Transcript Slide 1

The New IT ITQ
Dennis Fellin
Commodity Manager, IT and
Telecommunications
04/14/2009
1
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
2
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
3
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
•
•
•
•
4
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
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
5
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
6
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
7
Overview of Changes
Master IT Services ITQ Process
All IT procurements must comply with ITB EPM 003
Under $50,000
Requires only 1 quote
Select any qualified
supplier from ITQ Service
Category
Includes IT Training
Template
8
$50,001-$250,000
$250,001 and above
Solicit all suppliers
qualified in a service
category
Solicit all suppliers
qualified in a service
category
Expedited RFQ process
and template
RFQ Process and follow
RFP evaluation process in
Procurement Handbook
Simplified evaluation
process
More formal process,
mirrors RFP process
Template
Template
IT ITQ Evaluation Process
Best Value Evaluation Criteria
•
•
•
•
•
•
•
•
9
Supplier Prior Experience
Personnel & Experience
Project Plan
Approach to Deliverables
Domestic Workforce Utilization
DB Participation
Cost
Other
New Terms and Conditions
• Terms and Conditions developed as
cooperative effort with IT Suppliers
• T&Cs are business friendly
–
–
–
–
10
Allows for wider participation
T&Cs are nonnegotiable
Will expedite negotiations and approval process
Faster to PO award
Service Category Structure
•
•
•
11
•
•
•
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
Service Category Structure
•
•
•
•
•
•
•
•
12
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
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
13
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
14
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
15
– Work begins under new contract
Timeline – Web Development
• Phase 1: Completed April 10, 2009
– Entire proposal, including client references, will be developed online
– 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
16
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)
[email protected]
17