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1 expect the best www.vita.virginia.g ov Public Private Education Facilities and Infrastructure Act (PPEA) Proposals Briefing to Governor Warner
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www.vita.virginia.gov
Public Private Education Facilities and Infrastructure Act (PPEA) Proposals
Briefing to Governor Warner
www.vita.virginia.gov 2expect the best
Briefing Outline
• Overview of the PPEA Process• Infrastructure PPEA Proposals and
Status• Enterprise Applications PPEA Proposal
and Status• Questions and Wrap-up
www.vita.virginia.gov 3expect the best
INITIAL REVIEW CONCEPTUAL REVIEW DETAILED REVIEW COMP AGREEMENT (CA)
Program Team Complete PPEA Initial Review •Post for Competing Proposals•Evaluate Posted & Competing Proposals
•Complete Due Diligence•Review Detailed Proposal(s)•Complete Local Government Review (as needed)•Prepare Recommendation(s) for Approval
Negotiate CA Complete Project PlanningPrepare Recommendation(s) for Approval
CIO Accept/Reject Proposal for Project Planning ApprovalConduct Briefings
•Conduct Briefings on Recommended Course of Action•Conduct Information Briefings
•Recommend Course of Action for Approval•Conduct Briefings (Limited)
Recommend CA and Project to ITIB, Cabinet and Governor
ITIB & Secretaries ofFinance & Administration(Agency Head Role)
Receive CIO Notification Accept/Reject Recommended Course of Action
Approve Course of Action for Comprehensive Agreement(FOIA Considerations)
Review CA and Project
CABINET Receive CIO Notification SOT, with SOA and SOF Comment, Approves Recommended Course of Action
Review CA and Project
ITIB(Commonwealth IT Investment Board Role)
Prioritize (PPEA) Projects in Annual Report to Governor and GA
Review Project for Development (Contingent) Approval
OAG Review CA
GENERAL ASSEMBLY Receive CIO Report Receive CIO Information Briefing Address CA Funding Issues in Appropriations Act (as needed)
GOVERNOR Receive CIO Report Receive CIO Information Briefing Approve CA
PPEA Process Model
www.vita.virginia.gov 4expect the best
PPEA Program Level Organization
InformationTechnology
Investment Board(ITIB)
(Proponent)
Program Director
Lemuel Stewart
Secretaries ofFinance
&Administration
(Proponent)
Enterprise ApplicationsPPEA Steering Committee
David Von MollJim RobertsCo-Chairs
InfrastructurePPEA Steering Committee
Jerry SimonoffChair
InfrastructureProgram Manager
Fred Duball
EnterpriseApplications
Program Manager
Tim Bass
Deputy Program DirectorDan Ziomek
Project Management &Administration
Bob Haugh
Legend
SupervisionOversight
Finance PPEAReview
Committee
Version 04/13/05Coordination
www.vita.virginia.gov 5expect the best
Program Level Timeline
Infrastructure PPEA Proposals
EnterpriseApplications PPEA
Proposals
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
6/1/04Accept 4 ProposalsPost for Competition
ConceptualReview
11/2/ 04Secretary of Technology
ApprovesCourse of ActionRecommednation
8/1/04Deadline for
Competing Proposals
Receive5
PPEAProposals
4/15/04Begin Initial Review
5 Proposals
www.vita.virginia.gov 6expect the best
Transition to Detailed ReviewConceptual Review Completed – November 2, 2004
Secretary Huang approved the “Course of Action Recommendation” for Detailed Review :
Two Tracks
Infrastructure… Enterprise Applications…IBM CGI-AMSNorthrop Grumman IBM
www.vita.virginia.gov 7expect the best
Infrastructure Current StatusMilestone Start Date End Date Status Comments
Program Planning 1/10/2005 1/27/2005 Develop plan for the detailed review of the VITA PPEA infrastructure proposals. Conduct initial planning meetings. Establish Infrastructure PPEA Steering and Finance Review Committees.
Due Diligence 1/27/2005 4/15/2005 Establish the base case/current processes and automated systems which support them. YELLOW - Due Diligence (DD) teams have encountered difficulty in gathering the data required to complete the base case templates. The DD Finance Team is waiting on input from the technical teams to provide asset counts and other information necessary to complete the Finance portion of the base case. Schedules, particularly those relating to data gathering interviews are being intensively managed.
Draft SOW/SLA/Ts & Cs 3/28/2005 5/2/2005 Develop Statements of Work (SOW), Service Level Agreement (SLA) expectations and draft terms and conditions. Provide to proposers for completion of detailed proposals.
Develop Detailed Proposals 5/3/2005 6/20/2005 Proposers develop detailed proposals in response to base case, SOW/SLA and Terms & Conditions
Review Detailed Proposals 6/21/2005 7/25/2005 Commonwealth team reviews detailed proposals
Negotiate Comprehensive Agreement
7/26/2005 10/30/2005 Negotiate Comprehensive Agreement (CA) for infrastructure services.
Y
G
G
G
G
G
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www.vita.virginia.gov
Infrastructure PPEA Proposals
Fred Duball
www.vita.virginia.gov 9expect the best
Infrastructure Overview• Infrastructure: The hardware, networks and
associated services and staff required to support the information systems that agencies use to operate and provide services to citizens.
• Includes:– Mainframe Computers, Servers and Desktops– Voice and Data Networks– Operating Systems, Email and Productivity
Software– Database Management Systems– Data Center Facilities– Customer Care Center (Help Desk)
www.vita.virginia.gov 10expect the best
Infrastructure Overview
Program Team
IBMNorthrop Grumman
VITAAgency Partners
GartnerGordon & Glickson
www.vita.virginia.gov 11expect the best
Organization for Detailed Review Infrastructure Proposals
Program DirectorLemuel Stewart
InfrastructureProgram Manager
Fred Duball
Customer Care Center,Desktop & EmailChris Williams - TL
Brian EpleyFrank Fazzio
Data Center, Back-up &Distributed Computing
Miquel Laboy - TLDave Kiser
Leonard Harris
Network ServicesRic Anderson - TL
Frank StottDon Drew
Legend
Supervision
Oversight
Support
ProjectManagement &Administration
Bob Haugh
Human ResourcesPatty Bauguss (VITA)William Barber (DHRMRick Pugh (DHRM)Aelise Noonan (DHRM)
FinanceCharlie Johnson (VITA)Billy Barbee (DPB)Paul Bender (DPB)Kim White (DOA)
Change Management/CommunicationsStephanie LarsonJanice Akers
Legal/Consulting SupportTom Falat - VITAOffice of the Attorney GeneralDepartment of General ServicesGordon & GlicksonGartner
Supply ChainCharlie Johnson - Due DiligenceCynthia Edwards - Market Analysis/Evaluation
SecurityBenny Ambler
Version 04/08/05
Finance PPEAReview
Committee
InfrastructurePPEA Steering Committee
Jerry SimonoffChair
TL Team Lead
Deputy Program DirectorDan Ziomek
www.vita.virginia.gov 12expect the best
Infrastructure PPEA Oversight
Infrastructure PPEA Steering Committee is made up of representatives from the following:
Chief Information Officer of the CommonwealthVirginia Information Technologies Agency
Department of Motor VehiclesDepartment of Health
Library of VirginiaDepartment of General Services
Information Technology Investment Board (ITIB)Department of Accounts
Virginia Employment CommissionDepartment of Social Services
Department of Corrections
www.vita.virginia.gov 13expect the best
Infrastructure PPEA Oversight
PPEA Finance Review Committee Members are made up from representatives from the following agencies:
Office of the Secretary of FinanceVirginia Information Technologies Agency
Department of Planning and BudgetDepartment of TreasuryDepartment of Accounts
Treasurer of the Commonwealth
www.vita.virginia.gov 14expect the best
Infrastructure PPEA Process
VITA
, IBM
&No
rthro
p G
rum
man
Joint Due Diligence CA/SOW/SLA Development Proposal Preparation Proposal Review
IBM
& N
G
Page 1
Infrastructure PPEA Detailed Proposal Process
Proposal Accept/Reject
VITA
, Gar
tner
& G
&G
Joint DueDiligencePlanning
DataCollection
DataAnalysis &Preparation
Com
mitt
ees
Base CaseFinancial
Model
StatementOf
Work
ServiceLevel
Agreement
ComprehensiveAgreement
IBM DetailedProposal
NG DetailedProposal
VITA & Gartner TeamsEvaluate Proposals
CommitteeReview &Approval
CommitteeReview &Approval
GO/NO-GO
Detailed Proposal Package
Current Project Phase
www.vita.virginia.gov 15expect the best
Infrastructure Timeline
Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
DetailedReview
Planning
ProposalPrep
DetailedReview
DueDiligence
1/10Start DueDiligence
FinalEval
SOWPrep
5/2Proposal Package
Released toProposers
11/5Secretary of Technology
ApprovesCourse of ActionRecommednation
Today
10/31GovernorApproves
ComprehensiveAgreement(s)
6/20Detailed Proposals
Due
Negotiaion
www.vita.virginia.gov 16expect the best
Next Steps
• Complete Vendor Detailed Proposal Package – May 2
• Base Case Financial Analysis• Future Capacity Requirements• Comprehensive Agreement• Statement of Work• Service Level Requirements• Pricing Matrix
• Receive Vendor Proposals – June 20
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www.vita.virginia.gov
Enterprise Applications PPEA Proposals
Tim Bass
www.vita.virginia.gov 18expect the best
Enterprise Applications Overview• Enterprise Applications: Those business processes and
associated software applications that are used across state government to provide management and administrative support in the agencies
• Includes:– Human Resources Management– Financial Management– Accounting– Budgeting– Procurement– Others to be Determined
www.vita.virginia.gov 19expect the best
Enterprise Applications Overview
Program Team
CGI-AMSIBM
Agency Partners (Including VITA)Gartner (TBD)
Gordon & Glickson (TBD)
www.vita.virginia.gov 20expect the best
Organization for Detailed Review Enterprise Applications Proposals
Program Director
Lemuel Stewart
Secretaries ofFinance
&Administration
(Proponent)Enterprise Applications
PPEA Steering Committee
David Von MollJim RobertsCo-ChairsEnterprise
ApplicationsProgram Manager
Tim Bass
Legend
Supervision
Oversight
Support
Finance PPEAReview
Committee
Version 04/13/05
ProjectManagement
Office
HumanResources
Finance
ChangeManagement/Communications
Legal/ConsultingSupport
Supply Chain
Security
SelectedEnterprise
Applications
Coordination
Deputy Program DirectorDan Ziomek
Project Management &Administration
Bob Haugh
InformationTechnology
Investment Board(ITIB)
(Proponent)
www.vita.virginia.gov 21expect the best
Enterprise Applications PPEA Oversight
Enterprise Applications PPEA Steering Committee is made up of representatives from the following agencies:
Department of Planning and BudgetDepartment of General Services
Virginia Information Technologies AgencyOffice of the Secretary of Technology
Department of Human Resource ManagementAdditional Members – TBD
www.vita.virginia.gov 22expect the best
Enterprise Applications PPEA Process
Pro
ject
Tea
m, C
GI-A
MS
& IB
M
Joint Due Diligence CA/SOW/SLA Development Proposal Preparation Proposal Review
CG
I-AM
S &
IBM
Page 1
Infrastructure PPEA Detailed Proposal Process
Proposal Accept/Reject
Pro
ject
Tea
m
Joint DueDiligencePlanning
DataCollection
DataAnalysis &Preparation
Com
mitt
ees
Base CaseFinancial
Model
StatementOf
Work
ServiceLevel
Agreement
ComprehensiveAgreement
IBM DetailedProposal
CGI-AMSProposal
Project Teams EvaluateProposals
CommitteeReview &Approval
CommitteeReview &Approval
GO/NO-GO
Detailed Proposal Package
Current Project Phase
www.vita.virginia.gov 23expect the best
Enterprise Applications Timeline
Apr May Jun Jul Aug Sep Oct Nov
Due Diligence. SOW Preparationand Terms & Conditions
Development
ProposalPrep
DetailedReview
CANegotiation& Review
Start-up
6/23Proposal Package
Released toProposers
8/4Detailed Proposals
Due
4/11Start DueDiligence 9/13
Steering CommitteeRecommends Course
of Action
9/16ITIB Reviews
Proposed Courseof Action
10/31GovernorApproves
ComprehensiveAgreement(s)
Today
www.vita.virginia.gov 24expect the best
Next Steps
• Convene Steering Committee – April 21• Complete Due Diligence – June 14• Complete Vendor Detailed Proposal Package –
June 23• Base Case Financial Analysis• Future Capacity Requirements• Draft Terms & Conditions• Statement of Work• Service Level Requirements• Pricing Matrix
• Receive Vendor Proposals – August 4
www.vita.virginia.gov 25expect the best
PPEA Points of Contact
Fred DuballInfrastructure
Program Manager804-343-9026
Lem StewartCIO & Program Director
Tim BassEnterprise Applications
Program Manager804-652-5810
Dan ZiomekDeputy Program Director -
Governance804-371-2763
