Transmittal Letter - Illinois State Board of Education · PDF filecompliance with your...

3445 Liberty Drive • Springfield, IL 62704 (217) 698-3535 • www.msfw.com

Transmittal Letter Illinois State Board of Education September 29, 2015 Attention: Craig Foxall 100 North First Street W 380 Springfield, IL 62777

RE: IT Business Analyst Special Education Applications – #22036092 Dear Mr. Foxall:

MSF&W Consulting, Inc. is pleased to submit our response to the Illinois State Board of Education RFSP IT Business Analyst Special Education Applications – #22036092.

As required for this bid, MSF&W is certified as a Small Business in the State of Illinois.

Please consider this letter and the following attachments to be our offer to perform in full compliance with your request.

1. Specifications/Qualifications/Statement of Work – Packet 1 2. Pricing– Packet 2 3. SECTION 1 Part C (Offer) and applicable forms in SECTION 3– Packet 3 4. Forms B – Packet 4 5. Redacted Offer – Packet 5

We agree that our offer will remain firm for 120 days from opening date of September 29, 2015.

The contact person for this RFP is as follows:

Contact person: Laurie King Email: [email protected] Consulting Manager P (217) 698-3535 ext. 209 MSF&W Consulting, Inc. F (217) 698-3593 3445 Liberty Drive, Springfield, IL 62704 FEIN # -

We are confident that the individual we have proposed meets and exceeds all of your mandatory requirements and we look forward to begin working on these initiatives as soon as possible. If you have any questions regarding this proposal, please feel free to contact us directly at (217) 698-3535. Thank you in advance for your careful consideration.

Sincerely,

John D. Marucco President MSF&W Consulting, Inc. [email protected] (217) 698-3535, ext. 203

mailto:[email protected]


ISBE | IT Business Analyst Special Education Applications | #22036092 2

Table of Contents

Addendum #1 – Published 09-02-15 ....................................................................................... 3

Addendum #2 – Published 09-03-15 ....................................................................................... 5

Proposal Specification Checklist ............................................................................................. 7

Offeror’s Proposed Solution to Meet the State’s Requirement ................................................ 8

About MSF&W .................................................................................................................... 8

Contractor Qualifications ..................................................................................................... 8

Similar Project Experience .................................................................................................10

MaryAnn Hedlund, PMP – Business Analyst Candidate .........................................................12

References for Business Analyst – MaryAnn Hedlund .......................................................16


Addendum #1 – Published 09-02-15 Identification

Reference Number: 22036092 Agency Reference Number: 586 Agency: SBE - State Board of Education Date First Offered 08/26/2015 Title: SBE: Information Technology Business Analyst (Special Education) Small Business Set-Aside: Yes Does this solicitation contain a BEP or DBE requirement?:

Yes

Does this solicitation contain a Veteran requirement?:

No

Overview

This solicitation addendum is being published to provide Questions and Answers Addendum #1 listed hereto: Question. Are there any existing incumbents on this RFP? Answer: No. Key Information

Solicitation Type: Request for Proposal Category: IT Status: Open Published: 09/02/2015 Due Date: 09/29/2015 Due Time: 2:00 PM Local Time Solicitation Contact

Name: Craig Foxall Address: 100 North First Street Phone: 217.785.8777 Fax: 217.557.5839 E-Mail Address: [email protected] Class Code

Class Codes: NIGP Code

NIGP Commodity/Service Code:

918 66 Human Resources Consulting Services 918 71 IT Consulting

In addition to responding to the attached solicitation document below, you must complete and return the applicable forms accessed via these links.

*Due to software compatibility, you may receive a popup window prompting you for a User Name and


password. Click cancel twice and the document will open. A User Name and password are not required. If you are not using an Illinois Procurement Gateway (IPG) Registration number, then complete and return the FORMS A SECTION document.

• FORMS A.docx If you are using an Illinois Procurement Gateway (IPG) Registration number, then complete and return the FORMS B SECTION document.

• FORMS B.docx If the solicitation contains a BEP Goal, then complete and return the BEP Utilization Plan.

• BEP Utilization Plan If the solicitation contains a Veteran goal, then complete and return the VSB Utilization Plan.

• VSB Utilization Plan The Prime Vendor is required to submit a separate, signed Letter of Intent (LOI) from each BEP/VSB certified vendor.

• Letter Of Intent

Attachments

To download file(s), click on filename(s) located below. Not all Addendums will have files to download. If not logged into the system, a login prompt will display. If you are not registered with the site, click on Registration located at the top of the Illinois Procurement Bulletin Homepage to register.

File Attachments:

http://www.illinois.gov/cpo/general/documents/forms%20A%20Section%20V.15.2.docx

http://www.illinois.gov/cpo/general/documents/forms%20B%20Section%20V.15.2.docx

http://www.illinois.gov/cpo/general/Documents/BEP%20Utilization%20Plan%20v.14.1.pdf

http://www.illinois.gov/cpo/general/Documents/Veteran%20Small%20Business%20Utilization%20Plan%20v.14.1.pdf

http://www.illinois.gov/cpo/general/Documents/Letter%20of%20Intent%20Template%20v.14.1.pdf


Addendum #2 – Published 09-03-15 Identification

Reference Number: 22036092 Agency Reference Number: 586 Agency: SBE - State Board of Education Date First Offered 08/26/2015 Title: SBE: Information Technology Business Analyst (Special Education) Small Business Set-Aside: Yes Does this solicitation contain a BEP or DBE requirement?:

No

Does this solicitation contain a Veteran requirement?:

No

Overview

This solicitation addendum is being published to provide Questions and Answers Addendum #2 and a clarification to the solicitation posting listed hereto: Question: Is ISBE looking for a developer that will act as a technical business analyst and participate in development and maintenance support or a business analyst with experience working on SDLC projects who documents functional and technical requirements? Answer: ISBE is looking for a business analyst with experience working on SDLC projects who documents functional and technical requirements. Clarification: There is no BEP requirement on this solicitation. There is a Small Business Set-Aside requirement. Key Information

Solicitation Type: Request for Proposal Category: IT Status: Open Published: 09/02/2015 Due Date: 09/29/2015 Due Time: 2:00 PM Local Time Solicitation Contact

Name: Craig Foxall Address: 100 North First Street Phone: 217.785.8777 Fax: 217.557.5839 E-Mail Address: [email protected] Class Code

Class Codes: NIGP Code


NIGP Commodity/Service Code:

918 66 Human Resources Consulting Services 918 71 IT Consulting

In addition to responding to the attached solicitation document below, you must complete and return the applicable forms accessed via these links.

*Due to software compatibility, you may receive a popup window prompting you for a User Name and password. Click cancel twice and the document will open. A User Name and password are not required. If you are not using an Illinois Procurement Gateway (IPG) Registration number, then complete and return the FORMS A SECTION document.

• FORMS A.docx If you are using an Illinois Procurement Gateway (IPG) Registration number, then complete and return the FORMS B SECTION document.

• FORMS B.docx If the solicitation contains a BEP Goal, then complete and return the BEP Utilization Plan.

• BEP Utilization Plan If the solicitation contains a Veteran goal, then complete and return the VSB Utilization Plan.

• VSB Utilization Plan The Prime Vendor is required to submit a separate, signed Letter of Intent (LOI) from each BEP/VSB certified vendor.

• Letter Of Intent

Attachments

To download file(s), click on filename(s) located below. Not all Addendums will have files to download. If not logged into the system, a login prompt will display. If you are not registered with the site, click on Registration located at the top of the Illinois Procurement Bulletin Homepage to register.

File Attachments:

http://www.illinois.gov/cpo/general/documents/forms%20A%20Section%20V.15.2.docx

http://www.illinois.gov/cpo/general/documents/forms%20B%20Section%20V.15.2.docx

http://www.illinois.gov/cpo/general/Documents/BEP%20Utilization%20Plan%20v.14.1.pdf

http://www.illinois.gov/cpo/general/Documents/Veteran%20Small%20Business%20Utilization%20Plan%20v.14.1.pdf

http://www.illinois.gov/cpo/general/Documents/Letter%20of%20Intent%20Template%20v.14.1.pdf


Proposal Specification Checklist IT Business Analyst (Special Education) – #22036092

Responsive Category Program Specifications

Vendor's Proposal Page

Ref.

Business Analyst

Qualifications

(Business Analyst)

The degree to which the candidate demonstrates communication (oral and written) skills and the ability to gather, learn, simplify and translate business requirements from the program area to the development team into application and operational requirements. (150 points).

Page 12

Qualifications

(Business Analyst)

The degree to which the candidate demonstrates strong analytical skills to properly interpret and translate business needs (data, documents, user input, procedures and work flows) to determine which course of action will result in the best solution. (150 points)

Page 13

Qualifications

(Business Analyst)

The degree to which the candidate demonstrates the ability to manage projects: planning the project scope, directing staff members, and handling change requests. (150 points)

Page 13

Qualifications

(Business Analyst)

The degree to which candidate demonstrates knowledge of industry best practices in application development and techniques. (200 points)

Page 14

Education Data System Qualifications

(Business Analyst)

The resume and narrative description submitted by each candidate will be evaluated against how the proposed candidate’s knowledge of education data systems will contribute to likelihood of success as a business analyst. (100 points)

Page 15


Offeror’s Proposed Solution to Meet the State’s Requirement Vendor Response:

MSF&W has thoughtfully reviewed and prepared this response and offers our assistance to the Illinois State Board of Education to provide one Business Analyst on a time-and-materials basis to assist in the development and maintenance of Special Education web-based and LAN-based applications.

About MSF&W

MSF&W is Springfield based and was founded in 1991. We are located at 3445 Liberty Drive, Springfield, IL, just minutes from the State Board of Education. We maintain a full-time staff of approximately 40 IT professionals with expertise ranging from project management, analysis, design and development to information architecture, usability and accessibility testing, training, and end-user support. We have been in leadership and advisory roles to our clients as well as developing applications utilizing current industry trends throughout the United States. We have been involved in systems integration and development on several major multi-year projects and provided long term support spanning several years. Our goal and focus is to define solutions for our clients that can improve service delivery, business processes and staff performance, while decreasing operational costs and meeting the demands of everyday business process change through improved access to information.

Our Philosophy

MSF&W has always subscribed to, and has been guided by a project-oriented philosophy and methodology driven structured approach for each client initiative to provide a controlled discipline from conceptualization to implementation.

To support this philosophy, MSF&W has developed a very disciplined and structured hiring process. Before we invite someone to join our team, that individual will have completed multiple interviews with management, technical managers, human resources, and other team members. Through this multifaceted screening process, we are able to evaluate their technical ability, their experience working in a structured team environment and their personality. This extensive process also allows us ample opportunity to judge candidate’s integrity and other non-technical attributes. This helps us determine if they have the potential to be a successful MSF&W consultant.

Contractor Qualifications

MSF&W has significant experience in the education market, specifically in the collection and reporting of data and extensive experience with the ISBE Department of Special Education, having successfully completed the Special Education Student and School Data Study, and the Longitudinal Data System. MSF&W has direct and recent experience working with ISBE to configure and build the ILDS SharePoint Knowledge Management System.


MSF&W has knowledge and experience working with ISBE stakeholders, understands the current ISBE application development standards and procedures, and has proposed a consultant that is experienced in web-based systems.

Of particular interest to ISBE, MSF&W has a number of consultants either currently working or with recent ISBE IT experience.

• Jeremy Peck has been the Project Lead on the Statewide Special Education Reporting System since 2010.

• Ken White and Amanda Underfanger are SharePoint/Business Intelligence developers assisting ISBE’s IT Division with various agency SharePoint/BI applications.

• Kiran Sripathi is a programmer/analyst assisting ISBE’s IT Division in the development and maintenance of various agency web-based applications.

• Bob O’Keefe has been a Project Manager on the Illinois Longitudinal Data System since 2011.

• Jeff Wheaton, Jonathan Nuttall, Camron Yates, and Amanda Underfanger completed the SharePoint Knowledge Management Implementation in 2013, and Camron provided support and maintenance of the SharePoint system through June of 2014.

MSF&W’s consultants have experience working on the following ISBE systems:

• ILDS System • Special Education Student and School Data Study • Special Education Monitoring and Reporting • School Report Card • General Accounting System (MIDAS), Cash Receipts, Years 1-5 of the Report Card System,

Teacher Certification, Child Nutrition

MSF&W’s staff are familiar with both the Family Educational Rights and Privacy Act (34 CFR 99) and the Illinois School Students Records Act (105 ILCS 10). In addition, our consultants are experienced in developing systems that will meet the Illinois Public Act 95-307, that requires all information technology, including electronic information, software systems, and equipment, developed or provided under this contract to comply with the applicable requirements of the Illinois Information Technology Accessibility Act Standards (IITAA).

Below we have detailed some of our prior and current web-based application projects. We have listed those key projects below to illustrate our ability to assist ISBE in the development and maintenance of various agency web-based applications.


Similar Project Experience

Client: Illinois State Board of Education Project: Special Education Student and School Data Study

MSF&W provided consulting services to the Illinois State Board of Education (ISBE) to identify enhance and align special education student and school data and develop a framework for integrating and analyzing critical indicators with the Illinois Continuous Improvement Plan (ICIP). MSF&W provided a Project Manager and 2 application developers. We also supplemented our staff with 3 nationally recognized Subject Matter Experts who brought broader design considerations and Federal regulatory knowledge to the project.

Client: Illinois State Board of Education Project: Enhancement and Re-Engineering of the ISBE Entity System

MSF&W was responsible for the requirements study, stakeholder interviews, observations, JAD sessions to define requirements, business rules and data model for an Entity System. The principal goal of this project was to consolidate the entity portions of the Region County District School file (CDS), MIDAS accounting system, Child Nutrition System (CNS) and Master Mail data tables without compromising any existing functionality in these systems.

Client: Department of Education for the State of Vermont

Project: Best Practices for School Districts

State of Vermont Department of Education selected MSF&W to assess the technical capacity of school districts and supervisory unions to provide data to the Vermont Department of Education and to evaluate the feasibility of collecting school-level fiscal data

Client: Illinois Math and Science Academy Project Consolidated Student Repository

MSF&W designed, developed and implemented a new data repository and analytical system for IMSA. IMSA had multiple systems and applications hosted internally and externally, and needed a custom data repository and reporting system that would allow them to better analyze student data and longitudinal trends.

Client: : Illinois Math and Science Academy Project: Consolidated Academy Repository

MSF&W won the Phase 2 project at IMSA to design, develop and implement a new Institute Repository. This system was designed to track and analyze IMSA’s data for non-student based systems. The system combines academy data from all of the disparate systems into one repository, which allows IMSA to better analyze data and longitudinal trends. MSF&W leveraged IMSA’s Student Repository System and expanded it by including additional tables, ETL processes and reports.


Client: Illinois State Board of Education Project: SharePoint Knowledge Management Implementation

The MSF&W. team designed, developed and implemented a Knowledge Management System based on the Microsoft SharePoint platform. This system was developed as a tool for the Center for Performance to better manage projects and data requests. This was ISBE’s first attempt implementing a SharePoint environment, and was architected as a potential enterprise solution for collaboration, standardization and efficiency throughout the agency.

Client: SIU Center for Workforce Development

Project: Illinois Share Learning Environment

MSF&W team developed the ISLE informational website. This site provides information to the public about the ISLE applications that are currently under development or procurement, the Open Educational Resources (OER) which are one-click access to open, standards-aligned educational content, and the ISLE collaboration tools. This site was developed in SharePoint 2013.


MaryAnn Hedlund, PMP – Business Analyst Candidate MSF&W is pleased to present MaryAnn Hedlund as a Business Analyst candidate for this ISBE initiative. MaryAnn will be available within 2 weeks of contract execution.

MaryAnn Hedlund has been an employee of MSF&W since 1995. She has over 22 years’ experience as a Senior Business Analyst and Project Manager. Experience includes:

• Experience working with Education Data systems (student and school data). • Extensive experience with full SDLC projects. • Agile, Waterfall and Iterative Methodologies. • Experience using “SMART” requirements, both functional and technical requirements. • Senior Business Analyst on a 5+ year project to replace 2 legacy systems with web-

based .NET applications. • Project Manager/Senior Business Analyst for the Illinois Department of Human Services,

“Virtual Case Manager” project. This project was a 2001 NASIRE Accessibility Award Nominee.

The degree to which the candidate demonstrates communication (oral and written) skills and the ability to gather, learn, simplify and translate business requirements from the program area to the development team into application and operational requirements..

MaryAnn Hedlund – 15+ years’ experience.

Vendor Response:

MaryAnn has over 15+ years’ experience gathering, learning, simplifying and translating business requirements from the program to the development team into application and operational requirements. This experience includes new development projects, and working on existing systems for enhancements / upgrades.

Currently, MaryAnn is working at DHS as the Senior Business Analyst for the maintenance and upgrades of the CARS onBase system. She is responsible for soliciting, documenting and translating client requirements, business needs and project objectives. She then hands off the requirements to the development team to implement.

MaryAnn was a Senior Business Analyst for a 5 year custom development, system replacement project. Developing functional and system requirements, all documentation, change control processing and reporting, researching and managing requirement clarifications were MaryAnn’s responsibilities.

Major Project Experience

Horace Mann APM project- Full life cycle, enterprise-wide, custom development/system replacement. – 5 years

DHS ORS/VCM project – Full life cycle custom development case management system – 5 years

CQuest – Full Life Cycle, customized case management system – 2 years.

Horace Mann – Windows 7 Migration – hardware upgrade – 1 year


Illinois Math and Science Academy - Student and School Data Repository – Full life cycle, custom design, development and implementations of data repositories. 2 years

The degree to which the candidate demonstrates strong analytical skills to properly interpret and translate business needs (data, documents, user input, procedures and work flows) to determine which course of action will result in the best solution.


Vendor Response:

MaryAnn has over 22+ years’ of project experience demonstrating her analytical skills. MaryAnn has interpreted and translated business needs/requirements, has extensive documentation experience, and designed and developed workflows, process flows, and design documents. MaryAnn’s strength is establishing client requirements, business needs, project objectives, and translating that to the development team. She regularly interfaces with executive level stakeholders, legal, policy and communication staff when gathering requirements and change requests. She routinely facilitates communication between the business and development teams to ensure field mapping documentation is correct.







The degree to which the candidate demonstrates the ability to manage projects: planning the project scope, directing staff members, and handling change requests.


Vendor Response:

MaryAnn is PMP certified and has been in project management roles for the last 15 years. As the Senior Business Analyst on many projects, MaryAnn found she was also doing a lot of project management work. About 8 years ago, MaryAnn received her PMP certification. She has experience developing project plans, staffing allocations, budgeting, directing staff members and handling change requests from clients.

One of her biggest PM roles was for DHS on the ORS/VCM project. Not only did she do the work of both the BA and Project Manager, she also successfully planned and implemented the case management system rollout to over 1,000 users, and 70 statewide sites.


While working for CQuest, MaryAnn managed an off-site development team and the client and multiple external stakeholders. She was responsible for creating the project charter, project plan, communication plan, change management plan, test plan while also documenting nonfunctional requirements.







The degree to which the candidate demonstrates knowledge of industry best practices in application development and techniques.


Vendor Response:

MaryAnn has extensive experience working on full life cycle application development projects. She has worked on Agile, Waterfall, Iterative, RUP and XP methodology based projects. These methodologies all contain guidance about how to execute the process and templates for artifacts. All follow best practices in application development.

MaryAnn believes that gathering and agreeing on requirements is fundamental to a successful project. She has worked on very structured projects where they kept a requirements and traceability matrix, and documented and traced every bug/enhancement back to specific requirements. MaryAnn has experience with both functional and non-functional requirements, and has designed Use Cases for functional requirements, and described performance and system characteristic of an application for non-functional requirements.

MaryAnn also knows how important selecting the right architecture for different applications can determine if a project is going to be successful or fail. Applying well-known industry architecture best practices is a must.

MaryAnn’s experience as a Project Manager and Business Analyst has allowed her to be involved in a variety of projects, all using best practices at the time.








Experience/knowledge working with Education Data Systems.

MaryAnn has worked on the Illinois Math and Science Academy Student and School Data Repository projects. MSF&W designed, developed and implemented a new data repository and analytical system for IMSA. IMSA has multiple systems and applications hosted internally and externally, and has requested a data repository and reporting system that will combine student data from multiple sources which will allow them to better analyze student and institutional data and longitudinal trends. This experience with student and school data has given MaryAnn the exposure to rules specific to Illinois. She also has an understanding of how outside groups use this data to make data driven decisions.


References for Business Analyst – MaryAnn Hedlund

1. Lawrence Bergie, Chief Information Officer, Illinois Math and Science Academy, [email protected], (630) 907-5974

2. Noe Chaimongkol, Office of the Senate President, Deputy Director Of Policy Budget, [email protected] (217) 782-0079

3. Mike Scott, Department of Human Services, Rehabilitation Technology, [email protected] (217) 524-5038

4. Kevin Davis, President and CEO at CQuest, [email protected], (217) 541-7387






Résumé for Business Analyst – Mary Ann Hedlund, PMP

Mary Ann Hedlund, PMP Project Manager

PROFESSIONAL PROFILE

• Versatile, practical information technology professional with 22 years’ experience as a Project Manager and Senior Business Analyst.

• Experience with Agile software development. • Lead BA on a 5+ year project to replace two legacy systems with web-based .NET

applications. • Experience with full software development life cycle including design, development and

testing. • Project Manager for the Illinois Department of Human Services, “Virtual Case Manager”

project. This project was a 2001 NASIRE Accessibility Award Nominee.

TECHNICAL EXPERIENCE

Background Experience Project Management, Systems Implementation, Business Analysis, Web Development, Client Server Development, SDLC, Use Cases/UML, Object and Data Modeling, Database Design

Development Languages VB.NET, C#, HTML, Forte, PowerBuilder

Software MS Project, MS SharePoint, MS Visual Studio, MS Team Foundation Server, MS Access, Tableau Software

Databases MS SQL Server, MS Access

Process, SCM, Modeling Agile/Scrum, Extreme Programming

Accessibility Illinois Web Accessibility Standards, W3C Compliance Testing, Accessibility Audits, Accessibility Training, ZoomText, JAWS, Dragon NaturallySpeaking

EDUCATIONAL BACKGROUND

University of Illinois, Urbana-Champaign

B.S. Mathematics & Computer Science (1988)

Project Management Institute Project Management Professional (2010)


RELEVANT EXPERIENCE

MSF&W Consulting, Inc. 1995 - Present Senior Project Manager

Client: Department of Human Services Project: Consolidated Accounting and Reporting Systems (CARS) Serving as a Senior Business Analyst on a multi-year project for the maintenance and upgrades of the CARS onBase System, Advanced Budget Preparation, Advanced Grants, Advantage Desktop and Advantage/DS systems.

Responsibilities:

• Establishing client requirements, business needs and project objectives. • Main contact between developers and users to translate business requirements into

technical specifications. • Managed project tasks to both schedule and budget projections. • Requirements gathering and documentation for the existing system. • Develop and document both system and functional requirements. • Research and manage requirement clarification questions from the design and development

teams.

Client: Illinois Math and Science Academy Project: Consolidated Student Data Repository and Analytics System

MSF&W is designing, developing and implementing a new data repository and analytical system for IMSA. IMSA has multiple systems and applications hosted internally and externally, and has requested a data repository and reporting system that will combine student data from multiple sources which will allow them to better analyze student and institutional data and longitudinal trends.

Responsibilities: • Meet with IMSA subject matter experts during discovery phase to outline the existing source

data. • Assist with the design and development of a data repository in SQL. • Assist with the design, development of ETL processes to cleanse, import and validate

source data. • Assist with design and development of Tableau visualizations based on repository data. • Requirements gathering and documentation for the new system. • Develop and document both system and functional requirements. • Research and manage requirement clarification questions from the design and development

teams Environment: Visual Studio 2012, C# .NET 4.5, SQL Server 2008, ASP.NET MVC 4, Entity Framework 4, Jquery, AJAX, CSS, HTML5, SSRS, Tableau, Team Foundation Server

Client: Academic Development Institute


Project: IndiStar software

Project management and status tracking for multiple projects for software development staffing augmentation.

Responsibilities: • Tracked and reported status for multiple projects • Created Project estimates • Change management • Participated in prioritization and scheduling with client Environment: Visual Studio 2012, C# .NET 4.5, SQL Server 2008, ASP.NET MVC 4, Entity Framework 4, Jquery, AJAX, CSS, HTML5, SSRS, Team Foundation Server

Client: Office of the Senate President Project: Senate Office Legislation Analysis and Reporting (SOLAR)

Replacement of aging MS Access software with web-based application for analysis and reporting of proposed legislation.

Responsibilities: • Application design, testing and implementation • Managed project tasks to both schedule and budget projections • Interfaced with legal, policy and communications staff to gather requirements and change

requests • Coordinated with IT professionals to meet specifications • Documented technical guides and user guides Environment: Visual Studio 2012, C# .NET 4.5, SQL Server 2008, ASP.NET MVC 4, Entity Framework 4, Jquery, AJAX, Bootstrap JS, CSS, HTML5, SSRS, Team Foundation Server

Client: Illinois State Treasurer’s Office Project: E-Pay web site

Design, development and support of web-based application which allows customizable interface for different entities to collect payments.

Responsibilities: • Tracked requests and open issues • Management of development staff • Testing and quality assurance • Managed project budget • Documented user training manual • Conducted training for IT staff to transition for ongoing system maintenance Environment: Visual Studio 2012, VB .NET 4.5, SQL Server 2008, ASP.NET MVC 4, Entity Framework 4, Jquery, AJAX, CSS, HTML5, SSRS, Team Foundation Server


Client: Horace Mann Insurance Company Project: Windows 7 Migration Managed the project to migrate 1,700 agent laptops from Windows XP to Windows 7 while upgrading tools and infrastructure for network access, software deployment and data backup.

Responsibilities:

• Plan and manage effort to design, implement and test the new infrastructure to support off-site agent laptops.

• Coordinate 50+ team members from multiple technical teams to deliver software and solutions for support of agent laptops.

• Coordinate unit test, functional test and integration testing efforts as well as pilot implementation

• Plan effort to roll-out 1,700 laptops to off-site agents • Risk management, change management and issue escalation

Client: American Hospital Association and Illinois Hospital Association Project: Document Remediation

Participated in the initiative to ensure that all public documents and presentation materials are accessible to people with disabilities.

Responsibilities:

• Track all documents received and communicate regarding the document status. • Prioritize work to ensure all documents are completed by their specific need date. • Test and remediate PDF documents, PowerPoint presentations to ensure 508 compliance

for live presentation training initiatives conducted by the AHA. • Provide accessible PDF versions of each PowerPoint presentation. • Review and remediate weekly report documentation consisting of MS Word, MS Excel and

MS PowerPoint to ensure Section 508 compliance.

Client: CQuest Project: Early Intervention case management system

Managed the customized case management and billing system for Early Intervention. Primarily requirements and design phase with some “agile” development.

Responsibilities:

• Managed an off-site development team, the client and multiple external stakeholders. • Oversaw the customization of a third party product. • Created project charter, project plan, communications plans, change management plans,

test plans; documented non-functional requirements, etc. • Assisted in Design and Business Requirements. • Implemented CustomerWise to use as defect tractor.


Client: Horace Mann Insurance Company Project: Auto Property Modernization Project

Lead Business Analyst for a local insurance company supporting an enterprise wide web development effort to modernize both Auto and Property quotes and insurance applications.

Responsibilities:

• Requirements gathering and documentation for a Web-based system. • Developing system and functional requirements. • Change Control processing and reporting • Research and manage requirement clarification questions from the design and development

teams • Facilitate communication between the business and development teams to ensure field

mapping documentation is complete. • System testing and Defect Analysis • Support for large development and testing teams • Working with diverse teams from underwriting, pricing, regulatory, customer service,

marketing and finance.

Client: Illinois Department of Human Services Project: Accessibility Solutions: OneNet Web-site Enhancements

Project Manager for OneNet web site enhancements and conversion from .NET 1.1 to .NET 2.0 and SQL Server 2005.

Responsibilities:

• Utilized .NET Team Tools for version control and project tracking/task assignment. • Developed in XML, CSS, and accessible HTML. • Researched .NET Windows Workflow Foundation. • Web application with ASP and JavaScript client pages and C# for backend (code behind). • Conversion of an ASP.NET application to .NET 2.0. Moved to production in Aug. 2006.

Project Manager for MSF&W’s Accessibility Team.

• Phase II SBIR grant to fully develop an authoring tool that promotes accessibility. • Research and develop accessible systems. • Analyzing accessibility guidelines for systems, researching available accessibility tools,

exploring alternative software development products. • Accessibility Audits.

Client: Illinois Department of Human Services Project: ORS/VCM Project

Project Manager/Lead Business Analyst for the Virtual Case Management project, managing an 8-person team for 5 years through full system development life cycle, from conception and design to implementation and enhancements.


Responsibilities:

• Facilitated JADs for process redesign resulting in use cases, data models, object models and system prototypes. Iterative process produced consensus with users and support from management.

• Analyzed user requirements, documented system use cases and designed user interface. • Applied object-oriented modeling and programming techniques for client/server

development using Forte and DB2. • Planned and implemented case management system rollout to 850+ users at 70 sites

statewide with MQ Series interface to legacy IMS system. • Planned and coordinated user testing efforts prior to system implementation and for

subsequent releases. • Designed the system enhancement to provide mobile laptop use for 300 users statewide,

including database replication for over 200 tables. • Built internal relationships and facilitated communications between developers, software

administration, network administration, data modelers, DBAs, help desk and end users. • Mastered use of several assistive technology tools for testing and providing an accessible

user interface for users who are blind or have physical disabilities. • Led research and planning for conversion of entire Forte client server/application to Java-

based web application to be developed in IBM WebSphere.

Client: Illinois Department of Human Services Project: ORS/VCM Project

Project leader for the Office of Rehabilitation Services (ORS) to research and develop accessible systems.

Responsibilities:

• Researching ways to make software applications and web sites accessible to individuals with disabilities.

• System accessibility was achieved by designing and developing the system and associated screen layouts to be compatible with 3rd party accessibility tools for screen magnification, screen readers and voice input.

• In addition to prototype applications, the team developed a set of standards for developing accessible applications and an audit control checklist.

Other Projects

• Developed a Grant Tracking application for the Illinois Department of Rehabilitation Services. The application allows users to search for appropriate funding sources by matching against user specified criteria. It also provides tracking and reporting of services performed such as funding referrals, technical assistance and letters of support.


D.3. MILESTONES AND DELIVERABLES:

D.3.1. The Programmer Analyst will work under the direction of ISBE IT management (hereafter referred to as management) on a time-and-materials basis in the development, maintenance, and support of various agency web-based applications as determined and defined by management’s weekly/quarterly work plan.

D.3.1.1. The Programmer Analyst will be responsible for the overall general development, maintenance, and support of various agency web-based applications as defined in the work plan (see SECTION 1, part D.6.1). The Programmer Analyst will work with ISBE staff (as assigned and/or approved by management) in the creation and customization of queries, development of reports, fulfillment of Freedom of Information Act (FOIA) data requests, and maintenance of various agency systems.

D.3.1.2. As defined and approved by management, the Programmer Analyst will support ISBE staff by:

D.3.1.2.1. assist staff with the implementation of system enhancements/modifications necessary to meet internal agency needs and to ensure compliance with state and federal mandates;

D.3.1.2.2. continuing work as related to ISBE’s ongoing efforts to simplify and

streamline data collection, and state and federal reporting processes.

D.3.1.2.3. implementing programming modifications necessary to improve

system performance and availability, improve data quality, and assist staff with data collection and reporting;

D.3.1.2.4. continuing work as determined by management as related to the

Agency’s on-going efforts to transform the Illinois Education Data Systems into a sustainable, cost-effective and integrated statewide data solution;

D.3.1.2.5. as defined and approved by management, assisting the Illinois

Longitudinal Data System (ILDS) Project Team with the programming and database modifications necessary to facilitate the loading, usage, linkage and reporting of the data in the ISBE data warehouse; and

D.3.1.2.6. providing accurate information for state and federal reporting,

including Education Data Exchange Network (EDEN)/EDFacts reporting, internal data requests, and Freedom of Information Act (FOIA) requests – meeting required/defined timelines.


D.3.2. Treatment of and Access to State Data

Notwithstanding anything to the contrary herein, State shall be and remain, at all times, the sole and exclusive owner of the State Data (including any modification, compilation, or derivative work therefrom and all intellectual property and proprietary rights contained therein or pertaining thereto) and, effective in each case upon the creation of any such items, Vendor hereby has no rights to such State Data except that Vendor is hereby granted a license to use and copy the State Data solely for purposes of carrying out its duties hereunder during the term and solely to the extent that Vendor requires access to such data to provide the Services as contemplated by this Contract during its term. Vendor shall not commercially exploit the State Data, or do any other acts that may in any manner adversely affect the integrity, security or confidentiality of such items, other than as specified herein or as directed by State in writing.

D.3.3. Transfer/Migration of State Data

Prior to completion or termination of the contract, and at no additional cost, Vendor will ensure that all data is delivered to the Agency as an Excel Spreadsheet backup file containing all data in a relational format including a data model and data dictionary, and shall provide technical assistance to transfer the data to a new or replacement system. Vendor agrees to clear the State’s data from all computers as per the methods specified below: After transfer of data back to Agency and/or migration of data to a new or replacement system, Vendor agrees to clear the State's data that resides on its computer hardware or software by erasing or wiping/sanitizing in a manner that prevents retrieval of electronically stored information. The following method shall be used to accomplish the clearing of data: (i) overwriting the previously stored data on a drive or a disk at least 10 times and (ii) certifying in writing that the overwriting process has been completed by providing the following information: (1) the serial number of the computer or other surplus electronic data processing equipment; (2) the name of the overwriting software used; and (3) the name, date, and signature of the person performing the overwriting process. If the method above will not prevent retrieval of the electronically stored information, a method such as burning in a pyrolytic furnace or other incinerator or incendiary device, destroying in a dry pulverizing system, shredding, grinding, milling, knurling, disintegration, or degaussing is appropriate and Vendor will be required to certify in writing the method used including the date and time of data destruction.

D.4. OFFEROR / STAFF SPECIFICATIONS:

Criteria for Responsiveness (maximum 850 points): The total number of points available for responsiveness is 850: 725 points for qualifications, 25 points for the


education data system qualifications, and 100 points for client references. Proposals that receive fewer than 80% of the points for the qualifications and education data system qualifications will not be eligible to move on to the following phases: client references, cost evaluation, or award.

D.4.1. Qualifications (725 points): D.4.1.1. Programmer Analyst Qualifications (1 position available) will be

evaluated as follows: D.4.1.1.1. The degree to which the candidate demonstrates

expertise working with ASP.NET. (175 points)

D.4.1.1.2. The degree to which the candidate demonstrates expertise working with VB.NET. (175 points)

D.4.1.1.3. The degree to which the candidate demonstrates expertise working with Microsoft SQL Server 2008/2012/2014. (200 points)

D.4.1.1.4. The degree to which the candidate demonstrates expertise working with Crystal Reports and/or Reporting Services. (75 points)

D.4.1.1.5. The degree to which the candidate demonstrates expertise working with AJAX & JQuery. (50 points)

D.4.1.1.6. The degree to which the candidate demonstrates expertise working with Microsoft Business Intelligence tools. (50 points)

D.4.2. Education Data System Qualifications (25 points): The resume and

narrative description submitted by each candidate will be evaluated against how the proposed candidate’s knowledge of education data systems will contribute to likelihood of success as programmer analyst. (25 points)

** Only vendors receiving 80% (600 points) of the points available for qualifications and education data system qualifications will move on to the candidate references phase.

D.4.3. Client References - 2 (100 points – 50 points for each client):

Only vendors receiving 80% of the points (600 points) available for qualifications and education data system qualifications will move on to the client references phase. ISBE will select, interview and score two of the four references. Each interview will be worth 50 points based on the rubric below. If ISBE is unable to contact or score at a minimum two references of the four included in offeror’s proposal, a score of zero will be assessed for each reference not scored by ISBE.


D.4.3.1. Please describe how satisfied you were with the services delivered by this candidate? Did the candidate meet assigned timelines? (10 points)

D.4.3.2. Did the candidate demonstrate a high degree of professionalism and strong capabilities taking direction from a management team? Please explain? (10 points)

D.4.3.3. What was the candidate’s greatest strength? How did candidate’s work impact the project you engaged them for? (10 points)

D.4.3.4. Was the candidate able to work in a complex environment and take multiple perspectives into account? Please explain? (10 points)

D.4.3.5. Would you hire this candidate again? Why? (10 points) ** Only vendors receiving 80% (680 points) of the points available for qualifications, education data system qualifications, and references will move on to the pricing phase.

D.4.4. Criteria for Pricing (150 points):

(Only vendors receiving 80% of the points available for qualifications, education data system qualifications, and references will move on to the pricing phase.)

D.4.4.1. Price will be determined using the following formula:

D.4.4.2. Maximum Price Points X (Lowest Price/Offeror’s Price) = Total Price Points

D.4.4.3. If ISBE does not consider the proposed price to be fair and reasonable, and it cannot negotiate to an acceptable price, then ISBE reserves the right to cancel the award and take appropriate action to meet its needs. ISBE will determine whether the cost is fair and reasonable by considering the proposal, including the bidder’s qualifications, the bidder’s reputation, the price proposed, other known prices, the project budget, and other relevant factors.

D.4.5. Replacement Candidates

D.4.5.1. Vendor shall provide appropriate staff to carry out all aspects of the Vendor’s responsibilities under the contract. The programmer


analyst assigned by Vendor to the project shall possess the skills, abilities and experience necessary to successfully perform the roles to which they are assigned. The Vendor shall not knowingly offer a programmer analyst who is unfit and unskilled for the work to be performed.

D.4.5.2. Vendor shall dedicate an individual to serve in programmer analyst position described herein. If the programmer analyst becomes unavailable, Vendor shall notify the State in writing as early as possible.

D.4.5.3. If programmer analyst becomes unavailable during the term of the contract or it is determined by ISBE that 1) the programmer analyst’s performance is unsatisfactory or 2) the programmer analyst cannot perform the objectives of the contract, the Vendor will have ten (10) working days to provide a suitable replacement candidate. A replacement candidate must have qualifications that are equal to or better than those of the programmer analyst being replaced, and ISBE must approve the replacement candidate prior to assignment to the project.

D.4.5.4. If ISBE accepts a replacement candidate, the Vendor shall provide the replacement candidate at the same or a lower hourly rate than the programmer analyst being replaced, and, at no additional charge, for as many hours as ISBE requires to complete any orientation and attain the level of project proficiency of the programmer analyst that is being replaced. Orienting is defined as the replacement candidate becoming acquainted with the State of Illinois, ISBE, and the project environment.

D.4.5.5. If, during the course of the contract, the Vendor is unable to propose, within 10 working days of the program analyst becoming unavailable or the determination by ISBE that a program analyst is performing unsatisfactorily or cannot perform the objectives of the contract, a replacement candidate who meets the position requirements, ISBE reserves the right to cancel the contract in whole or in part without penalty.

D.4.5.6. During the term of the contract and any renewal option, Vendor will maintain current information about formal education, training, certifications and licenses of the programmer analyst. The Vendor will maintain current information about skills and experience acquired through similar engagements. The Vendor shall make any and all of this information immediately available to ISBE, upon request.


D.5. TRANSPORTATION AND DELIVERY TERMS: N/A

D.6. OFFEROR’S PROPOSED SOLUTION TO MEET THE STATE’S REQUIREMENTS: Please either respond in the space below or in the following prescribed format:

D.6.1. WORK PLAN REQUIREMENTS

The proposal must include:

D.6.1.1. A brief description of the contractor’s organization (if applicable);

D.6.1.2. A resume for each proposed candidate for the programmer analyst position;

D.6.1.3. A narrative describing the candidate’s qualifications and experience in performing work of a similar nature. Proposed candidates should describe in detail all prior or current projects as they relate to the duties listed in Section D.3 and D.4 of this RFSP; and

D.6.1.4. In order to meet the requirements of Section A.18 and References Part J, the names, addresses, and telephone numbers of four professional references. (These references should not be from ISBE employees or members of the Board.)

MSF&W’s response begins on Page 8.

D.7. SUBCONTRACTING

D.7.1. Subcontractors are allowed. A subcontractor is a person or entity that enters into a contractual agreement with a total value of $50,000 or more with a person or entity who has a contract subject to the Illinois Procurement Code pursuant to which the person or entity provides some or all of the goods, services, real property, remuneration, or other monetary forms of consideration that are the subject of the primary State contract, including subleases from a lessee of a State contract. If subcontractors are to be utilized, Offeror must identify subcontractors expected to receive $50,000 or more annually under the contract and disclose the expected amount of money each will receive in the Subcontractor Disclosure form found in Section 3 Part I.

D.7.2. The Offeror shall notify the State of any additional or substitute subcontractors hired during the term of the contract. If required, Offeror shall provide the State a copy of all such subcontracts within fifteen (15) days after execution of the contract or the subcontract, whichever occurs later.

D.7.3. Any subcontracts entered into prior to award of the contract are done at the sole risk of the Offeror and subcontractor(s).

At this time, MSF&W is not proposing the use of any subcontractors.


D.8. WHERE SERVICES ARE TO BE PERFORMED

MSF&W has read through the requirements under D.8, understands them, and will comply.

D.8.1. Unless otherwise disclosed in this section, all services shall be performed in the United States. This information and the economic impact on Illinois and its residents may be considered in the evaluation. If the Offeror performs the services purchased hereunder in another country in violation of this provision, such action may be deemed by the State as a breach of the contract by Offeror.

D.8.2. Offeror shall disclose the locations where the services required shall be performed and the known or anticipated value of the services to be performed at each location. If the Offeror received additional consideration in the evaluation based on work being performed in the United States, it shall be a breach of contract if the Offeror shifts any such work outside the United States.

D.8.3. Location where services will be performed: ISBE office, 100 North First Street, Springfield, IL

D.8.4. Percentage of contract of services performed at this location: 100 percent of services to be performed on location except when travel is required by ISBE for completion of various assigned projects or unless otherwise agreed to by ISBE management.

Include Part D and related attachments in Packet 1

Transmittal Letter - Illinois State Board of Education · PDF filecompliance with your...

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