Oakland County Department of Information Technology Project Scope and Approach

Transcription

1 Oakland County Department of Information Technology Project Scope and Approach Project Name: Payment Engine & Shopping Cart Solution RFP Project ID: DJ5182RP Leadership Group: IT Steering Committee Department: Information Technology Division: Application Services Project Sponsor: Phil Bertolini Date Requested: 11/5/215 PM Customer No. 182 Request Type: New Development Enhancement Customer Support Planned System Maintenance or Upgrade IT Team Name: ecommerce IT Team No: J Project Manager/Leader: Sherry Yagiela Account Account Number: 34 Description: App Svcs E-Government Customer Name: IT Grant Funded? Yes No Mandate? Yes No Mandate Source: N/A Project Goal To evaluate the impact of purchasing a payment engine and shopping cart services so that cost of ownership can be lowered. Business Objective Create a RFP for a new payment engine and shopping cart to improve and grow the ecommerce business as well as evaluate EMV readers to comply with new government standards for chip enabled credit/debit cards. Major Deliverables Write RFP document Distribute RFP Review RFP responses Select vendor(s) Determine IT Labor cost Prepare total project cost for solution(s) Approach Write RFP document Formulate and distribute RFP to potential vendors Perform technical review of products Evaluate/score responses Select vendor and solution Determine IT Labor cost with selected vendor(s)/solution(s) for integrations, where appropriate Prepare and present total implementation costs Form Rev. 8/29/28 Page 1 Project Rev. 12/4/215

2 Oakland County Department of Information Technology Project Scope and Approach Project Name: Payment Engine & Shopping Cart Solution RFP Project ID: DJ5182RP Research & Analysis Gartner Research Recommendation - Research yielded no results NACo Application Store - Research yielded no results Benefits See Return on Investment (ROI) Analysis Document Impact Number of Users - All Divisions All Leadership Groups - All Risk Business Environment Technical Environment Medium - Project will require some changes to existing business processes Medium - Previously implemented technologies with new aspects and/or new requirements. Assumptions Staffing IT Staffing: resources will be available for the hours indicated per the attached project plan. Other Staffing: additional staffing will be available as follows: Role: Name Hours per Day Project Sponsor: Phil Bertolini As needed Form Rev. 8/29/28 Page 2 Project Rev. 12/4/215

3 Oakland County Department of Information Technology Project Scope and Approach Project Name: Payment Engine & Shopping Cart Solution RFP Project ID: DJ5182RP Facilities Technical Funding Information Technology Other Priority Constraints Exclusions Form Rev. 8/29/28 Page 3 Project Rev. 12/4/215

4 Oakland County Department of Information Technology Project Scope and Approach Project Name: Payment Engine & Shopping Cart Solution RFP Project ID: DJ5182RP PROJECT PHASE AUTHORIZATION Phase(s): All Total Estimated Application Services Hours: 574 Cost: $73,472 Total Estimated Technical Systems Hours: Cost: Total Estimated CLEMIS Hours: Cost: Total Estimated Internal Services Hours: Cost: IT Application Services Division Manager Approval: IT Technical Systems Division Manager Approval: IT CLEMIS Division Manager Approval: IT Internal Services Division Manager Approval: IT Management Approval: Approved: Yes No Reason: Project Sponsor Approval: Title: PROJECT SUMMARY Authorized Development (see above) Hours: 574 Cost: $73,472 Preliminary Estimated Development for Future Phases Hours: Cost: Grand Total Estimated Development Hours: 574 Cost: $73,472 Form Rev. 8/29/28 Page 4 Project Rev. 12/4/215

5 Oakland County Department of Information Technology Project Scope and Approach Project Name: Payment Engine & Shopping Cart Solution RFP Project ID: DJ5182RP Customer Acceptance of Product: PROJECT COMPLETION AUTHORIZATION Title: Project Office Review: Form Rev. 8/29/28 Page 5 Project Rev. 12/4/215

6 3.1 - Provide an Enhanced Application Service Offering Information Technology Strategic Plan Alignment DJ5182RP - Payment Engine & Shopping Cart Solution RFP Increased application integration and standardization through web services Integrate mobility and location based services in business applications Promote and utilize shared services through the use of cloud technologies to offset costs and expland product offerings to customers X Increase the agility and responsiveness of business units by expanding customer analytics Leverage the County's web presence as a branded consolidated point of access to all County information and services Centralize and standardize identity and access management for all applications and content Improve the quality, reliability, and availability of all applications X Enhance ability to provide effective and timely customer service Advance the use of IT Library (ITIL) best practice framework for IT Service Management Implement Configuration Management Database to better identify IT Assets Provide a high-quality training program to empower employees through technology Utilize a formalized customer communication plan Build IT Staff expertise through professional development Expand capacity through ongoing organization review and right sourcing Implement a Standardized Strategy Deliver services using a standardized shared technology infrastructure whereever possible Implement a consolidated security management strategy Develop and implement a policy for personally owned devices and services Improve service availability through network design and management strategies Enhance capacity planning and recovery managment strategies Adopt an enterprise architecture approach to technology planning, design, and implementation X Run Date 12/4/215 Page 1 of 1

7 Project Summary Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Benefits/Savings: Tangible Benefits Subtotal: Cost Avoidance Subtotal: Costs: Development Services Subtotal: 73,472 73,472 Hardware Subtotal: Software Subtotal: Subtotal Training Subtotal: Other Subtotal: Annual Statistics: Annual Total Savings Annual Total Costs 73,472 73,472 Annual Return on Investment (73,472) (73,472) Annual Costs/Savings Ratio.%.%.%.%.%.% Project Cumulative Statistics: Cumulative Total Savings Cumulative Total Costs 73,472 73,472 73,472 73,472 73,472 73,472 73,472 Cumulative Return on Investment (73,472) (73,472) (73,472) (73,472) (73,472) (73,472) (73,472) Cumulative Cost/Savings Ratio.%.%.%.%.%.%.% Year Positive Payback Achieved State or Federal Mandate? Signatures: NO PAYBACK Benefits Reviewed By Project Sponsor Costs (including IT Resources) Reviewed By Information Technology Project Manager DJ5182RP ROI.xls/Project Summary Page 1 REV: June 27, 211

8 Savings Detail Benefit/Savings Description Minimize the risk of exposing sensitive data by implementing tokenization of debit and credit card numbers. Enable outsourced bill payment processing while OCIT retains control over customer data. Increased flexibility with bill payment APIs that can plug into existing user interfaces. Mitigate risk and ensure total privacy and security by sending limited customer data. Enhance payment insight and have access to real-time tracking and management. Project Savings Category Allow for integration of API's and SDK's with smartphone/tablet apps for ios, Android and Windows. Leverage solution that will be continuously incorporate new standards and technologies arount EMV and/or PCI. Increase customer satisfaction by improving system usability, reliability, and stability by reducing the code complexity. Reduce the support of outdated functionality originally designed for a one tenant application. Reduce single point of failures by separating functional components. Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Annual Multiplier DJ5182RP ROI.xls/Savings Detail Page 2 REV: June 27, 211

9 Savings Detail Benefit/Savings Description Minimize the risk of exposing sensitive data by implementing tokenization of debit and credit card numbers. Enable outsourced bill payment processing while OCIT retains control over customer data. Increased flexibility with bill payment APIs that can plug into existing user interfaces. Mitigate risk and ensure total privacy and security by sending limited customer data. Enhance payment insight and have access to real-time tracking and management. Project Savings Category Allow for integration of API's and SDK's with smartphone/tablet apps for ios, Android and Windows. Leverage solution that will be continuously incorporate new standards and technologies arount EMV and/or PCI. Increase customer satisfaction by improving system usability, reliability, and stability by reducing the code complexity. Reduce the support of outdated functionality originally designed for a one tenant application. Reduce single point of failures by separating functional components. Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 DJ5182RP ROI.xls/Savings Detail Page 3 REV: June 27, 211

10 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Tangible Benefit: Tangible Benefits Subtotal: Cost Avoidance: Cost Avoidance Subtotal: : Minimize the risk of exposing sensitive data by implementing tokenization of debit and credit card numbers. Enable outsourced bill payment processing while OCIT retains control over customer data. Increased flexibility with bill payment APIs that can plug into existing user interfaces. Mitigate risk and ensure total privacy and security by sending limited customer data. Enhance payment insight and have access to real-time tracking and management. Allow for integration of API's and SDK's with smartphone/tablet apps for ios, Android and Windows. Leverage solution that will be continuously incorporate new standards and technologies arount EMV and/or PCI. DJ5182RP ROI.xls/Savings Summary Page 4 REV: June 27, 211

11 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Increase customer satisfaction by improving system usability, reliability, and stability by reducing the code complexity. Reduce the support of outdated functionality originally designed for a one tenant application. Reduce single point of failures by separating functional components. Savings Total: DJ5182RP ROI.xls/Savings Summary Page 5 REV: June 27, 211

12 Cost Detail Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost Annual Multiplier IT Development Hours Development Svcs HR ,472 x IT Development Hours Development Svcs HR 128 IT Development Hours Development Svcs HR 128 IT Hours - System Maintenance Development Svcs HR 128 IT Hours - Customer Support Development Svcs HR 128 IT Hours - Planned Maintenance Development Svcs 128 Contractor Professional Services Development Svcs PC System - Acquisition Hardware 814 PC System - Maintenance Hardware 2,34 Notebook - Acquisition Hardware 1,223 Notebook - Maintenance Hardware 2,372 Tablet Notebook - Acquisition Hardware 2,12 Tablet Notebook - Maintenance Hardware Laserprinter - Acquisition Hardware 1,432 Laserprinter - Maintenance Hardware 1,14 Image Workstations - Acquisition Hardware Image Workstations - Maintenance Hardware 3,496 PC Maintenance User Owned Hardware 2,34 Printer Maintenance User Owned Hardware 1,72 Package Software - Acquisition Software Package Software - Maintenance Software Business Objects Access Software Term Emulation SFTW-Acquisition Software Term Emulation SFTW-Maintenance Software Server - Acquisition/Upgrade 8, Server - Maintenance 36 Server Sftwre - Acquisition/Upgrade 335 Server Sftwre - Maintenance Server Rack Mount 4 Oracle Enterprise Per Processor - Includes Year 1 Maintenance 21,372 Oracle Enterprise Per Processor - Year 2 and Beyond 3,432 Affects Project ROI? Y1 Y2 Y3 Y4 Y5 Y6 DJ5182RP ROI.xls/Cost Detail Page 6 REV: June 27, 211

13 Cost Detail Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost MS SQL Server Standard Per Processor - Includes Year 1 Maintenance 4,725 MS SQL Server Standard Per Processor - Year 2 and Beyond 946 MS SQL Server Enterprise Per Processor - Includes Year 1 Maintenance 19,693 MS SQL Server Enterprise Per Processor - Year 2 and Beyond 3,939 Websphere Basic Per Processor Single/Dual Core - Includes Year 1 Maintenance 3,56 Websphere Basic Per Processor Single/Dual Core - Year 2 and Beyond 71 Websphere ND Per Processor Single/Dual Core - Includes Year 1 Maintenance 13,18 Annual Multiplier Affects Project ROI? Y1 Y2 Y3 Y4 Y5 Y6 Websphere ND Per Processor Single/Dual Core - Year 2 and Beyond 2,635 SSL Certificate 845 TBD TBD TBD TBD Internet Access 18 Project Staff Training Training User Training Training DJ5182RP ROI.xls/Cost Detail Page 7 REV: June 27, 211

14 Cost Detail Cost Description IT Development Hours IT Development Hours IT Development Hours IT Hours - System Maintenance IT Hours - Customer Support IT Hours - Planned Maintenance Contractor Professional Services Project Cost Category Development Svcs Development Svcs Development Svcs Development Svcs Development Svcs Development Svcs Development Svcs Potential Cost Extensions Y1 Y2 Y3 Y4 Y5 Y6 73, PC System - Acquisition Hardware PC System - Maintenance Hardware Notebook - Acquisition Hardware Notebook - Maintenance Hardware Tablet Notebook - Acquisition Hardware Tablet Notebook - Maintenance Hardware Laserprinter - Acquisition Hardware Laserprinter - Maintenance Hardware Image Workstations - Acquisition Hardware Image Workstations - Maintenance Hardware PC Maintenance User Owned Hardware Printer Maintenance User Owned Hardware Package Software - Acquisition Software Package Software - Maintenance Software Business Objects Access Software Term Emulation SFTW-Acquisition Software Term Emulation SFTW-Maintenance Software Server - Acquisition/Upgrade Server - Maintenance Server Sftwre - Acquisition/Upgrade Server Sftwre - Maintenance Server Rack Mount Oracle Enterprise Per Processor - Includes Year 1 Maintenance Oracle Enterprise Per Processor - Year 2 and Beyond DJ5182RP ROI.xls/Cost Detail Page 8 REV: June 27, 211

15 Cost Detail Cost Description MS SQL Server Standard Per Processor - Includes Year 1 Maintenance MS SQL Server Standard Per Processor - Year 2 and Beyond MS SQL Server Enterprise Per Processor - Includes Year 1 Maintenance MS SQL Server Enterprise Per Processor - Year 2 and Beyond Websphere Basic Per Processor Single/Dual Core - Includes Year 1 Maintenance Websphere Basic Per Processor Single/Dual Core - Year 2 and Beyond Websphere ND Per Processor Single/Dual Core - Includes Year 1 Maintenance Websphere ND Per Processor Single/Dual Core - Year 2 and Beyond SSL Certificate TBD TBD TBD TBD Internet Access Project Staff Training User Training Project Cost Category Training Training Potential Cost Extensions Y1 Y2 Y3 Y4 Y5 Y6 DJ5182RP ROI.xls/Cost Detail Page 9 REV: June 27, 211

16 Cost Summary Cost Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Development Services: IT Development Hours 73,472 73,472 IT Development Hours IT Development Hours IT Hours - System Maintenance IT Hours - Customer Support IT Hours - Planned Maintenance Contractor Professional Services Development Services Subtotal: 73,472 73,472 Hardware: Hardware Subtotal: Software:. Software Subtotal: : Subtotal Training: Training Subtotal: Other: Other Subtotal: Costs Total: 73,472 73,472 DJ5182RP ROI.xls/Cost Summary Page 1 REV: June 27, 211

17 Date Assumptions Assumption Description DJ5182RP ROI.xls/Assumptions Page 11 REV: June 27, 211