Attachment L - Staffing Plan.xlsx

XLSX spreadsheet 54 KB Posted Mar 5, 2025

Attached to: Tax System Modernization
Solicitation number: Doc1288967193
Issued by: North Carolina

About this file

Written by GovTribe AI · Mar 5, 2025

This is a staffing plan template spreadsheet for the North Carolina Department of Revenue (NCDOR) IRMS Replacement Project (RFP# 2024-KB-002). The template requires offerors to detail their proposed staffing across five implementation phases plus production support, with each phase broken down into 18-month periods. The spreadsheet calls for identification of key personnel roles including Project Director, Project Manager, Functional Lead, Technical Lead, Application/Solution Architect, Security Lead, Data Conversion Lead, Testing Lead, and Training Lead.

The template includes sections for both vendor and NCDOR staffing plans, requiring details on full-time equivalent (FTE) allocations, organization supplying each role, and experience levels. Key requirements specify that key personnel roles cannot be filled by subcontractors, and all staffing information must align with the comprehensive proposal requirements. The template also includes a section for documenting staffing plan assumptions, which must not conflict with RFP terms and conditions or change the requested scope.

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Other files

File	Type	Posted
Attachment I - Functional Specifications.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment P - Interface Inventory.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment J - Technical Specifications.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment M - Tax Schedule Matrix.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment N - Forms Inventory.xlsx	XLSX spreadsheet	Mar 5, 2025
RFP 45-RQ161211 NCDOR Tax System Modernization.pdf	PDF	Mar 5, 2025
Revised Attachment i - Functional Specifications.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment O - Systems Inventory.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment D - Cost Form.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment Q - Implementation Roles & Responsibilities.xlsx	XLSX spreadsheet	Mar 5, 2025
Attachment V - Statutory References.xlsx	XLSX spreadsheet	Mar 5, 2025
Addendum 1 RFP 45-RQ161211-State Response to Vendor Questions.pdf	PDF	Mar 5, 2025
Revised Attachment D - Cost Form.xlsx	XLSX spreadsheet	Mar 5, 2025
Revised Attachment H.pdf	PDF	Mar 5, 2025

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1. Instructions

Tax System Modernization Project RFP No. 45-RQ161211 Attachment L - Staffing Plan

Response Instructions
Company Name:	<Offeror Company Name Here>
This template provides a structured approach for proposing the staff associated with delivering the Integrated Tax Solution. Offerors must fill out all applicable worksheets and cells as described by the template and individual worksheet instructions. This template is the formal Staffing Plan for the Offeror's proposal. The worksheets within this response template are listed below.

All worksheets must be completed. Any proposals that do not provide a complete staffing plan may be excluded from the competitive field.

- Cells requiring Offeror data entry are highlighted in light-grey to clearly indicate which cells are available for data entry

- Cells that contain titles and formulas are marked in dark blue or gray

- Cells that are not applicable are marked in black highlight

Key Assumptions:

- Offerors must abide by the deadlines detailed in the RFP

- This Staffing Plan Workbook must include all hours and activities to fully implement the solution, including support during implementation and post implementation

- Information in this Staffing Plan Workbook should be consistent with the comprehensive proposal requirements response and attachments

- Key Personnel roles, as listed in the RFP, may not be filled by a Subcontractor

DO NOTHING ON THIS SHEET

Table of Contents
ID #	Worksheet	Descriptions
1	Instructions	Instructions and Table of Contents
2	Offeror Staffing Plan	The staffing that is planned to be utilized during the solution implementation phases (including support) and the months within each phase.
3	NCDOR Staffing Plan	Worksheet for the Offeror to identify resource count, organization supplying the role, whether role is full time or part time and duration by release.
4	Assumptions	Worksheet for Respondent to itemize staffing plan assumptions.

Attachment R / Staffing Plan

RFP# 2024-KB-002 - IRMS Replacement Project Page &P of &N

2. Offeror Staffing Plan

Offeror Staffing Plan

In alignment with the implementation phases identified in the cost proposal worksheet, identify the staffing that will be planned to be utilized across the solution implementation phases (including support) and the months within each phase. Only the months that are planned to be staffed within a phase need to be filled out. If more than 18 months are needed by phase Offeror may copy and past new columns as needed. If additional phases are needed Offeror may copy and paste additional phase sections.

Instructions:

For each phase list out the staffing plan as follows:

- Identify the role;

- Identify the organization supplying the role (Department, Respondent, Subcontractor). If Subcontractor is listed notate the company;

- Identify the month(s) by phase in which the role will be staffed;

- Identify if the role will be full time or part time. One full time resource would be entered as "1". A part time resource would be entered as "0.5";

- Consider staff required for both implementation and post-implementation support;

- Add additional rows as needed per release for roles not listed or for duplicate roles supplied by different organizations (i.e. One Department Project Manager and one Vendor Project Manager);

- Do not use "To Be Determined" or similar notations. Assumptions can be noted in the "Staffing Plan Assumptions" tab

Solution Implementation

#	Phase	Role	Organization	Experience Level	Key Personnel (Yes/No)	FTEs by Months
						1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	One	Project Director			Yes
2	One	Project Manager			Yes
3	One	Functional Lead			Yes
4	One	Technical Lead			Yes
5	One	Application/Solution Architect			Yes
6	One	Security Lead			Yes
7	One	Data Conversion Lead			Yes
8	One	Testing Lead			Yes
9	One	Training Lead			Yes
	One	Add additional roles as required			Yes
Total Resources by Month Phase 1						0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	Organization	Experience Level	Key Personnel (Yes/No)	FTEs by Months
						1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Two	Project Director			Yes
2	Two	Project Manager			Yes
3	Two	Functional Lead			Yes
4	Two	Technical Lead			Yes
5	Two	Application/Solution Architect			Yes
6	Two	Security Lead			Yes
7	Two	Data Conversion Lead			Yes
8	Two	Testing Lead			Yes
9	Two	Training Lead			Yes
	Two	Add additional roles as required			Yes
Total Resources by Month Phase 2						0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	Organization	Experience Level	Key Personnel (Yes/No)	FTEs by Months
						1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Three	Project Director			Yes
2	Three	Project Manager			Yes
3	Three	Functional Lead			Yes
4	Three	Technical Lead			Yes
5	Three	Application/Solution Architect			Yes
6	Three	Security Lead			Yes
7	Three	Data Conversion Lead			Yes
8	Three	Testing Lead			Yes
9	Three	Training Lead			Yes
	Three	Add additional roles as required			Yes
Total Resources by Month Phase 3						0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	Organization	Experience Level	Key Personnel (Yes/No)	FTEs by Months
						1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Four	Project Director			Yes
2	Four	Project Manager			Yes
3	Four	Functional Lead			Yes
4	Four	Technical Lead			Yes
5	Four	Application/Solution Architect			Yes
6	Four	Security Lead			Yes
7	Four	Data Conversion Lead			Yes
8	Four	Testing Lead			Yes
9	Four	Training Lead			Yes
	Four	Add additional roles as required			Yes
Total Resources by Month Phase 4						0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	Organization	Experience Level	Key Personnel (Yes/No)	FTEs by Months
						1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Five	Project Director			Yes
2	Five	Project Manager			Yes
3	Five	Functional Lead			Yes
4	Five	Technical Lead			Yes
5	Five	Application/Solution Architect			Yes
6	Five	Security Lead			Yes
7	Five	Data Conversion Lead			Yes
8	Five	Testing Lead			Yes
9	Five	Training Lead			Yes
	Five	Add additional roles as required			Yes
Total Resources by Month Phase 5						0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Production Support

#	Phase	Role	Organization	Experience Level	Key Personnel (Yes/No)	FTEs by Years
						1	2	3	4	5	6	7	8	9	10	11	12	13	14
1		Add roles as required			Yes
2		Add roles as required			Yes
3		Add roles as required			Yes
4		Add roles as required			Yes
5		Add roles as required			Yes
6		Add roles as required			Yes
7		Add roles as required			Yes
8		Add roles as required			Yes
9		Add roles as required			Yes
		Add additional roles as required			Yes
Total Resources						0	0	0	0	0	0	0	0	0	0	0	0	0	0

Attachment R / Staffing Plan

RFP# 2024-KB-002 - IRMS Replacement Project Page &P of &N

Drop Down Selection

Key Personnel	Project Phase
Yes	Planning & Design
No	Config-Build-Test
	Train-Deploy-Initial Support
	Ongoing OCM
	All

3. NCDOR Staffing Plan

NCDOR Staffing Plan

Offeror must provide a staffing plan estimate for expected NCDOR resources for each phase of the project and for initial post go-live support.

Each row should represent one individual resource and all cells must be completed. Vendor must use the drop-down boxes where provided.

Solution Implementation

#	Phase	Role	FTEs by Months
			1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	One	Testers (example)
2	One	Functional Experts (example)
3	One	Add additional roles as required
4	One	Add additional roles as required
5	One	Add additional roles as required
6	One	Add additional roles as required
7	One	Add additional roles as required
8	One	Add additional roles as required
9	One	Add additional roles as required
	One	Add additional roles as required
Total Resources by Month Phase 1			0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	FTEs by Months
			1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Two	Testers (example)
2	Two	Functional Experts (example)
3	Two	Add additional roles as required
4	Two	Add additional roles as required
5	Two	Add additional roles as required
6	Two	Add additional roles as required
7	Two	Add additional roles as required
8	Two	Add additional roles as required
9	Two	Add additional roles as required
	Two	Add additional roles as required
Total Resources by Month Phase 2			0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	FTEs by Months
			1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Three	Testers (example)
2	Three	Functional Experts (example)
3	Three	Add additional roles as required
4	Three	Add additional roles as required
5	Three	Add additional roles as required
6	Three	Add additional roles as required
7	Three	Add additional roles as required
8	Three	Add additional roles as required
9	Three	Add additional roles as required
	Three	Add additional roles as required
Total Resources by Month Phase 3			0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	FTEs by Months
			1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Four	Testers (example)
2	Four	Functional Experts (example)
3	Four	Add additional roles as required
4	Four	Add additional roles as required
5	Four	Add additional roles as required
6	Four	Add additional roles as required
7	Four	Add additional roles as required
8	Four	Add additional roles as required
9	Four	Add additional roles as required
	Four	Add additional roles as required
Total Resources by Month Phase 4			0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Solution Implementation

#	Phase	Role	FTEs by Months
			1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
1	Five	Testers (example)
2	Five	Functional Experts (example)
3	Five	Add additional roles as required
4	Five	Add additional roles as required
5	Five	Add additional roles as required
6	Five	Add additional roles as required
7	Five	Add additional roles as required
8	Five	Add additional roles as required
9	Five	Add additional roles as required
	Five	Add additional roles as required
Total Resources by Month Phase 5			0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Production Support

#	Phase	Role	FTEs by Years
			1	2	3	4	5	6	7	8	9	10	11	12	13	14
1		Testers (example)
2		Functional Experts (example)
3		Add additional roles as required
4		Add additional roles as required
5		Add additional roles as required
6		Add additional roles as required
7		Add additional roles as required
8		Add additional roles as required
9		Add additional roles as required
		Add additional roles as required
Total Resources			0	0	0	0	0	0	0	0	0	0	0	0	0	0

Attachment R / Staffing Plan

RFP# 2024-KB-002 - IRMS Replacement Project Page &P of &N

4. Staffing Plan Assumptions

Staffing Plan Assumptions

Offeror must state all assumptions upon which its staffing plan is determined. Assumptions shall not conflict with the Terms and Conditions or Mandatory Requirements of this RFP, and shall not change the requested scope of the RFP as described in the proposal. Assumptions that conflict with the requested products/services, mandatory requirements, Terms and Conditions, or other language in the RFP or its supporting documents will be invalid and will be interpreted in favor of the RFP language. NCDOR may disqualify the proposal if, in NCDOR's sole discretion, NCDOR determines that assumptions stated are not consistent with the written response including all attachments.

Instructions: complete the table below using as many rows as needed. Clearly describe the role, description of the assumption, rationale for the need of the assumption, and the release associated to the assumption. Insert additional rows as needed.

Staffing Plan Assumptions

Item #	Role	Description	Rationale	Phase
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Attachment R / Staffing Plan

RFP# 2024-KB-002 - IRMS Replacement Project Page &P of &N

Sheet1

Level 1 - Junior (0-2 yrs. experience)

Level 2 - Advanced Junior (3-5 yrs. experience)

Level 3 - Intermediate (6-10 yrs. experience)

Level 4 - Senior (11-15 yrs. experience)

Level 5 - Experienced (15 yrs. experience)

Data Validation

Hosting Environment Size

Small

Medium

Large

File details come from the government source that posted it. Updated Mar 5, 2025.