Common use of ORAL PRESENTATIONS/INTERVIEWS Clause in Contracts

ORAL PRESENTATIONS/INTERVIEWS. The Contracting Agency will conduct a pre-bid conference call on (Replace with Date and Time) to answer any questions potential bidders may have. The call in number will be (Replace with Phone Number). [If no call will be held, delete this section.] Prior to making a final selection, the Contracting Agency will determine whether to conduct oral presentations. The decision will be based on the quality and quantity of responses received. If it is determined that oral presentations are needed they will be conducted at no expense to the State. Oral presentation may be by phone or in person. In-person presentations will take place as directed by the Contracting Agency on a yet to be determined date at no expense to the State. As part of the selection process, the State reserves the right to interview, either in person or via phone, all candidates for on-site staff that are proposed to perform the work defined within this SOW RFP. The State may also request a change to vendor staffing after a vendor has been selected if upon on-site efforts the State deems the relationship to not be acceptable. Replacement staff will be subject to additional interviewing and approval by the State at no additional cost to the State. SCOPE OF WORK PURPOSE BACKGROUND High level description of Contracting Agency’s business unit and the business case or situation leading to this Project REQUIREMENTS: For this particular request, knowledge requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. For this particular request, Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX For this particular request, Non-Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PROJECT DELIVERABLES Describe required deliverables in detail. Under no circumstance should a SOW be developed or an SOW RFP be released where the deliverables are not quantified or the criteria for acceptance are not defined. Be clear and concise. The deliverables identified here should be directly tied to payment provisions. Example: DELIVERABLE/ DELIVERY SCHEDULE ID Deliverables Expected Completion: <If known> Deliverable A Deliverable B Deliverable C Example: DELIVERABLES MATRIX ID Acceptance Criteria Est Completion Date Quoted Cost (1) (2) (3) (4) Total CHANGE ORDERS We do not anticipate the need to make change orders, however, if it becomes necessary, such work must be authorized by the State in writing before such work can proceed and may require an amendment to the SOW Agreement. REFERENCES Provide the names, addresses, and phone numbers of at least three companies or State Agencies with whom you have transacted similar business in the last 12 months. You must include contact names who can talk knowledgeable about performance and deliverables. OFFSHORE OUTSOURCING Please indicate whether or not any services being provided are or will be outsourced as part of bidding on this project. SOW PROPOSAL FORMAT Email PDF’s or Microsoft Office documents as set forth above under SOW PROPOSAL SUBMISSIONS A SOW RFP Proposal shall provide the following:

ORAL PRESENTATIONS/INTERVIEWS. The Contracting Agency will conduct a pre-bid conference call on (Replace with Date and Time) to answer any questions potential bidders may have. The call in number will be (Replace with Phone Number). [If no call will be held, delete this section.] Prior to making a final selection, the Contracting Agency will determine whether to conduct oral presentations. The decision will be based on the quality and quantity of responses received. If it is determined that oral presentations are needed they will be conducted at no expense to the State. Oral presentation may be by phone or in person. In-person presentations will take place as directed by the Contracting Agency on a yet to be determined date at no expense to the State. As part of the selection process, the State reserves the right to interview, either in person or via phone, all candidates for on-site staff that are proposed to perform the work defined within this SOW RFP. The State may also request a change to vendor staffing after a vendor has been selected if upon on-site efforts the State deems the relationship to not be acceptable. Replacement staff will be subject to additional interviewing and approval by the State at no additional cost to the State. NON-DISCLOSURE AGREEMENT Contractors and each employee or subcontractor with access to State Data, as defined in the Master Agreement will be required to sign a standard State non-disclosure agreement if there is not already one on file. SCOPE OF WORK PURPOSE BACKGROUND High level description of Contracting Agency’s business unit and the business case or situation leading to this Project EXISTING TECHNOLOGY ENVIRONMENT Detailed description of existing technology architecture and environments REQUIREMENTS: For this particular request, knowledge requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. For this particular request, Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX For this particular request, Non-Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PROJECT DELIVERABLES MANAGEMENT PROJECT MANAGEMENT APPROACH (change or remove as needed) Describe the project management approach required deliverables in detailby your agency or business unit. Under no circumstance should a SOW If certain project management methodologies are to be developed or an SOW RFP be released where the deliverables employed and project progress reports and project team meetings are not quantified or the criteria for acceptance are not defined. Be clear and concise. The deliverables identified here should be directly tied to payment provisions. Example: DELIVERABLE/ DELIVERY SCHEDULE ID Deliverables Expected Completion: <If known> Deliverable A Deliverable B Deliverable C Example: DELIVERABLES MATRIX ID Acceptance Criteria Est Completion Date Quoted Cost (1) (2) (3) (4) Total CHANGE ORDERS We do not anticipate the take place, they need to make change ordersalso be defined as deliverables below. PROJECT MANAGEMENT SERVICES (Remove this section if this SOW is not related to Project Management/ Business Analyst/Enterprise Architect Services) All proposed SOW Agreements for Project Management, however, if it becomes necessary, such work must Business Analyst or Enterprise Architect Services shall be authorized by submitted to the State of Vermont Office of the Attorney General for a determination in writing before accordance with 3 V.S.A. § 342 that such work can proceed and may require an amendment engagement is not contrary to the SOW Agreementspirit and intent of the classification plan and merit system principles and standards provided by Chapter 13 of Title 3 of the Vermont Statutes. REFERENCES Provide the names, addresses, and phone numbers of at least three companies or State Agencies with whom you have transacted similar business in the last 12 months. You must include contact names who can talk knowledgeable about performance and deliverables. OFFSHORE OUTSOURCING Please indicate whether or not any services being provided are or will be outsourced as part of bidding on this project. SOW PROPOSAL FORMAT Email PDF’s or Microsoft Office documents as set forth above under SOW PROPOSAL SUBMISSIONS A SOW RFP Proposal shall provide the following:PM Approach

ORAL PRESENTATIONS/INTERVIEWS. The Contracting Agency will conduct a pre-bid conference call on (Replace with Date and Time) to answer any questions potential bidders may have. The call in number will be (Replace with Phone Number). [If no call will be held, delete this section.] Prior to making a final selection, the Contracting Agency will determine whether to conduct oral presentations. The decision will be based on the quality and quantity of responses received. If it is determined that oral presentations are needed they will be conducted at no expense to the State. Oral presentation may be by phone or in person. In-person presentations will take place as directed by the Contracting Agency on a yet to be determined date at no expense to the State. As part of the selection process, the State reserves the right to interview, either in person or via phone, all candidates for on-site staff that are proposed to perform the work defined within this SOW RFP. The State may also request a change to vendor staffing after a vendor has been selected if upon on-site efforts the State deems the relationship to not be acceptable. Replacement staff will be subject to additional interviewing and approval by the State at no additional cost to the State. SCOPE OF WORK NON-DISCLOSURE AGREEMENT Contractors and each employee or subcontractor with access to State Data, as defined in the Master Agreement will be required to sign a standard State non-disclosure agreement if there is not already one on file. PURPOSE BACKGROUND High level description of Contracting Agency’s business unit and the business case or situation leading to this Project EXISTING ENVIRONMENT Detailed description of existing environments REQUIREMENTS: For this particular request, knowledge requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. For this particular request, Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX For this particular request, Non-Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PROJECT MANAGEMENT PROJECT MANAGEMENT APPROACH (change or remove as needed) Describe the project management approach required by your agency or business unit. If certain project management methodologies are to be employed and project progress reports and project team meetings are to take place, they need to also be defined as deliverables below. PROJECT DELIVERABLES Describe required deliverables in detail. Under no circumstance should a SOW be developed or an SOW RFP be released where the deliverables are not quantified or the criteria for acceptance are not defined. Be clear and concise. The deliverables identified here should be directly tied to payment provisions. Example: DELIVERABLE/ DELIVERY SCHEDULE ID Deliverables Expected Completion: <If known> Deliverable A Deliverable B Deliverable C Example: DELIVERABLES MATRIX ID Acceptance Criteria Est Completion Date Quoted Cost (1) (2) (3) (4) Total CHANGE ORDERS We do not anticipate the need to make change orders, however, if it becomes necessary, such work must be authorized by the State in writing before such work can proceed and may require an amendment to the SOW Agreement. REFERENCES Provide the names, addresses, and phone numbers of at least three companies or State Agencies with whom you have transacted similar business in the last 12 months. You must include contact names who can talk knowledgeable about performance and deliverables. OFFSHORE OUTSOURCING Please indicate whether or not any services being provided are or will be outsourced as part of bidding on this project. SOW PROPOSAL FORMAT Email PDF’s or Microsoft Office documents as set forth above under SOW PROPOSAL SUBMISSIONS A SOW RFP Proposal shall provide the following:

ORAL PRESENTATIONS/INTERVIEWS. The Contracting Agency will conduct a pre-bid conference call on (Replace with Date and Time) to answer any questions potential bidders may have. The call in number will be (Replace with Phone Number). [If no call will be held, delete this section.] Prior to making a final selection, the Contracting Agency will determine whether to conduct oral presentations. The decision will be based on the quality and quantity of responses received. If it is determined that oral presentations are needed they will be conducted at no expense to the State. Oral presentation may be by phone or in person. In-person presentations will take place as directed by the Contracting Agency on a yet to be determined date at no expense to the State. As part of the selection process, the State reserves the right to interview, either in person or via phone, all candidates for on-site staff that are proposed to perform the work defined within this SOW RFP. The State may also request a change to vendor staffing after a vendor has been selected if upon on-site efforts the State deems the relationship to not be acceptable. Replacement staff will be subject to additional interviewing and approval by the State at no additional cost to the State. NON-DISCLOSURE AGREEMENT Contractors and each employee or subcontractor with access to State Data, as defined in the Master Agreement will be required to sign a standard State non-disclosure agreement if there is not already one on file. SCOPE OF WORK PURPOSE BACKGROUND High level description of Contracting Agency’s business unit and the business case or situation leading to this Project EXISTING ENVIRONMENT Detailed description of existing environments REQUIREMENTS: For this particular request, knowledge requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. For this particular request, Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX For this particular request, Non-Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PROJECT MANAGEMENT PROJECT MANAGEMENT APPROACH (change or remove as needed) Describe the project management approach required by your agency or business unit. If certain project management methodologies are to be employed and project progress reports and project team meetings are to take place, they need to also be defined as deliverables below. PROJECT DELIVERABLES Describe required deliverables in detail. Under no circumstance should a SOW be developed or an SOW RFP be released where the deliverables are not quantified or the criteria for acceptance are not defined. Be clear and concise. The deliverables identified here should be directly tied to payment provisions. Example: DELIVERABLE/ DELIVERY SCHEDULE ID Deliverables Expected Completion: <If known> Deliverable A Deliverable B Deliverable C Example: DELIVERABLES MATRIX ID Acceptance Criteria Est Completion Date Quoted Cost (1) (2) (3) (4) Total CHANGE ORDERS We do not anticipate the need to make change orders, however, if it becomes necessary, such work must be authorized by the State in writing before such work can proceed and may require an amendment to the SOW Agreement. REFERENCES Provide the names, addresses, and phone numbers of at least three companies or State Agencies with whom you have transacted similar business in the last 12 months. You must include contact names who can talk knowledgeable about performance and deliverables. OFFSHORE OUTSOURCING Please indicate whether or not any services being provided are or will be outsourced as part of bidding on this project. SOW PROPOSAL FORMAT Email PDF’s or Microsoft Office documents as set forth above under SOW PROPOSAL SUBMISSIONS A SOW RFP Proposal shall provide the following:

ORAL PRESENTATIONS/INTERVIEWS. The Contracting Agency will conduct a pre-bid conference call on (Replace with Date and Time) to answer any questions potential bidders may have. The call in number will be (Replace with Phone Number). [If no call will be held, delete this section.] Prior to making a final selection, the Contracting Agency will determine whether to conduct oral presentations. The decision will be based on the quality and quantity of responses received. If it is determined that oral presentations are needed they will be conducted at no expense to the State. Oral presentation may be by phone or in person. In-person presentations will take place as directed by the Contracting Agency on a yet to be determined date at no expense to the State. As part of the selection process, the State reserves the right to interview, either in person or via phone, all candidates for on-site staff that are proposed to perform the work defined within this SOW RFP. The State may also request a change to vendor staffing after a vendor has been selected if upon on-site efforts the State deems the relationship to not be acceptable. Replacement staff will be subject to additional interviewing and approval by the State at no additional cost to the State. SCOPE OF WORK NON-DISCLOSURE AGREEMENT Contractors and each employee or subcontractor with access to State Data, as defined in the Master Agreement will be required to sign a standard State non-disclosure agreement if there is not already one on file. PURPOSE BACKGROUND High level description of Contracting Agency’s business unit and the business case or situation leading to this Project EXISTING TECHNOLOGY ENVIRONMENT Detailed description of existing technology architecture and environments REQUIREMENTS: For this particular request, knowledge requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. For this particular request, Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX For this particular request, Non-Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PROJECT DELIVERABLES MANAGEMENT PROJECT MANAGEMENT APPROACH (change or remove as needed) Describe the project management approach required deliverables in detailby your agency or business unit. Under no circumstance should a SOW If certain project management methodologies are to be developed or an SOW RFP be released where the deliverables employed and project progress reports and project team meetings are not quantified or the criteria for acceptance are not defined. Be clear and concise. The deliverables identified here should be directly tied to payment provisions. Example: DELIVERABLE/ DELIVERY SCHEDULE ID Deliverables Expected Completion: <If known> Deliverable A Deliverable B Deliverable C Example: DELIVERABLES MATRIX ID Acceptance Criteria Est Completion Date Quoted Cost (1) (2) (3) (4) Total CHANGE ORDERS We do not anticipate the take place, they need to make change ordersalso be defined as deliverables below. PROJECT MANAGEMENT SERVICES (Remove this section if this SOW is not related to Project Management/ Business Analyst/Enterprise Architect Services) All proposed SOW Agreements for Project Management, however, if it becomes necessary, such work must Business Analyst or Enterprise Architect Services shall be authorized by submitted to the State of Vermont Office of the Attorney General for a determination in writing before accordance with 3 V.S.A. § 342 that such work can proceed and may require an amendment engagement is not contrary to the SOW Agreementspirit and intent of the classification plan and merit system principles and standards provided by Chapter 13 of Title 3 of the Vermont Statutes. REFERENCES Provide the names, addresses, and phone numbers of at least three companies or State Agencies with whom you have transacted similar business in the last 12 months. You must include contact names who can talk knowledgeable about performance and deliverables. OFFSHORE OUTSOURCING Please indicate whether or not any services being provided are or will be outsourced as part of bidding on this project. SOW PROPOSAL FORMAT Email PDF’s or Microsoft Office documents as set forth above under SOW PROPOSAL SUBMISSIONS A SOW RFP Proposal shall provide the following:PM Approach

ORAL PRESENTATIONS/INTERVIEWS. The Contracting Agency will conduct a pre-bid conference call on (Replace with Date and Time) to answer any questions potential bidders may have. The call in number will be (Replace with Phone Number). [If no call will be held, delete this section.] Prior to making a final selection, the Contracting Agency will determine whether to conduct oral presentations. The decision will be based on the quality and quantity of responses received. If it is determined that oral presentations are needed they will be conducted at no expense to the State. Oral presentation may be by phone or in person. In-person presentations will take place as directed by the Contracting Agency on a yet to be determined date at no expense to the State. As part of the selection process, the State reserves the right to interview, either in person or via phone, all candidates for on-site staff that are proposed to perform the work defined within this SOW RFP. The State may also request a change to vendor staffing after a vendor has been selected if upon on-site efforts the State deems the relationship to not be acceptable. Replacement staff will be subject to additional interviewing and approval by the State at no additional cost to the State. SCOPE OF WORK NON-DISCLOSURE AGREEMENT Contractors and each employee or subcontractor with access to State Data, as defined in the Master Agreement will be required to sign a standard State non-disclosure agreement if there is not already one on file. PURPOSE BACKGROUND High level description of Contracting Agency’s business unit and the business case or situation leading to this Project EXISTING ENVIRONMENT Detailed description of existing environments REQUIREMENTS: For this particular request, knowledge requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. For this particular request, Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX For this particular request, Non-Functional requirements include: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PROJECT MANAGEMENT PROJECT MANAGEMENT APPROACH (change or remove as needed) Describe the project management approach required by your agency or business unit. If certain project management methodologies are to be employed and project progress reports and project team meetings are to take place, they need to also be defined as deliverables below. PROJECT DELIVERABLES Describe required deliverables in detail. Under no circumstance should a SOW be developed or an SOW RFP be released where the deliverables are not quantified or the criteria for acceptance are not defined. Be clear and concise. The deliverables identified here should be directly tied to payment provisions. Example: DELIVERABLE/ DELIVERY SCHEDULE ID Deliverables Expected Completion: <If known> Deliverable A Deliverable B Deliverable C Example: DELIVERABLES MATRIX ID Acceptance Criteria Est Completion Date Quoted Cost (1) (2) (3) (4) Total CHANGE ORDERS We do not anticipate the need to make change orders, however, if it becomes necessary, such work must be authorized by the State in writing before such work can proceed and may require an amendment to the SOW Agreement. REFERENCES Provide the names, addresses, and phone numbers of at least three companies or State Agencies with whom you have transacted similar business in the last 12 months. You must include contact names who can talk knowledgeable about performance and deliverables. OFFSHORE OUTSOURCING Please indicate whether or not any services being provided are or will be outsourced as part of bidding on this project. SOW PROPOSAL FORMAT Email PDF’s or Microsoft Office documents as set forth above under SOW PROPOSAL SUBMISSIONS A SOW RFP Proposal shall provide the following:Cost