13123-CONTRACT AMENDMENT #1.PDF

AMENDMENT No. I
To
TREASURER INFORMATION SYSTEM (TIS) CONSULTANT
SERIAL NO. 13123-RFP
Between
Grant Thornton LLP
Maricopa County, Arizona
WHEREAS, Maricopa County, Arizona ("County") and Grant Thornton, LLP
("Contractor or Consultant") have entered into a Contract for a Treasurer Information System
(TIS) Consultant dated February 26, 2014 ("Agreement") and effective February 26, 2014 under
County Contract No. 13123-RFP.
WHEREAS, County and Contractor have agreed to further modify the Agreement by
changing certain terms and conditions;
NOW, THEREFORE, in consideration of the foregoing, and for other good and valuable
consideration, receipt of which is hereby acknowledged, the parties hereto agree as follows:
1. Section 6.29.4
Remove the 14urd "Schedule" and replace with "Structure"
2. Exhibit A
Delete Exhibit A in its entirety and replace with the "NEW" attached Exhibit A
3. Exhibit B
Delete Exhibit B in its entirety and replace with the "NEW" attached Exhibit B
4. Exhibit D
Delete Exhibit D in its entirety and replace with the "NEW" attached Exhibit D
ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED.
IN WITNESS WHEREOF, this Contract Amendment is executed on the date set forth when
executed by Maricopa County.

CONTRACTOR:
/.4
Authorized Signature
gRAem rtiViL rimikciA4
Printed Name and Title
2/c/(5-
Date
MARICOPA COUNTY:
Chairman, Board of Supervisors
Date
ATTESTED:
Clerk of the Board
Date
OFFICE OF TREASURER:
Treasurer
Date
APPROVED AS TO FORM:
Legal Counsel
Date

EXHIBIT A
PRICING
SERIAL: 13123 -RFP
NIGP CODE: 91829
COMPANY NAME: Grant Thornton LLP
DOING BUSINESS AS (DBA) NAME: N/A
MAILING ADDRESS: 333 John Carlyle St,
Alexandria VA 22314
REMIT TO ADDRESS: Grant Thornton LLP
PO Box 71352, Chicago IL 60694-1352
TELEPHONE NUMBER: 703-837-4468
FACSIMILE NUMBER: 703-837-4455
WEB SITE: www.grantthomton.ccim
REPRESENTATIVE NAME: Graeme Finley
REPRESENTATIVE PHONE NUMBER: 703-837-4517
REPRESENTATIVE E-MAIL: Graeme.Finley@us.gt.com or Virgina.Dawson a)us.gi.com
YES NO REBATE
WILL ACCEPT PROCUREMENT CARD FOR PAYMENT: [X]
PAYMENT TERMS:
NET 30 DAYS
Phase Pricing:
Firm fixed pricing for labor for each phase to include all work delineated herein. The actual
travel expenses would be invoiced as incurred per County travel policy (Exhibit C).
Phase Labor Travel Total
II: Solution Options and Verification $218,743.44
III: Solution Funding, Procurement, and $64,746.12 $496,387.01
Selection $212,897.45
IV: Data Quality Analysis $488,573.19 $42,840.00 $531,413.19
Original Contract Totals; $920,214 08 $107,586.12 51,027,800.20
IV: Initial Data Quality Remediation & Deep
Dive $449,845.60 $67,476.84 $517,322.44
Amendment #1 Contract Totals: $1,370,059.68 $175,062.96

Price per Deliverable by Phase:
Due Date ClIE=1 Griff Hob:Mad( Due Upon Approval
Acqution Preparation
" 4/8/2014 Project Plan 10,937.17 10,937.17
_
II 5/19/2014 Preliminary Acquisition Recommendations 87,497.37
Report _ _ 87,497.37
--
! Final Acquisition Recommendations --
7/21/2014 Report 43,748.69 , $ 43,748.69
II 7/28/2014 Revised RFP 76,560.20i $ 76,560.20
!
Subtotal: Acquisition Preparation 218,743.44
Acquisition Selection
Q&A response and Pre-proposal
9/30/2014 conference support 17,031.80 $ 17,031.80
12/12/2014 Demonstration _ Script Support $ 21,289.74 - $ 21,289.74
3/13/2015 Sandbox Support ! $ 31,934.62 $ 31,934.62
3/20/2015 Subject Matter Expertise support to
Evaluation Team $ 21,289,74 $ 21,289.74
_
Final Strategic Plan
*2/13/2015 (*completed 08/04/2014) 21,289.74 $ 21,289.74
III 5/22/2015 Anal Technology Vision 42,579.49 $ 42,579.49
Ill 5/22/2015 Fit-Gap Support 21,289.74 $ 21,289.74
_
6/29/2015 Contract review, negotiation assistance 21,289.74 $ 21,289.74
' _ _
8/5/2015 Final Award Package, Budget Request
Proposals, and Presentations 14,902,84 $ 14,902.84
Subtotal: Acquisition Selection .212,897.45
_
IP.111.11116._ Data Quality Analysis
4/11/2014 _ ..__ List of data sources 24,428.66 $ $ 24,428.66
_ .
5/26/2014 List of in-scope data attributes 48,857.32 I $ 48,857.32
_
_1 Jul I(11 .. III“/Hti in-scope
5/26/2014 48,857.32 $ $ 48,857.32
. 1V 7/7/2014 Preliminary Data Analysis Report $ 146,571.96 I $ $ 146,571.96
I IV 8/11/2014 Final Data Analysis Report 146,571.96 $ $ 146,571.96
I Data Quality IMPro—vement -
IV 8/25/2014 I Recommendations Report 73,285.98 $ $ 73,285.98
Subtotal: Data Quality Analysis $ 488,573.29
4

=1
Due Date Deirveratk Hok'back Due Upon Approval
Initial Data Quality Remediation & Deep Dive
4/17/2015 Data Deep Dive & Remediation Plan $17,993.82 $2,699.07 $15,294.75
7/3/2015 Preliminary Data Deep Dive Report $98,966.03 r $14,844.90 $84,121.13
12/17/2015 Final Data Deep Dive Report $53,981.47 $8,097.22 $45,884.25
7/6/2015 Preliminary Data Remediation Report $107,962.94 $16,194.44 $91,768.50
9/28/2015 Secondary Data Remediation Report $80,972.21 $12,145.83 $68,826.38
12/18/2015 Final Data Remediation Report $89,969.13 $13,495.37 $76,473.76
- •
Subtotal: Intial Data Quality Remediation
& Deep Dive $ 449,645.60
_
Pato 00,0-594 1 -
Labor Pricing:
Phase Ii Hours and Cost
' Role Rate Hours Total
Engagement Director $183.71 120 ' $22,045.20
Project Manager $183.71 406.5 $74,678.12
Deputy Project Manager $170.00 350.5 $59,585.00
Business Lead $149.09 380 $56,654.20
Technical Lead $150.00 38.5 $5,775.00
$218,737.52
Hours and Cost
Role Rate Hours Total
Engagement Director $183.71 96 $17,636.16
Project Manager $183.71 482 $88,548.22
Deputy Project Manager $170.00 108 $18,360.00
Business Lead $149.09 • 380 $56,654.20
Technical Lead $150.00 206.5 $30,975.00
Subject Matter Expert $183.71 4 $734.84
$212,908.42

Phase IV Data Analysis Hours and Cost
Role Rate Hours Total
Engagement Director $183.71 222 $40,783.62
Project Manager $183.71 955.5 $175,534.91
Junior Data Analyst $95.00_ 871 $82,745.00
_
Business Lead $149.09 243 $36,228.87
_
Technical Data Analyst $150.00 1,022 $153,300.00
$488,592.40
Phase IV Initial Data Remediation & Deep Dive Cost
! Role Rate Hours Total
Engagement Director $ 183.71 160 $ 29,393.60
Project Manager $ 183.71 1200 $ 220,452.00
Data Analyst $ 125.00 1600 200,000.00
—
449,845.60
The scope of work as described in Phase IV: Solution Implementation is an optional phase. The County reserves the
right to determine if Grant Thornton, other vendor(s), the IS Division, and/or a combination of entities will complete
the work as described for this phase. The following hourly rates will be used should the County elect to request
Phase IV: Solution Implementation services from Grant Thornton.
Phase IV: Solution Implementation Hourly Rate
Role Rate
Engagement Director H 18311
Project Manager $ 183.71
--
Data Conversion Lead $ 183.71 1
Organizational Change Lead L $ 183.71
Functional Lead $ 183.71
Integration Lead _ $ 183.71
QA Lead $ 183.71
Application Lifecycle Engin • $ 150.00
Project Coordinator $ 130.00
QA Analyst $ 130.00
Data Analyst $ 125.00

EXHIBIT B
SCOPE OF WORK
1.0 INTENT:
The purpose of this document is to define the services associated with the effort of replacing the Treasurer's
Information System (TIS). This document will define the phases necessary for the Maricopa County Treasurer's
Office (MCTO) to select the TIS Replacement system, conduct pre-implementation activities, and to prepare for the
related TIS Replacement implementation effort. This document serves to describe what will be delivered according
to the budget, time constraints, risks, resources and standards agreed upon for each work-stream.
2.0 SCOPE OF WORK:
The services to be completed by Grant Thornton in the Preparation, Procurement and Pre-Implementation Phases
extends the work completed by MCTO during the initial Needs Assessment phase.
The chart below indicates the work completed in the Needs Assessment Phase by MCTO's IS Division:
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The chart below indicates the work planned for the next phases of the Maricopa County TIS Replacement effort by
Grant Thornton:
Phase II - Projet Plan/RFP Published
Phase III -Vendor SelectiontAward
Phase IV • Irnplernentahon Preparahon
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Phase IV - Data Analysis
Phase III - Business and Technology Plans
The scope of the Preparation, Procurement and Pre-Implementation Phases of the TIS Replacement effort includes
the following activities:
Identification of a vendor to advise the MCTO IS team as to best practices for a replacement effort of this
magnitude
Onboard the selected vendor to assist MCTO by:
Advising on project strategy and governance of the Preparation and Procurement phases
• Supporting MCTO in the issuance of an RFP and selection of the replacement system
• Recommending steps for MCTO readiness for the replacement implementation effort, and
• Providing data quality analysis and remediation of the underlying TIS and shadow system databases to
help identify the effort to prepare for conversion to the replacement system.
Development of the MCTO Strategic Plan for fiscal year 2016
Development of a Technology Vision for the MCTO IS Division
Finalization of an RFP and related requirements for the TIS Replacement system
Procurement and solution funding of the TIS Replacement system, and
Preparation and readiness during a pre-implementation Project Phase to include the following:
Project Management and Governance
• Project Charter, Methodology, and Tools
▪ Service Level Agreement (SLA) with OET
Business Process Reengineering (BPR)
• Organizational Change Management (OCM), and
Data Quality Improvements

2.1 Grant Thornton Delis erables:
Using a customization of the Grant Thornton Enterprise Resource Planning (ERP) acquisition methodology, the
Grant Thornton team will leverage the Phase I Needs Assessment completed by MCTO. This methodology starts
with finalizing requirements and moves through source selection and implementation support in three additional
phases, as described below:
Phase II: Solution Options and Verification
This phase consists of the following key activities:
Des clop preliminary acquisitions recommendations report
To determine if changes should be made to the current draft replacement RFP, the Grant Thornton Team
will complete a full RFP package review including project business objectives, acquisition strategy, current
business and technical requirements, and planned process and timeline for the procurement. Based on this
review and the supporting documents, the Grant Thornton Team will recommend changes to the current
replacement RFP, including where appropriate alternatives to the business and technical requirements
defined in the current TIS replacement RFP.
Des elop final acquisition recomntendations report
The Grant Thornton Team will make recommendations for the final TIS replacement RFP, based on the
findings developed in the previous section and recommendations on existing draft documentation, to
include:
• Draft Strategic Plan
• Draft Technology Vision
• Draft Data and Integration Plan
• Draft Quality Improvement Recommendations Report
• Draft Budget Request Proposals and Presentations
Findings and recommendations will be summarized and concerns or weaknesses will be categorized to
enable the Team to work with the Treasurer's Office to create a solicitation package that addresses the
Treasurer's Office needs and aligns with business objectives.
Phase III: Solution Funding, Procurement and Selection
The key activities in this phase include:

•. -valuation Planning
During this phase, the Grant Thornton Team will develop a Source Selection Plan (SSP) that will describe
the evaluation team members, roles and responsibilities, weighted criteria, schedule, evaluation approach,
scorecard-ranking instrument, and presentation format for solution proposals and/or service vendor
demonstrations. An Excel-based scorecard-ranking instrument will be used to document the evaluation
findings and promote standardization, thoroughness, and traceability to solicitation requirements. Training
to the Treasurer's source selection evaluation team will be provided on their responsibilities, the evaluation
processes and criteria, procurement integrity guidelines, and timelines.
Sri veilingand Evaluation
Following the release of the RFP package, the Grant Thornton Team will assist in responding to questions
received from Offerors to clarify the Treasurer's Office's intentions and requirements. During this phase,
the team will review each submission to ensure that all instructions were followed and that each proposal is
complete. To support vendor demonstrations and presentations, vendors will be provided with a standard
presentation and demonstration format to allow the evaluation team to compare proposals fairly and
consistently.
During the evaluation, the Grant Thornton Team will facilitate sessions to review individual evaluation
team members' findings, support written requests to Offerors for clarification, and consolidate inputs to
reach consensus. Throughout the process, the team will help the evaluation team document and
recommend changes and scorecard rankings for all factors considered in selecting the preferred bidder.
Source Selection and Contract los ard
In this phase, the Grant Thornton Team will provide recommendations to the Treasurer's Office for
ongoing evaluation of the preferred bidder's target solution's functionality against the requirements to
identify gaps, facilitate fit-gap analysis discussions with the preferred vendor, contract negotiations,
solution selection, contract preparation and documentation, and all other processes leading up to and
including contract award.
The Grant Thornton Team will document the consensus findings, results, and supporting rationale for the
Offerors that provide the best value to achieve the Treasurer's Office objectives in the Evaluation Report
and Selection Recommendation to assist the Treasurer's Office in making the final selection decision.
Following formal announcement of the contract award, the Grant Thornton Team will assist the Treasurer's
IS Division Project Manager and appropriate contracting and legal personnel to debrief Offerors, as
requested, by providing appropriate evaluation documentation and feedback. In the event of a bid protest,
the team will assist in preparing appropriate documentation and participate in meetings to solidify the
source selection process and decision.
10


Phase IV: Solution Implementation
The key work streams and activities of this phase include:
Pre-implementa don:
The scope of the project focuses on the following activity:
Data Qualit3. iia1sis. Seoping. and Remediation
This effort includes analyzing the existing data from the three core databases as well as data
residing in MS Access and MS-Excel spreadsheets. The purpose of the analysis is to identify gaps
or quality issues in the current data and to develop a plan to address them as the County prepares
for the new Treasury system implementation (The analysis work was completed by GT in Aug.,
2014).
The additional services will more closely examine and analyze several areas of concern that were
identified during the initial data analysis and remediate the qualified data issues. This will help
reduce possible risks that could occur during the migration from the legacy system to the new
system (the remediation and scoping work is being requested from GT). Findings from the data
scoping, analysis, and remediation activities will be documented in a detailed approach that will
benefit the Office right away and will be ready for use by the TIS Replacement system
implementer when the implementation phase is gets underway.
EXHIBIT D
PROPOSED WORK BREAKDOWN STRUCTURE
Task Name Duration Start Finish
New TIS Project 5 Year Plan 1127 days Tue 3/4/14 Fri 7/6/18
Pre-Procurement - COMPLETE 108 days Tue 3/4/14 Mon 8/4/14
Procurement 375.5 days Tue 3/4/14 Thu 8/20/15
Administrative 216 days Mon 8/4/14 Mon 6/8/15
Update Communication and Governance Plan 2 days Mon 8/4/14 Tue 8/5/14
Update Project Plans 2 days Mon 8/4/14 Tue 8/5/14
Update Change Management Plan 2 days Wed 8/6/14 Thu 8/7/14
Update Risk Management Plan 2 days Wed 8/6/14 Thu 8/7/14
Update Records Management and Retention Schedule 10 days Fri 8/8/14 Thu 8/21/14
Meeting Agendas, Minutes, and Presentations 216 days Mon 8/4/14 Mon 6/8/15
Deliverables Review and Approval Meetings 216 days Mon 8/4/14 Mon 6/8/15
Weekly Time-tracking Reports 216 days Mon 8/4/14 Mon 6/8/15
Weekly Status Reports 216 days Mon 8/4/14 Mon 6/8/15
Monthly Issues Reports 216 days Mon 8/4/14 Mon 6/8/15
Draft Solicitation 117 days Tue 3/4/14 Fri 8/15/14
Contact OPS Regarding Need, Send Draft SOW 1 day Tue 3/4/14 Tue 3/4/14
Create Draft Solicitation 108 days Wed 3/5/14 Tue 8/5/14
Evaluation Team Selected 1 day Mon 8/4/14 Mon 8/4/14

Task Name Duration Start Finish
OPS Review and Feedback 10 days Mon 8/4/14 Fri 8/15/14
Group Approval of Draft, Timeline and Budget 1 day Fri 8/15/14 Fri 8/15/14
Milestone: Group Approval of REP Draft, Timeline and Budget 1 day Fri 8/15/14 Fri 8/15/14
Advertise Solicitation in BidSync 136 days Tue 3/4/14 Fri 9/12/14
Finalize REP 7 days Wed 8/20/14 Thu 8/28/14
All Documentation to OPS 1 day Wed 8/20/14 Wed 8/20/14
OPS Review and Feedback 2 days Thu 8/21/14 Fri 8/22/14
Finalize RFP 1 day Mon 8/25/14 Mon 8/25/14
Approval Letter: RFP Receipt and Milestones 1 day Tue 8/26/14 Tue 8/26/14
Final RFP to OPS 1 day Wed 8/27/14 Wed 8/27/14
Incorporate MCTO Changes and Finalize RFP 1 day Thu 8/28/14 Thu 8/28/14
Milestone: Finalized RFP 0 days Thu 8/28/14 Thu 8/28/14
Additional Preparation 16.25 days Wed 8/20/14 Fri 9/12/14
Procurement Kickoff: Stakeholder Expectations 0.25 days Wed 8/20/14 Wed 8/20/14
Finalize Advisors/SMEs 16 days Wed 8/20/14 Fri 9/12/14
Finalize Procurement Schedule 7 days Thu 8/21/14 Fri 8/29/14
Setup Secure FTP Site (if needed) 1 day Mon 9/8/14 Mon 9/8/14
OPS Creation of Bid5ync Solicitation Portal 1 day Mon 8/25/14 Mon 8/25/14
Notify Newspaper of Solicitation 1 day Thu 8/28/14 Thu 8/28/14
Advertise Solicitation in BidSync 1 day Thu 9/4/14 Thu 9/4/14
Milestone: Solicitation Advertised in Bid Sync 0 days Thu 9/4/14 Thu 9/4/14
Host Pre-Bid Conference 140 days Tue 3/4/14 Thu 9/18/14
Book BOS Conference Room 1 day Thu 8/28/14 Thu 8/28/14
Setup Webinar (1000 lines) 1 day Fri 8/29/14 Fri 8/29/14
Develop Agenda for Pre-Bid 2 days Fri 9/5/14 Mon 9/8/14
Review Pre-Bid Agenda/Finalize Plan 1 day Wed 9/10/14 Wed 9/10/14
Practice Run for Pre-Bid Webinar 1 day Thu 9/11/14 Thu 9/11/14
Pre-Bid Conference 1 day Thu 9/18/14 Thu 9/18/14
Milestone: Pre-Bid Conference Held 0 days Thu 9/18/14 Thu 9/18/14
Respond to Written Questions 155 days Tue 3/4/14 Thu 10/9/14
Setup Sharepoint for Project Team RFP Questions/Answers 5 days Mon 9/8/14 Fri 9/12/14
Schedule Review Meetings 0.25 days Fri 9/12/14 Fri 9/12/14
Send Questions to Project Team Daily 15 days Fri 9/5/14 Thu 9/25/14
Milestone: Written Questions Due 0 days Thu 9/25/14 Thu 9/25/14
Assign Questions to Appropriate Team Members 16 days Fri 9/5/14 Fri 9/26/14
Complete Question Forms (MS Word) 25 days Fri 9/5/14 Thu 10/9/14
Conduct Review Meetings 15 days Fri 9/12/14 Thu 10/2/14
Approve Responses 4 days Fri 10/3/14 Wed 10/8/14
Milestone: Responses to Written Questions Due 0 days Thu 10/9/14 Thu 10/9/14
Deliverable: Q&A response and Pre-proposal conference support 0 days Tue 9/30/14 Tue 9/30/14
Issue Addendum 6 days Thu 10/2/14 Thu 10/9/14
Draft Addendum 5 days Thu 10/2/14 Wed 10/8/14

Task Name Duration Start Finish
Approve Addendum 1 day Thu 10/9/14 Thu 10/9/14
Milestone: Addendum Issued 0 days Thu 10/9/14 Thu 10/9/14
Receive Proposals 64 days Fri 9/12/14 Fri 12/12/14
Preparation for Evaluation 63 days Fri 9/12/14 Fri 12/12/14
Finalize Score Sheets and Weights 4 days Fri 9/12/14 Wed 9/17/14
Finalize Backfill Arrangements 4 days Fri 9/12/14 Wed 9/17/14
Create Scripts for Respondent Demos 10 days Fri 10/10/14 Thu 10/23/14
Create Test Cases for Sandbox 5 days Fri 10/24/14 Thu 10/30/14
Deliver Score Sheets and Weights to 0P5 0.13 days Fri 10/31/14 Fri 10/31/14
Deliverable: Demonstration Script Support 0 days Fri 12/12/14 Fri 12/12/14
Touchpoint Meeting with Evaluation learn 0.13 days Fri 10/31/14 Fri 10/31/14
Solicitation Response Opening 0.5 days Wed Wed
12/17/14 12/17/14
Milestone: Proposals Due/Opened 0 days Mon Mon
12/15/14 12/15/14
Preliminary Review of Responses and Scoring 32.75 days Wed Wed 2/4/15
12/17/14
OPS Due Diligence 0.5 days Wed Wed
12/17/14 12/17/14
Conduct Initial Review of Paper Responses and Pricing 1 day Thu 12/18/14 Thu 12/18/14
Issue Determinations of Non-Responsibility 1 day Fri 12/19/14 Fri 12/19/14
Collect NDAs 1 day Fri 1/9/15 Fri 1/9/15
Kickoff Meeting: Evaluation Team, SMEs and Advisors 0.25 days Fri 1/9/15 Fri 1/9/15
Milestone: Kickoff Meeting 0 days Fri 1/9/15 Fri 1/9/15
Evaluation Committee Meetings 10 days Fri 1/9/15 Fri 1/23/15
Reference Check Questions Due 1 day Thu 1/22/15 Fri 1/23/15
Reference Checks Completed 5 days Fri 1/23/15 Fri 1/30/15
Follow Up/Clarification Questions sent to Respondents 5 days Fri 1/23/15 Fri 1/30/15
Milestone: Scoring Meeting 0 days Fri 1/23/15 Fri 1/23/15
Touchpoint Meetings with Respondents 5 days Wed 1/28/15 Wed 2/4/15
2nd Round Evaluation 81 days Fri 1/30/15 Fri 5/22/15
Respondent Presentations (Demo and Sandbox) 21 days Fri 1/30/15 Fri 2/27/15
Demo and Sandbox (Respondent 1) 21 days Fri 1/30/15 Fri 2/27/15
Invitation to selected Respondent to Scripted Demo and Computer Lab 2 days Fri 1/30/15 Mon 2/2/15
MCTO Agenda for Respondent Presentation Sent 1 day Mon 2/9/15 Mon 2/9/15
Mandatory Conference to Discuss Demo 1 day Mon 2/16/15 Mon 2/16/15
Respondent Presentation of Team Approach 0.5 days Mon 2/23/15 Mon 2/23/15
Respondent Demo 2 days Mon 2/23/15 Wed 2/25/15
Respondent Sandbox 2.25 days Wed 2/25/15 Fri 2/27/15
Evaluation Team/Respondent Q&A 0.25 clays Fri 2/27/15 Fri 2/27/15
Milestone: Complete Scripted Demos/Sandbox 0 days Fri 2/27/15 Fri 2/27/15
Deliverable: Sandbox Support 0 days Fri 2/27/15 Fri 2/27/15
Scoring Meetings 4 days Mon 3/2/15 Thu 3/5/15
Review and Finalize Evaluations 4 days Mon 3/2/15 Thu 3/5/15

Task Name Duration Start Finish
Obtain Respondent Clarifications as Needed 4 days Mon 3/2/15 Thu 3/5/15
Identification of Preferred Bidder 1 day Fri 3/6/15 Fri 3/6/15
Milestone: Identify Preferred Bidder 0 days Fri 3/6/15 Fri 3/6/15
Deliverable: Subject Matter Expertise support to Evaluation 0 days Fri 3/6/15 Fri 3/6/15
Gap Analysis 56 days Fri 3/6/15 Fri 5/22/15
Group meeting to discuss GAP Process and Rules 1 day Fri 3/6/15 Fri 3/6/15
Develop confidential discussion agenda for GAP Analysis 9 days Mon 3/9/15 Thu 3/19/15
Fit-Gap Invitation and Agenda to Preferred Vendor 1 day Mon 4/6/15 Mon 4/6/15
Milestone: Send Fit-Gap Invitation 0 days Mon 4/6/15 Mon 4/6/15
Respondent Feedback to MCTO on Fit-Gap Agenda 1 day Mon 4/13/15 Mon 4/13/15
Mandatory Conference to Discuss Fit-Gap 1. day Mon 4/20/15 Mon 4/20/15
Fit-Gap Collaboration with Respondent/MCTO 4 days Tue 4/21/15 Fri 4/24/15
Deliverable: Final Technology Vision 0 days Fri 5/22/15 Fri 5/22/15
Fit-Gap 20 days Mon 4/27/15 Fri 5/22/15
Milestone: Complete Gap Analysis 0 days Fri 5/22/15 Fri 5/22/15
Deliverable: Fit-Gap Support 0 days Fri 5/22/15 Fri 5/22/15
Finalize Vendor Selection 63.5 days Mon 5/25/15 Thu 8/20/15
Request Best and Final Offer (BAFO) 0.25 days Mon 5/25/15 Mon 5/25/15
Receive Best and Final Offer 1 day Mon 6/B/15 Mon 6/8/15
Milestone: Receive BAFO 0 days Mon 6/8/15 Mon 6/8/15
Evaluate BAFO for Responsiveness to Requirements 5 days Mon 6/8/15 Fri 6/12/15
Draft Contract Negotiations (BAFO Revisions as Needed) 5 days Mon 6/8/15 Fri 6/12/15
Draft Contract to Legal 5 days Mon 6/15/15 Fri 6/19/15
Present Draft Contract to Respondent 0.25 days Mon 6/22/15 Mon 6/22/15
Selected Respondent Contract Signature 0.25 days Mon 6/29/15 Mon 6/29/15
Deliverable: Contract review, negotiation assistance 0 days Mon 6/29/15 Mon 6/29/15
Create Contract Award Package 9 days Mon 6/29/15 Fri 7/10/15
Contract Reviews 9 days Mon 6/29/15 Fri 7/10/15
Milestone: Approval of Draft Contract by MCTO 0 days Fri 7/10/15 Fri 7/10/15
Milestone: Briefing with Chiefs of Staff and OMB 0 days Fri 7/10/15 Fri 7/10/15
Submit Package for Informal Legal and Risk Review 15 days Mon 6/29/15 Mon 7/20/15
Submit Package for Informal BOS Approval 15 days Mon 6/29/15 Mon 7/20/15
Milestone: Informal Meeting with BOS (Mon) 0 days Mon 7/20/15 Mon 7/20/15
Recommend Package for Formal Review 0.25 days Mon 7/20/15 Mon 7/20/15
Put Contract on BOS Agenda 0.25 days Mon 7/20/15 Mon 7/20/15
Put Funding on BOS Agenda 0.25 days Mon 7/20/15 Mon 7/20115
Formal BOS Approval 1 day Tue 8/4/15 Wed 8/5/15
Milestone: Formal Meeting with BOS (Wed) 0 days Wed 8/5/15 Wed 8/5/15
Milestone: Project Readiness Effort Completed 0 days Wed 8/5/15 Wed 8/5/15
Milestone: Contract Award 0 days Wed 8/5/15 Wed 8/5/15
Post Award Meeting 1 day Wed 8/19/15 Thu 8/20/15
Deliverable: Final Award Package, Budget Request Proposals, and
Presentations 0 days Wed 8/5/15 Wed 8/5/15
I s

Task Name Duration Start Finish
Pre-Implementation 462 days Tue 3/4/14 Fri 12/18/15
Start Pre-Implementation 0 days Tue 2/24/15 Tue 2/24/15
Project Management 171 days Mon 2/9/15 Mon 10/5/15
Administrative 171 days Mon 2/9/15 Mon 10/5/15
Meeting Agendas, Minutes, and Presentations 171 days Mon 2/9/15 Mon 10/5/15
Deliverables Review and Approval Meetings 171 days Mon 2/9/15 Mon 10/5/1.5
Weekly Time-tracking Reports 171 days Mon 2/9/15 Mon 10/5/15
Weekly Status Reports 171. days Mon 2/9/15 Mon 10/5/15
Monthly Issues Reports 171 days Mon 2/9/15 Mon 10/5/15
Update Project Schedule with Support Task Activities 171 days Mon 2/9/15 Mon 10/5/15
Develop Templates 171 days Mon 2/9/15 Mon 10/5/15
Meeting Management 171 days Mon 2/9/15 Mon 10/5/15
Steering Committee Meetings 171 days Mon 2/9/15 Mon 10/5/15
Advisory and SME Meetings 171 days Mon 2/9/15 Mon 10/5/15
Quarterly Updates 171 days Mon 2/9/15 Mon 1015/15
Status Meetings 171 days Mon 2/9/15 Mon 10/5/15
Maintain TIS Consultant Sharepoint Site 171 days Mon 2/9/15 Mon 10/5/15
Maintain Administratitive Sharepoint Site 171 days Mon 2/9/15 Mon 10/5/15
Participate in creating budget packet requests and attend briefings 171 days Mon 2/9/15 Mon 10/5/15
Data Quality Analysis - COMPLETE 127 days Tue 3/4/14 Fri 8/29/14
Data Quality Remediation 214 days Tue 2/24/15 Fri 12/18/15
Plan 214 days Tue 2/24/15 Fri 12/18/15
Review DOA Documentation 5 days Tue 2/24/15 Mon 3/2/15
Software Analysis 25 days Tue 3/3/15 Mon 4/6/15
Determine Deep Dive Focus Areas 10 days Tue 3/3/15 Mon 3/16/15
Prioritize Deep Dive Focus Areas 5 days Tue 3/17/15 Mon 3/23/15
Database Review & Catalog Code 5 days Tue 3/24/15 Mon 3/30/15
Schedule Deep Dive Activities & Determine Roles/Responsibilities 5 days Tue 3/31/15 Mon 4/6/15
Data Remediation 25 days Tue 3/3/15 Mon 4/6/15
Review Analysis Toolset 5 days Tue 3/3/15 Mon 3/9/15
Define Remediation Process 10 days Tue 3/10/15 Mon 3/23/15
Prioritize Data Issues 5 days Tue 3/24/15 Mon 3/30/15
Schedule Remediation Waves & Activities 5 days Tue 3/31/15 Mon 4/6/15
Deliverable: Data Deep Dive fig Remediation Plan 9 days Tue 4/7/15 Fri 4/17/15
Review Draft 5 days Tue 4/7/15 Mon 4/13/15
Incorporate Feedback 3 days Tue 4/14/15 Thu 4/16/15
Approve Final Draft 1 day Fri 4/17/15 Fri 4/17/15
Software Analysis 178 days Tue 4/14/15 Thu
12/17/15
Sprint 1 20 days Tue 4/14/15 Mon 5/11/15
Sprint 2 30 days Tue 5/12/15 Mon 6/22/15
Deliverable: Preliminary Data Deep Dive Report 9 days Tue 6/23/15 Fri 7/3/15
Review Draft 5 days Tue 6/23/15 Mon 6/29/15
16

Task Name Duration Start Finish
Incorporate Feedback 3 days Tue 6/30/15 Thu 7/2/15
Approve Final Draft 1 day Fri 7/3/15 Fri 7/3/15
Sprint 3 50 days Mon 7/6/15 Fri 9/11/15
Sprint 4 60 days Mon 9/14/15 Fri 12/4/15
Deliverable: Final Data Deep Dive Report 9 days Mon 12/7/15 Thu
12/17/15
Review Draft 5 days Mon 12/7/15 Fri 12/11/15
Incorporate Feedback 3 days Mon Wed
12/14/15 12/16/15
Approve Final Draft 1 day Thu 12/17/15 Thu 12/17/15
Data Remediation 175 days Mon 4/20/15 Fri 12/18/15
Remediation Wave 1 56 days Mon 4/20/15 Mon 7/6/15
Analyze Wave 1 5 days Mon 4/20/15 Fri 4/24/15
Execute Wave 1 45 days Mon 4/20/15 Fri 6/19/15
Execute Data Clean Up 25 days Mon 4/27/15 Fri 5/29/15
Execute Application Fixes 25 days Mon 4/27/15 Fri 5/29/15
QA/Confirm Wave 1 12 days Mon 6/1/15 Tue 6/16/15
Close Wave 1 5 days Wed 6/17/15 Tue 6/23/15
Deliverable: Preliminary Data Remediation Report 9 days Wed 6/24/15 Mon 7/6/15
Review Draft 5 days Wed 6/24/15 Tue 6/30/15
Incorporate Feedback 3 days Wed 7/1/15 Fri 7/3/15
Approve Final Draft 1 day Mon 7/6/15 Mon 7/6/15
Remediat ion Wave 2 71 days Mon 6/22/15 Mon 9/28/15
Analyze Wave 2 5 days Mon 6/22/15 Fri 6/26/15
Execute Wave 2 40 days Mon 6/29/15 Fri 8/21/15
Execute Data Clean Up 40 days Mon 6/29/15 Fri 8/21/15
Execute Application Fixes 40 days Mon 6/29/15 Fri 8/21/15
OA/Confirm Wave 2 12 days Mon 8/24/15 Tue 9/8/15
Close Wave 2 5 days Wed 9/9/15 Tue 9/15/15
Deliverable: Secondary Data Remediation Report 9 days Wed 9/16/15 Mon 9/28/15
Review Draft 5 days Wed 9/16/15 Tue 9/22/15
Incorporate Feedback 3 days Wed 9/23/15 Fri 9/25/15
Approve Final Draft 1 day Mon 9/28/15 Mon 9/28/15
Remediation Wave 3 90 days Mon 8/17/15 Fri 12/18/15
Analyze Wave 3 5 days Mon 8/24/15 Fri 8/28/15
Execute Wave 3 60 days Mon 8/17/15 Fri 11/6/15
Execute Data Clean Up 60 days Mon 8/31/15 Fri 11/20/15
Execute Application Fixes 54 days Mon 8/31/15 Thu 11/12/15
QA/Confirm Wave 3 12 days Fri 11/13/15 Mon
11/30/15
Close Wave 3 5 days Tue 12/1/15 Mon 12/7/15
Deliverable: Final Data Remediation Report 9 days Tue 12/8/15 Fri 12/18/15
Review Draft 5 days Tue 12/8/15 Mon
12/14/15
17

Task Name Duration Sta it Finish
Incorporate Feedback 3 days Tue 12/15/15 Thu 12/17/15
Approve Final Draft 1 day Fri 12/18/15 Fri 12/18/15
Solution Implementation 656 days Fri 1/1/16 Fri 7/6/18