Gate 3 Solution Development Evaluation Scorecard (Part B) Department of Technology, SIMM 19C, New 7/29/2016 Department of Technology Project Number: Submittal Completeness 3.13 General Information 3.14 Part B Submittal Information 3.15 Solicitation Package and Evaluation Readiness 3.16 Public Contract Code (PCC) 6611 Readiness 3.17 Protest Processes 3.18 Project Management Planning 3.19 Staffing Allocation 3.20 Final Solicitation Package Submission STPD and ITPOD Instructions: The statements below will help to ensure that all information is provided and complete. Any information that results in a deficiency will need to be corrected by the submitting Agency/state entity. 3.14 Part B Submittal Information Contact information, submission date, and submission type are identified. Meets Requirements Deficiencies For Updated Submission (Post-Approval)/(Pre-Approval), the sections updated are identified and summary of the changes is provided. Meets Requirements Deficiencies The Project Approval Lifecycle Executive Transmittal was signed off by the authorized staff. Meets Requirements Deficiencies Condition(s) from prior Stages/Gates are adequately addressed with an appropriate response and clearly define an action status. Meets Requirements Deficiencies 3.15 Solicitation Package and Evaluation Readiness For Section 3.15, the sections included in the solicitation package are checked and the solicitation provides details for all applicable solicitation template sections. Meets Requirements Deficiencies Section 3.15 contains (at a minimum): Section 1: Introduction – Term of the contract Current and proposed environment Section 2: Bidding Instructions – Key action dates provide sufficient time between each action/event governing competition have not been modified The draft proposal phase is included Section 3: Administrative Requirements – All mandatory administrative requirements are included Meets Requirements Deficiencies
Section 3.15, Question 4: If “Yes,” confidential information is posted in the Bidder’s Library and appropriate security and access controls are in place that meet security and legal standards. If “No,” no confidential information is anticipated to be posted to the Bidder’s Library. Meets Requirements Deficiencies For Section 3.15, the Agency/state entity has identified the scoring and point distribution breakdown for each evaluation area relevant to the Agency/state entity’s requirements, consistent with the STPD Solicitation template, Scoring and Point Distribution sample in SIMM 195. Meets Requirements Deficiencies Section 3.15, Question 5: If “Yes,” the evaluation methodology, points and/or approach has been validated and tested. If “No,” testing or validation of evaluation methodology is not required. Meets Requirements Deficiencies Section 3.15, Question 6: If “Yes,” the bidder and key staff qualifications and references have been provided and validated. If “No,” the bidder and key staff qualifications and references are in progress and must be provided prior to the release of the solicitation. If “N/A,” the bidder and key staff qualifications and references are not required. Meets Requirements Deficiencies Section 3.15 Question 7: If “Yes,” the documentation substantiates that all key stakeholders (executive sponsors, business and IT project team, and procurement team) are knowledgeable and committed to the evaluation methodology for the solicitation. If “No,” key stakeholder knowledge and commitment to the evaluation methodology must be validated prior to solicitation release. Requirements Deficiencies Section 3.15, Question 8: If “Yes,” the Agency/state entity provided a complete plan (i.e., demo script, pre-defined set of questions, pass/fail and/or scoring criteria). If “No,” bidder demonstrations are not required. Meets Requirements Deficiencies Section 3.15, Question 9: If “Yes,” all applicable changes (e.g., changes to the solution requirements, cost worksheets, evaluation methodology, terms, SOW) have been described and are included in the solicitation package as a result of the STPD Process. If “No,” the documentation validates that no changes were made as a result of the Pre-Solicitation Process. Meets Requirements Deficiencies 3.16 Public contract Code (PCC) 6611 Readiness
Statewide Technology Procurement Division review completed California Project Management Office review completed (as a service provider) Reviewer Date Department of Finance review completed Reviewer Date Office of GIS review completed Reviewer Date Collaborative Review Collaborative Review completed Yes Not Applicable (Anticipated NonReportable) Insert Risk California Department of Technology Decision Approved Not Approved Approved with Conditions Withdrawn Condition(s): Insert Condition Rationale for Decision: ITPOD Oversight Manager and Statewide Technology Procurement Division (STPD) STPD Acquisition Specialist Reviewer: Email: Phone ITPOD Oversight Manager: Email: