Executive Summary
Agilarc has strong, defensible overlap with multiple Pennsylvania ITQ categories beyond the already drafted 84110000-ITQ-362 - Decision Analytics and Predictive Modeling - DGS Certified Small Business Only entry. The clearest fit is concentrated around IT consulting, software development, IT integration, analytics, performance measurement, operations analysis, strategic planning, healthcare analytics, and data mining.
Recommended management decision: complete the strongest IT and analytics categories first, then add conditional categories only where Agilarc can document the specific activity, such as formal project management, user training, MOTS configuration, or audit support.
12
Highest-priority categories or category pairs recommended for add/complete review.
15 yrs
Use only where the same experience base is supportable across contracts, staff, and project evidence.
2 yrs
Minimum experience threshold commonly referenced in the ITQ source drafts for selected commodity codes.
Priority Categories to Add or Complete First
These are the categories with the strongest combined support across the three draft analyses. They should be treated as the core recommendation set for management review.
| Rank | ITQ Code(s) | Category | Recommendation | Manager Rationale | Evidence to Validate |
|---|---|---|---|---|---|
| 1 | 81110000-ITQ-512 81110000-ITQ-14 |
IT Services - Consulting Services [1] IT General / Consulting Services - IT General | Add / complete | Broadest and most defensible fit. Agilarc's data architecture, BI, data warehousing, reporting, governance, modernization, integration, testing, and implementation work is directly IT consulting. | NSC cloud data warehouse re-platforming; reporting and BI resource bios; multi-phase data management and implementation projects. |
| 2 | 81110000-ITQ-27 | Software Development Services | Add / complete | Strong fit where Agilarc designed, coded, tested, remediated, implemented, or maintained dashboards, ETL/ELT, database objects, analytics applications, integrations, or reporting tools. | Dollar Bank commercial loan integration; HPAW Phase 2 development; dashboard, data model, reporting, and code conversion work. |
| 3 | 81110000-ITQ-23 | IT Integrator Services | Add / complete | Very strong fit because many Agilarc projects integrate source systems, claims, pharmacy, financial, actuarial, billing, regulatory, and reporting data into usable platforms. | HPAW ODS-to-HPAW migration; FHIR integration; Informatica PowerCenter-to-IICS conversion; source-to-target mapping and production turnover. |
| 4 | 84110000-ITQ-362 84110000-ITQ-32 |
Decision Analytics and Predictive Modeling - DGS Small Business / Base Category | Keep / strengthen; add base if available | One of the strongest matches. The current narrative already covers financial reporting architectures, forecasting models, KPI frameworks, Medicaid analytics, actuarial reporting, and energy forecasting. | Existing ITQ-362 draft; financial forecasting, executive dashboards, budgeting/planning analytics, healthcare actuarial reporting, and energy forecasting examples. |
| 5 | 80100000-ITQ-386 80100000-ITQ-63 |
Data Mining - DGS Small Business / Base Category | Add / complete | Very strong analytics fit. Agilarc's work involves extracting, joining, profiling, analyzing, and presenting findings from large operational, healthcare, financial, pharmacy, utility, and regulatory datasets. | HPAW Medicaid dimensional modeling; pharmacy claims; EDI 820 analysis; HealthNow data mart mappings; dashboard and multi-source reporting work. |
| 6 | 85100000-ITQ-382 85100000-ITQ-58 |
Healthcare Services - Innovation Strategies - DGS Small Business / Base Category | Add / complete | Strong healthcare fit. Highmark and Highmark Wholecare work supports Medicaid financial analysis, pharmacy reporting, HEDIS quality measurement, actuarial reporting, interoperability, and healthcare data strategy. | HPAW data migration; CMS Interoperability PM support; Medicaid Provider and Patient Access data; super-protected healthcare data handling and analytics/reporting validation. |
| 7 | 80100000-ITQ-384 80100000-ITQ-60 |
Business Case Development and Modeling - DGS Small Business / Base Category | Add / complete | Strong fit when framed as decision support, forecasting, cost-saving modernization analysis, ROI/cost-benefit analysis, KPI models, dashboards, and planning scenarios. | NSC business case and legacy Oracle sunset planning; budgeting/planning dashboards; executive forecasting and scenario analytics. |
| 8 | 80100000-ITQ-389 80100000-ITQ-64 |
Measuring Process Performance / Improvement Outcomes - DGS Small Business / Base Category | Add / complete | KPI frameworks, KRI reporting, dashboards, performance metrics, and variance tracking directly support process performance measurement and improvement outcomes. | Crown Castle KPI/KRI and audit-gap work; Maxim operational dashboards, P&L metrics, DSO tracking, utilization, margin analysis, and self-service analytics. |
| 9 | 80100000-ITQ-387 80100000-ITQ-65 |
Operations Analysis - DGS Small Business / Base Category | Add / complete | Strong fit for analyzing operational processes, data flows, reporting gaps, cost drivers, utilization, compliance needs, and operational dashboard requirements. | Maxim data architecture and analytics; healthcare claims/pharmacy/HEDIS analytics; utility billing and regulatory reporting analysis. |
| 10 | 80100000-ITQ-391 80100000-ITQ-67 |
Strategic Planning - DGS Small Business / Base Category | Add / complete | Forecasting, executive dashboards, roadmap creation, modernization planning, governance strategy, and data platform strategy support leadership planning and investment decisions. | NSC legacy data store sunset planning; Maxim governance roadmap; executive decision-support reporting and forecasting models. |
| 11 | 80100000-ITQ-385 80100000-ITQ-62 |
Best Practice Analysis - DGS Small Business / Base Category | Add / complete | Agilarc performs current-state reviews, best-practice recommendations, governance/process improvements, agile coaching, and reporting lifecycle improvement. | ConnectiveRx agile coaching; UPMC Power BI reporting Center of Excellence support; data quality and governance standards. |
| 12 | 85000000-ITQ-381 85000000-ITQ-57 |
Healthcare Services - General - DGS Small Business / Base Category | Add if available | Broader healthcare consulting overlap exists through Medicaid, pharmacy, HEDIS, actuarial, interoperability, and healthcare financial analytics work. | Highmark and Highmark Wholecare project history; healthcare reporting, analytics, quality, pharmacy, and actuarial deliverables. |
Conditional Categories Requiring Specific Proof
These categories are plausible, but management should confirm the underlying documentation before including them. They are not weak categories; they simply require a more precise claim.
| ITQ Code(s) | Category | Use When | Do Not Overstate |
|---|---|---|---|
| 80100000-ITQ-15 | Consulting Services - IT Project Management | Use if Agilarc led or staffed delivery management: schedules, scope, meetings, blockers, backlog, stakeholder coordination, risk/issues, testing coordination, rollout, or adoption. | Do not claim formal PM experience if Agilarc only delivered technical artifacts without management responsibility. |
| 86100000-ITQ-24 86000000-ITQ-83 |
IT Training / Personnel Training - Data Collection and Analysis | Use where Agilarc provided Power BI, dashboard, reporting, data literacy, analytics workflow, or end-user enablement training. | Keep separate from ordinary handoff unless training agendas, sessions, materials, or mentorship are documented. |
| 81110000-ITQ-26 | Modifiable Off-The-Shelf Software Services | Use where Agilarc configured, modified, migrated, extended, or implemented platforms such as Informatica, Power BI, Microsoft Fabric, Purview, Erwin, Jira, or AgilePlace. | Software Development and IT Integrator Services are stronger if the work was mainly custom code or integrations. |
| 84110000-ITQ-45 84110000-ITQ-370 |
Compliance Audits / Auditing Services - General | Use if Agilarc performed audit support, audit analytics, compliance remediation, reconciliation, validation, evidence preparation, control reporting, or audit-gap closure. | Frame as audit support and compliance remediation, not as independent CPA-style audit services unless that is accurate and documented. |
| 84110000-ITQ-33 84110000-ITQ-361 |
Accounting Services - General | Use if Agilarc can position financial reporting, budget comparison, projections, forecasts, management accounting, or advisory work as finance/accounting support. | Do not imply accounting firm services if the evidence is primarily IT analytics and reporting. |
Additional Categories Worth Considering
These categories are outside the tightest recommendation set. They may still be useful if the registration scope allows them and Agilarc can support them with project examples.
| ITQ Code | Category | Recommendation | Rationale |
|---|---|---|---|
| 81110000-ITQ-532 | Digital Service Discovery | Possible | Use if Agilarc performs stakeholder interviews, requirements discovery, process mapping, prototyping, roadmap development, prioritization, or digital/data service planning. |
| 81110000-ITQ-533 | Digital Service Design | Possible | Use if Agilarc designs dashboards, portals, analytics user experiences, wireframes, prototypes, accessibility/usability flows, or user-facing data products. |
| 81110000-ITQ-538 | Digital Service Project Management | Possible | Use if Agilarc manages digital, data, or analytics projects using agile or structured delivery methods. |
| 81110000-ITQ-539 | Digital Service Deployment | Possible | Use if Agilarc deploys analytics/reporting applications, dashboards, data services, or web systems into production environments. |
| 81110000-ITQ-540 | Digital Service Upskilling and Capacity Building | Possible | Use if Agilarc provides coaching, workshops, knowledge transfer, sustainable practices, agile/data enablement, or hands-on team training. |
| 82100000-ITQ-95 | Custom Multimedia Training Development / e-Learning | Only with proof | Use only if Agilarc created formal e-learning, recorded training, LMS-ready modules, interactive instruction, or multimedia training materials. |
| 82100000-ITQ-107 | Production Services - Application Development Services | Possible but secondary | May fit user-facing web/mobile/application development, but ITQ-27 Software Development Services is usually the cleaner category for Agilarc's work. |
Categories to Use Carefully or Avoid
Energy supply and electricity management categories should not be added based only on energy forecasting or utility billing analytics. Those categories appear to involve regulated energy supply/market participation and may require specific qualifications such as PA PUC supplier licensing, PJM membership, GATS/M-RETS capability, or curtailment service provider status.
| Area | Recommendation | Why |
|---|---|---|
| Energy Supply / Electricity Management | Avoid unless licensed/qualified | Agilarc's energy work is better used under Data Mining, Business Case Modeling, Operations Analysis, Strategic Planning, IT Consulting, IT Integration, and Software Development. |
| Auditing Services | Use carefully | Good support exists for audit response, compliance remediation, data governance controls, validation, and gap closure, but the narrative should avoid implying independent audit authority unless documented. |
| MOTS Software Services | Use carefully | Valid for platform configuration and migration, but less direct than IT integration or software development if most work was custom build or data engineering. |
Ready-to-Use Narrative Language
The following language consolidates the best narrative sections from the drafts. Management can use these as starting points for the experience form, adjusted to match the exact category and project evidence.
Healthcare Analytics
Use across: ITQ-58, ITQ-382, ITQ-362, ITQ-386, ITQ-387, ITQ-389, ITQ-512, ITQ-27, ITQ-23.
Agilarc developed healthcare analytics and reporting solutions for Highmark and Highmark Wholecare supporting Medicaid financial analysis, pharmacy reporting, HEDIS quality measurement, actuarial reporting, and executive decision support. The work included integrating healthcare operational and financial data, developing reporting architectures, building dashboards and KPI frameworks, and producing analytics used to evaluate cost, utilization, quality, pharmacy performance, and actuarial trends.
Financial Reporting and Forecasting
Use across: ITQ-362, ITQ-32, ITQ-60, ITQ-384, ITQ-64, ITQ-389, ITQ-67, ITQ-391, ITQ-512, ITQ-14.
Agilarc developed financial reporting architectures, executive dashboards, forecasting models, and KPI frameworks to support budgeting, planning, business case evaluation, operational decision-making, and executive performance management. The work included translating business requirements into reporting models, designing dashboards and metrics, developing forecasts and analytical models, and enabling leadership teams to monitor performance, compare budget and operational trends, and evaluate future scenarios.
Utility, Regulatory, and Energy Analytics
Use across: ITQ-60, ITQ-64, ITQ-65, ITQ-67, ITQ-386, ITQ-389, ITQ-370 if audit-support exists, ITQ-512, ITQ-27, ITQ-23.
Agilarc developed utility billing, regulatory reporting, and energy forecasting solutions supporting operational and financial reporting requirements in the energy sector. The work included analyzing billing and operational data, developing regulatory and management reporting, creating forecasting models, and building dashboards to support planning, compliance visibility, operational analysis, and financial decision-making.
IT Consulting, Integration, and Software Development
Use across: ITQ-512, ITQ-14, ITQ-23, ITQ-26 where applicable, ITQ-27, ITQ-532 through ITQ-540 where applicable.
Agilarc provides IT consulting, integration, and software development services involving requirements analysis, data architecture, source-system integration, ETL/ELT development, dashboard and reporting development, cloud/data platform modernization, testing, production deployment, remediation, documentation, and knowledge transfer. The work supports enterprise reporting, analytics, governance, operational decision-making, and modernization objectives.
Manager Action Checklist
- Approve the priority category set for completion: IT General, Software Development, IT Integrator Services, Decision Analytics, Data Mining, Healthcare Innovation Strategies, Business Case Development, Performance Measurement, Operations Analysis, Strategic Planning, and Best Practice Analysis.
- Confirm whether 15 years can be supported for each category through actual contracts, project descriptions, staff bios, resumes, SOWs, or deliverables. Use a lower number where the documented evidence is narrower.
- Validate conditional categories before submission: IT Project Management, Training, MOTS Software Services, Auditing Services, Accounting Services General, Digital Development, and e-learning.
- Keep energy forecasting evidence under analytics, operations, planning, data mining, IT integration, and software categories unless Agilarc has the specific regulated energy-market credentials for energy supply categories.
- For each selected ITQ row, tailor the narrative to the category wording instead of pasting identical language across every row.
Experience-year guidance: The drafts repeatedly note that the Commonwealth ITQ materials generally require documentation showing at least two years of experience in the selected commodity code. Use 15 years only where Agilarc can substantiate that level of experience with credible project and personnel evidence.