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CSG “Shared Services” Update

CSG “Shared Services” Update. Participants - Working Group – Legal & Governance (May 2010 mtg ). Mairead Martin R David Vernon Asbed Bedrossian Steve Cawley K en Schuetz Tracy Futhey. Ron Thielen Shel Waggener Klara Jelinkova Kitty Bridges James Hilton Deborah Keyek- Franssen.

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CSG “Shared Services” Update

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  1. CSG “Shared Services” Update

  2. Participants - Working Group – Legal & Governance (May 2010 mtg) Mairead Martin R David Vernon AsbedBedrossian Steve Cawley Ken Schuetz Tracy Futhey Ron Thielen Shel Waggener KlaraJelinkova Kitty Bridges James Hilton Deborah Keyek-Franssen
  3. Since Last We Met.. May ‘09 – CSG Workshop; Working Group Formed Summer ’09 – Sample docs collected August ‘09 – Assemble sub team: email and hosting Oct ’09 – NACUA team formally engaged Nov ‘09 – Email “Issues” Matrix complete (.9?) Feb ‘10 – Model Mail Contract complete (.9?) March ’10 –Model Mail RFP complete (.85?) April ‘10 – Early draft of hosting RFP (.4?); Educauseagreement to manage as “open source” documents
  4. Participants - Sub Team – Email Outsourcing and Hosting RFP Mairead Martin (Penn State) Kitty Bridges (NYU) James Hilton (Uva) Tracy Futhey (Duke) Beth Cates (Indiana) Madalyn Wessel (UVa) Henry Cuthbert (Duke) Tracy Mitrano (Cornell)
  5. Strategies Adopted by Sub Team Avoid Hardcore Technical Requirements List Outsourcing service/function ≠Dictating technical solutions; Ask to “Describe Your Solution” rather than more typical “required” “preferred” etc approach Recognize Leverage Limitations on Free Services Build RFP with assumption of payment for services Assume Reuse; Organizing Materials Accordingly Premise that the combination of email outsourcing and hosting/data center management would most likely hit most of the big issues for outsourced/shared services Admit Rumsfeld was right: “there are also unknown unknowns, the ones we don't know we don't know” Include “Director’s Cut” Commentary; Model Contract
  6. Issues – Data Stewardship (kinda common)
  7. Issues – Privacy, Integration (kinda common)
  8. Issues - Functionalities (unique)
  9. Issues – Service Level(kinda common)
  10. RFP Sample
  11. Contract Sample
  12. What (may be) next? Assess interest in glomming on RFP (CSG +….?) Finalize plan for Educause to hold docs Issue common RFP in June/July? Responses in August? Campus discussions in fall? Vendor negotiation? Not clear vendor(s) will be responsive to “our” concerns, or that “we” will like the responses Decisions by Jan 1, 2011? Pilots during spring 2011? Fall 2011 go live dates?

  13. Discussion… Questions… Volunteers…

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