Attachment C - Lot 1 Pricing.xlsx
XLSX spreadsheet 41 KB Posted
- Attached to
- Migration Services
- Solicitation number
- 5400029942
- Issued by
- Richland County, South Carolina
About this file
This pricing attachment is part of Solicitation 5400029942 for Migration Services issued by the South Carolina Department of Administration, Office of Technology & Information Services. The document establishes a comprehensive pricing schedule for Lot 1, which encompasses shared service adoption and migration program management and oversight activities including discovery, reporting, risk assessment, planning, implementation oversight, project management, quality assurance, and closeout services. Pricing is structured across six agency size bands (Micro through Mega/Complex) based on user counts ranging from 1-25 users for Band 1 to 4,001+ users for Band 6, with baseline quantities specified for users, endpoints, locations, servers, applications, and printers included in each band. The solicitation requires vendors to complete nine pricing worksheets that establish fixed-price module costs, unit-based pricing for scalable inventory items, workstream oversight pricing, complexity modifiers, fully burdened hourly labor rates for various resource categories, and evaluation pricing scenarios. The document does not specify response dates, due dates, site visits, bidders conferences, award dates, or contract terms within its scope.
Pricing methodology emphasizes fixed-price modules as the primary billing approach, with hourly rates reserved exclusively for optional, unusual, or approved change-order work. All pricing must be fully burdened, including labor, overhead, profit, routine South Carolina travel, reporting, tools, templates, administration, and ordinary project management costs, but specifically excludes hardware, software, cloud services, licenses, subscriptions, and telecommunications products. Vendors may adjust pricing for complexity factors such as regulated data, multiple Active Directory forests or M365 tenants, geographic dispersion, 24/7 operations, high application or third-party dependencies, specialized infrastructure, compressed schedules, and remediation-heavy environments, with cumulative complexity adjustments capped at 35 percent of applicable base fixed-price unless expressly approved. The State reserves the right to issue work orders using any combination of awarded module prices, unit prices, workstream adders, complexity modifiers, monthly fees, and labor rates, and may adjust work order pricing if actual inventory exceeds stated baseline quantities. No set-asides are identified in this pricing document.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment E - Lot 3 Pricing.xlsx | XLSX spreadsheet | |
| Attachment D - Lot 2 Pricing.xlsx | XLSX spreadsheet | |
| Solicitation.docx | DOCX document |
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1 Instructions
| Solicitation 5400029942 | |
| Migration Services - Dept of Admin, Office of Technology & Information Services | |
| Attachment C - Lot 1 Pricing Schedule: Instructions to Offerors | |
| Purpose | Lot 1 pricing is intended to obtain scalable, comparable pricing for shared service adoption and migration program management and oversight, including discovery, reporting, risk assessment, planning, implementation oversight, project management, QA, and closeout. This sheet delineates the State's requirements for the items listed in the column Subject Matter. Offerors shall indicate their acceptance of them by selecting "No" in the Exception? column. Offeror exceptions should be noted in the Exception Explanation column. |
| Subject Matter | Requirement | Vendor Response / Confirmation | Exception Taken? | Exception Explanation | State Use |
| Pricing Method | Vendor shall complete all required pricing tables using fully burdened fixed prices, unit prices, monthly fees, travel, per diem, and hourly rates as requested. | Responsiveness check | |||
| Fully Burdened Prices | Prices shall include labor, overhead, profit, routine travel within South Carolina, reporting, tools, templates, administration, and ordinary project management costs unless expressly excluded. | Contract administration | |||
| No Product Purchases | Lot 1 pricing shall not include hardware, software, cloud services, licenses, subscriptions, telecommunications, or other products. | Scope control | |||
| Fixed-Price Preference | Ordinary Lot 1 work shall be priced using fixed-price modules and approved unit prices. Hourly rates are reserved for optional, unusual, or approved change-order work. | Pricing evaluation | |||
| Work Orders | The State may issue work orders using any combination of awarded module prices, unit prices, workstream adders, complexity modifiers, monthly fees, and labor rates. | Ordering | |||
| Supporting Calculations | Vendor shall provide sufficient calculations to show how a work order price was derived from the awarded pricing schedule. | Auditability | |||
| Assumptions | Vendor assumptions shall not materially alter the scope, acceptance criteria, pricing basis, or State rights unless expressly accepted in writing by the State. | Negotiation |
2 Agency Size Bands
| Agency Size Bands and Baseline Quantities | |
| Instruction: | This sheet is to define the bands and band sizes for each. Offerors will use these definitions in succeeding worksheets to price their services. Band 5 and Band 6 are defined equally. Band 6 efforts shall be priced using the Band 5 base price plus the awarded unit prices for users, endpoints, servers, applications, locations, workstreams, compliance frameworks, and other applicable units abouve the Band 5 baseline. |
| Band | Agency Size | User Count | Intended Use | Included Users | Included Endpoints | Included Locations | Included Servers | Included Applications | Included Printers | Included Compliance Frameworks | Vendor Comments |
| Band 1 | Micro | 1-25 | Boards, commissions, very small offices | 25 | 35 | 1 | 3 | 5 | 3 | 1 | |
| Band 2 | Small | 26-100 | Small agencies | 100 | 150 | 2 | 10 | 15 | 15 | 1 | |
| Band 3 | Medium | 101-500 | Typical cabinet or independent agency | 500 | 750 | 5 | 40 | 50 | 75 | 2 | |
| Band 4 | Large | 501-1,500 | Large operational agencies | 1500 | 2250 | 15 | 125 | 150 | 250 | 3 | |
| Band 5 | Very Large | 1,501-4,000 | Enterprise-scale agencies | 4000 | 6000 | 30 | 300 | 300 | 600 | 4 | |
| Band 6 | Mega / Complex | 4,001+ | Largest agencies or multi-agency programs; use Band 5 plus incremental units unless otherwise approved | 4000 | 6000 | 30 | 300 | 300 | 600 | 4 | |
| Definition of User | Active end users, including employees, contractors, temporary users, named application users, and other users whose accounts, endpoints, data, mailboxes, identity records, access rights, training needs, or support processes are materially affected by the project. |
3 Base Fixed Prices
| Base Fixed-Price Modules by Agency Band | ||||||||||
| Instruction: This pricing matrix mirrors the Lot 1 lifecycle. Offerors shall complete the blank pricing cells for each band. This pricing fixes a baseline quantity (See Sheet 2) for each component of the Lot 1 lifecycle. Band 6 efforts shall be priced using the Band 5 base price plus the awarded unit prices for users, endpoints, servers, applications, locations, workstreams, compliance frameworks, and other applicable units above the Band 5 baseline.Offerors will price incremental units above the baseline quantities supplied here in Sheet 4. This pricing model avoids unfair pricing where a 50-user agency and a 50-user agency both fall into the same project type, but have drastically different asset and user counts. | ||||||||||
| Module | Deliverable / Service | Band 1 Price | Band 2 Price | Band 3 Price | Band 4 Price | Band 5 Price | Band 6 Pricing Method | Included Deliverables | Vendor Assumptions | State Notes |
| A | Project initiation, kickoff, governance setup, and workplan | Band 5 + approved units | Project charter; stakeholder register; governance model; initial workplan | |||||||
| B | Baseline discovery management and coordination | Band 5 + approved units | Discovery plan; inventory collection coordination; findings log | |||||||
| C | Discovery report | Band 5 + approved units | Comprehensive report; recommendations; efficiency and cost-savings forecast | |||||||
| D | Risk assessment and risk assessment report | Band 5 + approved units | Methodology; risk register; impact/likelihood scoring; mitigation recommendations | |||||||
| E | Consolidation design and migration planning package | Band 5 + approved units | AD/M365/network/data/security/change/resource plans as applicable | |||||||
| F | Technical implementation oversight - per month | Band 5 + approved units | Daily oversight; coordination; escalation; dependency management | |||||||
| G | Project plan management and weekly reporting - per month | Band 5 + approved units | Integrated project plan; weekly reports; issue/risk logs; stakeholder reporting | |||||||
| H | Quality assurance and validation oversight package | Band 5 + approved units | QA plan; validation oversight; acceptance support; findings report | |||||||
| I | Project or phase closeout package | Band 5 + approved units | Transition documentation; lessons learned; KPI report; closeout certification |
4 Unit Pricing
| Unit-Based Pricing for Scalable Inventory Items | ||||||
| Instruction: Above the baseline pricing in Sheet 3, Offerors shall price incremental units. In the "Additional Unit Price" supply your incremental cost for the Minimum Billable Unit. This level of specificity is required to keep pricing fair between efforts of differing size since the Lot 1 language specifically requires identification and mapping of systems, applications, hardware, roles, organizational structures, endpoints, servers, AD structures, M365 tenants, network drives, printers, security programs, compliance requirements, contracts, licensing, third-party vendors, and staffing/process/tool gaps. | ||||||
| Unit | Description | Pricing Basis | Included Baseline | Additional Unit Price | Minimum Billable Unit | Rounding Rule |
| User account | Discovery and mapping of user identity, role, mailbox, access, and migration impact | Per user | Included in applicable band | 1 user | Actual count | |
| Endpoint | Workstation, laptop, tablet, mobile phone discovery and oversight impact | Per endpoint | Included in applicable band | 1 endpoint | Actual count | |
| Physical or virtual server | Discovery, dependency identification, migration oversight planning | Per server | Included in applicable band | 1 server | Actual count | |
| Application | Application dependency mapping and stakeholder coordination | Per application | Included in applicable band | 1 application | Actual count | |
| M365 workload | Exchange, SharePoint, OneDrive, Teams, Power Platform, Dynamics, etc. | Per workload | Included where applicable | 1 workload | Actual count | |
| Physical location | Network, printer, endpoint, stakeholder, and operational coordination | Per location | Included in applicable band | 1 location | Actual count | |
| Network segment / VLAN | Network discovery, planning, and oversight coordination | Per segment | Included in applicable band | 1 segment | Actual count | |
| Firewall | Assessment and oversight coordination for firewall migration | Per firewall | Included in applicable band | 1 firewall | Actual count | |
| Printer / MFD | Printer inventory, queue management planning, refresh recommendation oversight | Per device | Included in applicable band | 1 device | Actual count | |
| Third-party integration | Vendor, external data connection, or external service dependency | Per integration | Included in applicable band | 1 integration | Actual count | |
| Compliance framework | HIPAA, CJIS, IRS Pub. 1075, MARS-E, SCDIS-200, PCI, FERPA, or similar | Per additional framework | One or more included by band | 1 framework | Actual count | |
| Data repository | File share, SharePoint site, Teams site, OneDrive population, special data store | Per repository | Included in applicable band | 1 repository | Actual count | |
| Data volume | Shared/personal data migration oversight where volume materially affects oversight | Per TB | None unless stated in work order | 0.25 TB | Round up to nearest 0.25 TB |
5 Workstream Additions
| Add Workstream Oversight Pricing | ||||||||
| Instruction: The Lot 1 scope is naturally organized by technical workstreams. The contractor is generally managing and overseeing these workstreams, not performing the technical implementation itself. The price schedule should reflect that. The items below are anticipated workstreams that may occur in any migration or consolidation effort. Offerors shall supply their pricing by the method shown in the Pricing Method column for each band. Where the pricing allows Offerors to choose, indicated by "or" in the Pricing Method, Offerors shall clearly define which Pricing Method they are using. Once chosen, this cannot be changed after contract award. | ||||||||
| Workstream | Scope of Oversight | Pricing Method | Band 1 | Band 2 | Band 3 | Band 4 | Band 5 | Band 6 Method |
| Active Directory consolidation oversight | Trust planning, OU/GPO planning, application adjustment coordination, management solution onboarding oversight | Fixed price by band | Band 5 + units | |||||
| M365 tenant consolidation oversight | Exchange, SharePoint, OneDrive, Teams, Power Platform, security, archiving, backup, and tenant management oversight | Fixed price by band | Band 5 + units | |||||
| Network and infrastructure integration oversight | Switch, SD-WAN, firewall, VPN, VLAN, connectivity, and data center coordination | Fixed price by band + locations | Band 5 + units | |||||
| Endpoint migration / refresh oversight | Windows, Mac, tablets, phones, domain transition, MDM, refresh/reimage oversight | Per endpoint or fixed price by band | Band 5 + units | |||||
| Printer fleet and print queue oversight | Printer inventory, queue management, security, refresh recommendation, support transition | Per printer or fixed price by band | Band 5 + units | |||||
| User data migration oversight | OneDrive, Teams, SharePoint, personal drives, shared drives, data integrity, access and retention oversight | Per user + per repository | Band 5 + units | |||||
| Server migration oversight | Physical and virtual server migration to DTO hosted Broadcom virtual environment | Per server | Band 5 + units | |||||
| Security program implementation oversight | Vulnerability, configuration, risk, audit, log, incident, data management, DLP, eDiscovery | Fixed price by security program | Band 5 + units | |||||
| Privacy / data classification oversight | Privacy program, data classification, privacy controls, special data handling | Fixed price by program/repository | Band 5 + units | |||||
| ITSM integration oversight | Incident, problem, change, service desk, support process transition | Fixed price by band | Band 5 + units | |||||
| Training and change management oversight | Training coordination, communications plan, stakeholder readiness, adoption reporting | Per user or fixed price by band | Band 5 + units | |||||
| Application integration oversight | Optional application integration planning and oversight where approved by OTIS | Per application/integration | Band 5 + units |
6 Complexity Modifiers
| Complexity Modifiers | |||||||||
| Instruction: It is anticipated that the various migration and consolidation efforts will have differing complexities based on specific agency requirements. This sheet identifies the most common of those complexities. Offerors shall supply the percentage modifier they will employ for each item. These percentage modifiers will apply against the baseline fixed prices in Sheet 3. However, Offerors shall be aware that, unless expressly approved in the work order approved through the Secondary Competition process (See Attachment A), cumulative complexity adjustments shall not exceed 35% of the applicable base fixed price. | |||||||||
| Complexity Factor | Objective Trigger | Low Modifier | High Modifier | Vendor Proposed Modifier | Applies To | Required Documentation | State Approval Required | Vendor Notes | Evaluation Use |
| Regulated data | HIPAA, CJIS, IRS Pub. 1075, MARS-E, PCI, FERPA, or similar | 5% | 15% | Base modules / workstreams | Identify applicable framework and affected systems/data | Yes | Yes | ||
| Multiple AD forests/domains | More than one production AD forest or domain in scope | 5% | 20% | AD and planning modules | List domains/forests and dependencies | Yes | Yes | ||
| Multiple M365 tenants | More than one tenant requiring assessment or consolidation planning | 5% | 20% | M365 modules | List tenants and workloads | Yes | Yes | ||
| Geographic dispersion | More than 10 physical sites | 5% | 15% | Discovery, oversight, change management | List sites and affected scope | Yes | Yes | ||
| 24x7 operations | Mission-critical operations or public safety obligations requiring heightened cutover control | 5% | 15% | Oversight and QA | Describe operational window and constraints | Yes | Yes | ||
| High application dependency | More than 50 applications or significant legacy/custom applications | 5% | 20% | Discovery, planning, oversight | Application inventory and dependency map | Yes | Yes | ||
| High third-party dependency | More than 25 vendor integrations or external data exchanges | 5% | 15% | Discovery, planning, oversight | Vendor/integration inventory | Yes | Yes | ||
| Specialized infrastructure | Mainframe, OT, nonstandard, legacy, or specialized technical environments | 10% | 25% | Affected modules | Describe environment and constraints | Yes | Optional | ||
| Compressed schedule | State-requested schedule materially shorter than standard timeline | 10% | 25% | Affected modules | Baseline vs compressed schedule | Yes | Optional | ||
| Remediation-heavy environment | Substantial documentation gaps, unsupported systems, or security deficiencies identified during discovery | 5% | 25% | Affected modules | Discovery evidence and remediation impact | Yes | Optional | ||
| Cumulative cap | Unless expressly approved in the work order, cumulative complexity adjustments shall not exceed 35% of applicable base fixed price | 0% | 35% | Total modifiers | Work order approval | Yes | Yes |
7 Labor Rates
| Labor Categories and Fully Burdened Hourly Rates | |||||
| Instruction: Fixed pricing as laid out in the prior sheets is the method that is used for this contract. However, the State requires Offerors to provide the fully burdened hourly rates for the personnel types indicated in the Resource Category column to account for change orders, additional tasks required by specific needs in a migration or consolidation effort, and tasks that cannot be priced in advance. | |||||
| Resource Category | Minimum Qualifications | Typical Lot 1 Use | Fully Burdened Hourly Rate | Vendor Role Title / Mapping | Vendor Notes |
| Executive Program Manager | Large public-sector IT transformation experience | Executive oversight, escalation, governance | |||
| Senior Project Manager | PMP or equivalent; enterprise migration experience | Lead project manager for complex efforts | |||
| Project Manager | IT project management experience | Daily project management | |||
| Technical Architect - Identity / AD / Entra ID | AD, Entra ID, IAM, security architecture | Identity planning and oversight | |||
| Technical Architect - M365 | Exchange, SharePoint, Teams, OneDrive, tenant migration | M365 planning and oversight | |||
| Network / Infrastructure Architect | Network, firewall, VPN, SD-WAN, data center | Network/infrastructure oversight | |||
| Cybersecurity / GRC Lead | Risk, compliance, SCDIS-200, CJIS, HIPAA, IRS 1075, MARS-E | Risk assessment and security compliance | |||
| Data Migration / Records Management SME | Data classification, retention, eDiscovery, DLP | Data migration strategy oversight | |||
| ITSM / Service Management SME | Incident, problem, change, service desk integration | ITSM transition | |||
| Change Management / Training Lead | Communications, training, adoption planning | Training/readiness oversight | |||
| Business Analyst | Discovery, documentation, process mapping | Inventory, current state, requirements | |||
| QA / Validation Lead | Acceptance criteria, test oversight, quality assurance | QA validation oversight | |||
| Technical Writer / Documentation Specialist | Operational documentation, reports, closeout | Documentation deliverables | |||
| Project Coordinator | Scheduling, logistics, meeting management | Administrative project support |
8 Evaluation Scenarios
| Evaluation Pricing Scenarios | |||||||||||
| Instruction: Below are six scenarios with quantities and circumstances varying between each one. Offerors will complete the Vendor Total Price based on the raw pricing provided in the previous sheets. Offerors will show their calculation formula in the Vendor Calculation Reference column. Each Offeror is required to calculate a total price for each scenario using their proposed pricing schedule. These sample pricing scnearios will assist the State in its evaluation of Offeror pricing responses. | |||||||||||
| Scenario | Agency Profile | Users | Endpoints | Locations | Servers | Applications | Printers | Compliance Frameworks | Applicable Band | Vendor Total Price | Vendor Calculation Reference |
| A | Micro agency: basic M365, no complex compliance | 20 | 25 | 1 | 2 | 3 | 2 | 1 | Band 1 | ||
| B | Small agency: standard agency migration oversight | 80 | 120 | 2 | 8 | 10 | 12 | 1 | Band 2 | ||
| C | Medium agency: regulated data such as HIPAA or CJIS | 350 | 500 | 5 | 30 | 35 | 50 | 2 | Band 3 | ||
| D | Large agency: multiple vendors and substantial infrastructure | 1200 | 1800 | 15 | 100 | 100 | 200 | 3 | Band 4 | ||
| E | Very large agency: multiple compliance regimes and broad workstreams | 3500 | 5000 | 30 | 250 | 250 | 500 | 4 | Band 5 | ||
| F | Mega agency: Band 5 plus incremental unit pricing | 6000 | 9000 | 45 | 450 | 500 | 850 | 5 | Band 6 |
9 Work Order Formula
| Work Order Pricing Formula and Calculator | ||||||
| Instruction: The sheet provides the State with another method of comparing Offeror pricing in a simulated process. This sheet requests Offerors to construct a Sample Work Order for a Medium Agency using the details provided below the pricing matrix (begins on Row 14) | Calculator | |||||
| Cost Component | Description | Vendor Input / Amount | Formula / Method | Included in Total? | Line | Amount |
| Base Module Prices | Sum of applicable module prices from Tab 3 | Vendor-entered or linked from Tab 3 | Yes | Base Module Prices | ||
| Workstream Additions | Sum of applicable workstream prices from Tab 5 | Vendor-entered or linked from Tab 5 | Yes | Workstream Adders | ||
| Additional Unit Quantities | Units above applicable baseline using Tab 4 unit prices | Additional units x awarded unit price | Yes | Additional Unit Prices | ||
| Monthly Oversight Fees | Applicable monthly oversight and reporting fees | Monthly price x approved months | Yes | Monthly Fees | ||
| Approved Complexity Modifiers | Approved percentage modifiers from Tab 6 | Subtotal x approved modifier | Yes | Subtotal Before Modifiers | $0 | |
| Optional Services | Approved optional services priced using awarded labor rates or unit rates | NTE or fixed by work order | Only if used | Approved Complexity % | ||
| Credits / Discounts | Vendor-offered discounts or State-negotiated credits | Subtract from subtotal | Only if provided | Complexity Amount | $0 | |
| Optional Services | ||||||
| Credits / Discounts | ||||||
| Total Work Order Price | $0 | |||||
| Medium Agency Work Order | ||||||
| 1.Band 3 Initiation | ||||||
| 2. Band 3 Discovery | ||||||
| 3. Band 3 Discovery Report | ||||||
| 4. Band 3 Risk Assessment | ||||||
| 5. Band 3 Consolidation Planning | ||||||
| 6. Additional Users (67) | ||||||
| 7. Additional M365 Workload (Exchange) | ||||||
| 8. AD Oversight Add-On | ||||||
| 9. M365 Oversight Add-On | ||||||
| 10. Network Oversight Add-On | ||||||
| 11. Server Migration Oversight Units (41) | ||||||
| 12 Additional Compliance Framework Modifier (CJIS) | ||||||
| 13. Monthly Project Management Fee x 9 Estimated Months |
10 Assumptions
| Pricing Assumptions and Limitations | |||||
| Instruction: The items below lay out the State's assumptions. Offerors shall indicate their acceptance of them by selecting "No" in the Exception? Column. Offeror exceptions should be noted in the Vendor Response/Assumption column. Offerors shall note the Financial Impact of accepting the State's assumptions if the Offeror is requesting an exception. | |||||
| Item | Category | State Standard Position | Vendor Response / Assumption | Exception? | Financial Impact |
| 1 | Scope | Pricing is limited to Lot 1 services, activities, and deliverables. | |||
| 2 | Products | No hardware, software, subscriptions, cloud services, or other products are included. | |||
| 3 | Travel | All travel is included in Offeror pricing. | |||
| 4 | Tools/Templates | Routine tools, templates, reporting formats, and project artifacts are included in fully burdened prices. | |||
| 5 | Change Orders | No work outside the work order scope may be billed without prior written State approval. | |||
| 6 | Hourly Rates | Hourly rates are used only for optional, unusual, or approved change-order work. | |||
| 7 | Complexity Modifiers | Modifiers require objective trigger, documentation, and written State approval. | |||
| 8 | Deliverable Acceptance | Payment is tied to State acceptance of applicable deliverables and milestones. | |||
| 9 | Data Accuracy | Work order pricing may be adjusted using awarded unit prices if actual inventory exceeds stated baseline quantities. | |||
| 10 | Validity | Proposed prices shall remain valid for the period required by the solicitation and resulting contract. |
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