3. Mandatory Contract Perf Req.pdf

Salesforce Implementation Services Request for Proposal (RFP) Mandatory Contract Performance Requirements

4. MANDATORY CONTRACT PERFORMANCE REQUIREMENTS

This section is not scored. The following requirements are mandatory.

4.1. General Requirements

Contractor, if requested by Authorized User, must provide on-site services for the 4.1.1.

following events, at a minimum:

1. Initial kick-off meeting with Authorized User project team;

2. Monthly project status meetings; and

3. Final meeting and presentation summarizing all project activities.

Contractor shall provide all work products developed as part of the project (e.g. all 4.1.2.

written reports, drafts, presentations, documentations, meeting materials, survey data, tools and associated methodologies, code, etc.) to the Authorized User following the close of a project. The work products shall remain the property of the State.

At no additional cost to the State or Authorized User, Contractor shall report on a 4.1.3.

quarterly basis to the State on the following:

1. The quantity of SOWs received from Authorized Users during that quarter,

2. The quantity of Contractor responses to Authorized User SOW requests during that quarter, and

3. The status of in-progress projects during that quarter.

4. The State may request additional reporting, as needed.

The State will require monthly reporting for the first six months of the Contract. 4.1.4.

Reports shall be submitted electronically no later than by the end of the following 4.1.5.

month of the required reporting period. The State contact for reporting will be provided at time of Award.

4.2. Project Management and Business Analysis Services

When required on the SOW and/or Order, Contractor shall provide the following project management and business analysis services:

Develop project charters, business requirement assessments, project plans, 4.2.1.

communication plans, and technical solution proposals;

Assist in information gathering processes, analysis of business requirements, 4.2.2.

processes, practices, roles and responsibilities for each project;

Identify project risks and the strategies to mitigate them; 4.2.3.

Ensure cost containment through project management; 4.2.4.

Measure and report Authorized User’s satisfaction with project management and 4.2.5.

technical implementation.

4.3. Salesforce Administration and Development Services

When required on the SOW and/or Order, Contractor shall provide the following administration and development services:

Design, develop, test, deploy, implement and support Salesforce solutions using 4.3.1.

standard and custom objects and functionality;

Salesforce Implementation Services Request for Proposal (RFP) Mandatory Contract Performance Requirements

Develop, test and deploy validation rules, Apex code, Visualforce code, triggers, 4.3.2.

workflows, solutions using, but not limited to Process Builder, Flows, and email templates;

Design, develop, test, deploy, implement and support Salesforce solutions using 4.3.3.

Sales Cloud, Service Cloud, Marketing Cloud, Lightning App Builder, Lightning Connect, Data.com, and Knowledge Management;

Design, develop, test, deploy, implement and support Salesforce mobile device 4.3.4.

applications;

Migrate data between Salesforce and legacy applications and other databases; 4.3.5.

Create, design, filter, and implement reports and dashboards with appropriate 4.3.6.

sharing settings applied;

Provide change management processes between sandbox and production 4.3.7.

environments;

Analyze and administer existing (inherited) Salesforce instances; 4.3.8.

Design, develop, test, deploy, implement and support Customer and Partner 4.3.9.

Communities;

Design, develop, test, deploy, implement and support publically available websites 4.3.10.

using Visualforce, Sites, Communities or other means on the platform;

Integrate Salesforce with other platforms; 4.3.11.

Design, develop, test, deploy, implement and support Salesforce implementations 4.3.12.

following best practices for security and architecture;

Integrate Salesforce with Microsoft Office, Microsoft Exchange, and Microsoft 4.3.13.

SharePoint;

Integrate Salesforce with business intelligence reporting tools; 4.3.14.

Provide in-person and written training and help guides to compliment technical 4.3.15.

solutions.