DS 171 250000000027 Operational Consulting Services Tier Two - Statewide Data Strategy Schedule A.docx

Michigan.gov/MiProcurement

SCheduelE A - OPerational consulting services – TIER-TWO Statement of Work Operational Consulting Services Tier-two: Statewide Data Strategy The Contractor selected will be issued a Contract Change Notice and/or Delivery Order for which the terms will be governed by the Contract Terms from appropriate Pre-Qual contracts: 250000000415, 250000000416, 250000000417, 250000000418, 250000000419, 250000000420, 250000000421, 250000000422, 250000000423, 250000000424, 250000000425, 250000000426, 250000000427, 250000000428, 250000000429, 250000000430, 250000000431, 250000000432, 250000000433, 250000000434, 250000000435, 250000000436, 250000000437, 250000000438, 250000000439, 250000000440, 250000000441, 250000000442, 250000000443, 250000000444, 250000000445, 250000000446, and this Statement of Work (SOW) This DS will result in a Contract Change Notice (CN) for Operational Consulting Services through the awarded Contractor.

This schedule identifies the anticipated requirements of any Contract resulting from this DS. The term “Contractor” in this document refers to a bidder responding to this DS, as well as the Contractor who is awarded the contract. The term “Bidder” is used to identify where specific responses to the DS are required.

The Contractor must respond to each requirement or question and explain how it will fulfill each requirement. Attach any supplemental information and appropriately reference within your response.

IMPORTANT NOTE TO CONTRACTORS/BIDDERS: There are specific requirements for which acceptance must be simply acknowledged through a checkbox(es), and others that require further explanation. Click the appropriate checkbox and complete the entries as appropriate.

BACKGROUND

Original Contract requirements apply for this Section, in addition to the following:

Michigan’s state government needs the best possible information to get things done for its residents. In the twenty-first century, that means both access to data and the ability to analyze and use it effectively. The Department of Technology, Management and Budget’s (DTMB) Michigan Center for Data and Analytics’ (MCDA) was established in 2022 to bring this vision to life. MCDA is led by Michigan’s Chief Data Officer and provides partners with the information and insights they need to make evidence-based decisions.

To deliver on its mission, MCDA must invest in a comprehensive, statewide data strategy to enhance evidence-based decision making. Key elements of this strategy will include open data, data literacy, data analytics, data governance, data management, data access, and data sharing. The consulting partner chosen will help MCDA build on each of these key elements to create a holistic data strategy.

SCOPE

Original Contract requirements apply for this Section in addition to the following:

DTMB’s Michigan Center for Data and Analytics seeks to procure the services of a consulting partner to define a comprehensive State of Michigan data strategy, develop a data maturity model, and create an implementation to plan execute the mission, vision, and objectives of the data strategy across the State of Michigan.

From its selected partner, MCDA seeks deep expertise not only in strategic planning, but also data, analytics, and advancing evidence-based decision making in the public sector. The information and deliverables must be custom developed based on SOM needs and with consideration to existing MCDA, DTMB, and state agency operating models. The Contractor will be responsible for leading activities to solicit information from stakeholders and for the development of the deliverables outlined in the Requirements section.

1. REQUIREMENTS

A. General Requirements The Contractor will be responsible for complying with all the Original Contract Requirements and for providing all Deliverables, Services and Staff to perform the work as indicated below.

a) State of Michigan data strategy mission and vision.

b) Guiding principles to ensure data strategy initiatives are aligned to the State of Michigan and deliver value.

c) Review MCDA’s existing use cases and evaluate opportunities for additional use cases that would advance evidence-based decision making.

List all exception(s):

Bidder must describe how they comply with the above requirement(s):

2. Service Requirements A. Timeframes All Contract Activities must be delivered within six months from receipt of order. The receipt of order date is pursuant to the Notices section of the Standard Contract Terms.

List all exception(s):

Bidder must describe how they comply with the above requirement(s):

3. Acceptance A. Acceptance, Inspection, and Testing There are no additional Acceptance criteria for this tier-two solicitation.

List all exception(s):

4. Staffing A. Contractor Representative Please note: All other Original Contract Requirements Apply.

The Contractor must indicate if the Contractor Representative will remain unchanged or if a new Contractor Representative will be assigned to this SOW. Please indicate below:

Contractor Representative Name:

Contractor Representative. Phone Number:

Contractor Representative Email Address:

Years of Experience with Contractor:

B. State Agency Program Manager The State agency Program Manager for each party will monitor and coordinate the day-to-day activities of each individual State agency SOW (each a “State Agency Program Manager”):

Ruth Archer 111 S. Capitol Ave Lansing, MI 48893 ArcherR2@michigan.gov 517-449-8698 [Name] [Street Address] [City, State, Zip] [Email] [Phone]

C. Customer Service Phone Number The Contractor must confirm its phone number for the State to contact the Contractor Representative. The Contractor Representative must be available for calls during the hours of 8:00 Am – 5:00 PM.

List all exception(s):

Bidder must identify its Customer Service Toll-Free Number:

D. Work Hours The Contractor must provide Contract Activities during the State’s normal working hours Monday – Friday, 7:00 a.m. to 6:00 p.m. EST.

List all exception(s):

E. Key Personnel The Contractor must appoint three individuals who will be directly responsible for the day-to-day operations of the Contract, (“Key Personnel”). Key Personnel must be specifically assigned to the State account, be knowledgeable on the contractual requirements, and respond to State inquiries within 24 hours.

The Managing Director is the Contractor resource responsible for providing executive oversight and strategic guidance throughout the project. The Managing Director will serve as the senior point of contact to ensure the alignment of project outcomes with broader State of Michigan data strategy objectives. They should also support key decision-making and assist in resolving high-level issues that may arise.

The Project Manager is the Contractor resource who serves as the primary point of contact for clients. The Project Manager should be responsible for day-to-day activities, including status updates, issue resolution, and ensuring that project deliverables are completed on time and aligned with the overall State of Michigan data strategy goals.

The Lead Data Strategist is the Contractor resource who serves as the primary point of contact for activities such as the developing the overall State of Michigan data strategy, identifying opportunities to enhance data-driven decision-making at the State of Michigan, and improving State of Michigan data maturity.

List all exception(s):

F. Contractor Personnel Please note: All other Original Contract Requirements Apply.

The Contractor must provide detailed, chronological resumes of all proposed Key Personnel, including a description of their work experience relevant to their purposed role as it relates to the RFP.

Qualifications will be measured by education and experience with particular reference to experience on projects similar to that described in the RFP.

Position (Contractor Personnel to be assigned)

1. Managing Director

2. Project Manager

3. Lead Data Strategist

Titles must match those identified in the Original Contract Schedule B - Pricing.

Add additional rows as required.

G. Organizational Chart Please note: All other Original Contract Requirements Apply.

The Contractor must provide an updated Organizational Chart for all personnel assigned to the Contract. Please indicate below:

Org. Chart Attachment Name:

H. Disclosure of Subcontractors Please note: All other Original Contract Requirements Apply If the Contractor intends to utilize additional Subcontractors from those previously provided, please complete the table below. If Subcontractors remain unchanged, please indicate below.

1. Legal business name and full address.

2. State in which business was incorporated.

3. Phone number.

4. Website address.

5. The relationship of the subcontractor to the Contractor.

6. If the Contractor has a previous working experience with the subcontractor, provide the details of that previous relationship.

7. Description of subcontractor’s organization and a description of the Contract Activities that will be performed or provided by the subcontractor.

8. Information concerning subcontractor’s ability to provide the identified Contract Activities.

9. Of the total bid, the estimated price of the subcontractor’s work. (if applicable)

Geographically Disadvantaged Business Enterprise Sub-Contractors: If contractors plan to utilize subcontractors to perform more than 20% of the deliverables under this contract, at least 20% of that subcontracted work must be awarded to Michigan-based Geographically Disadvantaged Business Enterprises (GDBE). Contractor will submit a plan detailing all subcontractors to be used, including the percentage of the work to be done by each. Contractor must inform the State to the name and address of the GDBE, the percentage of the work they will complete, the total amount estimated to be paid to the GDBE and provide evidence for their qualifications as a GDBE. If contractor cannot find GDBE subcontractors to meet this requirement they must provide reasoning and justification to receive an exemption from this requirement from the State. (Existing business relationships will not be an approved reason for this.)

GDBE definition: "Geographically-Disadvantaged Business Enterprise" means a person or entity that satisfies one or more of the following: (i) Is certified as a HUBZone Small Business Concern by the United States Small Business Administration. (ii) Has a principal place of business located within a Qualified Opportunity Zone within Michigan. (iii) More than half of its employees have a principal residence located within a Qualified Opportunity Zone within Michigan, or both.

5. Project Management Original Contract requirements apply for this Section in addition to the following:

A. Agency Reporting The Contractor must submit to the Program Manager, Ruth Archer, the following written reports, which should be submitted weekly:

· Progress to complete milestones, comparing forecasted completion dates to planned and actual completion dates

· Accomplishments during the reporting period, what was worked on and what was completed during the current reporting period

· Tasks planned for the next reporting period

· Identify any existing issues which are impacting the project and the steps being taken to address those issues

· Identify any new risks and describe progress in mitigating high impact/high probability risks previously identified

· Indicate the amount of funds expended during the current reporting period, and the cumulative total to date for the project.

List all exception(s):

6. Service-Level Agreement (SLA) Original Contract requirements apply for this Section in addition to the following:

A. The Contractor will be held accountable to meet the requirements and the service level requirements established in this SOW.

B. The State reserves the right to reconsider or amend SLA amounts.

C. Please Note: Should bidders require clarification or have any questions with regard to the SLAs, they should submit them during the Question and Answer Period of this solicitation; please see the Proposal Instructions for the timeline.

Service Level Agreements for this Contract will be as follows:

2. All reports will be accurate and free of errors. Incomplete or inaccurate reports will be returned to the Contractor.

The acceptable standard is 100% compliance.

Extenuating circumstances will be reviewed by the Program Manager before any Service Credits are assessed.

At the discretion of the State, these credits may be applied toward any payable due to the Contractor or be payable directly to the State.

image1.png