Template T-1 · Microsoft Azure services than any other Microsoft Partner in the US. 5 . ... PaaS solutions, Saas solutions, to developing a Cloud First approach to modern IT that

Template T-1

Cover Letter and Executive Summary

Response Template

RFP #: SP-19-0025

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-1 - Cover Letter and Executive Summary

Proposal Formatting and T-1 Contents

ADFA and DIS strongly prefer that Prospective Contractor's proposal be submitted in order of the Response Templates, and that all questions in each Response Template be completed. Prospective Contractor's proposal should be organized in a manner that enables the State to easily locate all Prospective Contractor responses and exhibits. The Prospective Contractor is encouraged to provide clear, sufficient evidence that they meet the requirements.

The following illustrates at a high level the contents of this Response Template:

Prospective Contractor Response Sections The Prospective Contractor should use the response sections listed below to provide specific details of the proposed approach to meeting ADFA and DIS requirements.

Response Template Section No. Response Template Section 1.0 Proposal SiQnature PaQe 1.1 Prooosal SiQnature PaQe 2.0 Table of Contents 2.1 Table of Contents 3.0 Executive Summary 3.1 Executive Summarv 4.0 Minimum Mandatory Qualifications 4.1 Minimum Mandatorv Qualifications 5.0 Subcontractor Contact Information 5.1 Subcontractor Contact Information (if applicable)

List of Tables

Table 1: Minimum Mandatory Qualifications Table 2: Subcontractor Contact Information


1.0 Proposal Signature Page

1.1 Proposal Signature Page T ype or nn e o owmg m orma 10n. P . t th ti II . " f

PROSPECTIVE CONTRACTOR'S INFORMATION Company: Planet Technologies, Inc.

Address: 20400 Observation Drive Suite 107

City: Germantown State: I MD I Zip Code: I 2oa16 Business D Individual D Sole Proprietorship D Public Service Corp Designation: D Partnership ~ Corporation D Nonprofit Minority and Women-

D Not Applicable D American Indian 0 Asian American D Service Disabled Veteran

Owned D African American I o Hispanic American D Pacific Islander American D Women-Owned Designation*:

AR Certification #: * See Minority and Women-Owned Business Policy

PROSPECTIVE CONTRACTOR CONTACT INFORMATION Provide contact information to be used for solicitation related matters.

Contact Person: Steven Winter Title: Vice-President

Phone: (301) 721-0100 Alternate Phone:

Email: [email protected]

CONFIRMATION OF REDACTED COPY

D YES, a redacted copy of submission documents is enclosed.

~ NO, a redacted copy of submission documents is not enclosed. I understand a full copy of non-redacted submission documents will be released if requested.

Note: If a redacted copy of the submission documents is not provided with Prospective Contractor's response packet, and neither box is checked, a copy of the non-redacted documents, with the exception of financial data (other than pricing), will be released in response to any request made under the Arkansas Freedom of Information Act (FOIA). See Solicitation for additional information.

ILLEGAL IMMIGRANT CONFIRMATION

By signing and submitting a response to this Solicitation, a Prospective Contractor agrees and certifies that they do not employ or contract with illegal immigrants. If selected, the Prospective Contractor certifies that they will not employ or contract with illegal immigrants during the aggregate term of a contract.

ISRAEL BOYCOTT RESTRICTION CONFIRMATION

By checking the box below, a Prospective Contractor agrees and certifies that they do not boycott Israel , and if selected, will not boycott Israel during the aggregate term of the contract.

D Prospective Contractor does not and will not boycott Israel.

An official authorized to bind the Prospective Contractor to a resultant contract shall sign below.

The signature below signifies agreement that any exception that conflicts with a Requirement of this Solicitation will cause the Prospective Contractor's proposal to be rejected .

.,..... Authorized Signature: 1:Jf' ~ ~.,.,,...~---------------Printed/Typed Name:--=-S"'""te'-'-v"""e_n __ W~in""'"te=r _ ________ _ _

Title: Vice-President

Date: 12/5/2018

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2.0 Table of Contents

2.1 Table of Contents

Instructions: Provide a Table of Contents for the proposal. This should include all parts of the proposal, including response forms and attachments, and should be identified by volume and page number. The structure of the proposal should match the structure of the Response Templates for ease of proposal evaluation. The Table of Contents should identify all sections, figures, charts, graphs, etc.

3

Table of Contents Template T-1 .......................................................................................................................... ........... 1

Template T-2 ..................................... ........................ ....... ................ ..... ...... ....... ...................... ....... 13

Template T-3 .................. .................... ........................ ....... ....... ....................................................... 27

Template T-4 ..... ..................... ........................ ........................... ........ ............ ................. ..... ............ 42

Template T-5 ..... ................ ....... ...... ........... ........................... ..................... ................. ................. .. .. 61

Template T-6 ................................................................................................................................... 70

Attachments ......................... ................. ............. ............. ................................... ..... ........................ 76

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-1 - Cover letter and Executive Summary

3.0 Executive Summary

3.1 Executive Summary

Instructions: Provide a brief three (3) to five (5) page summary of the key aspects of the Prospective Contractor's Technical Proposal. The Executive Summary should include an overview of the Prospective Contractor's qualifications, approach to deliver the services described in the RFP, time frame to deliver the services, proposed team and advantage of this proposal to ADFA and DIS.

Executive Summary

Journey to the Cloud

Understanding what needs to be accomplished to begin migrating a datacenter to the Microsoft Cloud can be a daunting task. Planet Technologies has developed a methodology to walk our customers through the discovery process, develop a migration plan, design the modern hybrid datacenter, implement a migration infrastructure, and begin the high-speed transformation to the cloud. This combination of the ECA (Enterprise Cloud

Assessment) and the ECR (Enterprise Cloud Readiness) will programmatically take the State of Arkansas through this process from Assessment to Production Pilot migration.

Each critical major milestone has been specifically defined to create predictable, well-established outcomes in the form of process deliverables providing the State of Arkansas with a production ready, repeatable migration process into a fully configured, production ready Virtual Data Center.

Planet Technologies has been leading the State and Local Government Microsoft Partner ecosystem for over 10 years with multiple awards for being the best in the country in key disciplines required to excel within the scope of this project. Most notably, for the last four years running, Planet Technologies has been awarded Microsoft's Cloud Partner of the year. An award no other Microsoft Partner has ever won. In addition, last fiscal year, Planet deployed more Microsoft Azure services than any other Microsoft Partner in the US.

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Experience

While these awards identify skill and volume of delivery capability, our approach and methodology in assessment, design, migration, optimization, inclusion of Development Operations and Data Center Transformation resulting in a world class Virtual Data Center is built on the foundation of over 20 years of Microsoft technology experience.

By taking, a value based economic justification approach to this transformation, the State of Arkansas cannot only prioritize which workloads provide the immediate value, and we identify the remaining estate remediation requirements needed to the State's remaining assets using the same proven processes. This well-worn path approach allows Planet and the State of Arkansas to focus on key critical areas of this effort.

Arkansas values partners that have a deep understanding and expertise in implementing secure, enterprise cloud solutions. Planet has the expertise and experience to successfully implement Azure, Office 365, Mobility and Security and Dynamics 365 for large organizations such as the State of Arkansas. Planet Technologies has implemented Azure in over 200 government customers over the last two years and moved over 3 million government users to the Microsoft cloud over that same period. This commitment to excellence in Microsoft technologies and empowering our customers to use them has made Planet the four-time consecutive Microsoft's State & Local Government sector Cloud Partner of the Year. Our ability to implement Azure, Office 365, Mobility and Security and Dynamics 365 for our customers in public sector is what separates Planet from the others.

Our team consists of Architects, Engineers, and Project Managers focused on Azure that have managed and implemented large-scale deployments to the cloud. We understand the needs of a lift and shift from on premise workloads to laaS in the cloud. It is this holistic understanding of the entire Microsoft stack and how our customers must prepare for it from Data

Classification and Governance, Application Modernization, PaaS solutions, Saas solutions, to developing a Cloud First approach to modern IT that sets Planet apart!

Our organization has also deployed millions of seats across government to the Microsoft Saas offerings of M365 and Dynamics 365. Understanding the importance of cross-poll ination of all the Microsoft cloud offerings allows us to assist our customers with a holistic approach to cloud computing. For example, Data Classification, Data governance, and Security should be addressed across the entire Microsoft cloud stack in concert. Security on the M365 stack can and will affect the security of applications and workload running on the Azure infrastructure. Our Phish Hunter solution places emphasis around securing access to M365 resources and preventing breaches in Azure workloads. Data Classification and Governance need to be

6


addressed in the Azure tenant(s) and the M365 tenant. A connected strategy will fortify security across the stack.

The Planet team can exceed the requirements of this RFP without issue. We are the leader in the

Microsoft community on Cloud transformations. We can guide our customers across the entire

Microsoft cloud stack. The core team assigned to this project has significant of overlap to the team(s) we would use for M365 as well as Dynamics 365.

Our staff of over 140 Microsoft consultants includes:

Two Microsoft Certified Solutions Masters (SharePoint}

Planet is the only Microsoft partner in the entire US with this distinction

Five Microsoft Most Valuable Professionals (MVPs}

Three for SharePoint - only 49 in the US One for Exchange

One for Office 365

Twelve Microsoft Certified Trainers (MCTs)

Dozens of Microsoft Ranger trained individuals on technologies such as Azure, Systems

Center, CRM, Virtualization, Office 365, SharePoint, SQL, and Windows 10

A Microsoft National Systems Integrator

"Rock stars of the Microsoft Community"

Since 2008, each year Microsoft has selected Planet Technologies as one of only 33 Microsoft

National Systems Integrator (NSI) partners in the United States. In 2010, Redmond Channel

Partner News published an article entitled, "Microsoft Partners, Meet the NSl's" which discussed the access that Microsoft NSI partners have to Microsoft Corporation and how they we are "on the forefront of product initiatives" and "rock stars of the Microsoft community". We regularly participate in product training alongside Microsoft employees, and offer many exclusive funding programs to our clients. Microsoft NSI partners receive greater alignment and engagement of Microsoft field resources, collaborative marketing efforts, deeper product team engagement and executive sponsorship, giving us an insider's view of the latest Microsoft strategy and solutions. It puts both Planet and our customers in the best position.

Strong Customer Service - Exceeding Client Expectations

In Microsoft's most recent independent customer satisfaction survey that is conducted for Microsoft Partners across the United States, Planet exceeded national averages by over 20% in almost all categories.

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Ability to Meet Client's Needs

Value Received

Ease of Doing Business

Overall Performance

Competitive Advantage

Customer Loyalty

. , .. -~=

0 10 20 30 40 50 60 70 80 90100

192. 3% Overall i Satisfaction t?co~e. as rated by Microsoft

· customers

Partner Avg %

• Planet%

In summary, Planet understands the driving issues and concerns that organizations face today. To each engagement, we bring a proven track record, extensive planning and implementation experience on the Microsoft Cloud suite, and the passion to help our clients succeed. Our combination of state-of-the-art methodologies, flexible solutions, and expertise in Microsoft best practices support you to meet critical challenges rapidly and maintain the operational excellence that is the hallmark of top performing organizations.

Solution Summary The project can be broken down to five key phases. Below is a summary of each.

• Enterprise Cloud Assessment (ECA) o High-level, broad review of the State of Arkansas DI S's data center technology

estate with the objective to establish a foundation for a cloud migration for the Virtual Datacenter and possible Desktop environments. This process and effort is ideal for customers early in their cloud datacenter migration journey to validate their current baseline information and potentially enhance both discovery of environment and details that can be used for a true economic justification and workload priority as well as any remediaton needed for workloads either aged or otherwise not meeting the minimum requirement for migration.

• Enterprise Cloud Readiness - Target State Design (ECR) o Planet will provide architecture and configuration recommendations to establish an

Enterprise Virtual Datacenter to support both laaS and PaaS deployments. Planet will also assist the State of Arkansas DIS in the initial deployment of their designed Azure Enterprise Virtual Datacenter by identifying a production workload within the MAC datacenter for migration to act as the initial POC for the overall repeatable process. Upon completion of this POC, Planet and the State of Arkansas DIS will have a firm understanding of migration process and workload priority.

• Virtual Datacenter Server Migration Planning and Discovery & Production Pilot

o Planet believes the State of Arkansas is looking to accelerate their migration of workloads to Microsoft Azure (Azure) without the need first to refactor applications

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State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-1 - Cover Letter and Executive Summary

while benefitting from Infrastructure-as-Service (laaS). Migrating workloads into the State's Azure Virtual Datacenter requires comprehensive and precise planning to avoid roadblocks, prioritize workloads, and generate an accurate migration plan. The purpose of this scope of work is to provide The State of Arkansas with a detailed migration plan based on workload priority and categorization along with recommendations for remediating identified technical roadblocks.

• Data Platform Detailed Assessment o Based on the information provided in the RFP, the State's data platform includes

Microsoft and other vendor-based Online Transaction Processing (OLTP} and Online Analytical Processing (OLAP) database engines (e.g. Microsoft SQL Server Database Engine and SOL Server Analysis Services, respectively), as well as other optional services provided by vendor-specific data platform products and technologies (e.g. SOL Server Reporting Services and SOL Server Integration Services). The purpose of this phase is to provide the State of Arkansas DIS with a detailed plan for migrating and/or extending its data platform to Azure.

• Cloud-based DevOps Enterprise Discovery and Solution Architecture

o During the Enterprise Discovery and Solution Architecture phase, Planet Technologies will be meeting with the customer project team to develop an implementation plan for Visual Studio Team Services (VSTS) and related DevOps tools based on Microsoft best practices with a focus on the below key objectives.

• Automated Testing and Test-Driven Development Enablement

• Application Telemetry Enablement

• Release Management Enablement

We feel confident that we have met the requirements for the enclosed proposal as set forth in the RFP, however, should you have any questions or would like any additional information, please don't hesitate to ask.

4.0 Minimum Mandatory Qualifications

4.1 Minimum Mandatory Qualifications Instructions: Prospective Contractor must complete the table below. Provide specific references to proposal locations that support the Prospective Contractor's assertions that it meets the Minimum Mandatory Qualifications. Prospective Contractors that fail to provide clear, sufficient evidence that they meet the Minimum Mandatory Qualifications may be subject to rejection of proposal. ADFA and DIS may ask for additional clarifications relating to the Minimum Mandatory Qualifications prior to determination of compliance. Do not change any of the completed cells. Any changes to the completed cells could lead rejection of proposal.

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Table 1: Minimum Mandatory Qualifications

The Prospective Contractor and Prospective Contractor's Subcontractors combined must have experience with three (3) U.S. Public Sector projects similar or greater in size, complexity and scope to this Project within the last seven (7) years.

1 The State prefers the Prospective Contractor YES X NO D provide experience in the design of active-active enterprise data centers.

(Response Template T-2, Response No. 2.2 will be used to confirm this) The Prospective Contractor must have a current D&B Financial Stress Risk Class not greater than 2.

2 (Response Template T-2, Response No. 1.3 will be used to confirm this)

YES NOX

Planet Technologies is a private company and as such, we have not submitted our Audited Financials to Dun and Bradstreet. We have the Financial strength, health and history to prove that we have the resources to maintain the finances to support this contract.

5.0 Prospective Subcontractor Contact Information

5.1 Subcontractor Contact Information (if applicable) Instructions: Complete the following information regarding the subcontractor's contact information. If more than one subcontractor is proposed, add more Tables as necessary. Do not change any of the completed cells . Any changes to the completed cells could lead to rejection of proposal.

NO SUBCONTRACTING WILL BE PERFORMED

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Table 2: Subcontractor Contact Information

'

Company Name:

AAddress:

City, State & Zip Code:

Company Type Check One:

Arkansas Economic Development Commission Minority Business Certification Number if a licable

Services to be Provided

Name:

Address:

City, State & Zip Code:

Phone:

E-mail:

COMPANY INFORMATION:

N/A

0Private 0Public

Title:

Fax:

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Template T-2

Corporate Background and Experience

Response Template

RFP #: SP-19-0025

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-2- Corporate Background and Experience





Template Response Response Template Section Section No. 1.0 1.1 Corporate Backaround Corporate 1.2 Past Meraers and Acquisitions Background 1.3 Financial Information

2.1 Understandina of Data Center Optimization Services 2.0 Relevant 2.2 Existina Business Relationshios with the State of Arkansas Experience 2.3 Business Disputes

2.4 Projects Comoleted in the Last Seven Years 2.5 Quality Certifications

3.0 Assumptions 3.1 Assumptions

List of Tables

Table 1: Projects Completed in the Last Seven Years Table 2: Quality Certifications Table 3: Assumptions

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-2- Corporate Background and Experience

1.0 Corporate Background

1.1 Corporate Background Instructions: Describe the Prospective Contractor's corporate background as it relates to projects similar in scope and complexity to the project described in this RFP.

Planet Technologies has been doing 'cloud' based deployments even before they were called 'cloud '. Typically, these cloud technologies are organized in three main areas:

Software as a Service (SaaS)

Infrastructure as a Service (laaS)

Platform as a Service (PaaS)

Based on the requirements and asset inventory provided within the RFP, Planet believes each of these environments apply to your requirements.

Software as a Service (SaaS) -Planet Technologies is the premier partner for Office 365 in Public Sector. We have migrated millions of customers to the cloud. Planet offers a full set of services built around 0365. In addition to planning and migration services, we offer end user training; help desk support, administrative training, outsourced administration, security solutions such as Phish Hunter, and compliance solutions. Planet Technologies also has over 10 years' experience with Microsoft Dynamics CRM. Our team of CRM developers have been working with Microsoft's Saas offering since its inception and has since moved numerous customers from on-premises to online. We have several quick start solutions such as Asset Management, Fleet Management, IT Management, Citizen Services, Service Desk and many more. We have built dozens of custom LOB applications for our customers along with data migrations, integrations and custom training. Planet Technologies is a Microsoft Gold CRM partner.

b. Infrastructure as a Server (laaS)- Planet Technologies has deep architecture and engineer expertise to support/deploy new workloads and/or migrate on-premises laaS workloads into Azure. Our engineers have extensive knowledge and experience in the management of an laaS environment. Planet has also created a managed service offering; Azure Advantage, which provides administrative support and SaaS-like management of a Windows laaS implementation on behalf of a customer that, does not have the staffing maturity/training to support an laaS datacenter OR wants to augment their current staffing by reducing common day-to-day administrative tasks.

c. Platform as a Service (PaaS)- Planet Technologies has deep architecture and developer expertise in Azure PaaS solutions. From a consultative standpoint, we have the expertise to assess, recommend and transform current traditional workloads using PaaS as well as provide Development Operation efficiency recommendations to support agile cloud development. Our company is also building new Azure PaaS solutions and supporting existing applications. Planet also has both knowledge and experience in advanced PaaS workloads such as Artificial/Business Intelligence, Machine Learning, loT and advanced database solutions.

1.2 Past Mergers and Acquisitions

Instructions: Describe past mergers and/or acquisitions the Prospective Contractor has undergone in the last seven (7) years. Include name changes as a result of these mergers and/or acquisitions.

2

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-2 - Corporate Background and Experience

None

1.3 Financial Information Instructions: Submit audited financial statements for the last three years, together with a current certification made by the CFO stating that statements are current, accurate and complete with the exception of any material adverse changes specifically described which have occurred in the status and/or prospects of the Prospective Contractor since the effective date of the most recent financial statement.

Please see our financial statements and information as an appendix to this document. Also included in an interim Financial Statement.

2.0 Corporate Experience

2.1 Understanding of Data Center Optimization Services Instructions: Describe your understanding of the State of Arkansas DIS' requirements and how your organization can provide the best solution to achieve DIS' needs. Highlight the key differentiators and benefits of your organization and proposed solution. Please include any awards and honorable mentions earned by your organization in the context of helping clients (specifically Government) adapt to new technologies or with data center migrations, along with deployment of a highly virtualized and automated shared services environment. Condense and highlight in a maximum of three pages.

Planet Technologies has been doing 'cloud' based deployments even before they were called 'cloud'. Typically, these cloud technologies are organized in three main areas:

Software as a Service (SaaS)

3

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-2- Corporate Background and Experience

Infrastructure as a Service (laaS)

Platform as a Service (PaaS)

Based on the requirements and asset inventory provided within the RFP, Planet believes each of these environments apply to your requirements.

Software as a Service (SaaS)-Planet Technologies is the premier partner for Office 365 in Public Sector. We have migrated millions of customers to the cloud. Planet offers a full set of services built around 0365. In addition to planning and migration services, we offer end user training; help desk support, administrative training, outsourced administration, security solutions such as Phish Hunter, and compliance solutions. Planet Technologies also has over 10 years' experience with Microsoft Dynamics CRM. Our team of CRM developers have been working with Microsoft's Saas offering since its inception and has since moved numerous customers from on-premises to online. We have several quick start solutions such as Asset Management, Fleet Management, IT Management, Citizen Services, Service Desk and many more. We have built dozens of custom LOB applications for our customers along with data migrations, integrations and custom training. Planet Technologies is a Microsoft Gold CRM partner.

b. Infrastructure as a Server (laaS)- Planet Technologies has deep architecture and engineer expertise to support/deploy new workloads and/or migrate on-premises laaS workloads into Azure. Our engineers have extensive knowledge and experience in the management of an laaS environment. Planet has also created a managed service offering; Azure Advantage, which provides administrative support and SaaS-like management of a Windows laaS implementation on behalf of a customer that, does not have the staffing maturity/training to support an laaS datacenter OR wants to augment their current staffing by reducing common day-to-day administrative tasks.

c. Platform as a Service (PaaS)- Planet Technologies has deep architecture and developer expertise in Azure PaaS solutions. From a consultative standpoint, we have the expertise to assess, recommend and transform current traditional workloads using PaaS as well as provide Development Operation efficiency recommendations to support agile cloud development. Our company is also building new Azure PaaS solutions and supporting existing applications. Planet also has both knowledge and experience in advanced PaaS workloads such as Artificial/Business Intelligence, Machine Learning, loT and advanced database solutions.

2.2 Existing Business Relationships with the State of Arkansas

Instructions: Describe any existing or recent (within the last seven (7) years) business relationships the Prospective Contractor or any of its proposed subcontractors has with the State.

Planet Technologies is currently engaged in providing the State of Arkansas with consulting services aiding the State's adoption of Microsoft 365 Saas workload solutions for cloud-based email, files sharing and collaboration.

2.3 Business Disputes

Instructions: Provide details of any disciplinary actions and denote any pending litigation or Terminated for Cause or Convenience and associated reasons. Also denote any other administrative actions taken by any jurisdiction or person against the Prospective Contractor. List and summarize all judicial or administrative proceedinqs involvinq sourcinq activities,

4

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-2- Corporate Background and Experience

claims of unlawful employment discrimination and anti-trust suits in which the Prospective Contractor has been a party within the last seven (7) years.

None

2.4 Projects Completed in the Last Seven Years Instructions: The Prospective Contractor must have experience with three projects similar or greater in size, complexity and scope to this Project within the last seven (7) years. With each client example, identify whether the planning and execution were separate engagements. Indicate the level of transformation that occurred within the DC migrations and shared services deployments.

Complete and duplicate the table below for each project. Do not change any of the completed cells. Any changes to the completed cells could lead to the rejection of proposal.

5



Instructions: Describe any existing or recent (within the last seven (7) years) business relationships the Prospective Contractor or any of its proposed subcontractors has with the State.



Instructions: Provide details of any disciplinary actions and denote any pending litigation or Terminated for Cause or Convenience and associated reasons. Also denote any other administrative actions taken by any jurisdiction or person against the Prospective Contractor. List and summarize all judicial or administrative proceedings involving sourcing activities, claims of unlawful employment discrimination and anti-trust suits in which the Prospective Contractor has been a party within the last seven (7) years.

None

2.4 Projects Completed in the Last Seven Years Instructions: The Prospective Contractor must have experience with three projects similar or greater in size, complexity and scope to this Project within the last seven (7) years. With each client example, identify whether the planning and execution were separate engagements. Indicate the level of transformation that occurred within the DC migrations and shared services deployments.

Complete and duplicate the table below for each project. Do not change any of the completed cells. Any changes to the completed cells could lead to the rejection of proposal.

4

While many reference clients are available, most would like Planet to coordinate communication once selected.

PROSPECTIVE CONTRACTOR INFORMATION

Prospective Contractor Name: Chesterfield County Prospective Contractor Contact Name: Joe Pugh

Project Dates: 10/10/2018 - Prospective Contractor Contact Phone: 804-7 48-1272

U.S. PUBLIC SECTOR'S CUSTOMER INFORMATION

Public Sector: YES NO

Customer Name: Chesterfield County

Customer Contact Name: Joe Pugh

Customer Phone: 804-748-1272

Customer Email : [email protected]

Customer Address: 9901 Lori Road, Chesterfield, VA 23832

PROJECT INFORMATION

Total Prospective Contractor Staff Engaged: 3

Project Objectives: Provide a Proof of ConcepUPilot to enable the customer to evaluate the feasibility and the implementation plan of migrating to Azure as well as Cloud-Based DevOps Enterprise implementation plan.

Project Description including Level of Transformation: Complete an assessment on Chesterfield's environment to determine feasibility for migrating assets to the Cloud. Assessment will be conducted through Stratozone assessment, Enterprise Cloud Readiness and DevOps workshops, Azure migration proof of concept and assistance with implementing a plan for Visual Studio Team Services

Prospective Contractor Involvement (Role and Scope): Participation in workshops and assistance in workload migration.

Project Benefits: Provides roadmap for migrating to the Cloud

PROSPECTIVE CONTRACTOR A KEY PERSONNEL ASSIGNED TO PROJECT

Name: Nancy Tickle Role : Enterprise Architect 1--- -------------------l••u,,,,.,,.,,.,,.,,,.,., .. ,,.,.,.,,. . .,,,,.,,..,., .. ,,,,,.,,.,., ... ,,., .. ,,, ...... ,,, ... ,,., .. , .. , .... ,.,,.,,,,,..,.,, ........... , .... .

Name: Role :

Operating Budget of Organization: # of Employees and External Users:

Estimated Start & From: 10/10/2018 To: 11/28/2018 Completion Dates

Actual Start & From:10/10/2018 To: 2/5/2018 Completion Dates

Reason(s) for Difference Between Estimated and Actual Dates: Cloud-based DevOps workshops were postponed until January due to client availability.

How were the planning and execution agreements contracted (separate or one)? The planning and execution documents were included in one agreement.

'

If the Prospective Contractor performed the work as a subcontractor, the Prospective Contractor should describe the scope of subcontracted activities: No subcontractors were involved .


Prospective Contractor Name: Prospective Contractor Contact Name:

Project Dates: Prospective Contractor Contact Phone:


Public Sector: YES NG

Customer Name: Commonwealth of Massachusetts

Customer Contact Name: Current active project

Customer Phone:

Customer Email :

Customer Address:

PROJECT INFORMATION Total Prospective Contractor Staff Engaged: Core team included (1) Program Manager, (2) Project Managers handling parallel work streams and anywhere from 2- 7 Engineers engaged on the project at any given time.

Project Objectives: The Commonwealth of MA engaged Planet Technologies to perform Office 365 Migration Readiness and Mail Migration activities for a 50,000 user migration of Executive Branch agencies in 7 major Secretariat organizations. The initial set of work was to help build a set of Office 365 Enterprise Services including Service Descriptions, Governance and new Administration Model for the Office 365 services. Additional phases included Readiness Assessment engagements in each of the 7 Secretariats that included building Migration Plans, Communications Plans, Desktop Readiness assesment and Migration Support and End User training. Over 28,000 mailboxes and 17,000 users have been migrated thus far and the last major Secretariat is set to be migrated in the next 6 months. The current engagement also includes the migration of email archives out of three separate Email Archive solutions.

Project Description including Level of Transformation: Office 365 is a set of applications that includes email , document and file creation, and collaboration tools. The migration to Office 365 fundamentally transforms the way users in Government will communicate and collaborate both internally and externally. It involves the introduction of new versions of the traditional Microsoft Office suite as well as new services such as Skype for Business, OneDrive, Teams, etc. This includes the Outlook application for accessing email; Microsoft Office (Word, Excel, PowerPoint, and Access); OneNote, a note-taking function; and SharePoint, a storage and application platform that permits file storage, application development, and collaboration.

Office 365 is a cloud-based service offered by Microsoft and users will be able to access many of the tools over the internet. For the majority of users, the Microsoft Office application utilized regularly will continue to be accessed through their computer; however once migrated to Office 365, those applications will also be accessible over the internet and accessible from anywhere.

Prospective Contractor Involvement (Role and Scope): Planet was initially engaged on a 1,000 user pilot as a subcontractor. The customer then issued another RFQ for the broader 50,000-user Office 365 migration and Planet was, again , awarded the contraQt as a subcontractor to a prime. Planet is responsible for the overall Program Management and execution of the project and simply invoices work through the Prime.

Project Benefits: see Project Description above.


Name: Program Manager

Name: Project Manager(s)

Name: Cloud Architect

Name: Office 365 Engineer(s)

Name: Desktop Engineer

Name: SharePoint Architect

Operating Budget of Organization: Approximately $400 Million

Role: Responsible for overseeing the overall Project Schedule, Executivelevel communication on project budget, resourcing, work stream completion and sign-off, technical architecture guidance and coordination

Role: Responsible for overseeing specific Work Streams and managing the customer engagement and detailed project schedule for that particular Secretariat or Work Stream.

Role: Responsible for high level Architecture guidance and documentation. One or more Cloud Architects have been engaged to ensure challenging technical issues like integration with 3rd-party Identity and Authentication platforms work successfully and to provide guidance on Governance and Administration. Role: Responsible for executing specific Engineering tasks assigned including running migration readiness reports, executing migration tasks, assisting with Exchange decommissioning where necessary, advising on Email Archive efforts with 3rd-party Archiving vendor.

Role: Responsible for assessing and reporting on necessary remediation activities to prepare agencies for mail migrations. Assist with remediation as needed.

Role: Responsible for providing guidance on SharePoint architecture and for gathering and reporting on SharePoint Use Cases in existence at agencies. Also provided specific guidance to agencies on the impact of moving on

remise SharePoint content to SharePoint Online.

# of Employees and External Users: 50,000 users combined

Estimated Start &

From: February 1st, 2017 Completion To: December 31st, 2018

Dates

Actual Start & To: Current (expected to complete Completion From: February 1st, 2017 6/30/2019 Dates

Reason(s) for Difference Between Estimated and Actual Dates: The customer's existing infrastructure had evolved over time as agencies were once decentralized and responsible for their own data centers and infrastructure to a consolidated and centralized administration of IT. Any impacts to the project have been solely based on uncovering migration readiness issues within the layers of that infrastructure and working to resolve challenges that resulted .

How were the planning and execution agreements contracted (separate or one)? The customer incorporated Enterprise Planning into an initial Statement of Work called the Enterprise Services engagement. Separate Task Orders were executed for the Office 365 Readiness Assessment work as well as for the actual Office 365 Migration work . Each Secretariat is being migrated under its own detailed Project Schedule that is being developed after the completion of the Readiness Assessment.

If the Prospective Contractor performed the work as a subcontractor, the Prospective Contractor should describe the scope of subcontracted activities: The customer issued an initial RFQ for a 1,000 user pilot which was awarded to Planet as a subcontractor to the prime contractor. The customer then issued a separate RFQ for the broader migration project and Planet was awarded it again as a subcontractor. Planet is performing all the work and managing all communication with the customer.

Table 1: Projects Completed in the Last Seven Years


Prospective Contractor Name:

Project Dates: 2/15/18-7 /15/18

Prospective Contractor Contact Name:

Prospective Contractor Contact Phone:


Public Sector: YES NO

Customer Name: State of California Office of Statewide Health Planning & Development (OSHPD)

Customer Contact Name:

Customer Phone:

Customer Email:

Customer Address:

PROJECT INFORMATION

Total Prospective Contractor Staff Engaged:

Project Objectives:

Project Description including Level of Transformation: Plan, design, and implement an enterprise-grade Azure Virtual Datacenter and then migrate all datacenter assets to Azure. Included governance, cost management, communications, change management, and training so that OSHPD could effectively manage and maintain the new datacenter in Azure as its primary datacenter without requiring ongoing contractor help.

Prospective Contractor Involvement (Role and Scope): Planet Technologies performed all tasks of the project lifecycle from end-to-end, including project management, change management, planning, governance, architectural design, communications, training, implementation, and migration.

Project Benefits:


Name: N/A Role: 1---------------------+ ............................................................................................................................... ..

Name: Role:

Operating Budget of Organization: Unknown # of Employees and External Users: -1,500

Estimated Start & From: 2/15/18 To: 8/15/18 Completion Dates

Actual Start & From: 2/15/18 To: 7/15/18 Completion Dates

Reason(s) for Difference Between Estimated and Actual Dates: Work was completed faster than anticipated due to customer's commitment to the success of the project through prioritization of resources, strong leadership, quick decision-making, and willingness to make changes with acceptable risk. Technical problems arose but were dealt with quickly and accurately through strong partnership, teamwork, shared risk (between gov't and Planet), technical competence, and formal project management.

How were the planning and execution agreements contracted (separate or one)? The planning and execution were included in one agreement, but the execution scope, timeline, and costs were not formalized until planning and design were complete. It is unadvisable and virtually impossible to commit to scope, cost, and timeline of a major deployment and/or migration without conducting a thorough and complete planning/design engagement.

If the Prospective Contractor performed the work as a subcontractor, the Prospective Contractor should describe the scope of subcontracted activities: No subcontractors were involved. Planet performed all activities as a Prime and with no outside help other than interaction with the customer's 3rd-party vendors, such as Cisco (virtual network appliances).

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-2 - Corporate Background and Experience

2.5 Prospective Contractor Quality Certifications Instructions: List in the Table below any quality certifications that are relevant to the proposed services.

Table 2: Quality Certifications

Prospective Contractor Quality Certifications

Item# Certification Certification Date Comments - Include (MM/DD/YY) certifications appropriate for the

proposed services

1. ISO 9001 :2015 (initial): 2-11-2015 Currently Certified through: 2-10-2021

2.

3.

4.

5.

6.

3.0 Legal Considerations


Instructions: Describe any existing or recent (within the last five (5) years) business relationships the Prospective Contractor or any of its affiliates and proposed subcontractors has with the State.

10




Instructions: Provide details of any pending litigation or contracts Terminated for Cause or Convenience and associated reasons in which the Prospective Contractor has been a party within the last five (5) years. This should be limited to litigation or contract termination for the implementation and/or maintenance and operations of an online insurance verification system.

None

4.0 Assumptions

4.1 Assumptions Instructions: Document the assumptions related to this Response Template in the following Table. Add rows as necessary. Do not change any of the completed cells. Any changes to the completed cells could lead to the rejection of proposal.

Table 3: Assumptions

REFERENCE

ITEM# (Section, DESCRIPTION RATIONALE Page,

Paragraph) 1. 2. 3.

11

Template T- 3

Project Organization and Staffing, and Staff Experience

Response Template

RFP # : SP-19-0025

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-3 - Project Organization and Staffing, and Staff Experience


ADFA and DIS strongly prefer that Prospective Contractor's proposal be submitted in order of the Response Templates, and that all questions in each Response Template be completed . Prospective Contractor's proposal should be organized in a manner that enables the State to easily locate all Prospective Contractor responses and exhibits. The Prospective Contractor is encouraged to provide clear, sufficient evidence that they meet the requirements .



Template Response Section No. ResDonse Template Section

1.0 Contractor 1.1 Kev Personnel Proiect Staffinq 1.2 Subcontractor Kev Personnel (if applicable)

2.1 Proiect Oraanization and Staffing Plan 2.2 Staff Manaaement 2.3 Training Policies and Procedures 2.4 Staff Retention

2.0 Prospective 2.5 Work Location( s) Contractor Project 2.6 Resumes Organization and 2.7 Collaboration Staffinq Plan 2.8 Governance 3.0 Assumotions 3.1 Assumotions

List of Tables

Table 1: Prospective Contractor Key Personnel Table 2: Prospective Subcontractor Key Personnel (if applicable) Table 3: Assumptions


Project Organization and Staffing and Staff Experience

1.0 Contractor Project Staffing

1.1 Key Personnel Prospective Contractor should identify Key Personnel for the Project, including:

• Name

• Position in Prospective Contractor organization

• Proposed role on Project

• Focus of work effort

• % of time dedicated to the Project

• Experience in the proposed role

• Qualifications for the proposed role

• Role in the last three (3) projects

Instructions: Complete the following Table 1 detailing the Key Personnel identified for this Project. Add rows as necessary. Do not change any of the completed cells. Any changes to the completed cells could lead to rejection of proposal.

2

State of Arkansas Development Rnance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-3 - Project Organization and Staffing, and Staff Experience

Table 1: Prospective Contractor Key Personnel

I

POSITION IN PROPOSED FOCUS OF % OF TIME EXPERIENCE IN QUALIFICATIONS ROLE IN NAME ORGANIZATION ROLE ON WORK PROPOSED PROPOSED FOR PROPOSED LAST 3

PROJECT EFFORT ON PROJECT ROLE (Years) ROLE PROJECTS

oles within Planet Steven

ice President 1% 0 years echnologies as

Winter th Founder and ame

GLE Leader Director,

verall Delivery echnical

Dan Nelson Practice and esponsibility for % 0 years ame

PMO Delivery ontractor

Jerry Martin r. Cloud

0% 5 years trategist ame

George ransformation Roles within

Scott nager 0% 5 years crosoft, Planet ame echnologies

Aaron Ward r. Cloud rans formation

0% 5 years trategist nager ame

reject Manager, Financial Analyst, verall

Lisa Coble Project Manager ommunication Project

0% 0 years Roles within Planet,

lanning and Management Ml Certifications ame

ocumentation esponsibility pecialist

roject Manager, Financial Analyst, verall

Paul Gritton Project Manager ommunication reject


lanning and nagement Ml Certifications ame

ocumentation Responsibility pecialist

State of Arkansas Development Finance Authority RFP # : SP-19-0025- Systems Integrator for Data Center Optimization Template T-3 - Project Organization and Staffing, and Staff Experience

Project I\Aanager, Financial Analyst, bverall

Carrie Project I\Aanager

:Communication Project Monaco Planning and I\Aanagement

Documentation Responsibility ~pecialist

~olution !Architect,

Jorge ~echnical Lead,

rrechnical Senior /lrchitect Mgration Lead, Morales

~ecurity Lead

!Architect, Data tenter Architect

rrransition I\Aanager, !Solution !Architect,

Carsten Due Senior Engineer Storage !Architect, Design Lead

~ecurity !Architect, Mgration Engineer


lsame PMI Certifications

Roles within Planet 100% 120 years jand previous Same

iemployers

Roles within Planet 100% 125 years ia nd previous lsame

iemployers

2


1.2 Subcontractor Key Personnel (if applicable)

The Prospective Contractor should identify the Prospective Subcontractor Key Personnel for the Engagement including:

• Name

• Position in Prospective Subcontractor organization

• Proposed role on Engagement

• Focus of work effort

• % of time for that work effort

• Experience in the proposed role

• Qualifications for the proposed role

• Role in the last three (3) projects

This section should also detail the past work each listed person has had with the Prospective Contractor or their staff.

Instructions: Complete the following Table 2 detailing the Prospective Subcontractor Key Personnel identified for this Project. This Table should be replicated for each Prospective Subcontractor used. Add rows as necessary. Do not change any of the completed cells . Any changes to the completed cells could lead to rejection of proposal.

State of Arkansas Development Rnance Authority RFP #: SP-19-0025-Systems Integrator for Data Center Optimization Template T-3 - Project Organization and Staffing, and Staff Experience

Table 2: Prospective Subcontractor Key Personnel

POSITION IN PROPOSED FOCUS l % OF TIME EXPERIENCE IN QUALIFICATIONS ROLE IN NAME ORGANIZATION ROLE ON OF WORK I PROPOSED ON PROPOSED FOR PROPOSED LAST 3

PROJECT EFFORT I

PROJECT ROLE (Years) ROLE PROJECTS


2.0 Prospective Contractor Project Organization and Staffing Plan

2.1 Project Organization and Staffing Plan The Prospective Contractor should describe the integrated Project Organization and Staffing Plan required to execute the proposed approach and create the deliverables required for the Project. This section should include details of the Prospective Contractor's team, proposed use of Prospective Subcontractors, and the Prospective Contractor's expectations of DIS resources . This section should include a visual representation of the Prospective Contractor Project team including the reporting structure. The Prospective Contractor should also describe any additional staffing of business and technical resources the Prospective Contractor feels DIS should provide to support the delivery of the services and creation of all deliverables. The Plan should include the number of resources (both business and technical), anticipated role and responsibilities, level of participation and necessary capabilities/skills for both DIS and Prospective Contractor resources . The Staffing Plan should highlight the staff performing the roles required to deliver the scope of services outlined in the RFP.

Key Project Personnel identified are considered to be the core Prospective Contractor resources and are therefore expected to be the major participants in all procurement activities (e.g. oral presentations) and services delivery activities. If the Prospective Contractor is selected, its Key Project Personnel shall not be replaced without prior DIS approval during the life cycle of the Project.

DIS has the right to require Prospective Contractor replacement of Key Personnel or any person in the Prospective Contractor's team (including Prospective Subcontractors) for any reason not limited to inadequate skills , team work, and responsive attitude etc. barring EEO guidelines.

Instructions: Provide a Staffing Plan and associated organization chart detailing the number of personnel, level, roles and responsibilities , and team reporting relationships , and identify the approach to providing "shoulder-to-shoulder" links for key staff roles between Prospective Contractor staff and DIS staff. Show proposed Prospective Contractor personnel hours by phase, by personnel level, and by role for the entire Project. Identify all Key Project Personnel for the Prospective Contractor, personnel for DIS and their proposed roles.

2


(:Jlanet ' .. . . , ~ .

Project

Managers

Lisa Cobble•

Carrie Monaco

Paul Gritton

Cloud Strategists

Jerry Martin•

George Scott

Aaron Ward

Vice-President

Steven Winter•

Director

Dan Nelson•

Account Executive

Deana Bieg•

*Indicates a member of Planet's Executive Committee

2.2 Staff Management

Executive Committee:

State of Arkansas

Representatives

Planet Team

Steven Winter

Dan Nelson

Jerry Martin

Lisa Cobble

Deana Bieg

Technical Project Manager

Jim Miller

Senior Architect

Jorge M orales

Senior Engineer

Carsten Due

Instructions: Provide descriptions of the Prospective Contractor's Staff Management approach. The Prospective Contractor should describe internal standards, policies and procedures regarding hiring, professional development and human resource management, including processes for ensuring that the Project will not be affected by fluctuations in Prospective Contractor staffing and other assignments. The response should also include a discussion of the Prospective Contractor's management of Prospective Subcontractor staffing.

Planet Technologies is a leader in Mcrosoft Technologies, and as a result we attract the best and brightest Mcrosoft technologists . Our proposed project manager meets regularly with the team to identify any issues that may cause problems for the client and has a direct line to our Vice President for State and Local government, so they can immediately raise issues to him that need to be addressed. By regularly meeting with the technical and management teams the project manager can make sure all risks are mitigated, and minimizer the disruption to The State.

3


Before staff are hired they are put through a technical screening process to ensure they are competent and understand the technologies they are working with. Moreover, through our annual review process we routinely set professional development goals for our team to be current with their Microsoft certifications. Currently we have over 120 staff members with a current Microsoft certification.

Moreover, Planet takes a collaborative approach to delivering services for our customers . We never assign just one staff member to a project, and heavily utilize Microsoft Teams to share information amongst our technical staff. This minimizes the potential of creating a single point of failure with regards to staff. If for some reason a staff member could not work on a project tomorrow, at least one other person on the team would be familiar with their portion of the project, and all of their documentation would be easily accessible in a Microsoft Teams site.

Finally, Planet has a competitive compensation package that includes Health, Dental, Vision, and Life insurance that are subsidized by the company. Moreover, we offer a 401 k plan, and other benefits that are common in the industry. We believe that healthy staff members are more productive, and better serve our clients .

How does this help The State? Planet's ability to attract and retain talent means that the Arkasas will have some of the best and brightest team members supporting them, and by minimizing turn over, we will maintain a consistent level of support for the State.

2.3 Training Policies and Procedures

Instructions: Describe Prospective Contractor's approach for training and education of its personnel , both initially and ongoing. Address how your organization keeps employees skills are current, relevant and applicable to emerging environments such as cloud, converged infrastructure.

Planet Technologies is only as good as our employees. We place an emphasis on remaining current with the latest in technology and invest heavily in training and certification courses for our team. This includes having a number of corporate MSDN subscriptions available to our team, investing in pluralsight training, sending 10% of our staff a year to Mcrosoft training conferences to keep current and providing bonuses for staff who achieve new Mcrosoft competencies. In the last year, we heavily utilize Mcrosoft Azure to set up training environments for our staff so they can develop lab environments, and have a safe place to test innovative solutions for our clients. Moreover, our CTO holds monthly training sessions on new technologies for our staff. These have included, training sessions in privileged account management, Trusted internet connections, 0365 Security and Compliance training, and Azure roadmap training. Over 120 members ofour team hold a current Mcrosoft Certification, and in the last year we brought in an outside training company to deliver Agile and Dev ops training to more than 20% of our company. We intend to continue this training across the company to continue to make sure our technical resources understand the latest in delivering cloud services .

4


2.4 Staff Retention

Instructions: Describe Prospective Contractor's process and methodology for retaining Prospective Contractor personnel and ensuring that Key Personnel are consistently engaged on this Project. The Prospective Contractor should also discuss steps they have/will take to minimize staff turn-over to avoid costly re-training of Project resources.

Team Planet uses various retention methods to retain our workforce, which results in stable contract per/ orma nee, requirements Ju !fill men t, and high customer sa tis/action.

Retention Method I Description

Competitive Compensation and Benefits

Includes market-based competitive salaries, merit based annual adjustments, and benefits including employee and family health, dental, \1Sion, short- and long-term disability, life insurance, 401K, and pre-tax flexible spending pro1,1ded at reasonable costs.

-----------------------Performance-based I Based on the success of the employee and team accomplishments. Recognition Rewards and lby our management team and/or customer. Includes certificates of appreciation, Recognition spot bonuses, gift cards, and other morale/retention boosters.

---------------< Employee Conduct potluck lunches, picnics, award events, and other team building events to Appreciation bring the workforce together. Events

Career Development Opportunities

Includes training and certification assistance of up to $6,000 annually, Leaming Tree Computer Based Training (CBT), brown bag lunch training sessions , and attendance at technical conferences to promote skills maturation.

2.5 Work Location(s) The Prospective Contractor Key Project Personnel associated with the Data Center Optimization Project must be available to perform relevant tasks during key phases of the project as scheduled by DIS during normal business hours. The Prospective Contractor Key Project Personnel will be allowed to work off-site during non-key phases of the project that do not require in-person meetings.

/lJ.. no time shall the Prospective Contractor maintain, use, transmit, or cause to be transmitted information governed by privacy laws and regulations outside of the United States and its territories .

Instructions: Describe the off-site locations where the Prospective Contractor proposes performing work associated with this RFP during non-key phases of the project.

Specifically identify where the Key Project Personnel identified in the RFP will be physically located for the duration of the Contract.

For each of the deliverables identified in the RFP, provide the percentage of work to be done at DIS' provided facilities in Little Rock.

My location required within the Continental United States.

5


2.6 Resumes

Instructions: Provide a professional resume for each proposed Key Personnel. Each resume should demonstrate experience germane to the position proposed. The resume should include work on projects cited under the Prospective Contractor's corporate experience, and the specific functions performed on such projects.

Resumes are listed at the end of this response as an attachment

2.7 Collaboration

Instructions: Provide evidence that the Prospective Contractor's proposed team (including Prospective Subcontractor(s), if proposed) has a proven track record of successfully collaborating in a similar environment to the environment outlined in the RFP. This should include experiences working with a team to configure, implement, train and provide support. Describe how the Prospective Contractor (including Prospective Subcontractor(s )) will ensure that the proposed team will achieve the reauired team dvnam ics.

Planet Technologies has been successfully managing Azure engagements since2010 using our proven enterprise cloud readiness and implementation methodology. Planet works with the client though phases of discovery of assets; architecture and network planning, workload migration planning where dependencies are mapped and business owners identified; testing and proof of concept using Azure Site Recovery; execution to migrate workloads to Azure taking into consideration dependencies and maintenance schedules, and training the customer to maintain and continue to expand their Azure presence. Planet Technologies has performed very similar services to many other large government entities including California Department of Social Services (COSS) and California Office of Statewide Health Planning & Development (OSHPD). fos with these client examples related to the specific scope outlined in this RFP, Planet organizes this experience within Infrastructure as a Service (laas) and Platform as a Services (PaaS). Infrastructure as a Server (laaS) -Planet Technologies has a proven methodology and framework; Enterprise Cloud Readiness for Azure, we engage with customers that establishes the foundational requirements to support an enterprise virtual datacenter within Azure. Within our ECR the customer's current environment are assessed, dependency matrices are created for workloads that are candidates for migration, change management and migration templates are created, testing and confirmation of migration template is confirmed, and finally workload is migrated. Platform as a Service (PaaS)- Our ECR methodology focuses on the lifecycle transformation of an on-premises datacenter into cloud properties. Planet provides assessments of current workloads/applications to determine complexity and potential code changes to support those workloads where utilizing PaaS compute instead of laaS makes sense. We have led state and local government agencies, healthcare groups, government contractors, post-secondary education and commercial customers through cloud-based migration efforts, moving one or more on premise workloads to Azure PaaS. These projects spanned across a variety of service offerings including Web, mobile, Azure Storage accounts, Azure compute, Azure data platform, media services, and Azure functions .

6


Each of these methods utilize extensive Enterprise Virtual Datacenter Workshops with the client teams to ensure a complete solution considering: o Tenant and Subscription Design

o Data Governance (Commercial verses Government) D Leverage existing plans and enhance for hybrid datacenter consumption o Taxonomy (Naming Standards, Resource Tagging, etc) o Resource Groups o Security (RBAC, Resource Locks, Policies, Audit) o Networking Overview and Design o Disaster Recovery and Backup o Billing Management and Optimization

2 .8 Governance

Instructions: Outline the governance structure you would recommend for maintaining an effective cadence to deliver a successful transformation and migration. Please outline the types of decisions for which each of the committees would be responsible, and the frequency at which these committees would operate. Take into consideration the requirements set forth in the RFP Section 3.5.

Planet Technologies has partnered with Stratozone to perform scans/probes of client environments. The Stratoprobe scan gathers telemetry and configuration data on the client's onpremises workloads and provides exportable reports that can subsequently be used to cross reference and plan migration workloads. Planet Technologies further expands upon the information provided by Stratozone using its' Enterprise Cloud Assessment and Enterprise Cloud Readiness methodology to customize migration planning efforts to provide a full end-toend migration planning solution. Planet Technologies uses an laaS migration planning method of initial grouping of workloads based upon their cloud fit rating. These workloads are then ordered based upon their interdependencies indicated from the Stratoprobe assessment as well as client input. Detailed assessment and planning is then conducted with input from application owners to identify workload specific migration steps to be included (DNS changes, application IP addressing, firewall/routing changes, etc). Further migration planning also includes a process where dependencies are uncovered that may impact the planned migration workload. These dependencies includes, but are not limited to: Compliance (CJIS/NIST etc)- (MA.G/MA.C) Security 3rd party / Vendor access Dependencies to other solutions / integrations Performance( regions) Features required by Solution/workload (MA.C/MA.G/regions) Connectivity as required by Solution/workload (regions/ networking) Planet also addresses assessment and implementation of development operations (DevOps) and Azure data platform as separate workloads. For both of these transformative processes, Planet offers a foundational planning (strategic) engagement with additional follow-on activities around implementation. In this way, customers can allow for potentially different audiences and

7

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-3 - Project Organization and Staffing, and Staff Experience

different engagements that make the most sense to their organization. For example, high-level planning of application telemetry using Azure is a part of the foundational engagement. If the state wishes to jump into a deep dive planning and pilot program around application telemetry, enabling the service for additional applications state-wide, it is an option. If not, that's fine, too. These types of enablement programs are available for services such as automated build and deployments, application testing, Azure key vault/ key management, Azure data storage architectures, Azure Data Lake, Power Bl and advanced analytics, all of which are highlighted as requirements within the RFP.

Role Responsibility

SIO Application ./ Re1.1ew and approw the Project QMP

Se1""1ces Program Manager

SIO Application ./ Re1.1ew and approw the Project QMP

Se1""1ces Project ./ Re1.1ew assessment and Project re1.1ew findings

Managers ./ Assign Project team members to appropriate action items resulting from

assessments, project re1.1ews, and method coach and specialist support 1.1sits (where applicable); monitor and manage those action items to closure

./ Track Project re1.1ew and specialist re1.1ew findings to closure

Business ./ Dewlop and maintain the Project OAP

Analyst ./ Dewlop and maintain the Project Assessment Schedule ./ Dewlop and maintain the Quality Support Schedule ./ Track instances of non-compliance identified in the quality assessment to

closure ./ Tailor the Project QMP to dewlop the Project QMP ./ Dewlop and maintain the Project Assessment Schedule ./ Dewlop and maintain the Project Quality Support Schedule ./ Track instances of non-compliance identified in the quality assessment to

closure ./ Dewlop and tailor checklists in preparation for assessments ./ Coordinate assessment acti1.1ties with the project participants ./ Perform work product assessment re1.1ews ./ Identify compliance issues and report results to the Project Manager ./ Follow up on action items from pre1.1ous assessments

Team Members ./ Prepare for and participate in assessments, project re1.1ews, and method coach

and specialist support 1.1sits (where applicable) ./ Implement action items resulting from assessment results, project re1.1ews, and

method coach and specialist support 1.1sits ./ Where applicable, attend training and obtain certifications in relevant

technologies

3.0 Assumptions

3.1 Assumptions Instructions: Document all assumptions related to the response for Project Organization and Staffing and Staff Experience in the following Table 3. Add rows to the Table as necessary. Do

8


not change any of the completed cells . Any changes to the completed cells could lead to rejection of proposal.


I

REFERENCE

ITEM# (Section,

DESCRIPTION RATIONALE Page, Paragraph)

1.

2.

3.

9

Template T-4

Methodology to Requirements Approach

Response Template

RFP #: SP-19-0025

State of Arkansas Development Rnance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-4 - Non-Functional Requirements Approach


ADFA and DIS strongly prefer that Prospective Contractor's proposal be submitted in order of the Response Templates, and that all questions in each Response Template be completed. Prospective Contractor's proposal should be organized in a manner that enables the State to easily locate all Prospective Contractor responses and exhibits . The Prospective Contractor is encouraged to provide clear, sufficient evidence that they meet the requirements .


Prospective Contractor Response Sections The Prospective Contractor should use the response sections listed below to provide specific details of the proposed approach to meeting ADFA and DIS requirements .

Template Response Section No.

1.1

1.0 fv1ethodology 1.2

1.3

2.1

2.0 General 2.2

Behavior 2.3 Requirements

2.4

2.5

3.0 Service Level 3.1 Requirements

3.2

4.0 Assumptions 4.1

List of Tables

Table 1: Information Risk


Response Template Section

Planninq an Mqration

Tools

Quality

Overall Approach (Planninq and Execution)

Discovery and Information Gatherinq

Transformation

Readiness

Information Risk

Delivery Service Level Requirements

Quality Service Level Requirements

Assumptions

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-4 - Non-Functional Requirements Approach

Methodology and Requirements Approach

1.0 Methodology

1.1 Planning and Migration

Instructions: Detail the planning and migration methodology you have used to:

(i) Mgrate clients of similar size and complexity to the State of Arkansas DIS from their inhouse data center(s) to a shared services environment in multiple data centers .

(ii) Deployment of a highly-virtualized and automated shared services environment with selfprovisioning, cloud orchestration, metering and billing, high availability, Disaster Recovery (DR) and public cloud connectivity.

Also, describe the evolution of this methodology and how this methodology addresses challenges associated with data center migration.

Planet Technologies uses an laaS migration planning method of initial grouping of workloads based upon their cloud fit rating. These workloads are then ordered based upon their interdependencies indicated from the Stratoprobe assessment as well as client input.

Detailed assessment and planning is then conducted with input from application owners to identify workload specific migration steps to be included (DNS changes, application IP addressing, firewall/routing changes, etc)

Further migration planning also includes a process where dependencies are uncovered that may impact the planned migration workload. These dependencies includes, but are not limited to:

Compliance (CJIS/NIST etc)- (MAG/MAC)

Security

3rd party I Vendor access

Dependencies to other solutions / integrations Performance(regions)

Features required by Solution/workload (MAC/MAG/regions)

Connectivity as required by Solution/workload (regions/ networking)

Planet also addresses assessment and implementation of development operations (DevOps) and Azure data platform as separate workloads. For both of these transformative processes, Planet offers a foundational planning (strategic) engagement with additional follow-on activities around implementation. In this way, customers can allow for potentially different audiences and different engagements that make the most sense to their organization. For example, high-level planning of application telemetry using Azure is a part of the foundational engagement. If the state wishes to jump into a deep dive planning and pilot program around application telemetry, enabling the service for additional applications state-wide, it is an option. If not, that's fine, too. These types of enablement programs are available for services such as automated build and

2


deployments, application testing, Azure key vault/ key management, Azure data storage architectures, Azure Data Lake, Power Bl and advanced analytics.

1.2 Tools

Instructions: Provide the details regarding tools used for clients of similar size and complexity to State of Arkansas DIS to:

(i) Migrate clients from their in-house data center to a shared services environment in multiple - data centers .

o Identify whether the migrations were performed in an online or offiine manner. o If online, identify whether the migrations were performed in-band or out-of-band o Detail the impacts to customer production activities/workloads, during the migrations o Outline contingency planning, in the event of a failed migration

(ii) Deploy a highly-virtualized and automated shared services environment with selfprovisioning, cloud orchestration, metering and billing, high availability, DR and public cloud connectivity setting

Address the benefits of these tools and how they can overcome common and unique challenges associated with data center migrations and shared services deployment. Also, address what options the State of Arkansas, DIS has regarding using these tools in the future.

Planet Technologies leverages Azure Site Recovery (ASR) to perform migrations of workloads into Azure laaS. ASR provides a scalable solution to address a wide variety of workload migration demands. The scalability of ASR is both horizontal and vertical. The ASR architecture can be scaled horizontally by registering additional ASR Process servers to split the migration workload or vertically by increasing the compute power of existing ASR Process servers to provide more throughput.

In addition to the functionality provided by ASR, Planet uses a collection of scripting methods as well as Azure Automation to automate the various tasks that must be accomplished during a workload migration. Custom scripts per client needs are also developed when necessary.

The typical migration path for traditional applications to PaaS is a branched (or forked) instance of the code project or, in the case of COTS products moving to a PaaS backend only, a separate deployment of the application binaries, coupled with new service instances of Azure PaaS services and a parallel testing and cutover phase. The applications can be developed and tested locally, using virtualization or containerization against the cloud service and, once ready to go, can be deployed and repainted appropriately.

Planet Technologies provides migration cutover support in the form of checklists, scripts, and rehearsals for each cutover to ensure steps are not missed during the cutover of each workload. During cutover, the Planet Technologies laaS architect will provide oversight to ensure the process is followed and runs smoothly. Additionally, support for break/fix is provided to address any problems that arise during cutover migration.

The Azure PaaS cutover varies from customer-to-customer, based on the solution. In the case of compute capabilities, in some cases there are clear, documented non-production environments that can be quickly made production using a VIP-swap. In other cases, Web

3


applications can be brought online as a matter of a DNS change and yet, in others, we've had to configure separate deployment scripts to manage the cutover, especially in the case of dependencies.

During the cutover, Planet participates in (or encourages) Web performance testing, load testing, a review of security rules (device access, network, user), smoke testing of the application and placing existing resources in a read-only or otherwise inaccessible state.

Post cutover, we do a round of QA testing and, as possible, user-acceptance testing.

Planet has participated in application (PaaS) implementation projects with customers for the past five (5) years .

1.3 Quality Instructions: Elaborate on how your organization ensures it delivers a quality solution in the area of data center migrations and shared services deployment. Specifically, how do you address errors of omission (i.e. , ignoring key elements) and errors of execution (i.e., not having the right level of quality on one or more of the elements)?

Typically, errors whether they be manual or automation generated are the result of a lack of planning with all key resources needed. While working with Customer Azure migrations, Planet leverages the ECA/ECR framework that outlines steps and deliverables that are customized for that Customer. During Discovery and Design, Planet will engage with the State to begin the planning process and deliver the following activities and deliverables:

• Workshops with Client's technical management and staff

• StratoZone results

• Assessment summary report

•/JJIIA. results

• Azure Consumption Insights (ACI) Integration

• Azure ECR Subscription Design Management

• Azure ECR Taxonomy Naming Standards Matrix

• Azure ECR Taxonomy Naming Standards

• Azure ECR \/DC Design Document

• Governance Document (including Government and Commercial tenants)

During this phase, Planet will utilize StratoZone, an unobtrusive automated discovery tool that allows organizations access to a single-pane-of-glass to launch assessments, analyze workload dependencies, properly size assets, view financial projects and comparisons, and understand the dependencies for application migration. These results are crucial for a successful cloud adoption and to help the State make decisions, both business and technical.

Additionally, Planet will conduct multiple workshops designed to equip the State with a framework for operating within the Mcrosoft Cloud without sacrificing security, integrity, or design standards. During these workshops, time will be spent educating and designing what will become the base-line architecture for the Client's initial subscription(s). This initial deployment

4

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-4 - Non-Functional Requirements Approach

will act as the "Hub" for fT to establish a centralized environment to host common services, enforce policies, and open the door for the rest of the organization to innovate and build easily.

The above deliverables support the adoption of the environment and are all precursors to the actual migration phase of the Customer project. These workshops are hands-on training that uses real-life use cases that are adapted to the needs of the customer (knowledge levels).

All of these actions in the approach defined above ensures both the accuracy of information used to design the environment as well as the fully engaged workshop approach providing continuous input and review by the State's key resources will drive detailed quality in both process and information data gathering during planning.

2.0 Approach to Deliver Requested Services

2.1 Overall Approach (Planning and Execution)

Instructions: The scope of this RFP includes systems design & engineering, planning and migration from current data centers to a new shared services environment. DIS would like to understand your end-to-end approach. Describe the overall approach you would employ to plan and execute:

(i) The migration of the tv1AC data center to the SDCW and colocation data centers. (ii) Deployment of highly-virtualized and automated shared services environment

Identify the key steps, the associated actions and the deliverables of each step.

Enterprise Cloud Readiness for Azure - Target State Design (ECR)

Sunmary: Planet will provide architecture and configuration recommendations to establish an Enterprise Virtual Datacenter to support both laaS and PaaS deployments. Planet will also assist the State of Arkansas DIS in the initial deployment of their designed Azure Enterprise Virtual Datacenter by identifying a production workload within the tv1AC datacenter for migration to act as the initial POC for the overall repeatable process. Upon completion of this POC, Planet and the State of Arkansas DIS will have a firm understanding of migration process and workload priority.

• .ActivitiesfT asks

• Enterprise Virtual Datacenter Workshops:

o Tenant and Subscription Design

o Data Governance (Commercial verses Government)

• Leverage existing plans and enhance for hybrid datacenter consumption

o Taxonomy (Naming Standards, Resource Tagging, etc)

o Resource Groups

o Security (RBAC, Resource Locks, Policies, Audit)

o Networking Overview and Design

o Disaster Recovery and Backup

5

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-4- Non-Functional Requirements Approach

o Billing Management and Optimization

• Initial Configuration of Azure Enterprise Portal(s)

o Build out of Azure Networks and address spaces

o Creation and configuration Azure VPN Gateway/Express Route

o Establish Primary and Secondary Azure Datacenter Regions for Disaster Recovery

• Deliverables

• Azure Foundations and Governance Document

• Baseline Azure Enterprise Virtual Datacenter

o Required Azure services and features identified to support workloads assessed for the success of this project will be configured

• Connectivity to/from Azure to on-premises datacenter(s)

2.2 Discovery and Information Gathering

Instructions: Some of the key challenges large organizations face include lack of available information, inaccuracy of available information, and discovery of previously-undocumented application dependencies (includes hardware, software, and other applications). Describe how you have overcome these challenges and the advantages your tools and methodologies provide in overcoming these challenges.

Enterprise Cloud Assessment (ECA)

Sunmary: High-level, broad review of the State of Arkansas DIS's data center technology estate with the objective to establish a foundation for a cloud migration for the Virtual Datacenter and possible Desktop environments. This process and effort is ideal for customers early in their cloud datacenter migration journey to validate their current baseline information and potentially enhance both discovery of environment and details that can be used for a true economic justification and workload priority as well as any remediation needed for workloads either aged or otherwise not meeting the minimum requirement for migration.

Actions

• Project kick-off meeting

• Deploy Enterprise Assessment Tool (StratoZone) to capture current estate (provided by Planet & Mcrosoft)

• Review Environment Summary representing current estate

• Review current Mcrosoft Volume Licensing Investment

• Review current Enterprise Development Operations strategy

• Establish Cloud Maturity and recommendations for cloud adoption

De live rabies

• State of Arkansas DIS Data Center Technology Estate Summary Documents

6


o Server Optimization /Azure Readiness elements:

• Win/SOL Server inventory & optimization information, RAM, Storage, CPU utilization

• Virtualization strategy

• Networking strategy

• Database sizing

• Dev/Test server environment

• Server Application dependencies for migration

• Identify Workload migration candidates

• Azure Cost modeling, Basic TCO model

• ~ing Hardware insights, desktop and servers

• Win/SOL EOL implications

• Password and patch management

o Online services consumption

o Desktop Device life cycle

• Volume Licensing Contract review with cloud readiness analysis

2.3 Transformation

Instructions: The State of Arkansas DIS is considering some IT initiatives that will happen inparallel with the planning of the data center migration and shared services deployment. Some of these, such as deploying laaS Shared Services to enable self-service provisioning, deploying a tiered storage offering to lower storage costs, and selecting public cloud offerings and enabling cloud connectivity, will impact the planning of the ~C data center migration. Describe how you have managed to mitigate the risks associated with planning/executing a data center migration and shared services deployment in-parallel with other projects that can impact the target environment.

Virtual Datacenter Server Mgration Planning, Discovery & Production Pilot

Summary: Planet believes the State of Arkansas is looking to accelerate their migration of workloads to Mcrosoft Azure (Azure) without the need first to refactor applications while benefitting from Infrastructure-as-Service (laaS). Mgrating workloads into the State's Azure Virtual Datacenter requires comprehensive and precise planning to avoid roadblocks, prioritize workloads, and generate an accurate migration plan. The purpose of this scope of work is to provide The State of Arkansas with a detailed migration plan based on workload priority and categorization along with recommendations for remediating identified technical roadblocks.

Tasks

7


• Define migration criterion for reference when analyzing which workloads migrate to Azure

• In-depth review of each server and. application in scope for migration

• Cross reference results from the StratoZone assessment as part of the Enterprise Cloud Assessment (ECA)

• Assist in defining the readiness of each application to migrate to Azure laaS

• Review of Data Platform to identify if existing architecture allows for migration

• Data platform discovery

o Technologies and versions used

o Environment configurations

o Availability and backup scenarios

o Assessment of opportunities and blockers for migration

• Application platform discovery

o Technologies and versions used

o Integration patterns

o Hosting environments

o Assessment of opportunities and blockers for migration

• Populate Mgration Spreadsheet by working with Client to categorize and prioritize workloads based on business needs & discovery results

• Present migration approach summary & roadmap once planning is complete

Deliverables

• Mgration Project Plan

• Workload Prioritization & Categorization Spreadsheet

• Recommendations for remediation of technical roadblocks or concerns

• Azure Mgration Approach & Roadmap Document

Assumptions

• Client will work with Planet to define an agreed upon migration criteria that will be used to build the roadmap of workloads to Azure

• Client will maintain the defined migration criteria for the project duration, and will work directly with Planet on any deviations from the original criteria

• Client will ensure all appropriate staff are available for planning & discovery meetings, including those most familiar with the servers, applications, and data platform

• Planet will provide high-level problem/recommendation summary for any technical road blocks that may impact a migration

8


Data Platform Detailed Assessment

Summary: Based on the information provided in the RFP, the State's data platform includes Mcrosoft and other vendor-based Online Transaction Processing (OL TP) and Online Analytical Processing (OLAP) database engines (e.g. Mcrosoft SOL Server Database Engine and SOL Server Analysis Services, respectively), as well as other optional services provided by vendorspecific data platform products and technologies (e.g. SOL Server Reporting Services and SOL Server Integration Services). The purpose of this phase is to provide the State of Arkansas DIS with a detailed plan for migrating and/or extending its data platform to Azure.

Tasks

• Review all current data platform elements, servers, databases etc.

• Vendor, versions, and patch levels, highlighting out of official lifecycle components (e.g. Mcrosoft SOL Server 2005, 2008, etc.)

• External dependencies

• Performance issues

• Network communication paths (via StratoZone assessment)

• Review of data platform requirements

• High Availability (HA) requirements

• Disaster Recovery (DR) requirements

• Conduct a Data Platform Workshop

• Provide overview of current data platform components and options (on-premises/laaS, PaaS, and SaaS)

Deliverables

• Recommendations for remediation of data platform for migration of Data Platform to Azure

• Data Platform Design Documentation

• Data Platform migration plan

• Remediation tasks

• Incorporate any discovered platform requirements

• Optional data platform enhancements (e.g. recommended upgrade (not required) of data platform components

• Optional PaaS or Saas data platform enhancements (e.g. Azure SOL Database, Azure SOL Data Warehouse, Power Bl, etc.)

Assumptions

Implementation and migration is not included, but Planet will provide estimates for these activities as requested by customer.

Cloud-based DevOps Enterprise Discovery and Solution Architecture

Summary: During the Enterprise Discovery and Solution Architecture phase, Planet Technologies will be meeting with the customer project team to develop an implementation plan

9


for Visual Studio Team Services (VSTS) and related DevOps tools based on Mcrosoft best practices.

Development Operational Foundations

This scope of work is based on the following activities:

1. Discovery and solution architecture planning meetings

Planet will meet with project stakeholders, project managers, developers and architects and review or execute scripts against the existing environment to inventory the environment. Planet Technologies and the State of Arkansas DIS will coordinate meeting participants and agendas ahead of time.

2. Create solution architecture and recommendations documentation

Planet will create documentation that lays out the best approach for the customer implementation of VSTS and related services. Planet will be reviewing process and potential environmental deployment targets, including on premise, Azure laaS, PaaS and containerization.

The documentation will cover the following topics based on customer interest:

• Current dev-ops practices

• Security and governance requirements related to dev-ops

• High-level deployment environment and release management plan

• High-level containerization and orchestration strategy (as needed)

• Certificate configuration

• Work item tracking practices

• High-level testing approach

• Additional Azure configuration ( as required)

• Work item reporting and analytics

• Mgration plan

Deliverable:

• Documentation - Discovery and solution architecture with best practices

Automated Testing and Test-Driven Development Enablement

Maturing application development through automation with things like continuous integration and continuous delivery using VSTS means that more and more of the steps to deploy an application to production will be hands-off. This also means there is more and more need for testing of code and applications to be automated as well. Otherwise, testing becomes a bottleneck to other automation efforts. Automating application testing and implementing testdriven development will enable clients to achieve more automation in their overall application delivery pipeline. Planet is providing 40 hours under this scope of work for the following:

• Conduct workshop on test automation and test-driven development

• Define test automation solutions for in scope applications

• Create test plans for in scope applications

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• Define unit tests that can be built into existing code

Application Telemetry Enablement

DevOps goes beyond keeping the lights on and making sure an application is up and running, DevOps seeks to continuously deliver necessary improvements and features based on user feedback and data. Enabling application telemetry through Azure Application Insights gives valuable information about what users actually do with an application. This allows development teams to proactively address usability issues and prioritize user requests. Planet is providing 24 hours under this scope of work for the following activities:

• Select applications for monitoring

• Configure Application Insights resource in Azure

• Configure applications for Applications Insights and install instrumentation package (they do not have to run in Azure)

• Create Power Bl dashboard for each application

• Define and configure automatic alerts based on application parameters

Release "'1anagement Enablement

Implementing a Visual Studio release management strategy adds value by reducing deployment related errors and simplifying the process while reducing the time required for deployment across environments. During this phase of the engagement, Planet Technologies will assist the customer with the implementation of a release management strategy. Planet is providing up to 40 hours in this scope of work to support the following activities:

• Prepare a detailed release management plan and address questions or concerns

• Configure containers for application deployment

• Create new build and release definitions

• Wire up existing test plans into the release pipeline

• Set up continuous delivery and related workflows

Azure Key Vault Enablement

Azure Key Vault adds value to the development and deployment pipeline because it simplifies certificate management and keeps keys and secrets out of code. During this phase of the engagement, Planet Technologies will assist the customer with the implementation of a Key Vault strategy. Planet is providing up to 24 hours in this scope of work to support the following activities:

• Prepare a detailed key vault strategy and address questions or concerns

• Configure Azure Key Vault and "'1anaged Service Identity

• Author and provide scripts around key and certificate management

• Connect Azure Key Vault to existing Azure laaS or PaaS instances

• Configure the VSTS deployment pipeline to account for Azure Key Vault

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State of Arkansas Development Rnance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-4 - Non-Functional Requirements Approach

2.4 Readiness Instructions: DIS expects delivery of a detailed migration plan by the middle of 04 2019. To meet that expectation, please outline the level of readiness regarding information required and expected DIS participation levels. Please identify any other expectations you have of DIS participation.

Referring to the included Draft Project Plan Sample, Planet expects to provide a detailed migration plan by end of November 2019.

To meet this expectation, DIS will need to work with Planet in executing the key milestones identified in the Planning and Discovery, Planning and Execution as well as document reviews for design documents within both Planning and Discovery, Transformation, and Execution.

2.5 Information Risk

I instructions: Fill out the table below.

Table 1: Information Risk

I# Question Response

General

1 Please pro'l.1de where you store your electronic data

2 a) Are your employees required to sign a confidentiality agreement? If so, are they required to certify annually that they are bound by the policy?

b) Does the confidentiality agreement pro"1de for bonding or insurance of your employees as it relates to fraud, theft, modification, sale, etc. of State of Arkansas DIS data?

c) Are all your employees bonded?

3 Do you pro"1de security awareness training relevant to indi"1dual's job roles?

How often are employees required to take this training?

Microsoft Office 365 and Azure

Planet Technologies stores our electronic data in a Microsoft 0365 environment that is configured for NIST 800-171.

a) Our employees sign confidentiality agreements on a project basis. Many of them hold Security clearances with the Federal government and as a result are required to sign confidentiality agreements.

b) Yes. Planet carries professional liability insurance

c) No

General security awareness briefing is provided during the on-boarding process, training offered annually. Role specific instructions are provided by the line management. Planet Technologies provides security training to our employees.

12


I # Question Response

4 Is personnel screening done prior to access, please describe?

Please describe your personnel termination procedures

All cleared employees must take an annual security training.

Yes, all employees undergo background checks. Detailed exit interviews and debriefs are conducted as part of the separation process.

5 Will any of the sel"'1ces, for which the State of No Arkansas DIS is contracting, be outsourced? Or, will any State of Arkansas, DIS data otherwise be accessible to third parties?

If so, please describe, including how any transmitted data is protected.

6 Do you have employees or subcontractors who are No outside the US that may have access to State of Arkansas DIS data and/or be pro1Ading the se!"'1ce to the State of Arkansas DIS?

7 Do you include any or all of the following in your N/A contract with these third party vendors?

a) "Right to audit" clause b) Expectations around protection of

confidential data c) Expectation for notification of se!"'1ces

pro..;ded that are being sent to countries outside of the U.S.

8 Please describe due diligence you perform in N/A selecting the vendor(s ), and ongoing monitoring of the vendor(s) to assure that they are adequately pro..;ding confidentiality, integrity, and availability of data and systems.

9 Do you or are you planning to move any of your No processes or administration out of the United States of America, or will State of Arkansas, DIS data be accessed from outside of the U.S? Please describe.

Application or System Data Security

1 Describe your policies and procedures around the protection of State of Arkansas DIS confidential data (electronic and hard copy), including:

a. Storing of data b. Handling of data c. Retention and disposal of the data

All data processing is to be handled on or by State owned or provided systems. Will follow State's rules and regulations.

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State of Arkansas Development Rnance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-4 - Non-Functional Requirements Approach

I # Question Response

d. Disposal/destruction of obsolete hardware (e.g. servers, hard driws)

2 How do you and the State of Arkansas DIS exchange data (electronic transfer, mailing of tapes, etc.), and what protocols are used in this exchange (e.g. FTPS, HTTPS)? Is data encrypted during transfer? If so, what is used to encrypt the data?

For data that is deliwred on physical media, where are packages and mail receiwd? Who is responsible for deliwring them to the appropriate indi\1dual? Is this data encrypted?

3 Are personnel able to saw data to any mobile de\1ces such as PC/laptop/handheld/PDAs/USBs, including through screen shots?

If so, please describe how the data residing on each de\1ces is protected (e.g. encryption).

4 Describe how mobile de"1ces are used by personnel , and the type of data kept on them. Describe processes/controls in place to protect data stored on mobile de\1ces, or transmitted to/from them, including the following:

• Secure transmission • Encryption • Authentication controls • Mobile de\1ce policies and procedures

No data exchange i s being planned.

Standard business communications will be handled via email and other general collaboration systems. Secure File Transfer facility will be made available for any sensitive information.

The use of Mobile devices is not being planned.

Generally, all personnel is instructed on ~ proper use of mobile devices. Mobile devices are corporately managed, this includes authentication, encryption, and remote data wipe capabilities.

14


3.0 Service Level Requirements

3.1 Service Level Requirements Instructions: The Contractor must meet the identified minimum service levels for the planning and migration phases. Complete the following tables with the recommended damages for each service level requirement.

Table 2: DeliverySLRs

Service Level On time delivery Proposed Damages

Description Parameter used to measure the Planet has a tremendous timeliness of deliverables identified jointly reputation for delivering by DIS, and Contractor. projects on time and within

Formula The number of deliverables delivered on budget as highlighted in the

time divided by total number of customer satisfaction survey

deliverables for the measurement period. outlined in the executive

Pe rforrnance On time delivery = 100% summary (T1 ). Planet would need to better understand and

Requirement clearly define the measurables Measurement Sub-phases of the planning and migration to outline a plan for remedy and Interval phase would be happy to discuss

Reporting Reported M>nthly those in good faith upon award

Period or whenever open dialog can be established.

Measurement Per the project plan developed by Tool/Source Contractor and accepted by DIS Data

Table 3: Service QualitySLRs

Service Quality Proposed Damages

Description Parameter used to gauge quality of Planet has a tremendous deliverables reputation for delivering

1--F-o-rmu--la ____ T_h_e-nu-m-be_r_of-de-l-iv-e-ra_b_le-s-th_a_t -d-0-no-t-1 projects at high quality

have critical issues (e.g., missng standards as highlighted in the dependencies; missing key assets [e.g., customer satisfaction survey servers, storage, switches]; misshJ outlined in the executive critical applications) divided by total summary (T1 ). Planet would number of deliverables per measurement need to better understand and period. clearly define the measurables

1---------- -------------- to outline a plan for remedy and Performance Quality of deliverables = 100% would be happy to discuss Requirement

15

State of Arkansas Development Finance Authority RfP #: SP-19--0025- Systems Integrator for Data Center Optimization Template T-4 - Non-Functional Requirements Approach

Measurement Sub-phases of the planning and migration those in good faith upon award Interval phase or whenever open dialog can

Reporting Reported fvbnthly be established.

Period

Measurement Per the quality, standards established by T 001/Source DIS and accepted by DIS and Contractor. Data

4.0 Assumptions

4.1 Assumptions

Instructions: Document the assumptions in the below Table. Add rows as necessary. Do not change any of the completed cells. Any changes to the completed cells could lead to the rejection of the Proposal.

Table 4 : Assumptions

I IT:M REFERENCE

(Section, Page, DESCRIPTION RATIONALE Paragraph)

Client will work with Planet to define an agreed upon migration Requires client key

2.3 criteria that will be used to build resources and executive 1. Transformation, the roadmap of workloads to agreement prior to

Pages 7-11 Azure moving forward with next milestones.

Client will maintain the defined Necessary scope control

migration criteria for the project post discovery and 2.3 duration, and will work directly planning milestones to

2. Transformation, with Planet on any deviations maintain and achieve Pages 7-11 from the original criteria each successive

milestone - critical project governance.

Client will ensure all appropriate staff are available for planning &

2.3 discovery meetings, including Schedule, budget and 3. Transformation, those most familiar with the

Pages 7-11 servers, applications, and data milestone dependencies

platform

Planet will provide high-level Specifically within the 2.3 problem/recommendation scope of work and

4 Transformation, summary for any technical road technical areas of Pages 7-11 blocks that may impact a responsibility in addition

migration to areas of technical

16


I IT:M REFERENCE

(Section, Page, DESCRIPTION Paragraph)

2.3 Data Platform Implementation and migration is Detailed not included, but Planet will

5 Assessment, provide estimates for these Transformation

Mlestone, Pages activities as requested by

8-9 customer

RATIONALE

issues adjacent to our scope may require assistance from Planet resources to maintain both schedule and key milestone achievement

Related to maintaining scope within Discovery and Planning. Implementation and Mgration will occur in later milestones.

17

Template T-5

Work Plan and Deliverables

Response Template

RFP #: SP-19-0025

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-5- Work Plan and Deliverables





Template Response Section No. Response Template Section 1.0 Project Manaqement 1.1 Project Manaqement Methodoloqy

2.0 Deliverables 2.1 Deliverables

3.0 Project Plan 3.1 Project Workplan

4.0 Assumptions 4.1 Assumptions

List of Tables


State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-5 - Work Plan and Deliverables

1.0 Project Management

1.1 Project Management Methodology Instructions: Describe the type and depth of project management expertise your organization deploys, as well as the project management methodology employed, to ensure effective development and execution of project plans.

The Project Manager is responsible for estimating, scoping and managing a successful deployment and providing risk mitigation strategies when and where necessary. Specifically, the Project Manager is responsible for supporting the deployment team and working as the interface between the technical resources and the client.

The East Department has twelve Full-Time Project Managers that have extensive Information Technology PM Experience.

Project Management Approach/Work Plan

The Planet Technologies Team understands the need for proper Project Management, which includes project planning, tracking, monitoring and control throughout the contract life. We follow the practices of the Project Management Institute (PMI) in using the Best Practices outlined in the Project Management Body of Knowledge (PMBOK). The Planet Technologies management strategy consists of a set of characteristics, which have worked successfully with our federal and commercial clients. Our Team takes a proactive approach to project management and quality control. We achieve this by:

Staffing the contract with skilled and experienced technical staff

• Developing standards to simplify and reduce coordination and communications problems inherent in IT support efforts over complex networking and help desk efforts;

Defining clear procedures and standards and communicating to team members to ensure successful project execution;

Implementing a quality management approach employing automated tools and agile methodologies to increase the uniformity and quality of our products and services; and

Most importantly, the Planet Technologies management approach allows our Project Manager to effectively, efficiently and successfully achieve expectations. Planet projects have consistently received excellent customer performance reviews, and all projects for Planet Technologies, as well as our subcontractors, are operating within scope, schedule and budget.

We have engineered our Team to provide the entire range of skills and full coverage upon contract award. Since incorporation, Planet Technologies is an organization that has been committed to providing quality Information Technology solutions to our clients.

Project Management

The Planet Technologies Project Manager will ensure that management processes are established, tailored and monitored in the execution of the customer. Processes shall include:

• Assigning personnel

• Establishing, implementing and monitoring a tailored management plan

2

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-5 - Work Plan and Deliverables

Creating an agile framework to respond quickly to changes in requirements, while maintaining SOW compliance, performance standards, quality deliverables, and internal contract administration

• Managing and controlling work conducted under the contract effectively and reporting status to the customer's Contracting Officer in a timely fashion

• Identifying and resolving issues with the project in a timely manner, and

Providing a documentation process to ensure that the Planet Technologies Team delivers accurate, coordinated, and high quality results during testing and validation .

Project Plan Execution

Once the schedule has been formally baselined, it will be reviewed for status at least weekly, along with providing status report outlining sprints, achieved milestones, upcoming milestones, reporting on contract performance.

With the customer's Project Office approval, the schedule is published, distributed and used to assess progress. The Planet Technologies Project Manager assigns responsibility, provides technical direction, acquires resources as needed, monitors' progress, and participates in the delivery of briefings and reports. A baseline exists against which to status progress and assess performance. Planet Technologies methodology-- develop plan, schedule, plan resources - results in a well defined, detailed, encompassing baseline. Departures from the anticipated progress are recognized and dealt with immediately. If problems of a technical, management, or resource-driven nature arise, the Planet Technologies Project Management approach is to understand and define the problem, generate alternatives, evaluate alternatives (trade-off analysis), make the decision and implement, evaluate, document, and report the results. Planet Technologies Project Manager will immediately forward notification of significant problems to the customers Project Office or equivalent. Any deviation from the baseline will undergo approval process with the customer.

Communication

The Planet Technologies team will optimize internal and external communications and the sharing of information. A communication plan will be leveraged to create a climate for action. We will use this plan to gain cooperation to implement ideas. It will be a means for systematically uncovering the root causes of conflict and to achieve resolution . The plan will cover program startup as well as program closeout.

Project Coordination

The Planet Technologies Team process for project coordination includes continuous process improvement, whereby individuals or teams may contribute to the overall mission by recommending changes or improvements to "how we do our business" on a day-to-day basis. To measure our improvement, we include participation by our customers to constantly raise-the-bar for our performance. Built into our process is our ability to remain flexible and nimble enough to tailor our process to meet the customer's changing needs as missions change or as goals are altered.

2.0 Deliverables

2.1 Key Deliverables Instructions: Outline key deliverables you will create and for each identified deliverable, provide the objective, the level of detail and an associated sample. Please refer to the SOW in Section 3 of the RFP.

Among the myriad of deliverables associated with all milestones, a few KEY DELIVERABLES highlight both the approach/methodology Planet follows as prescriptive guidance to drive expected outcomes. These samples span across Planning, Discovery, Design, Migration and Transformation.

3

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-5 - Work Plan and Deliverables

Sample Title Format } ; ' Description -·~ StratoZone scan

SOA Inventory Excel inventory of all datacenter assets

Financial analysis SOA_Prelim_ 1 yr_spend PDF of annual Azure

spend

Initial terms and ECR_Prep_Doc_Customer Sample PDF environment

descriptions

Overall Azure

Cloud Spend Analysis - Detail Sample Excel spend analysis post StratoZone scan

StratoZone Basic Summary Report PDF Planning

Summary sample

Macro logical General_Design_Hybrid_Macro_Sample PDF virtual datacenter

design

Azure Virtual Data ADS Planet Recommendations PDF Center initial

recommendations

Azure Data ADS-Strategic Planning-Sample PDF Services Planning

guidance

Azure Data Services

Sam ple_PowerBI_ Discovery PDF visualization discover and recommendations

Overall Azure

Azure-Governance-Model_Sample PDF povernance Model recommendations

Single Azure

ASR_Foundations_and PoC_Sample PDF Workload Planning and design document

~ ~- -~:; .. ,,, ~&1 MilestoneB , ·-·-,•· ··.· -~~:,

Discovery and Planning





Planning and Execution


Planning and Execution/Transformation

Planning and Execution/Transformation



4

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-5 -Work Plan and Deliverables

3.0 Project Plan

3.1 Project Workplan The Prospective Contractor should submit a Work Plan for the data center optimization. This Work Plan should demonstrate that the Prospective Contractor has a thorough understanding of all activities required to implement the scope of services required . The Prospective Contractor should provide a schedule with the shortest duration while providing enough time to perform the activities required as outlined in the RFP and without interruption to business operations.

The Work Plan should show all key elements including details with responsibilities, timelines, durations, milestone dates, deliverables, and Prospective Contractor personnel hours by deliverables during the Design and Migration phases, State personnel hours, and all critical dependencies for the milestones and deliverables. The Work Plan may be an attachment to the Prospective Contractor's Technical Proposal and tabbed as such in the submission as well as an electronic soft copy (Microsoft Project ® or equivalent and Adobe ® PDF) version in the Prospective Contractor's electronic submission of the Technical Proposal.

All content should be formatted for effective viewing in hard and soft copy.

Instructions: Provide a Work Plan including at least:

• High level schedule (Microsoft Project® preferred and Adobe ® PDF) including all deliverables and milestones, and timeline for phased approach, if appropriate

• A listing of what staff is assigned responsibility for each deliverable within the WBS to the level at which control will be exercised

• Major milestones and target date(s) for each

• Definition of the review processes for each milestone and deliverable and a description of how the parties will conduct communication and status review

Include or attach associated artifacts such as Gantt charts and flowcharts as appropriate.

Please include a one-page readable high-level view of the plan here.

While a complete work plan would include a detailed WBS level, each of the deliverables committed to fundamentally are a result of the Discovery and Planning initial efforts, detailed task identified within the Planning and Execution milestone driving detailed design work tasks, Transformation and Execution Milestones driving both Lift and Shift and Application Remediation tasks not mentioned until discovery is complete and can be further defined within the deliverable of the complete Project Plan. As a sample, utilizing the level of effort within each milestone, we have included the snapshot of the high level milestones and included the Project file in sample deliverables.

5

State of Arkansas Development Finance Authority RFP #: SP-19-0025- Systems Integrator for Data Center Optimization Template T-5 - Work Plan and Deliverables

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6

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-5-Work Plan and Deliverables

4.0 Assumptions

4.1 Assumptions Instructions: Document all assumptions related to this Response Template in the following Table. Add rows as necessary. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the Proposal.


REFERENCE ITEM (Section, DESCRIPTION RATIONALE

# Page, Paragraph)

1.

2.

3.

7

Template T-6

RFP Response Checklist

RFP #: SP-19-0025

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-6 - RFP Response Checklist



The following illustrates at a high-level the contents of this Response Template:


Template Section Response Response Template Section No.

1.0 Prospective 1.1 Prospective Contractor Response Checklists Contractor 1.2 Prospective Contractor Additional Forms Checklist Checklists 1.3 Prospective Contractor Attachments Checklist

List of Figures & Tables

Table 1: Prospective Contractor General Requirements Checklist

Table 2: Prospective Contractor Response Checklist

Table 3: Prospective Contractor Additional Forms Checklist

Table 4: Prospective Contractor Attachment Checklist

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-6- RFP Response Checklist

1.0 Prospective Contractor Checklists

1.1 Prospective Contractor Response Checklists Instructions: The Prospective Contractor should complete the following Tables to verify that all the RFP response requirements have been completed as instructed. The Prospective Contractor should provide specific references to proposal locations (e.g., section and page numbers) for each Template included. During the evaluation process, OSP will perform an initial review of the proposals to confirm these are included. If the items identified in this checklist are not included, the proposal may be rejected. Do not change any of the completed cells. Any changes to the completed cells could lead to rejection of proposal.

Table 1: Prospective Contractor General Requirements Checklist

COMPLETED

PROPOSAL RESPONSE ITEM AND PROVIDED AS

INSTRUCTED?

Prospective Contractor 's proposal's stamped date meets Proposal YESX NOD Opening date and time

Proposal is sealed YESX NOD Technical Proposal and Official Price Sheet are sealed in separate envelopes. Each envelope is clearly marked "Technical Proposal" or "Official Price Sheet"

YESX NOD

Proposal includes redacted copy. YESX NOD

Minimum Mandatory Qualifications - The Prospective Contractor has documented proof that it meets the minimum mandatory qualifications YESX NOD outlined in Template T-1 .

2


Table 2: Prospective Contractor Response Checklist

SECTION/ TEMPLATE

T-1

T-2

T-3

T-4

T-5

T-6

C-1

PROPOSAL RESPONSE ITEM

Cover Letter and Executive Summary

Corporate Background and Experience

Project Organization and Staffing, and Staff Experience

Requirements Plan

Work Plan and Deliverables

RFP Response Checklist

Official Price Sheet

COMPLETED AND PROVIDED

AS INSTRUCTED?

YESX NOD

YESX NOD

YESX NOD

YESX NOD

YESX NOD

YESX NOD

YESX NOD

REFERENCE TO

PROPOSAL RESPONSE

SECTION

3

State of Arkansas Development Finance Authority RFP #: SP-19-0025 - Systems Integrator for Data Center Optimization Template T-6- RFP Response Checklist

1.2 Prospective Contractor Additional Forms Checklist Instructions: Refer to RFP 1.8(A){2). Prospective Contractor should complete the following and include in the original Technical Proposal Response only:

Table 3: Prospective Contractor Additional Forms Checklist

EO 98-04 Disclosure Form. (See RFP Standard Terms and Conditions, #27. Disclosure): https://www.dfa.arkansas.gov/images/uploads/procurement0ffice/contgrantfor m.pdf

Copy of Prospective Contractor's Equal Opportunity Policy. (See RFP Equal Opportunity Policy)

Voluntary Product Accessibility Template (VPAT)- (See RFP Technology Access): https://www.state.gov/documents/organization/126555. pdf

Note: Prospective Contractors are only required to respond to VPAT sections 1194.21 & 1194.22.

1.3 Prospective Contractor Attachments Checklist

YES X

YES X

YES X

NO

D

NO

D

NO

D

Instructions: The Prospective Contractor should identify all attachments that are part of the Technical or Cost Proposals. The Prospective Contractor should provide specific references to proposal locations (e.g., section and page numbers) for each attachment included. All attachments should be included in both soft and hard proposal copies. Add rows as necessary. Do not change any of the completed cells. Any changes to the completed cells could lead to rejection of proposal.

Table 4: Prospective Contractor Attachment Checklist

ATTACHMENT ID

ATTACHMENT NAME

Resumes

Financial Statements

Required Forms

l)O(U(Y'f tvt-:> f()( ,- s

REFERENCE TO

ATTACHMENT PROPOSAL PROVIDED? RESPONSE

SECTION

YES[}:( NOD

YES@' NOD

YES~ NOD

YES~ NOD

4


ATTACHMENT ID ATTACHMENT NAME

REFERENCE TO

ATTACHMENT PROPOSAL PROVIDED? RESPONSE

SECTION

YESD NOD

YESD NOD

YESD NOD

YESD NOD

YESD NOD

YESD NOD

5