Common use of Minimally Required Activities and Deliverables Clause in Contracts

Minimally Required Activities and Deliverables. The Contractor shall perform ongoing project IV&V monitoring activities and will review and validate issues/deficiencies/risks identified with the project. Project monitoring activities include, but are not limited to:  Providing an independent, objective, third-party view of project efforts with the intent of protecting the State’s interests.  Providing personnel, processes, approaches and tools to perform IV&V services for Florida information technology projects  Performing assessments on both project and program management processes and work products.  Providing objective observations and recommendations  Assessing and reporting overall project performance, extrapolating future project progress and success, and identifying any possible impediments to successful project completion  Examining all project artifacts and documents to evaluate the effectiveness of the project management controls, procedures and methodology  Assessing the effectiveness of project communication, assessing Customer involvement  Developing performance metrics that facilitate the tracking of progress / completion of project tasks and milestones  Reviewing all project cost and expenditure documentation and making recommendations for efficient use of funds  Validating identified risks and issues and proposed response(s) and assessing impact to the project progress or success  Verifying and validating the quality of project work products (deliverables)  Reviewing statements-of-work, solicitations, and contracts to verify alignment between requirements and solicited or contracted terms  Providing guidance and training on standards and best practices for project management  Ensuring project teams follow required standards, including, but not limited to, Administrative Rule, Florida Statutes, and federal requirements.  If additional specific requirements for any IV&V consulting services are needed they will be determined by the Customer in a project specific Statement of Work attached to a Request for Quote. In addition to the activities listed above, the Contractor will be required to provide presentations and oral reports, attend meetings and events, perform records management and administrative responsibilities related to the contract, and maintain open and effective communication with the Customer’s Project Manager, Sponsor(s), and oversight entities. The activities identified above (and others) are necessary to provide input into the deliverables below which will be minimum requirements in Statements of Work issued by Customers in a Request for Quote. Format, frequency, and details related to the activities (identified above and below) shall be detailed in the Customer’s Request for Quote. AST approval must be obtained for any deviation from the below deliverables for any project for which AST provides oversight pursuant to 282.0051 F.S. Pursuant to 74-1, Florida Administrative Code, IV&V contract deliverables, including invoices, will be provided to AST at or around the time they are delivered by the IV&V Contractor to the Agency. IV&V Management Plan The Contractor shall develop and submit to the Customer an IV&V Management Plan to include:  A detailed description of how the Contractor plans to perform the IV&V services. This description must include methodologies, strategies, standards, and approaches employed by the Contractor for executing each of the IV&V activities within the Customer's Statement of Work. An organizational structure which demonstrates, among other things, coordination activities among the Contractor, the Customer Project Manager and project team, the Sponsor, stakeholders, and any oversight entities involved in the project.  A description of resources assigned to Contractor activities, tasks, and deliverables.  A description of the deliverables the Contractor will produce as a result of the IV&V activities. IV&V Schedule The Contractor shall develop and submit to the Customer a schedule of IV&V activities, tasks, and deliverables for the project, including the associated due dates for the activities, tasks, and deliverables. IV&V Status Reports / Meetings  The Contractor shall hold IV&V status meetings with the Customer Project Manager and Sponsor.  The Contractor shall hold IV&V status meetings with Customer oversight entities as requested by these entities. Initial Project Assessment Report  The Contractor shall evaluate sufficiency of project scope and objectives, including alignment to legislative intent and its impact on Customer processes and services  The Contractor shall review the Project Management Plan and the planned development of project's schedule, resources, tasks, structures, processes, and procedures, to assess the overall adequacy of the project’s planning.  The Contractor shall assess the adequacy of the project’s organizational, governance, and communication processes  The Contractor shall review the potential impact of any procurement requirements and deadlines. Project Lessons Learned The Contractor shall document lessons learned throughout the project and submit to the Customer a comprehensive report of lessons learned with recommendations for incorporation of best practices into future projects. Weekly Project Assessment Updates The Contractor shall provide weekly updates (between Monthly Reports) to the Customer that assess project status, project management strengths and deficiencies, schedule effectiveness and earned value measures and make recommendations for correcting identified variances from best practices. Monthly Project Assessment Reports The Contractor shall summarize the results of ongoing project monitoring and provide findings and recommendations for improvement of project management and processes. Special Communication The Contractor shall notify the Project Manager, Sponsor and oversight entities immediately in writing when the Contractor determines that circumstances exist that put the scope, budget, schedule, or viability of the project at significant risk as defined in the IV&V Management Plan. Phase Gate Assessment Reports The Contractor shall develop and submit to the Customer and the Agency for State Technology, a Phase Gate Assessment Report six weeks before the end of a project phase. The report shall include: An assessment of the project’s status and progress made during the current phase of the project, and plans for the upcoming phase  An assessment of the project’s ability to meet future project milestones and deliverables, and recommendations on project/Customer readiness to proceed to the next phase. Verification and Validation of Project Deliverables The Contractor shall conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  Organizational Change Management Plan (includes any training plans)  Requirements Documents (Business, Functional, and Technical)  Requirements Traceability Matrix  Data and Document Conversion / Migration Plan(s)  Project Management Plan  Integrated Master Schedule  Design Specifications  Technical Architecture  Coding standards/style guides  Quality Assurance and Test Strategy / Test Plan / Test procedures  Customer acceptance criteria  Security Plans  Implementation / Cutover Plan  Sustaining engineering plan  Customer Project Management Status Reports  Disaster Recovery Plan Review of Solicitation and Procurement Documentation The Contractor shall review any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the Customer, Vendor(s), subcontractor(s), and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.

Minimally Required Activities and Deliverables. The Contractor shall perform ongoing project IV&V monitoring activities and will review and validate issues/deficiencies/risks identified with the project. Project monitoring activities include, but are not limited to:  Providing an independent, objective, third-party view of project efforts with the intent of protecting the StateCustomer’s interests.  Providing personnel, processes, approaches and tools to perform IV&V services for Florida information technology projects  Performing assessments on both project and program management processes and work products.  Providing objective observations and recommendations  Assessing and reporting overall project performance, extrapolating future project progress and success, and identifying any possible impediments to successful project completion  Examining all project artifacts and documents to evaluate the effectiveness of the project management controls, procedures and methodology  Assessing the effectiveness of project communication, communication and assessing Customer involvement  Developing performance metrics that facilitate the tracking of progress / completion of project tasks and milestones  Reviewing all project cost and expenditure documentation and making recommendations for efficient use of funds  Validating identified risks and issues and proposed response(s) and assessing impact to the project progress or success  Verifying and validating the quality of project work products (deliverables)  Reviewing statements-of-work, solicitations, and contracts to verify alignment between requirements and solicited or contracted terms  Providing guidance and training on standards and best practices for project management  Ensuring project teams follow required standards, including, but not limited to, Administrative Rule, Florida Statutes, and federal requirements.  If additional specific requirements for any IV&V consulting services are needed they will be determined by the Customer in a project specific Statement of Work attached to a Request for Quote. In addition to the activities listed above, the Contractor awarded Contractor(s) will be required to provide presentations and oral reports, attend meetings and events, perform records management and administrative responsibilities related to the contract, and maintain open and effective communication with the Customer’s agency Project Manager, Sponsor(s), and oversight entities. The activities identified above (and others) are necessary to provide input into the deliverables below which will be minimum requirements required in Statements of Work issued by Customers in a Request for Quote. Format, frequency, and details related to the activities (identified above and below) shall be detailed in the Customer’s Request for Quote. AST approval must be obtained for any deviation from the below deliverables for any project for which AST provides oversight pursuant to 282.0051 F.S. Pursuant to 74-1, Florida Administrative Code, IV&V contract deliverables, including invoices, will be provided to AST at or around the time they are delivered by the IV&V Contractor to the Agency. IV&V Management Plan The Contractor shall develop and submit to the Customer Develop an IV&V Management Plan to include:  A detailed description of how the Contractor IV&V Vendor plans to perform the IV&V services. This description must include methodologies, strategies, standards, and approaches employed by the Contractor IV&V Vendor for executing each of the IV&V activities within the Customer's Statement this Scope of Work.  An organizational structure which demonstratesreflects, among other things, coordination activities among the ContractorIV&V Vendor, the Customer Project Manager and project team, the Project Sponsor, stakeholdersCustomers, and any oversight entities involved in the project.  A description Description of resources assigned to Contractor IV&V activities, tasks, and deliverables.  A description Description of the deliverables the Contractor will produce to be produced as a result of the IV&V activities. IV&V Schedule The Contractor shall develop and submit to the Customer a Develop an IV&V schedule of IV&V activities, tasks, and deliverables for the project, including the associated due dates for the activities, tasks, and deliverables. IV&V Status Reports / Meetings  The Contractor shall hold Hold IV&V status meetings with the Customer IV&V team, Project Manager and Project Sponsor.  The Contractor shall hold Hold IV&V status meetings with Customer oversight entities as requested by these entities. Initial Project Assessment Report  The Contractor shall evaluate Evaluate sufficiency of project scope and objectives, including alignment to legislative intent and its impact on Customer agency processes and services  The Contractor shall review Review the Project Management Plan and the planned development of project's schedule, resources, tasks, structures, processes, and procedures, to assess the overall adequacy maturity of the project’s planning.  The Contractor shall assess the adequacy of Assess the project’s organizational, governance, and communication processes  The Contractor shall review Review the potential impact of any procurement requirements and deadlines. Project Lessons Learned The Contractor shall document Document lessons learned throughout the project and submit to the Customer provide a comprehensive report of lessons learned with recommendations for incorporation of best practices into future projects. Weekly Project Assessment Updates The Contractor shall provide Provide weekly updates (between Monthly Reports) to the Customer that assess project status, project management strengths and deficiencies, schedule effectiveness and earned value measures and make recommendations for correcting identified variances from best practices. Monthly Project Assessment Reports The Contractor shall summarize Summarize the results of ongoing project monitoring and provide findings and recommendations for improvement of project management and processes. Special Communication The Contractor shall notify the Project Manager, Sponsor and oversight entities Special communication to all stakeholders will be generated immediately in writing when the Contractor awarded Contractor(s) determines that circumstances exist that put the scope, budget, schedule, or viability of the project at significant risk as defined in the IV&V Management Plan. Phase Gate Assessment Reports The Contractor shall develop and submit to the Customer and the Agency for State Technology, a Phase Gate Assessment Report six weeks before the end of a  Describe project phase. The report shall include: An assessment of the project’s status and progress made during for the current phase of the project, and plans for the upcoming phase  An assessment Provide an analysis of the project’s ability to meet future project milestones and deliverables, deliverables and recommendations on project/Customer agency readiness to proceed to the next phase. Verification and Validation of Project Deliverables The Contractor shall conduct Conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  Organizational Change Management Plan (includes any training plans)  Requirements Documents (Business, Functional, and Technical)  Requirements Traceability Matrix  Data and Document Conversion / Migration Plan(s)  Project Management Plan  Integrated Master / Schedule  Design Specifications  Technical Architecture  Coding standards/style guides  Quality Assurance and Test Strategy / Test Plan / Test procedures  Customer acceptance criteria  Security Plans  Implementation / Cutover Plan  Sustaining engineering plan  Customer Agency Project Management Status Reports  Disaster Recovery Plan Review of Solicitation and Procurement Documentation The Contractor shall review Review of any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the CustomerVendor, Vendor(s), subcontractor(s)subcontractors, and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.

Minimally Required Activities and Deliverables. The Contractor shall perform ongoing project IV&V monitoring activities and will review and validate issues/deficiencies/risks identified with the project. Project monitoring activities include, but are not limited to:  • Providing an independent, objective, third-party view of project efforts with the intent of protecting the State’s interests.  • Providing personnel, processes, approaches and tools to perform IV&V services for Florida information technology projects  • Performing assessments on both project and program management processes and work products.  • Providing objective observations and recommendations  • Assessing and reporting overall project performance, extrapolating future project progress and success, and identifying any possible impediments to successful project completion  • Examining all project artifacts and documents to evaluate the effectiveness of the project management controls, procedures and methodology  • Assessing the effectiveness of project communication, assessing Customer involvement  • Developing performance metrics that facilitate the tracking of progress / completion of project tasks and milestones  • Reviewing all project cost and expenditure documentation and making recommendations for efficient use of funds  • Validating identified risks and issues and proposed response(s) and assessing impact to the project progress or success  • Verifying and validating the quality of project work products (deliverables)  • Reviewing statements-of-work, solicitations, and contracts to verify alignment between requirements and solicited or contracted terms  • Providing guidance and training on standards and best practices for project management  • Ensuring project teams follow required standards, including, but not limited to, Administrative Rule, Florida Statutes, and federal requirements.  • If additional specific requirements for any IV&V consulting services are needed they will be determined by the Customer in a project specific Statement of Work attached to a Request for Quote. In addition to the activities listed above, the Contractor will be required to provide presentations and oral reports, attend meetings and events, perform records management and administrative responsibilities related to the contract, and maintain open and effective communication with the Customer’s Project Manager, Sponsor(s), and oversight entities. The activities identified above (and others) are necessary to provide input into the deliverables below which will be minimum requirements in Statements of Work issued by Customers in a Request for Quote. Format, frequency, and details related to the activities (identified above and below) shall be detailed in the Customer’s Request for Quote. AST approval must be obtained for any deviation from the below deliverables for any project for which AST provides oversight pursuant to 282.0051 F.S. Pursuant to 74-1, Florida Administrative Code, IV&V contract deliverables, including invoices, will be provided to AST at or around the time they are delivered by the IV&V Contractor to the Agency. IV&V Management Plan The Contractor shall develop and submit to the Customer an IV&V Management Plan to include:  • A detailed description of how the Contractor plans to perform the IV&V services. This description must include methodologies, strategies, standards, and approaches employed by the Contractor for executing each of the IV&V activities within the Customer's Statement of Work. An organizational structure which demonstrates, among other things, coordination activities among the Contractor, the Customer Project Manager and project team, the Sponsor, stakeholders, and any oversight entities involved in the project.  • A description of resources assigned to Contractor activities, tasks, and deliverables.  • A description of the deliverables the Contractor will produce as a result of the IV&V activities. IV&V Schedule The Contractor shall develop and submit to the Customer a schedule of IV&V activities, tasks, and deliverables for the project, including the associated due dates for the activities, tasks, and deliverables. IV&V Status Reports / Meetings  • The Contractor shall hold IV&V status meetings with the Customer Project Manager and Sponsor.  • The Contractor shall hold IV&V status meetings with Customer oversight entities as requested by these entities. Initial Project Assessment Report  • The Contractor shall evaluate sufficiency of project scope and objectives, including alignment to legislative intent and its impact on Customer processes and services  • The Contractor shall review the Project Management Plan and the planned development of project's schedule, resources, tasks, structures, processes, and procedures, to assess the overall adequacy of the project’s planning.  • The Contractor shall assess the adequacy of the project’s organizational, governance, and communication processes  • The Contractor shall review the potential impact of any procurement requirements and deadlines. Project Lessons Learned The Contractor shall document lessons learned throughout the project and submit to the Customer a comprehensive report of lessons learned with recommendations for incorporation of best practices into future projects. Weekly Project Assessment Updates The Contractor shall provide weekly updates (between Monthly Reports) to the Customer that assess project status, project management strengths and deficiencies, schedule effectiveness and earned value measures and make recommendations for correcting identified variances from best practices. Monthly Project Assessment Reports The Contractor shall summarize the results of ongoing project monitoring and provide findings and recommendations for improvement of project management and processes. Special Communication The Contractor shall notify the Project Manager, Sponsor and oversight entities immediately in writing when the Contractor determines that circumstances exist that put the scope, budget, schedule, or viability of the project at significant risk as defined in the IV&V Management Plan. Phase Gate Assessment Reports The Contractor shall develop and submit to the Customer and the Agency for State Technology, a Phase Gate Assessment Report six weeks before the end of a project phase. The report shall include: An assessment of the project’s status and progress made during the current phase of the project, and plans for the upcoming phase  • An assessment of the project’s ability to meet future project milestones and deliverables, and recommendations on project/Customer readiness to proceed to the next phase. Verification and Validation of Project Deliverables The Contractor shall conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  • Organizational Change Management Plan (includes any training plans)  • Requirements Documents (Business, Functional, and Technical)  • Requirements Traceability Matrix  • Data and Document Conversion / Migration Plan(s)  • Project Management Plan  • Integrated Master Schedule  • Design Specifications  • Technical Architecture  • Coding standards/style guides  • Quality Assurance and Test Strategy / Test Plan / Test procedures  • Customer acceptance criteria  • Security Plans  • Implementation / Cutover Plan  • Sustaining engineering plan  • Customer Project Management Status Reports  • Disaster Recovery Plan Review of Solicitation and Procurement Documentation The Contractor shall review any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the Customer, Vendor(s), subcontractor(s), and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.

Minimally Required Activities and Deliverables. The Contractor shall perform ongoing project IV&V monitoring activities and will review and validate issues/deficiencies/risks identified with the project. Project monitoring activities include, but are not limited to:  • Providing an independent, objective, third-party view of project efforts with the intent of protecting the StateCustomer’s interests.  • Providing personnel, processes, approaches and tools to perform IV&V services for Florida information technology projects  • Performing assessments on both project and program management processes and work products.  • Providing objective observations and recommendations  • Assessing and reporting overall project performance, extrapolating future project progress and success, and identifying any possible impediments to successful project completion  • Examining all project artifacts and documents to evaluate the effectiveness of the project management controls, procedures and methodology  • Assessing the effectiveness of project communication, communication and assessing Customer involvement  • Developing performance metrics that facilitate the tracking of progress / completion of project tasks and milestones  • Reviewing all project cost and expenditure documentation and making recommendations for efficient use of funds  • Validating identified risks and issues and proposed response(s) and assessing impact to the project progress or success  • Verifying and validating the quality of project work products (deliverables)  • Reviewing statements-of-work, solicitations, and contracts to verify alignment between requirements and solicited or contracted terms  • Providing guidance and training on standards and best practices for project management  • Ensuring project teams follow required standards, including, but not limited to, Administrative Rule, Florida Statutes, and federal requirements.  • If additional specific requirements for any IV&V consulting services are needed they will be determined by the Customer in a project specific Statement of Work attached to a Request for Quote. In addition to the activities listed above, the Contractor awarded Contractor(s) will be required to provide presentations and oral reports, attend meetings and events, perform records management and administrative responsibilities related to the contract, and maintain open and effective communication with the Customer’s agency Project Manager, Sponsor(s), and oversight entities. The activities identified above (and others) are necessary to provide input into the deliverables below which will be minimum requirements required in Statements of Work issued by Customers in a Request for Quote. Format, frequency, and details related to the activities (identified above and below) shall be detailed in the Customer’s Request for Quote. AST approval must be obtained for any deviation from the below deliverables for any project for which AST provides oversight pursuant to 282.0051 F.S. Pursuant to 74-1, Florida Administrative Code, IV&V contract deliverables, including invoices, will be provided to AST at or around the time they are delivered by the IV&V Contractor to the Agency. IV&V Management Plan The Contractor shall develop and submit to the Customer Develop an IV&V Management Plan to include:  • A detailed description of how the Contractor IV&V Vendor plans to perform the IV&V services. This description must include methodologies, strategies, standards, and approaches employed by the Contractor IV&V Vendor for executing each of the IV&V activities within the Customer's Statement this Scope of Work. • An organizational structure which demonstratesreflects, among other things, coordination activities among the ContractorIV&V Vendor, the Customer Project Manager and project team, the Project Sponsor, stakeholdersCustomers, and any oversight entities involved in the project.  A description • Description of resources assigned to Contractor IV&V activities, tasks, and deliverables.  A description • Description of the deliverables the Contractor will produce to be produced as a result of the IV&V activities. IV&V Schedule The Contractor shall develop and submit to the Customer a Develop an IV&V schedule of IV&V activities, tasks, and deliverables for the project, including the associated due dates for the activities, tasks, and deliverables. IV&V Status Reports / Meetings  The Contractor shall hold • Hold IV&V status meetings with the Customer IV&V team, Project Manager and Project Sponsor.  The Contractor shall hold • Hold IV&V status meetings with Customer oversight entities as requested by these entities. Initial Project Assessment Report  The Contractor shall evaluate • Evaluate sufficiency of project scope and objectives, including alignment to legislative intent and its impact on Customer agency processes and services  The Contractor shall review • Review the Project Management Plan and the planned development of project's schedule, resources, tasks, structures, processes, and procedures, to assess the overall adequacy maturity of the project’s planning.  The Contractor shall assess the adequacy of • Assess the project’s organizational, governance, and communication processes  The Contractor shall review • Review the potential impact of any procurement requirements and deadlines. Project Lessons Learned The Contractor shall document Document lessons learned throughout the project and submit to the Customer provide a comprehensive report of lessons learned with recommendations for incorporation of best practices into future projects. Weekly Project Assessment Updates The Contractor shall provide Provide weekly updates (between Monthly Reports) to the Customer that assess project status, project management strengths and deficiencies, schedule effectiveness and earned value measures and make recommendations for correcting identified variances from best practices. Monthly Project Assessment Reports The Contractor shall summarize Summarize the results of ongoing project monitoring and provide findings and recommendations for improvement of project management and processes. Special Communication The Contractor shall notify the Project Manager, Sponsor and oversight entities Special communication to all stakeholders will be generated immediately in writing when the Contractor awarded Contractor(s) determines that circumstances exist that put the scope, budget, schedule, or viability of the project at significant risk as defined in the IV&V Management Plan. Phase Gate Assessment Reports The Contractor shall develop and submit to the Customer and the Agency for State Technology, a Phase Gate Assessment Report six weeks before the end of a • Describe project phase. The report shall include: An assessment of the project’s status and progress made during for the current phase of the project, and plans for the upcoming phase  An assessment • Provide an analysis of the project’s ability to meet future project milestones and deliverables, deliverables and recommendations on project/Customer agency readiness to proceed to the next phase. Verification and Validation of Project Deliverables The Contractor shall conduct Conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  • Organizational Change Management Plan (includes any training plans)  • Requirements Documents (Business, Functional, and Technical)  • Requirements Traceability Matrix  • Data and Document Conversion / Migration Plan(s)  • Project Management Plan  Integrated Master / Schedule  • Design Specifications  • Technical Architecture  • Coding standards/style guides  • Quality Assurance and Test Strategy / Test Plan / Test procedures  • Customer acceptance criteria  • Security Plans  • Implementation / Cutover Plan  • Sustaining engineering plan  Customer • Agency Project Management Status Reports  • Disaster Recovery Plan Review of Solicitation and Procurement Documentation The Contractor shall review Review of any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the CustomerVendor, Vendor(s), subcontractor(s)subcontractors, and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.

Minimally Required Activities and Deliverables. The Contractor shall perform ongoing project IV&V monitoring activities and will review and validate issues/deficiencies/risks identified with the project. Project monitoring activities include, but are not limited to:  Providing an independent, objective, third-party view of project efforts with the intent of protecting the StateCustomer’s interests.  Providing personnel, processes, approaches and tools to perform IV&V services for Florida information technology projects  Performing assessments on both project and program management processes and work products.  Providing objective observations and recommendations  Assessing and reporting overall project performance, extrapolating future project progress and success, and identifying any possible impediments to successful project completion  Examining all project artifacts and documents to evaluate the effectiveness of the project management controls, procedures and methodology  Assessing the effectiveness of project communication, communication and assessing Customer involvement  Developing performance metrics that facilitate the tracking of progress / completion of project tasks and milestones  Reviewing all project cost and expenditure documentation and making recommendations for efficient use of funds  Validating identified risks and issues and proposed response(s) and assessing impact to the project progress or success  Verifying and validating the quality of project work products (deliverables)  Reviewing statements-of-work, solicitations, and contracts to verify alignment between requirements and solicited or contracted terms  Providing guidance and training on standards and best practices for project management  Ensuring project teams follow required standards, including, but not limited to, Administrative Rule, Florida Statutes, and federal requirements.  If additional specific requirements for any IV&V consulting services are needed they will be determined by the Customer in a project specific Statement of Work attached to a Request for Quote. In addition to the activities listed above, the Contractor awarded Contractor(s) will be required to provide presentations and oral reports, attend meetings and events, perform records management and administrative responsibilities related to the contract, and maintain open and effective communication with the Customer’s agency Project Manager, Sponsor(s), and oversight entities. The activities identified above (and others) are necessary to provide input into the deliverables below which will be minimum requirements required in Statements of Work issued by Customers in a Request for Quote. Format, frequency, and details related to the activities (identified above and below) shall be detailed in the Customer’s Request for Quote. AST approval must be obtained for any deviation from the below deliverables for any project for which AST provides oversight pursuant to 282.0051 F.S. Pursuant to 74-1, Florida Administrative Code, IV&V contract deliverables, including invoices, will be provided to AST at or around the time they are delivered by the IV&V Contractor to the Agency. IV&V Management Plan The Contractor shall develop and submit to the Customer Develop an IV&V Management Plan to include:  A detailed description of how the Contractor IV&V Vendor plans to perform the IV&V services. This description must include methodologies, strategies, standards, and approaches employed by the Contractor IV&V Vendor for executing each of the IV&V activities within the Customer's Statement this Scope of Work.  An organizational structure which demonstratesreflects, among other things, coordination activities among the ContractorIV&V Vendor, the Customer Project Manager and project team, the Project Sponsor, stakeholdersCustomers, and any oversight entities involved in the project.  A description Description of resources assigned to Contractor IV&V activities, tasks, and deliverables.  A description Description of the deliverables the Contractor will produce to be produced as a result of the IV&V activities. IV&V Schedule The Contractor shall develop and submit to the Customer a Develop an IV&V schedule of IV&V activities, tasks, and deliverables for the project, including the associated due dates for the activities, tasks, and deliverables. IV&V Status Reports / Meetings  The Contractor shall hold Hold IV&V status meetings with the Customer IV&V team, Project Manager and Project Sponsor.  The Contractor shall hold Hold IV&V status meetings with Customer oversight entities as requested by these entities. Initial Project Assessment Report  The Contractor shall evaluate Evaluate sufficiency of project scope and objectives, including alignment to legislative intent and its impact on Customer agency processes and services  The Contractor shall review Review the Project Management Plan and the planned development of project's schedule, resources, tasks, structures, processes, and procedures, to assess the overall adequacy maturity of the project’s planning.  The Contractor shall assess the adequacy of Assess the project’s organizational, governance, and communication processes  The Contractor shall review Review the potential impact of any procurement requirements and deadlines. Project Lessons Learned The Contractor shall document Document lessons learned throughout the project and submit to the Customer provide a comprehensive report of lessons learned with recommendations for incorporation of best practices into future projects. Weekly Project Assessment Updates The Contractor shall provide Provide weekly updates (between Monthly Reports) to the Customer that assess project status, project management strengths and deficiencies, schedule effectiveness and earned value measures and make recommendations for correcting identified variances from best practices. Monthly Project Assessment Reports The Contractor shall summarize Summarize the results of ongoing project monitoring and provide findings and recommendations for improvement of project management and processes. Special Communication The Contractor shall notify the Project Manager, Sponsor and oversight entities Special communication to all stakeholders will be generated immediately in writing when the Contractor awarded Contractor(s) determines that circumstances exist that put the scope, budget, schedule, or viability of the project at significant risk as defined in the IV&V Management Plan. Phase Gate Assessment Reports The Contractor shall develop and submit to the Customer and the Agency for State Technology, a Phase Gate Assessment Report six weeks before the end of a project phase. The report shall include: An assessment of the project’s status and progress made during the current phase of the project, and plans for the upcoming phase  An assessment of the project’s ability to meet future project milestones and deliverables, and recommendations on project/Customer readiness to proceed to the next phase. Verification and Validation of Project Deliverables The Contractor shall conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  Organizational Change Management Plan (includes any training plans)  Requirements Documents (Business, Functional, and Technical)  Requirements Traceability Matrix  Data and Document Conversion / Migration Plan(s)  Project Management Plan  Integrated Master Schedule  Design Specifications  Technical Architecture  Coding standards/style guides  Quality Assurance and Test Strategy / Test Plan / Test procedures  Customer acceptance criteria  Security Plans  Implementation / Cutover Plan  Sustaining engineering plan  Customer Project Management Status Reports  Disaster Recovery Plan Review of Solicitation and Procurement Documentation The Contractor shall review any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the Customer, Vendor(s), subcontractor(s), and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.

Minimally Required Activities and Deliverables. The Contractor shall perform ongoing project IV&V monitoring activities and will review and validate issues/deficiencies/risks identified with the project. Project monitoring activities include, but are not limited to:  • Providing an independent, objective, third-party view of project efforts with the intent of protecting the StateCustomer’s interests.  • Providing personnel, processes, approaches and tools to perform IV&V services for Florida information technology projects  • Performing assessments on both project and program management processes and work products.  • Providing objective observations and recommendations  • Assessing and reporting overall project performance, extrapolating future project progress and success, and identifying any possible impediments to successful project completion  • Examining all project artifacts and documents to evaluate the effectiveness of the project management controls, procedures and methodology  • Assessing the effectiveness of project communication, communication and assessing Customer involvement  • Developing performance metrics that facilitate the tracking of progress / completion of project tasks and milestones  • Reviewing all project cost and expenditure documentation and making recommendations for efficient use of funds  • Validating identified risks and issues and proposed response(s) and assessing impact to the project progress or success  • Verifying and validating the quality of project work products (deliverables)  • Reviewing statements-of-work, solicitations, and contracts to verify alignment between requirements and solicited or contracted terms  • Providing guidance and training on standards and best practices for project management  • Ensuring project teams follow required standards, including, but not limited to, Administrative Rule, Florida Statutes, and federal requirements.  • If additional specific requirements for any IV&V consulting services are needed they will be determined by the Customer in a project specific Statement of Work attached to a Request for Quote. In addition to the activities listed above, the Contractor awarded Contractor(s) will be required to provide presentations and oral reports, attend meetings and events, perform records management and administrative responsibilities related to the contract, and maintain open and effective communication with the Customer’s agency Project Manager, Sponsor(s), and oversight entities. The activities identified above (and others) are necessary to provide input into the deliverables below which will be minimum requirements required in Statements of Work issued by Customers in a Request for Quote. Format, frequency, and details related to the activities (identified above and below) shall be detailed in the Customer’s Request for Quote. AST approval must be obtained for any deviation from the below deliverables for any project for which AST provides oversight pursuant to 282.0051 F.S. Pursuant to 74-1, Florida Administrative Code, IV&V contract deliverables, including invoices, will be provided to AST at or around the time they are delivered by the IV&V Contractor to the Agency. IV&V Management Plan The Contractor shall develop and submit to the Customer Develop an IV&V Management Plan to include:  • A detailed description of how the Contractor IV&V Vendor plans to perform the IV&V services. This description must include methodologies, strategies, standards, and approaches employed by the Contractor IV&V Vendor for executing each of the IV&V activities within the Customer's Statement this Scope of Work. • An organizational structure which demonstratesreflects, among other things, coordination activities among the ContractorIV&V Vendor, the Customer Project Manager and project team, the Project Sponsor, stakeholdersCustomers, and any oversight entities involved in the project.  A description • Description of resources assigned to Contractor IV&V activities, tasks, and deliverables.  A description • Description of the deliverables the Contractor will produce to be produced as a result of the IV&V activities. IV&V Schedule The Contractor shall develop and submit to the Customer a Develop an IV&V schedule of IV&V activities, tasks, and deliverables for the project, including the associated due dates for the activities, tasks, and deliverables. IV&V Status Reports / Meetings  The Contractor shall hold • Hold IV&V status meetings with the Customer IV&V team, Project Manager and Project Sponsor.  The Contractor shall hold • Hold IV&V status meetings with Customer oversight entities as requested by these entities. Initial Project Assessment Report  The Contractor shall evaluate • Evaluate sufficiency of project scope and objectives, including alignment to legislative intent and its impact on Customer agency processes and services  The Contractor shall review • Review the Project Management Plan and the planned development of project's schedule, resources, tasks, structures, processes, and procedures, to assess the overall adequacy maturity of the project’s planning.  The Contractor shall assess the adequacy of • Assess the project’s organizational, governance, and communication processes  The Contractor shall review • Review the potential impact of any procurement requirements and deadlines. Project Lessons Learned The Contractor shall document Document lessons learned throughout the project and submit to the Customer provide a comprehensive report of lessons learned with recommendations for incorporation of best practices into future projects. Weekly Project Assessment Updates The Contractor shall provide Provide weekly updates (between Monthly Reports) to the Customer that assess project status, project management strengths and deficiencies, schedule effectiveness and earned value measures and make recommendations for correcting identified variances from best practices. Monthly Project Assessment Reports The Contractor shall summarize Summarize the results of ongoing project monitoring and provide findings and recommendations for improvement of project management and processes. Special Communication The Contractor shall notify the Project Manager, Sponsor and oversight entities Special communication to all stakeholders will be generated immediately in writing when the Contractor awarded Contractor(s) determines that circumstances exist that put the scope, budget, schedule, or viability of the project at significant risk as defined in the IV&V Management Plan. Phase Gate Assessment Reports The Contractor shall develop and submit to the Customer and the Agency for State Technology, a Phase Gate Assessment Report six weeks before the end of a project phase. The report shall include: An assessment of the project’s status and progress made during the current phase of the project, and plans for the upcoming phase  An assessment of the project’s ability to meet future project milestones and deliverables, and recommendations on project/Customer readiness to proceed to the next phase. Verification and Validation of Project Deliverables The Contractor shall conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  Organizational Change Management Plan (includes any training plans)  Requirements Documents (Business, Functional, and Technical)  Requirements Traceability Matrix  Data and Document Conversion / Migration Plan(s)  Project Management Plan  Integrated Master Schedule  Design Specifications  Technical Architecture  Coding standards/style guides  Quality Assurance and Test Strategy / Test Plan / Test procedures  Customer acceptance criteria  Security Plans  Implementation / Cutover Plan  Sustaining engineering plan  Customer Project Management Status Reports  Disaster Recovery Plan Review of Solicitation and Procurement Documentation The Contractor shall review any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the Customer, Vendor(s), subcontractor(s), and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.