B_Vendor Qual Experience Staffing.docx

State of Washington | RFP No. 24-DCYF-CW-081 Department of Children, Youth, and Families (DCYF) Attachment B: Vendor Qualifications, Experience, and Staffing Narrative Response Template

Attachment B:

Vendor Qualifications, Experience, and Staffing Narrative Response Template

Unless otherwise directed, DCYF requires that Vendors use the provided mandatory response templates to prepare responses included in the proposal. DCYF requires that Vendors enter responses directly into templates, and not to insert “see attached file” (or similar statements) in the templates or worksheet to reference separate documents. Proposals not using the mandatory response templates will not be reviewed. Figures and tables must be numbered and referenced in the text of the proposal by that number. DCYF requests that Vendors do not submit marketing materials, product sheets, brochures, customer testimonials, or other pre-printed materials.

Table of Contents

Vendor Qualifications Vendor Organization Overview The Vendor must include details of the Vendor’s Experience in this section. The details must include Vendor organization overview, corporate background, understanding of the relevant domain and experience in the public sector.

Instructions: Provide all relevant information regarding the general profile of the Vendor. Do not change any of the completed cells.

Vendor Organization Profile

VENDOR ORGANIZATION PROFILE

Company Name

Name of Parent Company (as applicable)

Industry (NAICS) (North American Industry Classification System)

Type of Legal Entity

Company Ownership (i.e., Private/Public, Joint Venture)

Number of Full Time Employees

Last Fiscal Year Company Revenue

Last Fiscal Year Company Net Income

% of Revenue from State and Local Government Clients in the United States

% of Revenue from IT Design and Implementation Services

Number of Years in Business

Number of Years Vendor has been Providing the Type of Services Specified in the RFP

Number of Employees Providing the Type of Services Specified in the RFP

Headquarters in the USA

Locations in the USA

Office Servicing this Account

Subcontractor Organization Overview (if applicable) This section is only required if the Vendor is proposing subcontractors as part of the proposal.

Instructions: Provide all relevant information regarding the profile of each subcontractor. This section should be duplicated in its entirety for each subcontractor included. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the proposal.

Subcontractor Organization Profile

SUBCONTRACTOR ORGANIZATION PROFILE

Subcontractor Name

Type of Legal Entity

Company Ownership (i.e., Private/Public, Joint Venture)

Headquarters Location

Date Founded

Number of Employees

Last Fiscal Year Company Revenue

Last Fiscal Year Company Net Income

Services to be Provided

% of Revenue from IT Design and Implementation Services

Experience of Subcontractor in Performing the Services to be Provided

Brief Description and Number of Projects that Vendor has Partnered with this Subcontractor on

Locations Where Work is to be Performed

Vendor Corporate Background and Experience The Vendor must describe its corporate background to provide context of the organization that will be providing the products and services in this RFP.

Instructions: Describe the Vendor’s corporate background as it relates to projects similar in scope and complexity to the project described in this RFP. The response to this question is limited to a maximum of three (3) pages.

< Insert Vendor Response >

Vendor’s Understanding of Human Services Instructions: Describe the Vendor’s understanding of Human Services. Discuss the Vendor's strategies and areas of focus related to this service. Discuss key trends affecting Human Services in the next three (3) to five (5) years with specific focus on how the DEPS Vendor will translate these trends in its solution to benefit DCYF. The response to this question is limited to a maximum of three (3) pages.

< Insert Vendor Response >

Customers Served in the Human Services Space Instructions: Describe the customers the Vendor has served in the Human Services domain. To the extent possible, describe the size of the customers served and how they compare to DCYF and the State of Washington, what services were provided, verifiable outcomes intended and achieved, and duration of the relationship. The response to this question is limited to a maximum of three (3) pages.

< Insert Vendor Response >

Vendor’s Financial Management Payment Processing Solution Experience Instructions: Describe the customers the Vendor has served in the Financial Payment Processing Solution domain. To the extent possible, describe the size of the customers served and how they compare to DCYF and the State of Washington, what services were provided, verifiable outcomes intended and achieved, and duration of the relationship.

< Insert Vendor Response >

Enterprise Financial Management and Payment Solution Design, Development, and Implementation Projects Completed in the Last Seven Years The Vendor must list all Enterprise Payment Solution implementations that started, were completed/finished, or were active within the last seven (7) years.

Instructions: Provide a list of all Enterprise Payment Solution implementation projects in the last seven (7) years in Table 3.

Enterprise Payment Solution Projects in the Last Seven Years

Past Project References Include at least three (3) references from projects that demonstrate design, development, and implementation (DDI) experience with Enterprise Payment Solution or similar financial management solutions. Each reference chosen should clearly demonstrate the Vendor’s ability to perform the Scope of Work described in the RFP. The project references must be for Enterprise Payment Solution or comparable projects that are similar in scope, size, and criticality as the services and products requested in this solicitation. These projects must have been performed within the last seven (7) years of the date of this RFP.

Instructions: The Vendor must complete Tables 4, 5, and 6 for all references included in the proposal. The tables may be replicated if the Vendor would like to include more than three (3) references.

Past Project References – Reference 1

PAST PROJECT REFERENCES TEMPLATE

VENDOR INFORMATION

CUSTOMER INFORMATION

Customer Phone:

Customer Fax:

PROJECT INFORMATION

Total Vendor Staff:

Project Objectives:

Project Description:

Vendor’s Involvement:

Project Benefits:

VENDOR KEY PERSONNEL ASSIGNED TO PROJECT

PROJECT MEASUREMENTS

Reason(s) for Change in One-time Cost:

Reason(s) for Change in Value:

Estimated Start & Completion Dates From:

To:

Actual Start & Completion Dates From:

To:

Reason(s) for Difference Between Estimated and Actual Dates:

If the Vendor performed the work as a subcontractor, the Vendor must describe the scope of subcontracted activities:

Describe the project’s billing and invoicing procedures and any special accommodations:

Past Project References – Reference 2

PAST PROJECT REFERENCES TEMPLATE

VENDOR INFORMATION

CUSTOMER INFORMATION

Customer Phone:

Customer Fax:

PROJECT INFORMATION

Total Vendor Staff:

Project Objectives:

Project Description:

Vendor’s Involvement:

Project Benefits:

VENDOR KEY PERSONNEL ASSIGNED TO PROJECT

PROJECT MEASUREMENTS

Reason(s) for Change in One-time Cost:

Reason(s) for Change in Value:

Estimated Start & Completion Dates From:

To:

Actual Start & Completion Dates From:

To:

Reason(s) for Difference Between Estimated and Actual Dates:

If the Vendor performed the work as a subcontractor, the Vendor must describe the scope of subcontracted activities:

Describe the project’s billing and invoicing procedures and any special accommodations:

Past Project References – Reference 3

PAST PROJECT REFERENCES TEMPLATE

VENDOR INFORMATION

CUSTOMER INFORMATION

Customer Phone:

Customer Fax:

PROJECT INFORMATION

Total Vendor Staff:

Project Objectives:

Project Description:

Vendor’s Involvement:

Project Benefits:

VENDOR KEY PERSONNEL ASSIGNED TO PROJECT

PROJECT MEASUREMENTS

Reason(s) for Change in One-time Cost:

Reason(s) for Change in Value:

Estimated Start & Completion Dates From:

To:

Actual Start & Completion Dates From:

To:

Reason(s) for Difference Between Estimated and Actual Dates:

If the Vendor performed the work as a subcontractor, the Vendor must describe the scope of subcontracted activities:

Describe the project’s billing and invoicing procedures and any special accommodations:

Project Organization & Staffing Plan Staffing for the project will include a mix of the Enterprise Payment Solution Vendor, DCYF, and partner vendor staff (e.g., IV&V Vendor), and each will have defined roles and responsibilities, the sum of which must provide a comprehensive capacity of required capabilities. The Vendor must provide an understanding of the needs of the project and demonstrate how it will meet those needs through a mix of Enterprise Payment Solution Vendor, DCYF, and partner staff.

In this section, the Vendor must describe the integrated Project Organization and Staffing Plan required to execute the proposed approach and create the deliverables required for the project. The staffing plan should be a balanced complement of Vendor and DCYF project resources. This section must include details of the Vendor’s team, proposed use of subcontractors, and the Vendor's requirements of DCYF project resources. This section should include a visual representation of the Vendor and its relationship with the DCYF project staff organization with reporting structures. The Vendor must also describe the required staffing of business and technical resources DCYF must provide to support the creation of all deliverables. The staffing plan must include the number of resources (both business and technical), role and responsibilities, level of participation (density of time on the project) and necessary capabilities / skills.

Key Project Personnel identified in the proposal for the project are considered to be the core Vendor resources and are therefore required to be the major participants in all procurement activities (e.g., oral presentations) and project delivery activities. If the Vendor is selected, its Key Project Personnel cannot be replaced without prior DCYF approval during the life cycle of the project.

Instructions: Provide a Staffing Plan and associated organization chart detailing the number of personnel, level, roles and responsibilities, and team reporting relationships, and identify the approach to providing “shoulder-to-shoulder” links for key staff roles between Vendor staff and DCYF staff. Show proposed Vendor personnel hours by phase, by personnel level, and by role for the entire project, ensuring that these are aligned with the Project Schedule as identified in the RPF Section C.17. As part of this plan, the Vendor must include, at a minimum, all Key Project Personnel proposed as described in Section C.5. The response to this question is limited to a maximum of five (5) pages.

< Insert Vendor Response >

Key Project Personnel Instructions: Refer to Table 7 for the defined key project personnel. The Vendor must include proposed staff to fulfill these key project personnel roles. The proposed staff must demonstrate similar qualifications as those described.

Enterprise Payment Solution Vendor Key Project Personnel Roles

Authorized to commit the resources of the Enterprise Payment Solution Vendor in matters pertaining to the implementation performance of the Contract.

Responsible for addressing any issues that cannot be resolved with the Enterprise Payment Solution Vendor’s Project Manager.

Responsible for all subcontractor relationships.

Minimum of five (5) years direct project oversight and authority over projects in excess of five (5) million dollars.

Special consideration will be given to those who have previously managed Child Welfare Systems accounts.

(Role does not need to be dedicated 100% to the project.)

Authorized to make day-to-day project decisions.

Responsible for facilitating the project by using the project management processes, organizing the project, and managing the team work activities consistent with the approved work plan.

Is responsible for scheduling, reporting project activities, coordinating use of personnel resources, identifying risks and issues, solving problems, and facilitating implementation of DEPS.

Hosts weekly onsite status meetings, monthly milestone meetings, as well as interim meetings.

Assigns Vendor staff to the above meetings as appropriate.

Develops and distributes an agenda and minutes for each meeting.

Provides expert guidance ensuring that policies, business rules, and requirements as defined by DCYF are correctly implemented in DEPS.

Advises DCYF regarding best practices, and recommends modifications to business processes, which improve the overall operations.

Develops and maintains thorough project planning documentation that includes, but is not limited to, a Project Management Plan (PMP), and fully resourced project schedule.

Immediately notifies the DCYF Project Manager on any deviation from agreed upon scope, schedule, budget or level of quality.

Current Project Management Professional certification from the Project Management Institute (PMI), or equivalent.

A total of five (5) years of demonstrated experience in:

Project Management of a project that encompassed the full solution development life cycle from initiation through post implementation for an Enterprise Payment Solution in a State or other US territory;

Preference given to candidates with experience with HHS Agency in a State or other US territory.

Leads the functional design of all the components, has a solution-wide view and ensures each component/module work together to address the Functional Requirements and Use Cases.

Ensures configured DEPS meets all the Functional Requirements.

Provides the methodology/approach to building DEPS.

Five (5) years of demonstrated experience leading the functional aspects of the design, development and implementation (DDI) of enterprise solutions on similar technologies.

Five (5) years of demonstrated experience leading DDI solutions of similar functional scope.

Preference will be given to candidates with experience and subject matter expertise in HHS subject matter areas.

Drives the solution architecture and mapping of required functionality to minimize the need for custom development.

Establishes documentation and technical standards for the project team, and ensures the team adheres to the standards.

Five (5) years of demonstrated experience as an architect for an Enterprise Payment Solution or a solution similar to DEPS described in this RFP.

This includes all necessary configuration, development, data migration and legacy decommission activities.

Must be available as determined by DCYF during stabilization and steady state M&O.

Seven (7) years of experience leading development teams on large-scale IT solution implementations, including experience on at least one case management solution similar in nature to DEPS described in this RFP.

Demonstrated experience with the SDLC methodology that the Vendor will use for this Contract.

Relevant experience and advanced skills with development tools and software language(s) that will be used for the system.

Must have at least three (3) years’ experience performing or overseeing data cleansing, conversion, and implementation activities for similar sized project, including knowledge and experience with data conversion tools and methodologies, data mapping and data transformation.

Minimum of five (5) years of demonstrated experience facilitating instructor-led, online, and a blend of instructor-led/online learning sessions for end user training.

Experience managing projects and effectively communicating with various stakeholders.

Experience leading skills assessments and training effectiveness evaluations.

Ensures the test plans and processes are coordinated with all stakeholders.

At least five (5) years of experience as a testing lead for projects similar in size and complexity to this Enterprise Payment Solution project.

Minimum of three (3) years of experience conducting various test phases and leading teams through complex test scenarios for a large-scale government entity.

Preference will be given to candidates with experience testing solutions similar in nature to DEPS described in this RFP, or with HHS business processes.

Key Project Personnel Resumes The Vendor must include resumes of all proposed Key Project Personnel to this section of the proposal. Each resume must demonstrate experience similar to the position proposed. The resume should include work on projects and the specific functions performed on such projects.

Instructions: Provide a resume for each proposed Key Project Personnel, at a minimum, using the template in Table 8. The table may be replicated depending on the number of key staff resumes that the Vendor would like to include.

Key Project Personnel Resume Template

KEY PROJECT PERSONNEL RESUME TEMPLATE

PERSONNEL INFORMATION

Team Member Name:

Proposed Project Role:

Subcontractor (Y/N)?

Number of Years’ Experience in Role:

Proposed Level of Support for the Project:

SKILLS AND EXPERIENCE

Description of skill sets and experience:

Alignment with expected qualifications as defined in 3.1 Key Project Personnel:

Description of projects performed that are similar in size and scope as this solicitation:

Relevant certifications, including certification numbers and expiration dates:

Financial Stability Dun & Bradstreet Ratings The Vendor must provide the industry standard Dun & Bradstreet (D&B) Ratings that indicates the firm’s financial strength and creditworthiness, assigned to most US and Canadian firms (and some firms of other nationalities) by the US firm D&B. These ratings are based on a firm's worth and composite credit appraisal. Additional information is given in credit reports (published by D&B) that contain the firm's financial statements and credit payment history. Additional information may be requested regarding financial stability for the Vendor and any subcontractors proposed.

Instructions: Provide a D&B Ratings report. Insert the report as part of this response template.

< Insert Vendor Response >

Financial Stability Instructions: The Vendor must provide information about the financial health of the proposing organization, demonstrating the capability of the organization to manage the project financially. The response to this question is limited to a maximum of five (5) pages.

< Insert Vendor Response >

Vendor Qualifications, Experience, and Staffing Assumptions Instructions: The Vendor must document all assumptions related to the response for Qualifications, Experience, and Staffing in the following Table. Add rows to the table as necessary. Do not change any of the completed cells.

Vendor Qualifications, Experience, and Staffing Assumptions

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