collective 7900100010 - cpsenergy.com · web viewcps energy will make a concerted effort to...

ACKNOWLEDGEMENT OF RECEIPTEmail Back Immediately

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Request for Information (RFI) Collective No. 7900100010

Please provide the requested information below as acknowledgment that you have received our Request for Information (RFI) noted above and wish to participate in this RFI process. It is strongly recommended that interested respondents complete this acknowledgment and return via email to:

BonnieSue BrayProcurement Analyst, Supply [email protected]

Companies returning this completed acknowledgement form will receive applicable updates during the RFI posting.

Company Name: Address: Ph#:( ) Fax#:( ) E-Mail: Printed Name: Title: Signature: Date:

(rev’d 3/2018)

Reason for not responding to this RFI:

Request for Information

for

Information Technology Disaster Recovery Strategy

Request For Information No. 7900100010

Issued: February 25th, 2019

Submittal Deadline: March 28, 2019 by 3:00 p.m. (Central Time)

CPS ENERGYP.O. BOX 1771

SAN ANTONIO, TEXAS 78296-1771www.cpsenergy.com

TABLE OF CONTENTS

I. PURPOSE...........................................................................................................................2

A. STATEMENT OF INTENT.................................................................................................2

B. ABOUT CPS ENERGY......................................................................................................2

C. BACKGROUND................................................................................................................. 2

D. DESCRIPTION OF PROJECT...........................................................................................2

E. RFI SCHEDULE................................................................................................................. 2

F. CONTACT INFORMATION, QUESTIONS AND ANSWERS.............................................3

G. INFORMATION SUBMITTAL COSTS...............................................................................3

II. INFORMATION SUBMITTAL FORMAT....................................................................3

A. PROPRIETARY DATA IN INFORMATION SUBMITTALS.................................................3

B. INFORMATION SUBMITTAL FORMAT.............................................................................3

III. GENERAL INFORMATION...........................................................................................4

A. REVIEW OF INFORMATION SUBMITTALS.....................................................................4

B. OWNERSHIP OF DOCUMENTS.......................................................................................4

C. AVAILABILITY OF INFORMATION SUBMITTALS............................................................4

D. NONBINDING / INFORMATIONAL PURPOSES ONLY....................................................4

IV. INFORMATION SUBMISSION CONTENTS..............................................................4

(rev’d 3/2018)

A. COMPANY OVERVIEW....................................................................................................4

B. BACKGROUND................................................................................................................. 5

C. COSTS.............................................................................................................................. 5

D. WARRANTIES................................................................................................................... 5

E. INFORMATION FROM CPS ENERGY..............................................................................5

F. ADDITIONAL CONSIDERATIONS....................................................................................5

G. EXHIBITS........................................................................................................................... 5

Request for Information 2

I. PURPOSE

A. STATEMENT OF INTENTThe City of San Antonio, acting by and through City Public Service Board (“CPS Energy”) issues this Request for Information (“RFI”) solely for information and planning purposes.

This RFI does NOT constitute a procurement process which may result in contract negotiations, such as a Request for Proposal (“RFP”), a Request for Qualifications (“RFQ”), or an Invitation for Bid (“IFB”). This RFI does NOT constitute a promise to issue an RFP, RFQ, or IFB in the future.

This RFI is for the purpose of soliciting Information Submittals (“Information Submittals”) from companies (“Respondents”) qualified and interested in providing goods, software, or services as further described and defined herein. Failure to respond to this RFI does not preclude participation in any future RFP, RFQ or IFB, in the event one is issued.

CPS Energy appreciates your input and participation in this process.

B. ABOUT CPS ENERGYCPS Energy is the nation’s largest municipally owned energy utility providing both natural gas and electric service. Acquired by the City of San Antonio in 1942, CPS Energy serves more than 765,000 electric customers and 335,000 natural gas customers in and around San Antonio (1,515 square mile service area). CPS Energy is governed by a five-person Board of Trustees, consisting of the Mayor of the City of San Antonio and four citizens representing the four geographical quadrants of the City of San Antonio. Information about CPS Energy’s history, operations and management is available on www.cpsenergy.com.

C. BACKGROUNDCPS Energy is the nation’s largest municipally owned energy company. Thanks to our diversified menu of fuels, we provide our customers in San Antonio and the surrounding areas with affordable and reliable power while being sensitive to the environment. We are constantly striving to meet the changing needs of customers. From grid optimization to solar power, we’re also building valuable partnerships with companies who share our belief in clean energy, innovation and energy efficiency.

CPS Energy is a complex business with a variety of core functions that enable us to generate and deliver safe, reliable and affordable electric and gas services to our community. Core functions include power generation (large, central stationsand utility scale), transmission , gas distribution, electric distribution (including distributioned and small scale generation), retail, and wholesale and smart city applications.

CPS Energy is responsible for protecting and ensuring the confidentiality, integrity, and availability of its data stored on its systems against unauthorized access, modification, destruction, including disclosure of any kind.


http://www.cpsenergy.com/

CPS Energy has an obligation, to its customers, business partners and employees, to maintain business continuity to avoid outages or disruptions to customers, so as to provide the most efficient support to the all business partners, customers and employees.

D. DESCRIPTION OF PROJECTThe purpose of this RFI is to obtain information regarding the project as described below:

CPS Energy is seeking to identify experienced companies that can develop an enterprise technology disaster recovery (DR) strategy for an electric and gas energy based company.

Objective:We are seeking viable options to ensure critical systems’ continuity and/or restorable recovery.The recommended risk mitigation options must ensure critical technological utility systems and processes continue and/or can be recovered after a disaster; such as electrical or hardware failures, natural disasters, flooding, etc. Some of the recommend risk mitigation options must include: on-site solutions, cloud-based solutions, backup solutions and services options.

Disaster example: E1 - Loss of physically data stored in the two San Antonio data centers, CPS Energy must be able to access and/or restore data.E2 – Loss of servers located in the two San Antonio data centers, CPS Energy must be able to access and/or restore critical utility systems and infrastructure.

Disaster recovery strategy shall include:

Executive strategy (risk mitigation and value) Executive roadmap and milestones (time and cost) Three (3) to five (5) scalable modeling options based on hybrid, cloud, DRaaS, along

with cost, time, resource optimization, recovery time, risk and service offerings. Address data-at-rest, data-in-transit, data security architecture, compliance, controls,

audit, reports, scalability, data disposition, etc.o Can the current environment be replaicated o Should it be replicated o Can we optimize the current environment

What will we do with the disaster recovery strategy:

Strategy and risk mitigation options will be presented to the CEO and Chiefs for their review and selection.

Once the appropriate risk mitigfation option and strategy is approved, a detailed archietectural design and blue print will be required.


E. RFI SCHEDULECPS Energy will make a concerted effort to maintain the schedule below, but reserves the right to revise the schedule based on CPS Energy’s business needs.

Milestone Date

RFI Issuance February 25th, 2019

Deadline for Respondent’s Questions By 5:00 p.m. (Central time) on March 14, 2019

CPS Energy Responses to Submitted Questions

March 21, 2019

Respondent Information Submittals Due By 3:00 p.m. (Central time) on March 28 , 2019

Information Submittals Evaluated 2nd quarter 2019

Decision to Launch an RFP 2nd quarter 2019

F. CONTACT INFORMATION, QUESTIONS AND ANSWERSThe Procurement Analyst identified below shall be the sole contact for any inquiries from Respondents regarding this RFI. Any inquiries from Respondents shall be submitted in writing by electronic mail.

BonnieSue BrayProcurement Analyst, Supply [email protected]

G. INFORMATION SUBMITTAL COSTSCPS Energy assumes no liability or responsibility for the costs incurred by the Respondents for any materials, efforts or expenses required in the preparation of Information Submittals or in connection with presentations or demonstrations.

II. INFORMATION SUBMITTAL FORMAT

A. PROPRIETARY DATA IN INFORMATION SUBMITTALSAll materials submitted to CPS Energy are subject to the Texas Public Information Act upon receipt. If a Respondent does not want proprietary information to be disclosed, each page containing proprietary information must be identified and marked Proprietary at the time of submittal. CPS Energy will, to the extent allowed by law, endeavor to protect such information from disclosure. The final decision as to what information must be disclosed, however, shall be determined by the Attorney General of Texas. Failure to properly identify proprietary information may result in all unmarked pages being deemed non-proprietary at CPS Energy’s


discretion and therefore made available to the public upon request. CPS Energy endeavors to not publicly disclose the contents of any Information Submittals.

B. INFORMATION SUBMITTAL FORMATPlease ensure all Information Submittals are in text-searchable PDF format (portable document format, non-zipped) including supporting documentation. Information Submittals shall be sent to the email address specified in Section I(F) on or before the RFI response deadline identified in Section I(E).

All electronic (soft) copies shall be provided in Adobe portable document format (pdf) that is text searchable, reproduced directly from the native document (i.e. Word, Excel, MicroStation, AutoCAD). Scanned images and documents will be considered irregular and may not be evaluated at the sole discretion of CPS Energy. The table of contents and the file naming convention shall mirror each other.

Please do not submit any single email containing more than 40MB of data. If the Information Submittal and supporting documentation contains more than 40MB of data, please contact the Procurement Analyst identified herein. CPS Energy cannot accept zipped files.

III. GENERAL INFORMATION

A. REVIEW OF INFORMATION SUBMITTALSCPS Energy may or may not issue a RFP, RFQ, or IFB after analysis and evaluation of the Information Submittals. Please note that responding to this RFI is not a prerequisite for responding to any future solicitations related to this project and a response to this RFI does not constitute a commitment, implied or otherwise, that CPS Energy will engage in contract negotiations, issue an RFP, RFQ, or IFB or go further in the procurement process.

B. OWNERSHIP OF DOCUMENTSTitle to all RFI relating documents remains with CPS Energy. All prospective Respondents agree that the RFI and relating Information Submittals will not be used in any manner other than for the preparation of Information Submittals.

C. AVAILABILITY OF INFORMATION SUBMITTALSThe information gathered during this RFI may be part of an ongoing project. In order to prevent an unfair advantage among potential Respondents, the RFI reponses will not be available until after the completion of evaluation of any responses, proposals, or bids resulting from an RFQ, RFP, Invitation for Bid, or any other procurement method, which may or may not be issued in CPS Energy’s sole discretion. In the event that CPS Energy chooses not to go further in the procurement process or responses are never evaluated, the responses to the procurement including the responses to the RFI, will be considered confidential by CPS Energy.

D. NONBINDING / INFORMATIONAL PURPOSES ONLYThis RFI is not intended to be binding on any party and will not give rise to any right or obligation based on any legal or equitable theory (including any right to engage in negotiations), it being intended only for informational and planning purposes as set forth


herein. Only a formal contract, if executed by both parties, will otherwise bind the parties as to any matter which is the subject of this RFI.

IV. INFORMATION SUBMISSION CONTENTS A. COMPANY OVERVIEW

1. The legal name and a brief description or history of the Respondent.

2. The location of the Respondent headquarters and branch locations.

3. If the Respondent has offices within the City of San Antonio or Bexar County, indicate the name, type (headquarters, branch, etc.), address, telephone number, number of employees, and the general nature of business undertaken at each office.

4. The name of the person(s) authorized to make representations on behalf of the Respondent (including for each person their title, address, fax number, e-mail address and telephone numbers).

5. CPS Energy is dedicated to environmentally conscious practices that lead to the betterment of our community. To that end, CPS Energy prefers to purchase products and materials, where feasible, that demonstratively minimize the harmful effects to the environment from their production, transportation, use and / or disposition. This is aligned to our belief that the focus on improving our overall environmental footprint benefits our community and our customers. Please provide information regarding Respondent’s environmental sustainability practices, if any.

B. BACKGROUNDProvide a short narrative of your company’s knowledge and experience in providing the goods, software, or services as mentioned in the Background section. Please be specific about abilities to cover the breadth of locations and the depth of services to provide such goods or services.

Please include a brief executive summary of the major facts or features of your proposal, including any conclusions, assumptions, and recommendations.

C. COSTSProvide three to five scalable modeling options based on hybrid, cloud, or DRaaS along with cost, time, resource optimization, recovery time, risk and service offerings. Final estimated cost proposals should be divided out by phases along with expected deliverables.

D. WARRANTIESDescribe your standard warranty relating similar services, goods, or software as described in this RFI.

E. INFORMATION FROM CPS ENERGYAs CPS Energy considers progress toward an official solicitation, we would like to know, as specifically as possible, what information potential Respondents need from CPS Energy to be able to respond succinctly and accurately about their qualifications to provide these goods, software, or services. Please try to organize your requested information into categories. Example


categories may include, but are not limited to, timeline/implementation, service level agreements, KPI’s, and geographic supplier presence.

F. ADDITIONAL CONSIDERATIONSPlease provide input on alternative approaches or additional things to consider that might benefit CPS Energy.

G. EXHIBITSPlease include the following completed Exhibits if selected below:

Exhibit A: Enterprise Disaster Recovery Strategy Questionnaire

Exhibit B: Software Questionnaire


EXHIBIT - A ENTERPRISE DISASTER RECOVERY STRATEGY QUESTIONNAIRE

1. Does your company provide enterprise Disaster Recovery (DR) Strategy & Architecture Consulting Services?

a. If so, please describe these Services b. Are your service performed remotely and / or on-site?

2. How many enterprise disaster recovery strategies have you developed?a. Include list of clients b. Identify strategies by market segment typesc. Provide recent client testimonials

3. Describe typical engagement duration for an enterprise disaster recovery strategy & architecture.

a. Please break it down into phases and include the inputs and outputs of each phase.4. Have you developed a use case for:

a. Businesses required to comply with: NERC and NON-NERC, PCI, HIPAA. b. Energy utility and / or oil & gas business. If so please provide a copy for review.

5. Describe your experience with energy utility sector.6. What is a typical recovery time objective for the utility sector? 7. Have you developed disaster recovery strategies and architectural designs for any

governmental agencies? a. If so please list the agencies b. List government regulations you had to comply withc. Do you currently hold any governmental regulation certifications?

i. If so please list certifications?d. Are your employees full-time or contractors

8. Describe you experience with DRaaS, cloud and hybrid engagements?a. Please list references and contact information

9. Describe your enterprise disaster recovery strategy experience:a. Address: cloud / hybrid / on-site, data storage, data-at-rest, data-in-transit, data

security architecture, data retention, compliance, control, scalability, reporting, support and scalable cost modeling options.

b. Address: recognition of different disaster recovery triggers, improved Recovery Time Objective (RTO) and Recovery Point Objective (RPO), cost avoidance, DR vs SRaaS, refined capabilities, strategic refocus of organizational team design.

c. Address: DRaaS types; Traditional, Self-Service IaaS, Hosting/Telco, Backup and Storage Replication products with DRaaS offerings and scalable cost modeling options.

d. Address typical scalable pricing schemes: storage based (backup and replication / host storage protection), servers protected (licensing arrangements, compute,


memory, storage utilized), uplifts with RTO, RPO, Recovery Points, Period of Retention and Charge for testing and disaster declarations.

10. Do you own or re-sale a specific solution-software and/or management service for enterprise disaster recovery services:

a. If so, please describe your solutions, software, and how is the software licensed.11. What is the average cost and time savings that can be expected with your enterprise

disaster recovery methodology a. Please specify.

12. How do you calculate risk, cost savings, brand, reputation, etc.?13. Describe a typical utility service levels with benchmark trends.


EXHIBIT B – SOFTWARE QUESTIONNAIRE

Tick as Appropriate

Software Details1 What Database Management System does your software use?

a. ORACLE

b. MS SQL Server

b. Oracle/Spatial optionc. Other (Please Specify)

2 What Operating System(s) are required for the software to run?

Client Servera. UNIX (Please Specify Version)

b. WINDOWS (Please Specify Version)

c. LINUX (Please Specify Version)

d. WINDOWS NT (Please Specify Version)

e. Other OS (Please Specify Name/Version)

3 What architecture does your software use?

a. Client/Server

b. LAN

c. Mainframe/Mini-computer

d. Web-basede. Other (Please Specify)

4 Will the source code be provided upon purchase of the software? Yes No

5 What is the average cost per module?

a. Under USD 5,000

b. USD 5,000 to USD 15,000

c. USD 15,000 to USD 25,000 d. Above USD 25,000 (Please Specify)


6 Will you be willing to make the full modules available for testing at our local site? Yes No

7 How long has the proposed software version been available for use?

a. Under 1 year

b. 1-3 yearsc. Above 3 years (Please Specify)

8 How often are upgrades done on the software

a. Under 1 year


9 Do you provide a report writer/query facility with the software? Yes No

10 Is the software provided with: Yes Noa. On-line help facility b. Context-sensitive help facility

13 Is the software provided with a complete set of user documentation? Yes Noa. CD-ROM b. Hard copy

11 Is the software provided with a complete set of system documentation? Yes Noa. CD-ROM b. Hard copy

12

What development tools are provided with the software (Please Specify)

Basic partner Details

13 How long has your company been in the software business?

a. Under 3 year


14 Does your company provide training for users: Yes No


a. At the implementation stage b. With each successive upgrade

15 Do you provide consultancy services in the areas of: Yes Noa. Development b. Capacity Planning c. Deployment d. Data Conversion e. Configuration Management f. Change Management g. Training h. Other (Please Specify)


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