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City of Santa Ana RFP 17-072 1 Statement of Qualifications (Revised 11/9/17) QW411 I 3.2.3 Suggestions & Special Concerns Our primary suggestion is that the Agency not underestimate the opportunity to truly innovate and become more efficient through this effort. We have completed a significant number of transformations, including process assessments, compliance studies and technology evaluations for public and private organizations over more than 10 years. We understand the work required to achieve a transformative change of this type. In addition, we suggest that the Agency consider notjust a software system, but also scalable technology like Robotic Process Automation, Data Analytics/Business Intelligence and Process Orchestration tools to achieve its stated goals more quickly. 3.2.4 Assumptions & Exclusions Our proposal provides a range of support required to complete the two phases outlined in our approach. The exact time and effort will be better defined after the Roadmap sub -phase. Atthis point we will provide the Agency with recommendations regarding a technology recommendation and future state opportunities. Once the Agency decides what opportunities to pursue we will be able to better determine the time and effort of the Chazey team. Expenses would be itemized separate from fees and charged on a cost recovery basis in accordance with the City's policies. Invoices will be raised approximately monthly and linked to the completion of deliverables in this proposal. The invoice will include a detailed breakdown of work completed by each team member. Chazey Partners will Invoice for straight hours worked and does not bill for unproductive travel time. We understand that the City will select the consultant based on qualifications, and then negotiate a contract price based on available funding We accept the terms in the RFP and exhibits and do not request any exclusions. Chazey Partners Revised per email communication request 10/31/17 20A-50