1. Dr.Ashraf Alhilaly - 00966545022224 Steps in doing an HB project Projects - according to the action plan Compose the RFP Agency activities - Compose the RFP Compose main document Compose functional requirements Compose non-functional requirements Compose appendices 2. Dr.Ashraf Alhilaly - 00966545022224 3. Dr.Ashraf Alhilaly - 00966545022224 Project initialization Project initialization Business Analysis Business Analysis Compose the RFP Compose the RFP RFP issuing and evaluation process RFP issuing and evaluation process E-Services Projects 1 2a 3 4 Technology Analysis Technology Analysis 2b Activities Use one of many we proven project management methods Prince II, PMI, DSDM or SSADM Define/identify final goals and objectives for the project Form organization Define project plan with objectives and milestones Deliverables Project goals and objectives Project organisation Project plan Analyse the technical requirements in the areas of Technical Architecture Hardware Security Monitoring and management Environments test, staging and operation An analysis of the technical requirements Map existing processes Redesign the new processes Analyse the functional requirements Data needed for the services The use-cases definition Service specification Process flowcharts and description Datamodel Use-case descriptions Service specification Compose the RFP consisting of the elements: Main RFP Functional and non-functional requirements Appendicies A RFP ready for issuing 1st Round of Evaluation Review & Scoring 2nd Round of Evaluation Top 6** Bidders 3rd Round of Evaluation Bidders Responses 4th Round of Evaluation: Technical Gap Analysis & Negotiation Final Evaluation Report. Technical & Financial Scores & Ranking 2a 2b1 3 4 4. Dr.Ashraf Alhilaly - 00966545022224 Compose the RFP Compose the main RFP document Instructions for the bidder Terms & conditions, Compose the functional requirements Using the e-Services Framework - the functional part Business Process Mapping and Redesign (As-Is ->To-Be) Use Case Data/term-model Reuse or contribute to YEFI standards Service specification Compose non-functional requirements Using the e-Services Framework the non-functional part Infrastructure (GSB, Security, e-Forms, ) Performance, PM, QA, Education, .) 5. Dr.Ashraf Alhilaly - 00966545022224 1. Introduction 1.1. Issuing Office 1.2. Purpose 1.3. RFP Organization 1.4. Background 2. Current Situation 2.1. Current IT-system(s) 2.2. Current Processes and Modules 2.3. Project Objectives 2.4. Business Drivers 2.5. Business Value Proposition 3. Scope of work 3.1. Requirements Numbering Scheme 3.2. Functional Requirements 3.3. Non-Functional Requirements 6. Dr.Ashraf Alhilaly - 00966545022224 Processes Process model Process specification Data model Data model Data specification Use Cases Use Case model Use Case specification Services Service specification Service-operations specification 7. Dr.Ashraf Alhilaly - 00966545022224 1. Web-Based Application Requirements 2. Data Migration & Transformation Requirements 3. Integration Requirements 4. Technical Solution Architecture Requirements 5. Software Requirements 6. Hardware Requirements 7. Development, Test, & Staging Environment Requirements 8. Security Requirements 9. Monitoring & Management Requirements 10. Performance & Scalability Requirements 11. Implementation Requirements 12. Maintenance & Support Requirements 13. Change Enablement & Training Requirements 14. Operations Requirements 15. Acceptance Requirements 16. Proposal Format 8. Dr.Ashraf Alhilaly - 00966545022224 Appendix A - Instructions to Bidder and Proposal Submission and Evaluation Appendix B - Standard Terms & Conditions Appendix C - Requirements Compliance Matrix Appendix D - Bill of Materials & Information Tables for Technical Proposal Appendix E - Training Template Appendix F - Bidders References Template Appendix G - BOM for Financial Proposal 9. Dr.Ashraf Alhilaly - 00966545022224 An estimation tool is a part of the framework. It can be used either under the development of the RFP or stand alone in other contexts The tool is covering these main subjects: Development Functionality Non-Functional Data conversion/migration Technical Hardware Software Licenses Network Project related expenses Test Project Management Documentation Post Project Maintenance and Support per year Operations per year 10. Dr.Ashraf Alhilaly - 00966545022224 Low Medium High Functionality 631 841 1051 Non-Functional 150 200 250 Data conversion/migration 37 49 61 Development subtotal (excl. Test) 818 1090 1363 Test 286 382 477 Development Totals (incl. Test) 1104 1472 1839 Development Totals (SAR) SAR 2.207.250 SAR 2.943.000 SAR 3.678.750 Hardware SAR 2.400.000 SAR 2.400.000 SAR 2.400.000 Software Licenses SAR 2.390.000 SAR 2.390.000 SAR 2.390.000 Network SAR 633.000 SAR 633.000 SAR 633.000 Tecnical Architecture Totals (SAR) SAR 5.423.000 SAR 5.423.000 SAR 5.423.000 Project Management SAR 3.020.700 SAR 4.027.600 SAR 5.034.500 Documentation SAR 763.025 SAR 836.600 SAR 910.175 Unforseeable expences SAR 763.025 SAR 836.600 SAR 910.175 Project Expences Totals (SAR) SAR 4.546.750 SAR 5.700.800 SAR 6.854.850 Project Totals (SAR) SAR 12.177.000 SAR 14.066.800 SAR 15.956.600 Maintenance and Support per year SAR 1.826.550 SAR 2.110.020 SAR 2.393.490 Operations per year SAR 2.435.400 SAR 2.813.360 SAR 3.191.320 Post Project Totals SAR 4.261.950 SAR 4.923.380 SAR 5.584.810 SAR Post Project Development Tecnical Architecture mandays Project Expences 11. Dr.Ashraf Alhilaly - 00966545022224 Release the RFP Initial state: - the final e-Service RFP developed Final state: - e-Service vendor selected Select vendor Conduct Pre-Bid meeting Receive proposals Receive RFP Questions Evaluate proposals Submit Clarifications Answers Agency 12. Dr.Ashraf Alhilaly - 00966545022224 1st Round of Evaluation: Technical Proposals Review & Scoring of Proposals 2nd Round of Evaluation: Top 6** Bidders Presentations 3rd Round of Evaluation: Review of Bidders Responses Suggested .. to .. weeks Suggested .. WeeksSuggested .. to .. Weeks Final Evaluation Report. Combined technical & Financial Scores & Ranking 4th Round of Evaluation: Bidders Technical Gap Analysis & Negotiation Suggested .. weeks Bidders ranking & Scores Bidders Strength & Weaknesses Invitation for top 6 Bidders Bidders Response to Presentations Questions Updated Bidders ranking & Scores Bidders Strength & Weaknesses Final Technical recommendation Report ** Number of invited Bidder can change as appropriate 13. Dr.Ashraf Alhilaly - 00966545022224 Weeks Activity Deliverables Round 0: Preparation Form evaluation committee representing agency business and IT, and agency finance Form Technical evaluation team that includes two technical analysts / consultants and one experienced technical consultant with relevant experience to the RFP technical solution Evaluation committee members Technical evaluation team members Round 1: Week .. through Week Conduct initial survey of all proposals, use the Bidders Responses Survey.xls worksheet to determine bidders compliance with RFP submission requirements and identify knock-off candidates Compliance matrices preparation add calculation. Review and Scoring of technical Proposals by the evaluation team(s). Send invitation letter to top n ranked bidders Knock-off Candidate Ranked bidders list based on technical scores and criteria Bidders scores and scoring sheets Summary of Bidders Strengths & Weaknesses Preparation of Invitation letter to top n ranked bidders Schedule of presentation for top n bidders & obtain confirmation for scheduled presentations for invited bidders 14. Dr.Ashraf Alhilaly - 00966545022224 Weeks Activity Deliverables Round 2: Week ..through Week Invited bidders to present their technical proposals Evaluation committee and technical evaluation team should attend top n bidders presentations Request from bidders to submit responses and clarifications to questions raised within one week. Round 3: Week .. through Week Bidders are to submit responses to questions raised during presentations Review of received Bidders responses Technical evaluation team should update scores and ranking as well as prepare for strengths and weaknesses evaluation for invited bidders Revised bidders scores and scoring sheets Revised ranked Bidders based on technical scores and criteria for invited bidders Revised summaries of Bidders Strengths & Weaknesses for invited bidders Ranked invited bidders based on technical and financial criteria Round : Week through Week Select one or two bidders to perform technical gap analysis and negotiation Conduct meetings with selected bidder(s) for technical negotiation and technical gap analysis Detailed technical gap analysis for selected 1 or 2 bidders Final evaluation & recommendation report 15. Dr.Ashraf Alhilaly - 00966545022224 Key Deliverables: Bidders ranking based on Technical Proposal evaluation Bidders Technical score sheets Summary of Bidders strengths and weakness Bidders ranking based on Technical Proposal Evaluation and Financial score Final Evaluation Recommendation Report 16. Dr.Ashraf Alhilaly - 00966545022224