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AgdaPkt 2017-06-26 Closed and Joint SA PFA
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AgdaPkt 2017-06-26 Closed and Joint SA PFA
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Last modified
9/21/2017 12:53:14 PM
Creation date
6/22/2017 4:17:46 PM
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Template:
CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Joint
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
6/26/2017
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Discovery1.1 – Project Sponsor Planning Meeting <br />1.2 – Work Plan Development <br />1.3 – Work Plan Review with Stakeholders <br />1.4 – Kickoff Meeting <br />1.5 – Request and Review Documentation <br />1.6 – Conduct Discussions with City Management <br />1.7 – Conduct System Requirements Interviews <br />1.8 – Document Functional Requirements <br />1.9 – Document Interfaces and Technical Requirements <br />1.10 – Document Data Conversion Requirements <br />1.11 – Prepare Initial Organization Readiness Report <br />1.12 – Develop Gap Analysis Report <br />1.13 – Identify Potential Vendors <br />Budget2.1 – Prepare Preliminary Budget Estimate(s) <br />2.2 – Prepare Estimated Timeline(s) <br />System <br />Implementation <br />ü Preliminary Budget Estimate(s) <br />ü Estimated Timeline(s) <br />ü Draft and Final Work Plans <br />ü Kickoff Meeting Presentation <br />ü Documentation Request List <br />ü Functional Requirements Document <br />ü Interface Context Diagrams and Technical <br />Requirements Document <br />ü Data Conversion Requirements <br />Document <br />ü Organization Readiness Report, Risk Log, <br />and Change Management Approach <br />ü Gap Analysis Report <br />ü Vendor Listing(s) <br />DeliverablesPhases and Tasks <br />1 <br />2 <br />3 <br />4 RFPRFP <br />3.1 – Prepare Draft RFP(s) <br />3.2 – Review Draft RFP(s) with Stakeholders <br />3.3 – Inform Potential Vendors of RFP Release <br />3.4 – Release RFP <br />Selection <br />3.5 - Address Vendor Questions <br />3.6 - Facilitate Bidder’s Conference <br />3.7 - Prepare Evaluation Approach and Criteria <br />3.8 - Prepare Evaluation Committee <br />3.9 - Screen Proposals <br />3.10 – Review and Score Proposals <br />3.11 – Conduct Selection Workshop <br />3.12 – Prepare for Proof-of-Capabilities (POC) <br />3.13 – Facilitate POC Meetings <br />3.14 – Complete Finalist(s) Due Diligence <br />3.15 – Prepare Response Analysis Report <br />Negotiation <br />3.16 – Research Prior Vendor Agreements <br />3.17 – Conduct Initial Agreement Review <br />3.18 – Facilitate Negotiation Strategy Workshop <br />3.19 – Conduct Negotiation Meetings <br />3.20 – Assist in Council Approval <br />ü Draft and Final RFP(s) <br />ü Vendor Notification of RFP Release <br />ü Vendor Question Responses <br />ü Agenda for Bidder Conference <br />ü Evaluation Scoring Approach and <br />Scoring Template <br />ü Evaluation Scoring Summary <br />ü POC Meeting Agenda and Scripts <br />ü Updated Scoring Summary <br />ü Reference Check Template <br />ü Response Analysis Report <br />ü Negotiation Strategy Document <br />ü Draft and Final Agreement Comments <br />ü Council Agenda Packet(s) <br /> <br />Figure 3 – Methodology Overview <br />In the following pages, we provide a detailed discussion of each phase. <br />Attachment 1 to Exhibit A <br />REV: 06-15-17 JS <br />ATTY/AGR/2017.127/NEXLEVEL-FSR CONSULTANT <br />Page 17 of 28 <br />6.1.E. - Page 32
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