EDR Project
Independent Verification and Validation Consultant Services
Bidder’s Conference
01.12.11
Procurement Official
The Department Procurement Official is your ONLY point of
contact during this procurement process.
Bill Christian
Franchise Tax Board
Procurement and Asset Management (MS-A374)
P.O. Box 2128
Rancho Cordova, CA 95741-2128
Phone (916) 845-6219
Fax (916) 845-3599
[email protected]
Please Note: Oral communications directly with
department officers and State employees
concerning this IFB are highly discouraged and
shall not be binding on the State.
Bidder’s Conference Purpose and Objectives
•
Objective– to provide information related to the
procurement
•
Opportunity – to ask questions
•
Network – with potential business partners
IFB on eProcurement
•
The EDR IFB for the IVVC was released on DGS
eProcurement on 12-17-10
•
eProcurement is the public, central repository for all
State of California solicitations
•
All IFB Addendum and Question & Answers and any
other procurement documents will be posted on
eProcurement
IFB on eProcurement
•
Bidders’ Conference sign-in sheet and PowerPoint
presentation will be posted on eProcurement
•
All questions and answers from the Bidders’
Conference will be posted on eProcurement
Submission of Questions at the Conference
•
•
•
If you have questions, please write your question(s)
and your name on the cards provided at the sign in
desk
Write only one question per card, and please make
sure it is legible
Some questions will be answered at the end of this
presentation. All questions will be answered in a
Question and Answer set and will be posted on
eProcurement at:
http://www.eprocure.dgs.ca.gov/default.htm
EDR Project Objectives
•
California’s tax gap, difference between taxes owed
and paid, is estimated to be about $6.5 billion annually.
•
FTB’s ability to narrow the tax gap is constrained by six
Strategic Business Problems.
•
The Enterprise Data to Revenue (EDR) Project will solve
these six problems and generate hundreds of millions
of additional revenue to materially narrow the tax gap.
EDR Project - Business Problems
1. FTB data is in silos and unavailable to the enterprise.
2. Return processing is inefficient and requires too much
manual intervention.
3. System redundancy is out of control and reuse is
nonexistent.
4. Data analysis tools are limited and unavailable to the
enterprise.
5. Taxpayer self-services are limited.
6. Business Entities Tax System (BETS) is at risk of
maintainability.
EDR Project – Business Problem Solutions
1. Implement Enterprise Data Warehouse to make data
available to the enterprise.
2. Reengineer return processing to make more efficient
and increase data capture for enterprise, validation
and Fraud detection.
3. Implement Seven New Enterprise Architecture
technologies with an overall Service Oriented
Architecture approach.
EDR Project – Business Problem Solutions
4. Expand and integrate new modeling processes and
data analysis on all data
5. Implement a Taxpayer Folder to provide a common
access for internal and external users to enterprise
data and self-services
6. Decouple Business Entities Tax System (BETS) to
remove proprietary software
EDR Project Overview and Schedule
The EDR Project is a 66 month large scale IT Project with
almost 350 state and vendor staff at it’s peak. Upon
implementation, the project is forecasted to produce almost
$1 billion dollars in revenue annually.
EDR Project Prime Solution Provider (PSP) procurement is
underway with a targeted contract start of July 1, 2011.
Contract award and Contract work is based on PSP schedule
for the EDR Project. If the PSP schedule is delayed, this
Contract will be delayed accordingly
Section III-Current System or Problem
Due to the complexity and size of the EDR Project, the
IVVC services are essential to the EDR Project. The
IVVCs will work directly with the EDR Project Team,
under the direction of the EDR Project Director. The role
of the IVVC is to provide oversight of the Project’s
Technical Management approach activities and
deliverables as defined in the Statement of Work.
Section III-Current System or Problem
All services will be performed in accordance with applicable
industry standards, such as Project Management Institute
(PMI) and Institute of Electrical and Electronics Engineers
(IEEE) standards required for each deliverable. IV & V
services are required to be performed until final State
acceptance of the EDR Solution.
Section IV-Proposed Services
The Independent Verification and Validation Consultants
(IVVC) must work with the EDR Project’s Technical Integration
Manager (TIM) under the direction of the EDR Project Director.
FTB requires the following minimum consultant staffing levels:
•
•
•
Months 1 - 36:
Months 37 - 54:
Months 55 - 66:
Five Full Time Staff
Four Full Time Staff
Two Full Time Staff
Section IV-Proposed Services
Section IV-Proposed Services
All required IV & V consultant tasks and project
deliverables must be completed to the State’s
satisfaction and approval.
Section VI-Bidder Requirements
Bidder’s Experience and Past Performance Criteria
Criteria
A
B
Required Experience
Performed at least sixty (60) months of full time Independent Verification &
Validation services for a Complex IT Project(s) (as defined in the Glossary) that
must meet requirements subject to IT industry standards including:

IEEE 1012-2004 Software Verification and Validation

IEEE 12207 Standard for Information Technology – Software Life Cycle
Processes.

IEEE 730-2002 Standard for Software Quality Assurance Plans.

IEEE 830 Requirements Specifications.
Performed at least twenty-four (24) months of full time Independent Verification &
Validation services within the last seven (7) years on a Large and Complex IT
Project(s) (as defined in the Glossary).
Section VI-Bidder Requirements
• (1) Project Manager
• (3) IT Technical Analysts
• (1) IT Business Analyst
Section VI-Bidder Requirements
•
EXHIBIT VI-A : CUSTOMER ENGAGEMENT REFERENCE
FORM
•
EXHIBIT VI-B, C, D: KEY PERSONNEL SELFCERTIFICATION & CUSTOMER CERTIFICATION
Section XI-Contract and SOW
IVVC Tasks:
1. Manages all IV&V activities consistent with the terms of
the contract
2. Reviews and recommends acceptance on selected PSP
Technical Management Requirement Deliverables
(MRDs)
3. Reviews and recommends acceptance on all
Management Review Events (MREs)
Section XI-Contract and SOW
IVVC Tasks:
4. Performs assessments of the overall health of the PSP’s
system development effort;
5. Performs quality assurance on selected State accepted
PSP Technical Management processes;
6. Performs quality control testing on the PSP’s
Compensation Deliverables planned for production; and
7. Performs other IV&V tasks as directed by the EDR Project
Director.
Section I-Introduction and Overview
KEY ACTION DATES
Action
Number
4.
Action
Date
Time
(Pacific
Time)
Last day to submit a Letter of
Intention to Submit a Bid
(Exhibit I-A) and signed
Confidentiality Statement
(Exhibit I-B)
01/14/2011
2:00 pm
Section I-Introduction and Overview
Action
Number
Action
Date
Time
(Pacific
Time)
5.
Last day to submit questions prior to Final
Bid
01/21/2011 2:00 pm
6.
Last day to request a change to IFB
requirements.*
01/26/2011 2:00 pm
7.
Last Day to file requirements protest
01/28/2011 2:00 pm
*Or 5 days following the last addendum that
changes the requirements
Section I-Introduction and Overview
Action
Number
Action
Date
Time
(Pacific Time)
8.
Submission of Draft Bids – Review of
Administrative Details
01/31/2011
2:00 pm
10.
Submission of Final Bids
03/21/2011
2:00 pm
11.
Public Cost Opening held at:
Franchise Tax Board
9646 Butterfield Way
Sacramento, CA 95827
California Town Center
04/06/2011
10:00 am
15.
Contract starts
07/01/2011
Section II-Rules Governing Competition
Section II - II.B.4: Information on Questions Regarding the IFB
•
Submit questions by email to the Department
Procurement Official listed in Section I (questions not
submitted today)
•
Questions received either posted to eProcurement or by
email will be answered and posted on eProcurement
•
Last day to submit questions prior to Final Bids
01/21/2011 2:00 p.m.**
**Or 5 days following the last addendum
that changes the requirements
Section V-Administrative Requirements
WORKERS COMPENSATION
A Workers’ Compensation Certification must be completed
and submitted with an original signature with the bidders’
Final Bid. See Exhibit V-A.
Section V-Administrative Requirements
VERIFICATION OF CALIFORNIA TAX STATUS
Prior to Contract award, the State will verify the bidders’
tax status. The successful bidder will be required to be
active and in good standing with FTB with all payments
and tax filings in compliance.
Section V-Administrative Requirements
DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)
PARTICIPATION PROGRAM
For this procurement, the State has established a
mandatory DVBE participation requirement of three percent
(3%) of the total Contract cost. Due to a recent change in
law, a good faith effort is no longer an option for meeting
the DVBE program requirements.
Section V-Administrative Requirements
BIDDER DECLARATION FORMS
All bidders must complete the Bidder Declaration GSPD-05105 (08/09). The completed declaration must identify all
subcontractors proposed for participation in the Contract.
The bidder awarded the Contract is contractually obligated
to use the subcontractors for the corresponding work
identified.
Section V-Administrative Requirements
BIDDER DECLARATION FORMS
Bidders who have been certified by California as a DVBE or
who have obtained the participation of subcontractors
certified by California as a DVBE must also submit a
completed form(s) STD 843 (Disabled Veteran Business
Enterprise Declaration).
Section V-Administrative Requirements
EXHIBIT V-B
COMMERCIALLY USEFUL FUNCTION DOCUMENTATION
All certified small business, micro business, or DVBE
contractors, subcontractors or suppliers must meet the
commercially useful function requirements under
Government Code Section 14837(d)(4) (for SB) and Military
and Veterans Code Section 999(b)(5)(B) (for DVBE).
Section VII-Costs
PERSONAL SERVICES – COST – HOURLY RATE
Enter the “RATE PER HOUR” for each classification. Multiply the
“Rate Per Hour” times the “Estimated Hours” and enter the product
in the “Rate X Estimated Hours” column. The sum of the “Rate X
Estimated Hours” column should be put in the “Grand Total” row.
Line
1.
2.
3.
Key Staff
Rate Per
Hour
Estimated
Hours
Rate x Estimated Hours
Project Manager
$________
10,000
$___________
$________
30,000
$___________
$________
10,000
$___________
$
Project Analyst
Project Analyst
GRAND TOTAL
Section VIII-Bid Response Format
Requirement
Section 1 – Cover Letter and Bid Signature
This section includes the bidder cover letter as required in IFB Section VI.
Section 2 – Table of Contents
The table of contents must:

Identify all major parts of the bid by volume and page number.

Identify all tables, figures, charts, and graphs.
Volume I – Response to
Requirements
This volume must contain all of
the section contents listed in
Table VIII-1, complete in every
detail, except for cost. The
inclusion of any cost data in
Volume I may result in the
rejection of the bidders’ bid.
Section 3 – Administrative Requirements Response
The administrative requirements response must include all the completed forms, exhibits and information requested for
each mandatory requirement identified in IFB Section V, including:

Workers’ Compensation Certification, Exhibit V-A

Payee Data Record, STD 204

Certificate of Status from California Secretary of State

State of California preference and incentive forms
o
TACPA – STD 830 (if applicable)
o
EZA – STD 831 (if applicable)
o
LAMBRA – STD 832 (if applicable)
o
Bidder’s Summary of Contract Activities and Labor Hours – DGS/PD 526 (if applicable)
o
Manufacturer’s Summary – DGS/PD 525 (if applicable)

DVBE Declarations – STD 843

Bidder Declaration Form GSPD-05-105 (08/09)

Small business approval letter (if applicable)

Commercially Useful Function Documentation, Exhibit V-D
Section 4 – Bidder Requirements Response
The bidder requirements response must include the following completed documents:

Exhibit VI-A – Customer Engagement Form

Exhibit VI-B – Key Personnel Self-Certification – Project Manager (1)

Exhibit VI-C – Key Personnel Self-Certification –IT Technical Analyst (3)

Exhibit VI-D – Key Personnel Self-Certification – IT Business Systems Analyst (1)
Section 5 – Standard Agreement, STD 213 IT
Include one form with original signature of an individual authorized to bind the firm on the Standard Agreement,
STD 213 IT found in IFB Section XI.

Do not include the term dates and dollar amounts on the Standard Agreement, STD 213 IT.

Fill in the bidder’s name and contact information on the Standard Agreement, STD 213 IT.

Section VIII-Bid Response Format
VOLUME II – COST DATA
Volume II must be in a separately sealed and marked
envelope containing completed the cost worksheet
from Section VII of this IFB, Exhibit VII-A Personal
Services – Cost – Hourly Rate.
Section IX-Evaluation
Evaluation Categories
Administrative Requirements
Maximum
Score
Pass/Fail
Non-Financial Requirements
Bidder’s Experience and Past Performance
Pass/Fail
Proposed Key Personnel Experience and Past Performance
Pass/Fail
Proposed Key Personnel Experience and Past Performance
Requirements (Per Key Personnel Qualifications Certification)
Total Non-Financial Requirements Score:
200
200
Cost
Total Evaluated Cost Amount
Total Evaluated Cost Score:
TOTAL SCORE:
200
200
400
Questions?
Thank You