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COOK COUNTY GOVERNMENT Office of the Chief Procurement Officer Request for Proposal (RFP) No. 1390-13069 for Cook County Website Implementation, Branding, and Governance Issued on October 16, 2013 Proposals must be delivered to: Office of the Chief Procurement Officer 118 N. Clark Street, Room 1018 Chicago, IL 60602 Attention: Shannon E. Andrews, Chief Procurement Officer Proposals are due no later than 3 p.m. Central Standard Time on Friday, December 13, 2013 There will be a pre-proposal conference Wednesday, October 30, 2013 at 2 p.m. at 118 N. Clark Street, Bid Room 1018 Chicago, IL 60602Chicago, IL 60602 Questions regarding the RFP should be directed to: Tangela Malloy, Senior Contract Negotiator 312 603-6827 (office); 312-603-3179 (fax), [email protected] ___________________________________________________________________________________ Toni Preckwinkle Shannon E. Andrews Cook County Board President Chief Procurement Officer ___________________________________________________________________________________

Request for Proposal (RFP) No. 1390-13069 for Cook County Website Implementation, Branding, and Governance

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In order to achieve the objective of improving service delivery to Cook County residents, the Bureau of Technology, through the Office of the Chief Procurement Officer (“Procurement”), is issuing this Cook County Website Implementation, Branding, and Governance (RFP). The purpose of this RFP is to provide adequate background, knowledge and scope for Proposers to propose a solution that meets the described requirements in alignment with website implementation best practices. The County intends to award one contract for up to five (5) years with two (2) 2-year-extension options. The length of the contract and renewal options are intended to provide long term support and maintenance. Upon successfully completing this initiative the County expects to meet the following business goals and objectives: a. Define an effective website communications and service delivery strategy; b. Define website communications and service delivery governance; c. Improve service delivery; d. Communicate services effectively; e. Increase website use by Cook County residents and other external users (community); f. Implement innovative ideas to leverage existing paper forms and content; g. Implement innovative ideas to gradually reduce physical mailing costs; h. Protect private information; i. Increase two-way communication with the community; j. Apply all applicable data security standards.

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Page 1: Request for Proposal (RFP) No. 1390-13069 for Cook County Website Implementation, Branding, and Governance

COOK COUNTY GOVERNMENT

Office of the Chief Procurement Officer

Request for Proposal

(RFP) No. 1390-13069

for

Cook County Website Implementation, Branding, and Governance

Issued on

October 16, 2013

Proposals must be delivered to: Office of the Chief Procurement Officer

118 N. Clark Street, Room 1018 Chicago, IL 60602 Attention: Shannon E. Andrews, Chief Procurement Officer

Proposals are due no later than 3 p.m. Central Standard Time on Friday, December 13, 2013 There will be a pre-proposal conference Wednesday, October 30, 2013 at 2 p.m. at

118 N. Clark Street, Bid Room 1018 Chicago, IL 60602Chicago, IL 60602 Questions regarding the RFP should be directed to:

Tangela Malloy, Senior Contract Negotiator 312 603-6827 (office); 312-603-3179 (fax), [email protected]

___________________________________________________________________________________ Toni Preckwinkle Shannon E. Andrews Cook County Board President Chief Procurement Officer ___________________________________________________________________________________

Page 2: Request for Proposal (RFP) No. 1390-13069 for Cook County Website Implementation, Branding, and Governance

Table of Contents 1. Introduction ............................................................................................................................................. 6

1.1 Background ...................................................................................................................................... 6

1.2 Business Goals and Objectives ......................................................................................................... 6

1.3 Schedule ........................................................................................................................................... 7

2. Current State ............................................................................................................................................ 7

2.1 Websites Existing Inventory Types .................................................................................................. 7

2.2 Website Content Inventory .............................................................................................................. 8

2.3 Technical Environment .................................................................................................................. 23

2.3.1 Network Infrastructure .......................................................................................................... 24

2.3.2 Remote Security ..................................................................................................................... 25

3. Scope ...................................................................................................................................................... 25

3.1 Proposed Project Approach and Implementation Methodology .................................................. 25

3.1.1 Overview of the Implementation Methodology .................................................................... 31

3.1.2 Project Plan and Timeline ...................................................................................................... 32

3.1.3 Assessment and Change Management Approach ................................................................. 32

3.1.4 Requirements Validation and Design ..................................................................................... 32

3.1.5 System Set up and Configuration ........................................................................................... 36

3.1.6 Quality Assurance (QA) .......................................................................................................... 36

3.1.7 Knowledge Transfer, Training and Transition (Cutover) ........................................................ 37

3.1.8 Support and Maintenance ..................................................................................................... 38

3.1.9 Contract Performance Review and Acceptance .................................................................... 38

3.2 Proposed System Solution ............................................................................................................. 25

3.2.1 Website Solution Overview .................................................................................................... 26

3.2.2 Software Capabilities ............................................................................................................. 26

3.2.3 Hardware Environment .......................................................................................................... 27

3.2.4 Integration ............................................................................................................................. 27

3.2.5 Data and Content Migration .................................................................................................. 27

3.2.6 Hosting ................................................................................................................................... 27

3.2.7 Backup and Recovery ............................................................................................................. 27

3.2.8 System Security ...................................................................................................................... 28

3.2.9 Incident Response .................................................................................................................. 28

3.2.10 Data Ownership, Retention, .................................................................................................. 29

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3.2.11 Intellectual Property .............................................................................................................. 29

3.2.12 Cook County Data .................................................................................................................. 30

3.2.13 Data Security and Compliance ............................................................................................... 30

3.2.14 Development and Configuration Practices ............................................................................ 31

3.2.15 Proposer Prototype ................................................................................................................ 31

4. Required Proposal Content .................................................................................................................... 40

4.1 Cover letter .................................................................................................................................... 40

4.2 Executive Summary ........................................................................................................................ 40

4.3 Proposed Project Approach and Implementation Methodology .................................................. 40

4.4 System Solution ............................................................................................................................. 40

4.5 Qualifications of the Proposer ....................................................................................................... 40

4.6 Subcontracting or teaming and MBE/WBE Participation .............................................................. 41

4.7 Key Personnel................................................................................................................................. 42

4.8 Economic Disclosure Statement .................................................................................................... 42

4.9 Financial Status .............................................................................................................................. 42

4.10 Legal Actions .................................................................................................................................. 42

4.11 Conflict of Interest ......................................................................................................................... 42

4.12 Insurance Requirements ................................................................................................................ 42

4.13 Pricing Proposal.............................................................................................................................. 45

4.14 Contract.......................................................................................................................................... 45

4.15 Other .............................................................................................................................................. 45

5. Evaluation and Selection Process .......................................................................................................... 46

5.1 Responsiveness Review ................................................................................................................. 46

5.2 Acceptance of Proposals ................................................................................................................ 46

5.3 Evaluation Process ......................................................................................................................... 46

5.4 Right to Inspect .............................................................................................................................. 46

5.5 Best and Final Offer........................................................................................................................ 46

5.6 Selection Process ........................................................................................................................... 46

6. Evaluation Criteria .................................................................................................................................. 47

6.1 Responsiveness of Proposal ........................................................................................................... 47

6.2 Technical Proposal ......................................................................................................................... 47

6.3 Reasonableness of Overall Price .................................................................................................... 48

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6.4 Other Qualitative Criteria .............................................................................................................. 48

7. Submittal Requirements ........................................................................................................................ 48

7.1 Number of Copies .......................................................................................................................... 48

7.2 Time for submission ....................................................................................................................... 48

7.3 Format ............................................................................................................................................ 48

7.4 Complete submission ..................................................................................................................... 48

7.5 Packaging and Labeling .................................................................................................................. 48

7.6 Timely delivery of Proposals .......................................................................................................... 49

7.7 Late Proposals ................................................................................................................................ 49

7.8 Schedule of Revisions to RFP Schedule .......................................................................................... 49

8. Instructions to Proposers ....................................................................................................................... 49

8.1 Instructions .................................................................................................................................... 49

8.2 Availability of Documents .............................................................................................................. 49

8.3 Pre-proposal Conference ............................................................................................................... 50

8.4 Special Access to the Pre-Proposal Conference (As applicable) .................................................... 50

8.5 Clarifications .................................................................................................................................. 50

8.6 Delivery of Proposal Package ......................................................................................................... 50

8.7 Uniformity ...................................................................................................................................... 51

8.8 Proposal Material ........................................................................................................................... 51

8.9 Addenda ......................................................................................................................................... 51

8.10 Proposer’s Responsibility for Services Proposed ........................................................................... 51

8.11 Errors and Omissions ..................................................................................................................... 51

8.12 RFP Interpretation .......................................................................................................................... 52

8.13 Confidentiality and Response Cost and Ownership ....................................................................... 52

8.14 Use of Subcontractors .................................................................................................................... 52

8.15 MBE/WBE Participation Goals ....................................................................................................... 52

8.16 Proposer’s Disclosure and Conflict of Interest ............................................................................... 52

8.17 Cook County RFP Form................................................................................................................... 53

8.18 Pricing ............................................................................................................................................. 53

8.19 Period of Firm Proposal ................................................................................................................. 53

8.20 Awards ........................................................................................................................................... 53

8.21 Cook County Rights ........................................................................................................................ 53

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8.22 Alteration/Modification of Original Documents ............................................................................ 53

8.23 Recycling ........................................................................................................................................ 54

Appendix I (System Requirements Matrix) .................................................................................................... 54

Appendix II - Quick Payment Discounts ......................................................................................................... 54

Appendix III (Cook County Sample Contract Terms and Conditions) ............................................................ 55

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1. Introduction

1.1 Background Cook County (“County”) is an urban county in the upper northeastern section of the State of Illinois that

contains more than 800 local governmental units within its boundaries. With a population of

approximately 5.3 million people, it is the second most populous county in the nation and the 19th largest

government in the United States (2005 census statistics).

To service its population, the County currently runs multiple websites with various degrees of complexity

and functionality, as well as multiple in-person or walk-in help desks. The Bureau of Technology (BOT)

supports the main County website (www.cookcountyil.gov).

The main website publishes content for the Offices under the President (Offices Under the President) and

provides links to other County Government Agencies. These County Government Agencies have

independently implemented their own websites. A complete list of Agencies is available at

http://www.cookcountygov.com/portal/server.pt/community/county_agencies/317.

1.2 Business Goals and Objectives

In order to achieve the objective of improving service delivery to Cook County residents, the Bureau of

Technology, through the Office of the Chief Procurement Officer (“Procurement”), is issuing this Cook

County Website Implementation, Branding, and Governance (RFP). The purpose of this RFP is to provide

adequate background, knowledge and scope for Proposers to propose a solution that meets the

described requirements in alignment with website implementation best practices. The County intends to

award one contract for up to five (5) years with two (2) 2-year-extension options. The length of the

contract and renewal options are intended to provide long term support and maintenance. Upon

successfully completing this initiative the County expects to meet the following business goals and

objectives:

a. Define an effective website communications and service delivery strategy;

b. Define website communications and service delivery governance;

c. Improve service delivery;

d. Communicate services effectively;

e. Increase website use by Cook County residents and other external users (community);

f. Implement innovative ideas to leverage existing paper forms and content;

g. Implement innovative ideas to gradually reduce physical mailing costs;

h. Protect private information;

i. Increase two-way communication with the community;

j. Apply all applicable data security standards.

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1.3 Schedule The County anticipates the following Schedule:

Activity Estimated Date

A. RFP posted to the website October 16, 2013

B. Pre-Proposal Conference October 30, 2013

C. Proposer Inquiry Deadline November 01, 2013

D. Response to Inquiries (tentative) November 08, 2013

E. Proposal Due Date December 13, 2013

F. Proposer Demonstration (tentative) Week of Jan 13, 2013

2. Current State

The Bureau of Technology (BOT) oversees and manages the main Cook County website and the sub-sites

related to the Offices Under-the-President (OUTP). The main website, OUTP sub-websites, the Board of

Review (BOR) website, and related informational pages for all County agencies are in-scope for this RFP.

See the Content inventory Table for detail in-scope pages. Agencies run by Elected Officials1 have their

own independently funded and maintained websites, and the main County website simply provides

general information (informational pages) and a link to these independent Agency websites. These

external websites are out of scope, unless otherwise noted.

The BOR website is in scope and hosted by the BOT. The main County website is currently divided in two

separate platforms.

The first website was implemented approximately 10 years ago on the Aqualogic platform and is currently

hosted by a third party.

The second website was implemented in recent years on the WordPress platform to incorporate social

media and address usability constraints. This site is also known as “the blog,” because it started as a blog

and provided Press Releases by the President’s Office, but it eventually included websites and content

from other OUTP and thus, some sites are redundant with the Aqualogic content. The main County URL

(http://home.cookcountyil.gov) currently routes users to the WordPress site, effectively making it the

landing page. However, as users navigate and start to dive deep into “Agencies” and their services, most

will eventually land on Aqualogic pages, and vice versa.

2.1 Websites Existing Inventory Types

Users of all, BOR, WordPress, and the Aqualogic websites mainly post “standard” content:

1 Examples of Agencies managed by Elected Officials include but are not limited to the Clerk of the Circuit Court, the

County Clerk, Cook County Sheriff, Assessor, Treasurer, etc.

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1. Text;

2. Links;

3. Documents (mostly PDFs and MS Word);

4. Pictures;

Some other content producers (a limited number) also post the following “special” content:

A. Videos – embedded and mostly hosted on YouTube;

B. Social media feeds or interaction;

a. Comments (WordPress).

C. Blog pages (WordPress);

D. Login/Registration (WordPress)

E. Mobile Emulator - (WordPress Touch, for smartphones only).

F. Pages for applications residing in a local server or hosted by a third party. This includes

database searches;

Note that all departments with a WordPress site also have an Aqualogic site.

2.2 Website Content Inventory

1. Below is a list of sites and pages in the Content Management System (CMS)/Aqualogic website. 2. All sites and pages have standard content, except where noted. 3. All content in the sites and pages listed below are considered in-scope unless otherwise noted. 4. Some sites and pages have both CMS and WordPress (WP) presence. 5. All WordPress content is in scope for consolidation and implementation. 6. Reference Pages are single pages that serve only to provide information content and redirect links

to external sites. 7. All “Reference Pages/information pages” are in-scope for vendor recommendation. 8. External websites, redirected from reference pages, are out of scope unless otherwise noted. 9. “Vanity URLs” are redirects that have been created and should be considered in-scope for vendor

recommendation to ensure continued connection to these URLs. 10. Links to all the sites/pages listed below can be found at

http://www.cookcountygov.com/portal/server.pt/community/home/223/sitemap

Site/Pages Non-Standard Items and

Clarifications

URLs to external sites or applications

Office of the President WP Presence WordPress Version

1. Embedded Video 2. Search 3. Embedded Social Media:

a. Twitter Appliance b. Facebook Appliance c. Google Translate Appliance

4. News Comments (Registration)

Office of the President

Offices Under the President

Press Room

FOIA

Transition Report

Budget Summary

President's Calendar

Make Cook County More

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Efficient Mobile Emulator

Boards and Commissions WP presence only. http://home.cookcountyil.gov/volunte

er-serve/

Administration, Bureau of

Administration, Bureau of

Administrative Hearings

Administrative Hearings Link out to separate site

but the content in this

website is in scope for

consolidation with the

main website.

http://www.cookcountyildoah.org/

Adoption & Child Custody

Advocacy

Adoption & Child Custody

Advocacy

Ambulatory and Community

Health Network

Ambulatory & Community

Health Network

Reference Page

Links out to separate site

http://www.cookcountyhhs.org/ or

http://cookcountyhealth.net

Network Health Centers

School-Based Health Centers

Animal & Rabies Control

Animal & Rabies Control

Assessor, Office of the

Assessor, Office of the Reference Page

Links out to separate site

http://www.cookcountyassessor.com/

Auditor, Office of the

Auditor, Office of the

Audit Resources

Board of Ethics

Ethics, Board Of

Board Meetings & Members

Ordinances, Regulations &

Guides

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Request for Advisory Opinion

or Investigation

Board of Review

Board of Review Reference Page

Links out to separate site

http://www.cookcountyboardofreview.

com/

Budget and Management

Services, Department of

Budget and Management

Services, Department of

WP Presence – that’s all,

right?

http://home.cookcountyil.gov/budget/

(and http://cookcountyil.gov/budget/ -

this redirects to url above)

Archive

Building and Zoning Vanity URL http://cookcountyil.gov/buildingzonin

g

Building and Zoning Link out to applications site

WordPress Presence

http://blog.cookcountyil.gov/economic

development/ (committocook.com –

Economic Development blog site)

Ordinances and Codes

Fees

Permit Requirements

Building Permits Link to application https://secure.cookcountyil.gov/b_z/in

dex.php

Contractor Registration Link to application https://secure.cookcountyil.gov/b_z/co

ntractors_info.php

Zoning Classifications Link to application https://secure.cookcountyil.gov/b_z/zo

ning_info.php

Vacant Building Ordinance Link to application http://vbo.cookcountyil.gov/O1022/

Capital Planning and Policy,

Office of

Capital Planning and Policy,

Office of

Construction in Action

Countywide Capital Project

Overview

New Construction Projects

Energy Initiatives

Working with the Office of

Capital Planning and Policy

Cermak Health Services

Cermak Health Services Reference Page

Links out to separate site

http://www.cookcountyhealth.net/

Chief Judge, Office of the

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Chief Judge, Office of the Reference Page

Links out to separate site

http://www.cookcountycourt.org/

Clerk of Cook County

Clerk of Cook County Reference Page

Links out to separate site

http://www.cookcountyclerk.com/

Clerk of the Circuit Court of Cook

County

Clerk of the Circuit Court of

Cook County

Reference Page

Links out to separate site

http://www.cookcountyclerkofcourt.or

g/

Comptroller, Office of the

Office of the Comptroller

Contract Compliance, Office of Vanity URL http://cookcountyil.gov/contractcomp

liance

Supplier Diversity

MBE/WBE/VBE Certification

Contracting Opportunities

Vendor Assistance

Contract Documents

MBE/WBE/VBE Directory Link out to application site https://cookcounty.diversitycomplianc

e.com/directory.asp

Cook County Works Vanity URL – Out of scope http://cookcountyil.gov/CountyWorks

Cook County Works Out of scope

Director's Biography Out of scope

Workforce Investment Board Out of scope

Cook County Works Team Out of scope

One Stop Centers & Providers Out of scope

Careers/Jobs/Workshops Out of scope

Latest News Out of scope

Testimonies/Success Stories Out of scope

Photo Gallery Out of scope

Archive Out of scope

CORE Center, Ruth M. Rothstein

CORE Center, Ruth M.

Rothstein

Reference Page

Links out to separate site

http://www.cookcountyhealth.net/

http://corecenter.org (redirect to

same site as above)

Department of Transportation

and Highways

Vanity URL http://cookcountyil.gov/highway

Department of

Transportation and Highways

Project Maps link

Payments Link

http://cookviewer1.cookcountyil.gov/js

viewer/hwy/project.html

https://paymentsolutions.lexisnexis.co

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m/il/co/cook/revenue/highway

Maintenance District Offices

Permits Ordinance link

Payments Link

Municode

https://paymentsolutions.lexisnexis.co

m/il/co/cook/revenue/highway

System Maps

DUI Memorial Program

Economic Development, Bureau

of

Vanity URL http://cookcountyil.gov/EconomicDev

elopment

Bureau of Economic

Development

Related WP blog site

WP content

WordPress Version:

1. Embedded Video 2. Embedded Social Media:

a. Google Translate Appliance 3. Mobile Emulator 4. Blog 5. Embedded applications (listed on

the blog)

Also:

http://survey.constantcontact.com/sur

vey/a07e4zt4hxqgtcyt3th/start

Maps & Data Link to data site http://data.cookcountyil.gov/

Archive

Environmental Control

Environmental Control WP content/presence

Municode Ordinance link

http://blog.cookcountyil.gov/sustainabi

lity/

Municode

Permits Municode Ordinance link Municode

Compliance and Inspection

Particulate Matter(PM) Air

Monitoring

Solid Waste Management

Public Awareness

Facilities Management

Facilities Management

Finance, Bureau of Vanity URL http://cookcountyil.gov/Finance

Bureau of Finance Budget WordPress Version

Annual Budget

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Financial Reports - CAFR 1. Embedded Video 2. Embedded Social Media:

a. Google Translate Appliance 3. Budget Registration for Newsletter 4. Login services 5. Mobile Emulator

Cook County Bonds

Requests for Qualifications

Forest Preserve District

Forest Preserve District Reference Page

Links out to separate site

http://fpdcc.com/

Geographic Information Systems Vanity URL http://cookcountyil.gov/GIS

Geographic Information

Systems

Maps and Data Links to applications http://cookviewer1.cookcountyil.gov/js

viewer/index.html

https://secure.cookcountyil.gov/gis/ind

ex.php?cPath=0

http://cookviewer1.cookcountyil.gov/js

viewer/cookFac/cookFac2.html

http://cookviewer1.cookcountyil.gov/js

viewer/hwy/project.html

http://cookviewer2.cookcountyil.gov/h

wyJurisdiction/index.html

http://cookviewer1.cookcountyil.gov/js

viewer/fishMap/fishingMap.html

GIS History

Cook County GIS

Government Section part of current site

structure, not necessarily in

scope. Need vendor

recommendation.

Government

Leadership Elected Officials with presence in the current website:

Assessor

Clerk of the Circuit Court

Commissioner Board of Review - 2nd District

Commissioner Board of Review - 1st District

Commissioner Board of Review - 3rd District

County Board Commissioners (Districts 1-17, each with separate page)

County Board President

Recorder of Deeds

Sheriff

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State's Attorney

County Clerk

Treasurer

Legislation Link to municode

Link to Legislative Ref. app

http://www.municode.com/Resources/

gateway.asp?pid=13805&sid=13

http://cookcountygov.com/ll_lib_publi

c/

About Cook County

Health & Hospitals System, Cook

County

Health & Hospitals System,

Cook County

Reference Page

Links out to separate site

http://www.cookcountyhealth.net/ OR

http://cookcountyhhs.org

Welcome to Cook County Top level page

Contact Top level page

Privacy Policy Top level page

Terms & Conditions Top level page

Sitemap Top level page

Homeland Security and

Emergency Management

Homeland Security and

Emergency Management

Reference Page

Links out to separate site

http://www.cookcountyhomelandsecur

ity.org/

Human Resources, Bureau Of

Human Resources, Bureau Of

Benefits

Current Job Listings Links to Taleo application

site

https://cookcountyil.taleo.net/careerse

ction/100/jobsearch.ftl?lang=en

Application Process

Shakman Information/

Employment Plan

> Supplemental Policies

Exempt Positions

Compliance Information and

Reports

Facts & Questions

Other County Hiring Agencies

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Human Rights, Commission on

Human Rights, Commission

on

Ordinances & Regulations

Human Rights Commissioners

Complaint Filing &

Investigation

Decisions of the Commission

Human Rights Decision

Search

Embedded application

(Decision Search) is out of

scope.

Inspector General Vanity URL http://www.cookcountyil.gov/Inspect

orGeneral

Office of the Independent

Inspector General

OIIG Enabling Ordinance Link to municode LINK

Public Statements, Quarterly

Reports & Proposed

Legislation

Filing a Complaint Link to application https://apps.cookcountyil.gov/oiig

Unlawful Political

Discrimination Complaints

Reporting Political Contacts

Investigation Process

OIIG Leadership

FOIA

OIIG Employment Link to Taleo https://cookcountyil.taleo.net/careerse

ction/100/jobsearch.ftl?lang=en

Frequently Asked Questions

Related Links

Investor Relations Vanity URL http://buycookcountybonds.com

Investor Relations

Current Offerings

Credit Agreements

Ratings

Contact Us

Disclaimer

Justice Advisory Council

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Justice Advisory Council

Juvenile Temporary Detention

Center

Juvenile Temporary

Detention Center

Link to Career Builder http://www.careerbuilder.com/Jobs/C

ookcountyjuveniledetentioncenter/City

/Chicago

Law Library

Law Library Link to Survey Monkey http://www.surveymonkey.com/s/R3S

YGGF

Library Catalog Link to application http://lawlibrary.cookcountyil.gov/

Branches

Services

Research

Self Help

Ordinances

Liquor Commission

Cook County Liquor

Commission

Medical Examiner, Office of Vanity URL http://cookcountyil.gov/MedicalExami

ner

Medical Examiner, Office of

Directory of Pathologists

Information for Families

Information for Funeral

Directors

How to Obtain

Records/Reports

Tours & Media

Jobs & Fellowships

Frequently Asked Questions

Useful Links

Unclaimed Persons

Unidentified Persons Gallery sub-site is in scope

and requires vendor

recommendation (see SRM

Item No. 1.051)

Set of sub-site pages, gallery for

available photos.

Virtual Cemetery

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Medical Examiner's Advisory

Committee

Oak Forest Health Center

Oak Forest Health Center Reference Page

Links out to separate site

http://www.cookcountyhealth.net/

Open County Initiative

Open County Initiative

Budget and Finance

Government

Property and Taxes

Check Register Embedded application –

Check Register

County FOIA

People Section part of current site

structure, not necessarily in

scope. Need vendor

recommendation.

People

Residents

Businesses

Property Owners

Job Seekers

County Employees

Planning and Development

Planning and Development

Community Development

Housing

Housing: NSP Programs

Urban Agricultural Network

In the News

Archive

Procurement, Office of the Chief

Procurement Officer

Vanity URL http://cookcountyil.gov/purchasing

Office of the Chief

Procurement Officer

Link to Survey Monkey https://www.surveymonkey.com/s/L6D

LV3Y

Awarded Contracts Link to Socrata https://datacatalog.cookcountyil.gov/

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Doing Business with Cook

County

Procurement Opportunity

Postings/ Vendor Registration

Link to application http://198.65.148.209/purchasing/bids

/listAllBids.php

Bid Tabs

Annual Buying Plan

Intent to Award Link to application http://198.65.148.209/purchasing/publ

ic/listAll_old.php?archived=1&awarded

=1

Contact Procurement

Cook County Procurement

Code

Link to Municode LINK

Countywide Enterprise

Resource Planning (ERP)

System

Vanity URL http://cookcountyil.gov/ERP

Provident Hospital

Provident Hospital Reference Page

Links out to separate site

http://cookcountyhealth.net

Public Administrator Vanity URL http://cookcountyil.gov/publicadminist

rator

Public Administrator

Public Affairs and

Communications

Public Affairs and

Communications

Public Defender, Law Office of

Public Defender, Law Office

of

Biography of the Public

Defender

Municipal Divisions of the

Public Defender's Office

Divisions of the Public

Defender's Office

Guide to the Criminal Justice

System

Frequently Asked Questions

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Employment with the Public

Defender

Related Links

Juvenile Court

Public Guardian

Public Guardian Link out to separate site http://www.publicguardian.org/

Public Health, Department of

Public Health, Department of Link out to separate site http://www.cookcountypublichealth.or

g/

Real Estate Management

Division

Real Estate Management

Division

Recorder of Deeds & Registrar of

Titles

Recorder of Deeds &

Registrar of Titles

Link out to separate site http://www.ccrd.info/

Revenue, Department of

Department of Revenue

About the Department

Revenue Ordinances Link to municode LINK

Amusement Tax

Firearm Tax

Gambling Machine Tax

Gasoline and Diesel Fuel Tax

Liquor Tax

New Motor Vehicle Tax

Non-Retailer Use Tax

Non-Titled Personal Property

Use Tax

Parking Lot & Garage

Operation Tax

Retailers Occupation Tax

Tobacco Tax Link to application https://apps.cookcountyil.gov/dor

Use Tax

Wheel Tax/ Vehicle Sticker

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Other Services

General Business License Link to application https://revenue.cookcountyil.gov/gbl/

General Forms

Voluntary Disclosure Program

Online Payment Center Links to applications https://paymentsolutions.lexisnexis.co

m/il/co/cook/revenue/childadvocacy

https://paymentsolutions.lexisnexis.co

m/il/co/cook/revenue/cigarette

https://revenue.cookcountyil.gov/pwe/

https://paymentsolutions.lexisnexis.co

m/il/co/cook/revenue/usetax

https://paymentsolutions.lexisnexis.co

m/il/co/cook/revenue/vehicle

Risk Management, Department

of

Risk Management,

Department of

Link out to separate site

but the content in this

website is in scope for

consolidation with the

main website.

http://cookcountyrisk.com

Secretary of the Board

Secretary of the Board Reference Page

Links out to separate site

WordPress Presence

WordPress Version - Embedded Video

http://legacy.cookcountygov.com/secr

etary/ - call matt, does he want this to

migrate content to new or Granicus

https://cook-

county.legistar.com/Calendar.aspx

Sheriff of Cook County

Sheriff of Cook County Reference Page

Links out to separate site

http://cookcountysheriff.org/

State's Attorney, Office of the

State's Attorney, Office of the Reference Page

Links out to separate site

http://statesattorney.org/

Stroger, Jr. (John H.) Hospital of

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Cook County

Stroger, Jr. (John H.) Hospital

of Cook County

Reference Page

Links out to separate site

http://cookcountyhealth.net

Technology, Bureau of

Bureau of Technology

Technology Policy and

Planning

IT Solutions and Services

Geographic Information

Systems

Job Postings

Topics Section part of current site

structure, not necessarily in

scope. Need vendor

recommendation.

Topics

Courts/Safety

Health

Land/Property

Jobs

Treasurer's Office

Treasurer's Office Link out to separate site http://www.cookcountytreasurer.com

Veterans Assistance Commission

Veterans Assistance

Commission

Women’s Issues, Commission on

Women’s Issues, Commission

on

Commission Members &

Meetings

Hearings and Reports

Education Seminars, Forums

& Resolutions

Peggy A. Montes Unsung

Heroines Award

WordPress Presence

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Zoning Board of Appeals

Zoning Board of Appeals

The WordPress sites listed on the table above are within the following sitemaps. All the following sitemaps point to content in scope for this project.

http://home.cookcountyil.gov/economicdevelopment/sitemap/ http://home.cookcountyil.gov/budget/sitemap/ http://home.cookcountyil.gov/sustainability/sitemap/ http://home.cookcountyil.gov/sitemap/ http://home.cookcountyil.gov/news/sitemap/ The following BOR of Review pages are also in scope: http://www.cookcountyboardofreview.com/ http://www.cookcountyboardofreview.com/index.html http://www.cookcountyboardofreview.com/html/d_and_d_body.html http://www.cookcountyboardofreview.com/html/res_how_present.html http://www.cookcountyboardofreview.com/html/apt_filings.html http://www.cookcountyboardofreview.com/html/com_filings.html http://www.cookcountyboardofreview.com/html/ind_filings.html http://www.cookcountyboardofreview.com/html/vac_filings.html http://www.cookcountyboardofreview.com/html/exemptions.html http://www.cookcountyboardofreview.com/html/att_background.html http://www.cookcountyboardofreview.com/html/foia_main.html http://www.cookcountyboardofreview.com/html/forms_main.html http://www.cookcountyboardofreview.com/appeal http://www.cookcountyboardofreview.com/html/decision.php http://www.cookcountyboardofreview.com/html/hearing_notice.html http://www.cookcountyboardofreview.com/html/res_filings.html http://www.cookcountyboardofreview.com/html/res_hearings.html http://www.cookcountyboardofreview.com/html/res_rereview.html http://www.cookcountyboardofreview.com/html/res_quicklist.html http://www.cookcountyboardofreview.com/html/res_tips.html http://www.cookcountyboardofreview.com/html/apt_hearings.html http://www.cookcountyboardofreview.com/html/apt_rereview.html http://www.cookcountyboardofreview.com/html/apt_quicklist.html http://www.cookcountyboardofreview.com/html/bor_30.html http://www.cookcountyboardofreview.com/html/com_hearings.html http://www.cookcountyboardofreview.com/html/com_rereview.html http://www.cookcountyboardofreview.com/html/com_quicklist.html http://www.cookcountyboardofreview.com/html/ind_hearings.html http://www.cookcountyboardofreview.com/html/ind_rereview.html http://www.cookcountyboardofreview.com/html/ind_quicklist.html http://www.cookcountyboardofreview.com/html/vac_hearings.html http://www.cookcountyboardofreview.com/html/vac_rereview.html http://www.cookcountyboardofreview.com/html/vac_quicklist.html http://www.cookcountyboardofreview.com/html/exem_info.html http://www.cookcountyboardofreview.com/html/exem_when.html http://www.cookcountyboardofreview.com/html/exem_whatnext.html

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http://www.cookcountyboardofreview.com/html/exem_pte_gov.html http://www.cookcountyboardofreview.com/html/exem_qual_nongov.html http://www.cookcountyboardofreview.com/html/att_filings.html http://www.cookcountyboardofreview.com/html/att_hearings.html http://www.cookcountyboardofreview.com/html/att_rereview.html http://www.cookcountyboardofreview.com/html/att_ptab.html http://www.cookcountyboardofreview.com/html/foia_docs.html http://www.cookcountyboardofreview.com/html/mission_body.html http://www.cookcountyboardofreview.com/html/bor_offices.html http://www.cookcountyboardofreview.com/html/faq.html http://www.cookcountyboardofreview.com/html/att_forms1.html http://www.cookcountyboardofreview.com/html/exem_forms.html http://www.cookcountyboardofreview.com/html/individualhearing.html http://www.cookcountyboardofreview.com/html/attorneyhearing.html http://www.cookcountyboardofreview.com/html/res_forms.html http://www.cookcountyboardofreview.com/html/bor_30_top.html http://www.cookcountyboardofreview.com/html/bor_30_body.html http://www.cookcountyboardofreview.com/html/popup_bottom.html http://www.cookcountyboardofreview.com/html/exem_qual_fed.html http://www.cookcountyboardofreview.com/html/exem_qual_local.html http://www.cookcountyboardofreview.com/html/exem_qual_rel.html http://www.cookcountyboardofreview.com/html/exem_qual_charit.html http://www.cookcountyboardofreview.com/html/bor_offices_top.html http://www.cookcountyboardofreview.com/html/bor_offices_body.html http://www.cookcountyboardofreview.com/html/faq_top.html http://www.cookcountyboardofreview.com/html/faq_body.html http://www.cookcountyboardofreview.com/html/att_forms.html http://www.cookcountyboardofreview.com/html/att_forms2.html http://www.cookcountyboardofreview.com/html/welcome_bor.html http://www.cookcountyboardofreview.com/html/statistics.html http://www.cookcountyboardofreview.com/html/hold_docs.html http://www.cookcountyboardofreview.com/html/welcome_bor_top.html http://www.cookcountyboardofreview.com/html/welcome_bor_body.html http://www.cookcountyboardofreview.com/html/statistics_top.html http://www.cookcountyboardofreview.com/html/statistics_body.html http://www.cookcountyboardofreview.com/html/percentageofindividualsomereduction.html http://apps.cookcountyil.gov/borcomplaint/(S(ni3gsqb5lxfjjd3kfs2joi55))/valuationcomplaint_page1.aspx http://www.cookcountyboardofreview.com/html/decision.php

2.3 Technical Environment Below is a list of existing technology tools used by Cook County. The “Requirement” column provides the

County’s expectation for the scope of this RFP.

Tool Tech Description /platform /DB Requirement

Microsoft Office Tools

2003 and 2010 Most departments post Word of PDF documents. This is

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probably the most common website content type.

Adobe Connect Version 8 250 concurrent licenses Unlimited course files

Proposers may leverage this for internal training purposes.

SilverPop Enterprise email marketing platform. The County is open to recommendations to use this or any other existing technology to meet the RFP requirements.

Google Analytics Used on both website implementations. The County is open to recommendations to use this or any other tool as long as useful metrics are tracked.

WordPress Hosted by a 3rd party. Replace these sites. Leverage existing content. Consolidate content with Aqualogic content.

Aqualogic* Hosted by a 3rd party. SQL database. Replace these sites. Leverage existing content. Consolidate content with WordPress content.

Socrata https://datacatalog.cookcountyil.gov/ https://performance.cookcountyil.gov https://metrochicagodata.org All of the above hosted by Socrata

Leverage data content to complement relevant pages. For instance, awarded contracts data on the Purchasing site.

SharePoint Version 2013 intranet use only, migration to Office 365 scheduled to start CQ4 2013 Version 2010 on premise implementation intranet use only.

None identified – may be used to manage content if recommended and feasible.

2.3.1 Network Infrastructure

The Cook County Wide Area Network (CCWAN) is a packet over SONET technology. The core transmission

backbone of the CCWAN is a SONET Ring architecture provided by AT&T. The CCWAN is configured with

hardware redundancy, diverse internet routing, UPS and generator backup to maximize uptime.

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The switching equipment standard in the CCWAN is Cisco. This section is for reference purposes only.

The County expects a hosted applications.

2.3.2 Remote Security

The County only permits secure connectivity between a vendor and the County and all data transmitted

must be encrypted. This type of connection is referred to as a “nailed up” connection and requires a one-

time setup. Vendor access to the County for purposes of support, either application or network

hardware, is achieved by the use of Cisco’s remote access VPN client and Cisco’s VPN concentrator. This

allows for encrypted data to traverse between the remote client and the specific County network device

or application. All time reporting data that is transmitted to and from devices must be encrypted. Data

that is to be transmitted off-site must be encrypted end to end. Access to websites hosted either internal

or external to the County, must be securely connected using a non-standard TCP port and the devices will

limited to only the necessary site(s). The County reserves the right to impose more restrictive network

access controls.

3. Scope Taking into consideration the business goals and objectives, the County is requesting proposals from

vendors with expertise to provide the following services:

1. Development of strategy to integrate website communications and social media tools;

2. Development of a branding strategy focused on the County’s website presence;

3. Design of website architecture and website implementation;

4. Implementation of a recommended integrated Website Communications and Social Media

Strategy Plan, and Branding Plan with primary focus on:

a. Replacement and consolidation of the current WordPress websites/pages and the

Aqualogic websites/pages (see Current State Section);

b. Replacement of the Board of Review website;

5. Website hosting, maintenance and support;

6. Development of website use, communications, and social media governance plan;

Proposers are expected to provide sufficient information to demonstrate the reliability and innovation of

the proposed open source architecture, and design of a hosted (cloud) website. Proposers are also

expected to demonstrate knowledge and expertise developing and executing communications, branding,

and governance plans.

The County expects the resulting implementation to addresses all pertinent information reliability and

security standards. Specific business requirements are listed in the System Requirements Matrix (“SRM” -

See Appendix).

It is the responsibility of the Proposer to carefully read the Scope Section. This section of the Proposer’s

response will be incorporated into the final Contract.

3.1 Proposed System Solution Every proposal should include the following sections.

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3.1.1 Website Solution Overview

Please limit this response to 5 pages. Taking into consideration the business goals and objectives and the business requirements, Proposers should recommend a cloud solution, using open source tools, to replace the websites listed in the scope section. This response must incorporate all applicable 3rd party tools. Proposers should present a concise high-level overview and diagram of the system architecture and include the following:

a. Proposed technology platform; b. Cloud system architecture diagram, including backup and recovery, and security components,

a. Provide options for both dedicated and share cloud (reflect these options in the pricing proposal);

c. 3rd party tools; d. Interfaces/integration points; e. Number of environments (development, testing, staging, production); f. Minimum requirements for web applications (front end) based on the stated requirements; g. Minimum requirements for backend based on the stated requirements; h. Other key elements to help the Cook County better understand your proposed website solution.

Please note that all depicted components must be listed in the pricing proposal even if the costs is zero.

3.1.2 Software Capabilities

Please limit this response to 20 pages (including screenshots).

Provide descriptions and screenshots where applicable (based on your team’s prior implementation of

similar projects) to explain and support your proposed solution and based on the needs described in this

RFP. This section should at minimum include:

a. Operating system; b. Web application; c. Databases; d. User Interface; e. Development tools; f. Current software versions; g. New version release schedule; h. Procedure for new version implementation;

a. Testing b. Deployment

i. Number of proposed modules and their descriptions. These modules have to connect back to the System Requirements Matrix (SRM), for example;

i. CMS functionality modules; ii. Reporting functionality/modules (provide sample reports as implemented by your

team); iii. Mobile technology modules; iv. Social media functionality/modules;

j. Screenshots and descriptions of existing implementations to depict any other functionality listed in SRM;

k. Documentation – identify all available documentation including operations and technical manuals and/or help available online.

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3.1.3 Hardware Environment

Please limit this response to 2 pages. The County expects proposals for a cloud solution, thus hardware is

not likely required. If local backup appliances or any other hardware (laptops, storage devices) are

required, Cook County will procure the required hardware via the countywide hardware contract.

Proposers must however provide the specifications for the required hardware in the pricing proposal.

3.1.4 Integration

Please limit your response to 3 pages. Proposers are expected to provide recommendations taking into

consideration the Current State Technical Environment, provide the recommended approach to interface

with any other recommended 3rd party tool.

Recommendations to interface or build interfaces must be reflected on the project plan, timeline and

pricing proposal.

3.1.5 Data and Content Migration

Please limit your response to 3 pages. The County foresees the following migration needs, Proposers may

provide additional recommendations:

A. Blog posts

B. Existing content in WordPress

C. Agualogic content may be reused/repurposed.

D. The Secretary of the Board website contains historic files (MS Word, PDF and HTML) from 1996 to

2013.

i. Approximately 9,400 files or 1,400 MB of data

ii. List the relocation of these files to the new website on a separate line item in the pricing proposal.

3.1.6 Hosting

Please limit your response to 1 page. This section should address the following requirements:

a. Describe available and recommended options – list applicable pricing in the pricing proposal only.

b. Describe the number of data centers and locations and state adherence to the described County

requirements. The County requires at least two (2) geographically diverse data centers;

a. Data Centers must meet Tier III Standards addressing:

i. Hardware redundancy;

ii. Power redundancy;

iii. Telecommunications redundancy;

iv. Building integrity (HVAC, Security, Fire Suppression, etc.).

3.1.7 Backup and Recovery

Limit your response to 4 pages. Proposers must describe in detail the proposed automatic backup and

recovery capability for the system and application, ensuring continuous operation without interruption or

degradation of services including at minimum the following information:

1. Overview of the overall plan/strategy to;

a. Backup and recovery; including,

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b. Backup and recovery testing.

2. Incremental and full back up capabilities with zero disruption to operations (99.9% availability);

3. Backup and Recovery Plan Execution procedure,

a. Key tasks;

b. Testing frequency;

c. Results reporting;

d. Key roles and responsibilities for Cook County and for the Proposer;

e. Proposed Recovery Time Objective (RTO) and Recovery Point Objective (RPO) following

the minimum requirement and format below;

Category Availability RTO Characteristics & RPO

High Availability

99.982% Intra-day Typically involves data replication to a hot-site for each transaction or at short intervals, like 15 minutes.

4. In the event of a technology or other failure at the primary processing center, Proposer should

state if the alternate system can meet the following requirement, for which the County’s use

should be identical regardless of which location is processing the County’s work. If the Proposer

cannot meet this requirement, it must state its prosed tiers.

Category Alternate system characteristics

High Availability Continuous operation without interruption or degradation in service.

5. Crisis management procedure including but not limited to expected;

a. Steps,

b. SLAs,

c. Communications plan; and

d. Escalation list.

3.1.8 System Security

Please limit your response to 2 pages.

Proposer must describe the proposed security controls around people, process and technology. It must

also describe the proposed audit capabilities including, general administration, network transmission

security (LAN and VPN), and adherence to security industry best practices.

Note that the Bureau of Technology is currently updating security standards. The selected Proposer must

work with the BOT to implement a solution following these security standards.

3.1.9 Incident Response

Limit your response to 4 pages. Proposer may include a full Incident Response Policy and/or related Plan

as an attachment. In response to this section, the proposal must state the Proposer’s approach to

meeting the following data security incident response requirements:

a. Maintenance of the Proposers’ Incident Response Plan;

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b. Conformance of such plan to Illinois Personal Information Protection Act and the breach notification laws of the fifty states;

c. Cook County’s rights of review, approval and reasonable modification to Proposer’s incident response plan;

d. Proposer’s approach to provide detailed reports on the nature of incidents and identified data lost or stolen;

e. Proposer must describe its plan to address security incidents and data breaches in alignment with the following requirements. For events within the control of Proposer, the Proposer is expected to: i. Immediately notify the County of incidents and breaches;

ii. Identify immediate plan of action to mitigate further incident progression; iii. Identify protection measures for affected individuals; iv. Provide outbound and inbound incident-related communications, as requested and directed

by the County;

3.1.10 Data Ownership, Retention,

Limit your response to one page. The response must state whether Proposer will meet the following data-

related system requirements:

a. All County Data, including backups and copies thereof, shall remain the sole property of the

County.

b. All County Data shall be treated as the County’s Confidential Information while the Proposer and

its subcontractors have access or possession of County Data.

c. Proposer shall only use County Data for the performance of the contract, except upon authorized

and written approval of the County.

d. At all times and without restriction or additional cost, the County shall be able to receive County

data, associated metadata, and reasonably granular subsets thereof, as well as any associated files

or attachments, from the System in a useable, encrypted format.

e. Upon termination of the contract and at the County’s written request, the Proposer shall destroy

County Data, including backups and copies thereof, according to NIST standards or as otherwise

directed by the County.

f. The System shall have the ability to retain County data in a manner that is searchable and capable

of compliance with records retention laws and best practices.

g. At no time may Proposer suspend or terminate County’s access to County Data or the System for

past due accounts, excluding disputed amounts, less than ninety (90) days old.

h. At no time may Proposer suspend or terminate County’s access to County Data or the System for

breach of contract or term or condition relating to the System without giving the County

reasonable notice and opportunity to cure.

3.1.11 Intellectual Property

Limit your response to one page. Proposer’s deliverables are considered “works made for hire” or

otherwise assigned to or owned by the County. Proposer must state its agreement or must state any

objection to this section.

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3.1.12 Cook County Data

Limit your response to one page. If awarded, any data that Proposer obtains or accesses for the purposes

of performing its obligations under the future Agreement ("County Data") shall be and remain the sole

and exclusive property of the County. The selected Proposer will treat County Data as Confidential

Information. The selected Proposer will be provided a license to County Data hereunder for the sole and

exclusive purpose of performing its obligations under the resulting Agreement, including a limited non-

exclusive, non-transferable license to transmit, process, and display County Data only to the extent

necessary in the provisioning of the Services and not for the storage or recording of County Data. The

selected Proposer will be prohibited from disclosing County Data to any third party without specific

written approval from the County. The Selected Proposer will have no property interest in, and may

assert no lien on or right to withhold County Data from Cook County.

Proposer is expected to acknowledge and accept, or state any objections to, Cook County Data use and

ownership.

Proposer must also provide a brief statement of its data protection practices and its responsibilities to protect and prevent the use or sale of County data to/or by external entities. The Proposer’s full Data Protection Policy may be included as an attachment.

3.1.13 Data Security and Compliance

Limit response to 4 pages. The Proposer must provide a reasonably detailed explanation as to how it will

protect the System and County Data within each of the following additional data security categories

(NOTE: the County recognizes that reasonable descriptions of each security attribute below will vary in

length, some attributes requiring little explanation, others not). If Proposer determines any of the

following requirements to be inapplicable, Proposer must state so and must also state the basis for

determining each such requirement to be inapplicable):

a. Password configurations (e.g., complexity, aging, etc.);

b. Authentication configurations (e.g., active directory, encrypted data exchange, hash, etc.);

c. Encryption configurations (e.g., symmetrical AES-256, asymmetrical RSA 2048, etc.) for both data

at rest and data in motion;

d. Logging/Auditing capabilities (e.g., verbose user tracking and reporting, etc.);

e. Personnel security (e.g., extensive background checks, annual recheck, etc.);

f. Web Application configurations (e.g., SQL injection protection, buffer overflow, etc.);

g. HIPAA, HITECH and the rules promulgated thereunder;

h. Payment Card Industry standards, including but not limited to PCI DSS and PCI PA-DSS;

i. NIST 800-53, as revised;

j. Section 508;

k. ISO 27001/27002, as revised.

Proposer must state whether the proposal possesses controls that comply with, or make it capable of

complying with, the following (If Proposer determines any of the following requirements to be

inapplicable, Proposer shall state so and shall also state the basis for determining each such requirement

to be inapplicable):

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a. HIPAA, HITECH and the rules promulgated thereunder;

b. Payment Card Industry standards, including but not limited to PCI DSS and PCI PA-DSS;

c. NIST 800-53, as revised;

d. ISO 27001/27002, as revised;

e. Section 508.

3.1.14 Development and Configuration Practices

Limit your response to two pages. Proposer must describe its secure development methodology. Any

tools/software provided to Cook County must adhere to applicable best practices and standards.

Proposer must state its adherence to Secure Application Development standards such as OWASP

Developer Guide, OpenSAMM, etc.

3.1.15 Proposer Prototype

Limit your response to 5 pages. Proposers are encouraged to submit screenshots of a proposed prototype

highlighting special features and functionality. If shortlisted, proposer would be required to demonstrate

prototypes during a live demonstration.

For any sections above, it is not sufficient to state “not applicable.” If not applicable, Proposers must provide a rationale.

3.2 Proposed Project Approach and Implementation Methodology Although a detailed approach format is included in the following sections, Proposers are expected to

propose the best methodology and solution, and are encouraged to provide innovative ideas to meet

the needs of the County.

In the following sections, Proposers must provide a detailed project plan and methodology that clearly demonstrates how their team will initiate, meet the goals, and successfully complete the Cook County Bureau of Technology Website Implementation project.

3.2.1 Overview of the Implementation Methodology

Limit response to this section to 4 pages. Proposers should provide a high level diagram/table

representing your firm’s implementation strategy, and include:

1. Brief description of proposed methodology, clearly describing at minimum,

a. Proposed project phases;

b. Team roles, including subcontractors;

c. Milestones;

d. Critical success factors;

e. Proposed weekly reporting process and format2;

f. Assumptions;

g. Sample acceptance criteria form(s) and process.

2 If you wish to emphasize more about the proposed project management methodology, please insert that

information in the appendixes or as attachments.

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3.2.2 Project Plan and Timeline

Limit this response to the project plan and related timeline. Proposers should provide detailed scope

tasks/activities, organized in phases including, but not limited to, project management activities, key

resources, and estimated hours per key activity. MS project plans are acceptable as attachments but this

section requires an easy to read format (do not insert long “black lines” for the last pages of MS project

plans). Include timing to reach each in-scope departments.

The selected Proposer is responsible for accurately estimating effort and presenting a comprehensive plan

reflecting careful assessment of the requirements in this RFP document and related attachments.

Negligence to read the details is not a justification for a change order.

3.2.3 Assessment and Change Management Approach

Please limit this response to 8 pages. Proposers should provide a detailed description of your team’s

assessment approach, while concurrently executing a feasible and effective change management plan.

The change management plan is expected to extend beyond the assessment phase, thus the Proposer

should include key change management activities in all applicable sections of its response. The County

expects Proposers to provide concrete recommendations and key task to meet the scope requirements.

The County expects this section to include at minimum:

a. Assessment Approach; b. Organizational (human) Change Management Approach3; c. Cook County Responsibilities for each of the above; d. Expected Deliverables in the following format:

Key Activity Deliverables Key Personnel/Responsibility

Acceptance Criteria

1. Assessment 1. 2. 3.

2. Change Management

1. 2. 3.

3. Other key activities

3.2.4 Requirements Validation and Design

Please limit this response to 10 pages. Proposers should provide a detailed description of your team’s approach to validating business and technical requirements, in order to design a website and related architecture that adheres to industry best practices and scope requirements listed both in the top of this section and in the SRM. Proposers are expected to include tasks to assist website owners with content creation and formatting. The Knowledge Transfer and Training Section further requires the development of website content creation guidelines and best practices.

3 “Human Change Management” is not “Project Change Management”- the later should be described in your project

management tasks.

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While performing these tasks, the selected Proposer must define procedures and guidelines based on industry best practices and in alignment with applicable government regulations. The County expects this section to include at minimum:

a. Business requirements validation approach and related steps; i. Provide clarifications and detailed descriptions to explain Proposer’s

recommendations and industry best practices to address the scope section and, if applicable, where additional detail is necessary to describe the work required in the SRM;

ii. Include branding requirements validation approach and related steps; b. Technical requirements validation approach and related steps;

i. Provide clarifications and detailed descriptions to explain Proposer’s recommendations and industry best practices to address the scope section and, if applicable, where additional detail is necessary to describe the work required in the SRM;

c. Proposer must explain which key tasks can occur simultaneously/in parallel; d. Cook County Responsibilities for each of the above; e. Expected Deliverables in the following format:

Key Activity Deliverables Key Personnel/Responsibility

Acceptance Criteria

4. Business requirements validation

1. Consolidation Plan 2. Communications and

Social Media Strategy 3. Branding Plan 4. Governance Plan 5. User Experience Plan 6. Application Style Guide

5. Technical requirements validation

1. Final Architecture Diagram

2. Interfaces Map/Plan 3. Configurations 4. Customizations

6. Other key activities

3.2.4.1 User Experience Requirements

With respect to the requirements validation, the County expects the Proposer to:

a. Develop a comprehensive style guide - live document that should include the final portal design,

content layout based on best practices, maintenance recommendations to ensure consistent style

over the years.

b. List proposed best practices such as:

BBC GEL, Online Standards and Editorial Standards http://www.bbc.co.uk/guidelines/ US Department of Energy

http://www1.eere.energy.gov/communicationstandards/index.html

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US Department of Housing and Urban Development http://portal.hud.gov/hudportal/HUD?src=/library/bookshelf11

NASA.gov Standards and Guidelines http://www.hq.nasa.gov/pao/portal/affinityKit/styleguide/

Government of Canada Web Standards and Web Experience Toolkit http://www.tbs-sct.gc.ca/ws-nw/index-eng.asp

c. Include a style guide that at minimum address:

i. Design Principles - outlining the concept behind the design and its goals and how content

publishers and other can continue these principles;

ii. Layout - including color palette, spacing, header use, sub-section branding options, page

layout options, responsive design details and guidelines;

iii. Text - content Handbook of editorial standards for content publishers, including

formatting and content style guide, as well as naming standards, conventions and best

practices.

iv. County-specific standards – outlining specific content standards and practices (naming

standards, acronyms, etc.).

v. Images/Visuals - including format, size and resolution standards, types of images

(illustration vs photo image, style, tone), gallery layout, presenting larger images,

multimedia presentation, copyright and watermark management;

vi. Controls - providing format for any including links within and outside the portal/County

environment, error/warning/confirmation messages;

3.2.4.2 Application Style Guide

With respect to the requirements validation, the County expects the Proposer to develop a reusable user

experience that can be applied to other web-based applications.

The County has many web-based applications that will be accessed primarily from the portal environment.

It is expected that the user experience between the portal and application environment will be unified

though a common design and user interface. It is not expected that the applications will be deeply

integrated into the portal environment, but that flexibility in the navigational structure of the portal will

allow users to link directly to these applications in context. A User Interface/Experience (UX) design is

expected to provide a continuous user experience.

Proposer must develop a UX design or multiple UX designs for:

a. Full Application UX b. Light Application UX c. SaaS Application UX

A. Full Application

This UX would be used where the application has been developed custom in-house, or by outsourced

application developers, and the County retains full ability to manage the UX aspects of the application.

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The UX designer will need to provide a template design that will be provided to the County development

team. The County’s development team will then implement these into master pages to design all

applications using the new design standard. Design files should include:

a. CSS Files b. Images c. JavaScript d. HTML e. Any other related files, as determined by the final portal UX solution

New design standard must meet the following requirements:

a. HTML, CSS and JavaScript must be compliant with all major browsers, a. IE 8, IE 9, IE 10, IE 11, b. Chrome (Proposer to provide version), c. Firefox (Proposer to provide version), d. Safari (Proposer to provide version).

b. Provide detailed design CSS and HTML standards for all fonts, buttons, links, formatting and colors that will be applied to all internal applications;

c. Provide method for how any additional CSS attributes, that may be required for application development, would be added to the CSS standard or included in a separate CSS reference, so as not to interfere or conflict with the main UX standards;

d. Provide a standard for wizard-based flow through a process that can be replicated as needed for various solutions;

e. Provide Mobile friendly version design that will accommodate the dimensions of the following devices: i. iPad (Proposer to provide version)

ii. iPhone (Proposer to provide version) iii. Windows Phone iv. Android Phone

B. Light Application

This UX would be used where there is an existing web-based application that may not be able to adapt the

new design at this time, but can have some simple layout and design modifications to provide continuity.

Design files should include:

a. Header image or HTML code to serve the image; b. Images to render key page elements (background, footer, etc.); c. Recommended color palette, indicating background, text, primary and accent colors and HEX

codes for all colors listed; d. Simple CSS standards that could easily manage common font, color and layout in an

application with common standard attributions.

C. SaaS Application

This UX would be used where the County is using external applications as a service and may not be able to

fully customize the interface. This would also include branding for social media and other similar online

services, if deemed applicable in the overall strategy.

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Design files and deliverables should include:

a. Standard branding files that could be used in a typical "logo" scenario for online service branding;

b. Style and design guidelines to be provided to vendors in SaaS engagements, where the County has contracted with a SaaS provider and will use these guidelines to add County’s branding to their product.

3.2.5 System Set up and Configuration

Please limit this response to 5 pages. Proposers should provide a detailed description of the proposed build and release approach. Based on the content provided in this RFP, and based on your experience with similar projects and organizations, describe the expected level of effort to configure and customize (if applicable) the SRM functionality. The County expects this section to include at minimum:

a. Proposed environments for each activity (development, Quality Assurance, staging, production);

b. Software configuration approach including checking and checkout procedures; c. Software development approach including checking and checkout procedures; d. System configuration and development management (documentation) procedures; e. Requirements (SRM and scope) traceability procedures; f. Cook County Responsibilities for each of the above; g. Expected Deliverables in the following format:

Key Activity Deliverables Key Personnel/Responsibility

Acceptance Criteria

7. Environment Set up

1. 2. 3.

8. Software configuration

1. 2. 3.

9. Software customizations

1. 2. 3.

10. Requirements Traceability Matrix

1. 2. 3.

11. As-built system documentation

1. 2. 3.

12. Other key tasks

3.2.6 Quality Assurance (QA)

Please limit this response to 3 pages. Proposers should provide a detailed description of the proposed Quality Assurance methodology adhering to best practices and clearly identifying control tasks and testing required to transition functionally from one environment to the next (e.g. QA to Staging and Production). The County expects this section to include at minimum:

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a. High level prosed QA approach, including testing on all smart phone types and mobile interfaces;

b. Proposed testing and promotion process; c. Proposed User Acceptance process; h. Cook County Responsibilities for each of the above; i. Expected Deliverables in the following format:

Key Activity Deliverables Key Personnel/Responsibility

Acceptance Criteria

13. High level Q/A approach

1. 2. 3.

14. Testing & promotion plan

1. 2. 3.

15. UAT plan 1. 2. 3.

16. Other key tasks

3.2.7 Knowledge Transfer, Training and Transition (Cutover)

Please limit this response to 5 pages. Proposers should provide a detailed description of the proposed knowledge transfer activities and training approach. Proposer must assume training for 5 system administrators, and for two (2) content producers per key user department (a total of approximately 80 content producers). This section must include recommendations for a) standard training and b) refresh/ongoing training for new administrators and content publishers. Please note that the County owns Adobe Connect and Proposers can leverage this tool for training. Proposers are encouraged to provide innovative training ideas and highlight any other available online training videos or self-help screens. The County expects this section to include at minimum:

a. Knowledge transfer approach; b. End user training approach (include format, hours, timing and signoff process);

a. End user training should include content creation (writing and style standards); c. Administrator training approach (include format, hours, timing and signoff process); d. Transition/cutover approach; e. Rollout support approach (the County expects onsite support during rollout); f. Ongoing training options; g. Cook County Responsibilities for each of the above; h. Expected Deliverables in the following format:

Key Activity Deliverables Key Personnel/Responsibility

Acceptance Criteria

1. Knowledge Transfer Strategy

1. 2. 3.

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2. End user training 1. Content Creation guidelines

2. Style Guide 3.

3. Admin training 1. 2. 3.

4. Transition/Cutover 1. 2. 3.

5. Rollout support 1. 2. 3.

6. Other

3.2.8 Support and Maintenance

Please limit this response to 5 pages. Proposers should provide a detailed description of the proposed

support and maintenance plan in table format depicting various plans, if multiple are available. Proposer

must identify the different options in the pricing proposal. The County expects this section to include at

minimum:

a. Expected Service Level Agreements (SLAs) post rollout support period (summary format is required, do not submit long legal documents, the County prefers to see succinct short descriptions);

b. Support exclusions; c. Cook County Responsibilities for each of the above; d. Expected Deliverables in the following format:

Key Activity Deliverables Key Personnel/Responsibility

Acceptance Criteria

7. Expected SLAs 1. 2. 3.

8. Other

3.2.9 Contract Performance Review and Acceptance

Please limit this response to 5 pages. Proposers should describe all expected contract performance

metrics, an approach to collect and transfer all assets to Cook County, the required key staff to attend

close out session(s), and expected close out activities. This Close out Plan should include each of the

following:

a. List of all expected final documentation and respective acceptance criteria/process; b. Close out dates, locations and required attendance; include a review session 3 months

after implementation completion; c. Final Project Lessons Learned review expectations;

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d. Sample documents such as “Declaration of Satisfaction Form” and Project Performance Ranking forms;

e. Sample Schedule of Performance Credits for failing to meet SLAs (see RTO and RPO requirements) and project milestones;

f. Procedure to import County data to internal site, and Cook County responsibilities in the event the County would want to transition to on premise hardware;

g. Vendor Performance Review expectations as follows;

Contract Performance Review Item Description – acceptance criteria

Acceptance via

a) Project Goals and Objectives:

a. Define an effective website communications and service delivery strategy

Acceptance Form signed (or email approved4) by PM and Project Sponsor

b. Define website communications and service delivery governance;

Acceptance Form signed (or emailed approved) by PM

c. Improve service delivery; Acceptance Form signed (or emailed approved) by PM

d. Communicate services effectively;

Acceptance Form signed (or emailed approved) by PM

e. Increase website use by the community;

Acceptance Form signed (or emailed approved) by PM

f. Increase two-way interaction with the community;

Acceptance Form signed (or emailed approved) by PM

g. Protect private information; Acceptance Form signed (or emailed approved) by PM

h. Provide secure data exchange. Acceptance Form signed (or emailed approved) by PM

b) System Reliability System architecture supports automatic load balancing, mirroring, and automatic failover to backup location.

Form signed by PM and Director of Application Development (or emailed approved)

c) System Scalability Initial design efforts can be replicated anywhere in the organization (“Design once, deploy anywhere”).

Acceptance Form signed by PM and Director of Application Development (or emailed approved)

d) System functionality System requirements traceability to implemented functionality, using the SRM as the basis for PM review.

Acceptance Form signed by PM (or emailed approved)

e) Project Transition Vendor submits all acceptance forms for all deliverables – as accepted and signed at each

Acceptance Form signed by PM

4 Email approvals must be formal such as “I agree and approve the attached results,” and not casual or ambiguous in

nature.

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phase, including UAT signed forms.

f) Budget and Schedule Key deliverables were executed on time and on budget. Project costs were contained to/or about the originally agreed amount. A final report should be presented for signoff.

Final Report signed by PM

g) Other – please insert

4. Required Proposal Content

4.1 Cover letter Please limit this to one page. The cover letter must be signed by an authorized representative of the

Proposer. The letter must indicate the Proposer’s commitment to provide the services proposed at the

price and schedule proposed.

4.2 Executive Summary Please limit this section to 2 pages. The executive summary should include:

a. Brief project overview;

b. Key team members and Partners (subcontractors) and respective project alignment;

c. Organization chart for the project;

d. Brief statement of your team’s strengths.

4.3 System Solution This section must address the detail scope requirements in Section 3.1.

4.4 Proposed Project Approach and Implementation Methodology This section must address the detail scope requirements in Section 3.2.

4.5 Qualifications of the Proposer a. Proposer must submit two (2) letters of recommendation from similar organizations (multiple

independent websites, one main landing website), other than Cook County, where similar

solutions have been implemented by the Proposer.

b. The Proposer must provide a description of track record including:

Company Profile (Prime only)

History

Number of employees

Number of years in business

List of representative website implementations (not listed in the 3 references below) or other work product (such as branding,

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strategy, governance work, etc.). Please highlight key elements.

Relevant Certifications

Other key information that may assist the County understand “track record.”

c. Provide a summary of capabilities and relevant track record for each proposed subcontractor.

d. Provide at least three (3) relevant references for the prime in the required table format below,

preferably with municipal government projects in the following table format. If subcontractors

are fully responsible for key scope categories, provide three (3) references relevant to the work to

be provided in the same format.

Contract/Project Name*

Name of the organization, including website*

Name of the contact person (title, email and phone number)*

Project dollar value*

Prime or subcontractor?*

Contract Period*

Project Scope (succinct description)*

URL to developed work and description (highlights) of characteristics. Screenshots are acceptable only to highlight key elements*

*Required information

4.6 Subcontracting or teaming and MBE/WBE Participation The Proposer may be comprised of one or more firms as to assure the overall success of the project. The

firm must present a team chart that clearly identifies each team member (subcontractor or partner) and

specify their role in the project (this should be more detailed than the chart provided in the executive

summary). For each subcontractor, provide the name of the firm(s), level of participation, MBE or WBE if

applicable, the type of services each resource from each firm will provide. For each proposed MBE/WBE-

certified firm, provide the appropriate EDS information.

See the MBE/WBE Participation Goals section for required participation.

The Chief Procurement Officer reserves the right to accept or reject any of the team members if in the

Chief Procurement Officer’s sole opinion replacement of the team member, based on skills and

knowledge, is in the best interest of the County.

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4.7 Key Personnel Provide a chronological resume for each of the key personnel proposed, and related time commitment.

Indicate the level of their commitment to other projects if any.

The Chief Procurement Officer reserves the right to reject any key personnel proposed if it is determined

in the County’s best interest. All key personnel must be totally committed to the project without

competing priorities. The evaluation of proposals includes the qualifications of the personnel proposed;

therefore, Proposers will name key personnel as part of their bid. Key Personnel must not be replaced

during the project without the approval of the Chief Procurement Officer.

The County reserves the right to reject any key personnel proposed if it is determined to be in the

County’s best interest.

4.8 Economic Disclosure Statement Execute and submit the Economic Disclosure Statement (“EDS”). In the event any further clarification is

required on any of the information provided, the County reserves the right to make any necessary

communication with the Proposer for such purpose. Such communication, if made, may include a

deadline by which time any necessary clarifying information must be submitted.

4.9 Financial Status Provide the audited financial statements for the last three fiscal years. Include the letter of opinion,

balance sheet, schedules, and related auditor’s notes. These documents should contain sufficient

information to determine the accuracy of Total Assets, Liabilities and Net Revenue for the last 3

consecutive years.

4.10 Legal Actions Provide a list of any pending litigation in which the Proposer may experience significant financial

settlement and include a brief description of the reason for legal action.

If no Legal actions are identified, simply state “[Company X] has no pending legal actions in which our

firm will experience any significant impact to this contract.”

4.11 Conflict of Interest Provide information regarding any real or potential conflict of interest. Failure to address any potential

conflict of interest upfront may be cause for rejection of the proposal.

If no conflicts of interest are identified, simply state “[Company X] has no conflict of interest.”

4.12 Insurance Requirements Prior to contract award, the selected Proposer will be required to submit evidence of insurance in the

appropriate amounts. However, with its Proposal, the Proposer is required to provide a statement on

their company letterhead stating their agreement to meet all insurance requirements by Cook County.

The Insurance Requirements captured in the sample Professional Services Agreement are replaced by the

following:

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1. Workers Compensation and Employers Liability

Workers Compensation Insurance, as prescribed by applicable law, covering all employees who are to

provide a service under this Agreement and Employers Liability coverage with limits of not less than

$500,000 each accident or illness.

2. Commercial General Liability (Primary and Umbrella)

Commercial General Liability Insurance or equivalent with limits of not less than $2,000,000 per

occurrence for bodily injury, personal injury and property damage liability. Coverages must include the

following: All premises and operations, products/completed operations, separation of insureds, defense

and contractual liability (with no limitation endorsement). Cook County is to be named as an additional

insured on a primary, non-contributory basis for any liability arising directly or indirectly from the Services.

Subcontractors performing Services for Proposer must maintain limits of not less than $1,000,000 with the

same terms in this Section 3.6(a)(ii).

3. Automobile Liability (Primary and Umbrella)

When any motor vehicles (owned, non-owned and hired) are used in connection with Services to be

performed, Proposer must provide Automobile Liability Insurance with limits of not less than $1,000,000

per occurrence limit, for bodily injury and property damage. The County is to be named as an additional

insured on a primary, non-contributory basis.

4. Professional Liability/Software Errors and Omissions

Proposer shall secure Professional Liability Insurance covering acts, errors or omissions with limits of not

less than $2,000,000. Coverage must include contractual liability. When policies are renewed or replaced,

the policy retroactive date must coincide with, or precede, start of Services on this Agreement. A claims-

made policy which is not renewed or replaced must have an extended reporting period of 2 years.

Subcontractors performing Services for Proposer must maintain limits of not less than $1,000,000 with the

same terms in this Section 3.6(a)(iv).

5. Privacy & Network Liability

Contractor shall secure Privacy & Network Liability insurance covering any and all claims arising out of the

performance or nonperformance of professional services for the County under this Agreement. This

Privacy & Network Liability insurance shall remain in force for the life of the Contractor’s obligations under

this Agreement, and shall have a limit of liability of not less than $5,000,000 for Privacy Liability, Data

Breach and Network Security Liability with a deductible of not more than $100,000. If any such policy is

written on a claims made form, the retroactive date shall be prior to or coincident with the effective date

of this contract. Claims made form coverage shall be maintained by the Contractor for a minimum of three

years following the expiration or early termination of this contract and the Contractor shall annually

provide the County with proof of renewal.

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Subcontractors performing services for the Contractor must maintain limits of not less than $1,000,000

with the same terms in this section.

If Proposer believes that the limits or insurance coverages required here are not suitable or commercially

available for the proposal in question, then Proposer may propose alternative coverage and limits. Should

Proposer make an alternate proposal to this section’s requirements, then Proposer shall give a detailed

justification and rationale for its alternate coverage or limits. Such justification shall include descriptions

of estimated risk and Proposer’s research of suitable insurance products.

6. Additional Requirements

Proposer must furnish the Office of the Chief Procurement Officer, 118 N, Clark St., Room 1018, Chicago,

IL 60602, original Certificates of Insurance, or such similar evidence, to be in force on the date of this

Agreement, and Renewal Certificates of Insurance, or such similar evidence, if the coverages have an

expiration or renewal date occurring during the term of this Agreement. Proposer must submit evidence

of insurance on the County Insurance Certificate Form (copy attached as Exhibit 3) or equivalent prior to

Agreement award. The receipt of any certificate does not constitute agreement by the County that the

insurance requirements in this Agreement have been fully met or that the insurance policies indicated on

the certificate are in compliance with all Agreement requirements. The failure of the County to obtain

certificates or other insurance evidence from Proposer is not a waiver by the County of any requirements

for Proposer to obtain and maintain the specified coverages. Proposer must advise all insurers of the

provisions in this Agreement regarding insurance. Non-conforming insurance does not relieve Proposer of

the obligation to provide insurance as specified in this Agreement. Nonfulfillment of the insurance

conditions may constitute a violation of this Agreement, and the County retains the right to terminate this

Agreement or to suspend this Agreement until proper evidence of insurance is provided.

The insurance must provide for 60 days prior written notice to be given to the County in the event

coverage is substantially changed, canceled or non-renewed. All deductibles or self-insured retentions on

referenced insurance coverages must be borne by Proposer. Proposer agrees that insurers waive their

rights of subrogation against the County of Cook, its employees, elected officials, agents or

representatives.

The coverages and limits furnished by Proposer in no way limit Proposer’s liabilities and responsibilities

specified within this Agreement or by law. Any insurance or self-insurance programs maintained by the

County of Cook apply in excess of and do not contribute with insurance provided by Proposer under this

Agreement.

The required insurance is not limited by any limitations expressed in the indemnification language in this

Agreement or any limitation placed on the indemnity in this Agreement given as a matter of law.

Proposer must require all Subcontractors to provide the insurance required in this Agreement, or

Proposer may provide the coverages for Subcontractors. All Subcontractors are subject to the same

insurance requirements as Proposer unless otherwise specified in this Agreement. If Proposer or

Subcontractor desires additional coverages, the party desiring the additional coverages is responsible for

its acquisition and cost.

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The County’s Risk Management Office maintains the right to modify, delete, alter or change these

requirements. "Risk Management Office" means the Risk Management Office, which is under the

direction of the Director of Risk Management and is charged with reviewing and analyzing insurance and

related liability matters for the County.

4.13 Pricing Proposal Submit your price proposal in a separate sealed envelope clearly marked with the RFP number and the

label “Pricing Proposal.” Proposers are required to submit one (1) original and ten (10) copies and two (2)

electronic copies of the pricing proposal in excel format (USB drives). The pricing proposal will include

any supplemental or renewal option period pricing or schedules offered by the Proposer.

Proposers should include elements or references to the pricing proposal only in this section and separate

the pricing proposal according to the Instructions above.

The County makes no guarantee that the services or products identified in this RFP will be required.

The Proposer must provide sufficient pricing details to permit the County to understand the basis for the

proposal.

The County is neither obligated to purchase the full quantities proposed by the Proposer, nor to enter into

an agreement with any one Proposer.

4.14 Contract A sample Professional Services Agreement is available in the “Doing Business with Cook County” website.

Execution of the Contract is not required at the time the qualifications are submitted. These are Cook

County’s Standard Terms and Conditions.

In the event you disagree with the Contract provisions, submit any exceptions to the standard contract

and include the rationale for taking the exception. If you are proposing alternate language, please include

the language for consideration.

4.15 Other Submit any information the Proposer deems pertinent to demonstrate its qualifications to perform the

services being requested such as memberships in any professional associations.

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5. Evaluation and Selection Process

5.1 Responsiveness Review County personnel will review all proposals to ascertain that they are responsive to all submission

requirements.

5.2 Acceptance of Proposals The Chief Procurement Officer reserves the right to reject any or all Proposals or any part thereof, to

waive informalities, and to accept the Proposal deemed most favorable to The County.

5.3 Evaluation Process An evaluation committee comprised of Cook County personnel will evaluate all responsive proposals in

accordance with the evaluation criteria detailed below.

This evaluation process may result in a shortlist of proposals. The evaluation committee, at its option,

may request that all or shortlisted Proposers make a presentation and engage in proactive pricing

feedback, submit clarifications, schedule a site visit of their premises (as appropriate), provide a best and

final offer, provide additional references, respond to questions, or consider alternative approaches.

5.4 Right to Inspect The County reserves the right to inspect and investigate thoroughly the establishment, facilities,

equipment, business reputation, and other qualification of the Proposer and any proposed subcontractors

and to reject any Proposal regardless of price if it shall be administratively determined that in the County’s

sole discretion the Proposer is deficient in any of the essentials necessary to assure acceptable standards

of performance. Cook County reserves the right to continue this inspection procedure throughout the life

of the Contract that may arise from this RFP.

5.5 Best and Final Offer The County reserves the right to request a Best and Final Offer from finalist Proposer(s), if it deems such

an approach necessary. In general, the Best and Final Offer will consist of updated costs as well as answers

to specific questions that were identified during the evaluation of Proposals.

If the County chooses to invoke this option, Proposals will be re-evaluated by incorporating the

information requested in the Best and Final Offer document, including costs, and answers to specific

questions presented in the document. The specific format for the Best and Final Offer would be

determined during evaluation discussions. Turnaround time for responding to a Best and Final Offers

document is usually brief (i.e., five (5) business days).

5.6 Selection Process Upon review of all information provided by shortlisted Proposers, the evaluation committee will make a

recommendation for selection to the Chief Procurement Officer for concurrence and submission to the

County elected officials. The County reserves the right to check references on any projects performed by

the Proposer whether provided by the Proposer or known by the County. The selected proposal will be

submitted for approval to the Cook County Board. Cook County intends to select a proposal that best

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meets the needs of the County and provides the best overall value. Upon approval of the selected

Proposer, a contract will be prepared by the County and presented to the Selected Proposer for signature.

Cook County intends to select a firm that best meets the needs of the County. Pursuant to Section 34-123

of the Cook County Procurement Code, all negotiated contracts over $150,000 are subject to the approval

of the Cook County Board of Commissioners, which may accept or reject any proposed Contract at its sole

discretion.

6. Evaluation Criteria

6.1 Responsiveness of Proposal Proposals will be reviewed for compliance with and adherence to all submittal requirements requested in

this RFP. Proposals which are incomplete and missing key components necessary to fully evaluate the

Proposal may, at the discretion of the CPO, be rejected from further consideration due to “Non-

Responsiveness” and rated Non-Responsive. The County at its discretion may wave non-material

omissions or provide an opportunity to cure.

6.2 Technical Proposal Proposals will be reviewed and selected based on the following criteria. These criteria represent 70% of

the scorecard.

A. Ability to achieve the County’s business goals, objectives and Scope of Services described in this RFP,

mainly,

i. Clarity of the proposed implementation methodology, describing key steps and deliverables

per phase along with related acceptance criteria and due dates. This section will take into

account the feasibility of the proposed timeline (and related phases);

ii. Functionality, innovation and usability, of the prosed solution based on concise narrative,

screenshots of existing solutions and proposed prototypes in direct correlation with the System

Requirements Matrix (SRM);

iii. Scalability, reliability, and stability of the prosed solution based on concise narrative,

screenshots, diagrams, and prototypes addressing the System Solution section;

iv. Proposed Contract Performance Metrics as demonstrated in concise narrative in the Contract

Performance Review and Acceptance Section;

v. Quality of the response (written and demonstrated) as demonstrated by the Proposer’s

response and demonstration structure. Proposer must adhere to the required format.

B. Qualifications and experience of the Proposer to successfully perform and provide the services described in this RFP, as evidenced by the successful implementation of similar projects in large complex public organizations such as County government, municipalities or other similar institutions;

C. Qualifications and experience of the proposed key personnel as evidenced by relevant experience;

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6.3 Reasonableness of Overall Price Price will be evaluated separately for overall reasonableness and competitiveness. This criterion

represents 30% of the score.

6.4 Other Qualitative Criteria The CPO may at her own discretion reject a proposal from further consideration due to “Non-

Responsiveness,” if a proposal does not completely address the following:

6.4.1 MWBE Utilization Plan;

6.4.2 Financial Statements;

6.4.3 Legal Actions;

6.4.4 Conflict Interest;

6.4.5 Contract Terms and Conditions;

6.4.6 References;

6.4.7 Addenda acknowledgement (See Addenda Section).

7. Submittal Requirements

7.1 Number of Copies Proposers are required to submit one (1) original and ten (10) electronic copies no later than the time and

date indicated in the RFP (USB only please). The original should be clearly marked “original.” NOTE: the

pricing proposal must be submitted in excel format and hard copies in a separate envelop.

7.2 Time for submission Proposals shall be submitted no later than the date and time indicated for submission in this RFP. Late

submittals may not be considered.

7.3 Format Proposals should be submitted in 3-ring binders only. Material should be organized following the order

of the Required Proposal Content Section separated by labeled tabs. Expensive paper and bindings are

discouraged since no materials will be returned.

7.4 Complete submission Proposers are advised to carefully review all the requirements and submit all documents and information

as indicated in this RFP. Incomplete proposals may lead to a proposal being deemed non responsive. Non

responsive proposals will not be considered.

7.5 Packaging and Labeling The outside wrapping/envelope shall clearly indicate the RFP Title and date and time for submission. It

shall also indicate the name of the Proposer (except for Section 2.1 which requires a pseudonym). The

Price Proposal shall be submitted in a separate sealed envelope. The envelope shall clearly identify the

content as “Price Proposal”. All other submission requirements shall be included with the Technical

Proposal.

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7.6 Timely delivery of Proposals The Proposal, including the Technical Proposal, and the Pricing Proposal must be either delivered by hand

or sent to Cook County, Office of the Chief Procurement Officer through U.S. Mail or other available

courier services to the address shown on the cover sheet of this RFP. Include the RFP number on any

package delivered or sent to the County, Office of the Chief Procurement Officer and on any

correspondence related to the Proposal. If using an express delivery service, the package must be

delivered to the designated building and office. Packages delivered by express mail services to other

locations might not be re-delivered in time to be considered.

7.7 Late Proposals The Proposer remains responsible for ensuring that its Proposal is received at the time, date, place, and

office specified. The County assumes no responsibility for any Proposal not so received, regardless of

whether the delay is caused by the U.S. Postal Service, the County Postal Delivery System, or some other

act or circumstance.

7.8 Schedule of Revisions to RFP Schedule Should the Proposer consider that changes in the County’s RFP schedule are required; the Proposer shall

submit a revised summary schedule with an explanation for the revision for the County’s review. The

County will be under no obligation to accept revised schedules.

8. Instructions to Proposers

8.1 Instructions This RFP provides potential Proposers with sufficient information to enable them to prepare and submit

proposals. This RFP also contains the instructions governing the submittal of a proposal and the materials

to be included therein, including the County requirements, which must be met to be eligible for

consideration. All proposals must be complete as to the information requested in this RFP in order to be

considered responsive and eligible for award. Proposers providing insufficient details will be deemed non-

responsive. The County is not obligated, neither to purchase the full services or products proposed by the

Proposer, nor to enter into an agreement with any one Proposer.

8.2 Availability of Documents The County will publish their competitive bid, RFP, and other procurement notices, as well as award

information, at: http://legacy.cookcountygov.com/purchasing/proposals.html

Interested suppliers should note that, unless otherwise stated in the bid or RFP documents, there is no

charge or fee to obtain a copy of the bid documents and respond to documents posted for competitive

solicitations. Proposers intending to respond to any posted solicitation are encouraged to visit the web

site above to ensure that they have received a complete and current set of documents. Some

procurement notices may provide a downloadable version of the pertinent documents and any

amendments to them, available to suppliers after they have completed a simple registration process.

Additionally, some notices may permit a supplier to submit a response to a posted requirement in an

electronic format.

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Any Proposers receiving a copy of procurement documents from a bid referral service and/or other third

party are solely responsible for ensuring that they have received all necessary procurement

documentation, including amendments and schedules. The County is not responsible for ensuring that all

or any procurement documentation is received by any Proposer that is not appropriately registered with

Cook County.

8.3 Pre-proposal Conference The County will hold a Pre-Proposal conference on the date, time and location indicated on the cover

page. Representatives of the County will be present to answer any questions regarding the goods or

services requested or proposal procedures. Prospective Proposers should respond to the contact person

listed on the front cover of the RFP at least one day prior to the Pre-Proposal Conference to confirm

participation and number of representatives attending the meeting.

Attendees are encouraged to bring a copy of the RFP to the Pre-Proposal conference.

8.4 Special Access to the Pre-Proposal Conference (As applicable) If special accommodations are required for Proposer to attend the Pre-Proposal Conference or the

proposal opening, contact the contact person listed on the front cover of this RFP via email or by phone no

later than three (3) days before the event.

8.5 Clarifications Questions regarding this RFP will be submitted in writing to the contact person listed on the cover page of

this RFP no later than the date stated in the Schedule. Proposer must submit questions in the following

format:

No. Vendor Question RFP Section – if any

1

8.6 Delivery of Proposal Package The Proposal and the Pricing Proposal will be either delivered by hand or sent to the County, Office of the

Chief Procurement Officer through U.S. Mail or other available courier services to the address shown on

the cover sheet of this RFP. Include the RFP number on any package delivered or sent to the County Office

of the Chief Procurement Officer and on any correspondence related to this RFP or the Proposal. The

Proposer remains responsible for insuring that its Proposal is received at the time, date, place, and office

specified. The County assumes no responsibility for any Proposal not so received, regardless of whether

the delay is caused by the U.S. Postal Service, any other carrier, or some other act or circumstance.

Proposals received after the time specified will not be considered.

If using an express delivery service, the package must be delivered to the designated building and office

and not to the County Central Receiving facilities.

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8.7 Uniformity To provide uniformity and to facilitate comparison of Proposals, all information submitted must clearly

refer to the page number, section or other identifying reference in this RFP. All information submitted

must be noted in the same sequence as its appearance in this RFP and the format required for the pricing

proposal. The County reserves the right to waive minor variances or irregularities.

8.8 Proposal Material The Proposal material submitted in response to the RFP becomes the property of Cook County upon

delivery to the Office of the Chief Procurement Officer and will be part of any contract formal document

for the goods or services which are the subject of this RFP.

8.9 Addenda Should any Proposer have questions concerning conditions and specifications, or find discrepancies in or

omissions in the specifications, or be in doubt as to their meaning, they should notify the Office of the

Chief Procurement Officer no later than the date stated on the schedule and obtain clarification prior to

submitting a Proposal. Such inquires must reference the proposal due date and the County RFP number.

Any clarification addenda issued to Proposer prior to the Proposal due date shall be made available to all

Proposers. Since all addenda become a part of the Proposal, all addenda must be signed by an authorized

Proposer representative and returned with the Proposal on or before the Proposal opening date. Failure

to sign and return any and all addenda acknowledgements shall be grounds for rejection of the

Proposal.

Interpretations that change the terms, conditions, or specifications will be made in the form of an

addendum to the solicitation by the County. If issued, the County will post the addenda on the county

website: http://legacy.cookcountygov.com/purchasing. In the event there are any conflicts between the

general terms and conditions and any special terms and conditions, the special terms and conditions shall

take precedence.

8.10 Proposer’s Responsibility for Services Proposed The Proposer must thoroughly examine and will be held to have thoroughly examined and read the entire

RFP document. Failure of Proposers fully to acquaint themselves with existing conditions or the amount of

work involved will not be a basis for requesting extra compensation after the award of a Contract.

8.11 Errors and Omissions The Proposer is expected to comply with the true intent of this RFP taken as a whole and shall not avail

itself of any errors or omission to the detriment of the services or the County. Should the Proposer

suspect any error, omission, or discrepancy in the specifications or instructions, the Proposer shall

immediately notify the County in writing, and the County will issue written corrections or clarifications.

The Proposer is responsible for the contents of its Proposals and for satisfying the requirements set forth

in the RFP. Proposer will not be allowed to benefit from errors in the document that could have been

reasonably discovered by the Proposer in the process of putting the proposal together.

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8.12 RFP Interpretation Interpretation of the wording of this document shall be the responsibility of the County and that

interpretation shall be final.

8.13 Confidentiality and Response Cost and Ownership From the date of issuance of the RFP until the due date, the Proposer must not make available or discuss

its Proposal, or any part thereof, with any employee or agent of the County. The Proposer is hereby

warned that any part of its Proposal or any other material marked as confidential, proprietary, or trade

secret, can only be protected to the extent permitted by Illinois Statutes.

8.14 Use of Subcontractors The Proposal must clearly state the identity of each team member and their role. The Proposer’s response

must include a description of which portion(s) of the work will be subcontracted out, the names and

addresses of potential Subcontractors and the expected amount of money each will receive under the

Contract. The County reserves the right to accept or reject any subcontractor if in the County’s sole

opinion it is in the best interest of the County.

8.15 MBE/WBE Participation Goals Consistent with Cook County, Illinois Code of Ordinances (Article IV, Section 34-277), the County has

established a goal that MBE/WBE firms retained as subcontractors receive a minimum 35% participation.

In an effort to continue to promote and expand the participation of certified MBE/WBE firms, the

Proposer shall make good faith efforts to utilize MBE/WBE certified firms as subcontractors. In its

response, a Proposer shall state the name(s) of the minority and women subcontractor(s) and the level of

participation proposed for each firm to be awarded a subcontract.

In the event that the Proposer does not meet the MBE/WBE participation goal stated by the County for

this procurement, the Proposer must nonetheless demonstrate that it undertook good faith efforts to

satisfy the participation goal. Evidence of such efforts may include, but shall not be limited to,

documentation demonstrating that the Proposer made attempts to identify, contact, and solicit viable

MBE/WBE firms for the services required, that certain MBE/WBE firms did not respond or declined to

submit proposals for the work, or any other documentation that helps demonstrate good faith

efforts. Failure by the Proposer to provide the required documentation or otherwise demonstrate good

faith efforts will be taken into consideration by the County in its evaluation of the Proposer’s responsibility

and responsiveness.

8.16 Proposer’s Disclosure and Conflict of Interest The Proposer must complete and return the enclosed "Economic Disclosure Statement & Forms" along

with their proposal. In the event that further clarification is required on any of the information provided,

the County reserves the right to make any necessary inquiry with a Proposer for such purpose. Such

inquiry, if made, may include a deadline by which time any necessary clarifying information must be

submitted.

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8.17 Cook County RFP Form All Proposers will use this solicitation form for submitting their proposal. Variations or exceptions from the

specifications and general conditions should be submitted in writing. Such variations or exceptions may be

considered in evaluating the offers received. Any exception taken must be noted in the space provided

within this solicitation. Failure to comply with this requirement may cause a Proposer’s proposal to be

considered "nonresponsive."

8.18 Pricing All price and cost information requested in this solicitation should be provided by the Proposer. While

price is a factor in the evaluation of responses received, the relevant importance of price may vary based

on the nature of the purchase and the related significance of other criteria as may be expressed elsewhere

in this solicitation. In evaluating price, the County may give consideration to all cost of ownership factors

relevant to determine the total final cost to the County, including but not limited to: administrative cost

of issuing multiple awards. The County will be the sole determinant of the relevant and appropriate cost

factors to be used in evaluating any Base or Alternate offers and/or Options.

8.19 Period of Firm Proposal Prices for the proposed service must be kept firm for at least one hundred and twenty (120) days after the

last time specified for submission of Proposals. Firm Proposals for periods of less than this number of days

may be considered non-responsive. The Proposer may specify a longer period of firm price than indicated

here. If no period is indicated by the Proposer in the Proposal, the price will be firm until written notice to

the contrary is received from the Proposer, unless otherwise specified in this RFP.

8.20 Awards The County may, at its discretion evaluate all responsive Proposals. The County reserves the right to make

the award on an all or partial basis or split the award to multiple Proposers based on the lowest

responsible Proposers meeting the specifications, terms and conditions. If a split award impacts the

outcome of the project it must be so stated in the proposal.

8.21 Cook County Rights The County reserves the right to reject any and all offers, to waive any informality in the offers and, unless

otherwise specified by the Proposer, to accept any item in the offer. The County also reserves the right to

accept or reject all or part of your Proposal, in any combination that is economically advantageous to Cook

County.

8.22 Alteration/Modification of Original Documents The Proposer certifies that no alterations or modifications have been made to the original content of this

Bid/RFP or other procurement documents (either text or graphics and whether transmitted electronically

or hard copy in preparing this proposal). Any alternates or exceptions (whether to products, services,

terms, conditions, or other procurement document subject matter) are apparent and clearly noted in the

offered proposal. Proposer understands that failure to comply with this requirement may result in the

proposal being disqualified and, if determined to be a deliberate attempt to misrepresent the proposal,

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may be considered as sufficient basis to suspend or debar the submitting party from consideration from

future competitive procurement opportunities.

8.23 Recycling Packaging which is readily recyclable, made with recyclable materials, and designed to minimize potential

adverse effects on the environment when disposed of by incineration or in a landfill is desired to the

extent possible. Product(s) offered which contain recycled materials may be acceptable provided they

meet all pertinent specifications and performance criteria outlined in this RFP. If the product(s) offered

are manufactured utilizing recycled materials, identify the percentage composition and nature of the

recycled content within.

Appendix I (System Requirements Matrix) Please rank your proposed solution on the electronic file provided. All designated cells (blue) should have

a number from 1 to 5. The System Requirements Matrix must be returned in electronic format.

Appendix II - Quick Payment Discounts Cook County continues to work hard to reduce budgets, engage in strategic sourcing, and streamline

internal processes. Consequently, Cook County has initiated a Quick Payment program. The Quick

Payment program provides a benefit to both Cook County and the vendor community. The County will be

able to purchase goods and services in a timelier manner while improving vendor relations. Vendors will

benefit from reduced collection periods and improved capital charges. This will allow the vendor

community to also reduce opportunity costs and improve strategic planning capabilities.

In the chart below please provide the quick payment discounts your company is willing to offer.

For information purposes only.

Quick Payment Discounts

1 What payment terms would your

company propose for this

program?

2 Is there a quick payment

discount that your company

would be willing to offer? If so,

please provide details

PAYMENT TERMS (IN

DAYS) % DISCOUNT

NET 30

NET 20

OTHER

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Appendix III (Cook County Sample Contract Terms and Conditions) A sample Instructions to Bidder and Contact General Conditions is available in the “Doing Business with

Cook County” website.