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RFP Response For BPCL

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The key takeaways are that this document outlines Infosys' response and work breakdown for a project to migrate utility bills and other forms from Adobe Pro to OpenText at BPCL. It includes details on Infosys' qualifications, proposed methodology, timeline, and optional additional efforts.

The purpose of this document is to provide Infosys' response and work breakdown for a request for proposals from BPCL to implement a digital transformation project involving migrating utility bills and other forms from Adobe Pro to OpenText.

The main sections covered in the document include an executive summary, Infosys' qualifications and experience, qualifications of the project team, the proposed implementation methodology and approach, a statement of work, and additional information.

Tender/ CRFQ No.

:- 1000339597
Appointment of Technology Service
Provider for Digital Transformation at BPCLRequest for Proposals CS14-
0747F

Utility Bill Migration to OpenText and


Redesign Implementation Services

RESPONSE AND WORK BREAKDOWN FORM

INFOSYSENTER RESPONDENT NAME HERE

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Table of Contents

1. EXECUTIVE SUMMARY ................................................................................................................................................ 3


2. QUALIFICATIONS / EXPERIENCE OF FIRM ........................................................................................................ 4
2.1 RELEVANT CLIENT LIST................................................................................................................................................. 4
2.2 FIRM STABILITY / IMPLEMENTATION EXPERIENCE .......................................................................................................... 9
3. QUALIFICATIONS OF KEY PROJECT TEAM MEMBERS ................................................................................... 10
4. PROPOSED IMPLEMENTATION METHODOLOGY AND APPROACH ............................................................ 16
4.1 PROJECT TIMELINE ..................................................................................................................................................... 16
4.2 PROJECT APPROACH AND METHODOLOGY .................................................................................................................... 17
4.3 STATEMENT OF WORK ................................................................................................................................................ 26
5. OPTIONAL EFFORTS .................................................................................................................................................. 27
5.1 DESIRED UTILITY BILL FEATURES ............................................................................................................................... 27
5.2 MIGRATE REMAINING FORMS TO OPENTEXT................................................................................................................ 28
5.3 RECOMMEND MOVE OF POST-PROCESSING FROM SAP(ZBS) TO STREAMSERVE AND OTHER IMPROVEMENTS ................. 31
6. ADDITIONAL INFORMATION ................................................................................................................................. 32

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1. EXECUTIVE SUMMARY
Include:
1. A brief history and description of your firm, including organizational structure, areas/regions
served, and number of employees, etc.
2. Background information of the parent company, if any.
3. Presence, if any, in XPuget Sound region.
4. Name and address of firm, telephone number, email address, website address, and contact
person, with title, for this solicitation.
5. Name, title, and contact information of the person authorized to execute a contract on behalf of
the Respondent.
6. Name, title, and contact information of the person who will be managing this Contract on behalf
of the Respondent.
7. Identify which of the additional optional efforts, if any, are included in the Submittal.
8. Identify the name and title of your proposed project manager, technical lead and functional lead
for this project.

 Contents of this section begin here and are not to exceed five pages.

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2. QUALIFICATIONS / EXPERIENCE OF FIRM

2.1 RELEVANT CLIENT LIST


Describe experience successfully implementing the StreamServe Persuasion 5.6 solution by listing
implementations that reflect experience and expertise in work of a similar nature and magnitude to that
requested in this RFP, and at utilities similar in size and services to those provided by Tacoma Public
Utilities (TPU). These clients may be used as references during the vendor selection process.
 Please complete the client listing below. Add or remove rows to the table as appropriate. A
minimum of three entries is requested.
Relevant Client List
1. Client name
Location
Contact name
Contact title
Contact telephone number
Contact email address
Customer base
Services provided (those services
provided by Respondent)
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe Persuasion version
number
Other products implemented
Prime Contractor (if other than
Respondent)
Description of hardware and operating
systems involved
Brief description of the engagement

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2. Client name
Location
Contact name
Contact title
Contact telephone number
Contact email address
Customer base
Services provided (those services
provided by Respondent)
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe Persuasion version
number
Other products implemented
Prime Contractor (if other than
Respondent)
Description of hardware and operating
systems involved
Brief description of the engagement

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3. Client name
Location
Contact name
Contact title
Contact telephone number
Contact email address
Customer base
Services provided (those services
provided by Respondent)
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe Persuasion version
number
Other products implemented
Prime Contractor (if other than
Respondent)
Description of hardware and operating
systems involved
Brief description of the engagement

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4. Client name
Location
Contact name
Contact title
Contact telephone number
Contact email address
Customer base
Services provided (those services
provided by Respondent)
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe Persuasion version
number
Other products implemented
Prime Contractor (if other than
Respondent)
Description of hardware and operating
systems involved
Brief description of the engagement

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5. Client name
Location
Contact name
Contact title
Contact telephone number
Contact email address
Customer base
Services provided (those services
provided by Respondent)
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe Persuasion version
number
Other products implemented
Prime Contractor (if other than
Respondent)
Description of hardware and operating
systems involved
Brief description of the engagement

Other Clients (add as many rows as


needed)

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2.2 FIRM STABILITY / IMPLEMENTATION EXPERIENCE


Provide information sufficient to evaluate that Respondent is a well-established business, is financially
stable, has fully trained and capable staff, and is in a position to dedicate adequate focus and
resources on this project.
 Please complete the table below. Respond to each statement or answer each question in the space
provided to the right of the item.
Qualifications / Experience of Firm
1. Demonstrate that your firm is a
well-established professional
organization offering the
implementation / integration of
OpenText StreamServe, SAP,
and other 3rd party software.
2. Demonstrate that your firm is a
financially healthy institution
capable of conducting business
during the entire proposed
solution implementation period
and the associated post go-live
support period as measured by
financial statements, D&B report,
etc. Attach financial records,
D&B reports, etc.
3. Describe your firm’s experience
and knowledge of the U.S. utility
industry and its related services,
products, and programs.
4. Describe your firm’s experience
being primarily responsible for the
successful implementation of
StreamServe within various client
engagements. The proposed
product has been implemented at
a minimum of 3 utilities with a
customer base near that of TPU
in the last 5 years.
Include details demonstrating
you’ve implemented the proposed
product on a Microsoft platform.
5. Demonstrate that your firm
maintains and staffs a North
American based office.
6. Demonstrate that your firm is not
involved in any litigation that may
potentially impact your ability to
support this implementation
project and post go-live support.
Disclose all existing and pending
litigation.

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3. QUALIFICATIONS OF KEY PROJECT TEAM MEMBERS


Present a project organization chart outlining the reporting structure and primary responsibilities of each
position associated with this scope of work. Identify all personnel required to successfully complete
proposed project activities.
TPU will not allow discretionary changes in key project personnel subsequent to award of contract
without written consent. Additionally, TPU reserves the right to approve any and all personnel changes
or to request personnel changes as TPU deems appropriate during the course of the project.
 Please insert the organization chart and information here.

Supply resumes of Key Project Team Members who WILL be assigned to this project. This includes
the Project Manager, Technical Lead, and Functional Lead. If using third-party contractors, identify
those relationships and associated roles. Also, include resumes of all other key personnel.
 Please respond in the table below with references specific to the COMMITTED and NAMED Key
Project Team Members. Submit resumes for these stated individuals, as well.
Project Manager Insert Project Manager Name Here
Experience and Client References
1. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

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2. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

3. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

Other Clients (add as many rows as


needed)

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Technical Lead Insert Technical Lead Name Here


Experience and Client Reference
1. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

2. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

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3. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
SAP version number
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

Other Clients (add as many rows as


needed)

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Functional Lead Insert Functional or Business Lead Name Here


Experience and Client Reference
1. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

2. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

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3. Client name
Contact name
Contact title
Contact telephone number
Contact email address
Services and customer base
Role filled by this person
Person’s start date on the project
Person’s final date on the project
Implementation dates (project start date
and go-live date)
StreamServe version number
Name of person who supervised this
person
Brief description of the engagement

Other Clients (add as many rows as


needed)

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4. PROPOSED IMPLEMENTATION METHODOLOGY AND APPROACH


Note: Describe how the Minimum Objective, as stated in RFP Section 1.01 Project Overview and
Purpose A.1, will be achieved.
“Minimum Objective: Implementation services to migrate TPU’s utility bill production from
Adobe Central Pro to OpenText StreamServe Persuasion 5.6 (or most current version) and
implement formatting design updates with only those features supported by existing data in
the current print stream.”

4.1 PROJECT TIMELINE


Present an implementation plan addressing the major components to migrate to StreamServe at TPU.
Include an implementation schedule delineating all activities, tasks, and responsibilities of the
Contractor, as well as TPU’s Core Project Team and TPU’s Subject Matter Experts. This schedule
shall contain three major components:
1) A timeline indicating from what points in the project, and for how long, specific TPU staffing
resources should be dedicated to the project as well as from your firm;
2) Using Gantt charts (or similar graphic depiction) to illustrate phases, activities, tasks, comments,
milestones, decision points, training plans and deliverables, the sequence of events from the
point of contract award through Final System Acceptance for the implementation activities; and
3) Delineate the deliverables for each of the designated milestones.
 Please address the proposed project timeline, as indicated immediately above, in standard
paragraphs and diagrams as needed. Also include a detailed project timeline in Microsoft Project or
Microsoft Excel, referencing the Response and Work Breakdown form item number in any
attachments.
Respond here:

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4.2 PROJECT APPROACH AND METHODOLOGY


Include a comprehensive description of your implementation strategy, including the description of the
use of subcontractors and independent contractors if applicable.
TPU will provide management, technical, and business resources to be involved in the project effort
based on the Contractor’s project management approach and associated activities. Address how you
will utilize TPU personnel and ensure comprehensive knowledge transfer. In the sections below,
indicate the necessary TPU skill/position levels for each FTE.

PROJECT MANAGEMENT APPROACH


Describe your approach to managing this project including the identification of clearly defined project
management process, tasks and deliverables. The proposed approach must provide for insight into the
Respondent’s capability to manage the project, respond to day-to-day problems, manage issues,
provide regular status reports, coordinate and supervise staff, manage project resources, project
documentation, and configuration control. In addition, describe process controls to be put in place to
ensure the work required throughout this project is performed in a timely and accurate manner.
 Please respond in the table below.
Project Management Response/Comments

Respondent Staffing (# of hours)


TPU Staffing ( # of hours) needed
Deliverables Response/Comments
Weekly written project status.
Formal status reports as required by
TPU’s Project Manager or designee.
Development and maintenance of a
comprehensive implementation plan
complete with a timeline of all activities,
deliverables and resources required for
successful product implementation.
Please include information and
proposed plans.
Other (add as many rows as needed)
Processes Response/Comments
Describe the project management
methodology that will be utilized.
Discuss project coordination activities
and the responsible parties.
Discuss the approach and controls
which will be in place for project time
and budget management.
Explain the change order management
process.
Define quality management and how it
will be applied in this project.

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Discuss risk management approach


and controls.
Discuss financial and budget
management approach.
Discuss testing management, tools and
metrics.
Discuss document management
approach.
Other (add as many rows as needed)

Product and Environment Installation and Configuration


Product and Environment installation and configuration services are required to manage and/or provide
oversight for implementation of the technology infrastructure necessary to operate the new
StreamServe solution. This may also include the implementation of the database, design and
configuration of the application environments, implementation and/or certification of the baseline
StreamServe solution and customization and upgrades to the baseline application.
Contractor shall facilitate the set up and configuration of users’ roles and system security.
Contractor shall be responsible for training TPU’s implementation team in all aspects of the base
product, and ensuring correct set-up and configuration of the base product to accommodate TPU’s
specific environment and business requirements.
Supply a price listing, timetable, and suggested audience for continued training in order to achieve the
necessary level of product proficiency for successful operation of the StreamServe solution.
 Please respond in the table below.
Product and Environmental Response/Comments
Installation/Validation &
Configuration
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Certification of the product on the
development and production
environments.
Configuration training plan for the core
team and TPU support and technical
staff. Include price list, timetable and
suggested training audience.
Product documentation detailing
choices and flexibility in system
configuration.
Other (add as many rows as needed)
Processes Response/Comments

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Install/validate the base software and


prepare it for operation and access by
the project team. Please describe how
this will be achieved.
Train TPU core team and TPU support
staff in the base product. Please
describe how this will be achieved.
Ensure correct set-up and
configuration of the base product to
accommodate TPU’s specific
environment. Please describe how this
will be achieved.
Pursue continued training of TPU core
team in order to achieve a level of
product proficiency. Please describe
how this will be achieved.
Environment configuration tasks.
Please describe how this will be
achieved.
Discuss the methodology and controls
for a software staging area including
applicable patches. Please describe
how this will be achieved.
Other (add as many rows as needed)

Product Engineering and Design


Please describe staffing and approach for the identification, development of design specifications,
interfaces, modification of base product code, complete testing of the product, and documentation for
the delivery of TPU’s minimum objective and any optional features.
In addition, please provide the details of OpenText application modules, as well as all other third party
software required to support the proposed solution. Note: The hardware, infrastructure, application
licenses, third-party software, and the technical platform licenses will be procured separately from the
implementation services.
 Please respond in the table below.
Product Engineering Response/Comments
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Identification, finalization, and
documentation of TPU required
modifications.
Development of design specifications.

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Modification of base product code,


system integration and other product
functional support.
Full life cycle testing of the product.
Describe OpenText Application
Modules.
Describe Third party software solutions
if any.
Other (add as many rows as needed)
Processes Response/Comments
Describe process for designing,
configuring, coding and testing.
Other (add as many rows as needed)

Product Reporting
Please describe staffing and approach for developing, testing, and documenting postal reports as
identified during requirements gathering.

 Please respond in the table below.


Product Reporting Response/Comments
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Describe report design and
development effort.
Design specification
Other (add as many rows as needed)
Processes Response/Comments
Discuss the training of TPU IT team in
order to modify, enhance, and develop
new reports.
Provide the process to be used to
modify and enhance the standard
product report offerings.
Discuss any third party or non-standard
products required to manage and
maintain reports.
Other (add as many rows as needed)

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Product Interfaces and Integration


Please describe staffing and approach for interface/integration design, construction and unit testing,
including responsibility for developing and coordinating the integration test plan, scripts, and the
integrated testing of these interfaces with any internal or external interface.
 Please respond in the table below.
Interfaces & Integrations Response/Comments
Respondent staffing (# of hours)
TPU Staffing (skill set and # of hours)

Deliverables Response/Comments
Describe any design specifications
necessary for addressing product
modifications for required interfaces
(SAP, postal software, etc.)
Other (add as many rows as needed)
Processes Response/Comments
Discuss the process to be used to
assess necessary
interfaces/integrations.
Describe the approach to creating
necessary interfaces/integrations.
Discuss the process used to modify
base product code and successfully
unit test and system test.
Describe how security on all external
interfaces will be handled.
Other (add as many rows as needed)

Product Documentation
Please describe staffing and approach for providing, in cooperation from the product vendor, system
and user documentation. Contractor shall modify the documentation as required to reflect TPU’s
customizations. All documentation will be maintained at TPU and be the property of TPU.
 Please respond in the table below.
Product Documentation Response/Comments
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Confirm ability to provide at least one
copy of systems documentation for
applications software, as well as
system administration documentation
and training manuals.
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Confirm agreement to modify the


documentation as required to reflect
TPU customizations.
Other (add as many rows as needed)
Processes Response/Comments
Other (add as many rows as needed)

Product Training
Contractor shall be responsible for providing detailed training to the core team and TPU support staff
for training all TPU’s primary, secondary and casual users.

TRAINING AND KNOWLEDGE TRANSFER APPROACH


Describe your approach and method for training developers, testers, system administrators, operational
support personnel and end-users of the system prior to, during and post implementation of the system.
The training plan must address the approach for determining training needs, developing a training
strategy, and the method and schedule to deliver the appropriate level of training at the right time.
Describe in detail Respondent’s on-going knowledge transfer approach.
 Please respond in the table below.
Product Training Response/Comments
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Provide a listing of up front training
required of the Core Team.
Provide a plan for comprehensive
knowledge transfer for key power users
and technical staff in order to maintain
the system in the future to include
system patching and other
maintenance.
Provide a training plan identifying the
minimum number of training hours that
will be provided as a part of the base
package. Plan should include price
listing, timetable and suggested
audience. The plan will identify the
actual training staff, hours, and
materials.
Describe the assumed skill levels of
each group, training room
requirements and the functional
responsibilities covered in each
session.

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Describe how an online (self-help)


training program, if available, for
ongoing training requirements would
be utilized.
Other (add as many rows as needed)
Processes Response/Comments
Describe the key elements of
knowledge transfer approach.
Identify the timeline for knowledge
transfer, training curriculum and other
factors that ensure knowledge transfer
has occurred.
Describe the process or tools that will
be used to facilitate knowledge
transfer.
Describe how the knowledge transfer
documentation will be
updated/maintained. Indicate how
much of this documentation would be
leveraged from existing documentation.
Describe the “train the trainer”
approach that will be used to instruct
the TPU training team in how to
provide training to TPU end users.
Other (add as many rows as needed)

Product Testing
Please describe your approach to testing services, which focuses on planning, executing and approving
the tests to be conducted which includes the following activities:

1. Test Planning. A series of system tests will be conducted to ensure that the new solution
has been successfully configured and enhanced. This activity deals with the development of
the various test plans that govern the testing and acceptance process, and will guide the
overall approach, unit test conditions, unit test data, and anticipated unit test results. The
test plan will govern all aspects of the testing process.
2. Test Execution. Perform testing with, TPU business units and IT resources. Once the
enhancements, interfaces, and reports have been unit tested, delivered, and preliminarily
accepted by TPU, they will be placed into an integration test environment. The integration
test ensures that the new solution works with the enhancements that have been made to the
system. In addition, the integration test will confirm that the system has been accurately
configured. This is a lengthy process that requires robust regression testing. Further,
performance and volume tests are conducted to ensure that batch and on-line service levels
are being met by the system. In some instances a parallel test of some nature will be
conducted.

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 Please respond in the table below.


Product Testing Response/Comments
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Provide test plan outlining the testing
approach, methods, tools, data,
participants, and other items required
for successful product testing.
Other (add as many rows as needed)
Processes Response/Comments
Describe plan to conduct a
comprehensive systems test utilizing
TPU’s environment and its data.
Discuss verification and validation of
the Contractor’s test plan and test
scripts by TPU.
Discuss how TPU testing team will be
trained to test and the purpose and
approach for each testing phase.
Describe approach for the
management of (tracking and
resolving) issues/bugs in the software.
Describe a typical test team (size, skill
set, etc.) and environment based on
experience with similar projects.
Other (add as many rows as needed)

Go Live Readiness and Product Roll-Out


The Contractor shall provide a readiness evaluation based on pre-determined, approved criteria. TPU
will review the final results of testing to accept readiness of the system and approve production cutover.
At least 2 successful full-cycle parallel runs will be required prior go live. The Contractor, along with
TPU, will stage all aspects of the system, develop a schedule, and conduct all Production Cutover
activities.
 Please respond in the table below.
Product Roll-Out (Go Live) Response/Comments
Respondent Staffing (# of hours)
TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Provide sample product and test plans
showing results and metrics for each
test cycle.

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Provide validation and reconciliation


reports, metrics plan.
Provide a detailed deployment plan
including a pre cutover, cut over and
post go live activities checklist.
Other (add as many rows as needed)
Processes Response/Comments
Describe the process for final review of
testing and parallel runs to accept
readiness of the system and approve
Production Cutover.
Describe any other manual activities
anticipated at Go Live.
Describe the approach to defining and
managing the rollout of project
capability, to planning and facilitating
workforce training, production turnover
and to providing system support.
Other (add as many rows as needed)

Post Implementation Support


The Contractor shall provide immediate production critical support to TPU for a minimum of 90
business days after go live. The key members of the Contractor’s implementation team who were in
lead positions during the implementation of the solutions will provide this post go live support on site for
at least the first 30 business days.
Describe your post-implementation and ongoing support plan, including:
 Help desk support
 Configuration Management
 Development support
 Infrastructure support
 System/Database support

 Please respond in the table below.


Post Installation Support Response/Comments

Respondent staffing (# of hours)


TPU Staffing (skill set and # of hours)
Deliverables Response/Comments
Provide an action plan and associated
timeline to address post
implementation issues.
Other (add as many rows as needed)
Processes Response/Comments

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Describe the roles/titles of each key


person who will participate in post go-
live support on-site at TPU and the
number of hours that they will plan to
be on-site.
Describe the roles/titles of each key
person who will participate in post go-
live support off-site and the number of
hours that they will be devoted to the
support of TPU’s StreamServe solution
following go-live.
Other (add as many rows as needed)

Final System Acceptance


Describe final system acceptance and stabilization plan.

 Please respond in the table below.


Deliverables Response/Comments
Provide final system acceptance and
stabilization plan.
Other (add as many rows as needed)
Processes Response/Comments
Other (add as many rows as needed)

4.3 STATEMENT OF WORK


Include a Statement of Work (SOW) specifically for the implementation of StreamServe 5.6 (most
current version) at TPU. SOW should include, but not be limited to, the tasks, responsibilities and
timeframes discussed in Item 4.2.
 Please include a detailed Statement of Work for the implementation of StreamServe 5.6 (most
current version) at Tacoma Public Utilities.

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5. OPTIONAL EFFORTS
Respond to TPU’s Optional Efforts as described in RFP Section 2.04.G. The description of the effort,
resources, hours and cost provided for each of the selected Optional Efforts is incremental to the
Minimum Objective effort, staffing and cost described in 4.2 above.

5.1 DESIRED UTILITY BILL FEATURES


Provide a response in any or all of the items below if any of the Optional Efforts regarding Desired Bill
Features will be included in the response.
TPU will provide management, technical, and business resources to be involved in the project effort
based on the Contractor’s project management approach and associated activities described in 4.2.
Describe if and how your approach and methodology will differ for these optional efforts. Also address
how you will utilize TPU personnel and ensure comprehensive knowledge transfer.

Combine energy and energy delivery charges into one line for Power
The charges are shown separately on the current utility bill.
Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Addition of demand meter data on consumption graphs (dual axes


display)
This feature is intended to provide customers that have demand meters with demand and consumption
data on the same graph for more comprehensive analysis.
Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.

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3rd Party hours (for work that will be


required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Addition of average cost per day for each service


This data is not currently derived in SAP and therefore not included in current utility bill.
Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Addition of tax breakdown for each service (taxes are currently rolled
into the rate in SAP)

Describe the process to accomplish


this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

5.2 MIGRATE REMAINING FORMS TO OPENTEXT


Provide a response below for any or all of the Optional Efforts regarding the migration of TPU’s
remaining forms to OpenText/StreamServe if they will be included.

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Describe if and how your approach and methodology will differ for this optional effort to migrate TPU’s
remaining forms to OpenText/StreamServe. Also address how you will utilize TPU personnel and
ensure comprehensive knowledge transfer.

Migrate Warning Notice from Adobe Pro Central to StreamServe


Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 for the RFP’s
Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Migrate Disconnect Notice from Adobe Pro Central StreamServe


Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Migrate Power Crews Timesheet from Adobe Pro Central StreamServe


Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.

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3rd Party hours (for work that will be


required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Migrate Annual Meter Reading Schedule from Adobe Pro Central to


StreamServe
Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

Migrate MARCO (red bill without boilerplate) from Adobe Pro Central to
StreamServe

Describe the process to accomplish


this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

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5.3 RECOMMEND MOVE OF POST-PROCESSING FROM SAP(ZBS) TO


STREAMSERVE AND OTHER IMPROVEMENTS
Provide a response below if the optional effort of recommending (and helping to implement) a more
standardized post processing process (removal of customization in SAP/ZBS transaction) is included.
TPU will provide management, technical, and business resources to be involved in the project effort
based on the Contractor’s project management approach and associated activities described in 4.2
above. Describe if and how your approach and methodology will differ for this optional effort to
standardize the invoice process. Also address how you will utilize TPU personnel and ensure
comprehensive knowledge transfer.
Describe the process to accomplish
this Optional Effort. Describe how this
complements or is different than the
effort described in 4.2 above for the
RFP’s Minimum Objective.
Number of hours required to complete
this Optional Effort. Include any
subcontractor hours.
3rd Party hours (for work that will be
required by someone other than the
Contractor (and subcontractors) and
TPU.
TPU hours required.

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6. ADDITIONAL INFORMATION
Product and company brochures and other additional information related to this RFP may be included
with here. Note, however, that while inclusion of such materials is allowed, these will not be evaluated
and may not be used in lieu of providing requested information. See RFP section 3.01.

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