ANNEX A – MINIMUM REQUIREMENTS CHECKLIST

ANNEX B – SCOPE OF SERVICES

1. BACKGROUND

2. OBJECTIVES

• 
  templates;
  
• 
  search engine configuration;
  
• 
  integration with the Bank’s EDRMS, Opentext CS10.5;
  
• 
  customisations and other code;
  
• 
  development of interactive, per user, features;
  
• 
  authoring workflows;
  
• 
  portal integration (optional);
  
• 
  system upgrade to WCS 12c (optional); and
  
• 
  content migration assistance (optional).
  

Note this will not include non-technical UI, design and offline scoping work. The Bank’s discovery phase has been ongoing for over a year and core requirements will be well established by the time the contractor (the “Contractor”) starts work.

3. ENGAGEMENT APPROACH

1. 
   Discovery – Analysis of existing requirements, discussion with internal subject matter experts SMEs and stakeholders.
   
2. 
   Reporting – Presentation of conclusions of discovery phase discussions of outstanding items for decision and options. Deliverables from this phase should include:
   

• 
  template book – list of agreed templates for development;
  
• 
  search – approach for optimised search;
  
• 
  EDRMS integration – recommended strategy;
  
• 
  personalisation – recommendation for the best long-term approach, including possible social features (i.e. comments, ratings, walls, etc) particularly in the context of enterprise portal integration.
  
• 
  authoring workflow – detailed process flows.
  
• 
  system upgrade – Potential upgrade option conclusions.
  

3. 
   Governance - Review milestone and approval stage.
   
4. 
   Implementation – ‘Agile’ sprint delivery of functionality.
   
5. 
   Acceptance – Support during the testing and acceptance phase.
   

• 
  The project team based at the EBRD HQ
  
• 
  Testing done by the EBRD Testing team
  

• 
  Discovery / research / initial feature scoping
  
• 
  UX
  
• 
  User testing for frontend usability
  
• 
  Visual design
  
• 
  Content load
  

4. SCOPE OF SERVICES

4.1 Templates

• 
  homepage;
  
• 
  general content page (with configurable components within it);
  
• 
  event page;
  
• 
  event calendar aggregating all events with filter controls;
  
• 
  image gallery;
  
• 
  video page or video asset that is dropped into a generic page;
  
• 
  sub-landing page (e.g. departmental homepages, in effect);
  
• 
  listing page (perhaps configurable through the general content page);
  
• 
  a reusable component to provide basic search, filtering and sorting, perhaps using a third party component such as this http://isotope.metafizzy.co/; and
  
• 
  news landing page.