Attachment 5.xlsx

Instructions Attachment 5 - Vendor CLIN Catalog

-CLIN Group 2000 -CLIN Group 3000 -CLIN Group 4000 -CLIN Group 5000 -CLIN Group 8000 -CLIN Group 9000

Respondents must fully complete the CLIN Catalog by providing all required information for every CLIN included in the proposal. Each row represents a single CLIN. Respondents must not modify the structure, columns, or formulas in the CLIN Catalog.

A CLIN may only be billed independently when it is not included within another CLIN at zero cost. Included CLINs may not be billed separately under any circumstances.

4000 Series recurring CLINs may be independently priced or, when bundled, may only be included within inclusive recurring CLINs in the 9000 Series. A recurring CLIN bundled within a 9000 Series CLIN must remain separately listed at zero cost and may not be billed independently.

1000, 2000, and 3000 Series non recurring CLINs may be bundled within inclusive non recurring CLINs in the 8000 Series and may not be included within any recurring CLIN series. A 5000 Series Integration CLIN required to implement or activate functionality must instead be included at zero cost within the 1000, 2000, or 3000 Series CLIN directly associated with that functionality.

Respondents must complete all fields for every CLIN. If a field does not apply to a CLIN, the Respondent shall enter N/A. Blank required fields may be treated as incomplete.

Respondents must ensure all CLINs in the catalog correspond to CLINs referenced in the proposal, Payment Schedule Table, and invoicing.

Respondents must ensure all included CLINs are listed at zero cost.

Respondents must ensure all CLINs map directly to releases or service periods documented in Attachment 7.

Respondents must not alter the spreadsheet structure, formatting, or formulas.

Universal Rule for Included CLINs All CLINs included within any other CLIN must still be listed as separate CLIN rows in the CLIN Catalog under their appropriate CLIN Series.

Each included CLIN must be priced at zero cost and must include the notation Included in CLIN XXXX in the CLIN Description field.

For a required 5000 Series Integration CLIN, CLIN XXXX must be the applicable 1000, 2000, or 3000 Series CLIN directly associated with the requirement, feature, functionality, or capability supported by the integration.

Bundling does not eliminate the requirement to list each CLIN individually.

Each included CLIN must maintain its own Release or Service Period mapping, SOW Section, Proposal Section, and Product Code.

Instructions for Completing Each Column CLIN Number Provide the unique CLIN number assigned by the Respondent for the proposed item, feature, integration, service period, or bundle.

CLIN Name Provide a concise, descriptive name for the CLIN that matches the terminology used in the proposal.

CLIN Group Identify the CLIN group (1000, 2000, 3000, 4000, 5000, 8000, or 9000) associated with the CLIN.

Non Recurring, Recurring, or Inclusive Select the applicable cost type for the CLIN.

Non recurring CLINs represent one time implementation or configuration work.

Recurring CLINs represent subscription, licensing, hosting, or operations charges.

Inclusive CLINs represent bundles that include multiple CLINs at a single price.

CLIN Description Provide a clear description of the functionality, service, integration, or deliverable covered by the CLIN. The description must be consistent with the Respondent’s proposal.

If the CLIN is included within another CLIN, the description must state Included in CLIN XXXX.

CLIN Cost Provide the fixed price for the CLIN.

Non recurring CLINs must be priced as one time costs.

Recurring CLINs must be priced as periodic costs consistent with the Respondent’s pricing model.

Inclusive CLINs must list the total cost for the bundle.

Included CLINs must be listed at zero cost.

Release or Feature Identify the release, feature, feature cluster, service period, or functionality associated with the CLIN.

Included Integration CLINs at Zero Cost (5000 Series Only) List any 5000 Series Integration CLINs included within this CLIN at zero additional cost. Identify each included CLIN by CLIN number and quantity.

1000, 2000, and 3000 Series non recurring CLINs may include 5000 Series Integration CLINs required to implement or activate the requirement, feature, functionality, or capability represented by the applicable CLIN.

Recurring CLINs may not include any CLINs.

A 5000 Series Integration CLIN included within another CLIN must remain separately listed in the CLIN Catalog at zero cost but may not be separately priced or invoiced as an independently billable item.

Required Integration Pricing Rule: A 5000 Series Integration CLIN required to implement, enable, or satisfy a requirement, feature, functionality, or capability for its initial implementation or activation must be included at zero cost within the applicable 1000, 2000, or 3000 Series non recurring CLIN directly associated with that requirement, feature, functionality, or capability. The cost of the required integration must be included in the price of the directly associated non recurring CLIN.

Additional Integration Pricing Rule: A 5000 Series Integration CLIN may be separately priced only when the State elects, after the associated requirement, feature, functionality, or capability has been implemented and accepted, to add an additional data source, system connection, API, interface, data feed, identity connection, partner connection, or other integration that was not required for the original implementation or activation. The separately priced Integration CLIN must identify the existing functionality being extended and the additional integration being added and must not duplicate costs already included in another CLIN.

An integration is not eligible for separate pricing solely because it is assigned to Release 1.1 or a future release. If the integration is required to implement or activate functionality assigned to that release, it must be included at zero cost within the non recurring CLIN directly associated with that functionality.

Individual, Included, or Bundled Select one of the following values:

Individual: The CLIN is independently priced and not part of any bundle.

Included: The CLIN is included within another CLIN and must be priced at zero cost.

Bundled: The CLIN is included within an 8000 or 9000 bundled CLIN and must be priced at zero cost.

If Included is selected, the CLIN Description must state “Included in CLIN XXXX,” identifying the directly associated CLIN in which the cost is included, and the CLIN Cost must be zero.

If Bundled is selected, the CLIN Description must state “Included in CLIN XXXX,” using the parent 8000 or 9000 Series CLIN identified in the Assigned Bundled CLIN column, and the CLIN Cost must be zero.

Assigned Bundled CLIN If the CLIN is included within an 8000 or 9000 bundled CLIN, identify the parent bundled CLIN number.

If the CLIN is Individual or Included, enter N/A.

Billed Independently (Yes or No) This column is automated.

If Individual is selected, this column will display Yes.

If Included or Bundled is selected, this column will display No.

Respondents may not override or modify this column.

SOW Section Identify the Statement of Work section associated with the CLIN.

Proposal Section Identify the section of the Respondent’s proposal where the CLIN is described.

Vendor Product Code Provide the Respondent’s internal billing system product code for the CLIN. This code must match the product code used on all invoices submitted under the contract. 1000 Series – Non Recurring Base Platform and Core Solution CLINs One time implementation of the base platform, foundational capabilities, core UX, IAM, security, integration layer, and data layer.

May include only 5000 Series Integration CLINs required to implement or activate the applicable requirement or functionality. Such Integration CLINs must be separately listed at zero cost and included within the directly associated 1000 Series CLIN.

Recurring CLINs may not be included.

2000 Series – Non Recurring Current Release Features and Modules One time implementation of features, modules, enhancements, and cross cutting functionality delivered in MVP Release 1, Release 1.1, or other initial releases.

May include only 5000 Series Integration CLINs required to implement or activate the applicable requirement or functionality. Such Integration CLINs must be separately listed at zero cost and included within the directly associated 2000 Series CLIN.

Recurring CLINs may not be included.

3000 Series – Non Recurring Future Release Features and Modules One time implementation of future features, modules, enhancements, and capabilities priced now but delivered later at the State’s discretion.

May include only 5000 Series Integration CLINs required to implement or activate the applicable requirement or functionality. Such Integration CLINs must be separately listed at zero cost and included within the directly associated 3000 Series CLIN.

Recurring CLINs may not be included.

4000 Series – Recurring Hosting, Subscription, Operations, and Service Period CLINs Recurring hosting, operations, maintenance, subscription fees, service periods, service readiness, subscription readiness, and continuity of service.

May not include any CLINs.

5000 Series – Integration CLINs (Non Recurring) One time integration CLINs for data connections, APIs, interfaces, feeds, link outs, identity connections, partner connections, and source system connections.

May not include any CLINs.

When required to implement or activate a requirement, feature, functionality, or capability, a 5000 Series Integration CLIN must be included at zero cost within the 1000, 2000, or 3000 Series CLIN directly associated with that functionality.

A 5000 Series Integration CLIN may be independently priced only for a State-elected additional integration to functionality that has already been implemented and accepted and when the additional integration was not required for the original implementation or activation.

A 5000 Series Integration CLIN may not be directly bundled within an 8000 Series CLIN. When the associated 1000, 2000, or 3000 Series CLIN is bundled within an 8000 Series CLIN, the Integration CLIN shall remain included at zero cost within the directly associated 1000, 2000, or 3000 Series CLIN.

8000 Series – Non Recurring Inclusive CLINs Bundles non recurring CLINs.

May include non recurring 1000, 2000, and 3000 Series CLINs. Required 5000 Series Integration CLINs shall remain included at zero cost within the directly associated 1000, 2000, or 3000 Series CLIN and shall not be directly bundled within the 8000 Series CLIN.

CLINs marked as Bundled must be listed individually at zero cost and reference the 8000 parent in Assigned Bundled CLIN.

Recurring CLINs may not be included.

9000 Series – Recurring Inclusive CLINs Bundles recurring CLINs.

May include any recurring CLINs (4000 Series).

CLINs marked as Bundled must be listed individually at zero cost and reference the 9000 parent in Assigned Bundled CLIN.

Non recurring CLINs may not be included.

CLIN Group 1000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

CLIN Group 2000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

CLIN Group 3000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

CLIN Group 4000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

CLIN Group 5000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

CLIN Group 8000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

CLIN Group 9000 CLIN Number CLIN Name CLIN Group Non-Recurring, Recurring, or Inclusive CLIN Description CLIN Cost Release or Feature Included Integration CLINs at Zero Cost (5000 Series Only) Individual, Included, or Bundled Assigned Bundled CLIN Billed Independently (Yes or No) Attachment C Section Proposal Section Vendor Product Code

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