AttachmentD: - Bidder Technical Response – ESAR Mainframe Rehosting Project
Washington State
Department of Social and Health Services
Economic Services Administration
Attachment D
Bidder Response
Template
Eligibility Service and ACES Remediation (ESAR)Mainframe Rehosting Project
Bidder Name / Click here to enter text. /
Solicitation Number / 1623-610 /
Date Completed / Click here to enter a date. /
CONTENTS
D1 / Administrative Response
D2 / Bidder Proposed Solution
D3 / Sample Work Products
D4 / Bidder Annual Report
D5 / Bidder Requirements
D6 / Bidder Engagements
D7 / Bidder References
D8 / Staff Requirements
D9 / Service Level Requirements
D10 / Service Level Objectives
Washington State Department of Social and Health Services
Competitive Solicitation #1623-610Page 1 of 29
AttachmentD: - Bidder Technical Response – ESAR Mainframe Rehosting Project
D1. ADMINISTRATIVE RESPONSE (PASS/FAIL)Bidder Information
Bidder’s response to the questions in this section, combined with the information provided in Bidder’s Submittal Letter, comprise Bidder’s Administrative Response to this Solicitation. While the Administrative Response is not given a number score, information provided as part of Bidder’s Administrative Response may cause the Bid to be disqualified and may be considered in evaluating Bidder’s qualifications and experience.
- Please indicate whether you employ or contract with any current or former state employees. If the answer is yes, provide the following information with respect to each individual: 1. name of employee or contractor; 2. the individual’s employment history with the State of Washington; 3. a description of the Individual’s involvement with the response to this Solicitation; and 4. the Individual’s proposed role in providing the services under this any Contract that may be awarded.
Bidder Response:
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Please list the names and contact information for three individuals you agree may serve as Bidder references and may freely provide information to DSHS regarding the reference’s experience and impressions of Bidder. In providing these names, Bidder represents that it shall hold both DSHS and the organizations and individuals providing a reference harmless from and against any and all liability for seeking and providing such reference.
Bidder Response:
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- Please indicate whether your Response contains any variations from the requirements of the Solicitation Document. If the answer is yes, list each variation with specificity and include the pertinent page numbers containing the variation.
Bidder Response:
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Please indicate whether you are requesting that DSHS consider any exceptions and/or revisions to the sample contract language found in Attachment A. If so, state the page of Attachment A on which text you request to change is found, and state the specific changes you are requesting. DSHS shall be under no obligation to agree to any requested changes, and will not consider changes to contract language or negotiate any new language that are not identified in response to this question.
Bidder Response:
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- Please indicate whether you have had a contract terminated for cause or default within the past five (5) years. If so, please provide the terminating party’s name, address and telephone number and provide a summary describing the alleged deficiencies in Bidder’s performance, whether and how these alleged deficiencies were remedied and any other information pertinent to Bidder’s position on the matter. “Termination for Cause” refers to any notice to Bidder to stop performance due to Bidder’s asserted nonperformance or poor performance and the issue was either (a) not litigated; (b) litigated with a resulting determination in favor of the other party; or (c) is the subject of pending litigation.
Bidder Response:
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- Please identify any prior contracts Bidder has entered into with the State of Washington within the past ten (10) years and identify the dates and nature of the contract and primary agency contact for each.
Bidder Response:
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- Please indicate whether Bidder has been the subject of a lawsuit or administrative proceeding alleging a failure to comply with laws relating to the types of services Bidder proposes to provide pursuant to this Competitive Solicitation. If the answer is yes, please list the nature of the allegations, docket number, disposition and date (if applicable) and Bidder’s explanation of how it has changed its practices or operations relative to any alleged deficiencies since that proceeding was filed.
Bidder Response:
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- Please describe your proposed plans for the use of Subcontractors in performing this contract, listing each Subcontractor, its proposed role and the estimated percentage of the Contract that will be performed by each Subcontractor. Please indicate whether each subcontractor self-identifies or is certified as a small business, a minority-owned business, a woman-owned business, a disadvantaged business enterprise, or a veteran-owned business. If the answer is yes, please identify the type of organization(s) and provide details of any certifications. Note:all Subcontractors must be approved by DSHS.
Bidder Response:
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- Please describe any programs, policies or activities of your organization that support human health and environmental sustainability in your business practices. If a program, policy or activity is specifically applicable to this Contract, please so indicate.
Bidder Response:
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D2. BIDDER PROPOSED SOLUTION (SCORED)
In a separate double-sided document, no more than forty(40) pages in length, the Bidder must describe its proposed solution.
At a minimum, (and in the following order), the Bidder Proposed Solution document must include:
- The Bidder’s project management methodology, a proposed project planthat includes durations, milestones,and the benefits of its proposed solution, including examples of past successes in similar engagements.
- In addition, the Bidder must describe, in detail and by the sections listed below, the methodologyto beused in providing the services and deliverables listed below (detailed in the Statement of Work).
- Bidder Proposed Solution Overview – including the following:
- Project Management Methodology
- Proposed Project Plan
- Benefits of the Proposed Solution
- Examples of Past Successes in Similar Engagements
- Initiation Phase – including the following deliverables and all related services
- Project Work Plan
- Status Reports
- Risk/Issue Management
- System Security Plan
- Requirements Management Plan
- Analysis and Detailed Systems Review and Inventory – including the following deliverables and all related services
- Systems Inventory
- Interfaces Replication Plan
- Analysis of Architecture Platform Options
- Technical Environment Assessment Report
- Knowledge Assessment Phase Presentation
- Preliminary Disentanglement and Exit Plans
- Platform Design – including the following deliverables and all related services
- Security Design Document
- Identity Management Document
- Interfaces Design Document
- Data Conversion/Migration Design Document
- Platform and Application Migration – including the following deliverables and all related services
- Test Plan
- Knowledge Transfer and Training Plan
- Disaster Recovery Plan
- Configuration Management Plan
- Security Configuration Document
- Interfaces Document
- Data Conversion Program
- Readiness Assessment Report
- Deployment – including the following deliverables and all related services
- Deployment Plan
- Implementation Support Plan
- Operations Documentation
- Knowledge Transfer, Training Schedule, Curriculum and Materials
- Data Conversion Report
- Transfer and Training Report
- User and System Acceptance Test Report
- System Performance and Tuning Report
- Production Deployment Readiness Certification
- Production Cut-Over Procedure
- Mid-Term Disentanglement and Exit Plans
- Continuing Modernization Recommendations – including the following deliverables and all related services
- Continuing Modernization Recommendations Report
- Close-Out – including the following deliverables and all related services
- Post-Implementation Maintenance and Support Plan
- Disentanglement and Exit Plans
- Process and Procedures Manual
- Exit Plan Progress Report
- Project Lessons Learned and Final Report
D3. SAMPLE WORK PRODUCTS (SCORED)
All Bidders must provide,as separate attachments,one each of the following work products, or their equivalents, developed and used in a previous project of similar size and scope:
- Technical Environment Assessment Report – Refer to Section A Statement of Work item 5.2.3 for DSHS’ requirements for this deliverable. The following naming convention must be used for this sample work product: 1623-610 Sample Work Product 1<bidder name>.docx
- Data Conversion/Migration Design Document – Refer to Section A Statement of Work item 5.3.4 for DSHS’ requirements for this deliverable. The following naming convention must be used for this sample work product: 1623-610 Sample Work Product 2<bidder name>.docx
D5. BIDDER ANNUAL REPORT (SCORED)
The Bidder must provide, as a separate attachment, a copy of their company’s most recent annual report, including consolidated balance sheets and related statements of income, stockholders’ or partners’ equity and changes in financial position, for each of the five (5) fiscal years preceding the end of the most recent fiscal year. The financial information listed above must be compiled, reviewed, and/or audited by a Certified Public Accountant.
At a minimum, DSHS will consider the following items, as numbered in a U.S. Securities and Exchange Commission (SEC) Form 10-K or as equivalently described in a private company’s annual report, when reviewing the Bidder’s annual report.
- Item 1: Business
- Item 1A: Risk Factors
- Item 3: Legal Proceedings
- Item 6: Selected Financial Data
- Item 7: Management’s Discussion and Analysis of Financial Condition
- Footnotes to the Financials
D5. BIDDER REQUIREMENTS (SCORED)
All Bidders shall meet the following minimum requirements. Bidders failing to demonstrate in their Bids that they meet ALL of the following minimum requirements will be considered non-responsive and will therefore be disqualified from further consideration.
6.1.2.The Bidder shall provide a description of its experience in the performance of similar engagements to manage, plan, design, develop, and implement successful efforts that meet the criteria of this Statement of Work. The bidder shall clearly describe the scope and scale of those engagements. / Click here to enter text.
6.1.3.The Bidder shall provide a corporate description with sufficient information to substantiate proven expertise in the products and services being requested in this RFP. / Click here to enter text.
6.1.4.The Bidder shall disclose any company restructurings, mergers, and acquisitions over the past five (5) years or during the course of this project / Click here to enter text.
6.1.5.The Bidder shall specify the location of the organization’s principal office and the number of executive and professional personnel employed at this office. / Click here to enter text.
6.1.6.The Bidder shall state the number of years the Bidder has been providing the products and services being proposed. / Click here to enter text.
6.1.7.The Bidder shall specify the organization’s size in terms of the number of full-time employees, the number of contract personnel used at any one time, the number of offices and their locations, and structure (for example, state, national, or international organization). / Click here to enter text.
6.1.8.The Bidder shall provide the name and the state of incorporation, if incorporated. / Click here to enter text.
6.1.9.DSHS anticipates that the Bidder may have different subcontractors based on the Phase of the project. The Bidder shall identify in its proposal, all known subcontractors for the Assessment and Rehosting Phases. The Bidder shall describe the proposed roles and responsibilities of each, and provide at least three (3) references for each. / Click here to enter text.
6.1.10.The Bidder shall briefly summarize the subcontractors (if any) and their reference projects. The bidder should explain the history of the relationship, its longevity and the results of the collaboration. In addition, if the Bidder does not plan to use subcontractors then the Bidder shall respond “No subcontractors”. / Click here to enter text.
6.1.11.The Bidder shall describe their standard project management methodology, the proposed project management approach for this project, and any tailoring of their standard methodology anticipated for this project. / Click here to enter text.
Washington State Department of Social and Health Services
Competitive Solicitation #1623-610Page 1 of 29
AttachmentD: - Bidder Technical Response – ESAR Mainframe Rehosting Project
D6. BIDDER ENGAGEMENTS (SCORED)6.1.1.The Bidder shall have conducted at least three (3) successful engagements of similar or larger scope and of similar complexity as this Statement of Work and shall provide at least three (3) of these engagements as referenced projects. The Bidder shall describe these reference projects in detail, including contact information.
1 / Engagement Name / Click here to enter text. /
Start Date / Click here to enter text. / End Date / Click here to enter text. /
Customer / Click here to enter text. /
Type of Business / Click here to enter text. /
Engagement Description, Role of Bidder, and End Result / Click here to enter text. /
2 / Engagement Name / Click here to enter text. /
Start Date / Click here to enter text. / End Date / Click here to enter text. /
Customer / Click here to enter text. /
Type of Business / Click here to enter text. /
Engagement Description, Role of Bidder, and End Result / Click here to enter text. /
3 / Engagement Name / Click here to enter text. /
Start Date / Click here to enter text. / End Date / Click here to enter text. /
Customer / Click here to enter text. /
Type of Business / Click here to enter text. /
Engagement Description, Role of Bidder, and End Result / Click here to enter text. /
4 / Engagement Name / Click here to enter text. /
Start Date / Click here to enter text. / End Date / Click here to enter text. /
Customer / Click here to enter text. /
Type of Business / Click here to enter text. /
Engagement Description, Role of Bidder, and End Result / Click here to enter text. /
5 / Engagement Name / Click here to enter text. /
Start Date / Click here to enter text. / End Date / Click here to enter text. /
Customer / Click here to enter text. /
Type of Business / Click here to enter text. /
Engagement Description, Role of Bidder, and End Result / Click here to enter text. /
Washington State Department of Social and Health Services
Competitive Solicitation #1623-610Page 1 of 29
AttachmentD: - Bidder Technical Response – ESAR Mainframe Rehosting Project
D7. BIDDER REFERENCES (SCORED)The Bidder will provide three (3) customer references. At least two (2) of these references must be from comparable Engagements. Using the provided ‘Attachment FBidder-Customer Reference’ form, the bidder will ask three customers to fill out the form, sign it and return it to the Solicitation Coordinator.
For every ‘Attachment FBidder-Customer Reference’ form, the Bidder must use the table below to provide the company name, contact name, contact job title, address, telephone number and email for that reference. It is the Bidder’s responsibility to ensure that the ‘Attachment FBidder-Customer Reference’ forms are completed and returned to DSHS by the Final Response date. References not received by the Final Response date will be assigned a score of zero.
DSHS reserves the right to contact all customer references, and that contact may be considered in evaluating the Bidder’s response.
1 / Company Name / Click here to enter text.
Contact Name / Click here to enter text.
Contact Job Title / Click here to enter text.
Address / Click here to enter text.
Telephone Number / Click here to enter text.
Email Address / Click here to enter text.
2 / Company Name / Click here to enter text.
Contact Name / Click here to enter text.
Contact Job Title / Click here to enter text.
Address / Click here to enter text.
Telephone Number / Click here to enter text.
Email Address / Click here to enter text.
3 / Company Name / Click here to enter text.
Contact Name / Click here to enter text.
Contact Job Title / Click here to enter text.
Address / Click here to enter text.
Telephone Number / Click here to enter text.
Email Address / Click here to enter text.
Additional Bidder References
Bidder agrees that, in addition to the references identified by the Bidder in response to this Section, DSHS may contact any other entity or person DSHS wants to contact with regard to the Bidder and/or proposed Staff Resource and that this contact may be used by DSHS in evaluating the Bidders response.
Washington State Department of Social and Health Services
Competitive Solicitation #1623-610Page 1 of 29
AttachmentD: - Bidder Technical Response – ESAR Mainframe Rehosting Project
D8. STAFF REQUIREMENTS (PASS/FAIL)Proposed Bidder Staff shall meet the following minimum requirements. Bidders failing to demonstrate in their Bids that the proposed staff meet the minimum requirements will be considered non-responsive and will therefore be disqualified from further consideration.
6.2.1. In the space below, the Bidder shall provide an organizational chart identifying all personnel proposed for each Phase of the project.
Click here to enter text.
Washington State Department of Social and Health Services
Competitive Solicitation #1623-610Page 1 of 29
AttachmentD: - Bidder Technical Response – ESAR Mainframe Rehosting Project
The Bidder must respond to the following Staff requirements by using the table below.6.2.2.The Bidder shall identify the Project Manager and all other “Bidder Personnel” roles (e.g. System Architect, Database Administrator, Functional Lead, Test Lead, and Security Expert) that are key to the success of each Phase of the Project.