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 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 activities on each ISF project regularly and consistently. ISF has over 36 years of experience utilizing best practices and industry standards to assess our projects internally and for our clients, the including Institute of Electrical and Electronic Engineers (IEEE) Standards for IV&V services, Project Management Institute (PMI), and Capability Maturity Model Integration (CMMI). It is our philosophy that we apply ISF’s proven strategies and years of experience to all of our projects. In doing so, our 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 conflicting requirements. To mitigate these risks and protect the customer’s interests, ISF provides industry-standard IV&V services and deliverables, including providing procurement management, vendor engagement, contract management, project oversight, status reporting, auditing, and quality assurance services. Our standard methodology for IV&V projects is adapted according to client needs, the requirements of the project, as well as its overall scope. ISF understands our role as an IV&V vendor is to report on known project risks, assess contract status and performance, and examine other project elements such as requirement specifications, management, and stakeholder involvement. ISF provides encompassing IV&V support to our clients to ensure the quality and success of IT projects. 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 projects include the 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 PART THREE – WORK PLAN AND ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ leads the industry in providing high-value IV&V METHODOLOGY Page 1 ISF has completed services which are predictive not reactive. Our primary measure to numerous state government agencies for whom we provided IV&V projects that leverage our experience in procurementservices; successful implementation of their technology initiatives. We accomplish this by having deep expertise with a wide variety of solutions including ERP’s, implementationas well as broad business knowledge of public sector operations. The ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ approach, proprietary methodology, and vendor oversightresources with the knowledge, skills, training, and certifications will ensure the success of the State of Florida and its agencies in their initiatives. The ISF ▇▇▇▇▇ ▇▇▇▇▇▇▇▇’▇ approach to delivering IV&V services is to engage a small, highly experienced team is able 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 unbiasedan independent, objective consulting services for our clients’ senior managers view of project efforts to protect client interests and assess if any given technology project is compliant with procurementensure the customer’s (in this case, contractual, project management, schedule, budget, and deliverable expectations. Our team-based and transparent approach allows our clients to fully understand the status of their projectDMS, the likelihood of project successagency, and the small incremental steps citizens of Florida) interests are protected. Our intent is to minimize the burden of our activities on the project team while obtaining first-hand data and information. ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ has developed a proprietary IV&V Methodology that must be taken to keep we use as the initiative on track. ISF’s experienced team ensures the state benefits from best practices and lessons learned from foundation for all of our own independent assessment projects. This methodology is readily tailored to the specific needs of individual projects. Our use of the Methodology and its associated tools ensures that our project engagementsteams deliver consistent, thorough, and independent assessments for each area within scope. At ISFIn developing our Methodology, we conduct inspections leveraged a number of leading professional standards and audits on all our projects to ensure they are completed on timeguidelines, on budgetincluding: § Project Management Body of Knowledge (PMBOK®), 4th edition; § ISO 31000:2009, Risk Management – Principles and according to client requirements. Our internal auditors conduct IV&V activities on each ISF project regularly and consistently. ISF has over 36 years of experience utilizing best practices and industry standards to assess our projects internally and for our clients, the including Guidelines; § Information Technology Infrastructure Library (ITIL) v3; § Institute of Electrical and Electronic & Electronics Engineers (IEEE) Standards 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 IV&V services, Project Management Quality Body of Knowledge (QBOK); § Department of Defense (DoD) Instruction 5000 addressing operation of acquisition systems; § Software Engineering Institute (PMI), and SEI) Capability Maturity Model Integration (CMMI); and § CMMI for Acquisition (CMMI-ACQ). It is The figure below illustrates how the ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ IV&V Methodology has mapped our philosophy that we apply ISF’s proven strategies typical assessment categories to these “best of the best” standards and years of experience to all of our projectspractices. In doing so, our clients’ IV&V projects receive a higher degree of quality than from a traditional consulting firm that does not conduct these activities Our Methodology currently includes over 200 specific evaluation criteria. Our Methodology will be used as a core business practice. IV&V METHODOLOGY OVERVIEW Design tool to structure 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, document our findings and conflicting requirements. To mitigate these risks and protect the customer’s interests, ISF provides industry-standard IV&V services and deliverables, including providing procurement management, vendor engagement, contract management, project oversight, status reporting, auditing, and quality assurance services. Our standard methodology recommendations for IV&V projects is adapted according to client needs, the requirements of the project, as well as its overall scope. ISF understands our role as an IV&V vendor is to report on known project risks, assess contract status and performance, and examine other project elements such as requirement specifications, management, and stakeholder involvement. ISF provides encompassing IV&V support to our clients to ensure the quality and success of IT Florida projects. 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 projects include the 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 PART THREE – WORK PLAN AND ▇▇▇▇▇▇’▇ History of IV&V METHODOLOGY Page 1 ISF has completed numerous IV&V projects that leverage our Project Success Using over 30 years of experience in procurementsupporting local, implementationstate, and vendor oversightfederal agencies, ▇▇▇▇▇▇ provides IV&V services using proven, strategic methodologies to ensure project success and the highest levels of client satisfaction. The ISF Our approach offers an independent assessment and evaluation of large scale software and management/oversight projects. Our expert team is able works with each client to provide unbiasedidentify project goals, objective consulting services for our clients’ senior managers to protect client interests business processes and assess if any given technology project is compliant with procurement, contractual, project management, schedule, budgetrequirements and outcomes, and deliverable expectationsvalidates the effectiveness of programs and offers recommendation based on proven industry practices and standards. When you choose ▇▇▇▇▇▇, 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 teamdedicated, in-based house recruiting and transparent client success teams work to ensure we offer each client the best consultants and resources to meet project needs and offer an independent approach allows to ensuring project success. We work to ensure our clients 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 fully understand 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, ▇▇▇▇▇▇ will offer each client under the status state term contract unparalleled IV&V support to:  Provide an independent review of their 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, ▇▇▇▇▇▇’▇ expert consultants will follow an organized project structure using PMBOK principles and methodologies to identify the likelihood of scope, analyze project effectiveness and success, and the small incremental steps that must be taken provide customers with valuable feedback and recommendations 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 ISFmitigate risks, we conduct inspections and audits on all our projects to ensure they are completed on time, on budgetimprove operations, and according to client requirements. Our internal auditors conduct IV&V activities on each ISF project regularly and consistently. ISF has over 36 years of experience utilizing best practices and industry standards to assess our ensure technology projects internally and for our clients, the including Institute of Electrical and Electronic Engineers (IEEE) Standards for IV&V services, Project Management Institute (PMI), and Capability Maturity Model Integration (CMMI). It is our philosophy that we apply ISF’s proven strategies and years of experience to all of our projects. In doing so, our 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 conflicting requirements. To mitigate these risks and protect the customer’s interests, ISF provides industry-standard IV&V services and deliverables, including providing procurement management, vendor engagement, contract management, project oversight, status reporting, auditing, and quality assurance services. Our standard methodology for IV&V projects is adapted according to client meet unique agency needs, the requirements of the project, as well as its overall scope. ISF understands our role as an IV&V vendor is to report on known project risks, assess contract status and performance, and examine other project elements such as requirement specifications, management, and stakeholder involvement. ISF provides encompassing IV&V support to our clients to ensure the quality and success of IT projects. 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 projects include the 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 PART THREE – WORK PLAN AND IV&V METHODOLOGY Page 1 ISF North Highland has completed numerous 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 leverage our experience in procurement, implementationproject management disciplines are planned and performed according to best practices, and vendor oversight. The ISF team is able work products are cohesive and lend to provide unbiasedthe continued progress of the project ▪ Validation that deliverables and project results meet the goals, objective consulting services for our clients’ senior managers objectives and requirements ▪ Assistance in protecting a client’s interest through provision of subject matter expertise ▪ Advising project sponsors and project teams ▪ Adhering to protect client interests the guidelines 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 expectations 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 activities on each ISF project regularly and consistently. ISF has over 36 years of experience utilizing best practices and industry standards to assess our projects internally and for our clients, the including 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 Management Institute’s (PMI) Project Management Book of Knowledge (PMBOK) ▪ Institute of Electrical and Electronic Electronics Engineers (IEEE) Standards 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 services, Project Management Institute IEEE Std.1012-2004 ▪ IT Infrastructure Library (PMI), and ITIL) version 3 ▪ Capability Maturity Model Integration (CMMI)) Development Standards ▪ Framed on ▇▇▇▇▇▇’▇ 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. It is Our staff has deep and proven experience in helping our philosophy that we apply ISF’s proven strategies clients plan, procure, define, design, manage and years oversee the delivery of large complex system implementations providing a solid based of experience to all of for our projects. In doing so, our clients’ proposed Work Plan and 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 conflicting requirements. To mitigate these risks and protect the customer’s interests, ISF provides industry-standard IV&V services and deliverables, including providing procurement management, vendor engagement, contract management, project oversight, status reporting, auditing, and quality assurance services. Our standard methodology for IV&V projects is adapted according to client needs, the requirements of the project, as well as its overall scope. ISF understands our role as an IV&V vendor is to report on known project risks, assess contract status and performance, and examine other project elements such as requirement specifications, management, and stakeholder involvement. ISF provides encompassing IV&V support to our clients to ensure the quality and success of IT projects. 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 projects include the following activities:Methodology.

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 PART THREE – State of Florida Department of Management Services RFP#05-80101507-IVV-B WORK PLAN AND IV&V METHODOLOGY Page 1 ISF has completed numerous IV&V projects The primary focus of the Independent Verification and Validation (IV&V) Contractor is to work with the client to ensure that leverage our experience in procurementthe products developed and processes employed by a Project meet specified requirements, implementationemploys best practices, adheres to industry and state standards, and vendor oversightis being managed and controlled according to the approved and baselined project plans. The ISF team is able to In addition, IV&V will facilitate early detection and correction of errors, enhance management insight into risks, provide unbiased, objective consulting services for our clients’ senior managers to protect client interests finding and assess if any given technology recommendations and ensure compliance with project is compliant with procurement, contractual, project managementscope, schedule, budgetand 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 engagements for State of Florida projects is increased by the IV&V team’s ability to successfully manage the IV&V engagement. To that end, we 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 deliverable expectationsengage them only when required  That all our risks, 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 on projects which span multiple states, government entities, commercial clients, vendors and multi- million dollar projects from coast to coast. Our team-based team member’s IV&V services have been utilized on projects involving up to 30,000 end users, up to 50 vendors and transparent approach allows multiple projects for large and complex state government entities. As an IV&V contractor, our clients focus is on both the artifacts and deliverables being produced during the life cycle of a project as well as the processes being used to fully understand implement the status system. During the course of their each individual periodic period, we repeat a series of steps that lead us to evaluate the risks and issues being faced by the project, the likelihood of project successquality measurements, 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 activities on each ISF project regularly and consistently. ISF has over 36 years of experience utilizing best practices and industry standards to assess our projects internally and for our clients, the including Institute of Electrical and Electronic Engineers (IEEE) Standards for IV&V services, Project Management Institute (PMI), and Capability Maturity Model Integration (CMMI). It is our philosophy that we apply ISF’s proven strategies and years of experience to all of our projects. In doing so, our 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 conflicting requirements. To mitigate these risks and protect the customer’s interests, ISF provides industry-standard IV&V services and deliverables, including providing procurement management, vendor engagement, contract management, project oversight, status reporting, auditing, and quality assurance services. Our standard methodology for IV&V projects is adapted according to client needs, the requirements health of the project. Depending on the timing and the focus of the review, as well as its overall scope. ISF understands our role as an IV&V vendor is different task items will be examined; however, the process that we follow remains largely the same to report on known project risks, assess contract status help ensure completeness and performance, and examine other project elements such as requirement specifications, management, and stakeholder involvement. ISF provides encompassing IV&V support to our clients to ensure the quality and success of IT projects. 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 projects include the following activities:consistency.