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COUNTY OF ALAMEDAGENERAL SERVICES AGENCY-PURCHASING

ADDENDUM No. 2to

RFP No. 900692for

Learning Management System

Specification Clarification/Modification and Recap of the Networking/Bidders Conferences Held on April 30, 2010 and May 3, 2010

_________________________________________________________________________

NOTICE TO BIDDERS

THIS COUNTY OF ALAMEDA, GENERAL SERVICES AGENCY (GSA), RFP ADDENDUM HAS BEEN ELECTRONICALLY ISSUED TO POTENTIAL BIDDERS VIA E-MAIL. E-MAIL ADDRESSES USED ARE THOSE IN THE COUNTY’S SMALL LOCAL EMERGING BUSINESS (SLEB) VENDOR DATABASE OR FROM OTHER SOURCES. IF YOU HAVE REGISTERED OR ARE CERTIFIED AS A SLEB PLEASE ENSURE THAT THE COMPLETE AND ACCURATE E-MAIL ADDRESS IS NOTED AND KEPT UPDATED IN THE SLEB VENDOR DATABASE. THIS RFP ADDENDUM WILL ALSO BE POSTED ON THE GENERAL SERVICES AGENCY (GSA) CONTRACTING OPPORTUNITIES WEBSITE LOCATED AT HTTP://WWW.ACGOV.ORG/GSA/PURCHASING/BID_CONTENT/CONTRACTOPPORTUNITIES.JSP .

The following Sections have been modified to read as shown below. Changes made to the original RFP document are in bold print and highlighted, and deletions made have a strike through.

Please note that important changes have been made to Exhibit B, Exhibit F and Exhibit G included in this Addendum No. 2. Vendors must submit their bid response using these revised Exhibits including Exhibit B-Revised

Please note: The new RESPONSE DUE DATE is June 18, 2010

1401 LAKESIDE DRIVE, SUITE 907, OAKLAND, CALIFORNIA 94612510 208 9600 FAX 510 208 9626 www.acgov.org/gsa

/tt/file_convert/5e3d8117d42c3675c50ed3f3/document.doc rev. 25 March 2010

http://www.acgov.org/gsa/purchasing/bid_content/ContractOpportunities.jsp

County of Alameda, General Services Agency – PurchasingRFP No. 900692, Addendum No. 2

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IV. TERMS AND CONDITIONS

Section Y, COUNTY PROVISIONS, page 29

2. Small and Emerging Locally Owned Business: A small business for purposes of this RFP is defined by the United States Small Business Administration for NAICS Codes 541511, 541512 and 541519 as having no more than $25,000,000 in average annual gross receipts over the last three (3) years. An emerging business, as defined by the County is one having annual gross receipts of less than one-half (1/2) of the above amount and has been in business less than five (5) years. In order to participate herein, the small or emerging business must also satisfy the locality requirements and be certified by the County as a Small or Emerging, local business. A certification application package (consisting of Instructions, Application and Renewal Application) has been attached hereto as Exhibit E and must be completed and returned by a qualifying contractor.


4. Subject to the requirements of the SLEB program and the criteria of each procurement process, the maximum bid evaluation preference points for being certified is ten percent (10%) [five percent (5%) local, and five percent (5%) certified]. Compliance with the SLEB program is required for architectural, landscape architectural, engineering, environmental, land surveying, and construction project management services projects, but no preference points are applied.


2. The following entities are exempt from the Small and Emerging Local Business (SLEB) requirements as described above and are not required to subcontract with a SLEB:

non-profit community based organizations (CBOs) that are providing services on behalf of the County directly to County clients/residents

non-profit churches or non-profit religious organizations (NPO); public schools; and universities; and government agencies

Non-profits must provide proof of their tax exempt status. These are defined as organizations that are certified by the U.S. Internal Revenue Service as 501(c) 3.


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I. CALENDAR OF EVENTS (page 15 of the RFP)

Event Date/LocationRequest Issued April 16, 2010Written Questions Due by 2:00 p.m. on April 29, 2010Networking/Bidders Conference

April 30, 2010 @ 10:00 a.m.at: Social Services AgencyShooting Star (Room 638, 6th Floor)24100 Amador StreetHayward, CA 94545

Networking/Bidders Conference

May 3, 2010 @ 10:00 a.m. at: General Services AgencyRoom 1107, 11th Floor1401 Lakeside DriveOakland, CA 94612

Addendum No. 1 Issued May 17, 2010Addendum No. 2 Issued June 3, 2010Response Due June 9 18, 2010 by 2:00 p.m.Evaluation Period June 918, 2010 – July 23, 2010Vendor Interviews July 19, 2010--July 22, 2010 Board Letter Issued August 13, 2010 Board Award Date September 14, 2010Contract Start Date September 16, 2010

Responses to Written Questions

Q1) Is the program funded for the initial two (2) year term?) No, funding is approved on a fiscal year basis only. The County has an annual fiscal year

budget from July-June. The County’s intent is for a two (2) year contract.

Q2) Is the County’s intent to award a two (2) year contract with options to renew to the selected bidder?

) Yes.

Q3) To obtain a lower cost per year, will Alameda County consider a three year agreement?) Yes. Please see pricing for additional years of service in EXHIBIT B-Revised attached to

this Addendum 2.

Q4) Can additional pricing line items be added to the pricing schedule in Exhibit B? ) Please submit additional line items on page two of EXHIBIT B-Revised. The line item

pricing will not be factored into the total system cost for the purposes of pricing evaluation. Please note that pricing submitted on page one of EXHIBIT B-Revised shall include all functionalities and support as described in the RFP.


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Q5) How does Alameda County want cost represented for installation of the software? Does the County want a blended rate for the implementation that the County selects?

) Please complete EXHIBIT B-Revised. The County has a pricing line for the installation of a system on the County Servers. The County does not want a blended rate.

Q6) The exhibits skip J and K, are those exhibits supposed to be there? ) No. The Table of Contents states J and K were intentionally omitted.

Q7) Is the bid opening available to the public? ) Yes.

Q8) How will the County guarantee that vendor proprietary or confidential information remains non-disclosed if No part of any bid response cannot be marked as confidential or proprietary?

) Vendors should mark proprietary information or information protected under the uniform trade secrets act as such in your bid submittal. The County will not disclose protected information.

Q9) Will Alameda County enter into a Non-Disclosure Agreement prior to RFP submission?) No.

Q10) If Exhibits E, F, and G do not apply to a vendors company, should the forms be returned back blank as part of the submission?

) Yes. Please sign all forms, even if they no not apply, as acknowledgement that you have read and understand the form.

Q11) Exhibit C states it is page 1 of 2, but there is only one page. Is there an additional page? Are signatures and certificates needed?

) There is only one page to Exhibit C. The County requires bidders to submit insurance certificates, with their bid, evidencing that they meet the requirements of Exhibit C.

Q12) On Exhibit D-1 with regard to current references, how important/mandatory is it to have a reference with similar space in the corporate environment?

) The County would like to have references who have installation experience for a similar size organization.

Q13) Will the County be notifying vendors prior to contacting references? ) No.

Q14) In regards to the references, if a client has been a member of our SaaS environment and has brought the product into their firewall and is client hosted, will this qualify as a former client?


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) Yes.

Q15) If a vendor is located outside of Alameda County, is the Vendor required to have SLEB subcontractor to be responsive to the bid?

) Yes.

Q16) Does each vendor with a SLEB subcontractor receive bid preference? ) No. A Bid preference is available for prime contractors who are Local or SLEB certified.

A 5% Local preference and an additional 5% for being certified SLEB. Prime contractors who are not certified SLEB are required by County policy to use a SLEB subcontractor .If the bidder is Local and not certified SLEB, they will only receive the 5% Local and are still required to use a SLEB subcontractor.

Q17) If a local vendor is currently going through the application process to become SLEB certified, is the Vendor eligible to receive the bidder preference?

) During the evaluation phase of scoring, if the local vendor has not completed the SLEB certification process the vendor will not be qualified as a SLEB and will not receive the additional 5% SLEB preference. Only the 5% local preference will be applied.

Q18) For Vendors who need a SLEB subcontractor, is there a list of certified SLEBs available? ) Yes. On the Alameda County website http://www.acgov.org/auditor/sleb/ under “Find a

Vendor”, bidders may search for a SLEB subcontractor. Please contact the Office of Contract Compliance (OCC) if you have any questions. Contact information for OCC is also located at this site under “Contact Us”.

Q19) Is the County flexible to alternative approaches for meeting the 20% requirement if a vendor is unable to find a SLEB who is directly supporting the contract with Alameda County but can support the vendors operations in other ways?

) The County’s preference is for the SLEB partner to be in direct support of the contract.

Q20) Will the County conduct site visits?) The County will only conduct site visits for the purposes of SLEB certification.

Q21) Why is the County bidding out Learning Management System (LMS) service at this time?) The County does not currently have a true LMS and would like a comprehensive system

that can track online learning; the current system used by the County is not capable of this. Additionally, the County requires multiple learning centers to meet both countywide and departmental needs.

Q22) Can the County provide current LMS fees being paid? ) The County does not currently have an LMS, therefore no fees can be provided

Q23) In the County hosted solution, does the County want pricing for 9,000 or 2,000 employee users?


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) Please refer to EXHIBIT B-Revised attached to this Addendum 2. Bid submittals shall indicate a price to include 12,000 licensed users. EXHIBIT B-Revised must be submitted with your bid.

Q24) The County asked for a SaaS Model option and an LMS purchase option. Is the County open to a Vendor hosting the solution and the County owning the software license?

) No, the County is not open to owning the software license in the Vendor hosted solution.

Q25) Regarding the Probation Department converting their Pathlore data; how would the County like the cost reflected?

) Probation would convert their data and integrate into the County’s database. The cost should be listed on EXHIBIT B-Revised, page 1, in the appropriate line item.

Q26) What is the time frame for when the County would like to be up live and running with the new system?

) After a contract is signed the County expects the system to be up and running in approximately six months.

Q27) How committed is County to the exact scope of services as appeared in the RFP? Will alternative solutions be considered?

) The County is committed to the exact scope of services as appeared in the RFP. Alternative solutions will not be considered.

Q28) Page 5 of the RFP, Paragraph B (Scope), Item 1.b, states: Track and audit costs for training to determine charge-back rates.

Does the County currently have the abilities to track and determine charge-back rates? Are the change-backs structured to acknowledge an organization’s efforts to train individuals in other organizations? Are change-backs defined in dollars credited or debited to organization accounts?

) Yes, the County currently tracks costs for training to determine charge-back rates. No, the County is not currently using this functionality and would like the capability to track costs. Chargebacks are technically for internal customers (other county departments) and done within Alameda County as dollars credited/debited.

Q29) Page 7 of the RFP, Paragraph C (Background), Item 3, states: The system links to other e-learning platforms and interfaces with PeopleSoft/Oracle HRMS personal profile data. This data is refreshed every two (2) weeks automatically through an online interface registration feature which automates employee and supervisor notification of enrollment, and allows for management approval of courses chosen by employees.

Is it desirable to refresh the HRMS data more frequently than every two weeks? Does the personal profile data identify the employee’s supervisor by the supervisor’s ID? How are management approvals handled?


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) No, the County does not need to refresh more than every two weeks. The PeopleSoft/Oracle HRMS system does store the employee ID of the employee’s supervisor, if it has been entered by the department. Within the Pathlore/SumTotal system, managers are notified electronically to go online to approve the registrations.

Q30) Page 8 of the RFP, Paragraph D (Vendor Qualification Criteria), Item 1 and Item 2, states: Bidder shall have been regularly and continuously engaged in the business of providing Learning Management / Learning Content Management Systems (LMS) for a minimum of five (5) years. Bidder must be able to demonstrate in their response, success in the installation and servicing of LMS systems for organizations of similar or equal size to those of Alameda County within the last 2 years. Installation and service experience must be presented in the response and supported by accompanying references.

How flexible is Alameda County with these criteria? ) Alameda County will evaluate the vendors experience and score the bid according to

those criteria.

Q31) Page 8 of the RFP, Paragraph D (Vendor Qualification Criteria), Item 3 states: Bidder must have the ability to provide a “software as a service” (SaaS) / “on demand” vendor hosted solution.

May vendors propose a solution that is Oracle-based? ) Yes, as long as the solution is available as a SaaS (software as a service) model.

Q32) Page 9 of the RFP, Paragraph E (Specific Requirements), Item 1, Paragraph 1 states:The LMS System shall be a comprehensive system for distributing and tracking online learning programs and training administration of both instructor led and online classes, and informal learning or information sharing.

Can the County provide examples of informal learning and information sharing that should be supported in the LMS solution?

) Examples include, coaching sessions, webinars, live video conferences and policy distribution.

Q33) Page 9 of the RFP, Paragraph E (Specific Requirements), Item 1, states : The County is also interested in bidders who have the capability to provide a “client hosted” solution that can be installed on the Alameda County servers at a later date if required.

What weight does this requirement have in the evaluation? ) Bidders must have the capability to meet these requirements.


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Q34) Page 9 of the RFP, Paragraph E (Specific Requirements), Item 2 states:Do a “gap analysis” to determine compliance for mandated classes and other training requirements (e.g. who took and who did not take training)

The reference implies that the gap will be based upon required and completed training; does the County employ any type of competency data to accomplish “gap analysis” of employee’s skills/knowledge?

) Not at the present time. Gap analysis currently applies to mandated programs.

Q35) Page 9 of the RFP, Paragraph E (Specific Requirements), Item 3.b, states: Data from the current Pathlore/SumTotal system is currently available in the central server (in ITD). This data shall be uploaded into the proposed system database.

What are the data elements that require data migration (Courses, schedules, organizational hierarchy, locations, equipment, etc)?

) The County requires migration of all data elements currently used in Pathlore.

Q36) How are Pathlore and SumTotal deployed today? Are the two integrated and what types of users / content / courses are available in Pathlore and Sumtotal?

) Pathlore/Sumtotal is one system (formerly Pathlore, now SumTotal) used for training adminstration, i.e, tracking enrollment, manager approvals, completion, transcripts of “live” classes only.

Q37) What is the purpose of storing data from Pathlore/Sumtotal in the central server? Is it for Backup or is it accessible to end users?

) It will be used for backup and will be accessible to end users.

Q38) What data is loaded to the Probation Department’s Pathlore/Sumtotal system?) Probation currently loads all data elements into Pathlore/Sumtotal.

Q39) Page 10 of the RFP, Paragraph E (Specific Requirements), Item 4, states: The LMS System must store data in a database that meets the County’s standards Microsoft SQL 2000 or higher.

What type of database does the County want? ) The County does not require a particular database as long as the proposed database

meets the functionality stated in Exhibit O. This includes all functionality of Pathlore 6.7 and the ability to analyze all data.

Q40) Page 10 of the RFP, Paragraph E (Specific Requirements), Item 6.b, states: System shall be accessible from enterprise portals and other commonly used applications.

Does the Country require vendor-supplied portals that conform to a specific JSR standard?) If this is to be a vendor hosted solution, then all we need is provide a link to it and it

should be available to County employees from any workstation.


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Q41) Page 10 of the RFP, Paragraph E (Specific Requirements), Item 7.b, states: Throughput: Capability to process 6,000 transactions per hour.

What are the types of transactions taking place? ) A wide range of transactions are taking place. This includes registrations, approvals,

confirmations, rejection notices, looking up class information, online learning, etc.

Q42) Page 10 of the RFP, Paragraph E (Specific Requirements), Item 7.c, states: User Load: Capability to support 35 concurrent users, with a peak of 100 simultaneous users while meeting the required response times and throughput rates.

With the stated goal of expanding use of e-learning, will the County define the number of anticipated simultaneous users accessing the larger e-learning content repository?

) 3,000 simultaneous users out of the potential 12,000 end users are anticipated.

Q43) Page 11 of the RFP, Paragraph E (Specific Requirements), Item 8.d, states: All training should be onsite at County of Alameda facilities.

Will the County consider employee completion of an e-Learning based LMS training delivered via the LMS to meet the stated requirement?

) The County would consider a blended approach where the training is a combination of facility-based and online training.

Q44) How would the County like vendors to respond on Exhibit O with exceptions? ) Page 1 of Exhibit O, Paragraph4, states:

If a bidder intends to state any exceptions, clarifications or amendments to the System Functionality Checklist as described in Exhibit I, Exceptions, Clarifications, Amendments, the bidder is to state “No” in the “Does Proposed System Comply?” column and must then provide detailed information of their exceptions, clarifications or amendments on Exhibit I. All exceptions, clarifications or amendments shall be described in full, using additional pages, as necessary, to provide complete descriptions. Bidder must clearly reference each exception, clarification or amendment by its corresponding section title and item number from the “Number” column. The County, at its sole discretion, shall have the right to deem acceptable any exceptions, clarifications or amendments stated by the bidder.

Exhibit I will allow a vendor to clarify any exceptions.

Q45) Exhibit O, the compliance column, is “partial” an acceptable response? There are several questions in the list that have multiple requirements within one question. How should a vendor address the compliance column on questions where parts (but not all) of the requirements listed are applicable?

) Answer “no” if not able to perform all aspects of the requirement, or not able to answer the question in full. Then use Exhibit I for all exceptions.

Q46) In Exhibit O, is it acceptable to include responses to the “Yes” questions directly below each individual question rather than including the information in a separate area?

) Please provide the “yes” response in the right hand column of Exhibit O.


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Q47) What does the County mean by the key element customization? ) The County wants to understand the vendor’s definition of customization.

Q48) Page 2 of Exhibit O, Section System, Question 4 states: Can the proposed system integrate with an existing PeopleSoft/Oracle Human Resource Management system (HRMS) and financial system?

What are the integration requirements for the financial system? ) No requirements for integration have been determined at this time other than the ability

to integrate with PeopleSoft/Oracle.

Q49) Page 9 of Exhibit O, Section System – Certification Management, Question 113 states: Does the proposed system support the certification requirements of government regulations such as FDA 21 CFR Part 11?

Is compliance specifically to 21 CFR Part 11 a necessity for Alameda County? ) Yes.

Q50) Page 9 of Exhibit O, Section System - Certification Management, Question 115 states: Does the proposed system track completion of external certificates?

Can the County provide an example of an external certificate?) Certificates for classes taken outside of Alameda County, e.g., seminars, workshops,

conferences, trainings, college.

Q51) Page 14 of Exhibit O, Section System -Configurability and Customization, Question 183 states:

Can users create full featured Learning Management System functionality?It is not clear what is meant by the user being able to create “full featured LMS functionality.” Can the County clarify this question by providing an example?

) The County wants to be able to create its own learning centers with the ability to utilize selected features to meet the needs of each department.

Q52) Page 16 of Exhibit O, Section Architecture , Question 19 states:Is the application an "off-the-shelf" product that has been implemented and in production in at least one other location where it is utilized by a workforce of at least 10,000 employees?

Is “off-the-shelf” product referring to a leased software product or a custom-built solution?) It is referring to a leased software product.

Q53) Page 17 of Exhibit O, Section Security, Question 8 states: Does the proposed system have electronic signature/electronic record capability?

Is compliance a necessity for Alameda County? ) Yes.


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Q54) Page 17 of Exhibit O, Section Security, Question 9 states: Is every data or signature entry recorded in the database with a date & time stamp?


Q55) Page 17 of Exhibit O, Section Security, Question 10 states: Does each entry in an electronic record contain the printable name of the operator with time and date stamp and meaning of the signature?


Q56) Page 17 of Exhibit O, Section Security, Question 11 states: Does the proposed system have auditing capabilities (e.g., capture learner information whenever a content object is accessed to help the organization reduce compliance risk)?


Q57) Page 17 of Exhibit O, Section Security, Question 12 states: Can the organization control which functions are audited?


Q58) Exhibit O, Competency/Career Development and Succession Planning identifies specific functionality including performance appraisals, individual career planning, and succession planning. The Exhibit O Functionality section also identifies Performance Management functions of interest to the County. Are all of these capabilities needed for the initial operation of the LMS or will the County implement these in future phases?

) No, not needed initially. It may be implemented later.

Q59) The RFP includes requirements around “Real-Time Learning” in Exhibit O. What are the existing virtual learning tool(s) that are used by the County (WebEx, etc)?

) No tools are currently used by the County.

Q60) Is a content authoring tool required?) No.

Q61) Is the vendor providing training to the trainer, training to the core project group, or training

to the end user group? ) Please see line items on page 1 of EXHIBIT B-revised

Q62) Does the County leverage a train-the-trainer approach for the administrators?) Yes.


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Q63) Will the affiliates use similar types of training or is Alameda County building content for the affiliates?

) Yes, the affiliates will be using similar types of training and be a part of Alameda County’s audience. Building specialized content for affiliates will occur at a later date

Q64) Social Services Agency does live training, is that going to change? ) Social Services would like to incorporate more E-Learning into its training program.

Q65) Has the County established lists of equivalent training where an individual may complete the same course via Instructor Lead Training or e-Learning?

) No.

Q66) The County talked about non-profits and reaching out to an extended enterprise, does the County plan to go out to the public with this solution as well?

) No, not at this time. This bid does not cover extending service to the public.

Q67) If the vendor hosts the solution, does Alameda County require tier one help-desk (end-user support)?

) No.

Q68) What are the languages that need to be supported?) English.

Q69) To what extent does Alameda County require the vendor to support the organization with

end-user rollout?) Support after go-live should be included in bid.

Q70) The RFP includes requirements for informal learning. Are these requirements mandatory or an option?

) On Exhibit O, System Functionality checklist the County has listed it’s desired functionalities. Informal learning is a desired requirement and Vendors must indicate yes or no for each line item on Exhibit O.

Q71) How does Alameda County require end users to authenticate with the LMS?) Currently employees have to be logged onto the County’s internal network (Active

Directory Account), then employees can get into the LMS using their employee ID number. Authentication means how do the users log onto the system.

Q72) Do non-employee students use Self Registration to establish a user record in the LMS?) Currently the County does not allow non-employees to establish user records.

Q73) Are there any other systems that contain HR related data that Alameda County requires the LMS to interface with?

) PeopleSoft/Oracle.


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Q74) If the vendor is hosting the solution, will the vendor be required to host and manage the content?

) Yes. The County will create its own content and the vendor will be required to host and manage/distribute this content.

Q75) If the vendor will be required to “host and manage” the content, how many courses will the County need hosted and managed? What type of courses are there?

) The County is responding with total number of courses that need to be hosted & managed within the LMS. Presently most of these are classroom or “live” classes; some of them will need to be hosted and managed as online classes in the future. Currently, there are 503 courses for HRS, 777 courses for SSA, and 400 courses for Probation. There will be many more from the other 17 departments in the County, especially with Health Care Services (e.g., Behavioral Health Care).

Q76) As the vendor will be required to host and manage the content, what types of contents are there? (i.e. Custom Content – custom created courses that use AICC or SCORM to communicate with an LMS or Non-tracking Content – non-communicating content such as PowerPoint’s, PDFs, Word docs, etc. or Third-Party Content – content purchased off-the-shelf from a third-party)

) All of the above.

Q77) What is the average number of courses a user will take within a year?) Users will take an average of 16 classes per year. The County hosts approximately 400

classes in a fiscal year.

Q78) How many content-consuming end users does the County have?) The initial rollout will have up to 12,000 end users. The County may choose to add on

users as necessary after that.

Q79) Where is Production-Ready content stored?) The Production-Ready content may be stored in the central ITD data center or

departmental data centers.

Q80) Where does the County create content stored such as JPEG’s, text, buttons, and is it centralized or decentralized?

) Decentralized, in departmental data servers.

Q81) Are there sources of e-learning content that are available to the County when the County has enhanced LMS capabilities? If so, what are these sources and what standards are used to develop this available content?

) Various technical content libraries may be utilized by departments.


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Q82) May the County end-user workstations include Adobe Flash v. 10+?) Yes.

Q83) Please identify and elaborate on any other systems and data sets that require migration to the new LMS? What is the data currently stored in (Oracle DB, excel documents, paper)? What data fields are targeted for migration? Courses, enrolments (past and future), legacy training history, etc? Will Alameda County collect and manipulate source data into a mutually agreed upon flat-file specification?

) The current training data in the County’s Pathlore/SumTotal system is stored in an SQL Server. All current data fields in both the HRS/SSA database (and possibly the Probation database) will need to be migrated, e.g., courses, classes, person transcripts, legacy training, etc. As mutually agreed upon and feasible, the County will work with the selected vendor to determine how to collect and migrate data.

Q84) Does Alameda County have a resource (DBA, etc) who understands the current database structure and who can extract data into a pre-defined file and format?

) Yes.

Q85) To what extent are the e-commerce features required: Ability to accept credit cards? Ability to accept purchase orders? What is the desired business process around supporting purchase orders? Is physical verification and processing of purchase orders required prior to authorizing access to course registration and/or launching? Ability to accept checks? What is the desired business process around supporting checks? Is physical verification and processing of checks required prior to authorizing access to course registration and/or launching? Provide basic shopping cart functionality for scheduled instructor led events and/or online courseware? Provide basic shopping cart functionality for scheduled instructor led events and/or online courseware. Ability to support multi-tier pricing? Please elaborate if this is required.

) All of the above is desired, but not required.

Q86) Does the County currently have a contract with a payment processor such as PayPal’s Payflow Pro (formerly Verisign)?

) No.

Q87) What versions of PeopleSoft HCM is the County currently running and are there plans on upgrading to 9.1 during this calendar year?

) The County currently uses 9.0. There are no plans at this time to upgrade to 9.1. Earliest upgrade will be in 2012.

Q88) The County has documented system requirement number 54 - Can the catalog be accessed using e-mail?

) Yes, the catalog can be accessed using e-mail.


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Q89) Can a vendor use an open source system using their own Service Level Agreements (SLA)? ) No.

Q90) Regarding the interface with PeopleSoft, detail in terms of what you would like to come across with that interface.

) Interface to extract data from PeopleSoft to the LMS system only.

Q91) Regarding the data conversion, what type of data is the County trying to convert and the historical timeline of data?

) All data in Pathlore/Sum Total.

Q92) If the solution is deployed behind the firewall, does Alameda County have a license for an Oracle database?

) The County does not have an Enterprise license for Oracle database.

Q93) Do the County’s affiliates require separate licensing agreements? ) No. The affiliates will be under Alameda County’s agreement.


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The following participants attended the Bidders’ Conferences:

Company Name Representative Contact InformationSABA5945 W Parker # 1123Plano, TX 75093

Kevin Kirkwood Phone: (972) 839-1912E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

IBM 4000 Executive Parkway

Samir Bhulnugar Phone: (510) 757-6855E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

D2L Ltd. 715 St Paul StreetBaltimore, MD 21202

Ryan LeClaire Phone: (888) 772-0325 x477E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: Yes

Edubrite Systems 5515 Civic Terrace Avenue Newark, CA

Ajay Upadhyaya Phone: (510) 290-4867E-Mail: [email protected] Contractor: NoSubcontractor: YesCertified SLEB: No

DOTCOM34515 Hurst AvenueFremont, CA 94555

Uzma Almakky Phone: (510) 557-1562E-Mail: [email protected] Prime Contractor: YesSubcontractor: NoCertified SLEB: No

Learn.com14001 NW 4th StreetSunrise, FL 33325

Tony Jackson Phone: (954) 233-4000 x5530E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

emTRAin 777 Campus Commons, Suite 200Sacramento, CA 95825

Dorinda McMillan Phone: (916) 838-4252E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

Geo Learning1400 Westow Drive, Suite 301West Des Moine, IA

David Dobson Phone: (360) 789-2534E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

BI 2303 Camino Ramon, Suite 200San Ramon, CA 94583

Todd Eisenstadt Phone: (925) 895-9897E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No


of 17May 16, 2023

Company Name Representative Contact InformationCIBER, Inc. 2 Berkshire Aliso Viejo, CA 92656

Brett Miller Phone: (714) 514-7598E-Mail: [email protected] Contractor: Yes Subcontractor: NoCertified SLEB: No

Oracle / Peoplesoft4500 Oracle Lane Pleasanton, CA 94588

Nancy McPoyle Phone: (510) 461-2724E-Mail: [email protected] Prime Contractor: NoSubcontractor: YesCertified SLEB: No

Fitting Back In3117 Fitte DriveSacramento, CA 95827

Prentiss Fields Phone: (918) 520-7937E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

Custom Performance Solutions4333 Atlas Avenue Oakland, CA 94619

Cindy McCann Phone: (510) 530-3423E-Mail: [email protected] Contractor: NoSubcontractor: YesCertified SLEB: Yes

CertPoint Systems4 Expressway PlazaRoslyn Heights, NY 10057

Stuart Okmin Phone: (925) 984-2112E-Mail: [email protected] Contractor: YesSubcontractor: NoCertified SLEB: No

COUNTY OF ALAMEDA, GENERAL SERVICES AGENCY-PURCHASING EXHIBIT A – BID ACKNOWLEDGEMENT

RFP No. 900692, Addendum No. 2

The County of Alameda is soliciting bids from qualified vendors to furnish its requirements per the specifications, terms and conditions contained in the above referenced RFP number. This Bid Acknowledgement must be completed, signed by a responsible officer or employee, dated and submitted with the bid response. Obligations assumed by such signature must be fulfilled.1. Preparation of bids: (a) All prices and notations must be printed in ink or typewritten. No erasures permitted. Errors may be crossed out and

corrections printed in ink or typewritten adjacent and must be initialed in ink by person signing bid. (b) Quote price as specified in RFP. No alterations or changes or any kind shall be permitted to Exhibit B, Bid Form. Responses that do not comply shall be subject to rejection in total.

2. Failure to bid: If you are not submitting a bid but want to remain on the mailing list and receive future bids, complete, sign and return this Bid Acknowledgement and state the reason you are not bidding.

3. Taxes and freight charges: (a) Unless otherwise required and specified in the RFP, the prices quoted herein do not include Sales, Use or other taxes. (b) No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or for any other purpose, except taxes legally payable by County, will be paid by the County unless expressly included and itemized in the bid. (c) Amount paid for transportation of property to the County of Alameda is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping papers show the consignee as Alameda County, as such papers may be accepted by the carrier as proof of the exempt character of the shipment. (d) Articles sold to the County of Alameda are exempt from certain Federal excise taxes. The County will furnish an exemption certificate.

4. Award: (a) Unless otherwise specified by the bidder or the RFP gives notice of an all-or-none award, the County may accept any item or group of items of any bid. (b) Bids are subject to acceptance at any time within thirty (30) days of opening, unless otherwise specified in the RFP. (c) A valid, written purchase order mailed, or otherwise furnished, to the successful bidder within the time for acceptance specified results in a binding contract without further action by either party. The contract shall be interpreted, construed and given effect in all respects according to the laws of the State of California.

5. Patent indemnity: Vendors who do business with the County shall hold the County of Alameda, its officers, agents and employees, harmless from liability of an nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or unpatented invention, article or appliance furnished or used in connection with the contract or purchase order.

6. Samples: Samples of items, when required, shall be furnished free of expense to the County and if not destroyed by test may upon request (made when the sample is furnished), be returned at the bidder’s expense.

7. Rights and remedies of County for default: (a) In the event any item furnished by vendor in the performance of the contract or purchase order should fail to conform to the specifications therefore or to the sample submitted by vendor with its bid, the County may reject the same, and it shall thereupon become the duty of vendor to reclaim and remove the same forthwith, without expense to the County, and immediately to replace all such rejected items with others conforming to such specifications or samples; provided that should vendor fail, neglect or refuse so to do the County shall thereupon have the right purchase in the open market, in lieu thereof, a corresponding quantity of any such items and to deduct from any moneys due or that may there after come due to vendor the difference between the prices named in the contract or purchase order and the actual cost thereof to the County. In the event that vendor fails to make prompt delivery as specified for any item, the same conditions as to the rights of the County to purchase in the open market and to reimbursement set forth above shall apply, except when delivery is delayed by fire, strike, freight embargo, or Act of God or the government. (b)Cost of inspection or deliveries or offers for delivery, which do not meet specifications, will be borne by the vendor. (c) The rights and remedies of the County provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.

8. Discounts: (a) Terms of less than ten (10) days for cash discount will considered as net. (b) In connection with any discount offered, time will be computed from date of complete, satisfactory delivery of the supplies, equipment or services specified in the RFP, or from date correct invoices are received by the County at the billing address specified, if the latter date is later than the date of delivery. Payment is deemed to be made, for the purpose of earning the discount, on the date of mailing the County warrant check.

9. California Government Code Section 4552: In submitting a bid to a public purchasing body, the bidder offers and agrees that if the bid is accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2, commencing with Section 16700, of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the bidder for sale to the purchasing body pursuant to the bid. Such assignment shall be made and become effective at the time the purchasing body tenders final payment to the bidder.

10. No guarantee or warranty: The County of Alameda makes no guarantee or warranty as to the condition, completeness or safety of any material or equipment that may be traded in on this order.

THE undersigned acknowledges receipt of above referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the vendor indicated below, in accordance with the specifications, terms and conditions of this RFP and Bid Acknowledgement.

Firm:Address:State/Zip

By:_______________ ________________________________________________ Date____________ Phone_____________________

Printed Name Signed Above:_______________________________________________________________________________________

Title:_______________________________________________________________________________________________________

EXHIBIT B-Revised

COUNTY OF ALAMEDA

RFP No. 900692For

LEARNING MANAGEMENT SYSTEM (LMS)BID FORM

All costs shall be submitted on Exhibit B as is. No alterations or changes of any kind are permitted. Bid responses that do not comply will be subject to rejection in total. The cost quoted below in the Total Cost box shall be FOB and include all taxes and other charges and is the total cost the County will pay for the term of any contract that is a result of this bid.

DESCRIPTIONUNIT OF

MEASURE

ESTIMATED QUANTITY (number of units to complete the

project specified in this RFP)UNIT COST EXTENDED COST

(Estimated Quantity multiplied by Unit Cost)

LMS, web hosted, software as service option (total price for a complete system including all hardware, software, installation and support necessary to meet the specifications and functionalities described in this RFP for a two (2) year period.

Each One (1) Complete System for use by up to 12,000 individuals

Design and Installation-Hourly Labor Rate (in the “Estimate Quantity” box, vendor is to estimate the number of hours necessary to complete the project as described in this RFP).

Per Hour 200

Data Migration Per Hour 20

Probation Department Data Conversion Per Hour 20Train the Trainer Hourly Labor Rate Per Hour 20

Train the Core Group*-Hourly Labor Rate*system administrators, admin. users, configuration users, etc.

Per Hour 20

Train the End User-Hourly Labor Rate Per Hour 20

Testing and Optimization Hourly Labor Rate (in the “Estimate Quantity” box, bidder is to estimate the number of hours necessary to complete the project as described in this RFP).

Per Hour 20

SUB TOTAL OF HOSTED SOLUTION

ADD 9.75% SALES TAX TOTAL COST OF HOSTED SOLUTION

Page 1 of 2 Initials:___________

EXHIBIT B-Revised

LMS, purchase option, application on County servers (total price for a complete system including all hardware, software and installation necessary to meet the specifications and functionalities described in this RFP).

Each One (1) Complete System

SUB TOTAL OF LMS PURCHASE OPTION ADD 9.75% SALES TAX

TOTAL COST OF LMS PURCHASE OPTION

In the blank space provided below, please state pricing of any options which you believe may be of future use/interest to the County with regard to this contract such as add-on modules, upgrade features etc. Use further sheets as necessary in order to add line items to this section. The pricing and rates quoted below will not be calculated into costs for purposes of bid evaluation, but shall be valid throughout the term of the contract

DESCRIPTION UNIT OF MEASURE UNIT COST

Hourly Rate for System Customization (after initial installation and optimization). Hourly Rate

Additional software use licenses beyond the first 10,000 which may be purchased on an as needed basis. e.g., for using additional functions like talent management, etc. Group of 500 use licensesAdditional years of service beyond initial two (2) year term. The County is asking for a per-year price on extensions, which if the County exercises would be for a maximum of three (3) years.

Per Year

Bidder agrees that the price(s) quoted are the maximum they will charge during the term of any contract awarded.

FIRM: ____________________________SIGNATURE:________________DATE:_______

PRINTED NAME: _____________________TITLE:________________________________

Page 2 of 2 Initials:___________

EXHIBIT F - RevisedSMALL LOCAL EMERGING BUSINESS (SLEB) PARTNERING INFORMATION SHEET

COUNTY OF ALAMEDARFP No. 900692

forLearning Management System

In order to meet the small local emerging business (SLEB) requirements of this RFP/Q, all bidders must complete this form as required below.

Bidders not meeting the definition of a SLEB (as stated in this RFP/Q County Provisions) are required to subcontract with a SLEB for at least twenty percent (20%) of the total estimated bid amount in order to be considered for contract award. This form must be submitted for each business that bidders will work with, as evidence of a firm contractual commitment to meeting the SLEB participation goal. (Copy this form as needed.)

Bidders are encouraged to form a partnership with a SLEB that can participate directly with this contract. One of the benefits of the partnership will be economic, but this partnership will also assist the SLEB to grow and build the capacity to eventually bid as a prime on their own.

Once a contract has been awarded, bidders will not be able to substitute named subcontractors without prior written approval from the Auditor-Controller, Office of Contract Compliance (OCC).

County departments and the OCC will monitor the contract for compliance with the SLEB requirements.

BIDDER IS A CERTIFIED SLEB (sign below)

SLEB BIDDER BUSINESS NAME: _______________________________________________________________

SLEB Certification #____________________ SLEB Certification Expiration Date ____/____/____

NAICS Codes Included in Certification_______________________________________________________

BIDDER is NOT a certified SLEB and will subcontract ________% with the SLEB named below for the

following goods/services: ______________________________________________________________________

SLEB Subcontractor Business Name: ______________________________________________________

SLEB Certification #:____________________ SLEB Certification Expiration Date: ___/___/___

SLEB Certification Status: Small Emerging

NAICS Codes Included in Certification_______________________________________________________

Principal Name: _________________________________________________________________________

SLEB Subcontractor Principal Signature: ___________________________________________Date:___________

Bidder Signature: _____________________________________________________ Date:_______________ Revision 5-11-10

EXHIBIT G - Revised

COUNTY OF ALAMEDARFP No. 900692

forLearning Management System

REQUEST FOR BID PREFERENCEPLEASE READ AND COMPLETE THIS FORM CAREFULLY:

IF YOU WOULD LIKE TO REQUEST THE LOCAL BUSINESS, SMALL AND LOCAL BUSINESS, OR EMERGING AND LOCAL BUSINESS BID PREFERENCE, COMPLETE THIS FORM AND RETURN IT WITH YOUR RFP/Q SUBMITTAL. IN ADDITION, IF APPLYING FOR A LOCAL BID PREFERENCE, SUBMIT THE FOLLOWING:

Copy of a verifiable business license, issued by the County of Alameda or a City within the County; and Proof of six (6) months business residency, identifying the name of the vendor and the local address. Utility

bills, deed of trusts or lease agreements, etc., are acceptable verification documents to prove residency.

Subject to the requirements of the SLEB program and the criteria of each procurement process, the maximum bid evaluation preference points for being certified is 10% (5% local & 5% certified). Compliance with the SLEB program is required for architectural, landscape architectural, engineering, environmental, land surveying, and construction project management services projects, but no preference points are applied.

Check the appropriate boxes below (2 maximum) and provide the requested information.

Request for 5% LOCAL Bid Preference (Complete 1-4, print name, title, sign and date below)

1. Company Name

2. Street Address

3. Telephone Number

4. Business License #

Request for 5% SMALL Local Business Bid Preference OR

Request for 5% EMERGING Local Business Bid Preference(Complete certification information below)

SLEB Certification #: SLEB Certification Expiration Date / / NAICS Codes Included in SLEB Certification

The Undersigned declares that the foregoing information is true and correct:

Print/Type Name:

Print/Type Title:

Signature:

Date:

Revision 5-11-10

RFP No. 900692

EXHIBIT LRFP VENDOR BID LIST

Below is the Vendor Bid List for this project consisting of vendors who have responded to RFI No. 900692 and/or been issued a copy of this RFP. This Vendor Bid List is being provided for informational purposes to assist bidders in making contact with other businesses as needed to develop local small and emerging business subcontracting relationships to meet the requirements of the Small Local Emerging Business (SLEB) Program (described within the RFP). For additional information regarding the SLEB Program, please visit our website at http://www.acgov.org/auditor/sleb/ and/or contact the Auditor-Controller’s Office of Contract Compliance (OCC) located at 1221 Oak St., Rm. 249, Oakland, CA 94612 at Tel: (510) 891-5500, Fax: (510) 272-6502 or via E-mail at [email protected]

Vendors who attended the Networking/Bidders Conferences have been added to the Vendor Bid List. Please see the RFP sections entitled ‘Calendar of Events’ and ‘Networking/Bidders Conferences’ for additional information. The Networking/Bidders Conferences scheduled for all current projects are posted on the GSA Calendar of Events website at http://www.acgov.org/calendar_app/DisplayListServlet?site=Internet&ag=GSA&ty=PUR. This RFP Addendum is being issued to all vendors on the Vendor Bid List; the following revised vendor list includes contact information for each vendor attendee at the Networking/Bidders Conferences.

RFP No. 900692 - Learning Management SystemBusiness Name Street Address City ST Contact Name

Phone Number Email

Cornerstone OnDemand 1601 Cloverfield Blvd. Santa Monica CA Miranda Ashby (410) 828-1330 [email protected] 715 St. Paul Street Baltimore MD Jay Murdoch (519) 772-0325 [email protected] 5515 Civic Terrace Ave. Newark CA Ajay Upadhyaya (510) 290-4867 [email protected] Learning 300 State St. #400 New London CT Anthony Simmons (609) 306-1934 [email protected] Learning 2401 15th St. #150 Denver CO Debi Garrity (303) 302-1187 [email protected] 240 Bay Street Victoria BC Cameron Inouye (250) 361-9300 [email protected] 1177 Beltline Rd. Coppell TX Brandon Dobbs (972) 906-5059 [email protected] Learning Group 8221 Ritchie Hwy #303 Pasadena MD Ernie Wagner (410) 975-9440 [email protected] Government 3111 Fite Circle #103 Sacramento CA Philip Williams (916) 779-4888 [email protected] 14001 NW 4th Street Sunrise FL Tammy Broussard (813) 571-7707 [email protected] LLC 2510 Professional Rd. Richmond VA Viren Kapadia (804) 320-1414 [email protected] 4300 Steven Creek Blvd. San Jose CA N. Subramanyan (510) 249-9080 [email protected] Knowledge 4465 Brookfield Corp. Dr. Chantilly VA Roy Haythorn (585) 214-2450 [email protected] USA 1050 Crown Pointe Pkwy Atlanta GA Sandeep Godkhindi (770) 290-6098 [email protected] 194 Sophia Street Peterborough ON Stephen Han (705) 745-6605 [email protected] Systems 4401 Wilson Blvd. #400 Arlington VA Daniel Curley (781) 916-2345 [email protected] Inc. 1569 Jefferson Hwy #103 Fisherville VA David Williams (877) 299-1293 [email protected] 5945 W. Parker Rd. #1123 Plano TX Kevin Kirkwood (972) 839-1912 [email protected] Software 23 Hawthorne Drive Westfield NJ Travis Hudelson (908) 233-6333 [email protected] ERP Solutions 6140 Stoneridge Mall Rd. Pleasanton CA Raghu Yelluru (925) 963-8490 [email protected] Learning 3831 Golf Drive Houston TX Tim Shell (713) 402-1900 [email protected] Systems 7965 North High Street Columbus OH Gary Zuder (614) 781-9235 [email protected], Inc. 411 Waverley Oaks Waltham MA Bill Hutchins (781) 891-1999 [email protected] Network 106 Capitola Drive Durham NC Rich Makowski (800) 397-5215 [email protected] 311 Elm Street, Suite 200, Cincinnati OH Ray Bradley (513) 852-7917 [email protected] Business Cards PO Box 12262 Oakland CA Beverley Sanders (510) 638-3471 [email protected] Digital Media, Inc. 3908 Valley Ave., Suite A Pleasanton CA James Fasso (925) 426-8230 [email protected] Systems, Inc. 1808 North Shoreline Blvd. Mountain View CA Mitcheal Risner (970) 370-3440 [email protected] OnDemand 1601 Cloverfield Blvd. Santa Monica CA Jonathan Beavers 310-752-01-96 [email protected]

http://www.acgov.org/calendar_app/DisplayListServlet?site=Internet&ag=GSA&ty=PUR

mailto:[email protected]

http://www.acgov.org/auditor/sleb/

RFP No. 900692

EXHIBIT LRFP VENDOR BID LIST

RFP No. 900692 - Learning Management SystemBusiness Name Street Address City ST Contact Name

Phone Number Email

Carahsoft Technology Corp. 12369 Sunrise Volley Dr. Ste. D2 Reston VA Craig P. Abod (703) 871-8500 [email protected] 777 Campus Common Rd. #200 Sacramento CA Dorinda McMillan (916) 481-7474 [email protected] OnDemand 33 Dublin Drive Lutherville MD Miranda Ashby (443) 683-5266 [email protected] Systems 4401 Wilson Blvd. #400 Arlington VA Michael Ferragut (703) 678-0132 [email protected] Total Systems 7965 North High Street Columbus Oh Gary Zuder (614) 781-9235 [email protected] 12940 Brookpark Road Oakland CA Nancy McPoyle (510) 461-2724 [email protected] 34515 Hurst Avenue Fremont CA Uzma Almakky (510) 557-1562 [email protected] Learning 1400 Westow Drive, Ste. 301 W. Des Moine IA David Dobson (360) 789-2534 [email protected] 2303 Camino Ramon, Ste. 200 San Ramon CA Todd Eisenstadt (925) 895-9897 [email protected], Inc 2 Berkshire Aliso Viejo CA Brett Miller (714) 514-7598 [email protected] Back In 3117 Fitte Drive Sacramento CA Prentiss Fields (918) 520-7937 [email protected] Performance Solutions 4333 Atlas Avenue Oakland CA Cindy McCann (510) 530-3423 [email protected] Systems 4 Expressway Plaza Roslyn Heights NY Stuart Okmin (925) 984-2112 [email protected]

The Educe Group, Inc.8120 Woodmont Avenue, Ste. 440 Bethesda MD Gregory Daniel (301) 215-7370 [email protected]

county of alameda - acgov.org · web viewpage 11 of the rfp, paragraph e (specific requirements),...

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