E-Discovery Solution
| Agency: | Iowa State University |
|---|---|
| State: | Iowa |
| Level of Government: | State & Local |
| Category: |
|
| Opps ID: | NBD14209907173204379 |
| Posted Date: | Apr 1, 2024 |
| Due Date: | May 1, 2024 |
| Solicitation No: | RFQ-1000985 |
| Source: | Members Only |
Bid Information
|
Contact Information
|
Attachment Preview
RFQ-1000985
E-Discovery Solution
Issue Date: 4/1/2024
Questions Deadline: 4/12/2024 12:00 PM (CT)
Response Deadline: 5/1/2024 12:00 PM (CT)
Contact Information
Contact: Jamie Albertsen
Address: Procurement Services
1340 Administrative Services Building
2221 Wanda Daley Drive
Ames, IA 50011-1004
Phone: (515) 294-8621
Email: jamiea@iastate.edu
Page 1 of 13 pages
Deadline: 5/1/2024 12:00 PM (CT)
RFQ-1000985
Event Information
Number:
RFQ-1000985
Title:
E-Discovery Solution
Type:
Request for Proposal (Public)
Issue Date:
4/1/2024
Question Deadline: 4/12/2024 12:00 PM (CT)
Response Deadline: 5/1/2024 12:00 PM (CT)
Notes:
Iowa State University of Science and Technology (ISU) is soliciting information from
qualified contractors to provide the goods and/or services described herein.
Contractors should read all materials carefully and note the due date.
Contractors must submit all questions in the "Questions" tab related to this bid
opportunity.
Bid responses will ONLY be accepted online via ISUBid. Please allow adequate
time to review and submit your response prior to the deadline.
You must register in ISUBid to download all related requirements and documents.
Bid Attachments
ISU Instructions.pdf
Download
Review the instructions for important information. REVISED APRIL 2022
ISU General Terms & Conditions.pdf
Download
Review the general terms and conditions carefully and any exceptions should be listed in the "Attributes" section.
REVISED APRIL 2022
Insurance Language - Professional Services & Software Dev (Off Campus) 09-
2021.pdf
Download
Insurance Requirements - Professional Services & Software Dev (Off Campus) 09-2021
Requested Attachments
Detailed Quote
(Attachment required)
Provide a line item detailed quote, including total cost of ownership to ISU for options of a three year and five year
initial term (broken down annually). Be sure to clarify one-time and ongoing costs as well as any annual % increase
caps after initial term.
Terms and Conditions - Word Format
(Attachment required)
Attach any related terms and conditions that would apply to this purchase in editable word format including an EULA,
terms of service, implementations statements of work, etc. If there are links to other terms within the document, those
terms must be attached as well. It is preferred to use ISU General Terms and Conditions for anything that is not
specifically related to the product or services.
Technical Documentation
(Attachment required)
Provide any diagrams, screen shots or other related technical documentation to help the team understand how your
solution works.
Service Level Agreement
(Attachment required)
Provide your Service Level Agreements (SLAs)
Page 2 of 13 pages
Deadline: 5/1/2024 12:00 PM (CT)
RFQ-1000985
Bid Attributes
1 Overview
The Office of General Counsel (OGC) utilizes software to aid in document sorting, culling, and review of documents
for litigation discovery, subpoena compliance and responding to public records requests. This software aids in the
process of identifying, de-duplicating, searching, and redacting protected information while creating privilege logs
for electronic documents collected by The Office of General Counsel. OGC is seeking suppliers to provide up to 10
user licenses and storage for up to 100GB of data.
Read and understood
(Required: Check if applicable)
2 Supplier Presentations
Representatives from your company will be available for online presentations if requested as soon as May 15th?
Yes, we will be available.
(Required: Check only one)
No, we will not be available.
3 Evaluation Criteria
The evaluation of this RFP/RFQ may be based upon, but not limited to:
Ability to meet or exceed Specifications
Demonstrated proficiency with customers similar to a University Legal Department
Ability to meet optional desired features
Total Cost of Ownership
Experience in a higher education or government environment
Technical Support Provided
Experience in a higher education or government environment
IT Security and Digital Accessibility review and approval will be required for the awarded supplier.
Read and understood
(Required: Check if applicable)
4 REQUIRED FEATURES AND CAPABILITIES
The following items are functional aspects required of any solution proposed for this RFQ/RFP.
5 Ability to preserve files and formats as well as any metadata pertaining to those files
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
6 Ability to process many electronic document formats, including, but not limited to:
PDF
PST
Word
Excel
PowerPoint
Image files (e.g. JPEG, PNG, etc.)
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
Page 3 of 13 pages
Deadline: 5/1/2024 12:00 PM (CT)
RFQ-1000985
7 Ability to perform de-duplication of document files
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
8 Ability to provide review tools, including commenting, metadata tagging, annotation, etc.
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
9 Ability to number and identify documents by document number or document term (e.g. Bates Stamping)
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
1 Ability to perform document redaction and create an index demonstrating the redacted information
0
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
1 Ability to perform searches and culls by date range and keyword search across multiple documents/files
1
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
1 Ability to create privilege logs for withheld documents that include references to the reasoning for the
2 withholding of the document
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
1 Ability for installation on both Windows 10/11 and MacOS
3
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
1 The system should be a cloud-based solution (optional)
4
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
1 Integrations
5 What current integrations are available. Check all that apply.
Microsoft Exchange
Microsoft Office 365
Box.com
Google G-Suite
(Optional: Check all that apply)
1 REQUIRED FEATURES AND CAPABILITES COMMENTS
6 If you cannot meet one of the above requirements, briefly explain if needed. Be specific to which requirements you
are referring to. If additional space is needed, add document under "Response Attachments" tab titled Required
Features and Capabilities Comments.
(Optional: Maximum 1000 characters allowed)
Page 4 of 13 pages
Deadline: 5/1/2024 12:00 PM (CT)
RFQ-1000985
1 DATA SECURITY & WORKFLOW CAPABILITIES
7
1 Ability to set security at the user level
8
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
1 Ability to limit what users can see and do based on security level
9
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
2 Ability to search across multiple repositories from a single search, and deliver a unified results list
0
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
2 Ability to support multi-attribute search
1
Yes, we can meet this requirement. No, we cannot meet this requirement.
(Required: Check only one)
2 Ability to secure confidential information in compliance with known standards
2 System will include information protected by
• FERPA
• HIPAA
• DoD
• SEC
• FINRA
• PCI-DSS
Social Security numbers, and other forms of confidential or personal information will also potentially be included in
documents stored in the system.
Yes, we can meet this requirement.
(Required: Check only one)
No, we cannot meet this requirement.
2 DATA SECURITY AND WORKFLOW CAPABILITES COMMENTS
3 If you do not provide any of the above features, briefly explain if needed. Be specific to which feature you are
referring to.
(Optional: Maximum 1000 characters allowed)
2 Support
4 Briefly describe how you provide support services, including hours of support, response times, and average time to
repair.
(Required: Maximum 1000 characters allowed)
Page 5 of 13 pages
Deadline: 5/1/2024 12:00 PM (CT)
RFQ-1000985
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