1. 1 The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications

2. 2 Agenda Guiding Principles for New ITQ Notes on Contract Structure ITQ Tiers Evaluation Criteria Terms & Conditions Service Category Structure IT ITQ Qualification Requirements Essential Milestones –Web Development Enterprise ITQ Website

3. 3 Guiding Principles for New ITQ Optimized performance Utilize Best value as evaluation method Minimize Risk to Commonwealth and Suppliers Maximize Competition –More defined: Clarified service categories –Narrow the qualification process Better, more tangible information Easier to Administer –Agency/DGS/OIT/Supplier: Process standpoint Timeliness (RFQ to PO to work start) Align with MBE-WBE goals

4. 4 Notes on Contract Structure T&M can be part of the deliverables contract when the following conditions apply: Updating and maintaining current software, in support of the contract Work will be needed for varying projects in support of the contract that have no definitive timetable or deliverable that can be realistically projected. The use of alternative maintenance or development in support of the contract Allow use of p-card under $5000. Allow use of Auto POs Agencies to rate supplier performance on each project. Continue to allow piggybacking under the new ITQ based on the continuing inquiries received from local public procurement units Add new service categories guided by changing technologies, enterprise requirements and agency business needs Retain Open enrollment & add new categories as technology and business needs change

5. 5 ITQ - Tier 1 0-$50,000 –Statement of work (model) –ITQ T&Cs –Allow for mixed T&M and deliverables – Use established rate card for T&M work. T&M can not be greater than 40% of Purchase Order (PO) value –Agency makes selection of supplier –No Competitive solicitation required –$100,000 cap per supplier in same category In same fiscal year by agency No limit on PO quantity To exceed $100K max requires waiver from DGS

6. 6 ITQ – Tier 2 $50,001 - $250,000 –Statement of work (model) –ITQ T&Cs –Allow for mixed T&M and deliverables – Use established rate card for T&M work. T&M can not be greater than 40% of PO value –Expedited RFQ Process –Sent to all suppliers in category –Team selects based on best value –Expected time from receipt of proposals: 2-3 weeks

7. 7 ITQ – Tier 3 Greater than $250,000 –Statement of work (model) 70% Rule in effect for technical –ITQ T&Cs –Allow for mixed T&M and deliverables – Use established rate card for T&M work. T&M can not be greater than 40% of PO value –Standard RFQ Process (mimics RFP Process) –Sent to all suppliers in category –Agencies must request DGS delegation authority (Same as RFP requirement) –Team selects based on best value –Uses recommended percentage allocations Cost, DB, Technical (Same as RFP requirement) –Minimum Point Allocations: »Cost: 30%, MBE/WBE: 20% »Technical provision

8. 8 Master IT Services ITQ Process All IT procurements must comply with ITB EPM 003 Overview of Changes Under $50,000$50,001-$250,000$250,001 and above Requires only 1 quote Select any qualified supplier from ITQ Service Category Includes IT Training Template Solicit all suppliers qualified in a service category Expedited RFQ process and template RFQ Process and follow RFP evaluation process in Procurement Handbook Simplified evaluation process More formal process, mirrors RFP process Template

9. 9 IT ITQ Evaluation Process Best Value Evaluation Criteria Supplier Prior Experience Personnel & Experience Project Plan Approach to Deliverables Domestic Workforce Utilization DB Participation Cost Other

10. 10 New Terms and Conditions Terms and Conditions developed as cooperative effort with IT Suppliers T&Cs are business friendly –Allows for wider participation –T&Cs are nonnegotiable –Will expedite negotiations and approval process –Faster to PO award

11. 11 Service Category Structure Cabling Services –Internal Premise Voice Wiring Support –Internal Premise for Residential Voice and Data Wiring Support –LAN Development/Upgrade and LAN Integration (Planning, Design, Implementation) both Hardwire and Wireless Technologies Consulting Services - IT General –Customer Relationship Management (CRM) –Electronic Document Management Systems (EDMS) –eGovernment –Financial –Operational –Organizational –Planning –Research Consulting Services - IT Security –Managed Security –Vulnerability Scan –Ethical Hacking & Penetration Testing –Independent Services Assessments –Regulatory Compliance Solutions Consulting Services - IV&V Consulting Services - IT Project Management Consulting Services - Radio Services

12. 12 Service Category Structure Consulting Services - Network Services & Telcom Services –Network Services –Customer Relationship Management (CRM) –Call Center/IVR –Voice over IP (VOIP) –Financial –Multimedia –Operational –Organizational –Planning –Research Commercial Off-The-Shelf (COTS) Software Services IT Integrator Services IT Training - Classroom/Non-Classroom Modifiable Off-The-Shelf (MOTS) Software Services Software Development Services –SAP –JAVA –.NET –GIS Software Maintenance Subscription Based Web Application Services

13. 13 IT ITQ Qualification Requirements Must be a registered supplier with the Commonwealth of Pennsylvania Business entity trying to qualify must have a minimum of two (2) years in business prior to proposal submittal date Must complete IT ITQ Questionnaire –Requires Financial to be included –Requires Generic Resumes –Requires Organizational Chart Qualification must occur in one (1) or more of the service categories Must submit three (3) quality references for EACH service category References must demonstrate relevancy to the service category –Ensure size and scope References must meet minimum scoring criteria

14. 14 Current v. New Suppliers Publish Master IT Services ITQ March 2009 For current Qualified Suppliers –Grandfather letters went out March 6, 2009 Must sign and return with contract to be Grandfathered –Grandfathered until Dec 31, 2009 –Must return IT ITQ Qualification Questionnaire by September 30, 2009 –Grandfathered only for current Service categories –Must re-qualify for new service categories –If a not qualified by December 31, 2009, contract will be suspended –April 13, 2009: Reminder sent to grandfathered ITQ suppliers to return acceptance sheets For new Suppliers –Must sign and return contract (may be electronic) –Must complete and return, with all attachments, IT ITQ Qualification Questionnaire –Must qualify for service categories Must submit three (3) quality references for EACH service category

15. 15 Essential Milestones March 2009 –Grandfather letters out to current qualified IT ITQ suppliers –Paper version of IT ITQ Questionnaire available on web site Location to be Determined April 1 2009 –Agencies can solicit and award work under the new IT ITQ Will only solicit those suppliers who have returned signed contracts May 1 2009 –Open enrollment for new suppliers begins June 30 2009 –All work must be completed under old IT Contract ITQ Waiver process in place. Requires CoP and DGS approval July 1 2009 –Work begins under new contract

16. 16 Timeline – Web Development Phase 1: Completed April 10, 2009 –Entire proposal, including client references, will be developed online –No more hardcopy proposal –Suppliers upload Questionnaire and necessary documents Phase 2: Complete May 1, 2009 –Agency view of qualified suppliers and their Company Profile –Supplier proposals are evaluated and results posted –Company profile will include existing functionality in current ITQ website –Financial Data Phase 3: Complete July 2009 –Project Performance Evaluations by agencies –Rate Card

17. 17 Enterprise ITQ Website Link on PA e Marketplace at www.emarketplace.state.pa.us. Directs suppliers to Enterprise ITQ application: www.pasupplierportal.state.pa.us. To get to the new Enterprise ITQ website: –Suppliers: www.pasupplierportal.state.pa.uswww.pasupplierportal.state.pa.us follow links –COPA Employees: www.dgs.state.pa.uswww.dgs.state.pa.us Go to Invitation To Qualify Community For New COPA Suppliers: Registered at www.pasupplierportal.state.pa.us and obtain SAP Supplier number. –Then access the ITQ application, through the bidder tab in the supplier portal Point of contact for questions: Don Bauer, ITQ Manager (717)787-4719) dbauer@state.pa.us