Website Modernization Services

The Vendor is required to provide end-to-end website modernization services, including: discovery, planning, design, development, migration to a vendor-hosted SaaS content management system, deployment, training, and ongoing support services.
- Discovery, definition, and planning
1. Project initiation and governance
•    Project charter development
•    Definition of project goals, success metrics, risks, and escalation paths
•    Communication and reporting plan
•    Detailed project plan and timeline
•    Identification of vendor and client roles and responsibilities
2. Discovery activities
•    Content and information architecture assessment
o    Review of existing content structure and page layouts
o    Identification of reusable content types
o    Evaluation of taxonomy, tagging, and content relationships
o    Documentation of departmental ownership and governance needs
•    CMS administration and workflow review
o    Review of current content management workflows
o    Evaluation of role-based permissions and approval processes
o    Assessment of versioning, auditability, and asset management
o    Review of hosting footprint, storage usage, and scalability considerations
•    Administrative and portal use case review
o    Validation of existing external portals, forms, and internal access areas
o    Review of authentication requirements
o    Identification of configuration needs for workflows and permissions
- Design services
1. Visual design
•    One (1) homepage design concept
•    A minimum of two (2) interior page design templates
•    Iterative review and approval cycles
- Development, CMS platform, and SaaS hosting
1. CMS platform requirements
•    Includes platform licensing as part of the solution
•    Supports structured content and reusable components
•    Provides role-based permissions and approval workflows
•    Supports audit trails and version history
•    Allows component-based or drag-and-drop page creation
•    Supports separate development, staging, and production environments
2. Functional requirements
•    Authentication and access
o    External licensed professional portal with registration and login
o    Internal employee password-protected content area
•    Forms and data management
o    Form creation and submission workflows
o    Ability to purge form and submission data for retention and performance
o    Configuration of up to at least ten (10) defined forms
•    Content types (minimum)
o    News and articles
o    Alerts and maintenance notices
o    Documents and resources
o    FAQs
o    Careers with resume submission and applicant status tracking
o    Events
o    Testimonials
o    Directories
•    UI components (minimum)
o    Carousel
o    Cards
o    Call-to-action components
o    Accordion
o    Tabs
o    Side-by-side content
o    Consent banner
3. Search and SEO capabilities
•    Full-site search (Lucene-based or equivalent minimum)
•    SEO fundamentals including:
o    Crawl able pages
o    Metadata management
o    Xml sitemap generation
o    Canonical tags
o    Redirect management
o    Structured data support
4. Integrations
•    External data lookup and display
•    Account balance lookup
•    Device or asset lookup
5. Content migration
•    Manual content migration services
•    Programmatic migration where applicable
•    Migration planning, execution, and validation
- Ongoing support and maintenance
•    Monthly retainer-based support hours
•    Platform updates and version upgrades
•    Accessibility monitoring and remediation
•    Content, UX, and performance support
•    Technical troubleshooting and enhancements.