Attachment 3.xlsx
XLSX spreadsheet 128 KB Posted
- Attached to
- FIND YOUR FUTURE PORTAL State and local contract opportunity
- Solicitation number
- 5400030161
- Issued by
- Richland County, South Carolina
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I appreciate your detailed instructions, but I'm unable to provide the summary you've requested. The file provided (Attachment 3.xlsx) appears to be an Excel spreadsheet, but the actual content of that spreadsheet was not included in the materials shared with me. Without access to the actual data, tables, or information contained within the Excel file, I cannot accurately summarize its key details, such as products, services, quantities, pricing terms, timelines, or other relevant contract information.
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Other files for this state and local contract opportunity
| File | Type | Posted |
|---|---|---|
| Attachment J.docx | DOCX document | |
| Exhibit B.xlsx | XLSX spreadsheet | |
| Attachment 5.xlsx | XLSX spreadsheet | |
| Attachment 1.xlsx | XLSX spreadsheet | |
| Schedule B.docx | DOCX document | |
| Attachment I.docx | DOCX document | |
| Schedule A.docx | DOCX document | |
| Attachment K.docx | DOCX document | |
| Attachment 2.xlsx | XLSX spreadsheet | |
| Attachment L.xlsx | XLSX spreadsheet | |
| Attachment 4.xlsx | XLSX spreadsheet | |
| Attachment E.docx | DOCX document | |
| Attachment C.docx | DOCX document | |
| Attachment 6.xlsx | XLSX spreadsheet | |
| Solicitation 5400030161.docx | DOCX document | |
| Exhibit A.docx | DOCX document | |
| Exhibit C.xlsx | XLSX spreadsheet |
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Text version
Instructions Attachment 3 Implementation Responsibilities Matrix
| Respondent |
| [Enter Respondent's Name Here] |
| Introduction |
| This repository is comprised of multiple worksheets/tabs, each one representing a citizen experience, digital government, or multi-agency portal solution(s) Implementation Service area. Respondents are required to complete the response for each service expectation and provide a description to support the compliance response, where applicable. No pricing information or sales material should be included in the response. Any missing response will be deemed as “no response” and assigned a score of 0 (zero) in that respective capability. |
| *Please note that the worksheet entitled "5: Other Services" does not have corresponding service expectations. CCWD/State of South Carolina has provided this template for Respondents to record any additional/other service expectations that they are prepared to deliver as part of their proposal that were not defined in the RFP. Completion of this section of the Service Expectations is voluntary; if Respondents have no additional services to offer above and beyond those contained within the predefined expectations in Worksheets/Tabs 0-4, they may elect to leave this worksheet/tab blank. |
Descriptions of Column Headings
| CCWD Find Your Future Portal (FYF) Service Requirements | |
| ID | Unique identifier of the service expectation. |
| Capability | The category/area associated with the service expectation. |
| Service | Description of service expectation. |
| Vendor Responsibility | Activity that will be performed by the Vendor. |
| CCWD or representative | Activity that will be performed by CCWD FYF Portal Implementation Team |
| Vendor Response Fields | |||
| Vendor Acknowledgement | Using the definitions provided at the bottom of this sheet, choose the option from the in-cell drop down that best describes how the proposed services will be used to meet the expectation. | ||
| Acknowledged: The Respondent will comply with the service requirement without any caveats, limitations or qualifications | |||
| No: The Respondent will not comply with the service requirement. | |||
| Comments | Please provide a brief explanation in the comments column, if desired. Note that Find Your Future Portal does not expect an elaboration on each response to the service expectations. | ||
| Worksheet/Tab # | Implementation Phase | Service Capabilities | |
| 0 | Project Management | Governance | |
| Resource Management | |||
| Contract Management | |||
| Financial Management | |||
| Performance Management | |||
| Benefits Realization | |||
| 1 | Planning & Design | Planning | |
| Fit/Gap & Requirements Analysis | |||
| Solution Design | |||
| Testing | |||
| Benefits Realization | |||
| 2 | Config, Build, Test | Configuration | |
| Build | |||
| Testing | |||
| Benefits Realization | |||
| 3 | Deployment & Initial Support | Deployment | |
| Initial Support | |||
| Benefits Realization | |||
| 4 | OCM & Training | Organizational Change Management | |
| Training | |||
| Benefits Realization | |||
| 5 | Other Services | Additional Services not covered in 0-4 |
0. Project Management
| ID | Capability | Service | Vendor Responsibility | CCWD or representative | Vendor Acknowledgement | Comments |
| PM01 | Governance | Provide input to, document and agree to governance structure and relationship management roles and responsibilities. | X | |||
| PM02 | Governance | Provide best practices advice with respect to program/project management templates, tools, and processes. | X | |||
| PM03 | Governance | Adhere to Find Your Future Portal Implementation policies, standards, and frameworks with respect to planning, governance, and program/project management. | X | |||
| PM04 | Governance | Review and approve or otherwise reject governance and program management methodology, tools, structures, processes, procedures and templates. | X | |||
| PM05 | Governance | Prepare for and participate in Project Management, Governance Board and Find Your Future Portal Core Team meetings as asked by CCWD. | X | |||
| PM06 | Governance | Create and prioritize action plan based on Project Management and Find Your Future Portal Core Team meetings. Document key decisions and resolutions. | X | |||
| PM07 | Governance | Review and approve the action plan created by the Project Management team. | X | |||
| PM08 | Governance | Develop the project roadmap with milestones and stage gates until successful Go Live and extending into Hypercare period. | X | |||
| PM09 | Governance | Suggest amendments and approve the project roadmap. | X | |||
| PM10 | Governance | Provide proactive recommendations that address escalated issues and risks. | X | |||
| PM11 | Governance | Review and approve or otherwise reject inputs and other materials prepared for the meeting. | X | |||
| PM12 | Governance | Provide input and best practices guidance on the business case and impacts of potential scope changes. | X | |||
| PM13 | Governance | Provide work product and deliverables quality assurance and internal processes to ensure complete, relevant, and accurate outputs. | X | |||
| PM14 | Governance | Provide guidance and timely inputs to support deliverables and outputs. | X | |||
| PM15 | Governance | As needed and requested, provide work product and deliverable quality assurance for Find Your Future Portal-led outputs. | X | |||
| PM16 | Governance | Create acceptance criteria for all work products and deliverables. | X | |||
| PM17 | Governance | Review and approve or reject contracted work products and deliverables. | X | |||
| PM18 | Governance | Perform budget impact analysis for the proposed Find Your Future Portal when faced with project schedule, resource, scope alternatives and decisions. | X | |||
| PM19 | Governance | Approve or reject all budget changes and requests. | X | |||
| PM20 | Governance | Meet knowledge transfer objectives as specified in Worksheets/Tabs 1 through 5 of this file and associated final contract agreement. | X | |||
| PM21 | Governance | Perform post go-live risk, issues, adoption, and optimization assessments during go-live/warranty period | X | |||
| PM22 | Governance | Provide recommendations for post Go-Live improvements. | X | |||
| PM23 | Resource Management | Based on industry best practices, plan resources and implementation services that promote effective use of staff to deliver the project objectives in an optimized manner. | X | |||
| PM24 | Resource Management | Based on the industry best practices, recommend an approach/plan, describing the costs, benefits, and value of such an effort. | X | |||
| PM25 | Resource Management | Approve the approach/plan for continuous management. | X | |||
| PM26 | Resource Management | Provide Find Your Future Portal’s Program Manager with accurate and timely information on the current and future use of resources. | X | |||
| PM27 | Resource Management | Inform Find Your Future Portal’s Program Manager of potential Key Personnel staffing changes and any additional personnel assignments planned for new projects / Services in accordance with agreed process defined in SOW. | X | |||
| PM28 | Resource Management | Inform the Vendor of any dedicated FYF Portal Implementation Team member staffing changes. | X | |||
| PM29 | Resource Management | Review and authorize (or decline to authorize) Key Personnel changes to existing Services as well as for new projects and Services. | X | |||
| PM30 | Resource Management | Acquire and maintain project management training curricula, offerings, and materials. | X | |||
| PM31 | Resource Management | Report on training usage and conformance of resources and suggest changes if needed or necessary. | X | |||
| PM32 | Resource Management | Support PMO with internal and external resource planning and assignments to achieve latest plan milestones and schedule commitments. | X | |||
| PM33 | Resource Management | Submit, review, and manage data about resources and their use. | X | |||
| PM34 | Contract Management | Monitor compliance with contract terms. | X | |||
| PM35 | Contract Management | Monitor and revise contracts as applicable and review recommended contract modifications provided by FYF Portal Implementation Team. | X | |||
| PM36 | Contract Management | Provide data required to assess performance criteria and holdbacks (if applicable). | X | |||
| PM37 | Contract Management | Identify and manage performance criteria and holdbacks (if applicable). | X | |||
| PM38 | Contract Management | Approve or reject Change Requests as per contracted Change Control process. | X | |||
| PM39 | Contract Management | Work collaboratively with FYF Portal Implementation Team to ensure timely and well-defined contract execution for subsequent services beyond the current services being delivered. | X | |||
| PM40 | Financial Management | Monitor and manage financial administration practices and procedures associated with the contract. | X | |||
| PM41 | Financial Management | Monitor and manage financial administration practices and procedures associated with the entire program. | X | |||
| PM42 | Financial Management | Maintain an audit trail and records of all costs and associated time and expenses incurred under the contract. | X | |||
| PM43 | Financial Management | Review and approve or otherwise reject and request for clarifications for records of costs and associated time and expenses incurred under the contract. | X | |||
| PM44 | Performance Management | Review and monitor Vendor performance against agreed upon performance criteria. | X | |||
| PM46 | Performance Management | Conduct periodic and formal reviews and reports on root causes of service delivery issues or other relationship related matters, and document and provide root cause fixes. | X | |||
| PM47 | Performance Management | Ensure Value Realization metrics are recorded and complied with throughout the execution of all contracted services. | X | |||
| PM48 | Performance Management | Conduct phase completion satisfaction surveys to get multiple stakeholder perspectives on Vendor performance. | X | |||
| PM49 | Performance Management | Conduct phase completion satisfaction surveys to get multiple stakeholder perspectives on team performance. | X | |||
| PM50 | Performance Management | Participate in and review satisfaction surveys and determine necessary improvement action items. | X | |||
| PM51 | Performance Management | Participate in any independent quality or risk assessment reviews that FYF Portal Implementation Team has contracted with an independent 3rd party. | X | |||
| PM52 | Benefits Realization | Collaborate with key stakeholders / leads to determine appropriate KPIs that align with desired business outcomes. | X | |||
| PM53 | Benefits Realization | Create benefits realization framework and process to measure the KPIs; establish process to review progress. | X | |||
| PM54 | Benefits Realization | Approve the process to manage benefits realization. | X | |||
| PM55 | Benefits Realization | Assign ownership and accountability as to who owns and tracks the actual benefits and provides the benefit/outcome data. | X | |||
| PM56 | Benefits Realization | Recommend a periodic feedback mechanism to validate initial business case assumptions / bring back lessons learned to calibrate benefits realization. | X |
1. Planning & Design
| ID | Capability | Service | Vendor Responsibility | CCWD or representative | Vendor Acknowledgement | Comments |
| PD01 | Planning | Educate Vendor on intended business capabilities, processes, technology, business unit, geographic scope, and any dependent initiatives being planned for or in-progress. | X | |||
| PD02 | Planning | Refine/articulate more clearly the intended scope of the planned solution; refine Vendor’s proposed Project Scope/Charter. | X | |||
| PD03 | Planning | Approve the Project Scope / Charter. | X | |||
| PD04 | Planning | Inform Vendor of Find Your Future Portal’s team resource assumptions. | X | |||
| PD05 | Planning | Validate the Key Personnel and Design resources on the team as well as the timing of when resources are engaged. Collaborate to make necessary adjustments. Confirm overall development estimates, schedule, milestones, dependencies, and resource plan. | X | |||
| PD06 | Planning | In collaboration with the Find Your Future Portal Implementation Program Manager, determine resourcing (e.g., offshore vs. onshore mix; Vendor vs. Find Your Future Portal Implementation mix). | X | |||
| PD07 | Planning | Evaluate and approve the project resourcing mix and/or advise for modifications, assess impact due to changes and provide approval. | X | |||
| PD08 | Planning | Provide information about any mandated or expected milestones, blackout periods (if applicable), and any other known schedule assumptions or constraints. | X | |||
| PD09 | Planning | Refine the proposed Milestone-Based Project Plan for the entire program (through final rollout and support) and design a detailed Design Phase Project Plan. | X | |||
| PD10 | Planning | Approve the Design Phase Project Plan. | X | |||
| PD11 | Planning | Provide information regarding the proposed implementation approach, methodologies, tools, accelerators, and other embedded best practices that will be applied. | X | |||
| PD12 | Planning | In collaboration with the Find Your Future Portal Implementation Program Manager, determine applicability of Agile development approach for Build activities. | X | |||
| PD13 | Planning | Constantly update and make available methodology, tools, and templates in a Find Your Future Portal Implementation’s environment (Teams, SharePoint). | X | |||
| PD14 | Planning | Review and approve the methodologies, tools and templates proposed in all phases. | X | |||
| PD15 | Planning | Provide Find Your Future Portal Implementation considerations regarding project timing, dependencies, risks, and roll out phasing. | X | |||
| PD16 | Planning | Facilitate discussions to provide experience-based and proactive advice regarding options and best practices to help refine the current rollout strategy. Make updates to the Milestone-Based Plan and the detailed Design Plan as needed. | X | |||
| PD17 | Planning | Provide information on the current state of applications, data, processes, and challenges. | X | |||
| PD18 | Planning | Incorporate business context into integration, data, and change management planning. | X | |||
| PD19 | Planning | Validate the Applications Inventory (Exhibit B – Application Inventory as a reference) to determine which applications become redundant on account of implementing the new Find Your Future Portal solution and hence can be retired vs those that uniquely provide business functions and hence need to be retained. | X | |||
| PD20 | Planning | Finalize the proposed System and Data Integration Strategy and Plan based on the solution, deployment and rollout scope. | X | |||
| PD21 | Planning | Review, approve or reject, and refine the Integration Strategy and Plan. | X | |||
| PD22 | Planning | Finalize the proposed Data Cleansing/Normalization/Migration Plan based on the solution and rollout scope; assign activities / responsibilities to the impacted FYF Portal Implementation Team resources. | X | |||
| PD23 | Planning | Review, approve or reject, and refine the Data Cleanse/Migration Strategy and Plan. | X | |||
| PD24 | Planning | Collaborate with the Software and Hardware Vendor in developing an Infrastructure/Operations Strategy (DR, load balancing) and Plan based on the solution and rollout scope. | X | |||
| PD25 | Planning | Support FYF Portal Implementation Team in establishing the Infrastructure / Operations Plan. | X | |||
| PD26 | Planning | Assist in developing an Infrastructure/Operations Strategy and Plan based on the solution and rollout scope. | X | |||
| PD27 | Planning | Review, approve or reject, and refine the Infrastructure / Operations Strategy and Plan. | X | |||
| PD28 | Planning | Provide insight regarding areas of high change impact, stakeholder organization (business and IT), and current state pain/future state benefit expectations. | X | |||
| PD29 | Planning | Lead Organizational Change Management (OCM) planning for the full project that includes stakeholder engagement, communications, and training. | X | |||
| PD30 | Planning | Review, approve/reject, refine or assign to a 3rd Party the OCM Planning & Execution. | X | |||
| PD31 | Planning | Finalize the proposed project management approach including toolset and processes to be used to maintain and share schedules, plans, design work products and documents, etc. | X | |||
| PD32 | Planning | Review, approve or reject, and refine the PM approach. | X | |||
| PD33 | Planning | Prepare Core Team Training or Design Prototype environment required before the Design phase begins. | X | |||
| PD34 | Planning | Validate the total cost of the Design phase and refine estimates for the remaining phases. | X | |||
| PD35 | Planning | Prepare Core Team Training Plan and materials. | X | |||
| PD36 | Planning | Conduct Core Team training. | X | |||
| PD37 | Planning | Participate in Core Team training. | X | |||
| PD38 | Planning | Identify partner systems capable of credential push or import and define ingestion methods, consent workflows, and verification requirements. | X | X | ||
| PD39 | Planning | Identify third‑party credentialing platforms and define ingestion, consent, verification, and metadata normalization workflows. | X | |||
| PD40 | Fit/Gap & Requirements Analysis | Provide access to business and IT process owners, leads, and subject matter experts. | X | |||
| PD41 | Fit/Gap & Requirements Analysis | Provide gap/fit methodology, templates, a pre-configured solution, and tools. Provide timely knowledge transfer to FYF Portal Implementation Team personnel before heavy activity usage. | X | |||
| PD42 | Fit/Gap & Requirements Analysis | Provide experienced consultants, knowledgeable in the solution and multi agency, statewide customer experience best practices, to provide expert guidance while avoiding inefficiencies from “blank sheet of paper” design or sub-optimal configuration that requires downstream re-work. | X | |||
| PD43 | Fit/Gap & Requirements Analysis | Prepare, organize and conduct gap/fit and workstream specific workshops with required stakeholders. | X | |||
| PD44 | Fit/Gap & Requirements Analysis | Participate in the workshops. | X | |||
| PD45 | Fit/Gap & Requirements Analysis | Proactively recommend multi agency, statewide, customer experience industry best practices in business processes and solution configuration handling within our industry. Incorporating emerging technology capabilities such as AI, RPA, advanced analytics, and workflows as appropriate. | X | |||
| PD46 | Fit/Gap & Requirements Analysis | Recommend business process changes and new business process flows and advise as to the relative change impact and value. | X | |||
| PD47 | Fit/Gap & Requirements Analysis | As applicable, identify/recommend development needed or alternative 3rd party solutions to close gaps not easily handled by the proposed solution. | X | |||
| PD48 | Fit/Gap & Requirements Analysis | Document gaps and recommendations identified during the Gap/Fit workshops and review iteratively with Find Your Future Portal Implementation stakeholders to achieve consensus. | X | |||
| PD49 | Fit/Gap & Requirements Analysis | Document key decisions (and the rationale) that are derived from the Gap/Fit Analysis. Documentation needs to be concise and easily understood so it can effectively communicate to multiple audiences who may be impacted by the decision. | X | |||
| PD50 | Fit/Gap & Requirements Analysis | Translate Gap/Fit Analysis results into refined and/or additional functional and technical requirements. Evolve and update to maintain requirements traceability. | X | |||
| PD51 | Fit/Gap & Requirements Analysis | Review, refine, and approve or reject Gap/Fit Analysis deliverables and recommendations. This may include secondary research to confirm recommendations as needed. | X | |||
| PD52 | Fit/Gap & Requirements Analysis | Review, refine, and approve or reject key decisions. | X | |||
| PD53 | Fit/Gap & Requirements Analysis | Review, refine, and approve or reject updated functional and technical requirements. | X | |||
| PD54 | Solution Design | Provide design methodology and design standards and provide timely education of the use of methods/tools to the Core Team. | X | |||
| PD55 | Solution Design | Provide industry, solution, and process-specific expertise and build best practices into the design to minimize downstream re-work or sub-optimal business process or technical performance. Incorporating emerging technology such as AI, RPA, advanced analytics, and workflows where appropriate. | X | |||
| PD56 | Solution Design | Based on Gap/Fit results, finalize inventories of reports/dashboards, interfaces, data conversions, extensions/customizations, forms, workflows, and mobile applications that need to be designed, built and deployed. | X | |||
| PD57 | Solution Design | Based on Gap/Fit results, clearly articulate, document, and demonstrate the baseline configuration using out-of-the-box capabilities. | X | |||
| PD58 | Solution Design | Identify and create Business Process Change and Business Process Re-Engineering design documentation to help communicate change impacts to the business stakeholders. | X | |||
| PD59 | Solution Design | Identify and create IT Operating Model Change and Transition design documentation to help communicate change impacts to the IT stakeholders. | X | |||
| PD60 | Solution Design | Throughout the design process, consider business context and impacts by working collaboratively with process owners, leads, and SMEs. | X | |||
| PD61 | Solution Design | Throughout the design process, consider data, security, infrastructure, integration, and support context and impacts by working collaboratively with process owners, leads, and SMEs. | X | |||
| PD62 | Solution Design | Review, refine, and approve or reject development object inventories and baseline configuration design. | X | |||
| PD63 | Solution Design | Develop functional specifications, as required, for approved development object inventories. | X | |||
| PD64 | Solution Design | Develop technical specifications, as required, for approved development object inventories. | X | |||
| PD65 | Solution Design | Develop / validate hardware & network specifications for installing the various environments, for approved performance levels, fault tolerance and disaster recovery capabilities. | X | |||
| PD66 | Solution Design | Develop/configure prototypes as required to support iterative/agile design where practical. | X | |||
| PD67 | Solution Design | Review, refine, and approve or reject design deliverables, specifications/documents, and prototypes for all required environments including DR. | X | |||
| PD68 | Solution Design | Prepare configuration/build/test estimates aligned with the approved Design. | X | |||
| PD69 | Solution Design | Review, refine, and approve Configuration/Build/Test estimates. | X | |||
| PD70 | Solution Design | Provide guidance on data governance best practices that can be incorporated into Find Your Future Portal Implementation’s business and IT data creation and maintenance processes. | X | |||
| PD71 | Solution Design | Provide target state data knowledge and expertise to help guide data cleanse/normalization/rationalization activities and guidance on archiving and accessibility of legacy data than will not be migrated. | X | |||
| PD72 | Solution Design | Recommend data cleanse/normalization/rationalization and migration tools that should be leveraged within the context of the proposed software to make migration more efficient. | X | |||
| PD73 | Solution Design | Develop Data Retention and Archiving Design that articulates legacy and ongoing data retention governance, policy, and process direction for the program. | X | |||
| PD74 | Solution Design | Review, refine, and approve or reject Data Migration Design deliverables. | X | |||
| PD75 | Solution Design | Provide guidance on reporting capabilities in the end-to-end process design; fully leverage the Find Your Future Portal solution’s embedded analytics capabilities. | X | |||
| PD76 | Solution Design | Assess existing reports for content, usability and usage; propose options to rationalize the number of reports | X | |||
| PD77 | Solution Design | Collaborate, review and approve the proposals put forth by the Vendor. | X | |||
| PD78 | Solution Design | Create practical and relevant prototypes that can help communicate the shift in user thinking (at Executive, Operational Management, Super User, and Regular End User levels) about how information can be delivered to their devices with the future solution. Prototypes should be quickly and iteratively delivered (agile approach), leveraging out-of-box role-based reporting, dashboards, and personalization features. | X | |||
| PD79 | Solution Design | Provide proactive guidance to fully leverage mobile reporting capabilities where relevant. | X | |||
| PD80 | Solution Design | Provide proactive guidance to fully leverage drill-through reporting capabilities delivered out-of-the box with the proposed software solution. | X | |||
| PD81 | Solution Design | Provide proactive guidance to fully leverage exception and alert-based reporting capabilities, supported by workflow, delivered out-of-the box with the proposed software solution. | X | |||
| PD82 | Solution Design | Recommend any additional reporting and analytics tools that should be leveraged within the context of the proposed software. | X | |||
| PD83 | Solution Design | Develop Reporting/Analytics/Data Warehouse Architecture Design that depicts the enterprise-wide information management approach for the project. | X | |||
| PD84 | Solution Design | Review, refine, and approve or reject Reporting/Analytics Design deliverables. | X | |||
| PD85 | Solution Design | Provide proactive guidance and fully leverage available APIs, pre-built integration code, services-oriented architectures into integration capabilities. | X | |||
| PD86 | Solution Design | Provide expertise that can effectively collaborate with internal and third-party personnel supporting key known integration points. | X | |||
| PD87 | Solution Design | Provide technical expertise that can provide proactive guidance to identify potential integration bottlenecks that could cause performance issues as organization scales up. Include specific design recommendations to mitigate technical performance risk. | X | |||
| PD88 | Solution Design | Recommend any additional integration tools that should be leveraged within the context of the proposed software. | X | |||
| PD89 | Solution Design | Review, refine, and approve or reject integration Design deliverables. | X | |||
| PD90 | Solution Design | Provide proactive guidance to help design the appropriate level of role-based security. | X | |||
| PD91 | Solution Design | Provide technical expertise to ensure that there are appropriate security controls inherent in the design to adhere to data segregation between the Client and its legal affiliates. | X | |||
| PD92 | Solution Design | Ensure there is a security plan inclusive of standards. | X | |||
| PD93 | Solution Design | Review, refine, and approve or reject Security Design deliverables. | X | |||
| PD94 | Solution Design | Design the Digital Wallet architecture, credential ingestion workflows, verification processes, and sharing rules in alignment with State privacy, consent, and security requirements. | X | |||
| PD95 | Test Planning & Design | Develop the Testing Strategy, Test Plan, and Test Scripts that, at a minimum, covers Unit Test, Function Test, System Integration Test, Mock Migration Test, Performance/Load Test, Disaster Recovery, and User Acceptance Test activities within the end-to-end solution scope. | X | |||
| PD96 | Test Planning & Design | Work with the Test Lead and SMEs to plan and design a true end-to-end test environment. End-to-end includes testing from/to key third party platforms. | X | |||
| PD97 | Test Planning & Design | Provide a Testing Lead and IT SMEs to work collaboratively with the Vendor. | X | |||
| PD98 | Test Planning & Design | Review and approve the Test Scripts to be used in the testing process; provide any existing scripts that can be utilized as is or with any modifications. | X | |||
| PD99 | Test Planning & Design | Recommend any preconfigured test accelerators or third-party solutions that Find Your Future Portal can leverage for operation & maintenance of the software solution. | X | |||
| PD100 | Test Planning & Design | Approve or reject Vendor recommendation and initiate procurement and implementation related decisions. | X | |||
| PD101 | Test Planning & Design | Recommend and assist with design and development of an automated testing framework. Assist with the training to testers on this framework and the oversight of the execution of the framework. | X | |||
| PD102 | Test Planning & Design | Work with the Testing Lead to develop a Testing Work Plan and Defect Management Plan that provides the specific timing, dependencies, resource requirements, objectives, and evaluation for Test Execution and Issue Monitoring. | X | |||
| PD103 | Test Planning & Design | Review, refine, and approve or reject Test Planning and Design deliverables. | X | |||
| PD104 | Benefits Realization | Provide benefits realization methodology and tools and provide timely education of the use of the methods/tools to the Core Team. | X | |||
| PD105 | Benefits Realization | Proactively provide industry, solution, and process-specific expertise that will build best practices into the benefits realization Design and optimize business process performance and solution adoption. | X | |||
| PD106 | Benefits Realization | Work with Process Lead and SMEs as well as Technical Lead and SMEs, to develop initial benefits realization Design that links articulated benefit statements to the required solution (e.g., software, process, role, key decision) component(s) that will enable the benefits. | X | |||
| PD107 | Benefits Realization | Review and approve or else request to modify the plan in order to align with the business case. | X | |||
| PD108 | Benefits Realization | Provide initial insights into potential quantified value opportunities from experience with similar clients and/or benchmark data. | X | |||
| PD109 | Benefits Realization | Provide current state baseline operating metrics. | X | |||
| PD110 | Benefits Realization | Business Value Drivers: For each end-to-end process provide future state governance, SLAs, and measurable KPIs. | X | |||
| PD111 | Benefits Realization | Throughout the Design process, consider Find Your Future Portal's business context and impacts by working collaboratively with the Process Lead and SMEs in all benefits realization Design activities. | X | |||
| PD112 | Benefits Realization | Review, refine, and approve or reject the benefits realization Design deliverables. | X | |||
| PD113 | User Experience Research and Validation | Develop and submit the User Research and Usability Validation Plan; identify research questions, methods, participant criteria, accessibility and language accommodations, consent and privacy controls, schedules, instruments, and expected deliverables; prepare and facilitate State-authorized interviews, workshops, focus groups, observations, co-design sessions, prototype reviews, usability tests, accessibility tests, and plain-language or comprehension tests; analyze and document findings; maintain design-decision, issue, recommendation-disposition, and remediation records; maintain traceability to requirements, designs, backlog items, configurations, test cases, defects, and release decisions; and correct or propose remediation for identified material issues. | X |
2. Config, Build, Test
| ID | Capability | Service | Vendor Responsibility | CCWD or representative | Vendor Acknowledgement | Comments |
| CBT01 | Configuration | Provide ongoing guidance and knowledge transfer to the Find Your Future Portal Implementation Core Team and SMEs regarding configuration best practices, standards, methodologies, understanding of embedded business rules, etc. throughout the configuration effort. | X | |||
| CBT02 | Configuration | Proactively provide industry, solution, and process-specific expertise that will fully leverage best practices into the configured solution to minimize downstream re-work or sub-optimal business process or technical performance. | X | |||
| CBT03 | Configuration | Based on Design results, clearly document the Baseline Configuration. | X | |||
| CBT04 | Configuration | Configure the baseline solution within the agreed upon scope, to be specified in the SOW. In addition to the various ways that business rules can be configured via table, parameter, algorithm, etc. Settings and calculations, workflow/alert, embedded analytics, and role-based security setup is also included. | X | |||
| CBT05 | Configuration | Facilitate and lead configuration reviews within and across process teams. Help the Find Your Future Portal Implementation SMEs understand, consider, and implement in an optimal fashion the cross-functional configuration impact. | X | |||
| CBT06 | Configuration | Complete unit testing of each configured component, utilizing the appropriate tools and documentation. | X | |||
| CBT07 | Configuration | Provide documentation in agreed to configuration management toolset/method for configuration decisions and parameter set-up. Find Your Future Portal ideally would like to leverage any pre-configured industry solution that is available either through the software vendor or provided by the Vendor. | X | |||
| CBT08 | Configuration | Update Attachment 7 – CCWD FYF Portal Requirements Traceability Matrix based on configuration decisions. | X | |||
| CBT09 | Configuration | Identify configuration decisions that will require process changes that stakeholders need to be prepared for. | X | |||
| CBT10 | Configuration | Analyze and approve process changes recommended. | X | |||
| CBT11 | Configuration | Work with the Organizational Change Management team to document and execute specific process change management training and communications activities required. | X | |||
| CBT12 | Configuration | Throughout the configuration process, the Vendor will consider Find Your Future Portal business context and impacts by working collaboratively with Find Your Future Portal business process owners, leads, and SMEs. | X | |||
| CBT13 | Configuration | Review, refine, and approve or reject completion of Configuration activities (e.g., configuration, unit testing, documentation, knowledge transfer) across all functional domains. | X | |||
| CBT14 | Configuration | Configure credential storage, metadata fields, verification workflows, and user‑controlled sharing options within the Digital Wallet. | X | |||
| CBT15 | Build | Develop APIs, secure file‑transfer processes, and ingestion pipelines for partner‑provided credentials. | X | |||
| CBT16 | Build | Develop secure API connectors and ingestion pipelines supporting credential exchange with external credential providers approved by the State. | ||||
| CBT16 | Build | In collaboration with the Find Your Future Portal Implementation Project Manager, co-manage the Build schedule and resource plan. | X | |||
| CBT17 | Build | Provide ongoing guidance and knowledge transfer to the Find Your Future Portal Implementation Core Team and SMEs regarding Build best practices, standards, methodologies, and tools inherent in the proposed solution and associated development environment. | X | |||
| CBT18 | Build | Proactively provide solution-specific expertise that will fully leverage best practices into all built components to provide for agility, scalability and technical performance | X | |||
| CBT19 | Build | Review and approve or reject any changes or additions to Find Your Future Portal Implementation’s current development standards, methodologies, policies, procedures, etc. | X | |||
| CBT20 | Build | Manage the Build schedule and resource plan. | X | |||
| CBT21 | Build | Help establish and manage systems and database operations procedures related to the proposed software. | X | |||
| CBT22 | Build | Build required Find Your Future Portal Implementation environments (infrastructure) and DR environment(s). | X | |||
| CBT23 | Build | In collaboration with the software vendor, ensure that systems operations are stable and managed. | X | |||
| CBT24 | Build | In collaboration with the Find Your Future Portal Implementation IT Lead, establish operations and administration procedures and tools related to code migration, including version control. | X | |||
| CBT25 | Build | In collaboration with the Find Your Future Portal Implementation IT Lead, ensure that all configuration and build effort adheres to security and control requirements. | X | |||
| CBT26 | Build | Establish development and test access to all required legacy applications, middleware, data, reports, and tools that need to interact with the proposed solution. | X | |||
| CBT27 | Build | Identify build approaches, methods, tools, and role changes that will require Operating Model and competency/skill changes that IT stakeholders need to be prepared for. | X | |||
| CBT28 | Build | Analyze impact of changes, approve and act on the changes or otherwise suggest alternatives to the recommendations. | X | |||
| CBT29 | Build | Work with the Organizational Change Management team to execute specific change management training and communications activities required to transition to the new IT support model. | X | |||
| CBT30 | Build | Throughout the Build process, the Vendor will consider Find Your Future Portal Implementation’s business contexts and impacts by working collaboratively with Find Your Future Portal Implementation business process owners, leads, and SMEs. | X | |||
| CBT31 | Build | Throughout the Build process, the Vendor will consider Find Your Future Portal Implementation’s IT data, security, infrastructure, integration, and support context and impacts by working collaboratively with Find Your Future Portal Implementation IT process owners, leads, and SMEs in all Build activities. | X | |||
| CBT32 | Build | Maintain / refine Design deliverables and Specifications / documents. | X | |||
| CBT33 | Build | Review and approve or reject Design deliverables and Specifications / documents. | X | |||
| CBT34 | Build | Provide proactive guidance and work collaboratively with Find Your Future Portal Implementation Reporting/Analytics Lead and Business Process Leads to embed reporting capabilities in the end-to-end process and leverage proposed Find Your Future Portal’s embedded analytics capabilities to the fullest extent. | X | |||
| CBT35 | Build | Rationalize existing reports as determined during the planning stage. | X | |||
| CBT36 | Build | Where applicable, build practical and relevant prototypes that can help communicate the shift in user thinking (at Executive, Operational Management, Super User, and Casual User levels) about how information can be delivered to their desktops / mobile devices with the future solution. Prototypes should be quickly and iteratively delivered (agile approach), leveraging out-of-box role-based reporting, dashboards, and personalization features. | X | |||
| CBT37 | Build | Provide proactive guidance and work collaboratively with Find Your Future Portal Implementation Reporting/Analytics Lead and Business Process Leads to fully develop mobile reporting capabilities where relevant. | X | |||
| CBT38 | Build | Provide proactive guidance and work collaboratively with Find Your Future Portal Implementation Analytics Lead and Business Process Leads to fully leverage exception and alert-based reporting capabilities, supported by workflow, delivered out-of-the box with the proposed software solution. | X | |||
| CBT39 | Build | Participate in/facilitate reporting/analytics development work sessions, as needed. | X | |||
| CBT40 | Build | Develop non-standard / customized reports | X | |||
| CBT41 | Build | As needed, build flexible and high performing data integrations required to utilize data stored in BI, Data Warehouse, Data Mart, etc. Solutions that are part of the approved Reporting/Analytics design. This would include any data rebuild components for any new fields added. | X | |||
| CBT42 | Build | Develop programs and jobs that meet Data Retention and Archiving requirements approved during the Design. | X | |||
| CBT43 | Build | Unit test all developed reporting objects. Fix any defects until unit test passes. | X | |||
| CBT44 | Build | Update all applicable functional and technical specifications for Vendor-developed reporting objects. | X | |||
| CBT45 | Build | Unit test all Find Your Future Portal-developed reporting objects. Fix any defects until unit test passes. | X | |||
| CBT46 | Build | Update all applicable functional and technical specifications for Find Your Future Portal-developed reporting objects. | X | |||
| CBT47 | Build | Provide knowledge transfer to Find Your Future Portal IT for all Vendor-developed reporting objects and associated tools/operating/support procedures. | X | |||
| CBT48 | Build | Review and approve or reject all unit-tested Reporting/Analytics objects and associated capabilities. | X | |||
| CBT49 | Build | Provide proactive guidance and work collaboratively with Find Your Future Portal Technical Lead to fully leverage available citizen experience, digital government, or multi-agency portal solution(s) software APIs, pre-built integration code, services-oriented architectures, etc. into integration capabilities, with also a view to simplifying the IT footprint through retirement of unnecessary edge applications. | X | |||
| CBT50 | Build | Provide expertise that can effectively collaborate with Find Your Future Portal’s internal and 3rd party personnel supporting key known integration points. | X | |||
| CBT51 | Build | Provide technical expertise and work collaboratively with Find Your Future Portal Implementation Technical Lead to provide proactive guidance to identify potential integration bottlenecks that could cause performance issues as Find Your Future Portal Implementation scales up. | X | |||
| CBT52 | Build | Participate in/facilitate interface development work sessions, as needed. Provide timely decisions | X | |||
| CBT53 | Build | Develop all approved interfaces that are assigned to the Vendor. | X | |||
| CBT54 | Build | Unit test all Vendor-developed interface objects. Fix any defects until unit test passes. | X | |||
| CBT55 | Build | Update all applicable functional and technical specifications for Vendor-developed interface objects. | X | |||
| CBT56 | Build | Unit test all Find Your Future Portal-developed interface objects. Fix any defects until unit test passes. | X | |||
| CBT57 | Build | Update all applicable functional and technical specifications for Find Your Future Portal-developed interface objects. | X | |||
| CBT58 | Build | Provide knowledge transfer to Find Your Future Portal IT for all Vendor-developed interface objects and associated tools/operating/support procedures. | X | |||
| CBT59 | Build | Review and approve or reject all unit-tested Interface objects and associated capabilities. | X | |||
| CBT60 | Build | Provide proactive guidance and work collaboratively with FYF Portal Implementation Team on data management and integration development that needs to be included in the Build effort. | X | |||
| CBT61 | Build | Provide proactive guidance and work collaboratively with FYF Portal Implementation Team Analytics Lead and Business Process Leads on data governance best practices that may be incorporated into FYF Portal Implementation Team’s business and IT data creation and maintenance processes. | X | |||
| CBT62 | Build | Provide target state data knowledge and expertise to help guide Find Your Future Portal’s data normalization and extract-transform-load (ETL) development effort. Participate in/facilitate data conversion work sessions, as needed. | X | |||
| CBT63 | Build | Develop all approved automated data conversion transform/load programs, preferably leveraging pre-configured data import acceleration tools and scripts. | X | |||
| CBT64 | Build | Recommend data extract strategy. | X | |||
| CBT65 | Build | Perform data extract from legacy systems. | X | |||
| CBT66 | Build | Apply the data extract programs and tools to migrate the data into the staging environment. | X | |||
| CBT67 | Build | Coordinate and execute manual loads. | X | |||
| CBT68 | Build | Manage and execute all data normalization activities, including any modifications needed to legacy applications that are the source of converted data. | X | |||
| CBT69 | Build | Provide support during the data extraction, testing and loading activities, preferably using preconfigured test acceleration tools and scripts. | X | |||
| CBT70 | Build | Unit test all developed data conversion objects. Fix any defects until unit test passes. | X | |||
| CBT71 | Build | Update all applicable functional and technical specifications for developed data conversion objects. | X | |||
| CBT72 | Build | Unit test all Find Your Future Portal-developed automated data cleanse and data conversion objects. Fix any defects until unit test passes. | X | |||
| CBT73 | Build | Update all applicable functional and technical specifications for Find Your Future Portal-developed data cleanse and data conversion objects. | X | |||
| CBT74 | Build | Provide knowledge transfer to FYF Portal Implementation Team IT for all developed data cleanse and data conversion objects and associated tools/operating/support procedures. | X | |||
| CBT75 | Build | Review and approve or reject all unit-tested data cleanse and data conversion objects and associated capabilities. | X | |||
| CBT76 | Build | Validate and approve or reject converted data loaded into the new solution. | X | |||
| CBT77 | Build | Prepare an overall data migration related configurations plan. | X | |||
| CBT78 | Build | Approve the overall data migration related configurations plan. | X | |||
| CBT79 | Build | Execute overall data migration related configurations. | X | |||
| CBT80 | Build | In collaboration with the FYF Portal Implementation Team IT Lead, establish operations and administration procedures and tools related to data migration. | X | |||
| CBT81 | Build | Lead execution and document the results of all mock data migration test cycles, including creation and management of test cases (preferably from a start point of predesigned test cases). | X | |||
| CBT82 | Build | Manage the testing schedule and environment and all related code migration and version control. | X | |||
| CBT83 | Build | Provide proactive guidance and work collaboratively with FYF Portal Implementation Team Technical Lead to leverage best practices into extensions and customizations within the extensibility toolset provided by the proposed solution. | X | |||
| CBT84 | Build | Provide technical expertise and work collaboratively with FYF Portal Implementation Team Technical Lead to identify potential bottlenecks that could cause performance issues. | X | |||
| CBT85 | Build | Lead extension/customization development work sessions. | X | |||
| CBT86 | Build | Develop all approved extensions/customizations that are assigned to the Vendor. | X | |||
| CBT87 | Build | Unit test all Vendor-developed extension/customized objects. Fix any defects until unit test passes. | X | |||
| CBT88 | Build | Update all applicable functional and technical specifications for Vendor-developed extension/customized objects. | X | |||
| CBT89 | Build | Develop all approved extensions/customizations that are assigned to Find Your Future Portal. | X | |||
| CBT90 | Build | Unit test all Find Your Future Portal-developed extension/customized objects. Fix any defects until unit test passes. | X | |||
| CBT91 | Build | Update all applicable functional and technical specifications for Find Your Future Portal-developed extension/customized objects. | X | |||
| CBT92 | Build | Provide knowledge transfer to FYF Portal Implementation Team IT for all Vendor-developed extension/customized objects and associated tools/operating/support procedures. | X | |||
| CBT93 | Build | Review and approve or reject all unit-tested extension/customized objects and associated capabilities. | X | |||
| CBT94 | Build | Provide proactive guidance and work collaboratively with FYF Portal Implementation Team Technical Lead to leverage out-of-the-box capabilities and templates within the proposed solution for forms development. | X | |||
| CBT95 | Build | Provide technical expertise and work collaboratively with FYF Portal Implementation Team Technical Lead to identify potential bottlenecks that could cause performance issues. | X | |||
| CBT96 | Build | Lead forms development work sessions, as needed. | X | |||
| CBT97 | Build | Develop all approved forms that are assigned to the Vendor. | X | |||
| CBT98 | Build | Unit test all Vendor-developed forms. Fix any defects until unit test passes. | X | |||
| CBT99 | Build | Update all applicable functional and technical specifications for Vendor-developed forms. | X | |||
| CBT100 | Build | Develop all approved forms that are assigned to Find Your Future Portal. | X | |||
| CBT101 | Build | Unit test all Find Your Future Portal-developed forms. Fix any defects until unit test passes. | X | |||
| CBT102 | Build | Update all applicable functional and technical specifications for Find Your Future Portal-developed forms. | X | |||
| CBT103 | Build | Provide knowledge transfer to FYF Portal Implementation Team IT for all Vendor-developed forms and associated tools/operating/support procedures. | X | |||
| CBT104 | Build | Review and approve or reject all unit-tested forms and associated capabilities. | X | |||
| CBT105 | Build | Provide proactive guidance and work collaboratively with FYF Portal Implementation Team Technical Lead to leverage out-of-the-box capabilities and templates within the proposed solution for development of workflows. | X | |||
| CBT106 | Build | Provide technical expertise and work collaboratively with FYF Portal Implementation Team Technical Lead to identify potential bottlenecks that could cause performance issues related to workflows. | X | |||
| CBT107 | Build | Participate in/facilitate workflow development work sessions, as needed. | X | |||
| CBT108 | Build | Develop all approved workflows that are assigned to the Vendor. | X | |||
| CBT109 | Build | Unit test all Vendor-developed workflows. Fix any defects until unit test passes. | X | |||
| CBT110 | Build | Update all applicable functional and technical specifications for Vendor-developed workflows. | X | |||
| CBT111 | Build | Develop all approved workflows that are assigned to FYF Portal Implementation Team. | X | |||
| CBT112 | Build | Unit test all Find Your Future Portal-developed workflows. Fix any defects until unit test passes. | X | |||
| CBT113 | Build | Update all applicable functional and technical specifications for FYF Portal Implementation Team-developed workflows. | X | |||
| CBT114 | Build | Provide knowledge transfer to FYF Portal Implementation Team IT for all Vendor-developed workflows and associated tools/operating/support procedures. | X | |||
| CBT115 | Build | Review and approve or reject all Vendor unit-tested workflows and associated capabilities. | X | |||
| CBT116 | Build | Provide proactive guidance and work collaboratively with FYF Portal Implementation Team’s Technical Lead to leverage available mobile applications, templates, and development tools inherent within the proposed solutions. | X | |||
| CBT117 | Build | Provide technical expertise and work collaboratively with FYF Portal Implementation Team’s Technical Lead to identify potential device-specific constraints that could cause performance or user issues. | X | |||
| CBT118 | Build | Facilitate mobile development work sessions, as needed. | X | |||
| CBT119 | Build | Develop all approved mobile features & functionalities that are assigned to the Vendor. | X | |||
| CBT120 | Build | Thoroughly unit test all developed mobile applications. Fix any defects until unit test passes. | X | |||
| CBT121 | Build | Update all applicable functional and technical specifications for developed mobile applications. | X | |||
| CBT122 | Build | Provide knowledge transfer to FYF Portal Implementation Team’s IT for all Vendor developed mobile applications and associated tools/operating/support procedures. | X | |||
| CBT123 | Build | Review and approve or reject all Vendor unit-tested mobile applications and associated capabilities. | X | |||
| CBT124 | Testing | Test credential ingestion, verification, provenance tracking, and sharing workflows across all environments. | X | X | ||
| CBT125 | Testing | Test ingestion, verification, provenance tracking, and metadata normalization for credentials received from external credential providers. | X | X | ||
| CBT126 | Testing | Provide proactive guidance to leverage Vendor or third-party testing tools, automations and methods agreed to by both parties. | X | |||
| CBT127 | Testing | Oversee that the Vendor is properly utilizing any Find Your Future Portal recommended or provided testing tools and methods agreed to by both parties. | X |
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