Network and Server Support Services

Transcription

1 Consulting and Technical Services Plus (CATS+) Task Order Request for Proposals (TORFP) Network and Server Support Services CATS+ TORFP # R00B Maryland State Department of Education (MSDE) Office of Information Technology (OIT) ISSUE DATE: FRIDAY, MARCH 14,

2 TABLE OF CONTENTS SECTION 1 - ADMINISTRATIVE INFORMATION RESPONSIBILITY FOR TORFP AND TO AGREEMENT TO AGREEMENT TO PROPOSAL SUBMISSIONS ORAL PRESENTATIONS/INTERVIEWS MINORITY BUSINESS ENTERPRISE (MBE) QUESTIONS CONFLICT OF INTEREST NON-DISCLOSURE AGREEMENT LIMITATION OF LIABILITY CEILING CONTRACT MANAGEMENT OVERSIGHT ACTIVITIES IRANIAN NON-INVESTMENT LIVING WAGE CHANGE ORDERS TRAVEL REIMBURSEMENT TO PRE-PROPOSAL CONFERENCE... 7 SECTION 2 SCOPE OF WORK PURPOSE REQUESTING AGENCY INFORMATION MANAGEMENT ROLES AND RESPONSIBILITIES SYSTEM BACKGROUND AND DESCRIPTION PROFESSIONAL DEVELOPMENT REQUIREMENTS TO CONTRACTOR PERSONNEL DUTIES AND RESPONSIBILITIES WORK HOURS SERVICE LEVEL AGREEMENT PERFORMANCE EVALUATION PERFORMANCE PROBLEM MITIGATION DELIVERABLES DELIVERABLES SUBMISSION PROCESS DELIVERABLES DESCRIPTION / ACCEPTANCE CRITERIA REQUIRED POLICIES, GUIDELINES AND METHODOLOGIES TO CONTRACTOR COMPANY MINIMUM QUALIFICATIONS TO CONTRACTOR PERSONNEL REQUIRED QUALIFICATIONS INVOICE SUBMISSION INVOICE FORMAT MBE PARTICIPATION REPORTS WORK ORDER PROCESS SECTION 3 - TO PROPOSAL FORMAT AND SUBMISSION REQUIREMENTS REQUIRED RESPONSE FORMAT SECTION 4 - PROCEDURE FOR AWARDING A TO AGREEMENT EVALUATION CRITERIA TECHNICAL CRITERIA SELECTION PROCEDURES

3 4.4 COMMENCEMENT OF WORK UNDER A TO AGREEMENT ATTACHMENT 1 - PRICE PROPOSAL ATTACHMENT 3 - TASK ORDER AGREEMENT ATTACHMENT 4 CONFLICT OF INTEREST AFFIDAVIT AND DISCLOSURE ATTACHMENT 5 - LABOR CLASSIFICATION PERSONNEL RESUME SUMMARY ATTACHMENT 6 DIRECTIONS TO THE PRE-TO PROPOSAL CONFERENCE ATTACHMENT 7 NON-DISCLOSURE AGREEMENT (OFFEROR) ATTACHMENT 8 - NON-DISCLOSURE AGREEMENT (TO CONTRACTOR) EXHIBIT A TO NON-DISCLOSURE AGREEMENT (TO CONTRACTOR) ATTACHMENT 9 TO CONTRACTOR SELF-REPORTING CHECKLIST ATTACHMENT 10 LIVING WAGE AFFIDAVIT OF AGREEMEMT ATTACHMENT 11 AGENCY RECEIPT OF DELIVERABLE FORM ATTACHMENT 12 AGENCY ACCEPTANCE OF DELIVERABLE FORM ATTACHMENT 13 SAMPLE WORK ORDER ATTACHMENT 14 CERTIFICATION REGARDING INVESTMENTS IN IRAN ATTACHMENT 15- PERFORMANCE EVALUATION FORM (PEF)

4 KEY INFORMATION SUMMARY SHEET This CATS+ TORFP is issued to obtain the services necessary to satisfy the requirements defined in Section 2 - Scope of Work. All CATS+ Master Contractors approved to perform work in the functional area under which this TORFP is released are invited to submit a Task Order (TO) Proposal to this TORFP. Master Contractors choosing not to submit a proposal shall submit a Master Contractor Feedback form. The form is accessible via your CATS+ Master Contractor login screen and clicking on TORFP Feedback Response Form from the menu. In addition to the requirements of this TORFP, the Master Contractors are subject to all terms and conditions contained in the CATS+ RFP issued by the Maryland Department of Information Technology (DoIT) and subsequent Master Contract Project Number 060B , including any amendments. TORFP Title: TO Project Number: Network and Server Support Services R00B Functional Area: Functional Areas 5 TORFP Issue Date: 03/14/2014 Questions Due Date and Time Closing Date and Time: TORFP Issuing Agency: Questions and Proposals are to be sent to: TO Procurement Officer TO Manager: TO Type: Period of Performance: MBE Goal: Small Business Reserve (SBR): Primary Place of Performance: State Furnish Work Site and/or Access to Equipment, Facilities or Personnel: TO Pre-Proposal Conference: 03/25/2014 no later than 2:00 PM ET 04/17/2014 no later than 2:00 PM Maryland State Department of Education Office of Information Technology Dorothy Richburg, Procurement Officer drichburg@msde.state.md.us Dorothy Richburg Office Phone: Office Fax: Peter Cevenini/Greg Talley Office Phone: Office Fax: Time and Materials and Fixed Price based on Work Orders 2 years with 3 one- year renewal options 25 % with sub-goals for Women-owned of 8 %, African American-owned of 7 % and Hispanic American-owned of 2 %; Balance of 8% to be allocated to any other MBE or added to above No Maryland State Department of Education 200 West Baltimore Street Baltimore, MD MSDE Data Center 200 West Baltimore Street Baltimore, MD Maryland State Department of Education 200 West Baltimore Street, 8 th Floor, CR 6/7 Baltimore, MD Friday, March 28, 10:00 AM ET See Attachment 6 for Directions 4

5 SECTION 1 - ADMINISTRATIVE INFORMATION 1.1 RESPONSIBILITY FOR TORFP AND TO AGREEMENT The TO Procurement Officer has the primary responsibility for the management of the TORFP process, for the resolution of TO Agreement scope issues, and for authorizing any changes to the TO Agreement. The TO Manager has the primary responsibility for the management of the work performed under the TO Agreement; administration functions, including issuing written directions; ensuring compliance with the terms and conditions of the CATS+ Master Contract; and, in conjunction with the selected Master Contractor, achieving on budget/on time/on target (e.g., within scope) completion of the Scope of Work. 1.2 TO AGREEMENT Based upon an evaluation of TO Proposal responses, a Master Contractor will be selected to conduct the work defined in Section 2 - Scope of Work. A specific TO Agreement, Attachment 3, will then be entered into between the State and the selected Master Contractor, which will bind the selected Master Contractor (TO Contractor) to the contents of its TO Proposal, including the price proposal. 1.3 TO PROPOSAL SUBMISSIONS The TO Procurement Officer will not accept submissions after the date and exact time stated in the Key Information Summary Sheet above. The date and time of submission is determined by the date and time of arrival in the TO Procurement Officer s box. The TO Proposal is to be submitted via , not to exceed 8 MB, as two (2) attachments in MS Word format. The subject line in the submission shall state the TORFP #R00B The first file shall be the TO Proposal technical response to this TORFP and titled, CATS+ TORFP # R00B Technical. The second file shall be the financial response to this CATS+ TORFP and titled, CATS+ TORFP # R00B Financial. The following proposal documents shall be submitted with required signatures as.pdf files with signatures clearly visible: Attachment 1 Price Proposal Attachment 2 - MBE Forms D-1 and D-2 Attachment 4 - Conflict of Interest Affidavit and Disclosure Attachment 10 Living Wage Affidavit of Agreement Attachment 14 Iranian Certification 1.4 ORAL PRESENTATIONS/INTERVIEWS All Master Contractors and proposed staff will be required to make an oral presentation to State representatives. Significant representations made by a Master Contractor during the oral presentation shall be submitted in writing. All such representations will become part of the Master Contractor s proposal and are binding, if the Contract is awarded. The Procurement Officer will notify Master Contractor of the time and place of interviews. 1.5 MINORITY BUSINESS ENTERPRISE (MBE) A Master Contractor that responds to this TORFP shall complete, sign, and submit all required MBE documentation (Attachment 2 - Forms D-1 and D-2) at the time of TO Proposal submittal. Failure of the Master Contractor to complete, sign, and submit all required MBE documentation at the time of TO Proposal submittal will result in the State s rejection of the Master Contractor s TO Proposal. 5

6 1.6 QUESTIONS All questions shall be submitted via to the To Procurement Officer no later than the date and time indicated in the Key Information Summary Sheet. Answers applicable to all Master Contractors will be distributed to all Master Contractors who are known to have received a copy of the TORFP. Answers can be considered final and binding only when they have been answered in writing by the State. 1.7 CONFLICT OF INTEREST The TO Contractor awarded the TO Agreement shall provide IT consulting services for State agencies or component programs with those agencies, and must do so impartially and without any conflicts of interest. Each Master Contractor shall complete and include a Conflict of Interest Affidavit in the form included as Attachment 4 in this TORFP with its TO Proposal. If the TO Procurement Officer makes a determination that facts or circumstances exist that give rise to or could in the future give rise to a conflict of interest within the meaning of COMAR A, the TO Procurement Officer may reject a Master Contractor s TO Proposal under COMAR B. Master Contractors shall be aware that the State Ethics Law, State Government Article, , might limit the selected Master Contractor's ability to participate in future related procurements, depending upon specific circumstances. 1.8 NON-DISCLOSURE AGREEMENT Certain system documentation may be available for potential Offerors to review at a reading room at 200 West Baltimore Street, Baltimore, MD Offerors who review such documentation will be required to sign a Non-Disclosure Agreement in the form of Attachment 7. Please contact the TO Procurement Officer of this TORFP to schedule an appointment. In addition, certain documentation may be required by the TO Contractor awarded the TO Agreement in order to fulfill the requirements of the TO Agreement. The TO Contractor, employees and agents who review such documents will be required to sign, including but not limited to, a Non-Disclosure Agreement in the form of Attachment LIMITATION OF LIABILITY CEILING Pursuant to Section 27 (C) of the CATS+ Master Contract, the limitation of liability per claim under this TORFP shall not exceed the total TO Agreement amount CONTRACT MANAGEMENT OVERSIGHT ACTIVITIES DoIT is responsible for contract management oversight on the CATS+ Master Contract. As part of that oversight, DoIT has implemented a process for self-reporting contract management activities of CATS+ TOs. This process shall typically apply to active TOs for operations, maintenance, and support valued at $1 million or greater, but all CATS+ TOs are subject to review. Attachment 9 is the TO Contractor Self-Reporting Checklist. DoIT will send initial checklists out to applicable TO Contractors approximately three months after the award date for a TO. The TO Contractor shall complete and return the checklist as instructed on the checklist. Subsequently, at six month intervals from the due date on the initial checklist, the TO Contractor shall update and resend the checklist to DoIT. 6

7 1.11 IRANIAN NON-INVESTMENT All proposals shall be accompanied by a completed Certification Regarding Investments in Iran. A copy of this Certification is included as Attachment 14 of this TORFP LIVING WAGE The Master Contractor shall abide by the Living Wage requirements under Title 18, State Finance and Procurement Article, Annotated Code of Maryland and the regulations proposed by the Commissioner of Labor and Industry. Affidavit of Agreement submitted as part of the Master Contract Agreement in accordance with the CATS+ Master Contract. A proposal submitted by an Offeror shall be accompanied by a completed Living Wage Affidavit of Agreement. See Attachment 10 for a copy of the Living Wage Affidavit Agreement CHANGE ORDERS If the TO Contractor is required to perform work beyond the scope of Section 2 of this TORFP, or there is a work reduction due to unforeseen scope changes, a TO Change Order will be initiated. The TO Contractor and TO Manager shall negotiate a mutually acceptable price modification based on the TO Contractor s proposed rates in the Master Contract and scope of the work change. No scope of work changes shall be performed until a change order is approved by DoIT and executed by the TO Procurement Officer TRAVEL REIMBURSEMENT Expenses for travel performed in completing tasks for this TORFP shall be reimbursed in accordance with the CATS+ Master Contract TO PRE-PROPOSAL CONFERENCE A pre-proposal conference will be held at the time, date and location indicated on the Key Information Summary Sheet. Attendance at the pre-proposal conference is not mandatory, but all Offerors are encouraged to attend in order to facilitate better preparation of their proposals. Seating at pre-proposal conference will be limited to two (2) attendees per company. Attendees should bring a copy of the TORFP and a business card to help facilitate the sign-in process. The pre-proposal conference will be summarized in writing. As promptly as is feasible subsequent to the pre-proposal conference, the attendance record and pre-proposal summary will be distributed via to all Master Contractors known to have received a copy of this TORFP. In order to assure adequate seating and other accommodations at the pre-proposal conference please the Procurement Officer indicating your planned attendance no later than three (3) business days prior to the pre-proposal conference. In addition, if there is a need for sign language interpretation and/or other special accommodations due to a disability, please contact the Procurement Officer no later than five (5) business days prior to the pre-proposal conference. The TO Requesting Agency will make reasonable efforts to provide such special accommodation. 7

8 SECTION 2 SCOPE OF WORK 2.1 PURPOSE The MSDE/OIT is issuing this CATS+ TORFP to obtain a contract with one (1) Master Contractor to meet MSDE s requirements for labor expertise for Network, Server and Programming Support Services not to exceed 35,000 hours annually as described in this CATS+ TORFP for work on an as needed basis during the term of the contract and in accordance with the Work Order Process in Section As part of the evaluation of the proposal for this TO, Master Contractors shall propose exactly three (3) named resources and shall describe in a Staffing Plan how additional resources shall be acquired to meet the needs of the MSDE/OIT. MSDE expects three (3) resources to be available as of the NTP, with the specific scope of work for these resources to be fully defined in a Work Order. MSDE/OIT will initiate a work order to obtain additional resources as required during the performance of the TO. This CATS+ TORFP is issued to acquire the services of the following CATS+ roles, as defined by individual Work Orders: Senior Database Manager (one available as of NTP) Senior Network Engineer(one available as of NTP) Senior System Analyst (one available as of NTP) Senior Systems Engineer Senior Computer Security Systems Specialist Technical Writer Project Manager MSDE/OIT intends to award this Task Order to one (1) Master Contractor that proposes a team of resources and a Staffing Plan that can satisfy the TO requirements. 2.2 REQUESTING AGENCY INFORMATION The MSDE has a multitude of smaller business units that perform a variety of functions associated with a comprehensive correctional system. MSDE also interacts with various local, State, and federal agencies. The OIT is responsible for all aspects of Information Technology and Communications within MSDE. This includes deploying, maintaining, and administering all computer, network, and communication functions. OIT is also responsible for establishing connectivity to several OIT maintained criminal justice databases for outside agencies (State, County, and federal). All connectivity is handled via closed circuits or virtual private network (VPN) tunnels via the Internet. In all cases, criminal data transfer and communications is encrypted. 2.3 MANAGEMENT ROLES AND RESPONSIBILITIES A) TO Procurement Officer - The MSDE staff person named in the Key Information Summary Sheet responsible for managing the procurement process resulting in a TO Agreement for TO Contractor personnel. B) TO Manager - The TO Manager for this procurement will be the Chief Information Officer (CIO). The CIO is responsible for overseeing the work required under the TO Agreement and approval of deliverables; C) TO Contractor - A Master Contractor awarded a TO Agreement for TO Contractor Personnel. The TO Contractor(s) shall provide the TO Contractor personnel and shall report to the TO Manager. 8

9 D) TO Contractor personnel - The personnel assigned by the TO Contractor for staffing services according to this TORFP, reporting to the TO Manager. 2.4 SYSTEM BACKGROUND AND DESCRIPTION MSDE provides a variety of networking and client service resources using primarily a Microsoft Windows environment and Cisco routers and switches. Microsoft s Active Directory provides a directory of all users and most technology resources supporting the department. Remote user access over the Internet is provided by a VPN using Cisco VPN. A Microsoft Exchange Server provides , calendar, contact, task, public folder, and other services. Mission-critical databases are hosted by Microsoft SQL and Oracle databases. MSDE s web content is managed using a Microsoft Content Management Server 2002 on a Windows 2003 Server. Web-based document management is provided by Xerox DocuShare and Microsoft SharePoint hosted on a Microsoft Windows 2003 and 2008 Servers. Rhumba is the terminal emulation software that provides access to the State of Maryland Financial Management Information System (FMIS) and is hosted on a Windows 2003 Server that connects via the Statewide Government Intranet managed by Network Maryland. Symantec Enterprise Antivirus software provides agency protection from computer virus and adware. Active Server Pages provides correspondence management and Commvault is the backup software utilized. MSDE participates in Maryland Enterprise Architecture Repository (EAR) and will continue to do so as requested. 2.5 PROFESSIONAL DEVELOPMENT Networking technology and software products continuously change. The TO Contractor shall ensure continuing education opportunities for the personnel provided. This education would be associated with the technologies currently utilized by MSDE or anticipated to be implemented by MSDE in the near future. With MSDE s prior approval, the time allocated to these continuing education activities for staff deployed to MSDE on a full-time basis may be charged to this task order. Actual course costs are the responsibility of the TO Contractor. 2.6 REQUIREMENTS TO CONTRACTOR PERSONNEL DUTIES AND RESPONSIBILITIES Recurring Daily / Weekly / Monthly Duties On an as-needed basis, MSDE/OIT will require a resource in the appropriate labor category to perform the services listed in this section. The TO Manager will initiate work order requests to complete critical MSDE/OIT projects that affect daily Departmental operations. Please note that the below is a sample of possible tasks required. Work Orders will provide the detail tasks requirements for support under these areas: Database Management: A) Identify and resolve performance problems involving the applications databases and associated hardware. B) Work with network support staff to troubleshoot connectivity issues. C) Define system specifications, analyze malfunctions and develops solutions. D) Assure maximum utilization of existing hardware and resources. E) Establish and maintain operational procedures and practices. F) Maintain database security. F) Develop and monitor backup strategies. 9

10 G) Manage, plan, and configure data view for front-end processes. H) Assist in setting long-range plans and goals for performance. I) Design, update and implement new scripts and applications. J) Provide operational and technical guidance as required. K) Interact with developers on SQL, Oracle and DB2 support teams. M) Develop and update reports using Cognos reporting tools. N) Manage and support the entire data integration lifecycle using Informatica. O) Develop and update reports using Microsoft Crystal Report and SQL Report. Network and Servers Support: 1. The TO Contractor shall modify configurations on current servers, routers, firewalls, and switches 2. The TO Contractor shall set-up and configure new servers, routers, firewalls, and switches 3. The TO Contractor shall install Linux and Microsoft Operating Systems 4. The TO Contractor shall perform health checks, maintenance, optimization and support for VMware server infrastructure 5. The TO Contractor shall modify and create new updates rules using Microsoft SSMS 6. The TO Contractor shall perform Active Directory maintenance, optimization, and support 7. The TO Contractor shall troubleshoot issues with existing network, routers, switches, servers, or firewall configurations Backup / Disaster Recovery Support: 1. The TO Contractor shall perform backups of the web, application, and database servers on a regular basis. This shall include daily incremental backups and full weekly backups of all volumes of servers. 2. The TO Contractor shall retain daily backups for one month, and weekly backups shall be retained for two years. 3. The TO Contractor shall store daily backups off-site at TO Contractor facility. 4. The TO Contractor shall perform system backups for identified servers on a quarterly basis, with two additional during the year, for a total of six system backups per server. Project Management and Documentation: 1. The TO Contractor shall be responsible to project management as specified by network support disaster recovery needs The TO Contractor shall provide technical documentation of project implementation, system procedures and operating instructions WORK HOURS A) The TO Contractor s assigned personnel shall be on call Monday through Friday during normal business hours (8:00 AM 5:00 PM) during the lifespan of this contract. Days or hours outside of this schedule can be accommodated, but MSDE will give prior notice of this in writing at least ten (10) days prior to the actual need. B) The TO Contractor s assigned personnel shall work an eight-hour day (8:00 AM to 5:00 PM), Monday through Friday except for State holidays. Once assigned, and personnel have demonstrated an understanding of the MSDE infrastructure, they shall also be required to participate in a rotating emergency on-call schedule, providing non-business hours support. Typically, personnel assigned to MSDE network engineering services are required to be on- 10

11 call 24 hours a day for a seven-day period, one week out of every four to five weeks. C) Services may also include some evening and/or weekend hours performing planned system upgrades in addition to core business-day hours. Hours performing system upgrades would be billed on actual time worked at the rates proposed SERVICE LEVEL AGREEMENT Service Level Priority Phone Response On-Site Response Resolution Time Response Availability Comments 3 Urgent 15 minutes 1 hour 7 days/week, 24 hrs a day 2 High 1 hour 4 hours 7 days/week, 24 hrs a day 1 Normal 1 hour 1 work day 5 days/week, Mon-Fri, 8AM-5PM Urgent - severe or catastrophic adverse effect on MSDE operations, assets, or individuals. High serious adverse effect on operations, assets, or individuals. Normal limited adverse effect on operations, assets, or individuals. On-site response to calls after 1PM may be by 9AM the next morning PERFORMANCE EVALUATION TO Contractor personnel will be evaluated by the TO Manager on a quarterly basis for each assignment performed during that period. The established performance evaluation and standards is included as Attachment PERFORMANCE PROBLEM MITIGATION At any time during the task order, should the TO Contractor Personnel exhibit unsatisfactory work performance as per a TO Contractor Personnel Performance Rating of unsatisfactory for any of the rating areas, as determined by the TO Manager, MSDE may pursue the following mitigation procedures prior to requesting a replacement employee: A) The TO Manager shall document performance issues and give written notice to the TO Contractor, clearly describing problems and delineating remediation requirement(s). B) The TO Contractor shall respond with a written remediation plan within three business days and implement plan immediately upon written acceptance by the TO Manager. Should performance issues persist, the TO Manager may give written notice or request the immediate removal of the person whose performance is at issue, and determine whether a substitution is required SUBSTITUTION OF PERSONNEL Substitutions shall have equal or better qualifications compared to the incumbent. The substitution of personnel procedures is as follows. 1. The TO Contractor may not substitute personnel without the prior approval of the agency. 2. To replace any personnel, the TO Contractor shall submit resumes of the proposed 11

12 personnel specifying their intended approved labor category. 3. All proposed substitute personnel shall have qualifications equal to or better than those of the replaced personnel and shall be approved by the TO Manager. 4. The TO Manager shall have the option to interview the proposed substitute personnel. 5. After the interview, the TO Manager shall notify the TO Contractor of acceptance or denial of the requested substitution. 2.7 DELIVERABLES DELIVERABLES SUBMISSION PROCESS MSDE/OIT required deliverables are defined below. Within each task, the TO Contractor may suggest other subtasks or deliverables to improve the quality and success of the project. The TO Contractor shall refer to the Maryland System Development Life Cycle (SDLC) document for the format of the deliverables (See keyword SDLC). For each written deliverable, draft and final, the TO Contractor shall submit to the TO Manager one hard copy and one electronic copy compatible with Microsoft Office 2003, Microsoft Project 2003 and/or Visio A draft written deliverable may contain limited structural errors such as poor grammar, misspellings or incorrect punctuation, but shall: Be presented in a format appropriate for the subject matter and depth of discussion. Be organized in a manner that presents a logical flow of the deliverable s content. Represent factual information reasonably expected to have been known at the time of submittal. Present information that is relevant to the section of the deliverable being discussed. Represent a significant level of completeness towards the associated final written deliverable that supports a concise final deliverable acceptance process. Upon completion of a deliverable, the TO Contractor shall document each deliverable in final form to the TO Manager for acceptance. The TO Contractor shall memorialize such delivery in an Agency Receipt of Deliverable Form (Attachment 11). The TO Manager shall countersign the Agency Receipt of Deliverable Form indicating receipt of the contents described therein. Upon receipt of a final deliverable, the TO Manager shall commence a review of the deliverable as required to validate the completeness and quality in meeting requirements. Upon completion of validation, the TO Manager shall issue to the TO Contractor notice of acceptance or rejection of the deliverables in an Agency Acceptance of Deliverable Form (Attachment 12). Accepted deliverables shall be invoiced within 30 days in the applicable invoice format (Reference 2.12 Invoice Submission).In the event of rejection, the TO Contractor shall correct the identified deficiencies or non-conformities. Subsequent project tasks may not continue until deficiencies with a deliverable are rectified and accepted by the TO Manager or the TO Manager has specifically issued, in writing, a waiver for conditional continuance of project tasks. Once the State s issues have been addressed and resolutions are accepted by the TO Manager, the TO Contractor will incorporate the resolutions into the deliverable and resubmit the deliverable for acceptance. A written deliverable defined as a final document shall satisfy the scope and requirements of this TORFP for that deliverable. Final written deliverables shall not contain structural errors such as poor grammar, misspellings or incorrect punctuation, and shall: 12

13 Be presented in a format appropriate for the subject matter and depth of discussion. Be organized in a manner that presents a logical flow of the deliverable s content. Represent factual information reasonably expected to have been known at the time of submittal. Present information that is relevant to the section of the deliverable being discussed DELIVERABLES DESCRIPTION / ACCEPTANCE CRITERIA Other Deliverables will be defined within individual Work Orders, or as assigned by the TO Manager. ID DELIVERABLE DESCRIPTION User and System Documentation Weekly Status Report ACCEPTANCE CRITERIA DUE DATE / FREQUENCY The TO Contractor shall deliver User and Due one week System Documentation in (Word ).This after end of a documentation shall: Work Order List the prerequisites for each feature. Illustrate each feature of the product in a context recognizable to readers. Lead the reader in small steps from simple uses to complex uses. Cross-reference between high-level concepts (like user tasks and programming models) and lower-level concepts (like system prerequisites and product features). Reflect changes in the product through its lifetime. Use terms appropriate for its readers. Offer the right amount of general background information. Use a format and a layout on the page or screen that it is easy to follow. Remain free of typographical errors and other problems that lie in the gap between the material that can be formally reviewed and the actual printed material. The TO Contractor shall deliver Weekly Status Reports in (Word or PDF).These Reports shall include the following: TO Requesting Agency name, TO Agreement number, functional area name and number, reporting period and Progress Report to be included in the e- mail subject line. Work accomplished during the monthly period. Deliverable progress, as a percentage of completion. Problem areas, including scope creep or deviation from the work plan. Due 1 day in advance prior to the discussion to the TO Manager 13

14 Vulnerability Assessments Reports Work Breakdown Structure (WBS) Planned activities for the next reporting period. Gantt chart updated from the original to show actual progress; as applicable, explanations for variances and plan for completion on schedule. An accounting report for the current reporting period and a cumulative summary of the totals for both the current and previous reporting periods. The accounting report shall include amounts invoiced-to-date and paid-to-date. Assigned work efforts and status (completed, in progress, on-hold) and issues identified. Emergency work efforts and issues identified. Vulnerability Assessments Support: 3. The TO Contractor shall perform security vulnerability assessments of specified network and server devices using the TO Contractor provided tools 4. The TO Contractor shall perform vulnerability assessment reports. The vulnerability assessments shall: A. Catalog assets and capabilities (resources) in a system. B. Assign quantifiable value (or at least rank order) and importance to those resources C. Identify the vulnerabilities or potential threats to each resource D. Mitigating or eliminating the most serious vulnerabilities for the most valuable resources WBS shall be made in Microsoft Project and shall include: Detailed work plan with milestones and associated deliverables and project work effort to accomplish each milestone TBD NTP + 3 Business Days (per work order) 14

15 2.8 REQUIRED POLICIES, GUIDELINES AND METHODOLOGIES The TO Contractor shall be required to comply with all applicable laws, regulations, policies, standards and guidelines affecting information technology projects, which may be created or changed periodically. The TO Contractor shall adhere to and remain abreast of current, new, and revised laws, regulations, policies, standards and guidelines affecting project execution. The following policies, guidelines and methodologies can be found at under Policies and Guidance. These may include, but are not limited to: The State s SDLC methodology The State Information Technology Security Policy and Standards The State of Maryland Enterprise Architecture. 2.9 MINIMUM QUALIFICATIONS OFFEROR COMPANY MINIMUM QUALIFICATIONS The following minimum qualifications are mandatory. The Master Contractor shall be capable of furnishing all necessary services required to successfully complete all tasks and work requirements and produce high quality deliverables described herein. The Master Contractor shall demonstrate, in its proposal, that it possesses such expertise in-house or has fostered strategic alliances with other firms for providing such services: Master Contractor firm shall have one project in the last five years where they have provided IT support for an organization with an excess of 10,00 users OFFEROR PERSONNEL MINIMUM QUALIFICATIONS For the personnel proposed under this TORFP, the Master Contractor s proposed resources must meet all minimum qualifications for the labor category proposed, as identified in the CATS + Master Contract Section 2.10 plus the following minimum qualifications. Master Contractors shall propose exactly three (3) resources: Senior Database Manager, Senior Network Engineer, Senior System Analyst. Qualifications for Senior Network Engineer, Senior Systems Engineer, Senior System Analyst, Senior Computer Security Systems Specialist The TO Contractor shall have staff which collectively shall meet the required minimum qualifications (years of experience by type) for performing network services on this contract which includes: Operating Systems/Software Microsoft Windows Server 2000, Windows Server 2003 or Windows Server 2008 Minimum of three (3) years of experience of one of the above Microsoft SQL Server (within a SQL Server Cluster) Minimum of four (4) years of experience Microsoft Domain Controllers, DHCP, IIS, and Active Directory Servers Minimum of five (5) years of experience Microsoft Exchange Server 2003 & 2010 (clustered environment) Minimum of four (4) years of experience of either but must have been in a clustered environment Microsoft SharePoint - Minimum of four (4) years any SharePoint versions and at least one (1) year of experience with SharePoint 2010 Oracle Database Minimum of five (5) years of experience 15

16 IBM VMWare in a Blade Server Environment Minimum of four (4) years of experience AIX Minimum of three (3) years of experience Citrix in a Server Farm Environment Minimum of three (3) years of experience HP Openview Minimum of three (3) years of experience ISA Minimum of three (3) years of experience WINS Minimum of three (3) years of experience WSUS Minimum of three (3) years of experience Symantec Anti-Virus Minimum of three (3) years of experience NetOp Minimum of three (3) years of experience VMware VCP Certified (current certification) Linux Red Hat Minimum of three (3) years of experience Hardware Dell Servers (various models) - Minimum of three (3) years of experience EMC CX380 SAN Environment Minimum of three (3) years of experience EMC VNX Unified Storage Minimum of three (3) years of experience ACE Modules/SSL appliances Minimum of three (3) years of experience Avamar Minimum of three (3) years of experience Security CISCO Routers and Switches (configuration) Minimum of three (3) years Checkpoint Firewalls (configuration) Minimum of three (3) years ASA Firewall (configurations) - Minimum of three (3) years TCP/IP Implementation and Configuration Minimum of five (5) years 2.10 TO CONTRACTOR PERSONNEL REQUIRED QUALIFICATIONS Required Qualifications for Senior Database Manager The following minimum qualifications (years of experience by type) are required by the Senior Database Manager performing database services on this contract: The following skill sets require at least three (3) years of experience: Oracle Architecture Scripting in SQL, PL/SQL SQL / Oracle, SOAP, Web services, SOA, UML Oracle Database 10g & Oracle9i, PL/SQL, Forms Required Qualifications for Technical Writer The following skill sets require at least three (3) years of experience: Developing system documentation Writing security specifications Developing standard operating procedures Developing agency security policy and procedures 16

17 Required Qualifications for Project Manager The following skill sets require at least three (3) years of experience: Overall management of projects, operations, planning and successful implementation of IT projects that were on-time and on-budget Oversight in the development of planning and analytical resources to monitor project performance 2.11 INVOICE SUBMISSION Invoices will be submitted by the TO Contractor on a monthly basis by the 15th business day of each month for all work completed in the previous month. Invoices for O&M work shall be submitted within the first five (5) business days of each month for the work performed in the previous month. Invoice payments to the TO Contractor shall be governed by the terms and conditions defined in the CATS + Master Contract. Proper invoices for payment shall contain the TO Contractor's Federal Employer Identification Number (FEIN), as well as the information described below, and shall be submitted to the TO Manager for payment approval INVOICE FORMAT A) A proper invoice shall identify MSDE, labor category, associated TO Agreement number, date of invoice, period of performance covered by the invoice, and a TO Contractor point of contact with telephone number. B) The TO Contractor shall send the original of each invoice and supporting documentation (itemized billing reference for employees, including detail of work hours) submitted for payment to MSDE at the following address: Maryland State Department of Education (MSDE) Attention: Accounts Payable 200 West Baltimore Street Baltimore, MD C) Proper invoices for final payment shall be clearly marked as FINAL and submitted when all work requirements have been completed and no further charges are to be incurred under the TO Agreement. In no event shall any invoice be submitted later than 60 calendar days from the TO Agreement termination date MBE PARTICIPATION REPORTS Monthly reporting of MBE participation is required in accordance with the terms and conditions of the CATS+ Master Contract by the 15 th day of each month. The TO Contractor shall provide a completed MBE Participation form (Attachment 2, Form D-5) to MSDE at the same time the invoice copy is sent. The TO Contractor shall ensure that each MBE Subcontractor provides a completed MBE Participation Form (Attachment 2, Form D-6). Subcontractor reporting shall be sent directly from the subcontractor to MSDE. MSDE will monitor both the TO Contractor s efforts to achieve the MBE participation goal and 17

18 compliance with reporting requirements. The TO Contractor shall all completed forms, copies of invoices and checks paid to the MBE directly to the TO Procurement Officer and TO Manager WORK ORDER PROCESS The MSDE shall submit Work Orders for all requested work from the TO Contractor (Attachment 13). The work order process for the MSDE is as follows: A. The TO Manager shall a Work Order (See Attachment 13) request to the TO Contractor to provide services. The request may include be a fixed price or time and materials Work Order: technical requirements and description of the services needed; performance objectives and/or deliverables, as may be applicable; due date and time for submitting a response to the request; performance testing period; and Other specific information as requested from the TO Contractor. B. The TO Contractor shall a response to the TO Manager within the specified time and include at a minimum: A response that details the TO Contractor s understanding of the requirement/work; A description of the proposed work plan in narrative format including time schedules, and if required a Work Breakdown Structure (WBS) chart. This description shall include a schedule of resources including proposed subcontractors and related tasks, including an explanation of how tasks will be completed. Identification of those activities or phases that can be completed independently or simultaneously versus those that shall be completed before another activity or phase can commence. The personnel resources, including those of subcontractors, and estimated hours to complete the task. TO Manager has the right to request an interview of proposed resources. C. The TO Manager will review the response and will either approve the work or contact the TO Contractor to obtain additional information, clarification or revision to the work. If satisfied, the TO Manager will then the TO Contractor with approval to proceed. 18

19 SECTION 3 - TO PROPOSAL FORMAT AND SUBMISSION REQUIREMENTS 3.1 REQUIRED RESPONSE Each Master Contractor receiving this CATS+ TORFP shall respond within the submission time designated in the Key Information Summary Sheet. Each Master Contractor is required to submit one of two possible responses: 1) a proposal; or 2) a completed Master Contractor Feedback form. The feedback form helps the State understand for future contract development why Master Contractors did not submit proposals. The form is accessible via your CATS+ Master Contractor login screen and clicking on TORFP Feedback Response Form from the menu. 3.2 FORMAT If a Master Contractor elects to submit a TO Proposal, the Master Contractor shall do so in conformance with the requirements of this CATS+ TORFP. The TO Proposal shall provide the following in order: TO TECHNICAL PROPOSAL A) Proposed Services 1) A detailed discussion of the Master Contractor s understanding of the work and the Master Contractor s capabilities, approach and solution to address the requirements outlined in Section 2. 2) Assumptions: A description of any assumptions formed by the Master Contractor in developing the Technical Proposal. B) Proposed Personnel 1) Identify and provide resumes for all proposed personnel by labor category. Propose exactly three (3) resources. 2) Certification that all proposed personnel meet the minimum required qualifications and possess the required certifications in Section ) Complete and provide at the interview, Attachment 5 Labor Classification Personnel Resume Summary. 4) Provide the names and titles of all key management personnel who will be involved with supervising the services rendered under this TO Agreement. C) Staffing Management Plan 1) Provide a Staffing Management Plan that demonstrates how the Offeror will provide resources in addition to the personnel proposed in this TORFP, and how the TO Contractor Personnel shall be managed. Include: a) Planned team composition by role (Important! Identify specific names and provide history only for the proposed resources required for evaluation of this TORFP). b) Process and proposed lead time for locating and bringing on board resources that meet Work Order needs c) Supporting descriptions for all labor categories proposed in response to this TORFP 19

20 d) Description of approach for quickly substituting qualified personnel after start of Task Order/Work Order D) MBE Participation Submit completed MBE documents Attachment 2 - Forms D-1 and D-2. E) Subcontractors Identify all proposed subcontractors, including MBEs, and their full roles in the performance of this TORFP Scope of Work. F) Master Contractor and Subcontractor Experience and Capabilities 1) Provide three examples of work assignments that the proposed personnel have completed that were similar in scope to the one defined in this TORFP. Each of the three examples, to be provided at the interview, shall include a reference complete with the following: a) Name of organization. b) Name, title, , and telephone number of point-of-contact for the reference.(point of contact shall be accessible and knowledgeable regarding work performed) c) Type and duration of contract(s) supporting the reference. d) The services provided, scope of the contract and performance objectives satisfied as they relate to the scope of this TORFP. e) Whether the proposed personnel are still providing these services and, if not, an explanation of why services are no longer provided to the client organization. 2) State of Maryland Experience: If applicable, the Master Contractor shall submit a list of all contracts it currently holds or has held within the past five years with any government entity of the State of Maryland. For each identified contract, the Master Contractor shall provide: G) State Assistance a) The State contracting entity, b) A brief description of the services/goods provided, c) The dollar value of the contract, d) The term of the contract, e) Whether the contract was terminated prior to the specified original contract termination date, f) Whether any available renewal option was not exercised, g) The State employee contact person (name, title, telephone number and address. Provide an estimate of expectation concerning participation by State personnel. 20

21 H) Confidentiality A Master Contractor shall give specific attention to the identification of those portions of its proposal that it considers confidential, proprietary commercial information or trade secrets, and provide justification why such materials, upon request, shall not be disclosed by the State under the Public Information Act, Title 10, Subtitle 6, of the State Government Article of the Annotated Code of Maryland. Contractors are advised that, upon request for this information from a third party, the TO Procurement Officer will be required to make an independent determination regarding whether the information may be disclosed TO FINANCIAL PROPOSAL A) A description of any assumptions on which the Master Contractor s TO Financial Proposal is based (Assumptions shall not constitute conditions, contingencies, or exceptions to the price proposal). B) Completed Price Proposal - Attachment 1 including: The Master Contractor shall indicate on Attachment 1 the appropriate Labor Category being proposed, and the Fixed Hourly Labor Category Rate. Proposed rates are fully loaded and not to exceed the rates defined in the Master Contract. Prices shall be valid for 120 days. 21

22 SECTION 4 - PROCEDURE FOR AWARDING A TO AGREEMENT 4.1 EVALUATION CRITERIA The TO Contractor will be selected from among all eligible Master Contractors within the appropriate functional area responding to the CATS+ TORFP. In making the TO Agreement award determination, MSDE will consider all information submitted in accordance with Section TECHNICAL CRITERIA The following are technical criteria for evaluating a TO Proposal in descending order of importance: The Master Contractor s proposed solution and understanding of the TORFP Scope of Work based on the required response in Section A.1. Personnel experience required in Section B. The Master Contractor and Subcontractor Resources Experience and Capabilities as specified in Section E.1. The Master Contractor s Staffing Plan as specified in Section C. 4.3 SELECTION PROCEDURES TO Proposals will be assessed throughout the evaluation process for compliance with the minimum qualifications in Section 2.9 and quality of responses to Section of the TORFP. Master Contractor proposals that fail to meet the minimum qualifications will be deemed not reasonably susceptible for award, i.e., disqualified and their proposals eliminated from further consideration TO Proposals deemed technically qualified will have their financial proposal considered. All others will receive notice from the TO Procurement Officer of not being selected to perform the work The State will conduct interviews of all personnel proposed in each TO Proposal that meets minimum qualifications If the evaluation committee determines the Interviewee is unable to correctly respond to the technical questions, the vendor will be determined non-susceptible of award and financials will not be considered Qualified TO Financial Proposals will be reviewed and ranked from lowest to highest price proposed The most advantageous TO Proposal offer considering technical and financial submission shall be selected for the work assignment. In making this selection, technical merit has greater weight than price. 4.4 COMMENCEMENT OF WORK UNDER A TO AGREEMENT Commencement of work in response to a TO Agreement shall be initiated only upon issuance of a fully executed TO Agreement, a Non-Disclosure Agreement (TO Contractor), a Purchase Order, and by a Notice to Proceed authorized by the TO Procurement Officer. 22

23 ATTACHMENT 1 - PRICE PROPOSAL Network and Server Support Services PRICE PROPOSAL FOR CATS+ TORFP #R00P LABOR CATEGORIES The total class hours (Column B) are not to be construed as guaranteed hours; the total number of hours is an estimate only for purposes of price proposal evaluation. All work performed under this TO shall be performed under a Work Order. The scope of each Work Order shall define the hours and/or scope of work. A year for this task order shall be calculated as one calendar year from NTP. Labor Rate Maximums: The maximum labor rate that may be proposed for any CATS+ Labor Category shall not exceed the maximum for the CATS+ Master Contract year in effect on the TO Proposal due date. Year 1 Labor Categories A B C Hourly Labor Rate Total Estimated Class Hours Annually Senior Database Manager (for any individual with this labor category) $ 2080 $ Senior Network Engineer (for any individual with this labor category) $ 2080 $ Senior System Analyst (for any individual with this labor category) $ 2080 $ Senior Systems Engineer $ 2080 $ Senior Computer Security Systems Specialist $ 1000 $ Technical Writer $ 1000 $ Project Manager $ 2000 $ Year 1 Total $ Year 2 Senior Database Manager (for any individual with this labor category) $ 2080 $ Senior Network Engineer (for any individual with this labor category) $ 2080 $ Senior System Analyst (for any individual with this labor category) $ 2080 $ Senior Systems Engineer $ 2080 $ Senior Computer Security Systems Specialist $ 1000 $ Technical Writer $ 1000 $ Project Manager $ 2000 $ Year 2 Total $ Total Proposed CATS+ TORFP Price 23