05_Attachment_B_-_Scope_of_Work.docx

Request for Proposals for

[PORTFOLIO NAME]

Issued by the State of [Lead State] Solicitation Number: [#######]

Request for Proposals for Emerging Technologies Consulting and Services Issued by the State of Oklahoma Solicitation Number EV00000871

Attachment B

SCOPE OF WORK

This Scope of Work describes the Deliverables being sought through this RFP and the scope of what Bidders will be expected to offer through a Master Agreement resulting from this RFP. The Master Agreement is structured as an Indefinite Delivery, Indefinite Quantity (IDIQ) contract. The Scope of Work is intended to define the universe of permissible services that may be requested by Purchasing Entities through Statements of Work (SOWs). Specific engagement details, deliverables, timelines, and pricing will be defined at the SOW level. The contracts resulting from this solicitation will not include any hardware. If Bidders propose offering hardware as part of their proposal, that will not be considered in the evaluation or award of the proposal.

OVERVIEW AND DEFINITIONS

The objective of the Master Agreements, awarded as a result of this RFP, will be to provide Purchasing Entities with access to highly qualified Emerging Technology (ET) expertise and services. These services will be critical to the State of Oklahoma, NASPO Members from the forty-nine other states, The District of Columbia, and the US Territories. For the purposes of this RFP, Emerging Technologies (ET) shall broadly encompass technologies to include:

· Artificial Intelligence (AI) - Systems, models, and techniques that analyze data, identify patterns, and generate output such as predictions, recommendations, classifications, or content based on defined objectives. These systems may operate independently or in conjunction with existing software and workflows to support organizational functions.

· Machine Learning – Encompasses computational methods that enable systems to identify patterns in data and improve performance on defined tasks through training, rather than solely through explicit rule-based programming. Techniques may include supervised, unsupervised, and reinforcement learning and are commonly applied to prediction, classification, clustering, and optimization.

· Quantum Computing – Technology that uses principles of quantum mechanics, such as superposition and entanglement, to process information in ways that differ from classical binary computing systems. Quantum computing approaches may be applied to complex optimization, simulation, cryptography, and large-scale data analysis problems where conventional computing methods may be limited.

· Blockchain – Distributed ledger technologies that record, validate, and store transactions or data across a network of participants using cryptographic techniques. Blockchain systems typically maintain an append-only, tamper-resistant record and may support features such as consensus mechanisms, smart contracts, and shared data integrity across organizational boundaries.

· Robotic Process Automation (RPA) – Software-based automation technologies that execute structured, rules-driven tasks within digital systems by interacting with applications, data, and user interfaces. RPA tools are typically used to automate repetitive, high-volume processes such as data entry, transaction processing, data extraction, and workflow routing across existing systems without requiring significant changes to underlying infrastructure.

· Natural Language Processing (NLP) – Encompasses techniques that enable systems to analyze, interpret, and generate text or speech data. NLP approaches may be used for tasks such as text classification, information extraction, summarization, translation, and conversational interaction across structured and unstructured language data.

· XR/Spatial Computing – Technologies that blend or overlay digital content with physical or virtual environments through methods such as virtual reality (VR), augmented reality (AR), and mixed reality (MR). These technologies may support interactive visualization, simulation, training, and collaboration by enabling users to perceive and interact with digital information in three-dimensional or spatial contexts.

· Robotics – The design, development, integration, and operation of programmable mechanical or electromechanical systems that perform physical tasks through sensing, control, and actuation. Robotics systems may be used to support activities such as inspection, material handling, monitoring, precision operations, or interaction with physical environments, either autonomously or under human supervision.

· Any other technologies developed and showing market maturity by 2030.

· If there is any category of ET that is not specifically identified in this solicitation, Bidders must provide a detailed outline of the ET and demonstrate its market maturity and viability, as part of their proposal.

· It will be the sole discretion of the Lead State, Oklahoma, and the Multi-State Sourcing Team to determine if any additional ET are included in the award of a Bidder’s proposal.

· Determination of market maturity, post award, will be at the sole discretion of the Lead State, Oklahoma.

I. MASTER AGREEMENT OBJECTIVES

The Master agreements will be established with qualified, responsive organizations with deep subject-matter expertise and experience with Emerging Technology. The awards, and resulting Master Agreements, will be separated into two distinct categories. Bidders may respond to one or both categories and will be evaluated independently of each other. Awards will be made at the category level.

Category 1: Consulting: This category shall include professional advisory and implementation support designed to assist organizations in assessing, planning, designing, and executing strategic, operational, technical, and risk-related initiatives. Services under this category are intended to provide subject-matter expertise, independent analysis, and practical recommendations to support informed decision-making and organizational effectiveness.

Category 2: Services: This category shall include professional services related to the implementation, integration, development of ET, and managed services. Services within this category are intended to provide resources to public entities to help deliver transformative results for critical projects.

II. MASTER AGREEMENT DELIVERABLES

1. Category 1: Consulting

a. Bidders must demonstrate that they possess sufficient organizational resources to provide consulting services to purchasing entities from across the United States at a minimum, bidders shall address the following:

i. A one-page summary of staff experience and qualifications The availability of qualified personnel with experience that is relevant to the required consulting services, including Emerging Technologies.

ii. Internal expertise directly related to ET Demonstrated internal expertise in Emerging Technologies, supported by relevant experience, credentials, or prior project work.

iii. Physical locations The ability to support purchasing entities nationwide through physical office locations, remote service delivery, or a combination of both. Bidders shall describe how their service delivery model supports customers across multiple geographic regions

b. ET Readiness: Establish a clear baseline across purchasing entities to assess ET readiness and needs, to include, but not be limited to:

i. ET/AI Readiness Assessments

ii. Inventory of existing infrastructure (ET or non-ET)

iii. Risk, Compliance, Regulatory Assessments

iv. Stakeholder engagement

c. ET Road Mapping: Deliver a clear ET roadmap, aimed at guiding purchasing entities into the future of technology, by:

i. Working with purchasing entity stakeholders to promote clear AI policy, statute, and principles.

ii. Work with the purchasing entities to define their goals related to ET and provide specific use-case examples for delivering their vision.

iii. Develop business case studies, white papers, and financial models.

d. Governance and Risk: Ensure responsible, compliant, and sustainable ET usage.

i. Consult with purchasing entities to help establish governance models or refine existing governance models.

ii. Assist in the development of ET frameworks focused on responsible use of ET, ethics, and sustainability.

iii. Assist in the development of risk management frameworks

iv. Develop compliance maps.

v. Promote data privacy and security controls aligned with regulations, policy, or laws.

e. ET Scaling: Work with purchasing entities to deliver on their vision for new technology needs and improvements.

i. Conduct needs assessments and requirements gathering to inform future technology.

ii. Assist with any pilot efforts with assessment of results to determine viability.

iii. Assess business requirements and provide a recommendation on whether custom development (build) or a commercially available off-the-shelf solution (buy) represents the most advantageous approach. Assess organizational readiness for implementation.

iv. Develop user testing scenarios and assist in the analysis of testing results.

v. Provide post-implementation support to include lessons learned and solution refinement.

f. Organizational Change Management & Workforce Enablement: Promote adoption of an organization’s ET assets.

i. Development of organizational change management strategies and/or plans.

ii. Conduct workforce impact assessments.

iii. Develop a training curriculum or plan that caters to the needs of end users.

iv. Propose communication plans

2. Category 2: Services

a. Areas of services under this category include the following:

i. Custom development: Design, configuration, programming, training, integration, and testing of ET solutions that are specifically created or materially tailored to meet the unique requirements of the organization. Qualifying activities may include, but are not limited to, developing proprietary models or algorithms, fine-tuning existing models using organization-specific data, building supporting data pipelines and integrations, implementing security and governance controls, and delivering documentation and knowledge transfer necessary for ongoing operation and maintenance.

ii. Implementation and Integration: Planning, configuration, deployment, and technical enablement required to place an ET solution into production and connect it with existing systems, data sources, infrastructure, and business processes. Qualifying activities may include, but are not limited to, system configuration, data mapping and migration, API development, security and access controls, testing and validation, change management support, user training, and documentation necessary to ensure the solution operates effectively within the organization’s environment.

iii. Testing and Quality Assurance: The structured processes and activities conducted to verify and validate that an artificial intelligence solution functions as intended, meets defined requirements, and performs reliably in the intended environment. Qualifying activities may include, but are not limited to, functional testing, performance and load testing, security testing, data validation, bias and accuracy evaluation, integration testing, user acceptance testing, documentation of results, remediation of identified defects, and confirmation of readiness for production deployment.

iv. Managed Services: Provision of ongoing operation, monitoring, maintenance, and support of an ET solution following deployment. Qualifying activities may include, but are not limited to, performance monitoring, model monitoring and retraining as needed, incident response, security management, patching and updates, optimization, compliance reporting, service desk support, and continuous improvement activities necessary to ensure the solution remains reliable, secure, and aligned with organizational requirements over time.

3. Statement of Work (SOW) Project Basis

a. Purchasing Entities will collaborate with the awarded Bidder(s) to finalize a Statement of Work (SOW) for projects to be completed.

i. A detailed description of the project objectives, scope of work, timeline, key milestones, and implementation schedule, along with a total cost summary.

ii. Deliverables to be assigned to the Bidder include, but not limited to, objectives, reports, presentations, and any specific deliverables required by the Purchasing Entity.

iii. SOW Pricing may be Firm-Fixed Pricing, Retainer, or Milestone-Based, however the Purchasing Entity reserves the right to prescribe the SOW pricing structure.

b. For each Purchasing Entity, it is required that the Bidder assign one (1) staff resource to manage the relationship between the Bidder and the Purchasing Entity to function as an escalation point and serve as the Bidder’s primary point of contact.

c. Bidders shall only engage in work under the categories (including sub-categories) they are awarded within.

d. Travel shall only occur at the direction, and approval, of the Purchasing Entity. If travel is approved, it shall be under the Purchasing Entity’s applicable travel policies, regulations, and/or statutes.

4. Service Delivery & Assurance

1. Bidders are expected to possess deep expertise and resources in the categories (and subcategories) for which they are submitting a proposal.

1. For each category that Bidders are proposing, they shall provide two (2) examples of projects delivered to public entities, within the past five (5) years, that demonstrate their ability to provide services nationwide.

1. For each project, Bidders are required to:

0. Provide contact information;

0. Start and end date for the project; and

0. Project description.

1. Bidders must propose a lead to be assigned to the cooperative agreement resulting from this RFP. The lead must have a minimum of five (5) years of experience leading public sector engagements.

2. Provide the resume for the proposed lead.

1. Bidders shall provide highly qualified resources who have experience delivering services for public entities in the area of ET.

3. Positions with associated experience levels required, by category, are identified in the chart below:

Adoption/OCM Consultant (Junior, Mid-Level, Senior)

3. Purchasing entities reserves the right to approve proposed Bidder staff.

At the discretion of the Lead State, the scope of a Master Agreement resulting from this RFP may be amended at any time during its term to include or accommodate new or updated models, versions, or technologies related to the objectives and deliverables set forth in this RFP.

Page 2 of 9 – Attachment [X], RFP TERMS AND CONDITIONS

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