Commonwealth of Massachusetts
Information Technology Division
Commonwealth of Massachusetts –
Information Technology Division
Request for Quotation ITD RFQ 14-38
VMAX Storage Upgrade2 + SRM Upgrade
Amended May 16, 2014
May 7, 2014
THIS RFQ AND ALL RESPONSES HERETO INCLUDING THE WINNING BID SHALL BECOME PUBLIC
RECORD AS OF THE DATE THE CONTRACT REFERENCED HEREIN IS AWARDED, AND CAN BE
OBTAINED FROM THE INFORMATION TECHNOLOGY DIVISION’S LEGAL UNIT BY SENDING AN
EMAIL TO MICHELLE.BURWELL@STATE.MA.US. ANY PORTIONS OF A RESPONSE THAT ARE
LABELED AS CONFIDENTIAL WILL STILL BE CONSIDERED PUBLIC RECORD.
RFQ – VMAX Capacity Upgrade 2 & SRM Upgrade
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1. General Procurement Information
Purchasing Department:
Information Technology Division
Address:
200 Arlington St
Chelsea, Massachusetts 02150
Procurement Contact:
Rick Herbert
Telephone:
617-660-4452
E-Mail Address:
Rick.Herbert@state.ma.us
RFQ File Number and Title:
ITD RFQ 14-38
VMAX Storage Upgrade2 + SRM Upgrade
This Request for Quotes (“RFQ”) does not commit the Commonwealth of Massachusetts
(“Commonwealth”) or the Information Technology Division (“ITD”) to approve a Statement of Work, pay
any costs incurred in the preparation of a Bidder’s response to this RFQ or to procure or contract for
products or services. ITD reserves the right to accept or reject any and all proposals received as a result
of this RFQ and to contract for some, all or none of the products and services as a result of this RFQ. ITD
further reserves the right to negotiate with any or all qualified Bidders and to cancel in part or in its
entirety this RFQ if it is in the best interest of ITD or the Commonwealth of Massachusetts to do so.
ITD reserves the right to amend this RFQ at any time prior to the date the responses are due. Any such
amendment will be posted to the Commonwealth’s interim procurement WIKI website, here and will be
mailed to all vendors on the contracts specified below Bidders are advised to check this site regularly, as
this will be the sole method used for notification of changes.
This RFQ is restricted to vendors on the statewide hardware contract ITC47 who are authorized to sell
storage.
This RFQ refers to the following attachments:
Exhibit A:
Template Statement of Work
2. Agency
ITD is responsible for the provision of infrastructure services, development of IT policy, and
implementation and oversight of all information technology investments for the Commonwealth and its
respective agencies. In addition, ITD provides the processing and application programming services for
many state departments using some of the most advanced hardware and software available.
3. Overview
ITD needs to expand block storage capacity for an existing EMC VMAX storage array at MITC and
to upgrade of its existing EMC Control Center and Storage Scope implementation for data
storage resource management and data storage chargeback information collection.
RFQ – VMAX Capacity Upgrade 2 & SRM Upgrade
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4. Requested Products & Services
The winning Bidder shall be capable of providing the following goods and services as part of this
engagement:
Table 1 – Hardware & Software (Serial Numbers)
Serial Number HK192605320:
Line #
QTY
Product ID
Description
HW/SW
SYSTEM
UPGRADE SOLUTION
Serial Number:
HK192605320
VMAX 15SLT DR ENCL UFD
HW
VMAX 15SLT DR ENCL UPG
HW
1
8
2
8
SBDE15DCHUFD
SB-DE15-DIRU
3
2
SB-DB-SPS-U
VMAX SB SPS UPG
HW
4
1
SB-FE00040U
VMAX 4Gb 4M FIC-UPG
HW
5
1
SB-ADD64NDEU
VMAX UPG ENGINE-64GB
HW
6
1
SB-FE00400TU
VMAX 10Gb 4M GIGE-UPG
HW
7
60
NF4151461BU
VMAX 4G 15K146GB DRV UPG
HW
8
44
NF4154501BU
VMAX 4G 15K450GB DRV UPG
HW
9
4
SB-GE-SRDF
VMAX GIGE SRDF PORTS
HW
10
1
SB-PCBL3DHR
50A 3PH DELTA HBL-RSTOL
HW
11
2
SB-ACON3P-50
ADPTR AC 3PH 50A W/3/4IN CONDUIT ADPTR
HW
12
1
SB-DB-DIR-3DU
VMAX SB DIR DELTA UPG
HW
13
2
SB-DBDCSPS-UF
VMAX SB DCH SPS UFD
HW
Unit
Price
Extended
Price
Hardware Sub-total
1
1
ESP-UPG
ESP BASE UPGRADE
SW
2
26
ESP-C06
ESP 1TB (101-150TB)
SW
3
1
SYMVP-RN-OPN
SYMM VIRTUAL PROV RUNTIME
SW
4
1
SYMM-LS
SYMM LICENSE SOLUTION
SW
5
26
456-102-894
SW
6
1
457-100-530
RMT ASYNC-ADD-SRDFACMPEXT NOSATA101150T
RMT ASYNC-ADD ON-SRDFA CMPEXT-UPG
7
26
456-104-054
ENGINUITY NON-SATA 101-150TB
SW
8
1
457-100-969
ENGINUITY CAP UPG LICENSE
SW
SW
Software Sub-total
Serial Number HK192605721
Line #
QTY
Product ID
Description
HW/SW
Unit
Price
MITC VMAX 600GB Drive Upgrade SN HK192605721
Serial Number:
HK192605721
1
82
NS4106001BU
VMAX 4G 10K 600GB SAS DRV UPG
HW
HW
2
2
SB-32-64UFD
VMAX MEMCONV 2X16 to 2X32 GB
HW
Hardware Sub-total
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Line #
QTY
Product ID
Description
1
1
SYMM-LS
SYMM LICENSE SOLUTION
SW
2
48
456-104-055
ENGINUITY NON-SATA 151-250TB
SW
3
1
457-100-969
ENGINUITY CAP UPG LICENSE
SW
4
48
456-102-965
SW
5
1
457-100-544
LOCL REP-TFCLN CNFLASH NON-SATA
151-250T
LOCL REP PROT-TFCLONE CNFLASHUPG
Software Sub-total
HW/SW
Unit
Price
SW
SRM
Line #
Qty
Product ID
Description
1
2
SYMM-LS
SYMM LICENSE SOLUTION
2
2
457-101-178
SRSTP VMAX20K BASE =IC
3
2
457-002-043
SYMM MGMT SUITE VMAX 20K BASE LICENSE
4
200
456-006-235
SYMM MGMT SUITE VMAX 20K N-S 151-250TB
5
200
456-104-720
SRSTP VMAX20K (151-250TB) =CB
6
2
PSUPGD-VMAX
ZERO DOLLAR VMAX UPGRADE
7
5
SRMST-SITE
SRST SITE; SERVER BASE =IA
8
2
SRSTC-VMAX-B
SRSTC VMAX BASE =IC
9
2
SRSTW-VMAX-B
SRSTW VMAX BASE =IC
10
200
SRSTW-VMX7
SRSTW VMAX (151-250TB) NONSATA =CB
11
200
SRSTC-VMX7
SRSTC VMAX (151-250TB) NONSATA =CB
12
72
456-104-718
SRSTP VMAX20K (61-100TB) =CB
13
72
456-006-233
SYMM MGMT SUITE VMAX 20K N-S 61-100TB
14
72
SRSTC-VMX5
SRSTC VMAX (61-100TB) NONSATA =CB
15
72
SRSTW-VMX5
SRSTW VMAX (61-100TB) NONSATA =CB
16
2
SRSTC-VNX5
SRSTC VNX/CX/NS TIER 5 =IC
17
2
SRSTU-VNX5
SRSTU VNX/CX/NS TIER 5 =IC
18
1
SRSTU-VNX4
SRSTU VNX/CX/NS TIER 4 =IC
19
1
SRSTC-VNX4
SRSTC VNX/CX/NS TIER 4 =IC
20
Unit Extended
Price
Price
SRM Software Sub-total
For the installation and maintenance described below in Table 2, Bidder must agree to hold maintenance
rates fixed (no price increases) for three years and agree that the rate of maintenance for each
successive year beyond three (3) years will not increase more than 2% over the rate for the previous
year.
Table 2 - Maintenance
Line
QTY
Item
Description
Unit
Price
Extended
Price
Storage Upgrade Maintenance
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1
PREMIUM SOFTWARE SUPPORT - HK192605320
2
PREMIUM SOFTWARE SUPPORT - HK192605721
Maintenance Sub-total for HW
SRM SW Maintenance
Line
QTY
Item
Description
3
5
M-PRESW-001
PREMIUM SOFTWARE SUPPORT
4
2
M-PRESW-011
5
2
M-PRESW-E12
PREMIUM SOFTWARE SUPPORT PLATFORM/ELM
PREMIUM SOFTWARE SUPPORT
6
2
PS-CUS-EXPSMA
BILLABLE EXPENSE SMARTS
Unit
Price
Extended
Price
Maintenance Sub-total for
5. Additional Requirements
ITD expects the services described in the Bidder’s response to be completed no later than June 27,
2014, regardless of the Effective Date of any Statement of Work entered under this RFQ (as such
Effective Date is defined in such Statement of Work).
Services required in this RFQ include installation, initial configuration and testing of the specified
capacity onsite at ITD’s Data Centers at Chelsea. ITD shall have the option at its sole discretion to
modify, increase, reduce or terminate any activity related to any Agreement entered into under this
RFQ whenever, in the judgment of ITD, the goals of RFQ have been modified or altered in a way
that necessitates such changes.
Table 3 - Services
Line
QTY
Item
Description
1
Installation both serial numbers.
2
Installation SRM
Unit
Price
Extended
Price
6. Payment
This is a fixed price engagement.
7. Order of Precedence
The contract resulting from this RFQ shall consist of the following documents in the following order
of precedence:
(1) the Commonwealth’s Terms and Conditions;
(2) the Commonwealth’s Standard Form Contract;
(3) the Commonwealth’s RFR ITC47, whichever is relevant;
(4) the Bidder’s response thereto;
(5) this RFQ;
(6) the Statement of Work and any other document negotiated between the parties and executed by
both parties; and
(7) the Bidder’s response to this RFQ.
8. Event Calendar
All times in this RFQ are prevailing Eastern Time.
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Event Calendar
CALENDAR EVENT
RFQ Posting and Release
RFQ Responses Due
DATE
May 7, 2014
May 22, 2014
TIME
5:00 PM
5:00 PM
Bids received after the stated closing date and time will not be considered.
9. Submission Requirements
Interested Bidders must submit one (1) electronic copy of the response to the RFQ in Microsoft
Word format via e-mail to Rick.Herbert@MassMail.State.MA.US with a copy to
Annemarie.Kates@state.ma.us and should specify “RFQ 14-38 – MITC VMAX Capacity Upgrade2
and SRM – [VENDOR NAME] Response” in the subject line of the e-mail. Responses must be
received no later than the response due date and time indicated in the Event Calendar above or
they will not be evaluated.
10. Bidder Responses
Bidders’ responses should include, at a minimum, the following:
1.
A signed cover letter in which the Bidder affirmatively states that it agrees to the terms of
this RFQ and affirms that the Bidder is approved under, is providing the bid under, and
abides by the terms of ITC47.
2.
The Bidder’s business response which:
a. Details the Bidder’s affirmative agreement to provide the materials and deliverables
as required under Section 4 of this RFQ, as well as any proposed additions to the
tasks or deliverables based on the Bidder’s proposed approach.
b. Includes a chart showing the names and roles of Bidder personnel who will perform
the services described in Bidder’s response, as well as the anticipated hours per
resource per task.
c.
3.
Includes an unlocked redline version of the Statement of Work (“SOW”), the template
of which is attached hereto as Exhibit A, which fills in information required to be
provided by the successful bidder. Most of the standard terms of the SOW are
nonnegotiable but the parties will negotiate the specific approach for and timing of
Tasks and Deliverables (as defined in the SOW) based on Bidder’s response.
A cost response which:
a. Provides an all-inclusive fixed price for the purchase, installation and configuration of
the named products and services herein. The Commonwealth will not pay any costs
and expenses not included in the cost response.
b. Unless services are being provided at zero cost, provides hourly rates for the
resources completing the tasks and deliverables set forth in Section 4 of this RFQ.
All proposed rates must include all costs and expenses, including without limitation
RFQ – VMAX Capacity Upgrade 2 & SRM Upgrade
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delivery services, travel and all other costs and expenses. Rates must be good for
the term of the SOW (as defined below).
c.
Is in a format that may be used to generate a purchase order, i.e., is on company
letterhead and includes a quotation reference (quote number and/or date).
d. Includes the chart requested in 2(b) above showing the names and roles of Bidder
personnel, update to include the hourly rate of such personnel. All proposed rates
must include all costs and expenses, including without limitation delivery services,
travel and all other costs and expense. The Commonwealth will not pay any costs
and expenses not included in the cost response. Rates must be good for the term of
the SOW (as defined below). ITD reserves the right to negotiate the engagement of
such personnel, on a time and materials basis at the hourly rates provided, and at no
more than 40-hours per week for each person, for work closely related to the project
described in this RFQ but not specifically described herein.
11. Miscellaneous
By submitting a proposal in response to this RFQ, Bidders agree to the following terms:
1.
2.
3.
All bids submitted in response to this RFQ must be valid for a minimum of ninety (90)
calendar days.
Extraneous marketing or promotional materials are discouraged and such information will
not be factored into the evaluation of Bidders.
ITD will not pay any charges not set forth in the Bidder’s response.
12. Evaluation Criteria
The responses to this RFQ will be evaluated based on the criteria listed below. The criteria are
listed in descending order of importance with the most important criteria listed first. The
procurement management team reserves the right to remove from further consideration nonresponsive bids and those that include attempts by the Bidder to alter the Commonwealth’s
standard legal terms.
1. Price
2. Proposed time to completion.
13. Miscellaneous
A.
Bid/Response Rejection
ITD reserves the right to reject any or all bids (responses), in whole or in part and for any reason
deemed non-compliant or non-response per this RFQ, its attachments or any subsequent changes.
Bidders are advised to check prior to submitting a response to ensure that they have the most recent
RFQ files and forum questions and answers. Bidders may not alter (manually or electronically) the RFQ
language or any RFQ component files. Modifications to the body of the RFQ, forum questions and
answers, specifications, terms and conditions, or which change the intent of this RFQ are prohibited and
may disqualify a response. ITD reserves the right not to enter any agreement under this RFQ.
B.
Contract Amendments
ITD reserves the right to amend this RFQ or any contract resulting from this RFQ. ITD may
negotiate changes to the original performance measures, reporting requirements or payment
methodologies tied to performance at any time during the contract duration if they are consistent with the
specifications of this RFQ. ITD reserves the right to negotiate and execute contract amendments with the
contractor(s) which ITD determines as necessary to result in the intent of this RFQ, to amend the
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specifications for necessary requirements, or to result in a better valued contract. Negotiation would be
with the successful contractor(s) of this RFQ. Amendments may include, but are not limited to, contract
dollars, contract performance, increased or decreased obligations, scope of work, quantity, etc.
C.
Limitations.
This RFQ does not commit the Commonwealth or ITD to approve a Statement of Work, pay any
costs incurred in the preparation of a bidder’s response to this RFQ or to procure or contract for products
or services. ITD reserves the right to accept or reject any and all proposals received as a result of this
RFQ and to contract for some, all or none of the products and services as a result of this RFQ. ITD
further reserves the right to negotiate with any or all qualified bidders and to cancel in part or in its entirety
this RFQ if it is in the best interest of ITD or the Commonwealth of Massachusetts to do so.
D.
Review Rights
Responses to this RFQ may be reviewed and evaluated by any person(s) at the discretion of ITD
including non-allied and independent consultants retained by ITD now or in the future, for the sole
purpose of obtaining an analysis of responses. Any and all respondents may be asked to further explain
or clarify in writing areas of their response during the review process. ITD retains the right to request
further information from respondents.
E.
Nonresponsive Bids
ITD reserves the right to exclude from further consideration nonresponsive bids that fail to meet
the submission requirements of this RFQ.
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Attachment A
HARDWARE INSTALLATION STATEMENT OF W ORK
BY AND BETWEEN
THE INFORMATION TECHNOLOGY DIVISION
OF THE
COMMONWEALTH OF MASSACHUSETTS
AND
[VENDOR NAME]
FOR THE
VMAX STORAGE UPGRADE PROJECT & EMC SRM SOLUTION
1.
INTRODUCTION
The following document will serve as a Hardware Installation Statement of Work (“SOW”) by
and between the Information Technology Division (“ITD”) of the Commonwealth of
Massachusetts and [Vendor Name], a [state of organization] [type of company] (“[Vendor
Abbreviation]”) to apply to work on the VMAX storage upgrade (the “Project”)). The entire
agreement between the parties (the “Agreement”) consists of the following documents in the
following order of precedence: (1) the Commonwealth Standard Terms and Conditions; (2) the
Commonwealth’s Standard Form Contract; (3) Request for Response ITC47 (“RFR”); (4)
[Vendor Abbreviation]’s response thereto; (5) the Request for Quotes (“RFQ]; ITD RFQ 14-38
VMAX Storage Upgrade 2 and SRM(6) this SOW and any other documents negotiated between
and signed by both parties; and (7) [Vendor Abbreviation]’s response to the RFQ.
2.
DEFINITIONS
The terms used in this SOW, unless defined in this SOW or in an amendment made hereto,
shall have the meaning ascribed to them in the other documents that constitute the Agreement
between the parties.
“Business Day” is any day other than a Saturday, Sunday or any day on which offices of the
Commonwealth (as set forth in the legal holiday calendar), banking institutions or savings and
loan associations in the Commonwealth are authorized or required to close. As used in this
definition, the term “legal holiday calendar” shall mean the Legal Holiday Calendar maintained
and published by the Executive Office for Administration and Finance, available at
http://www.mass.gov/anf/employment-equal-access-disability/oversight-agencies/hrd/legalholiday-calendar.html
“Deliverable” means any work product that [Vendor Abbreviation] delivers for the purposes of
fulfilling its obligations to ITD under the terms of the Agreement, including work product that
[Vendor Abbreviation] must submit to ITD for ITD’s approval in accordance with the formal
acceptance procedures set forth within the SOW or the Task Order(s) entered into hereunder.
“Milestone Date” means a date or set of dates by which the Deliverable(s) and/or Task(s) are
required to be completed in good faith and submitted for acceptance.
“Milestone Payment Amount” means a defined payment amount associated with the
completion of a particular Deliverable or Task or set of Deliverables or Tasks, following
acceptance of such Deliverable(s) and/or Task(s) by ITD.
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“Task” means a material activity engaged in by [Vendor Abbreviation] for the purpose of fulfilling
its obligations to ITD under the terms of the Agreement, which may or may not result in the
creation of a Deliverable.
“Task Order” means an amendment to this SOW that specifies Tasks, Deliverables, or hourly
rate services to be completed by [Vendor Abbreviation] under the terms of this Agreement.
All references to time shall be deemed to be prevailing Eastern Time in Boston, Massachusetts
3.
OVERVIEW, EFFECTIVE DATE AND TERM
The purpose of this Project is to upgrade expand block storage capacity for an existing EMC
VMAX 20K storage array at MITC and to install an upgrade to the ITD SRM (Storage Resource
Management) too, which was competively quoted and procured.. [Vendor Abbreviation] will
provide the professional services described in the RFQ.
This Agreement’s term (the “Term”) begins on the date on that it is executed by both parties (the
“Effective Date”) and shall terminate at 5:00 p.m. on [INSERT END DATE] (“Termination Date”).
Notwithstanding the foregoing, Sections 5.1 and 5.2 of System Security, Section 10.1 Warranty
and such other provisions of this SOW that by their express written terms survive termination,
shall survive the termination of the remainder of this SOW.
4.
POINTS OF CONTACT
4.1
Single Point of Contact
[Vendor Abbreviation] and ITD will each assign a single point of contact with respect to
this SOW. It is anticipated that the contact person will not change during the Term of
this Agreement. In the event that a change is necessary, the party requesting the
change will provide prompt written notice to the other. In the event a change occurs
because of a non-emergency, two-week written notice is required. For a change
resulting from an emergency, prompt notice is required. [Vendor Abbreviation]’s contact
person is [Vendor Contact Name and Title], who can be reached at [Vendor Contact
Address, phone number(s), email].
ITD’s contact is Rick Herbert, Director of Data Management, who can be reached at
OTD, 200 Arlington St., Chelsea, MA 02150; 617-660-4452, rick.herbert@state.ma.us .
4.2.
Affiliates and Subcontractors [Delete provision 4.2 the following provision if the
Vendor is not using subcontractors and has no affiliates]
[Vendor Abbreviation] shall take full responsibility for project management. [Vendor
Abbreviation] shall submit all subcontracts related to work to be performed hereunder for
approval by ITD within two weeks of the Execution Date of this SOW and within two
weeks for any Task Order issued hereunder which entails work by [Vendor Abbreviation]
subcontractors. [Vendor Abbreviation] shall ensure that its affiliate(s) and
subcontractor(s) that perform work efforts under this SOW shall comply with all terms of
the Agreement.
[Vendor Abbreviation] will act as prime contractor for the [Vendor Abbreviations]’s
affiliate(s) and subcontractor(s) and be responsible for the performance of affiliate(s) and
subcontractor(s). [Vendor Abbreviation] must (i) submit the subcontractor for written
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approval by ITD’s Project Manager prior to the affiliate or subcontractor providing
services under the Agreement, (ii) be responsible for the affiliate’s or subcontractor’s
performance under the Agreement and compliance with all relevant covenants,
warranties and other terms and provisions of the Agreement, and (iii) require the affiliate
or subcontractor to agree to all relevant covenants, warranties, and other terms and
provisions of the Agreement, including without limitation Sections 5.1 and 5.2 of System
Security.
5.
SYSTEM SECURITY
As part of its work efforts under this SOW, [Vendor Abbreviation] will be required to use
Commonwealth data and IT resources. For purposes of this work effort, “Commonwealth
Data” shall mean data provided by the ITD to [Vendor Abbreviation], which may physically
reside at a Commonwealth or ITD or [Vendor Abbreviation] location.
5.1
Commonwealth Data
In connection with Commonwealth Data, [Vendor Abbreviation] will implement
commercially reasonable safeguards necessary to:
5.1.1
5.1.2
5.1.3
5.2
Prevent unauthorized access to Commonwealth Data from any public or
private network;
Prevent unauthorized physical access to any information technology
resources involved in the development effort; and
Prevent interception and manipulation of Commonwealth Data during
transmission to and from any servers.
Commonwealth Personal Data
In addition to the above requirements for Commonwealth Data, [Vendor
Abbreviation] may be required to use the following Commonwealth personal data
under M.G.L. c. § 66A and/or personal information under M.G.L. c. 93H, or to
work on or with information technology systems that contain such data as [here
agency should list the categories of such data that the vendor will be required to
use] in order to fulfill part of its specified tasks. For purposes of this work effort,
electronic personal data and personal information includes data provided by the
ITD to [Vendor Abbreviation] which may physically reside at a location owned
and/or controlled by the Commonwealth or ITD or [Vendor Abbreviation]. In
connection with electronic personal data and personal information, [Vendor
Abbreviation] shall implement the maximum feasible safeguards reasonably
needed to:
5.2.1
5.2.2
Ensure the security, confidentiality and integrity of electronic personal
data and personal information;
Prevent unauthorized access to electronic personal data or personal
information or any other Commonwealth Data from any public or private
network;
RFQ – VMAX Capacity Upgrade 2 & SRM Upgrade
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5.2.3
6.
Notify ITD immediately if any breach of such system or of the security,
confidentiality, or integrity of electronic personal data or personal
information occurs.
ACCEPTANCE OR REJECTION PROCESS
[Vendor Abbreviation] will submit the required Tasks and/or Deliverables specified in this SOW,
or any Task Order entered into hereunder, to ITD’s Project Manager for approval and
acceptance. ITD will review work product for each of the Tasks and/or Deliverables and
evaluate whether each Task or Deliverable has clearly met in all material respects the criteria
established in this Agreement and the relevant Task Order specifications. Once reviewed and
favorably evaluated, the Tasks and/or Deliverables will be deemed acceptable.
Within approximately ten (10) Business Days after receipt of each Task or Deliverable, ITD’s
Project Manager will notify [Vendor Abbreviation], in writing, of the acceptance or rejection of
said Task or Deliverable using the acceptance criteria specified in this Section and associated
with the Task or Deliverable specifications in this Agreement. A form signed by ITD shall
indicate acceptance. [Vendor Abbreviation] shall acknowledge receipt of acceptance forms in
writing. Any rejection will include a written description of the defects of the Task or Deliverable.
If ITD does not respond to the submission of the Task or Deliverable, within five (5) Business
Days of ITD’s receipt of each Task or Deliverable, [Vendor Abbreviation] shall provide a
reminder notice to ITD’s Project Manager. If ITD fails to reject a Task or Deliverable within five
(5) Business Days after ITD’s receipt of the reminder notice, the Task or Deliverable is deemed
accepted.
If ITD rejects a Task or Deliverable, [Vendor Abbreviation] will, upon receipt of such rejection,
correct the specified defects and deliver an updated version of the Task or Deliverable to the
Commonwealth within five (5) Business Days from receipt of the rejection notice (or such other
time as agreed to by ITD’s Project Manager in writing). ITD will then have an additional five (5)
Business Days from receipt of the updated Task or Deliverable to notify [Vendor Abbreviation],
in writing, of the acceptance or rejection of the updated Task or Deliverable. Any such rejections
will include a description of the way in which the updated Task or Deliverable fails to correct the
previously reported deficiency.
Following any acceptance of a Task or Deliverable which requires additional work to be entirely
compliant with the pertinent specifications, and until the next delivery, [Vendor Abbreviation] will
use reasonable efforts to provide a prompt correction or workaround.
7.
PROJECT MANAGEMENT
[Vendor Abbreviation] and ITD must notify the other party’s Project Managers of any change in
the name, address, phone number, fax number, or email address of their respective Project
Manager.
7.1
ITD’s Project Manager
[INSERT NAME OF Agency Abbreviation Designed Project Manager, Agency Project
Manager Title] (“ITD’s Project Manager”) shall perform project management on behalf
of ITD for this engagement. ITD’s Project Manager will:
7.1.1
Work closely with [Vendor Abbreviation]’s Project Manager to ensure
successful completion of the project.
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7.1.2
Consult with [Vendor Abbreviation]’s Project Manager to develop the
Project Management Plan.
7.1.3
Review weekly status reports and schedule weekly meetings with [Vendor
Abbreviation], as necessary.
7.1.4
Acquire ITD project team members as needed.
7.1.5
Coordinate ITD’s review of the Deliverables and sign an acceptance form
to signify acceptance for each accepted Deliverable.
ITD’s Project Manager reports to [name and title], who reports to [name and title][repeat
this phrase until last named individual is agency head]. [Name individual, with title] will
sign this SOW and all amendments hereto on behalf of ITD.
7.2
Vendor Project Manager
[The parties may insert additional language in this Section to incorporate the vendor’s
additional project management practices for project planning, tracking, reporting and
management, including the types, frequency and contents of reports that will be provided
by the developer to the agency.]
[INSERT NAME OF Vendor Abbreviation Designed Project Manager, Vendor Project
Manager Title] (“[Vendor Abbreviation]’s Project Manager”, and together with ITD’s
Project Manager, the “Project Managers” and each a “Project Manager”)) shall perform
project management on behalf of [Vendor Abbreviation] for this engagement. [Vendor
Abbreviation]’s Project Manager will:
7.2.1
Be responsible for administering this Agreement and the managing of the
day-to-day operations under this Agreement.
7.2.2
Serve as an interface between ITD’s Project Manager and all [Vendor
Abbreviation] personnel participating in this engagement.
7.2.3
Develop and maintain the Project Management Plan, in consultation with
ITD’s Project Manager.
7.2.4
Facilitate regular communication with ITD’s Project Manager, including
weekly status reports/updates, and review the project performance
against the project plan. Facilitate weekly project status meetings for the
duration of the engagement.
7.2.5
Update the project plan on a weekly basis and distribute at weekly
meetings for the duration of the engagement.
7.2.6
Sign acceptance forms to acknowledge their receipt from ITD.
7.2.7
Be responsible for the management and deployment of [Vendor
Abbreviation] personnel.
[Vendor Abbreviation]’s Project Manager reports to _____, who reports to_____ [repeat
until reaching engagement partner or equivalent]. [Name and title], being an authorized
signatory named in [Vendor Abbreviation]’s response to the RFR, will sign this SOW and
all amendments thereto on behalf of [Vendor Abbreviation].
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7.3 Issue Resolution
The Project Managers from each organization bear the primary responsibility for
ensuring issue resolution. If they mutually agree that they are unable to resolve an issue,
they are responsible for escalating the issue to [insert name and title of respective
persons at agency and vendor].
8.
Amendments to the Scope of Work
This Agreement may be amended prior to the end of the Term. The Project Manager who
would like to request a change in scope for this engagement or any other terms contained within
the Agreement, will provide the suggested amendment in writing to the other party’s Project
Manager. The Project Managers will jointly determine whether the change impacts any terms
contained within the Agreement. The parties may mutually agree to the change through a
written amendment to this SOW.
For any amendment entered into under this Agreement where [Vendor Abbreviation] will be
providing services on a Time and Materials basis, the parties shall apply the Time and Materials
terms as described in Section 11 of this SOW to the relevant Task Order.
9.
Personnel
9.1
Key Personnel
[Vendor Abbreviation] agrees to provide the following personnel for the following
amounts of time for the duration of this project:
TABLE 1
KEY PERSONNEL
Staff Members
Role
Time Commitment
expressed as percentage
of full time
[Vendor Abbreviation] shall assign all of the foregoing personnel to this engagement on
the time basis set forth in Table 1. In the event that a change is necessary, [Vendor
Abbreviation]’s Project Manager will provide prompt written notice to ITD’s Project
Manager of the proposed change. If the personnel change is a result of a nonemergency, [Vendor Abbreviation]’s Project Manager shall provide ITD’s Project
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Page 14
Manager two-week written notice. For personnel changes that result from an
emergency, [Vendor Abbreviation]’s Project Manager shall provide prompt written notice
to ITD’s Project Manager. ITD’s Project Manager has the right to accept or reject all
personnel. [Vendor Abbreviation]’s personnel must comply with the Information
Technology Division’s relevant Policies, Standards and Guidance and workplace
policies, which may be located at www.mass.gov/itd.
9.2
Equipment, Work Space, Office Supplies
ITD will provide [workspace, cubicles, standard office equipment, and standard network
connectivity provided to state employees] for [Vendor Abbreviation] team members
working on-site for activities defined by this SOW or in the relevant Task Order. [Vendor
Abbreviation] will submit a list of employees who will need access to the building and to
state systems before execution of this SOW. Any [Vendor Abbreviation] employees who
have access to IT resources must comply with the “Acceptable Use Policy” (see
www.mass.gov/itd) or any alternative Acceptable Use Policy adopted by the ITD.
9.3
Related Project Knowledge
In addition to the “Statewide Contract IT Specifications”, all other terms of ITS47 and all
other terms of ITS43, [Vendor Abbreviation] shall, prior to commencing any other work
under this SOW, become familiar with the following documents: [here list any other
material that the vendor must master in order to perform under the contract, such as
prior studies, agreements, reports, etc.].
10.
ADDITIONAL TERMS
10.1
Warranty
[Vendor Abbreviation] represents and warrants to ITD that:
10.1.1 [Vendor Abbreviation] and its subcontractors are sufficiently staffed and
equipped to fulfill [Vendor Abbreviation]’s obligations under this
Agreement;
10.1.2 [Vendor Abbreviation]’s services will be performed:
10.1.2.1
By appropriately qualified and trained personnel;
10.1.2.2.
With due care and diligence and to a high standard of quality
as is customary in the industry;
10.1.2.3
In compliance with the delivery dates set forth in Table 2 and
the terms and conditions of this Agreement; and
10.1.2.4
In accordance with all applicable professional standards for
the field of expertise;
10.1.3 Deliverables delivered under this Agreement will substantially conform
with the Tasks and Deliverable descriptions set forth in this Agreement;
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10.1.4 [Vendor Abbreviation] has obtained all rights, grants, assignments,
conveyances, licenses, permissions and authorizations necessary or
incidental to any materials owned by third parties supplied or specified by
[Vendor Abbreviation] for incorporation in the Deliverables to be
developed;
10.1.5 Documentation provided by [Vendor Abbreviation] under this Agreement
shall be in sufficient detail so as to allow suitably skilled, trained, and
educated ITD personnel to understand the operation of the Deliverables.
[Vendor Abbreviation] shall promptly, at no additional cost to ITD make
corrections to any documentation that does not conform to this warranty;
and
10.1.6 Any systems installed, customized, created or otherwise modified by
[Vendor Abbreviation] under this SOW shall operate in substantial
conformance with the specifications for the installation, customization,
system creation or other modifications for a minimum of three months (the
“Warranty Period”) after ITD accepts such system or modifications
pursuant to Section 6 of this SOW. During the Warranty Period, [Vendor
Abbreviation] shall correct any Severity Level I, II or III defects.
As used in this Section 10.1.6, Severity Level I, II and III are defined as
follows:
11.

Severity Level I: This is either a safety issue or an issue that affects a central
requirement for which there is no workaround. It prevents either use or testing of the
system.

Severity Level II: This is an issue that affects a central requirement for which there is
a workaround, where use or testing of the system can proceed in a degraded mode,
or an issue that affects a non-central requirement for which there is no workaround,
where the feature cannot be used.

Severity Level III: This is an issue that affects a non-central requirement for which
there is a workaround, or a cosmetic issue, i.e. information is correctly shown but the
appearance is wrong, such as misspelled words, wrong font, wrong indentation, etc.
[VENDOR ABBREVIATION] TASKS AND DELIVERABLES
This Section describes the Deliverables that [Vendor Abbreviation] will provide to ITD and the
Tasks that [Vendor Abbreviation] will complete by the end of the engagement described in this
SOW. A Task or Deliverable will be considered “complete” when all the acceptance criteria set
forth in this SOW have been met or the prescribed review period for each Deliverable or Task
has expired without written response from ITD. The Task/Deliverable numbers are referred to in
subsequent sections throughout this SOW.
All written documents shall be delivered in machine-readable format, capable of being
completely and accurately reproduced by computer software on a laser printer. All itemized
and/or annotated lists shall be delivered in computer spreadsheets, capable of being imported
to Microsoft Excel 2010 [or name alternative desktop software used by agency]. All meetings
shall be held at MITC, 200 Arlington Street, Chelsea, MA unless agreed to otherwise by the
Project Managers. Meetings must be scheduled at least three full Business Days in advance,
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with reasonable accommodation of attendees’ schedules. All meeting results will be described
in a follow-up report generated by [Vendor Abbreviation]’s Project Manager and approved by
ITD’s Project Manager.
11.1
Fixed Price Tasks and Deliverables:
[AGENCY AND VENDOR INSERT: Draft the specific description for each fixed price
Task and/or Deliverable that is material for completion of services and deliverables for
work efforts under the RFQ.]
For the Fixed Price Tasks and Deliverables of this Agreement, [Vendor Abbreviation]
shall perform Tasks or deliver Deliverables in conformance with the Description and
Metrics of Acceptance on or before Milestone Dates set forth in Table 4.
Deliverable/
Task
Number
TABLE 2
Deliverables and Tasks
Deliverable or Task Name
Description and Metrics
of Acceptance
1.1
Inventory of
components
Storage
1.2
Installation
1.3
Inventory of SRM components
1.4
Installation, Configuration,
Implementation, and Testing of
SRM components –
Watch4Net Install
o Installation of core W4N
software
o Installation of client permanent
license
o Configuration of aggregates &
retention
o Configuration & validation of
database
o Installation of W4N Alerting
module
o Update W4N Build Guide
o Take in Traps from ProSphere
and SCA
- Prosphere Install
- SCA Install
RFQ – VMAX Capacity Upgrade 2 & SRM Upgrade
upgrade
Milestone
Schedule
Date)
(Due
ITD
acceptance
of
inventory of all software
components
ITD
acceptance
of
installation,
configuration,
implementation,
and
testing.
ITD acceptance of
inventory of all software
components
May 31, 2014.
ITD acceptance of
installation,
configuration,
implementation, and
testing
June 27, 2014
May 31, 2014
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1.5
Configure up to Five (5) report
packs consisting of:
o ReportPack for Oracle Database
o ReportPack for VMAX
o ReportPack for VNX Block
o ReportPack for VNX File
o ReportPack for VMWare
1.6
Chargeback Reporting –
o Update data collectors to use
CSV inputs for Rate Code and
Account
o Implement SAN and NAS
chargeback report
o Install and Review report
1.7
11.2
Documentation and Knowledge
Transfer
o Architectural Overview
o Review of W4N data model
o User interface (getting a report,
searching data etc.)
o Documentation location in user
interface
o Creating users
o Roles and Rights
o Alerting
o Report Packs
o Report Wizard
o Creation of VPLEX / VNX
Storage Pool Report
o Adding a VPLEX / VNX
o Database maintenance (cleanup)
o Database restore from backup
o Discovery
ITD acceptance of
installation,
configuration,
implementation, and
testing
June 27, 2014
ITD acceptance of
installation,
configuration,
implementation, and
testing
June 27, 2014
ITD acceptance of
documentation
completion
June 27, 2014
Time and Materials Personnel
[Vendor Abbreviation] agrees to provide the following Named Resources on a Time and
Materials basis and as described in any relevant Task Order entered into hereunder:
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TABLE 3
Time and Materials Resources
Named
Resource
11.3
Title
Hourly
Rate
Payment Terms
All payments under this Agreement shall be made in accordance with the
Commonwealth's bill paying policy.
11.4
Fixed Price Payments for Tasks and Deliverables
A Deliverable or Task will be considered “completed” when ITD has determined
that the acceptance criteria for that specific Deliverable or Task has been met as
specified in Table 4 of this SOW or the relevant Task Order, and elsewhere in
this Agreement. [Vendor Abbreviation] agrees to invoice the Commonwealth for
the Deliverables or work completed per the requirements set forth in this SOW
and the relevant Task Order and after the Deliverable or Task has been accepted
by ITD pursuant to Section 6 of this SOW. ITD will make payments to [Vendor
Abbreviation] only after receiving an accurate invoice for Tasks and Deliverables
completed and accepted pursuant to Section 6 of this SOW. Payments for
specific Tasks and Deliverables shall be made in accordance with Table 4 below.
TABLE 4
Fixed Price Deliverables and Tasks
11.5
Deliverable
or Task
Number
Deliverable or Task Name
Milestone Date
Milestone Payment
Amount
1
Install and test all drives
June 27, 2014
N/A
2
Install and test all SRM
components as described abovel
June 27, 2014
N/A
Time and Materials Payments
For the Time and Materials Services provided in any Task Order entered
hereunder, [Vendor Abbreviation] shall complete the work described in the
relevant Task Order and as scheduled through weekly planning meetings.
[Vendor Abbreviation] will submit weekly reports to ITD’s Project Manager
detailing the hours actually worked by the Named Resource performing Time and
Materials work and described herein or in the relevant Task Order. The weekly
reporting must show actual resource hours worked against assigned tasks.
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[Vendor Abbreviation] will also report weekly to ITD’s Project Manager its
expected work effort the forthcoming week, showing the Named Resource’s
expected level of effort. The Named Resource will not be authorized for work
without the prior review and authorization by ITD’s Project Manager.
[Vendor Abbreviation] shall provide a bi-weekly invoice to ITD’s Project Manager
for the actual hours worked per week of the Named Resource identified in Table
3. No invoice will exceed 40 hours per week per resource unless expressly
approved in advance in writing by ITD’s Project Manager. The total payments
under this SOW or the relevant Task Order will not exceed the authorized hours
or the total authorized amount as identified in the relevant Task Order. ITD’s
Project Manager will review and approve these invoices based on satisfactory
work performance by the Named Resource. ITD’s Project Manager may
terminate use of the Named Resource by providing ten (10) days written notice to
[Vendor Abbreviation]’s Project Manager. If termination is “For Cause”, or for a
violation of a term of this Agreement, ITD may terminate use of the Named
Resource effective immediately by providing written notice to [Vendor
Abbreviation]’s Project Manager.
12.
TRANSFER OF ENGAGEMENT PRODUCTS AT CONTRACT TERMINATION
12.1 It is expressly understood by [Vendor Abbreviation] that ITD plans to support and
maintain the [technology description] (the “Solution”) without [Vendor
Abbreviation]’s assistance after termination of this Agreement, and therefore
requires extensive knowledge concerning the installation, operation, and support and
maintenance of the Solution from [Vendor Abbreviation] so that ITD is able to
perform these activities without the assistance of [Vendor Abbreviation].
13.
MAINTENANCE
[Agency and Vendor: Address maintenance to be provided by vendor, if any, and cost thereof]
[remainder of page intentionally left blank]
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The undersigned hereby represent that they are duly authorized to execute this SOW on behalf
of their respective organizations.
Information Technology Division
[Vendor Name], a [state of organization]
[type of company]
By: ________________________
By: ________________________
[Vendor Signatory Name]
[ITD Signatory Name]
[Title]
[Title]
Date:______________________
Date:______________________
[Vendor Name], a [state of organization]
[type of company]
By: ________________________
[Vendor Signatory Name]
[Title]
Date:______________________
Signature page to SOW
Version Control – Do Not Remove or Modify: Based on ITD Hardware RFQ Template SOW, Aug. 2012
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