WEEK 3 REQUEST FOR PROPOSAL

Prepared byDavid McKinney

ENG/221

Prepared forDavid Rossi, Professor

JUNE 30, 2014

RFP ENG/221

For:Mortgage Network300 Southborough Drive Suite 101South Portland, ME 04101

Submitted by:Alan McKinneyIT Department Head

June 30, 2014

A Proposal for Trainers to Train Employees on How to use Microsoft Office Programs.

Introduction to the company

The following information can also be found on our website http://www.mortgagenetwork.com/corporate/who_we_are.aspx

“Mortgage Network, Inc, is a private mortgage banking company that has successfully bridged the gap from Wall Street to Main Street. We provide a complete range of mortgage banking services from coast to coast. Our knowledgeable loan officers are dedicated to providing personal service and continuing to increase our large base of satisfied customers.”

“Mortgage Network, Inc., was founded in 1988 by Robert McInnes and Albert Paré III, both New England natives who still co-manage the company. Since then, we have enjoyed steady growth and become an industry leader. Today, we operate from regional offices that serve our customers across the country.”

“We have grown consistently in market presence, loan production, revenue, and profitability over the years. Since the year 2000 we have lent over $24 Billion in the Eastern United States. Our success has been made possible by the efforts of an experienced staff that is second to none in the industry. Many of our employees have been with us for ten years or more. They are ready to put their experience to work for you”

“Mortgage Network has one goal above all others to provide the industry's best terms with the best service to the best customers. That means service with a personal touch. Our specialists can offer a wide range of innovative mortgage programs and help you identify the solution that best meets your specific needs. You might be surprised to find that buying a home can be quite a simple, uncomplicated process.”

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RFP ENG/221

Project

Goals for the project are to have the users understand Microsoft Office 2013 programs. These programs will include the 2013 Office Suite which is made of, Excel, Word, PowerPoint and Outlook. The goal is to allow the users to communicate with the clients effectively as we are moving to being a paperless company. The Microsoft Office Suite will be installed by the IT Department before training begins on August 1, 2014.

We have set aside 30 days for training to take place as we are located over multiple locations and the client demand comes first. We request that the training to be completed by September 1, 2014. We have set aside $800 for training where we understand that the training will take place over the course of multiple days. However this price can be negotiated should the training be completed at one location and a webinar can be created from the first session. Flexibility in schedule will be a must as we will still be operational during the hours of 9:00 AM – 5:00 PM. A paid 30 minute lunch will be provided as well.

Available Technology Resources

An over head HD projector that also works with a touch screen whiteboard will be provided in the conference room. A laptop can be connected with prior notice, so that the IT Department assist with setup.

Administrative Information

We are looking for vendors or an individual that have in-depth experiencing with training users in the Microsoft Office Product Suite. The vendor or individual should be experienced in both a business environment and also have technical skills. The vendor or individual should be self-motivated, have strong communication, presentation, time management and project management skills.

Proposals should be mailed to:Mortgage NetworkATTN: Alan McKinney300 Southborough Drive Suite 101South Portland, ME 04101

Proposals should be post marked before July 10, 2014 in order to be considered. Proposals can also be emailed directly to Alan McKinney at amckinney@mortgagenetwork.com no later than July 15, 2014. The proposal should be sent in either of the following formats: .doc, docx, or pdf any other format will not be excepted. The selected vendor or individual will be notified by July 20, 2014. All proposals must show that the vendor or individual is eligible via a notarized or legal document. Anyone sending a proposal should not discuss any pricing details that may be discussed between Mortgage Network and the vendor or individual sending the proposal. Those who submit a proposal and are selected must also show that there are no standing, pending or

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past lawsuits. Should the selected vendor or individual provide services to rival companies there should be no discussion in regards to the contracted work with Mortgage Network.

References

Mortgage Network Who We Are. Retrieved from http://www.mortgagenetwork.com/corporate/who_we_are.aspx

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