The University of Texas at Dallas UTD

THE UNIVERSITY OF TEXAS AT DALLAS, UTD PROCUREMENT DEPARTMENT
TEXAS AGENCY #738, ph 972-883-2300 fax 972-883-6879 http://www.utdallas.edu

RFP Issue Date 05-21-2010
REQUEST FOR PROPOSALS RFP #Oracle Data Warehouse/Reporting Solution
RFP OPENING June 22, 2010 5pm
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Email, Fax or Mail, sealed RFP to - Fax 972-883-6879 RFP FROM

http://www.utdallas.edu/utdgeneral/business/procure/
The University of Texas at Dallas UTD
UTD Buyer: Pete Bond, AVP for Procurement Management
For clarifications regarding the RFP process
Email: pbond@utdallas.edu
Or hand deliver/ air express Delivery Address:

The University of Texas at Dallas The University of Texas at Dallas
Purchasing M/S AD34 Central Receiving 972-883-2779
800 W CAMPBELL RD 800 W. CAMPBELL RD
RICHARDSON, TX 75080-3021 RICHARDSON, TX 75080-3021
For clarification of the Specifications, Responder may contact the UTD Department:
Sue E Taylor
setaylor@utdallas.edu
Asst VP Information Resources
Information Resources
972-883-4694:
List the RFP #, opening date, your company name on the submitted RFP envelopes or documents.
Enter your Federal Employer's Identification Number. Sole owner should also enter Social Security Number.
By signature hereon, Proposer offers and agrees to furnish the Services to University and comply with
all terms, conditions, requirements and specifications set forth in this RFP:
Responder address:
Federal ID#: ______________________________________________________________________________
Vendor Name: _____________________________________________________________________________
Address: _________________________________________________________________________________
City-State-Zip: _____________________________________________________________________________
Phone/Fax/email: __________________________________________________________________________
Printed Name: _____________________________________________________________________________
Signature: ________________________________________________________________________________
Group Pricing UTD will consider any offers available under Group government purchasing cooperatives, group
pricing such as: TXMAS, GSA, BUYBOARD, TCPN, USCommunities, E&I, DIR, Collin County Forum.
_____ Check here if you would like to make this offer available to other UT schools.
_____ Check here to make this offer available to other government agencies.
_____ HUB Check here if your company is certified by Texas http://www.window.state.tx.us/procurement/
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SBA Small Business Administration Government-wide Procurement Preference Goaling Program
Check here if your company qualifies as one of the following per the SBA rules http://www.sba.gov/GC/goals/
_____ (SDB) Small Disadvantaged Business Concern
_____ (WOSM) Women-Owned Small Business Concern
_____ (HBCU) Historically Black Colleges and Universities and Minority Institutions (MI)
_____ (HUBZone SB) Hubzone Small Business Concerns
_____ (VOSB) Veteran-Owned Small Business Concerns
_____ Service-Disabled Veteran-Owned Small Business Concerns
Federal Funds: All procurements of supplies, equipment, and services utilizing Federal Funds (e.g., Federal
Grant or Contract) shall be made in accordance with all applicable federal rules and regulations: Federal
Acquisition Regulations (FAR), Federal Office of Management and Budget (OMB)
Educational Institutions (even if part of a State or local government) follow: OMB
 A-21 for cost principles
 A-110 for administrative requirements, and
 A-133 for audit requirements
http://www.whitehouse.gov/omb/circulars/index-education.html Circulars: Educational and Non-Profit Institutions
Documents
http://www.whitehouse.gov/omb/circulars/a110/a110.html OMB Circular A110
http://www.epls.gov/ Excluded Parties List (Debarred Bidders List)
By signing this document vendor certifies they are in compliance with OMB A110 and are not on the Debarred
Bidders List
Right to Cancel UTD shall have the right to cancel this contract with cause with 90 days notice during the initial
year
HUB If this order is expected to exceed $100,000 HUB Subcontracting Plan (HSP) Documents are required
by law to be supplied, available at this site: http://www.window.state.tx.us/procurement/prog/hub/hub-forms/
WE MAY HAVE TO DISQUALIFY ANY BID OVER $100,000 MISSING THE HSP DOCUMENTS!!!!
F.O.B. destination, freight prepaid and allowed. Or show exact delivery cost and terms.
Best Interest of UTD. The University reserves the right to accept or reject all or any part of any RFP, waive
minor technicalities and award the RFP that best serves the interests of UTD.
Brand names, Catalogs, or manufacturer's references are descriptive only, and indicate type and quality
desired. RFPs on brands of like nature and quality will be considered unless advertised as SOLE SOURCE If
other than brand(s) specified is offered, illustrations and complete description of product offered are requested
to be made part of the RFP.
Implied Use All parts and work shall conform in strength, quality and workmanship to the accepted industry
standards for the intended and implied use of a major University. Unless otherwise specified, items offered shall
be new and unused and of current date codes. Proposer represents and warrants that all products and services
offered to University in response to this RFP meet or exceed the safety standards established and promulgated
under the Federal Occupational Safety and Health Law (Public Law 91-596) and the Texas Hazard
Communication Act, Chapter 502, Health and Safety Code, and all related regulations in effect or proposed as
of the date of this RFP.
Award of Contract - A response to an RFP is an offer to contract based upon the terms, conditions and
specifications contained herein. RFPs do not become contracts until they are accepted through a purchase
order. The contract shall be governed, construed and interpreted under the laws of the State of Texas.
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Proposer acknowledges and agrees that (1) this RFP is a solicitation for a proposal and is not a contract or an
offer to contract; (2) the submission of a proposal by Proposer in response to this RFP will not create a contract
between University and Proposer; (3) University has made no representation or warranty, written or oral, that
one or more contracts with University will be awarded under this RFP; and (4) Proposer will bear, as its sole risk
and responsibility, any cost arising from Proposer’s preparation of a response to this RFP.
Gifts The Contractor has not given, offered to give, nor intends to give at any time hereafter any economic
opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in
connection with the submitted bid, offer, proposal or contract.
Indemnify The Contractor shall defend, indemnify, and hold harmless UTD, all of its officers, agents and
employees from and against all claims, actions, suits, demands, proceedings costs, damages, and liabilities,
arising out of, connected with, or resulting from any acts or omissions of Contractor or any agent, employee,
subcontractor, or supplier of Contractor in the execution or performance of this bid, offer, proposal or contract.
Former State Executive Contractor certifies that they are in compliance with section 618.003 of the
Government Code, relating to contracting with the executive head of a state agency. If section 618.003, applies,
Contractor will complete the following information in order for the bid to be evaluated: * Name of Former
Executive: * Name of State Agency: * Date of separation from State Agency: * Date of Employment with
Contractor:
Texas Prompt Payment Act Terms are Net 30 with a maximum past due interest of 4.25% per year, unless
there is a bona fide dispute per the law. https://fmx.cpa.state.tx.us/fm/usas/prompay/rate/index.php
Sales/Property Taxes Purchases made for UT Dallas use are exempt from the State Sales tax and Federal
Excise tax. http://www.cpa.state.tx.us/m23taxes.html
Certificates of Insurance For any Contract which requires the Contractor to provide on-site services, the
Contractor shall, prior to commencement of work, provide UTD with Certificates of Insurance in the below
amounts and shall maintain such coverage in effect for the full duration of the Contract. Contractor, consistent
with its status as an independent Contractor, shall carry at least the following insurance in such form, with such
companies and in such amounts (unless otherwise specified) as University may require:
 Director and Officer Liability Insurance with coverage of not less than One Million Dollars ($1,000,000)
on an occurrence basis;
 Workers’ Compensation Insurance with statutory limits, and Employer’s Liability Insurance with limit of
not less than One Million Dollars ($1,000,000) per accident or disease. Policies must include All States
Endorsement and a waiver of all rights of subrogation and other rights against the University;
 Commercial General Liability insurance, including Blanket Contractual Liability, Broad Form Property
Damage, Personal and Advertising Injury, Completed Operations/Products Liability, Medical Expenses,
Interest of Employees as additional insured and Broad Form General Liability Endorsements, for at least
One Million Dollars ($1,000,000) per occurrence on an occurrence basis; and
 Comprehensive Automobile Liability insurance covering all owned, non owned or hired automobiles to
be used by Contractor, with coverage for at least One Million Dollars ($1,000,000) Combined Single
Limit Bodily Injury and Property Damage.
Representations and Warranties by Contractor. If Contractor is a corporation or a limited liability company,

Contractor warrants, represents, covenants, and agrees that it is duly organized, validly existing and in good
standing under the laws of the state of its incorporation or organization and is duly authorized and in good
standing to conduct business in the State of Texas, that it has all necessary power and has received all
necessary approvals to execute and deliver the Agreement, and the individual executing the Agreement on
behalf of Contractor has been duly authorized to act for and bind Contractor.
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Tax Certification. If Contractor is a taxable entity as defined by Chapter 171, Texas Tax Code (“Chapter 171”),
then Contractor certifies that it is not currently delinquent in the payment of any taxes due under Chapter 171, or
that Contractor is exempt from the payment of those taxes, or that Contractor is an out-of-state taxable entity
that is not subject to those taxes, whichever is applicable.
Eligibility Certification Pursuant to Section 2155.004, Texas Government Code, Contractor certifies that the
individual or business entity named in the Agreement is not ineligible to receive the award of or payments under
the Agreement and acknowledges that the Agreement may be terminated and payment withheld if this
certification is inaccurate.
Payment of Debt or Delinquency to the State Pursuant to Sections 2107.008 and 2252.903, Texas
Government Code, Contractor agrees that any payments owing to Contractor under the Agreement may be
applied directly toward any debt or delinquency that Contractor owes the State of Texas or any agency of the
State of Texas regardless of when it arises, until such debt or delinquency is paid in full.
Texas Family Code Child Support Certification Pursuant to Section 231.006, Texas Family Code, Contractor
certifies that it is not ineligible to receive the award of or payments under the Agreement and acknowledges that
the Agreement may be terminated and payment may be withheld if this certification is inaccurate.
Products and Materials Produced in Texas. If Contractor will provide services under the Agreement,
Contractor covenants and agrees that in accordance with Section 2155.4441, Texas Government Code, in
performing its duties and obligations under the Agreement, Contractor will purchase products and materials
produced in Texas when such products and materials are available at a price and delivery time comparable to
products and materials produced outside of Texas.
Access by Individuals with Disabilities Contractor represents and warrants ("EIR Accessibility Warranty")
that the electronic and information resources and all associated information, documentation, and support that it
provides to the University under this Agreement (collectively, the "EIRs") comply with the applicable
requirements set forth in Title 1, Chapter 213 of the Texas Administrative Code and Title 1, Chapter 206, Rule
§206.70 of the Texas Administrative Code (as authorized by Chapter 2054, Subchapter M of the Texas
Government Code.) To the extent Contractor becomes aware that the EIRs, or any portion thereof, do not
comply with the EIR Accessibility Warranty, then Contractor represents and warrants that it will, at no cost to
University, either (1) perform all necessary remediation to make the EIRs satisfy the EIR Accessibility Warranty
or (2) replace the EIRs with new EIRs that satisfy the EIR Accessibility Warranty. In the event that Contractor is
unable to do so, then the University may terminate this Agreement and Contractor will refund to the University all
amounts the University has paid under this Agreement within thirty (30) days after the termination date.
http://www.dir.state.tx.us/pubs/index.htm#datamgt
Texas Administrative Code: Electronic and Information Resources (1 TAC 213) Administrative rules for agencies
and institutions of higher education.
http://info.sos.state.tx.us/pls/pub/readtac$ext.ViewTAC?tac_view=3&ti=1&pt=10
Notices Except as otherwise provided in this Section, all notices, consents, approvals, demands, requests or
other communications provided for or permitted to be given under any of the provisions of the Agreement will be in
writing.
Venue; Governing Law Collin County, Texas, will be the proper place of venue for suit on or in respect of the
Agreement. The Agreement and all of the rights and obligations of the parties hereto and all of the terms and
conditions hereof will be construed, interpreted and applied in accordance with and governed by and enforced
under the laws of the State of Texas.
Breach of Contract Claims To the extent that Chapter 2260, Texas Government Code, is applicable to the
Agreement and is not preempted by other applicable law, the dispute resolution process provided for in Chapter
2260 and the related rules adopted by the Texas Attorney General pursuant to Chapter 2260, will be used by
University and Contractor to attempt to resolve any claim for breach of contract made by Contractor that cannot be
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resolved in the ordinary course of business. The chief business officer of University will examine Contractor's claim
and any counterclaim and negotiate with Contractor in an effort to resolve such claims. The parties specifically
agree that (i) neither the execution of the Agreement by University nor any other conduct, action or inaction of any
representative of University relating to the Agreement constitutes or is intended to constitute a waiver of University’s
or the state's sovereign immunity to suit; and (ii) University has not waived its right to seek redress in the courts.
Entire Agreement; Modifications The Agreement supersedes all prior agreements, written or oral, between
Contractor and University and will constitute the entire Agreement and understanding between the parties with
respect to the subject matter hereof. The Agreement and each of its provisions will be binding upon the parties
and may not be waived, modified, amended or altered except by a writing signed by University and Contractor.
Loss of Funding Performance by University under the Agreement may be dependent upon the appropriation
and allotment of funds by the Texas State Legislature (the "Legislature") and/or allocation of funds by the Board
of Regents of The University of Texas System (the "Board"). If the Legislature fails to appropriate or allot the
necessary funds, or the Board fails to allocate the necessary funds, then University will issue written notice to
Contractor and University may terminate the Agreement without further duty or obligation hereunder. Contractor
acknowledges that appropriation, allotment, and allocation of funds are beyond the control of University.
State Auditor’s Office Contractor understands that acceptance of funds under the Agreement constitutes
acceptance of the authority of the Texas State Auditor's Office, or any successor agency (collectively, “ Auditor”),
to conduct an audit or investigation in connection with those funds pursuant to Sections 51.9335(c), 73.115(c)
and 74.008(c), Texas Education Code. Contractor agrees to cooperate with the Auditor in the conduct of the
audit or investigation, including without limitation providing all records requested. Contractor will include this
provision in all contracts with permitted subcontractors.
SAFEGUARDING OF Confidential Data: If the item(s) or service(s) specified on this order require Vendor
access to Confidential Data (e.g., social security numbers, credit card numbers, FERPA protected data, HIPAA
protected data), Vendor agrees it may (1) create, (2) receive from or on behalf of UTD, or (3) have access to
records or systems containing Confidential Data. Vendor represents, warrants and agrees it will: (1) hold
information in the strictest confidence and will not use or disclose information except as (a) permitted or required
by this order, (b) required by law, or (c) otherwise authorized by UTD in writing; (2) safeguard information
according to commercially reasonable administrative, physical and technical standards (e.g., National Institute of
Standards and Technology, Center for Internet Security, Gramm-Leach Bliley Act) ; and (3) continually monitor
its operations and take any action necessary to assure the information is safeguarded in accordance with the
terms of this order. Vendor represents warrants and agrees that it complies with University Vendor Access
Requirement http://www.utsystem.edu/policy/ov/uts165.html . At the request of UTD, Vendor agrees to provide
UTD a written summary of the procedures the Vendor uses to safeguard this information. If an impermissible
use or disclosure of any of the information occurs, Vendor will provide written notice to UTD within one (1)
business day after Vendor’s discovery of use or disclosure. Vendor will promptly provide UTD all information
requested by UTD regarding the impermissible use or disclosure. In addition to any other termination rights set
forth in this order and any other rights at law or equity, if UTD reasonably determines that the Vendor has
breached any restrictions or obligations set forth in this section, UTD may immediately cancel this order without
notice or offer to cure.
Limitations. THE PARTIES ARE AWARE THAT THERE ARE CONSTITUTIONAL AND STATUTORY LIMITATIONS ON THE
AUTHORITY OF UNIVERSITY (A STATE AGENCY) TO ENTER INTO CERTAIN TERMS AND CONDITIONS OF THE AGREEMENT,
INCLUDING, BUT NOT LIMITED TO, THOSE TERMS AND CONDITIONS RELATING TO LIENS ON UNIVERSITY’S PROPERTY;
DISCLAIMERS AND LIMITATIONS OF WARRANTIES; DISCLAIMERS AND LIMITATIONS OF LIABILITY FOR DAMAGES; WAIVERS,
DISCLAIMERS AND LIMITATIONS OF LEGAL RIGHTS, REMEDIES, REQUIREMENTS AND PROCESSES; LIMITATIONS OF
PERIODS TO BRING LEGAL ACTION; GRANTING CONTROL OF LITIGATION OR SETTLEMENT TO ANOTHER PARTY; LIABILITY
FOR ACTS OR OMISSIONS OF THIRD PARTIES; PAYMENT OF ATTORNEYS’ FEES; DISPUTE RESOLUTION; INDEMNITIES; AND
CONFIDENTIALITY (COLLECTIVELY, THE “LIMITATIONS”), AND TERMS AND CONDITIONS RELATED TO THE LIMITATIONS WILL
NOT BE BINDING ON UNIVERSITY EXCEPT TO THE EXTENT AUTHORIZED BY THE LAWS AND CONSTITUTION OF THE STATE
OF TEXAS.
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Ethics/Fraud Matters: No Financial Interest. Contractor and its employees, agents, representatives and
subcontractors have read and understand University’s Conflicts of Interest Policy, Fraud Policy and applicable
state ethics laws and rules available at the following websites:
http://www.utdallas.edu/utdgeneral/business/admin_manual/pdf/d111100.pdf
www.utsystem.edu/ogc/ethics http://www.utsystem.edu/policy/policies/uts118.html
Neither Contractor nor its employees, agents, representatives or subcontractors will assist or cause University
employees to violate University’s Conflicts of Interest Policy, Fraud Policy or provisions described by University’s
Standards of Conduct Guide, or applicable state ethics laws or rules. Contractor represents and warrants that no
member of the Board has a direct or indirect financial interest in the transaction that is the subject of the
Agreement.
Antitrust laws Proposer hereby certifies that neither Proposer nor any firm, corporation, partnership or
institution represented by Proposer, or anyone acting for such firm, corporation or institution, has violated the
antitrust laws of the State of Texas, codified in Section 15.01, et seq., Business and Commerce Code, or the
Federal antitrust laws, nor communicated directly or indirectly the proposal made to any competitor or any other
person engaged in such line of business.
Compensation for Specifications The vendor has not received compensation for the participation in the
preparation of the specifications for this bid, offer, proposal or contract.
Public Information Act Information, documentation, and other material in connection with this solicitation or
any resulting contract may be subject to public disclosure pursuant to Chapter 552 of the Texas Government
Code (the "Public Information Act"). Proposer is hereby notified that University strictly adheres to all statutes,
court decisions and the opinions of the Texas Attorney General with respect to disclosure of public information.
University may seek to protect from disclosure all information submitted in response to this RFP until such time
as a final agreement is executed. Upon execution of a final agreement, University will consider all information,
documentation, and other materials requested to be submitted in response to this RFP, to be of a non-
confidential and non-proprietary nature and, therefore, subject to public disclosure under the Texas Public
Information Act (Texas Government Code, Chapter 552.001, et seq.). Proposer will be advised of a request for
public information that implicates their materials and will have the opportunity to raise any objections to
disclosure to the Texas Attorney General. Certain information may be protected from release under Sections
552.101, 552.110, 552.113, and 552.131, Texas Government Code
Non-Disclosure Contractor and UTD acknowledge that they or their employees may, in the performance of the
resultant Contract, come into the possession of proprietary or confidential information owned by or in the
possession of the other. Neither party shall use any such information for its own benefit or make such
information available to any person, firm, corporation, or other organization, regardless of whether directly or
indirectly affiliated with Contractor or UTD, unless (i) required by law, (ii) by order of any court or tribunal, (iii)
such disclosure is necessary for the assertion of a right, or defense of an assertion of a right, by one party
against the other party hereto, or (iv) such information has been acquired from other sources.
Publicity Contractor agrees that it shall not publicize this Contract or disclose, confirm or deny any details
thereof to third parties or use any photographs or video recordings of UTD’s employees or use UTD’s name in
connection with any sales promotion or publicity event without the prior express written approval of UTD.
Freedom of Access and Use of Facilities Contractor's employees shall have reasonable and free access to
use only those facilities of UTD that are necessary to perform services under this Contract and shall have no
right of access to any other facilities of UTD.
Observance of UTD Rules and Regulations Contractor agrees that at all times its employees will observe and
comply with all regulations of the facilities, including but not limited to, no smoking, and parking and security
regulations.
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Contractor Personnel Contractor shall maintain a staff of properly trained and experienced personnel to ensure
satisfactory performance under the Contract. Contractor shall assign a designated representative who will be
responsible for the coordination and administration of UTD's requirements under the Contract.
Criminal Background Checks: We require all contractors to do criminal back ground checks on all your
employees and sub contractors.

Proposal Evaluation Process University will select the Contractor by using the competitive sealed proposal
process described in this Section. All proposals submitted by the Submittal Deadline accompanied by the
number of completed and signed originals of the HSP that are required by this RFP will be opened publicly to
identify the name of each Proposer submitting a proposal. After the opening of the proposals and upon
completion of the initial review and evaluation of the proposals, University may invite one or more selected
Proposers to participate in oral presentations. University will use commercially reasonable efforts to avoid public
disclosure of the contents of a proposal prior to selection of the Contractor.
University may make the selection of the Contractor on the basis of the proposals initially submitted, without
discussion, clarification or modification. In the alternative, University may make the selection of the Contractor
on the basis of negotiation with any of the Proposers. In conducting such negotiations, University will avoid
disclosing the contents of competing proposals.
At University's sole option and discretion, University may discuss and negotiate all elements of the proposals
submitted by selected Proposers within a specified competitive range. For purposes of negotiation, University
may establish, after an initial review of the proposals, a competitive range of acceptable or potentially
acceptable proposals composed of the highest rated proposal(s). In that event, University will defer further
action on proposals not included within the competitive range pending the selection of the Contractor; provided,
however, University reserves the right to include additional proposals in the competitive range if deemed to be in
the best interests of University.
After submission of a proposal but before final selection of the Contractor is made, University may permit a
Proposer to revise its proposal in order to obtain the Proposer's best and final offer. In that event,
representations made by Proposer in its revised proposal, including price and fee quotes, will be binding on
Proposer. University will provide each Proposer within the competitive range with an equal opportunity for
discussion and revision of its proposal. University is not obligated to select the Proposer offering the most
attractive economic terms if that Proposer is not the most advantageous to University overall, as determined by
University.
University reserves the right to (a) enter into an agreement for all or any portion of the requirements and
specifications set forth in this RFP with one or more Proposers, (b) reject any and all proposals and re-
solicit proposals, or (c) reject any and all proposals and temporarily or permanently abandon this
selection process, if deemed to be in the best interests of University. Proposer is hereby notified that
University will maintain in its files concerning this RFP a written record of the basis upon which a
selection, if any, is made by University.
Proposer's Acceptance of Evaluation Methodology By submitting a proposal, Proposer acknowledges

(1) Proposer's acceptance of [a] the Proposal Evaluation Process, [b] the Criteria for Selection, [c] the
Specifications and Additional Questions, [d] the terms and conditions of the Agreement, and [e] all other
requirements and specifications set forth in this RFP; and (2) Proposer's recognition that some subjective
judgments must be made by University during this RFP process.
Solicitation for Proposal and Proposal Preparation Costs Proposer understands and agrees that (1) this
RFP is a solicitation for proposals and University has made no representation written or oral that one or more
agreements with University will be awarded under this RFP; (2) University issues this RFP predicated on
University’s anticipated requirements for the Services, and University has made no representation, written or
oral, that any particular scope of services will actually be required by University; and (3) Proposer will bear, as
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its sole risk and responsibility, any cost that arises from Proposer’s preparation of a proposal in response to this
RFP.
Criteria for Selection The successful Proposer, if any, selected by University in accordance with the
requirements and specifications set forth in this RFP will be the Proposer that submits a proposal in response to
this RFP on or before the Submittal Deadline that is the most advantageous to University. The successful
Proposer is referred to as the “Contractor.”
Proposer is encouraged to propose terms and conditions offering the maximum benefit to University in terms of
(1) services to University, (2) total overall cost to University, and (3) project management expertise. Proposers
should describe all educational, state and local government discounts, as well as any other applicable discounts
that may be available to University in a contract for the Services.
An evaluation team from University will evaluate proposals. The evaluation of proposals and the selection of the
Contractor will be based on the information provided by Proposer in its proposal. University may give
consideration to additional information if University deems such information relevant.
The criteria to be considered by University in evaluating proposals and selecting the contractor, will be those
factors listed below:
the cost of goods and services;
the reputation of the Proposer and of the Proposer's goods or services;
the quality of the Proposer's goods or services;
the extent to which the goods or services meet the University's needs;
the Proposer's past relationship with the University;
the impact on the ability of the University to comply with laws and rules relating to historically underutilized
businesses and to the procurement of goods and services from persons with disabilities;
the total long-term cost to the University of acquiring the Proposer's goods or services.
 (Meets our Specifications) The soundness of the respondent’s understanding of the project goals
and requested products and or services.
 (Most Responsive) The respondent’s detailed description of the deliverables, work plan, products,
services, and time line.
 (Most Responsible) The vendor qualifications, demonstrated capability, company profile, financial
resources, staff background, previous similar projects, work with other Universities or Governments,
Warranty and Quality assurance programs, and references.
 (Best Value) The best overall combination of all factors including cost for the products, deliverables
and services to be provided that provides the best total solution to UTD.
Company Qualifications:
How many years in business?
How many employees?
Financial yearly sales dollars?
How many customers do you have?
What is your market share?
Privately held or publicly traded?
Is your company currently for sale or involved in any transaction to expand or to become acquired by
another business entity? If yes, please explain the impact both in organizational and directional terms.
Provide any details of all past or pending litigation or claims filed against your company that would affect
your company's performance under a Contract with University.
List any Texas Universities, Texas Government Organizations or other Government or University customers
you currently have?
Please provide a list of customer references, names and contact information?
List what local Sales or Support teams you will use for Customer Service?
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Approach to Project Services Proposer will provide a statement of the Proposer’s service approach and will
describe any unique benefits to University from doing business with Proposer. Proposer will briefly describe its
approach for each of the required products and services of this RFP.
Proposer will provide an estimate of the earliest starting date for services following execution of an Agreement.
Proposer will submit a work plan with key dates and milestones. The work plan should include:
Identification of tasks to be performed;
Time frames to perform the identified tasks;
Project management methodology;
Implementation strategy; and the expected time frame in which the products or services would be implemented.
About UT Dallas The University of Texas at Dallas, located at the convergence of Richardson, Plano and
Dallas in the heart of the complex of major multinational technology corporations known as the Telecom
Corridor®, enrolls more than 15,000 students. The school's freshman class traditionally stands at the forefront of
Texas state universities in terms of average SAT scores. The university offers a broad assortment of bachelor's,
master's and doctoral degree programs. For additional information about UTD, please visit the university's web
site at www.utdallas.edu. UTD is currently in the process of building several new buildings, hiring new faculty,
increasing our student enrollment and remodeling multiple buildings on campus as part of our university’s goal
of becoming the top research university in the area: http://www.utdallas.edu/president/vision/
Map of the UTD Campus http://www.utdallas.edu/maps/
END OF STANDARD TERMS AND CONDITIONS, BEGINNING OF SPECIFICATIONS:
Scope of Work
The University of Texas is accepting proposals to design and develop a data warehouse and
reporting solution using the Oracle Enterprise Performance Management (EPM) and OBIEE+
platforms to interface with the student information system, People Soft Campus Solutions
Version 9.0, as well as the PeopleSoft HCM Version 9.1 and FMS Version 9.1 systems that
are currently being configured and deployed to provide improved access to information which
will foster more informed decision making by management. Although we have already initiated
the gathering of business and data requirements, this will be a concept to completion solution.
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Hardware and software has already been procured and installed at the Arlington Regional
Data Center which houses the UT System Shared Services initiatives.
The proposed project timeline will encompass a two-phased approach in order to achieve
early measureable results. Expectations for Phase One include:
 Delivered December 1, 2010

 EPM 9.1 (on Oracle Database HCM, FMS and CS)
 OBIEE+ and BI Publisher Deployment
 Minimum reports include Income Statement (revenues, expenses, budgets and
commitments) and Balance Sheet (assets, liabilities and fund balances) in summary
and detail levels by various PeopleSoft Chart Fields, ledgers and attributes. The
reporting system should have drill down capability to the original source of record with
row level and role security as designed by UTD. There will be approximately 1000
users of these reports and the reporting system should be interactive where users can
obtain answers to various questions by changing the parameters, reporting elements
and the output format on the reporting screen.
 Development of key dashboards, such as income statement by organizational unit, with
drill down capabilities to details such as student hours, employee salary, FTE’s,
headcount and classification.
 Documentation of configurations and setup analysis
 Training of developers and end users
Expectations for Phase Two include:
 Delivered December 1, 2011

 Development of remaining reports and dashboards based on previously performed
detail needs analysis
 Documentation of configurations and setup analysis
Project Overview
1. Project Background and Challenges

The University of Texas at Dallas’ (UTD) current Business Intelligence infrastructure includes
multiple data warehouses, various shadow databases, and the enterprise applications
comprised of PeopleSoft Campus Solutions, legacy FRS and BIS (currently being replaced by
PeopleSoft HCM and FMS) and eLearning (WebCT). The data warehouses and shadow
databases are duplicate repositories of key operational data. Campus Solutions allows for
viewing of data through a Web browser where it can then be presented in a spreadsheet and
manipulated. Viewing of data from the legacy systems is generally through published reports
that are housed on the ePrint server.
Executive administration and UT System are requiring more information from our
administrative systems to guide the future of the institution. The changing of our core
administrative systems forces us to adapt as our information sources change and presents an
opportunity to rethink our approach for housing, accessing, and presenting information. The
new approach will incorporate web-based tools that facilitate direct access by campus
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stakeholders (approximately 1500 users composed of administrators, staff, faculty,
researchers, and others) with access to a unified and integrated metadata driven view of The
University’s data. Our goal is make greater use of graphics and provide the ability to drill down
into details that are core to decision-making aimed at accomplishing UTD’s mission.
2. Project Goals
Expected outcomes for this project include the following:
 Creation of an environment whereby the University becomes an information-driven
organization through the implementation of a comprehensive BI solution that
provides access to internal and external data, delivers information from multiple
disparate data sources, scales to meet future demands, promotes management by
exception and seamlessly integrates with our core business processes.
 A comprehensive Strategic Roadmap for long-range BI deployment across the
University.
 Establishment of the University of Dallas as leading the way in combining technology
and BI tools with business process best practices to deliver real-time intelligence.
 Establishment of a formal ‘system of record’ to be used for reporting purposes to
insure data accuracy and integrity campus-wide
 Use of Oracle EPM Data Warehouse to become the repository known as the ‘system
of record’ whereby data from Campus Solutions, HCM, FMS and ancillary systems
would reside and made available on a need-to-know basis
 Use of Oracle’s BI (OBIEE+) reporting tool to create a state of the art all inclusive
reporting/analytics system
 Elimination of the need for duplicate data warehouses and shadow systems by
loading EPM and configuring and designing report templates through OBIEE+
thereby providing significant cost savings by eliminating the need for multiple
databases and associated programming resources
 Access to multiple years of historical data in addition to current data
 Empowered end-users to retrieve data based upon skill-set and knowledge level by
providing access to query:
o the transactional legacy system to generate on-demand reports and
dashboards
o data warehouses for Campus Solutions, HCM and FMS that are identified as
the institutional official ‘systems of record.’
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3. Project Scope
The Project Team has identified the following business needs regarding accessing and
presenting the ERP and other data:
I. Reporting
o End users with experience requested a user friendly tool to access data and create
reports. Empower users through user friendly self-service reporting and query
environment
o The tool should be intuitive for Business/Functional users to create queries,
o reports and distribute reports
o Managers and IT Coordinators need the capability of publishing info. (i.e.; Report
distribution, Portal integration)
o Ability for management to monitor Key Performance Indicators (metric) for HR and
FIN and respond to exceptions in a timely fashion. Drilling into the details of these
KPI’s
o The solution should provide predefined reports and ability to run on demand
o While end users build reports the data pulled into queries needs to be easily
identifiable/recognized from a Business/Functional perspective
o Run ad-hoc reports without impacting production transactional system (Reports run
on demand)
II. Additional business needs

o Multiple data warehouses and shadow database systems continue to be used for
reporting, budgeting and forecasting. By reducing the copies of data which can
potentially alter algorithms for key metrics, this improves the overall consistency
and quality of data and establishes consistent metrics and terminology
o Reduce direct data access in transactional systems for improved performance
o Retain more years of data in a reporting system
o Produce Query Results without impacting production and in an acceptable
response time
o Provide an environment capable of expanding the user base beyond Information
Resources business analysts/developers, financial and HR staff to front line
program managers
o Public access of data or means of publishing to the public
III. Technology related needs

o Ability for IR to deploy and maintain; ease of building and deploying additional data
marts
o Affordable to purchase and support
o High Availability
o Security standards (authenticate and application level security)
o Scalable
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IV. Related implied needs

o Complete application implementation including:
 EPM and OBIEE+ Platform Installation
 OBIEE+ Business Entity Modeling
 OBIEE+ Metadata Development
 OBIEE+ Dashboard and Report Development
 OBIEE+ Data Warehouse Development
 OBIEE+ ETL Development
o Mentoring client OBIEE+ development staff and power users to help understand
complex technical issues
o Provision of applicable training to support the critical role of optimizing the business
value and success of our BI investment
o Collaboration and coordination of efforts related to implementation of EPM and
OBIEE+ with University of Texas project team and Arlington Regional Data Center
Shared Services support staff
Special Note:
Questions regarding the RFP process can be directed by email to

Pete Bond, AVP Procurement Management at pbond@utdallas.edu
Questions regarding the specifications can be directed to either of the

two below:
Dr. Sue Taylor, AVP for Information Resources
sue.taylor@utdallas.edu or
pbond@utdallas.edu
The deadline for submission of questions is June 9, 2010 at 3pm

CDT.
The deadline for submission of your proposal is June 22, 2010 no

later than 5pm CDT. Proposals should be brought or mailed (to arrive
prior to deadline to:
The University of Texas at Dallas
Attn: Pete Bond/Procurement Management
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800 West Campbell Road, MP3.418
Richardson, Texas 75080
972.883.2300 (main Procurement number)
RFP# Oracle Data Warehouse/Reporting Solution
PRICING AND DELIVERY SCHEDULE
Proposal of: ___________________________________
(Proposer Company Name)
To: The University of Texas at Dallas UTD.
Ladies and Gentlemen:
Having carefully examined all the specifications and requirements of this RFP and any attachments thereto, the
undersigned proposes to furnish the goods and services required pursuant to the above-referenced Request for
Proposal upon the terms quoted below.
(Include as separate cost for the payment bond and for the performance bond.)
Pricing for Services Offered
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
Delivery Schedule of Events and Time Periods
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
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CDT
Include any detailed proposal here:
15

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THE UNIVERSITY OF TEXAS AT DALLAS, UTD PROCUREMENT DEPARTMENT

TEXAS AGENCY #738, ph 972-883-2300 fax 972-883-6879 http://www.utdallas.edu

Email, Fax or Mail, sealed RFP to - Fax 972-883-6879 RFP FROM

Or hand deliver/ air express Delivery Address:

Federal ID#: ______________________________________________________________________________

Vendor Name: _____________________________________________________________________________

Printed Name: _____________________________________________________________________________

_____ HUB Check here if your company is certified by Texas http://www.window.state.tx.us/procurement/

Representations and Warranties by Contractor. If Contractor is a corporation or a limited liability company,

Proposer's Acceptance of Evaluation Methodology By submitting a proposal, Proposer acknowledges

Map of the UTD Campus http://www.utdallas.edu/maps/

END OF STANDARD TERMS AND CONDITIONS, BEGINNING OF SPECIFICATIONS:

 Delivered December 1, 2010

Expectations for Phase Two include:

 Delivered December 1, 2011

1. Project Background and Challenges

II. Additional business needs

III. Technology related needs

IV. Related implied needs

Questions regarding the RFP process can be directed by email to

Questions regarding the specifications can be directed to either of the

The deadline for submission of questions is June 9, 2010 at 3pm

The deadline for submission of your proposal is June 22, 2010 no

PRICING AND DELIVERY SCHEDULE

To: The University of Texas at Dallas UTD.

Ladies and Gentlemen:

Pricing for Services Offered

Delivery Schedule of Events and Time Periods

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