2031JW21Q00097-0001_Attachment 1_Requirements Matrix-Amendment-trackchanges.pdf

Attachment 1: Requirements Matrix RFQ 2031JW21Q00097, Amendment 0001

Information Technology (IT) Research Licenses

Requirements Matrix

Per Quote Submission Instructions of the Request for Quotations (RFQ), vendors must complete the requirements matrix below.

In the matrix below, the key requirements of the IT Research Licenses solicited for are identified. To complete the requirements matrix as a part of its technical quotation, a vendor should explain in the “Description of How Requirement is Met / Vendor Comments” column how its proposal fully meets the associated requirement. This space may also be used to provide any additional comments or clarifications.

Each blank column must be completed in order for a vendor’s response to be evaluated for award. Vendors who fail to complete the entire matrix may be considered deficient or unacceptable and may be excluded from further evaluation.

# OCC Requirement Description of How Requirement is Met / Vendor Comments Contractor Requirement 1 The OCC may change users, at no additional cost.

Executive IT Research/Advisory License Requirements (CIO and SLT)

1 Client Service Management

1a A vendor client service manager with senior technology executive experience to serve as the licensee’s primary point of contact

2 Executive Research

2a Access to vendor-produced executive content with opportunity for access to any research specific to agency needs

2b Executive Research Reports – access to executive-level research covering topics on business-relevant areas for IT

2c Includes business content in the banking and financial domain such as FinTech

2d Opportunity to discuss the reports with researchers

3 Published Research

3a

Access to the vendor’s library of commercially available published research such as: core IT research, benchmarks, best practices, case studies, diagnostic tools, and templates, along with audio commentaries and webinars, if available.

3b Unlimited access to researchers for inquiries on any area of the published research.

3c Access to IT Key Metrics Data - benchmarks from industry relevant to the OCC.

4 Executive Networking

4a Access to a senior technology leader community

4b Peer Directory or Peer Networking – access to searchable directory of CIOs/senior technology leaders or directed peer networking through an advisor.

4c Online Forums – access to virtual discussions of common issues with peers or directed peer networking through an advisor.

4d Offline meetings at vendor symposium with applicable peers

4e Leadership Development – content for CIO/technology leader development

5 Team Workshop

5a One (1) half-day session (four hour session) approved by the CIO, i.e., Team Leader, focused on a vendor-supported topic applying executive research and planning

6 Access to vendor IT symposium

6a One (1) invitation to vendor IT symposium, per license. Virtual symposium or conference is an acceptable format.

2 CIO Executive License, in addition to above.

1 Executive Partner

1a Vendor to provide access to an Executive Partner with senior/technology CIO executive experience.

1b

License holder has the opportunity to interact with the vendor’s Executive Partner in various activities like strategy development based on CIO priorities and initiatives.

2 Tailored Advisory Service and Research, including:

2a Inquiries – access to research advisors for CIO-determined discussions and questions with opportunity for CIO to include staff members

2b Priority Scheduling – ability to obtain prioritization in the vendor scheduling requested inquiries

3 Team Workshop

Two (2) half-day sessions (two four-hour sessions) or one (1) full-day session (one eight-hour session) determined by the CIO focused on a vendor-supported topic

3b The workshops may include up to a total of twenty-five (25) participants chosen by licensee

4 Vendor CIO Symposium attendance

4a One (1) invitation with 1-on-1 session, and CIO programs access. Virtual symposium or conference is an acceptable format.

Technical Professional-level licenses

Provide guidance, insights, and tools contributing to delivery and execution of technologies in support of IT strategy.

2 Published Research

2a Access to the vendor’s library of commercially available published work

2b Unlimited access to online research, such as benchmarks, best practices, case studies, tools and templates with the ability to download the content

2c IT product and service comparisons and assessments

2d Materials and presentations that the vendor has presented at past conferences/symposiums

2e Recordings of vendor hosted webinars

3 Unlimited access to Research Advisors/Analysts for individual inquiries on research content

Unlimited inquiries (defined as one-on-one phone call/conference call for up to 30 minutes in duration, each)

3b Each licensee shall be able to independently schedule an inquiry for themselves.

4 Document reviews for IT documents up to 20 pages in length, as described:

4a

IT documents are defined as a written (printed or electronic) document that provides information on IT related subjects. Documents may include terms and conditions such as contract language.

4b

Reviews shall include comments/feedback that may assist the licensee in addressing missing or unclear information, along with overall suggestions to improve the document; however, the review does not require document redline mark-up

4c No restrictions on the amount of document reviews to be performed

Additional Workshops (option item)

Additional workshops (option item) shall be exercised individually on a firm fixed unit price basis, as needed.

1a

Workshops defined as one (1) half-day session (four hour session) each, focused on a vendor-supported topic and may include up to a total of twenty-five (25) participants chosen by licensee