1. Strategic eLearning Partner Request for Proposal 12-86 Pre-Proposal Conference February 23, 2012 Steve Webb, IDOA Strategic Sourcing Analyst

2. General Information Sign-In Sheet for Attendees Sign-In Sheet and PowerPoint will be posted on State’s Solicitation Website Hold questions until the end of the presentation

3. RFP Format Section One - General Information Section Two - Proposal Preparation Section Three - Proposal Evaluation

4. Purpose of the RFP The purpose of this RFP is to select a vendor that can satisfy the State’s need for a Strategic eLearning Partner. It is the intent of IDOE to contract with a vendor that provides expertise in the area of eLearning, has a state presence and familiarity with the challenges facing Indiana schools in transition to digital age tools and practices and the operational agility and capacity necessary to deliver a variety of programs to the field in a timely and professional manner on behalf of and in cooperation with the IDOE. The IDOE reserves the right to select more than one strategic partner to fulfill the needs for programming outlined in this RFP.

5. Scope of RFP Baseline is estimated at $400,000 annually to administer these programs Contract Term: –one (1) year from the date of contract execution –possibility of three (3) one-year renewals –totaling four (4) years.

6. Deliverables eLearning Leadership Cadre School Administrator Tech Boot Camps Innovation Planning Grants eLearning Certification Program National Repository of Online Courses (NROC)

7. Key Dates ActivityDate Issue of RFP February 16, 2012 Pre-Proposal Conference February 23, 2012 Deadline to Submit Written Questions February 27, 2012 Response to Written Questions/RFP Amendments March 1, 2012 Submission of Proposals March 16, 2012 The dates for the following activities are target dates only. These activities may be completed earlier or later than the date shown. Proposal Evaluation TBD Proposal Discussions/Clarifications (if necessary) TBD Oral Presentations (if necessary) TBD Best and Final Offers (if necessary) TBD Contract Award June 29, 2012

8. Business Proposal (Attachment E) Company Financial Information (Section 2.3.3) –Confidential information must be kept separate from the proposal in both hard and soft copy Contract Terms (Section 2.3.5) –Respondent should review State contract and note exceptions to State mandatory and non-mandatory clauses in Transmittal Letter Preferences (Sections 2.3.13) –Buy Indiana Initiative/Company

9. Technical Proposal (Attachment F) General overview of capacity to serve as a Strategic Partner for eLearning initiatives (Section 2.4.1) –Five responses –Demonstrate your organization’s capacity to serve in this role Programs to be delivered by strategic partner (Section 2.4.2) –Five deliverables –Demonstrate your organization’s ability to provide the specified deliverables Reference necessary attachments in the answer space provided Addendum posted 2/20, updated template

10. Cost Proposal (Attachment D) Must be returned in Excel (or compatible) format All expenses need to be defined in the state’s terms and tied to a deliverable Baseline evaluation figure for project administration does not include pass-through funds (Approx. $500,000 in grants and $100,000 in licensing) Total bid amount pre-populates on the last tab; this figure will be used in Attachment A and Attachment C

11. Proposal Preparation Buy Indiana - Business Proposal, Section 2.3.13 –Status shall be finalized by proposal due date –5 definitions, details provided in Business Proposal Indiana Economic Impact - Attachment C –Definition of FTE (Full-Time Equivalent) –Example: If a Respondent has 5 full time employees and is bidding on its 5 th contract, and all contracts get an equal amount of commitment from the employees then each employee commits 20% of his or her time to the new contract: 0.2 x 5 employees= 1 FTE.

12. Proposal Preparation Attachment D (Cost Proposal) must be returned in Excel Use the templates provided for all answers Do not alter templates Please reference any attachments in the provided response space

13. Proposal Evaluation Summary of Evaluation Criteria: 1. Adherence to Mandatory Requirements –Pass/Fail 2. Management Assessment/Quality (Business & Technical) –35 points 3. Cost (Cost Proposal) –20 points 4. Indiana Economic Impact –15 points 5. Buy Indiana –10 points 6. Minority (10) and Women Business (10) –Subcontractor Commitment 20 points * 100 Total Points (7 bonus possible)

14. Minority and Women’s Business Enterprises Charles Hill, MWBE Division Contact Information - Email: chahill@idoa.in.gov or Phone: 317-233-0545chahill@idoa.in.gov Complete Attachment A, MWBE Form - Include sub-contractor letters of commitment Goals for Proposal - 8% Minority Business Enterprise - 8% Women’s Business Enterprise

16. Minority and Women’s Business Enterprises Prime Contractors must ensure that the proposed subcontractors meet the following criteria: Must be listed on the IDOA Directory of Certified Firms Each firm may only serve as once classification – MBE or WBE A Prime Contractor who is an MBE or WBE must meet subcontractor goals by using other listed certified firms. Certified Prime Contractors cannot count their own workforce or companies to meet this requirement. Must serve a commercially useful function. The firm must serve a value- added purpose on the engagement. Must provide goods or service only in the industry area for which it is certified as listed in the directory at http://www.in.gov/idoa/2352.htmhttp://www.in.gov/idoa/2352.htm Must be used to provide the goods or services specific to the contract National Corporate Diversity Plans are generally not acceptable

18. Minority and Women’s Business Enterprises TOTAL BID AMOUNT:

19. Minority and Women’s Business Enterprises Effective May, 2011, a new MWBE scoring methodology will be utilized for all RFP’s released New Process – MWBE scoring is conducted based on 20 points plus a possible 2 bonus points scale - MBE: Possible 10 points + 1 bonus point - WBE: Possible 10 points + 1 bonus Point Professional Services Scoring Methodology: - The points will be awarded on the following schedule: - Fractional percentages will be rounded up or down to the nearest whole percentage - Submissions of 0% participation will result in a deduction of 1 point in each category - The highest submission which exceeds the goal in each category will receive 11 points (10 points plus 1 bonus point). In case of a tie both firms will receive 11 points %1%2%3%4%5%6%7%8% Pts.1.252.503.755.006.257.508.7510.00

20. Minority and Women’s Business Enterprises BidderMBE %Pts.WBE %Pts.Total Pts. Bidder 112.0%10.010.0%11.021.0 Bidder 26.0%7.54.0%5.012.5 Bidder 38.0%10.08.0%10.020.0 Bidder 416.0%11.00.0%10.0 Bidder 50.0%0.0%-2.0 RFP MWBE Scoring Example

21. Additional Information IDOA PROCUREMENT LINKS AND NUMBERS http://www.in.gov/idoa/2354.htm 1-877-77BUYIN (8946) For Vendor Registration Questions http://www.in.gov/idoa/2464.htm For Inquiries Regarding Substantial Indiana Economic Impact A.http://www.in.gov/idoa/2467.htmhttp://www.in.gov/idoa/2467.htm Link to the developing “one stop shop” for vendor registry with IDOA and Secretary of State. B.Secretary of State of Indiana: Can be reached at (317) 232-6576 for registration assistance. www.in.gov/soswww.in.gov/sos C.See Vendor Handbook: Online version available at http://www.in.gov/idoa/files/vendor_handbook.dochttp://www.in.gov/idoa/files/vendor_handbook.doc D.Minority and Women Owned Business Enterprises: http://www.in.gov/idoa/files/Certification_List(48).xlshttp://www.in.gov/idoa/files/Certification_List(48).xls for table of IDOA certified MBEs and WBEs. For more WBE’s information http://www.in.gov/idoa/2352.htmhttp://www.in.gov/idoa/2352.htm E.RFP posting and updates: Go to http://www.in.gov/idoa/2354.htm (select “State of Indiana Opportunities” link)http://www.in.gov/idoa/2354.htm Drag through table until you find desired RFP/RFI number on left-hand side and click the link.

22. Questions and Answers

23. Thank You