Attachment 4 Salesforce - Financial Workbook.xlsx
XLSX spreadsheet 23 KB Posted
- Solicitation number
- 2137738
- Issued by
- New York
About this file
This is a financial workbook attachment supporting the Salesforce Implementation Enterprise Agreement RFP issued by the New York State Office of Information Technology Services (ITS). The procurement seeks a certified Salesforce Consulting Partner to provide professional implementation services under a three-year Enterprise Agreement Contract. The engagement is limited to consulting and professional services only, as all required Salesforce licenses, products, and cloud services have been procured separately and are excluded from this scope. The selected partner will supply qualified personnel aligned to specified roles and job titles as outlined in the bid documentation. No additional Salesforce software, subscriptions, or platform components are included in this procurement.
The financial workbook establishes pricing terms and cost structures for the three-year contract period. The procurement includes specific contracting goals for disadvantaged business enterprises, including a 6.00% Service-Disabled Veteran-Owned Business (SDVOB) goal, a 15.00% Minority Business Enterprise (MBE) goal, and a 15.00% Women Business Enterprise (WBE) goal. No prior identical or substantially similar contracts have been awarded to business enterprises in the past five years. The funding source and budgetary allocation are detailed within the workbook to support the evaluation of proposals and cost comparisons among bidders.
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Bidder Instructions
| Attachment 4 - Financial Bid Workbook |
| RFP C000979 |
| RFP Name: Salesforce Implementation EA |
| Bidder Name: |
| Bidder Address: |
| FINANCIAL BID WORKBOOK |
| Instructions |
| Please use the spreadsheet(s) in Attachment 4 - Financial Bid Workbook (Excel workbook) to submit pricing. Bidders must complete the following information on the spreadsheet: |
| For the "Bid Price (Per Unit)" Cells, Bidders will need to complete ALL PINK Shaded fields contained in Column H. Bidders will need to indicate the Per Unit price for each of the listed products as indicated on the accompanying IFB. Bids with incomplete PINK shaded cells in Column H may be found non-responsive. |
For Reference totaled at the bottom of the Attachment 4 - Bid Template Estimated Annual/Contract spend has been listed. NO ACTUAL SPEND IS GUARANTEED with this RFP.
The proposal with the overall highest discount of MSRP for the three-year period will be selected for award.
Attach 4 - Bid TEMPLATE Attachment 4- Financial Bid Workbook Bidder Grand Total $ - 0
| IFB Name: | Salesforce Implementation EA 3 Year |
| IFB Number: | RFP C000979 |
| Bidder Name: |
| IFB | |||||||
| Item Number | Role | Role Description | Salesforce Part Number (SKU) | MSRP | Unit of Measure | Estimated Qty (Three Years) | Bid Price (Per Unit) |
| 1 | Principal Engagement Manager | This role provides senior-level strategic leadership for client engagements, managing complex stakeholder relationships and ensuring alignment between business objectives and delivery outcomes. They oversee multiple engagement managers and serve as an escalation point for critical decisions, driving value realization and long-term client success. They bring deep expertise in navigating organizational dynamics and securing executive sponsorship. | PEM-100-010 | $ 509.67 | Hour | 1200 | |
| 2 | Engagement Manager | This role focuses on understanding the client's business needs and aligning them with strategic solutions, ensuring successful project delivery and client satisfaction. They guide the client through the project lifecycle and manage relationships to achieve desired outcomes. They act as the primary point of contact, facilitating communication and collaboration between the client and the project team. | EM-100-009 | $ 374.26 | Hour | 7200 | |
| 3 | Salesforce CTO | This role provides elite Salesforce expertise, focusing on achieving targeted outcomes for customers by designing and implementing flexible, well-architected platforms. They help optimize data and launch AI for breakthrough results, aiming for significant ROI and faster project outcomes. They drive innovation and oversee the technical direction to deliver cutting-edge solutions that meet client need | CTO-100-010 | $ 398.51 | Hour | 28800 | |
| 4 | Senior Business Strategy Consultant | A Senior Business Strategy Consultant partners with clients to develop and execute strategic plans that drive business growth and competitive advantage. They provide expert insights and recommendations to help clients navigate complex market dynamics and achieve their long-term objectives. | SBST-100-009 | $ 374.26 | Hour | 3600 | |
| 5 | Business Strategy Consultant | A Business Strategy Consultant analyzes business processes and market dynamics to develop actionable recommendations that improve operational efficiency and competitive positioning. They collaborate with clients to identify growth opportunities and implement strategic initiatives that drive measurable business value. | BST-100-007 | $ 297.57 | Hour | 1800 | |
| 6 | Senior Project Manager | This role oversees complex, large-scale projects with multiple workstreams and cross-functional dependencies. They provide strategic project leadership, manage senior stakeholder expectations, and ensure governance frameworks are followed. A Senior Project Manager mentors other project managers and drives continuous improvement in delivery methodologies to achieve successful outcomes. | SPM-100-008 | $ 374.26 | Hour | 18000 | |
| 7 | Project Manager | This role leads, executes, and delivers projects, collaborating closely with client teams and stakeholders to prioritize requirements and resolve issues efficiently. They ensure projects are completed on time and within scope, driving successful transformations. | PM-100-007 | $ 297.57 | Hour | 18000 | |
| 8 | Principal Solution Architect | This role provides strategic technical vision and architectural governance across enterprise-wide Salesforce implementations. They design scalable, future-proof solutions that address complex business challenges and align with organizational technology roadmaps. A Principal Solution Architect serves as a trusted advisor to senior leadership and ensures architectural excellence across multiple projects. | PSA-100-010 | $ 509.67 | Hour | 1200 | |
| 9 | Senior Solution Architect | This role is similar to a Solution Architect but with more experience, focusing on complex enterprise solutions and strategic roadmaps. They lead discovery sessions and develop technical approaches for large-scale Salesforce projects. A Senior Solution Architect designs comprehensive solutions that address complex business challenges, ensuring they are feasible and aligned with the client's strategic objectives. They provide expert guidance throughout the implementation process to ensure successful delivery. | SSA-100-009 | $ 374.26 | Hour | 18000 | |
| 10 | Solution Architect | This role identifies, develops, and manages technology and enterprise strategic solutions for customer interactions, translating technical needs into Salesforce solutions. A Solution Architect develops and implements technical solutions that meet client requirements, ensuring they are scalable and efficient. They work closely with clients to understand their needs and design solutions that deliver tangible business benefits.They ensure that cloud-based solutions follow best practices and align with business processes. | SA-100-007 | $ 297.57 | Hour | 18000 | |
| 11 | Principal Technical Architect | This role defines and drives the overarching technical strategy for complex enterprise solutions, ensuring alignment with business goals and industry best practices. They provide expert guidance on emerging technologies, establish technical standards, and lead architecture reviews to ensure solutions are scalable, secure, and maintainable. A Principal Technical Architect mentors technical teams and serves as the ultimate technical authority. | PTA-100-010 | $ 516.71 | Hour | 1200 | |
| 12 | Senior Technical Architect | This role is similar to a Technical Architect but with more experience. This expert designs and blueprints robust Salesforce solutions, ensuring the technical architecture aligns with the client's strategic goals and integrates seamlessly with existing systems. They provide critical technical guidance to make informed architectural decisions. They provide technical leadership and mentorship to other architects. | STA-100-009 | $ 398.51 | Hour | 18000 | |
| 13 | Technical Architect | This role manages the overall environment and release strategy, designing all technical components and conducting security, risk, and platform assessments. They ensure the technical soundness and scalability of solutions. They design and oversee the implementation of technical solutions, ensuring they are aligned with the client's business goals and technical requirements. They provide strategic technical guidance and ensure the architecture is robust, scalable, and secure. | TA-100-007 | $ 343.63 | Hour | 18000 | |
| 14 | Senior Developer | This role is similar to a Developer but with more experience, handling complex coding and configuration, and providing technical guidance to teams. A Senior Developer designs, develops, and maintains software applications, ensuring they meet client requirements and industry standards. They provide technical leadership and mentorship to developers, ensuring high-quality code and efficient development processes. | SDEV-100-005 | $ 256.76 | Hour | 36000 | |
| 15 | Developer | This role integrates business needs with technical capabilities, developing technical solutions through relevant code and configuration for complex business problems. They ensure compliance with code control and documentation processes. They write, test, and maintain code for software applications, ensuring they meet client specifications and industry standards. They collaborate with other team members to deliver high-quality, functional software solutions. | SDEV-100-004 | $ 256.76 | Hour | 45000 | |
| 16 | Solution Consultant | A Solution Consultant works closely with clients to understand their business needs and challenges, and then designs tailored solutions that address those requirements. They provide expert guidance on the implementation and optimization of these solutions, ensuring clients achieve maximum value and improved operational efficiency | SCON-100-006 | $ 248.23 | Hour | 42000 | |
| 17 | Associate Solution Consultant | An Associate Solution Consultant supports the requirements gathering and solution configuration process by working directly with clients to document business needs and perform basic Salesforce setup. They assist in creating demos, preparing documentation, and ensuring smooth communication between stakeholders and the technical team. | SCON-100-005 | $ 134.28 | Hour | 6000 | |
| 18 | Technical Consultant | A Technical Consultant provides hands-on technical expertise to implement and configure complex technical solutions that meet client requirements. They bridge the gap between business needs and technical capabilities, performing advanced configurations, troubleshooting technical issues, and ensuring solutions follow best practices and maintain high quality standards. | TCON-100-005 | $ 256.76 | Hour | 7200 | |
| 19 | Associate Technical Consultant | An Associate Technical Consultant supports technical implementation activities by performing data migrations, building automated workflows, and assisting with basic development tasks. They help troubleshoot issues, maintain technical documentation, and ensure quality standards are met throughout the project lifecycle. | TCONA-100-004 | $ 205.95 | Hour | 2400 | |
| 20 | Quality Assurance Lead | This role defines and implements comprehensive testing strategies to ensure solutions meet quality standards and business requirements. They lead the QA team, oversee test planning and execution, coordinate user acceptance testing, and establish quality metrics. A Quality Assurance Lead ensures defects are identified early and resolved efficiently before deployment. | QAL-100-007 | $ 297.57 | Hour | 18000 | |
| 21 | Quality Assurance Consultant | A Quality Assurance Consultant ensures that products and services meet established standards of quality, including reliability, usability, and performance. They work closely with clients to identify issues and implement solutions that enhance the overall customer experience and satisfaction. | QAC-100-006 | $ 248.23 | Hour | 27000 | |
| 22 | Quality Assurance Associate | A Quality Assurance Associate supports testing efforts by executing test cases, documenting results, and tracking defects. They assist in preparing test data, performing basic regression testing, and ensuring that issues are properly logged and communicated to the development team for resolution. | QAA-100-005 | $ 134.28 | Hour | 15000 | |
| 23 | Principle Human Centered Change Consultant | This role provides strategic change leadership for enterprise-wide transformations, working with C-level executives to design and implement comprehensive change management programs. They assess organizational readiness, develop change strategies that prioritize employee experience, and ensure successful adoption of new technologies and processes across the organization. | PHCC-100-010 | $ 509.67 | Hour | 720 | |
| 24 | Senior Human Centered Change Consultant | This role leads change management initiatives by designing and executing strategies that drive user adoption and minimize resistance. They conduct stakeholder assessments, develop communication plans, and create training programs that ensure employees successfully transition to new systems and ways of working. A Senior Human Centered Change Consultant focuses on maximizing engagement and long-term sustainability. | SHCC-100-009 | $ 374.26 | Hour | 18000 | |
| 25 | Human Centered Change Consultant | A Human Centered Change Consultant focuses on facilitating organizational change by prioritizing the needs and experiences of the people involved. They collaborate with clients to design and implement change strategies that improve employee engagement, productivity, and overall business outcomes. | HCC-100-006 | $ 297.57 | Hour | 18000 | |
| 26 | Experience Architect | This role specializes in designing and architecting user-centered interfaces for Salesforce-based applications and sites. They focus on best practices in user interface and experience to maximize user engagement and platform adoption. An Experience Architect designs and optimizes user experiences across digital and physical touchpoints, ensuring they are intuitive and engaging. They work with clients to create seamless and impactful experiences that enhance customer satisfaction and loyalty. | XA-100-008 | $ 297.57 | Hour | 3600 | |
| 27 | Experience Designer | An Experience Designer creates intuitive and engaging user interfaces for Salesforce applications, ensuring they meet user needs and business objectives. They conduct user research, develop wireframes and prototypes, and collaborate with developers to deliver designs that enhance usability, accessibility, and overall user satisfaction. | XD-100-006 | $ 248.23 | Hour | 3600 |
Note - ITS does not Guarantee any level of spend under this RFP or future contract
File details come from the government source that posted it. Updated .