IT Support & ServicesInformational Session

Executive Overview

Bureau of Information SystemsDivision of Enterprise Program & Portfolio Management

2

Lot 1Eligibility

Systems IT Consulting Services

Lot 2Provider

Management IT Consulting Services

Lot 3Case

Management IT Consulting

Services

Lot 4Child Welfare IT

Consulting Services

Lot 5Child Support

Enforcement IT Consulting Services

Lot 6Systems Architecture Services

Lot 7Technical Support Services

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RFP 16-09MULTI-VENDOR PROCUREMENT STRATEGY

QualityAssurance*

Quality Assurance*

Note

The QA functions will not be included in the scope of RFP 16-09. The QA functions may be performed by state staff or may be a future acquisition (issued as a separate procurement and will be independent from any selected Offerors resulting from this RFP).

(PELICAN) (HCSIS)(iCIS) (PACSES)

Contract Structure

Technical Services

Planning / Consulting Services

3

• Lot Structure – IT Planning Consulting Services

Contract Structure - Lots

IT Planning Consulting Services

• Strategy/Business Planning • Application Modification/ – Implementation Support – Visioning Enhancements Services – Strategy/Business Planning • Business Requirements • Implementation/Field – Business Process Reengineering Document (BRD) Support (BPR) • Requirements Traceability • Communications – Business Process Management • User Acceptance Testing Management (BPM) • Business Solutions Life • Help Desk Services

Cycle (Lots 3 & 5 only) • Participate in Project • Systems Reports Governance/Oversight

PortfolioEligibility and Benefit Delivery

PortfolioChildren and Family Services

PortfolioHealth Care Systems

Eligibility Systems

(iCIS)KPMGLot 1

Child Support Enforcement

(PACSES)ACSLot 5

Provider Management

(PELICAN)PCGLot 2

Child Welfare

KPMGLot 4

Case Management

(HCSIS)PCGLot 3

4

Contract Structure - Lots

System Architecture Services

• Technical Solutions • System Development Life • Systems Support Services – Technical feasibility Studies Cycle – Application Maintenance – Proof of Concept (POC) – System Requirements – Application Modifications/ Demonstrations – General Systems Design (GSD) Enhancements

– Application/Systems Platform: Production

Adoption and Operational Support

Technical Support Services

• Systems Development Life Cycle • Systems Support Services • Enterprise Shared Services (SDLC) – Application Maintenance – Security – Detailed System Design (DSD) – Application Modifications/ – Systems Capacity and – Development Enhancements Performance – Testing – Application/Systems – Business Intelligence (BI) – Implementation – Platform: Production and Data Warehouse – Life Cycle Management Adoption and Operational – Middleware – Defect and Release Support – ITIL and CMMI Management – Infrastructure Evaluations

– Database

• Lot Structure – System Architecture Services / Lot # 6 - Deloitte

• Lot Structure – Technical Support Services / Lot # 7 - Deloitte

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• 16-09 Goals / Objectives

• State & Federal Changes

• Separate Planning from Technical

• Incorporate Enterprise Architecture

• Multi-vendor Sourcing Model

• Stimulate Competition

• Broad Participation

• Quality of Services - Strengthen Service Level Agreements/Objectives (SLAs/SLOs)

• Smooth Transition

• Examine Alternatives to Custom-Build Solutions

• Off the Shelf, Transfer, etc.

• Incorporate PACSES and Child Welfare

Contract Objectives

6

• Multiple Contractors Involved

• New Planning Consulting Contractors

• Alternative Views / Experiences

• National Presence

• Subject Matter Expertise

• Another set of eyes on the project

• Advocate for the Business

• Requirements

• Oversight

• Testing

• Readiness / Support

16-09 - What’s New / Different?

7

• Management of “Hand-Offs’ Between Contractors

• BIS Project Managers (PMs) & Portfolio Managers (PfMs)

• Renewed Emphasis on Quality:

• Service Level Agreements (SLAs)

• Release Management• Service Desk Management (Lots 3 & 5 only)• Availability Management• Contract Management

• Defect Management

• Resolution• Root Cause• Corrective Action Plans• Timelines

16-09 - What’s New / Different?

8

• Planning Process

• Annual Scoping

• Aligning to Strategic Plans

• Planning & Consulting Contractor (not technical contractor) Involvement

• Renewed Emphasis on Charters

• Aids in Project Management

• Assists in Understanding Scope & Sponsorship

• High Level Estimates (HLE)

16-09 - What’s New / Different?

9

Executive Management

• Formulate the Department’s strategic direction and business plan

• IT Executive Board

• Business Technology Council

Program & Portfolio Management

• Facilitate and coordinate activities across the entire portfolio of the Department’s IT projects

• Charter Development

• Steering Team

Project Management

• Manage and execute the activities of an individual project

• Project Team

• Sub-Project Teams

• Change Control Board

• User Training and Support Teams

Governance

10

• Timeline

• February – July 2012 (Six Months)

Feb Mar Apr May Jun Jul Aug

New Vendor On-Boarding

• Transition Activities

• Contractor On-boarding

• Turnover & Transition

• New Contractors - Orientation/Knowledge Acquisition (OKA ) Plans

• Current Contractor - Turnover Activities Plan (Deloitte)

• High Level Transition Plan – Efficient Use of Limited Resources

• Implementation of SLA Management – Quality Management

Transition - What is Next?

11

• Resources Needed

• BIS

• Program Office – Subject Matter Experts (SMEs) / Business Leads

• New Contractors

• Current Contractor (Deloitte)

• What do we need from you?

• Primary Point(s) of Contact

• Business Drivers

• Operations

• Strategic plans

• In-Flight / Planned Projects - Role of New Contractor

• Annual Scoping - Role of New Contractor in New Projects

• BIS - Transition Manager

• Will Manage Transition Plan

Transition - What is Next?

12

In-Flight Initiatives

1 7 14 21 1 7 14 21 1 7 14 21 1 7 14 21 1 7 14 21 1 7 14 21

403 Enterprise Certification417 Enterprise ODP Certification Implementation Support470 MCI Merge Tool

465 OLTL EIM Enhancements Implementation Support450 HCSIS 11-12 Maintenance 1/21470 MCI Clearance Merge Tool Implementation Support499 EIM Aging Waiver Implementation499 EIM Aging Waiver Implementation Support

449 iCIS 11-12 LIHEAP Maintenance 1/15448 iCIS 11-12 Open Systems and CIS Maintenance 1/16 2/11 3/26 5/14505 Cost Containment Bundle 1 - Auto Discontinuance of SAR/AR507 Cost Containment Tracking Support505 Cost Containment Bundle 1 - PH-95520 SNAP Resource Test Re-establishment

460 Self Assessment 2459 Self Assessment 1436 Decommission of RIS Interface452 PACSES 11-12 Maintenance 1/7 1/12398 Performance Improvement Module - Phase IV - Dashboard/Notes398 Performance Improvement Module - Phase IV - Payment Score500 Data Warehouse Report Consolidation502 Alerts Enhancements501 Recovery of Overpayments503 Fee Debt Type Consolidation

451 PELICAN 11-12 Maintenance 3/10 5/12 6/23482 FFATA Modifications484 Head Start Federal Reporting DSD483 SELMA483 SELMA Implementation Support403 Enterprise Certification

INT SATImplementation Support

WO # Initiative

Enterprise InitiativesSAT PRD

March April May JuneJanuary February

Implementation SupportGSD

HCSISImplementation Support

Implementation Support

iCIS

PRD

SATDEV INT PRDImpl. Support

DSD DEV INT

PACSESSAT PRDGSD DSD DEV INT

WarrantyWarranty

Warranty

GSD DSD DEVGSD

WarrantyWarranty

PRD Warranty

PELICAN

GSDDSD DEV SAT

SAT PRD

PRDImplementation Support

Pre-SAT SAT PRDPRD

DSD DEV INT SATDEV INT SAT

13

IT Support & Services (16-09 Contract) – Road Map

Project Lifecycle

14

Questions ????

Bureau of Information Systems Contact Information

Rick Bennett ribennett@pa.gov

Jonathan Heil jheil@pa.gov

Lori Steele losteele@pa.gov