Common use of Quarterly Reporting Timeframes Clause in Contracts

Quarterly Reporting Timeframes. Quarterly reporting timeframes coincide with the State Fiscal Year as follows: Quarter 1 - (July-September) – Due by October 31 Quarter 2 - (October-December) – Due by January 31 Quarter 3 - (January-March) – Due by April 30 Quarter 4 - (April-June) – Due by July 31 Xxxxxx’x History of IV&V Project Success Using over 30 years of experience supporting local, state, and federal agencies, Xxxxxx provides IV&V services using proven, strategic methodologies to ensure project success and the highest levels of client satisfaction. Our approach offers an independent assessment and evaluation of large scale software and management/oversight projects. Our expert team works with each client to identify project goals, business processes and requirements and outcomes, and validates the effectiveness of programs and offers recommendation based on proven industry practices and standards. When you choose Xxxxxx, you are choosing an organization that will leverage strong partnerships with industry leading senior consultants and on-staff personnel with decades of proven IV&V experience across Florida’s agencies. Our dedicated, in-house recruiting and client success teams work to ensure we offer each client the best consultants and resources to meet project needs and offer an independent approach to ensuring project success. We work to ensure our consultants knowledge and expertise meet IV&V scope requirements, are available for the project services and duration as outlined by each customer, and have the technical breadth to support IV&V efforts. IV&V Approaches & Methodologies Using over three decades of success in designing and implementing large scale technology projects, IV&V services, and other management support solutions, Xxxxxx will offer each client under the state term contract unparalleled IV&V support to:  Provide an independent review of agency technology and business projects, outcomes, and successes.  Offer recommendations, strategies, and support to improve processes, streamline operations, and ensure technology projects are meeting business requirements.  Verify work quality standards and deliverables meet client, industry, and regulatory standards and compliance requirements.  Provide key personnel resources/subject matter experts and industry leading methodologies to verify and validate technology projects.  Evaluate project operations to ensure they meet Florida requirements, laws, and administrative rule as well as individual agency protocols and procedures.  Any additional resources, personnel, or tools to independently verify and validate technology projects. For each IV&V project, Xxxxxx’x expert consultants will follow an organized project structure using PMBOK principles and methodologies to identify the scope, analyze project effectiveness and success, and provide customers with valuable feedback and recommendations to mitigate risks, improve operations, and ensure technology projects meet unique agency needs.

Quarterly Reporting Timeframes. Quarterly reporting timeframes coincide with the State Fiscal Year as follows: Quarter 1 - (July-September) – Due by October 31 Quarter 2 - (October-December) – Due by January 31 Quarter 3 - (January-March) – Due by April 30 Quarter 4 - (April-June) – Due by July 31 Xxxxxx’x History Xxxxx Xxxxxxxx leads the industry in providing high-value IV&V services which are predictive not reactive. Our primary measure to numerous state government agencies for whom we provided IV&V services; successful implementation of IV&V Project Success Using over 30 years their technology initiatives. We accomplish this by having deep expertise with a wide variety of experience supporting localsolutions including ERP’s, stateas well as broad business knowledge of public sector operations. The Xxxxx Xxxxxxxx approach, proprietary methodology, and federal agenciesresources with the knowledge, Xxxxxx provides skills, training, and certifications will ensure the success of the State of Florida and its agencies in their initiatives. Xxxxx Xxxxxxxx’x approach to delivering IV&V services using provenis to engage a small, strategic methodologies highly experienced team that can quickly synthesize information to identify significant risks and issues, and report them to leadership in a manner that will facilitate timely, fact-based decision-making. We provide an independent, objective view of project efforts to ensure project success the customer’s (in this case, DMS, the agency, and the highest levels citizens of client satisfactionFlorida) interests are protected. Our approach offers an intent is to minimize the burden of our activities on the project team while obtaining first-hand data and information. Xxxxx Xxxxxxxx has developed a proprietary IV&V Methodology that we use as the foundation for all of our independent assessment and evaluation projects. This methodology is readily tailored to the specific needs of large scale software and management/oversight individual projects. Our expert team works with each client to identify use of the Methodology and its associated tools ensures that our project goalsteams deliver consistent, business processes and requirements and outcomesthorough, and validates independent assessments for each area within scope. In developing our Methodology, we leveraged a number of leading professional standards and guidelines, including: § Project Management Body of Knowledge (PMBOK®), 4th edition; § ISO 31000:2009, Risk Management – Principles and Guidelines; § Information Technology Infrastructure Library (ITIL) v3; § Institute of Electrical & Electronics Engineers (IEEE) 1012-2012 standards (System and Software Verification and Validation); § IEEE 12207 standards (software development), in particular Standard 730 – SQAP (Software Quality Assurance Plans) section 12, “Supplier Control” and Standard 1058 – software project management plans; § American Society for Quality Body of Knowledge (QBOK); § Department of Defense (DoD) Instruction 5000 addressing operation of acquisition systems; § Software Engineering Institute (SEI) Capability Maturity Model Integration (CMMI); and § CMMI for Acquisition (CMMI-ACQ). The figure below illustrates how the effectiveness Xxxxx Xxxxxxxx IV&V Methodology has mapped our typical assessment categories to these “best of programs the best” standards and offers recommendation based on proven industry practices and standards. When you choose Xxxxxx, you are choosing an organization that will leverage strong partnerships with industry leading senior consultants and on-staff personnel with decades of proven IV&V experience across Florida’s agenciespractices. Our dedicated, in-house recruiting Methodology currently includes over 200 specific evaluation criteria. Our Methodology will be used as a tool to structure and client success teams work to ensure we offer each client the best consultants and resources to meet project needs and offer an independent approach to ensuring project success. We work to ensure document our consultants knowledge and expertise meet IV&V scope requirements, are available for the project services and duration as outlined by each customer, and have the technical breadth to support IV&V efforts. IV&V Approaches & Methodologies Using over three decades of success in designing and implementing large scale technology projects, IV&V services, and other management support solutions, Xxxxxx will offer each client under the state term contract unparalleled IV&V support to:  Provide an independent review of agency technology and business projects, outcomes, and successes.  Offer recommendations, strategies, and support to improve processes, streamline operations, and ensure technology projects are meeting business requirements.  Verify work quality standards and deliverables meet client, industry, and regulatory standards and compliance requirements.  Provide key personnel resources/subject matter experts and industry leading methodologies to verify and validate technology projects.  Evaluate project operations to ensure they meet Florida requirements, laws, and administrative rule as well as individual agency protocols and procedures.  Any additional resources, personnel, or tools to independently verify and validate technology projects. For each IV&V project, Xxxxxx’x expert consultants will follow an organized project structure using PMBOK principles and methodologies to identify the scope, analyze project effectiveness and success, and provide customers with valuable feedback findings and recommendations to mitigate risks, improve operations, and ensure technology projects meet unique agency needsfor Florida projects.

Quarterly Reporting Timeframes. Quarterly reporting timeframes coincide with the State Fiscal Year as follows: Quarter 1 - (July-September) – Due by October 31 Quarter 2 - (October-December) – Due by January 31 Quarter 3 - (January-March) – Due by April 30 Quarter 4 - (April-June) – Due by July 31 Xxxxxx’x History State of Florida Department of Management Services RFP#05-80101507-IVV-B WORK PLAN AND IV&V METHODOLOGY The primary focus of the Independent Verification and Validation (IV&V) Contractor is to work with the client to ensure that the products developed and processes employed by a Project meet specified requirements, employs best practices, adheres to industry and state standards, and is being managed and controlled according to the approved and baselined project plans. In addition, IV&V will facilitate early detection and correction of errors, enhance management insight into risks, provide finding and recommendations and ensure compliance with project scope, schedule, and budget requirements. Essentially the IV&V vendor “Provides a status on the health of the project on a periodic basis”. The success of IV&V Project Success Using over 30 years engagements for State of experience supporting localFlorida projects is increased by the IV&V team’s ability to successfully manage the IV&V engagement. To that end, statewe incorporate into our own projects the same principles of project management that we expect to find on the projects for which we perform IV&V services. This includes, coordinating the work of a multi-disciplinary team, collaborating with the prime contractor if any, sub-contractors, functional or business clients and Information Technology Services. The principles that will guide the IV&V team are:  To maintain independence and integrity  Have a “No Surprise” policy, where issues are discussed prior to appearing officially in the IV&V report  To work with the vendor teams, business owners and Information technology staff  To work in making the project successful  To give advice/recommendation, not direction  To be cognizant of staff time, and federal agenciesengage them only when required  That all our risks, Xxxxxx provides and recommendations are supported by findings Our proposed approach to IV&V work is based on industry best practices and standards that we identify in our Methodology. We will successfully provide these services by leveraging best practices and our experience providing IV&V services using provenon projects which span multiple states, strategic methodologies government entities, commercial clients, vendors and multi- million dollar projects from coast to ensure project success and the highest levels of client satisfactioncoast. Our approach offers team member’s IV&V services have been utilized on projects involving up to 30,000 end users, up to 50 vendors and multiple projects for large and complex state government entities. As an independent assessment and evaluation of large scale software and management/oversight projects. Our expert team works with each client to identify project goalsIV&V contractor, business processes and requirements and outcomes, and validates our focus is on both the effectiveness of programs and offers recommendation based on proven industry practices and standards. When you choose Xxxxxx, you are choosing an organization that will leverage strong partnerships with industry leading senior consultants and on-staff personnel with decades of proven IV&V experience across Florida’s agencies. Our dedicated, in-house recruiting and client success teams work to ensure we offer each client the best consultants and resources to meet project needs and offer an independent approach to ensuring project success. We work to ensure our consultants knowledge and expertise meet IV&V scope requirements, are available for the project services and duration as outlined by each customer, and have the technical breadth to support IV&V efforts. IV&V Approaches & Methodologies Using over three decades of success in designing and implementing large scale technology projects, IV&V services, and other management support solutions, Xxxxxx will offer each client under the state term contract unparalleled IV&V support to:  Provide an independent review of agency technology and business projects, outcomes, and successes.  Offer recommendations, strategies, and support to improve processes, streamline operations, and ensure technology projects are meeting business requirements.  Verify work quality standards artifacts and deliverables meet client, industry, and regulatory standards and compliance requirements.  Provide key personnel resources/subject matter experts and industry leading methodologies to verify and validate technology projects.  Evaluate being produced during the life cycle of a project operations to ensure they meet Florida requirements, laws, and administrative rule as well as the processes being used to implement the system. During the course of each individual agency protocols periodic period, we repeat a series of steps that lead us to evaluate the risks and procedures.  Any additional resources, personnel, or tools to independently verify and validate technology projects. For each IV&V issues being faced by the project, Xxxxxx’x expert consultants will follow an organized project structure using PMBOK principles and methodologies to identify the scope, analyze project effectiveness and successquality measurements, and provide customers with valuable feedback the health of the project. Depending on the timing and recommendations the focus of the review, different task items will be examined; however, the process that we follow remains largely the same to mitigate risks, improve operations, help ensure completeness and ensure technology projects meet unique agency needsconsistency.

Quarterly Reporting Timeframes. Quarterly reporting timeframes coincide with the State Fiscal Year as follows: Quarter 1 - (July-September) – Due by October 31 Quarter 2 - (October-December) – Due by January 31 Quarter 3 - (January-March) – Due by April 30 Quarter 4 - (April-June) – Due by July 31 Xxxxxx’x History PART THREE – WORK PLAN AND IV&V METHODOLOGY Page 1 ISF has completed numerous IV&V projects that leverage our experience in procurement, implementation, and vendor oversight. The ISF team is able to provide unbiased, objective consulting services for our clients’ senior managers to protect client interests and assess if any given technology project is compliant with procurement, contractual, project management, schedule, budget, and deliverable expectations. Our team-based and transparent approach allows our clients to fully understand the status of their project, the likelihood of project success, and the small incremental steps that must be taken to keep the initiative on track. ISF’s experienced team ensures the state benefits from best practices and lessons learned from all of our own project engagements. At ISF, we conduct inspections and audits on all our projects to ensure they are completed on time, on budget, and according to client requirements. Our internal auditors conduct IV&V Project Success Using activities on each ISF project regularly and consistently. ISF has over 30 36 years of experience supporting local, state, and federal agencies, Xxxxxx provides IV&V services using proven, strategic methodologies to ensure project success and the highest levels of client satisfaction. Our approach offers an independent assessment and evaluation of large scale software and management/oversight projects. Our expert team works with each client to identify project goals, business processes and requirements and outcomes, and validates the effectiveness of programs and offers recommendation based on proven industry utilizing best practices and standards. When you choose Xxxxxxindustry standards to assess our projects internally and for our clients, you are choosing an organization that will leverage strong partnerships with industry leading senior consultants the including Institute of Electrical and on-staff personnel with decades of proven IV&V experience across Florida’s agencies. Our dedicated, in-house recruiting and client success teams work to ensure we offer each client the best consultants and resources to meet project needs and offer an independent approach to ensuring project success. We work to ensure our consultants knowledge and expertise meet IV&V scope requirements, are available Electronic Engineers (IEEE) Standards for the project services and duration as outlined by each customer, and have the technical breadth to support IV&V efforts. IV&V Approaches & Methodologies Using over three decades of success in designing and implementing large scale technology projects, IV&V services, and other management support solutions, Xxxxxx will offer each client under the state term contract unparalleled IV&V support to:  Provide an independent review of agency technology and business projects, outcomesProject Management Institute (PMI), and successesCapability Maturity Model Integration (CMMI).  Offer recommendationsIt is our philosophy that we apply ISF’s proven strategies and years of experience to all of our projects. In doing so, strategiesour clients’ IV&V projects receive a higher degree of quality than from a traditional consulting firm that does not conduct these activities as a core business practice. IV&V METHODOLOGY OVERVIEW Design and implementation of large-scale information technology systems are inherently complex. This complexity, combined with the varying needs of the many stakeholders, exposes these projects to the risks of scope creep, miscommunications, and support to improve processesconflicting requirements. To mitigate these risks and protect the customer’s interests, streamline operationsISF provides industry-standard IV&V services and deliverables, including providing procurement management, vendor engagement, contract management, project oversight, status reporting, auditing, and ensure technology quality assurance services. Our standard methodology for IV&V projects are meeting business requirements.  Verify work quality standards and deliverables meet clientis adapted according to client needs, industrythe requirements of the project, and regulatory standards and compliance requirements.  Provide key personnel resources/subject matter experts and industry leading methodologies to verify and validate technology projects.  Evaluate project operations to ensure they meet Florida requirements, laws, and administrative rule as well as individual agency protocols its overall scope. ISF understands our role as an IV&V vendor is to report on known project risks, assess contract status and proceduresperformance, and examine other project elements such as requirement specifications, management, and stakeholder involvement.  Any additional resources, personnel, or tools ISF provides encompassing IV&V support to independently verify our clients to ensure the quality and validate technology success of IT projects. For As such, we tailor the monitoring tasks and deliverables for the client to provide the exact services needed for each project we undertake. Typically, IV&V project, Xxxxxx’x expert consultants will follow an organized project structure using PMBOK principles and methodologies to identify projects include the scope, analyze project effectiveness and success, and provide customers with valuable feedback and recommendations to mitigate risks, improve operations, and ensure technology projects meet unique agency needs.following activities:

Quarterly Reporting Timeframes. Quarterly reporting timeframes coincide with the State Fiscal Year as follows: Quarter 1 - (July-September) – Due by October 31 Quarter 2 - (October-December) – Due by January 31 Quarter 3 - (January-March) – Due by April 30 Quarter 4 - (April-June) – Due by July 31 Xxxxxx’x History North Highland has conducted more than twenty-five (25) IV&V projects for government clients within the past five (5) years and significantly more for private sector firms. Our IV&V approach has been developed and honed over the past twenty (20) years on multiple government and commercial engagements to provide the best value to our clients. Our philosophy of designing an effective IV&V program is to focus intensively on the specific client-detailed requirements and to triage these requirements for the best gain. As our clients would tell you, North Highland conducts IV&V differently. Our team focuses on Total Project Success, which is defined as the successful achievement of our client’s project goals. ▪ Verification that project management disciplines are planned and performed according to best practices, and work products are cohesive and lend to the continued progress of the project ▪ Validation that deliverables and project results meet the goals, objectives and requirements ▪ Assistance in protecting a client’s interest through provision of subject matter expertise ▪ Advising project sponsors and project teams ▪ Adhering to the guidelines and expectations of our clients, the Florida Agency for State Technology (AST) Florida Information Technolgy Project Management and Oversight (FITPMO) Standards as specified in the Florida Administrative Code (FAC) rule 74-1 for proper and thorough project management and IV&V oversight. North Highland believes that the mission of IV&V is to verify best practices are employed, risks are identified and mitigated, issues are properly identified and addressed, contractual obligations are met, and project deliverables meet quality standards. Our IV&V approach is founded on industry standard project management disciplines and processes, such as: ▪ Project Success Using over 30 years Management Institute’s (PMI) Project Management Book of Knowledge (PMBOK) ▪ Institute of Electrical and Electronics Engineers (IEEE) Standard (Std.) 1490-2003 ▪ IEEE Std 1058-1998 Standard for Software Project Management Plans ▪ IEEE Std 828-2005 Standard for Software Configuration Management Plans ▪ IEEE Std 730-2002 Standard for Software Quality Assurance Plans ▪ IEEE Std 1061-1998 Standard for Software Quality Metrics Methodology ▪ Based on industry standards for IV&V IEEE Std.1012-2004 ▪ IT Infrastructure Library (ITIL) version 3 ▪ Capability Maturity Model Integration (CMMI) Development Standards ▪ Framed on Xxxxxx’x PDCA (Plan, Do, Check, Act) cycle for continuous quality improvement We understand and recognize the dynamics involved in a large and complex system modernization project. Our staff has deep and proven experience in helping our clients plan, procure, define, design, manage and oversee the delivery of large complex system implementations providing a solid based of experience supporting local, state, for our proposed Work Plan and federal agencies, Xxxxxx provides IV&V services using proven, strategic methodologies to ensure project success and the highest levels of client satisfaction. Our approach offers an independent assessment and evaluation of large scale software and management/oversight projects. Our expert team works with each client to identify project goals, business processes and requirements and outcomes, and validates the effectiveness of programs and offers recommendation based on proven industry practices and standards. When you choose Xxxxxx, you are choosing an organization that will leverage strong partnerships with industry leading senior consultants and on-staff personnel with decades of proven IV&V experience across Florida’s agencies. Our dedicated, in-house recruiting and client success teams work to ensure we offer each client the best consultants and resources to meet project needs and offer an independent approach to ensuring project success. We work to ensure our consultants knowledge and expertise meet IV&V scope requirements, are available for the project services and duration as outlined by each customer, and have the technical breadth to support IV&V efforts. IV&V Approaches & Methodologies Using over three decades of success in designing and implementing large scale technology projects, IV&V services, and other management support solutions, Xxxxxx will offer each client under the state term contract unparalleled IV&V support to:  Provide an independent review of agency technology and business projects, outcomes, and successes.  Offer recommendations, strategies, and support to improve processes, streamline operations, and ensure technology projects are meeting business requirements.  Verify work quality standards and deliverables meet client, industry, and regulatory standards and compliance requirements.  Provide key personnel resources/subject matter experts and industry leading methodologies to verify and validate technology projects.  Evaluate project operations to ensure they meet Florida requirements, laws, and administrative rule as well as individual agency protocols and procedures.  Any additional resources, personnel, or tools to independently verify and validate technology projects. For each IV&V project, Xxxxxx’x expert consultants will follow an organized project structure using PMBOK principles and methodologies to identify the scope, analyze project effectiveness and success, and provide customers with valuable feedback and recommendations to mitigate risks, improve operations, and ensure technology projects meet unique agency needsMethodology.