1. Ver 12 Quick Guide 01.08.2020- v2.pdf
PDF 273 KB Posted
- Attached to
- Salesforce Implementation Services
- Contract number
- 505ENT-O17-SALESFORCE-00
- Issued by
- Wisconsin
About this file
This is a Quick Guide for Wisconsin state contract #505ENT-O17-SALESFORCE-00, a cooperative contract available to Wisconsin state agencies, University of Wisconsin campuses, and authorized entities including Wisconsin municipalities as permitted under Wisconsin statute s. 16.73. The contract awards Salesforce implementation services to five contractors: Accenture LLP, Allium IT LLC, Deloitte Consulting LLP, Prelude Systems Inc., and Vertiba LLC, with each contractor holding individual contract numbers within the umbrella agreement.
The contract provides comprehensive Salesforce implementation services including project management, business analysis, design, development, configuration, integration, testing, training, documentation, and support services for diverse Salesforce application development needs. Pricing is based on contractor rate cards with quoted prices serving as maximum rates that can be negotiated lower, and contractors are responsible for all travel costs. The contract excludes the purchase of Salesforce software, hardware, or peripheral devices. The initial contract term ran from August 26, 2016 through August 23, 2018, with two renewal terms extending through August 23, 2020. Authorized users may request quotes from multiple contractors using Statements of Work to obtain competitive pricing, and state agencies must submit DET Service Requests prior to obtaining services. Purchase orders must be itemized and include contract numbers, contact information, service descriptions, position titles, rates, and any agreed-upon documentation such as SOWs.
View the file
Other files
Show all 11
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Quick Guide
Version 12 01/08/2020
Scope The contract is available for use by Wisconsin state agencies, UW campuses, and other en��es authorized to use state contracts such as Wisconsin municipali�es as cited in Wisconsin statutes s. 16.73. The contract is an op�onal for all Authorized Users.
The contracts listed offer SalesForce implementa�on services for business opera�ons. The Contractors provide a variety of implementa�on Salesforce services such as project management, business analysis, and implementa�on services.
Implementa�on services include design, development, configura�on, integra�on, tes�ng, training, documenta�on, support, and other consul�ng services associated with a diverse range of Authorized User Salesforce applica�on development needs.
The established contracts will allow for Authorized Users to:
1) Obtain a wide range of Salesforce services
2) Request quotes for a specific Statement of Work
(SOW) among the Contractors to obtain the best price.
See the document, “Mandatory Contract Performance Requirements” each Contractor agreed to.
Excluded from the Scope The scope does not include the following:
• Purchase of Salesforce software;
• Purchase of hardware or peripheral devices required to meet the functional or technical requirements; and
• Purchase or use of trial, demonstration or evaluation equipment and/or related software.
DET Service Request Requirement (State Agencies only) Per DET policy (link), prior to obtaining these services or related so�ware, State Agencies must submit a Service Request.
Instruc�ons on how to do this are located at https://detcc.wi.gov/operations/Pages/Service-Requests.aspx
Salesforce So�ware and End User License Agreement Authorized Users will purchase the applicable Salesforce software suite through a reseller on the current mandatory state contract #505ENT-M16-VARSOFTWARE-00 (link). The negotiated terms and conditions around licensure with Salesforce.com can be found on VendorNet. Information regarding Salesforce.org (Educational-related) software terms and conditions are noted in the Quick Guide link. Municipalities may purchase the software off the state contract or through another manner consistent with their procurement policies.
Pricing All pricing quoted may be considered the maximum price and may be negotiated further. Pricing cannot exceed the rate card, but can be lower. Position titles not on the Contractor’s rate card cannot be billed. Prices include all inherent costs of providing the services. Contractor is responsible for paying all travel costs including, but not limited to, round-trip travel, meals and parking.
All prices remain firm for the initial contract term. Pricing can be lowered (or a higher discount) at any time during the contract without requiring an amendment of the published rates.
Contract Link and Number Accenture LLP #505ENT-O17-SALESFORCE-01 Allium IT, LLC #505ENT-O17-SALESFORCE-02 Deloitte Consulting LLP #505ENT-O17-SALESFORCE-04 Prelude Systems, Inc. #505ENT-O17-SALESFORCE-05 Vertiba, LLC #505ENT-O17-SALESFORCE-06
Statement of Work (SOW) A SOW may be required between par�es. A template is available on VendorNet. The Authorized User solely determines how many Contractors to contact for pricing and/or a SOW.
Authorized Users are encouraged to request mul�ple quotes using a SOW to obtain the best pricing.
Terms and Condi�ons Each contract has its separate nego�ated terms and condi�ons.
Here is the original solicita�on and amendment (link). See the documents posted for each Contract’s terms and condi�ons.
Purchase Order (PO) and Invoicing The PO and invoices shall be itemized.
At a minimum, the order must contain the following:
o Contract number; and o Ordering contact Name, Address, Phone Number; and o Itemized list of services, applicable posi�on �tles and rates; and o Any other agreed upon documents such as a SOW.
Salesforce.com Implementa�on Services Contract #505ENT-O17-SALESFORCE-00 (link)
(Contract numbers listed below) Request for Proposal #28224-BD (link)
Mandatory: No Coopera�ve: Yes (WI municipali�es may use this contract) P-Card: No Contract Term Ini�al Contract Term: Aug. 26, 2016 through Aug. 23, 2018 1st Renewal Term: Aug. 24, 2018 through Aug. 23, 2019 2nd (Final) Renewal Term: Aug. 24, 2019 through Aug. 23, 2020 https://detcc.wi.gov/Shared%20Documents/PolicyCloudComputing.pdf https://detcc.wi.gov/operations/Pages/Service-Requests.aspx https://vendornet.wi.gov/Contract.aspx?Id=71107b48-212a-e611-8964-40a8f0ad9999 https://vendornet.wi.gov/Download.aspx?type=contract&Id=71107b48-212a-e611-8964-40a8f0ad9999&filename=Salesforce+User+Guide+Contract.pdf https://vendornet.wi.gov/Bid.aspx?Id=34cc111a-b52a-e611-8964-40a8f0ad9999 https://vendornet.wi.gov/Contract.aspx?Id=93c89a99-f76d-e611-80f7-0050568c7f0f https://vendornet.wi.gov/Bid.aspx?Id=34cc111a-b52a-e611-8964-40a8f0ad9999
Quick Guide
Version 12 01/08/2020
Purchase Order (PO) and Invoicing - continued Here are some common ques�ons with this contract specific to the PO and invoicing:
• The Authorized User should read the contract to understand any writen no�ce that may be required.
• Use a Good Faith Dispute (Sample link) if the invoice has errors.
Cost Benefit Analysis (CBA) When applicable, the State Authorized Users are responsible for writing and submittal of the CBA, Continued Appropriateness of Contracting for Services, and Justification of Need.
Contacts for Quotes and Link to each Contract:
Accenture LLP (link) Vid Gobalakrishna
Phone: 469-665-6450 vid.gobalakrishna@accenture.com
Allium IT, LLC (link) Andy McIntyre 608-658-7716 amcintyre@alliumit.com
Deloitte Consulting LLP (link)
Russ Pederson 608-354-3181 rpederson@deloite.com
Prelude Systems, Inc.
(link)
Sunil Andrews 630-995-0260 sandrews@preludesys.com
Vertiba, LLC (link) Jason Taylor Phone: 801-541-3129 jason@vertiba.com
Contract Contact for Salesforce-Specific Ques�ons Joseph Keuler DOA – Innova�on Center 608-261-2868 JosephB.Keuler@wisconsin.gov
Contract Use Ques�ons and Feedback Direct any ques�ons, comments, complaints, or feedback to the contract manager. User feedback will help to address and correct contractual issues and to prepare for future solicita�ons.
Contract Manager Ceotrid Gilbert DOA – Bureau of Procurement 101 E. Wilson Street, 6th Floor Madison, WI 53703 608-267-4506 ceotrid.gilbert@wisconsin.gov http://vendornet.state.wi.us/vendornet/procman/pro-e-6c.doc https://vendornet.wi.gov/Download.aspx?type=contract&Id=93c89a99-f76d-e611-80f7-0050568c7f0f&filename=Accenture+Contract+505ENT-01+SALESFORCE-01_Redacted.pdf mailto:vid.gobalakrishna@accenture.com https://vendornet.wi.gov/Download.aspx?type=contract&Id=93c89a99-f76d-e611-80f7-0050568c7f0f&filename=Allium+Contract+Copy_Redacted.pdf mailto:amcintyre@alliumit.com https://vendornet.wi.gov/Download.aspx?type=contract&Id=93c89a99-f76d-e611-80f7-0050568c7f0f&filename=FINAL+Deloitte+contract+-+signed_Redacted.pdf mailto:rpederson@deloitte.com https://vendornet.wi.gov/Download.aspx?type=contract&Id=93c89a99-f76d-e611-80f7-0050568c7f0f&filename=Prelude+Contract+Copy_Redacted.pdf mailto:sandrews@preludesys.com https://vendornet.wi.gov/Download.aspx?type=contract&Id=93c89a99-f76d-e611-80f7-0050568c7f0f&filename=FINAL+Vertiba+Contract+-+Signed_Redacted.pdf mailto:jason@vertiba.com mailto:JosephB.Keuler@wisconsin.gov
File details come from the government source that posted it. Updated .