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2017

Proposal
DFSA-Intranet Portal – Change Request

All Rights Reserved Treehouse Consultancy LLC.

4th July 2017 – Shahab Juman


Preface

Treehouse Consultancy prepared this proposal for DFSA, whilst every care has been taken to ensure that
the contents of this response are complete and realistic. Treehouse Consultancy reserves the right to
change withdraw this document in light of future information on DFSA specific requirements. Treehouse
Consultancy is willing to discuss with DFSA any aspect of this proposal, any issues or queries arising
should be addressed to

Mr. Muzaffar Jamil


Managing Director
Treehouse Consultancy LLC
Mobile: +971505521683
Email: muzaffarjamil@treehouseconsultancy.com

Copyright &Confidentiality

This document is submitted with the understanding that the recommendations, information contained
herein in this document shall not be disclosed outside the recipient’s organization and shall not be
duplicated, used or disclosed in whole or in part for any purpose other than to evaluate the proposal.

The reader acknowledges that the information provided by TreeHouse in this Proposal is confidential;
therefore, reader agrees not to disclose it without the express written permission of TreeHouse.

If a contract is awarded as a result in connection with the submission of this proposal, the recipient
organization shall have the right to duplicate, use or disclose the data to the extent provided by the
contract. This restriction does not limit the right of the recipient to use the information and disclose it
to third party or make it public, if it is available from another sources without any restriction or if law
requires such disclosure.

Validity
This offer is valid for 30 Days.

Document Control
Date Version Description Updated By
3rd July 2017 0.1 First Draft Shahab Juman
4th July 2017 1.0 Live M. Muzaffar Jamil

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Contents
1. Introduction.........................................................................................................................................4
2. Our Understanding and Proposition....................................................................................................5
3. Deliverables.........................................................................................................................................5
4. Scope...................................................................................................................................................6
5. Financial and Payment Terms..............................................................................................................9
6. Terms and Conditions........................................................................................................................10

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1. Introduction

This document and any exhibits, appendices, schedules, and attachments to it is made pursuant
to the DFSA, the terms of which are incorporated herein by reference, by and between DFSA
(“Customer”, “you”, “your”, “DFSA”) and TreeHouse Consultancy, (“TreeHouse”, “us”, “we”,
“our”, ”TreeHouse Consultancy”), or our affiliate, and sets forth the SharePoint Consultancy
Services.

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2. Our Understanding and Proposition

It is our understanding that DFSA requires services on development activities for their Intranet
Portal updates on suggestion module. The scope for this project is referred from shared
functional requirement specifications.

3. Deliverables

Following items would be delivered

 WSP
 Updated solution

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4. Scope

Following requirements are covered in scope, anything beyond following points would be considered
out of scope

Observation Staff suggestions - Submit a Suggestion page

1. When the user clicks on the ‘Submit a Suggestion +’ from the homepage webpart,
replace the existing fields with the following fields.
 Submission By – Logged in User – Non Editable
 Submission Date – Current Date – Non-editable
 Summary of your suggestions – 100 Char
 Please provide details on how to implement your suggestion – 2000 Chars

1.1. On submission of a suggestion, the screen should show the following message.
“Thank you for your suggestion. A response will be communicated to you promptly.”

Observation Staff suggestions - Suggestions Review Page

2. Edit the existing Suggestions review page as below


 Date Received – Existing
 Name – Existing
 Suggestion Summary – will show the suggestion summary entered by user
 Implementation Plan – Will show the plan entered by the user
 Category – Will be a dropdown list editable in the CMS
 Response Team – Existing
 Response – Admin should be able to respond multiple times and each
response should be stamped with a response date.
 Edit/Delete/Notify/Release – Existing Functionality
o Edit – will let user edit the entry
o Delete – Will delete the entry
o Notify – Will send an email to the user who submitted the suggestion
o Release – Will make the suggestion appear for the end user.
 Status - Will be a dropdown list editable in the CMS

2.1. Delete the following fields from the existing review page
 Summary Area

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Observation Staff suggestions - Suggestions Listing Page

2.2. When the user clicks on ‘View All’ form the homepage webpart, it navigates them to the
Suggestions listing page. The listing page should be edited to list a summary view of all
suggestions with the following fields:
 Date Received
 Suggested By
 Summary
 Category
 Status

2.3. The following filters should be available for the users on the listing page to sort manually
 Date Received
 Category
 Status

2.4. The listing page will display the suggestion with the latest response date at the top.

2.5. All suggestions updated in the last 10 days will have a ‘Recent Update’ flag on them.

2.6. A legal disclaimer will be added to the bottom of the listing page. DFSA will provide this
at the time of UAT.

2.7. When the user clicks on any listed suggestion, a pop-up will display the following fields
 Date Received – Existing
 Name – Existing
 Suggestion Summary – will show the suggestion summary entered by user
 Implementation Plan – Will show the plan entered by the user
 Category – Will be a dropdown list editable in the CMS
 Response – All responses by the admin will be displayed as a timeline with
date stamps. (latest at the top)
 Status - Will be a dropdown list editable in the CMS

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Observation Staff suggestions - Home Page

3. The Homepage webpart will display the latest 3 suggestions (based on response date)
The following fields will be displayed on the web part.
 Date Received
 Suggested By
 Summary
 Category
 Status

3.1. When the user clicks on ‘Read More’ from the homepage, a pop-up will display the
following fields
 Date Received – Existing
 Name – Existing
 Suggestion Summary – will show the suggestion summary entered by user
 Implementation Plan – Will show the plan entered by the user
 Category – Will be a dropdown list editable in the CMS
 Response – All responses by the admin will be displayed as a timeline with
date stamps. (latest at the top)
 Status - Will be a dropdown list editable in the CMS

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5. Financial and Payment Terms

Financial details and payment terms are as follows

S.No Description Unit Price Duration ( Days) Cost (AED)


1 SharePoint Developer 5
2 QA 2
TOTAL 7

Payment Terms
The payments required to be paid as below.

100 % at completion

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6. Terms and Conditions

Following are the general terms imply:

1. The proposal is valid for a period of 30 days from the date of submission.

2. TreeHouse will require 2 weeks mobilization period after getting official go ahead from
customer i.e. Letter of Award (LOA). This period does not include any training which
resources may have to undergo.

3. DFSA will provide required Infrastructure i.e. hardware, software etc. for smooth proceeding
of the engagement and efficient functioning of the requirement.

4. Existing solutions / source code in mandatory and needs to be provided by DFSA.

5. Quoted price is exclusive of any license fees for the products & components to be employed
in the building and deployment of the solution. They will be borne by the customer.

6. Efforts placed by the resources would be 8 hours a day/5 days a week. Timings can be
agreed mutually among two parties.

7. All deadlines of tasks will be agreed mutually btw resource(s) and customer.

8. There shall be only 1 point of contact with respect to day to day dealing between TreeHouse
and customer on either side there will be only 1 person who will be responsible to execute
and/or give / receive instructions and other data.

9. Customer shall not hire or offer any employment agreement to Treehouse engaged
resource(s).

10. TreeHouse will provide best suited consultant of the desired skills set for the
implementation purpose. However, managing/guiding the outsourced resources will be the
responsibility of customer.

11. Resources will be closely managed by customer’s Project Manager in order to make sure the
delivery of required tasks and for routine activities.

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