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Attachment 1: Requirements Matrix
RFQ 2031JW21Q00097
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 |
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 |
| 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 |
| 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. |
| 4a |
| Access to a senior technology leader community |
| 4b |
| Peer Directory – access to searchable directory of CIOs/senior technology leaders |
| 4c |
| Online Forums – access to virtual discussions of common issues with peers. |
| 4d |
| Offline meetings at vendor symposium with applicable peers |
| 4e |
| Leadership Development – content for CIO/technology leader development |
| 5a |
| One (1) half-day 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. |
| 2 |
| CIO Executive License, in addition to above. |
| 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 |
| 3a |
| Two (2) half-day sessions or one (1) full-day 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 |
Technical Professional-level licenses
| 1 |
| Provide guidance, insights, and tools contributing to delivery and execution of technologies in support of IT strategy. |
| 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 |
| 3a |
| 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)
| 1 |
| 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 each, focused on a vendor-supported topic and may include up to a total of twenty-five (25) participants chosen by licensee |
