Indiana Department of Administration

1. Indiana Department of AdministrationOn Behalf Of:Indiana’s Auditor of State (AOS), State Personnel Department (SPD) and the Indiana Office of Technology (IOT)Request for Information 19-105Modernize the Human Resources and Payroll Business Processes and TechnologiesPre-Response ConferenceApril 23rd, 201910:00 AMSean Cooper Indiana Department of Administration

2. Agenda Indiana Department of Administration • General Information • Key Dates • State Introductions • Modernization Scope • Purpose of RFI • Mandatory Requirements • RFI Response Content • RFI Response Preparation • Bidder’s Library • Response Preparation • Additional Information • Question and Answer Session

3. General Information Indiana Department of Administration • Sign-In Sheet for Attendees • Sign-In Sheet and PowerPoint will be posted on IDOA’s Solicitation Website • Hold questions until the end of the presentation • Any verbal response is not considered binding; respondents are encouraged to submit any question formally in writing if it affects the proposal that will be submitted to the state.

4. RFI Key Dates Indiana Department of Administration

5. Team Introductions • Glen Baker Program Leader Indiana Department of Administration

6. Modernization Scope • Transform the current HCM 9.1 version to 9.2 • Implement PeopleSoft HCM 9.2 payroll capabilities • Transform HR and Payroll processes throughout State government • Implement tools and processes to facilitate updates and improvements • Potentially implement additional value-added HCM based capabilities • Complete Efficient Time Sensitive Indiana Department of Administration

7. Purpose of the RFI • To Inform Implementers: • Introduce HCM-Payroll Modernization including possible mandatory requirements • Provide information to enable initial development of proposals prior to the RFP • Communicate the anticipated RFP content and timeline • To Inform State of Indiana: • Gather information for the potential strategies, approaches, timelines, costs and considerations for the HCM-Payroll modernization roadmap • Understand issues and concerns with RFI/RFP content • Understand RFP content enhancement opportunities that can help respondents submit high-quality, executable proposals Indiana Department of Administration

8. Mandatory Requirements • The State intends to select and contract with a single qualified primary Vendor. The following are the possible primary Vendor qualifications. • Experience and ability to lead the process and technology transformation and modernization as explained in this RFI. • Experience leading multiple PeopleSoft 9.2 HCM upgrades and/or re-implementations to completion for state governments who faced similar challenges as those explained in this RFI. • Experience leading multiple state government PeopleSoft 9.2 Payroll implementations to successful completion. It is preferred for those implementations to be migrations from legacy systems with similar challenges as those explained in this RFI. Indiana Department of Administration

9. RFI Response Content • Responses to include issues, concerns and RFP recommendations: • Company Information • Current Business Process Definitions • Current Technology Solutions and Infrastructure Definitions • Current Technical, Functional and Project Related Requirements • Implementation Alternatives • Approach Definition • Timeline and Resourcing • Cost Estimates • Risk Profile • Preliminary Contract Terms and Conditions • RFP Process and Timeline Indiana Department of Administration

10. RFI Response Preparation Indiana Department of Administration All narrative responses must be provided to the State in a PDF format and should be single-spaced pages written with a font size no smaller than eleven (11) point. Responses should be submitted as 2 PDF documents, one for the content requested in section 7.2 of the RFI and the other for all supplemental materials.

11. RFI Response Preparation (Cont.) Indiana Department of Administration • Use Appendix L (Intent to Respond) and Appendix M (Vendor Qualification Response) templates in response • Do not alter templates • Submit all questions via email using the Question Submission Template (Appendix C) to SeCooper@idoa.IN.govby April 24, 2019

12. Access to Bidder’s Library Indiana Department of Administration The State has assembled several supporting documents in a secured Bidder’s Library Access to the Bidder’s Library will be limited to vendors that submit a signed Confidentiality Agreement (Appendix D) via email to SeCooper@idoa.IN.gov inclusive of the following phrase in the email subject line: “Intent to Respond to RFI 19-105, HCM-Payroll Modernization Implementation Services”

13. RFP Key Dates Indiana Department of Administration

14. Additional Information Indiana Department of Administration IDOA PROCUREMENT LINKS AND NUMBERS http://www.in.gov/idoa/2354.htm A. For Vendor Registration Questions: http://www.in.gov/idoa/2464.htm B. Secretary of State of Indiana: Can be reached at (317) 232-6576 for registration assistance. www.in.gov/sos C. See Vendor and Supplier Resource Center: http://www.in.gov/idoa/3106.htm • Minority and Women Owned Business Enterprises: Link to more information and full listing of IDOA Minority and Women Owned Businesses http://www.in.gov/idoa/2352.htm • Indiana Veteran Owned Small Business Program: Link to more information and full listing of Indiana Veteran Owned Small Businesses: http://www.in.gov/idoa/2862.htm. To search certified IVOSBs: https://www.vip.vetbiz.va.gov F. RFP posting and updates: Go to http://www.in.gov/idoa/2354.htm (select “Current Opportunities” link) Scroll through table until you find desired RFP number on left-hand side and click the link.

15. IDOA Division of Supplier Diversity Certifications Indiana Department of Administration Minority and Women’s Business Enterprises Contact Information • Phone: 317-232-3061 • E-mail:mwbecompliance@idoa.in.gov • Web: www.in.gov/idoa/mwbe Indiana Veteran Owned Small Business Contact Information • Phone: 317-232-3061 • E-mail:Indianaveteranspreference@idoa.in.gov • Web: www.in.gov/idoa/2862.htm

16. Questions • Any verbal response is not considered binding; respondents are encouraged to submit any question formally in writing if it affects the information that will be submitted to the state Indiana Department of Administration

17. Thank You Sean Cooper SeCooper@idoa.IN.gov Indiana Department of Administration