Wallenius Wilhelmsen Logistics
Wallenius Wilhelmsen Logistics

REQUEST FOR PROPOSAL

Acquisition of trainers for Microsoft® Office® programs

Presented
Brenda Rivera

Proposal Release Date: September 02, 2013

Proposal Due Date: October 22, 2013

TABLE OF CONTENTS

INTRODUCTION ………………………………………………………………3 1. STATEMENT OF PURPOSE…………………………………………...…4 2. PROJECT GOALS………………………………………………………….4 3. TIME ALLOCATION……………………………………………….......…..5 4. BUDGET FOR THE PROJECT…………………………………….…..…5 5. SUPPLIER REQUIREMENTS & INSTRUCTIONS…………….…….…6 * 5.1 RFP Questions………………………………………………………………….….………...6 * 5.2 Response Format, Deadline, and Delivery……………………………………………...6 * 5.3 Presentation…………………………………………………………………………………..6 * 5.4 Important Due Dates……………………………………………………………………......7 * 6. TERMS AND CONDITIONS…………………………….…………………7 6.1 Information Access………………………………………………………………………….7 6.2 Acceptance or Rejection……………………………………………………………………7 6.3 Contract Provisions…………………………………………………………………………7 6.4 Responsibilities as Independent Contractor……………………………………………7 6. SUPPLIER QUESTIONNAIRE….……..………….………………………8 7.1 Supplier Background…………………………………………………………...…………..8 7.2 Financials/General Information………………...……………………………...……………8 7.3 Customer Base and References……………….…………………………………..……..9 7.4 Product Software Pricing…………………….…………………………………………….9 7.5 Implementation & Consulting Costs……….………………………………………………9 8. Appendices……………………….…………………………………..10 * 8.1 APPENDIX B - Required Proposal Outline…………………………………………….10
Introduction
Wallenius Wilhelmsen Logistics is a deliver innovative, sustainable global shipping, and logistics solutions for manufacturers of cars, trucks, heavy equipment and specialized cargo.

The company also specializes in handling complex project cargoes such as rail cars, power generators, mining equipment and yachts. Based upon our current growth agenda, it has become essential that all of our business. WWL's sophisticated supply chain management services ensure an efficient integration of ocean transportation, inland distribution, terminal handling and a large comprehensive range of specialized technical services.

Our goals are measurable as much as possible so we can track our environmental performance and identify areas for future improvements. Our aim is to reduce the waste from our activities through efficient recycling and continuous improvement of the management of our resources.

Our Quality Goal is continuously develop and improve our quality management system to ensure customer satisfaction by meeting, and where possible exceeding, our customer's

1. statement OF PURPOSE
The purpose of this document is to solicit proposals for required trainers to our salaried staff to use Microsoft Office Programs. The training is to be conducted on the 2013 versions.
The current program in use by WWL is failing to meet the business needs of the organization in the following areas: 1. The applications and programs in which the employees has been working often are not compatible with our existent programs 2. There is no accurate inventory information available to WWL customer service, shipping departments because some employees do not meet skills to use Microsoft Office 2013. 3. WWL is currently unable to meet customer and industry requirements such as communication in Outlook and Microsoft Project program because the staff unaware of the changes in the new version. *
2. PROJECT GOALS
Our primary objectives to train the employees are follows: 1. The individual or firm must be able to cover by the training provided to an intermediate level using Office Professional 2013: * Word * Using style sheets, formatting newsletters, inserting graphics, converting to PDF, printing controls * PowerPoint * Using templates, creating custom templates with the AOP logo, presentation design using timing and slide notes, converting to PDF and inserting/creating visuals from out AOP digital library (available online). * Excel * Basic spreadsheets, using formulas, creating multi-project workbooks, using the AOP customer tracking tool (provided) * Outlook * Integrating calendar and mail functions, creating custom folders and rules, attachments and inserts, 2. Improve operational efficiencies throughout the organization and good communication 3. Employees to acquire new knowledge and develop skills in the use of the new version of Microsoft Office 2013 * * Based upon a preliminary review, we have selected your organization to receive this formal Request for Proposal (RFP). We are asking that you submit a formal proposal, using the forms provided, which addresses the costs for the procurement and implementation of software from your organization. We have specifically defined certain “structural” items within this RFP. These include items such as hardware configuration, operating system environment, and installation of new version of Microsoft Office 2013. *
3. Time allocation
Training will be conducted beginning on October 29, 2013 and conclude on November 22, 2013 with the last day reserved for follow up sessions, one-on-one training, advanced tools and practical application.
Travel and lodging will be provided to each training organization for the duration of the contract. WWL will provide a continental breakfast and catered lunch; additional meal expenses are at the contractor’s discretion.
Training sessions will be conducted over four days, five hours per day with a 1-hour catered lunch (and optional off-site offerings as well). Sessions should be split evenly. The selected training organization will be responsible for defining the course syllabus, the amount of time spent on each program, the approach, materials, hands-on lessons and collaborative emphasis. This will be a significant factor in the deciding criteria for submitted proposals. WWL expects a mix of hands-on, collaborative and lecture-based instruction using excellent materials including leave-behind manuals, lesson plans, and tutorials and help texts.
Each group will have access to a 20 seat, on-location classroom equipped with laptops, a digital projector, sound system, teaching station and wireless network access. INTUIT NET in Redlands will provide all technical and setup support. Bay Area Wi-Fi will offer identical tech support in our Carmel office with a similar classroom environment.

This training will be for 40 full-time employees, 20 at location on 626 Enon Spring Smyrna TN 37167 and 20 at location of 7675 Volkswagen Dr. Chattanooga, TN 37416

4. BUDGET FOR THE PROJECT

Expected budget for this award is approximately $57,000 US for the training at both locations.

5. Supplier Requirements & Instructions
Information is to be provided for all sections within this document as defined within each section. On the attached spreadsheet, you will find areas for providing your responses to each of the elements within the various sections. Please provide your responses using this spreadsheet and this spreadsheet only. You may include additional supplemental information as part of your proposal. However, it should be clearly separate from your spreadsheet responses. If supplemental information is submitted, this information should follow the outline provided in Appendix B.

It is not necessary to provide any information other than that provided for in the spreadsheet RFPResponse.xls in order to fulfill the requirements for this RFP.

5.1 RFP Questions
Our objective is to insure that we provide you with all of the information you need in order for you to provide the most complete response to this RFP as possible. As such, we welcome any and all questions, which you might have. Questions or requests for clarification must be emailed to: briv0239@2wglobal.com by October 22, 2013 by 4:00 PM EDT. A copy of all questions and their associated responses will be e-mailed to all participants as they are received and addressed by WWL.

5.2 Response Format, Deadline, and Delivery
Responses to the attached spreadsheet should be e-mailed to the address listed below. If you are submitting any supplemental information, please submit a total of three (3) hard copies and one electronic copy of this material to the address listed below. All RFP responses (both the spreadsheet and any other supplemental information) must be submitted no later than October 22, 2013 at 4:00 PM EDT. Please submit to:
WW Logistics
Attn: Brenda Rivera
626 Enon Spring
Smyrna, TN 37167 E-mail address: briv0239@2wglobal.com

5.3 Presentation
It is requested that any supplemental information accompanying your proposal be bound in a 3-ring binder. Number pages consecutively within a section, using section and page numbering as listed in Appendix B. In addition, the spreadsheet RFPResponse.xls must be filled-out and form the basis for your response.

5.4 Important Due Dates

Date to be Received | Items to be Returned | 4:00 PM EDT, September 2, 2013 | Supplier Questions and Clarification Requests Due | 4:00 PM EDT, October 22, 2013 | Completed Response to RFP Due |

6. TERMS and Conditions
Suppliers are required to adhere to the below terms and conditions.

6.1 Information Access
The information provided within this, or any other document supplied by WWL, is to be considered strictly confidential and shall be considered proprietary to WWL. This information is not to be shared with individuals outside of your organization unless WWL has specifically provided either written or verbal consent allowing said individual’s access to this information.

Should your company decide not to respond to this RFP, please return all materials and any duplicates to Your Contact at WWL.

6.2 Acceptance or Rejection
WWL, at its sole discretion, reserves the right to either accept or reject any and all proposals. The existence of this request for proposal shall not, in any way, obligate WWL to take any action regarding any response submitted by a supplier to this request.

6.3 Contract Provisions
In the event that WWL accepts a proposed solution, it is the intent of WWL to incorporate the spreadsheet RFPResponse.xls, as well as any other supplemental material provided as part of this RFP response, in their entirety, into the final contract with the supplier.

6.4 Responsibilities as Independent Contractor
Any personnel provided by supplier shall be considered to be personnel or agents of the supplier. Under no circumstances will said personnel be considered to be agents or personnel of WWL. However, WWL reserves the right to demand the removal and potential replacement of any one or group of individuals provided by supplier to work on the project.

If your organization intends to utilize a third party organization to perform any of the tasks associated with any aspect of the proposal, this intent must be disclosed as part of the proposal. For example, if it is your intent to have an organization other than your own performs implementation and project management services as part of the proposed engagement, you must indicate this as part of the proposal. In addition, responsibility for any items or activities provided by any subcontracting or third party entity must be assumed by your organization. For purposes of this engagement, WWL intends to contract exclusively with your organization for the support functions required to insure a successful implementation. This means that your organization will be the sole contact concerning contractual matters, invoicing and associated payments.

7. SUPPLIER QUESTIONNAIRE In order to provide a direct comparison between the various suppliers, a standardized RFP Response form has been provided along with this RFP (RFPResponse.xls). Please complete this form in detail. This form will be the only means whereby data provided by your organization can be compared to that of other organizations. In addition, it is the only place from which information specific to your organization will be taken from for purposes of evaluating the various potential suppliers. It is important, therefore, that this spreadsheet be completed properly and that the appropriate amount of time be committed to this task.

7.1 Supplier Background
In this section, we are seeking information regarding the background of your organization in order to access the ability of your organization to bring the project to a successful conclusion.

7.2 Financials/General Information
Supplier should provide the following information regarding your organization: a. Provide company name and headquarters location. Provide length of time in the software product, software services, and consulting business. b. Provide the names, telephone, and fax numbers of persons authorized by your company to conduct negotiations with WWL. c. Disclose fully all your relationships with any and all subcontractors and other related companies. d. If you are a current supplier to WWL, please include current volumes and billable amounts over the past two years. e. Indicate whether your company is currently being investigated by any governmental agency. f. Indicate whether your company is currently in litigation with any organization regarding fulfillment of contractual obligations, performance, or copyright and patent infringement. g. Conflict of Interest Certification: certify that your firm has no real or potential conflicts of interest, which would prevent the supplier from acting in the best interests of WWL. h. If you are a public company, provide audited financial statements for the past 2 years. Include annual reports and 10-K filings if available. If you are the subsidiary of a large corporation, include the holding company annual report. If you are a privately held company and will not disclose any financial information, provide the information indicated using either true dollars or percentage information. If you are providing data on a percentage basis, make sure that you scale everything to total sales. That is, assume total sales represent 100% and scale all sales and cost items as a percentage of this number. i. Organization chart and senior management profiles. j. Relative size of this project in comparison to current customer base (revenue, processing, etc.). k. Any additional information the supplier deems useful for WWL’s evaluation of the supplier’s qualifications.

7.3 Customer Base and References * Provide a list of three references that have contracted for the same or similar services. WWL will contact these references only at the end of the software selection process as part of the due diligence phase of supplier selection. In addition, WWL will only contact these references after the supplier has specifically been asked to arrange for such contact to occur. * * Include for each reference: * Company name * Contact name * Company Address * Contact telephone number and FAX number * Contact e-mail address * * The identified customers should be willing to answer questions concerning your company's performance and services.

7.4 Product Software Pricing
In this section, please define the pricing structure for the associated software costs, which includes license fees or other pricing methods, and other required features such as maintenance, upgrades, consultation and support fees, and post-implementation training costs and services. Identify a breakdown of the pricing elements over the life of the contract. Provide a cost for the stated number of concurrent users as well as a cost for an unlimited user site license for the software. Costs for both options must be included in the proposal. In addition, include a guaranteed cost per user for any incremental user licenses which must be purchased in the future as a result of business growth. If there is any discount available on additional licenses as a result of purchasing these additional licenses in blocks of users (e.g., ten (10) user increments), this should also be stated.

7.5 Implementation & Consulting Costs
Since WWL intends to utilize the selected software supplier heavily throughout the implementation process, costs associated with the implementation are expected to represent a significant fraction of the total cost. For the categories listed on the attached spreadsheet (RFPResponse.xls), please indicate the total estimate for the number of hours you expect the implementation to consume, the hourly cost for an individual in each category, and the estimated total cost. Please make sure that your cost is both reasonable and verifiable. It is the intent of WWL, as part of its due diligence process, to talk to existing customers and determine how close the actual implementation costs came to the original estimates. It is important, therefore, that your numbers be realistic given the size and transaction volume of our organization.

8. Appendices

8.1 APPENDIX B - Required Proposal Outline
The following table summarizes the format requirement for your proposal. In addition, attached to this document you should receive an Excel based spreadsheet (RFP Response.xls), which contains a series of forms for you to complete. There is one form (tab) associated with each section of the proposal. Please complete the information on this spreadsheet and return it in electronic form along with the electronic copy of your proposal.

Section | Section Title | Section Content | 0 | Executive Summary | Executive Summary | 1 | Supplier Background & Company Financials | Response to Section 7.1 | 2 | Customer Base & References | Response to Section 7.2 | 3 | Qualifications of Personnel | Response to Section 7.3 | 4 | Pricing Structure | Response to Section 7.4 | 5 | Implementation Services | Response to Section 7.5 | 6 | Technology | Response to Section 7.6 | 7 | Invoicing | Response to Section 7.7 | 8 | Detailed System Requirements | Response to Appendix B |