Statement of Need 98000-00000-5863

Attachment C Performance Expectations

Submit Proposal to:

Georgia Technology Authority (GTA) Procurement Management Office Procurement@gta.ga.gov

Refer ALL Inquiries to: GTA Issuing Officer, Rachael Allen at Procurement@gta.ga.gov

IV&V Bidders are expected to perform the scope of work of this SON within certain guidelines and expectations. GTA will be as explicit and specific with these expectations as reasonably possible.

These performance expectations will be considered in a performance review to encourage consistency and improvement. The performance criteria and performance review process will be communicated during the project kickoff after each project award. Note that this list is not all-inclusive and may evolve. The IV&V Bidder will:

• Ensure that IV&V project assessments are independent and realize they may not align with Agency’s view

• Ensure oversight activities will be Non – Intrusive. Engagement approach should consider agency culture

• Share IV&V project dashboard with GTA prior to sharing with Agency; and share with Agency PM prior to final submission to GTA to avoid surprises

• Engage with Agency Executive Leadership including Commissioners or Agency Directors

• Communicate observations and recommendations to the project team at any time that is relevant to the project

• Provide value-add to projects from perspective of State

• Address any questions or concerns about the contract directly with GTA. The IV&V contract is owned by GTA EPMO

• Do not accept tasks that imply involvement in day-to-day activities of project tasks such as owning action items or issues, decision making etc.

• Ensure the IV&V staff members remain objective and without conflict of interest. IV&V Bidder will notify

GTA EPMO if any IV&V staff’s ability to be objective is compromised

• Notify GTA EPMO if there are any changes in the assigned staff on the project to ensure GTA can advise Agency of contractual impacts. In the event of staff changes from the original proposal, new proposed staff must be of comparable experience to the staff member that was originally proposed and evaluated

• Track IV&V deliverables and ensure any issues are communicated to GTA EPMO timely

• Track all observations and recommendations communicated to the Agency and Agency’s response

• Refrain from providing oversight of any procurement activities that may imply opportunity to influence a solicitation result. IV&V services should not be performed on activities after the release of a solicitation document and before completion of the evaluation

• Follow billing processes including meeting timelines and submitting required documentation mailto:Procurement@gta.ga.gov mailto:Procurement@gta.ga.gov

• Comply with the performance requirements as communicated in the performance review process

• With COVID-19 travel restrictions, GTA expects that IV&V will utilize virtual and voice technology to maintain relationships and informal communications with key stakeholders

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Performance Review

The purpose of an IV&V performance review is to provide feedback to IV&V Vendors that will ensure vendors understand GTA EPMO expectations and best practices and to support the IV&V service as a value-add service to IT projects. Additionally, the performance review is designed to solicit feedback to enable the GTA EPMO to provide IV&V services effectively.

The following criteria may be considered in the ratings as appropriate:

• Project Assessments and Deliverable Reviews o Timeliness o Quality of comments provided o Overall quality and level of professionalism o All assessments and findings should be Documented, Objective, Relevant and Actionable and

Justifiable.

• Quality of Monthly Dashboards o Timeliness o Quality of the report –all sections are completed o No surprises for Agency and GTA o KPI ratings are justifiable and KPI ratings support the overall health rating

• Participation in Critical Panel or Agency and GTA Reporting o Provide clear and comprehensive updates o Reports are communicated clearly, based on facts, impacts and with actionable recommendations o No surprises to Agency or GTA o Overall verbal and written presentation and communication o Overall quality and level of professionalism

• Value- Add to the Project o Provides relevant feedback to Agency Leads/Commissioners o Provides value from the perspective of State of Georgia

• Consistency with GTA Expectations o Demonstrated understanding of GTA expectations

• All assessments and findings should be Documented, Objective, Relevant, Actionable and Justifiable.

Each criterion is scored based on a rating scale 1-10 set by GTA Contracts Division and applied to all GTA vendors.

These scores are weighted to determine the weighted score for each criterion. Each criterion score is totaled to determine the total score for each evaluation period.

Range 1 -3: Abhorrent/Poor. Requires a documented cure period of the default/issue.

Range 4-6: Ok/Fair. Requires close monitoring. Evaluation should be completed monthly.

Range 7-8: Good. No action needed until next quarterly evaluation is to be conducted.

Range 9-10: Superior/Excellent. No action needed until next quarterly evaluation is to be conducted.