RFP S-40400-00011842 ATTACHMENT F - Definitions.pdf

PDF 29 KB Posted Oct 15, 2024

Attached to: Financial Case Management System (COTS) (SaaS)
Solicitation number: S-40400-00011842
Issued by: Marion County, Oregon

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Written by GovTribe AI · Oct 16, 2024

This document is an attachment titled "DEFINED SOLICITATION TERMS" that defines key terminology related to a Request for Proposals (RFP) issued by the Oregon Office of Public Defense Services (OPDS) for a Financial and Case Management System (FCMS). The RFP seeks a Solution that will modernize the agency's existing system, with activities including configuration, third-party integration, and implementation. Key roles include Contractor, Key Personnel, and Workers. The RFP outlines the evaluation process, desired deliverables, and contractual terms.

The pricing and funding details are not explicitly provided in this attachment. However, the document indicates the Contract will be awarded to the selected Proposer, and the Statement of Work will outline the payment schedule for deliverables and milestones. The RFP does not mention any set-asides, incumbents, or specific funding sources.

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Other files

File	Type	Posted
RFP S-40400-00011842 ATTACHMENT D - DB Outreach Plan.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT E - Responsibility Inquiry.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT G1 - FCMS SEC STDS. INTRODUCTION.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT H - FCMS DRAFT MODEL CONTRACT.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 Addendum 1-Att 1.pdf	PDF	Oct 15, 2024
RFP_S-40400-00011842_FCMS~1.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 FCMS Add 2-Attachment A v2.0.xlsx	XLSX spreadsheet	Oct 15, 2024
RFP S-40400-00011842 FCMS Add 2-Pre-Prpsl QstnsRqst4Clrf 2024 1126~2.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT I - Change Order Agreement - Template.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 Addendum 1.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 FCMS Addendum 4.pdf	PDF	Oct 15, 2024
Addendum 1~20.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT A - FCMS PRICE PROPOSAL WORKBOOK.xlsx	XLSX spreadsheet	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT B - Disclosure Exemption Certificate.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT C - Proposer Info and Certification .pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT G2- STATEWIDE SECURITY STANDARDS.xlsx	XLSX spreadsheet	Oct 15, 2024
RFP S-40400-00011842 ATTACHMENT J - FCMS - Functional and Technical Requirements V5 2024-09-27 VENDOR COPY.xlsx	XLSX spreadsheet	Oct 15, 2024
RFP S-40400-00011842 Add 2 FCMS 2024 1127 Clarification.pdf	PDF	Oct 15, 2024
RFP S-40400-00011842 FCMS Addendum 3.pdf	PDF	Oct 15, 2024

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ATTACHMENT G: DEFINED SOLICITATION TERMS

1. “Agency” means OPDC.

2. “Authorized

Representative”

means

person

representing

party

the

RFP

and

Contract

who

authorized

make

commitments

and

decisions

behalf

the

party

regarding

the

performance

the

Contractor

within

the

RFP

and

Contract.

3. “Configuration”

means

the

creation

comprehensive

collection

settings

and

values

that

are

referenced

the

software

system

deliver

required

functionality.

Configuration

does

not

lead

forked

code

base,

and

existing

configuration

may

easily

applied

new

updated

base

system.

4. “Contract”	means	the	agreement	entered	between	Agency	and	Contractor
through	which	Contractor	provides	the	System	and	the	required	Services	for	the
benefit	of	the	Agency.

5. “Contractor” means the Proposer selected for Contract award.

6. “Customization”

means

the

modification

existing

base

software

system

for

the

unique

needs

the

Agency

such

way

that

the

changes

require

forked

(separate

and

ongoing)

maintenance

and

testing

from

that

required

for

the

base

system,

i.e.,

forked

separate

code

base.

7. “Deliverables”	means	all	Services	and	Work	Product	Contractor	is	required	to
deliver	to	the	Agency	under	the	RFP	and	negotiated	Contract.

8. “Documentation”	means	all	documents,	including	documents	that	are
Deliverables	described	in	a	Statement	of	Work,	and	which	may	include	operator’s
and	user’s	manuals,	training	materials,	guides,	commentary,	listings,
requirements	traceability	matrices	and	other	materials	for	use	in	conjunction
with	and	for	the	operation	of	the	Services.	Documentation	includes	documents	in
hard	copy	or	electronic	form.

9. “Employee”

pursuant

the

Governor

the

State

Oregon’s

Executive

Order

21-29

(EO-21-29),

means

any

person

employed

the

Executive

Branch,

but

does

not

include

individuals

whose

only

work

for

the

Executive

Branch

volunteer

board,

commission,

council

member,

and

whose

compensation

limited

stipend

per

diem.

“Employee”

does

not

include

elected

appointed

District

Attorneys

Workers.

10. “Evaluation	Committee”	means	the	Evaluators	and	Advisers	selected	to
participate	in	the	evaluation	of	the	Responsive	Proposals	received	based	on	the
evaluation	criteria	set	forth	in	the	RFP.

11. “FCMS” means Financial and Case Management System.

12. “Implementation”

means

the

activities

integrating

the

Goods,

Services,

their

components

into

the

workflow

and

data

flow

The

Agency

achieve

the

desired

outcomes

the

Project.

13. “Key	Person”	means	Personnel	deployed	in	any	of	the	following	roles:
management	or	leadership,	particular	subject	matter	experts,	or	in	any	role	that
includes	the	authority	to	directly	or	indirectly	plan	and	control	particular	activity
relevant	to	a	project	or	enterprise.

14. “Modernization”	is	the	practice	of	leveraging	technology	to	meet	expanding
business	needs	and	goals	to	exist	and	compete	in	today’s	digital	environment.

15. “OPDS” means the Oregon Office of Public Defense Services.

16. “Personnel”	means	the	Contractor’s	employees,	subcontractor(s),	affiliates,	joint
venture	partners,	or	team	members;	and	consultants	engaged	by	any	of	those
entities;	and	may	include	Workers.

17. “Program” means the OPDS FCMS.

18. “Proposal” means a Proposer’s submittal in response to this RFP.

19. “Proposer”	means	an	individual,	corporation,	business	trust,	partnership,	limited
liability	company,	association,	joint	venture,	government,	public	corporation	or	other
legal	or	commercial	entity	that	has	submitted	a	Proposal.

20. “Responsible”	means	the	Proposer	has	met	the	standards	of	responsibility	identified
in	ORS	279B.110.

21. “Responsive” means a Proposal that complies with the requirements of the RFP.

22. “RFP” means Request for Proposals.

23. “Services”

means

all

effort

expended

Proposer

set

forth

the

Scope

Work

the

RFP.

24. “Solution” is defined in RFP Section 1.1.

25. “SPC” means the Single Point of Contact for the RFP.

26. “Statement

Work”

“SOW”

means

the

draft

document

that

describes

the

product

and

services

likely

provided

the

awarded

Proposer

under

Contract

including

the

tasks,

deliverables

and

milestones,

the

measurable

attributes

each

deliverable,

identification

the

deliverables

and

services

that

are

associated

with

each

task

and

completion

date

for

each

milestone

and

deliverable,

the

payment

schedule

for

each

deliverable

and

milestone,

and

any

other

items

agreed

the

parties

including

amendments

the

agreement.

27. “State” means the State of Oregon.

28. “System”

collection

software

and/or

application

functionalities

working

together

produce

outcome.

This

may

Commercial

Off

the

Shelf

(“COTS”)

System,

integrated

custom

system.

For

example,

system

may

comprised

single

COTS

technology

many

COTS

technologies

working

together

produce

set

functionalities.

29. “Task” means a segment of the Services to be provided by Proposer under the Contract.

30. “Third-Party

Integration”

means

the

inclusion

the

Contractor

software

system

subsystem

that

owned

maintained

third

party,

including

open-

source

software

licensed

software.

Third-party

integration

typically

used

provide

well-defined

functionality

using

best

breed,

existing

solution.

31. “Worker”,

pursuant

EO-

21-29,

means

individual

who

not

Employee,

and

engaged

provide

goods

services

the

Executive

Branch

through

any

formal

informal

agreement,

whether

compensated

uncompensated.

Individuals

are

exempt

from

the

definition

Worker

unless

any

provision

the

agreement

provide

goods

services

requires

work

performed

person

and

site

Executive

Branch

worksite,

regardless

frequency,

whether

other

persons

are

present,

any

contingent

nature

that

requirement.

32. “Written” means required format intended to be read or used as a reference.

File details come from the government source that posted it. Updated Oct 16, 2024.