rfp section 07

OFFICE OF SYSTEMS INTEGRATION

REQUEST FOR PROPOSAL OSI 7100-181UNEMPLOYMENT INSURANCE

MODERNIZATION PROJECT

SECTION 7 – COST INSTRUCTIONS

DECEMBER 19, 2008ADDENDUM 12

ISSUED BY:

STATE OF CALIFORNIA

DEPARTMENT OF GENERAL SERVICESTECHNOLOGY ACQUISITIONS SECTION

707 3RD STREET, 2ND FLOORWEST SACRAMENTO, CA 95605

RFP-SECTION-072438.DOC

OFFICE OF SYSTEMS INTEGRATION RFP OSI 7100-181UIMOD PROJECT SECTION 7 PAGE 2 OF 23

Table of Contents

(Section 7 – Cost Instructions)

7 COST PROPOSAL INSTRUCTIONS 4

7.1 INTRODUCTION ......................................................................................................... 4

7.2 COST WORKBOOK GENERAL INSTRUCTIONS ........................................................ 4 7.2.1 Summary Project Costs ............................................................................................. 6 7.2.2 Hardware ............................................................................................................... 10 7.2.3 Commercial Off-the-Shelf (COTS) Software ............................................................. 12 7.2.4 Contractor Services ................................................................................................. 15 7.2.5 Telecommunications ............................................................................................... 16 7.2.6 Training .................................................................................................................. 17 7.2.7 Data Center ........................................................................................................... 17 7.2.8 Contractor Staff Work Authorization Rates ............................................................... 21 7.2.9 Production Support Contract Rates (Mandatory Optional) ......................................... 22

RFP-SECTION-072438.DOC ADDENDUM 12 DECEMBER 19, 2008

OFFICE OF SYSTEMS INTEGRATION RFP OSI 7100-181UIMOD PROJECT SECTION 7 — PAGE 3 OF 23

Table of Tables

(Section 7 – Cost Instructions)

TABLE 7.1 - VII-C MANDATORY OPTIONAL HARDWARE 7

TABLE 7.2 - VII-E MANDATORY OPTIONAL SOFTWARE 8

TABLE 7.3 - VII-J MANDATORY OPTIONAL TRAINING 10

TABLE 7.4 - VII-B HARDWARE 11

TABLE 7.5 - VII-D SOFTWARE 13

TABLE 7.6 - VII-D(A) MICROSOFT SOFTWARE 14

TABLE 7.7 - VII-F CONTRACTOR SERVICES 15

TABLE 7.8 - VII-G MANDATORY OPTIONAL CONTRACTOR SERVICES 16

TABLE 7.9 - VII-H TELECOMMUNICATIONS 16

TABLE 7.10 - VII-I TRAINING 17

TABLE 7.11 - VII-K DATA CENTER PRE SYSTEM ACCEPTANCE 18

TABLE 7.12 – VII K(A) DATA CENTER HARDWARE 19

TABLE 7.13 – VII K(B) DATA CENTER SOFTWARE 19

TABLE 7.14 - VII-L DATA CENTER POST SYSTEM ACCEPTANCE 20

TABLE 7.15– PROJECT STAFF CATEGORIES FOR APPENDIX J 21

TABLE 7.16 - VII-M CONTRACTOR STAFF WORK AUTHORIZATION RATES 22

TABLE 7.17 - VII-N PRODUCTION SUPPORT CONTRACT RATES (MANDATORY OPTIONAL 23



7 COST PROPOSAL INSTRUCTIONS

7.1 Introduction

This section defines the major cost components and format for the Cost Proposal that must be included in each Bidder Proposal. Additional formatting and delivery instructions are provided in Request for Proposal (RFP) Section 8, Proposal and Bid Format. Cost evaluation and scoring will be calculated according to the evaluation methodology identified in RFP Section 9, Evaluation.

Bidders must provide costs for the components identified in the Cost Workbook (Appendix J) and must submit the Cost Proposal using the most current version of the cost worksheets provided in the RFP. Bidders must ensure that all costs, with the exception of Microsoft Software which will be purchased by the State, (including hardware, software, labor, taxes, shipping, delivery, etc.) are included in the Cost Proposal, whether or not there is a specific line item identified in the Cost Workbook.

All proposed system components, hardware, and services must be included in the Bidder's Cost Proposal and accounted for in the Cost Workbook submitted. Bidders must ensure that all costs (including taxes, delivery, installation, maintenance, software, labor, et al.) necessary to provide a complete working system are included in the cost worksheets. Any proposed system component, hardware, service, or identified work scope in the Bidder's Proposal that is not specifically priced or identified in the Bidder's Cost Proposal, or that is identified after award of the contract to meet the requirements of this RFP, will be assumed to be included by the Bidder at no additional cost.

The State will use the CALNET 2 Master Service Agreement to procure telecommunications services. Bidder proposals that include services provided under CALNET 2 must itemize these costs in the Cost Workbook. Telecommunication costs for the project will be included in the total project evaluation costs.

7.2 Cost Workbook General Instructions

The Cost Workbook consists of a cover page and seventeen (17) Excel worksheets. These worksheets include the Summary Project Costs sheet which is populated by thirteen (13) of the 17 worksheets that the Bidder will use to enter detailed project cost information. The Summary Project Costs worksheet and the detailed project cost worksheets include automated calculation cells. The automated cells appear buff colored on the worksheets. The Bidder will enter data in the worksheets’ uncolored cells, while calculated sums will be displayed in the buff colored cells. Worksheet VII–M Contractor Staff Work Authorization Rates will be used by the Bidder to enter staff Work Authorization Rates. Worksheet VII-N Production Support Contract Rates (Mandatory Optional) will be used by the Bidder to enter costs for the optional support contract for a period of three (3) years plus two (2), one (1) year extensions.



The Bidder may add rows using the “Click Here to Insert Additional Rows” macro in each spreadsheet; this macro ensures formulae are automatically copied into the additional rows added. Deviations from the provided format should be avoided unless approved by the Department of General Services (DGS) Procurement Official listed in RFP Section I, Paragraph 1.4, Procurement Official. If revised worksheets are required during the procurement cycle, an addendum will be issued.

All calculations contained within the Cost Workbook as released by the State are considered to be correct; however, the State will assume that the Bidder has validated all calculations prior to submission of the Final Cost Proposal package. Should a calculation error be discovered after Final Proposal submission, the State, in its sole discretion, may correct discrepancies and arithmetic errors as discussed in the RFP Section 2 – Rules Governing Competition. It is absolutely essential that Bidders carefully review the cost elements in their Final Proposal.

The State may correct Bidder calculations and missed or miscalculated costs. If necessary, the extensions and summary will be recomputed accordingly, even if the lowest level of detail is obviously misstated.

The Bidder must specify all methods, tools, and techniques used to determine project cost as defined by the requirements contained in RFP OSI 7100-181. If a cost proposal fails to meet any mandatory requirement satisfactorily or contains any “qualifiers”, “assumptions” or conditions that are unacceptable to the State, the proposal may be considered non-responsive and may be rejected. Also, if methods, tools, and techniques are invalid or conflict with the requirements of this RFP, the Bidder's Final Proposal may be considered non-responsive.

All costs should directly relate to the Work Breakdown Structure (WBS) in the Bidder's proposal. One-time costs must include all one-time and recurring project costs up until system acceptance, also referred to as Pre System Acceptance. Ongoing costs must include all costs after system acceptance, also referred to as Post System Acceptance.

The Summary Project Worksheet provides one-time cost allocations for Contractor Pay Point Milestones. Columns have been provided for the Bidder to identify the appropriate operating expenses and equipment component costs in the seven (7) detailed worksheets for Contractor one-time costs: 1] VII-B Hardware; 2] VII-C Hardware Business Intelligence and Web Content Management - Mandatory Optional; 3] VII-D Software; 4] VII-E Software Business Intelligence and Web Content Management – Mandatory Optional; 5] VII-F Contractor Services; 6] VII-G Training and 7] VII-H Training Business Intelligence and Web Content Management – Mandatory Optional.



7.2.1 Summary Project Costs

Worksheet VII-A, Summary Project Costs summarizes total contract one-time costs by contractor pay point milestones. It also includes Data Center Services and CALNET 2 Telecommunication one-time and on-going costs, as well as the Work Authorization Costs and Production Support-Mandatory Optional costs that will be used for the cost evaluation.

The Bidder must enter the anticipated completion dates (month and year) for each pay point (lines 1 through 9, column 2) on this worksheet.

This worksheet automatically captures the operating expenses and equipment cost components from Worksheets VII-B through VII-N, discussed below, with the exception of VII-D (A) Microsoft Software. The proposed One-Time Total Contractor Pay Points Cost (line 10, column 3) is automatically calculated using the subtotal of costs from Worksheets VII-B Hardware, VII-C Mandatory Optional Hardware, VII-D Software, VII-E-Mandatory Optional Software, VII-F Contractor Services, VII-I Training and VII-J Mandatory Optional Training. The Summary Project Cost worksheet allocates the total proposed one-time costs to the individual pay points based on the payment percentages detailed in RFP Section 11, Table 11.2 – Pay Points.

If the State elects not to exercise the Mandatory Optional Business Intelligence and/or Web Content management, those costs will be deleted from the Contractor Pay Points Cost.

One-Time and ongoing CALNET 2 Telecommunication and Data Center Service Costs from Worksheets VII-H CN2 Telecommunications and Worksheets VII-K Data Center Pre System Acceptance , VII-L Data Center Post System Acceptance, Work Authorization Rates from Worksheet VII-M Contractor Staff Work Authorization Rates and production Support-Mandatory Optional costs from Worksheet VII-N Production Support Contract Rates (Mandatory Optional) are automatically captured under Ongoing Costs and Other Costs. Although these are not part of the Total Contractor Pay Point Costs, they will be included in the Total Evaluation Costs.

7.2.1.1 Mandatory Optional Business Intelligence and Web Content Management Costs

The Bidder must enter all the hardware and equipment detail and costs to complete the UIMOD scope of work as stipulated in the RFP Section 6 associated with the Mandatory Optional Business Intelligence and Web Content Management costs into VII-C Mandatory Optional Hardware.

The Bidder must enter all COTS software detail and costs necessary to complete the UIMOD scope of work as stipulated in RFP Section 6 associated with the Mandatory Optional Business Intelligence and Web Content Management costs into Worksheet VII-E Mandatory Optional Software.



The Bidder must enter all non-contractor staff training detail and costs as required in RFP Section 6 associated with the Mandatory Optional Business Intelligence and Web Content Management costs into Worksheet VII-J Mandatory Optional Training. Contractor staff costs are entered in Worksheet VII-G Mandatory Optional Contractor Services.

One-time hardware costs and software costs associated with the Mandatory Optional Business Intelligence and Web Content Management include maintenance costs through the formal acceptance of the project.

Ongoing hardware and software costs associated with Mandatory Optional Business Intelligence and Web Content Management are automatically calculated for five (5) years using the annual maintenance amount entered for the purchase. Year one (1) ongoing hardware costs equal the annual maintenance amount. Years two (2) through five (5) are automatically calculated at the year one (1) cost. The Bidder may update costs for years two (2) through five (5). Updated costs are limited to a five (5) percent escalation rate above the preceding year’s ongoing cost.

The following table provides step by step detailed instructions by column for Worksheet VII-C Mandatory Optional Hardware. The instructions in Table 7.1 are associated with the Mandatory Optional-Business Intelligence and Mandatory Optional-Web Content Management tables within the worksheet. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.1 - VII-C Mandatory Optional Hardware

Column Title Instructions1 Manufacturer

Description Enter the manufacturer’s published description of proposed item.

2 Environment Supported

Select the appropriate drop down option. Development, Pre-Production, Production, Testing, Training.

3 Model/Part Number

Enter the model/part number that the manufacturer uses to identify the item.

4 Manufacturer Enter the manufacturer’s name.5 Quantity No entry required. Automatically populated for one

(1) item.6 Unit Price Enter the purchase price per unit (dollars and cents,

dollar sign optional).7 Sales Tax No entry required. Computed by spreadsheet.8 Total Cost Per

ItemNo entry required. Computed by spreadsheet.

9 Total Maintenance Cost Per Item

Provide the cost of maintaining the item through formal acceptance of the project (dollars and cents, dollar sign optional).

10 Total One-Time Cost

No entry required. Computed by spreadsheet.



11 Annual Maintenance Cost Per Item

Provide the cost of maintaining the item per year after formal acceptance of the project (dollars and cents, dollar sign optional).

12 Year 1 No entry required. Computed by spreadsheet.13 Year 2

(Limited to a 5 % Escalation Rate above Year 1)

Computed by spreadsheet. Option to enter up to five (5) percent increase from preceding year.

14 Year 3(Limited to a 5 % Escalation Rate above Year 2)






17 Total Costs for 5 Years


The following table provides step by step detailed instructions by column for Worksheet VII-E Mandatory Optional Software. The instructions in Table 7.2 are associated with the Mandatory Optional-Business Intelligence and Mandatory Optional-Web Content Management tables within the worksheet. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.2 - VII-E Mandatory Optional Software





3 Hardware Line Number Being Supported

Enter the line number from Worksheet VII-C Mandatory Optional Hardware that this item supports. Software supporting Business Intelligence must be associated with line numbers in the Mandatory Optional-Business Intelligence section and software supporting Web Content Management must be associated with line numbers in the Mandatory Optional-Web Content Management section.



4 Item/Part Number Enter the software item/part number that the manufacturer uses to identify the item.

5 Manufacturer Enter the manufacturer’s name.6 Edition Enter the edition of the item.7 Delivery

(Electronic/Media)

Select the appropriate drop down option. Electronic delivery is defined as downloadable from the Internet. Media delivery is defined as CD or CD-ROM.

8 Quantity (Licenses)

Enter the number of licenses required to satisfy the solution.

9 Unit Price Enter the purchase price per unit (dollars and cents, dollar sign optional).

10 Sales Tax No entry required. Computed by spreadsheet.11 Total Cost Per



















The following table provides step by step detailed instructions by column for Worksheet VII-J Mandatory Optional Training. The instructions in Table 7.3 are



associated with the Mandatory Optional-Business Intelligence and Mandatory Optional-Web Content Management tables within the worksheet.

Table 7.3 - VII-J Mandatory Optional Training

Column Title Instructions1 Class Title Enter the title of the training class.2 Location Identify where the training is to be conducted.3 User Group Identify the user group targeted for the training.4 Functionality

TrainedIdentify the functionality covered by the training.

5 Hours Enter the number of hours required to conduct the course.

6 Trainee Count Enter the number of participants in the class.7 One-Time

Training CostsEnter the cost of training (dollars and cents, dollar sign optional). Do not include contractor staff costs.

7.2.1.2 Pay Point Milestones

The Contractor will receive progress payments at specific pay points for work performed during the life of the contract. Refer to RFP Sections 6B.10, 6D.2 and 11.2.7 for a detailed description of the pay points and pay point acceptance requirements.

There will be a 10% withhold for each pay point that will be paid at the end of the entire contract when the contractor meets all contractual obligations.

7.2.2 Hardware

With the exception of hardware associated with Mandatory Optional Business Intelligence and Web Content Management or hosted at the Data Center, the Bidder must enter any additional hardware and equipment detail and costs to complete the UIMOD scope of work as stipulated in the RFP Section 6 into Worksheet VII-B Hardware. The Bidder must (at a minimum) include all hardware required to implement the functionality detailed in the requirements (for example: workstations and servers); failure to do so will result in the missed requirements being assumed to be provided at no cost. One-time hardware costs include maintenance costs through the formal acceptance of the project.

The Bidder must enter all hardware associated with the preproduction and production environments hosted at the Data Center on Worksheet VII-K(A) Data Center Hardware.

The Bidder must enter all hardware associated with the Mandatory Optional Business Intelligence and Web Content Management on Worksheet VII-C Hardware-BI-WCM. This worksheet is divided into two sections. One is for Business Intelligence Hardware and the other is for Web Content Management Hardware.



Ongoing hardware costs are automatically calculated for five (5) years using the annual maintenance amount entered for the purchase. Year one (1) ongoing hardware costs equal the annual maintenance amount. Years two (2) through five (5) are automatically calculated at the year one (1) cost. The Bidder may update costs for years two (2) through five (5). Updated costs are limited to a five (5) percent escalation rate above the preceding year’s ongoing cost.

The following table provides step by step detailed instructions by column for Worksheet VII-B Hardware. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.4 - VII-B Hardware


Description Enter the manufacturer’s published description of proposed hardware by each individual item.


Select the appropriate drop down option. Development, Testing, Training.

3 Model/Part Number Enter the model/part number that the manufacturer uses to identify the item.

4 Manufacturer Enter the manufacturer’s name.5 Quantity No entry required. Automatically populated for

one (1) item.6 Unit Price Enter the purchase price per unit (dollars and

cents, dollar sign optional). 7 Sales Tax No entry required. Computed by spreadsheet.8 Total Cost Per Item No entry required. Computed by spreadsheet.9 Total Maintenance

Cost Per ItemProvide the cost of maintaining the item through formal acceptance of the project (dollars and cents, dollar sign optional).


















7.2.3 Commercial Off-the-Shelf (COTS) Software

The Bidder must enter all COTS software, with the exception of Microsoft Software, Mandatory Optional software and software that is provided with DTS service offerings. The Bidder must include the detail and costs necessary to complete the UIMOD scope of work as stipulated in RFP Section 6 into Worksheet VII-D Software.

Mandatory Optional Software must be entered on Worksheet VII-E Mandatory Optional Software. This worksheet is divided into two sections. One is for Business Intelligence Software and the other is for Web Content Management Software.

Software that is in the DTS service offerings must be entered on Worksheet VII-K(B) – Data Center Software. Software that is not included in a DTS service offering must be entered on Worksheet VII-D Software. The contractor will be responsible for purchasing software that is not included in a DTS service offering.

The Bidder must include the detail and costs for software that will be purchased and then modified to implement the Bidder’s proposed solution. The State will be responsible for purchasing all Microsoft Software licenses but the Bidder must identify the Microsoft Software required and number of licenses on Worksheet VII-D(A) Microsoft Software.

The Bidder must (at a minimum) include all software required to implement the functionality detailed in the requirements; failure to do so will result in the missed requirements being assumed to be provided at no cost. One-time software costs include maintenance costs through the formal acceptance of the project.

Ongoing software costs are automatically calculated for five (5) years using the annual maintenance amount entered for the purchase. Year one (1) ongoing software costs equal the annual maintenance amount. Years two (2) through five (5) are automatically calculated at the year one (1) cost. The Bidder may update costs for years two (2) through five (5). Updated costs are limited to a five (5) percent escalation rate above the preceding year’s ongoing cost.



The following table provides step by step detailed instructions by column for Worksheet VII-D Software. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.5 - VII-D Software





3 Hardware Worksheet

Select the appropriate drop down option. VII-B Hardware, VII-K(A) Data Center Hardware

4 Hardware line number being supported

Enter the line number from the Hardware Worksheet that the item supports (as selected in column 3)

5 Item/Part Number Enter the software item/part number that the manufacturer uses to identify the item.

6 Manufacturer Enter the manufacturer’s name.7 Edition Enter the edition of the item. For example,

Developer, Enterprise, Premium, Professional, Standard, Workgroup.

8 Hosted at Data Center

Select the appropriate drop down option.

9 Delivery (Electronic/Media)

Select the appropriate drop down option. Electronic delivery is defined as downloadable from the Internet. Media delivery is defined as CD or CD-ROM.




12 Sales Tax No entry required. Computed by spreadsheet.13 Total Cost Per








17 Year 1 No entry required. Computed by spreadsheet.



Column Title Instructions18 Year 2











The following table provides step by step detailed instructions by column for Worksheet VII-D(A) Microsoft Software.

Table 7.6 - VII-D(A) Microsoft Software


DescriptionEnter the manufacturer’s published description of proposed item.



3 Hardware Worksheet

Select the appropriate drop down option. VII-B Hardware, VII-C Business Intelligence, VII-C Web Content Management, VII-K(A) Data Center Hardware.


Enter the line number from the Hardware Worksheet that the item supports (as selected in column 3).

5 Item/Part Number Enter the software item/part number that Microsoft uses to identify the item.

6 Edition Select the appropriate drop down option. Developer, Enterprise, Premium, Professional, Standard, Workgroup.





7.2.4 Contractor Services

The Bidder must enter all Contractor staff costs required to complete the UIMOD scope of work in Worksheet VII-F Contractor Services.

The overall one-time Contractor Services costs on the Worksheet VII-F Contractor Services may not directly correlate to pay point percentages in RFP Section 11. 2.7 because the Contractor’s level of effort (staff costs) may be more or less than the actual pay point percentage.

For example, the System Prototype - Pay Point 1 in Section 11.2.7 is five (5) percent of the total contract value, however the Pay Point 1 Contractor Services staff costs entered on the worksheet may not equate to five (5) percent of the total Contractor Services costs. The Contractor Services staff costs for Pay Point 1 may be more or less than five (5) percent of the total Contractor Services on Worksheet VII-A Summary Project Cost, line 17.

The Bidder must enter detail for all Contractor staff required to produce the UIMOD scope of work on Worksheet VII-F Contractor Services and VII-G Mandatory Optional Contractor Services for Business Intelligence and Web Content Management.

The Bidder must enter costs for all Contractor staff. Worksheet VII-F Contractor Services is organized by Pay Point and then by Staff Category and Titles. For each category within each Pay Point, Bidders may use blank lines to list additional Contractor staff titles and cost details.

The following table provides step by step detailed instructions by column for Worksheet VII-F Contractor Services.

Table 7.7 - VII-F Contractor Services

Column Title Instructions1 Staff

Category/TitleContractor staff titles are pre-populated by Pay Point. Bidders may use blank lines to list additional staff titles for each Pay Point and staff category as needed.

2 Number of Resources

Enter number of staff, by Staff Category/Title, necessary to complete the UIMOD scope of work.

3 Total Hours Enter total hours necessary for the proposed staff to complete the UIMOD scope of work.

4 Hourly Rate Enter the hourly rate by Staff Category/Title.5 Cost No entry required. Computed by spreadsheet.



The following table provides step by step detailed instructions by column for Worksheet VII-G Mandatory Optional Contractor Services. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.8 - VII-G Mandatory Optional Contractor Services


Category/TitleContractor staff titles are pre-populated by Pay Point. Bidders may use blank lines to list additional staff titles for each Pay Point and staff category as needed.

2 Number of Resources

Enter number of staff, by Staff Category/Title, necessary to complete the UIMOD scope of work.

3 Total Hours Enter total hours necessary for the proposed staff to complete the UIMOD scope of work.

4 Hourly Rate Enter the hourly rate by Staff Category/Title.5 Cost No entry required. Computed by spreadsheet.

7.2.5 Telecommunications

The Bidder must enter all CALNET 2 telecommunication services detail and costs as required in the scope of work detailed in RFP Section 6 into Worksheet VII-H CN 2-Telecommunications. The Bidder must (at a minimum) include all telecommunications equipment required to implement the functionality detailed in the requirements. Failure to do so will result in the missed requirements being assumed to be provided at no cost. One-time telecommunication costs include maintenance costs through formal project acceptance.

Ongoing CALNET 2 telecommunication costs are automatically calculated for five (5) years using the annual maintenance amount entered for the purchase.

The following table provides step by step detailed instructions by column for Worksheet VII-H Telecommunications. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.9 - VII-H Telecommunications

Column Title Instructions1 Description Enter the published description of proposed item.2 Provider Identify who will be providing item.3 Quantity

(Licenses)Enter the number of licenses required to satisfy the solution.


5 Total Maintenance

Provide the cost of maintaining the item through formal acceptance of the project (dollars and cents,



Cost Per Item dollar sign optional).6 Total One-Time

CostsNo entry required. Computed by spreadsheet.



8 Year 1 No entry required. Computed by spreadsheet.9 Year 2 No entry required. Computed by spreadsheet. 10 Year 3 No entry required. Computed by spreadsheet. 11 Year 4 No entry required. Computed by spreadsheet. 12 Year 5 No entry required. Computed by spreadsheet. 13 Total Costs for 5

YearsNo entry required. Computed by spreadsheet.

7.2.6 Training

The Bidder must enter all training detail and costs, with the exception of contractor trainer staff hours, as required in RFP Section 6 into Worksheet VII-I Training. The Bidder must (at a minimum) include all training related requirements; failure to do so will result in the missed requirements being assumed to be provided at no cost.

The following table provides step by step detailed instructions by column for Worksheet VII-I Training.

Table 7.10 - VII-I Training

Column Title Instructions1 Class Title Enter the title of the training class.2 Location Identify where the training is to be conducted.3 User Group Identify the user group targeted for the training.4 Functionality

TrainedIdentify the functionality covered by the training.

5 Hours Enter the number of hours required to conduct the course.

6 Trainee Count Enter the number of participants in the class.7 One-Time Training

CostsEnter the cost of training (dollars and cents, dollar sign optional) excluding contractor trainer staff hours.

7.2.7 Data Center

The Bidder must enter all Data Center detail and costs as required in RFP Section 6 into Worksheet VII-K, Data Center Pre System Acceptance, VII-K(A) Data Center Hardware, VII-K(B) Data Center Software and VII-L Data Center Post System Acceptance. If there are any software products required for the solution that are not



available as a DTS service offering, those items must be identified with costs on Worksheets VII-D COTS Software and VII-D(A) Microsoft Software. The Bidder must (at a minimum) include all required functionality; failure to do so will result in the missed requirements being assumed to be provided at no cost.

Data Center services are described in the DTS Service Catalog located at http://www.servicecatalog.dts.ca.gov/ . The associated Data Center Products and COMP Codes must be entered on Worksheets VII-K, Data Center Pre System Acceptance and VII-L Data Center Post System Acceptance.

The hardware/software products that will be hosted at the Data Center will be purchased by the Department of Technology Services using the Department of General Services strategically sourced contracts located at http://www.pd.dgs.ca.gov/StratSourcing/default.htm . On Worksheets VII-K(A) Data Center Hardware and VII-K(B) Data Center Software, Bidders must list the hardware and software that support the Data Center service offerings. This information will be used to validate the DTS service offerings listed on Worksheet VII-K Data Center Pre System Acceptance.

Ongoing Data Center costs are automatically calculated for five (5) years using the annual maintenance amount entered for the purchase. Year one (1) ongoing Data Center costs equal the annual maintenance amount. Years two (2) through five (5) assume a two (2) percent escalation rate above the preceding year’s ongoing cost.

The following table provides step by step detailed instructions by column for Worksheet VII-K Data Center Pre System Acceptance. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.11 - VII-K Data Center Pre System Acceptance

Column Title Instructions1 Data Center Hosting

Services-DescriptionReplace text with the Data Center Hosted Service.


Select the appropriate drop down option. Pre-Production, Production.

3 DTS COMP Code Enter the DTS COMP Code for the proposed service as stated DTS Service Catalog.

4 Unit Price Enter the service price per unit (dollars and cents, dollar sign optional).

5 Quantity (Units) Enter the number of units required to satisfy the solution.

6 One-Time Costs No entry required. Computed by spreadsheet.7 Unit Price Enter the service price per unit (dollars and cents,

dollar sign optional).8 Quantity (Units or

Hours)Enter the number of units or hours required to satisfy the solution.

9 Monthly Cost No entry required. Computed by spreadsheet.


http://www.pd.dgs.ca.gov/StratSourcing/default.htm

http://www.servicecatalog.dts.ca.gov/


10 # of Months Enter the number of months hosting months required for pre system acceptance.

11 Total Monthly Charge


12 Annual Costs Enter the purchase price per unit (dollars and cents, dollar sign optional).


14 Total Annual Cost No entry required. Computed by spreadsheet.

The following table provides step by step detailed instructions by column for Worksheet VII-K(A) Data Center Hardware. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.12 – VII K(A) Data Center Hardware


Description Enter the manufacturer’s published description of proposed hardware by each individual item.



3 Model/Part Number Enter the model/part number that the manufacturer uses to identify the item.

4 Manufacturer Enter the manufacturer’s name.5 Quantity No entry required. Automatically populated for

one (1) item.

The following table provides step by step detailed instructions by column for Worksheet VII-K(B) Data Center Software.

Table 7.13 – VII K(B) Data Center Software






Enter the line number from worksheet VII K(A) Data Center Hardware that this item supports.

4 Item/Part Number Enter the item/part number that the manufacturer uses to identify the item.

5 Manufacturer Enter the manufacturer’s name.6 Edition Enter the edition of the item. For example,

Standard, Enterprise, or Professional.



Column Title Instructions7 Quantity (Licenses) Enter the number of licenses required to satisfy

the solution.

The following table provides step by step detailed instructions by column for Worksheet VII-L Data Center Post System Acceptance. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.14 - VII-L Data Center Post System Acceptance

Column Title Instructions1 Data Center Hosting

Services-DescriptionReplace with the Data Center Hosted Service proposed in the solution to produce the UIMOD scope of work.



3 DTS COMP Code Enter the DTS COMP Code for the proposed service as stated DTS Service Catalog.

4 Unit Price Enter the service price per unit (dollars and cents, dollar sign optional).

5 Quantity (Units or Hours)

Enter the number of units or hours required to satisfy the solution.

6 Monthly Cost No entry required. Computed by spreadsheet.7 Monthly Charge

AnnualizedNo entry required. Computed by spreadsheet.

8 Annual Cost Enter the service price per unit (dollars and cents, dollar sign optional).


10 Total Annual Cost No entry required. Computed by spreadsheet.11 Year 1 No entry required. Computed by spreadsheet.12 Year 2 (Assumes a

2% Escalation Rate Above Year 1)


13 Year 3 (Assumes a 2% Escalation Rate Above Year 2)






16 Total 5 Year Cost No entry required. Computed by spreadsheet.



7.2.8 Contractor Staff Work Authorization Rates

The Bidder must enter detail for all staff required by the Bidder in order to produce the UIMOD scope of work into Worksheet VII-M Contractor Staff Work Authorization Rates. The rates cited for all staff will also be the Work Authorization rates as required in the RFP Section 11, Contract, and will be the enforceable rates through the contract term.

The Bidder must (at a minimum) complete the entries for all Key Staff as identified in RFP Section 6A, Project Management, Paragraph 6-A.4.5 Contractor Staff Resources Requirements. Failure to do so may result in the Bidder’s proposal being considered non-responsive. Key Staff and other staff classifications have been categorized under one of four categories as described in Table 7.1-Project Staff Categories for Appendix J. The Bidder must enter detail for project staff under the appropriate category.

Table 7.15– Project Staff Categories for Appendix J

Staff Category Description Examples of Staff Classifications

Project Management Staff

Staff classifications critical to the effective management of the UIMOD project. Incumbents provide key leadership roles in the day-to-day management of the project.

• Project Manager

• Quality Assurance Manager

• Project Scheduler

Senior Technical Staff

Staff classifications requiring high levels of technical expertise and leadership. Incumbents play key roles in developing and delivering project deliverables.

• Software Development Manager

• Senior Software Technical Lead

• Database Designer

Technical Staff Staff classifications requiring technical expertise and competency. Incumbents play supporting roles in developing and delivering project deliverables.

• Programmer/Analyst

• Database Analyst

Support Staff Non-technical staff classifications supporting the UIMOD project effort.

• Clerical

• Documentation Specialist

• Trainer

The Bidder must detail the staff costs for work performed within the contract period and enter an hourly work authorization rate for each staff category in the Year 1 column. The hourly rate will be automatically multiplied by pre-defined annual hours worked for each classification. The annual hours worked for each classification is listed in the worksheet under the Staff Category column. The total annual rate calculated for each staff category will be automatically copied to the columns Year 2



through Year 4. Costs will be evaluated for a four (4) year period because the contract is estimated to be for four (4) years.

The following table provides step by step detailed instructions by column for Worksheet VII-M Contractor Staff Work Authorization Rates. The buff colored rows correspond to the buff colored columns in the associated worksheet.

Table 7.16 - VII-M Contractor Staff Work Authorization Rates


CategoryNo entry required.

2 Year 1 Enter the hourly rate for this staff category.3 Year 2 No entry required. Computed by spreadsheet.4 Year 3 No entry required. Computed by spreadsheet.5 Year 4 No entry required. Computed by spreadsheet.6 Total 4-Year

Rate for Category


7.2.9 Production Support Contract Rates (Mandatory Optional)

The Bidder must detail the staff rates for production support contracts for a period of three (3) years plus two (2), one (1) year extensions in Worksheet VII-N Production Support Contract Rates . See Section 6B.12. Failure to do so may result in the Bidder’s proposal being considered non-responsive. Providing the costs for the production support contract is mandatory for the Bidder, but invoking the contract is optional for the State.

Key Staff and other staff classifications have been categorized under one of four categories as described in Table 7.1-Project Staff Categories for Appendix J. The Bidder must enter a single hourly rate for each staff category in the columns for years 1 through 3, and for extension years 4 and 5. The hourly work authorization rate will be automatically multiplied by a pre-defined annual hours worked for each classification. The annual hours worked for each classification is listed in the worksheet under the Staff Category column.

The rates cited for all staff will also be the hourly rates as required in the RFP Section 11, Contract, and will be the enforceable rates through the optional support contract terms.

The following table provides step by step detailed instructions by column for Worksheet VII-N Production Support Contract Rates (Mandatory Optional). The buff colored rows correspond to the buff colored columns in the associated worksheet.



Table 7.17 - VII-N Production Support Contract Rates (Mandatory Optional


CategoryNo entry required.

2 Years 1 through 3

Enter the hourly rate to be applied to this task for this staff category for years 1 through 3.

3 Year 4 Enter the hourly rate to be applied to this task for this staff category for year 4.

4 Year 5 Enter the hourly rate to be applied to this task for this staff category for year 5.

5 Total 5-Year Rate for Category

No entry required.
