Exhibit 1_ Proposal Structure Guidelines.pdf

RFP 378136 - Exhibit 1 – Proposal Structure Guidelines

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Exhibit 1 – Proposal Structure Guidelines

Proposals should not be excessively long or submitted in an elaborate format that includes expensive binders or graphics. Unnecessary attachments beyond those sufficient to present a complete, comprehensive, and effective response will not influence the evaluation of the proposal. Proposal page limited to 20 page max. Each page of the proposal should state the name of the Proposer, the RFP number, and the page number.

The proposal must be in the following format (see RFP Section C.2.1 & C.2.2):

• Section 1: Executive Summary

• Section 2: Technical Response

• Section 3: Cost/Price Proposal (Separate from 1,2 & 4) See RFP Section C.2.2 - Volume II Required Price

Support Information). All cost or pricing information shall be addressed ONLY in the Cost/Price Proposal Section.

• Section 4: Relevant Past and Present Performance to also include resumes of proposed individuals

Section 1 - Executive Summary

Provide the following information:

Table of Contents - A master table of contents of the entire proposal.

Narrative Summary - A concise narrative summary of the entire proposal, including significant risks, and a highlight of any key or unique features, excluding cost/price. The salient features should tie in with Proposal Evaluation criteria set forth in Section V. Any summary material presented here shall not be considered as meeting the requirements for any portions of other sections of the proposal.

Section 2 - Technical Response Section

The Technical Response Section should be specific and complete. Legibility, clarity and coherence are very important. Responses will be evaluated against the criteria defined in Section V, Proposal Evaluation. Using the instructions provided below, provide as specifically as possible the actual methodology that would be used for accomplishing/satisfying the requirements. All the requirements specified in the solicitation are mandatory.

By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is not necessary or desirable to tell us that in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

A. Format and Specific Content- Technical Response - In this section, address the proposed approach to meeting the requirements listed in the PWS, as well as risks in the proposal in terms of project capability/performance, cost and schedule.

Address Proposal Risk by identifying those aspects of the proposal considered to involve cost and/or project capability risk. Provide rationale for each risk, including quantitative estimates of the impact on cost, schedule and performance. Describe the impact of each identified risk in terms of its potential to interfere with or prevent the successful accomplishment of the project goals. Suggest a realistic “workaround” or risk strategy for identified risks that will eliminate or reduce risk probability or impact to an acceptable level. Identify any new risks introduced by such risk response plans.

B. Personnel Qualifications and Experience - Include bios for all personnel and subcontractors to be assigned to this project. For each of the individuals proposed as resources for the project, please provide:

• PeopleSoft Technical Experience including years

• PeopleSoft Functional Experience including years and specific modules worked on

• PeopleSoft Upgrade experience

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Contractor resources are expected to conduct all project work via remote off-site locations. The resources desired by HMIS for the project are listed below. Proposers can adjust the staffing ratios in their proposal provided a justification is presented for the change. In addition, resources assigned to the project should be scheduled according to the Project Timeline. All services are to be performed by expert technical and/or functional resources. Should it become necessary to replace any resources during the term of the contract, HMIS expects the selected Proposer to provide a replacement with skills comparable to those of the proposed staff. All staffing resources assigned to the project and any changes to the staffing must be approved in writing by HMIS Project Manager. The Proposer shall submit the number of Full-time equivalents (“FTE’s”) that would be provided in these roles for the project implementation. The resources required by HMIS include but may not be limited to:

Project Manager This role will partner with the HMIS Project Manager and lead the upgrade project, develop and manage the Project Plan, identify issues, assess risks, control change management, ensure communication, and monitor the progress of project tasks.

PeopleSoft Systems Administrator/SQL PeopleSoft Database Administrator

This role will lead the technical effort and consult with the HMIS DBA/Admin resource to validate the proposed infrastructure for the environments, coordinate infrastructure setup and development, ensure alignment with PeopleSoft upgrade recommendations and best practices, demonstrate and perform the upgrade steps, and provide technical help and expertise.

The PeopleSoft Systems Administrator functions will include working with HMIS equivalent to support:

• Technical environment support and management of PeopleSoft Internet Architecture on the platforms – This will include planning, installation, configuration, tuning, monitoring, troubleshooting, and change management of PeopleSoft’s Batch, Database, Application, and servers.

• PeopleTools and PeopleSoft Application upgrade experience using Change Assistant and compare reports.

• Analyzing system logs and identifying potential issues

• Recommending and implementing software, hardware, and configuration changes to improve system performance.

• Applying PeopleSoft application patches, bundles, and maintenance packs.

• Documenting the configuration of the system

• Coordinating with HMIS resources to ensure availability, reliability, and scalability of systems to meet business demands.

• Performing file system configuration and management.

• Migration of PeopleSoft Objects and Data between PeopleSoft environments as requested by developers.

• Performing detailed comparisons between PeopleTools environments using PeopleSoft’s Compare reporting capability to ensure migrations are successful.

• Impact analysis and comparison of PeopleSoft objects during upgrades and communication with Developers over any impacts. Minimize re-integration of project customizations.

• Maintenance and technical support of PeopleSoft’s tools on server platform – PeopleTools, PS/Query, nVision, XML Publisher, UPK, Data Mover, App Engine, Change Assistant, SQR, WebLogic, Tuxedo, MicroFocus COBOL

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PeopleSoft Developer(s) The PeopleSoft developer will be responsible for the technical design, development and testing of module configuration, customization changes (online, batch, inbound and outbound interfaces), work flows, dashboards and pivot grids; issue review, troubleshooting and resolution for all PeopleSoft components; online and batch including maintenance of an issue; impact analysis and comparison of PeopleSoft objects during upgrades and Re-integration of project customizations; development, testing and technical support of PeopleTools, PS/Query, nVision, XML Publisher, Data Mover, Application Engine, Application Packages, Crystal, and SQR.

PeopleSoft Functional Subject Matter Experts This role will include experts who have prior functional experience working on all Financial and Procurement modules (at a minimum of version 9.2) in setup, configuration, business process, module functionality and data models. These resources should be subject area experts in these PeopleSoft modules and perform the implementation tasks related to configuration and setup, fit- gap analysis, business process changes, functional specifications, testing, assist HMIS functional users and provide knowledge transfer, create documentation. The resources in this role shall be a partner on project management efforts and partner on the technology efforts and provide guidance on decisions.

Information

Resources to be supplied by HMIS:

Database Administrator/PeopleSoft Systems Administrator (50% FTE) The HMIS Database Administrator/Systems Administrator will consult with and support the Contractor resource during activities of the upgrade project including duties as outlined for the Contractor resource and as specified in the Statement of Work.

PeopleSoft Developers (3 FTE) The HMIS developer will be responsible for retrofits to the custom reports and may assist with technical support.

HMIS Project Manager (50% FTE) HMIS will assign a Project Manager who will coordinate the upgrade project, work with the Contractor Project Manager in the development and management of the project plan, identify issues, assess risks, control change management, ensure communication, and monitor the progress of project tasks. This resource will be the primary day to day contact for the contractor team.

HMIS Functional Subject Matter Experts HMIS will have Functional Subject Matter Experts from its Finance, Billing, Inventory, Human Resources, Payroll and Time and Labor department’s available to assist with the project. They will assist with the fit/gap analysis, provide functional expertise and assist in the testing and verification of the new environment. The Functional Subject Matter Experts will have varying levels of time commitment (~30%) to this project.