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The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 04/14/2009

The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 04/14/2009. Agenda. Guiding Principles for New ITQ Notes on Contract Structure ITQ Tiers Evaluation Criteria Terms & Conditions Service Category Structure IT ITQ Qualification Requirements Essential Milestones

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The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 04/14/2009

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  1. The New IT ITQDennis FellinCommodity Manager, IT and Telecommunications04/14/2009

  2. Agenda • Guiding Principles for New ITQ • Notes on Contract Structure • ITQ Tiers • Evaluation Criteria • Terms & Conditions • Service Category Structure • IT ITQ Qualification Requirements • Essential Milestones • Web Development • Enterprise ITQ Website

  3. Guiding Principles for New ITQ • Optimized performance • Utilize Best value as evaluation method • Minimize Risk to Commonwealth and Suppliers • Maximize Competition • More defined: Clarified service categories • Narrow the qualification process • Better, more tangible information • Easier to Administer • Agency/DGS/OIT/Supplier: Process standpoint • Timeliness (RFQ to PO to work start) • Align with MBE-WBE goals

  4. Notes on Contract Structure • T&M can be part of the deliverables contract when the following conditions apply: • Updating and maintaining current software, in support of the contract • Work will be needed for varying projects in support of the contract that have no definitive timetable or deliverable that can be realistically projected. • The use of alternative maintenance or development in support of the contract • Allow use of p-card under $5000. • Allow use of Auto POs • Agencies to rate supplier performance on each project. • Continue to allow “piggybacking” under the new ITQ based on the continuing inquiries received from local public procurement units • Add new service categories guided by changing technologies, enterprise requirements and agency business needs • Retain Open enrollment & add new categories as technology and business needs change

  5. ITQ - Tier 1 • 0-$50,000 • Statement of work (model) • ITQ T&Cs • Allow for mixed T&M and deliverables – Use established rate card for T&M work. • T&M can not be greater than 40% of Purchase Order (PO) value • Agency makes selection of supplier • No Competitive solicitation required • $100,000 cap per supplier in same category • In same fiscal year by agency • No limit on PO quantity • To exceed $100K max requires waiver from DGS

  6. ITQ – Tier 2 • $50,001 - $250,000 • Statement of work (model) • ITQ T&Cs • Allow for mixed T&M and deliverables – Use established rate card for T&M work. • T&M can not be greater than 40% of PO value • Expedited RFQ Process • Sent to all suppliers in category • Team selects based on best value • Expected time from receipt of proposals: 2-3 weeks

  7. ITQ – Tier 3 • Greater than $250,000 • Statement of work (model) • 70% Rule in effect for technical • ITQ T&Cs • Allow for mixed T&M and deliverables – Use established rate card for T&M work. • T&M can not be greater than 40% of PO value • Standard RFQ Process (mimics RFP Process) • Sent to all suppliers in category • Agencies must request DGS delegation authority (Same as RFP requirement) • Team selects based on best value • Uses recommended percentage allocations • Cost, DB, Technical (Same as RFP requirement) • Minimum Point Allocations: • Cost: 30%, MBE/WBE: 20% • Technical provision

  8. Overview of Changes Master IT Services ITQ Process All IT procurements must comply with ITB EPM 003

  9. IT ITQ Evaluation Process Best Value Evaluation Criteria • Supplier Prior Experience • Personnel & Experience • Project Plan • Approach to Deliverables • Domestic Workforce Utilization • DB Participation • Cost • Other

  10. New Terms and Conditions • Terms and Conditions developed as cooperative effort with IT Suppliers • T&Cs are business friendly • Allows for wider participation • T&Cs are nonnegotiable • Will expedite negotiations and approval process • Faster to PO award

  11. Service Category Structure • Cabling Services • Internal Premise Voice Wiring Support • Internal Premise for Residential Voice and Data Wiring Support • LAN Development/Upgrade and LAN Integration (Planning, Design, Implementation) both Hardwire and Wireless Technologies • Consulting Services - IT General • Customer Relationship Management (CRM) • Electronic Document Management Systems (EDMS) • eGovernment • Financial • Operational • Organizational • Planning • Research • Consulting Services - IT Security • Managed Security • Vulnerability Scan • Ethical Hacking & Penetration Testing • Independent Services Assessments • Regulatory Compliance Solutions • Consulting Services - IV&V • Consulting Services - IT Project Management • Consulting Services - Radio Services

  12. Service Category Structure • Consulting Services - Network Services & Telcom Services • Network Services • Customer Relationship Management (CRM) • Call Center/IVR • Voice over IP (VOIP) • Financial • Multimedia • Operational • Organizational • Planning • Research • Commercial Off-The-Shelf (COTS) Software Services • IT Integrator Services • IT Training - Classroom/Non-Classroom • Modifiable Off-The-Shelf (MOTS) Software Services • Software Development Services • SAP • JAVA • .NET • GIS • Software Maintenance • Subscription Based Web Application Services

  13. IT ITQ Qualification Requirements • Must be a registered supplier with the Commonwealth of Pennsylvania • Business entity trying to qualify must have a minimum of two (2) years in business prior to proposal submittal date • Must complete IT ITQ Questionnaire • Requires Financial to be included • Requires Generic Resumes • Requires Organizational Chart • Qualification must occur in one (1) or more of the service categories • Must submit three (3) quality references for EACH service category • References must demonstrate relevancy to the service category • Ensure size and scope • References must meet minimum scoring criteria

  14. Current v. New Suppliers • Publish Master IT Services ITQ March 2009 • For current Qualified Suppliers • “Grandfather letters” went out March 6, 2009 • Must sign and return with contract to be “Grandfathered” • “Grandfathered” until Dec 31, 2009 • Must return IT ITQ Qualification Questionnaire by September 30, 2009 • “Grandfathered” only for current Service categories • Must re-qualify for new service categories • If a not qualified by December 31, 2009, contract will be suspended • April 13, 2009: Reminder sent to “grandfathered” ITQ suppliers to return acceptance sheets For new Suppliers • Must sign and return contract (may be electronic) • Must complete and return, with all attachments, IT ITQ Qualification Questionnaire • Must qualify for service categories • Must submit three (3) quality references for EACH service category

  15. Essential Milestones • March 2009 • Grandfather letters out to current qualified IT ITQ suppliers • Paper version of IT ITQ Questionnaire available on web site • Location to be Determined • April 1 2009 • Agencies can solicit and award work under the new IT ITQ • Will only solicit those suppliers who have returned signed contracts • May 1 2009 • Open enrollment for new suppliers begins • June 30 2009 • All work must be completed under old IT Contract ITQ • Waiver process in place. Requires CoP and DGS approval • July 1 2009 • Work begins under new contract

  16. Timeline – Web Development • Phase 1: Completed April 10, 2009 • Entire proposal, including client references, will be developed onlin e • No more hardcopy proposal • Suppliers upload Questionnaire and necessary documents • Phase 2: Complete May 1, 2009 • Agency view of qualified suppliers and their Company Profile • Supplier proposals are evaluated and results posted • Company profile will include existing functionality in current ITQ website • Financial Data • Phase 3: Complete July 2009 • Project Performance Evaluations by agencies • Rate Card

  17. Enterprise ITQ Website • Link on PA e Marketplace at www.emarketplace.state.pa.us. • Directs suppliers to Enterprise ITQ application: www.pasupplierportal.state.pa.us. • To get to the new Enterprise ITQ website: • Suppliers: www.pasupplierportal.state.pa.us • follow links • COPA Employees: www.dgs.state.pa.us • Go to Invitation To Qualify Community • For New COPA Suppliers: Registered at www.pasupplierportal.state.pa.us and obtain SAP Supplier number. • Then access the ITQ application, through the bidder tab in the supplier portal Point of contact for questions: Don Bauer, ITQ Manager (717)787-4719) dbauer@state.pa.us

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