OfficeofProcurementServices
Rev.9/19/2018
RFPIntakeForm
Thepurposeofthisformistocompileclearlydefinedspecificationsandneedsfornewproductsorservices.Theinformationreceivedonthisformwillbeusedbythe
OfficeofProcurementManagementtoreleaseformalinvitationstovendorstosubmitproposalsorpricing.
RFPTitle
ProvideatitleforthisRFPprojectorpurchase.ForExample:NSUEmailArchive
Whatistheprojectedbudgetforthisproject?
IsthisrequestassociatedwithasponsoredawardmanagedbytheOfficeofSponsoredPrograms?Yes
/No
VendorActivity
Definesuccessfulvendor’santicipatedinteractionwithNSUtoprovidedelivery,deployment,trainingorimplementation(checkallthatapply):
YES NO
VendorwillcomeonNSUcampus
Vendorwillprovideservicesonly.
Vendorwillprovideequipmentonly.
Vendorwillprovideservicesandequipment(ifcomponentsneedtobereplaced).
VendorwillaccessNSU’sdataorsystems.
Vendorwillbepermittedtoutilizesubcontractors.
Kick‐offMeetingDate:
Clickortaptoenteradate.
ProjectCompletionDate:
Clickortaptoenteradate.
VendorParticipants
Providelistofsuggestedvendors.Procurementwillvalidatethislistandsuggestadditionalqualifiedvendors(ifapplicable).
OrganizationName ContactName EmailAddress
PhoneNumber Incumbent
Y/N




NSUStakeholders
ProvidecompletecontactinformationfortheprojectownerandallNSUstakeholderstobeincludedinemails,meetingsandcommunicationsregardingthisRFP.
ProjectOwnerName ProjectOwnerEmailAddress Department

StakeholderName StakeholderEmailAddress Department



OfficeofProcurementServices
Rev.9/19/2018
StatementofPurpose
In1or2briefsentences,describethepurposeoftheproject.Forexample:NSUseekstopartnerwithavendortoprovideacloud‐basedemailarchivingsolution.
BackgroundInformation
PresentallrelevantdetailsaboutNSU’scurrentsystems,numberofusersanddatawhichdescribesourcurrentenvironmentrelatedtothisRFP.Identifyourcurrent
(specific)problemwhichwillbesolvedbyproceedingwithapurchaseofthesegoodsorservices.
ScopeofWork(Requirements)AttachAdditionalDocumentifNecessary
SpecifyexactlywhatNSUneedsaccomplishedincludinganyspecificequipmentthatmustbeprovidedbythevendororadetailedlistof
expectedoutcomes.Thissectionshouldbedetailedyetclearandconcise.Provideanswerstocommonquestionsthatvendorswillhave
regardingwho,what,where&when.
VendorQuestions
ProvidealistofquestionsthatyouwouldlikeallbidderstoansweraspartoftheirRFPresponse.
OfficeofProcurementServices
Rev.9/19/2018
Deliverables
Providealistofallproducts,reportsandplansthatwillbedeliveredtoNSUsubsequenttoapurchaseofthesegoodsorservices.

Training(ifapplicable)
Iftrainingisrequired,specifywhatkindoftraining(forexample:trainthetrainerorend‐usertraining).Howmuchtrainingisneededandwhatformat(online?In
person)?
Support(ifapplicable)
Specifywhomustprovideandwhatkindofsupportisrequired.(forexample:5‐yearmanufacturerwarrantyor24/7tollfreesupportor24‐hourswapofnon‐
functioningequipmentordedicatedsupportengineer)
VendorCertificationsorResumes(ifapplicable)
Specifywhichindustrycertificationsarerequiredofthevendor.Forexample:CopyofMicrosoftOfficecertificationrequired.
AdditionalVendorRequirements 
ThissectionpertainstovendorrequirementsduringtheRFPprocess.Selectallthatapplyandprovideadditionalinformationasrequired.Forexample:Sitesurveys
areheldtoallowvendorstheopportunitytoseeNSUspecificspaceswhichrelatetothescopeofwork.
BidderconferencecallwillbeheldduringRFPprocess.
Bidderconferencecallisnotneeded.
SitesurveyvisitwillbeheldduringRFPprocess.
Sitesurveyvisitisnotneeded.
VendorpresentationswillberequiredaspartoftheRFPprocess.
Vendorpresentationsarenotneeded.
BidderConferenceCall
Ifbidderconferencecallisrequired,pleaseprovidebridgedetails(phoneinnumber)andatleast3availablescheduletimeslotstoholdcall.
ConferencePhone# Date/Time Date/Time Date/Time Date/Time
  
SiteSurvey
Ifsitesurveyisrequired,pleaseprovideexactmeetinglocation(address),NSUpointofcontactforsurvey,dateandtimeforsurveytooccur.
NSUContactPerson BuildingName Floor&RoomNumber Siteaddress

OfficeofProcurementServices
Rev.9/19/2018
VendorDemonstrations
Ifvendordemonstrationsarerequired,pleasespecifydeliveryformatdesired(inperson,WebXetc)andprovideatleast4availablescheduletimeslotstoholddemos.
Format Date/Time Date/Time Date/Time Date/Time
COMPLETINGANDSUBMITTINGTHEFORM
CompleteallapplicablesectionsintheSourcingIntakeForm.Thespacesprovidedwillbeenoughformostsourcingrequests.However,to
facilitatetheneedforadditionalspacesforproposedparticipants,productdetails,servicedetails,and/oradditionalquestionsforbid
participants;youmayattachaseparatedocument.
Whencomplete,submityourformviaemailatpurchasing@nova.eduorbyattachingtheformtoyourAribaPurchaseRequisition.Adedicated
teamofprocurementstaffmemberswillbeassignedtofacilitate,monitor,andcommunicatethestatusofthissourcingeventwiththe
designatedprimarycontactlistedintheform.
RequestingDepartmentApprovals
RequestorName RequestorSignature DateofSignature
DeanorVPName DeanorVPSignature
DateofSignature
OfficeofProcurementServicesDirector OfficeofProcurementServicesDirectorSignature DateofSignature
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