10_EXHIBIT_05_RSPNWRKSHT_Mentoring_Program_Platform.xlsx
XLSX spreadsheet 15 KB Posted
- Attached to
- Cloud-Based Mentoring Program
- Solicitation number
- EV00000979
- Issued by
- Oklahoma
About this file
This is a technical response worksheet for a Request for Proposals (RFP) issued by the State of Oklahoma, Office of Management and Enterprise Services (OMES) Central Purchasing division on behalf of the Oklahoma State Department of Health (OSDH), Allied Health Service. The solicitation seeks a cloud-based mentoring program platform capable of creating and managing multiple mentoring, onboarding, internship, discipline-specific, and licensure-supervision programs. The platform must support multiple participant roles including mentors, mentees, peers, groups, supervisors, interns, provisionally licensed staff, managers, and administrators, with configurable matching capabilities using administrator-assigned, participant-selected, or automated matching criteria. Required functionality includes participant registration through configurable questionnaires, automated communications, calendar coordination with Microsoft 365 and Outlook, secure data integration with Workday or other agency-approved workforce systems, task assignment capabilities, resource libraries, surveys and feedback tools, comprehensive dashboards and reporting functions, role-based access controls, agency branding capabilities, and secure data export or destruction at contract end. The RFP, identified as solicitation number EV00000979, mandates that all bidders meet mandatory qualifications and requirements evaluated on a pass/fail basis, with failure to respond to any question potentially resulting in deemed nonresponsiveness.
Bidders are required to complete their responses directly in designated yellow boxes within the worksheet, with additional responses clearly labeled if space is insufficient. The platform must comply with applicable State of Oklahoma agency privacy, security, accessibility, and IT requirements for cloud-based software, and any artificial intelligence components offered must default to disabled with opt-out capability for the agency, with agency data explicitly prohibited from training or modernizing vendor AI systems. Implementation and maintenance support must include administrator training, user resources, documentation, ongoing customer support, disaster recovery capabilities, source code deployment support, and annual application support and maintenance with dedicated hours allocated for enhancement requests and defect resolution. Pricing information, prebid conference details, and value-added services are to be submitted in separate exhibits, with the contract potentially designated for statewide use under Oklahoma Statutes 74 O.S. § 85.5(G)(3).
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Exhibit 05 Technical Response
| Request for Proposals for | Mentoring Program Platform |
| Issued by the State of Oklahoma | |
| Solicitation Number EV00000979 | |
| Bidder Name: |
| 7.7 Section Seven: Response to Specifications and Requirements, EXHIBIT 05: OFFEROR RESPONSE WORKSHEET, TECHNICAL RESPONSE |
| Offeror must provide complete and succinct responses to each item below. Insert your responses into this worksheet directly into the yellow boxes If your response does not fit into the boxes below a clearly labeled response (Example: 7.7.b etc). will be considered. Offeror should provide all information necessary to demonstrate Offeror’s ability to meet the requirements of this RFP and the RFP’s Scope of Work. .Note: If the bidder does not meet ALL of these Mandatory Qualifications and Mandatory Requirements, then they will not be considered as a valid respondent and will not be evaluated. These mandatory items will be evaluated on a pass/fail basis. Failure to respond to any question may result in your proposal being deemed nonresponsive. Suppliers are to describe their specialized service and provide detailed information on their expertise and core competencies for each applicable columns of their response,. If the criterion does not have a repsonse please indicate Not Applicable (NA). |
| Suppliers must demonstrate experience and core competencies providing services for customers that match the requirements of this solicitation. Overall, Suppliers must describe their specialized service and provide detailed information on their expertise and core competencies for each applicable category of their bid response. Please review each category descriptions listed in Attacahment A for specific information regarding the qualifications that would be needed by the Suppliers for those categories. The services listed in each category are not exhaustive and Suppliers should bid under the category(s) that best represent the services being offered. Services that cannot easily be classified under other categories may be bid under the “Value Added” section of the solicitation. | |||
| Sections | Bidder Criteria: | Yes/No | Comment |
| Exhibit 01 | Mandatory Requirement 1: Meet applicable State of Oklahoma agency, privacy, security, accessibility, and IT requirements for cloud-based software. | ||
| Exhibit 01 | A - Technical Support and Services. Add your comments below. | ||
| 1 | Create and manage multiple mentoring, onboarding, internship, discipline-specific, and licensure-supervision programs. | ||
| 2 | Register participants and collect program-specific information through configurable questionnaires, forms or program fields. | ||
| 3 | Support multiple participant roles, including mentors, mentees, peers, groups, supervisors, interns, provisionally licensed staff, managers, and administrators. | ||
| 4 | Match participants using administrator-assigned matching, participant-selected matching, configurable matching criteria, or a combination of these methods. | ||
| 5 | Allow administrators to review, adjust, or reassign matches as needed. | ||
| 6 | Send automated communications, including invitations, reminders, match notices, session reminders, match notices, session reminders, survey requests, and program updates. | ||
| 7 | Support session scheduling, calendar coordination, and meeting coordination with Microsoft 365, Outlook, and Teams, as approved by agency IT. | ||
| 8 | Support secure data exchange with Workday or other agency-approved workforce systems, through a secure integration method approved by agency IT. | ||
| 9 | Assign tasks, required content, activities, or program requirements to participants by role, including the ability to set due dates based on assigned dates, fixed, dates, or defined time frames. | ||
| 10 | Provide a resource library or equivalent functionality where administrators can share program materials, guides, training resources, links, and other content. | ||
| 11 | Provide surveys or feedback tools, or equivalent functionality to collect participant input during or after programs. | ||
| 12 | Provide dashboards and reports showing registration, participation, matching activity, session activity, feedback, completion, and program outcomes. | ||
| 13 | Allow reports or program data to be exported for agency use. | ||
| 14 | Provide role-based access so users only see information appropriate to their role. | ||
| 15 | Support agency branding or an agency specific user experience. | ||
| 16 | Provide documentation of security controls acceptable to the agency. | ||
| 17 | Securely return, export, delete, or destroy agency data at the end of the contract, as required by the agency. | ||
| 18 | Any AI component offered by the vendor shall default to disabled and have the opt-out option for the Agency. Agency data shall not be used to train or modernize the vendor's AI components. | ||
| Exhibit 01 | B - Implementation and Maintenance Support. Add your comments below. | ||
| 1 | Provide implementation support, administrator training, user resources, documentation, and ongoing customer support. | ||
| 2 | Disaster Recovery base code, Source code deployment support in the event any issues arise during installation. | ||
| 3 | Provide application support and maintenance for the software. | ||
| 4 | Application support and maintenance will be managed on an annual basis with an allocation of hours dedicated to application support and general maintenance to the platform. | ||
| 5 | Maintenance services (potential enhancement request, or defect resolution issues) for the platform and troubleshooting problems. | ||
| Exhibit 02 | C - PreBid Conference: | ||
| Submit response in Exhibit 02 | |||
| Exhibit 03 | D - Price: | ||
| Submit response in Exhibit 03 | |||
| Attachment A (5.2) | Any other additional Value-Added services | ||
| Submit response in Exhibit 03 |
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