IT CONSULTING, INTEGRATION, & APPLICATION DEVELOPMENT AND MAINTANENCE 1.0 General Information ..............................................................................................................................2

1.1 Purpose ..............................................................................................................................................2 1.2 General ...............................................................................................................................................3 1.3 Terminology .......................................................................................................................................3 1.4 Contract Usage and Limits ...............................................................................................................3 1.5 Body Shop Project Requests (BSPR)..............................................................................................4 1.6 Full Service Project Requests (FSPR).............................................................................................4 1.7 Emergency Project Requests...........................................................................................................4

2.0 Bidder Information ................................................................................................................................4 2.1 Confidentiality....................................................................................................................................4 2.2 Software/Hardware/Ownership of Product .....................................................................................5 2.3 Multiple Contracts .............................................................................................................................5 2.4 Contract Term / Applicability of Bid Hourly Rates .........................................................................6 2.5 Funds Availability..............................................................................................................................6 2.6 Transition Clause ..............................................................................................................................6 2.7 Retainage ...........................................................................................................................................6 2.8 Addition of New Application Language, Database or Toolset......................................................6 2.9 Regarding the Purchase Bureau Standard Terms and Conditions..............................................7 2.10 – 2.17 Deleted..................................................................................................................................7 2.18 Prime Contractor Responsibilities ................................................................................................7 2.19 Joint Ventures and Limited Partnerships .....................................................................................7 2.20 Minority/Female Business Subcontractor Utilization Plan .........................................................7

3.0 Background and Specifications ..........................................................................................................8 3.1 Statement of Problem .......................................................................................................................8 3.2 State Project Management ...............................................................................................................8 3.3 Requirements – Information Systems Consulting.........................................................................8

3.3.1 Strategic Planning ......................................................................................................................8 3.3.2 Business Processes Reengineering (BPR)..............................................................................9 3.3.3 Feasibility Studies ......................................................................................................................9 3.3.4 Contingency Planning / Business Recovery Services..........................................................10

3.4 Requirements – Systems Integration ............................................................................................11 3.5 Requirements – Application Development ...................................................................................13

3.5.1 Project/System Definition ........................................................................................................14 3.5.2 Project/System Design .............................................................................................................14 3.5.3 Programming.............................................................................................................................15 3.5.4 Project / System Implementation ............................................................................................15

3.6 Requirements – Applications Development Maintenance .........................................................16 4.0 Proposal Format And Content – Deleted..........................................................................................17 5.0 Evaluation of Proposals Section – Deleted ......................................................................................17 6.0 Method of Operation ...........................................................................................................................17

6.1 "Body Shop" Project Requests (BSPR) ........................................................................................17 6.1.1 BSPR Acceptance, Record Keeping and Payment ...............................................................20

6.2 Full-Service Project Requests (FSPR)...........................................................................................21 6.2.1 FSPR Acceptance, Record Keeping and Payment................................................................24

Based on the joint circular letter by the Division of Purchase and Property (DPP) and the Office of Management & Budget (OMB) which is listed as DPP/OMB Circular Letter 98-06, the following charges may not be financed over time:

• Maintenance charges for equipment, computer hardware and software • Programming charges

• Systems conversion charges • Design and development charges for software, hardware, local area networks, etc. • Service charges • Professional service fees • Training • Consultant fees

Given the fact that T-0817 does not provide for lease options, State contractors may not offer and State Using Agencies may not solicit or accept lease options or financing terms for the above service charges. SET-ASIDE SUBCONTRACTING FOR MBE/WBEs: The following vendors have contractually agreed to use minority-owned business enterprises (MBEs) and/or woman-owned business enterprises (WBEs) during the course of project engagements that result from the award of this contract: IBM Corporation Performance Development Corp Kforce Specialty Systems, Inc Software Galeria, Inc The following vendors committed to a good faith effort to use MBEs and/or WBEs during the course of project engagements that result from the award of this contract: American Management Systems Mathtech, Inc Systemetrix Design Group Contract compliance is the responsibility of the Using Agency. Therefore, agencies are to ensure vendors' compliance with the set-aside contract requirement. Vendors have been instructed to supply Using Agency project managers with information on payments made to MBEs and WBEs utilized as subcontractors during the course of a project engagement, and that such information should, at a minimum, accompany the vendors' requests for payment submitted to the State. Using information supplied by the vendor, Using Agency project managers are to fill out the SUBCON-TRACTOR PAYMENT RECORD form, which is part of the Notice of Award, and forward it to the Department of Commerce as per its instructions. 1.0 General Information 1.1 Purpose The purpose of this request for proposal is to solicit bids from vendors qualified to manage and perform information technology services including:

• Systems Consulting • Systems Integration • Application Development • Application Development Maintenance

A term contract was awarded within each of the above four service categories to responsive/responsible bidders whose proposals represent the most advantageous offers to the State, price and other factors considered. This contract contains distinct groupings of contractors. The State does, however, reserve the right to issue individual RFPs for any requirements.

Term contracts awarded through this RFP will be primarily for the use of the Executive Branch of New Jersey State government. That use will be controlled by the policy and procedure established by the Office of Information Technology (OIT) and the Purchase Bureau. 1.2 General The term contracts discussed herein may be used in two ways; first, for full service implementation, where an agency contracts for a complete category/sub-category, and second, when an agency needs individuals to assist in a category/sub-category on a "body shop" or supplemental basis. The body shop method will be primarily used in the Applications Development category (Section 3.5). The initial estimate for the amount of effort required for a single project for either method is set at $500,000 for all categories except Applications Development Maintenance (Section 3.6). In this case the limit for the initial estimate for the amount of effort required for a single project is established at $1,000,000. All required full services will normally be acquired through the issuance of an agency project request identifying specific requirements, the receipt and evaluation of vendor proposals and issuance of a subsequent purchase order. Body shop requests will normally be issued where requested staff will be utilized for the purpose of supplementing the staff of an existing project team. Emergency requirements for highly skilled technical assistance may at times be satisfied through contracted vendors as well. A fully advertised Request for Proposal (RFP) will normally be issued outside of this contract through the Purchase Bureau if the work is not within the dollar limitations of this contract. See Section 1.4. 1.3 Terminology "Vendor", "bidder", and "firm" are interchangeable. "Contractor" and "contract vendor" apply to vendors who are placed under contract for one or more categories of service as a result of this RFP. "Body Shop or Body Shop Project Request (BSPR)" refers to requirements for skilled individuals to augment existing project resources in applications development areas where a need for special skills has been identified. "Full Service Project Request (FSPR)" refers to a project which requires a multitude of skilled resources spanning its life cycle. For example, this could be a systems integration project which requires an engagement manager and one or more systems integrators to fulfill all project deliverables. "Bid" refers to a vendor's preparation or submittal of a proposal in response to this RFP. "Quote or FSPR" refers to a firm, fixed price quote by a contractor in response to a specific work request issued pursuant to this RFP. 1.4 Contract Usage and Limits This contract contains lists of qualified contractors in each of the four service categories. Awarded contracts may not satisfy the total requirements of a large project. Specific project and body shop contracts will be issued on an as-needed basis only. The issuance of a term contract is not a guarantee of work under this contract.

In general, the State will use these contract lists to engage the services of one or more contractors when the need for services becomes apparent. However, the State reserves the right, at its sole option, to elect not to utilize these contracts in certain instances. For example, where the State's initial estimates show that total expenditures for the project can be expected to exceed the limits stated above. In addition, the Director of the Division Purchase and Property specifically reserves the right, on an individual project basis, to authorize the use of this contract above and beyond the dollar limitations established when it is determined to be in the State's best interest. 1.5 Body Shop Project Requests (BSPR) These requests will be used when the initial estimate for the amount of the required effort for a single project is $500,000 or less. The Using Agency, with the approval of the Division of Purchase and Property, reserves the right to extend the timeframes as well as the total expenditures covered by the project request resulting from the body shop requests up to a maximum of $550,000. Under no circumstances will the total expenditures on a single project exceed $550,000 under this contract. Any work performed under extension(s) of the body shop service request must be performed at the contract rates in effect when the contractor was initially selected and engaged for the BSPR. 1.6 Full Service Project Requests (FSPR) These contracts will be used when the initial estimate for the amount of the required effort is $500,000 or less for each project for Applications Development, Systems Consulting, or Systems Integration, or $1,000,000 or less for each project for Application Development Maintenance. The State reserves the right to request additional work, outside the original scope of work, for an amount that represents the difference between the firm, fixed cost bid and the cap of $550,000 for each Applications Development, Systems Consulting, or Systems Integration project or $1,100,000 for each Applications Development Maintenance project. Such additional work must be clearly outside the scope of the original project specifications and must not be undertaken without prior written authorization from the Purchase Bureau. If the State determines that additional work is required, the contractor must submit a written statement detailing the specific work to be performed. Any additional work proposed outside the original scope of work must be proposed and, if approved and worked, paid at the all-inclusive rates in effect on the date the FSPR was opened. 1.7 Emergency Project Requests Occasionally, emergency or unique circumstances may make it necessary for the State to engage the services of a specific contractor without the formality of a competitive process. The combined limit of any emergency work on a single project will be $100,000. Emergency project requests must not be used to extend BSPRs or FSPRs above the maximum cap limits stated herein. Under no circumstances can an existing BSPR or FSPR be extended for emergency reasons. All emergency project requests must be submitted to OIT. 2.0 Bidder Information 2.1 Confidentiality All data contained in the documents or files supplied by the State of New Jersey to contract vendors are to be considered confidential and shall be solely for the use of the requesting agency. The contractor must use reasonable care to protect the confidentiality of the data. The contractor may also be required to execute a confidentiality agreement. Any use, sale or offering of this data in any form by the vendor, his employees or assignees will be considered in violation of this contract and will cause the infraction to be reported to the State Attorney

General for possible prosecution. Penalties for violations of such guarantees will include, but are not limited to, cancellation of contract and/or legal action with no costs paid by the State. Contracted vendor personnel may be required to undergo a background check depending upon agency requirements. 2.2 Software/Hardware/Ownership of Product After award of contracts, the following will apply: it is the intention of this RFP to provide contracts to vendors for varied consulting services, some of which will lead to the development or modification of software. Contractors may include specific software products in their quotes for full service application development projects. However, responses of this type must cover both of the following approaches for evaluation purposes:

• The cost for a custom design solution, using only personnel and their hourly rates • The cost of the solution using a packaged software product(s) and hourly personnel, and

including the rationale for using the recommended software product(s) and the advantage to the State.

The evaluation of quotes will consider both approaches. If it is deemed in the State's best interest to use the software product solution, the State may acquire it from an existing contract, if available, or directly from the bidding contractor using the appropriate procurement mechanism. The following rules will apply:

• The normal contract limits for each engagement will remain in force.

• The cost of the license of the software being proposed must be included in the vendor's proposal and quote.

• The ongoing renewal cost of maintaining the license on an annual basis, after the vendor has completed the engagement, must be clearly identified in the vendor's proposal.

• Under normal circumstances, the State intends to procure software from the "Minicomputer, Microcomputer, Workstation & Associated Products Term Contract" (T0483) or other contracts in effect.

• No hardware may be procured through this contract; however, if a vendor is proposing a solution that requires specific hardware, its estimated cost must be included in the vendor's project proposal. This cost may be included in the State's evaluation.

• All software (proprietary, package or custom developed), including modifications resulting from this contract, will be the property of the State.

2.3 Multiple Contracts The award of the term contract will not establish any other rights nor will it constitute a commitment that any specific work will be awarded to a given firm. No minimum or maximum amount of work can or will be guaranteed by the State to any firm that receives a contract award. Contractors will be paid only for actual work satisfactorily performed and accepted by the using agency.

2.4 Contract Term / Applicability of Bid Hourly Rates The term of the contracts resulting from this RFP shall be for a two year period beginning at the time of award notification. Additional extensions will be at the discretion of the Director, Division of Purchase and Property and will not exceed a total of three (3) additional years. Body shop requests will be priced in strict accordance with rates bid for skill level(s). Total firm fixed (full service) cost projects, such as feasibility studies, will also be priced using contracted hourly rates in effect when quotes are due. Rates beyond the contract period may be adjusted on an annual basis using the United States Cities All-Items Consumer Price Index. Once proposed and accepted by the Purchase Bureau's issuance of a two year term contract, the contracted hourly rates cannot be raised nor lowered during the life of the contract. 2.5 Funds Availability All requests are conditioned upon appropriation of funds in each fiscal year. 2.6 Transition Clause In the event of contract expiration or termination by the State, it shall be incumbent upon the contractor to continue the contract until new contracts can be completely operational. At no time should this contract extend more than one hundred eighty (180) days beyond the expiration date of the existing contract or termination of the contract by the State of New Jersey. Vendors will be reimbursed for any contracted service during this period at the last year's rate of current contract. 2.7 Retainage Retainage will be required on all work covered under this contract. The amount of retainage is 10%. For FSPRs with a firm fixed cost or maximum upper limit, the Using Agency must retain 10% based on the total cost of the project, from each invoice or invoices. The Using Agency must retain 10% from each invoice submitted during the course of the project. Payment of retainage will be authorized by the Using Agency's project manager after satisfactory completion and submission of all deliverables or work products by the contractor and acceptance by the Using Agency's project manager. For BSPRs the Using Agency must retain 10% of each invoice submitted. At the end of each three (3) month period during the term of the engagement, the Using Agency will review the contractor(s)' performance and if performance has been satisfactory, the Using Agency will release 50% of the retainage for the preceding three (3) month period. Following the expiration of the engagement, retained fees will be released to the contractor after certification by the Using Agency's project manager that all services have been satisfactorily performed. 2.8 Addition of New Application Language, Database or Toolset After a contract is awarded to a specific contractor and a new application language, database or tool set is introduced and the contractor wishes to offer any or all of these under their existing contract, a request initially for addition must be made in writing. The initial request must be submitted to OIT, setting forth justification for the contract addition. Pricing must be based on the all-inclusive hourly rates under contract for the specific skill categories and must include the justification for the requested addition. Rates for the new language added must not exceed the existing contract rates for similar languages under contract but may be less than those rates.

If OIT has a need for the additional services, and the justification, pricing and specifications are in order, OIT will submit the request, with their recommendation, to the Purchase Bureau within the Division of Purchase and Property for approval. The Director, Division of Purchase and Property, specifically reserves the right to solicit competition among all vendors under contract for application development for the new language, database or tool set. Normally, any other contract vendor wishing to offer the additional language, database or tools under their existing contract rate for the four application development skill categories will be allowed to do so. Once the new items are added, the contractor(s) for any specific project service request involving the new additions will be determined in accordance with the procedures established for operation of these contracts. The Director, Division of Purchase and Property, specifically reserves the right to add a new language, etc., without the requirement for competition or to proceed outside of the existing contracts to obtain competition for the new item(s).

• The request must be submitted, in writing, by the contractor to Nan Whyte, State Contract Manager, State of New Jersey, Office of Information Technology, P.O. Box 212, Trenton, NJ 08625-0212. An original and one exact copy must be submitted.

• All additions must be approved in writing by the Division of Purchase and Property BEFORE being offered to any agencies. No request for additions will be considered within 60 days of contract expiration. Failure to obtain Division of Purchase and Property approval may be cause for cancellation and may preclude future contract awards.

2.9 Regarding the Purchase Bureau Standard Terms and Conditions Unless specifically noted, the Purchase Bureau Standard Terms and Conditions take precedence over any similar terms and conditions located in the Special Terms and Conditions or specifications sections of this RFP. Unless specifically noted, Special Terms and Conditions will serve to supplement, but not to supersede, the Purchase Bureau Standard Terms and Conditions. 2.10 – 2.17 Deleted 2.18 Prime Contractor Responsibilities 2.18.1 The State considers the prime contractor to be the sole point of contract with regard to contractual matters and the prime contractor will be required to assume sole responsibility for the complete effort stipulated in the RFP. Payment will be made only to the prime contractor. 2.18.2 The prime contractor is responsible for assuring subcontractor compliance with all terms and conditions of this contract. The prime contractor will assume sole responsibility for any payments due the subcontractor(s) under this contract. 2.19 Joint Ventures and Limited Partnerships 2.19.1 All joint venture members share equally in contractual duties, responsibilities, and obligations. However, only one (1) contractor can be identified to receive all contractual payments for the joint venture. A joint venture should identify a lead contractor who is the contractor who will receive payment and be the State's primary contact for contract administration. 2.20 Minority/Female Business Subcontractor Utilization Plan This contract contains requirements for set-aside subcontracting. Upon contract award, the contractor shall report all payments made to minority and female business subcontractors to the Using Agency's project manager.

3.0 Background and Specifications 3.1 Statement of Problem Considering the State budget process and the associated allocation of funds, it is essential that planning take place 18-24 months in advance. Legislative changes, public mandates, and other factors frequently disrupt these plans and cause project(s) to be relegated to a lower priority or postponed indefinitely. When a project is ultimately addressed, costs are often significantly higher. Implementation delays also lead to a loss of service to the public and revenue to the State. To effectively plan and minimize the impact of such delays, the State needs access to an external resource to assist in completing projects, when in-house resources are unavailable for such purposes. The contracts resulting from this RFP will provide a pool of outside resources to assist with Information Systems Consulting, Systems Integration, Applications Development, and Application Development Maintenance. 3.2 State Project Management A project manager for the State will be appointed for each project under this contract. An OIT project manager will be assigned when contracted vendors are used to supplement staff being managed by OIT. The project manager will be responsible for reviewing and approving all deliverables, invoices, and reports and for resolving all technical issues. 3.3 Requirements – Information Systems Consulting Required services may include:

• Development of strategic plans for information systems and infrastructure • The re-engineering of business processes as they relate to Information Technology • The conducting of information systems feasibility studies • The conducting of disaster recovery and business resumption planning

3.3.1 Strategic Planning Contractors will be expected to assist agencies in the development of strategic plans. This covers three major work steps: performing a business assessment, developing a business strategy, and developing a technology plan for implementing the strategic plan. Performing a business assessment pinpoints critical issues requiring attention, and is both a data and analytically intensive activity aimed at developing a clear and thorough understanding of the business situation. Developing a business strategy consists of identifying the desired future State of the business, the specific objectives to be achieved, and the strategic moves needed to realize them. Developing a technology plan to implement the strategy covers the specific actions or projects that must be undertaken in order to successfully execute the business strategy. The State has defined two levels of skill in the strategic planning area, deemed necessary to meet requirements for full service contracts. Bidders should use the following generic descriptions when responding with individual hourly rates. Engagement Manager – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of six years experience within strategic planning, as defined herein; three years of which should

be in a engagement manager capacity. Has responsibility for managing the strategic planning engage-ment, assuring the delivery of the completed strategic plan on time, within budget and in accordance with established quality standards. Is capable of providing related consultant skills at the most senior level. Has required experience in every aspect of strategic planning and directs and evaluates others in the completion of any or all of the principal tasks associated with the process. Planning Consultant – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of four years experience within strategic planning, as defined herein; two years of which in a senior capacity. As a lead planner, is capable of leading and/or completing all tasks within the strategic planning process. Can work independently in support of a joint planning effort with the State, or perform any or all steps within a full service contract. 3.3.2 Business Processes Reengineering (BPR) Business process re-engineering is defined as the fundamental rethinking and radical redesign of busi-ness processes to achieve a dramatic improvement in performance. BPR consultants typically possess skills and experience in conducting focus group sessions, performing business process operational analyses, and benchmarking business practice and processes. In addition, they must be able to assist clients in developing their business vision for the future. Accordingly, consultants specializing in BPR should possess specialized experience in the target State business and process-related areas. Some examples follow:

• Conduct a "discovery" effort aimed at identifying both problems and issues impacting the performance of the business and the key driver processes

• Select candidate processes for re-engineering and establish performance targets • Redesign the processes to meet performance targets • Prepare the organization for successful implementation of a change in business processes • Implement the redesigned business processes and establish a plan for continuous process

improvement The State has defined two levels of skill in the business process re-engineering area deemed necessary to meet requirements for full service contracts. Bidders should use the following generic descriptions when responding with specific hourly rates. Engagement Manager – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of four years experience within business process re-engineering, as defined herein; two years of which in an engagement manager capacity. Has responsibility for managing and delivering a completed BPR effort, including all aspects as defined herein. Must have required experience and be able to direct and evaluate others in any or all of the principal tasks of the process. Business Process Reengineering Consultant – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of three years experience within BPR, as defined herein; one year of which in a senior capacity. As a lead consultant, or by direction from an engagement manager, is capable of completing all tasks within the business process re-engineering area. Can work independently in support of a joint reengineering effort with the State, or perform any or all steps within a full service contract. 3.3.3 Feasibility Studies Feasibility studies produce a recommended solution to a systems problem at a conceptual design level and include a recommendation to continue/discontinue further systems design/development based upon a cost benefit analysis. Specific feasibility studies may follow an applications development/systems development life cycle methodology as specified in the individual project request. The studies may cover innovative applications of contemporary or emerging technologies (reference Attachment A).

Vendors must be able to provide consulting services in any or all of the following feasibility study areas:

• Analyze request for service • Evaluate present business processes, existing systems and associated environment • Develop system requirements document • Provide alternatives analysis for proposed system solutions • Prepare advisability studies with recommended feasible solution • Prepare project proposal including objectives, benefits, costs, resource requirements, preliminary

schedule • Participate in quality reviews of task deliverables • Utilize CASE tools as required and/or appropriate (See Section 3.5)

The State has defined two levels of skill for feasibility studies deemed necessary to meet requirements for full service contracts. Bidders should use the following generic descriptions when responding with specific hourly rates. Engagement Manager – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of eight years experience within general consulting, as defined herein; five years of which in an engagement manager capacity. Has responsibility for managing and delivering the completed feasibility study on time and within budget in accordance with quality standards. Is capable of providing related consultant skills at the most senior level. Has required experience in every aspect of consulting and directs and evaluates others in the completion of any or all of the principal tasks associated with the process. Feasibility Study Consultant – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of five years experience within general consulting, as defined herein; three years of which in a senior capacity. At the direction of an engagement manager, is capable of completing all tasks within the feasibility study process. Can work independently in support of a joint consulting effort with the State, or perform any or all steps within a full service contract. 3.3.4 Contingency Planning / Business Recovery Services Provide consulting professionals to cover all facets of disaster recovery planning, including identifying vital business processes and applications, determining financial impacts of disasters, identifying potential risks, defining critical technology and resources, as well as developing, testing and implementing plans for prompt recovery of critical resources, resumption of vital processes within an acceptable timeframe, and managing communications with employees and the media, in consultation with the State's Public Information Officer, during disaster situations. Recovery strategies should span host systems, client/server networks, LANs, WANs and minicomputers. The State has defined two levels of skill for contingency planning/business recovery deemed necessary to meet requirements for full service contracts. Bidders should use the following generic descriptions when responding with specific hourly rates. Engagement Manager – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of eight years experience in performing contingency planning/business recovery services for multiple companies within the information processing industry, as defined herein; five years of which in an engagement manager capacity. Has responsibility for managing and delivering the completed contingency plan and/or services on time and within budget in accordance with quality standards. Is capable of providing related consultant skills at the most senior level. Has required experience in every aspect of consulting and directs and evaluates others in the completion of any or all of the principal tasks associated with the process. Contingency Planning/Business Recovery Services Consultant – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of five years experience performing contingency

planning consulting within the information processing industry, as defined herein; three years of which in a senior capacity. At the direction of an engagement manager, consultant is capable of completing all tasks within the contingency planning/business recovery process. Can work independently in support of a joint contingency planning/business recovery consulting effort with the State, or perform any or all steps within a full service contract. 3.4 Requirements – Systems Integration Systems integration is defined as making diverse components work together. Characteristically, systems integration involves combining hardware components, commercial off-the-shelf (COTS) software and networking products in a multi-vendor environment. Limited customization may be required to provide complete system solutions. Vendors offering these services will be expected to demonstrate systems integration skills in the following areas/technologies:

• Re-hosting mainframe applications to mini, micro, or LAN platforms • Assisting agencies in converting from proprietary to an open computing environment based on

standards • Migration to a Windows NT, Unix, Novell or Banyan environment or migration to a mixed

environment • Migration of host-mainframe applications to a client/server architecture • Integration of legacy systems databases into a data warehouse system or an executive

information system • Integration of LANs, WANs, minicomputers, and all other platforms. • Integration of imaging, interactive voice response and data processing systems • Networking workgroup packaged software and integrating it with existing applications to build an

effective workflow management system • Integration of contemporary technologies with either the current systems environment or a new

system environment. For example:

Bar Coding Biometrics Cellular Radio Data Warehousing Client-Server Technology Electronic Benefits & Funds Transfer (EBT/EFT) Electronic Data Interchange (EDI) Electronic Mail (E-Mail) Electronic Signature Electronic Vaulting Executive Information Systems (EIS) Expert Systems Fax To PC Geographic Information Systems (GIS) Hand-Held Computing Technology Imaging/Scanning Multimedia Public Access To Government Data Smart Card Statewide Data Sharing/Warehousing Video Conferencing Voice Processing Workflow Analysis

Note: Vendors should reference Attachment A for a brief description of each of the items listed above Vendors must be able to integrate systems within the State's current application environment. The following databases and programming languages are in use within the State: Paradox Xbase MS Foxpro/Visual Foxpro MS Access C/C++ Visual Basic Oracle Sybase/Powerbuilder Informix Adabas/Natural/Construct COBOL CA/Datacom/db Java CA/Datacom/pc IMS DM IV The following operating systems are in use within the State: Unix*, AIX, HP-UX, Solaris, Linux GCOS OS/400 MS-DOS MVS Windows NT VM IBM LAN Server MS-Windows Novell Netware *NOTE: Various versions of Unix exist within the State. The Unix products in the table are representative of the scope of this operating system. The following networking protocols are mainly in use within the State: SNA IP DSA VINES XNS IPX AGRIP NETBIOS EGRIP SMTP SNMP HTTP The State has defined three levels of skill for systems integration services deemed necessary to meet requirements for full service contracts. It is an important prerequisite that integration contractors demonstrate proficiency in the specific areas addressed in their proposals. The State expects to use proposed skill levels for any type of integration activity. Engagement Manager – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of six years experience in systems integration, as defined herein; three years of which in an engagement manager capacity. Has responsibility for delivering the completed integration engagement on time, within budget and in accordance with quality standards. Is capable of providing related consultant skills at the most senior level. Has required experience in every aspect of systems integration and directs and evaluates others in the completion of any or all of the principal tasks associated with the process. Senior Systems Integrator – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of four years experience in systems integration, as defined herein; two years of which in a senior capacity. At the direction of an engagement manager, is capable of completing all tasks within the integration process. Can work independently in support of a joint integration effort with the State, or perform any or all steps within a full contract. Systems Integrator – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of four years experience in systems integration, as defined herein. At the direction of an

engagement manager or a senior systems integrator, is capable of completing all tasks within the integration process. Can work independently in support of a joint integration effort with the State, or perform any or all steps within a full contract. 3.5 Requirements – Application Development The State will use this contract to obtain services for application development. Required application development services may translate to support in any or all areas of the systems development life cycle. A specific project may follow an applications development systems life cycle methodology as specified in that project request. Support may relate to feasibility studies, requirements analysis, development, enhancement, and conversion. The State is now utilizing various computer aided design and code generation products in support of many of its development and conversion efforts. The State has recently encouraged the use of the Oracle DBMS and its product suite – Designer/2000, Developer/2000 and Discoverer/2000 – for client/server applications development. Vendors are required to utilize either the same or equivalent products for analysis, prototyping and design/development to fashion their systems solutions. In addition, the State is currently utilizing LAN and PC based COBOL development workbenches such as CA-Realia Workbench, Microfiches Workbench and CA-Telon Workbench. Applications development is being done not only for installed mainframes and LANs, but also for numerous minicomputers and microcomputers installed throughout government. Some agencies are limited to utilization of standalone systems. Systems may also have functions distributed over multiple platforms. Development projects can range from small to large in terms of cost, time to develop, number of users, and complexity. Because of the expected development of new applications in a client/server architecture, the vendor may be required to provide services in any of the following areas:

• Multimedia systems, i.e., voice, data, image, full motion video, operating in a client/server environment

• Development of application client and application server software logic to include; at the client, presentation facilities (including graphical user interfaces), remote business-function invocation, transaction demarcation and; at the server, business and data logic, such as SQL

• Design and development of applications for a variety of server implementations, such as: symmetric multiprocessing (SMP); reduced instruction set computer (RISC); mid-range; and personal computer-based systems

• Design and development of either simultaneous synchronized ( i.e., two phase commit) or replicated database applications

• Process and systems modeling using CASE and object-oriented design tools (see above)

• Multi-platform and cross platform code development

• Porting, open systems and Windows NT applications conversions

• Joint applications development (JAD) and rapid applications development (RAD) techniques to the systems development life cycle

• Use of client/server and host application development tools; middleware and connectivity tools; multimedia and document DBMS tools

The State will also use resource skill levels available under this section of the contract to perform one-time maintenance activities on a body shop basis. One-time maintenance activities mainly involve changes to distinct system modules and can include any or all of the following: modifying programming logic, testing and debugging, making job control changes, and bringing documentation or program code up-to-date. The need for changes usually results from user identification of opportunities to improve the application's functionality, accuracy or performance. Applications may run in LAN, mid-range or main-frame system environments. Contracts for one-time maintenance are generally used to augment staff in a particular focus area and are limited to a specified time period. Examples of expected activities:

• Managing change requests and servicing any existing backlogs • Meeting with government MIS and user agencies to establish priorities for system change • Identifying system problems and opportunities for system enhancements • Analyzing performance and recommending measures to improve performance • Fixing system problems and implementing system enhancements and improved performance

enablers • Applying re-engineering tools to maintain and enhance the system • Maintaining agreed upon system performance levels • Updating the application to conform to updated operating system requirements • Performing data conversions • Analyzing existing code efficiency and streamlining or improving its performance. • Updating documentation as required

The following services and support are required: 3.5.1 Project/System Definition

• Analyze request for service • Evaluate present business processes, existing systems and associated environment • Develop system requirements document • Provide alternatives analysis for proposed system solutions • Prepare advisability studies with recommended feasible solution • Prepare project proposal including objectives, benefits, costs, resource requirements, and

preliminary schedule • Participate in quality reviews of task deliverables • Utilize CASE tools as required and/or appropriate (See Section 3.5.) • Apply joint applications development (JAD) and rapid applications development (RAD) techniques

to the systems development life cycle 3.5.2 Project/System Design

• Prepare detailed plan for system design phase utilizing object oriented design and programming techniques if appropriate

• Provide documentation of task deliverables and milestone reports • Provide change control procedures • Develop detailed system design • Define database architecture and procedures • Develop conversion plans and procedures • Prepare and document testing strategies • Participate in quality reviews of task deliverables • Utilize CASE tools as required (See Section 3.5.)

3.5.3 Programming

• Develop application software which includes the following programming languages and databases used in current environment:

Paradox Xbase Foxpro/Visual Foxpro MS Access C/C++ Visual Basic Oracle Sybase Powerbuilder Informix Adabas/Natural DB2/Construct COBOL CA/Datacom/db Java IMS DM IV Lotus Notes Oracle Development Suite Cobol SQL RPG II SQL

• Test application software • Prepare documentation • Use code generators where appropriate or required.

3.5.4 Project / System Implementation

• Prepare detailed plan for system implementation phase • Install application software • Perform database conversion • Develop user procedures, materials and training documentation • Conduct system performance and acceptance tests • Conduct formal and informal training (i.e., knowledge transfer between contractor and

government team members) • Develop, assemble, print, reproduce and distribute documentation - system, user, and operations • Execute production start-up procedures • Monitor new system for acceptance/turnover • Participate in quality reviews of task deliverables • Utilize CASE tools as required and/or appropriate (See Section 3.5.)

Skill Levels Required: The State has defined four levels of skill for applications development services, deemed necessary to meet requirements for full service contracts. It is an important prerequisite that applications development contractors be proficient in all of the specific areas, technologies and application environments defined herein. The State expects to use proposed skill levels for any type of applications development activity. Bidders should use the following generic descriptions when responding with specific hourly rates applicable to each programming language included in State's current applications environment as listed in Section 3.4. Engagement Manager – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of six years in the management of application development projects as described herein. Plans, administers and controls all work activities of multiple project teams of computer design pro-fessionals producing effective information processing systems encompassing telecommunications, batch and database management. Is capable of providing related consulting skills at the most senior level. Has required experience in every aspect of applications development and directs and evaluates others in the completion of any or all of the principal tasks associated with the process.

Senior Analyst/Programmer – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of five years experience as a senior analyst and/or programmer on major, complex applica-tions development projects. At least three years of experience must have been as a senior analyst. Performs the analysis, design, development and/or programming, and implementation of information processing systems and applications that use current operating systems, programming languages and applications development tools, computer systems, multi-programming technology, database manage-ment techniques, and data communications protocol. At the direction of an engagement manager, is capable of completing all tasks within the applications development process. Can work independently in support of a joint applications development effort with the State, or perform any or all steps within a full service contract. Analyst/Programmer – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of three years as an analyst and/or programmer on complex applications development projects as described herein. At least two years of experience must have been as a analyst. Must be able to perform the following activities: planning, design, development and implementation of systems and/or programs considering database management techniques, data communications protocol, operating systems, multiprogramming technology, programming languages, and applications development tools. At the direction of an engagement manager and/or senior analyst/programmer, is capable of completing all tasks within the applications development process. Can work independently in support of a joint applica-tions development effort with the agency, or perform any or all steps within a full service contract. Programmer – Preference will be given when the candidate(s) is/are able to demonstrate a minimum of three years as a lead or principal programmer on complex applications development projects as described herein. Must be able to perform the following activities: planning, design, development and implementation of programs considering database management techniques, data communications protocol, operating systems, multiprogramming technology, programming languages, and applications development tools. At the direction of an engagement manager and/or analyst, is capable of completing all tasks within the applications development process. Can work independently in support of a joint applications development effort with the agency, or perform any or all steps within a full service contract. 3.6 Requirements – Applications Development Maintenance This section pertains to the outsourcing of the total systems maintenance responsibility for a particular system. It is aimed primarily at legacy systems, typically mainframe based, typically COBOL, but may include FORTRAN and Assembler. This portion of the RFP does not pertain to providing assistance covered under the maintenance activity in Section 3.5, Applications Development. Rather, the State is seeking to outsource the entire application. The key reason for this type of engagement is to permit State resources to be redirected at the rewrite of the application, typically using newer technology. Accordingly, the vendor will be expected to assume total responsibility for the maintenance of the application. It is expected that vendors interested in this type of work possess the technical skills and specialized software that can perform the following:

• Generate documentation; • Analyze and enhance system performance; • Identify and eliminate extraneous system code • Upgrade code levels to supported release levels; • Incorporate Year 2000 modifications; • Complete identified system modifications/enhancements in a timely fashion; • Thoroughly unit and system test all modifications to the system; • Maintain the necessary hardware to support the testing and development activity necessary to

support the production application; • Since it is anticipated that the system will continue to run on State computers, the vendor must

have the communications capability to interface with State systems as needed to perform the work.

OIT reserves the right to continue with contractor in the event the total number of hours to complete the work effort is estimated to exceed the original estimate used to classify the project according to size. 4.0 Proposal Format And Content – Deleted 5.0 Evaluation of Proposals Section – Deleted 6.0 Method of Operation 6.1 "Body Shop" Project Requests (BSPR) Requests to engage contractor(s) for Body Shop Project Requests (BSPR) will be processed through OIT. When a BSPR selection process necessitates the bypass of a lower cost contractor, OIT will submit its recommendation to the Purchase Bureau in the format prescribed by the Purchase Bureau. When the need arises for a BSPR, the Using Agency will forward the Scope of Work for the request to OIT along with any and all fiscal or other documentation required by OIT. OIT and the Using Agency will work together to develop and finalize the complete specifications for the project request. OIT will identify the most appropriate contract category(s), subcategory(s) and skill level(s) required to perform the required work and include these requirements in the BSPR. OIT will define in the BSPR how "Low Cost" will be determined for the specific BSPR in question. In addition, OIT will set forth how many contractor(s) may be selected and engaged for the BSPR. After OIT has formally approved the BSPR, OIT will proceed to select contractor(s) from the contractor lists supplied by the Purchase Bureau resulting from this RFP. The Using Agency may be allowed to assist OIT in the selection process to the extent deemed appropriate by OIT. The contractor lists supplied to OIT by the Purchase Bureau will be arranged by category, subcategory and skill level and sorted by price, from low to high. The prices will not include any cash discounts offered for early payment. These discounts will NOT be factored into the selection process for BSPRs. The State's BSPR will contain specific information concerning the work to be performed which may include but not be limited to, skill category(s), subcategory(s) and skill level(s) required, an estimate of the number of hours of work to be performed by each skill level, tasks, sub-tasks and associated deliverable items, the site(s) at which the work will be performed, the required start and estimated completion dates, required deadlines, schedules, etc. The BSPR may also include an indication of State resources involved in the project and an explanation of the relationship between the contractor and State personnel on the project. Site visits or pre-bid conferences may be arranged to provide further background information to contractors, to answer contractor questions concerning the request or to supply clarification by the State. The BSPR should also state any specific education, training, experience, etc. to be required for the individuals proposed for the BSPR. For the most part, BSPRs will be time- and materials-based engagements. This method of operation has been developed by the State to provide a quick turnaround mechanism for the State along with the contractors in identifying and obtaining required State services. Therefore, contractors should respond to the State's inquiry as quickly as possible, normally within one (1) working day or as specified by OIT. Normally, a telephone call will be made by OIT and then followed in writing by fax and/or mail to confirm. The term "in writing" will refer to fax and/or mail or as specified by OIT. In general, OIT will contact the contractor(s) on the most appropriate list(s) in ascending order, from low to high, until a contractor(s) who can meet the State's needs for the specific BSPR in question, is identified. The State's initial contact will usually be made by telephone in order to determine a contractor's interest in the specific job. OIT will then forward by fax and/or mail the State's BSPR for the contractor's information and use.

The contractor should attempt to quickly analyze the State's requirements and determine whether or not they wish to fulfill, or attempt to fulfill the State's requirements for the BSPR. If the contractor cannot, or does not choose to supply the required individual(s) for the BSPR, the contractor is required to notify the State in writing as quickly as possible so that the State may move on to the next contractor in line by cost. This response will be considered a "no bid" response. If the contractor wishes to participate in the BSPR, it should prepare a complete response to the BSPR in the time allowed by OIT. The contractor's response must follow any instructions set forth by OIT concerning the content and timing of the response. The contractor's response to the BSPR should be faxed to OIT and followed by mail. The contractor's response normally consists of resume(s) of individuals proposed for the specific BSPR in question and possibly other information. If required by OIT, the contractor must respond on the form or forms designated and provided by OIT for this purpose. The resume(s) submitted should be customized to the BSPR requirements and should highlight and clearly demonstrate that the individuals proposed meet the State's requirements for experience, training, education etc. stated in the BSPR. The resume(s) should clearly relate the individual's past experience, education and training to the individual's ability to complete the work required by the BSPR. The contractor is encouraged to submit as many resumes of QUALIFIED AND AVAILABLE INDIVIDUALS as desired to SATISFACTORILY FULFILL the State's requirements. For example, if the BSPR requires two (2) individuals, the contractor may submit ten (10) resumes of qualified and available individuals as long as they are actually AVAILABLE to work on the BSPR. It is possible that the State may reject one or more of the contractor's proposed individuals as not qualified. Therefore the contractor may desire to submit backups. The contractor should clearly identify, in priority order (i.e., from 1 to __), the order in which it would like to the State to consider the individuals proposed. THE CONTRACTOR MUST NOT SUBMIT RESUMES OF INDIVIDUALS THAT ARE NOT OR WILL NOT BE AVAILABLE TO WORK ON THE BSPR. THE CONTRACTOR MUST NOT SUBMIT RESUMES OF INDIVIDUALS WHO WILL NOT BE AVAILABLE FOR INTERVIEWS DURING THE SELECTION PROCESS. Repeated failure to supply or make available individual(s) proposed may result in formal complaints or other appropriate actions initiated by the State against the contractor. As part of the evaluation and selection process, interviews may be held with contractor(s) submitting responses to the BSPR. In addition the State may elect to include the following types of evaluation activities and instruments in the process: reference checks, written or oral examinations etc. Contractor(s) may be required to clarify their proposals by participating in a formal interview process conducted by the evaluation team members for the BSPR. The purpose of such interviews is to provide an opportunity for the contractor's proposed personnel to clarify their knowledge of the specific system or application software/hardware, programming languages, relevant experience, education and training, and skills, etc. Failure to make an individual available for an interview may, at the evaluator's sole discretion, result in the individual being determined to be "Not available" for assignment to the project and thus rejected. Original proposal submissions cannot be supplemented, changed or corrected in any way. NO ADDITIONAL RESUMES MAY BE SUBMITTED BEFORE, DURING OR AFTER THE INTERVIEWS. No comments regarding other contractors or proposals are permitted, and contractors may not attend interviews by their competitors. Contractor(s) must clearly understand that it is the State's sole option to determine which contractor(s), if any, will be invited to interviews. Contractor(s) shall not construe the list of firms invited, if any, to imply acceptance or rejection of any BSPR proposal. The State will schedule the time and location of any such interviews. The contractor is expected to provide and must make every reasonable effort to provide the personnel bid in response to the BSPR. The State reserves the sole right to accept or reject the bidder's personnel assignments. Initial review and determination will be made on the basis of the bidder's response to a BSPR service request. Subsequent assignments or replacements shall be considered by the State, provided however, seven (7) days written notice is given. In order to maintain active contract status,

vendors must respond by submitting a bid response or no-bid response to each FSPR or BSPR service request sent to them. In addition, the State reserves the right to cancel a contract vendor, per Purchase Bureau Standard Terms and Conditions Section 3.5, for repeatedly submitting a no-bid response to service requests. The contractor may be replaced on contract with the next highest ranked bidder who failed to make the contract list from the original bid evaluation. This section supplements but does not supersede section 3.5 of the Purchase Bureau Standard Terms and Conditions. Only contractors who have been contacted in the selection process will receive a written response from OIT concerning the results. Contractor(s) who elect not to participate or supply the requested personnel when contacted by OIT will not be notified of the results. The selected contractor(s) and any contractor(s) that have been "bypassed" in cost will be notified in writing by OIT. The term bypassed, for purposes of this selection process, will mean when a contractor submits an active BSPR response to OIT, is lower in cost as defined in the State's BSPR, and does not receive the engagement. Normally, this will occur only when the State rejects individual(s) proposed by the contractor as unqualified by specific experience, education, training, etc., required by the BSPR. If individuals proposed by lower cost contractor(s) become "Unavailable" after BSPR submission, this WILL NOT be considered a cost bypass. OIT will retain all records of each selection and engagement process under this RFP for seven (7) years after final contract expiration, including any extensions. Purchase Orders for initial BSPRs authorizing services for State agencies covered by this contract will be issued as contract release orders by OIT, or the Using Agency, with the approval and concurrence of OIT. Purchase orders for extensions to BSPRs or for Emergency Body Shop work orders will be issued by the Purchase Bureau against a PB6 fiscal encumbrance. There will be a variety of different types of BSPRs where "Low Cost" may be defined differently by OIT in the BSPR including but not limited to the following examples. In all cases, OIT will work the list from low to high in cost, as defined in the BSPR, until the State's needs are met. * One(1) individual needed/ One skill level needed. Go to lowest cost contractor for the single skill level and work up list until need is met. * More than one (1) individual needed/ One(1) skill level. OIT will make an initial determination concerning the necessity to use one (1) or more contractors. OIT may elect, for purposes of contract administration or other reasons, to require that one (1) single contractor supply all BSPR requirements or may elect to allow the engagement to be split among one or more contractors. If one contractor is required to meet all BSPR requirements, OIT will begin with the low cost contractor and work up the list until a single contractor is found who can meet all of the State's personnel requirements for the BSPR. When a lower cost contractor cannot supply all of the State's requirements he will be considered to be "bypassed", if the State makes this determination based on rejection of resume(s) submitted. If multiple contractors are allowed, OIT will use the list for the appropriate skill level and work up from low to high. OIT will obtain as many qualified individual(s) from the lowest cost contractor as possible. OIT will then move up the list in cost, obtaining as many qualified individuals from each contractor, in cost order, as possible, until all requirements are needed. *Multiple individuals/ multiple skill levels. OIT will make an initial determination concerning the necessity to use one (1) or more contractors to meet all of the State's requirements for the BSPR. OIT may elect, for purposes of contract administration, or other reasons, to require that one (1) single contractor supply all BSPR requirements or may elect to allow the engagement to be split among one or more contractor(s). If one contractor is required to meet all BSPR requirements, OIT will begin with the lowest cost contractor for all skill levels and requirements combined and work up the list until a single contractor is found who

can meet all of the State's personnel requirements for the BSPR. In making the cost determination, OIT will apply its best estimates of projected use for the particular BSPR at each skill level. They will then multiply this estimated usage by the hourly rates for all required skill levels to be used. This figure will be used to determine the overall cost rank of each contractor under contract for all skill levels required. If the lowest cost contractor, for all requirements combined, cannot supply all of the State's requirements it will only be considered to be "bypassed" if the State makes this determination based on rejection of resume(s) submitted. If multiple contractors are allowed, OIT will utilize the individual list(s) for each skill level required and work up from low to high. They will obtain as many qualified individual(s) from each low cost contractor as available then move up the list in cost, obtaining as many qualified individuals as possible from each contractor, in cost order, until the State's requirements are satisfied. Occasionally the State may find it necessary to assign more than one contractor to a specific project. In such projects, it is mandatory and essential that each contractor effectively interface with all other contractors. Record Keeping and Contract monitoring on the Method of Operation by the Purchase Bureau: The method of operation contained in this RFP is intended as the State's current statement of intention regarding the use of contracts resulting from this RFP. The Purchase Bureau, at its sole discretion, and in consultation with OIT as required, specifically reserves the right to clarify, expand or modify the method of operation of these contracts if deemed to be in the best interest of the State. The Purchase Bureau may monitor contract usage by OIT and the using agencies at any time, at any level and by any means deemed appropriate. The Purchase Bureau may require reports on contract use, selection of contractors for specific engagements etc. OIT must maintain all records concerning the selection process, purchase orders and contract management on all BSPRs issued under contracts resulting from this RFP. These records shall be maintained for a period of seven (7) years from the date of final contract expiration, including any extensions. 6.1.1 BSPR Acceptance, Record Keeping and Payment 6.1.1.1 Satisfactory Performance BSPR work will be considered satisfactorily completed upon delivery and acceptance of all deliverable(s) and when approved by the State's project manager and as applicable, the specific client agency. 6.1.1.2 Record Keeping All contractor personnel must submit detailed weekly time reports which must be reviewed and, if appropriate, approved by the designated project manager. Contractors must submit invoices monthly. Invoices for BSPR work will be paid based on actual hours worked for work satisfactorily completed. Contractors are required to submit detailed time sheets for all work performed. Time sheets and other supporting documentation must show more than just hours and times worked. All invoices must contain an affirmative statement from the contractor showing what successful outputs, outcomes, deliverables, end products, etc., that resulted from the hours worked. 6.1.1.3 Payment Payment will be made monthly based on the agency's acceptance and approval of the work satisfactorily performed, subject to the retainage provision explained in this document. Cost overruns will not be recognized.

6.2 Full-Service Project Requests (FSPR) Full service Project Requests (FSPR) will be issued by OIT on behalf of the Using Agency. The following types of requirements are typical FSPRs: Business process reengineering, strategic planning, contingency planning, feasibility studies, design studies, development and implementation projects, and applications development and maintenance for existing applications/systems. When the need arises for an FSPR, the Using Agency will forward the Scope of Work for the request to OIT along with any and all fiscal or other documentation required by OIT and the Purchase Bureau. OIT and the Using Agency will work together to develop and finalize the complete specifications for the FSPR. The State's FSPR will contain specific information concerning the work to be performed. The State's FSPR should be a performance based specification. The specification should tie satisfactory completion of tasks and sub-tasks together with their associated deliverable items with payments to the contractor(s). The Scope of Work (SOW) of the State's FSPR should contain a comprehensive listing of tasks and sub-tasks setting forth what work the State requires to be performed. The tasks and sub-tasks should be performance oriented and should specify requirements in terms of satisfactory end results, outcomes, end products, etc. The contractor's response should be written to describe, in detail, how the required tasks will be performed to result in the required end product. If applicable, the following will be included: the site(s) at which the work will be performed, the required start and completion dates, deadlines, schedules, an indication of State resources involved in the project, an explanation of the relationship between contractor and State personnel on this project, acceptance criteria and all other items of information essential to the contractor's development of a firm, fixed price and project specific proposal. Site visits or pre-proposal conferences may be arranged to provide further background information to contractors, to answer contractor questions concerning the request or to supply clarification by the State. Once finalized and formally approved by OIT, the FSPR will be issued by OIT to contractors under contract to perform the applicable category/subcategory of service. Interested contractors will then prepare a project specific proposal in accordance with request requirements and submit a response. After receipt and evaluation of proposals for that FSPR a contractor will be awarded the FSPR engagement to perform the work specified by the FSPR. The following is a general outline of a typical FSPR proposal. These requirements may be modified or expanded for each specific FSPR. Unless stated otherwise in the project request, the project proposal must include:

Section 1 – Technical Proposal This section will describe the vendor's approach and plans for accomplishing the work outlined in the Scope of Work section. Those plans and approaches should be described in sufficient detail to permit the State to evaluate them fairly and with a minimum of possible misinterpretation. Furthermore, the vendor should demonstrate and describe the effort, skills and understanding of the project necessary to satisfactorily complete the project. This section of the proposal shall contain at least the following information: 1. Management Overview. This section of the vendor's bid response proposal will set forth in narrative format, the vendor's overall technical approach and plans on how the bidder proposes to meet the requirements of the FSPR. 2. Detailed Plans, Approach and Deliverables. This section of the vendor's response proposal will set forth the vendor's detailed plans and approach showing how the vendor proposes to complete all tasks and subtasks required by the Scope of Work.

For each task and sub-task, the vendor should propose a deliverable item. A deliverable is defined as tangible evidence of work completed. Each deliverable should be cross-referenced to the appropriate FSPR task and subtask. Mere reiterations of FSPR tasks are strongly discouraged as they do not provide insight into how the bidder intends to complete the required work or the bidder's understanding of and ability to complete the project. 3. Project Management, Scheduling and Control. a. Contractor's Project Management. Vendor will describe the firm's general approach to managing the project. b. Project Scheduling and Control. The vendor will propose a project schedule appropriate to the complexity of the project. The project schedule will be designed to meet the requirements of the State for project completion. If key dates for the project are included in the FSPR, the bidder's schedule should reflect these dates. 4. Potential Problems This section of the vendor's proposal will set forth a summary of problems that the vendor anticipates during the course of completing the project. For each problem identified, the vendor will provide the bidder's proposed solution to that problem. 5. Information on Subcontractors (if applicable) Vendor will comply with requirements of Purchase Bureau Standard Terms and Conditions Section 3.11 concerning subcontracting. In addition, vendor will supply any additional required detailed information concerning any subcontractors proposed as part of the project team or to be used during the completion on the project: Section - 2 – Organizational Support and Experience: This section shall contain all pertinent information relating to the vendor's organization, personnel, and experience, including but not limited to references, together with contact name and telephone number that will serve to substantiate the vendor's qualifications, and capabilities to perform the services required by the FSPR. 1. Organizational Support, Experience, and Qualifications: This section shall contain the following information: a. Location of the vendor's office that will be responsible for managing this contract. Include telephone number and individual to contact. b. A project organization chart, with names, showing the individuals (including subcontractor's personnel) to be assigned to the project. c. A detailed resume must be submitted for each individual assigned to the project as identified on the project organization chart and the comprehensive list of personnel assigned required above. Resumes should be constructed to emphasize relevant qualifications and experience of the individuals assigned in successfully completing projects of a similar size and scope to those required by this FSPR. d. Person-Hour/Labor Category Mix Proposed

The vendor will submit a comprehensive chart showing the person-hours proposed to meet the requirements of this FSPR. This chart will be designed to correlate to the tasks and sub-tasks required by the FSPR. The vendor will set forth, for each task and subtask, the total number of person-hours, broken down by labor category, proposed to complete the project. e. Experience of Bidding Firm on Projects of Similar Size and Scope Vendor shall provide a comprehensive listing of projects of a similar size and scope that have been successfully completed by the bidding firm as documentation of the firm's ability to successfully undertake and complete the services required by the FSPR. Section 3 – Cost Proposal: The contractor must submit cost schedules showing a total firm, fixed cost for the FSPR. If cost sheets are supplied in the State's FSPR, the contractor is to use the sheets supplied. Unless otherwise specified, the contractor must supply a total, all-inclusive, firm, fixed cost for the project. This firm, fixed cost must be computed using the contractor's loaded hourly contract rates for the skill level(s) proposed to be used completing the FSPR. The firm, fixed cost for a specific FSPR must be computed using the all-inclusive contract hourly rate(s) in effect on the date the FSPR is opened by the State. The total firm, fixed cost of the specific FSPR may not be increased regardless of the time frame or duration of the project or when the work is actually completed. No one time discounts, other discounts or reductions or any other modifications to the contracted all-inclusive hourly rates are allowed during FSPR submission or completion of work.

NOTE: ON APPLICATIONS DEVELOPMENT AND MAINTENANCE FSPRS ONLY, contractors will be permitted to bid a fixed firm cost to cover start-up costs in addition to the base costs. The State will not award a contract for any firm fixed start-up cost in excess of 25% of the base cost. The firm fixed startup cost must be computed using multiples of the contractors all inclusive hourly rates for the appropriate size subcategory of the Applications Development Maintenance System involved. Proposal Evaluation and Contract Award for FSPRs: 1. Proposal Evaluation Criteria Proposals may be evaluated by a committee composed of members of affected departments and agencies together with representative(s) from OIT & the Purchase Bureau. The following criteria, not necessarily listed in order of significance, will be used to evaluate proposals. These evaluation criteria categories may be used to develop more detailed criteria to be used during the evaluation process.

• The bidder's general approach and plans to meet the requirements of the FSPR.

• The bidder's detailed approach and plans to perform the services required by the scope of work of this FSPR.

• Bidding firm's documented experience in successfully completing projects of a similar size and scope to those required by this FSPR.

• Qualifications and experience of personnel assigned to the project with emphasis on documented experience in successfully completing work on projects of a similar size and scope to those required by this FSPR.

• The overall ability of the bidder, as judged by the State, to begin and complete successfully the project within the proposed schedule or on time. This judgment will include, but not be limited to, such factors as staff commitment to the project, project management and control plan, project organization and availability of staff.

• Vendor's Cost Proposal 2. Oral Presentation Bidders who submit a proposal in response to this FSPR may be required to give an oral presentation of their proposal to the State. The purpose of such presentation is to provide an opportunity for the vendor to clarify or elaborate on its proposal. Original submissions cannot be supplemented, changed or corrected in any way. No comments regarding other bidders or proposals are permitted, and bidders may not attend presentations by their competitors. It is emphasized that it is the State's sole option to determine which vendors, if any, will be invited to make oral presentations. Vendors shall not construe the list of firms invited, if any, to imply acceptance or rejection of any bid(s). 3. Award Contractors who submitted proposals in response to the FSPR will normally be notified of the results by the Purchase Bureau. When the award is final, The Purchase Bureau or, if applicable, OIT will issue a contract or purchase order. Any requests for extension(s) of a FSPR, or for "additional work" against a FSPR must be submitted by OIT to the Purchase Bureau via the assigned buyer for review and, if appropriate, approval. Contractor's Obligations FSPRs – Resumes, Interviews, Etc. The contractor must make every reasonable effort to provide the personnel whose resumes were submitted for evaluation in response to the FSPR. The State reserves sole authority to accept or reject the vendor's personnel assignments. Initial review and determination will be made on the basis of the vendor's response to an FSPR. Subsequent assignments or replacements shall be considered by the State, provided however, seven (7) days written notice is given. In order to maintain active contract status, vendors must respond by submitting a bid response or no-bid response to each FSPR sent to them. In addition, the State reserves the right to cancel a contract vendor, per Purchase Bureau Standard Terms and Conditions Section 3.5, for repeatedly submitting a no-bid response to service requests. The contractor may be replaced on contract with a new contractor who failed to make the contract list from the original bid evaluation. This section supplements but does not supersede section 3.5 of the Purchase Bureau Standard Terms and Conditions. Prime contractors who receive FSPRs must assume sole responsibility for delivery of all work required by the FSPR. The Division of Purchase and Property will consider the prime contractor as the sole point of contact with regard to contractual matters. 6.2.1 FSPR Acceptance, Record Keeping and Payment 6.2.1.1 Acceptance A full service project will be considered complete upon satisfactory delivery and acceptance of all deliverable(s) necessary to fulfill a given service request. Work performed will be considered acceptable and approved when signed-off by the designated project manager and as applicable, the specific client agency.

6.2.1.2 Record Keeping Contractors are required to maintain detailed weekly time reports which must be approved. Time sheets and other supporting documentation must show more than just hours and times worked. All invoices must contain an affirmative statement from the contractor showing tangible evidence of work completed including successful outputs, outcomes, deliverables, end products, etc., that resulted from the hours worked. 6.2.1.3 Payment Payment will be made upon satisfactory completion of the FSPR or as specified in the State's specific FSPR, subject to the retainage provisions of the contract. Cost overruns will not be recognized.

ATTACHMENT A TECHNOLOGY DESCRIPTIONS

BAR CODING Bar Coding is a solution to any task that requires computer-based management of things or people. Chief among recent innovations in bar coding technology is long-range laser scanning. The use of wireless networks allows workers to carry hand held scanners and portable point-of-sale terminals. Competing technologies are magnetic strips, OCR, Image Processing and Voice Recognition. EDI is a companion technology for Bar Coding and multiplies the benefits of both. BIOMETRICS The ability to capture and process various individual images for purposes of positive identification, such as finger, retinal etc. CELLULAR RADIO Cellular radio replaced much of the mobile telephone market during the eighties. It derives its name from the cell-like propagation pattern of the radio transmitters – a pattern that resembles a "flattened" geodesic dome, if viewed from above. Cellular radio, more commonly referred to as cellular telephone, is another marriage of telephones and computers. It was made possible by sophisticated computer control of many highly-directional, low-power radio transmitters that enable subscribers to "roam" from one transmitter's radiated field (reception area) to another. It permits this movement without disruption of signal or interference of the adjacent transmitters. In addition to regular telephone service, the technology also accommodates facsimile and low bit rate data communications. A spin-off industry which has growth potential is personal communications, that features small hand-held telephones and permits subscribers to remain in touch in the office or on the street. CLIENT-SERVER TECHNOLOGY The client-server processing platform is a specialized PC/LAN configuration characterized by front-end/back-end processing techniques. It consists of a workstation (front-end), typically a personal computer, interconnected via a local area network to a server, usually a more powerful personal computer (back-end). The server subsystem is a repository for data, complete with a database management system, i.e., a "data base engine." The client-server concept describes an application with processing functions split between the workstation (client) and the repository (server). Application specific code executes on the workstation (client), which interacts with the data base management system on the server, permitting access/storage of data for the client in response to application programming. Presentation services are provided by client application programming, while typical data support system activities (backup, recovery, integrity control, etc.) are provided by the server. This technology offers an alternative to mainframe and minicomputer processing platforms for application systems. It permits "downswing" or off-loading of applications from larger platforms, usually improving responsiveness. DATA WAREHOUSING An information repository which provides a historical perspective for decision support and business analysis. Information may be collected from myriad hosts with data in different file formats to provide an effective analysis system. It is a "process", not a thing. Experience with extraction, transformation, transportation processes, as well as relational and on-line analytical processing (OLAP) tools is required.

ELECTRONIC BENEFITS AND FUNDS TRANSFER (EBT and EFT) EBT/EFT are technologies that allow benefits/funds to be electronically transferred to a benefit recipient's computerized account. Electronic Benefits Transfer (EBT) involves the use of Automated Teller Machines (ATMs) and Point-Of-Sale (POS) technology to deliver and control services and financial transactions. This includes Electronic Funds Transfer (EFT), and involves a transaction which does not have its origin in a check or negotiable instrument. The initiating media is an electronic terminal, telephonic instrument, computer, or magnetic disk/tape which authorizes a financial institution to debit and/or credit an account. Some of the types of technology used in EBT and EFT are the Integrated Circuit (IC) Card (also known as Smart Card or Chip Card), Magnetic Stripe Card, Audio Response Unit, Radio Frequency ID, and the Optical Memory (laser) Card. ELECTRONIC DATA INTERCHANGE (EDI) Electronic Data Interchange (known as EDI) is the inter/intra- organizational exchange of business document data in structured, machine processable form via telecommunication lines, diskette or directly through a network. EDI is accomplished using standard document formats (ANSI X12) which have been established and accepted worldwide. ELECTRONIC MAIL (E-MAIL) Electronic Mail service enables interchange of correspondence, documents, and messages. ELECTRONIC SIGNATURE Electronic Signature is possible in several technologies, primarily EDI, but also Fax, e-mail and EFT. The National Institute of Standards and Technology (NIST) is a proponent of public-key based digital (electronic) signatures. The Digital Signature Standard (DSS) is a public key digital signature protocol that has been developed by the NIST and the National Security Agency (NSA). DSS gets its security from the difficulty of solving discrete logarithms. Public key cryptography is an asymmetric key method for encrypting information. Public key encryption algorithms use two keys. The public key is used to encrypt, while the private key is intended to be published and disseminated to all potential parties eligible to enter transactions into a protected environment which will decrypt. With Data Encryption Standard (DES) (a private key system) and RSA (a public-key system) the degree of protection is considered proportional to the key lengths. Electronic Data Interchange is a companion technology. EDI is an anti-paper application in response to the need to cut the cost of handling purchase orders, invoices and other business documents, reduce the time to market and better match customer demand to supply. ELECTRONIC VAULTING All contingency plans must include periodic removal of critical data files from the production data center, since fire or similar catastrophe would destroy active data as well as on-site back-up. Remote backups is normally accomplished by producing full image copy on weekends and an incremental copy of changed data files each night. These backup copies are then transported to another location using a commercial

storage service. Electronic Vaulting allows a data center to write its backup tapes in a location geographically separate from the production data center. EXECUTIVE INFORMATION SYSTEMS (EIS) Executive Information Systems are computer-based systems that provide executives with the critical information they need to monitor the activities of their organizations. They do this through information presentation methods that clarify the meaning of key organizational data and by allowing executives to manipulate the data easily. EISs tell executives "what is" in addition to "what if". They highlight areas which need the executives' attention. They do this through information presentation methods that clarify the meaning of the information, and through information manipulation systems that are intuitive to use and that usually do not require use of the keyboard. EXPERT SYSTEMS "An expert system is an intelligent computer program that uses knowledge and inference procedures to solve problems, that are difficult enough to require significant human expertise for their solution.", said Edward Feigenbaum in Attempt to "Clone" an Expert. Expert systems are knowledge-based systems, based on written material (rules), rather than reason. They contain task-specific knowledge. FAX TO PC The use of facsimile boards in personal computers has enabled the PC workstation platform to assimilate fax processing in an integrated fashion. Such use obviates the need for a stand-alone fax device. In a LAN configuration, a fax server permits access to the fax service from any attached workstation, thereby permitting more cost-effective use. GEOGRAPHIC INFORMATION SYSTEMS The term Geographic Information System (GIS) encompasses the entire field of computerized mapping. Organizations are investing billions of dollars in computer systems that store, manage and analyze maps and geographic information. GIS technology is being applied worldwide to attack crime, poverty, disease, pollution and urban congestion. HAND-HELD COMPUTING TECHNOLOGY This technology involves portable hand-held devices that are used for the collection of data in warehouses, retail stores, hospitals, etc. Data is entered using the unit's keyboard, which is much like that of a desk top calculator. They are programmable and may include bar code scanners, printers, and modems, that provide for the upload of data to a central PC. OIT has been trained in the programming language used in this application and currently supports it when modifications are needed. Another type of hand-held unit, which does not require a keyboard, is a pen-based device, such as a Grid-Pad. This technology integrates graphics with data by the recognition of letters written onto the hand-held screen. This technology uses most standard MS-DOS software and, as mentioned above, provides for file transfer to a central computer. IMAGING/SCANNING Imaging is generally used to describe the electronic scanning of documents, regardless of character type, translating the characters into digital form, creating an index to locate the documents for later retrieval and then storing all the characters on a magnetic or optical media. Electronic scanning functions include

Optical Character Recognition (OCR) and Intelligent Character Recognition (ICR) technologies and any associated quality assurance methodologies/procedures. MULTIMEDIA The ability to use full motion and still video, scanned image and audio as part of an integrated application. Experience is required with database applications that use the aforementioned technologies as part of the solution. PUBLIC ACCESS TO GOVERNMENT DATA Public Access to Government Data is a derivative of the concept that, often the public is better and more efficiently serviced by having direct access to government information and data. Collaterally, there may be savings involved by eliminating the current manual intervention necessary to deal with the processing of requests for information, whether by telephone, mail or across-the-counter. SMART CARD The Smart Card can be defined as an access and authorization card that cannot only store large amounts of data, but also perform certain computational and memory functions. It is a standard plastic card with an embedded microcomputer chip. The card provides a distributed database, decentralized processing and a secondary database for backup and management information at a central site. VIDEO CONFERENCING Video conferencing uses television technology to electronically gather all participants in an interactive session (meeting, market announcement, etc.) in the same location at the same time regardless of the physical location of each. The technology spans the gamut from network studio quality to low-bit-rate compressed image. VOICE PROCESSING This technology marries telephone and computers. It encompasses automated attendant services, voicemail, computer inquiry, automated order processing, and other customer-oriented applications. WORKFLOW ANALYSIS The analysis of tasks procedures and processes, as work passes from worker to worker or from place to place. Analysis is done on a sequential basis, over time and at the greatest available level of detail. The goal is not only to make work more efficient, but to make sure that the right work is being done.