ITS DP C000999 Attachment 2 - Financial Bid Workbook.xlsx
XLSX spreadsheet 34 KB Posted
- Attached to
- Salesforce Integration Modernization for OASAS
- Solicitation number
- 2136824
- Issued by
- Albany County, Albany City, New York
About this file
This is a Financial Bid Workbook for New York State's Office of Information Technology Services (ITS) on behalf of the Office of Alcoholism and Substance Abuse Services (OASAS) for a Salesforce integration modernization contract (DP C000999). The project involves comprehensive assessment, modernization planning, and implementation of 15 in-scope applications, including 13 legacy departmental applications (developed in ColdFusion, Access, Excel, and Outlook) and 2 Salesforce Sandbox applications requiring refactoring and promotion to production. The engagement spans a 24-month contract period with a target go-live date and encompasses five primary phases: Program Governance and Delivery Management, Current-State Assessment and As-IS Documentation, Modernization Strategy and Future-State Design, Requirements through Deployment, and Final Closeout and Transition. The workbook establishes 148 detailed deliverables across these phases, including business process documentation, technical architecture specifications, data migration strategies, configuration and build activities, testing and validation procedures, organizational change management, and knowledge transfer.
Bidders must submit a total fixed-price proposal in the designated cell that encompasses all labor, materials, tools, licenses, travel, overhead, and associated costs for full system implementation. The State has established fixed percentage allocations across key project phases and components (each at 5.0%), which may not be modified; however, bidders must allocate sub-percentages to individual deliverables within each phase that sum to the State's prescribed allocation. Payment is made only upon completion and State acceptance of deliverables at designated milestones, with work on subsequent phases contingent upon formal State approval of prior phase completion. The solicitation includes contracting goals of 6.00% for Service-Disabled Veteran-Owned Businesses, 15.00% for Minority Business Enterprises, and 15.00% for Women Business Enterprises. No previous identical or substantially similar procurements have been awarded within the past five years.
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Financial Workbook
| NYS Office of Information Technology Services (ITS) | |||||||
| DP C000999 NYS Salesforce Integration Modernization for OASAS | |||||||
| Attachment 3 - Financial Bid Workbook | |||||||
| The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document. OASAS/ITS will provide written acceptance or documented revision requests for each deliverable. Below is a list of minimum deliverables to be addressed. Any alteration, modification or completion of any fields other than those highlighted in yellow may result in disqualification of the proposal. Instructions and notes are located at the bottom of this worksheet. | |||||||
| Bidder Name: | 0 | ||||||
| Bidder Proposed Fixed Price: | |||||||
| # | Deliverable Name | Deliverable Type | Payment Percent | Deliverable Amount Payable | Target Completion Timeframe | ||
| 8.1 Program Governance & Delivery Management - Program Initiation Deliverables: | 5.0% | $ - 0 | |||||
| 1 | Project Charter | Document | $ - 0 | 5 days after Project Initiation Date | |||
| 2 | Integrated Master Project Plan | Document | $ - 0 | ||||
| 3 | Governance Framework and Decision Matrix | Document | $ - 0 | ||||
| 4 | Program Communication Plan | Document (Evolving) | $ - 0 | ||||
| 5 | Stakeholder Engagement and Escalation Plan | Document | $ - 0 | ||||
| 6 | Attest to conformance with NYS/ITS OASAS SSDLC Governance Framework | Activity | $ - 0 | ||||
| 7 | Quality Management Plan (Agile/Jira) | Activity | $ - 0 | ||||
| 8 | Resource and Staffing Plan | Document | $ - 0 | ||||
| 8.2 Ongoing Program Management Deliverables: | 5.0% | $ - 0 | |||||
| 9 | Weekly Status Reports | Document | $ - 0 | ||||
| 10 | Executive Steering Committee Briefings | Activity | $ - 0 | ||||
| 11 | RAID Log (Risks, Assumptions, Issues, Dependencies) | Document | $ - 0 | ||||
| 12 | Change Control Log | Document | $ - 0 | ||||
| 13 | Action Item Tracker | Document | $ - 0 | ||||
| 14 | Financial/Budget Tracking Reports | Document (Evolving) | $ - 0 | ||||
| 15 | Schedule and Milestone Tracking | Activity | $ - 0 | ||||
| 8.3 Phase 1 – Current-State Assessment & As-IS Documentation/ 8.3.1. | Enterprise Application Portfolio Assessment Deliverables: | 5.0% | $ - 0 | ||||
| 16 | End-user/departmental applications Classification Matrix (CIA) | Document | $ - 0 | ||||
| 17 | Departmental /End-user computing (Access, Excel, Email-driven) | Document | $ - 0 | ||||
| 18 | User Community and Usage Analysis | Document | $ - 0 | ||||
| 8.3.2 Current-State Business Process Documentation | 5.0% | 0 | |||||
| 19 | Current-State Business Process Repository | Document | $ - 0 | ||||
| 21 | SSDLC-Aligned Workflow Documentation | Document (Evolving) | $ - 0 | ||||
| 22 | Swimlane Process Diagrams | Document | $ - 0 | ||||
| 23 | Operational Workflow Maps | Document (Evolving) | $ - 0 | ||||
| 24 | Manual Workaround Assessment | Document | $ - 0 | ||||
| 25 | Shadow Process Identification | Document | $ - 0 | ||||
| 26 | Business Rules Catalog | Document | $ - 0 | ||||
| 8.3.3 Current-State Technical Architecture Documentation | 5.0% | 0 | |||||
| 27 | Current-State Enterprise Architecture Diagrams | Activity | $ - 0 | ||||
| 28 | Application Architecture Documentation | Activity | $ - 0 | ||||
| 29 | Environment Inventory (Production, Test, Development) | Activity | $ - 0 | ||||
| 27 | Integration Architecture and Interface Inventory | Activity | $ - 0 | ||||
| 28 | API and File Transfer Documentation | Activity | $ - 0 | ||||
| 29 | Entity Relationship Diagrams (ERDs) | Activity | $ - 0 | ||||
| 28 | Current Security Architecture Assessment | Activity | $ - 0 | ||||
| 29 | Authentication and Access Control Review | Activity | $ - 0 | ||||
| 8.3.4 Enterprise Data Assessment & Profiling Deliverables: | 5.0% | $ - 0 | |||||
| 30 | Data Inventory | Activity/Document | $ - 0 | ||||
| 31 | Data Profiling and Quality Assessment Report | Document | $ - 0 | ||||
| 32 | Duplicate and Redundant Data Analysis | Document | $ - 0 | ||||
| 33 | Sensitive Data Identification and Classification | Activity (Evolving) | $ - 0 | ||||
| 34 | o PII | Document | $ - 0 | ||||
| 35 | o PPSI | Document | $ - 0 | ||||
| 36 | o HIPAA-regulated data | Activity | $ - 0 | ||||
| 37 | o Financial and compliance-related data | Activity | $ - 0 | ||||
| 38 | Data Retention and Archival Assessment | Activity | $ - 0 | ||||
| 39 | Data Governance Findings and Recommendations | Activity | $ - 0 | ||||
| 8.3.5 Reporting & Analytics Assessment Deliverables: | 5.0% | $ - 0 | |||||
| 40 | Reporting Inventory As-is To-be Recommendations | Document | $ - 0 | ||||
| 41 | Data Export/Import Assessment | Document | $ - 0 | ||||
| 43 | Reporting Redundancy and Rationalization Analysis | Activity | $ - 0 | ||||
| 44 | Visualization and Dashboard Opportunity and Design | Activity/Milestone | $ - 0 | ||||
| 8.3.6 Enterprise Modernization Roadmap Deliverables: | 5.0% | $ - 0 | |||||
| 45 | Enterprise Modernization Roadmap | Document | $ - 0 | ||||
| 46 | Multi-Horizon Implementation Plan | Document | $ - 0 | ||||
| 47 | o 0–6 Months | Document | $ - 0 | ||||
| 48 | o 6–18 Months | Activity | $ - 0 | ||||
| 49 | o 18–24 Months | Activity/Milestone | $ - 0 | ||||
| 46 | Initiative Prioritization Framework | Activity | $ - 0 | ||||
| 47 | SSDLC Phase and Milestone Plan | Activity | $ - 0 | ||||
| 48 | Dependency and Critical Path Analysis | Activity | $ - 0 | ||||
| 46 | Resource Capacity Planning | Activity/Milestone | $ - 0 | ||||
| 47 | Organizational Change Management Strategy | Activity | $ - 0 | ||||
| 48 | Training and Adoption Strategy | Activity | $ - 0 | ||||
| 49 | Operational Readiness Strategy | Activity/Milestone | $ - 0 | ||||
| 50 | Risk Register and Mitigation Plan | Activity | $ - 0 | ||||
| 51 | Budgetary and Cost Estimation Model | Activity | $ - 0 | ||||
| 8.4 Phase 2 — Modernization Strategy & Future-State Design | |||||||
| 8.4.1 Application Modernization Strategy Deliverables: | 5.0% | $ - 0 | |||||
| 52 | Application Modernization Assessment Report | Activity | $ - 0 | ||||
| 53 | 6R Disposition Analysis per Application (Retain, Retire, Replace, Rehost, Re-platform, Refactor) | Document | $ - 0 | ||||
| 54 | Business Value and Complexity Scoring Matrix | Document | $ - 0 | ||||
| 55 | Modernization Prioritization Matrix | Activity/Document | $ - 0 | ||||
| 8.4.2 Future-State Salesforce Architecture Deliverables: | 5.0% | $ - 0 | |||||
| 56 | Target-State Enterprise Architecture Blueprint | Document | $ - 0 | ||||
| 57 | Salesforce Org and Environment Strategy | Activity/Document | $ - 0 | ||||
| 58 | API and Event-Driven Architecture Strategy | Document | $ - 0 | ||||
| 59 | Middleware Architecture Design (MuleSoft or equivalent) | Activity/Document | $ - 0 | ||||
| 60 | Canonical Data Model | Activity | $ - 0 | ||||
| 61 | External System Connectivity Strategy | Activity | $ - 0 | ||||
| 62 | DevOps / CI-CD Architecture | Activity | $ - 0 | ||||
| 63 | Reporting and Analytics Architecture | Activity | $ - 0 | ||||
| 64 | Tableau / CRM Analytics Strategy | Activity | $ - 0 | ||||
| 65 | Scalability and Performance Design Considerations | Activity | $ - 0 | ||||
| 8.4.3 Security, Identity & Compliance Architecture Deliverables: | 5.0% | $ - 0 | |||||
| 66 | Enterprise Identity and Access Management Strategy | Activity/Document | $ - 0 | ||||
| 67 | SSO and MFA Architecture Design | Activity/Document | $ - 0 | ||||
| 68 | Salesforce Security Model Blueprint | Activity/Document | $ - 0 | ||||
| 69 | Data Classification Matrix | Activity/Document | $ - 0 | ||||
| 70 | Encryption and Key Management Strategy | Activity | $ - 0 | ||||
| 71 | Data Masking and Privacy Controls | Activity | $ - 0 | ||||
| 72 | Audit Logging and Monitoring Strategy | Activity | $ - 0 | ||||
| 73 | Compliance Controls Crosswalk | Document | $ - 0 | ||||
| 74 | o NYS Information Security Policy | Document | $ - 0 | ||||
| 75 | o HIPAA | Document | $ - 0 | ||||
| 76 | o CFR42 | Document | $ - 0 | ||||
| 77 | o NIST | Document | $ - 0 | ||||
| 78 | o FISMA Moderate | Document | $ - 0 | ||||
| 79 | o SOC 2 | Document | $ - 0 | ||||
| 78 | Security Risk Assessment | Activity | $ - 0 | ||||
| 79 | Security Remediation Recommendations | Activity | $ - 0 | ||||
| 8.4.4 Salesforce Internal Applications (14 & 15) Architecture & Security Review Deliverabless: | 5.0% | $ - 0 | |||||
| 80 | Salesforce Well-Architected Assessment Report | Document/Activity/Milestone | $ - 0 | ||||
| 81 | Security Compliance Assessment | Activity | $ - 0 | ||||
| 82 | Refactoring Recommendations Report | Activity | $ - 0 | ||||
| 83 | Remediation Backlog and Prioritization Matrix | Activity | $ - 0 | ||||
| 8.4.5 Enterprise Data Migration Strategy Deliverables: | 5.0% | $ - 0 | |||||
| 84 | Enterprise Data Migration Strategy | Document | $ - 0 | ||||
| 85 | Migration Sequencing Plan | Activity | $ - 0 | ||||
| 86 | Migration Approach Recommendation Big Bang vs Phased/Parallel Run | Document | $ - 0 | ||||
| 87 | Source-to-Target Mapping Specifications | Document | $ - 0 | ||||
| 88 | Data Transformation Rules | Document | $ - 0 | ||||
| 89 | ETL/ELT Architecture and Pipeline Design | Activity/Milestone | $ - 0 | ||||
| 90 | Data Cleansing and Standardization Plan | Activity | $ - 0 | ||||
| 91 | Data Validation and Reconciliation Procedures | Activity | $ - 0 | ||||
| 92 | Mock Conversion and Testing Strategy | Activity/Milestone | $ - 0 | ||||
| 93 | Rollback and Contingency Procedures | Activity | $ - 0 | ||||
| 94 | Data Cutover Plan | Activity | $ - 0 | ||||
| 8.5 Phase 3 - Requirements, Design, Development, Testing, Pilot & Deployment Deliverables : | 5.0% | $ - 0 | |||||
| 95 | Approved Business Requirements Document (BRD) | Document | $ - 0 | ||||
| 96 | Functional Requirements Specification (FRS) | Activity | $ - 0 | ||||
| 97 | Technical Requirements Specification (TRS) | Document | $ - 0 | ||||
| 98 | Solution Design Document | Document | $ - 0 | ||||
| 99 | Detailed Configuration Specifications | Document | $ - 0 | ||||
| 100 | Technical Design Specifications | Activity/Milestone | $ - 0 | ||||
| 101 | Integration Design Specifications | Activity/Document | $ - 0 | ||||
| 102 | Non-Functional Requirements Documentation | Activity/Document | $ - 0 | ||||
| 103 | Test Strategy and Master Test Plan | Activity | $ - 0 | ||||
| 8.5.1 Build & Configuration Deliverables: | 5.0% | $ - 0 | |||||
| 104 | Configured Salesforce Applications | Activity/Document | $ - 0 | ||||
| 105 | Custom Components and Automations | Activity/Document | $ - 0 | ||||
| 106 | Workflow and Approval Configurations | Activity/Document | $ - 0 | ||||
| 107 | Integration Services and APIs | Activity/Document | $ - 0 | ||||
| 108 | Validation Rules and Business Logic | Activity/Document | $ - 0 | ||||
| 109 | Reports, Dashboards, and Analytics | Activity/Milestone | $ - 0 | ||||
| 110 | DevOps Pipelines and Deployment Automation | Activity/Document | $ - 0 | ||||
| 111 | Source Code Repository and Documentation | Activity/Document | $ - 0 | ||||
| 8.5.2 Refactoring Salesforce & Production Readiness Deliverables (14, 15): | 5.0% | $ - 0 | |||||
| 112 | Refactored Sandbox Applications | Activity/Document | $ - 0 | ||||
| 113 | Updated Security Configuration | Activity/Document | $ - 0 | ||||
| 114 | Deployment Automation Scripts | Activity/Document | $ - 0 | ||||
| 115 | Production Migration Plan | Document | $ - 0 | ||||
| 116 | Release Readiness Checklist | Document | $ - 0 | ||||
| 117 | Post-Deployment Validation Results | Activity/Milestone | $ - 0 | ||||
| 118 | Smoke Testing Results | Activity/Milestone | $ - 0 | ||||
| 119 | Production Transition | Activity | $ - 0 | ||||
| 8.5.3 Testing & Validation Deliverables: | 5.0% | $ - 0 | |||||
| 120 | System Integration Testing (SIT) Plan and Results | Document | $ - 0 | ||||
| 121 | User Acceptance Testing (UAT) Plan and Scripts | Activity | $ - 0 | ||||
| 122 | UAT Sign-Off Documentation | Document | $ - 0 | ||||
| 123 | Performance and Load Testing Results | Document | $ - 0 | ||||
| 124 | Security and Vulnerability Testing Results | Document | $ - 0 | ||||
| 125 | Defect Logs and Resolution Tracking | Activity/Milestone | $ - 0 | ||||
| 126 | Regression Testing Results | Activity | $ - 0 | ||||
| 127 | Operational Readiness Validation Report | Activity | $ - 0 | ||||
| 8.4.5 Enterprise Data Migration Strategy Deliverables: | 5.0% | $ - 0 | |||||
| 128 | Pilot Deployment Plan | Document | $ - 0 | ||||
| 129 | Pilot Evaluation and Findings Report | Activity | $ - 0 | ||||
| 130 | Production Deployment Plan | Document | $ - 0 | ||||
| 131 | Cutover and Rollback Runbooks | Document | $ - 0 | ||||
| 132 | Go-Live Readiness Assessment | Document | $ - 0 | ||||
| 133 | Production Support Transition Plan /Knowledge Transfer Sessions | Activity/Milestone | $ - 0 | ||||
| 134 | Operations and Support Runbooks | Activity | $ - 0 | ||||
| 8.5.5 Organizational Change Management, Training & Knowledge Transfer Deliverables – all applications: | 5.0% | $ - 0 | |||||
| 135 | Role-Based Training Curriculum | Document | $ - 0 | ||||
| 136 | o Salesforce Administrator Training Materials | Activity | $ - 0 | ||||
| 137 | o End-User Training Materials | Document | $ - 0 | ||||
| 138 | o Super User Enablement Plan | Document | $ - 0 | ||||
| 139 | Recorded Knowledge Transfer Sessions | Document | $ - 0 | ||||
| 140 | Support and Operations Runbooks | Activity/Milestone | $ - 0 | ||||
| 141 | Governance and Center of Excellence Recommendations | Activity | $ - 0 | ||||
| 8.5.6 Final Closeout & Transition Deliverables: | 5.0% | $ - 0 | |||||
| 142 | Final Executive Summary Report | Activity/Documents/Milestone | $ - 0 | ||||
| 143 | Lessons Learned Documentation | Activity/Documents/Milestone | $ - 0 | ||||
| 144 | Final Architecture Repository | Activity/Documents/Milestone | $ - 0 | ||||
| 145 | Complete Documentation Repository | Activity/Documents/Milestone | $ - 0 | ||||
| 146 | Final Risk and Issue Closure Report | Activity/Documents/Milestone | $ - 0 | ||||
| 147 | Operational Transition Sign-Off | Activity/Documents/Milestone | $ - 0 | ||||
| 148 | Project Closure Report | Document | $ - 0 | ||||
| Total: | 100.0% | $ - 0 |
| Instructions and Notes | |
| 1 | Overall - The Bidder must provide in cell F6 the total fixed price for implementing the full system as required by this solicitation. The value is inclusive of all deliverables, labor, materials, tools, licenses, travel, overhead and any other associated costs. The percentages across the key project phases/components is allocated by the State and may not be modified. |
| 2 | Breakdown by deliverable - The Bidder must input the sub-percentages by individual deliverables within each phase/component in column E. The sub-percentages must add up to match the State provided percentage allocation for that phase/component. The price will auto calculate in column F. |
| 3 | Approval - The Bidder must ensure that the deliverables are completed and approved in time to meet the 24 month go-live date. Payment will be made only after all the deliverables indicated in each of the phase are completed and accepted by the State prior to the payment milestone for that category. Work will not begin on the next phase until all aspects of the prior phase are completed and the State provides formal approval for the Bidder to proceed. |
| 4 | Evolving deliverables - Baselined versions of deliverables that evolve throughout the lifecycle of the contract will be accepted by the State. However, they will need to be updated, submitted and approved for each phase until the full, complete version is finally signed off prior to the closure of the contract. Interim or draft versions will not be considered acceptable for the purposes of milestone completion of payment. |
| 5 | Target Completion Timeline - The Bidder must provide a target completion timeline for each major phase/component and/or individual deliverable using the project initiation date or another key milestone. The State reserves the right to change proposed timelines to meet the best interest of the State. |
| 6 | It is the responsibility of the Bidder to ensure spreadsheet calculations are correct. |
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