Attachment 10 - Technical Proposal.pdf

KATHY HOCHUL

Governor

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Professional Services Enterprise Agreement

RFP C0000979 – Salesforce Implementation Enterprise Agreement

ATTACHMENT 10: TECHNICAL PROPOSAL FORMS

When completing the Technical Proposal Content, DO NOT include any pricing information. Please include the following information in the order enumerated below.

Part 1: Technical Proposal Overview

Executive Summary Provide a brief description (not more than two pages) that summarizes your proposed approach and work effort.

Table of Contents Use the following Table of Contents that reflects the areas identified in the Technical Proposal. The Table of Contents should identify each major section of the Proposal, along with its initial-page number.

Note: When you are done entering information, within this document, place your cursor within the table of contents below and press F9 to update automatically.

PART 1: TECHNICAL PROPOSAL OVERVIEW

EXECUTIVE SUMMARY

TABLE OF CONTENTS

PART 2: BIDDER’S EXPERIENCE

CORPORATE/BUSINESS BACKGROUND OF BIDDER

PAST PERFORMANCE AND EXPERIENCE

PART 3 – BIDDER STAFFING APPROACH

STATEWIDE DELIVERY OF PROFESSIONAL SERVICES

PART 4 – BIDDER CENTRALIZED GOVERNANCE MODEL APPROACH

PART 5 – BIDDER’S PRACTICE IN THE USE OF REUSABLE ASSETS

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Professional Services Enterprise Agreement

Part 2: Bidder’s Experience The Technical Proposal must demonstrate to ITS that Bidder has experience delivering services similar in scale and scope to the engagement described in this RFP. Complete the Bidder’s Experience form below to describe your company background and past experience in the Technical Proposal. Limit response to 10 pages.

Corporate/Business Background of Bidder

Bidder’s Firm/Company Information

Firm Name

Firm Address

Parent Company

Affiliates

Is the firm a NYS MWBE? If yes, provide registration number

Bidder’s Primary Contact

Name, Title

Address

Email Address

Telephone Number

Company Profile

Description of the company’s corporate profile core business

Service Offerings Description of service Years the Service has been provided

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Implementation Enterprise Agreement

Past Performance and Experience Bidder must demonstrate a minimum of $10,000,000.00 in verifiable sales to any US Public Sector entity in a one-year period. The one-year period must occur within the time frame of January 2021 to June 2026. Bidder must provide a description of at least two engagements and include the contact information for reference customers. At least one (1) reference project must represent a large-scale Salesforce implementation for a public sector entity, including multi-department or enterprise-wide deployment. Please be sure your listed contact is aware that NYS will be reaching out for confirmation of the reference and provide the best contact information and method below.

Engagement 1 Description

Engagement Conducted By (Bidder Company Name)

Start Date

End Date

Name of Client

Client Contact Information

Nature of Client’s business

Description of Services Provided

Number and type of staff involved

Engagement results and benefits delivered to the client

Engagement budget

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Implementation Enterprise Agreement

Size and complexity of engagement, including the number of sites and users within the Continental US

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Professional Services Enterprise Agreement

Engagement 2 Description

Engagement Conducted By (Bidder Company Name)

Start Date

End Date

Name of Client

Client Contact Information

Nature of Client’s business

Description of Services Provided

Number and type of staff involved

Engagement results and benefits delivered to the client

Engagement budget

Size and complexity of engagement, including the number of sites and users within the Continental US

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Professional Services Enterprise Agreement

Part 3 – Bidder Staffing Approach

Statewide Delivery of Professional Services Limit response to 15 pages

Approach to Meeting Requirements

Describe your approach to meeting NYS’s need for Statewide Delivery of Implementatio Services, including:

• Enterprise Salesforce Portfolio Office

• Staffing

• Delivery of required services

• Dashboard and Reporting

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Implementation Enterprise Agreement

Describe your approach to delivering multiple concurrent projects of varying sizes throughout the life of the Contract.

• Consider Appendix C, section 7 on Subcontracting and section 8 Background checks in your approach

• Approach to meeting Resource Availability and Readiness requirements

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Implementation Enterprise Agreement

Experience Demonstrate experience in meeting NYS’s needs for Statewide Delivery of Professional Services, including:

• Bidder must demonstrate experience managing multiple concurrent Salesforce implementations (minimum of 5) across multiple agency instances.

• Bidder must demonstrate a minimum pool of certified Salesforce resources across key roles (e.g., architects, developers, administrators) and describe their staffing model for supporting concurrent engagements.

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Implementation Enterprise Agreement

Part 4 – Bidder Centralized Governance Model Approach

Bidder must demonstrate experience operating within a centralized governance or Center of Excellence (COE) model, including adherence to enterprise standards, reusable assets, and shared architectural patterns. Limit response to 5 pages.

DRU RAI

NYS Chief Information Officer

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RFP C0000979 – Salesforce Implementation Enterprise Agreement

Part 5 – Bidder’s Practice in the Use of Reusable Assets

Bidder must describe their library of reusable Salesforce assets, accelerators, or frameworks applicable to public sector implementations. Limit response to 3 pages.

Bidders must demonstrate experience in building reusable solutions, providing an example of a solution developed for one client that was subsequently reused by another. Limit response to 3 pages.