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HomeMy WebLinkAboutItem 14 - Agreements for As-Needed Information Technology ServicesInformation Technology www.santa-ana.org/it i Item # 14 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report February 2, 2021 TOPIC: Agreements for As -Needed Information Technology Services AGENDA TITLE: Approve agreements for as -needed Information Technology professional services in an aggregate annual amount not to exceed $3,000,000 (Non -General Fund) RECOMMENDED ACTION Authorize the City Manager to execute four (4) as -needed information technology professional services agreements with the firms listed below, subject to non -substantive changes approved by the City Manager and City Attorney, each for a (4) four-year term expiring February 1, 2025, with the potential for one (1) additional (2) two-year renewal term, exercisable by the City Manager and the City, for a total aggregate amount for all four vendors, not -to -exceed $3,000,000 annually and $18,000,000 over the life of the agreements if all extensions are utilized, subject non -substantive changes approved by the City Manager and City Attorney: • Sierra Cybernetics, Inc. • Intratek Computer, Inc. • West Advanced Technologies, Inc. • Infojini, Inc. DISCUSSION The City of Santa Ana leverages new technology to reduce costs, increase efficiency, and improve service delivery. To facilitate the adoption of new technology and maintain reliable operations of existing technology, the Information Technology Department utilizes professional and technical services from private sector firms on an operational and project basis to assist in upgrading, replacing, implementing, and supporting information and communications systems. This sourcing strategy is cost-effective and responsive to our customer departments' needs. It allows the Information Technology Department to quickly acquire the specific technical expertise required for a project, while not incurring ongoing fixed costs once it is complete and the specific skills are no longer needed. Additionally, it provides a Agreements for As -Needed Information Technology Services February 2, 2021 Page 2 mechanism to rapidly address changing support responsibilities for critical production systems. Over the next four years, professional and technical services will be necessary to support several planned technology projects. Anticipated projects include the following: replacement of land management system, replacement of business tax system, upgrade of cashiering system, replacement of dog licensing system, server and storage replacements, backup system upgrades, wireless network upgrades, enterprise resource planning systems replacement, and cybersecurity enhancements. A request for proposals (RFP) for Information Technology Professional Services was issued on October 26, 2020 and closed on November 24, 2020. The RFP documents were made available on the Purchasing Division's Planetbids website and 565 preregistered vendors were notified by email, of which 151 downloaded the RFP. A total of 49 responses received from potential vendors, none of which were headquartered in Santa Ana and two (2) had branch offices in Santa Ana. A team comprised from the Information Technology Department evaluated the proposals based on cost and demonstrated competence working with specific applications utilized by the City, as well as in providing other required technical services. Based on the review of the submitted proposals received, the team selected the recommended vendors. The selected vendors include: Name Based Servicing Office Sierra Cybernetics Anaheim Hills, CA Anaheim Hills, CA Intratek Irvine, CA Irvine, CA West Advanced Technologies Sacramento, CA Manhattan Beach, CA Infojini Columbia, MD Los Angeles, CA One of the vendors, Sierra Cybernetics, currently provides services to the City and was selected to continue to be an approved vendor based on their proposal. The other three vendors will be new vendors to the City. Multiple agreements are recommended to ensure a pool of qualified candidates is readily available for the Information Technology Department to quickly deliver technical services as they are needed and to ensure the City obtains the most competitive rates. The City currently has budgeted 15 consultants providing services in all areas of technology including desktop support, network support, application support, and Police IT support. If this item is not approved, it would not only disrupt ongoing improvement projects, but would severely impact the ability of the Information Technology Department to provide essential operations. Agreements for As -Needed Information Technology Services February 2, 2021 Page 3 FISCAL IMPACT Funds in the amount of $3,000,000 are budgeted and available in the current fiscal year Contracted Vendor Personnel Services account (Various-62302) and will be budgeted in future fiscal years based on the needs of Information Technology projects. Prior to utilizing any of these on -call services, Finance staff must concur with Information Technology staff to ensure there are funds available under the authorization and aggregate limit of this agreement. EXHIBIT(S) 1. Agreement with Sierra Cybernetics, Inc. 2. Agreement with Intratek, Inc. 3. Agreement with West Advanced Technologies, Inc. 4. Agreement with Infojini, Inc. Submitted By: Jack Ciulla, Chief Technology Innovations Officer Approved By: Kristine Ridge, City Manager PROFESSIONAL SERVICES AGREEMENT FOR INFORMATION TECHNOLOGY AS NEEDED PROFESSIONAL SERVICES CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 2nd day of February, 2021, by and between Sierra Cybernetics, Inc., ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California C'City"). RECITALS A. On October 26, 2020, the City issued Request for Proposal No. 20-124, attached hereto as Exhibit B, by which it sought proposals from qualified firms to provide Information Technology (IT) as -needed professional services, including a broad range of IT support, maintenance and new project consulting for its various departments. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that Consultant is able and willing to provide such services described in the scope of services that was included in Request for Proposal No. 20-124 and Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an as -needed basis, and at the sole discretion of City, Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Consultant's Proposal attached hereto as Exhibit A. When the need for services arise, City may initiate services through use of a letter agreement, executed by the Chief Technology Innovations Officer and the Consultant. Consultant shall be responsible for providing all requested services pursuant to the terms and requirements found in Request for Proposal No. 20-124, attached hereto as Exhibit B, as well as Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. Specifically, Consultant must comply with the general requirements found in Section III.A of Request for Proposal No. 20-I24, as amended by Request for Proposal No. 20-124 Addendum #1. If there are any conflicts between the terms or requirements in the applicable documents referenced herein, the order of precedence shall be as follows: this Agreement; Consultant's Proposal; Request for proposal No. 20-124 Addendum #1; and, Request for Proposal No. 20-124. Page I of 10 2. COMPENSATION a. The total sum to be expended under this Agreement shall not exceed Three Million Dollars ($3,000,000) annually, for a potential not to exceed amount of Eighteen Million Dollars ($18,000,000) during the term of the Agreement if all extensions are utilized, aggregated among all IT as -needed professional services providers. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on February 2, 2021, and terminate on February 1, 2025, unless terminated earlier in accordance with Section 1.5 below. The term of this Agreement may be extended for one (1) additional two (2) year period upon a writing executed by the City Manager and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Page 2 of 10 Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. G. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shal I maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance Page 3of10 provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreement. Consultant shall supply City with a fully executed additional insured endorsement. f, If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement, The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. S. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Page 4 of 10 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care, "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 5 of 10 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-I988 Fax: 714- 647-6956 With courtesy copies to: Jack Ciulla Chief Technology Innovations Officer City Attorney's Office Information Technology Department City of Santa Ana City of Santa Ana 20 Civic Center Plaza 20 Civic Center Plaza (M-xx) P.O. Box 1988 P.O. Box 1988 Santa Ana, CA 92702 Santa Ana, California 92702 To Consultant: First & Last Name ear-l Title 7r-es icl e'u'- - Consultant Firm Name re&_ �� be i-n e4-i c s, T d c,, Address -I qD ,G % .Im .¢vim. 5�, I City, State, Zip C A °( Z V0? Fax: -7pl_ q zl- dO?6 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in Page 6 of 10 addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer„ delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 1.7. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 10 18. PROFESSIONAL LICENSES Consultant shall, throughout the terra of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the: provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 20. NUSCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn, b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. (Signatures on following page) Page 8 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney Ey: Ryan Uod Assistant City Attorney RECOMMENDED FOR APPROVAL: Jack Ciulla Chief Technology Innovations Officer Information Technology Department CITE' OF SANTA ARIA Kristine Ridge City Manager CONSULTANT: (name)', J .L fc►� (title) Tax I134�~da 7 Page 9 of 10 EXHIBIT A CONSULTANT'S PROPOSAL Sierra Cybernetics — The Art of Information Engineering PROPOSAL FOR INFORMATION TECHNOLOGY AS -NEEDED PROFESSIONAL SERVICES Prepared for: City of Santa Ana Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 Attention: Mr. Jack Ciulla, Chief Technology Innovations Officer In Response To: RFP #20-124 Prepared by: Sierra Cybernetics, Inc. 5140 E. La Palma Avenue, Suite 201 Anaheim Hills, CA 92807-2069 (714) 921-1212 or Facsimile (714) 921-2086 E-mail: claplante@sieffacyber.com Attention: Carl LaPlante President 24 November 2020 Program Number: SC20-011 9D TABLE OF CONTENTS Page No. SECTION 1 - Cover Letter........................................................................ 1-1 SECTION 2 —Agreement Statement............................................................ 2-1 SECTION 3 — Sierra Cybernetics - Firm Experience .......................................... 3-1 SECTION 4 — Supplemental Questions.......................................................... 4-1 SECTION 5 — Cost Proposal ................................................ :...................... 5-1 SECTION 6 — Certifications....................................................................... 6-1 SECTION7 — References.......................................................................... 7-1 SECTION 8 — Evidence of Financial Capability ................................................ 8_1 SECTION 9 — Insurance............................................................................ 9-1 SIERRA CYBERNETICS ii SC20-011 Santa Ana IT Professional Services 45 SIERRA CYBERNETICS 5140 E. LA PALMA AVE., SUITE 201 • ANAHEIM HILLS, CA 92807-2069 + 714-921-1212 * FAX 714-921-2096 SECTION I — OVER LETTER 24 November 2020 City of Santa Ana Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 Dear Mr. Ciulla: It is my pleasure to transmit our proposal to provide the City's requested IT Professional Services. This proposal demonstrates Sierra's background, capabilities, and methodology toward providing quality temporary staffing services within an Information Technology environment for local, state, and federal government agencies. Sierra is a small business, headquartered in Orange County, with staffing contracts supporting local government agencies throughout Southem California. We set ourselves apart from other staffing agencies by devoting our business exclusively to government clients, yielding efficiencies in our business processes so as not to diffuse our energies and resources into the commercial sector. We have offered reliability and cost efficiencies to California government IT clients for 24 years. We will bring that experience and those benefits to the City of Santa Ana. Key elements of our proposal include the following factors: * We have been an incumbent to Santa Ana for your similar services since 2017. • We have placed local government IT workers throughout Southern California continuously for the past 24 years and we have been in the IT industry for 39 years, since our founding in 1981. ■ We have always operated from our Orange County headquarters. + We focus on providing personnel who live local to our client sites, which include local governments in Orange, Los Angeles, San Bernardino, and Riverside Counties. + Our pricing methodology is designed to ensure a BEST VALUE offering which considers the budget realities of our government clients. We will manage your project from our Anaheim Hills headquarters, Sierra is an S-Corporation. The following page summarizes our background. We look forward to participation in future post proposal source selection proceedings and, ultimately, to provide the City with quality staffing services. rely, I arl ante President 1-1 SC20-011 SIERRA Santa Ana IT Professional Services CYBERNETICS Sierra Cybernetics, Inc. Information Technology Services for Government Agencies Sierra Cybernetics was founded in 1981 to provide software engineering for the U.S. Marine Corps and U.S. Army. Today, we provide complete information technology services for federal, state, and local government agencies. Sierra's core competencies focus on Information Technology staffing • Database, web, and client -server IT services for government agencies • Workflow and document image management solutions for enterprise deployment • C4ISR systems engineering, systems integration, ILS, and software development Throughout our history, Sierra has provided quality systems and software engineering support to nearly 20 separate DoD agencies, supporting programs such as EPLRS, JTRS, .ITIDS, MK-92, JCDX, and Po Sheng, Systems developed by Sierra, or for which Sierra has had a significant development role, are currently deployed in Marine Corps, Army and Navy commands, providing leading - edge technology. These C4ISR systems have been used effectively in military operations in the Middle East, Africa, and the Caribbean. Over 95% of our current defense work stems from previous customers. In the early 1990's, Sierra began to complement our DoD work by applying our information technology expertise into local government markets. We acquired one of California's leading document imaging integrators in 1995, driving us to become a significant provider of client/server and web -based document imaging systems. We specialize in data capture, document management, and data analysis services. We hold California Master Services Agreements for information and imaging technology solutions and several IT service contracts with local government agencies. Sierra's Client Base Has Included City of Santa Ana US Navy Surface Warfare City of Pasadena Center Orange County Superior US Navy SPAWAR Court US Marine Corps Systems Command Transportation Corridor P US Army Communications Agencies Electronics Command South Coast Air Quality US Army Intelligence Management District and Security Command Orange County Social US Army Research Lab Services Agency White Sands Missile Range Judicial Council of California Joint Interoperability Test City and County of Command Lawrence Livermore Labs San Francisco UC Berkeley Lockheed — Martin Sacramento County Raytheon Corporation Northrop Grumman Fresno County General Dynamics Port of Los Angeles Modern Technologies Corp. Port of Long Beach CSCIDyncorp MWd of Southern California SRI, International Los Angeles Superior Court The Walt Disney Company Sierra presents a broad experience base in leading -edge technology. Our engineering staff has current experience in networked systems, communications, and information processing, developing client/server and Web -based systems under Windows and UNIX. We have developed over 3,000,000 lines of code in C, C++, C#, ASP, .NET, Java, Perl, VB, Fortran, Ada, and PowerBuilder, using SharePoint, Oracle, Sybase, Ingres, SQL Server, and ODBC interfaces. Sierra employs strong systems and software engineering methodologies using structured, spiral, and object -oriented processes. We can provide project monitoring services utilizing personnel experienced in DoD, IEEE, SEI, CMMI, DRII, and ACP standards. We offer technical support services far risk management, software quality assurance, technical writing, testing, configuration management, and verification and validation. Please contact Mr. Carl LaPlante, President, at cicr )Iclml e( ,t r`cFrr ac bc'r. c o ni or Mr. George Rodriguez, VP of Information Technology at grodriguez@sierrocyber.com. 5140 E. La Palma Ave., Suite 201, Anaheim Hills, CA 92807 0 (714) 921-1212 0 Fax (714) 921-2086 0 www.sierracyber.com SECTION 2 - AGREEMENT STATEMENT Sierra concurs with and has no concerns with the provisions of the RFP's Exhibit A, Standard Agreement, or the Scope of Services General Requirements section (III A). Z,i General Requirements In particular, we take note of your emphasis upon our responsibilities toward our personnel in order to differentiate them from being perceived as City employees. This has always been the case for us — driven by our experience that our sale customer base is local government agencies. For example: III A.I. Our Project Manager and Administrative Manager will work in conjunction with City IT Management to provide oversight of our staff activities and tasks. We will manage all on - boarding;, termination, and/or replacement activities. III A.2. We will handle all personnel pay and benefits processing according to our own internal practices. III A.4. Sierra personnel will be provided visible identification badges or clothing or other discernable evidence of our people being members of Sierra's staff such that our personnel can be clearly differentiated from City employees. 2-I SC20-011 SIERRA CYBERNETICS Santa Ana IT Professional Services SECTION 3 - SIERRA CYBERNETICS - FIRM EXPERIENCE Sierra Cybernetics provides IT professional staffing services, software development, systems engineering, and systems integration services for clients nationwide. We are headquartered in Anaheim Hills with offices less than thirty minutes from Santa Ana. We offer you a company with a full range of IT, software, systems, and project management services, developed over a 39 year history supporting local, state, and federal government agencies. 3.i Sierra Cybernetics, Inc. — General description Sierra Cybernetics provides IT professional staffing services, systems and software analysis and systems integration, for clients with information management requirements. From our offices in Orange County we have supported government clients on projects ranging from a few weeks and a few thousand dollars to multi -year contracts exceeding ten million dollars in value. Founded and incorporated in California in 1981 and continuously headquartered in Orange County since inception, Sierra originally focused on federal government software engineering efforts featuring GIS and image -based command -and -control applications overlaid on massive database processing requirements. Since 1992, we have built upon that expertise to concentrate on providing IT services, systems analysis, software development, and systems integration services for local government and commercial clients, including local IT Professional Services contracts with the City of Santa Ana for the past four years and the Orange County Superior Court for the past 14 years. Siena has provided software personnel to develop custom IT solutions for clients on contracts totaling over $150M. Our staffing has ranged from 25 to 55 personnel over the past three decades as a function of our direct support to Government agencies. Our early focus on software development led us to expand our software services offerings in the early 2000s by initiating new efforts to provide IT, engineering, and other temporary staffing services personnel. We currently have approximately 40 staff members working at client sites in Orange, Los Angeles, San Bernardino, San Francisco, and Fresno counties, along with four management/administrative personnel at our Anaheim Hills headquarters. SIERRA CYBERNETICS + PROVIDES - INFORMATION TECHNOLOGY SERVICES FOR COMPUTER -BASED SYSTEMS • SPECIALIZES IN - IT STAFF AUGMENTATION - SYSTEMS ENGINEERING, ANALYSIS, AND INTEGRATION - SOFTWARE DEVELOPMENT FOCUSES ON INFORMA TION MA NA GEMENT FOR - LOCAL GOVERNMENTS - MILITARY COMMAND, CONTROL, COMMUNICATIONS, INTELLIGENCE + DELIVERS PRODUCTS FOR - LOCAL GOVERNMENT IT APPLICATIONS - MAP -BASED GEOGRAPHIC INFORMATION SYSTEMS 3-1 SC20-011 SIERRA Santa Arta IT Professional Services CYBERNETICS Sierra operates as an "S" corporation. Mr. Carl LaPlante is our President, founder, and 100% owner. No ownership changes are contemplated. Our management philosophy is very straightforward and consistent with our corporate mission: we will stress customer satisfaction and strive to provide quality services on time and within budget. This has always been our reputation and we believe it is the primary reason why more than 80% of our business base derives from repeat business. Sierra's annual salts generally range from $1.5M to $3. We have successfully managed multiple IT services contracts ranging in size from less than $25K to in excess of$1OM. Sierra is regularly audited by the Defense Contract Audit Agency for compliance with Federal regulations concerning business operations. Our record is immaculate. Our business processes ensure accurate and accountable billings and payments to our contractors and suppliers. We are trained and knowledgeable in government regulations and very experienced with the labor laws concerning professional contract labor employers. Sierra's Mission Provide Quality Technology Services and Innovative Computer -Based Solutions for Information Management Applications. IN THE PURSUIT OF THIS MISSION, WE WILL ADHERE TO THE FOLLOWING PRINCIPLES: WE WILL BE CUSTOMER ORIENTED - Custorner satisfaction Is our highest priority. We will emphasize quality In all activities. We will recognize that service is the foundation of a successful business. We will strive to achieve on -time, within -cost deliveries. WE WILL FOSTER EMPLOYEE GROWTH - We will encourage a participatory work environment emphasizing opan, honest communications. We will provide the professional, economic, and educational improvement opportunities necessary for a stable superior workforce WEWILLMAINTAIN CORPORATE (NTEaMTY- We will abide by and support the legal and highest ethical standards of our profession. 1H Management Sierra staff personnel will be responsible for project management and recruiting (Mr. Carl LaPlante), for on -boarding and supervising personnel (Mr. George Rodriguez), for producing and monitoring billings (Ms. Pam Giandalia), and for meeting rapid response needs (Messrs. LaPlante and Rodriguez). Each person having such responsibility has more than thirty years experience in their specialty. Because we have worked together for so long, we are capable and available to back each other up. In particular, for your project, if Carl LaPlante is not available, George Rodriguez will act in his stead. This experience offers our clients a significant 3-2 SC20-011 CYBERNETICS SIERRA Santa Ana IT Professional Services CYBERNETICS management comfort that utilization of Sierra minimizes your risk. Each person can be contacted at our corporate headquarters in Anaheim Hills at (714) 921-1212. Following is our proposed organizational chart and summaries of the people who will support you. Full resumes follow in Section 3.iii. Sierra is not proposing any subcontractors. SANTA ANA — — PRESIDENT L IT DEPARTMENT PROJECT DIRECTOR I I CARL LAPLANTE ACCOUNTING AND OFFICE MANAGEMENT PAM GIANDALIA Billing, Payroll INFORMATION ENGINEERING TECHNOLOGY DIVISION SUPPORT SERVICES DIVISION CARL LAPLANTE G PROJECT DIRECTOR EORGE RODRIGUE2 Recruiting, Client Interface On'B°arding, Admin Management -SANTA ANA IT PROFESSIONAL SERVICES Sierra Corporate Structure Supports Efficient Performance for ow Clients Carl LaPlainte, President and Project Manager. Mr. LaPlante has over 50 years experience in software and information systems analysis. With Sierra since 1981, he is responsible for all software and systems development business activities. He has consulted to federal, city, and commercial clients on projects as diverse as providing data processing software and MIS facility management for Marine Corps systems, MIS analyses to Abu Dhabi National Oil Company for a Records Management System, and management of the San Francisco Building Inspection Workflow Automation System. He holds a BS degree in Mathematics from Stanford University. George Rodriguez, Sierra's Administrative Personnel Manager. George has managed Sierra's staff on nearly all Sierra's IT projects for the past 25 years. He is a retired Army communications officer, specializing in managing and testing large scale automation projects. During his military career he directed automation and communications operations at sites as varied as Hughes Aircraft in Fullerton to Germany and Vietnam. He possesses over 40 years experience with Information Technology projects. He is an engineering graduate of the United States Military Academy with an MSEE from New Mexico State University. SIERRA 3-3 CYBERNETICS SC20-411 CYBERNETICS Santa Ana IT Professional Services C Pam Giandalia, Accounting and Office Manager. Ms. Giandalia has over 35 years of accounting, financial, auditing and office management experience. She served as Senior Manager during 14+years with Southern California Edison, consulted with SCE's Controller on Real Properties accounting matters, and participated in upgrading accounting systems. With Siena since 2016, she oversees all corporate accounting, billing, and office management activities. Iiii Management Full Resumes SC20-U 11 SIERRA 3-4 CYBERNETICS Santa Ana IT Professional Services CARL LaPLANTE PROJECT MANAGER Mr. LaPlante will serve as Project Director and Contract Liaison for your effort. He has led formation of four software development and systems engineering services companies. He possesses forty years experience in leadership and leading -edge technology positions, for Iarge and small firms, building organizational infrastructures while constantly interacting directly with military and civilian client management and technical personnel. He has led Sierra Cybernetics from being strictly a provider of military software systems to a fully integrated systems solution provider and IT staffing services firm to private industry, local government agencies, U.S. and foreign military clients. Sierra Cybernetics President 1981-Present .Mr. LaPlante founded Sierra to provide systems engineering and software development services. Sierra's focus has evolved from developing military test and evaluation software to being a recognized IT staffing services provider and developer and integrator of custom software system solutions in the areas of: - Information technology for state and local government agencies. - Document image management systems for private industry. - Command -and -control decision aids and intelligence analysis for the Army, Navy, Air Force, and Marine Corps. From our headquarters' site in Orange County, CA, Sierra's staff of more than forty professionals fulfills the corporate mission to provide quality IT staffing, software integration services, and innovative computer -based products for information management applications. Mr, LaPlante has led projects for clients including all U.S. military branches, many city and local government agencies, Lockheed Martin, San Francisco Department of Building Inspection, South Coast Air Quality Management District, Lawrence Livermore Laboratories, University of California, Berkeley, and The Walt Disney Company. From 1973-1981, Mr. LaPlante served as a Consulting Engineer to the following five firms. Software and Management Systems 1980-1981 Developer of user interface and records management software for a personnel records system for Jordanian Army. Provided on -site business process analysis for Abu Dhabi National Oil Company. LogiconlEagle Technology 1977-1981 U.S. Government's software representative in -plant at Hughes Aircraft during development of joint Army/Marine Corps Position Location Reporting System (PLRS) and Enhanced PLRS (EPLRS). Reported to military and government officials regarding software technical, quality, and schedule matters, Hughes Aircraft, General Dynamics Electronics, SYSCON 1973-1977 Software developer on electronic warfare, undersea surveillance, intelligence messaging systems, Litton Industries Software Developer / Technical Director 1967-1973 Directed software development within Combat Information Center on Navy's DD-963 (Spruance-class) destroyers and Air Force Satellite Control Facility command -and -control and tracking systems. Lockheed Missiles and Space Company Associate Engineer 1966-1967 Software developer for Air Force satellite launch sequence command -and -control at Vandenberg AFB and for data analysis from classified satellite reconnaissance missions. EDUCATION: Stanford University, B.S.,Mathematics, 1966 Post -graduate studies in Statistics and Operations Research U.S. Army War College, National Security Participant, 1998 SIERRA 3-5 SC20-011 CYBERNETICS Santa Ana IT Professional Services GEORGE RODRIGUEZ ADMINISTRATIVE MANAGER Mr. Rodriguez is a retired Army communications officer, with over forty years of experience managing and testing large-scale automation projects, including multimillion -dollar projects for both commercial and military clients. The majority of the commercial projects have been PC web and client/server based projects for document image management or local government database and business process requirements. George provides on -boarding, training, and management for most of Sierra's Information Technology staffing contracts. Sierra Cybernetics Project Director February 1988-Present Port of Long Beach On -Call IT Services - Port of Los Angeles On -Call IT Services - Orange County Superior Court IT Services - Lockheed MartinfSPAWAR/Taiwan systems engineering and IT staffing - Orange County Executive Office Imaging Support(Legato, Plasmon, Fujitsu) - Orange County Transportation Authority business process (Windows, MS SQL, Oracle) - San Francisco Department of Building Inspection business analysis and imaging - Air Quality Management District (AQMD) WEB Activate Request for Permits Project - AQMD Web Enhancement project (Windows NT based) - AQMD Temporary Staffing - Joint Tactical Information Distribution System Support (Windows NTIUNIX based) - Display Control Console Replacement Project (HP -UNIX based) - AQMD Finance Enhancement Project (Windows NT based) - Navy MK-92 Fire Control Project (Windows 95 based) - AQMD Facility Permit Processing System (Windows NT based) Position Location Information distribution over tactical communications systems (Unix) Intelligence Analysis System for distribution of electronic overlays (Unix) U.S. Army Lieutenant Colonel 1967-1987 - Performed as the Resident Technical Representative at Hughes Aircraft, in charge of witnessing contractor tests, both hardware and software. Led review of test procedures to ensure all tests were conducted in accordance with government specifications. - Wrote electronic warfare studies and provided technical support to U.S. Army on foreign ground - based jammers and direction finding capabilities. Briefed Pentagon officials on foreign electronic warfare capabilities against U.S. voice communications, ground and airborne radar jammers and line -of -site multichannel communications. Provided inputs for production decisions on Army communications, radar, and air defense systems. - While stationed at Ft. Huachuca's Joint Test Facility, assisted in the testing of the U.S. Army's tactical voice and message switches by utilizing a simulator capable of simulating telephones and teletypewriters. - Managed U.S. Army's Corps Area Communications System in Vietnam and Thailand. - Managed the U.S. Army's command and control communications system in Germany. EDUCATION: MSEE, New Mexico State University, 1975 BS, Engineering — United States Military Academy, 1967 SIERRA 3-6 SC20-01 I CYBERNETICS Santa Ana IT Professional Services PAM GIANDALIA ACCOUNTING AND ADMINISTRATION With Sierra since 2016, Ms. Giandalia has over35 years of accounting, and administrative experience. She has a blend of small private business, Banking and Utility business experience. Ms. Giandalia is responsible for providing Sierra's accounting and administrative functions. Prior to joining Sierra, Ms. Giandalia held the following relevant positions: South Coast Air Quality Management District 2016 Supported Information Management Department providing budget creation, expense monitoring, account auditing, accounts payable processing. Southern California Edison Manager Support Services 2004-2013 Business Analyst 1I998-2004 Supervised 18 personnel and managed the support services administration and business services department in the performance of a variety of functions including compliance, back office operations, accounts payable, accounts receivable, work orders, and purchase orders. Provided support to the entire 300 employee Real Properties department concentrated on property acquisitions. Performed diverse management duties in areas of human resources, data integrity, vendor utilization, finance, emergency planning, and executive reporting. Devised and oversaw accounts payable, receivable and field checking account processes and procedures. Implemented benchmarking of facility costs against parallel costs for external companies. Led team of 3 personnel and held oversight for various activities that included data integrity and finance. Developed and supervised the year-end accounts payable accrual processes. Provided knowledgeable support, training and counseling for the entire corporate real estate department responsible for the maintenance of over 200 buildings as well as assisting a real estate based department concentrated on acquisition of property. Oversaw special projects, capital and expense work order, data integrity, compliance database, SOX (Sarbanes Oxley) monitoring, and audit requests. F.11 W 311.4 KIN I III&I1111;74110 ll► ti Senior Management Training — Southern California Edison Leading in Changing Times & Leadership Training— Southern California Edison SAP — Basic Training/Focus on Leadership — American Management Association SHILLS MS Word, PowerPoint, Excel, Microsoft Office, SAP, QuickBooks, 10 key of touch, Solutions Delivery System (SDS), Working with Procurement to obtain the best work for the best cost in any industry, Team player, Organizational management 3-7 SC20-011 CYBERNETICS SIERRA Santa Ana IT Professional Services 3.iv Sierra Depth of Similar Experience We have been providing IT staff augmentation services since 2005. The following charts depict our progression, clients, and types of services. Nearly all placements have been to public sector agencies. Skill Set # Temporary Service Employees Placed 2007 2,009 2009 20I0 2011 2012 2013 2014 2015 2016 2017 2018 2019 Information Technology (Systems Analysts, DBAs, Application Architects, 1 {I 9 10 11 13 14 9 17 21 24 26 31 42 Software Developers, Web Specialists, System Administrators, PMs, 13SAS, QA, CM, Desktop Support_ WAN/LAN We can provide people in each of the seven technology categories shown in Section I II.0 of your RFP. We have provided a variety of as -needed IT personnel to the agencies identified in the following list, These personnel have included technical specialties as defined in your RFP. (Abbreviations following: SBC = San Bernardino County, Pas = Pasadena, LASC = Los Angeles Superior Court, Sac = Sacramento County, AQMD =- South Coast Air Quality Management District, OCSC = Orange County Superior Court, POLA = Port of Los Angeles, POLB = Port of Long Beach, JCC = Judicial Council of California, SA = Santa Ana) Applications & Development Services • Systems Analyst — SBC, Pas • Programmer/Developer (.NET -C#, VB.NET) — LASC, Sac * Web Developer (.NET/PHP) — LASC, AQMD • Database Administrator (MS SQL, Oracle) — LASC, OCSC • Document Imaging Application Specialist — City of Orange, Walt Disney, AQMD • Business Intelligence Specialist — POLB • Mobile App Developer (iOS & Android OS) — None Project Management & Business Analysis • IT Business Analyst (with municipal government experience) — SBC, Pas, LASC, POLA • Project Lead (for deployment of purchased software application) — SBC, POLA * Technology Consultant for specialized applications - OCSC • System Evaluation & Selection Consultant - LASC GIS Services • GIS Administrator — SA • GIS Analyst — Fresno County • GIS Intern — AQMD Network & Telecommunications Services • Infrastructure Architect — JCC, SA • Network Engineer - SA SIERRA 3-8 SC20-011 CYBERNETICS Santa Ana IT Professional Services • Network Security Engineer - OCSC • Network Specialist — LAN Administrator — POLA, SA • Wireless Infrastructure Engineer - SA • Telecom VOIP Administrator - None * Telecom VOIP System Engineer - None Data Center & Operations • Systems Architect and Engineer - None • Systems Administrator - None * Data Center Engineer - POLA, Cybersecurity • Cybersecurity Engineer - POLA • Cybersecurity Analyst -POLA Desktop Support and Helpdesk • Tech Support Lead - POLA • Tech Support Specialist (Desktop) — POLA, SA • Tech Support Intern - SBC 3.v Most Significant Recent Engagements Please refer to Section 6, Attachment A (References) for four of our most recent (and current) similar engagements. All are public agencies. Those references discuss scope of work, dates, positions staffed, and client contact name and telephone number. The following chart shows a summary by location of clients. SC20-011 CYBERNETICS SIERRA 3- Santa Ana IT Professional Services �BE Sierra's Recent IT Personnel Placements LOCATIONBASE Los Angeles IT, Software, PeopleSoft, Networks, Data Port of Los Angeles, Port of Long County Collection, Help Desk, Database, Imaging Beach (25 years) Website Host & Maintenance, Financial Systems, Air Quality Management District Administrative Assistance, BI, Information Metropolitan Water District Security, Cybersecurity MS Dynamics CPM, IT recruiting, .Net Los Angeles Superior Court Software, Business Analyst, Oracle DBA, SQL Reports, Project Management City of Pasadena ERP Business Systems Analysis, Website Dove la ment Ventura County Expert Systems Software for Shipboard US Naval Surface Warfare Center (IS years) Maintenance — Port Hueneme US Navy Seabees -- Port Hueneme Instructor Training San Diego County Network Engineering, Risk Management, Systems Lockheed Martin Tactical Systems (7 years) and Software Engineering Division — for US Navy Taiwan Graphics/Technical Drafting - CAD Project US Navy SPAWAR — C2 Systems Orange County Network, Help Desk, SCCM, Systems Analysis, City of Santa Ana (15 years) GIS Support OC Social Services Business Continuity OC Superior Court Software Quality Assurance and Development, Network Security, Oracle, PowerBuilder, and SQL Server DB Performance, SharePoint OC CEO Imaging Support Monmouth Network Systems Analysis and Vulnerability and US Army Research Laboratory County, NJ Development — Software Developers (3 ears San Bernardino NET Software Development, Project Information Services Department County (5 years) Management, Business Systems Analysis, Help Desk Prince William Supply Chain Software Sustainment Analyses — US Marine Corps — Logistics County, VA (2 IT System Analysts Command years) Sonar Systems Engineering and Test Lockheed Martin SC20-011 7 SIERRA 3-10 CYBERNETIC$ Santa Ana IT Professional Services 3.vi Sierra Strengths and Project Management Processes Sierra specializes in providing IT -related services for our clients. Our current staff provides temporary staffing IT services, software development, database management, project management, and systems analysis capabilities. Our efforts are focused solely on governmental clients. We do not expend precious resources on chasing commercial work. That results in cost savings for our government customers and assurance that our attention is not diverted from your priorities. This attention to our government clients has led to our winning IT services contracts throughout California and with local government agencies in Orange, Los Angeles, Ventura, Riverside, San Bernardino, San Diego, San Francisco, Fresno, and Santa Clara counties. Unique Sierra Strengths We believe that Sierra should be selected for this contract because • We have successfully, efficiently, and cost-effectively provided IT Professional Services for Orange County government agencies for the past 15 years. • Our personnel, both management and technical, have proven their duality for local, state, and federal government agencies for three decades. • Our processes have been honed to the nuances of government IT contracting on over $1 S0M of projects throughout our history. Our project manager will work with you to understand your technical, schedule, and financial requirements. When additional personnel are needed, he will coordinate with our recruiting staff to quickly locate candidates who are available and meet your technical and financial goals. We will concentrate on obtaining IT and technical personnel who understand your methodologies. We will not flood you with resumes — our candidates will be carefully screened first. We will coordinate the interviewing process, administratively assist you and the candidate in getting started on your project, and maintain regular and proactive liaison with you and our employee to ensure continuity of excellent service. Our management processes align with your Scope of Services as outlined in the UP. Security Requirements Sierra has worked within security constraints for more than 30 years, including providing personnel requiring Dal} Secret and Top Secret clearances. We are accustomed to local government security and background check processes. We will to adhere to your security policies and practices for our personnel, their vehicles, and their belongings. We will ensure our people are aware of and adhere to ethics and code of conduct polices. Recruitment Sierra employs a standard process to recruit qualified personnel in a timely manner. We utilize multiple sources to locate candidates, then screen them for appropriate skills, professionalism, and ability to perform smoothly in our client's environment. We follow the proper laws and regulations for employing them. 3-11 SC20-011 SIERRA Santa Ana IT Professional Services CYBERNETICS We will he glad to transition any personnel you desire from current contractors to our staff. if we need additional personnel, we will use our internal marketing and recruiting personnel who are placement specialists. They (1) recognize the necessity to accurately and effectively communicate with our clients in order to qualify client requirements against candidate capabilities, and (2) understand the technologies that candidates offer to a client. Our skills analysis, database search techniques, and interview processes have been developed over three decades to ensure that we accurately and completely understand the client's needs and then apply that understanding against our database of personnel. We will only provide resumes of qualified candidates; our screening processes are responsive to meeting client needs such that we only present potential candidates who are available in the required time frame and who can genuinely perform the work. The account manager will screen all resumes received from the recruiters prior to being presented to the client. This will ensure that the best possible personnel are presented to the client for the required positions. Our recruiters are technical people experienced in many of the qualifications related to the technical qualifications of the people we place. They are trained to match client requirements against the skills offered by our contract personnel, as presented in their resumes and during our interview/screening process. When necessary, we will perform professional reference checking by contacting references offered by the candidate and, even further, by references offered by the first level references. In many cases, the individuals will have worked for the client before and will not require additional references. We recruit through a variety of techniques: advertising via our internet website, using external recruiting specialists, search of websites offering personnel contacts, word of mouth, customer and employee referral, college and university recruiting, and subscription to recruiting services. Verifying Education, Skills, and Other Qualifications Our policies, practices, and procedures are focused on providing the highest quality, lowest risk, and best valise personnel for our customers Our practices include interviewing first and second level references for prospective employees and verifying education and employment with the registrar and human resources departments of prior colleges and employers, when necessary. We provide drug testing as required for specific contracts or customers. This includes appropriate pre -employment, periodic, random, post -accident, reasonable cause, and follow-up testing. Sierra currently has an account with Quest Diagnostics to perform any drug testing that may be required. We can call or look up the nearest facility and make an appointment for the prospective employee. Since we have an account, the prospective employee only has to show up and we take care of the rest. Sierra's policy number CRR-20 describes our process for drug and alcohol awareness education. We also have an accounts with USAINTEL and TransUnion's "ShareAble for Hires" to perform any kind of background checks that may be required. Our background checks include DMV checks, citizenship checks, and criminal record checks, and verification of education. The background checks can be run prior to the prospective employee starting work or while we are performing interviews and checking references. We can run all the background checks mentioned above, or any subset of the checks, depending on the customer requirements. SIERRA, 3_12 SC20-011 CYBERNETICS Santa Ana IT Professional Services When testing and interviewing the more skilled personnel such as database personnel or programmers, we use our current staff to provide questions or scenarios to help us evaluate them so that we can provide you with the best skilled personnel for the positions that you have to he filled. Interviews with clerical/administrative personnel are used to determine their basic communication skills. Questions in regards to word processing, spreadsheet, and database programs will supplement actual typing and word processing tests which will be used in determining that the person meets our qualifications. Providing Reference Checks Our practices utilize reference checks on personnel when needed. We interview first and second level references as provided by the candidate. We specifically ask them to provide at least one reference with whom they may have had a difficult relationship, so we can evaluate their actions under stress. For this same reason, we frequently ask the references for additional references. Documenting Right -to -Work and Employing New Personnel All potential new hires are required to complete a Sierra Cybernetics Application for Employment form (SCF027-5). On the Iast page of the form is the following statement: "Should an employment offer be extended to you, it will be withdrawn if you cannot comply with any of the following conditions: (1) verification of your identity, ... and legal right to work in the United States...." Thus, the new hire is put on notice that he/she must be eligible to work. Immediately after a person accepts a formal offer of employment from Sierra Cybernetics, we make arrangements for the person to come into our office to complete the paperwork needed for a new lure. The person is instructed to bring the originals of documents that are required by the Department of Justice Form 1-9, Employment Eligibility Verification. One of the early steps in our standard procedure for signing up a new employee is to complete a Form I-9. The new hire completes Section 1 of the form to declare how he/she is eligible for employment in the U.S. At this time, the Sierra Cybernetics representative examines the documents required by the form to establish the new hire's identity and employment eligibility. Not only do we examine the original documents, we make copies and attach them to the completed I-9. We then complete Section 2 of the 1-9, thereby completing the employment eligibility verification process. Should a client wish to hire a Sierra employee, after some period of task performance, we will be glad to discuss the conditions under which such a hiring mares sense to all parties. Our motivation is to (1) support our client, (2) support our employee, and (3) support Sierra to achieve a fair return on our investment in the recruitment and employment of our employee. Retention Sierra tends to retain our employees for long periods. All members of our senior management and administrative staff have been with the company for more than 30 years. Our current senior technical personnel have been with us for between 4 and 10 years. 1n fact, most of our senior A\ SIERRA CYBERNETICS 3-13 SC20-011 Santa Ana IT Professional Services CYBERNETICS technical personnel that have supported us in the past are still available to us to serve in short- term or long-term consulting roles. We believe that three primary factors contribute to our high retention rate: * We treat our people in a manner that skilled professionals desire to be treated • We offer very competitive salary compensation * We offer substantial employee benefits. Professional Treatment - Our people tend to be highly skilled and highly educated, sensitive to company cultures that are supportive of professional IT personnel. As a small company, we are able to pay individual attention to the needs of our people. We attempt to address the concerns of our people with their priorities placed ahead of the company's, as long as the positive culture of the company can be maintained within the larger scope of meeting our client's needs and being fair to all our staff members. Our guiding dictum is that our company is only as strong as our people, so their needs must drive the company's culture. On a specific basis, that includes such factors as providing monetary and leave incentives for benefited employees to gain relevant training or education and making sure that our people have the technological resources to do their jobs, such as lap -top computers, communication devices, and mileage reimbursement for company use of personal autos. When specific personal issues arise that may impact work performance, we strive to assist our employees. Examples include such past efforts as providing company -paid alcohol rehabilitation counseling, company self- insurance for major dependent dental care, company paid travel and leave to attend skill - enhancement seminars, and company -provided installation of satellite receiving equipment for courses from the University of Southern California to support remote attendance for pursuit of a PhD by one of our senior engineers. Competitive Pay — We regularly survey the marketplace for the skilled professionals we utilize in order to maintain currency of our compensation practices. As a small business, focused on our employees, we strive to keep our overheads low. In so doing, we are able to achieve two important objectives: (1) pay our people at or above the market, and (2) offer our clients pricing at or below the market. Again, because our employees are the company's life -blood, we work hard to be sure they feel well -compensated. The benefit to our clients is support from highly motivated, highly competent professionals. Employee Benefits - We generally offer our clients three categories of employees: (1) Type 1 — those who desire no benefits and handle their own withholding taxes, (2) Types 2 or 3 — those who desire no or limited benefits, but for whom Sierra withholds their taxes for them, and (3) Type 4 — those who desire both benefits and tax withholding. In all three, the final cost to the client is the same, with the employee accepting a corresponding lesser direct hourly pay rate, but with comparably increased benefits. Medical and dental insurance is available for purchase by temporary employees at Sierra's cost under our group plans with California Choice Benefit Administrators, Inc. (Cal Choice) for medical and American Association for Quality Health Care (AAQHC) for the dental coverage. Cal Choice is a unique program offering employees a wide choice of HMOfPPO providers and benefit levels. The dental insurance allows employees to use any dentist of their choice. SIERRA 3-14 SC20-011 CYBERNETICS Santa Ana IT Professional Services In addition to the medical and dental insurance discussed above, the following benefits are also available to be purchased by employees; • Vision insurance — provided by SISP, America's largest vision care provider. • Life and AD&D insurance — $50,000. • Short Term Disability insurance — via California State Disability Insurance. • Long Term Disability — covers beyond the first 90 days to certain limits. Because we specialize in temporary software and IT professionals, most of our contract personnel prefer to be considered either Types 1, 2, or 3 employees. However for a Type 4 (benefited) employee, we offer a comprehensive package of benefits, including the following which are 100% company paid. • Vacation — two weeks (10 workdays). • Holiday • 10 days — New Years, Memorial Day, July 4th, Labor Day, Thanksgiving, Christmas, and the four workdays in between Christmas and New Years (or the same holidays observed by the customer, up to 10 days per year). + Cafeteria Plan — administered by Conexis. AIlows employees to avoid taxes on a broad range of medical, childcare, and other expenses through payroll deductions. Job/Person Match Sierra works hard to ensure that we provide you the right people for your job. Understanding your requirements is at the heart of our job/person match process. When possible, our Project Manager and Sierra technical personnel will discuss the issues surrounding the task with your technical personnel to ensure a clear and complete understanding of the requirements, issues and expectations. The key to our being able to provide you appropriately skilled people is that our recruiting and hiring staff have been doing this a long time — not only to find the right people, but also, in many cases, to manage them on 1T projects, both in-house and out -sourced to clients. So our staff knows what it takes — how important it is to match skills to tasks in the right proportion. Or, when an exact match cannot be achieved, then we know how important it is to get the "best athlete available" — the person with the fundamentals to understand the client's need, to Iearn quickly, and to know how to adapt his/her skills to the problem at hand. In the end, the Sierra account management personnel with whom you will be working have managed many and diverse IT projects and understand how quickly and accurately to assess your needs and the right skills that focus on those needs. We are not just recruiters and placement people, we regularly had to live with and meet project requirements and schedules with the very people we hire on our own project developments. SIERRA 3-15 SC20-011 ,�/% CYBERNETICSSanta Ina IT Professional Services Contractor Telephone Response Sierra supports some of our IT clients on a 24 x 7 basis. Therefore, we maintain multiple communication paths to our key people and clients to facilitate rapid response in support of our clients. Our service personnel have cell phone capability, with back-up assignments to ensure that rapid off -hours response is available. Our office and personnel are local to all Orange County sites. Orientation All Sierra employees (permanent as well as temporary) will work administratively for Mr. George Rodriguez. Mr, Rodriguez has been supervising Sierra IT personnel for more than 25 years, We will work closely with your Human Resources Department and departmental supervisors to ensure each new employee understands the job requirements. We will provide specific training for only those personnel that we feel will require that type of training. Each employee given an assignment under this contract will receive an orientation briefing, to include at least: Background clearance requirements - .Location of assignment Name of reporting supervisor or manager Length of assignment Working hours Complete job description Performance expectations Client confidentiality requirements - Rules of Conduct - Appropriate dressing attire Parking information - Lunch schedule. Performance Appraisal Sierra takes pride in the quality and professionalism of our IT employees. As such, we are glad to provide an unconditional guarantee to provide personnel who will perform their duties to the client's satisfaction. Performing Quality Control and Obtaining/Evaluating Feedback - Sierra's management approach provides multi -level mechanisms for early recognition and resolution of potential problems. Fundamental to the process is the recognition of two key factors: + Open and frank communication with customer personnel consistently relative to quality performance. 19SIERRA 3-16 SC20-011 - CYI3EIZNFTIC:S Santa Ana IT Professional Services + EarIy recognition of problems at management levels such that corrective action can be developed in a timely manner. Our management procedures require the following formal reporting mechanisms tailored to support temporary employment services, all designed for early problem recognition. • Regular, short status reports from the Project Manager to the President focused on: * Client satisfaction and/or concerns • Employee satisfaction and/or concerns * Short range and long range project targets + Answering the question "With what do you need help?" • Feedback from Sierra's accounting department to review financial status. These formal procedures are supplemented by regular interaction among the entire management team resulting in daily awareness and action on short-term issues. Furthermore, it has been Sierra's practice for the company President to meet at least twice yearly with the key customer management personnel on each project. This practice will continue for your project, per your concurrence. These recognition mechanisms lead to appropriate resolution measures. Each problem is considered first from the potential customer impact point of view. In this manner, customer interests receive priority. Fundamental to problem resolution at Siena is complete problem understanding so that the right problem is solved the right way. Frequently, this requires short term solutions only, If longer term needs must be addressed, our approach is to determine if the problem also requires either an interim short term solution or a short term solution developed within the context of the longer term need. Sierra's management encourages problem resolution at the lowest functional level consistent with the problem. This encourages employee initiative and usually yields the most responsive and appropriate result. This approach does not preclude higher level management awareness; rather it encourages support to the personnel implementing corrective action. Confidentiality — During our orientation process, we will brief Sierra's employees on the importance of maintaining confidentiality of all information and client records that may become accessible to our employees at the job site. We work with our clients' human resources, legal, contractual, and project management personnel to obtain guidance with regard to your rules, regulations, statutory laws, and internal policies that address confidentiality requirements. We will ensure that periodic notification of your requirements is provided to our employees, staff, and/or agents. Confidentiality issues are well understood by Sierra's management. We have worked under similar provisions for many local, state, and federal government agencies and commercial firms for more than 30 years. Our facility has been cleared to the Top Secret and above levels, by the Department of Defense Security Services and our personnel have performed on classified programs supporting national and international clients. We are required to provide twice -yearly security education seminars for our personnel with security clearances. We make it a practice to include non -cleared personnel in order to affirm our commitment to meeting the confidentiality requirements of each and every one of our clients. 3-17 SC20-011 SIERRA CYBERNETICS Santa Ana IT professional Services Automobile Usage We support current clients on positions rewiring the use of a personal automobile and/or client - supplied vehicles. In so doing, we verify that our employee possesses a valid California driver's license. 3-1 S SC20-011 CY13F.I Santa Ana IT Professional Services 3FRNI;TICS R SECTION 4 — SUPPLEMENTAL QUESTIONS i. Description of the major service offered by the Proposer's firm. See Sections 3.i, 3.iv, 3.v, 3.vi. ii. List of acceptable invoicing frequencies. Pi -weekly iii. The number of years that the Proposer has been in business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note land explain) See Section 3. i. Sierra has provided as -needed IT services for the past 13 years (since ZOOS) within our 39 years of local operation as Sierra Cybernetics, Inc. iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services. See Section 3. V. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting. See first three paragraphs of Section 3.vi (Sierra Strenghts and Project Management Processes). vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability. See Section 8. vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) See two example resumes at the end of this Section 4. viii. List of the types of technology specialties for which the Proposer provides temporary placements for consulting services. (For example, if you only provide consulting services for a specific product or skill -set, please specify.) We provide a wide range of IT specialties, specifically including the seven categories listed in Section 111.0 of your RFP. Also see proposal Sections 3. iv, 3. v. ix. List of any unique qualifications and/or experience that distinguish the Proposer's ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services SIERRA 4-1 SC20-01 I CYBERNETICS Santa Ana IT Professional Services or qualification. Sierra can provide each of the above capabilities (although emergency 24 hour response would generally need to be limited to providing current staff personnel at the time of the incident). See Section 3.vi. X. Description of Proposer's methods used to identify potential candidates. See these sub- sections under Section 3. vi: a. Unique Sierra Strengths b. Recruitment c. JoblPerson Match xi. Description of Proposer"s methods used to screen candidates and to match their qualifications against the requirements of a City job assignment. See these sub -sections under Section 3.vi: a. Unique Sierra Strengths b. Security Requirements c. Recruitment d. Verifying Education, Skills, and Other Qualifications e. Documenting Right -to -Work and Employing New Personnel f JoblPerson Match xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. See these sub- sections under Section 3. vi: a. Verging Education, Skills, and Other Qualifications b. Providing Reference Checks xiii. Description of Proposer's methods used to establish candidates availability with respect to the project schedule of the City assignment. We always speck the assignment duration expectation, both in the initial contact with a candidate and in the final offer letter or consulting agreement. xiv. Description of proposer's process for conducting staff evaluations. See this subsection under Section 3. vi: a. Performance Appraisal xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City. See this sub -section under Section 3. vi: a. Retention — Professional Treatment xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City. See this sub -section under Section 3.vi: a Retention — Professional Treatment SIERRA 4-2 SC20-011 CYBERNETICS Santa Ana IT Professional Services xvii. Description of any programs and benefits provided by the Proposer to its Contract Personnel and Consultants engaged with the City that ensure their retention for the period required by the City. See this subsection under Section 3.vi: a. Retention xviii. Confirmation that there are no penalties to the City, Contract Service Personnel or consultants if the individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g., After six months of placement, Contract Service Personnel may be hired without any penalties, etc.). after six months of placernent, Contract Service Personnel may be hired without any penalties. 14 SIERRA 4-3 SC20-011 CYBERNETICS Santa Ana IT Professional Services NAME WITHHELD — RESUME EXAMPLE 1 GIS DEVELOPER SUMMARY 7 years of combined professional and academic experience in GIS spatial analysis, application development, scripting, cartography, and photogrammetry, along with a Master's degree in GIS Technology. Trained in Agile and Scrum project management techniques, as well as Enterprise for ArcGIS. Recent projects: aerial imagery acquisition, photogrammetry, and automated building footprint extraction for the City of xxxxx, story map development/maintenance for the City of xxxx, GIS business development for federal contracting efforts, image analysis and a large site suitability studies for REALM Engineering, and 21- and 23-map climate model series for the Alisos Canyon and De Luz Canyon AVA applications. I take pride in maintaining currency at the forefront of GIS technologies. EDUCATION M.S. Geographic Information Science & Technology Univ. of Southern California, 2015 B.S. Environmental Science, Technology, & Policy Calif. State Univ., Monterey Boy, 2011 A.S. Science Santa Rosa Junior College, 2003 HIGHLIGHTED ACCOMPLISHMENTS Federal Secret Level Security Clearance • Project manager for story map development and maintenance at the City of xxxx (6 to date) FAA Part 107 Certified Remote Pilot ■ Performed interpolated climate modeling and completed a 21-map and a 23-map series for Federal AVA applications • Solid Choropleth mapping experience; SQL queries, Python/lavascript workflows; data exchange ■ Created 1" spatiotemporal model & comprehensive map of Ft. Ord's Restricted Area vernal pools in MS Thesis (published Aug. 2015), using object -oriented image analysis ■ Poster Presenter, CaIGIS 2015, 21st Annual California GIS Conference ■ Completed 27 E=SR1 Training Certificates (100+ hours continuing education) PROFESSIONAL EXPERIENCE GIS Developer / Technician II, City of xxxx, CA Oct 2017 to Present • Designing geospatial products in a full-time production environment, using ArcMap 10.x & ArcGIS Pro 2,x, ArcGIS Online and ArcGIS Portal ■ Producing high -end maps, graphics, & other cartographic materials SIERRA 4_4 SC20-0 i I CYBERNETICS Santa Ana IT Professional Services CYBERNETICS • Developing custom Python (2.7 & 3.6) scripts for automating complex analytical procedures, such as watershed analyses & address block range generators • RDBMS Database creation, querying, & data analysis using SQL, ArcG1S, & Python • Building Custom ArcGIS online mobile applications, designed/customized with CSS & HTML • Publishing map services to ArcGIS Online for use in web maps & apps ■ Performing photogrammetry & multispectral object -based image analysis • Daily usage of all forms of raster & vector -based GIS data, including Esri Geodatabases, shapefiles, REST APIs, KML/KMZ, JSON/GeoJSON, CSV, Geotiff, SID, Esri GRID, & LIDAR point clouds • Training completed in AGILE/SCRUM & Waterfall project management concepts/procedures • Project lead for the story map development program and aerial imagery acquisition project: — Designing overall appearance & developing desired application functionality using CSS, HTML5, JavaScript — Setting up & running consultation meetings — Outlining expectations, timelines, & deliverables properly • PM for road network development project, arranging development of transportation network, roadway centerlines, & addresses across Salinas • Performing GIS data best management practices in an enterprise environment • Planning & flying routine UAV missions for surveying, photography, & videography ■ Creating custom graphic design products (e.g. banners, infographics, logos, & illustrations) Freelance Geospatial Services, Self-employed June 2015 to Present • Manage GIS business analysis & development efforts pertaining to federal contract vehicles • Design hardcopy cartographic deliverables (i.e. maps) • Conduct Site Suitability Studies to determine optimal locations to match client specifications ■ Georeference/digitize paper & raster maps into vector data Create environmental models using surface interpolation techniques • Geospatial data conversion (e.g. file geodatabase to geo.150N, shapefile to CAD) • Design & digitize customized cartographic symbols via vector graphics applications ■ Build spatial database schema & content using Postgres/PostGIS • Normalize client -provided data tables as necessary to maintain database integrity • Write/compile CSS, HTML, and SQL queries, for interactive map features ■ Design & maintain wordpress websites Environmental Science Lecturer, Heald College Salinas Oct. 2014 to April 2015 Produced maps, graphics, & data presentations for PowerPoint & discussions SIERRA 4-5 SC20-011 CYBERNETICS Santa Ana IT Professional Services Lectured students on basics of environmental science, policy, scientific method, & sustainability Interpreted scientific principles for non -technical audiences Created daily lesson plans, learning objectives, & outcomes, as well as weekly & quarterly curriculum Web Editor, Quality Marine Oct. 2009 to Nov. 2010 • Created maps & graphics for published articles using ArcGIS 10, Adobe Photoshop, &Illustrator • Authored 60 marine biology, husbandry & ecology articles on topics such as: fish/invertebrate husbandry, water quality, emergency procedures, & ecology ■ Built/maintained literature database for hundreds of core species & ecological issues Edited & updated daily web content & RSS news feeds ■ Wrote ad hoc HTML codes as needed Fisheries Biologist 1, Pacific States Marine Fisheries Commission Feb. 2009 to Mar. 2010 • Operated, maintained, repaired, & calibrated Autofish salmon tagging trailer • Performed unsupervised field work while overseeing the tagging of over 7 million Chinook salmon 41 Managed/trained teams of hand taggers while coordinating ops w/ state & federal hatchery personnel Research Aide, Central Coast Watershed Studies (The Watershed institute) Dec. 2006 to Jul. 2007 • Designed &. managed ROV-based videographic habitat study at Carmel Lagoon • Developed field methods & analytical processes for the collection of GPS data • Collected field data using GPS units & water sampling equipment • Collected water samples pursuant to the Carmel River Lagoon Enhancement Project guidelines • Produced data layers, spatial analysis, and maps for use in scientific reports • Created automated model for random sample site selection using ArcGIS Model Builder ■ Designed, built, & managed geodatabase of video & water quality results • Compared data sets using surface interpolation techniques (i.e. geographically weighted regression) Laboratory Technician, Moss Landing Marine Laboratories, MPSL Mar. 2006 to Dec. 2006 • Project manager of the archive cataloging project (over 10,000 samples logged) • Performed water quality & tissues analysis • Uploaded & performed QA/QC on data in geodatabase & RDBMS formats; maintained MSD5 databases SIERRA 4-6 SC20-01 I CYBERNETICSSanta Ana IT Professional Services TRAINING & SOFTWARE SKILLS CIS Software ArcGIS and extensions (up to 10.6), ArcGIS Pro 2.2.4, QGIS 2.14 with GRASS, Mapbox Studio, Map -making &. Cartography, Spatial Analysis, Geostatistics, Automating workflows, Add -in customization CPS Equipment/Software Data acquisition with Trimble high -accuracy units, TerraSync, Pathfinder office Spatial databases Table normalization, Schema construction, Esri Geodatabase, Postgres/PostGIS, MS SQL Server Graphic Design Adobe Photoshop, Adobe InDesign, Adobe Illustrator, MS Powerpoint, MS Publisher, Inkscape Photogrammetry/Image Analysis software Object- and pixel -based analyses, eCognition Developer 9.4, Pix4D, SimActive Computer Languages Python 2.7 & 3.6, CSS, HTMLS, SQL, JavaScript ESRI CERTIFICATES Learning ArcGIS Desktop (ArcGiS 10) Understanding GIS Queries ■ Getting Started w/ the Geodatabase • Archiving Data in a Multiuser Geodatabase Getting Started w/ Geodatabase Topology ■ Working w/ Geodatabase Subtypes & Domains ■ Basics of Raster Data (for ArcGIS 10) • Using Raster Data for Site Selection • Working w/ Coordinate Systems in ArcGIS 10 ■ Exploring Spatial Patterns in Your Data Using ArcGIS • Building Models for GIS Analysis Using ArcGIS 10 • Python for Everyone • Using Python in ArcGIS Desktop 10 ■ Deriving Rasters for Terrain Analysis Using ArcGIS Exploring Spatial Patterns in Your Data Using ArcGIS SIERRA 4-7 SC20-01 I CYBERNETICS Santa Ana IT Professional Services NAME WITHHELD — RESUME EXAMPLE 2 .NET DEVELOPER Mr. xxxx has 20 years of software development experience, in technical development and leadership roles, Concentration In recent years has been in .Net development, including architecting frameworks, systems integration, and directing the work of subordinate personnel and team members. He has worked with users, stakeholders, and multiple business units to develop enterprise architecture frameworks. Recent assignments have included being the GTO of a start-up company with responsibility for technology strategy and initiatives, mentoring development teams, and defining system architectures. He spent one year working for Sierra as a senior developer on Judicial Benchview Software for the Las Angeles Superior Court. t peaciertce J ec&ucd S& > UI Design and wireframes take International 1612016 to Present) > Ms SQL Chief TechnologyOfficer > ➢ L T-SpL -SQL Technologies, utilized., IVET, Nefsuite, Angularp, Bootstrap. RESTful web ;. Database design services, JQuery, Javascript, Angular.JS, CSS, HTML, Photoshop, Fireworks > HTMUHTML6 ■ Manage development team of 10 A CSSICSS3 + Drive all technology initiatives in the company > Bootstrap + Create technology strategy for the company's future > Javascript Architect data connectors for various online eCommerce shops > Angular.js ■ Design and implement node.js applications for working with various e > Node.js patty APIs. > JQuery > JQuery UI Mahony Technology Solutions Inc., Lead developer > AJAX 2009 to Present > A PHP WorordPress > Joomla Client/Proiects Summary: > Drupal > VS.NET Sierra Cybernetics, Los Angeles Superior Court (612015 to 6/2016) > C# Technologies utilized.' .NET, Angular.js, 8oetOrap, RESTful web services, JQuery, > ASP.NET Javascript Angular.JS, CSS, HTML. Photoshop, Fireworks > eCommerce solutions integration + Created Judicial Benchview Software using Angular.js > Web Forms • Completed all front end design and development > OotNetNuke • Assisted with architecture of web services required > y WCF Web Services QooQoo 1412015 to 612015) > Entity Framework Technologies utilized,,NET, MVC 4, WCF, Angularjs, Bootstrap. PESTful web 3- Middle -tier coding Backend Coding services, JQuery, Javascript, Angular.JS, CSS, HTML, Photoshop, Fireworkl % MVC 3.0 • Fix bugs utilizing .NET as assigned. > Project management + Create new features utilizing .NET as requested > Agile methodology ■ Build marketing sites in plain HTML for doctors > XMUXSLT ■ Gather requirements for new sites and new features > COM Objects Classic ASP Nationstar (1012014 to 312016) ➢ ColdFusion Technologies utilized:. NET, MVC 4, WCF, Angular.js, Bootstrap, RI:STful web ;� Adobe Photoshop services, JQuery, Javascript, CSS, HTML, Photoshop, Fireworks A Adobe Illustrator + Fix bugs utilizing .NET as assigned. > Adobe Fireworks Create new features utilizing _NET as requested > Crystal Reports Created new special customer area entirely using Angular.js > SFQ • Created wireframes to represent specifications and how a new feature or > SVN a change was going to look when competed > Cross -browser compatibility testing + Trained Junior Developer on debugging and proper coding practices Metagenics (712014 to 1012014) Technologies uNlized: PHP, Drupal, MySQL, HTML, CSS, Bootstrap, Javascript Santa Monica High School, 1981 to 1983 and JQuery. Santa Monica College. 1983 to 1985 • Redesign supplement website from Perl to Drupal platform Apppev. 1097 Identify all features and determine which are still relevant DevelopMentor, 199E Create project plan for new Drupal based site ■ Identify what will need to be a custom module Y Identify existing modules that will be used on the site atqa. + Port mobile site over to new Drupaj site using responsive design htlo:l/www.xxxx.orc — Contains portfolio and techniques example applications written by xxxxx -g ' p' SC20-0 I I Santa Ana IT professional Services CYBERNETICS CYBERNETICS Pennysaver USA (312014 to 712014) T@chnofngies utilized: C*, _NPT, V8_NET, ClaSsiC ASP, Webservices. SQL Server 2008R2, HTML, CSS, Bootstrap, Javascript and JQuery, ■ Meetings with key stakeholders to gather requirements • designed wireframes using Balsamiq • Utilized Jiira to store user stories IT Action (1112013 to 312014) Technolo.cies utilized: C# .NET V9_NPT Classic ASP, Webservices, SQL Server 2008R2, HTML, CSS, Bootstrap, Javascript and JQuery. • Redesign B2B website and revamp front end to modernize UI • Made design decisions for new Ui • Made technology platform decisions for new application and modernized UI • Handled server setup for deploying applications for new customers • Wrote webseNices code in C#to return and consume data ■ Utilized responsive design techniques on all pages. ■ Wrote enhancements to .NET application that utilized VS.NET + bid maintenance coding on a Ciasslc ASP web application • Wrote stored procedures, designed tables and designed views in SQL Server 2008R2 + Utilize Bootstrap, JQuery UI, JQuery, and various front end tools to design a clean and modern interface • Utilized ASP.NET security framework to control user access to sites. Hoopers Hookup (6/2013 to Present) Technologles utilized: PHP, WordPress, eCommerce, MySQL, HTML, CSS, Javascript and JQuery. Took graphic comps and turned them into functioning web pages, • Wrote WordPress widgets to display content In a flexible manner. • Fully customized WordPress theme to meet client requirements * Managed MySQL database ■ Managed eComrrlerce Interface ■ Utilized responsive design techniques on all pages_ Wrote custom WordPress plugins Verys (912013 to 1112013) Tochnoli of ?s utilized; C#, ,NET, DotNetNuke, MVC 3.0, SQL Server 2008P2, PHP, WordPress, MySQL, webservices, HTML, CSS, Javascript and JQuery. ■ Took graphic comps and turned them into functioning web pages. + Wrote WordPress widgets to display content in a flexible manner. • Utilized responsive design techniques on all pages. • Wrote enhancements to .NET application that utilized C# and DalNetNuke • Wrote stored procedures in SQL Server 2008132 SM Sold (812013 to 912013) T_echnoloagfes utilized. PHP, MySQL, HTML, CSS, Responsive Design, Javascript and JQuery. • Turned existing website into a responsive design that enabled viewing on any size device. + Modified CSS to work as size of window area changed. + Modified JQuery and Javascript to handle issues that cannot be handled via CSS. • Tested all changes done for responsiveness. Pharmsys (1212012 to 102013) Technologies utffize& C##, _NET, MVC 3.0, SQL Server 2006R2, HTML, CSS. Javascript and JQuery. • Developed pharmaceutical representative compliance website ■ Utilized MVC 3.0 And Razor to create application flow • Wrote code In C# • Utilized HTML and CSS to make front-end look presentable • Did all validation using Javascript and JQuery • Integrated Telerik controls into the site. • Wrote scripts to modify SQL 2008R2 database structure SIERRA 4-9 SC20-011 CYBERNETICS Santa Ana IT Professional Services Wrote stored procedures and triggers. Previsionary (1212011 to 11l2012) Technologies utilized: Javascript, JQuery, JQuery Ul, CSS, HTML, JSON, AJAX, Photoshop, Excel, Fireworks ■ Application utilized custom server -side Javascript engine to run the entire appftcaetion $imilary to nede.js • Write custom screens using JSON to generate the HTML • Utilize JQuery UI to make front-end fully customizeable by the user + Write Javascript functions to enable functionality for the application. • Write administrative screens used to manage the application YMCA of Orange County (912011 to 1112012) Techoolosries utilized: Crystal Reports 11, SQL Server 2005, C#, HTML, Javascript, CSS • Wrote custom reports using Crystal Reports 11 • Wrote web -based user Interface for custom reports using C#. HTML and Javascript ■ Wrote stored procedures and triggers inside of SOL2005 MSC Software (112012 to 312012) Technologies utilized: PHP, MySQL, HTML, CSS, DHTML, Javascript, JQuery • Wrote custom software licensing application using PHP and MySQL. + Wrote a drag and drop tree interface for managing software licenses Sick Media (112012 — 212012) Technologies utilized: PHP, WordPress, MySQL, HTML, CSS, DHTML, Photoshop, Fireworks, Javascript; JQuery + Designed completely custom WordPress site • Created custom graphical user interface for WordPress site • Wrote custom plugins Sheppard, Mullin. Richter & Hampton (512011 to 112012; 312012 to 0/2012, 712013 to 912013) Technologies utilized: C#, V8.NET, HTML, CSS, JQuery, JQuery Ul, Bootstrap, AJAX, JSON, Web Services (SOAP). Pholoshop, Fireworks ■ Rewrote custom client Intake form + Utilized C#, VB NET, web services, AJAX, JQuery, HTML, JSON, C55 • Wrote stored procedures in SQL Server 2008R2 Styled all segments of the process Click Consulting (112010 to 1212011) Techn_olo_g_IeS_utllized: C#, Cold Fusion, Crystal Reports, Excel, HTML, Javascript, CSS, AJAX, JQuery, PHP, Zen Cart, Magento, Drupal, Fireworks Assisted with various client projects as a sub -contractor ■ Utilized C# to write web applications + Utilized Cold Fusion for a major financial company project • Utilized HTML, Javascript, CSS and AJAX on a regular basis • Wrote a site in Drupal and Magenta (integration) Utilized GitHub for code storage Created custom Wordli themesltemplates Coldwell Banker Excellence (312011 to 1112011) Technologies utilized: WordPress, HTML, Javascript, CSS, JQuery, XML, PHP, MySQL, Photoshop, Fireworks • Wrote from scratch a real estate agent's website Utilized WordPress as the CMS • Utilized HTML, Javascript, CSS and JQuery • Worked with MLS to display real estate listings Restaurants on the Run (1012009 to 121209) Note: They invited me back after an economic downtum layoff as a consultant to work an a custom CM5 system due to my vast knowledge of their rrtdustry and their operating procedures. Technologies utiliz®d. C#, SQL Server 2008R2, HTML, Javascript, JQuery, CSS, web services, Photoshop, Fireworks • Wrote custom CMS solution for their website SC20-01 SIERRA I CYBERNETICS -�� Santa Ana IT Professional Services CYBERNETICS Utilized HTML, Javascript, JQuery and CGS on the front-end • Utilized web services to store and retrieve data into SQL Server 2009R2 Restaurants on the Run, Director of Technology Solutions/Lead Developer (8/2001 to 1012009) > Lead project teams in completion of assigned projects and tasks Y Conduct code reviews v Designed and implemented complete restaurant delivery service software Executed front-end development, middle -tier development and back -end development r Architected all changes to any software system in the company k Executed User Interface design r Manage and maintain all servers (hardware and software) Project management of entire SI)LC > Interfaced directly with end users O'Melveney & Myers LLP, Senior Programmer Analyst (7/2O01 to 1012001) Lead project teams in completion of assigned projects and tasks > Conduct code reviews A Responsible for daily maintenance of corporate website presence r Designed ASP scripts, Visual Easic COM objects and SQL stored procedures r Interfaced directly with end users Mahony Technology Solutions Inc., Lead Developer (1999 to 2001) • Market business to potential clients X Lead project teams in completion of project work • Write desktop and web -based applications Client Projects Worked On: Leasingdesk,com (112001 to 512001) Irvine Company (11/2000 to 112001) Legacy Partners (912000 to 1012000) Jetu Inc. (612000 to 1012000) Phoenix Group (2/2000 to 9/2000) Herbalife (212000 1c 412000) Transamerica (911999 to 212000) Entertainment Systems Technology (6/1999 to 9/1999) Haight, Brown & Sonesteel, Manager of Litigation Support (1996 to 1999) * Create macros and custom databases for litigation support * Review third party software and recommend purchase ? Interface daily with attorneys, secretaries and paralegals Maintain corporate web presence SIERRA 4-11 SC20-0l 1 CYBERNETICS Santa Ana IT Professional Services SECTION 5 - COST PROPOSAL Sierra's pricing methodology is designed to ensure a BEST VALUf.' offering which considers the budget realities of our government clients Our long history of serving government agencies at the local state, and federal levels has tuned us to the budget realities these agencies continually face. We have organized our company to be responsive to that, as government agencies make up nearly 100% of our business base. We maintain very modest facilities, with emphasis on modern technological tools for our technical staff rather than up -scale offrces for our management personnel. We focus on strong compensation for our technical staff — they form the basis for our management team to have jobs! This results in low overheads supporting high quality ITprofessionals — a genuine VALUE ADDED situationfor our clients. Sierra's Pricing Deflects our Emphasis on Government Clients Sierra°s business focus is on providing IT services for local government agencies. We refuse to be distracted by pursuing commercial staffing work, That business area requires higher investments and higher overheads with resultant higher costs and lower quality service for our government clients. It detracts from what we know best — government support! Sierra has been regularly audited by the Defense Contract Audit Agency for compliance with Federal regulations concerning business operations. Our record is immaculate. Our business processes ensure accurate and accountable billings and payments to our contractors and suppliers. We are trained and knowledgeable in government regulations and very experienced with the labor laws concerning professional contract labor employers. Table 1 rates are for year I and then escalated by 3% per year. Actual rates generally fall below the highest rates shown here. Highest rates allow for special circwnstances or particularly skilled personnel. Pricing for "payrolled" personnel, referred by you, will be discounted, as per Note D in Table 2. 5-1 SC20-011 SIERRA CYBERNETICS Santa Ana IT Professional Services Table 1- Sierra Cybernetics Estimated Rates Title Estimated Estimated Hourly Minimum Hourly Rate Rate Engagement Hours (4ffsite, no (Onsite, travel) travel) Cannot estimate travel w/o further details App and Development Services Systems Analyst $89.38 $89.38 8 Programmer / Developer $110,00 $110.00 8 Web Developer $104.50 $104.50 8 Database Administrator $110.00 $110,00 8 Document Imaging Specialist $65.00 $65.00 8 BI Specialist $95.40 $95.40 8 Mobile App Developer $110_00 $110m 8 Project Management & Business Analysis IT Business Analyst $56.00 $56.00 8 Project Lead $94.50 $94.50 8 Technology Consultant $121.39 $121,39 8 System Eval/Selection Consultnt $88.48 $88.48 8 GIS Services GIS Administrator $54.68 $54.68 8 GIS Analyst $87.50 $87.50 8 GIS Intern $18.43 $18.43 8 Network & Telecommunications Services Infrastructure Architect $100.00 $100.00 8 Network Engineer $84.00 $84.00 8 Network Security Engineer $121.39 $121.39 8 Network Specialist - LAN $49.00 $49.00 8 Wireless Infrastructure Engineer $100.00 $100.00 8 TelecomVOIPAdministrator(Est -none employed) $53.00 $53.00 8 Telecom VOID Sys Engineer (Est-noneemployed) $76.00 $76.00 8 Data Center & Operations 8 Sys Architect and Engineer (Est -none employed) $120.00 $120.00 S Sys Administrator $84.00 $84.00 8 Data Center Engineer $44.00 $44.00 8 cybersecurity Cybersecurity Engineer $125.00 $125.00 8 Cybersecurity Analyst $65.00 $65.00 8 Desktop Support and Helpdesk Tech Support Lead $44.00 $44.00 8 Tech Support Specialist $37.00 $37.00 8 Tech Support Intern $26.00 $26.00 8 "Proprietary Information" SIERRA - SC?0_p l l Santa Ana IT Professional Services CYBERNETICS Table 2 - Sierra Cybernetics Pricing and Markup Information Resource Type W2 Employee Markup % See Note A Below Proposer Found Resource Identified Resource See Note C below See Note D below Corp -to -Carp Markup % (Type I Consultants) See Note B below 20% 9% Est Hours Until Rate Drops to Identified Resource Markup% 1200 Not Applicable Note A — Sierra's basic markup consists of corporate overhead rate + general and administrative rate + profit. That amounts to 24%. Note B — Because Sierra Type 1 (C2C and 1099) consultants require less overhead, we reduce our basic markup on them from 24% to 20%. Note C W-2 employees are provided benefits, which costs are additive to our basic markup. We offer W-2 employees three categories of employment (Types 2,3,4) with varying degrees of benefits, with three different markup percentages. In each case, the billing rate to the client is the same, but the employee can choose a benefit package that best suits their need with a cot -responding difference in their underlying pay rate. I.e., selection of lesser benefits results in a higher hourly pay rate, and conversely, to the employee. We describe this arrangement as being "compensation neutral" so that, at the end of the day, the net value to the employee is targeted to be the same. Type 2 - No benefits. Sierra only withholds payroll taxes and pays the corporate social security, Medicare, and unemployment insurance costs. Total markup on top of pay rate is 38% Type 3 — Limited benefits. Type 2 plus paid leave days plus a stipend toward employee purchase of medical insurance, Total markup on top of pay rate is 41.5%. Type 4 — Full benefits. Fully -benefited employee with full taxes withheld, full insurance coverage, full paid leave, and access to Sierra's Cafeteria 125 Plan. Total markup on top of pay rate is 61 %. Note D — We currently utilize this "payrolling" program with some of our other clients. The approach is the same as described under Note C, with the benefit percentages being the same, but the overhead plus G&A plus profit amount being only 9%, So, Type 2 markup = 24% Type 3 markup = 30.5% Type 4 markup = 50% "Proprietary Information" SIERRA 5-3 SC20-01I CYBERNETICS Santa Ana IT Professional Services SECTION 6 - CERTIFICATIONS Your requested forms follow. SIERRA 6-1 SC20-0 I I CYBERNETICSSanta Ana IT Professional Services (E) CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional oases if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: b�0kje- a� Sjfz 'ar Louct Address: 700 Civic. (ukll-r �-f; vc Lie"t Contract Amount: 210 A `I - Contact Individual: 4 f, tT ,T n L-ycjevak Phone Number: � 57- 611— 76.Sl Facsirnile+ktmber: jCL,o,, J e V& N e D cc-o-J f-45. a Year: I D�9fS=w� Description of supplies, equipment, or services provided: 1 Reference Customer Name: �{ IQ (.O+��r! Itc:Wtu�S� ` 'contact Individual: Address: ; &,5 �. �c DIL"Ve qD } � � Phone Number: 73 765— Contract Amount: Year: Description of supplies, equipment, or services provided: e, 4W5 Pe,�Jo P Ow-,-+L atj ---c —) S -4 f � Reference fj Customer Name: ?g Address:c4�C5 U e�eTT�L ,Sa '? eJ f D, C' A gV713 Contract Amount: - 4, 1 A t Description of supplies equipme t, or f)n- a .T.4 )L Contact Individual: f Lwcce +' Phone Number: 71 �— 2, 7 rd,,I, VKo. I Feesi bay 1kaA&s n,0- e�t/a- Year: f o OD9 — CC0 Sit} e Se'rv) r- E'5 GA S� ) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 (9) CITY OF SANTA ANA ATTACHMENT A REFERENCES --pf j 11�IU7 List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference (' f Customer Name: LM '19)e� Address: � O W , wr.0 I. e �re e, 2,D5 eW CA JuDIZ Contract Amount: �q Op K_f ❑escription of supplies, equipment, or services Reference Customer Name: Address: Contract Amount: Contact Individual: }�{ 'i'. 0,- L Tct Phone Number: 3 C) " 0 R ei I I'et?,�sr�,c 61 �01 cc) r +, d l j csirMux�beF: Year, 17, zo 1 g fe ded: P`c a Description of supplies, equipment, or services provided: Reference Customer Name: Contact Individual: Phone Number: Facsimile Number: Year: Contact Individual: Address: Phone Number: Contract Amount: Description of supplies, equipment, or services provided -- Facsimile Number. Year: THIS FORM MIDST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 Orange County Superior Court fit early 2007, Sierra wort a compedlive tontraet to evaluate the software quality assurance practices of the Orange County Superior Court. Prior to that flute, all software testing aclivides within the Courts IT organizallon iuere coaducted by the software developers. The Court requested Sierra to recommend a formal software QA methodology to be perforated by mt ittdepettdettt grottp wltlrfit lire IT Departnteirt. As a resttlt of that study and recotnniendation, Sierra was awarded the follow-on work to provide QA staff personnel, which has led to additional temporary IT personnel .Staffing contrarts, to support all branches of the IT Department, including the followltrg. Software Quality Assurance — Sierra provided a senior analyst since the original contract award plus temporary staff augmentation as needs and budget have required_ Our staff participated throughout the entire Software Development Life Cycle (SDLC), with primary responsibilities in the areas of testing, quality oversight, requirements evaluation for testability, test case development and execution, and test results reporting. Larger specific assignments included the District Attorney's Interface enabling the DA to electronically file complaint information and the Interactive Voice Response system to enable customers to conduct fundamental court business over the phone for activities such as basic fee payment, traffic school requests, and case extension requests. SQL Server Database Administration — Sierra provided a SQL Server DBA, with Oracle skills also, to assist the Court in identifying and installing patches and upgrades to the SQL Server database and to support transitions between Oracle and SQL Server. Other tasks involved creating and implementing appropriate security policies, database tuning, development of backup and restore policies, creation of test environments, ensuring high availability of databases, utilizing ETL or web services or DE links for connection, integration, and merging of various databases, establishing automatic monitoring and notification of database status, providing diagnostics and debugging guidance for software development teams, documenting database architecture, usage, and licensing, charting plans for future growth, and mentoring other members of the DB staff. PowerBuilder Case Management System Upgrades — Sierra has provided PowerBuilder developers to enhance and maintain the Court's Vision court case application, handling traffic and felony cases. Functionality covers Courtroom, Calendar, Person, Records, Exhibits, Fiscal, Warrants, Bail, and Reporting. The effort requires working with Court users to determine data needs and to formulate and refine enhancement requests, then to implement, test, and document modifications to application windows, reports, and backend processes, creating and modifying Oracle database triggers. Additional work efforts have included user training and coaching of less experienced developers in SQL or PLISQL programming. Technologies utilized have included Sybase PowerBuilder 11.5, Microsoft Visual Source Safe, Oracle lOg and I lg, TOAD, Microsoft Office 2007 (Word, Excel, Outlook, OneNote), Oracle's SQL Developer, SQL Anywhere, PowerDesigner, SQL Server database, Visual Studio, .NET framework, ASP.NET, ADO -NET, SharePoint Server and SharePoint Developer. SharePoint Migration — Sierra converted a ColdFusion application (Judicial Roster) to reside in SharePoint and connect to a SQL Database, Previously there was no user interface and the IT Department was entering data into the SQL database tables manually. We created various Web Parts that included lists and data entry forms for data entry. The development environment was Visual Studio 3.5 Framework ASP.Net using Visual Basic and WSPBuilder to create the Web Parts and deploy to SharePoint 2007 within a Feature. Web Changes - conversion from ColdFusion. We used out -of -the -box Web Parts and SharePoint Designer to create workflow_ We converted data from SQL Server 2000 database tables into SharePoint Lists and Content Types using BIDS (Business Intelligence Development Studio) and SSIS (SQL Integration Services) to Extract Transfer and Load data. Products used are Microsoft Visual Studio 3.5 Framework, ASP.Net, Visual Basie/C#/JavaScript, SQL Reporting Services, SQL Integration Services (5SIS), SmartPart, and 1(2. Agreement SC 1716, Temporary Personnel Services — Information Technology Classifications Period of Performance: 9 October 2009 — Present, No Variance Original Value = No value assigned. Billing to Date = $1.9M+ No Variance, Added Taskings Personnel Assigned: Sr SW Developer Database Administrator Software QA Tester -4 SC20-011 CYBERNETICS SIERRA Santa Ana IT Professional Services CYBE South Coast Air Quality Management District Sierra has performed ore frfleeto separate contractsfor the AQMD. Systems dev ftme►rl and 1T stafgsir personnel have supported the following tasks at the AQMD facility: Time Card System Sierra provided two .Net software developers who redid the Time Card system that the AQMD was using. The Time Card system was developed as a web based system available for AQMD users within the corporate network. The application was designed to: • Store information about employees' biweekly pay period timesheets. • Allow managers to take action on the timesheets submitted by the employees. + Allow a select group of users to perform administrative functionalities. The application was integrated with the current environment at AQMD, to include PeopleSoft and the document management system. The system was developed using a .NET MVC3 technology and was designed to use the existing database with no data model changes. It is as an intranet application with user authentication using Active Directory. Web Applications Our recent work has been mostly on projects that include web developments that can be used for generic applications on other projects. These web applications will be entered into the AQMD library for use by other projects that may need that particular application. Standardizing Web Products Most recently, Sierra has been working on interfacing with Systems and Programming Supervisors, Systems Analysts and Contractors as they construct, modify and repair web applications to produce wireframes, screen mockups and user flows. We have been preparing the new look and feel for web applications in order that the standards across all products have a uniform and consistent look and feel across all CLASS applications. We have been working to develop UI (including HTML prototypes) with desktops, laptops, tablets and mobile devices with different browsers_ CIS Maps - This web application shows the air quality index (AQI) within four different counties in Southern California. This web project was implemented using mapdotnet and Virtual ]earth APIs using C4 for back end coding and SQL Server and INGRES as the databases. Virtual Earth API was used to render the map and the shape files data was rendered on top of this map with the help ofmapdotnet API. Web Display of Air Quality Data — This web application made air quality monitored data accessible to public facilities like schools and colleges via www.agmd.gov, These facilities lookup data and the AQI for their respective regions before organizing events. This web application replaced a static website which displayed information with no dynamic functional ities. Sierra was involved extensively in the Data Access, Business Logic, and Air Details modules. Web Maintenance Support — Sierra worked on maintaining the AQMD website for over two years, doing most of the static content, email alerts, calendar scheduling. Sierra helped redesign the AQMD's current external website using SharePoint Team Services. Sierra was responsible for daily maintenance of external and internal AQMD websites including publishing daily updates to content and web applications Web Application Security Protocols - This project deals with building &. integrating security protocols to all the existing applications and upcoming applications at the AQMD. It has a reporting tool that lists the set of users based on the User permissions, The project uses ASP.net Role Based security, Visual Studio 2010, and Ingres. SCAQMD Contract Number 97084/970841/970842/001481746/07229/072281/072282/9130/12151/15446 Period of Performance; 28 March 1997 — Present, No Variance Original Value = $150,000 Billing to date = $4.5M+, No Variance, Added Taskings Personnel Assigned: Sr. Systems Analysts Technical Specialists System Architect Systems Analysts SharePoint Developer Programmers Web Content Designers System Designer Database Administrator Sr. SW Developers Project Manager Technical Writer SIERRA 6-5 SC20-011 CYBERNETICS Santa Ana IT professional Services Port of Los Angeles (POLA) Sierra was one of three companies to win a competitive bid in 2009 to provide On -Call In%r►nation Technology Services to POLA's Information Technology Division. One year later, Sierra's contract funding was increased by 67% and, according to the funding request approved by the Harbor Board of Directors, the funding increase ivas necessary because Sierra has been the most responsive of the three contractors In responding to and fulfrlli►rg contract Task Orders Tasks supported have included the following: Help Desk and Computer Operator Support— Sierra has provided I' level computer desktop support to general users throughout POLA. Personnel answer calls at the IT Help Desk, diagnose and repair user problems, and configure, deploy, and install PCs, printers, plotters, scanners, and related hardware and software. Sierra's Computer Operator provided POLA support managing customer service requests and escalating them to higher levels when appropriate. She provided basic troubleshooting for Microsoft Exchange, Office and Windows servers. She resolved username and password problems. She verified proper hardware and software set up and provided work notes in systems to ensure continuity for service desk support. Financial Systems Support — Sierra provides IBM COBOL software support to maintain and document a number of legacy financial applications from Infor Global Systems, including report development using Information Expert (IE). Capital Improvement Program (C1P) Applications Migration — CIP is a client -server application written in PowerBuilder previously using Sybase on a Solaris server, but now utilizing MS SQL Enterprise 2005. Sierra migrated the database and the PowerBuilder code from Version 8 to Version 11, including about 200 windows and menus. IT Administrative Support— Sierra augments the IT Division's administrative staff with responsibilities focused on coordinating ITD administrative functions with those across all POLA Divisions. In addition to clerical tasks, efforts include contacting vendors to obtain equipment quotes and delivery schedules for hardware and software and coordinating equipment deployment with the IT staff. NIS Access Database Support— Sierra supported POLA's Engineering Division and Construction Division to provide technical web application development, documentation, and training, particularly for the Project Information Control System (PICS). Applications required proficiency in MS Access, SQL, Visual Basic, MS Project, and Xcelsius. (Carlos Gonzalez) HEAT Upgrade — HEAT is a commercial help desk issue management software suite. Sierra led the upgrade from HEAT V8.4.5 to HEAT 9.0, including the following modules: Call Logging, Manager's Console, Answer Wizard, Automatic Ticket Generator, and Web User Interface. Work also included migrating the Access database to SQL and training users and administrators in the upgrades. Budget System Upgrade -- Sierra led the upgrade from the Infor Global Systems Performance Management Business Process Applications (SPA) V7.4.2 to 10.1.3. The migration was to a 3-tier configuration using Windows Server 2008, SQL Server 2009, and an Applications Server, all operating in a VM environment. SPA Financial Deporting was part of the upgrade configuration, using Crystal Reports to create each downloaded view_ Budget books were upgraded from purely a manual process to electronic in PD . The process also streamlined the export of financial data from BPA to the mainframe financial system for annual reporting, Budget Systems Forecasting — With the help of a subcontracting firm, Sierra led the forecasting task order to build and implement the forecasting requirements for POLA by augmenting the existing Business Process Applications (BPA) database. It included a CFO assessment, a database development, data entry templates, formulas for the revenue forecasting model, reports, Excel services, testing, knowledge transfer and development support. Applications Maintenance — Sierra provided a back -fill Programmer Analyst to support POLA's need for a multi- talented software developer to maintain a variety of applications using MS Visual Studio C# .Net, SQL Server 2005 and above, PowerBuilder 2005 and above, COBOL, CICS, and the Ideal database under the IBM Mainframe VSE platform. SIERRA CYBERNETICS -6 SC20-011 Santa Ana IT Professional Services CYBERNETICS SharePoiut Doeument Management Transcribers — Sierra provided two document scanning transcribers to scan paper documents into a PSIGEN-based document management system and tag the document with metadata for usage within an enterprise -wide SharePoint system. Documents included Board reports and orders, resolutions, agreements and general office files. Website Support — With the help of a website design subcontractor, Sierra led in developing, maintaining and supporting the Port's websites including >w%vw.ptrrtoflosangeles.org. In addition to static content, the websites include features such as flash banner ads, video/motion loops, interactive web modules, newsletter templates, email alerts, calendar scheduler, etc. Our team provided complete web site production including art direction, overall look and feel design, brand -focused graphics package, design and production work, art work development, photo retouch, layout/typogmphy, flash animation, programming, database design and implementation. Our team performed video and motion graphic production including concept and storyboard development, 3D modeling and animation, compositing, video compression, and sound design. We developed and maintained interfaces to websites, managed projects, managed website assets, and managed source code including change control, versioning, and backups. Oracle e-Business — Sierra provided Oracle e-Business support by working side -by -side with Accounting and Purchasing operational staff using the Oracle E-Business Suite. In addition we utilized, configured and created Oracle EBS and OBIEE reports. OBIEE Version 1 1.I.1.5 was used as much as possible. We were also instrumental in transferring our skills and knowledge of Oracle to the POLA staff. In particular we assisted POLA in the following functional areas: • Accounts Payable • Purchase Orders • Projects and Grants • General Ledger -- Experience utilizing, configuring and creating Oracle E.BS processes and workflows. We used Release 12.1.3 as much as possible in performing this assistance. CAD Support -- Sierra utilized subcontractor support to provide maintenance for the Computer Aided Dispatch/Records Management System (CAD/RMS) which is used by the Port police. We provided day to day support for the software, In addition, we provided tape backup and support to the tape backup system. We also provided maintenance support for the server that was running the software for this system. POLA Agreement Number 09-2791/12-3086 Period of Performance: 8 October 2009 — present, No Variance Original Value = $750,000 Final (to date) Value — $2.1 M+ No Variance, Added Taskings Personnel Assigned: Sr Systems Analyst Database Administrator Sr Programmer Help Desk Support Web Designer & Application Developer Project Manager Computer Operator SIERRA 6-7 SC20-011 CYBERNETICS Santa Ana IT Professional Services Laos Angeles Superior Court Sierra has provided nearly 20 IT specialists as IT staff onen,ewation at the Court since early 2014, focused on deploying upgraded software infrasrruciure to all Court deparintents. Positions staffed are described below. Project Manager — Sierra provided a Project Manager to oversee the design, development, and implementation of Microsoft Dynamics CRM solutions throughout the Los Angeles Superior Court. Managing a cross -functional team of internal and external resources, the Project Manager built executive presentations, led stakeholder meetings, and was responsible for the overall success of the project. An initial deployment was the integration of the Orange County Court's Case Name Search code into the LA Superior Court's Dynamics instance. .NET portal development was managed to build a universal sign -on platform. The Project Manager worked with executive leaders in HR, the Judicial Support Bureau, the Family Law and Mental Health Courts, and Court Technology Services throughout all phases of the project Iifecycle. Using PMBOK and Agile methodologies, the Project Manager created a project charter, risk and issue documentation, project plan, and project status communications. The PM also managed end - user acceptance and expectations through regular dialogue and updates. Future initiatives will expand the deployed Dynamics solution to other Court departments and processes such as the Traffic Citation Payment system and Self - Help Services. Business Analyst — Sierra provided two Business Analysts to support the Microsoft Dynamics CRM rollout in the Los Angeles Superior Court. The BA was responsible for the gathering of business unit workflows and business requirements. Working with subject matter experts in each department, the SA validated that the technical and functional solution meets the need of the business unit. Additional responsibilities included the identification of potential workflow enhancements. Future phases of the project will expand the functional analysis provided to additional departments and services within the Court. Recruiting Specialists — Administer recruitment processing, examinations, and recommendations for a Computer Support and Systems Analyst, Computer Support Supervisor, and Computer Support Technician II. Web Applications and Services developer — Design, develop, deploy new software applications for the Court's judicial officer user community to easily access court case data, documents, and other electronic work products from the bench, their chambers, and remotely. 'These "workbench" tools support Probate, Family Law Domestic Support, and Juvenile Delinquency and Dependency and use Visual Studio 2012+ and Visual Studio Online, featuring AngularJS, ASP .Net MVC, SOA, C#, Oracle, Sq] Server. Project Assistant — Support Project Managers with coordination duties for systems integration work streams as part of Case Management Systems. Software Developer/Technical Writer — Document existing Jury Management Information System and interfaces into I $ subsystems. Develop Detail Design Document. Develop corresponding enhanced software. Database Administrator — Install, configure, implement Oracle I Ig/R2/12C RAC in a Linux environment. Manage datawarehouse tools. Ensure database security. .Net Developer — Build web portal to interface with Case Management System, using Azure IAM. LASC Contract Number: 2011-025 Period of Performance: I December 2012 -- Present Original Value: Not Defined Current (to date) Value = $900K+ Personnel Assigned; Project Manager Business Analyst Recruiting Specialist Project Assistant Web Developer Software Developer DBA Net Developer SIERRA 6_8 SC20-011 CYBERNETICS Santa Ana IT Professional Services (9) CITY OF SA►NTA A►NA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement helshe will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Signed and Printed Name: Title e 5 - Date / 1 !Up v u� Itet, -� Q CV" S / � 71a_,i c THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 (9) CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal_ Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California, County of Subscribed nd sworn to (or affirmed) before me an this, 4 Try day of.:�Jv'��r 20, by !(Jn Iq&( Nu 2, proved to me on the basis of satisfactory evidence to be the person who appeared before me. �QNP- ()L,46,jurerv�- Notary Public Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of 35 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or ,validity of that document. State of California County of Oranqe Subscribed and sworn to (or affirmed) before me on this + day of TQ , 20 , by � ('t !t I1 2. proved to me on the basis of satisfactory evidence to be the person who appeared before me. �u.rr���ifU ii•�� Mugs � �i ■r sM�}�a SE ZA14T�qN Oirj"�A M. r2314iBNOTMYPUQ' -CAI�FOf M OF"GP COUNTY 1,1v LbnrrW�fon F,,w4t iC29R027 Tiva�u*•►��N��u�I��i��rrr�rgf�*�� Seal Si g nature C. (9) CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that- (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that a such sucbreciier� ,plc• ,ts s all certify and disclose accordingly_ Signed: xPL Title: e Firm: r`t i" �qn'ft$ C , Date: 1( ae 1) zo THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 33 of 35 (9) CITY OF SAINTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 information Technology As -Needed Professional Services Page 34 of 35 (9) CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating t 's Section is ssubjest o all the penalties imposed for a violation of the Chapter. Signed: 44_c.Z 4. Title: fCe$ r c Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 information Technology As -Needed Professional Services Page 35 of 35 SECTION 7 - REFERENCES Please refer to Attachment A in Section 6, wherein we have listed four references and supplemented that list with swnmaries of the work performed for public agency customers requiring services similar in scope and size to those specified in your SOW, We have specifically not included the City of Santa Ana because you know our record with the City and we want to demonstrate our breadth and depth for similar local public agencies. SIERRA 7-1 SC20-011 CYBERNETICS Santa Ana IT Professional Services SECTION S - EVIDENCE OF FINANCIAL CAPABILITY Sierra's financial position is exceptionally strong for a small business. We are managed very conservatively and our financial statements show that we possess the financial resources to provide your required services for NFell in excess of your required 90 days. S.i Sierra Cybernetics Financial Responsibility (Capacity) We have available our financial information as unaudited, internally prepared financial statements covering our three most recent fiscal years, Sierra is a privately -held company and we generally do not make our financial information public. We mark the financial information as "company sensitive" and ask that this information be utilized only within the client for evaluation of our capability to perform under the requested effort. Neither Sierra nor its sole owner, Mr. LaPlante, has ever filed for or has been involuntarily put into bankruptcy, or has been declared bankrupt. Our financial status is strong with very little outside debt and an ample line of credit from Wells Fargo Bank in the amount of $100,000. We know of no financial conditions that may impede our ability to complete the project, Our federal government contracts are regularly audited by the Defense Contract Audit Agency (DCAA), always with positive results. You may contact the DCAA's Ms. Sandra Leavitt, 714-630-8125. We have utilized a single accounting specialist for tax and financial statement preparation since our inception in 1981. You may contact him at Wertz and Company, attn: Mr, Leo Connolly, 949-755-5000, $.ii Sierra Cybernetics Litigation Status Sierra has never been, is not currently, nor intends to be involved in any litigation. We are a conservative, carefully managed company. SIERRA 8-1 SC20-011 CYBERNETICS Santa Ana IT Professional Services SECTION 9 — INSURANCE Sierra currently has in place, and will retain, all the insurance coverage required by the C'ity's Standard Agreement. This includes Cyber, Privacy and Media, Professional Indemniiy Errors and Omissions coverage by Llyod s of London. 9-1 SC20-011 SIERRA CYBERNETIC Santa Ana IT Professional Services EXHIBIT B REQUEST FOR PROPOSAL NO.20-124 REQUEST FOR PROPOSALS (RFP) NO. 20-124 FOR Information Technology As -Needed Professional Services CITY OF SANTA ANA Information Technology Department Jack Ciulla Chief Information Officer Phone: (714) 647-5381 Email: jciullat�santa-ana.org KEY RFP DATES: The schedule below is tentative and subject to change at the discretion of City, with appropriate notice to prospective Proposers. Issue Date: Deadline for Questions about RFP proposal Due Date: Review of Proposals: Projected Award Date: October 26, 2020 November 9, 2020 November 24, 2020, by 4:00 PM on or about November 24 — 30, 2020 on or about December 2020 (9) CITY OF SANTA ANA RFP NO. 20-124 FOR Information Technology As -Needed Professional Services TABLE OF CONTENTS PAGE I. BACKGROUND 3 II. PROJECT PURPOSE 5 III. SCOPE OF SERVICES 5 IV. TERM OF AGREEMENT 8 V. RFP SCHEDULE OF EVENTS 9 VI. RESPONSE TO RFP 10 VII. SELECTION PROCEDURES & CRITERIA 15 Vill. WITHDRAWALS 16 IX. PROTESTS 16 X. GENERAL TERMS AND CONDITIONS 16 XI. AWARD OF AGREEMENT 21 XII. IMPLEMENTATION 21 EXHIBIT A — SAMPLE AGREEMENT 22 ATTACHMENT A — REFERENCES 30 ATTACHMENT B — PROPOSER'S STATEMENT 31 ATTACHMENT C — NON -COLLUSION AFFIDAVIT 32 ATTACHMENT D — NON -LOBBYING CERTIFICATION 33 ATTACHMENT E — NON-DISCRIMINATION CERTIFICATION 34 RFP No. 20-124 Information Technology As -Needed Professional Services Page 2 of 35 (9) CITY OF SANTA ANA BACKGROUND A. The City of Santa Ana (the "City"), incorporated in 1886, is located in Orange County, California, which is considered to be one of the top growth areas in the state, as well as in the country. The City currently occupies a land area of 27.2 square miles and serves a population of approximately 338,000. The City of Santa Ana is a full service City of approximately 1050 full-time and 510 part-time employees with twelve (12) agencies (departments). The City Council is composed of an elected Mayor and six (6) Council Members. B. INFORMATION TECHNOLOGY DEPARTMENT The City's Information Technology Department (ITD) is comprised of a group of 24 employees that includes the Infrastructure and Applications divisions, as well as the Administration and Technology Support units. The team is augmented through various professional services agreements which provide staffing and managed services. The departmented is headed by the Chief Technology Innovations Officer, who serves as it director and reports directly to the City Manager. The combined team of employees and contractors serve as a centralized IT organization to support the technology needs of the entire organization. (The Police Department has a small group of direct employees who provide desktop support and specialized application support for that department). The City is currently contracted with several vendors, under the staff augmentation service model. These contracts are set to expire on February 6, 2021. Other agreements with vendors for managed services are set to expire are various future dates. The City recognizes that the staff augmentation model is only one model of providing IT services. Different models are also used by the department, when beneficial to the organization. However, This RFP only relates to the agreements related to staff augmentation portion of IT services. C. CITY IT ENVIRONMENT There are more than 23 facilities throughout the City of Santa Ana that are serviced by ITD. These include City Hall, Ross Annex, Parks, Community Centers, 2 Libraries, and Police Headquarters. The ITD is located in City Hall, but supports all locations. The ITD coordinates services with the PD IT organization. 1. Data Centers The City currently has two data centers housing IT infrastructure: City Hall and Police Headquarters. There are approximately 1,500 users, employees and contractors, supported either on -premise or remotely through VPN. 2. Network and Telecom The City's network environment consists of 115 Cisco switches, 20 Aruba Switches, 297 Aruba wireless access points, 5 Aruba WiFi controllers, 7 Cisco routers, 3 Fortinet firewalls, 3 Cisco firewalls, and numerous video cameras. The City also operates a Mitel VOIP phone system with more than 1,100 users. The phone system utilizes 5 PRI circuits for City Hall and remote locations and 54 PRI circuits for PD. RFP No. 20-124 Information Technology As -Needed Professional Services Page 3 of 35 (9) CITY OF SANTA ANA 3. Server Administration The City's server environment consists of 57 physical HP servers and 321 virtual (VMWare) servers, 142 TB of HP 3PAR FC storage, and 816 TB of iSCSI PD VSS storage. The City utilizes Commvault, Barracuda and Veeam to backup all of the City data. 4. ERP Applications The City operates a number of enterprise -wide software systems including the Infor Lawson Financial Management, Neogov High Line Human Resource/Payroll, MHC Document Express, and the Questica Budget systems. 5. Specialized Applications The City also operates numerous specialized applications that are primarily used by one or two departments. These systems include SAPIN Land Management and Permitting, enQuesta Customer Information (utility billing), Business Tax and Licensing, Dog Licensing, Civic Plus CivicRec class and recreation scheduling, DataTicket parking citations, Qmatic queuing and appointment scheduling, Happy Software Housing Pro, iNovah cashiering, Cherwell IT service management and many homegrown custom systems. The City is also in the process of implementing a new Advanced Meter Infrastructure (AMI) system, Meter Data Management (MDM) system, and is in the process of selecting a new land management system. 6. GIS and Asset Management The City's Geographic Information System (GIS) allows for the collection, storage, and management of spatial data. The City supports several GIS-related applications include ERSI ArcGIS, CityWorks Asset Management, and Tyler MyCivic work management and mobile app. 7. Content and Collaboration The City operates several applications that facilitate the management of content, records, and collaboration of information. These systems include the Drupal Internet content management system, the intranet site, Laserfiche enterprise content management, and Granicus meeting management. 8. Technology Support Services The City's environment consists of more than 2,000 personal computers and laptops, more than 500 mobile devices including phones, cellular hotspots, and tablets. The Technology Support Services group provides help desk services, desktop support services, provides management of IT assets, supports smart conference rooms, and provides support for City meetings. The Chart 1, below, depicts the functional organization of the Information Technology Department. RFP No. 20-124 Information Technology As -Needed Professional Services Page 4 of 35 (9) ON • FkfF, Qrck ■ Pesk!14nIt MOP% ■ Farr psxKt'+ Prin[ers • IT AmaT INsllegnn"I mmogr rT Scrder FAafuganw,nT 3yslrm JITSTutj Lhot Ck-Jaup App Tr■In" + Net1++Ptk Qpel'�1am � Cy6crxKLr{L}r Wireless Inh�slruCtur� and Aram Rolnts • Interne[ CoAfleelluity r F trrw■Ir ■nd IPS VPN euxtx Tdrerxn iWTTU Shcrrlrll Imb elha vi ke I,rn{kW Cbrordn5 CITY OF SANTA ANA VaLK rn[cr insnapment Pyslcq) a V h I Wd Servers lr rftTs1uagC eatkup Mlanserft*0 i mall syrst" rdminislral [an OlrMUNN kcwkl4 I kylet! luaw arrQUML ■ inreffket WLd Imranet confirm M1#nr7 M" `+0*m XWJ ' �I#fe'pdnt • Lrtseslwchr sy}tlpm Chart 1 — Information Technology Department (ITD) Information Technology department Functional Organization Chart • l4rrd • £SRJGIS ' Flnmwial Manowniet • inlerWKe A%wt mjrwgmrnl $yo'RI�-` P[M1 M9naRMlkn1 JINION I4Iw,nht • Luatw" Sy7lmif[ W11 ■ �glrR''w ll InkWnl#l.on • G*4nl4ria4es �NlKd5m PNh Line) Syslnnk �(K) . Chti syskpm ' i14nesi 1UPO &W U19lra[ Jlslrlfigenre iLBlj • tkprnearl<itas . Fnµinrering ' Do-wnkemExprm aysSrms syslerm WWI Caihlllrargl . {IaaplagLh• • Pcraaq[srls�yslem► ym— n t sgsit+n U rary iysacnn • EVA Warms • Legal xystr+m • PAAM (. Rear -Won W"erns • MA 5y%tH111 II. PROJECT PURPOSE The City of Santa Ana is seeking a qualified firm(s) that can provide a broad range of Information Technology (IT) support, maintenance and new project consulting for its various departments. Services will be requested for an as -needed duration and charged on an hourly - basis. III. SCOPE OF SERVICES A. GENERAL REQUIREMENTS 1. IT Service Provider(s) management will be expected to work in conjunction with City IT Management in order to provide effective day-to-day management of work activities and tasks of their staff, manage their leave requests, provide replacement staffing (if requested by City) and manage the onboarding/off boarding of their staff. 2. IT Service Provider will be responsible for all payments and benefits for their personnel placed on assignments with the City, including payroll, taxes, other withholding, vacation, other benefits, etc. RFP No. 20-124 Information Technology As -Needed Professional Services Page 5 of 35 (9) CITY OF SANTA ANA 3. IT Service Provider(s) shall provide for on -site support between the hours of 7:30 am to 5:30 pm Monday through Friday or alternative hours as requested or approved by City IT Management. Service provider staff may be required to occasionally be on -call and provide after -hour services. After -hour work may also be required during scheduled maintenance windows and Service Provider staff may be requested to flex their hours. 4. All IT Service Provider personnel must wear a visible identification badge or clothing when at City facilities, identifying staff members as employees of the IT Service Provider. The City maintains the right of refusal for staff deployed to City facilities by the IT Service Provider. 5. IT Service Provider will be responsible for the conduct of any temporary contract service personnel placed with the City. If, at the sole discretion of the City, a temporary contract service person is determined to be unsatisfactory for any reason, the Proposer will withdraw the individual upon notification by the City. The City will not be charged for the period of unsatisfactory service. 6. IT Service Provider personnel will utilize the City's IT Service Management System (ITSM), currently Cherwell, for managing work service and change requests. 7. City will provide reasonable office space and furnishings for IT Service Provider personnel. The City may also provide an office phone if necessary. IT Service Provider will be responsible for any toll calls made by the contractor that are not made on behalf of the City. 8. The City does not provide onsite parking. IT Service Provider or their staff are responsible for any offsite parking expenses that are required. 9. IT Service Provider is responsible providing their personnel with all equipment, software, and office supplies necessary for their staff to perform their duties. This includes computer equipment (PC, laptop, monitor, etc.) and cell phone. The City will provide a base image for computers that meets City -security protocols and will allow network connectivity to IT Service Provider personnel. IT Service Provider will delete all software and reimage the computer when it is no longer used for City of Santa Ana business. 10. City will provide IT Service Provider personnel with reasonable access to City staff as necessary and appropriate to for IT Service Provider to fulfill its obligations. In order to facilitate reasonable access to City staff, IT Service Provider personnel may be issued City email accounts, phone extensions, and badges that provide access within City facilities. 11. IT Service Provider personnel must have a Live Scan background check performed by the Department of Justice prior to being placed at the City. (See section X.F.) 12. The City will pay only straight time (i.e. no increase in effective hourly billing rate) for all hours worked. Overtime will be considered as any time in excess of the City's scheduled work week. The City will pay only for hours in excess of a normal schedule when authorized in advance by the City's Information Technology Director or a designated manager and then only at a straight time rate. 13. The City does not provide compensation for temporary technology contract service personnel or technology consultants for holidays unless they are required to work on a City holiday and their work time has been prior approved by the City's Information Technology Director or a designated manager and then only at a straight time rate. The following are City Holidays: RFP No. 20-124 Information Technology As -Needed Professional Services Page 6 of 35 (9) CITY OF SANTA ANA • New Year's Day • Martin Luther King Jr. Day • Presidents' Day • Memorial Day • Independence Day • Labor Day • Thanksgiving Day (2 days) • Week between Christmas and New Years (dates vary) B. SERVICES BEING SOUGHT The City seeks IT Service Provider(s) to provide personnel with specific technology skills to perform assignments of varying lengths. Multiple pre -approved IT Service Providers may be contacted to propose resources and a quote for a requested assignment/project. In response to requests from the Information Technology Department, the IT Service Provider(s) shall: 1. Research their roster of personnel and/or recruit for potential candidates. 2. Screen available candidates in order to match technology skills and work experience with requirements of the City job assignments. 3. Confirm candidate qualifications including technology skills, experience, work habits, interpersonal skills, quality of work performed, reference checks, etc. 4. Confirm candidate availability for the City assignment. 5. Provide the City with resumes of screened qualified candidates (identifying skills, work experience and education) and their hourly bill rates. 6. Upon the City's conditional acceptance of a candidate, conduct required background checks (See section X.F.). 7. After a candidate has been accepted but prior to beginning the engagement, inform the candidate on the standard of conduct required of those working with the City and brief the candidate on pertinent business procedures (e.g. time reporting, requesting time off, personnel benefits, etc.) 8. After an engagement starts, work with City IT Management to determine staff member's duties and responsibilities. Provide monitoring of staff member's performance on a periodic basis to ensure their continuing fit with the City and the City's satisfaction. 9. There is no guarantee as to the number of times a Proposer will be used or the dollar amount that will be expended with them. C. DESCRIPTION OF TECHNOLOGY POSITIONS TO BE PROVIDED The skills and services will be needed in the technology categories of: • Application & Development Services • Project Management & Business Analysis RFP No. 20-124 Information Technology As -Needed Professional Services Page 7 of 35 (9) CITY OF SANTA ANA • GIS Services • Desktop Support & Helpdesk • Network & Telecommunications Services • Data Center & Operations • Cybersecurity Specific abilities required will vary depending on the operations and projects involved. Detailed identification of knowledge, skills, abilities, experience and education will be provided for each assignment with the City. Table 1, below, shows a sample of technology -related positions by category for which the City may seek Proposer(s) to provide contract service personnel. This list is not exhaustive or fixed. As the technology needs of the City change, the technology specialties sought will also change. This list does demonstrate the range and depth of technology fields and positions potentially sought by the City. Contract service personnel and consultants may be expected to perform other related duties not specifically detailed herein or in the City's pre -engagement description of the assignment (at the quoted rate) but that are generally within the scope of the job classification requirements for knowledge skills and abilities specified. Applications & Development Services • Systems Analyst • Programmer/Developer (.NET -C#, VB.NET) • Web Developer (.NET/PHP) • Database Administrator (MS SQL, Oracle) • Document Imaging Application Specialist (Laserfiche) • Business Intelligence Specialist • Mobile App developer (iOS & android OS) Project Management & Business Analysis • IT Business Analyst (with municipal government experience) • Project Lead (for deployment of purchased software application) • Technology Consultant for specialized applications (See Sections I.A.4 & 5 above, e.g., Lawson, HighLine, etc.) • System Evaluation & Selection Consultant GIS Services • GIS Administrator • GIS Analyst • GIS Intern Network & Telecommunications Services • Infrastructure Architect • Network Engineer (Cisco) • Network Security Engineer (Cisco/Fortinet) • Network Specialist — LAN Administrator (Cisco) • Wireless infrastructure Engineer (Aruba) • Telecom VOIP Administrator (Miltel/Shoretel) • Telecom VOIP System Engineer (Miltel/Shoretel) Data Center & Operations • Systems Architect and Engineer • Systems Administrator (MS Windows Server) • Data Center Engineer (HP servers, Win OS, VMware, HP SAN) Cybersecurity • Cybersecurity Engineer • Cybersecurity Analyst Desktop Support and Helpdesk • Tech Support Lead • Tech Support Specialist (Desktop) • Tech Support Intern Table 1 - Potential Technology Specialties by Category (Caution: List is not comprehensive) RFP No. 20-124 Information Technology As -Needed Professional Services Page 8 of 35 (9) IV. V. VI CITY OF SANTA ANA TERM OF AGREEMENT The term of the agreement is four (4) years. The City may, at its discretion, extend the agreement with the same or more limited scope of required services for up to one (1) additional two-year term, contingent upon direction of the City Manager. RFP SCHEDULE OF EVENTS Schedule below is tentative and subject to change at discretion of City, with appropriate notice to prospective Proposers. Issue Date: Monday, October 26, 2020 Deadline for Questions about RFP: Monday, November 9, 2020 Proposal Due Date: Tuesday, November 24, 2020, by 4:00 P.M. Review of Proposals: on or about November 24 — 30, 2020 Projected Award Date: on or about December 2020 RESPONSE TO RFP A. SUBMITTAL INSTRUCTIONS It is the responsibility of the Proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to the proposal due date and time. Proposals, including all required sections and forms, shall be submitted electronically via the City's Bid Management System, PlanetBids. No other form of submittal will be accepted. It is the responsibility of the Proposer to ensure that any proposals submitted has been uploaded to PlanetBids prior to this proposal due date and time. PlanetBids will not accept late bids and no exceptions shall be made. Proposers will receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their proposal was submitted successfully. The City will only receive and consider those proposals that were transmitted successfully. Submit proposal online at: http://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposer shall be solely responsible for informing itself with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer's sole risk and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992-1771. Questions of an operational nature may be directed to the City's assigned Project Manager. Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline. Proposals shall NOT be mailed or sent via telegraphic, electronic or facsimile means. RFP No. 20-124 Information Technology As -Needed Professional Services Page 9 of 35 (9) CITY OF SANTA ANA All notifications, updates and addenda will be posted online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal. B. COMMUNICATION / CONTACT WITH CITY STAFF Unless otherwise authorized herein, Proposers who are considering submitting a proposal in response to this RFP, or who submit a proposal in response to this RFP, are only to communicate with the assigned Project Coordinator(s), and no other City staff about this RFP from the date this RFP is issued until a contract is awarded. The City will provide all official communication concerning this RFP in writing via the City's Bid Management System, PlanetBids. General questions regarding this RFP may be directed to the City's assigned Buyer utilizing the City's PlanetBids system. The City will not be responsible for or bound by any oral communication or any other information or contact that occurs outside the official communication process specified herein, unless confirmed in writing by the designated Project Manager. C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS Questions regarding this RFP shall be submitted via PlanetBids by 4:00 PM on November 9, 2020. Responses to all questions will be posted on PlanetBids no later than the date and time shown at the schedule of key RFP dates above. All prospective Proposers are advised to visit PlanetBids on a regular basis as the responses may be posted earlier than the date above. No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP. D. ADDENDA Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City's PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. E. UNDERSTANDING PROPOSAL It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, or requirement of the RFP that the Proposer does not understand. Responses to inquiries, if they significantly change or clarify the RFP requirements or any aspect of the procurement process, will be forwarded by addenda to all Proposers. The City will not be bound by any oral responses to inquiries. By submitting proposals, Proposers assert that they have fully read the RFP and any addenda issued by the City, the proposed Contract and any other Contract Documents, and affirm that the terms and conditions stated therein are fully understood and are acceptable to the Proposer. Each Proposer RFP No. 20-124 Information Technology As -Needed Professional Services Page 10 of 35 (9) CITY OF SANTA ANA accepts the terms and conditions of the Contract Documents and indicates their ability and willingness to perform the requested services under such terms and conditions. Any exceptions to the terms and conditions set forth in the Contract Document should be clearly noted in each Proposer's proposal. Please direct all questions regarding the procurement process to: City of Santa Ana Finance & Management Services — Purchasing Division Stephanie Martinez, Buyer Email: SMartinez10(@santa-ana.orq Phone: (714) 647-5468 F. PROPOSAL CONTENTS Proposals are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Colored displays, promotional materials, etc., are not necessary or desired. Emphasis should be concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, and on completeness and clarity of content. Dividers and clear organization of content and material are encouraged. 1. Cover Letter Proposals shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity. Cover Letter shall not exceed one page. Cover letter must be addressed to the following: Jack Ciulla, Chief Technology Innovations Officer City of Santa Ana — Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 2. Agreement Statement Proposal shall include a statement outlining your concurrence or concerns with any and all provisions as contained in the Standard Agreement attached as Exhibit A of this RFP or with the General Requirements section (I II.A). 3. Firm and Team Experience Proposal shall include a profile of the firm's experience including the following: A general description of the firm, including size, number of employees, number of staff placed at client organizations, and any past or contemplated changes in ownership. ii. Name and contact information of the supervising Engagement and/or Resource Manager to be assigned to the engagement. iii. Resumes for the Engangement and/or Resource Manager(s) assigned to the engagement. RFP No. 20-124 Information Technology As -Needed Professional Services Page 11 of 35 (9) CITY OF SANTA ANA iv. A description of the firm's experience in providing similar services to those requested in this RFP with emphasys on other public -sector agencies. v. A list of the local office's most significant engagements in the last five (5) years, indicating whether they are public or private sector, and including scope of work, date, positions staffed for client, and name and telephone number of the client contact. 4. Supplemental Questions L Description of the major service offered by the Proposer's firm ii. List of acceptable invoicing frequencies. (i.e., weekly, bi-weekly, semi-monthly, monthly) iii. The number of years that the Proposer has been in the business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note and explain.) iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services v. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) viii. List of the types of technology specialties for which the Proposer provides temporary placements or consulting services. (For example, if you only provide consulting services for a specific product or skill -set, please specify.) ix. List of any unique qualifications and/or experience that distinguish the Proposer's ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services or qualifications. x. Description of Proposer's methods used to identify potential candidates RFP No. 20-124 Information Technology As -Needed Professional Services Page 12 of 35 (9) CITY OF SANTA ANA xi. Description of Proposer's methods used to screen candidates and to match their qualifications against the requirements of a City job assignment xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. xiii. Description of Proposer's methods used to establish candidate availability with respect to the project schedule of the City assignment Av. Description of proposer's process for conducting staff evaluations xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City xvii. Description of any programs and benefits provided by the Proposer to its personnel engaged with the City that ensure their retention for the period required by the City xviii. Confirmation that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g, After six months of placement, IT Service Provider personnel may be hired without any penalties, etc.). 5. Cost Proposal Complete these tables for each of the Technology Specialties listed in Section III.C, Table 1. For example, you may provide a System Analyst or a Network Engineer. Estimated Rates These rates are just estimates based on current engagements that you have. Actual rates will be quoted at the time of order placement per the process described in Exhibit A, Section 5. Add as many rows as necessary. Title Estimated Hourly Rate (Offsite) Estimated Hourly Rate (Onsite) Minimum Engagement Hours Markup Percentages This reflects the markup percentages used by your firm to when staffing Contract Service Personnel with the City. The first row reflects the markup if the Proposer(s) are asked to find a resource. Since this scenario requires additional marketing costs, it is expected the markup will be higher. The second row should reflect the markup if RFP No. 20-124 Information Technology As -Needed Professional Services Page 13 of 35 CITY OF SANTA ANA a resource has already been identified and no marketing is required. Furthermore, identify the different markup percentages between a W2 employee and Corp -to -Corp resource. Finally, estimate approximately how many hours would be necessary before the markup (and corresponding rate) would drop to that of the Identified resource markup percentage. These percentages should remain fixed throughout the entire term of the agreement, including optional renewals. Resource W2 Employee Corp -to -Corp Est. Hours Until Rate Type Markup % Markup % Drops to Identified Resource Markup % Proposer Found Resource Identified Resource N/A * To be determined at acceptance of candidate 6. Certifications (ATTACHMENTS) The following forms, included in this RFP, shall be signed and included as part of the proposal submittal package: • Attachment A: References Attachment B: Proposer's Statement Attachment C: Non -Collusion Affidavit • Attachment D: Non -Lobbying Certification • Attachment E: Non -Discrimination Certification 7. References Contractor shall provide three (3) references from public agency customers for which similar to services specified in this RFP have been performed, including contact names and telephone numbers, and types of services your firm has provided. Use Attachment A — References. The respondent grants permission for the City to contact any individuals listed as references. City may disqualify a Proposer if. - References fail to substantiate Proposer's description of services and deliverables provided; or • References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or • City is unable to reach the point of contact with reasonable effort. It is the Proposer's responsibility to inform the point of contact(s) of normal City working hours. RFP No. 20-124 Information Technology As -Needed Professional Services Page 14 of 35 (9) CITY OF SANTA ANA 8. Evidence of Financial Capacity Proposer may be requested to submit its most recent audited financial statement, evidencing Proposer's financial capacity to fully perform the required services, including provision of equipment and personnel expenses over a ninety (90) day period. If said financial statement does not reflect full ninety (90) day operational capacity, Proposer may include a letter of credit as evidence of supplemental capacity. 9. Insurance The selected Proposer shall provide the required evidence of insurance coverage as set forth in the standard agreement within ten (10) business days after receipt of Notice of Intent to Award. Contractor must maintain, for the duration of its contract, insurance coverages as required by the City. Subcontractors must comply with the City's insurance requirements as stated herein. Primary Contractor shall not allow any Subcontractor to commence work until all insurance required of Subcontractor is obtained. Additionally, Contractor shall provide the following insurance coverage: A warrant that the firm maintains a prudent amount of errors and omissions insurance that covers negligent acts and is applicable to the work requested in this RFP. Work on the contract shall not begin until after the awarded Contractor has submitted acceptable evidence of the required insurance coverages. VII. SELECTION PROCEDURES & CRITERIA A. The City will establish a proposal review committee, consisting of Information Technology Department staff designated by the Chief Technology Innovations Officer. The review committee will evaluate proposals based on the response to the RFP, which includes adherence to outlined directions and format, and the responses to the information requeseted above. B. Proposers will be ranked by the selection committee staff based on the following criteria: • Overall ability to provide the services based upon the responses to the RFP (25%) • Responses to Supplemental Questions (Section VI.F.4.) (25%) • Experience with similarly sized governmental agencies in providing the types of services outlined in this RFP (25%) • Responses to Cost Proposal (Section VI.F.5) (25%) RFP No. 20-124 Information Technology As -Needed Professional Services Page 15 of 35 „I) CITY OF SANTA ANA C. A final score will be calculated for each submitted proposal and used to rank Proposers. The City is under no obligation to accept any proposal and reserves the right to negotiate with respondents as to fees and terms. The City may reject proposals at its sole discretion. If a proposal fails to satisfy any requirements outlined in this RFP, it may be considered non -responsive and the proposal may be rejected. The City shall not be obligated to accept the lowest priced proposal, but will make an award in the best interests of the City of Santa Ana after all factors have been evaluated. Finance staff will recommend the top ranked consulting firm to the City Manager or City Council for award of contract. Vill. WITHDRAWALS Proposers are responsible for verifying all prices and information before submitting a proposal. Prior to the proposal due date, the Proposer or Proposer's representative may withdraw the proposal by providing written notice of the proposal withdrawal to the City Contact/Project Manager. Verbal or telephonic withdrawals are not permissible. IX. PROTESTS Proposers may file a "protest” to an RFP with the City's Purchasing Department. In order for a Bidder's protest to be considered valid, the protest must: Be filed in writing within five (5) business days of either the RFP issued date or before 5:00 p.m. of the 5th business day following the posting of Bid Results/Notice of Intent to Award Contract on the City's website; 2. Clearly identify the specific irregularity or accusation; 3. Clearly identify the specific City staff determination or recommendation being protested; 4. Specify, in detail, the grounds of the protest and the facts supporting the protest; and 5. Include all relevant, supporting documentation with the protest at time of filing. If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest is valid, the City's Purchasing Manager, or other designated City staff member, shall review the basis of the protest and all relevant information. The Purchasing Manager will provide a written decision to the protestor within ten (10) business days from receipt of protest. The decision from the Purchasing Manager, or her/her designee, is final and no further appeals will be considered. RFP No. 20-124 Information Technology As -Needed Professional Services Page 16 of 35 (9) CITY OF SANTA ANA X. GENERAL TERMS AND CONDITIONS By submitting a Proposal, the Proposer acknowledges that it has thoroughly examined and accepts the Terms and Conditions of this RFP as described below: A. AMERICANS WITH DISABILITIES ACT The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans with Disabilities Act of 1990 ("ADA"), 42 USC §§ 12101 et seq., and its implementing regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against persons with disabilities nor against persons due to their relationship to or association with a person with a disability. Any contract entered into by the awarded Contractor (or any subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph. B. CITY RIGHT TO REJECT The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RFP or otherwise. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any minor inconsistency, informality or technical defect in the proposal. C. CONFLICT OF INTEREST Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the City. This obligation shall apply to the Contractor; the Contractor's employees, agents, and Subcontractors associated with accomplishing work and services hereunder. The Contractor's efforts shall include, but not be limited to, establishing precautions to prevent its employees, agents, and Subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence City staff or elected officers from acting in the best interests of the City. Each Proposer must disclose any existing or potential conflict of interest relative to the performance of the contractual services resulting from this RFP. Any such relationship that might be perceived or represented as a conflict should be disclosed. The City reserves the right to disqualify any Proposer on the grounds of actual or apparent conflict of interest. No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded a Contract for the provision of services, the delivery of supplies, or the provision of any other related action which is required, suggested, or otherwise deemed appropriate as an end product of this Contract. Therefore, Contractor is precluded from contracting for any work recommended as a result of this Contract. D. CONTRACTOR'S EXPENSE Pre -Contractual Expenses: The City is not liable for any costs incurred by Proposers prior to entering into a formal contract. Costs of developing a response to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Pre -contractual expenses are not to be included in the cost proposal. Pre - contractual expenses include, but are not limited to, preparation of the proposal, submission of the proposal and additional information, attendance at pre -proposal RFP No. 20-124 Information Technology As -Needed Professional Services Page 17 of 35 (9) CITY OF SANTA ANA conference, negotiating any matter related to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date of award and execution, if any, of the contract. Other Expenses: The Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on City sites during the performance of work and services under this Contract. E. CONTRACTOR'S PROJECT MANAGER/KEY PERSONNEL Except as formally approved by the City, the key personnel identified in Contractor's proposal shall be the individuals who will actually complete the work. Changes in staffing must be reported in writing and approved by the City. The City shall have the right to require the removal and replacement of the Contractor's Project Manager and key personnel under the awarded contract. The City shall notify the Contractor in writing of such action. The City is not required to provide any reason, rationale, or additional factual information if it elects to request any specific key personnel be removed from performing services under the awarded contract. The City shall review and approve the appointment of the replacement for the Contractor's personnel. Said approval shall not be unreasonably withheld. Standards of Conduct: Contractor's personnel shall be courteous and maintain good working relationships with all stakeholders, state or outside agencies, other team members and staff within the City. Criminal Background Certification: Contractor certifies that all employees working on this contract have had a criminal background check at Contractor's cost and that said employees are clear of any sexual and drug -related convictions. Contractor further certifies that all employees hired by Contractor or Subcontractor shall be free from any felony convictions. City reserves the right to require Contractor to pay fingerprinting fees for personnel assigned to work in sensitive areas. F. BACKGROUND INVESTIGATIONS Unless exempted by the City, Proposer(s) will conduct a background check on each candidate (after the candidate's conditional acceptance by the City and prior to the start of any engagement with the City). Contract service personnel and consultants on assignment with or in support of the Santa Ana Police Department (SAPD) will be required to pass a SAPD background investigation prior to beginning work with SAPD. Full name, address, phone number, birth date, Social Security number and driver's license number must be furnished to the City upon request. An application for SAPD background must be completed by each prospective contract service person who will be providing on -site services to SAPD. G. COST PROPOSAL The price and amount of the Cost Proposal/Fee Schedule must have been arrived at independently and without consultation, communication, agreement or disclosure with or to any other Subcontractor, Proposer or prospective Proposer. Prices offered by Proposers in their proposals are an irrevocable offer for the term of the contract and any contract extensions. The awarded Contractor agrees to provide the RFP No. 20-124 Information Technology As -Needed Professional Services Page 18 of 35 (9) CITY OF SANTA ANA purchased services at the costs, rates, and fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees shall be payable to the awarded Subcontractor for implementation of their proposal. H. DATA RETENTION Contractor shall be responsible for retaining data, records, and documentation for the preparation of required items. These materials shall be made available to and as requested by City. All materials, documents, data or information obtained from the City Data files or any City medium furnished to Contractor in the performance of an awarded contract will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Contractor after completion or termination of this Contract without the express written consent of the City. All materials, documents, data or information, including copies, must be returned to the City at the end of the contract. All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall become property of the City. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. I. DRUG -FREE WORKPLACE The awarded Contractor certifies compliance with Government Code Section 8355 in matters relating to providing a drug -free workplace. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the contract or both, and the Contractor may be ineligible for award of any future City contracts. J. EXAMINATION Proposer represents that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City's objectives. Any attachments referenced herein or any interpretations, clarifications or amendments subsequently posted in relation to this RFP are fully incorporated. Any irregularities or lack of clarity in the RFP should be brought to the designated City Contact/Project Manager's attention as soon as possible so that corrective addenda may be furnished to prospective Proposers. Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to comprehend the complexity and risk of this contract, may be rejected. K. EXECUTION OF AGREEMENT Upon successful negotiations, the City and the selected Proposer will enter into an Agreement similar to that as shown in EXHIBIT 3 STANDARD AGREEMENT in the Appendix of this RFP. If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City reserves the right to select the next most qualified Proposer or call for new Proposals, whichever the City deems most appropriate. RFP No. 20-124 Information Technology As -Needed Professional Services Page 19 of 35 (9) CITY OF SANTA ANA L. JOINT OFFERS/SUBCONSULTANTS Where two or more Proposers desire to submit a single Proposal in response to this RFP, they should do so on a prime sub -consultant basis. The City intends to contract with a single firm and not with multiple firms doing business as a joint venture. Should the use of sub -consultants be offered, the Proposer shall provide the same assurances of competence for the sub -consultant plus the demonstrated ability to manage and supervise the subcontracted work. Sub -consultants shall not be allowed to further subcontract with others for work under the Agreement. The provisions of the Agreement shall apply to all sub -consultants in the same manner as the Proposer. The City reserves the right to reject, replace and approve any and all Subcontractors. All Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the prime Contractor and the City shall assume no liability of such Subcontractors. M. INDEPENDENT CONTRACTOR Contractor is considered an independent Contractor and neither Contractor, its employees, nor anyone working under Contractor will be considered an agent or an employee of City. Neither Contractor, its employees, nor anyone working under Contractor, will qualify for workers' compensation or other fringe benefits of any kind through City. N. LITIGATION STATUS Each Proposer must include in its proposal a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer's prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failure(s) to meet contract milestones or other contractual failures. O. NEGOTIATIONS The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, and the awarded Contractor's proposal, together with any modifications and clarifications thereto that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Contractor's proposal, and the awarded Contractor's proposal. Specific exceptions to this general rule may be noted in the final executed contract. Negotiations shall be confidential and not subject to disclosure to competing Contractors unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, the City reserves the right to negotiate a contract with another Contractor or withdraw the RFP. RFP No. 20-124 Information Technology As -Needed Professional Services Page 20 of 35 (9) CITY OF SANTA ANA P. PROJECT MANAGER The selected Proposer will assume responsibility for all services in its proposal. The selected Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement. Q. PROPOSAL VALIDITY Services, pricing, and warranties indicated in a Proposer's Proposal must be valid for a period of 90 days at minimum after the submission of the Proposal. R. PUBLIC AGENCIES Other public agencies, as defined by California Government Code Section 6500, may choose to use the terms of this Contract, subject to Contractor's acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency. S. PUBLIC RECORDS Proposals will become public record after the award of a contract unless the proposal or specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of any and all claims for damages caused by any release of the information. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. T. SUBCONTRACTORS Proposals in response to this RFP must identify any Subcontractors, and outline the contractual relationship between the Awarded Subcontractor and each Subcontractor. An official of each proposed Subcontractor must sign, and include as part of the proposal submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read and will agree to abide by the awarded Contractor's obligations. Any Subcontractor proposed after award of contract must be approved by the City before commencement of work. The City will look solely to the awarded Contractor for the performance of all contractual obligations which may result from an award based on this RFP, and the awarded Contractor shall not be relieved for the non-performance of any or all Subcontractors. XI. AWARD OF AGREEMENT Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful negotiation of final contract terms. A. EXECUTION OF AGREEMENT A standard agreement is included as Exhibit A — Sample Agreement of this RFP. "Proposer" will hereinafter be referred to as "Consultant" or "Contractor" in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documents and contents of the payment information packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 21 of 35 (9) CITY OF SANTA ANA XII. IMPLEMENTATION A. KICK-OFF MEETING A kick-off meeting will be held after award of contract. Contractor and its team will meet with City of Santa Ana staff to conduct introductions, discuss scope of services, and implementation process. B. NOTICE TO PROCEED Following the kick-off meeting, a formal Notice to Proceed (NTP) may be issued after the agreement is fully executed, and all insurance documents and contents of the Payment Information Packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 22 of 35 "I) CITY OF SANTA ANA EXHIBIT A SAMPLE AGREEMENT ❑HIS ❑ ❑R❑❑M❑❑ ❑ is made and entered into on tFis da❑of , 2020 b❑and bet ❑een FXonsultantEQ and t❑e Cit❑of Santa [Ina, a carter cit❑and municipal corporation orEhniC:d and eCistin❑under tCb Constitution and la❑s of t❑e State of California C❑CitCIID RECITALS ❑. On Cknuar❑ El� 2020, tCb Cit❑issued ReEbest for Proposal ❑o. 20-❑❑❑, b❑ ❑C3c❑it souFTt proposals from Ehalified firms to proEide in accordance []it[] B. B. Consultant submitted a responsiEk proposal tat ❑as selected b❑tCb Cit❑ Consultant represents tat Consultant is able and ❑illin❑to proCide suc❑serCices described in tCb scope of serCices tLk ❑as included in REP 11o.20-111111 C. In undertaC3n❑tEb performance of tEis ❑ CTeement, Consultant represents tat it is Eho❑ledCbable in its field and tat an[] serCices performed b❑ Consultant under tCis ❑C:teement []ill be performed in compliance El it ❑ suc ❑ standards as ma ❑ reasonabl ❑ be e ❑pected from a professional consultin ❑ firm in t Cl� field. NOW THEREFORE, in consideration of tCe mutual and respectiEb promises, and subject to tCb terms and conditions Cbreinafter set fort q t Cb parties a dee as follo ❑ s ❑ 1. SCOPE OF SERVICES Consultant sall perform t❑bse serC3ces as collectiCb1❑describe in ❑Obit ❑, t1b scope of serC3ces tCat []as included in RC4' ❑o. 20-❑ ❑ ❑, and ❑EEibit B, Consultant® proposal dated EEEUJ� 2020, bot❑ of ❑ Cic ❑ are attac Cbd and incorporated b []reference. 2. COMPENSATION a. Cit❑aCkees to paQ and Consultant aC:tees to accept as total padnent for its serCices tCb rates and carCbs identified in ❑EEibit B. ❑Cb total sum to be e❑pended under tJs ❑ C:teement sChill not e ❑ceed �durin❑tEe intial term of ttis 111:1eement. ❑ is amount is comprised of ❑❑tEb sum of and 12❑a 10❑ contin❑enc❑of up to for serEices as ma❑be performed b❑ Consultant at t❑e sole discretion of Cit❑ b. Pa Cinent b ❑ Cit ❑ s all be made ❑ it Can fort C:�fi Cb 145 ❑ da 13; follo Din ❑ receipt of proper in ❑nice eC3dencin❑ ❑or❑performed, subject to Cit❑accountin❑procedures. Paldnent need not be made for ❑or❑❑Ac❑fails to meet tCbstandards ofperformance set fort❑intEbRecitals ❑tic❑ma❑reasonabl❑ be e❑pected b❑Cit❑ RFP No. 20-124 Information Technology As -Needed Professional Services Page 23 of 35 (9) 3. TERM CITY OF SANTA ANA [Cis ❑ C:teement sall commence on [enter a Start Date or C3 Cb date first ❑ritten abo Cb mand terminate on EEEEEEEI-1 unless terminated earlier in accordance []it[] Section 14 belo❑. ❑Ce term of tEis ❑Ckeement ma❑ be e [tended for t ❑o additional E2 []one- Char periods upon a ❑ritin ❑ e Cecuted b ❑ t Lb Cit ❑ Mana Cbr and t Lb Cit ❑ ❑ttome ❑ 4. INDEPENDENT CONTRACTOR Consultant Sall, durin❑tEb entire term of tCls ❑ deement, be construed to be an independent contractor and not an emplo Cie of t Cb Cit ❑ El [is ❑ Ckeement is not intended nor s all it be construed to create an emplo ar- emplo Cbe relations Clp, a joint Cbnture relations lip, or to allo ❑ t Ce Cit ❑to e Cbrcise discretion or control o Cbr tLb professional manner in ❑C3c❑Consultant performs to serEices ❑C3c❑are to subject matter of tCls ❑deement❑ Cb ❑e Ckr, t a serCices to be pro Cided b ❑ Consultant sall be pro Clded in a manner consistent ❑it ❑ all applicable standards and relblations CbCbrnin❑suc❑serCices. Consultant Sall pa❑all salaries and ❑aCbs, emploCbr©social securit❑taCbs, unemploLment insurance and similar taLbs relatin❑to emploCbes and s1l ll be responsible for all applicable ❑it[Ibldin❑ta❑es. 5. OWNERSHIP OF MATERIALS El [is ❑ Ckeement creates a non-e Cblusi C� and perpetual license for Cit ❑ to cop q use, modifCJ reuse, or sublicense an ❑ and all cop Ili [Its, desi Ins, and of Cbr intellectual propert ❑ embodied in plans, specifications, studies, dra❑inE�, estimates, and ot[br documents or ❑orC§ of aut❑brsClp fiCbd in an❑tanC3ble medium of e❑ )ression, includin❑ but not limited to, pFF�ical dra❑ina or data maEheticall❑ or ot[br❑ise recorded on computer dis Cbttes, ❑ Clc ❑ are prepared or caused to be prepared b ❑ Consultant under t Cls ❑ Creement ®ocuments ❑ DataM Consultant sall relbire all subcontractors to aClee in ❑ritin❑tlat Cit❑is Granted a non- e CblusiCb and perpetual license for an❑Documents ❑ Data tEb subcontractor prepares under tCls ❑deement. Consultant represents and ❑arrants tEat Consultant as tlb le al ri[It to license an Iand all Documents ❑ Data. Consultant ma Cbs no suc ❑representation and ❑ arrant ❑ in re Card to Documents ❑ Data ❑ Cic ❑ ❑ere pro Cided to Consultant b ❑ t Ck Cit ❑ Cit ❑ s all not be limited in an ❑ ❑ a ❑ in its use of t 1b Documents and Data at an ❑ time, pro Eided tat an❑suc❑use not ❑itCln t1k purposes intended b❑tCls ❑ Cleement sall beat CitMI sole ris❑ 6. INSURANCE Prior to underta tin ❑ performance of ❑ or ❑ under t Cis ❑ C:feement, Consultant sall maintain and sall re Euire its subcontractors, if an CI to obtain and maintain insurance as described belo ❑ ❑ a. Commercial ❑eneral ❑iabilit❑Insurance. Consultant sall maintain commercial C�neral liabilit❑ insurance namin❑tlb CitQ its officers, emploE�es, a❑ents, Cblunteers and representatiCbs as additional insuredNL]and sall include, but not be limited to protection alitinst claims arisin❑ from bodil❑and personal injur1� includin❑deat❑resultin❑tCbrefrom and damaCb to propertq resultin❑from an❑act or occurrence arisin❑out of ConsultantCS operations in tEb performance of tCis ❑ Creement, including []it [:but limitation, acts inC:bl[in❑Lb licles. ❑Cb amounts of insurance s [all be not less tan t Cb follo ❑in lEgin Cle limit co Cora lb appl Gin ❑to bodil ❑ and personal injur q includin❑deat❑resultin❑t❑erefrom, and propert❑damalk, in t1b total amount of E1,000,000 per occurrence, ❑ it ❑ C2,000,000 in t Cb a CI:te Cute. Suc []insurances all Cd ❑name t Cb Cit Q its officers, emplo Cbes, a Cbnts, and representati Cbs as additional insured N CID 1 ❑ be primar ❑ and not contributor ❑❑it❑respect to insurance or self-insurance pro Clams maintained b❑tCb CitlInd Ci�❑ contain standard separation of insureds pro Clsions. RFP No. 20-124 Information Technology As -Needed Professional Services Page 24 of 35 "I) CITY OF SANTA ANA b. Business automobile liabilit❑insurance, or eEhiEldent form, ❑it❑a combined sinlle limit of not less t11n L4,000,000 per occurrence. Suc❑insurance sEall include coCbraEb for o❑ned, Cired and non-o ❑ned automobiles. C. ❑ or[erC�i Compensation Insurance. In accordance ❑it❑tEb proElsions of Section 3m0 of tEb [labor Code, Consultant, if Consultant Cas an❑ emploEees, is reEuired to be insured aEainst liabilit❑ for ❑orEerls compensation or to undertaLb self-insurance. Prior to commencin❑ tEe performance of tE� ❑or❑under tC3s 111feement, Consultant aEkees to obtain and maintain an❑ emploEbr[s liabilit❑insurance ❑it❑limits not less tE n EA,000,000 per accident. d. If Consultant is or emploE§ a licensed professional suc❑as an arcAtect or en Cineera'rofessional liabilit❑ @rrors and omissions[] insurance, ❑it❑ a combined sinde limit of not less tEan ❑1,000,000 per claim ❑it❑ E2,000,000 in tE� aEl:keEate. e. ❑ Cb follo Din [Ire Euirements appl ❑to t Cb insurance to be pro Cided b ❑ Consultant pursuant to t Cis section ❑ i. Consultant s Ca11 maintain all insurance re Ellired abo E� in full force and effect for tE� entire period coEbred b [It [is ❑ Ci7eement. ii. Certificates of insurance s Ehll be furnis Ced to t Cb Cit ❑upon e Cbcution of t As ❑ lieement and s Eall be appro Ckd b ❑ t ❑e Cit ❑ iii. Certificates and policies sEall state tEat tCe policies sE01 not be canceled or reduced in co Cora Cb or c [An Cbd in an ❑ of Cer material aspect ❑it ❑out t Cirt❑ [30 ❑da Cs prior ❑ritten notice to tCb Cit [I i ❑ ❑ Cbre t ❑e amounts or co ❑era Cb pro C3ded b ❑ t Cb certificates of insurance pro C3des co Cora Cb Cfeater t E n t Ebse listed b ❑ t Cis ❑ Cteement, t lb amounts pro frded b ❑ t Lb certificates of insurance s 1hlI be incorporated b ❑reference into t Cb ❑ 11eement. ❑ Consultant sEhll suppl❑Cit ❑ ❑it❑a full ❑eacuted additional insured endorsement. f. If Consultant fails or refuses to produce or maintain t Cb insurance re lbired b ❑t Cis section or fails or refuses to furnis❑tEb Cit❑ ❑it❑reEhired proof tEitt insurance as been procured and is in force and paid for, t ❑e Cit ❑ s EhlI La Cb t ❑e ri EEt, at t ❑e Cit EU� election, to fort mit ❑ terminate t C3s ❑ Cfeement. Suc ❑ termination s Ehll not affect Consultant ® ri Elt to be paid for its time and materials e 4ended prior to notification of termination. Consultant ❑ai ❑es t Cb ri E:Et to recei Eb compensation and a[Tees to indemnif❑t❑e Cit ❑for an ❑or❑performed prior to approChl of insurance b ❑t Cb Cit ❑ 7. INDEMNIFICATION Consultant aC:tees to defend, and sEall indemnif❑ and ❑bld Earmless tCb Citq its officers, aEbnts, emploEbes, contractors, special counsel, and representatiEks from liability ❑for personal injurEl dama[bs, just compensation, restitution, judicial or eEhitable relief arisin❑out of claims for personal injurEJ includin❑deatEJ and claims for propert❑ damaEb, ❑ C:ic ❑ ma ❑ arise from t Cb ne ❑i Cbnt operations of t Cb Consultant, its subcontractors, aCbnts, emplolkes, or ot[br persons actin❑on its beEalf ❑ C3c❑relates to tCb serEices described in section 1 of t Cls ❑ Ckeement Chnd 12 ❑from an El claim t Cat personal injur EJ damaCbs, just compensation, restitution, judicial ore[ bitable relief is due b ❑reason of tCb terms of or effects arisin❑from ttis ❑ Cteement. ❑tis indemnit❑ and ❑bld 11irmless aEteement applies to all claims for damaCbs, just compensation, restitution, judicial or e❑xitable relief suffered, or alleEbd to Eh lb been suffered, b❑reason of t❑e e❑ents referred to in tEis Section or b❑reason of tE� terms of, or effects, arisin❑ from tAs ❑Cteement. ❑E� Consultant furtCbr aEtees to indemnifli Cold Earmless, and pa❑all costs for tE� defense of tE� Citq includin❑fees and costs for special counsel to be selected b ❑ t Cb Cit E; re Cardin ❑ an ❑ action b ❑ a t Eird part ❑ c Callen Ein ❑ t Cb C lidit ❑ of t C3s ❑ Ckeement, or assertin ❑ t Eht personal injury damaCbs, just compensation, restitution, judicial or eEbitable relief due to personal or propert❑ RFP No. 20-124 Information Technology As -Needed Professional Services Page 25 of 35 (9) CITY OF SANTA ANA riffs arises b❑reason of tEb terms of, or effects arisin❑from tEis ❑Ckeement. Cit❑ma❑maEb all reasonable decisions ❑it❑respect to its representation in an❑leCh1 proceedin❑ 8. RECORDS Consultant sLkII Cbep records and inC:bices in connection []it[] tCe []or[] to be performed under tC3s ❑ Ckeement. Consultant s Ch11 maintain complete and accurate records ❑it❑respect to tEb costs incurred under tFis ❑ lieement and an❑serEices, eCpenditures, and disbursements c11trLbd to tEb Cit❑for a minimum period of tCA7ee 3 ❑ Gars, or for an ❑ Ion Cer period re Luired b ❑ la ❑, from t Cb date of final pa Ement to Consultant under t As ❑ Ckeement. ❑11 suc ❑ records and in ❑bices s Ca11 be clearl ❑ identifiable. Consultant s EhII allo ❑ a representati a of t1b Cit❑to eamine, audit, and mace transcripts or copies of suc❑records and an❑otE& documents created pursuant to tEis ❑CA7eement durin❑reEiilar business Lours. Consultant sEhII allo❑ inspection of all ❑orEj data, documents, proceedin❑s, and actiC3ties related to tEis ❑lieement for a period oftEkee BEGars from tE� date of final paEment to Consultant under tC3s ❑ Ckeement. 9. CONFIDENTIALITY If Consultant recei Cbs from tEb Cit ❑information ❑ Eic []due to t Cb nature of suc ❑information is reasonabl ❑ understood to be confidential andCbr proprietarq Consultant altees tC:ht it slall not use or disclose suc❑ information eE�ept in t[b performance of tEis ❑ Ckeement, and furtE& aC17ees to eE&cise t❑e same deEkee of care it uses to protect its o ❑n information of li ❑e importance, but in no e Cent less t E n reasonable care. CConfidential Information ❑ s 1hlI include all nonpublic information. Confidential information includes not onl ❑ ❑ritten information, but also information transferred orall Q Clsuall q electronicall Q or b ❑ of Cyr means. Confidential information disclosed to eitCbr part❑ b❑ an[] subsidiar❑ andCbr aLbnt of t❑e otEbr part❑ is co❑ered b❑ tEis ❑ C:teement. ❑ 1b fore Chin ❑ obli C�ations of non-use and nondisclosure s 1�h11 not appl []to an ❑ information t Chit Id ❑ Cris been disclosed in publicl❑alailable sourcesE[b❑is, tC:toumno fault of tLb Consultant disclosed in a publicl❑ aEhilable source❑lEis in ri[Itful possession of t❑e Consultant ❑itCbut an obliEhtion of confidentialitmCd❑is reEhired to be disclosed b❑ operation of la❑❑or C�❑is independendE de ❑eloped b❑ tE� Consultant ❑it❑but reference to information disclosed b❑tLb Cit❑ 10. CONFLICT OF INTEREST CLAUSE Consultant co Cbnants tat it presentl ❑ [as no interests and s lall not E3 Lb interests, direct or indirect, ❑ C3c❑ ❑ould conflict in an❑manner ❑it❑performance of serEices specified under tEis ❑ 117eement. 11. NOTICE ❑n❑notice, tender, demand, delilkrq or ot[br communication pursuant to tEis ❑11eement Sall be in ❑ritin ❑ and s Gill be deemed to be properl ❑ ti Con if deli Cored in person or mailed b ❑ first class or certified mail, postalk prepaid, or sent b❑fa❑or otCbr teleliapC3c communication in tEb manner proC3ded intEis Section, to t1k follo ❑in❑persons ❑ ❑o Cit CD Cler❑of tit Cit❑Council Cit❑of Santa [Ina 20 CiC3c Center Pla Eh EM-30❑ P.O. Bo❑1988 Santa [Ina, C❑ 92CD2-1988 C1 CID14- 64 C:�6956 RFP No. 20-124 Information Technology As -Needed Professional Services Page 26 of 35 (9) ❑ it❑courtes❑copies to❑ CITY OF SANTA ANA ac ❑ Ciulla C Cief ❑ec Eholo EllInno Cations Officer Information ❑ec Eholo mDepartment Cit❑of Santa ❑na 20 Ci Cic Center Pla a IM-CID P.O. Boll 1988 Santa ❑na, California 92 m2 ❑o Consultant ❑ ❑first ❑ ❑ast ❑ame ❑itle Consultant ❑'irm ❑ame ❑ddress Cit Cj State, ❑ip Cit ❑ ❑ttorne ® Office Cit❑of Santa [Ina 20 CiEic Center P1aEa P.O. Bo❑1988 Santa [Ina, C ❑ 92 CD2 ❑ part ❑ ma ❑ c Can Ck its address b ❑ C3 C3n ❑ notice in ❑ritin ❑ to tEb of Cyr part ❑ ❑Cbreafter, an ❑ communication s E01 be addressed and transmitted to t Cb ne ❑ address. If sent b ❑ mail, communication s Ehll be effecti Cb or deemed to EhEb been CiCen t[lee [3[Ida E� after it Cas been deposited in tE� ❑nited States mail, dul❑reCistered or certified, ❑it❑postaEk prepaid, and addressed as set fort❑abo❑e. If sent b❑faq communication sE 11 be effectiE� or deemed to Ca lb been C3 Cbn t ❑ent C:four E24 ❑❑burs after t❑e time set fort ❑ on t Cb transmission report issued b ❑ tEb transmittin❑facsimile macCine, addressed asset fort ❑aboEb. Cbr purposes of calculatin❑tCese time frames, [lee Ebnds, federal, state, Count []or Cit ❑ Cblida E� s 1:01 bee ❑cluded. 12. EXCLUSIVITY AND AMENDMENT ❑Cis ❑ Ckeement represents tEb complete and eEblusi❑e statement bet ❑een tCb Cit ❑and Consultant, and supersedes an❑and all otEbr aCkeements, oral or ❑ritten, bet❑een tEb parties. In tEb e❑ent of a conflict bet❑een t Ce terms of t Cis ❑ Ci7eement and an ❑ attac C3nents Cbreto, tEb terms of t tis ❑ C:teement s Ca11 pre Coil. ❑ tis ❑ Ci7eement ma ❑ not be modified e Cbept b ❑ ❑ritten instrument si Ehed b ❑ t Cb Cit ❑ and b ❑ an aut ❑bri Ced representatia of Consultant. ❑Cb parties aCkee tCat an❑terms or conditions of an❑purc❑ase order or otar instrument tEht are inconsistent ❑itq or in addition to, tEb terms and conditions Cbreof, s[All not bind or obliEW Consultant or t Cb Cit ❑ ❑ac ❑ part ❑ to t [is ❑ Cfeement ac Eno [led Cbs t Cat no representations, inducements, promises or aCkeements, orall❑or ot❑er❑ise, as been made b❑an❑partq or an❑bne actin❑on beChlf of an❑ partq ❑C3c❑is not embodied arein. 13. ASSIGNMENT Inasmuc ❑ as t Cis ❑ C:teement is intended to secure t 1b speciali Cbd ser aces of Consultant, Consultant ma ❑ not assi Eh, transfer, deleI:hte, or subcontract an❑interest Cbrein ❑it ❑but tEb prior ❑ritten consent of tEb Cit ❑and an❑ suc❑ assiEhment, transfer, deleE tion or subcontract ❑it❑but tEb CitEl prior ❑ritten consent Sall be considered null and Cbid. ❑otAn❑in tEis ❑C:teement stall be construed to limit tCb Cit[A abilit❑to Calf an❑of RFP No. 20-124 Information Technology As -Needed Professional Services Page 27 of 35 (9) CITY OF SANTA ANA tEb serCices ❑ Cic❑are tEb subject totEis ❑ Creement performed b❑Cit❑personnel orb❑otCbr consultants retained b❑Cit ❑ 14. TERMINATION ❑ Cis ❑ Ci7eement ma ❑ be terminated b ❑ t lb Cit ❑ upon t Cirt ❑ C30 [Ida C:� ❑ritten notice of termination. In suc ❑eC1;nt, Consultant sC-a11 be entitled to receiEb and tC-b Cit ❑s1 11 pa❑Consultant compensation for all serCices performed b❑Consultant prior to receipt of suc ❑notice of termination, subject to tEb folio❑in❑conditions ❑ a. ❑s a condition of suc ❑paC:nent, t❑e ❑CbcutiLb Director ma❑reEuire Consultant to deliCbr to tE� Cit❑all ❑or❑productC�Cxompleted as of suc❑date, and in suc❑case suc❑ ❑or❑product b. sCall be tCb propert❑of tCk Cit ❑unless proCibited b❑la❑, and Consultant consents to tCb CitCDuse t❑ereof for suc❑purposes as tEb Cit❑deems appropriate. Pal ment need not be made for ❑or❑ ❑Cic❑ fails to meet tE� standard of performance specified in t[b Recitals of tCis ❑ Ckeement. 15. NONDISCRIMINATION Consultant s Ca11 not discriminate because of race, color, creed, reli Cion, sell marital status, se Enal orientation, aCb, national oriCin, ancestrq or disabilitq as defined and proCibited b❑ applicable la❑, in tEb recruitment, selection, trainin q utili Cktion, promotion, termination or otCbr emplo Cinent related acti Cities. Consultant affirms t Cat it is an e Ehal opportunit ❑emplo Cbr and s Ca11 compl ❑ ❑it ❑all applicable federal, state and local la [Is and reC3xlations. 16. JURISDICTION - VENUE ❑Cis ❑ C:teement Cas been e Cbcuted and deli Cored in tCb State of California and tEb [,Hidit q interpretation, performance, and enforcement of an❑of tE� clauses of tCis ❑ 117eement sEhll be determined and EbEbmed b❑tCb la❑s of tCb State of California. Bot❑parties furtCbr aC17ee tEat OranCb Count California, Sall be tEb Cbnue for an❑action or proceedin❑tl t ma❑be brouLEt or arise out of, in connection ❑it❑or b❑reason of t A s ❑ 11eement. 17. PROFESSIONAL LICENSES Consultant sl ll, tliouCIbut tEb term of tCis ❑C:teement, maintain all necessar❑ licenses, permits, approCals, ❑ai❑ers, and eCbmptions necessar❑for tEb proCision of tEb serCices Cbreunder and reEhired b❑tCb la❑s and relblations of t❑e ❑nited States, tCb State of California, tEb Cit❑of Santa ❑na and allotCbr [:Kbrnmental a Conies. Consultant s Ca11 notif ❑ t Lb Cit ❑ immediatel ❑ and in ❑ritin ❑ of its inabilit ❑ to obtain or maintain suc ❑ permits, licenses, appro Gals, ❑ai Cbrs, and e Cbmptions. Said inabilit ❑ s Ca11 be cause for termination of t Cis ❑ Ckeement. 18. MISCELLANEOUS PROVISIONS a. ❑ac ❑undersi Cried represents and ❑ arrants t Cat its si Lhature L rein belo ❑ E s tEb po ❑ er, aut Cbrit ❑ and HER to bind t Ceir respecti Cb parties to eac ❑ of t Ce terms of t Cis ❑ Cteement, and s Ehll indemnif❑Cit❑full q includin❑reasonable costs and attomeCli fees, for an❑injuries or dama❑es to Cit ❑ in t Lb e Cbnt t Cht suc ❑ aut Cbrit ❑ or po ❑er is not, in fact, Cold b ❑ t Cb si Ehator ❑ or is ❑it ❑dra ❑n. RFP No. 20-124 Information Technology As -Needed Professional Services Page 28 of 35 "I) CITY OF SANTA ANA b. 1111 ❑bits referenced Cbrein and attacEed Cereto sF-MI be incorporated as if full❑set fort❑in tCb bod❑of tEis ❑ Ci7eement. I ❑ 1111111 ❑S S ❑ H ❑R ❑O q t E� parties ❑ereto Ea Cb e Cbcuted t Cis ❑ Cfeement t Ce date and Lear first abo Cb ❑ritten. ATTEST: Dais ❑ ❑ome ❑ Cler❑of t❑e Council APPROVED AS TO FORM❑ SO❑I❑ R. C❑R❑❑❑HO Cit ❑ ❑ttorne ❑ ❑ssistant Cit❑ ❑ttorne❑ R❑COMM❑❑D® []DR ❑PPRO❑❑❑❑ ac ❑ Ciulla C Cief ❑ec Eholo mInno [,�tions Officer Information ❑ec Eholo mDepartment CITY OF SANTA ANA ❑ristine RidEb Cit ❑ Mana lbr CONSULTANT: Game❑ [title ❑ ❑a❑ID❑ SAMPLE ONLY RFP No. 20-124 Information Technology As -Needed Professional Services Page 29 of 35 (9) CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Contact Individual: Address: Phone Number: Contract Amount: Description of supplies, equipment, or services provided: Reference Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 (9) CITY OF SANTA ANA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Signed and Printed Name: Title Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 (9) CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California, County of Subscribed and sworn to (or affirmed) before me on this day of , 20 , by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of 35 (9) CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 33 of 35 (9) CITY OF SANTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 Information Technology As -Needed Professional Services Page 34 of 35 (9) CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 35 of 35 EXHIBIT C REQUEST FOR PROPOSAL NO.20-124 ADDENDUM #1 MAYOR Miguel A. Pulido MAYOR PRO TEM Juan Villegas COUNCILMEMBERS Phil Bacerra Nelida Mendoza David Penaloza Vicente Sarmiento Jose Solorio CITY MANAGER Kristine Ridge CITY ATTORNEY Sonia R. Carvalho CLERK OF THE COUNCIL Daisy Gomez CITY OF SANTA ANA FINANCE AND MANAGEMENT SERVICES AGENCY 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 714-647-5468 www.santa-ana.org INFORMATION TECHNOLOGY AS -NEEDED PROFESSIONAL SERVICES RFP 20-124 ADDENDUM NO. 1 November 4, 2020 Notice is hereby given that where applicable; the City of Santa Ana Information Technology Department has made certain modifications, additions, and/or deletions, in the specifications to RFP 20-124, or reference is made in this Addendum No. 1. REVISED SECTION III.A.9., GENERAL REQUIREMENTS Bidder shall disregard the language found in this section and replace with the following: "In order to maintain compatibility and security concerns, the City will provide IT Service Provider's staff with a computer to use for City work. IT Service Provider is responsible providing their personnel with all other equipment and office supplies necessary for their staff to perform their duties, including a cell phone. Any equipment assigned to IT Service Provider staff will need to be returned at the end of the staff member's assignment." ALL OTHER TERMS, CONDITIONS, AND SPECIFICATIONS REMAIN UNCHANGED. END OF ADDENDUM NO. 1 PROFESSIONAL SERVICES AGREEMENT FOR INFORMATION TECHNOLOGY AS NEEDED PROFESSIONAL SERVICES CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 2nd day of February, 2021, by and between Intratek Computer, Inc., ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RF.f TTAT,C A. On October 26, 2020, the City issued Request for Proposal No. 20-124, attached hereto as Exhibit B, by which it sought proposals from qualified firms to provide Information Technology (IT) as -needed professional services, including a broad range of IT support, maintenance and new project consulting for its various departments. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that Consultant is able and willing to provide such services described in the scope of services that was included in Request for Proposal No. 20-124 and Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an as -needed basis, and at the sole discretion of City, Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Consultant's Proposal attached hereto as Exhibit A. When the need for services arise, City may initiate services through use of a letter agreement, executed by the Chief Technology Innovations Officer and the Consultant. Consultant shall be responsible for providing all requested services pursuant to the terms and requirements found in Request for Proposal No. 20-124, attached hereto as Exhibit B, as well as Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. Specifically, Consultant must comply with the general requirements found in Section III.A of Request for Proposal No. 20-124, as amended by Request for Proposal No. 20-124 Addendum #1. If there are any conflicts between the terms or requirements in the applicable documents referenced herein, the order of precedence shall be as follows: this Agreement; Consultant's Proposal; Request for Proposal No. 20-124 Addendum #1; and, Request for Proposal No. 20-124. Page 1 of 10 2. COMPENSATION a. The total sum to be expended under this Agreement shall not exceed Three Million Dollars ($3,000,000) annually, for a potential not to exceed amount of Eighteen Million Dollars ($18,000,000) during the term of the Agreement if all extensions are utilized, aggregated among all IT as -needed professional services providers. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on February 2, 2021, and terminate on February 1, 2025, unless terminated earlier in accordance with Section 15 below. The term of this Agreement may be extended for one (1) additional two (2) year period upon a writing executed by the City Manager and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Page 2 of 10 Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance Page 3 of 10 provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Page 4 of 10 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 5 of 10 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Jack Ciulla Chief Technology Innovations Officer Information Technology Department City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 To Consultant: First & Last Name Title Consultant Firm Name Address City, State, Zip Fax: Kim Wheeler City Attorney's Office City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, CA 92702 Contract Manager Intratek Computer, Inc. 9950 Irvine Center Drive Irvine, CA 92618 (949) 334-4255 Paul Ramezani President/CEO Intratek Computer, Inc. 9950 Irvine Center Drive Irvine, CA 92618 (949) 334-4255 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in Page 6 of 10 addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 10 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. {Signatures on following page) Page 8 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year First above written. ATTEST; Daisy Gomez Clerk of the Council 1:►��Z17��17:[.�I IC17Ti�7 uA SONTA R. CARVALH❑ City Attorney By: Rya*0.dg� Assiey I:'l 01410185 1&11-A►101"00):W.'1V9XQW 5 Jack Ciulla Chief Technology Innovations Officer Information Technology Department CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: Paul Rame President/CEO Tax ID# 95-4208805 Pate 9 of 10 EXHIBIT A CONSULTANT'S PROPOSAL Presented to: O� SA2V7'9 Al Presented by: 010 �001 ?'ooo01001 ol 000i a� City of Santa Ana Information Technology Department Requestfor Proposal No.20-124 Information Technology As -Needed Professional Services Due Date: November 24, 2020 @ 4:00pm Table of Contents Tab1 Cover Letter....................................................................................... 1 1.1 Cover Letter [RFP VI.F.1]..................................................................................... 2 Tab 2 Agreement Statement........................................................................... 3 2.1 Agreement Statement [RFP VI.F.2]........................................................................ 4 Tab3 Firm and Team Experience.................................................................... 5 3.1 Firm and Team Experience [RFP VI.F.3]............................................................... 6 3.1.1 Firm General Description [RFP VI.F.3.i]......................................................... 6 3.1.2 Engagement and Resource Manager [RFP VI.F.3.11]........................................ 6 3.1.2.1 Engagement Manager............................................................................... 8 3.1.2.2 Resource Manager................................................................................... 9 3.1.2.3 Executive Sponsor.................................................................................... 9 3.1.3 Resumes for Engagement and Resource Manager [RFP F.3.111] ...................... 10 3.1.3.1 Resume: Engagement Manager.............................................................. 10 3.1.3.2 Resume: Resource Manager................................................................... 12 3.1.3.3 Resume: Executive Sponsor.................................................................... 14 3.1.4 Experience Providing Similar Services [RFP VI.F.3.1v].................................. 15 3.1.5 Recent Significant Engagements [RFP VI.F.3.v]............................................ 16 3.1.5.1 Orange County Transportation Authority (Reference # 1) ........................ 16 3.1.5.2 Southern California Regional Rail Authority (Reference #2) ................... 17 3.1.5.3 City of Orange (Reference #3)................................................................ 18 3.1.5.4 Superior Court of California, County of Los Angeles .............................. 19 3.1.5.5 Dallas/Fort Worth International Airport ................................................ 20 Tab4 Supplemental Questions....................................................................... 22 4.1 Supplemental Questions [RFP VI.F.4].................................................................. 23 4.1.1 Major Service Offered [RFP VI.F.4.i]............................................................ 23 4.1.2 Acceptable Invoicing Frequencies [RFP VI.F.4.11].......................................... 23 4.1.3 Years in Business Providing Temporary IT Personnel [RFP VI.F.4.iii] ........... 23 4.1.4 Overall Qualifications to Provide Temporary Personnel and/or Consulting Services [RFP VI.F.4.iv]................................................................................ 23 4.1.5 Unique/Distinguishing Qualifications/Experience/Approaches [RFP VLF.4.v] ..................................................................................................................... 25 4.1.5.1 Personnel Guarantee.............................................................................. 25 4.1.5.2 Rapid Responses.................................................................................... 26 4.1.5.3 Plan for Managing the City's Requests for Staffing .................................. 26 4.1.5.4 Incumbent Transition............................................................................. 26 4.1.5.5 Remote Work Policy.............................................................................. 27 4.1.5.6 Quality Assurance.................................................................................. 27 Specific Activities to be Monitored................................................................... 28 Meetings and Communication.......................................................................... 28 Communications Plan and Status Reporting..................................................... 29 CommunicationTypes..................................................................................... 29 Internal Meeting Communications Format ....................................................... 30 Communications Responsibility....................................................................... 30 RFP No. 20-124 Information Technology As -Needed Professional Services Page I i 1G' r i11 Dp ,w gal �Ol „.117 Table of Contents 91" Frequency of Monitoring.................................................................................. 30 4.1.5.7 Personnel Performance Monitoring Functions ........................................ 30 4.1.5.8 Escalation Process.................................................................................. 30 4.1.6 Business Stability [RFP VI.F.4.vi]................................................................. 31 4.1.7 Sample Resume Styles [RFP VI.F.4.vii]......................................................... 31 4.1.7.1 Sample Resume 1: Business Intelligence Specialist .................................. 32 4.1.7.2 Sample Resume 2: GIS Analyst.............................................................. 37 4.1.7.3 Sample Resume 3: IT Business Analyst ................................................... 39 4.1.8 Technology Specialties [RFP VI.F.4.viii]....................................................... 45 4.1.9 Ability to Provide As -Needed Contract Service Personnel or Consulting Services in the Various Technology Fields/Specialties [RFP VI.F.4.ix] ........................ 45 4.1.9.1 Applications & Development Services .................................................... 45 Successful Placement #1 — Business Intelligence Consultant .............................. 45 Successful Placement #2 — Database Administrator .......................................... 46 Successful Placement #3 — Full Stack Developer ............................................... 47 4.1.9.2 Project Management & Business Analysis ............................................... 47 Successful Placement #1 — Documentum Business Analyst ............................... 47 Successful Placement #2 — Odyssey Financial Support Services Consultant ....... 48 Successful Placement #3 — Project Manager ...................................................... 48 4.1.9.3 GIS Services........................................................................................... 49 Successful Placement #1 — GIS Analyst............................................................ 49 Successful Placement #2 — Geospatial Analyst .................................................. 49 Successful Placement #3 — GIS Technician....................................................... 50 4.1.9.4 Network and Telecommunications Services ............................................ 50 Successful Placement #1 — Telecommunications System Specialist .................... 50 Successful Placement #2 — Network Specialist/Administrator ........................... 51 Successful Placement #3 — Network Engineer ................................................... 51 4.1.9.5 Data Center & Operations...................................................................... 52 Successful Placement #1 — Oracle and SQL Server Administrator ..................... 52 Successful Placement #2 — Senior System Architect .......................................... 52 Successful Placement #3 — Disaster Recovery System Architect ........................ 53 4.1.9.6 Cybersecurity......................................................................................... 53 Successful Placement #1 — Senior Security Engineer ......................................... 53 Successful Placement #2 — Senior Security Analyst ........................................... 54 Successful Placement #3 — Security Test Architect ............................................ 55 4.1.9.7 Desktop Support and Helpdesk............................................................... 56 Successful Placement #1 — Desktop Support Technician ................................... 56 Successful Recruitment #2 — Desk -Side Support Supervisor .............................. 56 Successful Placement #3 — Help Desk/Desktop Support Specialist .................... 57 4.1.10 Methods to Identify Potential Candidates [RFP VI.F.4.x] .............................. 57 4.1.10.1 Background Investigations...................................................................... 60 4.1.11 Methods to Match Candidate Qualifications to Requirement [RFP VI.F.4.xi] 61 4.1.12 Methods to Assess and Confirm Candidate Qualifications [RFP VI.F.4.xii].... 61 4.1.13 Methods to Establish Candidate Availability [RFP VI.F.4.xiii] ....................... 61 4.1.14 Staff Evaluations [RFP VI.F.4.xiv]................................................................ 61 4.1.15 Staff Training Opportunities [RFP VI.F.4.xv]................................................ 61 RFP No. 20-124 Information Technology As -Needed Professional Services Page I ii 4.1.16 Maintenance of Technology Knowledge and Skills [RFP VI.F.4.xvi] .............. 62 4.1.17 Retention Program [RFP VI.F.4.xvii]............................................................ 62 4.1.18 Conversion to City Employee [RFP VI.F.4.xviii]........................................... 64 Tab5 Cost Proposal....................................................................................65 5.1 Cost Proposal [RFP VI.F.5]................................................................................. 66 5.1.1 Estimated Rates Based on Current Engagements ........................................... 66 5.1.2 Markup Percentages...................................................................................... 67 Tab6 Certifications....................................................................................68 6.1 Certifications [RFP VI.F.6].................................................................................. 69 6.1.1 Attachment A: References............................................................................. 69 6.1.2 Attachment B: Proposer's Statement.............................................................. 70 6.1.3 Attachment C: Non -Collusion Affidavit........................................................ 71 6.1.4 Attachment D: Non -Lobbying Certification................................................... 73 6.1.5 Attachment E: Non -Discrimination Certification ........................................... 74 Tab7 References........................................................................................ 76 7.1 References [RFP VI.F.7]...................................................................................... 77 Tab 8 Evidence of Financial Capacity..............................................................78 8.1 Evidence of Financial Capacity [RFP VI.F.8]....................................................... 79 Tab9 Insurance..........................................................................................80 9.1 Insurance [RFP VI.F.9]........................................................................................ 81 RFP No. 20-124 Information Technology As -Needed Professional Services Page I iii ��� y OOJ D l 10 • ao��,fo���o10101001 cola � 1 s � 00; `�lol000l0 010 0� a oOJ ,1o,�r000ll�� 010 0l0 00l oop OC rs .:�AI�IDl 17 .141 /ilk , /7 �IOIOIIII OOU� 11 ;iU1oolo1011100� Oi�1�01� 00,0100 0 0 0 IN T RA E K COMPUTER_ INC 1.1 Cover Letter [RFP VI.F.11 November 24, 2020 Jack Ciulla, Chief Technology Innovations Officer City of Santa Ana — Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 Submitted via PlanetBids SUBJECT: RFP No. 20-124, Information Technology As -Needed Professional Services Dear Mr. Ciulla, Intratek Computer, Inc. (Intratek) is pleased to submit our proposal in response to the subject solicitation. We have carefully analyzed the overall goals and objectives of the solicitation and concluded Intratek will be an excellent partner to the City of Santa Ana (City) Information Technology Department (ITD). Intratek is a premier technology services partner working collaboratively with our clients to fill their talent gap with people, solutions and technology -centric services. Our solid understanding of the complexities involved in locating information technology (IT) professionals to complete critical and high -profile projects, as well as perform day to day tasks, is derived from our extensive IT knowledge. We have the capability to not only source qualified candidates but technically support them throughout their assignment with the City. We have a wide range of subject matter experts (SME) on staff who are available to assist personnel assigned to the City. This level of expertise affords our customers the confidence of knowing that Intratek personnel are armed with extensive reach -back capability and support. Following our ISO 9001-aligned quality system and recruitment process, we ensure every client receives the highest quality services and support. Intratek offers a responsive, comprehensive, and efficient methodology to meet all of ITD's IT as -needed professional services' needs. Our experience and effective approach to providing IT professionals enables us to successfully meet ITD's objectives. We have supported government and public agencies for 31 years, providing the exact services described in the RFP. Should the City have any questions or require clarification of any portion of the enclosed proposal, please don't hesitate to contact me at (949) 334-4200 or via email at pramezani@intrapc.com. Sincerely, Paul Rame ni President/CEO 9950 IRVINE CENTER DRIVE, IRVINE, CA 92618 PHONE 949.334.4200 OR 800.892.8282 1 FAx 949.334.4255 W W W.INTRAPC. COM RFP No. 20-124 Information Technology As -Needed Professional Services Page 12 QV-JJ fl O - F 5A (v RL�P0'0+l , l OJ J v 1 110 Q 2.1 Agreement Statement [RFP VLF.21 Intratek has read and understands the provision of RFP No. 20-124 for Information Technology As -Needed Professional Services, including Addendums 1, 2, and 3, and accepts all terms and conditions stated in it. We concur with any and all provision as contained in the Standard Agreement attached as Exhibit A of RFP No. 20-124. RFP No. 20-124 Information Technology As -Needed Professional Services Page 14 A.-. S A \Nx�o TEP Jw p p 0 01 ol JO 00 0 011 00 /71 Qc ,G1vv�- 11 Op0 �1UU1D�p� -� (gov inn TI a e o e o 0 0 0 o 0 Firm& Team Experience iii, 3.1 Firm and Team Experience [RFP VI.F.31 3.1.1 Firm General Description [RFP VI.F.3.i] Intratek was incorporated in 1989 with a focus on providing IT services, including outsourced IT professionals. As a mid -sized California corporation, we currently have over 200 technical personnel on staff, with 187 placed full-time at client organizations. Our headquarters, where our entire proposed management team is based, is in Irvine, a short 14 miles/20-minute drive from ITD's offices. There has been no past, and there are no contemplated, changes in Intratek's ownership. Our solid understanding of the complexities involved in locating IT professionals to complete critical and high -profile projects, as well as perform day to day tasks, is derived from our extensive IT knowledge. Intratek was founded by IT professionals, and today is still managed and operated by IT professionals. We have 31 years' experience providing IT resources to government and public agencies for short- and long-term assignments, as well as project -based assignments. A thorough review of the RFP, coupled with our long-standing history of supplying IT professionals, gives us an in-depth understanding of the services to be provided and equips us to expertly provide those services. 3.1.2 Engagement and Resource Manager [RFP VI.F.3.iij Upon contract award, we will leverage our established PMO to provide immediate management of resource requests, the overarching contract and awarded positions. The PMO's structure makes Intratek's full range of resources available in one place and ensures success by centralizing control in an office that provides a single point of control and client communication. The PMO is chartered to: O Ensure complete customer satisfaction while managing and controlling costs O Provide close management oversight of each awarded position O Ensure we provide top-quality customer service that meets and exceeds the City's needs O Provide maximum responsiveness and effective contract management The PMO contains the departments in the organization structure, with each office being fully staffed and ready to fully support the City and Intratek's management team. As illustrated in Exhibit 3-1, Intratek is assigning a dedicated team to support the City: an engagement manager, Mr. Jeffery Hunter, to manage day to day operations; a lead senior recruiter/resource manager, Mr. Tim Sullivan and his team, to receive and respond to resource requests; and an executive sponsor, Mr. Anthony Battey, to oversee performance and facilitate additional support as needed. The PMO's structure is key to creating a service ecosystem. It is fully equipped and scalable to facilitate rapid responses to resource requests while managing awarded positions and the overall contract. Throughout contract performance, the PMO will represent the center of our operations. All routine, day-to-day operations in support of the City's as -needed IT staffing needs will be managed out of the PMO. RFP No. 20-124 Information Technology As -Needed Professional Services Page 16 e o e ogp Zf i Firm & Team Experiencef, Exhibit 3-1: PMO Organizational Chart. Our PMO is staffed to provide rapid receipt and responses to resource requests, as well as continuous management of awarded positions. PresidentlCEO Paul Ramezani Intratek COO PMO Office Human Recruiting Vchnical SmEi [ Account Finance Resources Management Resource Manager Engagement Manager Tim Sullivan JefFrev Hunter Recruiting Team , [Assigned Resou Contract on In addition to the engagement manager and dedicated recruiting team, the PMO incorporates SMEs and administrative support personnel. Our approach embeds PMI/PMP and Six Sigma capabilities in our plan for managing each awarded position and provides formal planning and control methods that are comprehensive, integrated and well documented. Our processes ensure the full lifespan of every awarded position — from resource request to candidate submittals to City acceptance to closeout — receives the attention of our executive leadership staff. We view contract management as more than just a contractual requirement; it is an integral part of our business process, and one that requires regular communication with clients to review progress and status. Our key PMO members have the leadership skills and experience managing similar contracts needed to deliver high -quality personnel. We selected our key PMO members to provide the City with a team whose combined experience and successful current and relevant working relationships enable them to work collaboratively with City technical management and provide leadership to deliver efficient, high -quality services. As engagement manager, Mr. Hunter has full accountability for the contract's success. He is responsible for customer satisfaction, the quality of services provided, and compliance. With his close ties to other corporate executives, resource manager Mr. Sullivan, and the PMO team is fully prepared to respond quickly and effectively to all requests for staff. Executive sponsor Mr. Battey has the authority to reorganize priorities as necessary to ensure City needs are consistently met in accordance with expectations and needs. RFP No. 20-124 Information Technology As -Needed Professional Services Page 17 3.1.2.1 Engagement Manager Qualifications: Customer focused; service oriented; proactive; proven ability to establish business relations with a portfolio of clients and stakeholders Experience: Working "in the field" as an IT professional managing contracts of similar scope and nature Mr. Jeffrey Hunter is assigned to serve as the engagement/account manager, a role key to the success of our proposed approach. He will use his 16 years of experience to expertly manage Intratek's relationship with the City and serve as the City's sole point of contact in regard to service operations and contractual matters. Mr. Hunter currently manages several similar client accounts, including the Orange County Transportation Authority (Reference #1), and Southern California Regional Rail Authority (Reference #2), and City of Orange (Reference #3). We selected Mr. Hunter to serve as Intratek's liaison to the City, whose combined experience and relevant working experience will enable him to work collaboratively with City technical management and provide leadership to deliver efficient, high -quality services. Highlights of his account management principles are provided in Exhibit 3-2. Exhibit 3-2: Jeffrey Hunter Account Management Principles Our proposed engagement manager's values demonstrate his expertise and responsiveness. Provide client partners with the added benefit that Intratek's engagement manager recognizes and understands there are inherent opportunities for continuous process improvements that provide real business value including *increased operational efficiencies and productivity *enhanced user satisfaction *improved ROI Partner with client management teams to define and develop ITIL compliant SOP's providing a higher level of maturity in documentation, procedural and operational processes Sensitive to the nature of people and understands circumstances may arise which include *infractions to client's corporate HR policies, *health and personal safety and *Intratek employee satisfaction. Mr. Hunter has demonstrated that when circumstances do arise, he is committed to partnering with the client's management and Human Resources teams to fully resolve and implement corrective actions. Understands that cultural norms may vary from department to department to include management style, business needs and demands, and resource technical versus soft skills. He encourages collaboration with client management to identify risks, implement operational improvements to mitigate risks, and enhance contract performance. As engagement manager, Mr. Hunter has full accountability for the contract's success and full authority to administer the contract. He is fully committed to supporting the City, who may contact him at any time via telephone and/or email. RFP No. 20-124 Information Technology As -Needed Professional Services Page 18 3.1.2.2 Resource Manager Mr. Tim Sullivan serves as the dedicated resource • manager for the IT As -Needed Professional Services contract. Mr. Sullivan's role is key to Qualifications: Solid understanding of Intratek's approach, as he is responsible for IT staffing contracts, proficiency in leading the team assigned to source and recruit developing staffing plans, advanced qualified candidates. Mr. Sullivan is well -versed managerial and leadership skills in leading the recruitment of technical personnel, Experience: Worked "in the field" as which is derived from his 19 years of technical an IT manager, leading the recruitment recruiting experience. His team has experience of technical resources recruiting technical personnel for numerous public agencies, to include city and county IT departments, which enables them to weed out candidates who may not work well in a structured or highly regulated environment. Mr. Sullivan also was an IT manager of a mid -sized company, concurrent with performing technical recruiting duties. He handled customer support, Windows Server support, imaging, backups, security, and web development. He was employed with a software/hardware company and performed technical training duties for clients. This hands-on IT experience combined with his years of technical recruiting experience enables him to secure the right fit the first time. 3.1.2.3 Executive Sponsor Qualifications: Strong leader with in- depth knowledge of IT support services, strategic planning and program management Experience: Extensive experience providing complex and innovative solutions across technology platforms and organizing resources to meet business objectives; highly effective manager, leading and motivating high- performance teams while creating excellent client relationships representative(s). Mr. Anthony Battey is the COO of Intratek and will serve as the executive sponsor for this contract. Mr. Battey will provide executive oversight to the program and will also serve as an escalation contact for any issues that may arise. Mr. Battey oversees Mr. Hunter's work and coordinates additional resources for Mr. Hunter when necessary. He is a highly capable IT professional with 30 years of IT experience. His technical history gives him an understanding of the positions to be provided, while his internal authority facilitates rapid reconciliation in the event of an issue. Mr. Battey is fully committed to the City, who may contact him at any time via telephone and/or email, and he will be available within 24 hours to meet with City RFP No. 20-124 Information Technology As -Needed Professional Services Page 19 e o Zf i Firm & Team Experience.,�,I, 3.1.3 Resumes for Engagement and Resource Manager [RFP F.3.iii] 3.1.3.1 Resume: Engagement Manager JEFFREY HUNTER SUMMARY Superior client relations within the public and private sectors TM recognized for identifying and understanding technology driven ��� business challenges and consistently delivering cost effective solutions ( I T I L without sacrificing quality. Established long term committed partnerships resulting into follow-on contract awards and expanded V3 Certified scope of services. Complementary strengths in management and team building, with an eye for talented, committed players who consistently meet or exceed plan. Positive motivator who leads by example, strategizing with and investing in team members to build loyal, aggressive teams that transform corporate goals into profitable reality. EDUCATION, TRAINING, CERTIFICATIONS & DEVELOPMENT O Golden Gate University, San Francisco, CA — School of Accounting O Diablo Valley Community College, Concord, CA O Shipley Associates — Proposal Planning & Development O Dale Carnegie — Leadership Training for Managers O ITIL v3 Foundations Certified PROFESSIONAL EXPERIENCE Intratek Computer, Inc. I Senior Account Manager Apr 2013 — Present National full -service IT consulting firm providing customized solutions to Federal, State and Local agencies, as well as leading commercial enterprises. Senior account manager with total responsibility and authority of account management. O Manage contract performance to ensure compliance with deliverables resulting in exceeded client expectations O Serve as primary customer contact for contract activities, leading review sessions and meetings with customers to discuss cost, resources, and staff performance O Quality assurance and financial spend analysis reporting O Define and document customized client specific Standard Operating Procedures O Management, leadership and mentoring of strategic subcontracting business partners O Partner with internal/external stakeholders to define, implement and deploy solutions O Develop relationships with key organizational stakeholders to identify business challenges and define solution offerings O Collaborate with executive leadership to identify and capture new business opportunities O Opportunity SWOT analysis and proposal development DISYS Corp I Branch Manager /Sr. Account Executive Mar 2007 — Apr 2013 Certified MBE large business. Provider of information technologies/engineering staffing services, vendor management, and consulting services. RFP No. 20-124 Information Technology As -Needed Professional Services Page 110 e o e ogp Firm & Team Experience ii Promoted from Sr. Account Executive to re -brand and position proven capabilities as a leading professional services and IT consulting strategic business partner. O Manage recruitment and selection process for staffing, recruitment and support teams O Mentor staff to yield optimal results O Partner with support services teams to ensure compliance with company defined processes and employment best practices O Full P&L responsibility O Build teams that drive dynamic growth for $145M company O Collaborate with executive management and branch management teams to identify and secure new business opportunities O Define long- and short-term growth strategies O Research and analysis of business opportunities assessing potential markets O Evaluate projects through financial feasibility studies, market research and planning O Initiate RFP responses, contract negotiations and capabilities presentations O Collaborate with recruiting teams to ensure fulfillment of technical requirements Pacific Crossing, LLC I Business Development Manager Feb 2004 — Mar 2007 Certified 8(a)/SDB/HUBZone business. Provider of technical staffing and consulting solutions. Senior level manager responsible for the establishment and management of recruitment and sales processes, policies and procedures, subcontract vendor qualification and selection, full lifecycle proposal development and contract compliance. O Conceptualize, develop and implement effective business development campaigns O National Account management O Recruit and mentor internal staff O Manage offshore recruiting operations O Supplier Diversity and Government sponsored Small Business representation O Prospect and manage partnership opportunities leveraging small business and supplier diversity credentials O Responsible for five (5) direct reports O Reported directly to President/Vice President AWARDS & HONORS O Northrop Grumman Corp. STAR IT Supplier of the Year O Top 100 IT Consulting Services US Minority Business Enterprises REPRESENTATIVE CUSTOMER OVERVIEW O City of Orange O Los Angeles Department of Transportation O Orange County Transportation O Superior Court of California Authority O Southern California Regional Rail Authority O Orange County Fire Authority O County of Riverside O County of Orange O Santa Clara Valley Water District RFP No. 20-124 Information Technology As -Needed Professional Services Page 111 3.1.3.2 Resume: Resource Manager TIM SULLIVAN SUMMARY Highly skilled technical recruiter, recruiting lead, manager, account manager and human resource specialist with over 19 years' experience O Agency recruiter tenacity combined with exemplary customer service of a corporate recruiter O Highly driven and passionate about staffing and recruiting from a candidate and client perspective O Successfully recruited IT professionals and engineers O Utilize networking groups, social media, and other alternate means of locating top talent O Highly technical individual with hands-on IT management and application and web development experience EDUCATION, TRAINING, CERTIFICATIONS & DEVELOPMENT O Bachelor of Science, Business Administration with emphasis in Marketing, California State University, Long Beach PROFESSIONAL EXPERIENCE Intratek Computer, Inc. I Lead Sr. IT Technical Recruiter Nov 2013 — Present O Lead and manage team of IT technical recruiters O Recruit all levels of IT technical resources servicing our clients which are primarily local, state, and federal entities O Responsible for locating, screening, and closing of all candidates O Manage pool of available candidates, both in our extensive database as well as resources currently working on Intratek projects O Coordinates initial onboarding process with HR Department Irvine Technology Corp I Recruiting Team Lead / Sr. Recruiter Apr 2012 — Nov 2013 O Requisition distribution, job order priority, and mentoring O Place all levels and types of technical resources including "C" level and director level roles as well as business analysts, program managers, developers, and support positions. O Successfully recruited 40+ candidates during my first year with ITC Creek Systems I Division Manager Nov 2010 — Apr 2012 O Accountable for the placement of information technology and engineering consultants O Ensure best practices from a recruiting and human resource perspective O Develop staffing plans O Account manager for several key clients O Manage team of recruiters and account managers O Place candidates in a variety of technical disciplines, including Java, .Net, QA, SAP, project management, business analysis, embedded systems, SharePoint, change management, data warehouse, and many other skillsets Fluor Corporation/TRS I Sr. Recruiter, IT & Engineering Aug 2009 — Nov 2010 O Recruit both for internal client, as well as external companies in the western region RFP No. 20-124 Information Technology As -Needed Professional Services Page 112 e o e ogp Firm & Team Experience iiii O Handle initial onboarding duties following human resource best practices O Highly technical recruiter staffing for positions ranging from low-level tech support and engineering support roles to high -end senior developers and engineers O Performed successfully from the start, requiring no ramp -up time O Through in-depth interview techniques, uncovered staffing opportunities and followed up on these leads with business development calls Yoh IT & Engineering, Day & Zimmerman I Sr. Recruiter Feb 2008 — Jun 2009 O Accountable for the placement of Information Technology and engineering consultants O Actively built a pipeline of candidates with validated skills and verified references O Worked with Yoh management and account managers to qualify open positions, client viability, lead generation, business development and candidate evaluation O Used daily and weekly metrics to analyze and improve individual recruiter performance O Locate, screen, and close all candidates within the Yoh core business practices O Recruit many types of talented individuals with the following technical skills; Java, .Net, C++, C#, PHP, program managers, firmware engineers, business analysis, SharePoint, microstrategy, data warehouse, biotech, engineering UST -Global I Global Sourcing Mgr/Corp & Technical Recruiter Oct 2006 — Jan 2008 O Resource management group leader, coordinating lateral movement of currently engaged resources and talent pool bench resources O New and emerging accounts recruiting manager O Manage and coordinate with offshore (India) team members daily O Hired full-time and contract IT professionals O Clients supported: DHL, Lehman Brothers, Vanguard, Dell, H&R Block, Tickets.com, DirecTV, McKesson, Qualcomm, Broadcom, Business Objects, Emdeon, Amerisource, State Street, Silicon Valley Bank O Filled 36 technical roles during my tenure Partners Consulting Services Inc. I Professional Staffing Mgr. Jun 2001— Sep 2006 O Sourcing, recruiting, and interviewing of IT professionals utilizing job boards, referrals, vendor network and personal network O Composed effective job ads for use on Monster, Dice, CareerBuilder, and user groups O Effectively conduct direct recruiting utilizing referrals as a way to contact and sell opportunities to passive candidates O Skilled in effective use of applicant tracking software O Excellent communication skills both written and verbal O Competent negotiator, managing expectations of candidates, clients, vendors, and account managers O Successfully placed 100+ consultants in direct hire, contract, and contract to hire roles in areas of project management, business analysis, QA, development (Java, J2EE, C++, .Net), ERP, IT support, telephony, etc.) at many top companies such as Lennar Homes, Mercury Insurance, Allergan, NRAO, Toyota, Pfizer, Mazda, GDS, Behavior Health, and Pacificare. Partners Consulting Services Inc. I IT Manager Jun 2001— Sep 2006 O Design, build and maintain corporate website, IT purchasing, help desk, and networking, supporting 40+ employees RFP No. 20-124 Information Technology As -Needed Professional Services Page 113 e o e o 0 0 0 �o 0 '� Firm & Team Experiencej 3.1.3.3 Resume: Executive Sponsor ANTHONY BATTEY SUMMARY Versatile operations executive with more than 30 years' experience, education and management in IT services and solutions. Proficient in � using IT expertise to develop solutions that meet and exceed client (01TIL needs. Dynamic leader with proven expertise in guiding technical, cross -functional teams in designing, developing and launching intricate V3 Certified IT solutions and services. EDUCATION, TRAINING, CERTIFICATIONS & DEVELOPMENT O BS, Computer Science, California State University, San Bernardino O ITIL v3 Foundations Certified O Additional coursework: Administering the AR System, Advanced Topics, Change Management, Remedy; Networking Router Implementation, Networking Advanced Implementation, Networking Design, Intel; Servicing Compaq Products, Compaq PROFESSIONAL EXPERIENCE Intratek Computer, Inc. I Chief Operating Officer Apr 1991— Present Using comprehensive knowledge of specialized government contract and service requirements, ensure and maintain compliance at the federal, state and local levels. Systematically lead teams in achieving complete client satisfaction, as well as contract expansion and renewal. Provide oversight and guidance for invoicing, purchasing and inventory -control methods. Provided implementation and direct management support for centralized help desk operations, including the creation and management of users, groups, licenses, escalations, and modifications of business rules. Modify, customize and implement software application to increase efficiency or support customer requests. Supervise technical employees and subcontractors, including project management, daily work schedules, and evaluations. Administer daily LAN operations including installation, printing, security and archival/retrieval of data in multi -OS environment. Allocate staff to service calls. Oversee purchasing and inventory control. Oversee monthly invoicing. Repair, upgrade and custom configure personal computers, servers and related peripherals. VA Loma Linda Healthcare System I Computer Assistant 1990 —1991 O Provided support for senior staff O Supported VAX/VMS mainframe O Installed personal computers, terminals and peripherals O Analyzed, performed troubleshooting, and corrected end -user problem calls O Taught operation of email, mainframe usage and application software RFP No. 20-124 Information Technology As -Needed Professional Services Page 114 e o Firm &Team Experiencej.�- 3.1.4 Experience Providing Similar Services [RFP VI.F.3.iv] Experienced in the provision of temporary contract service personnel and management of personnel with multifaceted expertise, Intratek has the technical knowledge and strong organizational structures to support the City with proficiency and professionalism. We are a premier IT staffing Continuous Engagement in partner, working collaboratively with our clients to Providing As -Needed IT fill their talent gap with people, solutions and Professionals to Government and technology -centric services. Our adaptability and Public Agencies flexibility to industry changes are key elements in our L_ current success and vision for future growth. We provide similar services to public sector clients nationwide and have strong presence in Southern California, specifically in Orange County where we are headquartered. We have provided IT professionals to the various cities, county agencies, and public sector entities within the County of Orange for over 30 years. A list of similar clients and contracts is provided in Exhibit 3-3. Exhibit 3-3: Relevant Clients and Contracts. We provide IT staff to numerous public sector agencies through contracts similar to the City's as -needed professional services' needs. - WContract Booz Allen Hamilton (Nationwide) IT Operations and Services Infrastructure Operations Charlotte Douglas International Airport On -Call Technology Services City of Charlotte Technology Services City of Los Angeles Department of Transportation On -Call Professional Consulting Services City of Orange IT Services City of Palo Alto IT Professional Staff Services City of Torrance IT Services County of Los Angeles IT Services County of Orange ir IT Professional Services County of Riverside IT Consultants and Tem ora Services County of San Bernardino IT Services County of San Mateo IT Professionals Contingency Staffing Dallas/Fort Worth International Airport IT Professional Staffing Services Greater Orlando Aviation Authority _ IT Consulting Services Housing Authority of the City of Los Angeles IT Sourcing Services i� John Wayne Airport Technology Services Los Angeles County Metropolitan Transportation IF IT Services Bench Authority_ Maryland Health Benefits Exchange Technology Staffing Support Services Orange County Fire Authority IT Contract Staffing Orange County Transportation Authority IT Contract Technical Services Phoenix Sky Harbor International Airport IT Staffing Services Requirements Contract Santa Clara Valley Water District IT Managed Services Southern California Regional Rail Authority IT Technical Support Services RFP No. 20-124 Information Technology As -Needed Professional Services Page 115 State of California, Dept. of General Services State of California, Dept. of General Services Superior Court of CA: County of Los Angeles Superior Court of CA: County of Orange U.S. Department of Energy (Richland, WA) U.S. Department of Veterans Affairs (Nationwide) U.S. General Services Administration (Nationwide) California Multiple Award Schedule: IT Services IT Consulting Services Master Svcs. Agreement IT Staff Augmentation and Recruitment Services Temporary Personnel Services: IT Classifications IT Services and Support IT Consulting and Professional Services IT Services 3.1.5 Recent Significant Engagements [RFP VI.F.3.v] Over the course of Intratek's 30+ years of providing IT professionals to government and public agencies we have learned many lessons and developed streamlined processes. The paragraphs below describe relevant experience providing similar services. 3.1.5.1 Contact: {Redacted} 2 (Redacted) Public 06/01 /2013 — 03/31 /2023 County Transportation A #1 Senior Data Warehouse Architect, Data Warehouse Architect, SharePoint Application Support Specialist, Senior Help Desk Technician, Senior Desktop Technician, Network Engineer, Senior Application Developer, Programmer Analyst, Lead Programmer Analyst, Lead IS Business Systems Analyst, Senior IS Business Analyst, IS Business Analyst, Junior IS Business Analyst Scope of Work: OCTA is an award -winning large public transportation system with a myriad of complex systems that all require consistent maintenance and support. To help OCTA manage a dynamic workforce within a constrained budget, OCTA selected Intratek through a competitive evaluation to serve as their sole source for providing short- term, long-term and contract -to -hire conversion IT staffing resources. MR Short-term staff complete IT projects, and long-term staff perform day -to- OCTA day tasks and accept responsibility for all position requirements. After five years of exceptional performance our contract was recompeted with a significant increase in scope and responsibility. It was again awarded to Intratek for a new sole source five-year term. Over the last seven years we have placed a total of {Redacted} resources at OCTA across the enterprise to include project management, applications development and support, network engineering, business systems analysis, data warehousing and end user support. 100% of the staff members were successfully transitioned from the previous vendor, ensuring business continuity and a retained knowledge base resulting in optimal enterprise level contract performance. Through this contract, Intratek enables OCTA's IS Department to provide technical support for their portfolio of IT projects and initiatives. Our account manager works very closely with OCTA, visiting their office in person at least once per week to ascertain satisfaction of work performed by assigned resources, obtain new staffing requests, and check -in with RFP No. 20-124 Information Technology As -Needed Professional Services Page 116 assigned personnel. Upon request for a new staff need, the account manager develops position profiles to include necessary experience, {Redacted} resources placed skills and qualifications. The account manager 2 consecutive contracts then sends requests to the assigned recruiters, 7 years' continuous performance who coordinate and execute recruitment efforts, which include sourcing, screening, and qualifying candidates. After determining a candidate is suitably qualified for the position, the account manager forwards the candidate's resume to the appropriate OCTA manager, and then coordinates and participates in candidate interviews. The account manager also briefs selected personnel on OCTA workplace policies and standards and escorts each new employee to work on their first day of work. Results: O Increased employee retention, which improved service delivery and customer satisfaction O Partnership approach to ensure understanding of IS Department's strengths, needs and culture O Reliable source of support provided through account manager who is always available and quick, accurate responses to resource needs 3.1.5.2 Southern California Regional Rail Authority (Reference #2) Client Contact Positions Staffed for Client Contact: (Redacted) Junior Network Engineer, Senior Systems Engineer, Systems (Redacted) Engineer, Network Engineer, Network Architect, Help Desk/Desktop Client Sector Support Specialist, Oracle Programmer, Oracle and SQL Server Public Administrator, SharePoint Developer, Database Administrator, IT Consultant 07/27/2012 - 06/31 /2021 Scope of Work: SCRRA is a public agency that provides safe, efficient, dependable and on -time transportation services. IT systems and tools are central to SCRRA's ability to operate efficiency and effectively; communicate with its customers; manage, track and forecast costs; and operate their trains. The services provided by our onsite staff help SCRRA operate efficiently and effectively. Resources are METROLINIC, provided short-term, long-term, and contract -to -hire, depending on SCRRA's needs. Similar to the needs of the City, Intratek has provided IT personnel to SCRRA to accomplish support of their internal computing systems, technologies and infrastructure since 2012. After five years of exceptional performance our contract was recompeted; it was again awarded to Intratek for a new five-year term. We provide technical personnel to accomplish a variety of IT tasks and functions, which include help desk and desktop customer and technical support; network services engineering and administration; Oracle database administration; Oracle eBusiness Suite (EBS) RFP No. 20-124 Information Technology As -Needed Professional Services Page 117 database/application administration; Unix (AIX) and Linux (Redhat/Oracle Linux) OS administration; programming, software development and application support. The assigned account manager interacts with SCRRA regularly, scheduling monthly and/or as -needed meetings with SCRRA management. He checks -in with SCRRA IT management on a consistent basis via email or telephone and {Redacted} resources placed communicates regularly with our onsite 2 consecutive contracts personnel to ensure they have the tools and 8 years' continuous performance knowledge needed to perform the functions of their assigned position. Upon receiving request for resources, the account manager closely works with the recruiting team to identify and deploy qualified resources and remain in close customer and resource contact throughout the engagement. Results: O Expanded coordinated, real-time multi -agency arrival systems through deployment of new and improved version of Trip Planner, updated fare schedules and ticket pricing; loading new promotional fares and creating reports to measure impact of new fares on revenue and ridership O Helped expand transit fare payment options via implementation of new fare collections and mobile ticketing sites O Improved and enhanced communications technology with upgrades to MR PAX Multi -Rail, File Trail, ADP, PageGate, Primavera, Empower O Consistently meets and/or exceeds end user satisfaction through deployment of adequate help desk and desktop support staffing levels with varying degrees of technical expertise and requisite soft skills to support a multi -cultural enterprise environment O Improved corporate reporting efficiencies by implementing continuous business improvement processes, enhancements and customizations to the Oracle E-Business applications suite 3.1.5.3 City of Orange (Reference #3) Contact: (Redacted) Senior Desktop Technician, Senior Help Desk Technician W (Redacted) SectorClient Public 09/01 /2019 - 06/30/2024 _ Scope of Work: Intratek is the City of Orange's sole source for C ity Qf providing IT managed services via a hybrid business model to support the City and city-wide departments. Currently, the staff ne n V P, we provide are responsible to perform the tasks and duties [ A L I F O R N I A associated with help desk, provide on -site systems support, perform installs, moves, adds and changes, and provide asset management, telephone network and VoIP services. As personnel are needed, the account manager obtains the position description and requirements from the City, engages the assigned senior lead RFP No. 20-124 Information Technology As -Needed Professional Services Page 118 recruiter, presents resumes for review and {Redacted} resources placed coordinates candidate interviews, and facilitates 1 contract in-depth City -specific police department 1 year of continuous performance background investigations, and provides orientation to new employees upon placement. Results: O Enhanced partnership with the City resulting in increased end user satisfaction and productivity O Knowledge base retention and improved contract personnel morale O Reliable source of support provided through account manager who is always available and quick, accurate responses to resource needs 3.1.5.4 Superior Court of California, County of Los Angeles Contact: {Redacted} Business Systems Analyst, Project Manager, Assistant Project {Redacted} Manager, Information Architecture & User Interface Design Client Sector Engineer, Java Developer, Business Process Engineer, Business Public Analyst, Network Specialist, Software Developer, Senior Software Developer, Software Integration Expert, Data Manager, Odyssey 11/28/2012 - 05/25/2022 Financial Support Services Rep, Full Stack Developer Scope of Work: We have provided LA Superior Court, the largest single unified trial court in the United States, short- and long-term temporary IT staff for positions that require highly specialized skill sets, as well as IT recruitment for permanent placements, since 2012. Our personnel have managed/completed multiple assignments including, but not limited to, migration services for new case systems, software development, technology implementations, business process reengineering, application reengineering, document management systems solutions, training and education services, desktop support services and business systems analysis. Over the last eight years we have placed a total of {Redacted} resources, some of which have been offered full-time positions by LASC. After five years of exceptional performance the contract was recompeted and was again awarded to Intratek for a five-year term. As services are required, LA Superior Court sends a request directly to Intratek's account manager. Upon receipt, the account manager reviews and forwards the request to our recruiting team. Recruiters perform comprehensive internal and external searches for candidates, and then provide resumes of those who are most suited for the position. Candidates presented are prequalified through a {Redacted} resources placed rigorous screening process and customer specific 2 consecutive contracts background investigations and drug screening. 8 years' continuous performance Candidate interviews with Court managers are coordinated by the account manager. Our account manager works closely with the Court's CIO and his team to assess upcoming RFP No. 20-124 Information Technology As -Needed Professional Services Page 119 needs, coordinate to capture personnel the Court is looking for, and fill vacancies for any duration. Results: O Proficiency in quickly securing resources with appropriate knowledge and skills to fill a talent gap or position temporarily O Enabled transition to new technologies through the provision of highly skilled resources. Developed a new case management system and over 20 applications and subsystems by developing a Technology Implementation Plan, Communication Plan and Implementation Plan; re -engineering the outbound and inbound data and document exchanges needed to retain the Court's current level of integration with its juvenile justice partners; re -engineering existing reports and data extracts needed to retain the Court's current level of internal business intelligence capability and external integration with justice partners; developing their Intranet and public websites; etc. O Standardized application development methodology created and implemented 3.1.5.5 Dallas/Fort Worth International Contact: {Redacted} Business Analyst, Project Coordinator, Project Manager, Senior W {Redacted} Application Engineer, Security Engineer, Senior Security Analyst, Client Sector Geospatial Analyst, Help Desk Specialist, Database Administrator, Public System Administrator, System Architect, Security Engineer, Security Test Architect, Business Intelligence Consultant, Enterprise 02/21/2015-12/16/2023 Architect, Senior System Administrator, Oracle Administrator, Network Engineer, Field Technician, IT Specialist, SharePoint Developer, System Architect, Disaster Recovery System Architect Scope of Work: DFW requires professional technical staffing services r r� 1 A I to support its continuing expansion of systems for airport facilities and infrastructures. Under an indefinite delivery/indefinite quantity agreement, Intratek provides technical personnel to DFW's IT Services Department. These resources perform professional services as needed for the design, installation, customization, configuration, implementation, maintenance, modification and enhancement of new or existing hardware and software and application solutions. As appropriate, they are also tasked with hardware and software upgrades; application and software development and customizations; preparation of standards, system and user document; and development of training courses and training materials. Over the last five years we have placed a total of {Redacted} resources, some of whom have been offered full-time positions by DFW. Additionally, several staff members were rapidly transitioned from the previous vendors, which ensured business continuity. Our account manager works closely with DFW managers, communicating with them daily, to ascertain satisfaction of work performed by assigned resources, obtain new staffing requests, and check -in with assigned personnel. Immediately upon receipt of a request the account manager engages our recruiting team and/or small business subcontractors. After RFP No. 20-124 Information Technology As -Needed Professional Services Page 120 e o e ogp Firm & Team Experience ffp� determining a candidate is suitably qualified for the position, the candidate's resume is forwarded to the requesting manager, who {Redacted} resources placed interviews and selects candidates. The account 3 consecutive contracts manager also facilitates background screenings 5 years' continuous performance by both Intratek and DFW and access badges, and briefs selected personnel on DFW workplace policies and standards. Results: O Reliable source of support provided through account manager who is always available and quick, accurate responses to resource needs O Modernized systems and functions through projects such as implementing identity management; providing requirements definition, concept of operations development and system design support services to consolidate critical airport operating, communications, and customer service functions; planning and implementing technology, processes and controls to meet DFW's security and business continuity initiatives; upgrading Oracle; etc. O Dependable day to day operations by qualified and reliable resources enables DFW ITS staff to focus on critical airport systems, facilities and infrastructure initiatives O Cost efficiencies achieved through temporary use of resources with unique skillsets RFP No. 20-124 Information Technology As -Needed Professional Services Page 121 SA ORE-= I I/� rl RL I p 0 R� I s J y a� j�p� p11p1 l Oo 1 0 s 0 Q � QQJ Q QQ1 Q /� c 7 0 _ 1 /7 1 � 1 0 ,„al 1, 11 QQO ,F 1�1�1p1 � 1 VINJ I . /% 4 n El 4.1 Supplemental Questions [RFP VI.F.41 4.1.1 Major Service Offered [RFP VI.F.4.i] Providing IT services is the cornerstone of our business; we understand the services described in the Scope of Services, as well as the work required. Exhibit 4-1 presents the full scope of our core competencies. We will fit well into the City's ITD, which includes City personnel, as well as other contractor personnel. Exhibit 4-1. Intratek's Core Competencies. Our competencies and capabilities align with the services required by the City. System Development & Integration Service 1 Helpdesk Support • Mobile Computing • Complete Service f Heipdesk Solutions • Java, VB, CA • Technical 1 Business Process Support • SQL & Orade Databases • 24x7x355 Staffing • Desktop Distributed Computing • IT Service Management • Business Systems Analysis Software Solutions Desktop Support Services • Hardware! Software Maintenance & Repair Services • Certified Desktop Technicians • PC Deployments & Rollouts Networking • MicroFocus, Microsoft, UNIX, & Cisco Systems Certified Engineers -Administration, Monitofing. & Implementations • Network System Upgrade General IT Services Project Management Training • Technology Refresh - Business Intelligence • Quality Assurance Database Administration • Database Support for Oracte, MS SOL, MS Access & other Applications • Database Design • XML ExceI import I Export of Data, Data Migrations • Capacity Planning & Performance Tuning Programming FPTIr l Application Development • COTS Software Customizations r r r r - Erfterprise Development • Workflow Management • Website Development • Data Management • SharePoint Development • GUI Tools • GIS Development Software Modeling 4.1.2 Acceptable Invoicing Frequencies [RFP VI.F.4.ii] Monthly invoicing is Intratek's preference; however, we have the capability to invoice at any frequency requested by the City. 4.1.3 Years in Business Providing Temporary IT Personnel [RFP VI.F.4.iii] Intratek's extensive corporate resume offers 31 years' consecutive experience deploying IT professionals across public organizations that deliver vital services within state, local and federal government. Experience, which will be confirmed by our references, demonstrates our competence and abilities to serve as a business partner to support your IT projects, goals, initiatives, and business needs. More importantly, we are agile and flexible, and will conform our processes to meet the exact needs of the City. 4.1.4 Overall Qualifications to Provide Temporary Personnel and/or Consulting Services [RFP VI.F.4.iv] Intratek is committed to providing industry best -in -class services to every client. We know each customer is unique, and that to meet their needs it takes far more than simply sending resumes. To successfully support the City, we must understand your: RFP No. 20-124 Information Technology As -Needed Professional Services P a g e 1 23 O Business goals and objectives so we can help you get from where you are to where you're going. O Culture so we can identify candidates who will complement your existing group. O Technical environment to again help us identify the best candidates. A resource with a background in a legacy system in use by the City or with experience transitioning to a system the City would like to implement will be the most suitable person for the role. Intratek delivers well -planned, well -executed services that tightly align talents, culture and cost with our clients' goals and priorities to maximize return on investment. Distinguishing characteristics of Intratek, our qualifications, and our proposed solution include: Focus on IT. Intratek is not just a staffing agency; we focus on providing IT professional services and have extensive knowledge in a wide array of IT technical fields. Starting at the very top, all Intratek executive leadership members are IT professionals. Additionally, because our firm focuses solely on information systems and technology services, we have built a recruiting team that understands technology, as well as business requirements. Technical Recruiting Team. Our strong recruiting team will be committed to the City, and a team of recruiters led by a senior recruiter will be assigned to resource identification, acquisition, and screening efforts for the City. An integral part of contract success is to learn the City 's technical and business environments. Thus, this team will be dedicated to the City and be familiar with the City's environment. Our engagement manager and the assigned resource manager will meet with the City's hiring managers to form a complete understanding of their needs and business challenges. This knowledge results in faster turnaround time when identifying target candidates and accurate assessment of candidates' suitability for the City's culture. This pairing of technical skills and "soft" workplace competencies enables the City to secure the "right" fit the first time. ISO -Aligned Recruitment Approach. Using lessons learned during our 31 years of providing as -needed professional services to government and public agencies, our recruiting process has been streamlined into an efficient order of steps, many of which are performed simultaneously. The collaboration of our team members and their experience working together as a cohesive unit gives Intratek the ability to rapidly locate, qualify, hire and assign IT personnel. Ability to Support Varying Assignment Lengths. We provide IT professionals to government and public agencies for short- and long-term assignments, as well as to complete projects. Our experience includes providing resources for as little as one day to assignments lasting more than five years. Candidates are informed of the expected assignment duration during our first interaction with them so they can make an informed decision before committing to the assignment. Technical Subject Matter Experts. We maintain SMEs on staff with specialization in a wide range of IT fields who are available to our employees assigned to customer sites to provide technical guidance and support at any time needed. In the event assigned personnel encounter a technical issue outside their normal scope of responsibilities, they can can an SME for support. This level of experience and expertise affords our customers the confidence of knowing that Intratek onsite personnel are armed with extensive reach -back capability and support. RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 24 Commitment to Help Clients Meet Their Goals and Objectives. Your success is our success. Thus, we take the time to learn about and understand where you are on your journey toward your goals and objectives. Our approach is to partner with our clients to understand their IT vision and assist them to implement best practices and standard processes in the development and implementation of their applications, infrastructure and business process improvement projects to achieve their stated mission goals and objectives such as: O Increase efficiency and automation O Implement innovative ideas O Increase organizational collaboration opportunities through data standardization and alignment 4.1.5 Unique/Distinguishing Qualifications/Experience/Approaches [RFP VI.F.4.v] Our history of successful, just -in -time delivery of diverse IT professionals is strong evidence of our ability to satisfy the requirements of the City's ITD. The services we currently provide to a host of other public agencies illustrates our proficiency and experience in rapidly responding to our clients' needs for IT staff. Our personnel consistently deliver quality and top -tier service resulting in long-term client relationships, which has allowed our portfolio to expand to a vast array of complex tasks and clients. This experience showcases Intratek's ability to seamlessly integrate into an agency environment to deliver IT staffing services. 4.1.5.1 Personnel Guarantee Professional representation of Intratek is expected from all assigned employees, at all times. We are dedicated to providing best -in -class services and committed to providing personnel who meet or exceed client expectations. Personnel or service issues are not acceptable and thus are immediately addressed by the engagement manager. The City may contact the engagement manager at any time to report issues and/or concerns. All pertinent information is documented by the engagement manager, who is responsible for promptly implementing and documenting appropriate corrective actions to quickly resolve the issue. {Redacted} The City may request removal and replacement of any employee at any time, for any reason, including misconduct, performance issues and/or actions that conflict with the City's interests. If such a request takes place, the engagement manager will notify the employee and work cohesively with City staff to immediately facilitate removal of the RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 25 individual from City buildings. Individuals released from an assignment at the City will be flagged appropriately and will not be allowed to re-enter the City -specific candidate labor pool. 4.1.5.2 Rapid Responses The collaboration of our team members and their experience working together as a cohesive unit gives Intratek the ability to locate, qualify, hire and assign personnel in as little as 24 hours for personnel with a typical set of technical qualifications, and one week for personnel with unique or hard -to -find qualifications. Following our refined system, our success rate for placing staff in temporary assignments at client locations exceeds industry standard success rates. 4.1.5.3 Plan for Managing the City's Requests for Staffing A standard practice of ours is to establish a contract -specific email address for each contract. These email addresses allow the customer to reach the entire PMO team with one simple email and prevent a single point of failure in the event one member of the team is unable to access their email. Requests for resumes, communications regarding candidates, contract modifications, etc. can all be sent to the same email address. Emails sent to this address will be delivered to the entire PMO team. Upon receipt of a request for a resource, the engagement manager engages the resource manager to initiate the fulfillment process. Intratek's engagement manager will work directly with the City throughout the request lifecycle to ensure contract compliance, superior customer satisfaction and complete issue resolution where applicable. 4.1.5.4 Incumbent Transition We understand incumbent contractors are currently working at the City and are prepared to rapidly transition their employment, if requested. Existing contractors will be quickly transitioned to Intratek's employment to facilitate continuity of services. We are effective at capturing all personnel desired by our clients and are confident in our ability to transition incumbent personnel desired by ITD. Exhibit 4-2 outlines the process we use to transition existing resources. Exhibit 4-2: Incumbent Transition Plan. Intratek's structured process ensures rapid and successful transition of incumbent contractors. ClL�'aActivity 1 Obtain names and contact information of existing contractors to be transitioned 2 Contact existing contractors and schedule meetings outside regular working hours 3 Meet with existing contractors individually to obtain position, salary, and benefits information; and provide employment application for completion Engagement Manager, 1 Incumbent Contractor and/or City ITD Resource Manager 1 Engagement Manager, 3 Human Resources 4 Discuss salary, benefits, and hourly billing rates with the Engagement Manager, City 1 City and obtain approval from the City ITD 5 Prepare and extend formal employment offers Human Resources 2 RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 26 Activity 6 Upon acceptance of employment by incumbent personnel, provide health, dental and vision insurance enrollment forms; direct deposit enrollment form; employee handbook; etc. 7 Conduct employee orientation: provide username and password to Intratek intranet and timecard site; training on Intratek policies and expectations P8 1 Formally transition personnel to Intratek employment Human Resources Engagement Manager, Human Resources AL Human Resources In the event Intratek needs to transition out, we will do so with the same level of professionalism and organization as our transition -in. Because the City's best interests will always be our foremost objective, we will develop a plan to ensure a seamless transition during the next successor's phase -in period. Intratek will deliver a Phase -Out Plan to include efforts to assist the successor in the development of plans, procedures and methods for assumption of all on -going work and provide an orderly transition so that full control by the successor is achieved at the end of the phase -out. 4.1.5.5 Remote Work Policy Staff assigned to a client are permitted to work from home if requested and/or approved to do so by the client. We have clients who regularly request our staff work remotely due to space constraints within their facilities, the feasibility of finding local individuals for positions with unique or hard -to -find skill sets, and/or the geographic location of the client's facilities. Also, due to the current COVID-19 pandemic and in compliance with established CDC guidelines, most of our staff working at client facilities have been requested to work from home to observe local government "safer at home" recommendations. In those instances, Intratek fully supports and assists both the client and employee. If work is performed from a location other than the standard job site, the employee uses a PC or laptop and software compatible with the client's environment, or the equipment provided by the client. Personnel are instructed to work the exact hours the customer operates, which may require personnel to work outside of 8:00am to 5:00pm time. 4.1.5.6 Quality Assurance Intratek's overall Quality Control Plan (QCP) serves as a framework that consists of several measures to ensure the City receives the highest quality services. Our QCP follows Total Quality Management principles, which state that quality control is the responsibility of every employee; therefore, all employees are charged with successfully completing their duties while continuously searching for, and recommending, ways to improve existing processes. Experience has proven this approach ensures accountability; improves efficiency; increases customer satisfaction; and promotes cost control contract wide. The QCP is a living document, to be updated as needed. Its underlying premise is the ongoing evaluation of our performance to ensure services are provided consistently, continuously and without interruption. Under this model, a sustained and continuous cycle RFP No. 20-124 Information Technology As -Needed Professional Services Page 127 of PDCA (Plan -Do -Check -Act), Exhibit 4-3, is the cornerstone of our service delivery philosophy. To ensure our quality initiatives are current and effective, our quality assurance coordinator continually reassesses and revises our internal controls following our ISO 9001- aligned quality system. All assigned resources are provided a complete copy of performance requirements before beginning work to ensure they fully understand all the technical requirements, functional duties, responsibilities, etc. required. Exlnbrt 4-3. Plan -Do -Check -Act. The continuous cycle of PDCA is the cornerstone of our service delivery philosophy. This plan applies to all staff provided to the City. Intratek will comply with the provisions of the contract and provide support using this plan as a basis for reviewing our performance, assuring compliance with assignment requirements, and continuously improving the services provided. Should the City have other preferred forms or processes, Intratek will add, delete, or modify portions of this QCP. Specific Activities to be Monitored To ensure the City consistently receives a high level of services and support throughout contract duration, activities are recorded, tracked and monitored. Specific activities are dependent on the position's IT specialty area. Ensuring all assignments/projects are running on time and within budget, verifying the accuracy and timeliness of all deliverables, assessing performance against industry standard metrics, and verifying that all employee certifications remain up to date, is a priority for the engagement manager. In addition to those technical matters discussed above, as a general practice, we continu- ously monitor and review the human and organizational aspects of performance for assigned employees. Specifically, we monitor each employee's attendance, including tardiness and unscheduled absences, as well as their customer service skills, communication skills, and ability to follow instructions. Resources are evaluated at regular intervals with input requested from City representatives. Monitoring the above activities provides Intratek and City management an accurate measurement of our personnel's productivity and assessment of our performance, as well as our ability to meet and exceed our commitments. Meetings and Communication Our engagement manager, Mr. Jeffrey Hunter is always available to the City via telephone or email and will attend regularly scheduled meetings to discuss assigned personnel performance and verify that employee activities are aligned with City objectives. During meetings, Intratek and the City have the opportunity to communicate about current and future needs, plans, and/or projects the City may have, as well as any feedback from the City regarding Intratek performance. Agenda items also include: O Quality and professionalism of assigned staff RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 28 O Training needs O Satisfaction with support provided O Assigned personnel compliance with City policies and procedures O Any corrective action(s) necessary O Impending vacancies O Recommendations for further improvement of services and/or cost efficiencies In addition to regularly scheduled meetings, Mr. Hunter is available to meet with City representative(s) upon request at any time to discuss progress and provide problem resolution if needed. Further, Mr. Hunter is responsible for communicating with assigned employees to relay any requests or comments from the City, and for achieving complete client satisfaction. Our experience has shown that enhanced communication, regardless of method (phone, email, or face-to-face) is essential to managing personnel assigned to customer locations, as it helps build rapport and develop mutual respect. Mr. Hunter will make frequent visits to personally meet with staff assigned to the City. Communications Plan and Status Reporting The following paragraphs contain the communications plan. The communications plan identifies types, schedules, audience, format and responsibility for planned communications; an example is below in Exhibit 4-4. Exhibit 4-4: Communications Plan. Consistent and frequent communications are key to successful performance and management. City/ Intratek In -person As needed As Discussion Engagement Meeting meeting/ determined led by manager and minutes video or by agenda engagement City managers distributed to phone manager participants conference I 1 Intratek/ In -person As needed Intratek Open I Engagement Meeting Intratek meeting/ assigned Discussion manager/ minutes video or resources assigned distributed to phone resources participants conference Communication Types There are several types of communication used: Intratek to the City —Status meetings (via telephone or in -person), performance reports, initiative meetings, and informal (verbal and email) coordination and improvement efforts. City to Intratek — Contract modifications, initiative meetings, and informal (verbal and email) coordination and improvement efforts. Intratek to Intratek — Status updates are performed both formally (staff meetings, status reports, corporate QA project reviews) and informally (verbal and email coordination/staffing efforts). status updates provide information on the work completed and the work remaining, risks identified, risks resolved, and resources required for completion. RFP No. 20-124 Information Technology As -Needed Professional Services Page 129 Internal Meeting Communications Format The format for communications varies from informal emails and phone calls to formal meetings, video and conference calls, and written reports as outlined in communications schedules. The key to communications is to ensure that each responsible parry is kept up to date and informed about their functional area. Communications Responsibility The overall responsibility for communications rests with the Intratek engagement manager and the City's representatives. It is imperative they provide the overall guidance to keep the work in the forefront of their team members and monitor everyone's contribution to the project objectives. Frequency of Monitoring Intratek's PMO team is responsible for meeting on a regular basis to review reports and metrics regarding assigned personnel performance and deliverables submitted to the City. In addition to regularly scheduled meetings, the engagement manager is available to meet with the City for monthly, quarterly, and annual face-to-face reviews, as well as ad -hoc meetings. Please note the frequency of monitoring can be adjusted throughout the contract period to meet the City's needs. 4.1.5.7 Personnel Performance Monitoring Functions Intratek's established quality assurance process is led by the engagement manager, as well as any additional personnel the City wishes to include. The quality assurance process serves as the foundation for performing the monitoring activities described below and implementing a continuous improvement program. O Ensuring all personnel attend contract -specific training to ensure they understand their functional duties and responsibilities; City rules and regulations; service agreements; City business practices and operational procedures; performance expectations; and any additional items desired by City O Meeting regularly with the City to assess overall satisfaction with assigned personnel performance O Determining corrective actions to be applied (if any), followed by continuous evaluation to ensure corrective action is taken within the appropriate time frame to ensure compliance with contractual requirements O Ensuring all documentation, specifications, procedures, record keeping, and reporting obligations are prepared and/or delivered in accordance with contractual obligations O Reviewing work performed by assigned personnel to ensure technical accuracy, and adherence to City requirements and industry standards 4.1.5.8 Escalation Process The City may contact the engagement manager at any time to report issues and/or concerns. The engagement manager documents all pertinent information and is responsible for promptly implementing and documenting appropriate corrective actions to quickly resolve the issue. This strategy, in conjunction with regular meetings with your management, ensures issues are immediately addressed and the appropriate measures put in place. The goal is to identify a resolution that results in absolute customer satisfaction. RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 30 The engagement manager responds to the customer within two hours of notification of an issue, by phone or email. Intratek's formal escalation procedures, detailed in Exhibit 4-5, are then immediately implemented. Exhibit 4-5: Escalation Path. Our escalation process is swift and effective. Engagement Engagement Engagement COO/Executive President!CEO Manager Manager Manager Sponsor Documents all Develops Notifies customer If the-ustpm-r �s If the COO doesn't information corrective action that corrective nct sat. stied :y-ith resolve to the received from the plan, obtains action has begun correct v e action, client's satisfaction, customer approval, and and monitors for the engagement the PresidenVGEO either instructs effectiveness; manaoer escalates assumes control assigned personnel remains in close to Intrateks COO/ to begin corrective communication Executive Sponsor actions or with customer to implements ensure complete corrective actions customer himself satisfaction Should an issue not be resolved in a satisfactory manner within the timeframe expected by the City, it is escalated to Intratek's Chief Operating Officer (COO), Anthony Battey, who takes ownership and provides resolution. In the very rare event our COO doesn't provide satisfactory resolution, the issue is escalated to our President/CEO, Paul Ramezani, who assumes control and immediately resolves the issue. It is important to note that an issue escalated to this level is very rare; most issues reported to our engagement managers are quickly resolved. Contact information for personnel at all levels of escalation will be provided following contract award. In the event an issue requires escalation, the appropriate management personnel will be notified via Intratek's internal channels; however, the customer may contact all members of the PMO team at any time via telephone and/or email. 4.1.6 Business Stability [RFP VI.F.4.vi] The City's IT as -needed professional services are backed by a financially stable company with a strong balance sheet that readily support ITD's staffing needs today and tomorrow, as described in Tab 8. Additionally, we stabilize the professional services we provide through our ISO -aligned talent sourcing and acquisition methodologies (described in 4.1.10, Methods to Identify Potential Candidates [RFP VI.F.4.x], and comprehensive retention plan, described in detail in 4.1.17, Retention Program [RFP VI.F.4.xviij. 4.1.7 Sample Resume Styles [RFP VI.F.4.vii] Following are three sample resumes for candidates that represent of the types of roles the City may request. Each is indicative of the readability of the resumes we provide to clients. While they are not uniform, they demonstrate that we strive to provide resumes stripped of useless formatting and focus on content as well as a straightforward easy to read format. Additionally, as is Intratek's standard practice, a qualification summary is included at the top of each resume. The qualifications summary outlines each candidate's experience and skills in relation to the requirements set forth in client's request. RFP No. 20-124 Information Technology As -Needed Professional Services Page 131 4.1.7.1 Sample Resume 1: Business Intelligence Specialist [Candidate Name] 5 years Qlikview data models, scripting experience and data models 3+ years' Oracle PL/SQL experience Experience maintaining and developing new Qlikview reports PROFESSIONAL OVERVIEW 6+ years of experience in Qlik discovery platform and visualization tools (QlikView and Qlik Sense). Excellent skills in scripting data loads, mapping and data modeling, QVD composition, incremental load's design. 5+ years of experience in developing applications using Oracle and SQL server. Experience in finding optimal solutions with or without collaboration with ETL team. Expertise in designing and creating QlikView Reports, Dashboards, and Maps • 6+ years of experience in Qlik discovery platform and visualization tools (QlikView and Qlik Sense). • Excellent skills in scripting data loads, mapping and data modeling, QVD composition, incremental load's design. • Good knowledge of implementation of the section access, set analysis, and advanced expression structure. • Excellent skills with variables, subroutines, reusable script units, VB and JScript macro codes. Expertise in QlikView Server and Publisher maintenance: scheduling jobs based on time, EDX, and multiple triggers, use of supporting tasks. Experience in incorporating Autosys and Windows Scheduler in the QlikView workflow, using windows batch file functionality with QlikView supporting tasks. • Good knowledge of the QlikView UI standards, and Best Practices. Expertise in designing and creating QlikView Reports, Dashboards, and Maps. • Excellent skills in troubleshooting, optimization and finding non -trivial technological solutions. • 5+ years of experience in developing applications using Oracle and SQL server. Experience in finding optimal solutions with or without collaboration with ETL team. • 7+ years of experience in Object Oriented programming languages — namely Borland Delphi / Object Pascal. • 5+ years of experience as a team leader, architect, developer, consultant. Proven ability to lead a small team of software developers from requirements to implementation. Ability to work with IT, business personnel, collaborators and consultants on and off site. RFP No. 20-124 Information Technology As -Needed Professional Services Page 132 • Strong analytical and core project management skills: conceptual thinking, ability to summarize and illustrate, creativity, attention to details, sense of the project ownership. • Solid background in mathematics, algorithms and data processing for R&D and business purposes, with emphasis on system efficiency and error -proofing. PROFESSIONAL EXPERIENCE Client: Keck Medical Center of USC October 2016 — July 2017 The Keck School of Medicine - is one of the nation's preeminent research -intensive medical schools. Irvine Technology Corporation (ITC) - is an award -winning Information Technology Solutions and Staffing provider with roots in Southern California. Role: QlikView and Qlik Sense Developer • Working with the Users and the BA to help in creating the BRD, focusing on its specification and optimization. • Converting the BRD into technical documentation, supporting proposal of design solutions, proofs of concepts. • Developing new QlikView/Qlik Sense dashboards and improving the existing ones, including summaries and details reports, charts, KPI highlights, heat maps. • Supporting migration of Data Models, variables from QlikView files to QlikSense. • Creating VB and JScript macro code to achieve complex functionality related to internal dashboard operations, file manipulation etc. • Implementing user interface controls with complex aggregation functions including set analysis and direct discovery functionality. • Improving the section access and other security protocols assuring restricted data access on the context, screen and attribute level. Technical Environment: QlikView 11.20, Qlik Sense 3.0, VB Script, JScript, SQL, MS Office, MS Visio, SharePoint Client: JPMorgan Chase February 2015 — October 2016 JPMorgan Chase & Co. - is an American multinational banking and financial services holding company. It is the largest bank in the United States, and the major provider of financial services. Tekmark Global Solutions, LLC — is a worldwide IT, telecom, security and consulting services provider. As a consultant employee of Tekmark Global Solutions I work on data visualization for JPMorgan Chase Risk Assessment Data Analytics & Reporting project. Role: QlikView Developer for Control Room software (2.3, 2.4, 2.5, 2.7, 2.8). Effort lead for release 2.6. RFP No. 20-124 Information Technology As -Needed Professional Services Page 133 • Working with the Users and the BA to help in creating the BRD, focusing on its specification and optimization. • Converting the BRD into technical documentation, supporting proposal of design solutions, proofs of concepts. • Defining the data cleansing and transformation procedures. • Working with the star schema data warehouse structure to design a complete QlikView optimized data model. • Developing new QlikView dashboards and improving the existing ones, including summaries and details reports, charts, KPI highlights, heat maps. • Designing and developing of complex navigation system, to consolidate separated parts of the product, assuring seamless cross context data presentation. • Creating VB scripts in order to achieve complex functionality. • Implementing complex functionality using a variety of the user interface controls and aggregation functions. • Improving the section access and other security protocols assuring restricted data access on the context, screen and attribute level. • Handling QlikView Management Console to design and implement the task scheduling and cascading. Implementing parallel loading, EDX and supporting task triggering, incorporating the actions of Autosys Agent, Windows Scheduler and Windows Batch files to complete the full reload cycle. • Managing various aspects of unit testing, managing issue list and query log, performing code deployment across different environments. • Writing technical documentation including test case documentation. Technical Environment: QlikView 11.2 SR2-SR7, Oracle, TOAD, Turtois SVN, VB Script, Windows command line interpreter / Windows batch files, MS Office, MS Visio, SharePoint Grinnell Mutual Reinsurance Company, Grinnell, Iowa, U.S.A April 2012 — January 2015 Grinnell Mutual Reinsurance Company - is a mutual reinsurance company based in Grinnell, Iowa. The company operates in 12 mid -western states reinsuring 250 mutual insurance companies. The company earned an "A" rating from AM Best for 2014. Role: Programmer Analyst/QlikView Developer/Business Analyst • Working with the Users and the BA to help in creating the BRD, • Converting the BRD into design solutions, • Identifying the data imperfection, proposing data transformation procedures, RFP No. 20-124 Information Technology As -Needed Professional Services Page 134 • Working with the star schema data warehouse structure to design a complete QlikView optimized data model, • Developing new QlikView dashboards and improving the existing ones, including summaries and details reports, GANT charts, geo maps, and heat map tables, • Creating VB scripts in order to achieve complex functionality, • Implementing complex functionality using a variety of the user interface controls and aggregation functions, • Implementing the section access and other security protocols assuring restricted data access on the context level, • Handling QlikView Management Console to design and implement the task scheduling and cascading. Implementing parallel loading task failure handling, and system data collection, • Writing technical documentation, user guides and training manuals for a team training, • Engaging in advance troubleshooting, prototyping, developing legacy data conversion tools, • Collaborating with operation team on developing the best reloading patterns. Technical Environment: QlikView 9 — 11.SR2-SR7, SQL Server Management Studio, Microsoft Office Suite, Microsoft Access, project related knowledge of Hyland, OnBase Enterprise Content Management software, and DB2 on OS/400, SharePoint. November 2001 — March 2010 EDUCATION Saint -Petersburg State University of Aerospace Instrumentation, Saint -Petersburg, Russia, M.S., Aerospace Instruments and Computer Complexes. Saint -Petersburg State University of Aerospace Instrumentation, Saint -Petersburg, Russia, B.S. of Computer Aided Design/Computer Aided Manufacturing (CAD/CAM) ADDITIONAL IFORMATION • Certified high school and club soccer coach, • Permanent resident of the United States since 2012. PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS 2001 — 2010, Member of ANSI IT9.9 subcommittee, responsible for writing the standard on test methods for measuring the stability of color photographs. Current authorizations/certifications: • QlikView Designer Version 11 United States; RFP No. 20-124 Information Technology As -Needed Professional Services Page 135 • QlikView Developer Version 11 United States; • 10276 Introduction to Web Development with Microsoft Visual Studio 2010; • State of Iowa - Board of Educational Examiners (Coaching). RFP No. 20-124 Information Technology As -Needed Professional Services Page 136 4.1.7.2 Sample Resume 2: GIS Analyst [Candidate Name] 2+ years of experience with ArcGis Experience working with various imagery (including aerial and satellite) B.S. Degree in Geography or GIS, or Civil Engineering 1+ years of professional experience working in the field of GIS TECHNICAL SKILLS 3+ years of ArcGis suite experience aerial and satellite imagery interpretation, imagery sourcing, Bachelor of Science — Physical Geography B.S., University of California, Santa Barbara 4+ years of experience working in GIS Field General: Data analysis, geospatial analysis, G095, quality assurance and quality control, aerial and satellite imagery interpretation, imagery sourcing, A/B testing, acceptance testing, Digitization Software: ArcGIS suite, QGIS, Microsoft Office, OpenOffice, O-Calc Pro, Pathfinder Office and Terasync. Field: Trimble Geo7x, Brutton Compass, geologic and topographic mapping, cross sections, aquifer flow maps, water quality sampling, soil and rock sampling. EDUCATION University of California, Santa Barbara July 2015 Bachelor of Science — Physical Geography B.S. WORK EXPERIENCE ExteNet Systems June 2018 — Present GIS Analyst, Network Planning Los Angeles, CA ■ Point of Contact for San Francisco region. ■ Design small cell fiber networks based on customer specifications using ArcGIS. ■ Manage assets using CrescentLink tools, As-Builts, Construction Drawings, and other documentation. ExteNet Systems June 2017 —July 2018 GIS Specialist, Inspections and Repairs San Ramon, CA ■ Perform quality assurance on field collected data to determine General Order 95 compliance. ■ Communicate with vendor to continually improve data quality. ■ Interpret O-Calc reports to ensure solutions are cost effective and accurate. ■ Maintain G095 geodatabase and webmap. ■ Collaborate with ExteNet National Operations Center to ensure GIS data matches inventory. Apple June 2016—June 2017 GIS Technician Sunnyvale, CA ■ Quality Assurance Specialist ■ Analyzed aerial imagery to digitize and attribute layers for a navigational map. ■ Provided technical and specifications support to production group in India. RFP No. 20-124 Information Technology As -Needed Professional Services Page 137 ■ Led small teams in various projects to test processes ahead of production. ■ Taught other technicians how to interpret natural features in imagery for digitization. United States Forest Service, Angeles National Forest Volunteer GIS Technician Sept 2015 — May 2016 Arcadia, CA • Responsible for cartography and spatial analysis. • Created a map of proposed extension to the San Gabriel Mountains National Monument for Congresswoman Judy Chu's District 27 office. • Performed groundtruthing of trails in Chantry Flats area to help update maps after fire season. • Trained 6 employees on ArcGIS so that they could perform essential tasks. • Edited versioned data in an enterprise environment. RFP No. 20-124 Information Technology As -Needed Professional Services Page 138 4.1.7.3 Sample Resume 3: IT Business Analyst [CANDIDATE NAME] Experience in Enterprise Asset At Spatial Wave Consulting she was responsible for the creation Management and documentation of business processes and procedures for the CMMS asset management modules for the Hansen implementation Experience with ABB Ability Ellipse EAM and/or Infor CloudSuite EAM preferred Bachelor's Degree or equivalent work experience with at least 3 recent senior/lead position years Use of Microsoft Office Communicates effectively, both orally and in writing, to individuals and groups at all levels within and outside the organization SUMMARY While working at St. Jude Medical she provided enterprise asset management for long and short-term planning, preventive, reactive and condition -based maintenance, scheduled management, resource optimization and key performance indicators. At her current position at Taylor I.T. Consulting she is supporting an Infor Cloudsite Implementation and is in the documentation phase Master of Science, Pepperdine University, Malibu, CA Her technical skills include MS Office Professional Suite (Word/Excel/PowerPoint/Access/Project/Visio/Mail), Outlook, Outlook Express In her position at Taylor I.T. Consulting she trains users and developed partnerships within business areas, and conducts weekly communication meetings of project updates, issues and change orders At Spatial Wave Consulting she conducted training sessions and weekly communication meetings with implementation project team At Ryte Professionals she conducted weekly communication meetings of project statuses. Business Systems Analyst with a proven record of successful systems implementations, end user training, technical writing, and program development specializing in business process improvement. Areas of expertise include requirements gathering, business analysis, user training, project management, leadership/management training, process/productivity improvement, cloud implementation and integration, certification and compliance, customer relations, support documentation and e-Business solutions. EDUCATION Master of Science, Pepperdine University, Malibu, CA. Bachelor of Science, University of California, Irvine, Irvine, CA. RFP No. 20-124 Information Technology As -Needed Professional Services Page 139 TECHNICAL SKILLS Software and Technical: Windows SQL Server and Workstation, Windows 10/8/XP, Android Apps, Workgroups, MS Office Professional Suite (Word/Excel/PowerPoint/Access/Project/Visio/ Mail), Outlook, Outlook Express, Google Apps, Apple, Lotus Notes, Adobe Web Applications, MS DOS, Crystal Reports, Business Objects, UNIX, Progress, AS400, System i, MS Internet Explorer, Google Chrome, Safari, SAP SD, PP, MM and HR, Sarbanes Oxley 404, Oracle, PeopleSoft, Netscape Navigator, Adobe Acrobat, Data Bridge, Cisco, Java Apps, QAD, MFG/Pro, Total EDI, Corvu, Norton Utilities, Hidden Mind, Active Mobility Client, Norton Antivirus, TCP/IP, Internet Applications, AutoCAD, Arrival, Deliverability,WMS, EFI Transport, STAT, Maximo, Tririga 8i, Infor 10/8, CSI, EAM, Hansen, Lawson, SCM, TACS, LMS,HP Openview Service Center and Asset Center. EXPERIENCE Taylor I.T. Consulting, Inc. Application Maintenance, Documentation and System Enhancements July 2016 — Present Business Systems Analyst / Project Manager / Senior Consultant • Support business users and develop end -user training documentation, workflows, test scripts and technical and business requirements • Currently supporting an Infor Cloudsite Implementation and is in the documentation phase and thus immediately available. • Train users and developed partnerships within business areas. • Responsible for the creation and documentation of business processes and procedures for the administration and management teams. • Manage all stages of project development to include; research, design, programming, testing and implementation • Conduct weekly communication meetings of project updates, issues and change orders. • Enhance and support software applications to improve business processes. • Maintain, support and create reporting requirements to accommodate increasing business needs for business processes, workflows, use cases and workflow analysis. • Maintain project plans and project web communities RFP's, contracts, and records and additional related information and documentation. Spatial Wave Consulting, Inc. Rancho California Water District (RCWD) Hansen/ Infor CMMS Project — Temecula, CA February 2010 — June 2016 Business Systems Analyst/Senior Consultant • Assisted in the design and development of the Infor mobile application to be used in the field for work orders, asset tracking and emergency repair and replacement and supply chain management. • Responsible for the creation and documentation of business processes and procedures for the CMMS asset management modules for the Hansen implementation. • Implemented systems initial version of Hansen 8 then upgraded to 8.2 • Continuous audit of system performance to identify areas of improvement. • Conducted training sessions and weekly communication meetings with implementation project team. • Configure and design modules of Hansen enhanced software applications to improve business processes. RFP No. 20-124 Information Technology As -Needed Professional Services Page 140 • Designed the inventory interface to Lawson to have synched information between both systems for financial reporting • Facilitate the definition, analysis, tracking and implementation of mobile solution interfacing GIS, Hansen and FM Mobile. • Documentation of all SOP Processes, enhancements and reassignment of Hansen Core fields • Developed testing and training materials Ryte Professionals March 2008 — February 2010 HISNA, Irvine, CA Project Manager/Business Systems Analyst • Responsible for the SAP HR, TACS, LMS and HP Service Center implementation of Help Desk Service Center and Asset Management modules to integrate multiple divisions previously on separate systems. • Work with multiple vendors and business units to implement systems, develop and optimize system performance and look for areas of continuous improvement. • Responsible for requirement gathering, documentation and testing of the HP, SAP HR and TACS Implementations, the Cisco telecom rollout of Meeting place and VOIP phones for 5 business units. • Worked closely with PTS, Pepperweed and Blackbox to assist management of the maintenance contracts • Implement new policies, processes and procedures for future departmental use. • Develop training documentation, use cases, workflows, test scripts and technical and business requirements documentation and user manuals. • Conduct weekly communication meetings of project statuses. • Enhance and support software applications to improve business processes. • Create and support reporting requirements to accommodate increasing business needs and develop management service levels for all customers. • Maintain project plans and project web communities and all documentation. • Organize business and IT Project teams and control project risks, action items and issues. • Troubleshoot all areas of software application system maintenance. Volt Information Sciences, Orange, CA October 2007 — February 2008 Project Manager • Responsible for the design, implementation and support of corporate level business systems. • Worked closely with business units to optimize system performance and look for areas of continuous improvement. • Implemented new customers on existing EDI platform • Supported the Financial Systems for east and west coast business units • Developed Business cases, Use Cases, technical and Business requirements documentation • Involved in weekly communication of project status meetings. • Enhanced and supported software applications to improve business processes. • Supported reporting requirements to accommodate increased business needs and maintained quality levels for all customers. • Maintained systems processes and procedures and business transaction descriptions. RFP No. 20-124 Information Technology As -Needed Professional Services Page 141 iSpace, Inc. City of Long Beach Hansen Project — Long Beach, CA October 2006 — October 2007 Business Systems Analyst • Responsible for the creation and documentation of business processes and procedures for the fees, permits and licensing modules for the Hansen implementation. • Improved system performance and looked for areas of continuous improvement. • Involved in weekly communication of project status to all IT Managers. • Configure and design modules of software applications to improve business processes. • Facilitate the definition, analysis, tracking and implementation of special projects for GIS • Research the requirements for GIS integration into HMS to meet the needs of the critical front- and back -office applications that support the business units. • Provide functional support for various systems and/or applications by being the main liaison between business users and technical teams to identify, analyze and translate needs into specifications. Ameriquest Capital Holdings, Orange, CA October 2003 — September 2006 Project Manager/ Business Systems Analyst • Responsible for the design, implementation and support of corporate level business systems utilized at capital holdings level. • Worked closely with procurement areas and created RFP's for vendor response and selections of new software vendors and professional services. • Implemented the Tririga application for CAFM for the corporate real estate group. • Maintained CAD drawings for multiple office locations throughout the country • Worked closely with vendors, leasing companies and moving companies to track all company owned and leased assets • Trained users and team members on project management tools for assessment, reporting, status updates and metrics. • Involved in setting SLA's and OLA's within all of the systems for each functional area. • Maintained project budgets, tracks and mitigate costs. • Organized both business and IT Project teams and led the weekly status meetings. • Maintained systems processes and procedures and business transaction descriptions. • Interacted with the global systems group as it related to software application system maintenance. • Supported business users as it related to software application system applications. • Trained users and developed partnerships within business areas. St. Jude Medical, Woodland Hills, CA February 2002 - August 2003 Senior Business Systems Analyst • Responsible for the overall development and provided ongoing application support to SJM CRMD users in order to solve business application related issues. • Managed asset deployment, specifications, monitoring, calibration, costing and tracking from the Maximo application • Researched and implemented software applications to improve business processes. • Implemented the Maximo facilities asset management system for the manufacturing divisions • Managed asset deployment, specifications, monitoring, calibration, costing and tracking from the Maximo application RFP No. 20-124 Information Technology As -Needed Professional Services Page 142 • Provided enterprise asset management for long and short-term planning, preventive, reactive and condition -based maintenance, scheduled management, resource optimization and key performance indicators • Integrated Maximo with external business systems to provide a flexible tool to track assets information updated in other applications • Planned inventory to meet maintenance demands from external vendors • Managed vendor contracts for purchase, lease, rental, warranty, rate, master, blanket and predefined enhanced contracts from business • Implemented and train the sales force on the Sales Force automatic tool and LMS applications • Modified current systems to accommodate changing business requirements. • Assured that quality of services met internal and external customer requirements. • Supported business users as it related to software application system applications. • Troubleshot all areas of software application system maintenance. • Oversaw the IR (Incident Report) process for identification of specific areas of responsibility. • Responsible for security administration for supported systems. • Worked with the appropriate groups within St. Jude Medical divisions to assess, recommended and implemented software application system enhancements resulting in higher efficiencies and improved processes. Black & Decker HHI Group, Foothill Ranch, CA January 1996 — January 2002 Business Systems/Sales Administration Manager • Responsible for the overall development and review of business processes to continuously identify opportunities for enhancements and improvements, including re-training end users and training power users. • Integrated a centralized order management platform for multiple manufacturing companies resulting in a 30% productivity increase and an annual cost savings of 225K. • Established a global tax management system, enabling the usage of multiple currencies and tax structures. • Implemented the QAD MFG/Pro new business system distribution, manufacturing and financial modules, creating a standardized ERP system for all Black & Decker companies. • Maintained AS400 Business Intelligence and Advanced Query Reporting and security applications and moved legacy applications on web and intranet • Trained and developed users on current business processes and system functionality, increasing employee knowledge and core competencies. • Initiated and increased the number of customers on EDI or other electronic order management platforms, decreasing errors and rework by 50% and cost savings of over 35K per month. • Implemented and trained users on LMS systems, improving employee training and tracking and providing a company -wide application of product knowledge updates and sales reporting. • Created plans to streamline business processes and increased automation, reducing manual processes by 35%. • Performed as Project Manager for the implementation of the bar-coding and RF technology software package for distribution, manufacturing and receiving areas, trained all personnel on transactions and safety. RFP No. 20-124 Information Technology As -Needed Professional Services Page 143 CTSI Corporation, Irvine, CA January 1993 — January 1996 Program Manager • Planned and Implemented water and energy conservation programs for Metropolitan Water District. • Presented high school alliance workshops addressing issues of education and advancement. • Managed community -based organization programs and acted as a liaison between Expert, Inc., MWD and CTSI Corporation. • Developed and provided training for implementation of training centers in Southern California. • Implemented business systems in over 15 water and energy companies. • Trained end users on new system and provided detailed process and procedures documentation. • Responsible for inventory and tracking of independent projects. RFP No. 20-124 Information Technology As -Needed Professional Services Page 144 4.1.8 Technology Specialties [RFP VI.F.4.viii] We are fully capable and prepared to deliver resources to fill all positions listed in RFP III.C, Description of Technology Positions to be Provided, as demonstrated in 3.1.5, Recent Significant Engagements [RFP VI.F.3. v] and 4.1.9, Ability to Provide As -Needed Contract Service Personnel or Consulting Services in the Various Technology Fields/Specialties [RFP VI.F.4. ix]. The list of sample technology -related positions for which the City may seek contract service personnel was thoroughly reviewed. Our recruiting department performed searches for qualified candidates in the Southern California market and determined we will be able to locate, attract and place resources with the City as needed. 4.1.9 Ability to Provide As -Needed Contract Service Personnel or Consulting Services in the Various Technology Fields/Specialties [RFP VI.F.4.ix] Characteristics that distinguish Intratek's approach and capabilities are discussed throughout the proposal, and include our Focus on IT (discussed in 4.1.4), Personnel Guarantee (discussed in 4.1.5.1), Rapid Responses (discussed in 4.1.5.2), Quality Assurance (discussed in 4.1.5.6), Technical Subject Matter Experts (discussed in 4.1.4), ISO -Aligned Recruitment Approach (discussed in 4.1.4), and Plan for Managing the City's Requests for Staffing (discussed in 4.1.5.3). Intratek's ability and history of providing temporary contract service personal or consulting services in the various technology fields/specialties identified in the SOW is stellar. We are committed to being your valued business partner, which entails far more than sending resumes and/or only responding to requisitions for easy to find candidates. Our methods enable us to rapidly locate candidates when necessary, attract top candidates, pinpoint candidates with unique skill sets, ensure candidates will fit well in the client's business culture, as well as overcome other challenges. The paragraphs below present previous accomplishments recruiting and placing staff in various technology fields/specialties identified in the SOW. For each successful recruitment cited we first provide a description of the position, then the minimum qualifications for the position, and finally an explanation of how Intratek overcame any challenge and accomplished the recruitment and placement. 4.1.9.1 Applications & Development Services Successful Placement #1— Business Intelligence Consultant Description: Dallas/Fort Worth International Airport requires a business intelligence consultant to be responsible for making sure that Airport's strategic goals are optimized through Enterprise Data and Analytics. Uses tools, protocols, and programming languages to develop and maintain business intelligence applications and environments. Responsibilities are to create, maintain and support Tableau, Enterprise Data Warehouses, and ETL routines to support enterprise business intelligence projects; develop Tableau reports, dashboards and mobile applications according to project requirements; plan projects, monitor progress and report development and implementation status to management using project management tools and reporting systems; assist with the creation of documentation of functional requirements for business systems applications, including the budget development, planning, and monitoring processes; analyze, develop, and RFP No. 20-124 Information Technology As -Needed Professional Services Page 145 evaluate data in a data warehouse environment including data design, database architecture, metadata, and repository creation; performs the translation of functional specifications into detailed technical systems designs; work with system administrators, database administrators, and the Quality Assurance Center of Excellence to test and tune development efforts; and ensure that current and future systems that are planned, developed or procured meet Board standards and are compatible. .Qualifications: Bachelor's degree in business, computer science or a related field; in depth knowledge of Tableau (version 2019 or later), including desktop, prep and server with proficiency in report/dashboard creation, training and data preparation; skill in building and maintaining OLAP style Data Warehouses to support Enterprise Business Intelligence reporting tools; skill in writing and tuning SQL and PL/SQL language, demonstrated technical innovation, strong understanding of databases, and detailed knowledge of and experience with technical modeling; knowledge of current computer technology; ability to communicate clearly and effectively, both orally and in writing, at all levels within and outside the organization; ability to establish and maintain effective working relationships inside and outside the organization; and winning attitude and strong team player mindset. DFW manager requested a Explained the working environment at DFW is family oriented and specific individual provides excellent work -life balance. Confirmed this by having the Passive candidate who was candidate speak with multiple consultants on the team who confirmed Passive in his current position to the work environment. Successful Placement #2 — Database Administrator Description: The Southern California Regional Rail Authority requires an Oracle DBA to administer, troubleshoot and provide technical support for Oracle databases; conduct Oracle database performance tuning, performance management, process management and production availability management; perform Oracle database capacity planning and management; back up Oracle databases, recovery, disaster recovery plan execution, and other aspects of assuring database recoverability; ensure Oracle database security standards and adherence, security management, preventive security measures, and access monitoring and management; monitor Oracle database availability, proactively manage issues, escalate issues, and resolve issues; and manage Oracle databases including cloning, copying, installing, configuring and implementation. Qualifications: Oracle 9i -I Ig, Oracle eBusiness Suite 1 li/R12 with P2EU upstream, Rapidclone, RMAN, Data Guard, RAC, Discoverer 1Og/11g, OEM, Golden Gate, Microsoft Office, Visio, Project, Apache, IIS, NetBackup, Kofax, MarkView, and Opentext Toad, LINUX AIX, SOLARIS, UNIX, HP-UX, Windows Server 2K3 -2K8, F5 Load Balancers, Cisco network switches, ASA firewalls, and routers, NetApp, Dell Compellent, IBM, Hitachi, EMC Urgent and immediate need Reprioritized recruiting tasks to create time and bandwidth needed to source multiple local and technically qualified candidates. Achieved I successful placement within a three-day timeframe. RFP No. 20-124 Information Technology As -Needed Professional Services Page 146 Successful Placement #3 — Full Stack Developer Description: San Bernardino Superior Court requires a full stack developer to build and create reusable queries from the Odyssey reporting database to use for global month end balancing and to identify distribution issues for their Financial Services department. Qualifications: Experience analyzing data from SQL Server — Odyssey (Court CCMS) and HMIS (cemetery management), Oracle —Vision (Court CCMS), MS Dynamics NAV — Serenic (accounting software) to explain metrics and trends within reports, find errors, and provide potential solutions to problems. Knowledge of and skill applying data modeling concepts, principles, and methods; data mining, aggregation, and warehousing principles; and the SQL. Must possess the ability to plan and execute projects individually and as part of a team; effective problem solving and analytical skills; and excellent oral and written communication skills. Solution SBSC requested a specific Arranged for developer to perform work for SBSC during weekend and individual who is already evening hours. engaged full-time at another client site Remote capability to complete Arranged for developer to receive equipment and remote access the project due to the COVID- necessary to complete project. 19 pandemic and stay at home order from California Governor Gavin Newsom 4.1.9.2 Project Management & Business Analysis Successful Placement #1— Documentum Business Analyst Description: The County of Riverside required a business analyst to provide technical lead support, responsible for the management of document content management -related projects in the business environment. Projects included new application implementations, integrations, and conversion/major modifications to existing applications and processes to leverage Documentum capabilities to meet business requirements. Responsibilities included performing business requirements analysis to identify document management needs; performing existing and new system analysis to identify technical gaps and/or development and configuration needs; analyze as -is and to -be document lifecycle from scan/imaging, storing, indexing, retention, etc. and develop system designs, plans, documentation and perform technical configuration and quality assurance tasks. Qualifications: Bachelor's degree or related experience; 5-7 years' experience managing and supervising a range of important, mid -to -large size projects with above -average levels of complexity and business criticality in corporate environments; extensive experience in hands-on configuration and implementation of EMC Documentum for enterprises; advanced hands-on Java -based programming experiences for customization and/or application integration against Documentum system; ability to effectively document, present information and respond to questions from all levels of stakeholders; ability to pass a LiveScan background check through the County of Riverside. RFP No. 20-124 Information Technology As -Needed Professional Services Page 147 EMC Documentum for Performed Google portfolio and GitHub X-ray searches using enterprises experience advance Boolean strings with a focus on the required enterprise Documentum skills. Identified several URLs containing portfolios of skilled analysts with the needed skills. We then contacted the identified analysts and marketed the high -profile work being done at the County. A qualified resource was located and placed at the County. Successful Placement #2 — Odvssev Financial Support Services Consultant Description: Los Angeles Superior Court required an Odyssey Financial Support Services Consultant lead Odyssey financial configuration, integration, support and maintenance. Duties and responsibilities included providing guidance related to Odyssey configuration, integration and support issues for the Court CMS support teams, coordination with the Court CMS teams and assistance with integration project tasks; and assistance with troubleshooting incidents and problem areas. Qualifications: 10 years of CMS experience of which 5 years have been spent supporting Odyssey Court CMS Systems. At least I project must reflect the full implementation through deployment of the Odyssey CMS system in a public court system. Rare skill set Reached out to Tyler Technologies who referred several consultants, one of which was a suitable resource who was placed at LASC. Successful Placement #3 — Project Manager Description: Intratek supports the OCTA's Project Management Office (PMO) with three (3) dedicated PMI-certified Project Managers responsible for Corporate Information Systems and Transit Operations projects. Intratek's role is to improve capabilities to deliver projects; establish a governance structure for portfolio and project management that provides the proper mechanisms to define and execute on project priorities; and promote a closer collaboration between all departments to advance OCTA enterprise -wide and departmental objectives in a cohesive and transparent manner that leverages the interdependencies between departments, technologies, and strategic directions to promote a more integrated approach to technology related investments. Qualifications: Current PMP certification, BS Computer Science (or related field), Project management experience in 0365, Lyric, or SharePoint; enterprise level project management experience; seven to ten years' professional level experience in computer systems analysis for business and accounting applications, four years recent and relevant experience managing global "cutting edge" applications and infrastructure projects with extensive Board and senior executive visibility. Hands-on project manager with Performed advanced Boolean search techniques on public sector ability to direct and lead the networking and outreach sites along with extensive social media project, as well as mentor and networking to identify project managers with a career progression guide the hands-on engineers taking them from a hands-on applications/and or infrastructure RFP No. 20-124 Information Technology As -Needed Professional Services Page 148 directly supporting the engineering role to a project manager working with high level technologies infrastructure projects. This required extensive career track review of the identified resources to make sure they possessed the skills needed for this type of hands on project management role. Located and placed qualified resources who has successfully led OCTA through various highly visible projects. 4.1.9.3 GIS Services Successful Placement #1— GIS Analyst Description: OCFA uses its enterprise GIS platform for planning, analysis, emergency response, and cartographic business needs. OCFA uses the full suite of ArcGIS 9.3 software, including ArcInfo and ArcView, along with ArcGIS Network Analyst, ArcGIS 3D Analyst, ArcGIS Spatial Analyst, and Map Production System —Atlas (MPS -Atlas). In addition, ArcIMS and ArcGIS Server Advanced Enterprise are used for Web GIS Capability. GIS Analysts are needed to analyze spatial data through the use of mapping software; discover patterns and trends through spatial mapping of data; design digital maps with geographic data and other data sources; create "shapefiles" to merge topographical data with external data by layering external data over a topographical map; produce maps showing the spatial distribution of various kinds of data, including crime statistics and hospital locations; develop mapping applications and tools; convert physical maps into a digital form for computer usage; perform data munging and cleaning to convert data into its desired form; produce reports on geographic data utilizing data visualizations; and manage a digital library of geographic maps in various file types. .Qualifications: Degree in Computer Science, Geography, Surveying, Engineering or related field; proficiency with database programming languages such as SQL, R or Python; proficiency with front end design languages such as HTML, CSS, JavaScript and various mapping languages; experience with mapping tools such as QGIS and Carto; experience with GPS measuring tools; outstanding quantitative skill set; attention to detail and good problem -solving skills; analytical mindset; excellent written and verbal communication; and good interpersonal skills. Challenge Solution Scarcity of resources Utilized Linkedln groups of GIS professionals local in the area to expand the talent pool of potential candidates. Successful Placement #2 — Geospatial Analyst Description: DFW requires a geospatial analyst to provide support for data maintenance and map creation. Duties include performing quality assurance on data source files and updates, creating and plotting maps, maintaining attributes and table schemes in order to conform to FAA standards and accuracy guidelines. Primary responsibilities include maintenance of airport GIS databases and maps including data clean-up and topological correction, assisting in identifying, compiling, and assessing geospatial and imagery datasets Identify problems with data and propose solutions to correct persistent problems, and producing quality professional work that is timely and accurate. Secondary responsibilities are field RFP No. 20-124 Information Technology As -Needed Professional Services Page 149 collection of GIS data, and assisting and collaborating with GIS team on projects varying in scope and content. Qualifications: Demonstrated experience using ESRI ArcGIS software and extensions including familiarity with data manipulation, digitization and editing tools. Ability to create maps based on a diverse set of user requirements and familiarity with both vector and raster geospatial data formats. 1-3 years' experience and demonstrated proficiency with ESRI ArcGIS software, strong willingness to learn and develop automated processes, and should be familiar with converting CAD files to geodatabase. Experience with one or more of the following: ModelBuilder, Python, ERDAS Imagine, AutoCAD/MicroStation, ArcGIS Collector. Excellent verbal and interpersonal communication needs including the ability to communicate technical procedures to less technical users, ability to work in a team environment, self -motivated, ability to work with and without supervision, ability to thrive in a fast -paced environment, and commitment to follow and integrate high quality database standards. Ability to pass a Federal Bureau of Investigation (FBI) background check prior to hire. Contract doesn't have the Worked with the IT managers and contracting to develop position position and rate for the skill requirements and job description to be added to the contract's labor sets categories, and successfully placed 2 analysts. Successful Placement #3 — GIS Technician Description: GIS Technicians perform data quality control, thematic mapping and cartography; data editing, data maintenance and data design; edit, maintain and design data; and create spatial -analysis workflows. Qualifications: Excellent understanding of Esri Arc 10.x environment; ArcGIS ArcMap; cartography; geo-databases; Geodesy, network analyst extension; excellent written and oral communication skills; works well within a team, outstanding listening skills, and ability to follow directions. Finding GIS Application Reached out to an instructor at University of Redlands with an Developers in the local area extensive GIS curriculum due to its proximity to the company ESRI that produces the industry leading GIS software. Was able to locate a graduate student that was knowledgeable of a network of candidates / professionals, which led to several successful placements. 4.1.9.4 Network and Telecommunications Services Successful Placement #1— Telecommunications System Specialist Description: Orange County Superior Court required a telecommunications system specialist to recommend configuration and implementation of newly acquired Nexus 7000s. Responsibilities included assisting with migration from Avaya 8600 to Cisco Nexus 5000; assisting with implementation of SolarWinds monitoring tool; documenting new implemented environment; training junior staff on the support of new Cisco switches; RFP No. 20-124 Information Technology As -Needed Professional Services Page 150 working with senior staff to implement and test failover and redundancy; and assist with monitoring of Nexus 5000s. Qualifications: Extensive experience configuring and supporting Cisco Nexus 7000 and Nexus 5000; extensive experience supporting SolarWinds network monitoring product; and Avaya/Nortel experience. Suitable candidate resided too Work with client to obtain approval for work hours solution that allowed far from work location for a candidate to complete the required work while altering his work hours daily commute to make the commute manageable. Successful Placement #2 — Network Specialist/Administrator Description: HACLA requires network administration and operations tasks, to include network monitoring, troubleshooting and documentation to identify problems within the network infrastructure and achieve real performance improvements; use of the SolarWinds enterprise suite to perform network management, operation and maintenance through use of Simple Network Management Protocol (SNMP), SNMP Traps, Syslog, Internet Control Message Protocol (ICMP) and NetFlow; use of Management Information Bases (MIBs), Object Identifiers (OIDs), and Windows Management Instrumentation (WMI) performance counters to diagnose and troubleshoot network problems; network fault and performance troubleshooting; using Schneider Electric APC StruxureWare Data Center Infrastructure Management (DCIM) central administration to perform inventory management, creation and configuration of alarms within the physical layout, configuration of a redundant enterprise platform and live dashboard; provide period summaries of energy use and efficiency via PUE/DCiE calculator, scan data center devices, provide recommendations for improving network management topology using guided network management, monitor blade servers and provide inventory reporting. Qualifications: Knowledge of network operations and systems administration; 4 years' experience performing network monitoring and management tasks; knowledge of SNMP, ICMP, MIBs, OIDs, WMI; experience using SolarWinds, PUE/DCiE calculator, and Schneider Electric APC StruxureWare preferred Quick response time Obtained a user group for network and system monitoring professionals in the Los Angeles Metro area; from this group an interested candidate was identified and placed. Successful Placement #3 — Network Engineer Description: Dallas/Fort Worth International Airport requires a network engineer to assist DFW by planning, installing and configuring F5 technology in DFW's two data centers. As such, Intratek setup the basic F5 product configuration; configured the F5 product administration settings; upgrades maintenance releases of software as necessary; configures network connectivity and routing; migrated all legacy F5 virtual servers to the new platform; setup F5 for SAML 2.0 cloud application integration; configures F5 Web App Firewall services (internal/external web apps); performed F5 Big-IP with APM remote access configuration; creates and maintains F5 network documentation for disaster recovery; RFP No. 20-124 Information Technology As -Needed Professional Services Page 151 performs day-to-day F5 device administration; configures and deploys other F5 services as required; performs general network support (Cisco routing and switching); and assists with network projects as needed. Qualifications: 5+ years of network engineering experience. 3+ years of F5 Web Application Firewall and Load Balancing experience in a Cisco Enterprise level environment. Extensive Cloud experience. Locating a suitable candidate Identified and attracted a previous DFW employee who had with the required skillset knowledge of the environment and had learned new relevant skills after he left. This resource was able to use the prior knowledge and skills, as well as his new skills, to effectively assist DFW in completing I I the project. 4.1.9.5 Data Center & Operations Successful Placement #1— Oracle and SQL Server Administrator Description: Southern California Regional Rail Authority requires an administrator to provide the following for their Oracle and SQL servers: administration, troubleshooting, technical support, performance tuning, performance management, process management and production availability management, server capacity planning and management, server backup, recovery, disaster recovery plan execution and other aspects of assuring database recoverability, security standards and adherence, security management, preventative security measures and access monitoring and management; availability monitoring, proactive issue management, issue escalation and resolution, and management including cloning, copying, installing, configuring, implementing and disaster recovery. Qualifications: BS Degree in Computer Science, 5+ years of Oracle server administration & 5+ years of SQL server administration in an enterprise level organization. Solution Most database server Leveraged referral network to identify an individual that had both skills, administrators have experience and extensive experience in both environments Oracle and SQL. in either SQL or Oracle, but typically not both. Successful Placement #2 — Senior System Architect Description: With security compliance and business continuity as a Level 1 initiative, Dallas/Fort Worth International Airport requires a senior architect to define and implement security standards for VMWare and corresponding VM Guests; define strategy to business continuity of VMWare and corresponding VM Guests; and complete documentation of corresponding technology, process and standards. Qualifications: VMWare, SCCM, SCOM, SQL Server, Windows, Backup, Security, VLAN, Commvault, UCS, NIC, vCenter, HorizonView RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 52 Quality VMWare engineer that Utilized corporate referral program to incentivize existing staff to would fit well with the team provide referrals of VMWare engineers they liked and had worked with and had the skills and previously. Three engineers were presented with internal references experience to complete the from existing staff. This turned into an outstanding resource hire for the project goals DFW and a bonus check for the sponsor of the referral. Successful Placement #3 — Disaster Recovery System Architect Description: Dallas/Fort Worth International Airport requires a disaster recovery system architect to conduct required assessments and business impact analyses, developing test plans and recovery documents such as recovery plans, run books and continuity plans. Principle duties and responsibilities are to provide direction and guidance to team in developing appropriately structured and detailed recovery plans; collaborate with teams to identify and plan mitigation efforts, recovery strategies and necessary resources to execute continuity procedures; use assurance to facilitate the DR planning process; coordinate testing schedules, objectives, exercises and post mortem reviews; perform application mapping; and conduct risk assessments and business impact analysis and identifies critical IT systems. Qualifications: Bachelor's degree in business, computer science or a related field; 3 years of experience in Disaster Recovery/Business Continuity; knowledge in conducting risk assessments and business impact analyses; knowledge and expertise in writing and documenting DR Plans and test plans; knowledge of the principles and practices of business and public administration; ability to communicate clearly and effectively, both orally and in writing, at all levels within and outside the organization; ability to establish and maintain effective working relationships inside and outside the organization. Locating a suitable candidate Located an employed candidate who was supporting another in a very short amount of time international airport that was wrapping up his current project and in order to meet timeline transitioned this candidate to DFW in a very quick manner. This objectives of the client's DR candidate quickly started working remotely, organizing the DR strategy strategy based on known best practices and his most recent successful DR project. 4.1.9.6 Cybersecurity Successful Placement #1— Senior Security Engineer Description: Dallas/Fort Worth International Airport requires a senior security engineer to perform SEIM LogRhythm installation and configuration duties that include: installing platform hardware, software and license; storage configuration and integration; configuring and validating log collection; creating custom message processing policies; coordinating the installation of agent software; configuring file integrity monitoring; creating and maintaining detailed SIEM documentation and drawings; remediating internal audit findings related to audit logging; and reviewing audit logs for appropriateness of the security events. RFP No. 20-124 Information Technology As -Needed Professional Services Page 153 Qualifications: 5-6 years of SEIM Management, configuration and maintenance experience is required that includes at least two years hands-on experience with LogRhythm; knowledge of information security concepts, standards and best practices; strong analytical, problem - solving and decision -making skills; strong attention to detail; excellent verbal and written communications skills; ability to work with all levels of management and staff; knowledge of principles and procedures involved in handling sensitive data; understanding of network basics; proficiency with Microsoft Word, Excel and Visio; and any of the following security certifications: CISSP, CISM, CISA, CCNA, LogRhythm. Challenge Solution Rare skill set Located several candidates that had the skills, experience, and certifications DFW was looking for. While the interview process was lengthy, we successfully placed the candidate in 2 weeks of the requirement being released. Successful Placement #2 — Senior Security Analyst Description: Dallas/Fort Worth International Airport requires a senior security analyst to perform control and vulnerability assessments to identify control weaknesses and assess the effectiveness of existing controls and recommends remedial action; execute risk assessment activities, analyze the results of audits (performed by other groups) to produce recommendations of acceptable risk and risk mitigation strategies; work on deploying, tuning and running vulnerability -scanning and penetration -testing tools; reports residual risk, vulnerabilities and other security exposures, including misuse of information assets and noncompliance, to DFW's management; collaborate on critical IT projects to ensure that security issues are addressed throughout the project life cycle; perform analysis on threat alerts from various security tools, including intrusion detection and prevention tools, firewalls, antivirus systems, user behavior analytics tools, proxy devices which requires demonstrable security incident response and/or insider threat experience to determine if the alert is a false positive, a security event, an actual attack, and/or a security incident; configure and manage security integration components in Microsoft 365 Security & Compliance environment, including connectivity, synchronization services, and authentication; support and handle incident response by investigating security intrusions; monitor and analyze Intrusion Detection Systems (IDS) and Security Information and Event Management (SIEM) to identify security issues for remediation; recognize potential, successful and unsuccessful intrusion attempts and compromises through reviews and analyses of relevant event detail and summary information; evaluate/deconstruct ransomware, malware (e.g. obfuscated code) through approved vendor provided tools; communicates alerts to leadership team regarding intrusions and compromises to their network infrastructure, applications and operating systems; prepares monthly metrics on briefings and reports of analysis methodology and results; consolidate and conduct comprehensive analysis of threat data obtained from classified, proprietary to provide indication and warnings of impending attacks against networks; monitor and interpret Azure AD Connect events and Azure AD access reviews; and provide escalation point for Systems Admins team as a support for Office 365 related incidents on threat management. Qualifications: Bachelor's degree in business administration, computer science or a related field; 5 years network security systems support; 5 years of Kali Linux experience or at least 5 RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 54 years working in security -related areas; CEH certification; knowledge in networking (routing and switching), systems administration for Windows and Linux; experience in Penetration Test Assessment; experience with SIEM tools and programming; ability to evaluate and recommend preventative and corrective controls to mitigate risk to the Airport Board; and working knowledge on Forensic artifacts as they pertain to Windows and Linux operating systems. Normal methods of talent Partnered with a local vendor of security and intrusion detection acquisition were not turning up software that had a database of local candidates that they let us speak the type of candidate that our to. This strategy allowed us to locate, through a referral of one of these client was hoping to find individual subject matter experts, the candidate who was ultimately brought on for the role. Successful Placement #3 — Security Test Architect Description: Dallas/Fort Worth International Airport requires a dedicated security test architect to drive web application security and secure DevOps processes throughout the DFW ITS organization and establish secure coding practices used by development teams across the company; specifically, in support of ITS Projects to centralize as a one source tracking. This position is critical to establishing and maintaining secure systems while simultaneously promoting a culture of rapid and reliable software across DFW. Responsibilities are to work with the web application team which enables the development of secure and reliable applications; work with the Security Vulnerability management team to develop an understanding of business objectives, application architecture, and functionality of the projects they are assigned to; collaborate with software development leaders to establish metrics that demonstrate security proficiency across all major development teams; identify potential threat vectors in software applications and cloud architecture that could be used by attackers and cause disruption or a potential data breach; demonstrate security leadership across the DFW organization; work with Vulnerability Management Security team members to ensure all software vulnerabilities are tracked, remediated and retested; lead the development of automated test scripts which are incorporated into the software development lifecycle and are effective at identifying potential software treats and configuration vulnerabilities; ensure processes associated with application security and cloud security of key systems are documented, maintained, and archived; collaborate with development and operations teams to develop the standards for web application security, cloud security, and mobile app security; lead security assessments of critical company infrastructure and applications as needed; and work closely with QA Test team on day to day basis on issue fixing and also involve Other duties as required with Security Team. .Qualifications: BS in Computer Science Engineering, Cyber Security or equivalent; 5+ years overall experience in software solution implementation; experience in static and Dynamic code analysis; working experience in DevSecOps environment; certification or expertise in Appian, PHP, application scanning tools; expertise in cloud computing technologies, business drivers, and emerging computing trends; working knowledge of the SDLC process; working knowledge in BurpSuite, Nessus, IBM Appscan, Kali Linux; working knowledge RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 55 with AGILE development, SCRUM and Application Lifecycle Management (ALM) with multiple programming languages like Appian Limited number of local Located a candidate that had grown up in the Dallas area and was open candidates to returning to Dallas for this role. 4.1.9.7 Desktop Support and Helpdesk Successful Placement #1— Desktop Support Technician Description: Description: The Information Management Department of the Naval Hospital Twentynine Palms (NHTP) requires DOD -certified IAT-Level II desktop support personnel to support NHTP and its satellite facilities in China Lake and Bridgeport, CA. Support requires organization and prioritization of daily support for NHTP's entire area of responsibility, as well as creation and maintenance of best performance practice documents, including configuration guides, placement diagrams, wiring schemes, maintenance logs, equipment databases, and operating procedures to capture and immortalize best practices. Qualifications: Security+, Windows 7, favorably adjudicated background investigation prior to start. Locating qualified personnel Contacted the local Warriors to Work (AW2) IT Specialist program, which with existing, valid trains and certifies recently separated military personnel in IT specialties. certifications near the work As such, all personnel obtained through AW2 possess relevant site or willing to commute to certifications. the work site Processing time for Because security clearances can be reactivated within two years of background investigations separation, we partnered with local AW2 office to identify local, recently discharged IT resources. Successful Recruitment #2 — Desk -Side Support Supervisor Description: The City of Charlotte, NC requires desk -side support technicians, as well as a dedicated desk -side support supervisor to serve as the next escalation point in the event a technician is unable to resolve an issue within SLA parameters. Responsibilities, in addition to those of standard technicians, include generating and reviewing performance metrics to confirm that technicians are equipped with the appropriate knowledge and skills to handle City user's IT -related problems or issues; helping to identify problem trends and recommending solutions to improve user service and better meet user and system needs; providing training and guidance to other staff on support procedures and new applications relative to daily operations; and establishing training paths as needed to achieve high performance. Qualifications: 6+ years' experience in a service environment; 4-6 years' experience in a desk side support environment, performing desk side support and troubleshooting tasks without supervision; demonstrated proficiency in solving user issues of high complexity; Dell and HP certification within 6 months of employment. RFP No. 20-124 Information Technology As -Needed Professional Services Page 156 Locating a resource with the We were able to re -attract a desktop supervisor who had left the City of right mix of skills and Charlotte to pursue a supervisory role. This candidate, once contacted by experience that was within us, was eager to bring her relatively newly acquired supervisory / lead the price point dictated by skills back to the City of Charlotte at an acceptable rate. our contract. Successful Placement #3 — Help Desk/Desktop Support Specialist Description: The Southern California Regional Rail Authority requires personnel to provide phone -based customer support, issue logging and issue management; end -user support, assistance and mentoring on the use of office technologies including desktops, laptops, mobile devices and peripherals, along with various software and utilities in use in the end - user environment; Windows XP/7 desktop troubleshooting and support; desktop software installation, troubleshooting and support (MS Office, MS Access, Adobe, printers, peripherals and drivers); portable device configuration, troubleshooting and support (cell phones, tablets, etc.); general user support (coaching and mentoring on the use of technology, computing devices and interfaced devices); general LAN administration, troubleshooting and support (IP configuration, local domain administration, printers, file shares, access issues, etc.). Qualifications: Microsoft Certified Systems Engineer, A+ certification, Network+ certification, Compaq, IBM and Toshiba certifications Combination of educational Identified resources that possessed all certifications except for the and vendor certifications Toshiba requirement. We worked with the client to onboard the resources assuring the client we would have the resources enroll in the Toshiba course and Intratek would pay for the certification to be completed while the technicians were on assignment. This resulted in successful placement of several resources. 4.1.10 Methods to Identify Potential Candidates [RFP VI.F.4.x] Our recruiting and candidate screening process, along with our formal hiring policies and procedures, has been successful in capturing, placing, and retaining the personnel needed to serve our clients promptly and maintain an in-depth resource base. Our recruiting process and procedures were developed with flexibility in mind so that our recruiting, retention, training, and compensation programs can be modified to best support the needs of the City. Exhibit 4-6 outlines our proven process. RFP No. 20-124 Information Technology As -Needed Professional Services Page 157 {Redacted} RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 58 {Redacted} RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 59 {Redacted} 4.1.10.1 Background Investigations {Redacted} RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 60 {Redacted} 4.1.11 Methods to Match Candidate Qualifications to Requirement [RFP VI.F.4.xi] {Redacted} 4.1.12 Methods to Assess and Confirm Candidate Qualifications [RFP VI.F.4.xii] {Redacted} 4.1.13 Methods to Establish Candidate Availability [RFP VI.F.4.xiii] {Redacted} 4.1.14 Staff Evaluations [RFP VI.F.4.xiv] {Redacted} 4.1.15 Staff Training Opportunities [RFP VI.F.4.xv] {Redacted} RFP No. 20-124 Information Technology As -Needed Professional Services Page 161 I ONE 4.1.16 Maintenance of Technology Knowledge and Skills [RFP VI.F.4.xvi] {Redacted} 4.1.17 Retention Program [RFP VI.F.4.xvii] {Redacted} RFP No. 20-124 Information Technology As -Needed Professional Services Page 162 RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 63 4.1.18 Conversion to City Employee [RFP VI.F.4.xviii] The highest compliment we can receive is having one of our client -based staff permanently hired by the client. This reinforces our philosophy that listening to our clients and understanding their needs by providing the best qualified candidates is a basis of our success. We support our clients in their employment efforts and encourage our employees to accept their offers. We help ensure a smooth and seamless transition after any agreed -upon conversion period should they choose to follow a career path with the City. The City has the option to hire Intratek personnel subsequent to a period of six months full- time assignment without incurring any fees. However, should the City wish to hire Intratek personnel prior to the six-month wait period, Intratek can place the candidate with the City for a 15% fee of their annual compensation. RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 64 5A]y 9L7F pR4ti Jl� r 0 010 lJOK f°1jO �°1o0s�0JQ1 Ol1° _4/7100 -410 10lX/�O ``" L 1 s `'�10101111 � 1110011 0 0010 10 0 ,,v1�U1010 0111 IN 5.1 Cost Proposal [RFP VI.F.S] 5.1.1 Estimated Rates Based on Current Engagements Representative estimated hourly rates provided in the table below are based on current engagements and industry experience within the last three years. Bill rates provided to the City may vary based on actual requirements to include experience, education, certifications and technical profiles subject to negotiation and City approval upon service request. EngagementEstimated Estimated Minimum Hourly Rate Hourly Rate •(Onsite) Hours Application & Development Services Systems Analyst $78.00 $78.00 N/A Programmer/Developer .NET-C#, VB.NET $102.00 $102.00 N/A Web Developer (.NET/PHP) $93.74 $93.74 N/A $97.60 N/A $75.00 N/A Database Administrator MS SQL, Oracle)_ Document Imaging Application Specialist (Laserfiche) Business Intelligence Specialist $97.60 $75.00 $123.60 $123.60 N/A Mobile Applications Developer (iOS & Android OS $85.00 $85.00 N/A Project Management & Business Analysis IT Business Analyst (with municipal government experience) Project Lead (for deployment of purchased software a plication) Technology Consultant (for specialized applications i.e. Lawson, HighLine, etc. $86.73 $86.73 N/A $118.45 $118.45 N/A $124.13 $124.13 N/A System Evaluation & Selection Consultant $98.00 $98.00 GIS Services GIS Administrator $58.50 $58.50 N/A GIS Specialist $46.82 $46.82 N/A GIS Intern $35.00 $35.00 N/A Network & Telecommunications Services Infrastructure Architect $123.00 $123.00 N/A Network Engineer Cisco $95.48 $95.48 N/A Network Security Engineer (Cisco/Fortinet) $115.60 $115.60 N/A Network Specialist -LAN Administrator Cisco $78.75 $78.75 N/A Wireless Infrastructure Engineer (Aruba) $90.00 $90.00 N/A Telecom VOIP Administrator (Mittel/Shoretel) $85.00 $85.00 N/A Telecom VOIP System Engineer (Miltel/Shoretel) Data Center & Opera ions Systems Architect & Engineer $117.75 $117.75 N/A Systems Administrator MS Windows Server $80.00 1 $80.00 N/A RFP No. 20-124 Information Technology As -Needed Professional Services Page 166 e o e o 0 0 0 0 0 a e Cost Proposal 5.1.2 Markup Percentages A careful analysis of the RFP enabled Intratek to structure pricing that is most advantageous to the City and allows maximum performance by Intratek and on -site personnel. Intratek's markups were calculated specifically for this contract and are based on actual financial data and sound projections. Proposer Found Resource * To be determined at acceptance of candidate **This markup is inclusive of Intratek's standard overhead, G&A, and fee, but does not include fringe benefits (described in Tab 4, 4.1.17, Retention Program [RFP VI.F.4.xviij, on page 62). Fringe benefits will be negotiated at the time of City selection and offer. The actual cost of fringe benefits will be calculated and added to the markup. This pricing method provides flexibility to employees to select benefits to match their needs, and also provides the City with the flexibility to acquire resources within their budget. RFP No. 20-124 Information Technology As -Needed Professional Services P a g e 1 67 C A ,ZFOg Q �f,/J p0 1 OKpp�s pp Q � ,Io,�1000�1�1010n /pppl J //` o o O 0V0 +1� C ! / 7 rwrlmm���� _- D - .. sYs i-t�5 4� 1��r✓ k 1 ✓.� L i' .. �j716 �C-5 6.1 Certifications [RFP VI.F.6] 6.1.1 Attachment A: References {Redacted} RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 69 CITY OF SANTA ANA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days excluding Saturdays. Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Title President/CEO Date 21 November 2020 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 U CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Sig State of California, County of Subscribed and sworn to (or affirmed) before me on this day of 20 , by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me_ Notary Public Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of35 CALIFORNIA JURAT WITH AFFIIANT STATEMENT GOVERNMENT CODE § 8202 XSee Attached Document (Notary to cross out lines 1-6 below) Cl See Statement Below (Lines 1-6 to be completed only by document signer[s], not Notary) Signature of Document Signer No. 1 Signature of Document Signer No. 2 (if any) A notary public or other officer completing this certificate verifies only the identity of the in=whosigneddocument to which this certificate is attached, and not the truthfulness, accuracy, or validity o State of Califomia County of rmhaz Ij #K MBERLY WHEELER a Commission No. 22&VWM1T MMMY PUBLIC-CAtIFaaA ti SM WFO&AROMlo CAXA ar My Comm Ewws MARCH 21, 2023 0 Subscribed and sworn to (or affirmed) before me on this 20 day of N��-C-M , 20 by Date Month Year (1) XY�11 �Y) Name(s) of Signer(s) proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. SignatureKtrl�jhk�ll bhA Sign re of Notary Public Seal Place Notary Seal Above OPTIONAL Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document , Title or Type of Document: Yl — l� 511�Y1 Q1i I Document Date: Number of Pages,: Signos) Other Than Named Above: �1 02014 National Notary Association • www.NationaiNotary.org • 1-800-US NOTARY (1-800-876-6827) Item #5910 CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and t at all such subre pients shall certify and disclose accordingly. Signed;4� k 1 Title: Presiden /CEO Firm: Intratek Computer, Inc. _ Date:12=�_p} - THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 information Technology As -Needed Professional Services Page 33 of 35 (Z) CITY OF SANTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 Information Technology As -Needed Professional Services Page 34 of 35 �J CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Drder 11246 of September 24, 1965. so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with; litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended. no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Secti is subject to all the penalties imposed for a violation of the Chapter. Signed: ` r Title: President4CE0 Firm. Intratek Computer, Inc. Date /2--0 2_�) THIS FORM MIDST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE, RFP No. 20-124 Information Technology As -Needed Professional Services Page 35 of 35 p0 1 U L . ., f�o��,fo�<�o10101001 oola �1 s p a � ;��oo;�`�fol000l0 010 0� a pDl � ,1of�s000�l�1 01� olo ppl o0p OC ool ol OU 7.1 References [RFP VI.F.71 Three references for current public agency customers are provided in Attachment A, included in this proposal in Tab 6, Attachment A: References. Each reference was carefully chosen for relevancy, described in Exhibit 7-1. Complete descriptions of the services provided to each reference are in Tab 3, 3.1.5, Recent Significant Engagements [RFP VI.F.3. v], on page 16. We are proud of our achievements and contributions; we encourage the City to contact our references who will confirm that we are a responsive, reliable and professional business partner with a record of providing capable, productive and skilled personnel. Exhibit 7-1: Relevance of References. Intratek has vast experience providing similar services to local government and public agencies. ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ RFP No. 20-124 Information Technology As -Needed Professional Services Page 1 77 OJ 0 ,v%�1f°oofo�lo 1� a l pp 010 01 ou.-* JOK ��011100 �f�f4�Qp0111 >�yr�ed10101111 00101001 8.1 Evidence of Financial Capacity [RFP VI.F.81 Consistency, stability, and resilience are evident throughout our company and play a major role in Intratek's financial capacity to fully perform the services described in the RFP. Intratek has a sound financial standing and is well prepared to support the City's IT As - Needed Professional Services contract. Specifically, we can support all associated expenses over a ninety (90) day period. A recent report from Dun and Bradstreet Credibility Corp, which will be provided to the City for review upon request, demonstrates Intratek's financial condition is strong. Our DandB Business Risk rating is LOW. The same report states: Dun and Bradstreet Thinks... O Overall assessment of this company: VERY STABLE CONDITION O Based on the perceived sustainability of this company: STRONG LIKELIHOOD OF CONTINUED OPERATIONS O Based on the payment behavior of this company: VERY LOW POTENTIAL FOR SEVERLY DELIQUENT PAYMENTS Intratek is a financially stable company with the financial strength and stability to support the City. To maintain financial stability and confidence in the operational efficiency of the company, Intratek employs two important philosophies: risk management and transparency. Risk management is our first line of defense to maintain the financial stability of our company. Our risk management approach is based on the philosophy that the single most critical element in IT services is high -quality personnel with a firm commitment to Intratek and our clients. We take extra care during the recruiting, screening, and hiring of personnel. For our organization to remain financially stable, it is imperative we believe in and stand behind our word and that our clients are confident in the services we provide. Transparency is the key to solid company financial practices and governance. We place great emphasis on the quality and integrity of our financial practices and employ high - quality accounting standards and procedures in preparing our financial statements and assuring their accuracy. We have an independent CPA firm review our financial statements annually, which can be provided to the City upon request. Our accounting system has been audited and certified by the Defense Contract Audit Agency and we have a $1.5 million line of credit; our bank has provided written confirmation of such, which can also be provided to the City for review. RFP No. 20-124 Information Technology As -Needed Professional Services Page 179 00J l,Io��o,0�01o1o1Io1 o p1O 111 p pl 0 lo,�r000�111 0l0 0l0 pOl q oo C -1p1p11 ZJ OU g�lNo v aaa__� 1 � ' 9.1 Insurance [RFP VI.F.91 Intratek's existing insurance policies meet and exceed the minimum requirements stated in RFP Exhibit A.6. — Insurance. Upon notice of intent to award, a certificate of insurance will be forwarded to the City with the City of Santa Ana identified as an additionally insured. RFP No. 20-124 Information Technology As -Needed Professional Services Page 181 EXHIBIT B REQUEST FOR PROPOSAL NO. 20-124 REQUEST FOR PROPOSALS (RFP) NO. 20-124 FOR Information Technology As -Needed Professional Services CITY OF SANTA ANA Information Technology Department Jack Ciulla Chief Information Officer Phone: (714) 647-5381 Email: jciullat�santa-ana.org KEY RFP DATES: The schedule below is tentative and subject to change at the discretion of City, with appropriate notice to prospective Proposers. Issue Date: Deadline for Questions about RFP proposal Due Date: Review of Proposals: Projected Award Date: October 26, 2020 November 9, 2020 November 24, 2020, by 4:00 PM on or about November 24 — 30, 2020 on or about December 2020 (9) CITY OF SANTA ANA RFP NO. 20-124 FOR Information Technology As -Needed Professional Services TABLE OF CONTENTS PAGE I. BACKGROUND 3 II. PROJECT PURPOSE 5 III. SCOPE OF SERVICES 5 IV. TERM OF AGREEMENT 8 V. RFP SCHEDULE OF EVENTS 9 VI. RESPONSE TO RFP 10 VII. SELECTION PROCEDURES & CRITERIA 15 Vill. WITHDRAWALS 16 IX. PROTESTS 16 X. GENERAL TERMS AND CONDITIONS 16 XI. AWARD OF AGREEMENT 21 XII. IMPLEMENTATION 21 EXHIBIT A — SAMPLE AGREEMENT 22 ATTACHMENT A — REFERENCES 30 ATTACHMENT B — PROPOSER'S STATEMENT 31 ATTACHMENT C — NON -COLLUSION AFFIDAVIT 32 ATTACHMENT D — NON -LOBBYING CERTIFICATION 33 ATTACHMENT E — NON-DISCRIMINATION CERTIFICATION 34 RFP No. 20-124 Information Technology As -Needed Professional Services Page 2 of 35 (9) CITY OF SANTA ANA BACKGROUND A. The City of Santa Ana (the "City"), incorporated in 1886, is located in Orange County, California, which is considered to be one of the top growth areas in the state, as well as in the country. The City currently occupies a land area of 27.2 square miles and serves a population of approximately 338,000. The City of Santa Ana is a full service City of approximately 1050 full-time and 510 part-time employees with twelve (12) agencies (departments). The City Council is composed of an elected Mayor and six (6) Council Members. B. INFORMATION TECHNOLOGY DEPARTMENT The City's Information Technology Department (ITD) is comprised of a group of 24 employees that includes the Infrastructure and Applications divisions, as well as the Administration and Technology Support units. The team is augmented through various professional services agreements which provide staffing and managed services. The departmented is headed by the Chief Technology Innovations Officer, who serves as it director and reports directly to the City Manager. The combined team of employees and contractors serve as a centralized IT organization to support the technology needs of the entire organization. (The Police Department has a small group of direct employees who provide desktop support and specialized application support for that department). The City is currently contracted with several vendors, under the staff augmentation service model. These contracts are set to expire on February 6, 2021. Other agreements with vendors for managed services are set to expire are various future dates. The City recognizes that the staff augmentation model is only one model of providing IT services. Different models are also used by the department, when beneficial to the organization. However, This RFP only relates to the agreements related to staff augmentation portion of IT services. C. CITY IT ENVIRONMENT There are more than 23 facilities throughout the City of Santa Ana that are serviced by ITD. These include City Hall, Ross Annex, Parks, Community Centers, 2 Libraries, and Police Headquarters. The ITD is located in City Hall, but supports all locations. The ITD coordinates services with the PD IT organization. 1. Data Centers The City currently has two data centers housing IT infrastructure: City Hall and Police Headquarters. There are approximately 1,500 users, employees and contractors, supported either on -premise or remotely through VPN. 2. Network and Telecom The City's network environment consists of 115 Cisco switches, 20 Aruba Switches, 297 Aruba wireless access points, 5 Aruba WiFi controllers, 7 Cisco routers, 3 Fortinet firewalls, 3 Cisco firewalls, and numerous video cameras. The City also operates a Mitel VOIP phone system with more than 1,100 users. The phone system utilizes 5 PRI circuits for City Hall and remote locations and 54 PRI circuits for PD. RFP No. 20-124 Information Technology As -Needed Professional Services Page 3 of 35 (9) CITY OF SANTA ANA 3. Server Administration The City's server environment consists of 57 physical HP servers and 321 virtual (VMWare) servers, 142 TB of HP 3PAR FC storage, and 816 TB of iSCSI PD VSS storage. The City utilizes Commvault, Barracuda and Veeam to backup all of the City data. 4. ERP Applications The City operates a number of enterprise -wide software systems including the Infor Lawson Financial Management, Neogov High Line Human Resource/Payroll, MHC Document Express, and the Questica Budget systems. 5. Specialized Applications The City also operates numerous specialized applications that are primarily used by one or two departments. These systems include SAPIN Land Management and Permitting, enQuesta Customer Information (utility billing), Business Tax and Licensing, Dog Licensing, Civic Plus CivicRec class and recreation scheduling, DataTicket parking citations, Qmatic queuing and appointment scheduling, Happy Software Housing Pro, iNovah cashiering, Cherwell IT service management and many homegrown custom systems. The City is also in the process of implementing a new Advanced Meter Infrastructure (AMI) system, Meter Data Management (MDM) system, and is in the process of selecting a new land management system. 6. GIS and Asset Management The City's Geographic Information System (GIS) allows for the collection, storage, and management of spatial data. The City supports several GIS-related applications include ERSI ArcGIS, CityWorks Asset Management, and Tyler MyCivic work management and mobile app. 7. Content and Collaboration The City operates several applications that facilitate the management of content, records, and collaboration of information. These systems include the Drupal Internet content management system, the intranet site, Laserfiche enterprise content management, and Granicus meeting management. 8. Technology Support Services The City's environment consists of more than 2,000 personal computers and laptops, more than 500 mobile devices including phones, cellular hotspots, and tablets. The Technology Support Services group provides help desk services, desktop support services, provides management of IT assets, supports smart conference rooms, and provides support for City meetings. The Chart 1, below, depicts the functional organization of the Information Technology Department. RFP No. 20-124 Information Technology As -Needed Professional Services Page 4 of 35 (9) ON • FkfF, Qrck ■ Pesk!14nIt MOP% ■ Farr psxKt'+ Prin[ers • IT AmaT INsllegnn"I mmogr rT Scrder FAafuganw,nT 3yslrm JITSTutj Lhot Ck-Jaup App Tr■In" + Net1++Ptk Qpel'�1am � Cy6crxKLr{L}r Wireless Inh�slruCtur� and Aram Rolnts • Interne[ CoAfleelluity r F trrw■Ir ■nd IPS VPN euxtx Tdrerxn iWTTU Shcrrlrll Imb elha vi ke I,rn{kW Cbrordn5 CITY OF SANTA ANA VaLK rn[cr insnapment Pyslcq) a V h I Wd Servers lr rftTs1uagC eatkup Mlanserft*0 i mall syrst" rdminislral [an OlrMUNN kcwkl4 I kylet! luaw arrQUML ■ inreffket WLd Imranet confirm M1#nr7 M" `+0*m XWJ ' �I#fe'pdnt • Lrtseslwchr sy}tlpm Chart 1 — Information Technology Department (ITD) Information Technology department Functional Organization Chart • l4rrd • £SRJGIS ' Flnmwial Manowniet • inlerWKe A%wt mjrwgmrnl $yo'RI�-` P[M1 M9naRMlkn1 JINION I4Iw,nht • Luatw" Sy7lmif[ W11 ■ �glrR''w ll InkWnl#l.on • G*4nl4ria4es �NlKd5m PNh Line) Syslnnk �(K) . Chti syskpm ' i14nesi 1UPO &W U19lra[ Jlslrlfigenre iLBlj • tkprnearl<itas . Fnµinrering ' Do-wnkemExprm aysSrms syslerm WWI Caihlllrargl . {IaaplagLh• • Pcraaq[srls�yslem► ym— n t sgsit+n U rary iysacnn • EVA Warms • Legal xystr+m • PAAM (. Rear -Won W"erns • MA 5y%tH111 II. PROJECT PURPOSE The City of Santa Ana is seeking a qualified firm(s) that can provide a broad range of Information Technology (IT) support, maintenance and new project consulting for its various departments. Services will be requested for an as -needed duration and charged on an hourly - basis. III. SCOPE OF SERVICES A. GENERAL REQUIREMENTS 1. IT Service Provider(s) management will be expected to work in conjunction with City IT Management in order to provide effective day-to-day management of work activities and tasks of their staff, manage their leave requests, provide replacement staffing (if requested by City) and manage the onboarding/off boarding of their staff. 2. IT Service Provider will be responsible for all payments and benefits for their personnel placed on assignments with the City, including payroll, taxes, other withholding, vacation, other benefits, etc. RFP No. 20-124 Information Technology As -Needed Professional Services Page 5 of 35 (9) CITY OF SANTA ANA 3. IT Service Provider(s) shall provide for on -site support between the hours of 7:30 am to 5:30 pm Monday through Friday or alternative hours as requested or approved by City IT Management. Service provider staff may be required to occasionally be on -call and provide after -hour services. After -hour work may also be required during scheduled maintenance windows and Service Provider staff may be requested to flex their hours. 4. All IT Service Provider personnel must wear a visible identification badge or clothing when at City facilities, identifying staff members as employees of the IT Service Provider. The City maintains the right of refusal for staff deployed to City facilities by the IT Service Provider. 5. IT Service Provider will be responsible for the conduct of any temporary contract service personnel placed with the City. If, at the sole discretion of the City, a temporary contract service person is determined to be unsatisfactory for any reason, the Proposer will withdraw the individual upon notification by the City. The City will not be charged for the period of unsatisfactory service. 6. IT Service Provider personnel will utilize the City's IT Service Management System (ITSM), currently Cherwell, for managing work service and change requests. 7. City will provide reasonable office space and furnishings for IT Service Provider personnel. The City may also provide an office phone if necessary. IT Service Provider will be responsible for any toll calls made by the contractor that are not made on behalf of the City. 8. The City does not provide onsite parking. IT Service Provider or their staff are responsible for any offsite parking expenses that are required. 9. IT Service Provider is responsible providing their personnel with all equipment, software, and office supplies necessary for their staff to perform their duties. This includes computer equipment (PC, laptop, monitor, etc.) and cell phone. The City will provide a base image for computers that meets City -security protocols and will allow network connectivity to IT Service Provider personnel. IT Service Provider will delete all software and reimage the computer when it is no longer used for City of Santa Ana business. 10. City will provide IT Service Provider personnel with reasonable access to City staff as necessary and appropriate to for IT Service Provider to fulfill its obligations. In order to facilitate reasonable access to City staff, IT Service Provider personnel may be issued City email accounts, phone extensions, and badges that provide access within City facilities. 11. IT Service Provider personnel must have a Live Scan background check performed by the Department of Justice prior to being placed at the City. (See section X.F.) 12. The City will pay only straight time (i.e. no increase in effective hourly billing rate) for all hours worked. Overtime will be considered as any time in excess of the City's scheduled work week. The City will pay only for hours in excess of a normal schedule when authorized in advance by the City's Information Technology Director or a designated manager and then only at a straight time rate. 13. The City does not provide compensation for temporary technology contract service personnel or technology consultants for holidays unless they are required to work on a City holiday and their work time has been prior approved by the City's Information Technology Director or a designated manager and then only at a straight time rate. The following are City Holidays: RFP No. 20-124 Information Technology As -Needed Professional Services Page 6 of 35 (9) CITY OF SANTA ANA • New Year's Day • Martin Luther King Jr. Day • Presidents' Day • Memorial Day • Independence Day • Labor Day • Thanksgiving Day (2 days) • Week between Christmas and New Years (dates vary) B. SERVICES BEING SOUGHT The City seeks IT Service Provider(s) to provide personnel with specific technology skills to perform assignments of varying lengths. Multiple pre -approved IT Service Providers may be contacted to propose resources and a quote for a requested assignment/project. In response to requests from the Information Technology Department, the IT Service Provider(s) shall: 1. Research their roster of personnel and/or recruit for potential candidates. 2. Screen available candidates in order to match technology skills and work experience with requirements of the City job assignments. 3. Confirm candidate qualifications including technology skills, experience, work habits, interpersonal skills, quality of work performed, reference checks, etc. 4. Confirm candidate availability for the City assignment. 5. Provide the City with resumes of screened qualified candidates (identifying skills, work experience and education) and their hourly bill rates. 6. Upon the City's conditional acceptance of a candidate, conduct required background checks (See section X.F.). 7. After a candidate has been accepted but prior to beginning the engagement, inform the candidate on the standard of conduct required of those working with the City and brief the candidate on pertinent business procedures (e.g. time reporting, requesting time off, personnel benefits, etc.) 8. After an engagement starts, work with City IT Management to determine staff member's duties and responsibilities. Provide monitoring of staff member's performance on a periodic basis to ensure their continuing fit with the City and the City's satisfaction. 9. There is no guarantee as to the number of times a Proposer will be used or the dollar amount that will be expended with them. C. DESCRIPTION OF TECHNOLOGY POSITIONS TO BE PROVIDED The skills and services will be needed in the technology categories of: • Application & Development Services • Project Management & Business Analysis RFP No. 20-124 Information Technology As -Needed Professional Services Page 7 of 35 (9) CITY OF SANTA ANA • GIS Services • Desktop Support & Helpdesk • Network & Telecommunications Services • Data Center & Operations • Cybersecurity Specific abilities required will vary depending on the operations and projects involved. Detailed identification of knowledge, skills, abilities, experience and education will be provided for each assignment with the City. Table 1, below, shows a sample of technology -related positions by category for which the City may seek Proposer(s) to provide contract service personnel. This list is not exhaustive or fixed. As the technology needs of the City change, the technology specialties sought will also change. This list does demonstrate the range and depth of technology fields and positions potentially sought by the City. Contract service personnel and consultants may be expected to perform other related duties not specifically detailed herein or in the City's pre -engagement description of the assignment (at the quoted rate) but that are generally within the scope of the job classification requirements for knowledge skills and abilities specified. Applications & Development Services • Systems Analyst • Programmer/Developer (.NET -C#, VB.NET) • Web Developer (.NET/PHP) • Database Administrator (MS SQL, Oracle) • Document Imaging Application Specialist (Laserfiche) • Business Intelligence Specialist • Mobile App developer (iOS & android OS) Project Management & Business Analysis • IT Business Analyst (with municipal government experience) • Project Lead (for deployment of purchased software application) • Technology Consultant for specialized applications (See Sections I.A.4 & 5 above, e.g., Lawson, HighLine, etc.) • System Evaluation & Selection Consultant GIS Services • GIS Administrator • GIS Analyst • GIS Intern Network & Telecommunications Services • Infrastructure Architect • Network Engineer (Cisco) • Network Security Engineer (Cisco/Fortinet) • Network Specialist — LAN Administrator (Cisco) • Wireless infrastructure Engineer (Aruba) • Telecom VOIP Administrator (Miltel/Shoretel) • Telecom VOIP System Engineer (Miltel/Shoretel) Data Center & Operations • Systems Architect and Engineer • Systems Administrator (MS Windows Server) • Data Center Engineer (HP servers, Win OS, VMware, HP SAN) Cybersecurity • Cybersecurity Engineer • Cybersecurity Analyst Desktop Support and Helpdesk • Tech Support Lead • Tech Support Specialist (Desktop) • Tech Support Intern Table 1 - Potential Technology Specialties by Category (Caution: List is not comprehensive) RFP No. 20-124 Information Technology As -Needed Professional Services Page 8 of 35 (9) IV. V. VI CITY OF SANTA ANA TERM OF AGREEMENT The term of the agreement is four (4) years. The City may, at its discretion, extend the agreement with the same or more limited scope of required services for up to one (1) additional two-year term, contingent upon direction of the City Manager. RFP SCHEDULE OF EVENTS Schedule below is tentative and subject to change at discretion of City, with appropriate notice to prospective Proposers. Issue Date: Monday, October 26, 2020 Deadline for Questions about RFP: Monday, November 9, 2020 Proposal Due Date: Tuesday, November 24, 2020, by 4:00 P.M. Review of Proposals: on or about November 24 — 30, 2020 Projected Award Date: on or about December 2020 RESPONSE TO RFP A. SUBMITTAL INSTRUCTIONS It is the responsibility of the Proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to the proposal due date and time. Proposals, including all required sections and forms, shall be submitted electronically via the City's Bid Management System, PlanetBids. No other form of submittal will be accepted. It is the responsibility of the Proposer to ensure that any proposals submitted has been uploaded to PlanetBids prior to this proposal due date and time. PlanetBids will not accept late bids and no exceptions shall be made. Proposers will receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their proposal was submitted successfully. The City will only receive and consider those proposals that were transmitted successfully. Submit proposal online at: http://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposer shall be solely responsible for informing itself with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer's sole risk and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992-1771. Questions of an operational nature may be directed to the City's assigned Project Manager. Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline. Proposals shall NOT be mailed or sent via telegraphic, electronic or facsimile means. RFP No. 20-124 Information Technology As -Needed Professional Services Page 9 of 35 (9) CITY OF SANTA ANA All notifications, updates and addenda will be posted online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal. B. COMMUNICATION / CONTACT WITH CITY STAFF Unless otherwise authorized herein, Proposers who are considering submitting a proposal in response to this RFP, or who submit a proposal in response to this RFP, are only to communicate with the assigned Project Coordinator(s), and no other City staff about this RFP from the date this RFP is issued until a contract is awarded. The City will provide all official communication concerning this RFP in writing via the City's Bid Management System, PlanetBids. General questions regarding this RFP may be directed to the City's assigned Buyer utilizing the City's PlanetBids system. The City will not be responsible for or bound by any oral communication or any other information or contact that occurs outside the official communication process specified herein, unless confirmed in writing by the designated Project Manager. C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS Questions regarding this RFP shall be submitted via PlanetBids by 4:00 PM on November 9, 2020. Responses to all questions will be posted on PlanetBids no later than the date and time shown at the schedule of key RFP dates above. All prospective Proposers are advised to visit PlanetBids on a regular basis as the responses may be posted earlier than the date above. No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP. D. ADDENDA Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City's PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. E. UNDERSTANDING PROPOSAL It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, or requirement of the RFP that the Proposer does not understand. Responses to inquiries, if they significantly change or clarify the RFP requirements or any aspect of the procurement process, will be forwarded by addenda to all Proposers. The City will not be bound by any oral responses to inquiries. By submitting proposals, Proposers assert that they have fully read the RFP and any addenda issued by the City, the proposed Contract and any other Contract Documents, and affirm that the terms and conditions stated therein are fully understood and are acceptable to the Proposer. Each Proposer RFP No. 20-124 Information Technology As -Needed Professional Services Page 10 of 35 (9) CITY OF SANTA ANA accepts the terms and conditions of the Contract Documents and indicates their ability and willingness to perform the requested services under such terms and conditions. Any exceptions to the terms and conditions set forth in the Contract Document should be clearly noted in each Proposer's proposal. Please direct all questions regarding the procurement process to: City of Santa Ana Finance & Management Services — Purchasing Division Stephanie Martinez, Buyer Email: SMartinez10(@santa-ana.orq Phone: (714) 647-5468 F. PROPOSAL CONTENTS Proposals are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Colored displays, promotional materials, etc., are not necessary or desired. Emphasis should be concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, and on completeness and clarity of content. Dividers and clear organization of content and material are encouraged. 1. Cover Letter Proposals shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity. Cover Letter shall not exceed one page. Cover letter must be addressed to the following: Jack Ciulla, Chief Technology Innovations Officer City of Santa Ana — Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 2. Agreement Statement Proposal shall include a statement outlining your concurrence or concerns with any and all provisions as contained in the Standard Agreement attached as Exhibit A of this RFP or with the General Requirements section (I II.A). 3. Firm and Team Experience Proposal shall include a profile of the firm's experience including the following: A general description of the firm, including size, number of employees, number of staff placed at client organizations, and any past or contemplated changes in ownership. ii. Name and contact information of the supervising Engagement and/or Resource Manager to be assigned to the engagement. iii. Resumes for the Engangement and/or Resource Manager(s) assigned to the engagement. RFP No. 20-124 Information Technology As -Needed Professional Services Page 11 of 35 (9) CITY OF SANTA ANA iv. A description of the firm's experience in providing similar services to those requested in this RFP with emphasys on other public -sector agencies. v. A list of the local office's most significant engagements in the last five (5) years, indicating whether they are public or private sector, and including scope of work, date, positions staffed for client, and name and telephone number of the client contact. 4. Supplemental Questions L Description of the major service offered by the Proposer's firm ii. List of acceptable invoicing frequencies. (i.e., weekly, bi-weekly, semi-monthly, monthly) iii. The number of years that the Proposer has been in the business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note and explain.) iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services v. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) viii. List of the types of technology specialties for which the Proposer provides temporary placements or consulting services. (For example, if you only provide consulting services for a specific product or skill -set, please specify.) ix. List of any unique qualifications and/or experience that distinguish the Proposer's ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services or qualifications. x. Description of Proposer's methods used to identify potential candidates RFP No. 20-124 Information Technology As -Needed Professional Services Page 12 of 35 (9) CITY OF SANTA ANA xi. Description of Proposer's methods used to screen candidates and to match their qualifications against the requirements of a City job assignment xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. xiii. Description of Proposer's methods used to establish candidate availability with respect to the project schedule of the City assignment Av. Description of proposer's process for conducting staff evaluations xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City xvii. Description of any programs and benefits provided by the Proposer to its personnel engaged with the City that ensure their retention for the period required by the City xviii. Confirmation that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g, After six months of placement, IT Service Provider personnel may be hired without any penalties, etc.). 5. Cost Proposal Complete these tables for each of the Technology Specialties listed in Section III.C, Table 1. For example, you may provide a System Analyst or a Network Engineer. Estimated Rates These rates are just estimates based on current engagements that you have. Actual rates will be quoted at the time of order placement per the process described in Exhibit A, Section 5. Add as many rows as necessary. Title Estimated Hourly Rate (Offsite) Estimated Hourly Rate (Onsite) Minimum Engagement Hours Markup Percentages This reflects the markup percentages used by your firm to when staffing Contract Service Personnel with the City. The first row reflects the markup if the Proposer(s) are asked to find a resource. Since this scenario requires additional marketing costs, it is expected the markup will be higher. The second row should reflect the markup if RFP No. 20-124 Information Technology As -Needed Professional Services Page 13 of 35 CITY OF SANTA ANA a resource has already been identified and no marketing is required. Furthermore, identify the different markup percentages between a W2 employee and Corp -to -Corp resource. Finally, estimate approximately how many hours would be necessary before the markup (and corresponding rate) would drop to that of the Identified resource markup percentage. These percentages should remain fixed throughout the entire term of the agreement, including optional renewals. Resource W2 Employee Corp -to -Corp Est. Hours Until Rate Type Markup % Markup % Drops to Identified Resource Markup % Proposer Found Resource Identified Resource N/A * To be determined at acceptance of candidate 6. Certifications (ATTACHMENTS) The following forms, included in this RFP, shall be signed and included as part of the proposal submittal package: • Attachment A: References Attachment B: Proposer's Statement Attachment C: Non -Collusion Affidavit • Attachment D: Non -Lobbying Certification • Attachment E: Non -Discrimination Certification 7. References Contractor shall provide three (3) references from public agency customers for which similar to services specified in this RFP have been performed, including contact names and telephone numbers, and types of services your firm has provided. Use Attachment A — References. The respondent grants permission for the City to contact any individuals listed as references. City may disqualify a Proposer if. - References fail to substantiate Proposer's description of services and deliverables provided; or • References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or • City is unable to reach the point of contact with reasonable effort. It is the Proposer's responsibility to inform the point of contact(s) of normal City working hours. RFP No. 20-124 Information Technology As -Needed Professional Services Page 14 of 35 (9) CITY OF SANTA ANA 8. Evidence of Financial Capacity Proposer may be requested to submit its most recent audited financial statement, evidencing Proposer's financial capacity to fully perform the required services, including provision of equipment and personnel expenses over a ninety (90) day period. If said financial statement does not reflect full ninety (90) day operational capacity, Proposer may include a letter of credit as evidence of supplemental capacity. 9. Insurance The selected Proposer shall provide the required evidence of insurance coverage as set forth in the standard agreement within ten (10) business days after receipt of Notice of Intent to Award. Contractor must maintain, for the duration of its contract, insurance coverages as required by the City. Subcontractors must comply with the City's insurance requirements as stated herein. Primary Contractor shall not allow any Subcontractor to commence work until all insurance required of Subcontractor is obtained. Additionally, Contractor shall provide the following insurance coverage: A warrant that the firm maintains a prudent amount of errors and omissions insurance that covers negligent acts and is applicable to the work requested in this RFP. Work on the contract shall not begin until after the awarded Contractor has submitted acceptable evidence of the required insurance coverages. VII. SELECTION PROCEDURES & CRITERIA A. The City will establish a proposal review committee, consisting of Information Technology Department staff designated by the Chief Technology Innovations Officer. The review committee will evaluate proposals based on the response to the RFP, which includes adherence to outlined directions and format, and the responses to the information requeseted above. B. Proposers will be ranked by the selection committee staff based on the following criteria: • Overall ability to provide the services based upon the responses to the RFP (25%) • Responses to Supplemental Questions (Section VI.F.4.) (25%) • Experience with similarly sized governmental agencies in providing the types of services outlined in this RFP (25%) • Responses to Cost Proposal (Section VI.F.5) (25%) RFP No. 20-124 Information Technology As -Needed Professional Services Page 15 of 35 „I) CITY OF SANTA ANA C. A final score will be calculated for each submitted proposal and used to rank Proposers. The City is under no obligation to accept any proposal and reserves the right to negotiate with respondents as to fees and terms. The City may reject proposals at its sole discretion. If a proposal fails to satisfy any requirements outlined in this RFP, it may be considered non -responsive and the proposal may be rejected. The City shall not be obligated to accept the lowest priced proposal, but will make an award in the best interests of the City of Santa Ana after all factors have been evaluated. Finance staff will recommend the top ranked consulting firm to the City Manager or City Council for award of contract. Vill. WITHDRAWALS Proposers are responsible for verifying all prices and information before submitting a proposal. Prior to the proposal due date, the Proposer or Proposer's representative may withdraw the proposal by providing written notice of the proposal withdrawal to the City Contact/Project Manager. Verbal or telephonic withdrawals are not permissible. IX. PROTESTS Proposers may file a "protest” to an RFP with the City's Purchasing Department. In order for a Bidder's protest to be considered valid, the protest must: Be filed in writing within five (5) business days of either the RFP issued date or before 5:00 p.m. of the 5th business day following the posting of Bid Results/Notice of Intent to Award Contract on the City's website; 2. Clearly identify the specific irregularity or accusation; 3. Clearly identify the specific City staff determination or recommendation being protested; 4. Specify, in detail, the grounds of the protest and the facts supporting the protest; and 5. Include all relevant, supporting documentation with the protest at time of filing. If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest is valid, the City's Purchasing Manager, or other designated City staff member, shall review the basis of the protest and all relevant information. The Purchasing Manager will provide a written decision to the protestor within ten (10) business days from receipt of protest. The decision from the Purchasing Manager, or her/her designee, is final and no further appeals will be considered. RFP No. 20-124 Information Technology As -Needed Professional Services Page 16 of 35 (9) CITY OF SANTA ANA X. GENERAL TERMS AND CONDITIONS By submitting a Proposal, the Proposer acknowledges that it has thoroughly examined and accepts the Terms and Conditions of this RFP as described below: A. AMERICANS WITH DISABILITIES ACT The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans with Disabilities Act of 1990 ("ADA"), 42 USC §§ 12101 et seq., and its implementing regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against persons with disabilities nor against persons due to their relationship to or association with a person with a disability. Any contract entered into by the awarded Contractor (or any subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph. B. CITY RIGHT TO REJECT The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RFP or otherwise. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any minor inconsistency, informality or technical defect in the proposal. C. CONFLICT OF INTEREST Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the City. This obligation shall apply to the Contractor; the Contractor's employees, agents, and Subcontractors associated with accomplishing work and services hereunder. The Contractor's efforts shall include, but not be limited to, establishing precautions to prevent its employees, agents, and Subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence City staff or elected officers from acting in the best interests of the City. Each Proposer must disclose any existing or potential conflict of interest relative to the performance of the contractual services resulting from this RFP. Any such relationship that might be perceived or represented as a conflict should be disclosed. The City reserves the right to disqualify any Proposer on the grounds of actual or apparent conflict of interest. No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded a Contract for the provision of services, the delivery of supplies, or the provision of any other related action which is required, suggested, or otherwise deemed appropriate as an end product of this Contract. Therefore, Contractor is precluded from contracting for any work recommended as a result of this Contract. D. CONTRACTOR'S EXPENSE Pre -Contractual Expenses: The City is not liable for any costs incurred by Proposers prior to entering into a formal contract. Costs of developing a response to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Pre -contractual expenses are not to be included in the cost proposal. Pre - contractual expenses include, but are not limited to, preparation of the proposal, submission of the proposal and additional information, attendance at pre -proposal RFP No. 20-124 Information Technology As -Needed Professional Services Page 17 of 35 (9) CITY OF SANTA ANA conference, negotiating any matter related to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date of award and execution, if any, of the contract. Other Expenses: The Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on City sites during the performance of work and services under this Contract. E. CONTRACTOR'S PROJECT MANAGER/KEY PERSONNEL Except as formally approved by the City, the key personnel identified in Contractor's proposal shall be the individuals who will actually complete the work. Changes in staffing must be reported in writing and approved by the City. The City shall have the right to require the removal and replacement of the Contractor's Project Manager and key personnel under the awarded contract. The City shall notify the Contractor in writing of such action. The City is not required to provide any reason, rationale, or additional factual information if it elects to request any specific key personnel be removed from performing services under the awarded contract. The City shall review and approve the appointment of the replacement for the Contractor's personnel. Said approval shall not be unreasonably withheld. Standards of Conduct: Contractor's personnel shall be courteous and maintain good working relationships with all stakeholders, state or outside agencies, other team members and staff within the City. Criminal Background Certification: Contractor certifies that all employees working on this contract have had a criminal background check at Contractor's cost and that said employees are clear of any sexual and drug -related convictions. Contractor further certifies that all employees hired by Contractor or Subcontractor shall be free from any felony convictions. City reserves the right to require Contractor to pay fingerprinting fees for personnel assigned to work in sensitive areas. F. BACKGROUND INVESTIGATIONS Unless exempted by the City, Proposer(s) will conduct a background check on each candidate (after the candidate's conditional acceptance by the City and prior to the start of any engagement with the City). Contract service personnel and consultants on assignment with or in support of the Santa Ana Police Department (SAPD) will be required to pass a SAPD background investigation prior to beginning work with SAPD. Full name, address, phone number, birth date, Social Security number and driver's license number must be furnished to the City upon request. An application for SAPD background must be completed by each prospective contract service person who will be providing on -site services to SAPD. G. COST PROPOSAL The price and amount of the Cost Proposal/Fee Schedule must have been arrived at independently and without consultation, communication, agreement or disclosure with or to any other Subcontractor, Proposer or prospective Proposer. Prices offered by Proposers in their proposals are an irrevocable offer for the term of the contract and any contract extensions. The awarded Contractor agrees to provide the RFP No. 20-124 Information Technology As -Needed Professional Services Page 18 of 35 (9) CITY OF SANTA ANA purchased services at the costs, rates, and fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees shall be payable to the awarded Subcontractor for implementation of their proposal. H. DATA RETENTION Contractor shall be responsible for retaining data, records, and documentation for the preparation of required items. These materials shall be made available to and as requested by City. All materials, documents, data or information obtained from the City Data files or any City medium furnished to Contractor in the performance of an awarded contract will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Contractor after completion or termination of this Contract without the express written consent of the City. All materials, documents, data or information, including copies, must be returned to the City at the end of the contract. All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall become property of the City. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. I. DRUG -FREE WORKPLACE The awarded Contractor certifies compliance with Government Code Section 8355 in matters relating to providing a drug -free workplace. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the contract or both, and the Contractor may be ineligible for award of any future City contracts. J. EXAMINATION Proposer represents that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City's objectives. Any attachments referenced herein or any interpretations, clarifications or amendments subsequently posted in relation to this RFP are fully incorporated. Any irregularities or lack of clarity in the RFP should be brought to the designated City Contact/Project Manager's attention as soon as possible so that corrective addenda may be furnished to prospective Proposers. Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to comprehend the complexity and risk of this contract, may be rejected. K. EXECUTION OF AGREEMENT Upon successful negotiations, the City and the selected Proposer will enter into an Agreement similar to that as shown in EXHIBIT 3 STANDARD AGREEMENT in the Appendix of this RFP. If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City reserves the right to select the next most qualified Proposer or call for new Proposals, whichever the City deems most appropriate. RFP No. 20-124 Information Technology As -Needed Professional Services Page 19 of 35 (9) CITY OF SANTA ANA L. JOINT OFFERS/SUBCONSULTANTS Where two or more Proposers desire to submit a single Proposal in response to this RFP, they should do so on a prime sub -consultant basis. The City intends to contract with a single firm and not with multiple firms doing business as a joint venture. Should the use of sub -consultants be offered, the Proposer shall provide the same assurances of competence for the sub -consultant plus the demonstrated ability to manage and supervise the subcontracted work. Sub -consultants shall not be allowed to further subcontract with others for work under the Agreement. The provisions of the Agreement shall apply to all sub -consultants in the same manner as the Proposer. The City reserves the right to reject, replace and approve any and all Subcontractors. All Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the prime Contractor and the City shall assume no liability of such Subcontractors. M. INDEPENDENT CONTRACTOR Contractor is considered an independent Contractor and neither Contractor, its employees, nor anyone working under Contractor will be considered an agent or an employee of City. Neither Contractor, its employees, nor anyone working under Contractor, will qualify for workers' compensation or other fringe benefits of any kind through City. N. LITIGATION STATUS Each Proposer must include in its proposal a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer's prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failure(s) to meet contract milestones or other contractual failures. O. NEGOTIATIONS The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, and the awarded Contractor's proposal, together with any modifications and clarifications thereto that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Contractor's proposal, and the awarded Contractor's proposal. Specific exceptions to this general rule may be noted in the final executed contract. Negotiations shall be confidential and not subject to disclosure to competing Contractors unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, the City reserves the right to negotiate a contract with another Contractor or withdraw the RFP. RFP No. 20-124 Information Technology As -Needed Professional Services Page 20 of 35 (9) CITY OF SANTA ANA P. PROJECT MANAGER The selected Proposer will assume responsibility for all services in its proposal. The selected Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement. Q. PROPOSAL VALIDITY Services, pricing, and warranties indicated in a Proposer's Proposal must be valid for a period of 90 days at minimum after the submission of the Proposal. R. PUBLIC AGENCIES Other public agencies, as defined by California Government Code Section 6500, may choose to use the terms of this Contract, subject to Contractor's acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency. S. PUBLIC RECORDS Proposals will become public record after the award of a contract unless the proposal or specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of any and all claims for damages caused by any release of the information. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. T. SUBCONTRACTORS Proposals in response to this RFP must identify any Subcontractors, and outline the contractual relationship between the Awarded Subcontractor and each Subcontractor. An official of each proposed Subcontractor must sign, and include as part of the proposal submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read and will agree to abide by the awarded Contractor's obligations. Any Subcontractor proposed after award of contract must be approved by the City before commencement of work. The City will look solely to the awarded Contractor for the performance of all contractual obligations which may result from an award based on this RFP, and the awarded Contractor shall not be relieved for the non-performance of any or all Subcontractors. XI. AWARD OF AGREEMENT Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful negotiation of final contract terms. A. EXECUTION OF AGREEMENT A standard agreement is included as Exhibit A — Sample Agreement of this RFP. "Proposer" will hereinafter be referred to as "Consultant" or "Contractor" in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documents and contents of the payment information packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 21 of 35 (9) CITY OF SANTA ANA XII. IMPLEMENTATION A. KICK-OFF MEETING A kick-off meeting will be held after award of contract. Contractor and its team will meet with City of Santa Ana staff to conduct introductions, discuss scope of services, and implementation process. B. NOTICE TO PROCEED Following the kick-off meeting, a formal Notice to Proceed (NTP) may be issued after the agreement is fully executed, and all insurance documents and contents of the Payment Information Packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 22 of 35 "I) CITY OF SANTA ANA EXHIBIT A SAMPLE AGREEMENT ❑HIS ❑ ❑R❑❑M❑❑ ❑ is made and entered into on tFis da❑of , 2020 b❑and bet ❑een FXonsultantEQ and t❑e Cit❑of Santa [Ina, a carter cit❑and municipal corporation orEhniC:d and eCistin❑under tCb Constitution and la❑s of t❑e State of California C❑CitCIID RECITALS ❑. On Cknuar❑ El� 2020, tCb Cit❑issued ReEbest for Proposal ❑o. 20-❑❑❑, b❑ ❑C3c❑it souFTt proposals from Ehalified firms to proEide in accordance []it[] B. B. Consultant submitted a responsiEk proposal tat ❑as selected b❑tCb Cit❑ Consultant represents tat Consultant is able and ❑illin❑to proCide suc❑serCices described in tCb scope of serCices tLk ❑as included in REP 11o.20-111111 C. In undertaC3n❑tEb performance of tEis ❑ CTeement, Consultant represents tat it is Eho❑ledCbable in its field and tat an[] serCices performed b❑ Consultant under tCis ❑C:teement []ill be performed in compliance El it ❑ suc ❑ standards as ma ❑ reasonabl ❑ be e ❑pected from a professional consultin ❑ firm in t Cl� field. NOW THEREFORE, in consideration of tCe mutual and respectiEb promises, and subject to tCb terms and conditions Cbreinafter set fort q t Cb parties a dee as follo ❑ s ❑ 1. SCOPE OF SERVICES Consultant sall perform t❑bse serC3ces as collectiCb1❑describe in ❑Obit ❑, t1b scope of serC3ces tCat []as included in RC4' ❑o. 20-❑ ❑ ❑, and ❑EEibit B, Consultant® proposal dated EEEUJ� 2020, bot❑ of ❑ Cic ❑ are attac Cbd and incorporated b []reference. 2. COMPENSATION a. Cit❑aCkees to paQ and Consultant aC:tees to accept as total padnent for its serCices tCb rates and carCbs identified in ❑EEibit B. ❑Cb total sum to be e❑pended under tJs ❑ C:teement sChill not e ❑ceed �durin❑tEe intial term of ttis 111:1eement. ❑ is amount is comprised of ❑❑tEb sum of and 12❑a 10❑ contin❑enc❑of up to for serEices as ma❑be performed b❑ Consultant at t❑e sole discretion of Cit❑ b. Pa Cinent b ❑ Cit ❑ s all be made ❑ it Can fort C:�fi Cb 145 ❑ da 13; follo Din ❑ receipt of proper in ❑nice eC3dencin❑ ❑or❑performed, subject to Cit❑accountin❑procedures. Paldnent need not be made for ❑or❑❑Ac❑fails to meet tCbstandards ofperformance set fort❑intEbRecitals ❑tic❑ma❑reasonabl❑ be e❑pected b❑Cit❑ RFP No. 20-124 Information Technology As -Needed Professional Services Page 23 of 35 (9) 3. TERM CITY OF SANTA ANA [Cis ❑ C:teement sall commence on [enter a Start Date or C3 Cb date first ❑ritten abo Cb mand terminate on EEEEEEEI-1 unless terminated earlier in accordance []it[] Section 14 belo❑. ❑Ce term of tEis ❑Ckeement ma❑ be e [tended for t ❑o additional E2 []one- Char periods upon a ❑ritin ❑ e Cecuted b ❑ t Lb Cit ❑ Mana Cbr and t Lb Cit ❑ ❑ttome ❑ 4. INDEPENDENT CONTRACTOR Consultant Sall, durin❑tEb entire term of tCls ❑ deement, be construed to be an independent contractor and not an emplo Cie of t Cb Cit ❑ El [is ❑ Ckeement is not intended nor s all it be construed to create an emplo ar- emplo Cbe relations Clp, a joint Cbnture relations lip, or to allo ❑ t Ce Cit ❑to e Cbrcise discretion or control o Cbr tLb professional manner in ❑C3c❑Consultant performs to serEices ❑C3c❑are to subject matter of tCls ❑deement❑ Cb ❑e Ckr, t a serCices to be pro Cided b ❑ Consultant sall be pro Clded in a manner consistent ❑it ❑ all applicable standards and relblations CbCbrnin❑suc❑serCices. Consultant Sall pa❑all salaries and ❑aCbs, emploCbr©social securit❑taCbs, unemploLment insurance and similar taLbs relatin❑to emploCbes and s1l ll be responsible for all applicable ❑it[Ibldin❑ta❑es. 5. OWNERSHIP OF MATERIALS El [is ❑ Ckeement creates a non-e Cblusi C� and perpetual license for Cit ❑ to cop q use, modifCJ reuse, or sublicense an ❑ and all cop Ili [Its, desi Ins, and of Cbr intellectual propert ❑ embodied in plans, specifications, studies, dra❑inE�, estimates, and ot[br documents or ❑orC§ of aut❑brsClp fiCbd in an❑tanC3ble medium of e❑ )ression, includin❑ but not limited to, pFF�ical dra❑ina or data maEheticall❑ or ot[br❑ise recorded on computer dis Cbttes, ❑ Clc ❑ are prepared or caused to be prepared b ❑ Consultant under t Cls ❑ Creement ®ocuments ❑ DataM Consultant sall relbire all subcontractors to aClee in ❑ritin❑tlat Cit❑is Granted a non- e CblusiCb and perpetual license for an❑Documents ❑ Data tEb subcontractor prepares under tCls ❑deement. Consultant represents and ❑arrants tEat Consultant as tlb le al ri[It to license an Iand all Documents ❑ Data. Consultant ma Cbs no suc ❑representation and ❑ arrant ❑ in re Card to Documents ❑ Data ❑ Cic ❑ ❑ere pro Cided to Consultant b ❑ t Ck Cit ❑ Cit ❑ s all not be limited in an ❑ ❑ a ❑ in its use of t 1b Documents and Data at an ❑ time, pro Eided tat an❑suc❑use not ❑itCln t1k purposes intended b❑tCls ❑ Cleement sall beat CitMI sole ris❑ 6. INSURANCE Prior to underta tin ❑ performance of ❑ or ❑ under t Cis ❑ C:feement, Consultant sall maintain and sall re Euire its subcontractors, if an CI to obtain and maintain insurance as described belo ❑ ❑ a. Commercial ❑eneral ❑iabilit❑Insurance. Consultant sall maintain commercial C�neral liabilit❑ insurance namin❑tlb CitQ its officers, emploE�es, a❑ents, Cblunteers and representatiCbs as additional insuredNL]and sall include, but not be limited to protection alitinst claims arisin❑ from bodil❑and personal injur1� includin❑deat❑resultin❑tCbrefrom and damaCb to propertq resultin❑from an❑act or occurrence arisin❑out of ConsultantCS operations in tEb performance of tCis ❑ Creement, including []it [:but limitation, acts inC:bl[in❑Lb licles. ❑Cb amounts of insurance s [all be not less tan t Cb follo ❑in lEgin Cle limit co Cora lb appl Gin ❑to bodil ❑ and personal injur q includin❑deat❑resultin❑t❑erefrom, and propert❑damalk, in t1b total amount of E1,000,000 per occurrence, ❑ it ❑ C2,000,000 in t Cb a CI:te Cute. Suc []insurances all Cd ❑name t Cb Cit Q its officers, emplo Cbes, a Cbnts, and representati Cbs as additional insured N CID 1 ❑ be primar ❑ and not contributor ❑❑it❑respect to insurance or self-insurance pro Clams maintained b❑tCb CitlInd Ci�❑ contain standard separation of insureds pro Clsions. RFP No. 20-124 Information Technology As -Needed Professional Services Page 24 of 35 "I) CITY OF SANTA ANA b. Business automobile liabilit❑insurance, or eEhiEldent form, ❑it❑a combined sinlle limit of not less t11n L4,000,000 per occurrence. Suc❑insurance sEall include coCbraEb for o❑ned, Cired and non-o ❑ned automobiles. C. ❑ or[erC�i Compensation Insurance. In accordance ❑it❑tEb proElsions of Section 3m0 of tEb [labor Code, Consultant, if Consultant Cas an❑ emploEees, is reEuired to be insured aEainst liabilit❑ for ❑orEerls compensation or to undertaLb self-insurance. Prior to commencin❑ tEe performance of tE� ❑or❑under tC3s 111feement, Consultant aEkees to obtain and maintain an❑ emploEbr[s liabilit❑insurance ❑it❑limits not less tE n EA,000,000 per accident. d. If Consultant is or emploE§ a licensed professional suc❑as an arcAtect or en Cineera'rofessional liabilit❑ @rrors and omissions[] insurance, ❑it❑ a combined sinde limit of not less tEan ❑1,000,000 per claim ❑it❑ E2,000,000 in tE� aEl:keEate. e. ❑ Cb follo Din [Ire Euirements appl ❑to t Cb insurance to be pro Cided b ❑ Consultant pursuant to t Cis section ❑ i. Consultant s Ca11 maintain all insurance re Ellired abo E� in full force and effect for tE� entire period coEbred b [It [is ❑ Ci7eement. ii. Certificates of insurance s Ehll be furnis Ced to t Cb Cit ❑upon e Cbcution of t As ❑ lieement and s Eall be appro Ckd b ❑ t ❑e Cit ❑ iii. Certificates and policies sEall state tEat tCe policies sE01 not be canceled or reduced in co Cora Cb or c [An Cbd in an ❑ of Cer material aspect ❑it ❑out t Cirt❑ [30 ❑da Cs prior ❑ritten notice to tCb Cit [I i ❑ ❑ Cbre t ❑e amounts or co ❑era Cb pro C3ded b ❑ t Cb certificates of insurance pro C3des co Cora Cb Cfeater t E n t Ebse listed b ❑ t Cis ❑ Cteement, t lb amounts pro frded b ❑ t Lb certificates of insurance s 1hlI be incorporated b ❑reference into t Cb ❑ 11eement. ❑ Consultant sEhll suppl❑Cit ❑ ❑it❑a full ❑eacuted additional insured endorsement. f. If Consultant fails or refuses to produce or maintain t Cb insurance re lbired b ❑t Cis section or fails or refuses to furnis❑tEb Cit❑ ❑it❑reEhired proof tEitt insurance as been procured and is in force and paid for, t ❑e Cit ❑ s EhlI La Cb t ❑e ri EEt, at t ❑e Cit EU� election, to fort mit ❑ terminate t C3s ❑ Cfeement. Suc ❑ termination s Ehll not affect Consultant ® ri Elt to be paid for its time and materials e 4ended prior to notification of termination. Consultant ❑ai ❑es t Cb ri E:Et to recei Eb compensation and a[Tees to indemnif❑t❑e Cit ❑for an ❑or❑performed prior to approChl of insurance b ❑t Cb Cit ❑ 7. INDEMNIFICATION Consultant aC:tees to defend, and sEall indemnif❑ and ❑bld Earmless tCb Citq its officers, aEbnts, emploEbes, contractors, special counsel, and representatiEks from liability ❑for personal injurEl dama[bs, just compensation, restitution, judicial or eEhitable relief arisin❑out of claims for personal injurEJ includin❑deatEJ and claims for propert❑ damaEb, ❑ C:ic ❑ ma ❑ arise from t Cb ne ❑i Cbnt operations of t Cb Consultant, its subcontractors, aCbnts, emplolkes, or ot[br persons actin❑on its beEalf ❑ C3c❑relates to tCb serEices described in section 1 of t Cls ❑ Ckeement Chnd 12 ❑from an El claim t Cat personal injur EJ damaCbs, just compensation, restitution, judicial ore[ bitable relief is due b ❑reason of tCb terms of or effects arisin❑from ttis ❑ Cteement. ❑tis indemnit❑ and ❑bld 11irmless aEteement applies to all claims for damaCbs, just compensation, restitution, judicial or e❑xitable relief suffered, or alleEbd to Eh lb been suffered, b❑reason of t❑e e❑ents referred to in tEis Section or b❑reason of tE� terms of, or effects, arisin❑ from tAs ❑Cteement. ❑E� Consultant furtCbr aEtees to indemnifli Cold Earmless, and pa❑all costs for tE� defense of tE� Citq includin❑fees and costs for special counsel to be selected b ❑ t Cb Cit E; re Cardin ❑ an ❑ action b ❑ a t Eird part ❑ c Callen Ein ❑ t Cb C lidit ❑ of t C3s ❑ Ckeement, or assertin ❑ t Eht personal injury damaCbs, just compensation, restitution, judicial or eEbitable relief due to personal or propert❑ RFP No. 20-124 Information Technology As -Needed Professional Services Page 25 of 35 (9) CITY OF SANTA ANA riffs arises b❑reason of tEb terms of, or effects arisin❑from tEis ❑Ckeement. Cit❑ma❑maEb all reasonable decisions ❑it❑respect to its representation in an❑leCh1 proceedin❑ 8. RECORDS Consultant sLkII Cbep records and inC:bices in connection []it[] tCe []or[] to be performed under tC3s ❑ Ckeement. Consultant s Ch11 maintain complete and accurate records ❑it❑respect to tEb costs incurred under tFis ❑ lieement and an❑serEices, eCpenditures, and disbursements c11trLbd to tEb Cit❑for a minimum period of tCA7ee 3 ❑ Gars, or for an ❑ Ion Cer period re Luired b ❑ la ❑, from t Cb date of final pa Ement to Consultant under t As ❑ Ckeement. ❑11 suc ❑ records and in ❑bices s Ca11 be clearl ❑ identifiable. Consultant s EhII allo ❑ a representati a of t1b Cit❑to eamine, audit, and mace transcripts or copies of suc❑records and an❑otE& documents created pursuant to tEis ❑CA7eement durin❑reEiilar business Lours. Consultant sEhII allo❑ inspection of all ❑orEj data, documents, proceedin❑s, and actiC3ties related to tEis ❑lieement for a period oftEkee BEGars from tE� date of final paEment to Consultant under tC3s ❑ Ckeement. 9. CONFIDENTIALITY If Consultant recei Cbs from tEb Cit ❑information ❑ Eic []due to t Cb nature of suc ❑information is reasonabl ❑ understood to be confidential andCbr proprietarq Consultant altees tC:ht it slall not use or disclose suc❑ information eE�ept in t[b performance of tEis ❑ Ckeement, and furtE& aC17ees to eE&cise t❑e same deEkee of care it uses to protect its o ❑n information of li ❑e importance, but in no e Cent less t E n reasonable care. CConfidential Information ❑ s 1hlI include all nonpublic information. Confidential information includes not onl ❑ ❑ritten information, but also information transferred orall Q Clsuall q electronicall Q or b ❑ of Cyr means. Confidential information disclosed to eitCbr part❑ b❑ an[] subsidiar❑ andCbr aLbnt of t❑e otEbr part❑ is co❑ered b❑ tEis ❑ C:teement. ❑ 1b fore Chin ❑ obli C�ations of non-use and nondisclosure s 1�h11 not appl []to an ❑ information t Chit Id ❑ Cris been disclosed in publicl❑alailable sourcesE[b❑is, tC:toumno fault of tLb Consultant disclosed in a publicl❑ aEhilable source❑lEis in ri[Itful possession of t❑e Consultant ❑itCbut an obliEhtion of confidentialitmCd❑is reEhired to be disclosed b❑ operation of la❑❑or C�❑is independendE de ❑eloped b❑ tE� Consultant ❑it❑but reference to information disclosed b❑tLb Cit❑ 10. CONFLICT OF INTEREST CLAUSE Consultant co Cbnants tat it presentl ❑ [as no interests and s lall not E3 Lb interests, direct or indirect, ❑ C3c❑ ❑ould conflict in an❑manner ❑it❑performance of serEices specified under tEis ❑ 117eement. 11. NOTICE ❑n❑notice, tender, demand, delilkrq or ot[br communication pursuant to tEis ❑11eement Sall be in ❑ritin ❑ and s Gill be deemed to be properl ❑ ti Con if deli Cored in person or mailed b ❑ first class or certified mail, postalk prepaid, or sent b❑fa❑or otCbr teleliapC3c communication in tEb manner proC3ded intEis Section, to t1k follo ❑in❑persons ❑ ❑o Cit CD Cler❑of tit Cit❑Council Cit❑of Santa [Ina 20 CiC3c Center Pla Eh EM-30❑ P.O. Bo❑1988 Santa [Ina, C❑ 92CD2-1988 C1 CID14- 64 C:�6956 RFP No. 20-124 Information Technology As -Needed Professional Services Page 26 of 35 (9) ❑ it❑courtes❑copies to❑ CITY OF SANTA ANA ac ❑ Ciulla C Cief ❑ec Eholo EllInno Cations Officer Information ❑ec Eholo mDepartment Cit❑of Santa ❑na 20 Ci Cic Center Pla a IM-CID P.O. Boll 1988 Santa ❑na, California 92 m2 ❑o Consultant ❑ ❑first ❑ ❑ast ❑ame ❑itle Consultant ❑'irm ❑ame ❑ddress Cit Cj State, ❑ip Cit ❑ ❑ttorne ® Office Cit❑of Santa [Ina 20 CiEic Center P1aEa P.O. Bo❑1988 Santa [Ina, C ❑ 92 CD2 ❑ part ❑ ma ❑ c Can Ck its address b ❑ C3 C3n ❑ notice in ❑ritin ❑ to tEb of Cyr part ❑ ❑Cbreafter, an ❑ communication s E01 be addressed and transmitted to t Cb ne ❑ address. If sent b ❑ mail, communication s Ehll be effecti Cb or deemed to EhEb been CiCen t[lee [3[Ida E� after it Cas been deposited in tE� ❑nited States mail, dul❑reCistered or certified, ❑it❑postaEk prepaid, and addressed as set fort❑abo❑e. If sent b❑faq communication sE 11 be effectiE� or deemed to Ca lb been C3 Cbn t ❑ent C:four E24 ❑❑burs after t❑e time set fort ❑ on t Cb transmission report issued b ❑ tEb transmittin❑facsimile macCine, addressed asset fort ❑aboEb. Cbr purposes of calculatin❑tCese time frames, [lee Ebnds, federal, state, Count []or Cit ❑ Cblida E� s 1:01 bee ❑cluded. 12. EXCLUSIVITY AND AMENDMENT ❑Cis ❑ Ckeement represents tEb complete and eEblusi❑e statement bet ❑een tCb Cit ❑and Consultant, and supersedes an❑and all otEbr aCkeements, oral or ❑ritten, bet❑een tEb parties. In tEb e❑ent of a conflict bet❑een t Ce terms of t Cis ❑ Ci7eement and an ❑ attac C3nents Cbreto, tEb terms of t tis ❑ C:teement s Ca11 pre Coil. ❑ tis ❑ Ci7eement ma ❑ not be modified e Cbept b ❑ ❑ritten instrument si Ehed b ❑ t Cb Cit ❑ and b ❑ an aut ❑bri Ced representatia of Consultant. ❑Cb parties aCkee tCat an❑terms or conditions of an❑purc❑ase order or otar instrument tEht are inconsistent ❑itq or in addition to, tEb terms and conditions Cbreof, s[All not bind or obliEW Consultant or t Cb Cit ❑ ❑ac ❑ part ❑ to t [is ❑ Cfeement ac Eno [led Cbs t Cat no representations, inducements, promises or aCkeements, orall❑or ot❑er❑ise, as been made b❑an❑partq or an❑bne actin❑on beChlf of an❑ partq ❑C3c❑is not embodied arein. 13. ASSIGNMENT Inasmuc ❑ as t Cis ❑ C:teement is intended to secure t 1b speciali Cbd ser aces of Consultant, Consultant ma ❑ not assi Eh, transfer, deleI:hte, or subcontract an❑interest Cbrein ❑it ❑but tEb prior ❑ritten consent of tEb Cit ❑and an❑ suc❑ assiEhment, transfer, deleE tion or subcontract ❑it❑but tEb CitEl prior ❑ritten consent Sall be considered null and Cbid. ❑otAn❑in tEis ❑C:teement stall be construed to limit tCb Cit[A abilit❑to Calf an❑of RFP No. 20-124 Information Technology As -Needed Professional Services Page 27 of 35 (9) CITY OF SANTA ANA tEb serCices ❑ Cic❑are tEb subject totEis ❑ Creement performed b❑Cit❑personnel orb❑otCbr consultants retained b❑Cit ❑ 14. TERMINATION ❑ Cis ❑ Ci7eement ma ❑ be terminated b ❑ t lb Cit ❑ upon t Cirt ❑ C30 [Ida C:� ❑ritten notice of termination. In suc ❑eC1;nt, Consultant sC-a11 be entitled to receiEb and tC-b Cit ❑s1 11 pa❑Consultant compensation for all serCices performed b❑Consultant prior to receipt of suc ❑notice of termination, subject to tEb folio❑in❑conditions ❑ a. ❑s a condition of suc ❑paC:nent, t❑e ❑CbcutiLb Director ma❑reEuire Consultant to deliCbr to tE� Cit❑all ❑or❑productC�Cxompleted as of suc❑date, and in suc❑case suc❑ ❑or❑product b. sCall be tCb propert❑of tCk Cit ❑unless proCibited b❑la❑, and Consultant consents to tCb CitCDuse t❑ereof for suc❑purposes as tEb Cit❑deems appropriate. Pal ment need not be made for ❑or❑ ❑Cic❑ fails to meet tE� standard of performance specified in t[b Recitals of tCis ❑ Ckeement. 15. NONDISCRIMINATION Consultant s Ca11 not discriminate because of race, color, creed, reli Cion, sell marital status, se Enal orientation, aCb, national oriCin, ancestrq or disabilitq as defined and proCibited b❑ applicable la❑, in tEb recruitment, selection, trainin q utili Cktion, promotion, termination or otCbr emplo Cinent related acti Cities. Consultant affirms t Cat it is an e Ehal opportunit ❑emplo Cbr and s Ca11 compl ❑ ❑it ❑all applicable federal, state and local la [Is and reC3xlations. 16. JURISDICTION - VENUE ❑Cis ❑ C:teement Cas been e Cbcuted and deli Cored in tCb State of California and tEb [,Hidit q interpretation, performance, and enforcement of an❑of tE� clauses of tCis ❑ 117eement sEhll be determined and EbEbmed b❑tCb la❑s of tCb State of California. Bot❑parties furtCbr aC17ee tEat OranCb Count California, Sall be tEb Cbnue for an❑action or proceedin❑tl t ma❑be brouLEt or arise out of, in connection ❑it❑or b❑reason of t A s ❑ 11eement. 17. PROFESSIONAL LICENSES Consultant sl ll, tliouCIbut tEb term of tCis ❑C:teement, maintain all necessar❑ licenses, permits, approCals, ❑ai❑ers, and eCbmptions necessar❑for tEb proCision of tEb serCices Cbreunder and reEhired b❑tCb la❑s and relblations of t❑e ❑nited States, tCb State of California, tEb Cit❑of Santa ❑na and allotCbr [:Kbrnmental a Conies. Consultant s Ca11 notif ❑ t Lb Cit ❑ immediatel ❑ and in ❑ritin ❑ of its inabilit ❑ to obtain or maintain suc ❑ permits, licenses, appro Gals, ❑ai Cbrs, and e Cbmptions. Said inabilit ❑ s Ca11 be cause for termination of t Cis ❑ Ckeement. 18. MISCELLANEOUS PROVISIONS a. ❑ac ❑undersi Cried represents and ❑ arrants t Cat its si Lhature L rein belo ❑ E s tEb po ❑ er, aut Cbrit ❑ and HER to bind t Ceir respecti Cb parties to eac ❑ of t Ce terms of t Cis ❑ Cteement, and s Ehll indemnif❑Cit❑full q includin❑reasonable costs and attomeCli fees, for an❑injuries or dama❑es to Cit ❑ in t Lb e Cbnt t Cht suc ❑ aut Cbrit ❑ or po ❑er is not, in fact, Cold b ❑ t Cb si Ehator ❑ or is ❑it ❑dra ❑n. RFP No. 20-124 Information Technology As -Needed Professional Services Page 28 of 35 "I) CITY OF SANTA ANA b. 1111 ❑bits referenced Cbrein and attacEed Cereto sF-MI be incorporated as if full❑set fort❑in tCb bod❑of tEis ❑ Ci7eement. I ❑ 1111111 ❑S S ❑ H ❑R ❑O q t E� parties ❑ereto Ea Cb e Cbcuted t Cis ❑ Cfeement t Ce date and Lear first abo Cb ❑ritten. ATTEST: Dais ❑ ❑ome ❑ Cler❑of t❑e Council APPROVED AS TO FORM❑ SO❑I❑ R. C❑R❑❑❑HO Cit ❑ ❑ttorne ❑ ❑ssistant Cit❑ ❑ttorne❑ R❑COMM❑❑D® []DR ❑PPRO❑❑❑❑ ac ❑ Ciulla C Cief ❑ec Eholo mInno [,�tions Officer Information ❑ec Eholo mDepartment CITY OF SANTA ANA ❑ristine RidEb Cit ❑ Mana lbr CONSULTANT: Game❑ [title ❑ ❑a❑ID❑ SAMPLE ONLY RFP No. 20-124 Information Technology As -Needed Professional Services Page 29 of 35 (9) CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Contact Individual: Address: Phone Number: Contract Amount: Description of supplies, equipment, or services provided: Reference Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 (9) CITY OF SANTA ANA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Signed and Printed Name: Title Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 (9) CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California, County of Subscribed and sworn to (or affirmed) before me on this day of , 20 , by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of 35 (9) CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 33 of 35 (9) CITY OF SANTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 Information Technology As -Needed Professional Services Page 34 of 35 (9) CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 35 of 35 EXHIBIT C REQUEST FOR PROPOSAL NO. 20-124 ADDENDUM #1 MAYOR Miguel A. Pulido MAYOR PRO TEM Juan Villegas COUNCILMEMBERS Phil Bacerra Nelida Mendoza David Penaloza Vicente Sarmiento Jose Solorio CITY MANAGER Kristine Ridge CITY ATTORNEY Sonia R. Carvalho CLERK OF THE COUNCIL Daisy Gomez CITY OF SANTA ANA FINANCE AND MANAGEMENT SERVICES AGENCY 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 714-647-5468 www.santa-ana.org INFORMATION TECHNOLOGY AS -NEEDED PROFESSIONAL SERVICES RFP 20-124 ADDENDUM NO. 1 November 4, 2020 Notice is hereby given that where applicable; the City of Santa Ana Information Technology Department has made certain modifications, additions, and/or deletions, in the specifications to RFP 20-124, or reference is made in this Addendum No. 1. REVISED SECTION III.A.9., GENERAL REQUIREMENTS Bidder shall disregard the language found in this section and replace with the following: "In order to maintain compatibility and security concerns, the City will provide IT Service Provider's staff with a computer to use for City work. IT Service Provider is responsible providing their personnel with all other equipment and office supplies necessary for their staff to perform their duties, including a cell phone. Any equipment assigned to IT Service Provider staff will need to be returned at the end of the staff member's assignment." ALL OTHER TERMS, CONDITIONS, AND SPECIFICATIONS REMAIN UNCHANGED. END OF ADDENDUM NO. 1 PROFESSIONAL SERVICES AGREEMENT FOR INFORMATION TECHNOLOGY AS NEEDED PROFESSIONAL SERVICES CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 2nd day of February, 2021, by and between West Advanced Technologies, Inc., ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RF.f TTAT,C A. On October 26, 2020, the City issued Request for Proposal No. 20-124, attached hereto as Exhibit B, by which it sought proposals from qualified firms to provide Information Technology (IT) as -needed professional services, including a broad range of IT support, maintenance and new project consulting for its various departments. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that Consultant is able and willing to provide such services described in the scope of services that was included in Request for Proposal No. 20-124 and Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an as -needed basis, and at the sole discretion of City, Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Consultant's Proposal attached hereto as Exhibit A. When the need for services arise, City may initiate services through use of a letter agreement, executed by the Chief Technology Innovations Officer and the Consultant. Consultant shall be responsible for providing all requested services pursuant to the terms and requirements found in Request for Proposal No. 20-124, attached hereto as Exhibit B, as well as Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. Specifically, Consultant must comply with the general requirements found in Section III.A of Request for Proposal No. 20-124, as amended by Request for Proposal No. 20-124 Addendum #1. If there are any conflicts between the terms or requirements in the applicable documents referenced herein, the order of precedence shall be as follows: this Agreement; Consultant's Proposal; Request for Proposal No. 20-124 Addendum #1; and, Request for Proposal No. 20-124. Page 1 of 10 2. COMPENSATION a. The total sum to be expended under this Agreement shall not exceed Three Million Dollars ($3,000,000) annually, for a potential not to exceed amount of Eighteen Million Dollars ($18,000,000) during the term of the Agreement if all extensions are utilized, aggregated among all IT as -needed professional services providers. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on February 2, 2021, and terminate on February 1, 2025, unless terminated earlier in accordance with Section 15 below. The term of this Agreement may be extended for one (1) additional two (2) year period upon a writing executed by the City Manager and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Page 2 of 10 Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance Page 3 of 10 provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Page 4 of 10 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 5 of 10 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Jack Ciulla Chief Technology Innovations Officer Information Technology Department City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 To Consultant: First & Last Name Title Consultant Firm Name Address City, State, Zip Fax: City Attorney's Office City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, CA 92702 Srinivas Veeramasu President West Advanced Technologies Inc 161 Fort Evans Rd NE, Suite 235 Leesburg, VA 20176 310-935-3156 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in Page 6 of 10 addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 10 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. {Signatures on following page) Page 8 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: Ryan O. dg Assistant it Attorney RECOMMENDED FOR APPROVAL: Jack Ciulla Chief Technology Innovations Officer Information Technology Department CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: (name) Srinivas Veeramasu (title) President Tax ID# 33-0825985 Page 9 of 10 EXHIBIT A CONSULTANT'S PROPOSAL WATI Delivering Excellence, since 1998 Submitted B' West Advanced Technologies, Inc. 1010 Hurle ❑ ❑ a q Suite 245 Sacramento, C ❑ 95825 ❑ ❑ ❑. ❑ati.com SoCal: 1230 Rosecrans ❑ Cenue Suite 300, Man Cattan Beac q C ❑ 90266 East Coast: 161 ❑brt ❑Cans Rd 1111 Suite 235, ❑eesburq 1111201115 Primary Contact Person: SriniLas ❑eeramasu, President EP ®®3 C485-5 ❑15 ®❑FkriniE s❑ ❑ati.com Due Date moEbmber 24, 2020 4100 PM Response to RFP # 20-124 Information Technology As -Needed Professional Services Submitted To: City of Santa Ana — Information Technology Department 20 Ci C3c Center Pla C�t Santa ❑na, C❑ 92m1 Attention [:Ac ❑ Ciulla, C Cief ❑ec Cliolo m 1nno Cations Officer 717jciulla❑ Santa-ana.or❑ Table of Contents Table of Contents Tableof Contents.............................................................................................................................................................................2 1. Cover Letter.............................................................................................................................................................................3 2. Agreement Statement..............................................................................................................................................................4 3. Firm and Team Experience....................................................................................................................................................5 4. Supplemental Questions........................................................................................................................................................17 5. Cost Proposal.........................................................................................................................................................................26 6. Certifications (Attachments).................................................................................................................................................28 7. References..............................................................................................................................................................................35 8. Evidence of Financial Capacity............................................................................................................................................36 9. Insurance................................................................................................................................................................................37 Annexure: Resumes.......................................................................................................................................................................38 List of Figures Figure1: WATI — A Snapshot.........................................................................................................................................................5 Figure2: WATI's Hiring Process..................................................................................................................................................20 Response to RE' 020-124 - Infonnation Dec-holom Os -Deeded Professional Ser::ices 2 Cover Letter WATI 1. Cover Letter ❑oE�mber 24, 2020 ❑o ❑ Cit❑of Santa [Ina ❑Information ❑ecEholomDepartment 20 CiFic Center P1a1 Santa ❑na, C ❑ 92 CO I ❑ttn ❑EAc ❑ Ciulla, C Cief ❑ec [holo m Inno C3ttions Officer EEEfciullall santa-ana.or❑ Subject: Response to RFP # 20-124 - Information Technology As -Needed Professional Services Dear ac ❑ Ciulla, ❑ est ❑dE nced ❑ecEholoEies, Inc. 7] ❑EJ❑is pleased to submit a response to RE' 1120-124 - Information ❑ecEholom [Is-❑eeded Professional Services, for Cit❑of Santa ❑na ❑Information ❑ecEholomDepartment, C❑ CCitm ❑ ❑EJ is a California State certified Small Business tE t deFblops, inteEkates, installs, and supports tec [bolo m for state and local ❑o ❑ernment a ❑encies. ❑ounded in 1998, ❑ ❑ Ell is Chad Ebartered in Sacramento, C❑ and Ciis offices in SoutEbrn California and ❑ast Coast. ❑ 11111 ❑orE� ❑it❑ selbral State, Cit❑ and Count❑ ❑oEbmments in California, includin❑ ❑os ❑nEbles Countq Count❑ of Sacramento, SEasta Countq ❑lameda Countq Count❑ of San Mateo, Contra Costa Count q 13resno Count q and Cit ❑ of ❑os ❑n Coles. ❑ ❑ EJ brin ❑s broad and deep understandin ❑ of t Eb s ❑stems, staff, business protocols, policies, and practices of t ❑e local ❑b Cbrnments. ❑ ❑ ❑I ® ser Cices portfolio includes Project Mana Cbment, Custom ❑pplication De Cblopment, ❑ or Cflo ❑ ❑utomation, Document Mana Cbment S Cktems, Data Inte Ciation, ❑nal C-tics, Cloud ❑ De ❑Ops, and C Cbersecurit [I serEices. ❑ s a principal and officer of t Cb corporation for ❑ Ell][, I Cbreb ❑ affirm t Cat I am dul ❑ aut CoriCbd to bind t Cb compan ❑ to all commitments made in our response and aut ❑briCbd to e ❑ecute documents on be Clilf of t Cb corporation. ❑ e ea Cbrl ❑ loo ❑ for ❑ and to ser Cin ❑ t Cb Cit ❑ on t Cis important initiati Cb. ❑ e encoura lb ❑ou to reac❑ out for follo❑-up C3iestions, assistance in contactin❑ references or interCie❑s ❑it❑ tCb proposed personnel. Be ❑bnd just t ❑e selection process, Ile loo ❑ for ❑ard to becomin ❑ a trusted partner in buildin ❑ t ❑e teams t FI t enable t E� Cit CI§ di Cital leaders lip. Sincerelg VSE__.'. SriniE-as ❑eeramasu, President West Advanced Technologies, Inc. CIDC®3 ❑485-5 ❑15 ®❑E�riniEas❑ ❑ati.com Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 3 Agreement Statement 2. Agreement Statement ❑ El Ell states tElt El C-aCb no concurrence or concerns ❑it❑ anq and all pro Eisions as contained in tE� Standard ❑CTeement attacEed as ❑ambit ❑ oft❑e RQ' or ❑it❑t❑e ❑eneral ReEuirements section 11II.11❑ Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 4 Firm and Team Experience © WATI 3. Firm and Team Experience i. A general description of the firm, including size, number of employees, number of staff placed at client organizations, and any past or contemplated changes in ownership. ❑ ❑ Ell as o Ebr 23 Gars of e E�erience pro Odin 11111 ser Aces and solutions at 1- rious State and [local - ❑o❑ernment aEbncies. ❑ 1101 is a Cfo❑in❑ orC_lni11tion ❑it❑ current strenCt❑ of C5-people. 1111 our team members carr ❑ ric ❑ e Cperience ser Gin ❑ Co Cbrnment a Cbncies in California in a ran Cb of tec Eholo Lies, li Cb Business Process ManaEbment, ❑IS, Infrastructure ❑dmin, ❑ orCflo❑ ❑utomation, Document [Content ManaEbment, Cloud ❑ De fps, Mi Ckation ❑ Modemi Cktion, ❑utomation, Bi Cdata ❑ ❑nal Etics, S Cstem Inte Ekation, Project Mana Cbment, and C mersecurit ❑ ❑ ❑ ❑I [-as been ser Can ❑ o Ebr 20 California local Cb ❑ernments [bounties and cities q ❑it ❑ o Ebr 1,000 person Gears of consultin ❑ e Cperience ❑it ❑ just Count ❑ of ❑os ❑n Coles alone. ❑ e affirmati E ❑ state t C-lt t Core are no past or contemplated c Can Cos in t Ce o ❑ners Gip since our inception in 1998. ❑ El Ell stron❑points are as follo❑s❑ ■ OEbr 1,000 person Gars of consultin❑eCI)erience ❑it❑Count❑of ❑os ❑nCbles, oCbr t❑o decades. ■ Producti Cb relations Gip ❑it ❑ se Oral local Cb Cbrnments in California. ■ ❑ ❑ EJ team comprises e Cpertise in ❑ide ariet❑of tec Cholo Lies and e Cposure. ■ ❑ ❑ EJ team as eCI)erience ❑it❑ Cbr❑similar tecEholoEies as proposed in t1b solicitation. ■ ❑ ❑❑l as seEbral local teams residin❑ in ❑os ❑nEbles Metro area, includin❑ dedicated account mana Cbr, prof ect mana Ctrs, and tec Eholo CI7 specialists. Figure]: WATI —A Snapshot Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 5 Firm and Team Experience ii. Name and contact information of the supervising Engagement and/or Resource Manager to be assigned to the engagement. ❑ija❑ ❑iran ❑atiC-la, Head of Consultin❑ P ❑bne 111510 ❑926-9 ❑11 ❑mail❑JjaC❑C ❑ati.com iii. Resumes for the Engagement andlor Resource Manager(s) assigned to the engagement. Belo El is tCb resume of our Resource Mana❑er assiChed to tCb enEli Cbment. Resume: Vijay Kiran Katikala, Resource Manager Professional Summar,� • ❑ija❑ oCbrsees tCb staff auEmentation, CTo❑tq and maintenance of Cb❑ client accounts, most importantl q public sector. • Builds client relations Lips, obtains detailed descriptions of critical ❑ec Chical ❑eeds, and ensures compliance ❑it❑all aspects of siChed Client ❑Ckeements. • ❑nsures a E�ilabilit ❑ of top-notc ❑ ❑ec Ehical Consultants b ❑ leadin ❑ recruitn ❑ meetin C� and C31idin ❑ t Cb acti Cities of multiple recruiters, mana ❑es numerous ❑endor Relations lips []participates in corporate decisions re Qardin ❑ mar Cbtin ❑ strate Lies, client de Cblopment, Condor mana Cbment, emplo Coe trainin CIdareer de Cblopment and operational efficienc ❑ Educatio ' - • MB ❑, Mar Cbtin ❑ and HR, ❑ ensin Clon ❑ni Cbrsit ❑ - 2001 C2003. Professional Experience Head of Consulting - June 2017 to October 2020 WATI, Sacramento, California Area Responsibilities: • OCbrsee staff auC3ilentation, [to [It q and maintenance of customer accounts. • Build stron❑customer relationsC3ps, obtains descriptions of tec[hical needs, and ensures compliance ❑it❑all aspects of customer aCkeements. • ❑uides tCb actiEhies of recruiters, participates in corporate strateEic decisions, customer deCblopment, ❑endor mana Cbment, and emplo Coe trainin ❑ Senior Manager - Client Engagement - May 2016 to June 2017 Forsys Inc., Sacramento, California Area Responsibilities: • State ❑ ❑ocal ❑o Comment Business - ❑lso responsible for ❑nterprise ❑ccounts suc ❑ as M ❑ ❑ ❑ntertainment, Palo ❑lto ❑et❑orE� to name a fe❑. • Responsible for business de Cblopment and mana Can ❑ accounts in t Cb ❑reater Sacramento area. • Cbcused on buildin ❑ and maintainin ❑ relations Lips for C� ❑ clients and establis lin ❑ ne ❑ clients b ❑ buildin❑and fosterin❑relationsEips ❑it❑ManaE&s, Directors and CIOC�. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 6 Firm and Team Experience • Create and e C-bcute strate lies to Olin account intelli Once and de Glop business ❑it ❑ ne ❑ and a Cistin ❑ clients. • Pro Eide customer serEice and releEant industr❑ Eho❑ledEb to current consultants and clients. • ❑ enerate sales leads, cold -call prospecti Cb clients and set client meetin C�s. • ❑nderstand client business and I ❑ initiati Cbs, as []ell as t Cbir specific tec ❑hical and cultural en Cironments to pro Cide proacti Cb ❑ or Cforce plannin ❑ • Prepare and deli Cbr effecti ❑e proposals to clients. Senior Manager - Public Sector - December 2013 to May 2016 On Demand Agility, Fremont, CA Responsibilities: • ManaEb Cbb Description and ReEhisition Process. • Closel El partner El it ❑ Grin ❑ mana Ctrs, includin ❑proacti Cb1 ❑ communicatin ❑ and pro Odin ❑ follo El -up. • Collaborate ❑it❑client Croups to understand tCbir Grin❑needs and Gals and facilitate interEie❑ and Grin ❑ discussions. • Pro Fide ad lice and coac Cin ❑ to Grin ❑ mana Ctrs t CTou Clout t Ce recruitment process. • Support Inter Cie ❑ process, includin ❑ conductin ❑ inter Cie ❑ s. • Dri Cb offer process ❑ includin ❑ e Clendin ❑ offers, closin ❑ candidates, and Cbneratin ❑ offer letters. • Partner []it[] E man resources to ensure all recruitin❑needs are met. • ❑C-tensi❑e e❑�erience on ❑b❑ to source and net❑or❑ passiEb candidates tCfouCl7 traditional means, social media, internet and of Cbr mediums. • Basicall q use combination of recruitin ❑ tec Ehi Cites to creati E ❑ e EWuate, net ❑or ❑ and Fire top of class candidates. • Detailed Clio ❑ led Cb of emplo Ement la ❑ s related to inter Cie ❑ in ❑ and Grin ❑ • ❑bilit ❑ of multi-tas ❑ effecti Cb1 ❑ under considerable pressure of deadlines and be easil ❑ adaptable CfleEible ❑itEin a fast -paced enEironment. • Pro Can or C-ani C�ational s [ills ❑ it ❑ attention to detail and t C� abilit ❑ to prioriti C� and ❑ or 1111 ell in an en Cironment []it[] competin []demands. • Stron❑ process manaE�ment sEills []it[] eCb to❑ards continuous impro-ement of all steps in staffinE[Recruitment Clue stream. • Responsible for CIndlin❑Public sector clients on pre -sales efforts. • Responsible for respondin❑to REPO and R❑DS. • Responsible for Chndlin ❑ proposals from end -to -end [from preparin ❑ tractabilit ❑ matri q coordinatin ❑ on tCb tecEhical response, coordinatin❑ ❑it❑proposal ❑riters on appropriate response to t❑e proposals. • Responsible for de Cblopin ❑ and mana Cb end to end Proposal Mana Cement strate C❑C and structurin ❑ t ❑e Proposal. Manager - Public Sector - 2011 to December 2013 SoftSolInc., Fremont, CA Responsibilities: • ManaE� internal teams and Grin❑manaE&s []it []recruitment efforts and pre -sales. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 11 Firm and Team Experience • Closel []partner []it ❑ Grin ❑ mana Ctrs, includin ❑proacti Eel ❑ communicatin []and pro Fidin ❑ follo ❑-up. • Ha Cb e Clensi Cb e Eperience Candlin ❑ Public sector clients. • Responsible for respondin❑to RCPC� and R❑OC§. • ❑Cperienced in C-ndlin❑proposals from end -to -end. Cfrom preparin❑tractabilit❑matriq coordinatin❑ on tCb tecEhical response, coordinatin❑ ❑it❑proposal ❑riters on appropriate response to tCb proposals to submittin El Cb proposals ❑ • Successful in C�ttin❑million-dollar projects from tE� clients life Call? ❑RS, Cal❑R❑ ❑S and CalS❑RS. • Collaborate ❑it❑client Ckoups to understand tCbir Grin❑needs and Coals and facilitate interEie❑ and Grin ❑ discussions. • Prolide adEice and coaclin❑to Grin❑manaCbrs tllouCmut tCb recruitment process. • Support Inter Cie ❑ process, includin ❑ conductin ❑ inter Cie ❑ s. • Dri C� offer process ❑ includin ❑ e Ctendin ❑ offers, closin ❑ candidates, and Ceneratin ❑ offer letters. • Partner ❑it❑ C31man resources to ensure all recruitin❑needs are met. • ❑CtensiEe eEperience on Cb❑ to source and net❑or❑ passiEe candidates tCTouCI7 traditional means, social media, internet, and of Cyr mediums. • Basicall q use combination of recruitin ❑ tec C%i Ciles to creati E ❑ e C�aluate, net ❑or ❑ and Eire top of class candidates. • ❑bilit ❑ of multi-tas ❑ effecti Cb1 ❑ under considerable pressure of deadlines and be easil ❑ adaptable McEible ❑itEin a fast -paced enElronment. • Pro Con or Cani C�tional s Cills ❑ it ❑ attention to detail and t Cb abilit ❑ to prioriti a and ❑ or ❑ ❑ ell in an en Cironment ❑ it ❑ competin ❑ demands. • Stron❑ process manaCbment sEills ❑it❑ eCb to❑ards continuous improCbment of all steps in staffinCIRecruitment Clue stream. Asst Manager Resourcing - May 2008 to April 2011 SoftSol Inc., Hyderabad Area, India Responsibilities: • ❑ead t Cb team of 4 ❑eads, supported t Cbm in all aspects of recruitin ❑ Moti Gated t Cb team to Cot t Cb best results. • ❑uided and moti Gated t Cb team to perform on Cl CI1 ❑ stressed fast paced en Clronment. • ❑rained ne❑ Hires and made tE�m accustomed ❑it❑tE� ne❑ ❑or❑enEironment and process. • ❑oo❑Responsibilit❑of team performance and onetime deli E&El • Did Ckound leCbl recruitin❑ and final ❑elepCbne screenin❑ of candidates submitted b❑ tCb fello❑ recruiters. • Did re C31lar follo ❑ up El it ❑ t Cb client on da Cato-da El basis to recei Cb ne ❑ Cob Orders and ❑eedbac Ca ❑ • ❑ ept trac ❑ of e Cer ❑ candidate submitted and too ❑updates on t Eeir status from t C� client on dail ❑basis. • Helped candidates to prepare for in -person and ❑elepEbnic InterAe❑s and Copt tCbm in loop ❑it❑ latest updates from tCb client. • Did paper ❑or❑to receiEb pure Eiise orders and filed tCbse accordinEl❑for fartEer use. • Conducted performance reEie❑son a ❑eeEl❑basis and report totCb concerned officials. • ❑ orE�d ❑it❑tE� consultantl� liEb OP❑S, H1, ❑S CiffC n, ❑reen Card and ❑❑D. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerCices 8 Firm and Team Experience ©WATI Team Lead - December 2007 to March 2008 SoftSol Inc., Hyderabad Area, India Responsibilities: • [lead t Cb team of 6 Recruiters, supported t Cbm in all aspects of recruitin ❑ Moti C-lted t E� team to Cbt t Cb best results. • ❑uided and moti C-lted t E� team to perform on Ei 1171 ❑ stressed fast paced en Eironment. • ❑rained ne❑ Hires and made tEbm accustomed ❑it❑tEb ne❑ ❑or❑enEironment and process. • ❑oo❑Responsibilit❑of team performance and onetime deli Ebr❑ • Did CTound leE�l recruitin❑ and final ❑elep❑bne screenin❑ of candidates submitted b❑ tEb fello❑ recruiters. Technical Recruiter - April 2005 to December 2007 Softsol Inc., Hyderabad Area, India Responsibilities: • Sourcin ❑ 171 ❑ end soft ❑are professionals for client re rbirements t Ctou m effecti Ce c C-llnnels. • De Glop and mana Cb proacti E� sourcin ❑ plans, tactics, initiati ❑es, and strate Lies includin ❑ Internet j ob boards li Cb Monster, Dice and Hot Cobs to meet t ❑e timel ❑ deli Cbr ❑ of client re Ebirements. • Coordinate ❑it ❑ sub-contractin ❑ companies for prospecti ❑e candidates and ne Cbtiated ❑burl ❑ rates©alaries ❑it❑tEb candidates Nub -contractors. • Initial screening reference cEbcE�, and aEkeement ❑it❑ consultants and coordinatin❑ for t1b preliminar ❑ inter Cie ❑ s are part of in ❑ dail ❑ j ob. ❑ eep candidate posted ❑ it ❑ t Cb feedbac ❑ from clients. • Responsible for tEb consultant emploCinent paper ❑or❑ • ❑eneratinq manaEb, maintain, and update an eEbellent database tEtoum referrals, ❑ebsites and re Fblar follo []-ups. • Plan and coordinate ne ❑ strate Lies in impro Ein ❑ t Cb recruitin ❑ acti Cities. • Consult ❑it❑manaCbment on open reEi isitions and pro Elde status of recruitment on a ❑eeEl❑basis. iv. A description of the firm's experience in providing similar services to those requested in this RFP with emphasis on other public -sector agencies. ❑ ❑E]I is an I❑ services and solutions firm focused on Project ManaCbment, Custom ❑pplication De Cblopment, ❑ or CfIo ❑ ❑utomation, S C1,tem ❑dministration, Document Mana Cbment S C1,tems, Data Inte [ration, ❑nal Ctics, Cloud ❑ De ❑Ops, and C Cbersecurit ❑ ser Cices, for state and local ❑b Cbrnment aE�ncies. Since our foundin❑ in 1998, ❑e EaE� deliE&ed Ctlalit❑ tecEholoM services at C-rious State and [local ❑oEbrnment aEbncies, liEb ❑ssessor, Communit❑ and Senior SerAces, SC&riff, Probation, Par Es ❑ Recreation, Public and Social SerEices, and Internal SerEices of Count❑ of ❑os ❑nEOes. ❑ it[] decades of e Cperience and an a ❑bl Cbd deli Cbr ❑ model, ❑e deli Cbr specific solutions CIA enable business efficiencies to orEaniE�tions. ❑ e CliCb also planned, implemented, and supported infrastructure and applications related tec [Bolo CI7 solutions for citi Cbn and emplo Cbe facin ❑ a Cbncies at state and local ❑b Cbrnments. ❑ ❑ [11 Cis e Ctensi Cb e Cperience in e Cbcutin ❑ proj ects and resources for man ❑ pri Cite and local ❑b Cbrnment companies ❑it❑but eEbeption. ❑ ❑EJ [Is el-perienced team t[It includes Project ManaE&s, Domain [Subj ect-matter ❑Cperts, Solution ❑rcEitects, Product Specialists, Data and ❑nalCtics specialists, Response to REP ❑20-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 9 Firm and Team Experience ©WATI Database and Interface De ❑elopers, Cloud ❑ De ❑Ops specialists, C Ebersecurit ❑ e ❑pens, etc. ❑ ❑b CI E� [I or ❑ed on se Oral proj ects at State and [local ❑ Cbncies. ❑ ❑ EA maintains a co Cesi E� team t Cat is s Celled in applications and infrastructure, tEbs pro Eidin❑complimentar❑resources across a broad ranEb of disciplines, liE� Business Process ManaCement, ❑ orCflo❑ ❑utomation, ModerniE tion from Microsoft ❑eCIc❑ to Microsoft State-of-tCb-art ❑ersions, Cloud ❑nablement, SC-1rePoint Online, Office 365 miCTations, Responsi Cb ❑ ebsites and ❑pplications, Bi ❑ Data and Data ❑nal Cfics, Business Intelli Once, S C1,tem Moderni Cktion, ❑RP Implementation, S C�tem Inte CTation, Proj ect Mana ❑ement, and C Cbersecurit ❑ ser Ekes for public sector aCbncies. V. A list of the local office's most significant engagements in the last five (5) years, indicating whether they are public or private sector, and including scope of work, date, positions staffed for client, and name and telephone number of the client contact. ❑ ❑ CA Cis successful)❑eCbcuted seCbral contracts similar to t❑e present one for tEb Cit❑ Belo❑ is a list our e❑perience ❑it❑similar projects ❑ Project Name ❑RI❑S Ellutomated Relional Information ❑CbClnE� SCstem❑ Moderni Cation Client Name Contra Costa Count ❑- Office of tE� S Ceriff Scope of Work ❑RI❑S is a ❑orCflo❑ automation ❑eb application for JidCbs, ❑a❑ ❑nforcement officers to report cases, Cbnerate ❑arrants, see❑judEb appro Cols, trac ❑ t ❑e case Cbriminal Cistories, and Cbnerate anal Cfics. ❑ ❑ ❑I ❑orCed as prime Condor to CCC CContra Costa Countmfor ❑pplication moderni CAtion, ❑ eb ❑pplications De Celopment, data ❑are❑businq analFtics, and project manaCbment. ❑ ❑EA assisted Contra Costa CountET� SCbriff Department in moderninn❑ ❑utomated Re Clonal Information ❑Cb Can ❑e S C�tem C❑RI ❑S 4 to enable impro Cod user e ❑perience for la❑ enforcement officers. ❑ 11111 is also in ❑bl Cod to impro Cb and en Once ❑ RI ❑S b ❑ impro Cin ❑ t Cb efficienc ❑ in data inte Ckation and transformation, b ❑ processin ❑ data e Ctractions, transformations and loadin ❑ to ❑RI ❑S from multitude of data sources. Date Clz�bruar ❑ 201 ❑ ❑ On ❑bin ❑ Positions Staffed for Client • S C�tems ❑nal ❑fit • Pro CTammer®e ❑eloper 0❑ ❑❑ -C q ❑B. ❑ ❑❑❑ • ❑ eb De ❑eloper 0❑ ❑❑[PHP ❑ • Database ❑dministrator CMS S 1111, Oracle ❑ • Business Intelli Once Specialist • I ❑ Business ❑nal Cat C❑it ❑ municipal ❑o Ebmment e ❑perience ❑ Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 10 Firm and Team Experience • Project [lead Cfor deploC3ilent of purcC-lsed soft❑are application❑ • ❑IS ❑na1C-kt • Infrastructure ❑rc Eitect Point of Contact (Name and CAC-1sC17ee ❑asuFhrtFi, Project ManaEbr Telephone Number) F925 116 ❑5-9981 Project Name ❑nterprise Content ManaE�ment CContract ManaE�ment usin❑ Documentum ❑ Client Name Count❑of ❑os ❑nEbles ❑Internal SerEices Department Scope of Work Pro Eide pro C]7ammin ❑ and tec [hical support to ISD ® Enterprise Content Mana❑ement S❑stem Cfoup ❑it❑tFbir application projects tFIt store content in Documentum, ECP, DEC, D2, SO[] ❑it❑D❑S and a CI. ■ ❑utomation of ISD S purc Elisin ❑ and contracts ■ ❑utomation of tCb current I❑SSM❑ process ■ []Eternal projects related to Department of Mental Healt❑and S ❑eriff® department ■ De Glop detailed runboo C�, for eac ❑ ne ❑ pro Clam ❑ confi Ctlration ❑pac E E� ■ ❑IS ■ Create test data for testin ❑ ■ Conduct unit and reEkession tests ■ ❑ ssist in t Cb production cuto Cbr of ne ❑ pro Gams ❑ confi C3iration Opac Ea Cbs ■ ❑ssist in support issues Date October 2015 ❑On❑bin❑ Positions Staffed for Client • SE�temS ❑na1C­kt • Pro Ckammer ®e ❑eloper • ❑ eb De Cbloper • Document ImaFin❑ ❑pplication Specialist • I ❑ Business ❑nal Cat wit ❑ municipal ❑b ❑ernment e ❑Perience ❑ • Project ❑ead Cfor deploEment of purcEased soft❑are application ❑ Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 11 Firm and Team Experience • ❑ec Eholo m Consultant for speciali Ced applications • S E�tems ❑rc Citect and On Cineer • ❑ec ❑ Support ❑ead Point of Contact (Name and I C ltn Pac E�co Telephone Number) 362 ❑840-3286 Project Name Count C- ❑ide Data Inte Cfation Client Name Count❑of ❑os ❑nEbles ❑ ❑ D❑CS Scope of Work Carried out seE&al different projects ran An❑from ❑ ■ DeFblopinFIE] eb applications ■ Database projects ■ ❑IS ■ Data ❑ are ❑ouse projects ■ BIReports projects ■ ❑RP Implementation ■ ❑et❑or❑Plannin❑and Implementation ■ Count E� ❑ide applications maintenance and inte CTation ■ Document ManaFbment S Cstem ■ ❑p CTade and Maintenance of ❑RP and CO ❑S applications ■ Data Inte CTation, Database De Cblopment ❑ ❑p C17ade Date On❑bin❑relations Cep Positions Staffed for Client • S C-ktems ❑nal ❑fit • Pro Ckammer®e ❑eloper 0❑ ❑❑ -C q ❑B. ❑ ❑❑❑ • ❑ eb De ❑eloper 0❑ ❑❑EPHP ❑ • Database ❑dministrator FIS S ❑ ❑, Oracle ❑ • Document ImaFin❑ ❑pplication Specialist • Business Intelli ❑ence Specialist • Mobile ❑pp de Cbloper 11OS ❑ android OS ❑ • I ❑ Business ❑nal Cat ®it ❑ municipal ❑o Cbrnment e 4erience ❑ • Project [lead Cfor deploCffient of purcC-lsed soft❑are application ❑ • ❑ec Eholo m Consultant for speciali Ced applications • ❑IS ❑dministrator • ❑IS ❑nalat Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 12 Firm and Team Experience • ❑et❑or❑ ❑nlineer CCisco❑ • S F�tems ❑rc Fitect and ❑n Cineer • SF�tems ❑dministrator IMS ❑ indo❑s SerEbr❑ • Cmersecurit❑❑nalEM • Dec ❑ Support Dead • ❑ec ❑ Support Specialist ®es Etop ❑ Point of Contact (Name and Mi Cb ❑ ❑bstinelli, C Eief Information Officer Telephone Number) 362 ❑425-14 C8 Project Name Business Process ❑utomation Client Name Cit ❑ of Sacramento Scope of Work ❑o pro Fide on❑bin❑ de❑elopment support to automatic business processes usin❑ 112 soft❑are and to ❑or❑ ❑it❑t❑e Cit❑emploE�es to e❑pedite some of tEb current projects. ❑Cb scope of serEices is intended to be Cbneral outline and E ideline in order to assist tCb prospectiEb Condors to assemble submissions and pricin❑ Date Cab 2018 - On❑bin❑ Positions Staffed for Client . S EMems ❑nal ❑fit • Pro Crammer®e Cbloper ❑❑ ❑❑ -C q ❑B. ❑ ❑❑❑ • ❑ eb De ❑eloper ❑❑ ❑❑EPHP ❑ Point of Contact (Name and ❑enFIt ❑erneni Telephone Number) 1916 ❑616-3666 Project Name ❑nterprise Data ❑came❑orF�, De❑Ops Pipeline Client Name ❑aiser Permanente Scope of Work ❑ ❑ C11 built and deplo Cad ❑ C31re templates, De ❑Ops pipeline Cfi Q monitorin❑ scripts, and automated alerts for ❑aiser Permanente. ❑lso, build and deplo ❑ ❑RM ❑emplate Cfi ❑ and Deplo Ement ❑emplate Cfi ❑ usin ❑ Po ❑ erS Cb11 scripts for identified Resources in ❑ C31re platform. • Build De ❑Ops pipeline ❑it❑ Doc Cbr ContaineriCation for four projects ❑ Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 13 Firm and Team Experience o Metrics Mart o ❑ational Cost ❑ccountin❑ProFTam o ❑nalFtics DiFital ❑oundation o Pro Eider Data ManaC�ment • Build and deplo ❑ monitorin ❑ scripts in ❑ C31re and automate t Cb alerts. Date October 201 ❑- OnCbin❑ Positions Staffed for Client • SEkems ❑na1C-�t • Pro Ckammer®e Celoper ❑❑ ❑❑ -C q ❑B. ❑ ❑❑❑ • ❑ eb De Cbloper ❑❑ ❑❑[PHP ❑ Point of Contact (Name and Rames❑ ❑enEataramanujam, Project Mana❑er Telephone Number) 3IOC206-5588 ❑ ❑EEI C-s ❑orCbd on tE� follo❑in❑ Cb❑ernment projects similar in nature to tCb present one deli❑erin❑ solutions includin❑project anaIEMs, deCblopment, testin❑and project manaEbment serEices❑ Client Project ❑Lb ❑las[it Railroad Corporation • Project and ProEfam Mana❑ement supportin❑ ❑RRC to EFIRRC ❑ o Cbrsee multiple Condors and multiple projects usin ❑ bot ❑ ❑ [Ile and ❑ aterfall models • ❑nforcin❑ standards, performance, and compliance t Ckou CI7 tec Ehical arc Citecture. ❑❑ Count❑SCbriff® Office ❑ Ilse of • ❑n inteCTated ❑eb portal ❑it❑ dEhamic confiE cable Cbrce ❑pplication ❑orCflo❑, automatin❑ and tracEin❑ tE� Ilse of Cbrce reportin ❑pac Cii Cb. • Inte Ekation into e Cistin ❑ [Ail, Boo Cin ❑ and HR s 11tems for ease of use. ❑❑ Count❑Internal SerCices • Deploq ConfiEbre and CustomiF� ❑nterprise Content Department - Contract ❑dministration ManaCbment Satem for ❑SM❑ and I❑SSM❑ Contract usin❑ ❑MC Documentum Suite ❑dministration usin❑ ❑MC Documentum Suite. ❑ orCTorce DeCblopment, ❑ Cin❑and • ❑ut❑ored tCb business automation plan Communit❑SerEices CID D❑CS❑❑ • ❑onC:�Ran1b Information Satems Plannin❑ Infrastructure and Capacit❑Plannin❑ ❑ orCTorce DeCelopment, ❑ Lin ❑and • Business Process Re-enEineerin❑ Communit❑SerEices CID D❑CS❑❑ • CO❑S Solution ❑it❑PaEinent and Reportin❑InteCkation ❑utomation of tCb Contract Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 14 Firm and Team Experience Mana Cement ❑ or Cflo ❑ from t Ce R EP process, tCToumcontract issuance, performance monitoring inCbice Cbneration, inCbice approCul and pa Ement ❑ orEforce DeEblopment, ❑ Fin ❑and . ❑ eb-Based DeEOopment SerAces Communit❑SerEiceS CID D❑CSa . InteCkation across state and local aEbncies tCTouCI7 Ckderal ❑cts tCTouCI7 ❑ eb and Data Oracle InteCTation Repositor❑ Irate Ekation . ❑nal Cuis, s Cutem desi Ch and de Celopment of t Cb ❑ I ❑ ®RR ❑ s Cutem for Communit ❑ and Senior Serlices ❑❑ Count ❑Department of Social . Re-enCineerin❑of tCb Clinancial Business Processes Serlices ®PSS❑❑ ❑utomation of . DeCbloped tE� applications usin❑ Oracle Database C:i Cbd ❑ ssets ❑rac Cin ❑ S Cutem ❑came ❑ or ❑ ❑ or Cforce De Cblopment, ❑ Cln ❑ and . Irate Gate t Cb data from Carious ❑ D ❑ C S and Count C� Communit❑SerCices CID D❑CSQ Elide sEMems under a sinCle application arcCltecture Self SerCice Business IntelliE�nce and relational database. Portal inte CTatin ❑ si Cline operational . Implement Count ❑ Standard Business Intelli Once tool s Cutems under a common [Co Chos ❑to allo ❑ fle Cible access to t Cb data on -demand mana Cbment and reportin ❑ frame ❑or❑ ❑❑ Count ❑Department of Social . ConfiEhred and customiCbd Oracle e-Business Suite SerClceS ®PSS❑❑ImproEb Help . DeCbloped ❑ eb apps on Oracle ❑came❑or❑ Des ❑ ❑pplications ❑ta❑ ❑ransit ❑utCbrit❑ CID ❑❑ ❑❑ • MiCTation of De❑ and [lest ❑nCironment to ❑ Ehre Mi Ckatin ❑ to t Cb ❑o Cbrnment Cloud ❑o Cbrnment Cloud • Best Practices to deplo❑Office 365 ❑ or Cforce De Cblopment, ❑ Cln ❑ and . Inte Crate t Cb data from Carious ❑ D ❑ C S and Count C Communit❑SerCices CID D❑CS❑❑ ❑ ide satems under a sinCle application arcCltecture Desi Chin ❑ and De E0opin ❑ Data and relational database ❑ are Cbuse inteCTatin❑data from . ❑utomated ❑❑❑processes Curious ❑ D❑CS sEMems and Count❑ Elide sCutems into One Data ❑ are Cbuse ❑❑ Count❑Depart of Public Social . Custom DeCblopment usin❑Oracle C�Business Suite SerCices ®PSS ❑❑ ❑ eb based . OptimiCution of Business Processes ❑ncumbrance Disbursement ❑racEin❑ ❑pplication to reconcile actiEb and closed encumbrance balances, trac ❑ Response to REP 1120-124 - Information ❑ecCholom ❑s-❑eeded Professional SerClces 15 Firm and Team Experience ©WATI paid inCbices, produce static16n demand reportin ❑ for dail q mont ti q Ebarterl q and annual use. ❑os ❑nColes Count ❑ S E&iffl� Office . Modif❑ S ❑CD ❑ s F�tem features to pro Fide CTanular- ❑ Modifications and [In E�ncements to le Ebl securit ❑ to folders b ❑ role usin ❑ Open ❑e I S ❑eriff® ❑lectronic Criminal . Modif❑ R ❑S to pro Fide alerts and searc ❑ features usin ❑ Document ❑rc 111b ES ❑CD ❑ [land Open ❑e C-t Re lhest ❑rac 1In ❑ S C]§tem IR❑S ❑ application on Open❑eEI Case 360 Content ManaIbment S Cstem ❑os ❑nIbles Count❑Public ❑ orE� . Else of Microsoft ❑isual Studio [learn SerEices and Department ®P❑ ❑❑Microsoft Release ManaE�ment Release ManaE�ment for On Premise . ConfiEbre Microsoft ❑isual Studio ❑eam SerEices and and ❑C31re ❑pplications Release ManaE�ment for C-riet❑ of deploEment scenarios ❑os ❑nE�les Count❑Office of tE� . ❑ eb-Based DeCelopment SerEices ❑ssessor ❑❑SP.❑❑❑upFTadeand . Incorporatin❑ne❑ H❑M❑5.0 matures OptimiE tion for Count El ❑ssessor® Office ❑❑ Count ❑Department of ❑ orEforce . Custom DeEblopment usin El PHP, ❑EEEl, R EIS ❑ ❑ eb DeEblopment, ❑ Cin❑ ❑ Communit❑ SerFices Serlices ® D ❑CS a- De Cblopment . Mobile ❑first De Cblopment of ❑ eb ❑Etensions for ❑pplications and ❑nalFtics Data stores Dubai ❑ orld ❑rade Center ❑ ❑ ❑ Ell® • MiEkation of Microsoft ❑EbEanEb to Office 365 Cloud subsidiar❑ Cblps Dubai ❑ orld ❑rade . Best Practices to deplo❑Office 365 Center Mi Cfation to Office 365 in Multi P E-ases ❑n E-a Cement CCos ❑nCeles Count❑Internal SerEices . ❑rcCitect, ConfiEbre and CustomiFb ❑nterprise Content Department ❑ ❑rc Citect and De Glop Mana Cement S Ekem for ❑SM ❑ and I ❑S SM ❑ contract ❑pplications in Documentum and administration and otCer sEiired applications usin❑ ❑MC Capti E S C-ared ❑n Cironments Documentum Suite ❑os ❑nIbles Count❑Internal SerEices • Deploq Confidre and CustomiCb Enterprise Content Department ❑ Supportin ❑ Mana Cement S Ekem for e ❑ppeals and e C31it ❑ Documentum ❑pplications for HR in Cesti Cation, and non-e ELAt ❑ in Cesti Cation usin ❑ ❑MC Department Documentum Suite Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 16 Supplemental Questions 4. Supplemental Questions i. Description of the major service offered by the Proposer's firm. ❑ ❑ Ell is an I❑ services and solutions firm focused on Project ManaE�ment, Custom ❑pplication De ❑elopment, ❑ or Cflo ❑ ❑utomation, S [stem ❑ dministration, Document Mana Cbment S C�tems, Data InteCTation, ❑nalEtics, Cloud ❑ De❑Ops, and Cmersecurit❑ services, I❑ Securit❑ SerEices, Ris❑ ManaCbment, for public sector a❑encies and enterprises across diCbrse industries. ❑ it❑ decades of e ❑perience and an e ❑bl Cbd deli Cbr ❑ model, ❑ e deli Cbr specific solutions t Cat enable business efficiencies to orCaniCktions. ❑ e CaCb industr❑e❑perience in tCb Count❑ ❑oEbmment, Human SerEices, Healt❑Care, Biomedical, ❑erospace, and Manufacturin❑ ii. List of acceptable invoicing frequencies. (i.e., weekly, bi-weekly, semi-monthly, monthly) Mont a ❑ In ❑bices. iii. The number of years that the Proposer has been in the business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note and explain.) ❑ ❑EII Cas been in tCb business of proEidin❑ temporar❑ tec[holoCl] contract service personnel and consultin ❑ ser [ices for t Cb past 23 Gars. ❑ it ❑ stron ❑Project Mana Cbment ❑ ❑perience o ❑erseen b ❑ a PMP certified deli Cbr ❑ [bad, supported b ❑ tec Ehical and domain e ❑pertise, ❑ ❑ El is confident t Cat it can deli Cbr t❑e CitET� project on scvbdule and ❑it An budvbts 111111 t[b time for tvb Cit❑ ❑ ❑ Ell Cas local office just around t[b corner in ManC-lttan Beacq California. ❑❑en in t[b unbound ❑orld of tec Eholo 11� t As local presence is still important, especiall 1111 Cbn it comes to t ❑e C31man element. ❑ e pro Cide consultants ❑ e Ca Cb Eho ❑n and []or Cbd []it ❑ us for Gars rat Cbr t Can rel Cin ❑ e Cblusi Cbl ❑ on j ob boards and online submissions. ❑Cbrefore, ❑e can ❑ouc❑ not onl❑ for tvbir E alifications but also t❑eir c Caracter and commitment. ❑Cb team ❑e Cavb assembled is aEile, responsi❑e and brines e❑pertise in multiple tecEholoEieS. ❑dditionallq it is our compan❑culture to ensure cvanvb orders impactin❑budvbt are onl❑issued ❑Cbn tCbre are substantial recisions to project scope. ❑ e ❑ill be fleEible tCkouvlbut tvb project to accommodate t ❑e moderate c Can ❑es necessar ❑ for t Cb success of an ❑ collaborati Cb en Ca Cbment. iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services. Our continued success as a staffin❑ services and solutions inteCTation compan❑ comes from people [processes 10z�c Eholo EE ❑e assemble for our customers. ❑ ❑ Ell confirms teat ❑e Eli b tec Fhical staff in place to immediatel❑ provide services to tvb Citq for fivbd-price projects and time ❑ material en Ca Cbments. ❑ e Ca Cb o Cbr 40 consultants li lln ❑ in ❑os ❑n Cbles Metro area, ser Cin ❑ man ❑ local ❑b Cbmment a Cbncies in Count[] of ❑os ❑n[bles. ❑ e alread❑ CaEb tvb e❑perienced consultants for t❑e sEills t[at tvb Cit❑ is see [in ❑ in t[is RE'. Our account manacbrs assist clients durin❑ t[b initial staff on-boardin❑ to mana❑e Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 1 ❑ Supplemental Questions eCpectations, ensure Smoot❑ transition and Eho❑led Eb acEuisition on client domain and project scope, re Cie ❑ ❑ it ❑ client and staff e Cyr ❑ t ❑ o ❑ ee Cs durin ❑ tE� first Euarter and do a Fbarterl ❑ re Cie ❑ on contribution and proFTess of tE� project. ❑Cis process identifies an❑ E�arlC�siEhs❑of performance issues and obj ecti Cis to be ac Cie Cad. B ❑ Ehluin❑ emplo Cues as our most lital asset, ❑ ❑ [J ❑ill recruit, retain, and bac Gill consultants ❑ Cb brin ❑ a passion for ser Lice e aellence, on Coin ❑ learnin q and e Cceptional deli Cbr ❑ to our clients. ❑ ❑ Ell ❑ill le CbraEb best practice processes, State and ❑ocal Cb Ebmment Cortical focus and tec [bolo m speciali Cktions to deli Cbr carefull ❑ screened candidates on a timel ❑ basis for t Cb Cit ❑ In an unli Cb1 ❑ e Cbnt of Ea Cin ❑ to source talent from t Cb mar Cot, ❑ e Ea Cb efficient HR teams to Cblp Eire and onboard most C3ialified consultants. V. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting. ❑ ❑ Ell is adept at identifFin q assessin q and pro Odin ❑ outstandin ❑ I ❑ professionals, especiall ❑ for FTard- to-find ❑s Cills, to mate ❑ Cit ❑ proj ect ® needs. ❑ ❑ IJ maintains a national net ❑ or ❑ of talent, man ❑ of t Cbm read ❑for relocation for riEEt enEli Cbment. End tC17ouCmut eEtensiEb candidate acEbisition and eCliluation process, our staff is positioned to properl ❑ satisf❑ an El potential re E irement. People ❑s a staffin❑ser[ices and solutions inteCtation companq people form tCb core of tCb Glue ❑e offer to our customers. ❑ it ❑ o Cer 40 ❑ team of local consultants, our professionals brin ❑ a passion for tec Colo CIC enablement and Eualit❑solution results. ❑ dedicated Center of ❑Cbellence CCO❑❑ caters to cross trainin❑ our staff bot❑ on tecEholoCI7 and leaders Cip s Cills. Our internal trainin ❑ seminars, referred to as mnli Cltenment Sessions, ❑ Ea Cb addressed topics includin❑ ❑pplication De Cblopment, S CarePoint up Ckade, SO ❑, Securitq S ❑P, Bi ❑ Data, Business Process re-enEineerinq CAE , Oracle, PeopleSoft, ❑❑, BI, and Microsoft, to name a fe❑. ❑ e proElde emplo Coe trainin ❑ in soft s Cills suc ❑ as presentation, business anal Cris, and t Cb end user c Can Cb mans Cbment process. ❑ Cb CO ❑ also facilitates personnel certifications suc ❑ as PMP, I E1I ❑ and ❑ Clle Met Cbdolo Lies. Process & Systems ❑ ❑ CCI C� industr C-standard best practice processes orc Castrate emplo Coe s Cills to ❑ard A CIS Eualit ❑ enterprise outcomes. In proj ects suc ❑ as ❑ se of Cbrce, t Cese processes CI Cb enabled ❑ ❑ CJ to coordinate multiple client teams. Thought Leadership ❑ ❑ EII S t Cbu CIt leaders Clp enables consultants to pro Clde strate Cic insi CIS for customers ❑ Ion EAerm I ❑ roadmaps. ❑ ❑EII conducts seCbral ❑ebinars, seminars, meet -ups, and mini -conferences focused on assessin ❑ emer [in ❑ tee Colo Lies, s Clrin ❑ earl qadopter case studies, and translatin ❑ CI­pe into actionable stratelies. Some of tE� companies tEIt EkE� joined ❑ ❑CA ❑ ebinars include ❑dobe, Microsoft, Cisco, Ainiper, Oracle, and Cloud®eEOps. ❑C�se sessions consistentl❑include audience C31estions from around t Ce ❑orld ❑ Cic ❑ often c E411en Cb assumptions and compel important refinements to solutions. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerCices 18 Supplemental Questions ❑ e are a Ebited about t Cb prospect of ser [in ❑ t E� Cit ❑ t CTou m ❑ ❑ Ell 1� meticulous staffin ❑ and enE-aCement services. vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability. []one. vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) ❑CTee [3 asample resumes are included in tE� section Annexure: Resumes. viii. List of the types of technology specialties for which the Proposer provides temporary placements or consulting services. (For example, if you only provide consulting services for a specific product or skillset, please specify.) Belo ❑ is t Cb list of t Ce t Cpes of tec [bolo m specialties for ❑ Eic ❑ ❑ ❑ III can pro Eide temporar ❑ placement or consultin❑services. ✓ ❑pplication ❑ Devblopment SerEices ✓ Project ManaEbment ❑ Business ❑naIEMs ✓ ❑IS Services ✓ Des vtop Support ❑ Helpdes ❑ ✓ ❑et❑or❑ ❑ ❑elecommunications Services ✓ Data Center ❑ Operations ✓ C mersecurit ❑ ix. List of any unique qualifications and/or experience that distinguish the Proposer's ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services or qualifications. ❑ ❑ Ell states t Ei t ❑ e C-a v-b all t v� capabilities to pro vide emer v�nc ❑ placements ❑ it 1124 Cburs, to conduct tec Ehical Ei aliflin ❑ testin q to use vi EEI v} C3xalified tec [bolo CI7 screeners to e C3iluate and rate candidates ❑ s Eills, to emplo ❑ special tec vhi Ei es to trac ❑ a placed contractor S performance, to pro Eide on -call for speciali Cbd tec [bolo CDneeds, etc. ❑ ❑ Ell Cris ❑or Cbd side-b v�side ❑it ❑ man ❑ of t Cb s Eilled tec Eholo EE and mana vbment professionals ❑it vin Response to REP 1120-124 - Information ❑ecCholom [is-❑eeded Professional SerClces 19 Supplemental Questions DPSS, ISD, CSS and otEbr Count❑departments Eland continues to upCbld tEeir confidence b❑deli❑erin❑ successful projects, protectin❑ assets and inteFiatin❑ t❑e inCbIE�ment of Count[] staff. ❑s sucq fell Condors E-a Eb as broad and deep understandin ❑ of t E� s Estems, staff, business protocols, policies, and practices of t Ce State and ❑ocal ❑o Cbrnments as does ❑ ❑ CJ. ❑ ❑ C11 maintains a co Cesi Cb team t C-t is s Filled in citi Can and emplo Cbe-facin ❑ applications and infrastructure, t C31s pro Odin ❑ e C�ertise across a broad ranCb of disciplines, li Cb Cloud ❑nablement, Responsi Cb ❑ ebsites and applications, Business Intelli Once, S Ekem Moderni Cktion, ❑RP Implementation, S atem Inte Ckation, Proj ect Mana Cbment, and Securit❑for public sector aCbncies and enterprises across diCbrse industries. X. Description of Proposer's methods used to identify potential candidates. Our account mana❑ers ❑ill ❑or❑ closel❑ ❑if❑ Cif❑ leadersEip to understand tE� eE�ectations. Bein❑ an establis Ced ser Cices pro Oder for local Cb Cbrnments for o Cbr 22 Gars, ❑ ❑ CA E s all t Cb s Cills a El ilable in Cbuse as needed for t C� Cit ❑ In fact, ❑ e E C� o Cer 40 consultants li Cin ❑ ri CIt in ❑os ❑n Coles Metro area. In an unli E0 ❑ e Cent of C- Cin ❑ to recruit resources from outside, our Cibrant HR teams and C-ast emploCbe net❑or❑ [present and past❑can C31icC1❑identif❑most C31alified talent and onboard tCbm upon selection b❑tlb Cit❑ Staff Selection Staff and Inter Lie ❑ Performance Process Mana❑ement Staff Acquisition Plan Staff ❑c C3aisition Staff ❑rac ❑ ❑ Mana Cb Staff tl ❑rainin ❑ Figure 2: WATI's Hiring Process Candidate Sourcing Strengths • 360 ❑ ❑ ❑ C1 consultants Gast and present[] • 3 ❑eCbls of Screenin❑ and Inter C3e❑ process • Professional bac mound c C�c ❑ and fin Ebrprintin ❑ • 10 Dedicated Recruiters • 10,00011 resource pool dra❑n from emplo Coe referrals, recruitin❑ databases, job fairs and social media net❑orE� ❑ ❑ ❑I ❑ill le Cora Cb its best practice processes, State and [local Cb Cernment Cortical focus and tec Eholo CI7 speciali Cations to deli Cer carefull ❑ screened candidates on a timel ❑ basis for t Ce Cit ❑ ❑ ❑ ❑I C� applied processes ensure tEiA consultants pro Eided b❑us brin❑bot❑tEb tecEhical C3xalifications as El ell as tCb ❑or❑ etEic and cEiiracter to delilbr lonC:term Glue to t1b Cit❑ ❑ 11111 folio❑s tCb processes tEat enable us to Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional Ser[Aces 20 Supplemental Questions meet t E� Cit ® sc E�dule and bud Cbt re Euirements. ❑ e are committed to e Ciial opportunit ❑ emplo Ement. ❑ e do not discriminate a FI inst emplo ❑ees or applicants for emplo nment on an ❑ le C-111 ❑ reco Ehi led basis ❑Irotected classmincludinq but not limited to, E�teran status, uniform serEice member status, race, color, reli Lion, se q national on Ein, a Ce, p FT-kical or mental disabilit q Emetic information or an ❑ of Cyr protected class under federal, state, or local la❑. ❑ ❑111 emploEees are instilled ❑it❑ our corporate core Ehlues❑ Collaboration, InteEhtq Communitq and SerEice ❑Ctellence. ❑ ❑ Ell S Grin ❑ Cf1ecruitin El process includes t Cb follo El in m ✓ Requirement/Request: ❑Ce account manaEbr interacts freFlient1❑ []it[] Grin❑manaEbrs to identif❑ staff au Ementation needs, includin ❑ description, s Fills, and competencies alon ❑ []it ❑ team ma Eb-up, en Eironment, and or Eiini Cational culture. ❑Cb account mana Cbr applies t Cbse insi EEts to proacti Cb1 ❑ identif❑ candidates t Chit could pro Eide for current and future needs from t Cb client. ✓ Pre -Qualification: Internal and eEternal resource databases are leEbraEbd to s❑ortlist professionals ❑ Eb recei [b an initial screenin ❑ focused on to Elstical factors and resume ali Ehment ❑it ❑ t Cb re Ebirements. Sources include internal emplo ❑ee references, recruitin ❑ sites, Cfoups lhet ❑or F�, social ❑ebsites, and job fairs. ✓ Competency & Training: ❑ollo❑in❑ tEb on-boardin❑ of a candidate, personnel are proFided on ❑bin ❑ in- ❑buse trainin ❑ and coac Ein ❑ to continuall ❑ e ❑hand Eho ❑led Cb base and s Eillsets. ❑E� ❑ are encoura ❑ed to underta Cb certification pro Gams rele Clint to competencies ® Eills. Man ❑ of our emplo Cbes are certified in S ❑P, Microsoft, CA Eli, Oracle, PMP, I EI ❑ and ❑ Cile Met ❑odolo Lies. xi. Description of Proposer's methods used to screen candidates and to match their qualifications against the requirements of a City job assignment. ❑n additional ad C-anta Cb offered b ❑ ❑ ❑ EII ® t ❑bu CIt leaders Cip and e Ctensi Cb project e C�erience is t Cb diCbrse sEillsets and domain e❑�ertise aE4ilable to perform tecEhical and subject -matter inter Fie❑s. [Cis Euic Cl ❑ ❑eeds out un Ehalified candidates and sa Cbs t C� Cit ❑time ❑ Cbn conductin ❑ its o ❑n inter Cie ❑ s. Because ❑ ❑ 111 brin ❑s competencies and solutions t Cat e Ctend be ❑bnd staffin ❑ alone, Ile are able to pro Fide added Clue for strate Cic plannin ❑ and addressin ❑ an ❑ obstacles t Cat arise in e Cbcution. ❑ e loo ❑ for ❑ and to e Cplorin ❑ inno Ceti Cb ❑ a C� our respecti Cb stren Ct a can be combined to deli Cbr e ❑ceptional Clues to tCb departments and residents ser❑ed. WATI's Strengths and Abilities in Recruiting and Filling Information Technology Roles Personnel Requisitions Personnel re Ciiisitions are initiated b ❑ clients ❑super C3sor Cdiana ❑er, appro Cbd b ❑ t Cb procurement, and t Cbn for❑arded procurement process of client. Personnel re Euisitions s ❑buld indicate t Cb follo ❑in m • Position title. • Position© ❑burs ®C3fts. • Reason for t Cb openin ❑ • ❑ssential job functions and C3xalifications Cbr a current job description ma❑be attac❑ed❑ Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 21 Supplemental Questions • [In ❑ special recruitment ad [brtisin ❑ instructions. Internal Resources ❑ ❑ Ell emplo Ebes ❑ ❑b Eli Eb matc Cin ❑ s Fills El ill be considered first for t Eb position. ❑ ❑ Ell emplo Ebes El ill complete reC31est form and submitted to ❑ ❑ Ell recruitment manaEbr ❑itCin tEkee daC]§. Recruitment Advertising Positions are ad C&rtised e Iternall ❑ based on need and bud Cet re CLzirements. ❑ ❑ Ill recruitment mana Cyr is responsible for placin ❑ all recruitment ad [brtisin ❑ Interview Process ❑Eb recruitment mana❑er and tEb recruiter ❑ill screen applications and resumes prior to sc❑edulin❑ inter Cie ❑ s. Initial inter Cie ❑ s are Ebrierall ❑ conducted b ❑ t Eb ❑ 11111. ❑eam inter Cie ❑ s ma ❑ be conducted as needed for some positions. If a team inter Cie❑ is conducted, a structured inter Fie El process is follo❑ed. Inter Cie❑ CRxestions ❑ill be compiled b❑tEb interCie❑in❑team and re Cie❑ed b❑tEb recruitment prior to t[e inter Cie❑. ❑fter t[b team completes t[b inter Cie❑ process, t[b results of tE� inter Cie❑ []ill be for❑arded to client for re[ie❑. 1111 applications and resumes of applicants not selected must be for❑arded to tE� HR department for retention. Job Offers If t Eb ❑ ❑ [A recei [bs satisfactor ❑ results from t Eb reference c Cbc Es, criminal bac ETL ound c [bc q and t C� dru❑and alcoCb1 screen, it El ill notif❑tEb candidate to confirm tEb job offer. Initial Start Date and Orientation • On an emplo EbeS start date, tEb emplo E e El ill complete reC3iired paper ❑or❑and an orientation ❑it❑ t Eb ❑ ❑ F-T. • ❑ ❑ EII ❑ill complete t Eb ❑ e ❑-Hire C Ebc Ciist ❑it ❑ ne ❑ emploEbes es and re Cie ❑ department policies and procedures. WATI's Guaranteed SLAs S. No.11 1. Service Response to P Cbne Calls K Response Time Md ❑ itCin four business Ours 2. Response to resource recruitment reC3iests El per tEb timeline or ❑itCin 5 business daEl, 3. On boardin❑Selected Consultants 2 [lee Es from t[e date of selection 4. Replacement of Candidates 2 [lee Es from t[b date of notice xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. ❑ ❑ [>I follo ❑ s t [b belo ❑ met Cbds to assess and confirm candidate [� tec Eholo CI7 s [ills Curio ❑ led [e, experience, []or[] Cubits, interpersonal skills, etc. ✓ Pre -Qualification: Internal and eEternal resource databases are leE raE d to sCbrtlist professionals ❑ Cb recei Eb an initial screenin ❑ focused on to Cistical factors and resume ali Ehment ❑it ❑ t Eb Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 22 Supplemental Questions re Fbirements. Sources include internal emplo Ebe references, recruitin ❑ sites, Croups Chet ❑or F�, social ❑ebsites, and job fairs. ✓ Qualification/Selection: Cbllo❑in❑ pre-C31alification, ❑e conduct in-dept❑ screeninF� to t❑o additional emplo ❑ees to assess t ❑eir tec Ehical s Cells, domain e Cpertise, Eho ❑led ❑e of business processes, communication, and professionalism. xiii. Description of Proposer's methods used to establish candidate availability with respect to the project schedule of the City assignment. ❑ ❑ Ell confirms tat ❑e Ea Cb tec 1hical staff in place to immediatel ❑ pro Cide ser Ekes to t Cb Cit ❑ ❑ s a staffin❑ serEices and solutions inteCTation companq people form tCb core of tEb Clue ❑e offer to our customers. ❑ e C- C� o Cbr 40 consultants li [in ❑ in ❑os ❑n Coles Metro area, ser [in ❑ man ❑ local ❑b Cbrnment a❑encies in Count❑of ❑os ❑nEbles. ❑ ❑ Ell C� C� ❑ indicators for recruitment are dri Cbn b 115 factors t at our efforts in eac ❑ of t ❑ese areas is directl ❑based on our abilit ❑ to ac Euire business. ✓ Existing Customer Requirements: ❑ ❑EI as a lon[Aastin❑ relationsEip ❑it❑ eCbr❑ customer account t13tt ❑e entered into. Because of our performance, and commitment to our customer, most of our business as been t Ckou EE [lord of mout ❑ and references. Our recruitment is mainl ❑ dri Cbn b ❑ e C-istin ❑ customer re C31irements. ✓ Sales and Marketing: ❑Cbse are potential ne❑ customers t[It are eitCbr referred b❑ our eEistin❑ customers or b ❑ found b ❑ sales and mar Cbtin ❑ teams. ❑ Cbse re C31irements tri CT-br recruitment. ✓ Bids and Supply -Chain: ❑ ❑❑I is part of larEb number of public sector procurement contracts across t Cb [IS and t ❑ese contracts dri❑e our recruitment efforts as []ell. Our team of recruitment is constand ❑ on top t Cbse re C31irements, acti Cb1 ❑ see F-in ❑ E alified resources. ✓ Projects: ❑ ❑[J as a separate business line tat specificall❑deals ❑it❑solution-based projects and practices. ❑s ❑ ❑ EJ []ins more projects, tEb recruitment needs increase for our staff. ✓ New Technology Trends: ❑ ❑II Gres, trains and recruits, professionals in cuttin❑ ed❑e tec[holoC-ies, Cbepin❑ in line ❑it❑ marCbt trends and reE irements. ❑ ❑ El as a trained pool of resources in 1111 S, ❑ Care and ❑dobe ❑C�erience ManaCbr. xiv. Description of proposer's process for conducting staff evaluations. Performance Optimization Plan ❑ e appl ❑ best practices in terms of emplo Cbe performance optimi Cation b ❑ proacti ❑el ❑ see Can ❑ re Eular client feedbac ❑ as ❑ell as staff inputs. ❑ e immediatel ❑ ac Clio El led Cb, document, and meet El it ❑ t Cb client PMO IPM to anal CIb t Cb root cause of an ❑ emplo Cbe performance issues and put in place a miti Cation strate CIC Strate Lies ma ❑ include t Cb folio ❑ in ❑ approac Cis ❑ ➢ ❑rainin ❑ on tec Ehical s Cills and domain [ho ❑ led Cb ➢ Counselin ❑ on personal or professional front ➢ Monitorin ❑ t CTou C❑C status reports Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 23 Supplemental Questions ➢ ❑ssistance tCTouEEISM❑ or Specialist from our business practice ➢ Debriefin []and Orientation ❑ e also are proacti Ce in trainin ❑ multiple resources for specific staff functions [domain. ❑rom our Center of ❑Cbellence, Ile are able to bac Gill resources more promptl ❑ in t ❑e a Ctremel ❑ rare cases ❑ Can a performance issue cannot be resolEM to tCe satisfaction of a client. ❑C�icallq ❑e are able to bacFTHI a staff ❑itEin E2 to 96 Cburs on most competencies. Performance eE luation is continuous process tCkou❑�ut tEb Char at ❑ ❑l][ and is dra❑n from Carious sources ❑ ➢ ColleaC3ies and Peers reEie❑s ➢ ❑ ccount Maria Ctrs mana Can ❑ t C� staff Cat Cer inputs Ifeedbac ❑ on a proacti Cb basis from our clients ➢ 360-de CTee self -assessment and performance e C-luation forms co Grin ❑ t Cb follo ❑in ❑ cate ❑bries • Leadership: ❑Cis area furt❑er subdiEided into caracter, accountabilitq Cision, and sound jud Ement. • Excellence: Determined b❑ relie❑in❑ t❑e follo❑in❑ areas❑ Results Orientation, CC-knEb ManaFbment and Customer Orientation. • Business Orientation: [Cis addresses areas of Domain InsiEEt, StrateEic Plannin❑ and ❑nal Cris. • Interpersonal skills and Communication: ❑ e consider communication ❑e❑ to an[] oraniCktions success and ❑e encoura1b deCblopment in tEb folio❑in❑areas []Influence, [learn P1aCbr, Conflict Manalbment, C7isteninq Disseminatin❑formation. • Employee Development: Consists of acEho❑ledFin❑ strenEtEs and ❑eaFhess, personal de Cblopment, et Cics. ➢ Mana Cbr performance a ❑aluations and recommendation are pursued dili Cbntl ❑ B ❑ Caluin ❑ emplo Cues as our most C3tal asset, ❑ ❑CAI is able to recruit and retain consultants ❑ ❑b brin ❑ a passion for ser Lice e ❑cellence, on ❑bin ❑ leamin q and e Cteptional deli Cbr ❑ to our clients. xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City. Cbllo ❑ in ❑ t C� on-boardin ❑ of a candidate, personnel are pro C3ded on [bin ❑ in- ❑buse trainin ❑ and coac Can ❑ to continuall ❑ e ❑pand [ho ❑led Cb base and s Cillsets. ❑Cb ❑ are encoura Cbd to underta Cb certification pro Gams rele Cent to competencies ® Cills. Man ❑ of our emplo Cbes are certified in S ❑P, Microsoft, CA Cil, Oracle, PMP, I IJ ❑ and ❑ Cile Met Cbdolo Lies. ❑ dedicated Center of ❑Ctellence CCO❑❑ caters to cross trainin❑ our staff bot❑ on tec[holoCl] and leaders lip s [ills. Our internal trainin ❑ seminars, referred to as CI]nli EEtenment Sessions, ❑ C- Cb addressed topics includin❑ ❑pplication De Cblopment, S C-arePoint up CTade, SO[], Securitq S ❑P, Bi ❑ Data, Business Process re-enlineerinq all, Oracle, PeopleSoft, ❑❑, BI, and Microsoft, to name a fell. ❑ e proEide emplo Cbe trainin ❑ in soft s Cills suc ❑ as presentation, business anal Cris, and t Cb end user c Can Ce Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 24 Supplemental Questions manaFbment process. ❑Fb CO❑ also facilitates personnel certifications suc❑ as PMP, IEJ❑ and ❑File Met Cbdolo Fies. xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City. ❑Fb follo ❑in ❑ are a fe ❑ of our emplo Fbe de Eel opment processes ❑ ➢ Support [Sponsors lip for Bac E0or [Masters educational pro Ftam ➢ Mentorin []and leaders Fip pro FTams ➢ Performance e FWuations and constructi F� feedbac ❑ mec El nisms ➢ Opportunities Flit Fin t Fb compan ❑ for cross-trainin ❑ and career pro FTession ➢ Participation in tecFholoCDconference to understand emerFin❑trends xvii. Description of any programs and benefits provided by the Proposer to its personnel engaged with the City that ensure their retention for the period required by the City. ❑ ❑ Ell reco Ehi Fes t Fb importance of continuit ❑ t FTou m retention. B ❑ focusin ❑ on emplo ❑ FTo ❑t ❑ and compensation pac Fl Fps, ❑ ❑ EI boasts a benc Cinar❑ success in Firin❑ and retention, specificall g our Retention Rate Cols been aboE� 900 for tFb last 5 Furs ❑it❑an aE&aEb reFbisition to fill rate less tFIn 2 ❑ ee Es across all pro FTams. ❑ ❑ E11 Fi s an en Fiable turno Fir record because our team ensures t C-lt its emplo Foes are treated fairl ❑ and ❑it ❑ respect. ❑ e offer e E itable, competiti Fb salaries and frin Fb benefits to Fblp attract, moti Elite, and retain a E alit ❑ staff. Our team members El compensation plans are Fi FIl ❑ competiti Fb ❑it Fin t Fb I ❑ industr g ma Fb a persuasi Fb case to join ❑ E111, and Celp retain s Filled emploFbes, ❑File maintainin❑oFbrall cost-consciousness. Benefits include 401=Fbstin❑and bonuses. Re Fblar full-time emplo Fees are offered paid cation ®ic ❑ lea F�, lon ®Cbrt term disabilit g Cblida Es, training medical, prescription, and dental assistance, Fision care, etc. xviii. Confirmation that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g, After six months of placement, IT Service Provider personnel may be hired without any penalties, etc.). ❑ ❑ Ell confirms tEat tFbre are no penalties to eitFbr tE� Cit❑or I❑ Service Provider personnel placed ❑it❑ t Fb Cit ❑ if t C3tt indi Fidual Eas to become a Cit ❑ emplo Fee. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 25 Cost Proposal 5. Cost Proposal Below are the tables with our rates for each of the Technology Specialties we are responding to. Estimated Rates Labor Category Title Estimated Estimated Minimum Hourly Rate Hourly Rate Engagement (Offsite) (Onsite) Hours ❑pplications ❑ S Ckems ❑nal ❑fit 1:60 EEO 111111 De ❑elopment SerAces Pro Crammer®e Ebloper ❑60 EEO 111111 0111111 -C q ❑B. 11111111 ❑ eb De ❑eloper 1:60 CID ❑ EE 011❑❑[PHP ❑ Database ❑dministrator li:o E80 ❑ EE IMS S 1111, Oracle ❑ Document Imalin❑ E80 1:90 111111 ❑pplication Specialist ❑❑aserfic Cb ❑ Business Intelli Once 1:60 CID ❑ EE Specialist Mobile ❑pp deEbloper EEO Cg0 ❑EE CiOS ❑ android OS ❑ Project ManaE�ment ❑ I❑ Business ❑na1Ckt ❑ O E80 111111 Business ❑nal❑fiis C❑it❑municipal Cb Cbrnment e C�erience ❑ Project ❑ead [for CS5 ®5 ❑ EE deplo Cinent of purc Cased soft❑are application[] ❑ec Eholo 71 Consultant ❑60 EEO ❑ [IT] for speciali Cbd applications S Cktem ❑Ealuation ❑ 1:60 ® ❑ Cm Selection Consultant ❑IS SerC:ices ❑IS ❑dministrator CID E80 ❑ Cm ❑IS ❑na1C-kt CID 180 ❑ [IT] ❑IS Intern CID CS0 ❑ [IT] ❑ et ❑ or 1111 Infrastructure ❑rc Citect 1:90 11100 ❑ Cm ❑elecommunications ❑et❑or❑ ❑nEineer EE5 C:85 ❑ Cm SerC-ices [Cisco❑ ❑et❑or❑ Securit❑ IF5 CS5 ❑ Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerCices 26 Cost Proposal ❑n Cineer CCisco martinet ❑et❑or❑Specialist ❑ ❑ 5 E85 ❑1111 ❑❑ ❑ ❑dministrator [Cisco ❑ ❑ ireless infrastructure EEO Cg0 ❑ EIE ❑nEineer ®Tuba❑ ❑elecom ❑OIP ❑ O Cs0 ❑ [IT] ❑dministrator [Miltel IS ❑bretel ❑ ❑elecom ❑OIP S F�tem ® E80 111111 ❑n Cineer [Miltel IS Cbretel ❑ Data Center ❑ S EWrns ❑rc 11tect and ®0 11100 ❑ LLE Operations ❑n Cineer S F�tems ❑dministrator ❑65 E5 117 ®✓IS ❑ indo❑s SerE&11 Data Center ❑n Eineer E60 ® ❑ EIE FIP serEbrs, ❑ in OS, ❑M❑are, HP S❑❑❑ C mersecurit ❑ C Ebersecurit ❑ ❑n Finer E80 ❑90 111111 C Ebersecurit❑ ❑nalC�kt E80 C90 111111 Des Ftop Support and ❑ec ❑ Support ❑ead E50 ❑60 ❑ [IT] Helpdes ❑ ❑ec ❑ Support Specialist E30 ❑40 ❑ EIE ®es Etop ❑ ❑ec ❑ Support Intern E20 Qi 0 ❑ EIE Markup Percentages Resource W2 Employee Corp -to- Est. Hours Until Type Markup % Corp Rate Drops to Markup % Identified Resource Markup % Proposer ❑bund 33 ❑ 18 ❑ 2,000 Hours Resource Identified Resource 24 ❑ 9 ❑ N/A * To be determined at acceptance of candidate Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 2 ❑ Certifications (Attachments) 6. Certifications (Attachments) ❑E� follo❑in❑completed and siEhed forms are included from neEt paE� on❑ards. ❑ttac [-merit ❑ QZeferences ❑ttac [merit B Q'roposerS Statement ❑ttac[-ment C❑❑on-Collusion ❑ffidaFit ❑ttacEment D❑❑on- ❑obb[in ❑Certification ❑ttacEment ❑❑❑on -Discrimination Certification Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 28 (D CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Contra Costa County - Office of the Sheriff Ja ashree Kasukurthi Customer Name: Contact Individual: Y Address: 30 Glacier Dr. Phone Number: (925) 375-9981 Martinez, CA 94553 Facsimile Number: Contract Amount: $1 Million+ Year: Feb 2017 — Ongoing Description of supplies, equipment, or services provided: WATI is assisting Contra Costa County's Sheriff Department in modernizing ARIES, to enable improved user experience for law enforcement officers. Reference Customer Name: County of Los Angeles — WDACS Contact Individual: Mike Agostinelli Address: 3175 W, 6th St. Phone Number: (562) 425-1478 Los Angeles, CA 90020 Facsimile Number: Cumulatively, several million dollars till dat Ongoing relationship Contract Amount: Fear: g g p Description of supplies, equipment, or services provided: Over 30 projects in last 15 years. Reference County of Los Angeles — Internal Services Department Customer Name: Contact Individual: Ivan Pacheco Address: 9150 E. Imperial Hwy Phone Number: (562) 940-3286 Downey, CA 90242 Facsimile Number: Contract Amount: $1 Million+ Year: October 2015 - Ongoing Description of supplies, equipment, or services provided: Provide programming and technical support to ISD's Enterprise Content Management System group with their application projects. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 (a CITY OF SANTA ANA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm West Advanced Technologies, Inc. Signed and Printed Name Title Date VS President November 24, 2020 Srinivas Veeramasu THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 u CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed ' S C' Vircrhta State ofjGaAPF�a, County of Lo v dtv err, S.Pbscribed a�d sworn to (or affirmed) before me on this rc1 day of Le , 20 =6 , by ao V eP rN rl�oroved tome on the basis of satisfactory evidence to be the person(s) who appeared before me. r_�WotXry Public Signature Ivan W. Chiew "a CommOnwealth of Virginia ' N FY Iti k.; Cam uW mission trio. 7893534 �Y Comrttigsipq expires f il3fi/?Q24 Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of 35 (9) CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: V S E--,, Title: President Firm: West Advanced Technologies, Inc. Date: November 24, 2020 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 33 of 35 CITY OF SANTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 Information Technology As -Needed Professional Services Page 34 of 35 (9) CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: v s e--,.,. Title: President Firm: West Advanced Technologies, Inc. Date: November 24, 2020 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 35 of 35 References 7. References ❑ ❑ ❑l® t[Tee 3 ❑references are included in section 6. Certifications (Attachments). Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 35 Evidence of Financial Capacity 8. Evidence of Financial Capacity ❑ El DI states tFItt, upon reEbest b❑tEb Citq ❑e Dill submit our most recent audited financial statement, e Eidencin ❑ our financial capacit ❑ to full ❑ perform t ❑e re Fbired ser [-ices, includin ❑ pro Eision of e Fbipment and personnel e E�enses o Cbr a ninet 11190 ❑cla ❑period. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 36 Insurance 9. Insurance ❑ ❑ EA states t Cat, upon a ❑ ard, ❑ e s Eall pro Fide t E� re Ebired e Fidence of insurance co Cora E� as set fort ❑ in t ❑e standard a CTeement ❑it Can ten a 0 ❑business da ❑s after receipt of ❑otice of Intent to ❑ ❑ard. ❑ e s E411 maintain, for t E� duration of t E� contract, insurance co ❑era ❑es as re Euired b ❑ t E� Cit ❑ ❑ dditionall q ❑ e s C-111 pro lide t Cb folio ❑ in ❑ insurance co ❑era ❑e ❑ "A warrant that we will maintain a prudent amount of errors and omissions insurance that covers negligent acts and is applicable to the work requested in the RFP. " Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 3 ❑ Annexure: Resumes Annexure: Resumes ❑CTee [3 asample resumes are included from neEt pace on❑ards. Response to REP 1120-124 - Information ❑ecCholom [Is-❑eeded Professional SerClces 38 !� WATI Delivering Excellence, since 1998 Resume #1: Manpreet Kaur, Project Manager West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Professional Summary • ❑n effecti ❑e project mana Cbment and anal Cris leader ❑it ❑ a distin Euis Cbd bac C❑Tound of de Cblopin ❑ sound strate Cic business solutions ❑ Cile, emplo Cin ❑proj ect mana Cbment and anal Cris best practices and met ❑bdolo Cies. • ❑ orCbd ❑it❑.net deCelopers to create ❑orCin❑moc❑s, data models and manaCbd a team of 18 people ❑ or Cin ❑ in . ❑ et en Cironment. • ❑ orCbd ❑it❑DiCital Customer ❑Cperience team to suEE�st and implement enCilncements for ❑eb and mobile [Blue ❑pp ❑as per business and reEblator❑needs • Created EIR❑ projects, Eheries, and reports as needed • Implemented ❑❑M tool CID❑S❑to proCide bod❑and orientation to PMO for mana Cin❑multiple proj ects bein ❑ de E0oped in- ❑buse or Candor mana Cbd. • Created and distributed pro Cram communications and performance reports on a consistent and timel El basis, e. ❑, ❑ ee Cl ❑ Pro Ckam Scorecard pro Cided to t ❑e ❑eaders Cip ❑earn eac ❑ ❑rida ❑ and Pro Cram Mont C1 1111 C�cuti Cb Performance das Cboard to t Cb [leaders Up [learn prior to eac ❑ ❑❑ecuti ❑e Steerin ❑ Committee meetin ❑ • ❑ solutions -oriented I ❑ specialist ❑it ❑ distin Ebis Cbd ac Cie Cbments directin ❑ a broad ran ❑e of corporate initiati Cbs ❑ Cile, contributin ❑ to t Cb initiatin C; plannin C; implementin C; closin ❑ and anal Cris of simultaneous, multi-p Cased I ❑ projects. SHILLS • Chiterprise Portfolio ManaE�ment • Roadmap • ❑pplication ❑ Project Portfolio ManaCbment • Product Mana ❑ement • C Can Cb Mana ❑ement • ❑dCisor❑Board • Disaster Reco❑er❑ • Business Continuit❑ • [learn Buildin ❑ • Mentorin 1111 Coac An ❑ • PMI • ❑ Me • SD ❑C Met EMS Q'ractices • Oracle ❑no ❑ led a Mana Cbment • Implementin❑Project ManaCbment ❑ifecEble • Portfolio ❑ Business ❑liEhment • Process Implementation ❑ Impro ❑ement • Di Cital transformations • Ons Core [Offs Core Outsourcin ❑ Model • MS Project • Database Desi Fh • Costin ❑ and Bud Cbtin ❑ Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 • Project ScE�dulin❑ • S EWins Mi liations and Inte CTations • Conflict resolution • ❑daptabilit❑ West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Education & Certification • B.❑. in Business ❑dministration, Dr. Babasalbb ❑mbedE r ❑ecEholoEical ❑ni❑ersitq Ma Ehras Etra, India • CSM CCertified Scrum Master[] • PMP [Project manaEbment Professional El Technical Skills • Databases: MS S 1111 SerEbr 2000, MS ❑ccess, MS Project, Facets, ❑ ❑ ❑ ❑, ❑ ❑M, QR❑, REI, Mo mps, .net • Languages: S ❑ ❑ and ❑M ❑ • Software: MS Po❑erPoint, MS Project, MS ❑isio, MS Project • Technologies: Microsoft ❑rontPaEb, Mobile, ❑ eb • Quality Management: ❑uic❑ ❑est Professional, ❑est Director, ❑ualit❑Center, ❑ EVI, and Bu❑ illa • Methodologies/Framework: Rational ❑nified Process [Rational Rose, Re Ehisite Pro, Clear Case, and Clear❑uestq ❑M❑ use Case DiaETams, SeFbence DiaFTams and ❑effit❑DiaFTams❑ Professional Experience: Satellite Healthcare, San Jose, CA Sr. IT Project Manager Sep 2018 to Present Satellite Healt❑care Inc. pro Eides patient -centered dial Esis and Eidne❑disease serEices in tEb ❑nited States. It offers ❑bme Cbmodial ❑Sis, peritoneal dial Cris, center Cbmodial ❑sis, and center nocturnal CbmodialE�is serEices Responsibilities: • ❑ffecti Cb1 ❑ communicated project e ❑pectations to team members and sta ❑e ❑olders in a timel ❑ and clear fasEion ❑iaised ❑it❑project staEbEblders on an on❑oin❑basis • Pl anned, sc Cbduled, trac ❑ed project timelines and milestones usin ❑ appropriate tools li Cb Plan ❑ie ❑ • DeEOoped content of status reports from tE� project team, analEl-bdresults, and troubles❑bot problem areas Defined project success criteria and disseminated t1bm to in❑b1Cbd parties tCTouEEbut project life cIble • Conducted project postmortems and created a recommendations report in order to identif❑ successful and unsuccessful project elements • De Cbloped best practices and tools for project e Cbcution and mana Cement Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • dstimated tEb resources and participants needed to acEie❑e project ❑bals ❑orEin❑ ❑it❑ot❑er functions • Directed and mana Led t E� I ❑ proj ect from be Cronin ❑ to end, inclusi E� of a stabili Cation period after CIb li Cb ❑ • Identified and resolCbd issues and conflicts ❑itEin tEb project team • Identified and mans Cbd project dependencies and critical pat ❑ • De Cbloped and deli Cored pro Ckess reports, re Ebirements documentation, and presentations • Proacti Cb1 ❑ mana Cod c Can Cos in proj ect scope, identif❑potential crises, and de Oise contin Cbnc ❑ plans • Built, de Cbloped, and CTe ❑ business relations Lips Cital to t Ce success of t Cb proj ect Department of Health Care Services (DHCS), Sacramento, CA Sep 2017 to Sep 2018 Project Manager/ Sr. Consultant CapMan is tEb larCbst paCiinent satem in tEb California State ❑bEbrnment and also tEb larCbst mana Jed care paEment sCstem in tE� nation. ❑o date, tCbre are 10 million beneficiaries enrolled across 1 E5 mana Ebd care plans. ❑nnual paCinents currentl❑approac❑ E30 billion and Cbnerate paCinnent instructions for C❑Cin❑bice t❑pes. CapMan replaced manual calculation and processin❑of Medi-Cal paEments and pro Odes t Cb seamless automation and inte Ckation of multiple entities ran Cin ❑ from Beneficiar ❑ Mana ❑ement, Contract Maria Cement, Comple ❑ Ci ETAe E0 pa Ement calculations, In ❑bice ❑ eneration, and Reportin❑ CapMan processes beneficiar❑manaEbment and eliEibilit❑data in accordance ❑it❑ ❑Cb Healt❑Insurance Portabilit❑and ❑ccountabilit❑ [let CHIP ❑ ❑ ❑ Ot❑er functions of CapMan include HIP❑ El -compliant 820 Remittance ❑ransactions, Supplemental PaElnnent processing and accountin❑for all capitated paEtnnents for a 24-mont❑period. CapMan also accounts for retroacti❑e enrollment and rate adjustments datin ❑bac ❑ 36 mont C­k. • ❑ or❑ed ❑it❑.net deEblopers to create ❑or Fin❑mocC�,, data models. • Proposed and cC3impioned tEb idea of a responsiEb desilh for ❑I across multiple platforms • ❑❑ecuted S ❑ ❑ C3ieries to pull data from database for I ❑ PMO reportin ❑ needs • Conducted user inter Eie❑s, ClitCbred reC3xirements, anal EEbd and documented business reEuirements based on tCb analE�is of ❑orCfIo❑ model. • ❑CtensiC0❑❑orE�d ❑it❑MS Office C❑Cbel, Po❑erPoint, ❑ ord SC-�rePoint etc. ❑for documentation. • ❑ orCbd on ❑I mocUips usin❑MoMps • Participated in ❑nal Cris and CIDD sessions • ❑pdated ❑se Cases for ne❑ and on❑bin❑enE- ncements in tE� sEkem. • Performed ❑ 1111 • Defined ne ❑ processes and interfaces ❑it ❑ of Cyr s EWms • Clstablis❑ed portfolios and instituted Bi-❑ eeEl❑Ris❑ManaE�ment and Status ❑pdate calls ❑it❑ leaders Eip. • O Cbrsa ❑ all projects in tEb PMO includin El business, I ❑, audit ❑ compliance, and strate ❑ic initiati Cis. • Created roadmaps and project plans in ali Ehment ❑ it ❑ or C-�ni C�ltion C� CTo ❑ t ❑ aspirations. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 • De Cbloped and maintained ❑PI das moards West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • Conducted cost -benefit analais on projects feasibilitq ROI and Ciabilit❑prior to presentin❑ concept projects to t E� steerin ❑ committee. • ManaCed a team of 18 people ❑orEin❑in . [let envronment • Created e Cbcuti E� presentations on portfolio status for t El BOD and Sr. Mana Cbment. • ❑ssisted in creatin❑companC�❑ide Stae ❑uide and Master ❑emplates. Created trainin❑material and trained t❑e correspondin❑class on St❑e ❑uide and template usaEb. • Pro Eided super Eision and support to team members on a project b❑project basis • ❑ ssisted in customi lin ❑ and implementin ❑ Or Eiini Cational SD ❑C and PD ❑C Environment: MS ❑Ctel, MS Office, MS Project, S are Point, MS ❑isio, S ❑ ❑ SerEbr Blue Shield of California, San Francisco, CA Project Manager/Sr. Consultant Sep 2044 to Sep 2017 Blue SC1eld of California [BSC❑is a ❑ealt❑plan prolider founded in 1939 and based in San ❑rancisco, California. BSC, an independent member of tCb Blue S Geld ❑ssociation, is a nonprofit Galt❑plan dedicated to pro Odin ❑ Californians ❑it ❑ access to Ei ED- Fbalit ❑ ❑ealt ❑ care at an affordable price. ❑ Eile at BSC I EaEb Clid tCb priEileEb to ❑or❑on multiple bi❑projects. Responsibilities: • Helped project sponsor to create SO El Business case and related documentation to Cbt tEb initiati lb or idea into an appro Cbd project. • Prepared ❑ or❑brea❑do❑n structure ❑ establisCbd tCb project baseline. • Prepared Communication project plan ❑it❑tEb Cblp of tEb SM❑s. • ❑ or Cbd closel ❑ ❑ it ❑ sta Cb ❑olders to identif ❑ t Cb tas E� o ❑ners, Cblped t Cbm establis ❑ due date ❑ identified roadbloc❑s, critical pat ❑to deliE& tE� tas❑S on time. • [lead tE� creation of content for C3 diEital communication materials, and Eideo projects accordin❑to industr❑best practices • Initiated t Cb projects from be Cronin ❑ and buildin ❑ t ib frame ❑ or ❑tat ali C%s ❑ it ❑ t Cb business need ❑ stood up project team. • DeCbloped detailed project plans includin❑user personas, ❑ireframes, content tables and 11111711 documentation. • Captured SO❑rerblator❑source oftrut❑documents from DHCS ❑ CMS ❑ebsites • Co-ordinated ❑it❑tCb ons❑bre and tCb offs❑bre teams to maCb sure ❑or❑is deliCbred on time as planned. • Supported 1IR❑ project administration b❑settin❑up effectiCb ❑orCflo❑s, comple❑projects, securit ❑ sc Cemes, custom forms, fields, das moards and report confi Ebrrations • Created bud Cbt and fund allocation plans for t Ce I ❑ department, to fund projects t Cat added t Ce CiCIbst 11ilue to tlb oraniC1ltional needs and ❑pals. • ❑ orCbd ❑it❑tEb senior leadersEip to resolEb project related issues. • Communicates ❑it❑diEital, Product, MarCbtin❑and Sales teams on specific needs and1dr problems, and acts as a liaison bet ❑ een teams, tec Ehicians, Condors and mana Cbment. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • ❑ orCbd ❑it❑DiC1tal Customer FIE-perience team to suEFbst and implement enCllncements for ❑eb and mobile flue ❑pp[]as per business and reEulator❑needs • Created QR❑ projects, Clieries and reports as needed • Implemented ❑❑M tool ®❑S❑to proClde bod❑and orientation to PMO for mana Fin ❑multiple proj ects bein ❑ de Ebloped in- ❑buse or [bndor mana [bd. • ❑ orCbd ❑it❑tEb sta❑e❑blders to establis❑t[b Operational readiness project plan to ma[b sure ri CI1 contacts are assi Ehed Cbn C1l EM ❑ educated to complete t Cb operation tas ❑S on time. • dstablis❑ed portfolios and instituted Bi-❑ eeC1❑Ris❑ManaE�ment and Status ❑pdate calls ❑it❑ leaders[1p. • ❑ or Cbd ❑ it ❑ desi [tiers to de Glop ❑ ❑ protot ❑pe • Mentored ❑ pro C1ded o Cbrsi CI1 tot Cb ne Ell ❑ C1red and Eimior Project Mana Ebrs. • Or Eani Cad and Prioriti 1bd t 1b Product bac Clo ❑ and ❑ ser Stories in QR ❑, Ilacilitated ❑I ®❑ and tec 1hical desi [11 sessions for EPPO project • Coordinated ❑ it ❑ sta Cb C:blders to ensure timel ❑ deli Cbries • ManaCbd project scope, client satisfaction, project sc[bdule, bud[bt, resources, o[bralI trac[1n❑ of issues, ris CS and deli Cbrables • ❑urned around tEI ❑e❑project on Operation ❑utomation tC1lt ❑as beEind scCbdule and met and e [teeded all ❑pals and obj ecti ❑es. • ❑ orCbd ❑it❑De[blopment, Production Content, ❑ ❑, Mar Cbtin❑ ❑utomation ❑I❑❑ ❑ teams • Created Product Deiblopment Road Maps and led t[b feature release communications • Identified and finali [bd soft El are product features and re C3airements based on feedbac ❑ from end users • ❑ed business process [data inte Ekation impro [bment opportunities to desi C11 t Cb most optimal solution as re Chested b ❑ t ❑e Curious partners • DeFbloped ❑ualit❑Control C❑C❑test plans and test scripts, as []ell as supported and assisted clients in all testin ❑p C1Lses t Ckou M ❑ ❑ ❑ • ❑urned around tCb Cb❑project on ❑utomation Cat ❑as beEind scCbdule and met and eCteeded all ❑bals and objectiEl s. • Mana Ced t Eb bi- [lee 11 []Release c Cble for t CI; project. • Conducted Dail ❑Stand-up meetinEh to C1iCb tEI ❑ ❑ble team on tCe same paF_ and to find solutions for tCb issues at C1Lnd. • Presented t Cb assessment proj ect portfolio at C1Lrious e Cbcuti Cb le Ebbs to en a Cb resources. • Supported t CI; de Celopment mana Cers and proj ect leads as necessar ❑ • Created and e Cecuted communication plans and status reports to pro C1de feedbac ❑ to t Ce e Cbcuti Cb team. • ❑ orCbd ❑it❑mana❑ement to create and communicate critical information to tCb user communit❑ C1a email, discussion boards, presentations, Ctap CI;, c 11trts and tables. • ❑enerated on -demand and sc❑eduled reports for manaCbment decision usin❑S ❑ ❑ SerE& Environment: MS ❑CI el, MS Office, S 11tre Point, QR❑, ❑ EM, MS ❑isio, Rom, 11 cets, S ❑ ❑ Serrbr, Plan Cie ❑ Molina Healthcare Sep 2043 to Feb 2014 Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 West Advanced Technologies, Inc. !� WATI 1610 Hurley Way, Suite Suite Sacramento, g, A95825 201 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Delivering Excellence, since 1998 Sr. Business Systems Analyst/Project Consultant State/ Federal Medicaid Benefits/ Enhancements/ Provider Directory/ Health Expenses Tracking System. Molina Healt Ckare ❑ as introducin ❑ a ne ❑ line of business, Molina Dual Options. Molina Dual Options is a Medicare- Medicaid Plan IMMP❑ I t includes tEb combine state Medicaid benefits ❑it❑tC-itt of federal Medicare benefits for t❑bse members tEat are eliEible for bot❑Medicare and Medicaid. I ❑as a business analF�t for MMP ❑ebsite project. ❑Cis ne❑ line of business for Molina reEuired tEb call center ®❑to operate and ans❑er calls be built from tEb Ekound up. I ❑as also part of tEis MMP I❑R project as []ell. In addition to tE�se Projects, I ❑or❑ed on minor enancements Cat ❑ere ❑bin❑on ❑itC:in tEb ❑ebsite and portal for all ❑OBs [Medicaid, Medicare, MarE�tplace and Duals❑ ❑lso, ❑ or❑ed on Find a Provider director[] for MMP ❑OB. ❑vis proj ect also in ❑ol vbd ❑it ❑ customi Cation of benefit plans and online trac Ein ❑ of indi vidual and famil❑ E�altFbare expenses. ❑vis allo❑ed consumers to cE�c❑tE� status of a claim, order ne❑ ID cards and add or c Chin vb dependents online, 24 Eburs a da ❑ Responsibilities: • Created and distributed pro Ekam communications and performance reports on a consistent and timel ❑basis, e. ❑, ❑ ee ❑ ❑ Pro Cram Scorecard pro vided to tEb ❑eaders Eip ❑eam eac ❑ ❑rida ❑ and Pro Ekam Mont 111111 Ibcuti vb Performance das moard to t vb ❑eaders Eip [learn prior to eac ❑ ❑❑ecuti vb Steerin []Committee meetin ❑ • Performed t Fb bac C�end testin ❑usin [ISO ❑ ❑ueries and Cerified t Fb data inte Chit ❑ • Planned tvb test cases approac❑based on project scope and timeline • Interacted ❑it❑tvb ❑❑ team and t1b De❑elopment team to ensure a Smoot ❑testin ❑process. • Created ❑'ind M ❑ Pro Oder director ❑ moc C3ips usin ❑ Sna vit • Handled Scope CEan❑e and maintained tEb Scope CanEb documentations. • Conducted I❑R Project ❑ic❑bff meetin❑covbrin❑project Scope and ❑oals, performin❑team introductions, re vie ❑in ❑ roles and responsibilities and Ei El-Ae E0 Proj ect Plan. • ❑ sed ❑ualit ❑ Center ® C [Tor to Mn ❑ and Cbepin ❑ a trac ❑ of defects. • ❑ or❑ed closel❑ ❑it❑DesiEh team and end users to create seE&al ❑ireframes EmocC�ups for ❑ ebsite and ❑ eb Portal • ❑sed Microsoft Project as tvb Project ManaEbment ❑ool to manavb tFb different pFI ses of tFb project. • Created appropriate ❑ or ❑ Brea Edo ❑n Structure ® BS Eland ated milestones to effecti Cb1 ❑ manaFb scope, time, Ebalitq resources, and risLik. • Responsible for compre Cbnsi Fb mana vbment of t vb D EIP includin ❑ di Eital content con Cbrsion, preserEation and publication, content identification and prioritiE�tion, communication and outreac []related to t E� D EIP • Identified proFTess process improFbments associated ❑it❑t❑e s❑stem cC-tnEb control process and proposin❑ne❑ alternatiEb solutions. • De Cbloped S 1111 E eries in oracle databases to conduct DB testin ❑ • ❑cted as E to lbeper and mana Cb feedbac ❑ from clients to di Eital desi lh team • Communicated []it[] [Ind ❑sers and SF�tems ❑dministration reC-rdin❑an❑resources reEbired b❑ tEb Devblopment and [lest teams. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • ❑nsured all t ❑e user stories and ❑ ❑ 117I desi Ehs are loc Cad and loaded for sprint plannin ❑ • In❑b1Cbd in tCb ConfiEbration ManaCbment and Release ManaCbment. . • Mana Ebd status updates to c Ean Eb re C31est process t Ckou EIE S ClirePoint site. • Created user manual for tCb finis Ebd product ❑it❑tCb Eblp of tCb tecEhical team. • Collaborated ❑it❑Product ManaEbrs and [In Eineerin❑leads to capture ❑I®❑ reE3airements for ne❑ productC❑OB. • Coordinated Sprints, from Iteration Plannin ❑ t Ctou C❑C dail ❑ Scrum, and Iteration Re Cie ❑ s and Retrospecti Ebs. • ❑ orEbd ❑it❑tEb ❑ ❑ team for desilhin❑ ❑est Plan and [lest Cases for tEb ❑ser ❑cceptance testin ❑ CID ❑ ❑❑ • Pro Eided administrati Cb and operational support for tEb PMO in re Eard to ma Ein ❑ sure project data is easil❑accessible, tracFin ❑project metrics and distributin❑project information as needed. Environment: MS [Ebel, MS Office, S 111re Point, lira, 11111111, MS ❑isio, HP ❑ualit❑Center. United Healthcare Business Analyst HIPAA Compliance Conversion July 2011 to Aug 2013 ❑Cb scope of tEb project ❑as tEb conCbrsion of tEb 83 ❑ ®I format from 4010 1112 formats to tEb 5010 ❑ 12 format as per HIP❑ ❑ compliance. ❑Eb application conEbrts t1b data as per HIP ❑ ❑ relblations. ❑s per ICD 10 mandator ❑ con Cbrsion, tCb application ❑as under ❑bin❑t❑e cEanCb of codes from ICD 9 to ICD 10. Responsibilities: • Interacted ❑it❑tEb StalbEblders and Subject Matter ❑❑perts ISM❑EEto C�LtEbr, understand and anal 117b business re C3lirements. • Created and Cbr contributed to t Cb de ❑elopment of S ❑stem [lest and O Cbrall [lest and Re Cie ❑ plans. • StrateEiEbd implementation of R❑P effort tCTouCmut SD❑C. • Prepared, desi C11ed, and e Cbcuted test plans and cases Ebf moderate to C1 m comple Fit CIbased on customer and soft ❑ are re C3lirements and tec [hical understandin ❑ of product arc Citecture to attain lbalit ❑ soft []are bot ❑ economicall [land efficientl q includin ❑ bot ❑ ne ❑ and e Clstin []feature re CTession tests. • Conducted [lap analF�is and Impact anal❑sis of tCb ❑❑o-Be❑model and Cbnerated Scope documents. Conducted EIDD Sessions to delblop an arcCltectural solution tat tEb application meets tCb business relbirements, resole open issues, and cC1lnCb re [bests. • ❑ orCbd ❑it❑cross ❑al❑S in relation to ICD 9 to ICD 10 Convbrsion. • Performed mappin❑and Clllidation of ICD 9 and ICD 10 codes. • ❑alidated tEb ICD 10 codes as per business applications. • Created data flo ❑ dia Gams Ehcti C1t ❑ dia Gams displa Eln ❑ all major actors in t Cb claim manaCbment s Cktem re Cllydin❑HIP 1111, ®I pro Cider claim transactions, and clarified all s Fkem use cases Ehcti Elt ❑ dia Gams re Eardin ❑ claim submission and pro Elders. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • Interacted ❑it❑t❑e ❑ualit❑ ❑ssurance team for desiEhin❑and deEblopin❑test plans and test cases. • In ❑bl Cad ❑ it ❑ t ❑e de Cblopers and t Cb sta Eb ❑blders in conductin ❑ ❑ al Ft CTou FF-k. • Conducted Inte CTation and S ❑Stem testin❑ • Conducted Positi Cb and Ile C-tti ❑e testin ❑ manuall ❑ • Performed ReEkession testing ❑ser ❑cceptance ❑estin❑ FTI ❑ ❑❑asin❑ ❑ FIP. • ❑ sed Fbalit ❑ center to report defects and test results. • ❑unctioned as t Cb primar ❑ liaison bet ❑een t Ce business, operations, and t Ce tec Ehical teams t C17ou but t Cb proj ect c Cale. • Clacilitated ❑ser ❑cceptance ❑estin❑IF] ❑ ❑❑❑it❑t❑e staCe❑blders and tCb business users, and tE� errors disco Cored ❑ere fi Cod and t Con Cbrified Cia re Ekession testin ❑ Environment: Mercur❑ ❑uic❑ [lest Professional, Mercur❑ ❑ualit❑Center, MS Office, ❑ indo❑s 951981111E, ❑P, Internet ❑C�lorer, ❑etscape ❑aEi ll tor, 1-111MI❑, S1111. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 WATI Delivering Excellence, since 1998 Resume #2: Timothy Drager, GIS Developer/Analyst West Advanced Technologies, Inc. 1010 Hurle J L7 aq Suite 245, Sacramento, CO 95825 161 Curt :]EAns Rd C q Suite 235, Ceesburq C C 201 E6 1230 Rosecrans C Lb, Suite 300, ManL}attan Beacq C C 90266 Professional Summary: j • 0 ❑er 20 Gars of e ❑perience as an application de Ebloper creatin ❑ custom applications for ❑ eb ❑pplications, Microsoft Ebrm Interfaces and ❑SRI [IrcMap ❑cols in support of tEb petroleum industrq Department of Defense, Department of ❑nerEI� Public ❑ducation, Department of ❑ransportation as ❑ell as H Edrolo m and Sur Eb ❑ ❑pplications. Pro Ebn e ❑perience in application plannin q leadin q soft ❑ are deEblopment, database mana[bment, business analE]sis, and E3.ialit❑assurance. • ❑Etensi Eb ❑IS e ❑perience, includin ❑ di Ebrse and compre Ebnsi Eb e ❑perience de Eblopin ❑ applications, ❑ eb, ❑ indo❑s Fbrms, and custom applications. • ❑Eperience in utilil- tion of ❑SRI ❑rc❑IS [Objects [Des Etop Map[Ser❑er❑tools usin❑PEtEbn. • ❑Eperience in ad[- nced PEtEbn sEills usin❑bot❑❑rcMap and stand-alone scripts. • ❑Etensi Eb S ❑ ❑ e❑perience ❑itE in S ❑ ❑ SerE& usin❑ Stored Procedures and . ❑ ❑❑. • DeEbloped linear referencin❑s❑stems for Do❑®atCd Par❑SerEice as ❑ell as support usin❑ ESO❑ and EAEiiScript for tEb ❑PS ❑aElElitor ❑ebsite. • Created culture data usin ❑ Di Eital ❑le Eation Models ❑ Eic ❑ included road net ❑ or El,,, ❑ ater net ❑ or E� and otEbr data t❑pes includin❑railroad net ❑orE­k. • Built an online, real-time flood plain map usin❑ ❑❑M❑ R EIS ❑ serElces, aaScript and DjanEb, and deEbloped a proEfam usin❑PEtEbn to con[brt 2M structural records from Microsoft format to ❑rc❑IS format to create a Ebature ❑aEbr ❑it❑ease. • ❑amiliar ❑it❑ ❑❑S, ❑isual Studio and ❑itHub. • ❑Eperience in M❑C ❑ M❑ ❑M desi Eli patterns for oEbr 10 Ebars. Demonstrated success record in: • Foundation in multiple proEkammin❑lanEuaEbs includin❑PEtEbn, S❑El, ❑B❑, Cq ❑B.❑❑❑, and man[] of ❑ers. • Developing Stand-alone and ❑eb-based applications. • Leading all sta Ebs of soft ❑ are de Eblopment lifec ale, includin ❑ re Ehirements Eft [brin q desi Eli, arc E itecture, de Eblopment, testin q implementation, and support. • Leading/Managing small teams in traditional ❑aterfall met Ebdolo EIE and a Eile met Ebdolo EI1 • Creating application documentation includin❑tecEhical reE3airements, functional reEhirements, user manuals, and application tutorials. • Maintaining e1stin❑sF-tems and applEin❑needed patcEbs or fiFbs to ensure securit❑to serEbrs • Guiding relational database arc Eitecture, administration, and pro Efammin ❑ of a RDBMS in Microsoft S ❑ ❑ SerEbr • Responsible for creatin❑a frame ❑or❑usin❑Macros for ❑Ebel usin❑ ❑B❑ tEat can be used to automate tas F� similar to ne ❑ d E hamic arra Es t E-at E4ndle t Eb contents of t Eb Cells based on ❑unctions used ❑it Fin tEb business tier and displaEbd tETouCDinterfaces. ❑dditional functionalit❑of tEb ❑rame❑or❑allo❑s tEb de Ebloper to use Macros to searc ❑ for data in an ❑ desired column, li Eb 11110011 ❑P e Ebept it can searc ❑ more tEan tEb first column. ❑notEbr benefit of tEb Macros is tEb abilit❑to update cells in multiple spreads[bets ❑it ❑but FIt Fin ❑to use lin[bd spreads❑eets. Education & Certifications • Masters in ❑ eo EA7ap EIS Speciali Eation in ❑ eo Efap E is Information ❑ec E bolo M ❑ni Fbrsit ❑ of []ell Me F-ico, 2000. W Contact Information for scheduling interviews: Email:srinivas wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc 1010 HurleL] LJ all Suite 245, Sacramento, CO 95825 161 Curt :]Fans Rd C q Suite 235, Ceesburq C C 201 E6 1230 Rosecrans C Lb, Suite 300, ManL}attan Beacq C C 90266 • Bac E 0or of ❑rts in ❑ eo Eiap III Speciali Cation in ❑rban S E�tems, ❑ni E brsit ❑ of ❑e ❑ Me Eico, 1998 • Project Managbment Professional, PMP❑ 144552❑ • Comp ❑ia Securit m • Comp ❑ia ❑ ❑ • Platinum ❑d Eb Certified Scrum Master • Master® Certificate in I ❑ Project Mana Ebment from ❑ eor Eb ❑ as Eln Eton ❑ ni Ebrsit ❑ Professional Experience Self-employed/Free-lancing, Tulsa, OK & Albuquerque, New Mexico Apr 2019 to Present GIS Developer/Analyst Responsibilities • ❑ut[brin❑series of booEs for implementin❑ ❑ Eile Scrum for I❑ Projects for a solo project mana[er • Creatin ❑ companion boo E� for ❑ E ile Scrum for I ] Projects for a solo project mana Ebr usin ❑ ❑B ❑ for ❑Ebel and C❑and ❑amarin to create mobile apps • DeEblopin❑ ❑IS ❑pplication to be used to create maps for dail❑road trips. Meshek & Associates, LLC, Tulsa, OK Mar 2018 to Apr 2019 GIS Programmer & Database Analyst Responsibilities • De Ebloped automated s E Wrn usin ❑ P Et Ebn to reconcile and post SD ❑ data for t Eb Bro [en ❑rro ❑ Eire Department on a ni ER1 []basis. • ❑ut [bred P Et [bn scripts to reconcile and post dail ❑ input, create a lip file of t E� to Es, and email t E� results to tEb project manaEbr for tEb ❑ulsa Storm ❑ ater Database • Primar❑arcEitect for use of confilliration files usin❑PEtEbn and ESO❑ and non-inter❑ention tools for updatin []database objects • Responsible for updatin❑database tables usin❑PE-tEbn and ESO❑ tEI t can be modified based on tEb user re Ehirements ❑ it Lout modif E in ❑ t Eb P Et Ebn scripts • Dail []use of ❑SRI ❑rcMap and ❑rcCatalo❑ ❑nterprise and Serer • Creation of P Et Ebn Scripts to en Eance Ore ❑cols and create ne ❑ tools to automate tas Es for anal Ests • De Eblop P E-tEbn Scripts to automate manual tas F� to sc Ebdule dail El run times. • Create applications usin❑ ❑B ❑ to automate clerical tas F� to e [pedite financial form creation • ❑ut[bred a PE-tEbn Script to conEbrt Buildin❑data, structure data, from Microsoft format to ❑SRI format. Innovative Management Concepts, Sterling, VA June 2016 to Dec 2017 Federal Highways Administration, Eastern Federal Lands Highway Division GIS Analyst/Developer/Specialist/Administrator Responsibilities • Created Road InEbntor❑ProETam Ekature Classes for multiple CEbles of ❑ational Par❑Ser ice data stored in an Oracle ❑rcSD ❑ database usin❑ S 1111 and P ItEbn Contact Information for scheduling interviews: Email:srinivas wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc 1010 HurleL] LJ all Suite 245, Sacramento, CO 95825 161 Curt :]Fans Rd C q Suite 235, Ceesburq C C 201 E6 1230 Rosecrans C Lb, Suite 300, ManL}attan Beacq C C 90266 • ❑ut [bred P It [bn scripts to con Ebrt point and line data for roads into a surface condition ratin ❑ la Fir • Spatial data mana Ebment usin❑ ❑rc❑IS Des Etop to create Cras❑Data and ❑ IPFmIP data • DeEbloped linear referencin ❑ s Eltems usin ❑ ❑SRI ❑rcMap 10.3 for ❑ IP EED IP effort • DesiEhed and created ❑eodatabases for use ❑it❑tEb ❑ IPEmIP effort • Performed carto E tap Eic mappin ❑ to Eisuali Eb ❑ IP EED IP data • ❑nal EI-d and edited ❑ IP EmIP data usin ❑ ❑rcMap 10.3 • DeEbloped ❑PS ❑aEiEator ❑ebsite usin❑ ❑rc❑IS ❑PI for EAE�Script • ❑amiliar ❑it❑tools in ❑rc❑oolbo❑ • Maintained elistin❑ ❑rc❑IS SerEbr applications tFToumuse of IIS and updatin❑Securit❑Certificates and fi Ein ❑ securit ❑patc Ebs identified b ❑ C Eber Securit ❑ Di Eision • ❑Eperience ❑it❑ ❑rc❑IS SerEbr manaEbment ❑ Ebn maintainin❑ ❑PS ❑aEiEator application • Supported e Eistin ❑ P El Ebn scripts for spatial data mana Ebment usin ❑ ❑rc ❑oolbo ❑ • Created and modified PElEbn scripts usin❑ModelBuilder to streamline processin❑ • Created El eb application protot[pes usin❑Codepen • DeEbloped ❑PS ❑aEiEator ❑eb application in a team enEironment usin❑ ❑itHub • Maintained C ❑ ❑dd-in for ❑rc ❑IS Des Ftop 10 Fho ❑n as Cras ❑ ❑ocator • Maintained Sil [erli FFt application Par ❑ Call ❑rac Fbr • Installed ❑rc ❑IS for Des Ftop on client computer • DeEbloped MacroCIDB❑ applications usin❑Microsoft [IF-bel in support of projects • DeEbloped and maintain applications usin❑Microsoft ❑isual Studio 2015 and use ❑earn ❑bundation SerEbr as Source Control and Project Mana[ement • ❑sed EAEiiScript and j ❑uer❑durin❑deEblopment of ❑PS ❑aElElitor and protot[pes usin❑Codepen • Maintained RIP Database usin ❑ Oracle S ❑ ❑ De Fbloper. New Mexico Public Education Department, Santa Fe, New Mexico Nov 2013 to May 2016 IT Software Developer Responsibilities • [lead a team of tEkee to create a 508 compliant H❑ 105 ❑eb application usin❑Microsoft ❑isual Studio, includin❑a database tier, business laFbr, and FTapEical user interface tFIt []as aFI ilable on p[bnes, tablets, laptops, and ❑oratations. • []at Ebr and document tec Ehical re Ehirements and user re Ehirements • DeEbloped ❑ebapplications in ❑SP.❑❑❑usin❑C❑and ❑B.❑❑❑usin❑ataee-tiereddesiEh pattern based on M❑ ❑M and M❑C. • DesiEhed user interface to driEb displa❑usin❑H❑M❑5 and CSS. • De[elopin❑MS ❑Ecel Macros usin❑ ❑isual Basic for ❑pplications CIDB❑❑for enEhncin❑ El Ebel ❑orEbooE� to automate tEb miEkation of data and assist in compilin❑statistics for project sponsor • ❑sed Microsoft [learn Ebundation SerEbr as Soft❑are Source Control • Conducted ❑ualit❑ ❑ssurance on tFb ❑eb applications, database, and documentation. • ❑ cted as ❑ eb Master b ❑ publis Ein ❑ ❑ eb applications, mana Ein ❑ application pools and fire ❑ all settin E� • Documented applications b ❑ creatin []user manuals, tutorials, and test plans • [lead project usin❑ ❑eam ❑oundation SerE& • Supported ❑utrition s F kern ❑ A ❑used ❑ C ❑ as t Eb ser Fice-oriented IIS for t Fb application Contact Information for scheduling interviews: Email:srinivas wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 WATI West Advanced Technologies, Inc 1010 Hurley ] LJ all Suite 245, Sacramento, CO 95825 Delivering Excellence, since 1998 161 Cort Cans Rd 11q Suite 235, Deesburq ❑ ❑ 201 E6 1230 Rosecrans ❑ Lb, Suite 300, ManL}attan Beacq C ❑ 90266 • ❑sed ❑SRI ❑rc❑IS DesEtop 10.3 to create ❑p code and public-sc-ool boundaries and intelTated []it[] ❑ableau. Criterion Systems, Albuquerque, New Mexico July 2012 to Oct 2013 Support of National Nuclear Security Administration — Office of Secure Transportation Senior Programmer Responsibilities • ❑ sed ❑ P ❑ to create multi -tiered application usin ❑ ❑ ❑M ❑ to de Eblop t Eb ❑ ❑I • De Ebloped projects usin ❑ C Eland Microsoft S ❑ ❑ SerEbr for to E istics and financial application. • Maintained desEtop and ❑SP.❑Ell] applications usin❑C❑and FIB. ❑❑❑. • DeEelop Microsoft Office ❑Ebel support applications usin❑ ❑isual Basic for ❑pplications • Installed and maintained ❑rc❑IS SerEbr and licensin❑in support of ❑IS application • Desi Eh procedure for maintainin ❑ applications in support of DO ❑ financial applications. • Desi Eh and implement reEuirements EltEbrin❑process • Responsible for deEblopin❑Project Plans and coordinatin❑ ❑it❑ot❑ers to plan and eEbcute tEb Project Plans. • Created a transfer process to mi Gate data from MS ❑ccess to S ❑ ❑ SerCer to use S 1111 SerEbr as tEb database for MS ❑ccess ❑ El interaction ❑it❑data. Unisys, Albuquerque, New Mexico Nov 2008 to June 2012 Support of Air Force Research Laboratory — Phillips Research Site Application Developer/Task Area Lead Responsibilities • De Ebloped ❑ indo ❑ s des E top applications usin ❑ C ❑ and ❑eb sites usin ❑ ❑isual Basic. • DeEbloped applications in ❑isual Basic for ❑pplications usin❑Microsoft ❑Ebel to manaEb Eiinancial Data stored in a S 1111 SerEbr database. • Maintained leC-c❑applications usin❑Microsoft S❑❑ SerEbr, ❑ indo❑s and ❑ eb interfaces. • Desi Eked, implemented, and maintained S E-arePoint customi E�tions and ❑eb paEbs in support of offices and teams for dissemination and collaboration as a S ElirePoint site collection administrator. • Monitor Eblp des El re E3.iests and pro Elde assistance as re E3aested. • SuperEised a team tEkt included a ❑ eb Master, t❑o Senior ❑pplication DeEblopers, a SE§tem DesiEh and ❑pplication Devbloper, t❑o ❑pplication DeEblopers, and a ❑ualit❑ ❑ssurance ❑nEineer. P2 Energy Solutions, Denver, CO Geographic Information Systems Specialist Dec 2000 to Aug 2008 Responsibilities • Built soft ❑are applications usin❑ [Ire Macro ❑an[baEb FTIM❑❑for internal use to eEtract, project, and con Ebrt into reE3aired format of proprietar❑data to be deli Ebred to clients. • De Ebloped nation- Elide 100 ❑ Culture dataset from a ailable data b ❑ creatin []mosaic of outlines, t Ebn anal ET in ❑ and editin ❑ t Eb data b ❑ automatin ❑ t Eb snappin ❑ of lines bet ❑ een co Ebra Ebs. Contact Information for scheduling interviews: Email:srinivas wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc 1010 HurleL] LJ all Suite 245, Sacramento, CO 95825 161 Curt :]Fans Rd C q Suite 235, Ceesburq C C 201 E6 1230 Rosecrans C Lb, Suite 300, ManL}attan Beacq C C 90266 • Created ❑M ❑ t C-at produced a 2 C3n fis Chet co Cora Fb t C-at displa Cbd t Fb location of proprietar ❑ []ell data for tEb contiEbous ❑nited States • Produced internal soft ❑ are to be used as standalone applications to e Eiiluate, create, or manipulate proprietar❑datasets stored in an Oracle database usin ❑ ❑ ❑ ❑, ❑M ❑, and S ❑ ❑. • Desi Ehed and de Ebloped projects, includin ❑ a Hard Cop ❑ Inde ❑ application, a ❑ ser Interface for accessin❑information tFtouma point and clic❑met Ebd, nation ❑ide Field Outline Determination usin❑ ❑SRI ❑Ebnue and ❑M❑. • De Ebloped ne ❑ s Eltems and tec Ehi Ehes to create, anal EIb and Ebrif❑ Ebo ETap E is data t ETou EIE t Eb use of ❑M ❑ and P It Chn. • Created a parsin ❑ application usin ❑ P Et Gbn t C-at e C-luated Flo Flap Fc data and created ne ❑ co Ezra Fps • Responsible for oE&seein❑and maintainin❑customiW soft ❑are products. • Pro Fded General ❑M ❑, 1111 ❑, and S ❑ ❑ support to ❑IS ❑ec Fhicians and ❑IS ❑nal Fit I. • ❑ctiEel ❑participated in ❑ ❑ FmC serFces for tE� Map Data and ❑IS Solutions Departments. • Documented pro Gams usin ❑ ❑M ❑ t C-at ❑ere ❑ritten or re Fsed b ❑ of Firs to facilitate future re Fsions. • Pro Elded pro ETammin ❑ support to t Eb Maintenance and Distribution Departments. • De Ebloped C ❑ application to support creation and maintenance of metadata usin ❑ El ❑ format • Responsible for maintainin❑ ❑ ❑ EEDC pro Elam ❑ritten in C ❑❑ Contact Information for scheduling interviews: Email:srinivas wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 West Advanced Technologies, Inc. !� WATI 1010 Hurley Way, Suite to 2 Sacramento, CA 295825 0176 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Delivering Excellence, since 1998 Resume #3: Kayed Alfi, Senior IT Consultant Professional Summary • Competent and an adept tee Fholomleader ❑it❑more tCan t❑ent❑ Gars of demonstrated career successes in t Cb information tee Cholo m field. Structured strate Cic t Cin Cbr and problem sol ❑er ❑it ❑ a passion for tee rholo FTT-k Allied in CTaspin ❑ t Eb bi ❑picture, conceptuali Fin q de E0opin 11 and implementin ❑ solutions. Pro ❑en trac ❑ record in establis Cin ❑ and mana Cin ❑ implementation and deploCinent of projects tC-t deliCbred a number of successful soft ❑are, distributed control sCstems and cloud computin❑solutions in ❑ealt❑care, Oil ❑ ❑as, telecommunication, and finance. • I ❑aE� applied at a practical leCbl, DeEOps, SCR❑M, ❑ C31e procedures and principles for tE� de Cblopment, installation and mana Cement of maj or s ❑stem and infrastructure c Chin as, up ETades and rollouts. Coupled ❑ it ❑ a stron ❑ e Closure to I El ❑ for tee Ehical soft ❑ are deli Cyr ❑ ❑ mana Cbment I Ca Cb successfull ❑ built and deli Cored Carious out of t ❑e bo ❑ and bespo Cb s Ekems and solutions ❑orld ❑ ide usin ❑ in- ❑buse and outsourced, local and offs ❑bre resources. • De EOps ❑n Cineerin ❑ Mana Cement • Information Securit ❑ ❑ ❑t Cical Hac Cin ❑ • Computer and Hac Fin❑ Cbrensics • ❑Cile Scrum Master Project Deli Cbr❑ • CnierSecurit❑❑nEineerin❑ • IC ❑ Di Cital ❑ransformation • Securit ❑ Ris ❑ ❑ C Can ❑e Mana Cbment • Or Cani Cation ❑ Staff De Cblopment INDUSTRIES: • ❑uclear ❑nerEE[Po❑er • ❑elecommunication ❑Billin❑and ❑orCJlo❑ satems • IC ❑ and Information ❑ec 1holo Cues ❑Con ❑er Cod Infrastructure, Data Centers and ❑ et ❑or ❑ Desi Ch • Financial Sector ❑BanEinq Securities ❑nalCais, and ❑radin❑data manaCbment • Healt1kare - Medical Records, Healt❑Information Manalbment, and Billin❑ • Insurance Portfolio Manalbment ❑ ❑atural Disaster Simulations TECHNOLOGIES: • Microsoft core tec [bolo Lies includin ❑ C CC q ❑ SP. ❑ ❑❑, ❑ C q ❑ ❑ q ❑ P q S CarePoint, ❑cti Cb Directorq S❑❑SerEbr • CA Ca FF? ❑❑ tec Eholo C-ies includin❑ ESP, Struts, ❑F13, ❑M ❑, Hibernate CS ❑ ❑ a Ca 2 certified pro Ekammer ❑ • SerEice Oriented 11rcC3tecture, ❑SB, ❑ eb-serC3ces desi1h patterns • Soft ❑are de❑elopment processes sue ❑as t1b SEJ CMM, ISO-9000, R❑P, [lest DriCbn and ❑ C31e [Scrum. • ❑RP s Ekems [Oracle, Microsoft D C3iamics CRM, Custom ❑implementation and customi Cation • Content ManaCbment, Document ManaCbment, Portals, InteCTation Middle ❑are, Contract Mana ❑ement. Education & Certifications Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • MS Computer Information S❑Stems, ❑oE-a Sout❑ ❑astern ❑niEbrsitq ❑t. ❑auderdale ❑❑ 1994 • BS Computer ❑nFineerinq ❑niEbrsit❑ofMissouri, Columbia, Missouri 1988 • Proj ect Mana Cbment Professional FPMP Q Proj ect Mana Cbment Institute, ❑ e []to ❑n S [bare, P ❑ 2009. Certificate 111252862. • CC❑❑, ❑et❑or❑Securit❑from Cisco. Cert. ❑oE432334 168958D❑❑❑ • IEl❑ ❑bundation 2011, SerEice ManaCbment. Certificate ❑o. FIR ❑50216❑66❑❑ • Certified Information S ❑Stems Securit []Professional CCISSP q Member ❑o ❑6 C69 E Skills Summary ............................... 1111117 .......................................... Communication ....................................................................................................... Business Technical / IT Knowled e ............................................................... • ❑❑cellent interpersonal • ❑❑❑M ❑❑cellence • Microsoft, OR❑C❑❑ ❑RP sEills, leadin❑b❑ Model • ❑❑S e Eiimple • Cloud Computin ❑ • ❑ File Scrum Master • ❑rainin ❑ ❑ mana Fin ❑ 1• PMP • Bi ❑ Data, ❑ are ❑buse team members . ❑O ❑ ❑ ❑ • C crier Securit❑ • Cross functional ❑ • ❑ [Ile • S ❑P Inte CTation Matri ❑people and • I F1I ❑ • Distributed Control pro [Tam mans ❑ement • ISO m❑C 2 m01 S atems. • Balanced Score Card • Scrum • Data modelin❑ CSC ❑ • escalation • Inte [ration ❑ S atem • Mana Cement of t Card- Mana Cbment ❑estin ❑ part El suppliers • Producti Cit ❑ ❑ ❑ualit ❑ • MS D [hamics E P, CRM • Mana Cement of control • Cuto Cbr ❑ Rollout Plans Offs ❑bre resources . Q m C�rnment • Product support ❑ s Ctem • Client Mana Cement Initiati lbs deplo Cfrlent • Sta C� Cblder • Desi Eh ❑ de Cblopment • Hadoop, Data Inte CTation Mana Cement • Ris CIIlssue mana ❑ement • ❑CM • ManaCbment of . 1111 [][Beta testin❑ • Data ❑rcEitecture outsourced ❑ t Card- • De CDps ❑n Cineerin ❑ • Data Center deplo Ement part ❑ deli Cyr ❑ . Business Continuit ❑ • ❑n Cironment Mana Cbment • Relations Cep Plannin ❑ • Release Mana Cement Mana Cement . C Can Cb mana Cbment • C Can Cb Mana ❑ement • Project, Status ❑Ris❑ . Implementation • Disaster Reco❑er❑ ❑ Reportin ❑ mana Cement Redundanc ❑ • Financial Reportin ❑ • p ❑ ❑ Mana ❑ement Frofessiona Emirates Nuclear Energy Corporation, Sacramento, CA Oct 2014 to Present Head of Information Technology Infrastructure and Application Delivery/Security Architect Successfull []spear Cbadin ❑ traceabilit q SI ❑M assessment, c Cber securit ❑ and InfoSec conformit ❑ and benc C3ilar Can ❑ of o C-brsi CIS and c Cln C� mana Cement for operation s Cstem under de EOopment- S ❑P Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 West Advanced Technologies, Inc. !� WATI 1010 Hurley Way, Suite to 2 Sacramento, CA 295825 0176 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Delivering Excellence, since 1998 E P, BI130, OMS deploEinent to Data Center. ❑ or❑in conjunction ❑it❑staEbEblder, sCltem inte CTators, c-mana Cbment and customer support. ❑ c Cie Cbments ❑ • ❑n Cineered t ❑e desi lh, implementation of net ❑or ❑ controls, securit ❑ and intrusion IDS IIPS s Cstems in t Ce data center. • Mana Ced t C� application deli Cyr ❑ of 34 SET modules to t Cb Operation Mana Cement S C_§tem. • ❑nal CI�d and planned of strate 71 of Continuous Inte Ctation, Continuous Deli Cbr ❑ Cl [CD and deploEtnent pipeline of nuclear applications acEieEin❑InfoSec, cCbersecuritq SP❑❑❑El, ❑IS❑, COBI❑5, and SI❑M compliance • De EOoped scripts to test applications for, t CTeat, securit ❑ ris C� and Eulnerabilit []based on t C� O❑ ❑SP. • DeCbloped ❑ulnerabilit❑Mana Cbment Plan C❑MP❑for tCb mission -critical data securitq confidentialit q pri Cac ❑ and in compliance El it ❑ C Cber Securit ❑ Maturit ❑ Model 1C2M2 ❑for t Cb ener. EE] sector. • ConfiC3lred, tested and deplo❑ed a multi -node Identit❑CIS CO SerAce ❑nCine [IS ❑❑for Identit❑ and ❑ccess ManaCbment and inteCTatin❑Cisco IS❑ solutions ❑it❑P❑I solution for user Cdelie e aut C�ntication. • Mana Cbd t Cb inte Ekation Cisco IS ❑ solutions ❑it ❑ Microsoft ❑ cti Cb Director ®❑P RS 1121111 for e Eternal user aut Cbntication and [best user pro Cisionin ❑ • De Cbloped and e Cbcute corporate strate Cic project plans includin ❑ sc Cbdules, bud ❑ets, and resources for infrastructure and application deliE&Ilin data ❑are❑buse, Operation ManaCbment S atem, C mer Securit ❑ ❑b Cbrnance and Data Center. • Mana Cbd t Cb Cap anal C1,is and remediation for pac Ca Cin ❑ en Cineerin ❑ of corporate and onsite applications. • Streamlined reC3iested cCanCes processes for corporate CCanE� ❑dEisor❑Board CC❑B❑from, scope, budCbt and Ehalit❑perspectiCbs. • Conducted a❑areness trainin❑for pEisEinq spams, social enEineerin❑tactics and preEbntion for deplo Cbd s EWms and applications. • DeCbloped tCb policies for Data Pre❑ention CCoss ®EP❑for deCbloped business application and s Cstems. • Mana Cbd application securit ❑ de E0opment and form business and functional securit ❑ re Ebirement to tec Chical implementation. • ManaCbd tCb Identit❑ ❑ccess Mana❑ement II❑M❑process Cia documentation, education of end users and Cbneratin ❑ I ❑M related tic ❑ets. • Co-deCbloped tCb tier are Fitecture and procedures for Securit❑Operations Center CSOC[in conjunction ❑it❑ ❑et❑or❑Operations Center C❑OC❑for securit ❑incident response. • De Cbloped t Cb process for corporate ris ❑mana ❑ement, testin ❑ securit ❑ controls, miti Cation, Business Continuit❑ FBC❑and Disaster Reco❑er❑ [DR[] • ReAe❑ed and approEb project budCet, procurement process and recommend financial [bud Cbtar❑ allocation for infrastructure and application N ❑up Cade Cdiaintenance. • Planned t Cb corporate application de Cblopment lifec Ctle for t Cb S ❑P ❑RP and BI reports. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • De Cbloped and mana Eb t Eb c mer securit ❑ strate M De EOps and InfoSec periodical assessment and reassessment, EhInerabilit❑and mal❑are manaCbment, penetration testin❑for data center infrastructure, Operatin❑SC�tem, and net ❑or❑controls. • Mana Ebd tC� Continuous InteCTation [Deli Cyr❑and DeploEment CI[CD pipeline for tEb operations Managbment S Eltems. • Mana Ebd t Eb operation application for a ❑ide ran Eb of business operations proj ect o Ebrsi EIS and corporate ne ❑btiations t CTou 71 effecti Eb communications. • De E0oped t Eb corporate strate m of mi Efatin ❑ data from an Oracle ❑RP to S ❑P ❑RP s C�tem. • ❑nalElib comple❑mal❑are analE�is tEtoumendpoint and net ❑or❑traffic forensics to determine if client® sE�tems are impacted. • Mana Ebd tE� enterprise applications securit❑ Ebalt❑and compliance and performance analF�is utili [in ❑ SP ❑❑ ❑ ❑. • Mana Ebd a portfolio of proj ect in terms of di Cital transformation, bud Ebt and o Ebrsi EIS of capital e ❑�enditures. • Planned, mana Cad and in ❑bl Ebd in t Eb data ❑ are ❑buse de E0opment lifec Eble, includin ❑ data modelin Elihinin ❑ and BI reports. • Mana Ebd t Cb projects ❑Healt q S afet q Securit ❑ and ❑n Cironment EIS S ❑❑for telecom to ❑ ers ❑ data center • Spear ❑eaded traceabilit q assessment, conformit ❑ and benc Einar Can ❑ of incident and c Ean Eb mana Cbment for s atem under de Cblopment. ❑ or ❑ in conjunction ❑ it ❑ sta Cb ❑blder, s atem inte Ctators, c-mana E&ment and customer support. • Mana Eed t C� Computer Hac Can ❑ ❑brensics, eDisco ❑er ❑ and penetration testin ❑ Ealidation durin ❑ tE� implementation pCase of tCb data center serCbr, fiber la❑but and Ebne implementation. • ManaEibd tCb commissionin❑of data center net❑orE; ❑PS, computin❑and storaEb serCbrs, securit❑and access control. • Mana Ebd t Cb incorporation of s Chem inte E kators, communication, and c Can Eb and en Ea Cbment initiati Cis for I ❑ durin ❑ t C� dialit ❑ assurance lifec Cole of t Ee s EStem implementation in accordance 11it11ISO2C001. Project Management: • ❑iaisin q Inte C17atin ❑ ❑ Directin ❑ of Ebr Proj ect Mana Ctrs Teams • Corporate adCisor❑board ECEanEe manaCbment and CEber Securitm • Successful Mana [in ❑ of Issues, Ris F� ❑ C Can C� • ❑eam ❑eadin❑ ❑ MotiEation • Project and Pro Ckam P ❑ ❑ forecast ❑ compliance • [lime, BudCbt ❑ Resource Managbment • Mana Ein El proj ect scope, Ebalit q ris ❑ and cost and obj ecti Ebs Technology: ❑ Eile, scrum master, De Cups, S El ❑RP, Oracle ❑RP, S ❑ ❑ Ser Ebr, C Ebersecurit q ❑ ❑S ❑, COBI❑, ISO2m01, Data Center ❑et❑or❑and Communication Team: 4 ❑❑❑S [Project ManaEbrs, DeCblopers, Product ManaCbrs, Data ❑rcEitects, ❑dministrators❑ Temenos Banking Software & EMC, Malvern, PA Enterprise Program Management June 2012 to Sep 2014 Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Recruited as tecEholomleader tasEbd ❑it❑establisFin ❑and strenEtE�nin❑portfolio of projects ❑b Ebmance, ser Lice desi 1h and solution roadmap. Responsible for settin ❑ direction and da ❑ to da ❑ manaEbment of all Soft❑are DeCelopment ❑ I❑ consultin❑projects. ❑cAeE�ments include❑ • Spear ❑eadin❑traceabilitq assessment, conformit❑and bencC3narFin ❑of tEb business and functional c mer securit [Ire [hirements for s EWm under de Cblopment. ❑ or ❑ in conjunction ❑ it ❑ sta ❑e ❑blder, s Cstem inte Fiators, c-mana Cement and customer support. • Mana Ce t Ce data modelin ❑ and t Ce de Celopment of data minin ❑ for t Ce corporate data ❑ are ❑buse. • Mana Ced t Ce Identit ❑ ❑ccess Mana Cement 11 ❑M Cls ❑stem access, pro Cisionin ❑ and depro Cisionin ❑ • Mana Ced t Ce De EOps process optimi Cation of s atem de Celopment, testin ❑ and cuto Cer of s ❑stem transformation from p CT-kical to Cirtual en Cironment for Bi ❑ Data and ❑ are ❑busin ❑ s C�tems t Cat included Sandbo q C3ialit ❑ and production. • ManaCbd tCe distributed control satem from implementation to monitoring Uialitq reportin❑ and maintenance. • Mana Ced t Ce deli Cer ❑ of testin ❑ desi Chi and de Celopment of t Ce di saster reco Cer ❑ site based on Reco❑er❑Point and Site Reco❑er❑Mana❑er CSRM❑ • [Insure tCe confidentialit❑of sensitiEe information, document I❑M processes • Pro Asion and de -pro Cision access to Compan ❑ s EMems includin []modification, updatin ❑ and deletin ❑ end -user identit ❑ information ❑ it Cin Compan ❑ s Cltems • ❑nal CIe, document ❑ resol Ce Identit ❑ ❑ ccess Mana Cement m ❑M ❑tic Cets • Mana Ce t Ce data anal Cris, Celidation, collatin ❑ and utili Cation for t Ce proj ect S master data determination. • ❑estin ❑t Ce re-platformin ❑ S ❑P ❑RP6 to from p FF�ical to Cirtuali Ced stac ❑ in a ne ❑ data center []it[] EIBCO ❑ Oracle. • Mana Ced t Ce information securit ❑ testin ❑ CID Cite bo Mdurin ❑ t Eb implementation p Ease of t Ce data center ser Cer, fiber la ❑out, IP-MP ❑S, and ❑bne implementation. • Mana Ced de Celopment of test and cuto Cer plans, inte Ckation, s atem and c Cber securit ❑ testin ❑ for S ❑P Cirtual stac []implemented on a Susie ❑inu ❑ OS. • Mana Cin ❑ t Ce incorporation of s Ekem inte CTators, communication, c Can Ce and en Ea Cement initiati Ces for I ❑, Cendors and client relations Cip entities durin El Ce C3ialit ❑ assurance lifec Cole of t Ce s Ekem implementation. • Pro Cided mana Cement o Cersi CIt and tec Ehical leaders Cip ❑identif Cin ❑ ser Lice deli Cer ❑ impro Cement opportunities. • Directed all product deCelopment testin❑related actiEities from resource planning acEbisition and purc Cases to ❑ualit 1111 ssurance to to Cistics to cuto Cer plans to deplo Cfrlent. • DeCeloped tCe project® Ser Ace Ile Eel ❑ CTeement CS❑❑ ❑to ensure ser Eice continuitq all ilabilit❑and tCe performance auditin❑mec1- nism of sEkems at satisfaction le Eels for tCe client t CTou Clout t Ce proj ect lifec Cele. • Mana Ce t Ce data scrubbin q data C-alidation, mappin ❑ and data modelin ❑ for t Ce s rkem under de Celopment. Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • ❑pplied at a practical leEbl, Prince 2, SCR❑M, ❑ File and PMI procedures and principles for tEb de Cblopment, installation and mana Cbment of maj or s Ekem and infrastructure c Chin ❑es, up C17ades and rollouts. • Pro lided leaders Cip and direction on t E� proj ect 1� I ❑ corporate strate 11� PMO setup, Soft ❑ are De Cblopment ❑ ❑CM • ManaEbment ❑rame❑or❑processes, SerEice CataloE�, Cloud Computin , RP, HCperion BI and CRM Implementations. • Spear❑ead tEb initiation of ❑nterprise Project Mana❑ement EFPMq CC-tnEb ❑dEisor❑Board CC ❑B ❑process and ser Lice deli Cbr ❑ strate m for portfolio of projects data performance trac Ein ❑ and s Ekem inte CTation Cb Ebmance utili Cn ❑ ❑ d Cent. • ❑liEhin❑business reFbirements and processes in tCb client enEironment ❑it❑tEb client® arc Citect solution and pro Cram strate Cic obj ecti ❑es. [Cis ❑as be ac Cie Cad Cia ❑ • Prompt capturin ❑ of proj ect ® re Fbests for performance impro Cements in proj ect deli Curable, and • Collaborate and communicate Cproj ect © re Fbests [IF] it ❑pertinent internal Cd C-ternal Ce ❑ sta Cb ❑olders. • ❑ed t Cb de Cblopment efforts in deplo Cin ❑ successful Bi ❑ Data and ❑ are ❑ousin ❑ sub-proj ects. • ❑ctiCbl❑participated as Subject Matter ❑❑pert in implementation projects focusin❑on arc Citecture, desi lh and Eualit ❑ Technology: Microsoft DEhamics CRM, ❑dCent, H❑perion, Oracle eBusiness ❑RP, Oracle 11, CCber Securit q I FI❑. Team: 45 ❑90 Contractors ❑❑❑® FProject ManaCbrs, DeCiblopers, Product Mana❑ers, Data ❑rcEitects, ❑dministrators ❑ Virtual Cloud Computing (VCE) & GBM, San Jose, CA Senior Consultant — Cloud Computing Sep 2009 to May 2012 • Responsible for introducin line ❑ leadin Coed Cb tec [bolo IT-] products - con Cbr Cbd infrastructure- in deli Grin ❑ data center solution and professional ser Ekes for top tier companies around t Cb ❑ CC countries. [led all aspects of product and ser Lice desi 1h. El Cie Cbments includes ❑ • ❑ed a team of Subject Matter ❑❑pens CSM❑❑to deCblop and successfull❑commission and deplo ❑ Data Centre for cloud computin ❑ and e- ❑b Cbrnment solutions in ❑bl Cin EE • Mana Cin❑tCb deplo Ement of [Cisco ❑nified Computin❑SCltems CIDCSQHP, ❑M❑ are, ❑MC storaE� 111111, CSp Core, ❑irtual Des [top, MS S C-arePoint, ❑ 111re, 1111 S, ❑S ❑I, 1111111111 4 ❑ ❑S, ❑irtual Des Ctop Infrastructure C❑DI Q Hadoop, Bi ❑Data, D Ehamics ❑RP and BI H ❑perion. • ManaCbd data center ❑❑ ❑ EIE ❑ ❑, ❑et❑or❑Controls [IDS ❑ IPS Q fiber, CC ❑❑, ❑OIP, IP❑❑, SM❑ ❑❑, IP ❑elep❑bnq ❑ransport Securit❑ ❑et❑or❑ [ISO and Public ❑ddress and access point Cdudio [Eideo, ❑ireless, internet, etc. ❑confi E rations for tCb site, • Mana Cbd t Cb ❑o ❑ Current s atems Qntrusion and perimeter detection s atem, par Cin ❑ li Clain ❑ s ❑stem, Buildin ❑ Mana ❑ement S C�tem IBMS ❑111te CTation ❑it ❑ access point, smart ener Cl7 meterin ❑ s Cltems, access points and CC ❑❑. • DeCbloped project milestones and tasEl to resources project plan, and Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • Mana Cbd client s e C�ectation, communication and appro C-als from initiation to successful deplo Ciiient. • DeCbloped and mana❑ed tCb SerEice ❑eCbl ❑ Ckeement IS ❑❑ Eland Operational ❑eCbl ❑ C17eement ®❑❑❑❑it❑t❑e client. • DeEOoped ris❑treatment plan for tE� orElmiC�ltion® data in accordance ❑it[IISO 2CD0112005 and ali Eh tCb procedure ❑it❑ ❑bu D C3rbi S C]§tem and Information Center CIDDSIC ❑mandates. • Mana Cbd t Cb implementation De Cups processes for Continuous Inte Ckation ❑it ❑ Confi C3iration Management and ❑estin❑Suite utili[in ❑IBM Rational ❑cols. • ReEie❑ed and implemented tCe [Best ❑'it❑CRM solutions tCat ❑ould meet clients business needs from usabilit q fle Cibilit q ❑otal Cost of O ❑ners Cip ❑❑CO Q Return on In Cestment FROI ❑in liEEt oftEb eEistin❑infrastructure at client site [i.e. Siebel, MS DEhamics, S❑P, etc. El • Mana Ced t Ce testin ❑ for S EWm ❑nder De Celopment CS ❑ D Q B ac ❑ Office functionalit ❑ includin ❑ S ❑P ❑RP, S ❑P []CC, Cisuali Ced S ❑P s ❑Stems, • Mana Ced client© e Cpectations Crneetin CS, resources, tas C�, cuto Cer plans, trainin ❑ and deplo Einent. • De Celoped t Ce strate CD for CD -to -mar Cet for ne Ell ❑ de Celoped ser Ekes and corporate promotions tCIltt is based on segment offerinC� or Soft []are as a SerCice ESaaS❑tC-at increased tCe up -sell and cross -sell re Cenues. • ManaCbd tCe securit❑policies and procedures promotin❑a❑areness of securit❑policies and process frame ❑ or ❑ accordin ❑ to I EJ❑, ❑O ❑ ❑ ❑ and PMI ❑ it Cin t Ce or Cllni ❑htion for t Ce de Celoped data Centre. • P1aCed a lead role in car ❑in❑out add -Clue for proClded serEices, ❑❑❑ strateEEIand roadmap. Introduced ne ❑ soft ❑ are de Celopment met ❑bdolo Lies, includin ❑ ❑est Dri Cen and ❑ Cile de Celopment. Technology: Siebel, De ❑Ops, S ❑P ❑RP, ISO m❑C 2 CDO1, Rational, C Cber Securitq ❑ ❑ ❑ ❑ ❑, ❑ ❑ S, ❑Ebre, ❑CS, ❑M❑ are, ❑❑El. Team: 120 ❑❑❑S [ManaCbrs, ❑rcCltects, DeCelopers, ❑ualit❑ ❑ssurance, Business ❑nalC]§ts, and ❑I Desi Ehers ❑ Bearing Point, Sacramento, CA Sep 2005 to Aug 2009 Working with State of California Health and Human Services Department - Child Support Automation System. Major achievements included the following: Senior Consultant — Project Management • ManaCbd multiple and concurrent projects and maintain a master I❑ direction project de Celopment Cdeli Cerable sc Cedule. • Defined test plans, cClinCe manaCement implementation strateEies, projects scCedules, milestones, WEB, budCet, ❑PI, Balanced Scorecard and outline approac❑and mace adjustments FlitFin t Ce constraints set to ac Cie Ce t Ce optimum results follo ❑in ❑t Ce, PMI and I EJq ❑IS q COBI❑ frame ❑or❑ C3fidelines. • ❑nsured proper compliance ❑it❑tEb Healt❑Insurance Portabilit❑and ❑ccountabilit❑ ❑ct [HIP ❑❑Eldentification of an❑risE� andCbr issues tEat ❑ill impede completion oftEb ❑or®tud❑ Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 • Mana ❑ed and de Glop tEb securit ❑ re C3lirements for tEb I ❑ Mana Cbment S er ices CD ❑SM ❑ • Capacit ❑ Plannin ❑ Mana Cbment ❑ Billin ❑ S CStem • Mana ❑ed t C� C3ialit ❑ assurance team durin ❑ t ❑e re C3tirements, desi Eh and de ❑elopment p E ses of t Cis C3i Cb transformation of a le Ek ❑ mainframe s Cstem to ❑2 ❑ ❑ tec Cholo Lies. • Spear Cbaded tEb testin ❑ of ne ❑ desiEh met ❑bdolo Lies usin ❑ ❑M ❑ for tEb tec Chical specifications of t Cb s Ekem. Desi Ched t Cb entire s 113tem usin ❑ a ❑2 ❑❑ scalable n-tier arc ❑itecture based on best practices and desi C3i patterns. • ❑ec Eholo FTFa C- FF? ❑❑C❑CB, ❑ eblo C3c, ❑11E7 ESP, Struts, Oracle dB • ❑eamE32 11❑111� CPM, De❑elopers, ❑ualit❑ ❑ssurance, Business ❑nalFMs, ❑dministrators and Desi Chers ❑ • Serlice Oriented ❑rclitecture [lead • Crafted an inno Cati ❑e approac ❑ to tEb SO ❑ transformation strate CI7to Cblp clients ❑it ❑t ❑eir SO El roadmap. ❑Cis ❑or❑became tEb foundation for a ne❑ serCice line CIA ❑as Cbr❑ ❑ell receiEbd b [It E� clients. Technology: a CYE2 ❑E7 SO[], Oracle, HIP ❑ ❑, CSP Struts, PMI, ❑IS E7 I CAI ❑, ❑O ❑ ❑ g CMMI. Team: 50 ❑❑❑S [Mana❑ers, DeCblopers, Product ManaCbrs, Data ❑rcCitects, ❑dministrators❑ Al -Faris Information Technologies, Al -Kuwait, Kuwait Director of Software Development Aug 2002 to Aug 2005 One of tEb earl ❑ leaders in e-Commerce, ❑financial solutions, responsible for establis Can ❑t Cb tec C3iolo C❑7 department tEM deCeloped tEb main product. ❑cEieCbments include❑ • Clstablis Cbd and mana Cbd a ne ❑ soft ❑ are de Cblopment department of about 30 emplo ❑ees in product manaCbment, soft❑are deCblopment, and database administration. Successfull❑ deli Cored t Cb first release of t C3s compan ETA main product on time and ❑it Can bud Cat. • DriCon projects to ac Cie Cb pre -determined product Ciialit q on -time deli Cyr ❑ per sc Cbdule and ne ❑ product de Cblopment for all ne ❑ products or t Cbir Cariance Cia process assessment and process impro ❑ements t Efou C❑but t C� product de Cblopment lifec Cole. • Mana Cod t Cb entire product lifec Cole from inception t CTou CI7 deplo Ement and maintenance. Pro Cided arc Citectural o Corsi CEt C3ialitati Cb and C3iantitati Cb leaders Cip to t Cb deli Cbr ❑ team. Hands on in Cb1 Cbment and re Cie ❑ of all ❑I desi Eh, database and code desi Eh and appro Ell of c Can Cos made to t Cb s Ckem. • ❑ s a member of t Cb e Cbcuti Cb team, pla Cod a Cb ❑ role in settin ❑ t Cb compan CI§ strate EE and direction. ❑Cb product competed fa❑brabl❑ ❑it❑major plaCbrs in tCb same space, includin❑ 111111, Commerce One and Oracle. • DeEOoped tEb Balanced Scorecard CBSC❑and Ile []Performance Indicators CIDPI❑for business and operations. Technology: CACIiFff?❑❑, ESP, B❑❑ ❑ eb❑oEic, Oracle, El FIE]. Team: 50 ❑❑❑1� [ManaEbrs, DeFblopers, Product Mana❑ers, Data ❑rcEitects, ❑dministrators❑ Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 !� WATI Delivering Excellence, since 1998 West Advanced Technologies, Inc. 1010 Hurley Way, Suite 245, Sacramento, CA 95825 161 Fort Evans Rd NE, Suite 235, Leesburg, VA 20176 1230 Rosecrans Ave, Suite 300, Manhattan Beach, CA 90266 Hewlett Packard (HP), Aerial Communications, Bell South telecom Jan 1999 to July 2002 Senior Consultant — Program Management • Mana Cbd all product direction, desi Eh, de Cclopment and deli Ccr ❑ aspects for t C� tec Eholo 71 di 11sion. ❑ c Cie Cbments include ❑ • SpearCbaded a business transformation strate CDfor tCb intranet laCbr of tCb corporate portal. • Consulted ❑it❑manaC1-ment and SM❑s to anal computer sEWrn securit ❑procedures for manaE�ment of information and functional operations to determine scope and priorities of projects and to promote s ❑stem securit ❑ • De Cbloped strate Cic corporate relations Caps ❑it ❑ contents and tec Eholo copartners. • De Cbloped and promote t Cb s Cills ❑ it Cin t Cb or Cani Cation to impro Cb desi Chi Ehalit 1� securit ❑ mana Cbment, en Cineerin ❑producti Cat q and s Ci11 competent ❑ C3a peer and code re Cie ❑ s. • DeCbloped project plans for tCb ❑ EM CID orCflo❑ ManaCbment❑a [L❑❑ ❑ EM enEine, and S❑P ❑RP anal Ctics. • ProEide periodical proFTess reports of tCe project status, performance and recommendation for process impro Cbments. Technology: Microsoft ❑SP, S ❑P ❑B ❑P, C ❑q COM ®❑❑, M ❑C, Oracle RDBMS Team: 15 ❑❑❑C� ManaCbrs, DeCblopers, ❑ualit❑ ❑ssurance, ❑rapEic DesiEhers, Data ❑rcEitects❑ Motorola Inc., Schaumburg, IL Senior IT Consultant Feb 1994 to Dec 1998 • Mana Cbd 4 concurrent projects, billin q ❑ SM up CTades, ❑ireless tec Eholo CIC and telep ❑bn ❑ net ❑or Can ❑ • Created test de Cblopment strate Lies for IP blind spoofin ❑ and floodin ❑ met EMS for t Cb ❑ eb portal utili Fin ❑ C7 ❑ ❑. • Mana❑ed cross functional IS teams to ❑or❑on an enterprise project of t❑e orCIlnil- tion based on R❑P met❑bdoloM • Dri Cin ❑ t Cb deli Cbrables of t Cb milestones for project implementation and deplo Ement plans. • Mana ❑e t C� implementation and ❑ ❑ plans for t ❑e E2 ❑❑ enterprise application, ❑ Cic ❑ 11 s o Cbr 120 ❑orCflo❑s, autCbnticated Cia electronic siEhatures from CIC. • ManaCbd tCb performance testin❑plans Cia emulatin❑ Cirtual users on a B2B and B2C applications ❑it❑MercurET� [load Runner • ❑cti Cb1 ❑participated in t ❑e desi Eh and de Cblopment of all ne ❑ soft ❑are commercial products. Technology: Microsoft M ❑C, C ❑F� ❑ indo ❑s SD ❑, MS S 1111 SerCbr, Oracle DB. Team: 18 ❑❑❑S [Mana❑ers, DeCblopers, Product ManaCbrs, Data ❑rcCitects, ❑dministrators❑CD138❑ Contact Information for scheduling interviews: Email:srinivas@wati.com Tel: (703) 485-5715 Fax: (310) 935-3156 EXHIBIT B REQUEST FOR PROPOSAL NO. 20-124 REQUEST FOR PROPOSALS (RFP) NO. 20-124 FOR Information Technology As -Needed Professional Services CITY OF SANTA ANA Information Technology Department Jack Ciulla Chief Information Officer Phone: (714) 647-5381 Email: jciullat�santa-ana.org KEY RFP DATES: The schedule below is tentative and subject to change at the discretion of City, with appropriate notice to prospective Proposers. Issue Date: Deadline for Questions about RFP proposal Due Date: Review of Proposals: Projected Award Date: October 26, 2020 November 9, 2020 November 24, 2020, by 4:00 PM on or about November 24 — 30, 2020 on or about December 2020 (9) CITY OF SANTA ANA RFP NO. 20-124 FOR Information Technology As -Needed Professional Services TABLE OF CONTENTS PAGE I. BACKGROUND 3 II. PROJECT PURPOSE 5 III. SCOPE OF SERVICES 5 IV. TERM OF AGREEMENT 8 V. RFP SCHEDULE OF EVENTS 9 VI. RESPONSE TO RFP 10 VII. SELECTION PROCEDURES & CRITERIA 15 Vill. WITHDRAWALS 16 IX. PROTESTS 16 X. GENERAL TERMS AND CONDITIONS 16 XI. AWARD OF AGREEMENT 21 XII. IMPLEMENTATION 21 EXHIBIT A — SAMPLE AGREEMENT 22 ATTACHMENT A — REFERENCES 30 ATTACHMENT B — PROPOSER'S STATEMENT 31 ATTACHMENT C — NON -COLLUSION AFFIDAVIT 32 ATTACHMENT D — NON -LOBBYING CERTIFICATION 33 ATTACHMENT E — NON-DISCRIMINATION CERTIFICATION 34 RFP No. 20-124 Information Technology As -Needed Professional Services Page 2 of 35 (9) CITY OF SANTA ANA BACKGROUND A. The City of Santa Ana (the "City"), incorporated in 1886, is located in Orange County, California, which is considered to be one of the top growth areas in the state, as well as in the country. The City currently occupies a land area of 27.2 square miles and serves a population of approximately 338,000. The City of Santa Ana is a full service City of approximately 1050 full-time and 510 part-time employees with twelve (12) agencies (departments). The City Council is composed of an elected Mayor and six (6) Council Members. B. INFORMATION TECHNOLOGY DEPARTMENT The City's Information Technology Department (ITD) is comprised of a group of 24 employees that includes the Infrastructure and Applications divisions, as well as the Administration and Technology Support units. The team is augmented through various professional services agreements which provide staffing and managed services. The departmented is headed by the Chief Technology Innovations Officer, who serves as it director and reports directly to the City Manager. The combined team of employees and contractors serve as a centralized IT organization to support the technology needs of the entire organization. (The Police Department has a small group of direct employees who provide desktop support and specialized application support for that department). The City is currently contracted with several vendors, under the staff augmentation service model. These contracts are set to expire on February 6, 2021. Other agreements with vendors for managed services are set to expire are various future dates. The City recognizes that the staff augmentation model is only one model of providing IT services. Different models are also used by the department, when beneficial to the organization. However, This RFP only relates to the agreements related to staff augmentation portion of IT services. C. CITY IT ENVIRONMENT There are more than 23 facilities throughout the City of Santa Ana that are serviced by ITD. These include City Hall, Ross Annex, Parks, Community Centers, 2 Libraries, and Police Headquarters. The ITD is located in City Hall, but supports all locations. The ITD coordinates services with the PD IT organization. 1. Data Centers The City currently has two data centers housing IT infrastructure: City Hall and Police Headquarters. There are approximately 1,500 users, employees and contractors, supported either on -premise or remotely through VPN. 2. Network and Telecom The City's network environment consists of 115 Cisco switches, 20 Aruba Switches, 297 Aruba wireless access points, 5 Aruba WiFi controllers, 7 Cisco routers, 3 Fortinet firewalls, 3 Cisco firewalls, and numerous video cameras. The City also operates a Mitel VOIP phone system with more than 1,100 users. The phone system utilizes 5 PRI circuits for City Hall and remote locations and 54 PRI circuits for PD. RFP No. 20-124 Information Technology As -Needed Professional Services Page 3 of 35 (9) CITY OF SANTA ANA 3. Server Administration The City's server environment consists of 57 physical HP servers and 321 virtual (VMWare) servers, 142 TB of HP 3PAR FC storage, and 816 TB of iSCSI PD VSS storage. The City utilizes Commvault, Barracuda and Veeam to backup all of the City data. 4. ERP Applications The City operates a number of enterprise -wide software systems including the Infor Lawson Financial Management, Neogov High Line Human Resource/Payroll, MHC Document Express, and the Questica Budget systems. 5. Specialized Applications The City also operates numerous specialized applications that are primarily used by one or two departments. These systems include SAPIN Land Management and Permitting, enQuesta Customer Information (utility billing), Business Tax and Licensing, Dog Licensing, Civic Plus CivicRec class and recreation scheduling, DataTicket parking citations, Qmatic queuing and appointment scheduling, Happy Software Housing Pro, iNovah cashiering, Cherwell IT service management and many homegrown custom systems. The City is also in the process of implementing a new Advanced Meter Infrastructure (AMI) system, Meter Data Management (MDM) system, and is in the process of selecting a new land management system. 6. GIS and Asset Management The City's Geographic Information System (GIS) allows for the collection, storage, and management of spatial data. The City supports several GIS-related applications include ERSI ArcGIS, CityWorks Asset Management, and Tyler MyCivic work management and mobile app. 7. Content and Collaboration The City operates several applications that facilitate the management of content, records, and collaboration of information. These systems include the Drupal Internet content management system, the intranet site, Laserfiche enterprise content management, and Granicus meeting management. 8. Technology Support Services The City's environment consists of more than 2,000 personal computers and laptops, more than 500 mobile devices including phones, cellular hotspots, and tablets. The Technology Support Services group provides help desk services, desktop support services, provides management of IT assets, supports smart conference rooms, and provides support for City meetings. The Chart 1, below, depicts the functional organization of the Information Technology Department. RFP No. 20-124 Information Technology As -Needed Professional Services Page 4 of 35 (9) ON • FkfF, Qrck ■ Pesk!14nIt MOP% ■ Farr psxKt'+ Prin[ers • IT AmaT INsllegnn"I mmogr rT Scrder FAafuganw,nT 3yslrm JITSTutj Lhot Ck-Jaup App Tr■In" + Net1++Ptk Qpel'�1am � Cy6crxKLr{L}r Wireless Inh�slruCtur� and Aram Rolnts • Interne[ CoAfleelluity r F trrw■Ir ■nd IPS VPN euxtx Tdrerxn iWTTU Shcrrlrll Imb elha vi ke I,rn{kW Cbrordn5 CITY OF SANTA ANA VaLK rn[cr insnapment Pyslcq) a V h I Wd Servers lr rftTs1uagC eatkup Mlanserft*0 i mall syrst" rdminislral [an OlrMUNN kcwkl4 I kylet! luaw arrQUML ■ inreffket WLd Imranet confirm M1#nr7 M" `+0*m XWJ ' �I#fe'pdnt • Lrtseslwchr sy}tlpm Chart 1 — Information Technology Department (ITD) Information Technology department Functional Organization Chart • l4rrd • £SRJGIS ' Flnmwial Manowniet • inlerWKe A%wt mjrwgmrnl $yo'RI�-` P[M1 M9naRMlkn1 JINION I4Iw,nht • Luatw" Sy7lmif[ W11 ■ �glrR''w ll InkWnl#l.on • G*4nl4ria4es �NlKd5m PNh Line) Syslnnk �(K) . Chti syskpm ' i14nesi 1UPO &W U19lra[ Jlslrlfigenre iLBlj • tkprnearl<itas . Fnµinrering ' Do-wnkemExprm aysSrms syslerm WWI Caihlllrargl . {IaaplagLh• • Pcraaq[srls�yslem► ym— n t sgsit+n U rary iysacnn • EVA Warms • Legal xystr+m • PAAM (. Rear -Won W"erns • MA 5y%tH111 II. PROJECT PURPOSE The City of Santa Ana is seeking a qualified firm(s) that can provide a broad range of Information Technology (IT) support, maintenance and new project consulting for its various departments. Services will be requested for an as -needed duration and charged on an hourly - basis. III. SCOPE OF SERVICES A. GENERAL REQUIREMENTS 1. IT Service Provider(s) management will be expected to work in conjunction with City IT Management in order to provide effective day-to-day management of work activities and tasks of their staff, manage their leave requests, provide replacement staffing (if requested by City) and manage the onboarding/off boarding of their staff. 2. IT Service Provider will be responsible for all payments and benefits for their personnel placed on assignments with the City, including payroll, taxes, other withholding, vacation, other benefits, etc. RFP No. 20-124 Information Technology As -Needed Professional Services Page 5 of 35 (9) CITY OF SANTA ANA 3. IT Service Provider(s) shall provide for on -site support between the hours of 7:30 am to 5:30 pm Monday through Friday or alternative hours as requested or approved by City IT Management. Service provider staff may be required to occasionally be on -call and provide after -hour services. After -hour work may also be required during scheduled maintenance windows and Service Provider staff may be requested to flex their hours. 4. All IT Service Provider personnel must wear a visible identification badge or clothing when at City facilities, identifying staff members as employees of the IT Service Provider. The City maintains the right of refusal for staff deployed to City facilities by the IT Service Provider. 5. IT Service Provider will be responsible for the conduct of any temporary contract service personnel placed with the City. If, at the sole discretion of the City, a temporary contract service person is determined to be unsatisfactory for any reason, the Proposer will withdraw the individual upon notification by the City. The City will not be charged for the period of unsatisfactory service. 6. IT Service Provider personnel will utilize the City's IT Service Management System (ITSM), currently Cherwell, for managing work service and change requests. 7. City will provide reasonable office space and furnishings for IT Service Provider personnel. The City may also provide an office phone if necessary. IT Service Provider will be responsible for any toll calls made by the contractor that are not made on behalf of the City. 8. The City does not provide onsite parking. IT Service Provider or their staff are responsible for any offsite parking expenses that are required. 9. IT Service Provider is responsible providing their personnel with all equipment, software, and office supplies necessary for their staff to perform their duties. This includes computer equipment (PC, laptop, monitor, etc.) and cell phone. The City will provide a base image for computers that meets City -security protocols and will allow network connectivity to IT Service Provider personnel. IT Service Provider will delete all software and reimage the computer when it is no longer used for City of Santa Ana business. 10. City will provide IT Service Provider personnel with reasonable access to City staff as necessary and appropriate to for IT Service Provider to fulfill its obligations. In order to facilitate reasonable access to City staff, IT Service Provider personnel may be issued City email accounts, phone extensions, and badges that provide access within City facilities. 11. IT Service Provider personnel must have a Live Scan background check performed by the Department of Justice prior to being placed at the City. (See section X.F.) 12. The City will pay only straight time (i.e. no increase in effective hourly billing rate) for all hours worked. Overtime will be considered as any time in excess of the City's scheduled work week. The City will pay only for hours in excess of a normal schedule when authorized in advance by the City's Information Technology Director or a designated manager and then only at a straight time rate. 13. The City does not provide compensation for temporary technology contract service personnel or technology consultants for holidays unless they are required to work on a City holiday and their work time has been prior approved by the City's Information Technology Director or a designated manager and then only at a straight time rate. The following are City Holidays: RFP No. 20-124 Information Technology As -Needed Professional Services Page 6 of 35 (9) CITY OF SANTA ANA • New Year's Day • Martin Luther King Jr. Day • Presidents' Day • Memorial Day • Independence Day • Labor Day • Thanksgiving Day (2 days) • Week between Christmas and New Years (dates vary) B. SERVICES BEING SOUGHT The City seeks IT Service Provider(s) to provide personnel with specific technology skills to perform assignments of varying lengths. Multiple pre -approved IT Service Providers may be contacted to propose resources and a quote for a requested assignment/project. In response to requests from the Information Technology Department, the IT Service Provider(s) shall: 1. Research their roster of personnel and/or recruit for potential candidates. 2. Screen available candidates in order to match technology skills and work experience with requirements of the City job assignments. 3. Confirm candidate qualifications including technology skills, experience, work habits, interpersonal skills, quality of work performed, reference checks, etc. 4. Confirm candidate availability for the City assignment. 5. Provide the City with resumes of screened qualified candidates (identifying skills, work experience and education) and their hourly bill rates. 6. Upon the City's conditional acceptance of a candidate, conduct required background checks (See section X.F.). 7. After a candidate has been accepted but prior to beginning the engagement, inform the candidate on the standard of conduct required of those working with the City and brief the candidate on pertinent business procedures (e.g. time reporting, requesting time off, personnel benefits, etc.) 8. After an engagement starts, work with City IT Management to determine staff member's duties and responsibilities. Provide monitoring of staff member's performance on a periodic basis to ensure their continuing fit with the City and the City's satisfaction. 9. There is no guarantee as to the number of times a Proposer will be used or the dollar amount that will be expended with them. C. DESCRIPTION OF TECHNOLOGY POSITIONS TO BE PROVIDED The skills and services will be needed in the technology categories of: • Application & Development Services • Project Management & Business Analysis RFP No. 20-124 Information Technology As -Needed Professional Services Page 7 of 35 (9) CITY OF SANTA ANA • GIS Services • Desktop Support & Helpdesk • Network & Telecommunications Services • Data Center & Operations • Cybersecurity Specific abilities required will vary depending on the operations and projects involved. Detailed identification of knowledge, skills, abilities, experience and education will be provided for each assignment with the City. Table 1, below, shows a sample of technology -related positions by category for which the City may seek Proposer(s) to provide contract service personnel. This list is not exhaustive or fixed. As the technology needs of the City change, the technology specialties sought will also change. This list does demonstrate the range and depth of technology fields and positions potentially sought by the City. Contract service personnel and consultants may be expected to perform other related duties not specifically detailed herein or in the City's pre -engagement description of the assignment (at the quoted rate) but that are generally within the scope of the job classification requirements for knowledge skills and abilities specified. Applications & Development Services • Systems Analyst • Programmer/Developer (.NET -C#, VB.NET) • Web Developer (.NET/PHP) • Database Administrator (MS SQL, Oracle) • Document Imaging Application Specialist (Laserfiche) • Business Intelligence Specialist • Mobile App developer (iOS & android OS) Project Management & Business Analysis • IT Business Analyst (with municipal government experience) • Project Lead (for deployment of purchased software application) • Technology Consultant for specialized applications (See Sections I.A.4 & 5 above, e.g., Lawson, HighLine, etc.) • System Evaluation & Selection Consultant GIS Services • GIS Administrator • GIS Analyst • GIS Intern Network & Telecommunications Services • Infrastructure Architect • Network Engineer (Cisco) • Network Security Engineer (Cisco/Fortinet) • Network Specialist — LAN Administrator (Cisco) • Wireless infrastructure Engineer (Aruba) • Telecom VOIP Administrator (Miltel/Shoretel) • Telecom VOIP System Engineer (Miltel/Shoretel) Data Center & Operations • Systems Architect and Engineer • Systems Administrator (MS Windows Server) • Data Center Engineer (HP servers, Win OS, VMware, HP SAN) Cybersecurity • Cybersecurity Engineer • Cybersecurity Analyst Desktop Support and Helpdesk • Tech Support Lead • Tech Support Specialist (Desktop) • Tech Support Intern Table 1 - Potential Technology Specialties by Category (Caution: List is not comprehensive) RFP No. 20-124 Information Technology As -Needed Professional Services Page 8 of 35 (9) IV. V. VI CITY OF SANTA ANA TERM OF AGREEMENT The term of the agreement is four (4) years. The City may, at its discretion, extend the agreement with the same or more limited scope of required services for up to one (1) additional two-year term, contingent upon direction of the City Manager. RFP SCHEDULE OF EVENTS Schedule below is tentative and subject to change at discretion of City, with appropriate notice to prospective Proposers. Issue Date: Monday, October 26, 2020 Deadline for Questions about RFP: Monday, November 9, 2020 Proposal Due Date: Tuesday, November 24, 2020, by 4:00 P.M. Review of Proposals: on or about November 24 — 30, 2020 Projected Award Date: on or about December 2020 RESPONSE TO RFP A. SUBMITTAL INSTRUCTIONS It is the responsibility of the Proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to the proposal due date and time. Proposals, including all required sections and forms, shall be submitted electronically via the City's Bid Management System, PlanetBids. No other form of submittal will be accepted. It is the responsibility of the Proposer to ensure that any proposals submitted has been uploaded to PlanetBids prior to this proposal due date and time. PlanetBids will not accept late bids and no exceptions shall be made. Proposers will receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their proposal was submitted successfully. The City will only receive and consider those proposals that were transmitted successfully. Submit proposal online at: http://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposer shall be solely responsible for informing itself with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer's sole risk and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992-1771. Questions of an operational nature may be directed to the City's assigned Project Manager. Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline. Proposals shall NOT be mailed or sent via telegraphic, electronic or facsimile means. RFP No. 20-124 Information Technology As -Needed Professional Services Page 9 of 35 (9) CITY OF SANTA ANA All notifications, updates and addenda will be posted online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal. B. COMMUNICATION / CONTACT WITH CITY STAFF Unless otherwise authorized herein, Proposers who are considering submitting a proposal in response to this RFP, or who submit a proposal in response to this RFP, are only to communicate with the assigned Project Coordinator(s), and no other City staff about this RFP from the date this RFP is issued until a contract is awarded. The City will provide all official communication concerning this RFP in writing via the City's Bid Management System, PlanetBids. General questions regarding this RFP may be directed to the City's assigned Buyer utilizing the City's PlanetBids system. The City will not be responsible for or bound by any oral communication or any other information or contact that occurs outside the official communication process specified herein, unless confirmed in writing by the designated Project Manager. C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS Questions regarding this RFP shall be submitted via PlanetBids by 4:00 PM on November 9, 2020. Responses to all questions will be posted on PlanetBids no later than the date and time shown at the schedule of key RFP dates above. All prospective Proposers are advised to visit PlanetBids on a regular basis as the responses may be posted earlier than the date above. No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP. D. ADDENDA Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City's PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. E. UNDERSTANDING PROPOSAL It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, or requirement of the RFP that the Proposer does not understand. Responses to inquiries, if they significantly change or clarify the RFP requirements or any aspect of the procurement process, will be forwarded by addenda to all Proposers. The City will not be bound by any oral responses to inquiries. By submitting proposals, Proposers assert that they have fully read the RFP and any addenda issued by the City, the proposed Contract and any other Contract Documents, and affirm that the terms and conditions stated therein are fully understood and are acceptable to the Proposer. Each Proposer RFP No. 20-124 Information Technology As -Needed Professional Services Page 10 of 35 (9) CITY OF SANTA ANA accepts the terms and conditions of the Contract Documents and indicates their ability and willingness to perform the requested services under such terms and conditions. Any exceptions to the terms and conditions set forth in the Contract Document should be clearly noted in each Proposer's proposal. Please direct all questions regarding the procurement process to: City of Santa Ana Finance & Management Services — Purchasing Division Stephanie Martinez, Buyer Email: SMartinez10(@santa-ana.orq Phone: (714) 647-5468 F. PROPOSAL CONTENTS Proposals are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Colored displays, promotional materials, etc., are not necessary or desired. Emphasis should be concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, and on completeness and clarity of content. Dividers and clear organization of content and material are encouraged. 1. Cover Letter Proposals shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity. Cover Letter shall not exceed one page. Cover letter must be addressed to the following: Jack Ciulla, Chief Technology Innovations Officer City of Santa Ana — Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 2. Agreement Statement Proposal shall include a statement outlining your concurrence or concerns with any and all provisions as contained in the Standard Agreement attached as Exhibit A of this RFP or with the General Requirements section (I II.A). 3. Firm and Team Experience Proposal shall include a profile of the firm's experience including the following: A general description of the firm, including size, number of employees, number of staff placed at client organizations, and any past or contemplated changes in ownership. ii. Name and contact information of the supervising Engagement and/or Resource Manager to be assigned to the engagement. iii. Resumes for the Engangement and/or Resource Manager(s) assigned to the engagement. RFP No. 20-124 Information Technology As -Needed Professional Services Page 11 of 35 (9) CITY OF SANTA ANA iv. A description of the firm's experience in providing similar services to those requested in this RFP with emphasys on other public -sector agencies. v. A list of the local office's most significant engagements in the last five (5) years, indicating whether they are public or private sector, and including scope of work, date, positions staffed for client, and name and telephone number of the client contact. 4. Supplemental Questions L Description of the major service offered by the Proposer's firm ii. List of acceptable invoicing frequencies. (i.e., weekly, bi-weekly, semi-monthly, monthly) iii. The number of years that the Proposer has been in the business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note and explain.) iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services v. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) viii. List of the types of technology specialties for which the Proposer provides temporary placements or consulting services. (For example, if you only provide consulting services for a specific product or skill -set, please specify.) ix. List of any unique qualifications and/or experience that distinguish the Proposer's ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services or qualifications. x. Description of Proposer's methods used to identify potential candidates RFP No. 20-124 Information Technology As -Needed Professional Services Page 12 of 35 (9) CITY OF SANTA ANA xi. Description of Proposer's methods used to screen candidates and to match their qualifications against the requirements of a City job assignment xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. xiii. Description of Proposer's methods used to establish candidate availability with respect to the project schedule of the City assignment Av. Description of proposer's process for conducting staff evaluations xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City xvii. Description of any programs and benefits provided by the Proposer to its personnel engaged with the City that ensure their retention for the period required by the City xviii. Confirmation that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g, After six months of placement, IT Service Provider personnel may be hired without any penalties, etc.). 5. Cost Proposal Complete these tables for each of the Technology Specialties listed in Section III.C, Table 1. For example, you may provide a System Analyst or a Network Engineer. Estimated Rates These rates are just estimates based on current engagements that you have. Actual rates will be quoted at the time of order placement per the process described in Exhibit A, Section 5. Add as many rows as necessary. Title Estimated Hourly Rate (Offsite) Estimated Hourly Rate (Onsite) Minimum Engagement Hours Markup Percentages This reflects the markup percentages used by your firm to when staffing Contract Service Personnel with the City. The first row reflects the markup if the Proposer(s) are asked to find a resource. Since this scenario requires additional marketing costs, it is expected the markup will be higher. The second row should reflect the markup if RFP No. 20-124 Information Technology As -Needed Professional Services Page 13 of 35 CITY OF SANTA ANA a resource has already been identified and no marketing is required. Furthermore, identify the different markup percentages between a W2 employee and Corp -to -Corp resource. Finally, estimate approximately how many hours would be necessary before the markup (and corresponding rate) would drop to that of the Identified resource markup percentage. These percentages should remain fixed throughout the entire term of the agreement, including optional renewals. Resource W2 Employee Corp -to -Corp Est. Hours Until Rate Type Markup % Markup % Drops to Identified Resource Markup % Proposer Found Resource Identified Resource N/A * To be determined at acceptance of candidate 6. Certifications (ATTACHMENTS) The following forms, included in this RFP, shall be signed and included as part of the proposal submittal package: • Attachment A: References Attachment B: Proposer's Statement Attachment C: Non -Collusion Affidavit • Attachment D: Non -Lobbying Certification • Attachment E: Non -Discrimination Certification 7. References Contractor shall provide three (3) references from public agency customers for which similar to services specified in this RFP have been performed, including contact names and telephone numbers, and types of services your firm has provided. Use Attachment A — References. The respondent grants permission for the City to contact any individuals listed as references. City may disqualify a Proposer if. - References fail to substantiate Proposer's description of services and deliverables provided; or • References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or • City is unable to reach the point of contact with reasonable effort. It is the Proposer's responsibility to inform the point of contact(s) of normal City working hours. RFP No. 20-124 Information Technology As -Needed Professional Services Page 14 of 35 (9) CITY OF SANTA ANA 8. Evidence of Financial Capacity Proposer may be requested to submit its most recent audited financial statement, evidencing Proposer's financial capacity to fully perform the required services, including provision of equipment and personnel expenses over a ninety (90) day period. If said financial statement does not reflect full ninety (90) day operational capacity, Proposer may include a letter of credit as evidence of supplemental capacity. 9. Insurance The selected Proposer shall provide the required evidence of insurance coverage as set forth in the standard agreement within ten (10) business days after receipt of Notice of Intent to Award. Contractor must maintain, for the duration of its contract, insurance coverages as required by the City. Subcontractors must comply with the City's insurance requirements as stated herein. Primary Contractor shall not allow any Subcontractor to commence work until all insurance required of Subcontractor is obtained. Additionally, Contractor shall provide the following insurance coverage: A warrant that the firm maintains a prudent amount of errors and omissions insurance that covers negligent acts and is applicable to the work requested in this RFP. Work on the contract shall not begin until after the awarded Contractor has submitted acceptable evidence of the required insurance coverages. VII. SELECTION PROCEDURES & CRITERIA A. The City will establish a proposal review committee, consisting of Information Technology Department staff designated by the Chief Technology Innovations Officer. The review committee will evaluate proposals based on the response to the RFP, which includes adherence to outlined directions and format, and the responses to the information requeseted above. B. Proposers will be ranked by the selection committee staff based on the following criteria: • Overall ability to provide the services based upon the responses to the RFP (25%) • Responses to Supplemental Questions (Section VI.F.4.) (25%) • Experience with similarly sized governmental agencies in providing the types of services outlined in this RFP (25%) • Responses to Cost Proposal (Section VI.F.5) (25%) RFP No. 20-124 Information Technology As -Needed Professional Services Page 15 of 35 „I) CITY OF SANTA ANA C. A final score will be calculated for each submitted proposal and used to rank Proposers. The City is under no obligation to accept any proposal and reserves the right to negotiate with respondents as to fees and terms. The City may reject proposals at its sole discretion. If a proposal fails to satisfy any requirements outlined in this RFP, it may be considered non -responsive and the proposal may be rejected. The City shall not be obligated to accept the lowest priced proposal, but will make an award in the best interests of the City of Santa Ana after all factors have been evaluated. Finance staff will recommend the top ranked consulting firm to the City Manager or City Council for award of contract. Vill. WITHDRAWALS Proposers are responsible for verifying all prices and information before submitting a proposal. Prior to the proposal due date, the Proposer or Proposer's representative may withdraw the proposal by providing written notice of the proposal withdrawal to the City Contact/Project Manager. Verbal or telephonic withdrawals are not permissible. IX. PROTESTS Proposers may file a "protest” to an RFP with the City's Purchasing Department. In order for a Bidder's protest to be considered valid, the protest must: Be filed in writing within five (5) business days of either the RFP issued date or before 5:00 p.m. of the 5th business day following the posting of Bid Results/Notice of Intent to Award Contract on the City's website; 2. Clearly identify the specific irregularity or accusation; 3. Clearly identify the specific City staff determination or recommendation being protested; 4. Specify, in detail, the grounds of the protest and the facts supporting the protest; and 5. Include all relevant, supporting documentation with the protest at time of filing. If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest is valid, the City's Purchasing Manager, or other designated City staff member, shall review the basis of the protest and all relevant information. The Purchasing Manager will provide a written decision to the protestor within ten (10) business days from receipt of protest. The decision from the Purchasing Manager, or her/her designee, is final and no further appeals will be considered. RFP No. 20-124 Information Technology As -Needed Professional Services Page 16 of 35 (9) CITY OF SANTA ANA X. GENERAL TERMS AND CONDITIONS By submitting a Proposal, the Proposer acknowledges that it has thoroughly examined and accepts the Terms and Conditions of this RFP as described below: A. AMERICANS WITH DISABILITIES ACT The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans with Disabilities Act of 1990 ("ADA"), 42 USC §§ 12101 et seq., and its implementing regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against persons with disabilities nor against persons due to their relationship to or association with a person with a disability. Any contract entered into by the awarded Contractor (or any subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph. B. CITY RIGHT TO REJECT The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RFP or otherwise. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any minor inconsistency, informality or technical defect in the proposal. C. CONFLICT OF INTEREST Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the City. This obligation shall apply to the Contractor; the Contractor's employees, agents, and Subcontractors associated with accomplishing work and services hereunder. The Contractor's efforts shall include, but not be limited to, establishing precautions to prevent its employees, agents, and Subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence City staff or elected officers from acting in the best interests of the City. Each Proposer must disclose any existing or potential conflict of interest relative to the performance of the contractual services resulting from this RFP. Any such relationship that might be perceived or represented as a conflict should be disclosed. The City reserves the right to disqualify any Proposer on the grounds of actual or apparent conflict of interest. No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded a Contract for the provision of services, the delivery of supplies, or the provision of any other related action which is required, suggested, or otherwise deemed appropriate as an end product of this Contract. Therefore, Contractor is precluded from contracting for any work recommended as a result of this Contract. D. CONTRACTOR'S EXPENSE Pre -Contractual Expenses: The City is not liable for any costs incurred by Proposers prior to entering into a formal contract. Costs of developing a response to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Pre -contractual expenses are not to be included in the cost proposal. Pre - contractual expenses include, but are not limited to, preparation of the proposal, submission of the proposal and additional information, attendance at pre -proposal RFP No. 20-124 Information Technology As -Needed Professional Services Page 17 of 35 (9) CITY OF SANTA ANA conference, negotiating any matter related to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date of award and execution, if any, of the contract. Other Expenses: The Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on City sites during the performance of work and services under this Contract. E. CONTRACTOR'S PROJECT MANAGER/KEY PERSONNEL Except as formally approved by the City, the key personnel identified in Contractor's proposal shall be the individuals who will actually complete the work. Changes in staffing must be reported in writing and approved by the City. The City shall have the right to require the removal and replacement of the Contractor's Project Manager and key personnel under the awarded contract. The City shall notify the Contractor in writing of such action. The City is not required to provide any reason, rationale, or additional factual information if it elects to request any specific key personnel be removed from performing services under the awarded contract. The City shall review and approve the appointment of the replacement for the Contractor's personnel. Said approval shall not be unreasonably withheld. Standards of Conduct: Contractor's personnel shall be courteous and maintain good working relationships with all stakeholders, state or outside agencies, other team members and staff within the City. Criminal Background Certification: Contractor certifies that all employees working on this contract have had a criminal background check at Contractor's cost and that said employees are clear of any sexual and drug -related convictions. Contractor further certifies that all employees hired by Contractor or Subcontractor shall be free from any felony convictions. City reserves the right to require Contractor to pay fingerprinting fees for personnel assigned to work in sensitive areas. F. BACKGROUND INVESTIGATIONS Unless exempted by the City, Proposer(s) will conduct a background check on each candidate (after the candidate's conditional acceptance by the City and prior to the start of any engagement with the City). Contract service personnel and consultants on assignment with or in support of the Santa Ana Police Department (SAPD) will be required to pass a SAPD background investigation prior to beginning work with SAPD. Full name, address, phone number, birth date, Social Security number and driver's license number must be furnished to the City upon request. An application for SAPD background must be completed by each prospective contract service person who will be providing on -site services to SAPD. G. COST PROPOSAL The price and amount of the Cost Proposal/Fee Schedule must have been arrived at independently and without consultation, communication, agreement or disclosure with or to any other Subcontractor, Proposer or prospective Proposer. Prices offered by Proposers in their proposals are an irrevocable offer for the term of the contract and any contract extensions. The awarded Contractor agrees to provide the RFP No. 20-124 Information Technology As -Needed Professional Services Page 18 of 35 (9) CITY OF SANTA ANA purchased services at the costs, rates, and fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees shall be payable to the awarded Subcontractor for implementation of their proposal. H. DATA RETENTION Contractor shall be responsible for retaining data, records, and documentation for the preparation of required items. These materials shall be made available to and as requested by City. All materials, documents, data or information obtained from the City Data files or any City medium furnished to Contractor in the performance of an awarded contract will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Contractor after completion or termination of this Contract without the express written consent of the City. All materials, documents, data or information, including copies, must be returned to the City at the end of the contract. All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall become property of the City. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. I. DRUG -FREE WORKPLACE The awarded Contractor certifies compliance with Government Code Section 8355 in matters relating to providing a drug -free workplace. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the contract or both, and the Contractor may be ineligible for award of any future City contracts. J. EXAMINATION Proposer represents that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City's objectives. Any attachments referenced herein or any interpretations, clarifications or amendments subsequently posted in relation to this RFP are fully incorporated. Any irregularities or lack of clarity in the RFP should be brought to the designated City Contact/Project Manager's attention as soon as possible so that corrective addenda may be furnished to prospective Proposers. Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to comprehend the complexity and risk of this contract, may be rejected. K. EXECUTION OF AGREEMENT Upon successful negotiations, the City and the selected Proposer will enter into an Agreement similar to that as shown in EXHIBIT 3 STANDARD AGREEMENT in the Appendix of this RFP. If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City reserves the right to select the next most qualified Proposer or call for new Proposals, whichever the City deems most appropriate. RFP No. 20-124 Information Technology As -Needed Professional Services Page 19 of 35 (9) CITY OF SANTA ANA L. JOINT OFFERS/SUBCONSULTANTS Where two or more Proposers desire to submit a single Proposal in response to this RFP, they should do so on a prime sub -consultant basis. The City intends to contract with a single firm and not with multiple firms doing business as a joint venture. Should the use of sub -consultants be offered, the Proposer shall provide the same assurances of competence for the sub -consultant plus the demonstrated ability to manage and supervise the subcontracted work. Sub -consultants shall not be allowed to further subcontract with others for work under the Agreement. The provisions of the Agreement shall apply to all sub -consultants in the same manner as the Proposer. The City reserves the right to reject, replace and approve any and all Subcontractors. All Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the prime Contractor and the City shall assume no liability of such Subcontractors. M. INDEPENDENT CONTRACTOR Contractor is considered an independent Contractor and neither Contractor, its employees, nor anyone working under Contractor will be considered an agent or an employee of City. Neither Contractor, its employees, nor anyone working under Contractor, will qualify for workers' compensation or other fringe benefits of any kind through City. N. LITIGATION STATUS Each Proposer must include in its proposal a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer's prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failure(s) to meet contract milestones or other contractual failures. O. NEGOTIATIONS The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, and the awarded Contractor's proposal, together with any modifications and clarifications thereto that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Contractor's proposal, and the awarded Contractor's proposal. Specific exceptions to this general rule may be noted in the final executed contract. Negotiations shall be confidential and not subject to disclosure to competing Contractors unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, the City reserves the right to negotiate a contract with another Contractor or withdraw the RFP. RFP No. 20-124 Information Technology As -Needed Professional Services Page 20 of 35 (9) CITY OF SANTA ANA P. PROJECT MANAGER The selected Proposer will assume responsibility for all services in its proposal. The selected Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement. Q. PROPOSAL VALIDITY Services, pricing, and warranties indicated in a Proposer's Proposal must be valid for a period of 90 days at minimum after the submission of the Proposal. R. PUBLIC AGENCIES Other public agencies, as defined by California Government Code Section 6500, may choose to use the terms of this Contract, subject to Contractor's acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency. S. PUBLIC RECORDS Proposals will become public record after the award of a contract unless the proposal or specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of any and all claims for damages caused by any release of the information. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. T. SUBCONTRACTORS Proposals in response to this RFP must identify any Subcontractors, and outline the contractual relationship between the Awarded Subcontractor and each Subcontractor. An official of each proposed Subcontractor must sign, and include as part of the proposal submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read and will agree to abide by the awarded Contractor's obligations. Any Subcontractor proposed after award of contract must be approved by the City before commencement of work. The City will look solely to the awarded Contractor for the performance of all contractual obligations which may result from an award based on this RFP, and the awarded Contractor shall not be relieved for the non-performance of any or all Subcontractors. XI. AWARD OF AGREEMENT Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful negotiation of final contract terms. A. EXECUTION OF AGREEMENT A standard agreement is included as Exhibit A — Sample Agreement of this RFP. "Proposer" will hereinafter be referred to as "Consultant" or "Contractor" in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documents and contents of the payment information packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 21 of 35 (9) CITY OF SANTA ANA XII. IMPLEMENTATION A. KICK-OFF MEETING A kick-off meeting will be held after award of contract. Contractor and its team will meet with City of Santa Ana staff to conduct introductions, discuss scope of services, and implementation process. B. NOTICE TO PROCEED Following the kick-off meeting, a formal Notice to Proceed (NTP) may be issued after the agreement is fully executed, and all insurance documents and contents of the Payment Information Packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 22 of 35 "I) CITY OF SANTA ANA EXHIBIT A SAMPLE AGREEMENT ❑HIS ❑ ❑R❑❑M❑❑ ❑ is made and entered into on tFis da❑of , 2020 b❑and bet ❑een FXonsultantEQ and t❑e Cit❑of Santa [Ina, a carter cit❑and municipal corporation orEhniC:d and eCistin❑under tCb Constitution and la❑s of t❑e State of California C❑CitCIID RECITALS ❑. On Cknuar❑ El� 2020, tCb Cit❑issued ReEbest for Proposal ❑o. 20-❑❑❑, b❑ ❑C3c❑it souFTt proposals from Ehalified firms to proEide in accordance []it[] B. B. Consultant submitted a responsiEk proposal tat ❑as selected b❑tCb Cit❑ Consultant represents tat Consultant is able and ❑illin❑to proCide suc❑serCices described in tCb scope of serCices tLk ❑as included in REP 11o.20-111111 C. In undertaC3n❑tEb performance of tEis ❑ CTeement, Consultant represents tat it is Eho❑ledCbable in its field and tat an[] serCices performed b❑ Consultant under tCis ❑C:teement []ill be performed in compliance El it ❑ suc ❑ standards as ma ❑ reasonabl ❑ be e ❑pected from a professional consultin ❑ firm in t Cl� field. NOW THEREFORE, in consideration of tCe mutual and respectiEb promises, and subject to tCb terms and conditions Cbreinafter set fort q t Cb parties a dee as follo ❑ s ❑ 1. SCOPE OF SERVICES Consultant sall perform t❑bse serC3ces as collectiCb1❑describe in ❑Obit ❑, t1b scope of serC3ces tCat []as included in RC4' ❑o. 20-❑ ❑ ❑, and ❑EEibit B, Consultant® proposal dated EEEUJ� 2020, bot❑ of ❑ Cic ❑ are attac Cbd and incorporated b []reference. 2. COMPENSATION a. Cit❑aCkees to paQ and Consultant aC:tees to accept as total padnent for its serCices tCb rates and carCbs identified in ❑EEibit B. ❑Cb total sum to be e❑pended under tJs ❑ C:teement sChill not e ❑ceed �durin❑tEe intial term of ttis 111:1eement. ❑ is amount is comprised of ❑❑tEb sum of and 12❑a 10❑ contin❑enc❑of up to for serEices as ma❑be performed b❑ Consultant at t❑e sole discretion of Cit❑ b. Pa Cinent b ❑ Cit ❑ s all be made ❑ it Can fort C:�fi Cb 145 ❑ da 13; follo Din ❑ receipt of proper in ❑nice eC3dencin❑ ❑or❑performed, subject to Cit❑accountin❑procedures. Paldnent need not be made for ❑or❑❑Ac❑fails to meet tCbstandards ofperformance set fort❑intEbRecitals ❑tic❑ma❑reasonabl❑ be e❑pected b❑Cit❑ RFP No. 20-124 Information Technology As -Needed Professional Services Page 23 of 35 (9) 3. TERM CITY OF SANTA ANA [Cis ❑ C:teement sall commence on [enter a Start Date or C3 Cb date first ❑ritten abo Cb mand terminate on EEEEEEEI-1 unless terminated earlier in accordance []it[] Section 14 belo❑. ❑Ce term of tEis ❑Ckeement ma❑ be e [tended for t ❑o additional E2 []one- Char periods upon a ❑ritin ❑ e Cecuted b ❑ t Lb Cit ❑ Mana Cbr and t Lb Cit ❑ ❑ttome ❑ 4. INDEPENDENT CONTRACTOR Consultant Sall, durin❑tEb entire term of tCls ❑ deement, be construed to be an independent contractor and not an emplo Cie of t Cb Cit ❑ El [is ❑ Ckeement is not intended nor s all it be construed to create an emplo ar- emplo Cbe relations Clp, a joint Cbnture relations lip, or to allo ❑ t Ce Cit ❑to e Cbrcise discretion or control o Cbr tLb professional manner in ❑C3c❑Consultant performs to serEices ❑C3c❑are to subject matter of tCls ❑deement❑ Cb ❑e Ckr, t a serCices to be pro Cided b ❑ Consultant sall be pro Clded in a manner consistent ❑it ❑ all applicable standards and relblations CbCbrnin❑suc❑serCices. Consultant Sall pa❑all salaries and ❑aCbs, emploCbr©social securit❑taCbs, unemploLment insurance and similar taLbs relatin❑to emploCbes and s1l ll be responsible for all applicable ❑it[Ibldin❑ta❑es. 5. OWNERSHIP OF MATERIALS El [is ❑ Ckeement creates a non-e Cblusi C� and perpetual license for Cit ❑ to cop q use, modifCJ reuse, or sublicense an ❑ and all cop Ili [Its, desi Ins, and of Cbr intellectual propert ❑ embodied in plans, specifications, studies, dra❑inE�, estimates, and ot[br documents or ❑orC§ of aut❑brsClp fiCbd in an❑tanC3ble medium of e❑ )ression, includin❑ but not limited to, pFF�ical dra❑ina or data maEheticall❑ or ot[br❑ise recorded on computer dis Cbttes, ❑ Clc ❑ are prepared or caused to be prepared b ❑ Consultant under t Cls ❑ Creement ®ocuments ❑ DataM Consultant sall relbire all subcontractors to aClee in ❑ritin❑tlat Cit❑is Granted a non- e CblusiCb and perpetual license for an❑Documents ❑ Data tEb subcontractor prepares under tCls ❑deement. Consultant represents and ❑arrants tEat Consultant as tlb le al ri[It to license an Iand all Documents ❑ Data. Consultant ma Cbs no suc ❑representation and ❑ arrant ❑ in re Card to Documents ❑ Data ❑ Cic ❑ ❑ere pro Cided to Consultant b ❑ t Ck Cit ❑ Cit ❑ s all not be limited in an ❑ ❑ a ❑ in its use of t 1b Documents and Data at an ❑ time, pro Eided tat an❑suc❑use not ❑itCln t1k purposes intended b❑tCls ❑ Cleement sall beat CitMI sole ris❑ 6. INSURANCE Prior to underta tin ❑ performance of ❑ or ❑ under t Cis ❑ C:feement, Consultant sall maintain and sall re Euire its subcontractors, if an CI to obtain and maintain insurance as described belo ❑ ❑ a. Commercial ❑eneral ❑iabilit❑Insurance. Consultant sall maintain commercial C�neral liabilit❑ insurance namin❑tlb CitQ its officers, emploE�es, a❑ents, Cblunteers and representatiCbs as additional insuredNL]and sall include, but not be limited to protection alitinst claims arisin❑ from bodil❑and personal injur1� includin❑deat❑resultin❑tCbrefrom and damaCb to propertq resultin❑from an❑act or occurrence arisin❑out of ConsultantCS operations in tEb performance of tCis ❑ Creement, including []it [:but limitation, acts inC:bl[in❑Lb licles. ❑Cb amounts of insurance s [all be not less tan t Cb follo ❑in lEgin Cle limit co Cora lb appl Gin ❑to bodil ❑ and personal injur q includin❑deat❑resultin❑t❑erefrom, and propert❑damalk, in t1b total amount of E1,000,000 per occurrence, ❑ it ❑ C2,000,000 in t Cb a CI:te Cute. Suc []insurances all Cd ❑name t Cb Cit Q its officers, emplo Cbes, a Cbnts, and representati Cbs as additional insured N CID 1 ❑ be primar ❑ and not contributor ❑❑it❑respect to insurance or self-insurance pro Clams maintained b❑tCb CitlInd Ci�❑ contain standard separation of insureds pro Clsions. RFP No. 20-124 Information Technology As -Needed Professional Services Page 24 of 35 "I) CITY OF SANTA ANA b. Business automobile liabilit❑insurance, or eEhiEldent form, ❑it❑a combined sinlle limit of not less t11n L4,000,000 per occurrence. Suc❑insurance sEall include coCbraEb for o❑ned, Cired and non-o ❑ned automobiles. C. ❑ or[erC�i Compensation Insurance. In accordance ❑it❑tEb proElsions of Section 3m0 of tEb [labor Code, Consultant, if Consultant Cas an❑ emploEees, is reEuired to be insured aEainst liabilit❑ for ❑orEerls compensation or to undertaLb self-insurance. Prior to commencin❑ tEe performance of tE� ❑or❑under tC3s 111feement, Consultant aEkees to obtain and maintain an❑ emploEbr[s liabilit❑insurance ❑it❑limits not less tE n EA,000,000 per accident. d. If Consultant is or emploE§ a licensed professional suc❑as an arcAtect or en Cineera'rofessional liabilit❑ @rrors and omissions[] insurance, ❑it❑ a combined sinde limit of not less tEan ❑1,000,000 per claim ❑it❑ E2,000,000 in tE� aEl:keEate. e. ❑ Cb follo Din [Ire Euirements appl ❑to t Cb insurance to be pro Cided b ❑ Consultant pursuant to t Cis section ❑ i. Consultant s Ca11 maintain all insurance re Ellired abo E� in full force and effect for tE� entire period coEbred b [It [is ❑ Ci7eement. ii. Certificates of insurance s Ehll be furnis Ced to t Cb Cit ❑upon e Cbcution of t As ❑ lieement and s Eall be appro Ckd b ❑ t ❑e Cit ❑ iii. Certificates and policies sEall state tEat tCe policies sE01 not be canceled or reduced in co Cora Cb or c [An Cbd in an ❑ of Cer material aspect ❑it ❑out t Cirt❑ [30 ❑da Cs prior ❑ritten notice to tCb Cit [I i ❑ ❑ Cbre t ❑e amounts or co ❑era Cb pro C3ded b ❑ t Cb certificates of insurance pro C3des co Cora Cb Cfeater t E n t Ebse listed b ❑ t Cis ❑ Cteement, t lb amounts pro frded b ❑ t Lb certificates of insurance s 1hlI be incorporated b ❑reference into t Cb ❑ 11eement. ❑ Consultant sEhll suppl❑Cit ❑ ❑it❑a full ❑eacuted additional insured endorsement. f. If Consultant fails or refuses to produce or maintain t Cb insurance re lbired b ❑t Cis section or fails or refuses to furnis❑tEb Cit❑ ❑it❑reEhired proof tEitt insurance as been procured and is in force and paid for, t ❑e Cit ❑ s EhlI La Cb t ❑e ri EEt, at t ❑e Cit EU� election, to fort mit ❑ terminate t C3s ❑ Cfeement. Suc ❑ termination s Ehll not affect Consultant ® ri Elt to be paid for its time and materials e 4ended prior to notification of termination. Consultant ❑ai ❑es t Cb ri E:Et to recei Eb compensation and a[Tees to indemnif❑t❑e Cit ❑for an ❑or❑performed prior to approChl of insurance b ❑t Cb Cit ❑ 7. INDEMNIFICATION Consultant aC:tees to defend, and sEall indemnif❑ and ❑bld Earmless tCb Citq its officers, aEbnts, emploEbes, contractors, special counsel, and representatiEks from liability ❑for personal injurEl dama[bs, just compensation, restitution, judicial or eEhitable relief arisin❑out of claims for personal injurEJ includin❑deatEJ and claims for propert❑ damaEb, ❑ C:ic ❑ ma ❑ arise from t Cb ne ❑i Cbnt operations of t Cb Consultant, its subcontractors, aCbnts, emplolkes, or ot[br persons actin❑on its beEalf ❑ C3c❑relates to tCb serEices described in section 1 of t Cls ❑ Ckeement Chnd 12 ❑from an El claim t Cat personal injur EJ damaCbs, just compensation, restitution, judicial ore[ bitable relief is due b ❑reason of tCb terms of or effects arisin❑from ttis ❑ Cteement. ❑tis indemnit❑ and ❑bld 11irmless aEteement applies to all claims for damaCbs, just compensation, restitution, judicial or e❑xitable relief suffered, or alleEbd to Eh lb been suffered, b❑reason of t❑e e❑ents referred to in tEis Section or b❑reason of tE� terms of, or effects, arisin❑ from tAs ❑Cteement. ❑E� Consultant furtCbr aEtees to indemnifli Cold Earmless, and pa❑all costs for tE� defense of tE� Citq includin❑fees and costs for special counsel to be selected b ❑ t Cb Cit E; re Cardin ❑ an ❑ action b ❑ a t Eird part ❑ c Callen Ein ❑ t Cb C lidit ❑ of t C3s ❑ Ckeement, or assertin ❑ t Eht personal injury damaCbs, just compensation, restitution, judicial or eEbitable relief due to personal or propert❑ RFP No. 20-124 Information Technology As -Needed Professional Services Page 25 of 35 (9) CITY OF SANTA ANA riffs arises b❑reason of tEb terms of, or effects arisin❑from tEis ❑Ckeement. Cit❑ma❑maEb all reasonable decisions ❑it❑respect to its representation in an❑leCh1 proceedin❑ 8. RECORDS Consultant sLkII Cbep records and inC:bices in connection []it[] tCe []or[] to be performed under tC3s ❑ Ckeement. Consultant s Ch11 maintain complete and accurate records ❑it❑respect to tEb costs incurred under tFis ❑ lieement and an❑serEices, eCpenditures, and disbursements c11trLbd to tEb Cit❑for a minimum period of tCA7ee 3 ❑ Gars, or for an ❑ Ion Cer period re Luired b ❑ la ❑, from t Cb date of final pa Ement to Consultant under t As ❑ Ckeement. ❑11 suc ❑ records and in ❑bices s Ca11 be clearl ❑ identifiable. Consultant s EhII allo ❑ a representati a of t1b Cit❑to eamine, audit, and mace transcripts or copies of suc❑records and an❑otE& documents created pursuant to tEis ❑CA7eement durin❑reEiilar business Lours. Consultant sEhII allo❑ inspection of all ❑orEj data, documents, proceedin❑s, and actiC3ties related to tEis ❑lieement for a period oftEkee BEGars from tE� date of final paEment to Consultant under tC3s ❑ Ckeement. 9. CONFIDENTIALITY If Consultant recei Cbs from tEb Cit ❑information ❑ Eic []due to t Cb nature of suc ❑information is reasonabl ❑ understood to be confidential andCbr proprietarq Consultant altees tC:ht it slall not use or disclose suc❑ information eE�ept in t[b performance of tEis ❑ Ckeement, and furtE& aC17ees to eE&cise t❑e same deEkee of care it uses to protect its o ❑n information of li ❑e importance, but in no e Cent less t E n reasonable care. CConfidential Information ❑ s 1hlI include all nonpublic information. Confidential information includes not onl ❑ ❑ritten information, but also information transferred orall Q Clsuall q electronicall Q or b ❑ of Cyr means. Confidential information disclosed to eitCbr part❑ b❑ an[] subsidiar❑ andCbr aLbnt of t❑e otEbr part❑ is co❑ered b❑ tEis ❑ C:teement. ❑ 1b fore Chin ❑ obli C�ations of non-use and nondisclosure s 1�h11 not appl []to an ❑ information t Chit Id ❑ Cris been disclosed in publicl❑alailable sourcesE[b❑is, tC:toumno fault of tLb Consultant disclosed in a publicl❑ aEhilable source❑lEis in ri[Itful possession of t❑e Consultant ❑itCbut an obliEhtion of confidentialitmCd❑is reEhired to be disclosed b❑ operation of la❑❑or C�❑is independendE de ❑eloped b❑ tE� Consultant ❑it❑but reference to information disclosed b❑tLb Cit❑ 10. CONFLICT OF INTEREST CLAUSE Consultant co Cbnants tat it presentl ❑ [as no interests and s lall not E3 Lb interests, direct or indirect, ❑ C3c❑ ❑ould conflict in an❑manner ❑it❑performance of serEices specified under tEis ❑ 117eement. 11. NOTICE ❑n❑notice, tender, demand, delilkrq or ot[br communication pursuant to tEis ❑11eement Sall be in ❑ritin ❑ and s Gill be deemed to be properl ❑ ti Con if deli Cored in person or mailed b ❑ first class or certified mail, postalk prepaid, or sent b❑fa❑or otCbr teleliapC3c communication in tEb manner proC3ded intEis Section, to t1k follo ❑in❑persons ❑ ❑o Cit CD Cler❑of tit Cit❑Council Cit❑of Santa [Ina 20 CiC3c Center Pla Eh EM-30❑ P.O. Bo❑1988 Santa [Ina, C❑ 92CD2-1988 C1 CID14- 64 C:�6956 RFP No. 20-124 Information Technology As -Needed Professional Services Page 26 of 35 (9) ❑ it❑courtes❑copies to❑ CITY OF SANTA ANA ac ❑ Ciulla C Cief ❑ec Eholo EllInno Cations Officer Information ❑ec Eholo mDepartment Cit❑of Santa ❑na 20 Ci Cic Center Pla a IM-CID P.O. Boll 1988 Santa ❑na, California 92 m2 ❑o Consultant ❑ ❑first ❑ ❑ast ❑ame ❑itle Consultant ❑'irm ❑ame ❑ddress Cit Cj State, ❑ip Cit ❑ ❑ttorne ® Office Cit❑of Santa [Ina 20 CiEic Center P1aEa P.O. Bo❑1988 Santa [Ina, C ❑ 92 CD2 ❑ part ❑ ma ❑ c Can Ck its address b ❑ C3 C3n ❑ notice in ❑ritin ❑ to tEb of Cyr part ❑ ❑Cbreafter, an ❑ communication s E01 be addressed and transmitted to t Cb ne ❑ address. If sent b ❑ mail, communication s Ehll be effecti Cb or deemed to EhEb been CiCen t[lee [3[Ida E� after it Cas been deposited in tE� ❑nited States mail, dul❑reCistered or certified, ❑it❑postaEk prepaid, and addressed as set fort❑abo❑e. If sent b❑faq communication sE 11 be effectiE� or deemed to Ca lb been C3 Cbn t ❑ent C:four E24 ❑❑burs after t❑e time set fort ❑ on t Cb transmission report issued b ❑ tEb transmittin❑facsimile macCine, addressed asset fort ❑aboEb. Cbr purposes of calculatin❑tCese time frames, [lee Ebnds, federal, state, Count []or Cit ❑ Cblida E� s 1:01 bee ❑cluded. 12. EXCLUSIVITY AND AMENDMENT ❑Cis ❑ Ckeement represents tEb complete and eEblusi❑e statement bet ❑een tCb Cit ❑and Consultant, and supersedes an❑and all otEbr aCkeements, oral or ❑ritten, bet❑een tEb parties. In tEb e❑ent of a conflict bet❑een t Ce terms of t Cis ❑ Ci7eement and an ❑ attac C3nents Cbreto, tEb terms of t tis ❑ C:teement s Ca11 pre Coil. ❑ tis ❑ Ci7eement ma ❑ not be modified e Cbept b ❑ ❑ritten instrument si Ehed b ❑ t Cb Cit ❑ and b ❑ an aut ❑bri Ced representatia of Consultant. ❑Cb parties aCkee tCat an❑terms or conditions of an❑purc❑ase order or otar instrument tEht are inconsistent ❑itq or in addition to, tEb terms and conditions Cbreof, s[All not bind or obliEW Consultant or t Cb Cit ❑ ❑ac ❑ part ❑ to t [is ❑ Cfeement ac Eno [led Cbs t Cat no representations, inducements, promises or aCkeements, orall❑or ot❑er❑ise, as been made b❑an❑partq or an❑bne actin❑on beChlf of an❑ partq ❑C3c❑is not embodied arein. 13. ASSIGNMENT Inasmuc ❑ as t Cis ❑ C:teement is intended to secure t 1b speciali Cbd ser aces of Consultant, Consultant ma ❑ not assi Eh, transfer, deleI:hte, or subcontract an❑interest Cbrein ❑it ❑but tEb prior ❑ritten consent of tEb Cit ❑and an❑ suc❑ assiEhment, transfer, deleE tion or subcontract ❑it❑but tEb CitEl prior ❑ritten consent Sall be considered null and Cbid. ❑otAn❑in tEis ❑C:teement stall be construed to limit tCb Cit[A abilit❑to Calf an❑of RFP No. 20-124 Information Technology As -Needed Professional Services Page 27 of 35 (9) CITY OF SANTA ANA tEb serCices ❑ Cic❑are tEb subject totEis ❑ Creement performed b❑Cit❑personnel orb❑otCbr consultants retained b❑Cit ❑ 14. TERMINATION ❑ Cis ❑ Ci7eement ma ❑ be terminated b ❑ t lb Cit ❑ upon t Cirt ❑ C30 [Ida C:� ❑ritten notice of termination. In suc ❑eC1;nt, Consultant sC-a11 be entitled to receiEb and tC-b Cit ❑s1 11 pa❑Consultant compensation for all serCices performed b❑Consultant prior to receipt of suc ❑notice of termination, subject to tEb folio❑in❑conditions ❑ a. ❑s a condition of suc ❑paC:nent, t❑e ❑CbcutiLb Director ma❑reEuire Consultant to deliCbr to tE� Cit❑all ❑or❑productC�Cxompleted as of suc❑date, and in suc❑case suc❑ ❑or❑product b. sCall be tCb propert❑of tCk Cit ❑unless proCibited b❑la❑, and Consultant consents to tCb CitCDuse t❑ereof for suc❑purposes as tEb Cit❑deems appropriate. Pal ment need not be made for ❑or❑ ❑Cic❑ fails to meet tE� standard of performance specified in t[b Recitals of tCis ❑ Ckeement. 15. NONDISCRIMINATION Consultant s Ca11 not discriminate because of race, color, creed, reli Cion, sell marital status, se Enal orientation, aCb, national oriCin, ancestrq or disabilitq as defined and proCibited b❑ applicable la❑, in tEb recruitment, selection, trainin q utili Cktion, promotion, termination or otCbr emplo Cinent related acti Cities. Consultant affirms t Cat it is an e Ehal opportunit ❑emplo Cbr and s Ca11 compl ❑ ❑it ❑all applicable federal, state and local la [Is and reC3xlations. 16. JURISDICTION - VENUE ❑Cis ❑ C:teement Cas been e Cbcuted and deli Cored in tCb State of California and tEb [,Hidit q interpretation, performance, and enforcement of an❑of tE� clauses of tCis ❑ 117eement sEhll be determined and EbEbmed b❑tCb la❑s of tCb State of California. Bot❑parties furtCbr aC17ee tEat OranCb Count California, Sall be tEb Cbnue for an❑action or proceedin❑tl t ma❑be brouLEt or arise out of, in connection ❑it❑or b❑reason of t A s ❑ 11eement. 17. PROFESSIONAL LICENSES Consultant sl ll, tliouCIbut tEb term of tCis ❑C:teement, maintain all necessar❑ licenses, permits, approCals, ❑ai❑ers, and eCbmptions necessar❑for tEb proCision of tEb serCices Cbreunder and reEhired b❑tCb la❑s and relblations of t❑e ❑nited States, tCb State of California, tEb Cit❑of Santa ❑na and allotCbr [:Kbrnmental a Conies. Consultant s Ca11 notif ❑ t Lb Cit ❑ immediatel ❑ and in ❑ritin ❑ of its inabilit ❑ to obtain or maintain suc ❑ permits, licenses, appro Gals, ❑ai Cbrs, and e Cbmptions. Said inabilit ❑ s Ca11 be cause for termination of t Cis ❑ Ckeement. 18. MISCELLANEOUS PROVISIONS a. ❑ac ❑undersi Cried represents and ❑ arrants t Cat its si Lhature L rein belo ❑ E s tEb po ❑ er, aut Cbrit ❑ and HER to bind t Ceir respecti Cb parties to eac ❑ of t Ce terms of t Cis ❑ Cteement, and s Ehll indemnif❑Cit❑full q includin❑reasonable costs and attomeCli fees, for an❑injuries or dama❑es to Cit ❑ in t Lb e Cbnt t Cht suc ❑ aut Cbrit ❑ or po ❑er is not, in fact, Cold b ❑ t Cb si Ehator ❑ or is ❑it ❑dra ❑n. RFP No. 20-124 Information Technology As -Needed Professional Services Page 28 of 35 "I) CITY OF SANTA ANA b. 1111 ❑bits referenced Cbrein and attacEed Cereto sF-MI be incorporated as if full❑set fort❑in tCb bod❑of tEis ❑ Ci7eement. I ❑ 1111111 ❑S S ❑ H ❑R ❑O q t E� parties ❑ereto Ea Cb e Cbcuted t Cis ❑ Cfeement t Ce date and Lear first abo Cb ❑ritten. ATTEST: Dais ❑ ❑ome ❑ Cler❑of t❑e Council APPROVED AS TO FORM❑ SO❑I❑ R. C❑R❑❑❑HO Cit ❑ ❑ttorne ❑ ❑ssistant Cit❑ ❑ttorne❑ R❑COMM❑❑D® []DR ❑PPRO❑❑❑❑ ac ❑ Ciulla C Cief ❑ec Eholo mInno [,�tions Officer Information ❑ec Eholo mDepartment CITY OF SANTA ANA ❑ristine RidEb Cit ❑ Mana lbr CONSULTANT: Game❑ [title ❑ ❑a❑ID❑ SAMPLE ONLY RFP No. 20-124 Information Technology As -Needed Professional Services Page 29 of 35 (9) CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Contact Individual: Address: Phone Number: Contract Amount: Description of supplies, equipment, or services provided: Reference Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 (9) CITY OF SANTA ANA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Signed and Printed Name: Title Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 (9) CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California, County of Subscribed and sworn to (or affirmed) before me on this day of , 20 , by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of 35 (9) CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 33 of 35 (9) CITY OF SANTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 Information Technology As -Needed Professional Services Page 34 of 35 (9) CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 35 of 35 EXHIBIT C REQUEST FOR PROPOSAL NO. 20-124 ADDENDUM #1 MAYOR Miguel A. Pulido MAYOR PRO TEM Juan Villegas COUNCILMEMBERS Phil Bacerra Nelida Mendoza David Penaloza Vicente Sarmiento Jose Solorio CITY MANAGER Kristine Ridge CITY ATTORNEY Sonia R. Carvalho CLERK OF THE COUNCIL Daisy Gomez CITY OF SANTA ANA FINANCE AND MANAGEMENT SERVICES AGENCY 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 714-647-5468 www.santa-ana.org INFORMATION TECHNOLOGY AS -NEEDED PROFESSIONAL SERVICES RFP 20-124 ADDENDUM NO. 1 November 4, 2020 Notice is hereby given that where applicable; the City of Santa Ana Information Technology Department has made certain modifications, additions, and/or deletions, in the specifications to RFP 20-124, or reference is made in this Addendum No. 1. REVISED SECTION III.A.9., GENERAL REQUIREMENTS Bidder shall disregard the language found in this section and replace with the following: "In order to maintain compatibility and security concerns, the City will provide IT Service Provider's staff with a computer to use for City work. IT Service Provider is responsible providing their personnel with all other equipment and office supplies necessary for their staff to perform their duties, including a cell phone. Any equipment assigned to IT Service Provider staff will need to be returned at the end of the staff member's assignment." ALL OTHER TERMS, CONDITIONS, AND SPECIFICATIONS REMAIN UNCHANGED. END OF ADDENDUM NO. 1 PROFESSIONAL SERVICES AGREEMENT FOR INFORMATION TECHNOLOGY AS NEEDED PROFESSIONAL SERVICES CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 2nd day of February, 2021, by and between Infojini, Inc., ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RF.f TTAT,C A. On October 26, 2020, the City issued Request for Proposal No. 20-124, attached hereto as Exhibit B, by which it sought proposals from qualified firms to provide Information Technology (IT) as -needed professional services, including a broad range of IT support, maintenance and new project consulting for its various departments. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that Consultant is able and willing to provide such services described in the scope of services that was included in Request for Proposal No. 20-124 and Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an as -needed basis, and at the sole discretion of City, Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Consultant's Proposal attached hereto as Exhibit A. When the need for services arise, City may initiate services through use of a letter agreement, executed by the Chief Technology Innovations Officer and the Consultant. Consultant shall be responsible for providing all requested services pursuant to the terms and requirements found in Request for Proposal No. 20-124, attached hereto as Exhibit B, as well as Request for Proposal No. 20-124 Addendum #1, attached hereto as Exhibit C. Specifically, Consultant must comply with the general requirements found in Section III.A of Request for Proposal No. 20-124, as amended by Request for Proposal No. 20-124 Addendum #1. If there are any conflicts between the terms or requirements in the applicable documents referenced herein, the order of precedence shall be as follows: this Agreement; Consultant's Proposal; Request for Proposal No. 20-124 Addendum #1; and, Request for Proposal No. 20-124. Page 1 of 10 2. COMPENSATION a. The total sum to be expended under this Agreement shall not exceed Three Million Dollars ($3,000,000) annually, for a potential not to exceed amount of Eighteen Million Dollars ($18,000,000) during the term of the Agreement if all extensions are utilized, aggregated among all IT as -needed professional services providers. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on February 2, 2021, and terminate on February 1, 2025, unless terminated earlier in accordance with Section 15 below. The term of this Agreement may be extended for one (1) additional two (2) year period upon a writing executed by the City Manager and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Page 2 of 10 Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance Page 3 of 10 provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Page 4 of 10 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 5 of 10 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Jack Ciulla Chief Technology Innovations Officer Information Technology Department City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 To Consultant: First & Last Name Title Consultant Firm Name Address City, State, Zip Fax: City Attorney's Office City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, CA 92702 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in Page 6 of 10 addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 10 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. {Signatures on following page) Page 8 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: Ryan O. dg Assistant ity Attorney RECOMMENDED FOR APPROVAL: Jack Ciulla Chief Technology Innovations Officer Information Technology Department CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: (name) (title) Tax ID# Page 9 of 10 EXHIBIT A CONSULTANT'S PROPOSAL PROFESSIONAL SERVICES w • w� Infojini Inc. Proposal oposal e Date: Nov 24, 2020 by 4 PM i #L Submitted by: Infojini Inc. Address: 10015, Old Columbia Road, Suite B215, Columbia, MD 21046 Branch: 811 Wilshire Boulevard, 17th Floor, Los Angeles, CA 90017 Contact: Sandeep Harjani Phone: 443-257-0086 Email: statebidskinfojiniconsulting com Submitted To: Jack Ciulla Chief Technology Innovations Officer City of Santa Ana Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 RFP NO. 20-124 CNFOJINI Information Technology As -Needed Professional Services 1. Cover Letter............................................................................................................................................3 2. Agreement Statement............................................................................................................................. 4 3. Firm and Team Experience....................................................................................................................5 4. Supplemental Questions....................................................................................................................... 23 5. Cost Proposal.........................................................................................................................................68 6. Certifications (ATTACHMENTS)......................................................................................................70 1.1 • Attachment A: References........................................................................................... 70 1.2 • Attachment B: Proposer's Statement......................................................................... 70 1.3 • Attachment C: Non -Collusion Affidavit.................................................................... 70 1.4 • Attachment D: Non -Lobbying Certification.............................................................. 70 1.5 • Attachment E: Non -Discrimination Certification..................................................... 70 7. References..............................................................................................................................................77 8. Evidence of Financial Capacity...........................................................................................................78 9. Insurance............................................................................................................................................... 86 Figure1- Success Factors............................................................................................................. 3 Figure 2- Dedicated Account Management................................................................................ 6 Figure 3- Overall Capabilities.................................................................................................... 31 Figure 4- School Partnerships.................................................................................................... 33 Figure5- Awards......................................................................................................................... 35 Figure 6- Unique Qualifications................................................................................................ 55 Figure 7- Screening process....................................................................................................... 56 Figure 8- Recruitment Process.................................................................................................. 61 Figure 9- SenseHQ Screenshot.................................................................................................. 63 Infojini Inc. Response Microsoft' �'t-a•cri r ro i i 7, Partner Mb partner 2 RFP NO. 20-124 CIVIJINJ Information Technology As -Needed Professional Services .:rr� ��........... Attn: Jack Ciulla, Due Date: November 17', 2020 Chief Technology Innovations Officer City of Santa Ana Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 Subject: Proposal Response to Solicitation Number 20-124- Information Technology As -Needed Professional Services issued by the City of Santa Ana. The City of Santa Ana is looking for qualified firms that can provide a broad range of Information Technology (IT) support, maintenance, and new project consulting for its various departments. The highly critical applications, diverse technologies, and large infrastructure underscore the importance of choosing a reliable contractor that will recruit qualified, cost-effective professionals to fulfil the City's vision. Infojini is a certified M/S/DBE firm incorporated in the State of Maryland with regional offices in San Francisco, Los Angeles, Orange County and San Diego, California. We i n t e n d t o l e v experience in providing Information Technology Professional Services similar to the scope of work of this RFP across various Government clients in California. In order to provide stellar performance per C i t 1�17P, Infojini, Inc (Infojini) brings five key success :)mponents, shown in Figure below: Single paint of rantac for Strong expertise in pro'Ming IT has pw&nt eommunicatiais wilts Lbe Pr4fr.asirn l services an dozens of City kon"gate risk and ensue {/ government contracts inchiding successful delivG of Projeres I Staffing and Project Management � t Nrodild 4 Financially stable, tow risk on D&B report, grrnt P4y4rr f +, . 4QQQQ+ prescroes3¢d Sc ore. moors rerssiuncnt 1 candidate pool for positions contracts to prozde qualified to sinalar to thds RE T' candidates in shortest tMTWQund time 14+ye-ars of recrutrment and Project Managemerst experieme iu Calffomia iuchidiug Superior Court of Califbrmia, County of Placer, Los Angeles County 0ific.e of 8dscatim County of Sacramento, Ca1PERS, C'alif`omia State U&ersity, County of San _Mateo, The County of.Vresno, Santa Clara County, City of $erkeley, The Port o#Long $each, etc. Figure 1- Success Factors Being an existing Staffing vendor for the State of California and other public sector clients in Southern California, Extensive Public Sector experience, Local Office, Local Dedicated Account Management team, and Access to local candidates of Santa Ana makes us the lowest risk, best value vendor that will enable smooth transition and functioning of the legacy and new systems. If you have any questions regarding the r e s p o n s e or ne e d mor e i of or mat i on, pl e as e d Sincerely, Sandeep Harjani, President- Infojini, Inc. r a g e o n ' t Infojini Inc. Response r icrosoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CIANI Information Technology As -Needed Professional Services .:,�-. .. • . • . Proposal shall include a statement outlining your concurrence or concerns with any and RFP or with the General Requirements section (III.A). RFP or with the General Requirements section (III.A). Infojini accepts the general requirements mentioned in the RFP without any exception. Infojini Inc. Response 4 Microsoft' MD�'t-a•crir roi i7, Partner partner RFP NO. 20-124 CNFOJINI Information Technology As -Needed Professional Services i. A general description of the firm, including size, number of employees, number of staff' 'placed at client organizations, and any past or contemplated changes in ownership. Infojini Inc. is a full -service consulting firm focused on end to end project success through requirements definition, planning and design, implementation, support, and training. We are partnered with Microsoft and specialize in Information Technology Professional Services. Our staff includes multiple Microsoft Certified Masters and Candidates, SharePoint MVPs, Certified Trainers and Senior Architects and Developers who are all certified. Infojini has provided value-added services to several California based clients over the past 14 years. Infojini is a certified Minority Business Enterprise and a leading IT Services firm. Infojini is a trusted Professional Services partner and brings the capability of 14+ years of serving to commercial enterprise business firm(s) as well as serving several governmental agencies including (Local, State) of all levels (Citywide, Countywide and State-wide) according to their business expansion plans, improvement needs to achieve their business objectives linked with staffing projects. Infojini has a healthy business relationship with more than 25 states all across the USA and is currently holding more than 150 IT services contracts. Infojini specializes in delivering qualified talent across diverse skill sets for .NET -C#, VB.NET, PHP, MS SQL, Oracle, Laserfiche, Java, Lawson, Win OS, VMware, HP SAN , Cisco, Database Management, and has been adding value with our streamlined processes to reduce the Staffing Delivery Time, Bulk hiring, Performance metric & measurement, Reduce and control operating cost o our c u s t omer s ' r trusted staffing partner for their short-term: long-term Strengths: 150+ dedicated recruiters with a specialized industry focus. Access to 2 Million+ Resumes in our internal database of BullHorn and Jobdiva Database of 90, 000+ Prescreened Candidates. Strong presence as an IT services provider all over the nation including State of California. of Credit for $1,500,000 from Bank of •ica (ML) projects; contract to hire and direct hire arrangements that Infojini serves nation-wide. The following table illustrates the I n f o j i n i' s h i g h l fi g h t s. Company Name Infojini, Inc. Organizational Structure S-Corporation Date of Incorporation June 22, 2006 Name of Principal Title Mr. Sandeep Harjani President Fed ID Duns ID D&B Rating 20-4624920 828981899 96/100 Phone Fax 443-257-0086 443-283-4249 Consultants placed with Clients 350+ Address - Headquarter 10015, Old Columbia Road, Suite B215, Columbia, MD 21046 v e s Infojini Inc. Response Microsatt JIM partner partner 5 RFP NO. 20-124 CIJ I1 Information Technology As -Needed Professional Services-.. Internal Employees 250+ Employees Revenue 2019 Over $31 Million Merger and/or Acquisition None Infojini proposes highly qualified and experienced consultants and contractors to offer the City the required Professional services from our staff of senior professionals or a bench of consultants to fulfill the requirements of service categories that we intend to bid on. Getting the right consultants with the right experience and capability without long term contractual commitments can make all the difference in your success and business operations. ii. Name and contact information of the supervising Engagement and/or Resource Manager to be assigned to the engagement. Infojini Inc. Response: Infojini will assign the following Key personnel: Name Savneet Kaur Title Account Manager (Supervisory Engagement Manager) Email Statebids@infojiniconsulting.com Phone 408-663-0961 Name Kajal Joshi Title Recruitment Manager (Resource Manager) Email Statebids@infojiniconsulting.com Phone 443-889-2295 iii. Resumes for the Engagement and/or Resource Manager(s) assigned to the engagement. Figure 2- Dedicated Account Management Infojini Inc. Response M ICfUSt��l Partner ix�t-a•crir�roi,7, partner 3 RFP NO. 20-124 CONAFJINJ InformationTechnology As -Needed Professional Services-. Name Of Individual Savneet Kaur Company Name Infojini Inc. Current Position/Title Within Infojini, Inc., CA Company / Y e a r Aug 2019 -Present Current Position: Account/Project Manager Years Employed By Proposer: 1+ Years Previous Position(S)/Title(S) Company Name: Infojini, Inc. With Proposer And/or Other Title: Account Manager Company(ies) / Company Name / Years of Experience: Aug2019 -present 1+ Years Ye a r s Ex p e r i e i Company Name: IDC Technologies Position: Title: Account Manager Years of Experience: Feb 2018 —July 2019 1+ ears Company Name: Enterprise Solutions Inc. Title: Account Manager Years of Experience: June 2008 —Jan 2018 9+ Year Company Name: DGN Technologies Title: Talent Acquisition Specialist Years of Experience: Aug 2006 — May 2008 (1+ year) Total Professional Experience (In 12+ years Years Proposed Position For This Account Manager Project: Percentage Of Time Available 100% For This Project Relevant Work Experience In The Role: Account Manager Past 10 Years: Name of Employer: Infojini, Inc, IDC and ESI Date of Project: Aug 2009 - present Responsibilities: • Engage in the processing and managing of accounts involving IT services and solutions of enterprise networks and infrastructure, data security technologies, applications and customized software products. • Help with government agencies technology solutions and services, respond to RFPs and develop penetration and growth plans. • Manage government sector clients for their staffing and Project Management needs • Define appropriate sales tactics and forecasting, build and plan relationships with vendors and distributors. • Apply dynamic leadership talents toward training, coaching and managing sales associates. • Actively attend tradeshows and job fairs to establish and expand network of candidates and clients. • Manage Fortune 500 clients • Develop and maintain strategic relationships with clients and the management to fulfill client expectations and increase revenue • Interact daily with project managers, resource managers, and procurement Summary Qualifications: Infojini Inc. Response partner I partner RFP NO. 20-124 CIJ I1 InformationTechnology As -Needed Professional Services. . . • 12+ Years of Client Management and Business Development experience directing/supervising large contract vehicles of the State, Local, Federal and Private Sector. • Extensive experience providing account management for large contracts with various state and local agencies such as State of California, State of Washington, State of Oregon, State of North Dakota, State of Colorado, State of Nevada, etc. for their staffing needs. • Excellent technical and interpersonal skills Education/Degree • Masters in English — 2006 • Bachelors in English and Education - 2004 Name of Individual Ka'al Joshi Company Name Infojini, Inc. Current Position/Title Within Infojini, Inc. Company / Y e a r Apr 2007 to Present (13+ years) Current Position: Talent Acquisition/ Recruitment Manager Years employed by Proposer: Infojini Inc. PREVIOUS Company Name: Infojini, Inc. POSITION(S)/TITLE(S) WITH Title: Recruiting Manager PROPOSER AND/OR OTHER Years of Experience: Apr 2007 to Present 13+ Years COMPANY(IES) / COMPANY Company Name: Lockheed Martin Corporation NAME / YEARS EXPERIENCE Title: Team Lead Recruiter/Recruitment Manager IN EACH POSITION: Years of Experience: May 2004 to Feb 2007 3 ears Company Name: Optimization Consulting, Inc. Title: Technical Recruiter/Lead Years of Experience: Jun 2002 to Mar 2004 (2 years) Total Professional Experience (in 18+ Years ears Proposed Position for thisproject: Recruitment Manager Percentage of Time Available for 100% this Project RELEVANT WORK Name of Client: Infojini, Inc. EXPERIENCE IN THE PAST 10 Date of Project: Apr 2007 to Present (13+ Years) YEARS: Role: Recruiting Manager Responsibilities: • Manages full cycle recruiting efforts, performs project executions, and consults with executive management, Creates, designs, and implements innovative recruiting strategies in alignment with the organizational vision, mission, values, and goals. • Leads internal and external talent acquisition activities including c a n d i d a t e s o u r c i n g z1gemantsot ontges recruitment processes. • Full lifecycle recruitment and administrative responsibility starting with creation of requisition and ending with onboarding of selected candidate (create/modify job description, build and execute sourcing strategy, preliminary interviews, reference Infojini Inc. Response Microsoft partner Partner RFP NO. 20-124 CMIJINJ Information Technology As -Needed Professional Services .. �. . checks, schedule interviews, negotiation of salary/offers, consult with candidate through start date/onboarding) • Develop and maintain pipelines to top-notch IT and non IT professionals by building and maintaining candidate relationship which contributes to decreasing time to fill. • Work daily to identify top accounts, target skill sets and industry experience relevant for the office; to evaluate clients' current and future staffing requirements Summary Qualifications: Recruitment Manager, with over 10 years of experience with full cycle technical recruiting involving a variety of clearance levels; Public trust /ADP, Q, Secret/Top Secret, - SCl/Poly/SSBI etc. Internet Data Mining using Boolean search techniques. Excellent knowledge of Internet -based recruiting tools (Monster, DICE, and CareerBuilder etc.) Used a wide variety of applicant tracking systems. Strong candidate networking experience, exceptional people skills, established interviewing skills, strong communication skills, demonstrated understanding of information technology industry, Retains client and corporate confidentiality, exercises sound judgment, detail -oriented and articulate. Proven professional networking using online social media (Linkedln, Twitter, Facebook, blog sites), Interfaces effectively with customers, co- workers, and executive management. Proven record of accomplishment in developing, implementing and championing creative *out of the box* recruiting strategies. Manage accounts such as State of North Carolina, State of Maryland, State of Texas, State of Illinois, State of Ohio, Baltimore Metropolitan Council, Rural Health Network of South -Central New York (RHNSCNY), Louisville water company, City of Berkeley, City of San Juan Capistrano, City of Minneapolis, City of Chesapeake, City of San Antonio, Ca1STRS, State of Missouri for their Temporary staffing needs. Core Competencies • Reduction of recruiting costs • Decreased time to fill • I m p r o v e d qual i t y of c a n d i d • Improving Hiring Response Time • Quantify Performance Metrics • Risk Management Education/Degree Bachelor of Engineering in Computer Science, Mumbai University iv. A description of the firm's experience in providing similar services to those requested in this RFP with emphasys on other public -sector agencies. Infojini has more than 8 years providing various IT Professional Services to the clients based in the State of California. We have placed more than 200 resources similar to those as mentioned in the RFP. The table below depicts our strong experience in providing IT Professional Services in the California region: Infojini Inc. Response xt-a.crir ror4}Z 9 Microsoft partner artner RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services Client Name Resources Provided North County Transit District Net Developer, Systems Analyst, Project Lead, Cybersecurity Analyst Superior Court of CA, County of Imperial, and Programmer, Desktop Support Specialist, Desktop County of Los Angeles Support Lead City of Anaheim Architect, Business Intelligence Specialist Global Power Consulting Scrum Master / Project Manager, IT Business Analyst, System Evaluation & Selection Consultant, Technology Consultant Computer Futures IT Business Analyst, System Evaluation & Selection Consultant, Technology Consultant, Project Lead PepsiCo Business Analyst, Project Manager, Tech Support Lead, Wireless infrastructure Engineer California Correctional Health Care Services Systems Architect, Systems Administrator, Systems Engineer, Data Center Engineer United Health Group IRIS Consultant, Telecom VOIP Administrator, GIS Administrator Los Angeles County Office of Education Business Intelligence Consultant, IT Project Manager, Software Applications Developer Healthtrustws - LOS ROBLES HOSPITAL & GIS Analyst, Network Specialist — LAN Administrator MEDICAL CENTER SCA Judicial Council of California Senior Oracle Developer, Oracle DBA, Programmer/Developer, IT Business Analyst, Project Lead, Technology Consultant, Communication Specialist CALSTRS Systems Administrator, Network Engineer, Network Specialist, Infrastructure Architect County of Sacramento Information Security Program Expert, Cybersecurity Engineer, Cybersecurity Analyst Metropolitan Water District of Southern Sr. IT Developer, Web Developer, .NET Developer, California Mobile App developer California State Lottery Technical Project Manager, IT Business Analyst, Project Lead, System Evaluation & Selection Consultant The following table shows the description of the services of the partial list of the clients where we have provided services similar to those mentioned in the RFP: Position Systems Analyst Client Name Service Maryland Health The Maryland Health Benefit Exchange (MHBE) created a Benefit Exchange website and call center operating under the name Maryland Health Connection (MHC). Through MHC, Maryland residents explore health insurance plans, compare rates, and determine their eligibility for advanced premium tax credits (APTC), cost sharing reductions (CSR) and public assistance Infojini Inc. Response - 10 Parin Mt s""acrirar i 7a partner partner op RFP NO. 20-124 (DFOMNI Information Technology As -Needed Professional Services pr o g r ams s u c h as Me di c a Health Insurance Program (MCHP). Infojini provided Systems Analyst to provide Electronic Data Interchange (EDI) data analysis, reports generation, maintenance and support services for the Maryland Health Benefit Exchange (HBX) system. Programmer/Developer Los Angeles Developed web applications using Angular 7 and C#. (.NET -C#, VB.NET), County of Developed database and related table. Web Developer Education Developed front end of the web application using CSS, (.NET/PHP) Angular 7, JavaScript, and HTML. Developed angular forms. Developed web services using Web API. Wrote stored procedures to query data. North Carolina Forest Management Request Tracking System: Dept. of Developed mobile responsive web Application to record Agriculture request from landowners. Generated contract, invoices and tracked payments. Application was designed for desktop and mobile devices using responsive web design. Used media queries to customize the web pages for smaller mobile devices. Used CSS 3.0 style sheets for web pages. Laboratory information management system (LIMS): Designed web forms using ASP .NET, AJAX .NET and telerik controls for adding, editing and deleting records from grid. Created web forms to display summary of work list with telerik controls with add, edit, delete and filtering capabilities. Wrote LINQ queries for selecting records and applying conditions and deriving several record sets for display in grid views, dropdown boxes & lists. Database Maryland Motor Provided production support for MDOT/Motor Vehicle Administrator (MS Vehicle Administration (MVA) supporting the most extensively used SQL, Oracle) Administration application in The Maryland State Department of Transportation. Environment consisted of Windows 2003/2008/2012 Servers with HP XP12000/ IBM XIV based SAN. Maryland Higher Maryland Annual Collection (MAC) is a data collection Education process involving substantial amounts of data from all of the Commission public higher education colleges in the state of Maryland. MAC is being upgraded to MAC 2. Created the Oracle Database Design for the destination database. Created Oracle Database Schema and objects. Designed and developed the ETL process from the external source to the internal database. Infojini Inc. Response M icraaft - 11 _,. partner partner RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services-. .. Migrated the data from the external database to the internal Oracle Database. Document Imaging Maryland Worked on design and development of a document Application Specialist Judiciary management application for archiving of criminal jackets for (Laserfiche) District Court warehouse. Business Intelligence Amtrak - Designed and developed Tableau visualization solutions Specialist - Worked with customers to analyze and dissect user requirements and build front-end BI applications according to specifications - Created complex formulas and calculations within Tableau to meet the needs of complex business logic - Performed administrative and support activities across a multi -environment Tableau infrastructure including security administration, release management, troubleshooting and general systems maintenance South Carolina The South Carolina Department of Revenue (SCDOR) has Department of implemented a Data Warehouse and related software Revenue components for purposes of tax and revenue compliance and analysis. The Data Warehouse also serves as a primary data source for other business intelligence activities. This work involves proprietary software from Revenue Solutions Inc. (RSI), particularly their Portfolio Warehouse (PW) product. Historically, the Data Warehouse application team has used the proprietary Embarcadero DT/Studio tool, along with custom transform code from RSI, to load data from federal and state data sources into the Data Warehouse. The team is now charged with converting all of the data load processes to use Microsoft SQL Server Integration Services (SSIS) At this time an experienced ETL (Extract, Translate, and Load) specialist with expertise in SSIS is needed to assist in this process. Our services included: • Bui 1 di ng E T L s us i ng SS various data sources including files from internal and external data sources. • S e t t i n g u p a n d r u n n i n g Associate and Grow (A&G) offline process for data cleansing and matching of these files. This includes configuring the A&G match keys with consultation from the business users and SCDOR Data Warehouse team. • Conducting quality a s s u • Cr e a t i n g a n d e x e c u t i n g users. • Per f or mi ng d a t a b a s e ut i Analytical Services for OLAP, development of stored procedure, SSIS, etc. as needed for loading and analysis of data. Infojini Inc. Response 12 partner partner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services .:rr-K��..r�•,.,•,., Mobile App Developer (iOS & Android OS) IT Business Analyst Jefferson County Jefferson county has multiple stormwater locations and they wanted to develop a mobile app for carrying out site inspections, site inspector will login to the app to see itinerary schedules and will initiate the inspection which has multiple questions and ability to upload photos and signature, Upon completion of inspection, it is submitted to the backend server owned by JCDH. The app had features such as offline operation to store data when there is no internet connectivity and API integration with backend database of JCDH. We designed and implemented the mobile app using native Android and iOS technologies. We integrated the backend database using REST APIs provided by JCDH. We actively provided suggestions to JCDH in order to improve the API integration for improved security and performance. Polaris Wireless Updated Altus Mobile Project and built all configurations similar to B1ueForce Project into Altus Mobile Xcode Project. Updated Altus Mobile Project and built all configurations similar to B1ueForce Project into Altus Mobile Xcode Project. Along with all Pod configurations and building two separate targets. Created New UIResponder class to hook it up for Altus Mobile Target in BFT Project. This will be used for Altus mobile development. Identified need to use @autorelease pool blocks for stashing class objects in business layer code. Traced App memory to identify memory footprint and objects which are still alive in the memorv. North Carolina Involved in assisting with the development and Dept. of Health implementation of NC Families Accessing Services through and Human Technology (NC FAST) as a Test Scripts Writer. Services Analyzed business requirements for testability and completeness using Functional Specification Documents, Business Requirements Documents and Technical Design Documents, developing requirements into test conditions, cases and scripts, development and execution of automated scripts using HP Quality Center to thoroughly test software to ensure proper operation and freedom from defects. Reviewed test cases and other testing artifacts to ensure the accuracy and completeness of all test artifacts. Project Lead Judicial Council Our resource was assigned as an IT Project Manager/Project of California Lead to manage the Judicial Information System (JIS) project that will replace the current Themis system which maintains comprehensive organizational information about the judicial branch, and supports the JCC programs and business processes that depend on this information, such as the Assigned Judges program. The IT Project Manager, under the direction of the Administrative Services Development Infojini Inc. Response � - 13 MP,9rTn s"" a•crir roi 7a partnerr partner RFP NO. 20-124 CMIJINJ Information Technology As -Needed Professional Services •: Yr^`V x..r •i.... 11 (ASD) Program Manager, provided the expertise needed to manage the development of a large, complex application and ensuring the project completes on -time, on -budget with a high -degree of client satisfaction and quality. The IT Project Manager was responsible for managing and directing the design, development, and deployment of the new Judicial Information System (JIS) ensuring the system meets the technical goals and standards of the JCC. Our resource successfully communicated and coordinated the activities of many business units throughout the JCC. Technology Port of Seattle The Port of Seattle (Port) is working on a series of Consultant, System Information and Communication Technology (ICT) Evaluation & Selection facilitated technology projects related to IDS5, See Consultant Something/Say Something mobile app, Noise Complaint Tracking, Facilities and Infrastructure (F&I) Energy/Lights Software, and others. To assist with these projects, Information Technology (IT) technical services are needed. Infojini assigned resources that assisted on a series of projects which includes IDS5 to capture and report runway conditions, a mobile app to capture customer/employee real time facility feedback, Noise Complaint tracking and actioning, and other infrastructure upgrades. The Project Manager worked closely with the ICT Program Management Office (PMO) and key business stakeholders responsible for the efforts to plan, track, coordinate, and execute to successfully implement Port -wide infrastructure technology. GIS Services GIS Administrator, South Carolina Local Agency Data Collection (LADC) - The project GIS Analyst Dept. of involves the collection of road data from all of the counties Transportation in South Carolina to the GIS Mapping Department of SC Department of Transportation. Data includes mileage allocation, routes, distinction between private and state and locally owned roads. The data must be brought into the mapping system and then put into Oracle tables. States and counties are apportioned back money given to the FHWA based on the exact amount of road mileage existent in the state. The project is entirely funded by the Federal Highway Administration. All 46 counties in South Carolina will have their road mileage accounted for prior to the completion of the project. Our employee is a GIS Analyst/Technician who uses SC DOT'S mapping system and physical road maps to verify the data sent in. Infojini Inc. Response 14 MParTn ._w. s"" a•crir roi 7a partnerr partner RFP NO. 20-124 CIJINJ Information Technology As -Needed Professional Services. Read and extract data from road plans and historical maps and documents to update information in the Roadway Information Management System's (RIMS) database North Carolina GIS analysis specializing in spatial analysis, GIS Dept. of technologies and GIS site analysis, networking, geocoding, Transportation population analysis, and Linear Referencing Systems (LRS) integration for the NC Department of Motor Vehicles, Rome and P4 projects. Maryland Established the enterprise GIS solution for MDTA that Transportation included setting up ArcGIS Server, Oracle SDE, ArcGIS Authority portal, etc. for both Prod and Development environment. Also worked on to improve the centerline and address data. Worked with the GIS team to guide them to create Network Network Dataset for routing of the emergency responders. Telecorrimunication Services Network Specialist — and North Carolina Provided various resources on the new hospital Infrastructure LAN Administrator, Dept. of Health projects for the State. Telecom VOIP and Human Administrator, Services Supported the technical implementation and deployment of Telecom VOIP System IT VoIP telephony, WAN, FoIP, enterprise Audio / Visual Engineer, Wireless technologies, LAN and Technology infrastructure as infrastructure designed by the architecture team of a new medical grade IT Engineer, Network network/infrastructure solution. Provided technical Engineer, expertise in development of system requirements, request for Infrastructure Architect proposals, contracts for services, and served as an expert in that product area. Reviewed vendor installations and tested (all levels) IT infrastructure components/systems (custom and COTS). Provided IT infrastructure/systems support and transitioned knowledge to operations and maintenance support staff. Data Center and Operations Systems Architect and South Carolina The resource helped SCDHHS to discover information in Engineer Dept. of Health vast amounts of data in order to make more valuable, data - and Human based decisions to deliver the best solutions for Medicaid Services stakeholders. The Data Scientist applied data mining techniques, performed statistical analysis, and built prediction systems that will be integrated with both existing and future products and systems. Enhanced data collection procedures to include information that is relevant for building analytic systems Select features, build and optimize classifiers using machine learning techniques Infojini Inc. Response � - 15 Parin Mt s"" a•crir roi 7a partner partner RFP NO. 20-124 CIJIN] Information Technology As -Needed Professional Services .: .. • • . Processed, cleansed and verified the integrity of data used for analysis Systems Administrator, North Carolina Installed Solaris and Linux and created user logins, Data Center Engineer A&T University administering the system performance and monitoring user activities. Built and configured Solaris 8/10, Red hat Linux using Jump start server using Kick Start server as required for the project. Closely coordinated with SAN team for storage, fabric issues. Upgrading Emulex cards, firmware for HBA to the current revision levels. Installed VERITAS volume manager and implemented various RAID levels, logical volume creation, mirroring and file systems. Installed, configured, and maintained DNS servers, NFS and NIS on Sun Solaris servers. Configured distributed file systems, administering NFS server and NFS clients, and editing auto -mounting mapping as per system / user requirements. Installed and configured VERITAS Net Backup 5.1 and performed restore activities. Involved in planning, building, and administration of various High Availability clusters and heartbeat checking on Sun Solaris using VCS 4.1 in heterogeneous SAN environment. Planned, scheduled, and implemented OS patches on both Solaris and Linux boxes as a part of proactive maintenance and Secure Shell (SSH) implementation. Participated in installing and configuring of UNIX/Linux based Oracle 1 Og products. Performed Server Virtualization using Solaris Containers (zones) and VMWare. Wrote various UNIX Korn and Bourne shell scripts to probe network backbone equipment and provide vital statistics about the availability and responsiveness of the network. Cybersecurity Cybersecurity Texas Dept. of I n f o j i n i' s p r o p o s e d r e s o Engineer Transportation network edge and any interconnections between TxTAG and all vendors. The resource was also responsible for maintaining the firewall rules, configuration and security based on PCI Requirement 1-Firewall Management plus any other PCl/Txdot requirements that are mandated by Policy andTxdot Controls Catalog Maryland State Conducted Code review for Application Security Best Highway Practices. Tested the web applications for OWASP Top Ten Administration Security Risks such as Injection, Cross Site Scripting (XSS), Invalidated Redirects and Forwards. Cybersecurity Analyst South Carolina SCEIS Risk Assessment Remediation Project: Identify, Dept. of document, and analyze SCEIS privacy and security risk Administration posture. Support development and implementation of data protection and privacy controls. Desktop Support and Helpdcsk Infojini Inc. Response - 16 M icrossof t Aftix't-a•cr r ro i Ala Partnei partner RFP NO. 20-124 CIJINJ InformationTechnology As -Needed Professional Services_,,.,�,.,,..,,,•,,. Tech Support Lead, Tech Support Specialist Port of Seattle Provided support in the installation and ongoing maintenance of PC based technical systems. These systems comprised of hardware equipment (i.e. PCs, laptops, Tablet PCs etc.), s oft war e appl i cat i o n s ( i . applications or in-house IT developed applications or customized business specific applications etc.) and peripheral devices (printers, scanners, etc.). - Asset Management Reporting of new and old asset information, retrieval and delivery of old assets to designated location. - Surplus old equipment (Laptops, cables, keyboards, printers, etc.) Got old equipment ready for surplus which included boxing up, removing hard drives, asset tags from equipment and completing a disposition form of assets v. A list of the local office's most significant engagements in the last five (5) years, indicating whether they are public or private sector, and including scope of work, date, positions staffed for client, and name and telephone number of the client contact. Significant engagements Across California Region: Client Name Los Angeles County Office of Education Public Sector or Private Sector Public Sector Scope of Work Provided Provided Temporary Information Technology Professional Services Date Staff Placed March 2018 - Present Position Business Intelligence Specialist David Sorongon Business Intelligence Specialist Vikash Kumar Jha Programmer/Developer Mbotha Keith Programmer/Developer Dapo Hammed Programmer/Developer I Ephraim Injamuri Programmer/Developer Hazarathaiah Chillara Contact Details Sonia Hooks Hooks_ Soniaglacoe.edu 562-922-6289- Client Name Superior Courts of California — Los Angeles County Public Sector or Private Public Sector Sector Scope of Work Provided Provided Temporary Staffing Services Date May 2019 — Present Staff Placed Position Tech Support Lead Jorge Soriano Tech Support Specialist Devin Goode (Helpdesk) Contact Details Rachel Cavazos rcavazos&lacourt.org Infojini Inc. Response Microsoft, JIM 17 partner I partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. 213-314-8726 Client Name California Administrative Office of Courts Public Sector or Private Sector Public Sector Scope of Work Provided Provided IT Staff Augmentation Services Date Staff Placed Oct 2016 — Present Position Names IT Developer Staff Name Chandana Reddy Police IT Project Manager Dorian Chumley IT Developer Lead Gurudev Rajputra TIBCO Senior Development Engineer Harshman Singh Senior Oracle Developer Nimesh Kumar Soni Database Administrator Praveen Gudipudi IT Developer Raghuram Bhonnam Sr. Database Manager Raj eev Bhalla IT Developer Srilatha Pulipaka Senior Business Systems Analyst Tarvin Merwah Oracle developer Vikas Ambati Database Administrator Wendy Fisher Contact Details Robin Harris 415-865-5301 Robin.Harris(0jud.ca. gov Deborah Smith Deborah.smith&jud.ca. gov 415-865-4599 Significant engagements Across the United States: Client Name Anne Arundel County Department of Health Public Sector or Private Public Sector Sector Scope of Work Provided A n n e A r u n d e l C o u n t y De p a r t applications were hosted on ByteGrid. Infojini migrated the existing web applications to AWS to improve security and speed. We carried out the following tasks: • Set up Server environment on Amazon server instance • Migrated the website files and database from existing ByteGrid hosting to Amazon hosting environment • Developed script for scheduling database backup to Amazon S3 daily. • Set up the SMTP and FTP for user access • Ongoing monitoring of websites for uptime Infojini Inc. Response 18 Partner I partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. • Conduct security checks. Date Nov 2018 — Present Staff PlacedPosition Names Staff Name Project Manager/Project Lead Dilip Nilakhe Systems Architect Abhijit Nair QA Analyst Binod Panda Contact Details Pam Duvall hdduvalIkaacoun ..org 410-222-7067 Client Name Maryland State Highway Administration Public Sector or Private Public Sector Sector Scope of Work Provided We gathered and analyzed system and user requirements, designed, developed, tested, documented, and maintained a web -based and mobile SalesForce/Force.com business application utilized by the SHA Office of Maintenance for state-wide planning of road crew assignments ahead of snow events. We developed integrated functionality with SHA GIS mapping systems. We were responsible for the design, development, testing, and support of various web applications at State Highway Administration business applications using industry best practices for scalability, security, and performance in an Agile software development environment. Technologies and tools utilized include .Net, MS SQL Server, SQL, Oracle Developer, JavaScript/jQuery, XML, Force.com/Visual Force, APEX, AJAX, Visual Studio, Team Foundation Server, Eclipse, HTML, and CSS. Date June 2014 — Present Staff Placed Position .NET Developer I Peter Hypolite .NET Developer Venkat Mekala Contact Details Abhay Nigam 410-960-6761 ANigam(c-r�,sha. state.md.us Client Name Texas Department of Transportation Public Sector or Private Public Sector Sector Scope of Work Provided Provided various IT Staffing personnel for various mission critical projects such as Help Desk, Technical Writer, Developer Analyst, Software Test Analyst, Business Analyst, and many more Date Aug 2018 — Present Staff Placed Position Programmer/Developer MS Akber Helpdesk Specialist Jerome Hugh QA Specialist Alina Bandari Infojini Inc. Response - 19 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ InformationTechnology As -Needed Professional Services-. Contact Details Business Systems Yolanda Turk yolanda.turkktxdot. aov 512-874-9774 Parvathi Raja Pandian Rahul Client Name New York City Housing Authority Public Sector or Private Sector Public Sector Scope of Work Provided Provided Staff Augmentation Services for multiple projects Date Staff Placed I Aug 2018 - Present Position IT Business Analyst David Gannon IT Business Analyst Charles Miller IT Business Analyst Sheikh Islam IT Business Analyst Urvashi Marwah IT Business Analyst Aparna Chandra Programmer/Developer Sunil Kinker Programmer/Developer Sachin Choudhary Project Manager/Project Lead Lucien Turkov Project Manager/Project Lead Kisha Baldwin Project Manager/Project Lead Samir Prabasi Database Administrator/Systems Administrator Bhavana Byreddy Database Administrator/Systems Administrator Sunitha Surakanti Contact Details Patricia Lindo (212) 306-2807 Patricia.Lindonnycha.nyc.gov Client Name Pinellas County Public Sector or Private Public Sector Sector Scope of Work Provided Provided IT Resources for various projects Date Aug 2017 - Present Staff Placed Position Network Specialist — LAN Administrator John T. Grippo Network Engineer Mark D. Mentzer .NET Developer Kwarteng Asare Oracle Database Administrator Frank Juracka Contact Details Jim Just j just&pinellascounty.org (727) 464-3205 Infojini Inc. Response � - 20 Parin Mft Aft s"" a•crir roi ;7, ,...�r.--.., partner I RFP NO. 20-124 (ONAFAN] Information Technology As -Needed Professional Services.. • . • . Client Name Capital Metropolitan Transportation Authority Public Sector or Private Public Sector Sector Scope of Work Provided Provided various Temporary Staffing Services for multiple projects Date July 2017 - Present Staff Placed Position Systems Analyst Stellina Anke Scott QA Analyst Ricardo Perez Project Lead Project Manager System Evaluation & Selection Consultant Terry Hockens Technology Consultant Jeffrey D Downey Contact Details Israel Herevia O: 512-369-6012 C:512-808-7144 Israel. Hereviakcapmetro. org Client Name Port of Seattle Public Sector or Private Sector Public Sector Scope of Work Provided Provided various IT Temporary Staff for multiple projects Date Staff Placed Oct 2018 - Present Position Project Manager/Project Lead Alanka Wright Project Manager/Project Lead Brent Haugen Project Manager/Project Lead Ivan Solkey Desktop Support Engineer/ Tech Support Lead Michael Horne Desktop Support Engineer/ Tech Support Specialist (Desktop) Oliver Shawn Desktop Support Engineer/ Tech Support Specialist (Desktop) Stephen Rudd Technology Consultant Timothy Gray Desktop Support Engineer/ Tech Support Specialist (Desktop) Tobey Cook Programmer/Developer Darrell Green Programmer/Developer Sanith Kanth Gelli Project Manager/Project Lead Mark Horrocks QA Analyst Swati Regulapati Desktop Support Engineer/ Tech Support Specialist (Desktop) Heath Williams Contact Details Ken Hale Office: 206-787-4438 Mobile: 206-437-7114 Email: hale.k(kportseattle.org Infojini Inc. Response Marin Per JIM s"" a•crir roi ;7, partner • .�"..". partner 21 RFP NO. 20-124 (wNAFJINJ Information Technology As -Needed Professional Services-. Client Name Maryland Transportation Authority Public Sector or Private Sector Public Sector Scope of Work Provided Provided over 15 resources over the past 3 years on various Salesforce cloud, Maximo, trainers, QA, GIS technologies for various Maryland Transportation Authority projects. Date Staff Placed Nov 2017 - Present Position Programmer/Developer Satish Kota Systems Architect and Engineer Paul Edgar Blake Programmer/Developer Siva Malempati GIS Administrator/GIS Analyst Luv Arora Programmer/Developer Ajay Kumar Janagama Programmer/Developer Frank Timbone Programmer/Developer Bhanu Chand Somarajpalli Programmer/Developer Murali Krishna Govada Programmer/Developer Soujanya Katuku Reddy Programmer/Developer Kamineni Sindhu Web Developer Vageeshwari Bhavani Contact Details Kaushik Dutta Email: kduttal@mdta.state.md.us Phone: 410-537-6729 Infojini Inc. Response - 22 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CON Information Technology As -Needed Professional Services AFJINJ i. Description of the major service offered by the Proposer's firm Major categories in which we offer services include: Software Development Project Management Security Analysis Program Management Mainframe Development Business Analysis Desktop Applications Development & Training Quality Assurance & Testing Workstation Installation & Support Client -server & n-tier Application Development GIS Web Development IT Infrastructure Database Administration & Development Helpdesk & Technical Support Systems Analysis IT Training Network & System Administration Unique Qualifications Application Development IT Service Management Infrastructure Architecting Strategic Planning Budget and Financial Management Operations Management Leadership Team Building Customer Relations Negotiations Mediation ML Hands -On IT Technical Support Performance Measures Management ii. List of acceptable invoicing frequencies. (i.e., weekly, bi-weekly, semi-monthly, monthly) Most of our clients ask for monthly invoices, however, we can invoice weekly, bi-weekly, semi- monthly and on a monthly basis based on the requirements of our clients. iii. The number of years that the Proposer has been in the business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note and explain.) Infojini is providing temporary technology contract service personnel and/or consulting services of the kind sought by the City for the last 14 years. iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services Infojini incorporates an innovative approach to provide enterprise -level IT consulting and have clientage of major state, local agencies, and school districts. Over 60% of Infojini consultants are working at different state/ federal/ county agencies. Infojini provides the best talent, resources, Infojini Inc. Response ft JIM 23 partner partner RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services-. experience, and market expertise to its customers. Through more than a decade of industry experience, Infojini understands in-d e p t h o f I T i m p l e me n t a t i o n i n t manageable size supports a small overhead, and its clients know that it delivers what it promises. Infojini Experience Infojini has a strong and proven track record since 2006. We have successfully delivered $31M of IT Consulting Services. Infojini has evolved in-house methodology and processes to handle government IT contracts. We have a dedicated team with experience and well understanding of Government contracts. In 2006, Infojini started its first state government contract with the Maryland State Department of Transportation. Since then Infojini has secured over 45 State & Local government contracts and has provided more than 1M hours of IT Services to a different state, county, and local agencies. Infojini has maintained a long-term relationship with most of its clients. I n f o j i n i' s e x p e r i e n c e d c o n focus lost gDmrrt nwnt soliptiong v e n positions us to meet client needs and requirements. Partnering with Infojini provides clients inherent and clear advantages that result in achieving project objectives with significant cost savings. Our clients understand the value, Infojini provides beyond our technical competencies, strategic approach, knowledgebase, partnerships, and the pool of subject matter experts (SMEs). We believe in professionalism, reliability, and commitment has enabled it to create successful and long-lasting relationships with client and consultants. Infojini's Experience in California Infojini has more than 8 years providing various IT Professional Services to the clients based in the State of California. We have placed more than 50 resources similar to those as mentioned in the RFP. The table below depicts our strong experience in providing IT Professional Services in the California region: Client Name Resources Provided Period of Performance North County Transit .Net Developer, Systems Analyst, Project Lead, June 2019 — Present District Cybersecurity Analyst Superior Court of CA, Programmer, Desktop Support Specialist, Desktop Aug 2017 — Present County of Imperial, and Support Lead County of Los Angeles City of Anaheim Assistant Engineer, Business Intelligence Jan 2020 — Present Specialist Global Power Consulting Scrum Master / Project Manager, IT Business March 2019 — Analyst, System Evaluation & Selection Present Consultant, Technology Consultant Computer Futures IT Business Analyst, System Evaluation & Dec 2018 — Present Selection Consultant, Technology Consultant, Project Lead PepsiCo Project Manager, Tech Support Lead, Wireless Oct 2018 Present infrastructure Engineer California Correctional Systems Architect, Systems Administrator, Sept 2018 — Present Health Care Services Systems Engineer, Data Center Engineer United Health Group IRIS Consultant, Telecom VOIP Administrator, Jan 2020 — Present (Apex) GIS Administrator me Infojini Inc. Response - 24 partner partner RFP NO. 20-124 CIJ I N I Information Technology As -Needed Professional Services .: .. Los Angeles County Business Intelligence Consultant, IT Project March 2018 — Office of Education Manager, Software Applications Developer Present Healthtrust GIS Analyst, Network Specialist — LAN Feb 2-19 — Present Administrator Judicial Council of Senior Oracle Developer, Oracle DBA, July 2011 -Present California Programmer/Developer, IT Business Analyst, Project Lead, Technology Consultant, Communication Specialist CALSTRS Systems Administrator, Network Engineer, Aug 2016 Present Network Specialist, Infrastructure Architect SMUD Network Specialist, Network Security Engineer, April 2016 March Network Engineer 2017 County of Sacramento Information Security Program Expert, Oct 2018 — Present Cybersecurity Engineer, Cybersecurity Analyst Metropolitan Water Sr. IT Developer, Web Developer, .NET June 2016 — Present District of Southern Developer, Mobile App developer California California State Lottery Technical Project Manager, IT Business Analyst, Dec 2018 - Present Project Lead, System Evaluation & Selection Consultant Nationwide Experience We have over 100+ ongoing projects, with 15+ future/ upcoming projects and over 50 contracting vehicles with various Cities, Counties and States. Our extensive experience with the Government sector gives us the ability to onboard and scale for a new Government Customer. Here are a few of our ongoing projects: Project Name Client Name Services Provided Date of Performance IT Staff California Project Manager, IT Manager, Database July 2011 — Augmentation Administrative Administrator, System Architect, Business Present Services Office of Analyst, Programmer, Developer, Software Courts Developer, Network Service Technician 111, Application Developer III MSA IT Temporary Superior Courts Developer, Database Administrator, Network June 2017 — Staff Augmentation, of California Engineer, Systems Analyst, Software Present Recruitment & Developer, Front End Developer, Web Examination Platform Administrator, Web Portal Services Administrator, Network Control Technician III, Network Control Supervisor IT Support Services County of Project Manager, IT Manager, Application Jan 2018 — Placer Developer, Database Administrator, System Present Architect, Business Analyst, Programmer, Developer, Software Developer, Software Architect, Software Developer, Software Instructor, Technology Support Consultant III, Equipment Planning Technician, Network Control Supervisor Temporary LACOE Project Manager, IT Manager, Application Oct 2017 — Information and Developer, Database Administrator, System Present Infojini Inc. Response Microsoft ,.111ft partner partner 25 RFP NO. 20-124 CIJINN Information Technology As -Needed Professional Services.,�... Technology Architect, Business Analyst, Programmer, Professionals Developer, Software Developer, Information Systems Manager II, Computer Operator II, Systems Software Supervisor Information County of Project Manager, IT Manager, Application April 2018 — Technology Staffing Sacramento Developer, Database Administrator, System Present Architect, Business Analyst, Programmer, Developer, Software Developer, Technology Support Technician II, Technology Support Consultant III Information Ca1PERS Developer, Database Administrator, Network Feb 2018 — Technology Engineer, Systems Analyst, Software Present Consultants Spring- Developer, Front End Developer Fed Pool Information California State Developer, Software Engineer, Network Jan 2018 — Technology University Engineer, Data Architect, Business Analyst, Present Temporary Personal Computer Support Specialist, Personnel Services Network Service Technician III, Computer Operation Supervisor, Systems Software Supervisor IT Contingency County of San Project Manager, IT Manager, Application Mar 2018 — Staffing Mateo Developer, Database Administrator, System Present Architect, Business Analyst, Programmer, Developer, Software Developer Consulting and State of IT Analyst, Network Administrator, Sr. May 2013 — Technical Services Maryland, Network Engineer, Computer Systems Present DoIT Analyst, Database Administrator, Personal Computer Support Specialist, Software Architect, Software Developer, Software Instructor, Web Platform Administrator, Web Portal Administrator, Systems Analyst, IT Manager, Project Manager, Business Analyst, Computer Programmer, .NET Developer, Java Developer, Telecommunication Business Analyst, System Architect, Solution Architect, Software Developer, Web Developer, Software QA Analyst, Application Support Technician, Equipment Planning Technician, Systems Software Analyst III Temporary Staffing Texas Capital Project Manager, Network Engineer, IT June 2017 — Services Metropolitan Analyst, Helpdesk Technician, IT Support Present Transportation Specialist, Systems Analyst, Systems Authority Administrator, Systems Designer, Business Analyst, Personal Computer Support Specialist, Technology Support Consultant III, Technology Support Technician II, Network Service Technician III Infojini Inc. Response 26 partner partner RFP NO. 20-124 CIAN] InformationTechnology As -Needed Professional Services. .r�• . • . Information METRA Network Administrator, Sr. Network Aug 2017 — Technology Engineer, Application Developer, Computer Present Consulting Services Programmer, Software Developer, Software Engineer, Information Systems Manager 11, Computer Operations Facility Technician Information State of Software QA Analyst, Applications May 2012 — Technology Washington Developer, .NET Developer, Project Present Professional Services Manager, Business Analyst, Software Engineer, Software Programmer, System Architect, Systems Analyst, Systems Designer, Personal Computer Support Specialist, Application Developer III, Data Base Administrator III, Information Systems Manager II IT Staff State of Texas Project Manager, Sr. Systems Analyst, IT April 2011 — Augmentation Manager, Security Specialist, IT Systems Present Services Administrator, Network Architect, Web Developer, .NET Developer, Software Developer, Developer, Java Developer, IT Support Specialist, Database Administrator, , Web Platform Administrator, Web Portal Administrator, Business Analyst, Front End Developer, System Architect, Programmer, Systems Software Supervisor, Technology Support Consultant 111, Technology Support Supervisor IT Staff State of South Web Developer, Software Engineer, Java Feb 2012 — Augmentation Carolina Developer, .NET Developer, System Present Services Architect, Programmer, Software QA Analyst, Computer Programmer, Project Manager, Business Analyst, Application Developer, Information Security, IT Manager, Systems Analyst, Data Architect, Database Administrator, Technical Specialist, Systems Administrator, Sr. Network Engineer, Telecommunications Specialist, IT Analyst, Network Service Technician 111, Systems Software Analyst 111, Systems Software Staff Consultant Short -Term IT State of North Web Developer, Software Engineer, Java June 2014 — Consulting Services Carolina Developer, .NET Developer, System Present Architect, Programmer, Software QA Analyst, Computer Programmer, Project Manager, Business Analyst, Application Developer, , Web Platform Administrator, Web Portal Administrator, Information Security, IT Manager, Systems Analyst, Data Architect, Database Administrator, Technical Specialist, Systems Administrator, Sr. Network Engineer, Telecommunications Infojini Inc. Response - 27 rwli ix t-a•cr r roi'�1, partnerariner partner RFP NO. 20-124 Information Technology As -Needed Professional Services CPM�Fi r Specialist, IT Analyst, Personal Computer Support Specialist, Computer Operator II IT Staff State of Florida Project Manager, IT Analyst, Network Oct 2016 Augmentation Administrator, Business Analyst, Systems Present Services Analyst, Software Architect, Software Developer, Software Instructor, Personal Computer Support Specialist, Computer Operations Facility Technician, Computer Operations Manager IT Professional Washington Programmer, Software Engineer, Software Feb 2016 — Services Suburban QA Analyst, Database Administrator, Present Sanitary Information Security,, Web Platform Commission Administrator, Web Portal Administrator, Network Control Supervisor, Systems Software Analyst III IT Services Contract State of Developer, Software QA Analyst, Computer June 2016 — Montana Programmer, Business Analyst, Cloud Present System Engineer, Technology Support Technician II, Data Base Administrator 11 SITE Master State of Software QA Analyst, Database Aug 2016 — Contract Minnesota Administrator, Developer, IT Analyst, IT Present Systems Administrator, Personal Computer Support Specialist, Computer Operator II IT Professional State of North Developer, .NET Developer, Business July 2017 — Services Dakota Analyst, Data Architect, Equipment Planning Present Technician, Systems Software Analyst III ITS63 Commonwealth Helpdesk Specialist, Systems Administrator, June 2018 — of Technical Specialist, Systems Analyst, Present Massachusetts Software Architect, Software Developer, Software Instructor, Personal Computer Support Specialist, Technology Support Consultant III, Network Control Supervisor SWI025 State of Developer, Database Administrator, Network Jan 2017 — Oklahoma Engineer, Systems Analyst, Web Platform Present Administrator, Web Portal Administrator, Software Developer, Front End Developer, Information Systems Manager II, Systems Software Staff Consultant IT Professional State of Ohio Application Developer, .NET Developer, Jan 2016 — Services Business Analyst, Data Architect, Equipment Present Planning Technician, Systems Software Analyst III IT Staff State of New Computer Programmer, Business Analyst, Dec 2015 — Augmentation Mexico Cloud System Engineer, Web Administrator, Present Services Data Center Support Specialist, IT Support Specialist, Software Architect, Software Developer, Software Instructor IT Professional and Utah Transit Project Manager, IT Manager, Application June 2017 — Technical Services Authority Developer, Database Administrator, System Present Infojini Inc. Response xt-3•�rirar r4yz 28 Microsoft partner Partner RFP NO. 20-124 CIJINN InformationTechnology As -Needed Professional Services-.. .. Architect, Personal Computer Support Specialist, Business Analyst, Programmer, Developer, Software Developer IT Professional Anne Arundel Web Developer, Software Engineer, Java Jan 2018 — Services County Developer, .NET Developer, System Present Architect, Programmer, Software QA Analyst, Computer Programmer, Project Manager, Business Analyst IT Staffing and University of Application Developer, Information Security, Aug 2017 — Consulting Services Oklahoma IT Manager, Systems Analyst, Data Present Architect, Database Administrator, Technical Specialist, Systems Administrator, Sr. Network Engineer, Telecommunications Specialist, IT Analyst, Technology Support Technician 11, Network Service Technician III Information City of Phoenix Business Analyst, Helpdesk Specialist, Web Aug 2018 — Technology Developer, Cloud System Engineer, Network Present Professional Services Control Supervisor, Computer Operator II IT Staff University of Software QA Analyst, Applications Dec 2018 — Augmentation Massachusetts Developer, .NET Developer, Project Present Services Manager, Business Analyst, Systems Analyst, Systems Designer, Information Systems Manager II, Network Service Technician 111, Systems Software Analyst II Citywide IT Staff City of Developer, Database Administrator, Network Nov 2017 — Augmentation Cincinnati Engineer, Systems Analyst, Web Platform Present Administrator, Web Portal Administrator, Software Developer, Front End Developer, Technology Support Consultant III, Systems Software Analyst III IT Resource State of Illinois NET Developer, Software QA Analyst, Nov 2018 — Providers Software Architect, Personal Computer Present Support Specialist, Software Developer Professional and MTA, NY Developer, Software Engineer, Network Dec 2017 — Technical Staffing Engineer, Data Architect, Business Analyst, Present and Services Information Systems Manager 11, Computer Operator 11, Systems Software Supervisor IT Consulting Community Project Manager, Systems Analyst, IT Dec 2017 — Services Roster Transit - City Analyst, IT Coordinator, Web Master, Present of Everett Software Architect, Software Developer, Software Instructor, Personal Computer Support Specialist, Systems Software Analyst III IT Staffing Tarrant County Developer, Database Administrator, Network Mar 2018 Augmentation Engineer, Systems Analyst, Software Present Services Developer, Front End Developer, Technology Support Consultant III, Systems Software Analyst III Infojini Inc. Response M,grin Ps"" a•crir roi 7a partnerr partner 29 RFP NO. 20-124 CONAFJINI InformationTechnology As -Needed Professional Services-. IT Technical Port of Seattle Business Analyst, Helpdesk Specialist, Web Feb 2018 — Services IDIQ Developer, Cloud System Engineer, Present Computer Operator II, Computer Operations Manager Technology Support Baltimore Database Administrator, Helpdesk June 2015 — Staffing Services County Public Technician, Developer, Sr. Systems Analyst, Present Schools Application Support Technician, Computer Operations Facility Technician Information Montgomery Developer, Software Engineer, Network Jan 2018 — Technology County Engineer, Data Architect, Business Analyst Present Contracting Services IT Consulting and Maryland Database Administrator, Systems Analyst, Nov 2014 — Support Services Health Benefit Developer, Software Engineer, Project Present IDIQ Exchange Manager, Software QA Analyst, Project Manager, Network Engineer IT Temporary Office of State Developer, Software Engineer, Network June 2018 — Services Courts Engineer, Data Architect, Business Analyst, Present Administrator Software Architect, Software Developer, (OSCA) Software Instructor Information The Board of Developer, Software Engineer, Network June 2018 — Technology Staffing Education of Engineer, Data Architect, Business Analyst, Present Services Baltimore Technology Support Consultant III, Systems County Software Staff Consultant Information Cook County Developer, Database Administrator, Network June 2017 — Technology Engineer, Systems Analyst, Software Present Consulting and Developer, Front End Developer, Network Support Services Control Technician 1II, Application Support Category 1— Technician Application Services IT Services MSA The Board of Developer, Software Engineer, Network Aug 2018 — Directors of Engineer, Data Architect, Business Analyst, Present Sanitation Personal Computer Support Specialist, District No. 1 Computer Operation Supervisor, Computer (SD1) Operator II, Information Systems Manager II Staff Augmentation NYCHA Project Manager, IT Manager, Application Oct 2018 — Services for IT and Developer, Database Administrator, System Present General Professional Architect, Business Analyst, Programmer, Developer, Software Developer On Call Professional The City of Developer, IT Analyst, Systems Nov 2018 — Temporary Services Minneapolis Administrator, Database Administrator, Present Business Analyst IT Professional Washington Project Manager, Software QA Analyst, Dec 2018 — Services Health Benefit Business Analyst, Software Architect, Present Exchange Software Developer, Software Instructor, On -Call Information Metro - Bi- Developer, IT Analyst, IT Systems Feb 2019 — Technology State Administrator, Personal Computer Support Present Consulting Services Development Specialist Infojini Inc. Response - 30 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services-. Infojini's capability Infojini has a strong database of candidates for positions/ Classifications requested under this RFP who could help us to fill the urgent requirements of the City in the Shortest Turnaround Time possible. The Bench Capability of Infojini helps the clients to hire prescreened consultants saving time in lengthy screening procedures. We have a strong pool of 90000+ Prescreened candidates requested in this RFP with 3000+ candidates available in and around CA area which helps us in placing the candidate within 3-5 days and providing resumes within 12-24 Hours. Our Recruitment team has access to 2 Million resumes through Jobdiva and Bullhorn that we use. Local Presence in California 424 Clay Street, San Francisco, CA 94111 811 Wilshire Boulevard, Los Angeles, CA 90017 1444 Fulton Street, Fresno, CA 93721 Our Overall Capabilities Figure 3- Overall Capabilities • Strong Government Experience across 30+ states and 150+ agencies: 1 4+ Ye a r s e x p e working with over 30 different states and over 150+ agencies across the United States providing IT professional services including the State of CA, State of TX, State of NC, State of VA, State of KS, State of IL, State of ND, State of FL, State of MD and many more. • Strong Recruitment and Delivery Team: A group of 100+ domain expert IT recruiters with specialized industry experience in recruiting staff with labor categories similar to that of this RFP and understanding of State of CaIiforni • Screened database of Local IT Resources - Database of 5,000 highly qualified local candidates. With our strong resume pool, City will have access to local screened resources in Santa Ana for the requested categories such as Application Programmer, Programmer Analyst Infojini Inc. Response 31 MParTn s"" a•crir roi 7a partnerr partner RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services-. .. Business Intelligence Specialist, Database Architect, Systems Programmer, GIS Specialist as soon as we receive the award notification. 14+ years of California Experience: Being a Local Vendor Infojini is successfully meeting the staffing and project management needs of the clients locally in California such as California Dept. of General Services, Superior Court of California, County of Los Angeles, County of Placer, Los Angeles County Office of Education, County of Sacramento, CaIPERS, California State University, County of San Mateo, The Metropolitan Water District of Southern California, The County of Fresno. Inland Empire Health Plan, Santa Clara County, The City of San Juan, City of Berkeley, North County Transit District, Port of Long Beach, Southern California Association of Governments, West Basin Municipal Water District, The City of Anaheim Human Resources Department, City of Los Angeles, Department of Transportation, City of Los Angeles, Department of City Planning, Superior Court of Imperial Court, The Golden Gate Bridge, Highway And Transportation District, California Administrative Office of Courts, California Correctional Health Care Services and California State Lottery. • Financially Stable with Strong retention Rate: A well -established financially stable company with an unused line of credit of $1.5 million that will enable us to scale quickly when required. Contractor D&B Paydex score of 80, which indicates timely payments to all our contractors. High customer satisfaction, D&B rating score is 96/100, and high retention rate. v. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting Infojini has been successfully providing IT Staffing and Project management services to government clients in California through its robust recruitment process. We can provide these s e r v i c e s a r o u n d t h e c l o c k, a f t e r b u s i n e s s h o great way to increase IT support and user satisfaction without significantly increasing cost. Following are the unique q u a l i f i c a t i o n s t h a t d i s t i n g u i s h staffing and consulting: Local Experience: - Infojini maintains a strong database of IT Professionals local to the Southern California Region and has successfully provided IT Professional Services on various mission critical projects to clients including but not limited to Judicial Council of California, Superior County of California — Los Angeles County, Los Angeles County Office of Education, Los Angeles Dept. of Transportation, Los Angeles Department of City Planning, Los Angeles Unified School District, and many more. Our strong local presence in the Southern California region makes us the low risk, high value vendor to the City. School Partnerships: Work closely and hire from more than 30 community colleges and local schools such as Harrison College, IVY TECH Community College, Westmoreland County Community College Partner with organizations like Black Girls Code, Write/Speak/Code and in-house initiative to provide technical handholding and online workshops Infojini Inc. Response - 32 Microsoft x,t-;�r, �� �,. partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional ServicesMMOM-. (a COLL�G S F- �MOMORCir C�Y�� O�ruro-r•f raclr��gl 8r��r.paf ��f�i{�[� J�F�X Figure 4- School Partnerships Veteran Hiring • We have multiple alliances with organizations focused on helping Veterans and their spouses to find civilian jobs • Collaboration with Reboot- A dedicated Veteran Hiring app that helps Veterans find the perfect job after a through psychometric analysis • Dedicated team of recruiters that specialize in Veteran Hiring • Participation in career fairs and events organized for veterans Veteran Hiring partnerships in California CaiJGBS hr.Irlttered a% Employer In COXIM Once a job requirement is postal Veterans wtll have a 24 hour window to apply hafora any of the other candidates on the portal. Large database ofVeterans throughout the antire state of CA ✓ Cert po!t jabs and re -mew rgsumaf Airman and Family Readiness Center ,/ They will send out jobs once a month 1000+ database All Verticals Work for Warriors (WFW) 1 '1414 Candidates Hired Since 201� ✓ Large Volume talent in San Francisco $ San Diego r send them the Jobs ano they will post them on job portal and Social MadIA Travis AFB Will post jobs once a week 1000+database All Verticals �#J Vandenberg AFB Many of their veterans have sgrurity [laaranca •' believe our hest avenue would be IT Fort Irwin AFB 1 ftye r far each requirement as this is the hest way to send out to the soldiers 1 Will poston Facebook(Marine Core, navy, Airfo rce) 1 Open to hrri ng events both at the base and 2oom sessions Infojini Inc. Response - 33 MIcrOSoft s"" a•crir roe ;7, partner partner RFP NO. 20-124 CIJINN Information Technology As -Needed Professional Services. .. Talent Pool Infojini maintains a strong database of IT resources local to the region who are readily available to work on various mission critical projects in a shortest turnaround time. The table below depicts our strong database of IT professionals available for the City: Position/ Classification #Consultants Placed #Prescreened Candidates available Application & Development Services 695 2250 Project Management & Business Analysis 350 1350 GIS Services 245 1320 Desktop Support & Helpdesk 360 1221 Network & Telecommunications Services 360 1850 Data Center & Operations 349 1275 Cybersecurity 338 1345 Direct Sourcing- TalentDome TalentDome is a tool developed by Infojini for unbiased Sourcing which applies technology to effectively choose the best candidates based solely on qualifications. We use TalentDome as an ` E m p l o y e e R e f e r r a l S y s t e m, ' vkhaitrzAing the fight talunt for the company in exchange for a reward. It was developed with a focus on diversity sourcing for creating a talent pool of qualified diverse candidates. TalentDome is an initiative for helping clients build strong, diverse teams with a fair and unbiased sourcing process where recruiters can anonymize and hide factors commonly associated with different forms of bias by selecting filters before executing a candidate search or sharing a review queue with a hiring manager. This will help in mitigating biasness related to Gender, appearance, ethnicity, age, School and cultural etc. which can be done by hiding information such as names, photos, Employer names, gender details etc. Automated Processes Infojini will use automated tools that enable us to automate and manage the entire recruitment lifecycle from recruitment management, applicant tracking, contract employee management, social recruiting, employer branding, candidate assessment & engagement, employee referrals, talent identification, evaluation & engagement till onboarding. Following are the tools that we will be using: - Talent Dome — Employee Referral and Sourcing http://tlentdome.infojiniconsulting.com - JobDiva — Timesheet Management and reporting http://www.jobdiva.com - SenseHQ & Mya Chatbot — Employee and Client Management http://www.sensehq.com - ADP- Payrolling vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability Financial Stability Infojini is a financially stable company with sales of more than $50M since its inception. We are growing every year since past 5 years. We are expecting a consistent sustainable growth of around t h e Infojini Inc. Response 34 Microsoft _�,�_w. partner partner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Servicesr,,.,�,.r�.,.,•,., 35 percent for this year driven by client and employee referrals and new contracts. Figure below depicts this trend 35 30 25 20 15 10 5 0 Infojini's Revenue Growth (in $ millions) for last 5 Years $31.3M $22.9M $14.2M $15.6M $9.7M 2015 2016 2017 2018 2019 Our Award- . "r ,. ja L fa wlF A}.I• A ToM Irlublb LYr�rl*�* rrr n.._-p..«.f..,s+vqjp Md 7W ICE AR/ �Y�L��Mt <11 IF Figure 5- Awards vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) Infojini Inc. Response: Please refer to the following samples: Infojini Inc. Response MIaf softs"" a•crir roe ;7, partnerfiner partner 35 RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. Resume — Database Administrator (MS SOL) Current Location: Walnut Creek, CA EmployerCurrent i Info'ini, Inc. 100% QualificationsSummary • 9+ years of professional experience working as an MS SQL Developer. • Gained proficiency with SQL Server, MS BI Stack, and Azure within complex environments within multiple industries. • Gained experience in formulating SQL scripts to analyze historical data and extract the required data to support management decisions. • Transformed a complex business logic into SQL stored procedures and user -defined functions. • Configured SQL database from scratch and to receive requests form Front-end. • Optimized TSQL stored procedure by recompile and fix parameter sniffing issue with the variable. Developed SQL scripts and stored procedures with multiple JOINS and SET operators per business requirements. • Created complex SQL statements with joins, subqueries, and correlated subqueries. CandidateMinimum Qualifications i• Experience with Microsoft . Candidate has 9+ years of professional experience working as SQL Server an MS SQL Developer. • While working with Kaiser Permanente from March 2019 — Present candidate gained the experience as follows: o Turned Business requirements into complex SQL Store procedures. • Performed automation of SSIS package using SQL job agents. • Created complex SQL for improving the performance of the Database. • While working with NAMM CAL from September 2018 — February 2019 candidate gained the experience as follows: o Formulated SQL scripts to analyze historical data and extracted the required data to support management decisions. • Transformed a complex business logic into SQL stored procedures and user -defined functions. • Optimized queries by modifying T-SQL queries and eliminating redundant data. Infojini Inc. Response - 36 Microsoft �. x,t-;�r, �� �,. partner partner RFP NO. 20-124 CIJINJ Information Technology As -Needed Professional Services_„��..,,..,,,•,,. While working with Conifer Health Solutions from May 2018 — September 2018 candidate gained the experience as follows: • Created technical design documents for existing SQL procedures and ETL processes. • Wrote SQL code with complex logic utilizing multiple temp tables and table variables. • Created SQL scripts with looping constructs for row by row operations as required. • Created SSIS package to import data into SQL tables from multiple Excel files with multiple sheets. While working with Speedway from February 2018 — May 2018 candidate gained the experience as follows: • Configured SQL database from scratch and to receive requests form Front-end. • Debugged procedures utilizing TSQL debugger and scalar and table variables. • Created SSIS packages to pull data from multiple sources and loaded it to SQL Server Database. • Developed SSIS packages to use logging with text and SQL table providers to ease debugging. • Checked In/Checked out SQL code and other DB objects in TFS. • Master of Science in Computer Science, The University of South Alabama, Mobile, AL • Bachelor of Science in Electronics and Communication, JNTU, India • Database: SQL Server 2016/2012, 2008/R2, Azure SQL • T-SQL Programming, Dynamic SQL • Data Modeling: ER -win, MS Visio • BI Tools: Power BI, Tableau • Integration Services (SSIS) • Analysis Services (SSAS, OLAP Cubes) • Reporting Services (SSRS, Report Builder) • Development Tools: BIDS, SSDT, SSMS • Microsoft Azure: • Cloud Services (PaaS & IaaS) • Azure SQL Database (PaaS) • Azure Storages (Blob, Tables, Queues) • Backup/Recovery • SDLC: Agile, Scrum, Waterfall, and Spiral Infojini Inc. Response - 37 M icrosoft s"" a•cri r ro i ; 7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. • Collaboration Tools: SharePoint, JIRA • Source Control: Team Foundation Server (TFS), GIT Kaiser Permanente, Walnut Creek, CA March 2019 — Present SQL/SSIS Developer • JRD Meeting with clients to gather business requirements. • Turning Business requirements into complex SQL Store procedures. • Functional and Stress testing of Store procedures. • Using SSIS package to Extract, Transformation, and loading into a shared network location. • Automation of SSIS package using SQL job agents. • Created complex SQL for improving the performance of the Database. • Created a Confluence page for daily reports. • Trained in the EPIC system (Clarity). NAMM CAL, Ontario, CA SQL/ETL Developer September 2018 — February 2019 • Participated in JRD sessions to gather requirements and outline functional requirements. • Defined multiple constraints in the logical phase of the data modeling life cycle. • Created a data mapping document (DMD) by analyzing data sources and mapping to data mart schema. • Formulated SQL scripts to analyze historical data and extracted the required data to support management decisions. • Transformed a complex business logic into SQL stored procedures and user -defined functions. • Optimized queries by modifying T-SQL queries and eliminating redundant data. • Prepared the complete data mapping for all the migrated jobs using SSIS. • Used ETL (SSIS) to develop jobs for extracting, cleansing, transforming, and loading data into a data warehouse. • Designed complex SSAS cubes with fact measures groups and multiple dimension hierarchies. • Managed report delivery schedules by configuring standard/data-driven subscriptions within the report manager. • Delivered on -demand and scheduled reports for business analyses in SSRS. Conifer Health Solutions, Encino, CA May 2018 — September 2018 SQL/ETL Developer • Created technical design documents for existing SQL procedures and ETL Infojini Inc. Response - 38 ParinMs""acriraroi 7a partnerr partner RFP NO. 20-124 CIVIJINJ Information Technology As -Needed Professional Services .:��...• • .. • Developed Store Procedures and user -defined functions to implement business logic and calculations. • Wrote SQL code with complex logic utilizing multiple temp tables and table variables. • Created SQL scripts with looping constructs for row by row operations as required. • Handled runtime errors with try -catch and other error functionality. • Created SSIS package to import data into SQL tables from multiple Excel files with multiple sheets. • Utilized script tasks in SSIS packages to make customized Excel reports. • Scheduled SSIS packages utilizing job agents during off -hours. • Developed SSRS reports with drill -down functionality to provide the required info. Speedway, Enon, OH SQL Developer February 2018 — May 2018 • Participated in daily scrum meetings to update the status of the tasks. • Configured SQL database from scratch and to receive requests form Front-end. • Provided documented solutions to the team related to design and development. • Developed well -designed procedures to manipulated data from front end applications • Added error handling techniques in procedures utilizing the @@error and try -catch blocks. • Debugged procedures utilizing TSQL debugger and scalar and table variables. • Created SSIS packages to pull data from multiple sources and loaded it to SQL Server Database. • Handled runtime errors in SSIS packages for OnError and OnTaskFailure events utilizing event handlers. • Developed SSIS packages to use logging with text and SQL table providers to ease debugging. • Designed different reports in SSRS with appropriate formatting according to business requirements. • Checked In/Checked out SQL code and other DB objects in TFS. Aetna, Scottsdale, AZ January 2017 — February 2018 SQL Database Engineer • Collaborated in JRD sessions with the project manager and business analyst to analyze the project -goals and prepare BRD documents. • Created stored procedures, triggers, user -defined functions, and views for newly added OLAP data. • Utilized joins, subqueries, temporary objects temporary tables, table variables, and CTEs in writing complex queries and storing data. • Implemented business in TSQL query through case statement and looping structure. • Optimized TSQL stored procedure by recompile and fix parameter sniffing issue with the variable. • Utilized explicit transactions to maintain ACID properties for queries and Infojini Inc. Response 39 MP,grinerr ....... . JIMixt-acrrroi'�1, partnpartner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services. .r�• . • . • Created a partition scheme to improve the performance of queries, reduced contention, and increase data availability. • I mpl ement ed a p p r o p r i at e er r or handl i error, and various other system functions to robustly handle errors per business requirements. • Created clustered, non -clustered indexes including covering and filtered index by analyzing execution plans to further improve the performance of slow running SQL statements. • Designed dimensional model architecture identifying required dimension and fact tables. • Implemented packages in SSIS to extract data from source systems and resolved issues associated with finding data. • Performed data cleansing operations during the ETL process utilizing transformations such as derived column, data conversion, and fuzzy lookup. • Utilized event handlers to handle errors and implemented logging in SSIS to store detailed information. • Implemented Team Foundation Server TFS as Version Management for Microsoft Technologies. Helm360, San Diego, CA October 2015 — January 2017 SQL SSIS Developer • Provided technical and functional support for the project team and participated in documentation reviews. • Conducted design reviews with the business analysts and ensuring the feasibility of the logical and physical design models. • Redesigned and tuned stored procedures, triggers, UDF, views, indexes to increase the performance of the slow running queries. • Configured join statement in TSQL code combining data from numbers of data sets. • Wrote While statement in TSQL to loop through a table on a row -by -row basis per business requirements. • Developed SQL scripts and stored procedures with multiple JOINS and SET operators per business requirements. • Identified and removed duplicates from tables utilizing ranking functions and CTEs. • Created DDL statements for index rebuilds and reorganized to relief influence from index fragmentation. • Created source -to -target data mapping documents to streamline the transfer of data from logical to physical data models. • Designed dynamic SSIS packages to transfer data across multiple platforms, and performed data profiling to validate data. • Utilized different SSIS properties to optimize the ETL process both in data flow and control flow level. • Implemented different strategies to control errors in data flow and control flow levels during the ETL process utilizing precedence constraints and event handlers. • Implemented TFS for BI application and SQL code source control. Infojini Inc. Response 40 Microsoft _�,�_w. partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. Sun Trust Bank, Atlanta, GA February 2014 — October 2015 SQL Server Developer • Identified technical and functional specifications based on project requirements in JRD meetings. • Performed dimensional modeling with ER -win; designed and built relational data mart. • Constructed T-SQL statements to fetch data from company OLTP and performed various DML operations. • Created triggers on tables to audit DML operations and store transaction details. • Built user -defined function in SQL Server to calculate the complex business formula. • Optimized existing stored procedures by evaluating indexing and partitioning large tables. • Developed and implemented capacity expansions to ensure scalable production databases. • Implemented slowly changing transformations with SSIS to maintain historical data in the data mart • Created SSIS packages to pull out the data from different sources and uploaded it to SQL Server Database. • Designed SSIS packages utilizing various transformations such as multicast, merge join, lookup, fuzzy lookup, and fuzzy grouping. • Utilized script task with C# programming heavily to extend the SSIS functionality. • Collaborated with team members on project updates by checking in and checking out on TFS. Pan-American Life Insurance Group, New Orleans, LA July 2012 — December 2013 Database Developer • Collaborated with the business users for ETL application enhancements with JRD sessions to capture, document the BRD, and transform the relevant /approved BRD into SRS/FRS. • Created the T-SQL script to generate all the tables and relationships based on the finalized ER -Diagram. • Implemented error handling techniques such as try catch blocks, error functions in T- SQL scripts to fine-tune query performance. • Implemented CTE in SQL script to simplify the main SQL query logic helping debug. • Utilized SSIS transformations for data scrubbing and validation checks before loading into the data mart • Debugged SSIS packages with features such as breakpoints, data viewers, and checkpoints. • Mapped documents and developed logic for data migrations, data imports, initial loads, and incremental loads. Infojini Inc. Response Microsoft 111ft- 41 x,t-;�r, �� �,. partner partner RFP NO. 20-124 CIJINN Information Technology As -Needed Professional Services_,,.,�,.,,..,,,•,,.,, Monitored and configured SSIS packages for dynamic execution; deployed packages to the testing environment. Collaborated with cross functional teams with multiple versions of database applications utilizing Team Foundation Server (TFS). SSI Group, Mobile, AL SQL Developer August 2011— June 2012 • Modified existing databases with tables and relationships and applied necessary constraints according to requirements. • Created complex stored procedures to read data from multiple sources in multiple databases/servers. • Created complex SQL statements with joins, subqueries, and correlated subqueries. • Utilized BCP and Bulk Insert command to transfer business -related data between SQL Server and flat files. • Created T-SQL procedures to generate DML scripts that modified database objects dynamically based on user inputs. • Involved in improving the performance of slowly running queries utilizing a multitude of optimization techniques such as indexing/partitioning strategies, restructuring the existing SQL code, and analyzing the execution plan. • Supported DBA activities such as back-up operations including full backup, differential, and log backup along with setting up appropriate Isolation. Resume: Programmer/Developer (.NET, C#, VB.NET) Current Location: Los Angeles, CA Infoiini, Inc. 1 100% • 15+ years of experience in analysis, design, and development of client/server, web -based and n- tier application, and practical experiences with Agile & Scrum and the general software lifecycle. • Expert in developing windows applications, web applications, windows services, and web services in Microsoft Visual Studio IDE using C#.Net, VB.NET, ASP.NET, ADO.NET, and SQL Server. • Extensive experience in SQL Server Database design, Database maintenance, developing T- SQL queries, stored procedures, and triggers using SQL Server 2000, SQL Server 2005, and SQL Server 2008. In-depth knowledge of various platforms, software systems, and servers. • Experience working with web client -side technologies such as JavaScript, AJAX, CSS, jQuery, etc. • Excellent communication skills with a strong background working directly with coworkers and clientele to identify business objectives and establish requirements and ability to multitask and flexibilitv to adiust to chanainQ priorities Infojini Inc. Response - 42 ParinMJIM s"" a•crir roi 7a partnerr partner RFP NO. 20-124 CIJINN Information Technology As -Needed Professional Services-.. .. CandidateMinimum Qualifications Minimum 5 years of . Developed web applications using VB and ASP.net web forms full stack ASP.NET while working for Los Angeles County of Education (May 2019 — development Present) experience • Developed web applications using VB and ASP.net web forms while working for Infosys (May 2018 — Nov 2018) • Developed web applications using VB and ASP.net web forms while working for Kaiser Permanente (Nov 2017 — Dec 2017) • Developed web applications using VB and ASP.net web forms while working for Combined LA Westside MLS (Jan 2015 — May 2017) • Converted application from VB 6 to ASP.NET Webforms using VB .NET while working for Data Ticket (July 2014 — Sept 2014 Minimum 1 full years . Developed web applications using Angular 7 forms while working of intensive Angular for Los Angeles County of Education (May 2019 — Present) 2+ development experience • Develop responsive web applications using Bootstrap, MVC 5, AngularJS, and C# while working for Combined LA Westside MLS Jan 2015 — May 2017 Extensive proficiency • Developed front end of the web application using CSS, Angular 7, on web front end JavaScript, and HTML while working for Los Angeles County of development Education (May 2019 — Present) • Developed front end of the web application using CSS, Angular 7, jQuery, AJAX, JavaScript, and HTML while working for Infosys (May 2018 — Nov 2018 Strong and expedient . Developed web applications using VB and ASP.net web forms coding skills with C#, while working for Combined LA Westside MLS (Jan 2015 — May ASP.NET MVC, 2017) ASP.NET Core, ASP.NET Web API, . Develop responsive web applications using Bootstrap, MVC 5, JQuery, JavaScript, AngularJS, and C# while working for Combined LA Westside MLS CSS (Jan 2015 — May 2017) • Converted web application from Classic ASP to ASP.NET Webforms using C# and Telerik Controls while working for First American Title Feb 2014 — June 2014 Relevancy of Education, Training, Certifications, and Licenses • Master of Science in Computer Science, National University, San Diego, CA, March 12 • Bachelor' s d e g r e e i n C o in p iCblle e of New JerseA Aug91 Infojini Inc. Response M- 43 ICE ei s"" a•crir roi �7, partnmer partner RFP NO. 20-124 CIANI Information Technology As -Needed Professional Services. .r�• . • . • Associates of Science Atlantic Citv Cabe Communi • Programming Skills: C#, AngularJs, Angular 2,4,5,6,7, TypeScript, React, Xamarin, VB.NET, ASP.Net, AJAX, PHP, C++, XML, LINQ, WCF, JSON, JavaScript, Entity Framework, MVC, jQuery, KnockOut, CSS, ActionScript 3.0, HTMLS, XHTML, Objective C, and Java. • Database: SQL Server 2000, SQL Server 2005, SQL Server 2008, SQL Server 2012, and MYSQL. • Software Application: Visual Studio 2017, Elastic Search, XCode, Eclipse, CodeSmith, SharePoint Designer, Crystal Reports, Visio, Dreamweaver CSS, Visual Source Safe, SVN, TFS. Adobe Photoshon. PowerPoint. Flash CS5. Los Angeles County of Education date Angular Developer 05/2019 — till • Develop web applications using Angular 7 and C#. • Developed database and related table. • Developed front end of the web application using CSS, Angular 7, JavaScript, and HTML. • Developed angular forms. • Developed web services using Web API. • Wrote stored procedures to query data. • Developed web applications using VB and ASP.net web forms Infosys .Net Lead Web Developer 04/2018—11/2018 • Develop responsive web applications using Bootstrap, MVC 5, Angular 7, and C#. • Developed database and related table. • Developed front end of the web application using CSS, Angular 7, jQuery, AJAX, JavaScript, and HTML. • Lead a team of ten developers to develop the healthcare -related application. • Developed web services using Web API. • Wrote stored procedures and LINQ Queries to query data • Developed web applications using VB and ASP.net web forms Kaiser Permanente 12/2017 .Net Web Developer 11/2017 — • Develop web applications using web forms and C#. • Developed database and related table. • Developed web applications using VB and ASP.net web forms • Developed front end of the web application using CSS, jQuery, AJAX, JavaScript, and HTML. • Wrote stored procedures to query data. Infojini Inc. Response - 44 ParinMs"" a•crir roi 7a partner I partner RFP NO. 20-124 COANFJINI Information Technology As -Needed Professional Services Combined LA Westside MLS, Los Angeles, CA 01/2015 — 05/2017 Software Engineer • Develop responsive web applications using Bootstrap, MVC 5, AngularJS, and C#. • Developed database and related table. • Developed front end of the web application using CSS, AngularJS, jQuery, AJAX, JavaScript, and HTML. • Developed web applications using VB and ASP.net web forms • Used Elastic Search for efficient data searches. • Developed web services using Web API. • Developed map application using Bing Map 7. • Wrote stored procedures and LINQ Queries to query data. Data Ticket, Newport Beach, CA 07/2014 — 09/2014 Software Engineer • Converted application from Vb 6 to ASP.NET Webforms using VB.Net. • Developed database and related table. • Developed front end of the web application using CSS, jQuery, AJAX, and HTML. • Wrote Stored Procedure. First American Title, Santa Ana, CA 02/2014 — 06/2014 Software Engineer • Converted web application from Classic ASP to ASP.NET Webforms using C# and Telerik Controls. • Developed database and related table. • Developed front end of the web application using CSS, HTML. • Developed Web Services using WCF. Hewlett Packard, San Diego, CA 09/2013 — 02/2014 Software Engineer • Developed web application with Bootstrap, and C# MVC4 design pattern. • Developed Mobile applications using C# and Xamarin. • Developed web applications using C# and ASP.net web forms. • Developed database and related table. • Developed web applications using Java. • Developed web services using WCF. New American Funding, Tustin, CA 06/2013 — 08/2013 Software Engineer Infojini Inc. Response Microsoft s"" a•crir roi ;7, partner partner 45 RFP NO. 20-124 CIJ I1 Information Technology As -Needed Professional Services. • Developed web application with Visual Studio 2010 using Agile methodology and MVC4 design pattern. • Developed Google charts using jQuery, JSON, and AJAX. • Developed web applications using VB and ASP.net web forms. • Developed web applications with Bing and Google maps using JSON and jQuery. • Developed database and related table. • Developed graphics using Adobe Photoshop and Fireworks. • Analyze software requirements to determine the feasibility of design within time and cost constraints as well as perform requirements analysis, preliminary design, detailed design, code, and unit testing of software. Collectors Universe, San Ana, CA 04/2011- 02/2013 Software Engineer (full time) Barona Casino, San Diego, CA 04/2006 — 04/2011 Software Engineer (full time) Pro Sat System, San Diego, CA 09/2005 — 11/2005 Software Developer Contract Scripps Health, San Diego, CA 05/2005 - 09/2005 Web Programmer (Contract) Capital Hunter, San Diego, CA 08/2004 - 02/2005 Web Developer (Internship) Resorts Casino, Washington, DC 09/2001 - 08/2004 Finance Clerk (full time) The Richard Stockton College of New Jersey, Pomona, NJ O1/2001 - 08/2001 Computer Specialist American Electronics Association, Washington, DC 05/2000 - 09/2000 Web Developer (Internship) Inc. Resume — Project Lead Current Location: Los Angeles, CA 100% • Worked as a Program Director & Senior Project Manager with over 20 years of progressive consulting experience in Information Technology coupled with a strong background in Project Management, extensive Agile & Waterfall Software Development Life Cycle experience, with a 100% implementation success rate, working in a Scrum Product Development Framework, Infojini Inc. Response x, _;T-fl,_}rq,.v 46 Microsoft , ..,�_w. Partner partner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services. .r�• . • . leading Business Process Re -Engineering efforts, along with facilitating Joint Application Design (JAD) sessions to meet large organizations tactical and strategic organizational goals. • He has gained excellent experience while working in the following fields: Health Care, Education, Utilities, Manufacturing, State and Local government, and Telecommunications. • His strengths include being a certified Scrum Master, actively facilitating JAD facilitation sessions, project planning, holding daily scrum meetings, holding Sprint Review & Retrospective meetings, managing multiple concurrent projects, and developing documentation templates. • His superior skill set has led him to be one of the top performers and experts in Health Care, Education, Utilities, Local Government, State Government, Manufacturing, and Telecommunication industries. 5+ years into project Candidate has 10+ years of experience into project management. management • While working for Judicial Council of California from Feb 2018 — Present, candidate gained the experience as mentioned below: o Created a Hybrid Agile/Waterfall Methodology which leverages scrum meetings, sprints within an Iterative/Incremental Development Life Cycle, which allowed 5 individual modules to be stood up independently o Oversaw and implemented a highly complex software — Contact Management System (CMS), which was utilized across the organization which directly improved end -user satisfaction, significantly reduced risk of operational failure due to unsupported technical architecture, and supported new business processes o Created key project deliverables which provided clear direction to the overall Pretrial Program Project direction. These artifacts included a defined Scope and Objectives, a detail Project Charter, Communication Plan, Project Organizational Chart, Project Overview Diagram, Project Schedule, Risk Management Log, Roles and Responsibility Matrix, Contact Matrix, Project Dependencies and Constraints, Project Success Factors, and a Project Flexibility Matrix • While working for Catholic Health Initiative/Dell/EMC from Sept 2016 to July 2017, candidate gained following experience: o Developed a technical requirement document which identified the clinical desktop standardization of software applications o Responsible to oversee the testing efforts covering 56 applications and User Acceptance Testing (UAT) activities which encompassed 50 clinical staff end users • While working for Advance Solutions from Jan 2013 to Aug 2016, candidate gained following experience: Infojini Inc. Response M,grin Ps"" a•crirar i 7, partnerr partner 47 RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services. .r�• . • . o Gathered detail functional requirements and perform requirement review sessions with the development team o Develop web content, screen design, wireframes and application system flows utilizing MS Visio to provide a detail user story for the developers to leverage in the development phase of the project At least five (5) years of Candidate has 10+ years of experience into project management. experience in managing IT related projects and • While working for Judicial Council of California from Feb 2018 — must demonstrate a Present, candidate gained the experience as mentioned below: leadership role in at o Created a Hybrid Agile/Waterfall Methodology which least three successful leverages scrum meetings, sprints within an projects that were Iterative/Incremental Development Life Cycle, which allowed delivered on time and on 5 individual modules to be stood up independently budget. o Oversaw and implemented a highly complex software — Contact Management System (CMS), which was utilized across the organization which directly improved end -user satisfaction, significantly reduced risk of operational failure due to unsupported technical architecture, and supported new business processes o Created key project deliverables which provided clear direction to the overall Pretrial Program Project direction. These artifacts included a defined Scope and Objectives, a detail Project Charter, Communication Plan, Project Organizational Chart, Project Overview Diagram, Project Schedule, Risk Management Log, Roles and Responsibility Matrix, Contact Matrix, Project Dependencies and Constraints, Project Success Factors, and a Project Flexibility Matrix • While working for Catholic Health Initiative/Dell/EMC from Sept 2016 to July 2017, candidate gained following experience: o Developed a technical requirement document which identified the clinical desktop standardization of software applications o Responsible to oversee the testing efforts covering 56 applications and User Acceptance Testing (UAT) activities which encompassed 50 clinical staff end users • While working for Advance Solutions from Jan 2013 to Aug 2016, candidate gained following experience: o Gathered detail functional requirements and perform requirement review sessions with the development team o Develop web content, screen design, wireframes and application system flows utilizing MS Visio to provide a detail user story for the developers to leverage in the development phase of the project Infojini Inc. Response M icrasaft Partner Aft�x,t-z.:�, . 48 partner RFP NO. 20-124 CIJINN Information Technology As -Needed Professional Services. .. • California State University, Sacramento, CA, B.A. Organizational Communications • Sierra College, Rocklin, CA, A.A. Business Management Certification: • American Academy of Project Management, Metairie, LA, Certified Master Project Manager • Scrum Alliance, San Mateo, CA, Certified Scrum Master • Management and Strategy Institute, Downington, PA, Certified Six Sigma Lean Professional • Management and Strategy Institute, Downington, PA, Certified Change Management Specialist Training Enic Universitv. V MvChart Module • Hardware: Desktop Computers, Laptops, and Handheld Devices • Software: MS Word, MS Excel, MS PowerPoint, MS Outlook, MS Project, MS Visio, Adobe Cold Fusion, SharePoint, Clarity, and Drupal • Database: Oracle 12c, SQL Server, and MySQL • Programming Languages: Java, Objective C, C, C++, PHP, Visual Basic, Perl, and Javascript • Operating Systems: Linux, Unix, Windows 2000, Windows 7, Windows Vista, Windows, Android, and iOS • Healthcare Systems: Citrix XenDesktop, XenApp, Imprivata Single Sign, Varian ARIA Medical Oncology EMR, GE MUSE Cardiology Information System, RL Solutions Risk Health Incident Reporting, B a x t e r ' s S] (PACS), Philips Radiology Information System (RIS), General Electric (GE) Centricity RIS, MedInformatix RIS, Intouch, Epic MyChart, General Electric IDX, Consumer Broker Online Portal (CBOP) (Insure Connect Quoting, InsureConnect Enrollment and Installation, and InsureConnect Rating), IFP Installation Automation (IIA), LDI, RTMS-FileXpress, SeeBeyond, and Software. • UC Academic Systems: Online Payroll/Personnel System (OLPPS), Payroll Processing System (PPS), and Automated Personal Action Form System. • Manufacturing System: Clarify (CRM) • Utility Systems: CC&B/CorDaptix, CCMS, CISPLUS, GENESIS/SPL, CIS, ABS, MITSS, and FAS • Telecommunication Systems: EDI, RMI, RM, CLEO, and SORD • State/Local Government System: Judicial Information System (JIS), California Welfare Information Network (Ca1WIN) Judicial Council of California (JCC) Present Sr. Project Manager (Consultant) Nov 2019 — Legislative Implementation — SB 10 Pretrial Release and Detention Pretrial Project Infojini Inc. Response M ICfOSQFk Partner ix�t-a•crirn'r<•1 partner 49 RFP NO. 20-124 CIMN] Information Technology As -Needed Professional Services. .. • Sphere headed working with 7 separate California County Court Pretrial Programs which included on -site visits, weekly project status meetings, maintaining and monitoring active action item lists and issue logs, creating and maintaining detail Implementation Plans, overseeing Data Extractions of Court, Probation and Jail demographics details • Directly involved with enabling various Courts to implement Pretrial Risk Assessment Tools (PSA, ORAS, and VPRA/VPRA-I) • Work directly with Presiding Judges, CEOs, CIOs, Chief Probation Officers, Deputy E x e c u t i v e O f did jucdieiai staff to &Aare project deliverables were met and/or exceeded by the program standards • Created key project deliverables which provided clear direction to the overall Pretrial Program Project direction. These artifacts included a defined Scope and Objectives, a detail Project Charter, Communication Plan, Project Organizational Chart, Project Overview Diagram, Project Schedule, Risk Management Log, Roles and Responsibility Matrix, Contact Matrix, Project Dependencies and Constraints, Project Success Factors, and a Project Flexibility Matrix • Facilitated multiple efforts with the Courts, Probation, and Jail staff on the development of As -Is (Current State) and To -Be (Future State) Business Process Swimlane Diagrams that allowed the business to understand the current and future workflows, gaps and areas of opportunity to create a successful Pretrial Program • Provided Detail Project Status Reports on current project activities, success, b a r r i e r s/ c h a t l e n g e s a n d n e x t s t e p s o f • Created a Journal Technology Pretrial Community within the JCC to address Best Practices, Common Configuration Issues & Solutions, created a collaborative environment, so that the Courts could discuss challenges utilizing the application, how they could levera g e e a c appl i cat i on knowl edge and r es of ve p a i n • Work internally with Data Analytics, Enterprise Architecture, and the IT Executive staff to ensure project success was maintained and key deliverables were being met within the Program • Successfully applied a Hands-on Project Management Approach which creates synergy within each project team, staff empowerment, which removed barriers and obstacles to ensure overall project success Environment: Court Management System — eCourt, Tyler Supervision, Adobe Cold Fusion, Javascript, Oracle 12c, SVN, Fusion Reactor, Jira, Planview PPM Pro, Microsoft Office Applications (Word, Excel, Visio, OneNote, PowerPoint, Project, Outlook) Judicial Council of California (JCC) Feb 2018 — June 2019 Sr. Agile Project Manager (Consultant) Customized Software Development - Contact Management System (CMS) • Motivated and mentored a poorly performing project group into a highly focus accountable agile project team, which exceeded the target implementation date by 60 days • Directly responsible for overseeing and implementing a highly complex CMS, which was utilized across the organization which directly improved end -user satisfaction, significantly Infojini Inc. Response - 50 Parin Ms""a•crirzrsi ,...�r..—,.•• partner Partnef I RFP NO. 20-124 CMIJINJ Information Technology As -Needed Professional Services .:,��.., •,.,•,., reduced risk of operational failure due to unsupported technical architecture, and supported new business processes • Responsible for managing and shaping a development team made of Senior Application & Database Developers, Business/System Analyst, Subject Matter Experts (SMEs), and User Acceptance Testers • Created a Hybrid Agile/Waterfall Methodology which leverages scrum meetings, sprints within an Iterative/Incremental Development Life Cycle, which allowed 5 individual modules to be stood up independently. This required the execution of over 1100 project tasks to be completed within a very short timeframe. • Starting with Phase II of the Project Dorian changed the project methodology from an Agile/Waterfall Methodology to a full Agile approach which increased the Sprints overall velocity by 232% • Developed detail Cutover Plans that provided transparency for all deployment assigned activities, which directly led to successful Sprint Implementations • Crafted, maintained, and presented key project artifacts for each Project Phase Gate Review. All Phase Gate reviews passed on the initial walkthrough of these key project artifacts • Oversaw the development of Test Cases/Scripts, Test Plans, Unit Testing, Functional Testing, Smoke Testing, and User Acceptance Testing, which encompassed 60 Project Team Members, SMEs and UAT Testers • Successfully created and delivered a stellar Deployment and Communication Plan along with oversaw all Training activities of which would impact the JCC user community • Utilized project Agendas, Meeting Minutes, MS Project, Jira for Deliverable & Issue Management, Planview PPM Pro — for Project Intake, Executive Status Reporting, Project Health, and managing project expectations Environment: Adobe Cold Fusion, Javascript, Oracle 12c, SVN, Fusion Reactor, Jira, Planview PPM Pro, Microsoft Office Applications (Word, Excel, Visio, OneNote, PowerPoint, Project, Outlook) Catholic Health Initiative/Dell/EMC, Denver, CO Sept 2016 — July 2017 Sr. Project Manager (Consultant) Virtual Desktop Infrastructure Deployment (VDI) • Responsible for overseeing and managing a large complex Virtual Desktop Infrastructure project that consisted of Citrix XenDesktop, XenApp, and Imprivata Single Sign -On that covered two hospital facilities and 1500 endpoints • Worked directly with Endpoint Engineers, Solution Architects, Citrix Engineers, Clinical staff and Senior management to meet project goals and objectives • Led hyper agile meetings, documented project meeting minutes, action items and complex technical issues resulting in 163-page issue log that ensure the project met an aggressive fast track timeline • Managed technical resources in a desktop reimaging effort that encompassed 600 desktops • Developed a technical requirement document which identified the clinical desktop standardization of software applications Infojini Inc. Response � - 51 Microsoft x,t-;�r, �� �,. ,...�r... partner Partnef I RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services-. • Responsible to oversee the testing efforts covering 56 applications and User Acceptance Testing (UAT) activities which encompassed 50 clinical staff end -users • Implementation of High Availability Print Solution which encompassed UniPrint Mapping of 1428 printers along with upgrading of 360 Ricoh Print Drivers • Worked with a large number of technology vendors along with working in a matrix environment that was made up of very large virtual teams • Insured that ambiguity was removed from the project direction and all project participants understood precisely the deliverables that needed to be achieved Environment: Citrix XenApp & XenDesktop, Liquidware Labs Stratosphere — Profile Unity, Imprivata SSO, VBlock, Wyse devices, App V, Syncplicity, Microsoft Office Applications (Word, Excel, Visio, SharePoint, PowerPoint, Project, Outlook) Advance Innovative Solutions (AIS), Oakland, CA January 2013 — August 2016 Project Manager/Project Lead E-Commerce • Analyze new market approaches to tap into a 33.3 billion dollar personal care global market arena • Performed market research to understand market requirements and initiative innovative product development • Gathered detail functional requirements and perform requirement review sessions with the development team • Proactively manage external offshore vendor relationships regarding all product design, application development and manufacturing aspects of the product line • Research and refine an extensive range of personal care product trends that provided the avenue for a meaningful brand strategy • Evaluated and performed an in-depth study of personal care product lines to assess opportunities for organic growth • Oversaw all creative graphic design material, design concepts, and 3D concept models • Develop web content, screen design, wireframes and application system flows utilizing MS Visio to provide a detail user story for the developers to leverage in the development phase of the project • Wrote usability test scripts and performed usability testing, collected detail testing feedback and revised designs to the development team • Responsible facilitating and managing weekly virtual meetings with external vendors overseas to determine project progress and status • Highly successful in developing long term business relationships and thorough contracts which resulted in development and design cost containment. Responsible as the focal point for all contractual issues, modifications and/or project change requests Environment: Linux Server, Redhat6, PHP, MySQL, CSS3, HTLM5, JQuery, Ajax, Microsoft Office Applications (Word, Excel, Visio, SharePoint, PowerPoint, Project, Outlook, Lyric) Infojini Inc. Response - 52 Microsoft x,t-;�r, �� �,. partner partner RFP NO. 20-124 CONAFJINI Information Technology As -Needed Professional Services .:,.-. ...,1 PeaceHealth, Vancouver, WA Feb 2014 — Oct 2015 Senior Project Manager (Consultant) Sutter Health, Sutter Physician Services (SPS), Sacramento, CA May 2011— Oct 2012 Consulting Program Director University of California San Francisco, San Francisco, CA Apr 2010 — Oct 2010 Senior Portfolio Project Manager (Consultant) Kansas City Power & Light, Kansas City, Missouri July 2008 — Oct 2008 Senior Project Manager (Consultant) Blue Shield of California, San Francisco, California Feb 2006 — July 2008 Oversight Project Manager Department of Human Assistance (DHA), Sacramento, California July 2004 — Sept 2005 Senior Project Manager (Consultant) Department of Justice (DOJ), Sacramento, California Apr 2003 — Nov 2003 Senior Project Manager Consultant Pacific Gas & Electric (PG&E), San Francisco, California July 2001— July 2002 Senior Project Manager/Senior Consultant Pacific Gas & Electric (PG&E), San Francisco, California Oct 1998 — Feb 2000 Senior Management Consultant viii. List of the types of technology specialties for which the Proposer provides temporary placements or consulting services. (For example, if you only provide consulting services for a specific product or skill -set, please specify.) Below is the partial list of areas where we could support the City due to our past experience of providing similar services in the IT verticals given below: IT Infrastructure Enterprise SAN/ NAS Storage IT Application •Development Enterprise Resource Planning Web Designing Datacenter Transformation Application Deployment Web Development Network and IT Security Project Management Quality Assurance Unified Communication Business Analysis Scripting Converged Architecture Software Engineering Open -Source Platforming Service Desk Implementation Application Domain Security Graphics Designing Capacity Optimization Monitoring E-commerce System Analysis Application Development Subject Matter Expertise Technology Assessment Sand -box Testing UI/UX Designing Infojini Inc. Response � - 53 ParinMs"" a•crir roi 7a partnerr partner RFP NO. 20-124 Information Technology As -Needed Professional Services (;1FJiN1 Data Security Salesforce Content Writing Network Automation User Acceptance Testing Traffic Monitoring Datacenter Migration Software Designing and Coding Web Maintenance Setup & Configuration Bug Identification and Bug Fixing SEO Infrastructure Analysis and assessment Customer Relationship Management Content Management System Disaster Recovery Cloud Computing Data Migration to Cloud Application Rationalization Cyber Security Business Intelligence Hosting Data Analytics Database Administration Billing Optimization Service Oriented Architecture Database Development SharePoint Enterprise Integration Data Management Amazon Web Services Embedded Management Systems Database Designing SaaS/PaaS Performance Testing System Administration Data Mining/Warehousing Penetration Testing Database Architecture Virtualization and Private Cloud Risk Mitigation Data Programming Data Integration Security Architecture Database Monitoring Business Continuity Governance & Regulatory Compliance Data Analysis Technologies for which Infojini supported its Government clients C#, .Net, asp.NET, SQL, JAVA, Jscript, Visual Basic, Perl, PHP, C, C++, HTML 5, MVC, PLSQL, NATURAL/ADABAS, MySQL, Python, Oracle Data Warehousing, ETL, VDX, IIS, TOAD, Tomcat, Apache, HP Quality Center, JIRA, Curam, SQL Server, ColdFusion, Windows 2003/2008 servers, Active Directory / DNS, SAN, Lotus Notes, Workday, Domino, VMware Site Recovery Manager (SRM), Solaris, Linux, UNIX, EMC, iOS, Android, SharePoint, SAP, COBOL, PowerBuilder, IOS SDK (iPhone), Oracle I Og/9i/8i, SQL Server 2005, MS Access, T- SQL, Microsoft SQL, PL/SQL, SSIS, SSRS, BIDS, Web sphere, Microsoft Net, Windows, Linux, Mac OS, HEAT, Remedy, PCs, Laptops, Telephony Systems, Printers, Routers, Modems, LAN & VPN/Remote Connectivity, TCP/IP, Cisco router/switch , NetWare Servers, Exchange Server 2010, 2013, Citrix, Active Directory/Group Policy, Citrix XenApp/XenServer, MS Office, Windows2000, Windows ME, Windows XP, Windows Vista, 7, 8, Linux, Unix, iOS, MS DOS, End -user Training & Support, Networking, VOIP, DNS and DAG, VMware, Citrix, & Virtual PC Windows Server Network Managements & Security: firewalls, viruses & router configuration Symantec Vault, Mobile Device Management: iOS, Android, Windows Phone, /GOOD, Airwatch, BES MS Office 2003 - Cloud 365 MS SharePoint, DB2 UDB V8.1, V9.1, V9.5, V9.7 and V10.1, V10.5 etc. ix. List of any unique qualifications and/or experience that distinguish the Proposer Is ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services or qualifications. Infojini Inc. Response � - 54 Parin Met Aft s"" a•crir roi 7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. Inf jinn's Unique Qualifications Taaght Fngagrmrn I Solu4ons by SE!"5EHQsu01 as NP$5urv4` . feadUackSurveys, Satisf ctian Surveys, ChaAot Fpr f Me.FMnW n eeds Infofrnr has an ability to lyrpvide 9. cansuftantwiihrn 24 Hours Tfgining and Development thmughCoursem ari d I. inkudin Learning InShjdCi SME Screening, Referencechi2dA5. Lrehhkal 9CN1:,1n1t through IKM Testin$and prvJeir Figure 6- Unique Qualifications x. Description of Proposer's methods used to identify potential candidates Our recruiters use the following methods to identify appropriate personnel for a given task order: — Employee Network — TalentDome — Approved Subcontractors — Meetups -We are members of local technology meetup groups such as Technical Project Managers Meetup, Business Analysts and Project Managers Networking, Developers, Federal Software Engineers and Geographic Information Systems (GIS) Meetup, Agile SoCal, UI Interactive Design & Web App Dev. Best Practices etc. — Employee Referrals — Local College/Campus Recruiting such as University of California, Santa Clara University, California State University etc. — Diversity Forums — local Women in Technology Chambers — Job Fairs (local college job fairs) — Local Chamber of commerce — Infojini is a member of the Capital Region Chamber of Commerce, we will leverage our membership and our network to get referrals and attract local talent. — Professional Job Boards (such as Monster, Indeed, TechFetch, Dice, Bullhorn, Beyond, JobDiva, NetDoc etc.) — Social Networking Platforms (Such as Linkedln, Facebook, Twitter etc.) xi. Description of Proposer's methods used to screen candidates and to match their qualifications against the requirements of a City job assignment Infojini Inc. Response 55 Partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services .,.�.,,,�............. Infojini utilize the following Talent assessment/ screening process to ensure we submit the best fit: L7 CUSTOMIZED INITIAL TECHNICAL BEHAVIORAL BACKGROUND ASSESSMENT TEST PHONE SCREENING ASSESSMENT BY SME EVALUATION BY AM VERIFICATION Recruitment Team Senior recruiter Our SME conducts Our account our verification sends customized conducts initial thorough technical manager conducts team conducts assessment test screening on phone evaluation behavioral evoluctlan reference, employment based on jut) role history, education checks etc. TALENT ASSESSMENT PROCESS Figure 7- Screening process xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. We have a thorough screening process that delivers quality and properly credentialed candidates perfectly suited to meet the needs of the City. Our talent pool database consists of candidates across the United States and has a separate database of the local consultants in Santa Ana Area, each evaluated vigorously for their technical expertise, soft skills, and domain knowledge. We utilize screening tools such as IKM Testing, ProveIT and IKM Testing for thoroughly screening the skills of the candidates. Our entire recruitment team conducts a four -step screening process to ensure that the resource is a perfect ma t c h f o r t h e c l i e n t' s r e q u i r e m e 1. Technical Screening To ensure the quality of the candidate, our domain expert recruiters short-list qualified resumes matching the Skill Matrix developed by the Recruitment Manager. The Infojini proprietary Question Bank includes thousands of questions across technologies, skillset and domains. To shortlist potential candidates, our recruiters evaluate each candidate and they go through a thorough interview process; with job position specific questionnaire; their relevant experience, review of t he c a n d i d a t e' s wor k hi s t or y, apt i t competency tests appropriate for the job role. As a second step, our recruitment team conducts various online assessments based on the nature of t he j ob and cl i e n t ' s r e q u i r e m e n t s. I n series of situational questions to gauge their critical thinking skills based on the skills matrix, the work history, and depending upon the interview passing score, the candidate qualifies for the next level of screening. At the next stage, the SMEs conduct the second level of resume screening and candidate assessment with the help of questionnaires, 3rd-party testing tools depending on the skillset and level of experience, conduct in person or video interviews of potential candidates. These SMEs u d e o n 1 Infojim Inc. Response - 56 Microsofit . ;�r,,r� �,. Partner earl ner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services. .r• . • . have an extensive experience of 15+ years on an average and check the competency of the qualifying candidate. Wh a t o u r S ME ' s e v a l u a t e i n e a c h 1. Skills Assessment — Our SMEs measure different types of j ob-related skills and abilities, that are often used to assess interpersonal skills, communication skills, planning and organizing, and analytical skills. The skill assessment typically consists of exercises that reflect job content and types of problems faced on the job. 2. Biographical Data - We verify the content of biographical data include such areas as leadership, teamwork skills, specific job knowledge and specific skills (e.g., knowledge of certain software, specific tool used), interpersonal skills, extraversion, creativity, etc. Biographical data typically uses questions about education, training, work experience, and interests to predict success on the job. Some biographical data instruments also ask about an i n d i v i d u a l' s a t t i t u d e s, p e r s o n a l a s s e 3. Cognitive Ability Tests — Our SMEs tests typically ask questions or problems to measure ability to learn quickly, logic, reasoning, reading comprehension and other enduring mental abilities that are fundamental to success in many different jobs. 4. Integrity Tests — In this our SMEs assess attitudes and experiences related to honesty, dependability, trustworthiness, reliability, and pro -social behavior. Our SMEs check to identify individuals who are likely to engage in inappropriate, dishonest, and antisocial behavior at work. 5. Interviews — During the in person interview, our SMEs assess interpersonal skills, communication skills, teamwork skills, and job knowledge. 6. Job Knowledge Tests — Our SMEs generally ask work related and specific multiple-choice questions to evaluate technical or professional expertise and knowledge required for specific job. 7. Personality Tests — We check personality traits in work settings such as extraversion, conscientiousness, openness to new experiences, optimism, agreeableness, service orientation, stress tolerance, emotional stability, and initiative or proactivity. Personality tests we use to measure traits related to behavior at work, interpersonal interactions, and satisfaction with different aspects of work. 8. Work Samples and Simulations — Our SMEs focus on measuring specific job skills or knowledge, work samples and simulations typically require performance of tasks that are the same or like those performed on the job to assess their level of skill or competence. Below is our sample of scoring test to administer the applicants that ensures skills acceptability to the requirements: Vendor POC Details Name Phone Email Requisition Details Job Title Manager Department Function Department Submission Details Candidate Name Contact Number q u a 1 s me n Infojini Inc. Response - 57 ParinMs"" a•crir roi ;7, partnerr partner RFP NO. 20-124 CONAFJINI InformationTechnology As -Needed Professional Services,,.., Email Address Location Education Details Availability Industry Experience Last 3 Clients References Work Authorization Status Current Work Authorization Validity Employer ResultsScreening Possesses Three or more (3+) years of recent experience performing Quality Assurance Testing specifically on software development (ASP.Net technology preferred) projects a. Creates, executes, and facilitates test plans and documenting results b. Creates User Acceptance Test plan, scripts, cases for the Users to perform and documents outcomes (bugs, ass/fail, change requests) Possesses three or more (3+) years of recent experience working as part of a development team following the Agile framework 1. Functions as an active member of the development team in an Agile development environment 2. Performs the testing function within the Agile development team 3. Understands business requirements from a variety of sources and user stories within an Agile development environment 4. Works with Product Owner and development team to review and understand current and planned system functionality Possesses two or more years (2+) experience creating IT system reference documentation a. Prepares user help documentation and/or manuals, both online (within the application) and digital soft/hard co Serves as a dedicated member of IT Software Development Teams a. Possesses the ability to work in a team environment, share information proactively, and take direction from other team members b. Effectively acquires and maintains professional rapport and mutual respect with management, product owners, stakeholders, and team members c. Organizes facts and findings, and presents information in clear and logical form, orally, and through clearly written communication d. Possesses excellent English communication skills both written and verbal Uses technology and tools to effectively communicate and create/maintain project documentation a. Microsoft Office b. Microsoft SharePoint c. Team Foundation Server (TFS) or similar tool d. Markdown Editor Bache 1 or ' s de gr e e i n Computer Scrdlatedic fields Current professional certifications related to Business Analysis, Quality Assurance, A ile Roles, etc. Infojini Inc. Response � - 58 ParinMs"" a•crir roi ;7, partnerr partner RFP NO. 20-124 CIMN] Information Technology As -Needed Professional Services_,,.,�,.,,..,,,•,,, 2. HR Round of Screening This round of screening helps to understand whether the resource is committed to accepting the opportunity with the client. We would make sure that the following expectations are clearly communicated to the resource: • Compensation offered • Duration of the project • Location and travel(if any) requirements • Work hours and any weekend or off hours requirement • Onsite/offsite • Dress code (if any) We also conduct screening to ensure that the candidate is a cultural fit and possesses the best soft skills. We do this to avoid any resource backing out after going through the interview process. 3. Pre -Screen Employment/Background Checks Infojini agrees to perform, criminal record check, motor vehicle check (if applicable), verification of education, verification of employment experience, history or expertise of the Contractor's employees in a manner consistent with applicable law and the Agreement, and as deemed necessary by the City. We conduct complete background checks of candidates before their joining. Depending on the cli e n t' s r e q u i r e m e n t s, t h e b a c k g r candidate submission or before the resource starts at the client site. Here are some of the background checks that we conduct Identity Check Health Checks License verification Credit History Check Blacklist Check National Criminal Records Check Drug Testing — 4-panel, 5-panel and 10- panel Tests/Urine/Breath Alcohol/Physical/ TB Test Employment Reference Check Education and Credential Check Criminal Background Check Finger Printing Skills Checklist (at time of hire and annually) E-Verify Other checks Financial Sanction Search (FSS), OFAC, OIG, EPLS and National Sex Offender etc. 4. Professional Reference Check: We will carry out a thorough reference check for every candidate that is submitted for client consideration. We ask the candidates to provide 3-5 references of their previous organizations and our recruitment manager contacts the references to gather insight regarding the candidate. o u n d Infojini Inc. Response - 59 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-• C—..F—y `,;� s f' Et-f—_e. TAL, of Rcirreaacrt F7.rw r'E.na:l l�r,rt 1_ Mh7 ,r.r. 2"1 h_Arr.. gj.n.yloF,w...r7 l_ TF7da0 ftvrrs,� .r rrfrrfwrahfy — IdO.'her' 3. fi?r� •r,rrY �rfwlr.`r�oA r✓syartafBR frfii' � �sr ,.,�a�„a.rr.r.trl.�tr.,r,rorlrp.�rx.ar.rra,ra,.,.r.�t-larsarrrr��a,,,r.rrrarr.l� p,�„� alsarFrt. S_ n7rdr ..wr AJe•7r,•.� srrrrrrrvGF r d. +#FU' 4A4r fnr7.rw ranrrrri Prgr 4. hfr Jo..Jr+i rnrArm ­" Plfrrr iyrr.ri Y HY arnrr].fynr, A—rih 41..9,..r arrr..ff 0_ Ma ,.n. 1.r.. hrr mark arrrardemrr end p,.nrrrrnhn• re ,.�er1r] 20. nyry dfi f o—lbe rr . V? rlyeWr-ev•r rrhfrr-' .off xiii. Description of Proposer's methods used to establish candidate availability with respect to the project schedule of the City assignment The recruiters at Infojini are knowledgeable regarding the California region and carry an extensive experience of catering to the staffing needs of clients in California. We have successfully placed over 8000+ IT Consultants for short term and long-term contracts. Infojini Inc. has access to a pool of over 90,000+ qualified IT resources across the United States that have experience working on similar technical environments to that of the City. We have built a pool of 5,000+ experienced and certified resources in and around the State of California with 800+ resources in Southern California who have experience working with various state and government clients. Infojini continuously pre -qualifies candidates with the skills required for various Information Technology and other consultant positions and enters them into our recruitment database. When City sends a work order we will provide a qualified resource within 4 business days. Infojini Inc. Response - 60 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services•- ❑r1F PtOea'.." 8tar1S WltlI tl'rr. kidlit•o!f meeting Wl uuli M? crvulur9 :rr; rcfxjir m% Wrr rui:eiivr. it u! awru ci nr3tlllLrdirur 011r inrIudrs mnrting thr. rlirni hr,.trr;� 1 h n r:r;rrtrr,r:t �;tr,lrl'b I + nrrlr:rIi-i rinrinr;;lnnd thr; nnrd-,. Pmrrcvttnn8. aufturAI nnvirpmmPni MIEI rr!rpllrr:rrIr!niv in r{r!tivl Henru rtmont M anago r and a to am or h!Qnru rta rm ra caf ve JR M cluiafhon befaikrd 4riaf. HPrrurtmgni PI art, Bkillact batahana eanCtdala S*amh • Search m Infotlnl'a JobOlve antl Tale ntGon*Reaurne Date b aae • Advertlaing nn++oclal medIsInnlElrling 1.Inkeilln prot>aaakrnal mr ba rrl ption • Ad u preaenc in vmri mum Linkcdln groups apecifrcto a pPl icatasn devaloprrterk PM ULl r i la n ag en]er114 12Is. Cyherma urity, ❑ata Cunto r d OPUFbtiona and Nehnork & Tdlewrnniumiu9tkln • Use IKM to test our can dld*9s on various dab-rylatetl ekIIIs • Ac w pen1olpatlon In local California meetupgYou pe • C:Pnd a rt as o rrhar In doh hpprd9 Such Rn Men us r, Taan. h Rtch I]ira. El U I I hryrn. RM yond. Ac)hn ivo. In da[ad Rtc • Pa Yin nrahlpiswith IucmI education natwurka • ProvIAe relo�_gtlon support and bonVVd nor -aultabla reaourcen • Employea Referrals for 9anua µroachva Horrurtarn ronhnuoualy IdaMiry qualrhad Iora1 co nd id mtaa to build pl praline as per the C. rty naads #; Phone Interview. TechMug Sueenina 1IR Omh3vlorol Situational Intervl owe IKM faatl nfl on.t ob rR l nted akI l la Reference Checks Pry ae nt c andldeltq for al le nt IMe Nrew Pre-ErnplgymanV 6ackoYou rid Chedte BKIII Reglstratlon. re 3 u me ca ptu re. dooumentatlon and h3edbeCk E7 C:nndidntR Mpr and C:ontrRrt 4, Ca rid Idate OnLuardinLj Em pl oy eo On bo ardl ng and On antatton • Corn plab nN onhcmrdlnp paperwork InrIudlny CNor Iotlt+r I rj VV a UunroR5 rent :1ct Intunnatlon form other paperwork otc • kuviaw lnfolini'n and rlimnl'm polioy and procedure ri +a inudinsI rl3n d1517irr11natin on aceexuol hnrorxsrnent pr=oduraa • RuViNw 1ha perm of coated br adrruniatrailve and 1IR runcfirrna aur_h on I IR tirrrnnhnbtn Lind paymtilhe We "am aawonan Errrplayea Rel hliunh Exe oulive as a yiny le Ribtnt of tont9Ct (cxm a 6 ru a) ftO l he a rn ployrie for any taau ea ur cl uebfbrl8. Employee Retention L.urtlpnhtiva aainrV on d t}onohta UpPUrtuh l li 69 kit perilmr ijiI :ind pnifa h glUrWI tjr M t I • L:mnhnuoua prarasaiunal training Ei}iployaa hO6 Ihlticiri t.ir uUry� ari,6 • .Sound mono(ton=t for huolthV Work onvuanrn mf 1r1dIVkjU91 xltlUcrl4lirii.+ri} plates Figure 8- Recruitment Process xiv. Description of proposer's process for conducting staff evaluations We maintain our quality of service and the reviews in a sprint like approach, we get feedback every 2 weeks from our clients and our employees; we audit our compliance. We take lessons learned and utilize it in the next 2 weeks moving forward using the iterative and incremental model shown below: Infojini Inc. Response - 61 MICfosoft s"" a•crir roE ;7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. In person ke.]6o[k+ 9onfaFlO 9urraryrs lmpkUm P USDMW Wart C14' HtYhctbn Candldar 1MV1 y" 9alactson On4oardYnp ftmt the eG hares Gq' INI pavan irrd6rek 3t,.'rt4Fi4l,Ihvpt Coabacr L.ea3vra learned campllance +Uomrrbmb ilon %Wa ar,tl lua! +traMing sampllantt Ms. Savneet Kaur will serve as the Account Manager and liaison with the City for overall Contract Performance. He will serve as the primary point of contact with the City to regularly discuss the progress of tasks, upcoming tasking, historical performance, and resolution of any issues that may arise pertaining to the Contractor Personnel. She will monitor performance, manage risk, respond to questions or requests from the City, and manage our relationship with the City. Ms. Kaur will serve as the point of contact for identifying and escalating issues should we encounter them. She also shares a high-level and a micro -level view of the contract with regards to the Service Level Agreements (SLA), contractor requirements and qualifications, rate changes, start and end dates of engagements, and will also be responsible for the overall performance of the team for the assigned contract. She will spearhead mitigation of any performance issues that may arise and actively solicit intelligence on contract performance, both directly through interaction with customers and resources, and indirectly through observation. If the Account Manager believes that there is a potential risk for substandard performance, she will take preventive action to ensure that performance remains high quality, and that task orders and work orders stay on schedule and budget. If the City contacts us about any issue or otherwise, we will respond within 1 hour, acknowledging notification. We will present an initial mitigation plan within 1 business day. Ms. kaur will accomplish all the tasks through in person, phone meetings and surveys through SenseHQ. Figure below shows the workflows we use for SenseHQ follow ups: Infojini Inc. Response - 62 Microsoft Ix t a•crlr ror ,7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services • t• . . a.l��l�•.ran..�u««��xM,.a�xil,,�.o-al,lar.l o � • * •I, p t .�, � � • ■ � � � � I-. .. {+ ry ... . 1[� n � � ■ r....�.-.. a ....r .. ry.7 n... 9 �^ M � a.-. i� ■ .� .r�,.r.r n..l .' .. ...1 rVu w`.4lrwlw.ltil,ff L1� � VA-11 Cl—h 11[ Y M__ Figure 9- SenseHQ Si il±Hr d..h lu 'W Fr." t h—k in 2—y •r M1y. K'I.xr 111n �xe„1•y y. AaVq xalyvey •ao rl.Y L-F.[k I1� Y1�rny 451E b � 4'b.ri In 2—jr Fx� 6.y. �rrr.y ■yn C�;y. +.'ke4k 11[91+Fwr .reenshot Employee and Resource Satisfaction: Infojini will assign Mr. John Ball as the dedicated Employee Relationship Manager. His responsibilities will include: • Biweekly follow up to ensure employee satisfaction and reduce attrition. • Organize quarterly team lunches and holiday parties. • Send holiday gift cards to employees, as well as birthday and anniversary gift cards. • Resolve any payroll -related questions. • Mitigate employee issues and escalate to the Account Manager. • Manage and coordinate training plans for the employees. We will use SenseHQ for automation of our employee experience working with our client; screeenshot below shows the various workflows used for our employee communication. Aa.6,� y1yr 1• x•II,•I 41 [x —w IIImm I"b**F �1N ■ (,� ..u.xx.. 1. .•5 ..uy�.F ICI +71rr�. r'1 . 1.ri 1.11..." iyrlr+.w lxxMll[f 1lIY..- • � iiuiwy- IN M M011 1'11Mek rit 1 �. .... II. Dg4I .rll 1. VWV Screenshot below some feedback and reviews given by our employees: Infojini Inc. Response - 63 Microsoft'Ix t a•crlr rol',7, Partner aftner � partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services • M1rx ,�iliiiii.,++ii .,,.,.i i y.rrM• I'... 1.ri ia4 W �ylf..iwii� .. ........... 10110 M •'lls i i� dlwv�6�� �mm•1�r LIM— b44W d, M7P Medlr�,�a hr+l ��•Ya Tv+r lh �,,.ai.ii aau...�x •ox,n.0 ice- aal,a ao.o xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City Infojini would also provide training which are project specific and make sure our contractors are well versed with the i t u a t i on and adapt abl e t o any responsibility to prepare the employees for their assignments so that they perform exceptionally well at the client site. Constant changes in client environments and technology demand that new training programs be developed to keep our employees/contractors up to date with technologies. Infojini invests heavily in training programs to ensure that our employees have all the requisite skills and certifications to service our clients. We provide following training programs: ■ Instructor based Class Room Training. ■ Online Instructor Led Training ■ Online Training through CBTs. ■ Onsite Client site training ■ Quality Training ■ Soft Skills Training ■ Time Management ■ Safety Training ■ HIPPA Training ■ Skills Training ■ Professional and Legal Training ■ Team Training ■ Managerial Training etc. Infojini, Inc provides professional training in project management, business analysis, Software Development, and Quality Assurance to qualified employees. We also encourage employees to be certified in their field of expertise. If requested by the Project Manager/Client for any specialized training or certification, Infojini Inc. would encourage and facilitate the requested training or certification. g i v e Infojini Inc. Response - 64 ParinMIxta•crlr rol'17. partnerr partner RFPNO. 20-124 Information Technology As -Needed Professional Services(;FJiN1 -.. Some examples where i n I n f o j i n i I n c. h a s t a k e n s t e p s t o 1. One of the client contract manager needed our Project Manager to get Black Belt certification to better serve them so we encouraged and paid for their exam and class material. 2. On e o f t h e c l i e n t' s Co n t r a c t Ma n a g e r n e e d e member s hi p. We f a c i 1 i t at ed and t o o k car e of t xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City We provide internal and external management related training to all our professionals. In fact, we differentiate ourselves from our peers by making significant training investments in our people. We mandate 40 hours of training per year for our staff. Training costs are reimbursed internally and not by our clients. Training is our primary means to (1) re -culture current staff, (2) institutionalize our successful project approach, (3) train staff how to leverage Team assets, and ( 4) gr ow our st a f f ' s knowl edge b a s e Our proven success, is evident in the following: • Tuition and training reimbursement is provided up to $3,400 per year per employee and participation is encouraged in professional associations and conferences • Conduct 3 "boot camps" per year wi t h 1 to speed with Team/Project specific processes, ISO, and PMI best practices • Leadership development program, available to project staff with high potential • Organizational Training Plan (OTP) based on the project, organizational, and individual training needs. Example: We encourage employees to be certified in their field of expertise. If requested by the Project Manager/Client for any specialized training or certification, Infojini Inc. would encourage and facilitate the requested training or certification. Some examples where in Infojini Inc. has taken s t e p s t o e n h a n c e t h e s t a f f' s q u a l i f i c a t i 1. One of the client contract managers needed our Network Support Analyst to get CCNA and CCNP certification to better serve them so we encouraged and paid for their exam and class material. We also paid for their time while they were undergoing the training. 2. On e o f t h e c l i e n t' s Co n t r a c t Ma n a g e r member s hi p. We f a c i 1 i t at ed aarship.t o o k car e xvii. Description of any programs and benefits provided by the Proposer to its personnel engaged with the City that ensure their retention for the period required by the City I n f o j i n i' s t u r n o v e r r a t e i Dur daftdafe engageieflt Ic&c for the past year was 9.1 based on several engagement and net promoter surveys that we conduct through SenseHQ. We communicate with our staff twice every month and when needed to understand their progress towards the project goal, risk to the project and any issues that they may have that can become a risk. We do that using phone and in person communications and t e a 6 t r a o n a r n e e d e o f t a n d 2 1 Infojini Inc. Response 65 ParinM.� . t a•cr r rri Fla partnerr p I partner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services. .r�• . • . automation using SenseHQ. This gives us understanding of any issues that may arise and allows us to proactively come up with a mitigation plan within 24 hours. We also understand the importance of creating a rewarding environment where people are recognized for their work, and have recognition programs in place to reward employees who go above and beyond the call of duty for our customers such as internal promotions and bonuses. We offer our staff competitive benefits and professional development that encourages the resources to complete their assignment. We divide the benefits into four sections: • Regular Employee Benefits • Retention Benefits —To encourage them to complete the job assigned. • Motivation — To be happy and give their best. • Government required statutory compliance/benefits Select examples of rewarding employees: We provide rewards and extra benefits as a part of our retention policy to keep our temporary employees motivated to provide the best service delivery to our clients. Example 1: We provided a Project Manager (PM) to the California Administrative Office of Courts for Judicial Information System (JIS) project that replaced the current Themis System. Our PM successfully managed the project which ensured the completion of the project on schedule and within budget. Following performance bonuses and incentives were given to the team: 1. Project Completion Bonus 2. Project Milestone Completion Bonus within Budget, Scope and Time 3. Bi-weekly lunch for the PM and their team after each successful Spring Review Meeting. 4. Approval of food and accommodation expenses for extended hours and stay near the client site to meet deadlines instead of traveling back and forth. Example 2: We served the Highway Information Services Division which serves Maryland State Highway Administration and provides highway data, highway mapping, GIS services, and traffic Infojini Inc. Response 66 partn M Pa ri n ., JIM ix t a•cr r r i Fla err partner RFP NO. 20-124 CIAN] Information Technology As -Needed Professional Services. .. • . • . monitoring data to the State of Maryland, local governments, the public, and the Federal government. We provided candidates for developing and testing applications using eGIS to satisfy application security requirements. We offered a Project completion bonus to the candidate along with Quarterly gift vouchers based on their performance. Other benefits were also provided as a part of their employment with Infojini. Example 3: Candidate was placed with the Client for GIS analysis specializing in spatial analysis, GIS technologies and GIS site analysis, networking, geocoding, population analysis, and Linear Referencing Systems (LRS) integration for the NC Department of Motor Vehicles, Rome and P4 projects. Our Dedicated Account Manager was in direct touch with the candidate for tracking the performance and motivating the employee to provide exceptional service delivery to the client. We developed a custom performance bonus plan for the candidate which was given after completing important milestones of the project. xviii. Confirmation that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g, After six months of placement, IT Service Provider personnel may be hired without any penalties, etc.). Infojini Inc. Response: Infojini confirms that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. The city can hire the individual at no cost after 6 months. Infojini Inc. Response - 67 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 (ONAFAN] Information Technology As -Needed Professional Services.. • . • . Estimated Rates: Technology Hourly Rate Hourly Minimum Category Title (Offsite) Rate Engagement (Onsite) Hours Systems Analyst $90.00 $88.00 1000 hours Programmer/Developer $90.00 $88.00 1000 hours NET -C#, VB.NET Web Developer $90.00 $88.00 1000 hours NET/PHP Database Administrator $95.00 $93.00 1000 hours Applications & Development MS SQL, Oracle Services Document Imaging Application Specialist $90.00 $88.00 1000 hours Laserfiche Business Intelligence $95.00 $93.00 1000 hours Specialist Mobile App developer $100.00 $98.00 1000 hours iOS & android OS IT Business Analyst (with municipal government $90.00 $88.00 1000 hours experience) Project Lead (for deployment of purchased $99.25 $97.25 1000 hours Project Management software application) Technology Consultant for & Business Analysis specialized applications $110.00 $108.00 1000 hours (e.g., Lawson, HighLine, etc. System Evaluation & $110.00 $108.00 1000 hours Selection Consultant GIS Administrator $85.00 $83.00 1000 hours GIS Services GIS Analyst $80.00 $78.00 1000 hours GIS Intern $45.00 $43.00 1000 hours Infrastructure Architect $110.00 $108.00 1000 hours Network Engineer (Cisco) $95.00 $93.00 1000 hours Network Security Engineer $90.00 $88.00 1000 hours Network & Telecommunications Cisco/Fortinet Network Specialist - LAN $90.00 $88.00 1000 hours Services Administrator Cisco Wireless infrastructure $90.00 $88.00 1000 hours Engineer Aruba Infojini Inc. Response M icrosoft 111ft - 68 partner I partner RFP NO. 20-124 Information Technology As -Needed Professional Services ..,. -. Telecom VOIP Administrator $82.00 $80.00 1000 hours Miltel/Shoretel Telecom VOIP System $82.00 $80.00 1000 hours Engineer Miltel/Shoretel Systems Architect and $110.00 $108.00 1000 hours Engineer Systems Administrator $88.00 1000 hours Data Center & Operations MS Windows Server)$90.00 Data Center Engineer (HP servers, Win OS, VMware, $90.00 $88.00 1000 hours HP SAN Cybersecurity C bersecurit Engineer $115.00 $113.00 1000 hours C bersecuri Analyst $100.00 $98.00 1000 hours Tech Support Lead $100.00 $98.00 1000 hours Tech Support Specialist $61.92 $66.92 1000 hours Desktop Support and Helpdesk (Desktop) Tech Support Intern $35.00 $40.00 1000 hours Markup Percentages: W2 Employee Corp -to -Corp Est. Hours Until Rate Drops Resource Type Markup % Markup % to Identified Resource Markup /o Proposer Found 35% 10% 1000 hours Resource Identified 20% 5% N/A Resource Infojini Inc. Response - 69 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 (wNAFJINJ Information Technology As -Needed Professional Services-. 1.1 • Attachment A: References 1.2 • Attachment B: Proposer's Statement 1.3 • Attachment C: Non -Collusion Affidavit 1.4 • Attachment D: Non -Lobbying Certification 1.5 • Attachment E: Non -Discrimination Certification Infojini Inc. Response - 70 Microsoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. IDCITY OF SANTA ANA ATTACHMENT A REFERENCES Ust and descFihe fully the oonhacts performed by your firm which demonstrate your abiifky to provide the supplies, equipment or seMrEs included In the scope of the (proposal specificatians_ Attach additmal napes if required. The City reserves the right to contact each of the references Ilsted for additional information regarding your flrm's quaRifications_ Reference Cunt rner NamB' LCs Wgeles Cauryty Cff" Qr EdwCatk r AddreSS: 10104 Pnneer 9W. Sawa Fe Springs. CA 9W?i) C,untract AmDwrit: $27t1 rm Confatt IrLdlvidual' SoruaHooks RhyneNvoher. H2-9224,299 Far -simile Number, Y9SF. Mardi 2019 - aescaption of ruppimr, equipment. or 9ervirer, provided; Provided Tern oorary Inform5i_ion Tech naluay Professional Services Reference CLLS10mor Name: r'alifurno AwninwralhC GI6C[ of f ourlz, Address; 458 GOUE2n Gate Avenue, bth r-1wr San FrarLcisco, CA 94 1 D2 Contract Amount $1.51v1 Der,cnMion of supplies, equipment. or servLres provided; Provided IT Suff AuganerrLwion 5ervioas Reference C uslornef Flame: 1f0GVauo Trr.rn;nD 5mrw+a era ier..rm vrt UT'Sili Addrew; 1K9, Rutiand Way. Hanover MD 21076 Contract AmoWt: $653.0ffi Description of supplies, equipment_ or verviees provided: Provided various IT rasourcaa for multiple cHants Contact Individual - Debalc Srarth Pions Number 41MIS 609 Facsimaa Number: yejw_ CMterch 2611 - Pr&sant Contact Individui�I- Sh'.weia Kukreja ptt4no Number 443-999.2295 Facsirinde Number. Year. July 2016 - Present THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM YVILL BE CONSIDERED MONRESPONSWE. RFP No. 20-124 JnWma# w T"hmgogy As -Needed Prafessmal Services Page 30 of 35 Infojini Inc. Response M Icrosoft s"„ a•cri r ro i ; 7, partner partner 71 RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. CITY OF SANTA ANA ATTACHMENT B PROPO ER'S STATEMENT Proposer understands and agrees that this written FtFP (or any part thereof specifically designated and accepted by the City of Santa Aria, hereinafter City) shall consMute the entire agreement be�n proposer and the City only after it has been acceded by the City Council. endlorwd by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Counck signed by the ExetxrM Director or his dufy authorized agent. and signed by the City Attomey, denoting his approval of the form of #his document. and its mcution. and when a or an exact copy of it has been either delivered to proposer or deposited with the United States f ostai Servioe properly addressed to the pmposerwith the coned postage affixed thereto. Proposer further agrees that u pan delivery (as defined above) of the accepted agreenteil Wshe will famish City all required hands and Certificate of liability insurance wdhin ten (10) days (excluding Saturdays, Sundays and City's legal holidays), ar the funds, check, dTaf't, or proposer's bond substituted in heu thereof accompanying this proposal shall became the prop" of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to fumish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said fundsr check drafts, or proposer's bond Substituted in lieu thereof shall be retumed to the undersigned - Proposer understands that a proposal is required for the entire work, Itlhat ttie estimated quantities set forth in the RFP schedule are safely for the purpose of carnpanng proposals, and that final compensation under the contract will be based upon the actual quantifies of work satisfactorily completed. All terms contained in the speraficadons, the certification of nondiscrimination by contractors, and the requited insurance certificates are to be incorporated by reference into this agreement and are mad& specifically as part of this RFP. Iryfotiru. Inc Signed and Printed Name: - .i Sandeap Harjani Title President D ate 111212020 THIS FORTH MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT 00 NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFF No 20-724 h7kirmation Technology As -Needed Professional Services Page 31 of 35 Infojini Inc. Response - 72 M Icrosoft s"" a•cri r ro i ; 7, partner partner RFP NO. 20-124 COANFJINI Information Technology As -Needed Professional Services (a CITY OF SANTA ANA ATTACHMENT C N01144--OLLUSION AFFIDAVIT (Title 23 Linued Statas Code SeGlion 112 and Public Contract Coda Section 71CIS } 7c the CITY OF SANTA ANA In acwfdarrce with Title 23 United Slales Code Sectlao 112 and Public Cantrsct Coda 7106 the proposer declares lhat the proposal is nol made in Lhe interest of, or on behalf of, any undisciosed person. partnership, company, associatkan, organization. or corporation-, lhat the proposal is genkiine anal r1of collusive or sham; That the proposer has not directly or indirectly induced car solicited any-Ither proposer to put In a false ar sham proposal, and has not direotty or indlrectly colluded, conspired, connived or agreed with any proposer or anyona also to put in a share proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner. directly or indirectly- nought by agfeement, nommunicatoon, ar conference with anyone to Fix the proposal price of the pmposeror any proposer, or to ft ally overhead, profit. or cast element of the proposal pfice, or of that of any other proposer, or to secure any advantaga against the public body awarding the o4ntraok Of anygnr interested M the proposed contract; thaal all stalements contained in the proposal are true; and, further. that the proposer has not, directiy or indirectly. submitted his or her proposal price or any bfieakdown thereof, or the contents thereof, or dlvtllged information or date relative thereto, or gold, and will not pay, any fee to any corporation, parinarship, company association, organization, laid deposhory, ortp any member or agent theFeot to effeeWate a UIIIUSlve Or sham prapogal- Note; The above noncollusion affrdevit I* part of the proposal. Signing thEls proposa-1 on the Signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are raulione-d that making a false cartificalion may subject the certifier to criminal proseruVon. State of County of �rtt Sue ribed nd m to (or affrtned) before rise on this � � day of , b]r x y proved to me on the trasis of satisfactory owdence to be the persons) who appeared before me. FIHOL YO - ftrwy PUMkddXdWA . �MVIIAW- Notary Public Signalure Nolary Puhl►c Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. --- PROPOSALS THAT DO NOT CONTPJN THIS FORM WILL BE CONSIDERE rwIONRESPONSIVE, RFP No- 20-f24 Mformalfan Technology As -Needed Arofass�war Services Fege 32 of 35 Infojini Inc. Response - 73 M lcrosoft s"„ a•cri r ro i ; 7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services- �C4 CITY OF SANTA ANA ATTACHMENT R NON -LOBBYING CERTIFICATION The Iprospeolive participant ceriifims, by signing and submitting this bld or proposal. to the best of his or her knowledge and belief, that, (f ) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for irMuenoing or attempting to influence an officer or employee of any Federal agency a Member of Congress, an officer or employee of Congress. or an employee of a Morn ber of Congress in connecUon with the awarding of any Fe6derel contract, the rnaking of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, Foan, or cooperative agfeerrnent. (2) if any funds other than Federal appropriated funds have been paid or will be paid to any peeTson for influencing or attempting to influence an officer or empksyee of any Federal agency, a Member of Congress, an officer or employe of Congress, or an employee of a Member of Congress in conneclion with. this Federal contract- grant- loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, 'Disalosufe of Lol tbying Activities," in conformance with its instructions. This cextihoation i s a material represenlauon of fact upon which reGarice was placed when this transaction was made qr entered into. :Srabrnission of this oe--rtffnation is a prerequisite for making or entering into this transaction imposed by Section 135�, Title 31., V-S. Code. Any person VMO fails to file the required certification shall be subject to a dull penalty of not lass than $10,000 and not more than $100,MO far each such fatlure- The prospective participant also agrees by submitting his or har bid or proposal that he or she shall require that the language of this certification be included in all lower her subcontracts, which exceed 100,000 and that all such subrecipients shall certify and disek a accordingly, Signed: -. Tithe: Firm, pmsldem InMirw, inc, Date: 11l2312020 THIS FORM MUST BE COMPLETED AND INCLUDED WfTH THIS PROPOSAL. PROPO&A S THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESP0 SIVE. RFP No. 20-124 lnformation Technology As -Needed Professional Services Page 33 of 35 Infojini Inc. Response M lcrosoft s"" a•cri r ro i ; 7, partner partner 74 RFP NO. 20-124 (ONAFAN] Information Technology As -Needed Professional Services.. • . • . ITY OF SAWA ANA ATTACHMENT E NOWDIS RHul[NATION CERTIFICATION The undersigned consultant or corporate off cer, during the performance of this contract. cerufles as follows: t. The Consultant shall not dlsorlminate against any employee or applicant for employment because of race. Cofer, religion, sex. or nagonal origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin- -Such action shall include, but rat he limited tC, the following; ermploymerd, upgrading, demotion, or transfer; recruitment or recruitment advertising. layoff or terminalion; rates of pay or other forms of compensation', and selection for training, including apprenticeship. The Corsultant agrees to post in conspicuaus places, available to employees and applicants far empioyrnent, notices to be provided setting forth the provisions of lhtS nondiscrimination Clause. 2- The Consultant shall- in all soti,_Utloris or advertlsements for erripAoyees placed by or on behalf of the Consultant. slate that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin I The Consultant shall send to each labor union of representative of workers with which helshe has a collective bargaining agreement or other contract or understanding, a notioe to be provided advising the said labor union of wmrkers' representatives of the Consultant's cornmilments under this section, and shall post copies of the notice in conspicuous pkaces available to employees and applicants for em playrnent. 4- The Consultant "all comply with all provisions of Executive Order 11246 of Sapternher 24, $965. and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all infoTmation and reports required by Executive Order 11246 of September 24, 1965- and by riles, regulations, and orders of the Secretary mf Labor, or pursuant thefetc, and vrill permit access to hislher books- records, and accounts by the administering agency and the Secretary a€ Labor for purposes of investigahcn, to ascertain compliance wrth such rules - regulations, and orders. 6- In the event of the Consultant's non-oompl lance with the nondiserlmination clauses of this contract or -With any of the said rules, regulations, or orders, the contract may be canceled, terminaled- or suspended in whole or in part and the GonsuPtant may be decia red ineligible for further Gavernrnent contracts or federally assisted construction Contracts in accordance with procedures authorized in Execution Ordef 11246 of September 24, 1NS, and such othet s-anchuns may be imposed and remedies invoked as provided in Executive Order 11246 of September 2.4. 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise {provided by law. RFP No. 20-124 informalion Techeioiogy As -Needed Professional Services Page 34 of 35 Infojini Inc. Response - 75 M lcrosoft s"'t-a•cri r ro i , 7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. CITY OF SANTA ARIA The Consultant shall include the pertion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs � 1) through (7) in every subcontract or purchase order unless exempted by rutes, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 112-46 of September 24, 1M5, so that such provisions will be binding upon each subcontract or purchase order as the administenn� agency may direct as means of enforcing such provisions, including sanctions for noncamplrance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a su bconsultant or vendor as a resu It of such direction by thu administering agency, the Consultant may request that the United States enter into such Iltigation to proteritt the Interests of the United States. Pursuant to California Labor Code Section 1735, as added by Chapter (343 Stats. 1939, and as amended, no disorirnlnation shall be made in the employment of persons upon public works because of race, religious creed, color, national origin- ancestry, physical handicaps, mental oonditicn, marital status- or sey of such persons- except as provided irL Section 1420- and any consultant of public works violating this Section is subject to atl the penalties irnpused for a violation} of the Chapter. Signed:}, Title; President Firm: ImNirti, Inc- Date; II2W2020 THIS FORM IMIU.ST BE COMPLETED AND INCLUDED WITH THE PROPOSAL, PROPOSALS THAT DO NOT OOKTAIN THIS FORM WILL_ RE CONSIDERED NONRESfxONSIVE- RFO No. 0-124 Irrfarmatron Technology As-N&aded l'rofessionaf Servloes Page 35 of 35 Infojini Inc. Response 111ft - 76 partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the onntracts performed t)y your firm wh ich demonstrate your ability to provide the supplies, equipment or serverms included in the scope of the praposal specrflcatians. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding yoLLr Frm's quailTicaticns- Reference Cus+_dmer Contact IrudIvidual: SomaHvvks Address: 1010a Nxexr aW. &anta Fe Spnngs, CA 05A) Phone NuMleer. 562 922 289 Far -simile Number, Contract Amount: S7r)o- w i Yar: Mardi 2018 - FtiC9e9 Cvscrrption of supplies. equipment. ar 5ervires Provided; Provided Temporary Information Technology Professional Services ReFerence C4rnomof Name_Cairforrl9 A*n1n s;tmw a O%rx of Courts Contact Indlviduah asbbm Snr46 AddrV5%; 458 Golden Gate Awertu6, 51h Floor Ptiorie Numb4ar 4164X�5 4 9 Sari Francesco, CA 94102 lFatsirnile Number_ COnhAct Amount $1-6M Y$ilr_ March 2011 - Prasant De,5cnMion of supplies, equipment. Qr servrr=es provided; Provided IT Staff Augmerita#ion Services Refe re rice Cus:omef Name." 9' "'uBuv.o+sarrse.rerr" -as.' Ciontar-t lr�dividual- Sh'.wela Kvkreja Addm%; 1609, RwRond 4Yay. Hanover MD 21076 Contract Arnowt; $660.WG Descnption of sUpplfes. equipment. or wroce5 provided: P!ovidod various IT resources, for rnultiplo clients Ptione Number 443-989.2295 Fanximnde Numbee-_ Year. July 201$ - Present THIS FORM fMSUST BE COMPLETED AND INCLUDED LVITH THE PROPOSAL. PROPOSALS THAT 00 NOT CONTAkN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information T&chmgogy As -Needed Profi=jonal Serwoes Page 30 of 35 Infojini Inc. Response Microsoft s" a•crir ror , .• partner partner 77 RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. Infojini has attach our Financial Statements for FY 2019 and 2018. INFCRIINI INC Balance Sheet As of December 32, 2019 ASSETS Current Assets 2010 Cash 926,599.26 Accounts receivable 5.953.774.20 Due from Studmonk 300,40 F�mRlgyee Advances 100.00 Total Current Assets 6,880,773.46 nixed Assets Computer equipment 5,903.34 Furniture 13,014.83 Machinery and Equipment 7,052.07 Accumulated Depreciation (25,970.24) Total Fixed Assets - Othar Assets Inv - R Tech information System 143,902.00 Security Deposit 10,600-00 Software 30,770,27 Accumulated Ammortization (90,770.00) Total Other Assets 154,402.27 TOTAL ASSETS 7,035,175.73 LIABILITIES & EQUITY Current Liabilities Accounts payable 2,830,031 ,36 Credit Cards .2,457.34 Washington St Combined Excise 4,754,94 Total Payroll Uabilitia% 759,573,62 Total Current Liabilities 3,626,817.26 3,626,817.26 Equity Additional Paid In Capital 138,439.00 Common Stock 1,000.00 Retained Earnings 3,268,919.47 Total Equity 3,408,358.47 TOTAL LIABILITIES $ EQUITY 7,035,175,73 The Financial statements have been generated from an accounting software. These financial statements have not been audited, reviewed or compiled and accordingly no assurance is provided. Infojini Inc. Response - 78 ParinMs"" a•crir roi ;7, partnerr partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. INFOJINI INC income Statement For the year ended December 31, 7019 Income 2019 Consulting Inc-ome 32 3 r'.1 2 *.6v COS[ of G00015 Sold Subcontractors 2.', Total COGS 17-285.278.79 Expense Employee Benefft 8.142.31 Accounting 35.320.00 Advertising and Prornc6an 13.569.51 Arnorhmtion Expense 23.009.00 AutomWle Exparwse 1,363,$7 Bank Qhimrges 1.741.38 Computer and Internet Expenses 23,612.34 Gansulting Expense U42,001D.D0 Gandnuing Education 2.780.80 Gredit Gard Fees 940.36 Charitable Contributions 1.252.76 Depreciatron 3.826.82 Dugs and SubrF,criptPgn% 4.814.06 Immigration Servlce Expense 27:655.00 Insurance E"n$a 107,9$8.85 I nterest Expense 738.73 Legal 8, Prof fem 74.626.79 t_IcenAA&s $ Perrnits 17.364.77 Meals and Entertainment 25.432.99 Mewtings & Saminara 21,705.97 office Expense 1A3,706.86 Parking & Tptls 3,958.06 Payroll Processing Foos 18.407.35 Penalties 879.37 Postage and Delivery 22,933.74 The FirranciaN statements have been generated from an accounting software. these financial statements have not been audited, reviewed or compiled and accordingly no assurance is provided. Infojini Inc. Response 79 Microsoft' �'t-a•crir rot i7, Partner 'partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-- INFOJINI INC Income Statement For the year ended December 31, 2D19 KIT,U11 Recruiting Expenses 421,880.94 Reirnbursable Expenses 244,665.62 Rent Expense 17,717.79 Repairs 3,460,43 Salaries & Wages 11,516,671.31 SWrage 2,976.32 Other Taxes 20,123.74 Payroll Tax 897,166-17 Property Tax 769-40 Telephone 5xpense 73,465.77 Training Expense 22,320.50 Travel Expense 65.383.88 Unifornis 786.04 Utilities 2,431.35 Polltical Contributions 2.50 Total Expense 15,616,552.04 Other Income Foreign currency exchange (770.00) Partnership inc - R Tech Inform 6,233.00 Total Other Income 5,463.00 Net Income 1,675,189.75 The Financial statements have been generated from an accounting software. These financial statements have not been audited, reviewed or compiled and accordingly no assurance Is provided. Infojini Inc. Response 80 Microsoft'�'t-a•crir roi i7, Partner 'partner RFP NO. 20-124 CONAFJINJ InformationTechnology As -Needed Professional Services -- In C:HAWI.A & CHAW A,PC W11RE u ruouc ACctwnrrnrrr5 To Thu 1!3Caird ofMnmters inFujini, Inc. l mtticuY4MD matiMPlnent is r"panaiblc row the aomnpanymg fmuncinJ sisu¢rnelrts Oflnlojini Inc. (m S-CurNmi-ftn), wlEit'li iwn ffmwr lhr IM19 T sheet as of December 3 I, 211 I s, -and the minted income stet* S memenk of cash flaw and natcment ui' 04ri in wickMden' equity far the year th" cndcd 41 apumcluhce wish -accounting prirm;ipiles gcatcrallp ucmVed in th¢ UnEtud Slates of Ammer, We have parfatmed a :tmpi[1liun engagerrrcnt in wi-Vrdanuc with Stutpments on Standu ds for Aaounung -and R-Me+v paumulgmted by the Xmxmnting and Review Services Commiam of the Al[C PA. lode did nut -audit or tevEew Clio fi,mnci d 9MLgiicnL9 iror were wr required to Jxribrm Daly pmceduram to verify the accuracy of cumlplet rk= of the intiii=tim provWcdl by nlanagmcnt. Accurditgly, we &k mA exprm an opinion, a conclusion, nor provide any furrn of axsurance nn Iheseffiiancial sumenwm. The C'uunpany, with the consort of Gt shuvhddm. has electod carder the Inumial Rcvmuc Cade to be m ,i-Corpmation, In Huts of coporation irworne warm the shan:lwkkrs of an 8 Corpmfloa arc mod on ijieir pro"imato sliore arihe ComWy's taxablo irrairm. 'Ihorrfrn-e Fick provision qr liahilily for ledcsa[ itlwme laxcs Mas been included in these Smicia] slatefnermt.-L Accvuntmg principka gerumAy acceptad in she United Sims or America require thou a lmovi%ian for anLulluutibl+c account_~ rcmivab]e br rcc w", Inf❑jini, Inc has not =orded such u prxtuision for unM]ecublc ,accminty rCCCIti iNo in 11w acwm-partying rinanrial AAffnenb, J4'farutg=cm his nat drtiRminrd the cFreet of t111a ckparttru mu the: fimmueial statements. Mzrop enl Fuel elected to omit substantial ly al I of the di&ck6urrs mquiW b3• genemlly accxpmed a =unting oncirles, Ir the amirted diw1asurvs were inelwU in the fimrteial statements, AV miW in%rnce dae r> a immiusiam about the Caarnpamy's finuneial rmitilml, kx uks of upezatiarw, and iadi Ruwy.. Accordingly, there 1inuneial swamnema arc not dcsigoed for (how who aw FiLA Informed show su h mamm Vkf:&VIklihdop<.iiderd with reSpOdirr IrlfbjiMi, Inc. . � `_�PC_ OAilhctsburg, Nil) J`cbruory 25, 2019 Infojini Inc. Response - 81 MICfOSoft s"'t-a•crir roc ,7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. Infojini, Inc. Balance Sheet At December 31, 2019 Aw*SE_`5 Current Assets 2018 Cash So6,415E Accounts Receivable 1,463,272 ROCelvuble from a4filiAt0 _ 3,046 Total Current ASIMU 4,01€2,737 flied Assets Fumitura Fixture & Equipment x5,070 Accuenu#a d I]eprecia#ion (22 1441 Total irixed Asonta 3,820 IntongMe #►eta Safltware 7,920 Accumulated Amrnartixation 01146il Total Intangible AsjL #'p 3,759 Other Assets yecurrty Deposit _ 4,SOO-- Total Other AssetIL TOTAL ASSET$, 4,0T4,8ZZ LIABILITIES & EgUItY L➢ablilties Current i 111131 f0" AAcrourits Payahle # 1,701,706 A cCrued Expenses AGU,912 Credit Card Payable 1,727 'rotoi'Current MaWlitics 012,245 Total Liabilities $ 2,012,245 Equity Capital Stock 2,000 Retained Earnings 2,061,577 total Equity 2,062,577 TOTAL LIABILITIES IL EQUITY S 4,074,822 a SVE ACCOUNTANT' COMPILAMN REPORT Infojini Inc. Response - 82 MICfOSoft s"" a•crir rot ;7, partner partner RFP NO. 20-124 CONAFJINJ InformationTechnology As -Needed Professional Services-. Infojini, Inc. Income Statement For the Year Ended December 31, 2019 2018 Income loco rn a 22,957, 437 Total inrome. 22.957,437 C45t of G6od5 gold U �G4 kr3Stars 12,366,974 Refmbursed Expanses 80,721 Total Cost or Goods Sold 22,447,695 Gross Prafft $:L0,509,742 Expenseq BcouunUng $ 33,M Advertlsing 14,056 Arnarhlzatlon 20518 Auto Expnnaas 34178 Bank Charges 3,21330 Cc Iri patdr a nd intern et 14, TI06 Gredlt hard Fees f,'75-8 Cansultingfee:r 3,7-08 CcrAtrlbutlona #0651 Continuing Education 996 Depreciation Expanse ale Dues A Suburrlptlon 60994 Gifu 27 Insurance 50,553 Intehcst S,970 Ucense & Permits 15,973 Moils & EntdrtainnVAr5t 28,703 Qmce Expense 59,595 PrafassFanal Fees 106,663 Pa rking 4r204 Payroll l;Ypense 7,411,559 Payroll Taxes 589,1877 Payroll Foes 110555 penaltles 722 Postage & Delivery I6,108 Rent 9,573 Other Taxes 100729 Telophorta 46,357 Training 1r468 Travai 298,237 lterrullmen# Expen€e 490r133 Repalm & Maintenance 95 VN#Itles 2,324 Franch 14e taxes 5,225 Meeting & Conference 12056 Storage #,]d0 Uniforms S921 TGxel EYPens*x $ 9r2580144 Nqft Ordinary Ing4rn-e 112,5E:4554 Other Incarne f Expense Y'O#al Other trrcame 0 Met rneorne S HEE ACCOUNTANTS' COMPILATION REPORT Infojini Inc. Response - 83 MICfOSoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ Information Technology As -Needed Professional Services-. Infojini, Inc. Stotemenxt of Cas#n Flow For the Year Endcd DeCember 31, 20LS 201E OREA TING ACTIVITIES suet Iucame $ 1,2511656 A dju9tments to mcinmclh� Mat Inconne to net ciiSA prOVIded by operations, Depraclation Expense 310 Amortization Expense 11510 /4ggounts Re€mivable (&",927) Employea AdV#rkta Other current assets Credit Card Payable (1i,585} Other Liablkities (33,2ir2} Arrrued Expenses 02,311 Accounts Peyablq 395,X6S Net camh Provided by Operating Attivitias 873,754 INViErSTING ACTIVITIES Furniture Mxturea & Cqulprnent (4,136) Software i4,600) Net oath prow Ided by tnvast4nQ Ac#Ivities _ ># 93n5 FINANCING ACTIVT VES Lana of Cre-dIt (310,00a) Shareholder Distributions t3l,914Y Net cash p vided by Fipie neing ACUVRI" {34L914 Met cash Increase for period 527,904 Cash at beginning of period �E8,5L5 Casa dt -aml of peed S 596,419 Interest Paid $ 5,070 Texe6 Paid 91636 6 SEE ACCOUNTANTS' COMPILATION Rf"RT Infojini Inc. Response - 84 MICfOSoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ InformationTechnology As -Needed Professional Services-. In1olini Inc. Stestemoat of Changes in Staelth0polo r'B Equity #ar th* Year Ended oecemb-cr fit, 201,E Balance at December 31, 2017 Issue Of COrnMOn StOC-k Shareholder distributions Het Income BaPiRmie at December 31, 2018 _ Camman Stacy Accumulated Total Shares Par Value Earnings ],t700 $ 1,l}UO # 1i4,935 642.93 - - 1,25I.SSis 1.25%.5�6 1,"Q AAMO, -$..—2AM4977 $ 2,10162.577 7 SEE ACCOUNTANTS' COMPILATION REPORT Infojini Inc. Response - 85 MICfOSoft s"" a•crir roi ;7, partner partner RFP NO. 20-124 CONAFJINJ InformationTechnology As -Needed Professional Services I 'o►rr CERTIFICATE OF LIABILITY INSURANCE ]AIE I"�°U'TYYYr I,.ar7ljrl 'Nim GEAtiFICATE IS ISSUED AS A MATTER pF INFpRmATLEIN ONLY ?,NO CONFERS NO krpriTS iJpON T'jiE -CERTIFICATE HOLLER, THIS CERTIFICATE GOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND. 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Response - 86 ParinMIx,t a•crlr rol';7, partnerr partner EXHIBIT B REQUEST FOR PROPOSAL NO. 20-124 REQUEST FOR PROPOSALS (RFP) NO. 20-124 FOR Information Technology As -Needed Professional Services CITY OF SANTA ANA Information Technology Department Jack Ciulla Chief Information Officer Phone: (714) 647-5381 Email: jciullat�santa-ana.org KEY RFP DATES: The schedule below is tentative and subject to change at the discretion of City, with appropriate notice to prospective Proposers. Issue Date: Deadline for Questions about RFP proposal Due Date: Review of Proposals: Projected Award Date: October 26, 2020 November 9, 2020 November 24, 2020, by 4:00 PM on or about November 24 — 30, 2020 on or about December 2020 "I) CITY OF SANTA ANA RFP NO. 20-124 FOR Information Technology As -Needed Professional Services TABLE OF CONTENTS PAGE I. BACKGROUND 3 II. PROJECT PURPOSE 5 III. SCOPE OF SERVICES 5 IV. TERM OF AGREEMENT 8 V. RFP SCHEDULE OF EVENTS 9 VI. RESPONSE TO RFP 10 VII. SELECTION PROCEDURES & CRITERIA 15 Vill. WITHDRAWALS 16 IX. PROTESTS 16 X. GENERAL TERMS AND CONDITIONS 16 XI. AWARD OF AGREEMENT 21 XII. IMPLEMENTATION 21 EXHIBIT A — SAMPLE AGREEMENT 22 ATTACHMENT A — REFERENCES 30 ATTACHMENT B — PROPOSER'S STATEMENT 31 ATTACHMENT C — NON -COLLUSION AFFIDAVIT 32 ATTACHMENT D — NON -LOBBYING CERTIFICATION 33 ATTACHMENT E — NON-DISCRIMINATION CERTIFICATION 34 RFP No. 20-124 Information Technology As -Needed Professional Services Page 2 of 35 (9) CITY OF SANTA ANA BACKGROUND A. The City of Santa Ana (the "City"), incorporated in 1886, is located in Orange County, California, which is considered to be one of the top growth areas in the state, as well as in the country. The City currently occupies a land area of 27.2 square miles and serves a population of approximately 338,000. The City of Santa Ana is a full service City of approximately 1050 full-time and 510 part-time employees with twelve (12) agencies (departments). The City Council is composed of an elected Mayor and six (6) Council Members. B. INFORMATION TECHNOLOGY DEPARTMENT The City's Information Technology Department (ITD) is comprised of a group of 24 employees that includes the Infrastructure and Applications divisions, as well as the Administration and Technology Support units. The team is augmented through various professional services agreements which provide staffing and managed services. The departmented is headed by the Chief Technology Innovations Officer, who serves as it director and reports directly to the City Manager. The combined team of employees and contractors serve as a centralized IT organization to support the technology needs of the entire organization. (The Police Department has a small group of direct employees who provide desktop support and specialized application support for that department). The City is currently contracted with several vendors, under the staff augmentation service model. These contracts are set to expire on February 6, 2021. Other agreements with vendors for managed services are set to expire are various future dates. The City recognizes that the staff augmentation model is only one model of providing IT services. Different models are also used by the department, when beneficial to the organization. However, This RFP only relates to the agreements related to staff augmentation portion of IT services. C. CITY IT ENVIRONMENT There are more than 23 facilities throughout the City of Santa Ana that are serviced by ITD. These include City Hall, Ross Annex, Parks, Community Centers, 2 Libraries, and Police Headquarters. The ITD is located in City Hall, but supports all locations. The ITD coordinates services with the PD IT organization. 1. Data Centers The City currently has two data centers housing IT infrastructure: City Hall and Police Headquarters. There are approximately 1,500 users, employees and contractors, supported either on -premise or remotely through VPN. 2. Network and Telecom The City's network environment consists of 115 Cisco switches, 20 Aruba Switches, 297 Aruba wireless access points, 5 Aruba WiFi controllers, 7 Cisco routers, 3 Fortinet firewalls, 3 Cisco firewalls, and numerous video cameras. The City also operates a Mitel VOIP phone system with more than 1,100 users. The phone system utilizes 5 PRI circuits for City Hall and remote locations and 54 PRI circuits for PD. RFP No. 20-124 Information Technology As -Needed Professional Services Page 3 of 35 (9) CITY OF SANTA ANA 3. Server Administration The City's server environment consists of 57 physical HP servers and 321 virtual (VMWare) servers, 142 TB of HP 3PAR FC storage, and 816 TB of iSCSI PD VSS storage. The City utilizes Commvault, Barracuda and Veeam to backup all of the City data. 4. ERP Applications The City operates a number of enterprise -wide software systems including the Infor Lawson Financial Management, Neogov High Line Human Resource/Payroll, MHC Document Express, and the Questica Budget systems. 5. Specialized Applications The City also operates numerous specialized applications that are primarily used by one or two departments. These systems include SAPIN Land Management and Permitting, enQuesta Customer Information (utility billing), Business Tax and Licensing, Dog Licensing, Civic Plus CivicRec class and recreation scheduling, DataTicket parking citations, Qmatic queuing and appointment scheduling, Happy Software Housing Pro, iNovah cashiering, Cherwell IT service management and many homegrown custom systems. The City is also in the process of implementing a new Advanced Meter Infrastructure (AMI) system, Meter Data Management (MDM) system, and is in the process of selecting a new land management system. 6. GIS and Asset Management The City's Geographic Information System (GIS) allows for the collection, storage, and management of spatial data. The City supports several GIS-related applications include ERSI ArcGIS, CityWorks Asset Management, and Tyler MyCivic work management and mobile app. 7. Content and Collaboration The City operates several applications that facilitate the management of content, records, and collaboration of information. These systems include the Drupal Internet content management system, the intranet site, Laserfiche enterprise content management, and Granicus meeting management. 8. Technology Support Services The City's environment consists of more than 2,000 personal computers and laptops, more than 500 mobile devices including phones, cellular hotspots, and tablets. The Technology Support Services group provides help desk services, desktop support services, provides management of IT assets, supports smart conference rooms, and provides support for City meetings. The Chart 1, below, depicts the functional organization of the Information Technology Department. RFP No. 20-124 Information Technology As -Needed Professional Services Page 4 of 35 "I) CITY OF SANTA ANA ■ Ik4p04s1n ■ DesigoP+li-aplraps ■ Mobdks Derxxs ■ Prin[Ms • IT AsmT Menagemrni Mana0 Fr SCMu Man agemenT simtemln-WI + user UKktop App Tralning • Hetw•or4 brut lane cyhrrscrrulty '�reksa IrdtuslrueSurr errd Acres Prints • Internet aoanert" + Ikevrdl■ndIRS ♦ WIN tul:riti • re]rx*rlsllwlITF.l1 r sprrlcIj Dal+, and Yule.! Vendpt {gnat deti Datmanter manag44nert[ pyslcd & vhtwl servers backup I mall system ado iNstta1LVA W4rnge Active Vltcrtlat4 wwity Ilpsled 11.1-5ti aavun I .2 Chart 1 — Information Technology Department (ITD) Information Technology Department Functional Organization Chart IntfFr6et and • land • f$Rl QS ■ Ilnancial Inlranet Management • fnScrprlsaAsW Wrwerk"t Content SyblCm TWIN} Managrrntvnt jMOR Imwsbhj Mana R • Customer Splcm{FAK • HR/Pwai ll System ICMS} Ir1kXn t14n • GISIMt;da[es (Nro5w It h Ilne) ShWVP lrx $i'sWn KIq • CAD system ■ 8umnew t.awrfKhe IenCUW41 u,ppor[ Inle Renee 0114l s REM • License WA tat . Tnghnocrh g ■ lIPCunK+nl E>tI>im . systems systems 1MHCI . Cashltrring . Map hquests • Prrsannel syatrms ym— • NR sysiChr • LRtra.ry systcnr. • MA 4yatrmI, a la;tal syfrttms r parks Rcr[ral Ion SyNtmg • KA 5inten1% II. PROJECT PURPOSE The City of Santa Ana is seeking a qualified firm(s) that can provide a broad range of Information Technology (IT) support, maintenance and new project consulting for its various departments. Services will be requested for an as -needed duration and charged on an hourly - basis. III. SCOPE OF SERVICES A. GENERAL REQUIREMENTS 1. IT Service Provider(s) management will be expected to work in conjunction with City IT Management in order to provide effective day-to-day management of work activities and tasks of their staff, manage their leave requests, provide replacement staffing (if requested by City) and manage the onboarding/off boarding of their staff. 2. IT Service Provider will be responsible for all payments and benefits for their personnel placed on assignments with the City, including payroll, taxes, other withholding, vacation, other benefits, etc. RFP No. 20-124 Information Technology As -Needed Professional Services Page 5 of 35 (9) CITY OF SANTA ANA 3. IT Service Provider(s) shall provide for on -site support between the hours of 7:30 am to 5:30 pm Monday through Friday or alternative hours as requested or approved by City IT Management. Service provider staff may be required to occasionally be on -call and provide after -hour services. After -hour work may also be required during scheduled maintenance windows and Service Provider staff may be requested to flex their hours. 4. All IT Service Provider personnel must wear a visible identification badge or clothing when at City facilities, identifying staff members as employees of the IT Service Provider. The City maintains the right of refusal for staff deployed to City facilities by the IT Service Provider. 5. IT Service Provider will be responsible for the conduct of any temporary contract service personnel placed with the City. If, at the sole discretion of the City, a temporary contract service person is determined to be unsatisfactory for any reason, the Proposer will withdraw the individual upon notification by the City. The City will not be charged for the period of unsatisfactory service. 6. IT Service Provider personnel will utilize the City's IT Service Management System (ITSM), currently Cherwell, for managing work service and change requests. 7. City will provide reasonable office space and furnishings for IT Service Provider personnel. The City may also provide an office phone if necessary. IT Service Provider will be responsible for any toll calls made by the contractor that are not made on behalf of the City. 8. The City does not provide onsite parking. IT Service Provider or their staff are responsible for any offsite parking expenses that are required. 9. IT Service Provider is responsible providing their personnel with all equipment, software, and office supplies necessary for their staff to perform their duties. This includes computer equipment (PC, laptop, monitor, etc.) and cell phone. The City will provide a base image for computers that meets City -security protocols and will allow network connectivity to IT Service Provider personnel. IT Service Provider will delete all software and reimage the computer when it is no longer used for City of Santa Ana business. 10. City will provide IT Service Provider personnel with reasonable access to City staff as necessary and appropriate to for IT Service Provider to fulfill its obligations. In order to facilitate reasonable access to City staff, IT Service Provider personnel may be issued City email accounts, phone extensions, and badges that provide access within City facilities. 11. IT Service Provider personnel must have a Live Scan background check performed by the Department of Justice prior to being placed at the City. (See section X.F.) 12. The City will pay only straight time (i.e. no increase in effective hourly billing rate) for all hours worked. Overtime will be considered as any time in excess of the City's scheduled work week. The City will pay only for hours in excess of a normal schedule when authorized in advance by the City's Information Technology Director or a designated manager and then only at a straight time rate. 13. The City does not provide compensation for temporary technology contract service personnel or technology consultants for holidays unless they are required to work on a City holiday and their work time has been prior approved by the City's Information Technology Director or a designated manager and then only at a straight time rate. The following are City Holidays: RFP No. 20-124 Information Technology As -Needed Professional Services Page 6 of 35 (9) CITY OF SANTA ANA • New Year's Day • Martin Luther King Jr. Day • Presidents' Day • Memorial Day • Independence Day • Labor Day • Thanksgiving Day (2 days) • Week between Christmas and New Years (dates vary) B. SERVICES BEING SOUGHT The City seeks IT Service Provider(s) to provide personnel with specific technology skills to perform assignments of varying lengths. Multiple pre -approved IT Service Providers may be contacted to propose resources and a quote for a requested assignment/project. In response to requests from the Information Technology Department, the IT Service Provider(s) shall: 1. Research their roster of personnel and/or recruit for potential candidates. 2. Screen available candidates in order to match technology skills and work experience with requirements of the City job assignments. 3. Confirm candidate qualifications including technology skills, experience, work habits, interpersonal skills, quality of work performed, reference checks, etc. 4. Confirm candidate availability for the City assignment. 5. Provide the City with resumes of screened qualified candidates (identifying skills, work experience and education) and their hourly bill rates. 6. Upon the City's conditional acceptance of a candidate, conduct required background checks (See section X.F.). 7. After a candidate has been accepted but prior to beginning the engagement, inform the candidate on the standard of conduct required of those working with the City and brief the candidate on pertinent business procedures (e.g. time reporting, requesting time off, personnel benefits, etc.) 8. After an engagement starts, work with City IT Management to determine staff member's duties and responsibilities. Provide monitoring of staff member's performance on a periodic basis to ensure their continuing fit with the City and the City's satisfaction. 9. There is no guarantee as to the number of times a Proposer will be used or the dollar amount that will be expended with them. C. DESCRIPTION OF TECHNOLOGY POSITIONS TO BE PROVIDED The skills and services will be needed in the technology categories of: • Application & Development Services • Project Management & Business Analysis RFP No. 20-124 Information Technology As -Needed Professional Services Page 7 of 35 (9) CITY OF SANTA ANA • GIS Services • Desktop Support & Helpdesk • Network & Telecommunications Services • Data Center & Operations • Cybersecurity Specific abilities required will vary depending on the operations and projects involved. Detailed identification of knowledge, skills, abilities, experience and education will be provided for each assignment with the City. Table 1, below, shows a sample of technology -related positions by category for which the City may seek Proposer(s) to provide contract service personnel. This list is not exhaustive or fixed. As the technology needs of the City change, the technology specialties sought will also change. This list does demonstrate the range and depth of technology fields and positions potentially sought by the City. Contract service personnel and consultants may be expected to perform other related duties not specifically detailed herein or in the City's pre -engagement description of the assignment (at the quoted rate) but that are generally within the scope of the job classification requirements for knowledge skills and abilities specified. Applications & Development Services • Systems Analyst • Programmer/Developer (.NET -C#, VB.NET) • Web Developer (.NET/PHP) • Database Administrator (MS SQL, Oracle) • Document Imaging Application Specialist (Laserfiche) • Business Intelligence Specialist • Mobile App developer (iOS & android OS) Project Management & Business Analysis • IT Business Analyst (with municipal government experience) • Project Lead (for deployment of purchased software application) • Technology Consultant for specialized applications (See Sections I.A.4 & 5 above, e.g., Lawson, HighLine, etc.) • System Evaluation & Selection Consultant GIS Services • GIS Administrator • GIS Analyst • GIS Intern Network & Telecommunications Services • Infrastructure Architect • Network Engineer (Cisco) • Network Security Engineer (Cisco/Fortinet) • Network Specialist — LAN Administrator (Cisco) • Wireless infrastructure Engineer (Aruba) • Telecom VOIP Administrator (Miltel/Shoretel) • Telecom VOIP System Engineer (Miltel/Shoretel) Data Center & Operations • Systems Architect and Engineer • Systems Administrator (MS Windows Server) • Data Center Engineer (HP servers, Win OS, VMware, HP SAN) Cybersecurity • Cybersecurity Engineer • Cybersecurity Analyst Desktop Support and Helpdesk • Tech Support Lead • Tech Support Specialist (Desktop) • Tech Support Intern Table 1 - Potential Technology Specialties by Category (Caution: List is not comprehensive) RFP No. 20-124 Information Technology As -Needed Professional Services Page 8 of 35 (9) IV. V. VI CITY OF SANTA ANA TERM OF AGREEMENT The term of the agreement is four (4) years. The City may, at its discretion, extend the agreement with the same or more limited scope of required services for up to one (1) additional two-year term, contingent upon direction of the City Manager. RFP SCHEDULE OF EVENTS Schedule below is tentative and subject to change at discretion of City, with appropriate notice to prospective Proposers. Issue Date: Monday, October 26, 2020 Deadline for Questions about RFP: Monday, November 9, 2020 Proposal Due Date: Tuesday, November 24, 2020, by 4:00 P.M. Review of Proposals: on or about November 24 — 30, 2020 Projected Award Date: on or about December 2020 RESPONSE TO RFP A. SUBMITTAL INSTRUCTIONS It is the responsibility of the Proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to the proposal due date and time. Proposals, including all required sections and forms, shall be submitted electronically via the City's Bid Management System, PlanetBids. No other form of submittal will be accepted. It is the responsibility of the Proposer to ensure that any proposals submitted has been uploaded to PlanetBids prior to this proposal due date and time. PlanetBids will not accept late bids and no exceptions shall be made. Proposers will receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their proposal was submitted successfully. The City will only receive and consider those proposals that were transmitted successfully. Submit proposal online at: http://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposer shall be solely responsible for informing itself with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer's sole risk and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992-1771. Questions of an operational nature may be directed to the City's assigned Project Manager. Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline. Proposals shall NOT be mailed or sent via telegraphic, electronic or facsimile means. RFP No. 20-124 Information Technology As -Needed Professional Services Page 9 of 35 (9) CITY OF SANTA ANA All notifications, updates and addenda will be posted online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal. B. COMMUNICATION / CONTACT WITH CITY STAFF Unless otherwise authorized herein, Proposers who are considering submitting a proposal in response to this RFP, or who submit a proposal in response to this RFP, are only to communicate with the assigned Project Coordinator(s), and no other City staff about this RFP from the date this RFP is issued until a contract is awarded. The City will provide all official communication concerning this RFP in writing via the City's Bid Management System, PlanetBids. General questions regarding this RFP may be directed to the City's assigned Buyer utilizing the City's PlanetBids system. The City will not be responsible for or bound by any oral communication or any other information or contact that occurs outside the official communication process specified herein, unless confirmed in writing by the designated Project Manager. C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS Questions regarding this RFP shall be submitted via PlanetBids by 4:00 PM on November 9, 2020. Responses to all questions will be posted on PlanetBids no later than the date and time shown at the schedule of key RFP dates above. All prospective Proposers are advised to visit PlanetBids on a regular basis as the responses may be posted earlier than the date above. No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP. D. ADDENDA Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City's PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanylD=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. E. UNDERSTANDING PROPOSAL It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, or requirement of the RFP that the Proposer does not understand. Responses to inquiries, if they significantly change or clarify the RFP requirements or any aspect of the procurement process, will be forwarded by addenda to all Proposers. The City will not be bound by any oral responses to inquiries. By submitting proposals, Proposers assert that they have fully read the RFP and any addenda issued by the City, the proposed Contract and any other Contract Documents, and affirm that the terms and conditions stated therein are fully understood and are acceptable to the Proposer. Each Proposer RFP No. 20-124 Information Technology As -Needed Professional Services Page 10 of 35 (9) CITY OF SANTA ANA accepts the terms and conditions of the Contract Documents and indicates their ability and willingness to perform the requested services under such terms and conditions. Any exceptions to the terms and conditions set forth in the Contract Document should be clearly noted in each Proposer's proposal. Please direct all questions regarding the procurement process to: City of Santa Ana Finance & Management Services — Purchasing Division Stephanie Martinez, Buyer Email: SMartinez10(@santa-ana.orq Phone: (714) 647-5468 F. PROPOSAL CONTENTS Proposals are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Colored displays, promotional materials, etc., are not necessary or desired. Emphasis should be concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, and on completeness and clarity of content. Dividers and clear organization of content and material are encouraged. 1. Cover Letter Proposals shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity. Cover Letter shall not exceed one page. Cover letter must be addressed to the following: Jack Ciulla, Chief Technology Innovations Officer City of Santa Ana — Information Technology Department 20 Civic Center Plaza Santa Ana, CA 92701 2. Agreement Statement Proposal shall include a statement outlining your concurrence or concerns with any and all provisions as contained in the Standard Agreement attached as Exhibit A of this RFP or with the General Requirements section (I II.A). 3. Firm and Team Experience Proposal shall include a profile of the firm's experience including the following: A general description of the firm, including size, number of employees, number of staff placed at client organizations, and any past or contemplated changes in ownership. ii. Name and contact information of the supervising Engagement and/or Resource Manager to be assigned to the engagement. iii. Resumes for the Engangement and/or Resource Manager(s) assigned to the engagement. RFP No. 20-124 Information Technology As -Needed Professional Services Page 11 of 35 (9) CITY OF SANTA ANA iv. A description of the firm's experience in providing similar services to those requested in this RFP with emphasys on other public -sector agencies. v. A list of the local office's most significant engagements in the last five (5) years, indicating whether they are public or private sector, and including scope of work, date, positions staffed for client, and name and telephone number of the client contact. 4. Supplemental Questions L Description of the major service offered by the Proposer's firm ii. List of acceptable invoicing frequencies. (i.e., weekly, bi-weekly, semi-monthly, monthly) iii. The number of years that the Proposer has been in the business of providing temporary technology contract service personnel and/or consulting services of the kind sought by the City. (If company name or ownership has changed of the period cited, please note and explain.) iv. Description of the overall qualifications of the Proposer, including its experience and its ability to provide temporary technology contract service personnel and/or consulting services v. Description of any unique qualifications and experience that distinguish the Proposer's ability to provide temporary technology staffing and/or consulting vi. Description of any other information the Proposer feels is relevant in helping the City gauge the Proposer's business stability vii. No more than three (3) samples of the style of resumes that your firm would provide to clients. (This will allow the City to assess the readability of the formats and the usefulness of contents of the resumes the City could expect from the Proposer. These resumes will not be used to rate potential candidates.) viii. List of the types of technology specialties for which the Proposer provides temporary placements or consulting services. (For example, if you only provide consulting services for a specific product or skill -set, please specify.) ix. List of any unique qualifications and/or experience that distinguish the Proposer's ability to provide temporary Contract Service Personnel or consulting services in the various technology fields/specialties. For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct technical qualifying testing, to use highly -qualified technology screeners to evaluate and rate candidates' skills, to employ special techniques to track a placed contractor's performance, to provide on -call for specialized technology needs, etc. These are examples only and not mandatory services or qualifications. x. Description of Proposer's methods used to identify potential candidates RFP No. 20-124 Information Technology As -Needed Professional Services Page 12 of 35 (9) CITY OF SANTA ANA xi. Description of Proposer's methods used to screen candidates and to match their qualifications against the requirements of a City job assignment xii. Description of Proposer's methods used to assess and confirm candidate's technology skills/knowledge, experience, work habits, interpersonal skills, etc. xiii. Description of Proposer's methods used to establish candidate availability with respect to the project schedule of the City assignment Av. Description of proposer's process for conducting staff evaluations xv. Explanation of any training opportunities made available by the Proposer for technology personnel engaged with the City xvi. Explanation of any effort the Proposer takes to ensure that the technology knowledge and skills of its staff engaged with the City are maintained and refreshed during long term engagements with the City xvii. Description of any programs and benefits provided by the Proposer to its personnel engaged with the City that ensure their retention for the period required by the City xviii. Confirmation that there are no penalties to either the City or IT Service Provider personnel placed with the City if that individual was to become a City employee. If there is a minimum amount of contract time that would need to occur, specify that amount of time (e.g, After six months of placement, IT Service Provider personnel may be hired without any penalties, etc.). 5. Cost Proposal Complete these tables for each of the Technology Specialties listed in Section III.C, Table 1. For example, you may provide a System Analyst or a Network Engineer. Estimated Rates These rates are just estimates based on current engagements that you have. Actual rates will be quoted at the time of order placement per the process described in Exhibit A, Section 5. Add as many rows as necessary. Title Estimated Hourly Rate (Offsite) Estimated Hourly Rate (Onsite) Minimum Engagement Hours Markup Percentages This reflects the markup percentages used by your firm to when staffing Contract Service Personnel with the City. The first row reflects the markup if the Proposer(s) are asked to find a resource. Since this scenario requires additional marketing costs, it is expected the markup will be higher. The second row should reflect the markup if RFP No. 20-124 Information Technology As -Needed Professional Services Page 13 of 35 CITY OF SANTA ANA a resource has already been identified and no marketing is required. Furthermore, identify the different markup percentages between a W2 employee and Corp -to -Corp resource. Finally, estimate approximately how many hours would be necessary before the markup (and corresponding rate) would drop to that of the Identified resource markup percentage. These percentages should remain fixed throughout the entire term of the agreement, including optional renewals. Resource W2 Employee Corp -to -Corp Est. Hours Until Rate Type Markup % Markup % Drops to Identified Resource Markup % Proposer Found Resource Identified Resource N/A * To be determined at acceptance of candidate 6. Certifications (ATTACHMENTS) The following forms, included in this RFP, shall be signed and included as part of the proposal submittal package: • Attachment A: References Attachment B: Proposer's Statement Attachment C: Non -Collusion Affidavit • Attachment D: Non -Lobbying Certification • Attachment E: Non -Discrimination Certification 7. References Contractor shall provide three (3) references from public agency customers for which similar to services specified in this RFP have been performed, including contact names and telephone numbers, and types of services your firm has provided. Use Attachment A — References. The respondent grants permission for the City to contact any individuals listed as references. City may disqualify a Proposer if. - References fail to substantiate Proposer's description of services and deliverables provided; or • References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or • City is unable to reach the point of contact with reasonable effort. It is the Proposer's responsibility to inform the point of contact(s) of normal City working hours. RFP No. 20-124 Information Technology As -Needed Professional Services Page 14 of 35 (9) CITY OF SANTA ANA 8. Evidence of Financial Capacity Proposer may be requested to submit its most recent audited financial statement, evidencing Proposer's financial capacity to fully perform the required services, including provision of equipment and personnel expenses over a ninety (90) day period. If said financial statement does not reflect full ninety (90) day operational capacity, Proposer may include a letter of credit as evidence of supplemental capacity. 9. Insurance The selected Proposer shall provide the required evidence of insurance coverage as set forth in the standard agreement within ten (10) business days after receipt of Notice of Intent to Award. Contractor must maintain, for the duration of its contract, insurance coverages as required by the City. Subcontractors must comply with the City's insurance requirements as stated herein. Primary Contractor shall not allow any Subcontractor to commence work until all insurance required of Subcontractor is obtained. Additionally, Contractor shall provide the following insurance coverage: A warrant that the firm maintains a prudent amount of errors and omissions insurance that covers negligent acts and is applicable to the work requested in this RFP. Work on the contract shall not begin until after the awarded Contractor has submitted acceptable evidence of the required insurance coverages. VII. SELECTION PROCEDURES & CRITERIA A. The City will establish a proposal review committee, consisting of Information Technology Department staff designated by the Chief Technology Innovations Officer. The review committee will evaluate proposals based on the response to the RFP, which includes adherence to outlined directions and format, and the responses to the information requeseted above. B. Proposers will be ranked by the selection committee staff based on the following criteria: • Overall ability to provide the services based upon the responses to the RFP (25%) • Responses to Supplemental Questions (Section VI.F.4.) (25%) • Experience with similarly sized governmental agencies in providing the types of services outlined in this RFP (25%) • Responses to Cost Proposal (Section VI.F.5) (25%) RFP No. 20-124 Information Technology As -Needed Professional Services Page 15 of 35 "I) CITY OF SANTA ANA C. A final score will be calculated for each submitted proposal and used to rank Proposers. The City is under no obligation to accept any proposal and reserves the right to negotiate with respondents as to fees and terms. The City may reject proposals at its sole discretion. If a proposal fails to satisfy any requirements outlined in this RFP, it may be considered non -responsive and the proposal may be rejected. The City shall not be obligated to accept the lowest priced proposal, but will make an award in the best interests of the City of Santa Ana after all factors have been evaluated. Finance staff will recommend the top ranked consulting firm to the City Manager or City Council for award of contract. Vill. WITHDRAWALS Proposers are responsible for verifying all prices and information before submitting a proposal. Prior to the proposal due date, the Proposer or Proposer's representative may withdraw the proposal by providing written notice of the proposal withdrawal to the City Contact/Project Manager. Verbal or telephonic withdrawals are not permissible. IX. PROTESTS Proposers may file a "protest" to an RFP with the City's Purchasing Department. In order for a Bidder's protest to be considered valid, the protest must: Be filed in writing within five (5) business days of either the RFP issued date or before 5:00 p.m. of the 5th business day following the posting of Bid Results/Notice of Intent to Award Contract on the City's website; 2. Clearly identify the specific irregularity or accusation; 3. Clearly identify the specific City staff determination or recommendation being protested; 4. Specify, in detail, the grounds of the protest and the facts supporting the protest; and 5. Include all relevant, supporting documentation with the protest at time of filing. If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest is valid, the City's Purchasing Manager, or other designated City staff member, shall review the basis of the protest and all relevant information. The Purchasing Manager will provide a written decision to the protestor within ten (10) business days from receipt of protest. The decision from the Purchasing Manager, or her/her designee, is final and no further appeals will be considered. RFP No. 20-124 Information Technology As -Needed Professional Services Page 16 of 35 (9) CITY OF SANTA ANA X. GENERAL TERMS AND CONDITIONS By submitting a Proposal, the Proposer acknowledges that it has thoroughly examined and accepts the Terms and Conditions of this RFP as described below: A. AMERICANS WITH DISABILITIES ACT The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans with Disabilities Act of 1990 ("ADA"), 42 USC §§ 12101 et seq., and its implementing regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against persons with disabilities nor against persons due to their relationship to or association with a person with a disability. Any contract entered into by the awarded Contractor (or any subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph. B. CITY RIGHT TO REJECT The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RFP or otherwise. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any minor inconsistency, informality or technical defect in the proposal. C. CONFLICT OF INTEREST Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the City. This obligation shall apply to the Contractor; the Contractor's employees, agents, and Subcontractors associated with accomplishing work and services hereunder. The Contractor's efforts shall include, but not be limited to, establishing precautions to prevent its employees, agents, and Subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence City staff or elected officers from acting in the best interests of the City. Each Proposer must disclose any existing or potential conflict of interest relative to the performance of the contractual services resulting from this RFP. Any such relationship that might be perceived or represented as a conflict should be disclosed. The City reserves the right to disqualify any Proposer on the grounds of actual or apparent conflict of interest. No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded a Contract for the provision of services, the delivery of supplies, or the provision of any other related action which is required, suggested, or otherwise deemed appropriate as an end product of this Contract. Therefore, Contractor is precluded from contracting for any work recommended as a result of this Contract. D. CONTRACTOR'S EXPENSE Pre -Contractual Expenses: The City is not liable for any costs incurred by Proposers prior to entering into a formal contract. Costs of developing a response to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Pre -contractual expenses are not to be included in the cost proposal. Pre - contractual expenses include, but are not limited to, preparation of the proposal, submission of the proposal and additional information, attendance at pre -proposal RFP No. 20-124 Information Technology As -Needed Professional Services Page 17 of 35 (9) CITY OF SANTA ANA conference, negotiating any matter related to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date of award and execution, if any, of the contract. Other Expenses: The Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on City sites during the performance of work and services under this Contract. E. CONTRACTOR'S PROJECT MANAGER/KEY PERSONNEL Except as formally approved by the City, the key personnel identified in Contractor's proposal shall be the individuals who will actually complete the work. Changes in staffing must be reported in writing and approved by the City. The City shall have the right to require the removal and replacement of the Contractor's Project Manager and key personnel under the awarded contract. The City shall notify the Contractor in writing of such action. The City is not required to provide any reason, rationale, or additional factual information if it elects to request any specific key personnel be removed from performing services under the awarded contract. The City shall review and approve the appointment of the replacement for the Contractor's personnel. Said approval shall not be unreasonably withheld. Standards of Conduct: Contractor's personnel shall be courteous and maintain good working relationships with all stakeholders, state or outside agencies, other team members and staff within the City. Criminal Background Certification: Contractor certifies that all employees working on this contract have had a criminal background check at Contractor's cost and that said employees are clear of any sexual and drug -related convictions. Contractor further certifies that all employees hired by Contractor or Subcontractor shall be free from any felony convictions. City reserves the right to require Contractor to pay fingerprinting fees for personnel assigned to work in sensitive areas. F. BACKGROUND INVESTIGATIONS Unless exempted by the City, Proposer(s) will conduct a background check on each candidate (after the candidate's conditional acceptance by the City and prior to the start of any engagement with the City). Contract service personnel and consultants on assignment with or in support of the Santa Ana Police Department (SAPD) will be required to pass a SAPD background investigation prior to beginning work with SAPD. Full name, address, phone number, birth date, Social Security number and driver's license number must be furnished to the City upon request. An application for SAPD background must be completed by each prospective contract service person who will be providing on -site services to SAPD. G. COST PROPOSAL The price and amount of the Cost Proposal/Fee Schedule must have been arrived at independently and without consultation, communication, agreement or disclosure with or to any other Subcontractor, Proposer or prospective Proposer. Prices offered by Proposers in their proposals are an irrevocable offer for the term of the contract and any contract extensions. The awarded Contractor agrees to provide the RFP No. 20-124 Information Technology As -Needed Professional Services Page 18 of 35 (9) CITY OF SANTA ANA purchased services at the costs, rates, and fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees shall be payable to the awarded Subcontractor for implementation of their proposal. H. DATA RETENTION Contractor shall be responsible for retaining data, records, and documentation for the preparation of required items. These materials shall be made available to and as requested by City. All materials, documents, data or information obtained from the City Data files or any City medium furnished to Contractor in the performance of an awarded contract will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Contractor after completion or termination of this Contract without the express written consent of the City. All materials, documents, data or information, including copies, must be returned to the City at the end of the contract. All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall become property of the City. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. I. DRUG -FREE WORKPLACE The awarded Contractor certifies compliance with Government Code Section 8355 in matters relating to providing a drug -free workplace. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the contract or both, and the Contractor may be ineligible for award of any future City contracts. J. EXAMINATION Proposer represents that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City's objectives. Any attachments referenced herein or any interpretations, clarifications or amendments subsequently posted in relation to this RFP are fully incorporated. Any irregularities or lack of clarity in the RFP should be brought to the designated City Contact/Project Manager's attention as soon as possible so that corrective addenda may be furnished to prospective Proposers. Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to comprehend the complexity and risk of this contract, may be rejected. K. EXECUTION OF AGREEMENT Upon successful negotiations, the City and the selected Proposer will enter into an Agreement similar to that as shown in EXHIBIT 3 STANDARD AGREEMENT in the Appendix of this RFP. If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City reserves the right to select the next most qualified Proposer or call for new Proposals, whichever the City deems most appropriate. RFP No. 20-124 Information Technology As -Needed Professional Services Page 19 of 35 (9) CITY OF SANTA ANA L. JOINT OFFERS/SUBCONSULTANTS Where two or more Proposers desire to submit a single Proposal in response to this RFP, they should do so on a prime sub -consultant basis. The City intends to contract with a single firm and not with multiple firms doing business as a joint venture. Should the use of sub -consultants be offered, the Proposer shall provide the same assurances of competence for the sub -consultant plus the demonstrated ability to manage and supervise the subcontracted work. Sub -consultants shall not be allowed to further subcontract with others for work under the Agreement. The provisions of the Agreement shall apply to all sub -consultants in the same manner as the Proposer. The City reserves the right to reject, replace and approve any and all Subcontractors. All Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the prime Contractor and the City shall assume no liability of such Subcontractors. M. INDEPENDENT CONTRACTOR Contractor is considered an independent Contractor and neither Contractor, its employees, nor anyone working under Contractor will be considered an agent or an employee of City. Neither Contractor, its employees, nor anyone working under Contractor, will qualify for workers' compensation or other fringe benefits of any kind through City. N. LITIGATION STATUS Each Proposer must include in its proposal a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer's prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failure(s) to meet contract milestones or other contractual failures. O. NEGOTIATIONS The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, and the awarded Contractor's proposal, together with any modifications and clarifications thereto that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Contractor's proposal, and the awarded Contractor's proposal. Specific exceptions to this general rule may be noted in the final executed contract. Negotiations shall be confidential and not subject to disclosure to competing Contractors unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, the City reserves the right to negotiate a contract with another Contractor or withdraw the RFP. RFP No. 20-124 Information Technology As -Needed Professional Services Page 20 of 35 (9) CITY OF SANTA ANA P. PROJECT MANAGER The selected Proposer will assume responsibility for all services in its proposal. The selected Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement. Q. PROPOSAL VALIDITY Services, pricing, and warranties indicated in a Proposer's Proposal must be valid for a period of 90 days at minimum after the submission of the Proposal. R. PUBLIC AGENCIES Other public agencies, as defined by California Government Code Section 6500, may choose to use the terms of this Contract, subject to Contractor's acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency. S. PUBLIC RECORDS Proposals will become public record after the award of a contract unless the proposal or specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of any and all claims for damages caused by any release of the information. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act. T. SUBCONTRACTORS Proposals in response to this RFP must identify any Subcontractors, and outline the contractual relationship between the Awarded Subcontractor and each Subcontractor. An official of each proposed Subcontractor must sign, and include as part of the proposal submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read and will agree to abide by the awarded Contractor's obligations. Any Subcontractor proposed after award of contract must be approved by the City before commencement of work. The City will look solely to the awarded Contractor for the performance of all contractual obligations which may result from an award based on this RFP, and the awarded Contractor shall not be relieved for the non-performance of any or all Subcontractors. XI. AWARD OF AGREEMENT Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful negotiation of final contract terms. A. EXECUTION OF AGREEMENT A standard agreement is included as Exhibit A — Sample Agreement of this RFP. "Proposer" will hereinafter be referred to as "Consultant" or "Contractor" in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documents and contents of the payment information packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 21 of 35 (9) CITY OF SANTA ANA XII. IMPLEMENTATION A. KICK-OFF MEETING A kick-off meeting will be held after award of contract. Contractor and its team will meet with City of Santa Ana staff to conduct introductions, discuss scope of services, and implementation process. B. NOTICE TO PROCEED Following the kick-off meeting, a formal Notice to Proceed (NTP) may be issued after the agreement is fully executed, and all insurance documents and contents of the Payment Information Packet have been received and approved. RFP No. 20-124 Information Technology As -Needed Professional Services Page 22 of 35 (9) CITY OF SANTA ANA EXHIBIT A Al: SAMPLE AGREEMENT THIS AGREEMENT is made and entered into on this day of , 2020 by and between , ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On January _, 2020, the City issued Request for Proposal No. 20-XXX, by which it sought proposals from qualified firms to provide in accordance with B. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that Consultant is able and willing to provide such services described in the scope of services that was included in RFP No. 20-XXX C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform those services as collectively describe in Exhibit A, the scope of services that was included in RFP No. 20-XXX, and Exhibit B, Consultant's proposal dated , 2020, both of which are attached and incorporated by reference. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services the rates and charges identified in Exhibit B. The total sum to be expended under this Agreement shall not exceed $ during the intial term of this Agreement. This amount is comprised of (1) the sum of $ and (2) a 10% contingency of up to $ for services as may be performed by Consultant at the sole discretion of City. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. RFP No. 20-124 Information Technology As -Needed Professional Services Page 23 of 35 (9) 3. TERM CITY OF SANTA ANA This Agreement shall commence on [enter a Start Date or "the date first written above"] and terminate on , unless terminated earlier in accordance with Section 14 below. The term of this Agreement may be extended for two additional (2) one-year periods upon a writing executed by the City Manager and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer - employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non- exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. RFP No. 20-124 Information Technology As -Needed Professional Services Page 24 of 35 "I) CITY OF SANTA ANA b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property RFP No. 20-124 Information Technology As -Needed Professional Services Page 25 of 35 (9) CITY OF SANTA ANA rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. 8. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 9. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 10. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 11. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 RFP No. 20-124 Information Technology As -Needed Professional Services Page 26 of 35 (9) With courtesy copies to: CITY OF SANTA ANA Jack Ciulla Chief Technology Innovations Officer Information Technology Department City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 To Consultant: First & Last Name Title Consultant Firm Name Address City, State, Zip City Attorney's Office City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, CA 92702 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 12. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 13. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of RFP No. 20-124 Information Technology As -Needed Professional Services Page 27 of 35 (9) CITY OF SANTA ANA the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 14. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product b. shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. c. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 15. NONDISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 16. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 17. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 18. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. RFP No. 20-124 Information Technology As -Needed Professional Services Page 28 of 35 "I) CITY OF SANTA ANA b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney Assistant City Attorney RECOMMENDED FOR APPROVAL: Jack Ciulla Chief Technology Innovations Officer Information Technology Department CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: (name) (title) Tax ID# SAMPLE ONLY RFP No. 20-124 Information Technology As -Needed Professional Services Page 29 of 35 (9) CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Contact Individual: Address: Phone Number: Contract Amount: Description of supplies, equipment, or services provided: Reference Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: Contact Individual: Phone Number: Facsimile Number: Year: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 30 of 35 (9) CITY OF SANTA ANA ATTACHMENT B PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Signed and Printed Name: Title Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 31 of 35 (9) CITY OF SANTA ANA ATTACHMENT C NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California, County of Subscribed and sworn to (or affirmed) before me on this day of , 20 , by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 32 of 35 (9) CITY OF SANTA ANA ATTACHMENT D NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 33 of 35 (9) CITY OF SANTA ANA ATTACHMENT E NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. RFP No. 20-124 Information Technology As -Needed Professional Services Page 34 of 35 (9) CITY OF SANTA ANA 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Firm: Date: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-124 Information Technology As -Needed Professional Services Page 35 of 35 EXHIBIT C REQUEST FOR PROPOSAL NO. 20-124 ADDENDUM #1 MAYOR Miguel A. Pulido MAYOR PRO TEM Juan Villegas COUNCILMEMBERS Phil Bacerra Nelida Mendoza David Penaloza Vicente Sarmiento Jose Solorio CITY MANAGER Kristine Ridge CITY ATTORNEY Sonia R. Carvalho CLERK OF THE COUNCIL Daisy Gomez CITY OF SANTA ANA FINANCE AND MANAGEMENT SERVICES AGENCY 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 714-647-5468 www.santa-ana.org INFORMATION TECHNOLOGY AS -NEEDED PROFESSIONAL SERVICES RFP 20-124 ADDENDUM NO. 1 November 4, 2020 Notice is hereby given that where applicable; the City of Santa Ana Information Technology Department has made certain modifications, additions, and/or deletions, in the specifications to RFP 20-124, or reference is made in this Addendum No. 1. REVISED SECTION III.A.9., GENERAL REQUIREMENTS Bidder shall disregard the language found in this section and replace with the following: "In order to maintain compatibility and security concerns, the City will provide IT Service Provider's staff with a computer to use for City work. IT Service Provider is responsible providing their personnel with all other equipment and office supplies necessary for their staff to perform their duties, including a cell phone. Any equipment assigned to IT Service Provider staff will need to be returned at the end of the staff member's assignment." ALL OTHER TERMS, CONDITIONS, AND SPECIFICATIONS REMAIN UNCHANGED. END OF ADDENDUM NO. 1