phone #: Fax #: Contact Person: Contract Period: From: To: Describe Services:
20
ATTACHMENT B
BIDDER REFERENCES (continued) Federal, State or Other Political Subdivision Contracts MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered herein: 1. Company Name: Address: Phone #: Fax #: Contact Person: Contract Period: From: To: Describe Services: 2. Company Name: Address: Phone #: Fax #: Contact Person: Contract Period: From: To: Describe Services: 3. Company Name: Address: Phone #: Fax #: Contact Person: Contract Period: From: To: Describe Services:
21
ATTACHMENT B
BIDDER'S STATEMENT (continued)
ADDITIONAL BUSINESS INFORMATION
Standard Business Hours 1. Days of week available for services: 2. Business hours of operation: 3. On-call/Emergency service hours: Phone Number(s): Web Address: FAX Number: General Information 4. Business License Number: 5. Number of years in business under current name: 6. Number of offices in the State of Arizona: 7. Business Classification (check applicable category) Minority Owned Business (MBE) Woman Owned Business (WBE) Does your firm hold this certification from any other agencies or companies? No: Yes: With Whom?
22
ATTACHMENT B
ADDITIONAL BUSINESS INFORMATION (continued)
8. Name and address of office assigned to handle the MCCCD account: 9. Account Manager Information: Name: Phone: Pager: 10. Contractors License Number(s): TYPE NUMBER 11. Do you ever sub-contract any of your services? NO YES If YES, which services?: ATTACH ADDITIONAL SHEETS IF NECESSARY TO FURTHER DE SCRIBE THE EXPERIENCE AND QUALIFICATIONS OF YOUR FIRM FOR PROV IDING THE PRODUCTS/SERVICES UNDER THE CONTRACT.
23
ATTACHMENT C
MCCCD STUDENT INFORMATION SYSTEM NON-DISCLOSURE AGREEMENT ____________________________ Name ____________________________ Date ________________________________________________________ Job Title ________________________________________________________ Company Name I, _______________________________________________, agree that when given access to the Maricopa County Community College District Student Information System (SIS) database or file, I will not reveal or attempt to reveal any individually identifiable information furnished, acquired, retrieved, or assembled by me in connection with the SIS database for any purpose; I will not disclose to the public or otherwise, information from which a student’s records could be identified; I will not permit any other person to use a SIS account or password; I will not attempt to identify individual students in the SIS database by joining that data with other data available to me; I will ensure that information extracted from the SIS database is safeguarded and stored in a location and medium not accessible to anyone else but a MCCCD authorized person; I will report any loss or breach of security to the MCCCD Purchasing Office (Attn: Ren Carlson / 480-731-8519) immediately; I have read and agree to be bound by the Non-Disclosure Agreement between Maricopa County Community College District and my Company. ________________________________________________________ Signature / Date ________________________________________________________ Company Name