Collectively as a group – This assignment is focused on identifying risk, ranking and prioritizing – the primary focus of risk analysis. For this assignment, you will determine the “risk exposure” for your selected IT RFP projects.At a minimum, you will need to include the following additional columns in your risk register (you can also add additional columns as you see necessary and informative):Probability – Use a numeric label such as a decimal (0.80) or a percentage (80% chance of happening).Impact – Use a numeric scale such as 1 (low) to 5 (high); 1 (low), 2 (moderate), or 3 (high); or some other scale that is meaningful to your team.Exposure – Also known as the Risk Probability Impact (RPI) number, which is calculated by multiplying the “probability” x “impact.” Rank – Use a number or color ranking system to prioritize your risks, so you will know which to focus on. For instance, you may use “1” for highest ranking risks based upon the RPI number and sequential numbers for lower ranked risks. Alternatively, you may use a color schema (i.e. such as the traffic light schema) with green indicating low level risks, yellow indicating moderate, and red indicating high. You may need to create categories or thresholds for each color category. A simple program such as MS Excel does allow you to use thresholds by incorporating “IF, THEN” statements or macros, if so inclined. Another option is a combination of numbers and colors – the choice is yours, but do some research so that you create something that is easily understandable and readable.Risk Triggers – Those indicators that indicate a risk is happening or about to occur.Risk Owners – Assign someone, multiple people, a subcontractor, or an entity to “own” the risk and handle it if it comes to fruition. This many not seem like it is important, but it is critical as we can all get busy and lose focus on the individual risks. This creates that “accountability” we have discussed throughout this program.Risk Strategies/Responses – how you plan to deal with the risks – both positive and negative.Contingencies – What is your plan ‘B’ should your initial risk strategy not work?Other Information – Any other information you would like to add.RFP : RFP – Website Redesign.pdfRequest for Proposals
Education Development Center, Inc.
(Hereafter referred to as “EDC”)
Request for Proposals for Procurement of
Website Design including Five Product Sub-sites
Date of Issuance:
February 27, 2013
Revision 1 – March 01, 2013
Page 1 of 2
The following is a revision to the Education Development Center, Inc. Request for Proposal (RFP) for
Procurement of Website Design including Five Product Sub-sites and shall become a part of any
subsequent award.
Revision: The total estimated amount for the award in response to this RFP is ranging between
$325,000 to $450,000, subject to availability of funds. Revealing the range of EDC’s cost estimate for
the award does not mean offerors should necessarily strive to meet the maximum amount.
ALL OTHER PROVISIONS OF THE AFOREMENTIONED RFP, AS PREVIOUSLY AMENDED, REMAIN
UNCHANGED AND ARE TO BE BID AS STATED.
Page 2 of 2
Request for Proposals
Education Development Center, Inc.
(Hereafter referred to as “EDC”)
Request for Proposals for Procurement of
Website Design including Five Product Sub-sites
Date of Issuance:
February 27, 2013
Page 1 of 17
EDC is an international nonprofit organization that develops, delivers, and evaluates innovative
programs to address some of the world’s most urgent challenges. Our work includes research, training,
educational materials and strategy, with activities ranging from seed projects to large-scale initiatives.
EDC enjoys a worldwide reputation for its excellence in program and fiscal management and for the
impact of its work.
The National Center for Mental Health Promotion and Youth Violence Prevention (NCMHPYVP) is
looking to create a website featuring five e-Learning product sub-sites. EDC’s work on the NCMHPYVP
project is funded by the Substance Abuse and Mental Health Services Administration (HHS-SAMHSA);
organizations submitting proposals in response to this Request for Proposal (“RFP”) have no relationship
with HHS-SAMHSA under the terms of this RFP or any resultant contract. All communications regarding
this RFP must be directed to EDC.
1. Purpose and Eligibility
1.1 Purpose
The purpose of this RFP is to invite prospective offerors to submit a proposal to complete work as
described in Annex C.
1.2 Coverage & Participation
The services included in this RFP shall be for used for website design purposes.
2. General Information
2.1 Original RFP Document
EDC shall retain the RFP, and all related terms and conditions, exhibits and other attachments, in original
form in an archival copy. Any modification of these, in the offeror’s submission or subsequent contract,
is grounds for immediate disqualification.
2.2 RFP Provisions
1. All information provided by EDC in this RFP is offered in good faith. EDC makes no certification
that any item is without error. EDC is not responsible or liable for any use of the information or
for any claims asserted there from.
2. This RFP does not under any circumstances commit EDC to pay any costs incurred by the offeror
in the submission of a proposal. This is the offeror’s responsibility.
3. All materials submitted in response to this RFP shall become the property of EDC upon delivery
to EDC.
4. Additional documentation may be required prior to selection.
2.3 Schedule of Events
The following schedule applies to this RFP but may change in accordance with EDC’s needs or
unforeseen circumstances. Changes in this timeline will be announced as formal modifications to the
RFP.
TIME
5:00pm
DATE
3/6/13
Time Table
Deadline for submission of proposals
Page 2 of 17
5:00pm
5:00pm
3/8/13
3/12/13 or
3/13/13
3/14/13
Estimated Date for Notification to Offerors on Proposal Status
Presentations by Final Two Candidates
Notification of Award
3. Proposal Submission and Selection
3.1 Offeror’s Understanding of the RFP
In responding to this RFP, the Offeror fully understands the RFP in its entirety and in details. EDC
reserves the right to disqualify at its sole discretion any offeror who submits a proposal that is not
responsive or that demonstrates less than such understanding. That right extends to cancellation of the
contract if a contract has been made. Such disqualification and/or cancellation shall be at no fault, cost,
or liability whatsoever to EDC.
3.2 Communication
Verbal communication shall not be effective unless formally confirmed in writing by the EDC Contact
Person in charge of managing this RFP process. In no case shall verbal communication govern over
written communications.
3.3 Proposal Submission
All responses to this RFP must include the following:
1. A detailed technical proposal of what exactly will be provided to EDC, including a narrative
to justify the choices proposed will meet EDC’s needs outlined in Section 4 and all technical
information.
2. A detailed price proposal in accordance with Section 5.
3. A description of similar work performed by the offeror.
4. A list of qualified professional and technical personnel, proposed under the offeror’s
proposal, including details of their relevant experience and relevant assignments in the past
three years.
Proposal must be delivered via email to:
Education Development Center, Inc.
Attention:
Erin Tackney
E-mail:
etackney@edc.org
All proposals must be received by EDC, before the deadline date and time, 5:00pm EST, 3/6/13.
3.4 Evaluation Criteria and Method of Award
The evaluation of each response to this RFP will be based on its demonstrated competence, compliance,
format, and organization. The purpose of this RFP is to identify those organizations that have the
interest, capability, and financial strength to supply the services identified in Section 4.
Page 3 of 17
Evaluation Criteria:
a.
b.
c.
d.
Technical/Design Approach; 35%
Project Management; 20%
Capacity; 20%
Prior Experience and expertise; 25%
The top two scoring vendors will be invited to make presentations to EDC staff according to the schedule
found in section 2.3.
Cost proposals will be evaluated, but will not be assigned a rating. The evaluation of cost will include a
determination of cost realism, completeness, and reasonableness. Cost realism is defined as the
offerors’ ability to project costs which are realistic for the work to be performed; reflect a clear
understanding of the requirements; and are consistent with the offeror’s technical capacity.
3.4.1 Selection
EDC may award one or more contracts resulting from this RFP to the offeror(s) whose quotation(s)
conforming to this RFP offer(s) the greatest value. EDC may also (a) reject any or all quotations, (b)
accept other than the lowest cost quotation, (c) accept more than one quotation, (d) accept alternate
quotations, and (e) waive informalities and minor irregularities in quotations received.
4. Technical Specifications & Requirements
4.1 Statement of Work
Attached as Annex C.
4.2 Deliverables and Milestones
See Annex C for details.
5. Price Proposal Requirements
All organizations must submit a cost breakdown for completing the work described in this RFP. In
response to this RFP, EDC anticipates issuing a fixed price award with payments on a time schedule
contract with payments made upon submission of agreed-upon deliverables. The selected organization
must agree to abide by the price submitted for the duration of the contract.
EDC will not pay for any costs incurred by the offeror in preparation of a proposal in response to this
RFP. All offerors must provide a price guarantee that the proposal price remains valid for 90 days.
Page 4 of 17
5.1 Total Price Summary
Please provide a price summary for each phase as displayed below, as well as a narrative describing how
the price was calculated. The price summary must be submitted in Microsoft Excel format and show all
formulas.
The price summary, detailed budget, and all discussion of costs, including the budget notes, shall be
organized consistent with the cost categories specified below. If there is no proposed cost in a particular
category, include 0 for that category.
Price Summary
Direct Labor
Salary and Wages
Fringe Benefits
Consultants
Other Direct Costs
Travel, Transportation, Per
Diem and Miscellaneous
Travel Costs (Visas,
inoculations, etc.)
Allowances
Equipment and supplies
Subcontracts
Training Costs
Any Other Direct Cost
Indirect Costs
Total Cost (Direct Labor
Plus Other Direct Costs
Plus Indirect Costs)
Fee/Profit
Total Price (Total Cost Plus
Fee/Profit)
Amount
5.2 Detailed Budget & Budget Narrative
The detailed budget must be submitted in Microsoft Excel format and show:
 Each cost within a budget category (e.g., within the direct labor category, there must be a
separate line in the budget for each staff position; within the equipment category, there must
be a line for each type of equipment, etc.); and
 all formulas.
The budget narrative must include information about how the amounts for each estimated cost were
determined.
The following definitions of types of costs should be utilized in preparing the cost proposal.
Page 5 of 17
Salary and Wages: Direct salary and wages should be proposed in accordance with the offeror’s
personnel policies. For example, costs of long-term and short-term personnel should be broken down by
person years, months, days or hours.
Fringe Benefits: If fringe benefits are provided for as part of an organization’s indirect cost rate
structure, a copy of the organization’s Negotiated Indirect Cost Rate Agreement must be included in the
cost proposal. If fringe benefits rates are not included in the organization’s Negotiated Indirect Cost Rate
Agreement, a detailed cost breakdown by benefits types must be provided.
Consultants: This category is for services rendered by persons who are members of a particular
profession or possess a special skill and who are not officers or employees of the offeror. Costs of
consultants should be broken down by person years, months, days or hours.
Travel, Transportation, and Per Diem: This category is for costs for transportation, lodging, meals and
incidental expenses. Costs must be broken down by the number of trips, domestic and international,
cost per trip, per diem and other related travel costs.
Equipment and Supplies: This category is for supplies and equipment. Costs must be broken down by
types and units.
Subcontracts: For any proposed subcontract, a budget for the proposed subcontract must be included
and the budget must include the budget categories noted above.
Allowances: Allowances should be broken down by specific type and by person, and should be in
accordance with offeror’s policies and US Government regulations.
Training: For all types of training, costs should be broken down by types of training, participants and
types of costs (e.g. transportation, materials, facilities, etc.).
Other Direct Costs: Costs must be broken down by types and units.
Indirect Costs: If the offeror has a Negotiated Indirect Cost Rate Agreement, indirect costs must be
proposed in accordance with the offeror’s Negotiated Indirect Cost Rate Agreement and a copy of the
Negotiated Indirect Cost Rate Agreement must be included in the cost proposal. If indirect costs rates
have not been previously established with the US Government, a breakdown of bases, pools, method of
determining the rates and description of costs, and two years of financial statement, preferably audited
by an independent auditor must be submitted.
Fee/Profit: The proposed fee/profit must be supported with rationale based on associated risk factors.
6. Organization Overview and Offeror Certification
6.1 Organization Overview
In order for their proposal to be considered, the offeror must submit an overview of the organization
which must include the following:

Full legal name of the company.

Year the organization was established.

Contact information regarding the proposal to include the following:
(a) the individual(s) full name and title,
(b) full office address,
Page 6 of 17



(c) telephone and fax number,
(d) email address
A list of the offerors’s key individuals including:
(a) the principal officers of the organization’s governing body (e.g., chairman, vice chairman,
treasurer and secretary of the board of directors or board of trustees);
(b) the principal officer and deputy principal officer of the organization (e.g., executive
director, deputy director, president, vice president);
(c) the program manager(s) for the proposed contract;
(d) any other person who will have significant responsibilities for administration of the US
Government-financed activities or resources under the proposed delivery of the
commodities.
Names, email addresses, phone numbers and contact people at three organizations who have
been clients of the offeror during the last 18 months, whom EDC can call on as references.
Offerors should provider references from projects similar in size, application, and scope and
include a brief description of the implementation of the project.
Information regarding any current litigation in which the offeror, or any of the entities in the
collaboration, are involved, regardless of jurisdiction where the litigation resides.
Offerors that currently have a Dun & Bradstreet Number are requested to provide this information.
Offerors who are not registered with Dun & Bradstreet may do so at
http://www.dnb.com/us/duns_update/. There is no charge for this registration. A Dun & Bradstreet
Number is not required for submission of a proposal, but may be required before a contract is issued.
Whether or not an offeror currently has a Dun & Bradstreet number will not affect the evaluation of the
offeror’s proposal.
6.2 Organizational Certification
In order for their proposal to be considered, the offeror must complete and submit the organizational
certification included in Annex A to this RFP.
Page 7 of 17
Annex A—Organizational Certification
This certification attests to the Offeror’s awareness and agreement to the content of this RFP and all
accompanying calendar schedules and terms and provisions contained herein.
The Offeror must ensure that this certification is duly completed and correctly executed by an
authorized officer of the Offeror’s company.
1. This proposal is submitted in response to an RFP issued by EDC. The undersigned is a duly authorized
officer, hereby certifies that:
(Offeror Name)
Agrees to be bound by the content of this Proposal and agrees to comply with the terms, conditions and
provisions of the referenced RFP. The proposal shall remain in effect for a period of 90 calendar days as
of the Due Date of the RFP.
2. The undersigned further certify that their firm (check one):
[ ] IS
[ ] IS NOT
Currently debarred, suspended, or proposed for debarment by any United States federal entity. The
undersigned agree to notify EDC of any change in this status, should one occur, until such time as an
award has been made under this procurement action.
3. The offeror, by checking the applicable box, certifies that –
(a) If the offeror is a U.S. entity,
1. it operates as [ ] a corporation incorporated under the laws of the State of
____________ (state), [ ] an individual, [ ] a partnership, [ ] a nongovernmental
nonprofit organization, [ ] a state or loc al governmental organization, [ ] a private
college or university, [ ] a public college or university, [ ] an international organization,
or [ ] a joint venture;
2. its status* is (check all that apply; see Annex B for standard definitions):
[ ] Small Business (SB) (self certification)
[ ] Small Disadvantaged Business (SDB) (self certification)
[ ]HUBZone Small Business (self-certification not available), certification issued by
______________________
[ ] Woman Owned Small Business (WOSB) (self certification)
[ ]Veteran Owned Small Business (VOSB) (self-certification)
[ ] Service Disabled Veteran Owned Small Business Concern (SDVOSP) (selfcertification)
[ ] Large Business (LB)
[ ] Other Certification, certification: ______________________
3. [ ] In addition to the above, the offeror complies with the Small Business
Administration’s Table of Size Standards. (See www.sba.gov for additional information.)
OR
(b) If the offeror is a non-U.S. entity, it operates as [ ] a corporation organized under the laws
of _____________________________ (country), [ ] an individual, [ ] a partnership, [ ] a
nongovernmental nonprofit organization, [ ] a nongovernmental educational institution, [ ] a
governmental organization, [ ] an international organization, or [ ] a joint venture.
Page 8 of 17
4. Person[s] authorized to negotiate on behalf of this firm for purposes of this RFP are:
Name:
Signature:
Name:
Signature:
Title:
Date:
Title:
Date:
Signature of Authorized Officer:
Name:
Signature:
Title:
Date:
Notification: Under 15 U.S.C. 645(d), any person who misrepresents its firm’s size status shall (1) be
punished by a fine, imprisonment, or both; (2) be subject to administrative remedies; and (3) be ineligible
for participation in programs conducted under the authority of the Small Business Act.
*If you are certified or a member of one of the qualifying groups, please register with Dun & Bradstreet
at http://www.dnb.com/us/duns_update/. There is no charge for this registration.
Page 9 of 17
Annex B—Definitions (U.S. Entities Only)
Small Business (SB)
A small business, means a concern, including its affiliates, that is independently owned and operated,
not dominant in its field of operation, and meets the SBA’s criteria for the NAICS
(http://www.census.gov/eos/www/naics/) industry to which it belongs. Currently, a small business
certification process is not required for Federal contracts. When submitting a proposal, simply selfcertify by checking the appropriate box.
Small Disadvantaged Business (SDB)
A Small Disadvantaged Business (SDB) is a small business that is at least 51 percent owned by one or
more individuals who are both socially and economically disadvantaged.
The SBA defines socially disadvantaged groups as those who have been, historically, subjected to “racial
or ethnic prejudice or cultural bias” within the larger American culture. Identified groups include: African
Americans, Asian Pacific Americans, Hispanic Americans, Native Americans and Subcontinent Asian
Americans. Members of other groups may qualify if they can satisfactorily demonstrate that they meet
established criteria.
Economically disadvantaged individuals are defined as those for whom impaired access to financial
opportunities has hampered the ability to compete in the free enterprise system, in contrast to people
in similar businesses who are not identified as socially disadvantaged.
HUBZone Small Business – Historically Underutilized Business Zone
A small business concern that appears on the list of Qualified HUBZones Small Businesses maintained by
the US Small Business Administration. To determine if your business is located in a HUBZone, or to apply
online, go to The Small Business Administration’s HUBZone website
https://eweb1sp.sba.gov/hubzone/internet/index.cfm.
Woman-owned Small Business (WOSB)
A small business that is at least 51 percent owned and actively managed by one or more women with
either U.S. citizenship or U.S. resident alien status. Learn more at SBA’s Office of Women’s Business
Ownership at http://www.sba.gov/aboutsba/sbaprograms/onlinewbc/index.html.
Veteran-Owned Small Business (VOSB)
A small business concern that is:
i.
At least 51% unconditionally owned by one or more veterans as defined at 38 U.S.C. 101(2) or,
in the case of any publicly owned business, at least 51% of the stock of which is unconditionally
owned by one or more veterans; and
ii.
The management and daily business operations of which are controlled by one or more
veterans.
Learn more at SBA’s Office of Veterans Business Development
http://www.sba.gov/aboutsba/sbaprograms/ovbd/index.html.
Service Disabled Veteran-Owned Small Business Concern (SDVOSB)
A small business concern that is:
i.
At least 51% unconditionally owned by one or more service-disabled veterans or, in the case of
any publicly owned business, at least 51% of the stock of which is unconditionally owned by one
or more service-disabled veterans, and;
Page 10 of 17
ii.
The management and daily business operations of which are controlled by one or more service
disabled veterans, or in the case of a service disabled veteran with permanent and severe
disability, the spouse or permanent caregiver of such veteran.
“Service Disabled Veteran” means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service
connected as defined in 38 U.S.C. 101(16). Learn more at the US Dept. of Veteran Affairs
http://vabenefits.vba.va.gov/vonapp/main.asp.
NAICS
The North American Industry Classification System (NAICS) is the standard used by Federal statistical
agencies in classifying business establishments for the purpose of collecting, analyzing, and publishing
statistical data related to the U.S. business economy. For more information go to NAICS at
http://www.census.gov/eos/www/naics/.
Page 11 of 17
Annex C—Scope of Work
The National Center for Mental Health Promotion and Youth Violence Prevention (NCMHPYVP) is needs
assistance in designing a website featuring five e-learning product sub-sites. The landing page, which we
are thinking of as the “storefront”, and the sub-sites will establish NCMHPYVP’s e-learning expertise and
deep content knowledge of the pressing issues facing all those whose work contributes to the well being
of children ages 0 to 18. As such, this body of work must appeal to a very wide audience of the
professional and paraprofessional workforce of schools and community based organizations serving
youth and families.
The website storefront page and the five sub-sites are currently in various stages of development,
ranging from fully established websites to courses and websites in concept development. We will need
a consistent design and unifying elements across sites to unite the suite and reinforce our identity and
expertise. We are looking for a visual framework and approach to navigation which we can fit around
these different “products” to allow users to explore and use our different products while intuitively
understanding that they are still within the National Center family of offerings. The visual framework
and navigation strategy needs to accommodate the differences between these sub-sites/products.
While the sub-sites are all National Center products, we do not envision them all being part of the same
information architecture. It is more likely that each product will be a “sub-site” with its own navigation,
as each product is different (there might be some categories that go across all of them, but there are
significant differences between them that we can’t envision them sharing the same navigation).
However, navigation needs to seem enough alike that users feel ‘at home’ within another product once
they have explored the first.
We also need an approach that can accommodate the various stages of development of these products,
as well as a strategy that can accommodate the development of more “products” under this umbrella.
Finally, each sub-site/product has its own set of collateral needs: PDF design guides; some will need
photos or graphics that are appropriate for the specific subject matter; some will need a basic style
guide for our in-house designers to reference for future e-learning modules.
Requirements
1.
2.
3.
4.
5.
6.
7.
8.
Excellent graphic design capabilities.
Solid information architecture expertise with a user-centric focus.
Ability to create Drupal-ready designs; ability to execute in Drupal preferred.
Experience with Drupal programming/theming and collaborating with in-house Drupal
developers.
Ability to create a compelling visual language and style that will unify our products across a
variety of media (video, photos, PDFs, online courses).
Experience incorporating in-house interactive content into website design, experience
developing interactive content is a plus.
Ability to design for mobile platforms, e.g. smart phones, IPads, etc.
Co-located dedicated Project Manager preferred.
Page 12 of 17
Product delineation
(A) A Promoteprevent.org storefront landing page that acts as a portal for our collection of e-learning
products:
This landing page should showcase our subject matter and e-learning expertise, and should invite the
user to explore our e-learning product sub-sites. We would also like to have a dynamic content area that
pulls in content from our bullying blog site.
(B) Five Sub-Sites:
We have identified three of our product sub-sites as “key products” which are indicated below and are:
3 Bold Steps, Positive School Discipline, and Good Behavior Game.
For each of the 5 following e-learning product sub-sites we will need:
1.
2.
3.
4.
5.
6.
Landing page
Sub-pages (number will vary depending on website)
User experience (degree of assistance will depend on individual product)
Graphical look and feel to tie into overall look and feel
Information architecture (exact nature and depth will depend on individual product)
Design guidelines and templates
E-Learning Products include
1. 3 Bold Steps website and e-learning interactives *key product
The 3 Bold Steps site introduces our established process to implement community change for
the well-being of children. The entire process consists of about 12 sub-steps that we have
categorized into 3 steps. To make the process more accessible and relevant to users, we would
like to organize the site by issue (i.e. mental health, bullying prevention, youth violence). The
user would first select what their issue is, and then the content displayed within our 12 step
process would be customized for that particular issue.
Current site: http://toolkit.promoteprevent.org/
Key features include embedded interactive modules developed using Storyline which will be
designed and developed by an e-learning vendor; videos; PDFs and links to other resources; and
tools (mostly word documents and links). Bold Steps currently exists as a website and needs
extensive reconceptualization of its user experience and information architecture.
2. Positive School Discipline e-learning course and website *key product
Positive School Discipline (PSD) is primarily an online, asynchronous course. The online course
will be developed by an e-learning vendor. It will be launched from a supporting Drupal website
(which does not currently exist) that will house useful resources, tools and steps and support for
implementing a positive school discipline program. We will need assistance with the information
architecture and design of the website.
Page 13 of 17
Current site: no site at this time
3. Good Behavior Game website * key product
PAX GBG is a new product and is an implementation support website for the evidence based
classroom intervention called PAX Good Behavior Game. Key features include multiple video
vignettes within three categories (skill mastery; embedding PAX GBG within school culture; and
trouble shooting) that employ creative captioning techniques in order to illustrate best
practices; and a vibrant community of practice that allows participants to upload video, pictures,
PDFs and word documents.
Current site: no site at this time
4. Navigating Information Sharing website and interactive scenarios
Navigating Information Sharing (NIS) currently exists as a website. We will need redesign of the
site’s information architecture, a new look and feel, and integration of interactive scenarios to
be designed and developed by EDC staff using Storyline.
Current site: http://sshs.promoteprevent.org/nis
5. Eyes on Bullying website
“Eyes on Bullying” (EOB) currently exists as a website. This site will need new information
architecture, and a new look and feel. It will also need design for a new toolkit (PDF document)
focused on preventing bullying in early childhood settings that parallels an existing toolkit on the
site. Another key feature will be a blog-style news and updates column on the homepage.
We also would like to incorporate a dynamic content area on our storefront page that pulls in
some of this bullying content.
Current site: http://www.eyesonbullying.org/
Project Management
A dedicated project manager from the firm co-located at EDC/Waltham is preferred. The project
manager will be responsible for



communication between team leaders and the design firm
ensuring deadlines are met and work is meeting budget guidelines
communication with Product Manager (Sue Vargo) to highlight areas of concern in terms of
time, budget, or technical difficulties
Phase I
The first phase of the project is to present an overall design strategy and concepts for the complete
collection of products. The successful vendor will present the above in the form of a PPT or other format
presented in person to EDC staff. With EDC’s feedback and direction, the successful vendor will iterate
their designs with us and refine and finalize the plan and its elements in preparation for Phase II.

This phase includes project management, discovery, meetings, strategic plan, design concepts.
Page 14 of 17


Graphical design/look and feel, and sample layouts.
In addition we would also want some initial mockups for the Promoteprevent storefront landing
page – the overall design and unifying strategy for collection of products.
Acceptance criteria
Approval of plan by Product Manager and Steering Group.
Phase I Deliverables
(Assumes a project start date of March 18th)
Required Deliverables and/or Milestones
V1 Presentation (PPT or other format)– Initial Draft of Plan,
Concepts, and Design
V2 Presentation (PPT or other format) – Second Iteration of
Plan, Concepts, and Design
Final Presentation (PPT or other format) Incorporating Plan,
Concepts, and Design
Due Dates
04/01/2013
EDC Approval Contact
Sue Vargo
04/08/2013
Sue Vargo
04/15/2013
Sue Vargo
Monitoring:
Live meetings and Sue Vargo will monitor progress via phone and email.
Resources:
Co-located project manager preferred. Work to be completed at vendor’s shop and via telephone and
email with EDC Waltham.
Phase II
Upon successful completion of Phase I, vendor will create the following deliverables for the following
products



Promoteprevent storefront landing page – This phase presents a more detailed design and
layout that was agreed upon in phase I. This iteration will: finalize the look and feel, navigation,
and content on this landing page, including the dynamic content area for the Eyes on Bullying
content. We expect final designs executed in HTML/CSS and working Drupal theme.
3 Bold Steps Toolkit – information architecture/navigation, landing page of website, sub-pages
(2) of site, incorporation of Phase 1 look and feel and user experience to site, deliver sub-site
final designs executed in HTML/CSS and working Drupal theme, produce designs for interactive
activities, restyle existing collateral to match new look and feel, provide style guides for new
collateral and pages, and content type templates.
Positive School Discipline – information architecture/navigation, landing page of website, subpages (2) of site, incorporation of Phase 1 look and feel and user experience to site and course,
deliver sub-site final designs executed in HTML/CSS and working Drupal theme, produce designs
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for interactive activities and on-line course, provide style guides for new collateral and pages,
content type templates
Good Behavior Game – information architecture/navigation, landing page of website, sub-pages
(2) of site, incorporation of Phase 1 look and feel and user experience to site, deliver sub-site
final designs executed in HTML/CSS and working Drupal theme, produce designs for interactive
activities, restyle existing collateral to match new look and feel, provide style guides for new
collateral and pages, and content type templates
Phase II Deliverables
Required Deliverables and/or Milestones
Due Dates
First Draft of Designs for Promoteprevent
Second Draft of Designs for Promoteprevent
Final Designs for Promoteprevent
Final Designs executed in HTML/CSS and working Drupal
theme
First Draft of Designs for 3 Bold Steps
Second Draft of Designs for 3 Bold Steps
Final Designs for 3 Bold Steps
Final Designs executed in HTML/CSS and working Drupal
theme
First Draft of Designs for GBG
Second Draft of Designs for GBG
Final Designs for GBG
Final Designs executed in HTML/CSS and working Drupal
theme
First Draft of Designs for Positive School Discipline
Second Draft of Designs for Positive School Discipline
Final Designs for Positive School Discipline
Final Designs executed in HTML/CSS and working Drupal
theme
04/22/2013
04/29/2013
05/06/2013
05/13/2013
EDC Approval
Contact
Sue Vargo
Sue Vargo
Sue Vargo
Sue Vargo
04/29/2013
05/09/2013
05/13/2013
05/20/2013
Sue Vargo
Sue Vargo
Sue Vargo
Sue Vargo
05/20/2013
05/27/2013
06/03/2013
06/10/2013
Sue Vargo
Sue Vargo
Sue Vargo
Sue Vargo
06/03/2013
06/10/2013
06/17/2013
06/24/2013
Sue Vargo
Sue Vargo
Sue Vargo
Sue Vargo
Phase III
Upon successful completion of Phase II, vendor will create the following deliverables for the following
products


Navigating Information Sharing (NIS) – information architecture/navigation, landing page of
website, sub-pages (2) of site, incorporation of Phase 1 look and feel and user experience to site,
deliver sub-site final designs executed in HTML/CSS and working Drupal theme, produce designs
for interactive activities, restyle existing collateral to match new look and feel, provide style
guides for new collateral and pages, and content type templates
Eyes on Bullying (EOB) – information architecture/navigation, landing page of website, subpages (2) of site, incorporation of Phase 1 look and feel and user experience to site, deliver subPage 16 of 17
site final designs executed in HTML/CSS and working Drupal theme, produce designs for
interactive activities, restyle existing collateral to match new look and feel, provide style guides
for new collateral and pages, and content type templates
Phase III Deliverables
Required Deliverables and/or Milestones
First Draft of Designs for NIS
Second Draft of Designs of NIS
Final Designs for NIS
Final Designs executed in HTML/CSS and working
Drupal theme
First Draft of Designs for EOB
Second Draft of Designs for EOB
Final Designs for EOB
Final Designs executed in HTML/CSS and working
Drupal theme
Due Dates
06/24/2013
07/01/2013
07/08/2013
07/15/2013
EDC Approval Contact
Sue Vargo
Sue Vargo
Sue Vargo
Sue Vargo
07/15/2013
07/22/2013
07/29/2013
08/5/2013
Sue Vargo
Sue Vargo
Sue Vargo
Sue Vargo
Examples of e-learning content integrated within a website:
Stand-alone Storyline courses (These launch in a new browser window)
http://www.articulate.com/products/storyline-showcase.php
Storyline content integrated within a Drupal site:
http://e-learning.life-global.org/ (you must register to see content, access is free with a login)
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