Www.michigan.gov



| |

|DEPARTMENT OF INFORMATION TECHNOLOGY |

|MASTER VENDOR PROGRAM |

|IT SERVICES WORK PROJECT REQUEST |

| |

|This Work Request is issued under your Contract with the Department of Management & Budget, Acquisition Services (DMB), as established under the |

|Master Vendor Program. |

|Project Title: |Period of Coverage: |

|Workforce Development and Retirement Services Administration (WDRA) Data Structure and Management Improvements |9/14/2007 to 8/31/2008 |

|Requesting Department: |Date: |

|DMB – WDRA |8/14/2007 |

|Agency Project Manager: |Phone: |

|Anthony Estell |517.322.6035 |

|DIT Contract Liaison: |Phone: |

|Cindy Turben |517.335.6069 |

|Category of Service Requested |

|_____ Data Warehouse |

|_____ Security |

|_X__ Business requirements/needs assessment/system design/quality assurance (MVP-34) |

|_____ Project Development Services |

|Required Skill Category Requested |

| |

|______ Junior – a minimum of one (1) year of recent experience and demonstrated knowledge, skills and abilities |

|______ Journey – a minimum of three (3) years of recent experience and demonstrated journey level knowledge skills, and abilities |

|1 Senior (Technical Writer) – a minimum of five (5) years of recent experience, and demonstrated superior knowledge, skills, and abilities |

|1 or more Senior (Systems Analyst) – a minimum of five (5) years of recent experience, and demonstrated superior knowledge, skills, and abilities |

|1 to 2 Expert (Technical Architect/Data Architect/Application Architect) – a minimum of ten (10) years of increasing levels of responsibilities,|

|and supervisory or management responsibility |

|______ Project Manager – Expert skills plus a minimum of three (3) years of recent experience in managing projects |

|At a minimum this project requires Technical Architect/Data Architect/Application Architect expertise (this could be 1 Enterprise Architect, though|

|it will probably require at least 2 individuals), a Technical Writer/Author, and one or more Senior Systems Analyst (s). A Facilitator is required|

|for Phase 2 requirements gathering unless the Enterprise Architect or Systems Analyst performs the facilitation function. Contractor to determine |

|if additional resources are needed. |

| |

|Additional resources to be identified by vendor and detailed in the proposal. |

|Brief Description of Services to be provided: |

| |

|BACKGROUND: |

| |

|As part of the core services provided by the Department of Management and Budget, the Workforce Development and Retirement Services Administration |

|(WDRA) administers retirement plans and related benefits for Michigan’s state and public school employees, judges, and state police; in order to |

|empower their state customers in preparing a secure retirement. Through administrative partnerships, WDRA also helps provide financial and human |

|resource services to State departments. |

| |

|WDRA is the administrator for four pension trusts. WDRA also provides two other organizations, Legislative Retirement System (LRS) and the |

|Military Retirement System (MRS), with payroll-related services. |

| |

|WDRA provides retirement services for participants in the following systems: |

|Michigan Public School Employees |

|State of Michigan Employees – Defined Benefit |

|State of Michigan Employees – Defined Contribution |

|Michigan State Troopers |

|Michigan Judges |

|Military Retirement System |

|Legislative Retirement System |

| |

|The size of the pension processing systems’ database, currently 300+ gigabytes, increases every day as WDRA receives thousands of data records from|

|employers and generates pension-related transactions. The accumulated data must be maintained in WDRA pension systems throughout each member’s |

|lifetime for evaluating wage, service credit, and other service-related information required to process retirement requests. With over 300,000 |

|active members reporting, over 200,000 pension recipients, and nearing 1,000,000 inactive members, the pressures on the database maintaining this |

|information continues to grow. |

| |

|PROJECT OBJECTIVE: |

|This phased project will modify WDRA’s pension processing systems and correlating 300+ gigabyte database to provide more efficient processing and |

|management. These modifications involve database restructuring to ensure that the applications run more smoothly while maintaining data integrity.|

|The associated pension processing systems (both on-line functionality and batch programs) will also be modified to access the restructured data and|

|allow efficient data retrieval. |

| |

|Currently, database maintenance operations compete for processing time and system resources with other tasks such as batch processing. As new |

|functionality is added and member self-service is implemented, the amount of time available for these essential maintenance tasks decreases. By |

|reducing or streamlining the data searched and processed for each transaction, the data structure improvements will provide more efficient use of |

|shared resources and noticeably enhanced performance for staff. The project will position WDRA to support the ever-increasing amount of data |

|required for pension processing while continuing to make Michigan government more secure, user-friendly, and cost-effective through wise |

|productivity and management tool investments. |

| |

| |

|SCOPE OF WORK: |

| |

|The scope of work for this project includes: |

|Phase 1: Application architecture and Efficiency Analysis |

|Phase 2: Requirements Gathering and Documentation for Data Management Solution |

| |

|TASKS AND DELIVERABLES: |

| |

|Phase 1: Application and Architecture Efficiency Analysis |

| |

|Tasks: |

|Technical support is required to assist with the following tasks: |

| |

|Review existing documentation, including Clarety LOB, Workflow, Imaging and CRM components |

|Review existing application and database components |

|Review existing architecture |

|Review existing infrastructure framework |

|Review existing data and data-related issues |

|Review existing data management needs |

| |

|Deliverables: |

|Deliverables will not be considered complete until the designated DIT Project Manager has formally accepted them. Deliverables for this phase |

|include: |

| |

|An “as-is” assessment of the documentation, application, architecture, infrastructure, data and data management needs. This assessment will |

|include: |

|Identification and documentation of issues and deficiencies related to documentation, application, architecture, database, infrastructure, data and|

|data management |

|Identification of industry standards and our adherence to those standards, specific to documentation, application, architecture, database, |

|infrastructure, data and data management |

|Identification and documentation of areas of application, database, architecture, infrastructure and data efficiencies and improvement |

|Identification and documentation of database growth rates, LOB database components impacted by the growth rate, projected growth rate and projected|

|performance degradation based on projected growth rate |

|A “to-be” assessment, including the following: |

|Identification of areas efficiency and improvement relating to documentation, application, architecture, database, infrastructure, data and data |

|management |

|Recommendation of viable solutions for improvement and maximization of the application, database and infrastructure |

|Identification of necessary application, database, hardware and software changes |

|Migration path for achieving solutions |

|ROI analysis, including estimates of time and cost |

|Recommendation of viable data management solutions |

|Identification of necessary application, database, hardware and software changes |

|Ability of solutions to address future application growth and performance impact |

|Migration path for achieving solutions |

|ROI analysis, including estimates of time and cost |

| |

|Phase 2: Requirements Gathering and Documentation for Data Management Solution |

| |

|Tasks: |

|Technical support is required to assist with the following tasks: |

|Facilitate requirements gathering based upon selected solutions with WDRA and AST staff |

|Scheduling and coordination of requirements gathering |

|Provide technical and application expertise |

|Documentation of detail-level requirements |

|Review of detail-level requirements |

| |

|Deliverables: |

|Deliverables will not be considered complete until the designated DIT Project Manager has formally accepted them. Deliverables for this phase |

|include: |

| |

|Documentation of detail-level requirements |

| |

| |

|ACCEPTANCE CRITERIA: |

| |

|The following criteria will be used by the State to determine acceptance of the deliverables provided under this contract. |

| |

|A: All tasks listed as necessary pre-work for each deliverable are completed as described above under Tasks and Deliverables. |

| |

|B: Document Deliverables - Documents include, but are not limited to assessment and requirements documents for each phase as described above. |

|Documents are dated and in electronic format, compatible with State of Michigan software. |

|Draft documents are not accepted as final deliverables. |

|WDRA and MDIT Project Managers will review business documents within five business days from the date of submission of the deliverables for review.|

|Approvals will be written and signed by both the WDRA and MDIT Project Managers. |

|Unacceptable issues will be documented and submitted to the Contractor. |

|After issues are resolved or waived, the Contractor will resubmit documents for approval within a schedule agreed to by both parties that meets the|

|goals of the project and the overall project schedule as stipulated in this contract/statement of work. |

| |

| |

| |

| |

|RESOURCE REQUIREMENTS: |

| |

|Skills and Experience |

| |

|Enterprise Architect(s) |

|Minimum of ten (10) years documented experience in performing (IT) system architectural assessments as an architect on projects similar in size and|

|scope to the current pension processing system |

|Minimum of ten (10) years documented experience proposing new system architectural designs and technical specifications as an architect to meet |

|business needs in projects similar in size and scope to the options needed to result in a fully integrated pension processing system |

|Minimum of ten (10) years experience in architectural design |

|Minimum of ten (10) years systems analysis and design experience working with a wide range of operating systems, databases and development tools as|

|an architect |

|Minimum of seven (7) years documented experience with object-oriented analysis, design, and development |

|Minimum of seven (7) years experience performing systems analysis or development |

|Minimum of ten (10 ) years (combined) experience working with SQL databases |

|Minimum of five (5) years experience in programming in JAVA and J2EE in an enterprise level application environment |

|Minimum of five (5) years experience in developing applications using Websphere Studio Application Developer (WSAD) |

|Minimum of five (5) years experience in developing applications using Enterprise Java Beans |

|Minimum of three (3) years experience in requirements gathering, use case development, analysis and design |

|Minimum of two (2) years experience in leading a team of developers in application development using J2EE technology |

|Minimum of five (5) years experience in working with MVC and Struts architecture and implementations |

|Minimum of three (3) years experience in using WSAD 5.X & 6.X |

|Minimum of three (3) years experience in full system development life cycle |

|Minimum of four (4) years experience in creating database objects such as tables, indexes, views etc., interpreting logical and physical data |

|models, writing PL/SQL or Java stored procedures and SQL statement tuning in a SQL environment |

|Minimum of three (3) years experience in XML, XSL, XSLT, DTD, SOAP |

|Experience in data models and process models |

|Bachelor’s degree in area of information technology |

| |

|Senior Systems Analyst(s) |

|Minimum of five (5) years experience in programming in JAVA and J2EE in an enterprise level application environment |

|Minimum of five (5) years experience in developing applications using Websphere Studio Application Developer (WSAD) |

|Minimum of five (5) years experience in developing applications using Enterprise Java Beans |

|Minimum of five (5) years experience in developing applications using SQL Server 2005 |

|Minimum of three (3) years experience in requirements gathering, use case development, analysis and design |

|Minimum of two (2) years experience in leading a team of developers in application development using J2EE technology |

|Minimum of seven (7) years documented experience with object-oriented analysis, design, and development |

|Minimum of five (5) years experience in working with MVC and Struts architecture and implementations. |

|Minimum of three (3) years experience in using WSAD 5.X & 6.X |

|Minimum of three (3) years experience in full system development life cycle |

|Minimum of four (4) years experience in developing web applications with SQL as the database layer |

|Minimum of four (4) years experience in creating database objects such as tables, indexes, views etc., interpreting logical and physical data |

|models, writing PL/SQL or Java stored procedures and SQL statement tuning in a SQL environment |

|Minimum of three (3) years experience in XML, XSL, XSLT, DTD, SOAP |

|Experience in data models and process models |

|Experience solving problems, working closely with business clients and maintaining a good rapport with customers, both internal and external |

|Ability to communicate clearly, in English, through both written and oral communications |

| |

|Senior Technical Writer |

|Minimum of five (5) years experience creating complex documents in Microsoft Word (e.g. master/sub document/ template development; table of |

|contents; index, and cross-referencing processes; hypertext development; graphics handling) and knowledge of direct macro programming, including |

|dialog box development |

|Minimum of five (5) years experience using advanced features to create graphic images in complex documents with recent versions of the following |

|programs: Microsoft PowerPoint, Visio, SnagIt, Paintbrush |

|Minimum of three (3) years experience working in a network environment with multiple operating systems and Novell Netware |

|Minimum of five (5) years experience creating custom documentation in a client/server or web based environment including interactions with multiple|

|stakeholders, such as system users, administrators, analysts, programmers, and development managers |

|Minimum of three (3) years experience working with database applications |

|Minimum of five (5) years experience creating training curriculum and materials, including outlines, flowcharts, diagrams and general reference |

|material, for advanced technical training in and in the delivery of advanced technical training for, custom-developed, client/server or web based |

|applications |

|Minimum of three (3) years experience in designing and creating electronic on-line help systems |

|Minimum of five (5) years experience in classroom training on the proper, efficient, and effective use of computer systems and applications |

| |

|Representative Responsibilities |

| |

|Enterprise Architect/Senior System Analyst |

| |

|Common Technical Responsibilities |

|Conduct use case sessions |

|Develop use case models |

|Conduct & participate in technical review sessions with clients and technical teams |

|Develop design deliverables |

|Develop technical and end user documentation |

|Develop test strategies and test plans |

|Coordinate with state to promote application code using state’s configuration management system. |

|Conduct training sessions |

|Conduct knowledge transfer sessions |

| |

|Common Management Responsibilities |

|Manage developer teams |

|Provide guidance and clarification to developers |

|Provide status reports |

| |

|Quality Assurance responsibilities |

|Develop deliverables standards including document deliverables and program deliverables |

|Review deliverables for adherence to standards |

|Perform sample code reviews |

|Perform system testing |

|Perform regression testing |

|Perform load testing |

|Assist user acceptance testing |

|Assist focus group testing |

|Co-ordinate development and testing activities |

|Responsible for reviewing test plan, unit test cases, system/integration test cases for all the work streams |

|Assist senior project manager in development of test strategy. |

|Develop test plan and test cases for system integration testing and security testing for their respective work streams. |

|Support user acceptance testing |

|Review unit test cases |

|Perform system integration testing and security testing |

|Document system integration testing results |

|Collect system integration testing metrics |

| |

|Technical Architect Specific |

|Responsible for reviewing approved business requirements and identifying strategy for technical architecture |

|Work with technical teams (IT representatives) towards identifying technical architecture components |

|Coordinate as needed with the State’s technical architect to ensure compatibility of design. |

|Develop a technical architecture model based on technical strategy and technical needs of the application |

| |

|Technical Writer |

|Utilize appropriate processes in the development of solutions and deliverables |

|Ensure the completeness, accuracy, and integrity of deliverables whether developing or reviewing |

|Communicate project issues and concerns to the project leads for resolution and follow-up |

|Complete assigned tasks in the time frame agreed upon with the project leaders |

|Communicate project status as required in the Communication Plan |

|Follow the CM Plan for version control |

|Follow all standards and procedures as deemed applicable for the project |

|Inform the DMB – WDRA Project Manager of issues and risks as they arise |

|Attend requirement analysis workshops and assist in documenting needs and requirements |

|Draft or assist in drafting and revision of deliverables documents as needed |

| |

| |

|PROJECT CONTROL AND REPORTS: |

| |

|A bi-weekly progress report must be submitted to the Agency Project Manager throughout the life of this project. This report may be submitted with|

|the billing invoice. Each bi-weekly progress report must contain the following: |

| |

|Hours: Indicate the number of hours expended during the past two weeks, and the cumulative total to date for the project. Also state whether the |

|remaining hours are sufficient to complete the project. |

| |

|Accomplishments: Indicate what was worked on and what was completed during the current reporting period. |

| |

|Funds: Indicate the amount of funds expended during the current reporting period, and the cumulative total to date for the project. |

| |

| |

|SPECIFIC DEPARTMENT STANDARDS: |

| |

|Agency standards, if any, in addition to DIT standards. |

| |

| |

|PAYMENT SCHEDULE: |

| |

|The Contract is a firm, fixed-priced, deliverable-based contract. Payment will be made based on a satisfactory acceptance of each deliverable. |

|Deliverables will be physical deliverables (documents). Deliverables will be invoiced upon acceptance of the deliverable. The pricing for the |

|deliverables is all-inclusive. Any expenses the Contractor expects to incur should be built into the price for the deliverable. The State will |

|not pay for travel costs. Travels costs expected should be estimated as a component of the Contractor pricing and included with the Contractor’s |

|bid submitted to the State. |

| |

|Invoices shall reference the Purchase Order Number as issued. Payment shall be considered timely if made by the DIT within forty-five (45) days |

|after receipt of properly completed invoices. |

| |

|The state reserves the right to reduce the requirements or withdraw requirements. The state will only pay for services rendered in delivering |

|authorized requirements of this proposal and reserves the right to negotiate to reduce the value of the contract for any reduced or withdrawn |

|requirements. |

| |

|Contractor must provide a detailed description of how the State will be billed for the contracted services and provide a sample invoice showing all|

|billing information and itemization. |

| |

| |

|COST PROPOSAL: |

| |

|Contractor must identify all information related, directly or indirectly, to the Contractor’s proposed charges for services and deliverables |

|including, but not limited to, costs, fees, prices, rates, bonuses, discounts, rebates, or the identification of free services, labor or materials.|

| |

| |

|Contractor shall identify any assumptions Contractor has made developing its Cost Proposal .and provide a breakdown of all proposal costs along |

|with a brief narrative explaining each cost basis as follows: |

|“As-is” Assessment |

|“To-be” Assessment |

|Detailed Requirements |

| |

| |

|PAYMENT TABLE: |

|Description |

|Milestone |

|Payment Date |

|Amount |

| |

|Project Planning |

|Completed |

|“As-is” Assessment |

|“To-be” Assessment |

|Detailed requirements documentation |

| |

| |

| |

| |

|EXPENSES: |

| |

|The State will not pay for any travel expenses, including hotel, mileage, meals, parking, etc. |

| |

|AGENCY RESPONSIBILITIES/ASSUMPTIONS: |

| |

|The State will provide the following resources for the required number of Contractor’s staff members for the duration of this project: |

|Work space |

|GroupWise accounts will be established for all staff members who will be required to use them for security purposes |

|Minimal clerical support |

|Desk |

|Telephone |

|Printer |

|Access to copiers and fax machine |

| |

|LOCATION WHERE THE WORK IS TO BE PERFORMED: |

| |

|Consultants will work at State of Michigan, General Office Building, near Dimondale, Michigan: |

|General Office Building |

|7150 Harris Drive |

|P.O. Box 30171 |

|Lansing, MI 48909 |

| |

|EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS: |

| |

|Normal working hours are 8:00 am to 5:00 pm. However, this is a fixed-priced, deliverable-based contract. If vendor staff members are required to|

|work outside normal hours, arrangements must be made with the designated DMB–WDRA project manager or the DIT technical project manager to ensure |

|mandated state supervision required for building access. |

| |

| |

| |

| |

| |

|PROJECT CONTACTS: |

| |

|The designated DMB – WDRA Project Manager is: |

| |

|Anthony Estell |

|DMB |

|Workforce Development and Retirement Services Administration |

|General Office Building |

|7150 Harris Drive |

|P.O. Box 30171 |

|Lansing, MI 48909 |

|Phone Number (517) 322-6035 |

|EstellA@ |

| |

|The designated DIT Technical Project Manager is: |

| |

|David Gabler |

|General Office Building |

|7150 Harris Drive |

|P.O. Box 30171 |

|Lansing, MI 48909 |

|Phone Number (517) 322-5836 |

|GablerD@ |

| |

|The DIT Contract Administrator for this project is: |

| |

|Cindy Turben |

|Michigan Department of Information Technology |

|Constitution Hall, Atrium-South Tower |

|525 W. Allegan Street |

|Lansing, Michigan 48913 |

|Phone Number 517.335.6069 |

|Fax Number 517.241.8852 |

|turbenc@ |

Approval: ________________________________ ________________

Business Project Manager Date

Approval: ________________________________ ________________

Technical Project Manager Date

Approval: ________________________________ _________________

Bureau Automation Manager Date

Approval: ________________________________ _________________

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download