The New IT ITQ Dennis Fellin
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The New IT ITQ Dennis Fellin






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The New IT ITQ Dennis Fellin The New IT ITQ Dennis Fellin Presentation Transcript

  • The New IT ITQ Dennis Fellin Commodity Manager, IT and Telecommunications 04/14/2009
  • Agenda
    • Guiding Principles for New ITQ
    • Notes on Contract Structure
    • ITQ Tiers
    • Evaluation Criteria
    • Terms & Conditions
    • Service Category Structure
    • IT ITQ Qualification Requirements
    • Essential Milestones
      • Web Development
    • Enterprise ITQ Website
  • Guiding Principles for New ITQ
    • Optimized performance
    • Utilize Best value as evaluation method
    • 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 MBE-WBE goals
    View slide
  • Notes on Contract Structure
    • T&M can be part of the deliverables contract when the following conditions apply :
        • 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
    View slide
  • 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
  • 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
  • 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
  • Master IT Services ITQ Process All IT procurements must comply with ITB EPM 003 Overview of Changes Under $50,000 $50,001-$250,000 $250,001 and above Requires only 1 quote Select any qualified supplier from ITQ Service Category Includes IT Training Template Solicit all suppliers qualified in a service category Solicit all suppliers qualified in a service category Expedited RFQ process and template RFQ Process and follow RFP evaluation process in Procurement Handbook Simplified evaluation process More formal process, mirrors RFP process Template Template
  • IT ITQ Evaluation Process
    • Best Value Evaluation Criteria
    • Supplier Prior Experience
    • Personnel & Experience
    • Project Plan
    • Approach to Deliverables
    • Domestic Workforce Utilization
    • DB Participation
    • Cost
    • Other
  • New Terms and Conditions
    • Terms and Conditions developed as cooperative effort with IT Suppliers
    • T&Cs are business friendly
      • Allows for wider participation
      • T&Cs are nonnegotiable
      • Will expedite negotiations and approval process
      • Faster to PO award
  • 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
  • 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
  • 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
  • Current v. New Suppliers
    • Publish Master IT Services ITQ March 2009
    • For current Qualified Suppliers
      • “ Grandfather letters” went out March 6, 2009
        • Must sign and return with contract to be “Grandfathered”
      • “ Grandfathered” until Dec 31, 2009
      • Must return IT ITQ Qualification Questionnaire by September 30, 2009
      • “ Grandfathered” only for current Service categories
      • Must re-qualify for new service categories
      • If a not qualified by December 31, 2009, contract will be suspended
      • April 13, 2009: Reminder sent to “grandfathered” ITQ suppliers to return acceptance sheets For new Suppliers
      • Must sign and return contract (may be electronic)
      • Must complete and return, with all attachments, IT ITQ Qualification Questionnaire
      • Must qualify for service categories
        • Must submit three (3) quality references for EACH service category
  • Essential Milestones
    • March 2009
      • Grandfather letters out to current qualified IT ITQ suppliers
      • Paper version of IT ITQ Questionnaire available on web site
        • Location to be Determined
    • April 1 2009
      • Agencies can solicit and award work under the new IT ITQ
        • Will only solicit those suppliers who have returned signed contracts
    • May 1 2009
      • Open enrollment for new suppliers begins
    • June 30 2009
      • All work must be completed under old IT Contract ITQ
        • Waiver process in place. Requires CoP and DGS approval
    • July 1 2009
      • Work begins under new contract
  • Timeline – Web Development
    • Phase 1: Completed April 10, 2009
      • Entire proposal, including client references, will be developed onlin e
      • No more hardcopy proposal
      • Suppliers upload Questionnaire and necessary documents
    • Phase 2: Complete May 1, 2009
      • Agency view of qualified suppliers and their Company Profile
      • Supplier proposals are evaluated and results posted
      • Company profile will include existing functionality in current ITQ website
      • Financial Data
    • Phase 3: Complete July 2009
      • Project Performance Evaluations by agencies
      • Rate Card
  • Enterprise ITQ Website
    • Link on PA e Marketplace at
    • Directs suppliers to Enterprise ITQ application: .
    • To get to the new Enterprise ITQ website:
      • Suppliers:
        • follow links
      • COPA Employees:
        • Go to Invitation To Qualify Community
    • For New COPA Suppliers: Registered at and 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)
    • [email_address]