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The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 09/10/2010

The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 09/10/2010. Agenda. What is the IT ITQ Guiding Principles for New ITQ Notes on Contract Structure ITQ Tiers Evaluation Criteria Terms & Conditions Service Category Structure IT ITQ Qualification Requirements.

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The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 09/10/2010

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  1. The New IT ITQDennis FellinCommodity Manager, IT and Telecommunications09/10/2010

  2. Agenda • What is the IT ITQ • Guiding Principles for New ITQ • Notes on Contract Structure • ITQ Tiers • Evaluation Criteria • Terms & Conditions • Service Category Structure • IT ITQ Qualification Requirements

  3. What is the IT ITQ • Contracting vehicle for IT Services • Deliverables based • Allows degree of flexibility • Multiple service categories • 15 main categories • 32 subcategories • Terms and Conditions already agreed upon • Qualified Suppliers • References • Financials • Organization/Management Summary

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

  5. Notes on Contract Structure • T&M can be part of the deliverables contract when the following conditions apply: No more than 40% of PO amount for T&M • Updating and maintaining current software, in support of the contract • Work will be needed for varying projects in support of the contract that have no definitive timetable or deliverable that can be realistically projected. • The use of alternative maintenance or development in support of the contract • Allow use of p-card under $5000. • Allow use of Auto POs • Agencies to rate supplier performance on each project. • Continue to allow “piggybacking” under the new ITQ based on the continuing inquiries received from local public procurement units • Add new service categories guided by changing technologies, enterprise requirements and agency business needs • Retain Open enrollment & add new categories as technology and business needs change

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

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

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

  9. IT ITQ Evaluation Process Best Value Evaluation Criteria • Technical Proposal • Supplier Prior Experience • Personnel & Experience • Work Plan • Strategic Alignment • Approach to Deliverables • Meet requirements • Goals and tasks • Performance metrics • Domestic Workforce Utilization • DB Participation • Cost

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

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

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

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

  14. Success So Far Currently: 223 Suppliers Registered Over 200 suppliers working on their proposals for registration Over $27,000,000 committed for in spend since July, 2009

  15. Department of General Services

  16. Procurement

  17. eMarketplace Web Page

  18. ITQ Web Page

  19. Updates

  20. Home of Supplier Profile

  21. Important Web Sites • ITQ Document Library http://www.portal.state.pa.us/portal/server.pt/community/invitation_to_qualify/4641/document_library/566839 • ITQ Supplier Where to Start: http://www.portal.state.pa.us/portal/server.pt/community/invitation_to_qualify/4641/where_to_start/495422 • ITQ Supplier Search: http://www.portal.state.pa.us/portal/server.pt/community/invitation_to_qualify/4641/supplier_search/517139 • Sign-up for E-Alerts: http://www.dgsweb.state.pa.us/EAlerts/Default.aspx • Procurement Handbook: http://www.portal.state.pa.us/portal/server.pt?open=512&objID=1277&&SortOrder=100&level=3&parentid=1271&css=L3&mode=2&in_hi_userid=160867&cached=true • eMarketplace: http://www.emarketplace.state.pa.us/

  22. IT ITQ Document Library

  23. Enterprise ITQ Website • Link on PA eMarketplace at www.emarketplace.state.pa.us. ( view all contracts) To get to the new Enterprise ITQ website: • Suppliers: www.pasupplierportal.state.pa.us • Follow links to ITQ Web Site (on left side of page) • For New COPA Suppliers: Registered at www.pasupplierportal.state.pa.usand obtain SAP Supplier number. • Then access the ITQ application, through the bidder tab in the supplier portal Point of contact for questions: Don Bauer, ITQ Manager (717)787-4719 dbauer@state.pa.us

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