HomeMy WebLinkAboutSOFTMASTER INC. - 2007INSURANCE ON FILE A- 2007-145
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AGREEMENT BETWEEN THE CITY OF SANTA ANA
AND
SOFTMASTER, INC.
FOR PROVISION OF TEMPORARY TECHNICAL PERSONNEL SERVICES
AND CONSULTING SERVICES
THIS AGREEMENT, is made and entered into this 18" day of June, 2007, by and between the
City of Santa Ana, a charter city and municipal corporation duly organized and existing under the
Constitution and laws of the State of California ( "City ") and Softmaster, Inc., a California corporation
( "Vendor ").
RECITALS
A. The City desires to retain a vendor having special skill and knowledge in the field of providing
temporary technical contract service personnel and consulting services.
B. Vendor represents that it is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Vendor represents that it is knowledgeable in
its field and that any services performed by Vendor 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:
Scope of Services
The Vendor agrees to provide temporary technical contract service personnel and consulting
services, as fully set forth in the City's Request For Proposal dated March 23, 2007, attached hereto as
Exhibit A -1 and incorporated by this reference. Vendor shall specifically provide those types of
personnel set forth in Vendor's Proposal dated April 3, 2007, attached hereto as Exhibit A -2 and
incorporated by this reference.
The parties agree that Section 6.25 of Exhibit A -1, TRANSITION, shall be deleted and replaced
with the following:
"The City has been using temporary technical contract service personnel pursuant to
previous Agreements. Several such people continue to provide services to the City.
Should Vendor require new or additional personnel to fulfill its obligations pursuant to
this Agreement, those persons already providing services through a temporary service
personnel contract with the City shall be included in Vendor's candidate search."
2. Delivery of Work Product
Any person providing services pursuant to this Agreement shall deliver to City any work product
which results from the services provided pursuant to this Agreement.
In regard to all copyrightable material produced as a deliverable under this Agreement, including
but not limited to books, reports, plans, photographs, drawings, films, recordings, videotapes, and
computer programs, Vendor agrees for itself and its affected officers, employees, agents, contractors, and
volunteer workers that (a) other such material may not be copyrighted without prior review from the City,
and (b) the authors of all such material, whether copyrighted or not, award to the City, and to its officers,
agents and employees acting within the scope of their official duties, as a condition of payment to the
Vendor, a royalty-free, nonexclusive, irrevocable license throughout the world for governmental purposes
to disclose, publish, translate, reproduce, and use such materials.
Term
The term of this Agreement shall commence on July 1, 2007 and terminate upon expenditure of
allocated funds, unless terminated earlier in accordance with Section 13, below. City shall have the
option, at City's discretion, to renew this Agreement for up to four (4) successive one- year terms.
4. Compensation
The City will pay to Temporary Technical Contract Service Personnel Vendor's collectively, total
compensation under this Agreement which shall not exceed $3,900,000, annually. Said total
compensation shall be divided between any and all of the Vendors selected by the City, as determined at
the City's discretion.
The City will pay those rates identified in Vendor's Cost Proposal (Exhibit B).
Payment by City shall be made within thirty (30) days following receipt of proper invoice
evidencing work performed and /or products purchased, subject to City accounting procedures. Payment
need not be made for work that fails to meet the standards of performance set forth in the Recitals which
may reasonably be expected by City.
5. Insurance
Prior to undertaking performance of work under this Agreement, Vendor shall maintain and shall
require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Vendor shall maintain commercial general liability
insurance naming the City, its officers, agents, volunteers, and employees 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 Vendor'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. Vendor shall supply City with a fully executed additional
insured endorsement in substantially the form attached hereto as Exhibit C upon execution of this
Agreement and shall be approved in form by the City Attorney.
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 3300 of the
Labor Code, Vendor, if Vendor has any employees, is required to be insured against liability for worker's
March 2007
compensation or to undertake self - insurance. Prior to commencing the performance of the work under
this Agreement, Vendor agrees to obtain and maintain any employer's liability insurance with limits not
less than $1,000,000 per accident.
d. The following requirements apply to the insurance to be provided by Vendor pursuant to this
section:
(i) Vendor 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 in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be cancelled or
reduced in coverage or changed in any other material aspect without thirty (30)
days prior written notice to the City.
e. If Vendor 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 effect Vendor's right to be paid for its time and materials expended prior to
notification of termination. Vendor waives the right to receive compensation and agrees to indemnify the
City for any work performed prior to approval of insurance by the City.
6. Independent Contractor
Vendor 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 Vendor performs the services which are the
subject matter of this Agreement; however, the services to be provided by Vendor shall be provided in a
manner consistent with all applicable standards and regulations governing such services. Vendor shall pay
all salaries and wages, employers social security taxes, unemployment insurance and similar taxes relating to
employees and shall be responsible for all applicable withholding taxes.
Indemnification
Vendor agrees to and shall indemnify and hold harmless the City, its officers, agents, employees,
Vendors, 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
health, and claims for property damage, which may arise from the direct or indirect operations of the
Vendor or its contractors, subcontractors, agents, employees, or other persons acting on their 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 Vendor further agrees to indemnify, hold harmless, and pay ail 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.
March 2007
Confidentiality
If Vendor receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Vendor 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 Vendor disclosed in a publicly available source; (c) is in rightful possession
of the Vendor without an obligation of confidentiality; (d) is required to be disclosed by operation of law;
or (e) is independently developed by the Vendor without reference to information disclosed by the City.
Conflict Of Interest Clause
Vendor 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.
10. 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 telefacsimile 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
telefacsimile (714) 647 -6956
With courtesy copies to: Information Systems Manager
City of Santa Ana
20 Civic Center Plaza (M -12)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 647 -5406
and,
City Attorney
City of Santa Ana
20 Civic Center Plaza (M -29)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 647 -6515
To Vendor: SOFTMASTER, Inc.
George Chen
23 Peters Canyon
March 2007
Irvine, CA 92606
telefacsimile (909) 598 -4599
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
telefacsimile, 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.
11. Exclusivity and Amendment
This Agreement represents the complete and exclusive statement between the City and Vendor,
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 Vendor. The parties agree that any terms or conditions of any purchase
order or other instrument that are inconsistent with, or in addition to, that terms and conditions hereof,
shall not bind or obligate Vendor nor 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 are not embodied herein.
12. Assignment
Inasmuch as this Agreement is intended to secure the specialized services of Vendor, Vendor 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 Vendors retained by City.
13. Termination
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination, without any early termination penalty. In such event, Vendor shall be entitled to receive and
the City shall pay Vendor compensation for all services performed by Vendor 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 Vendor to deliver to the
City all work product completed as of such date, and in such case such work product shall be the property
of the City unless prohibited by law, and Vendor 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.
March 2007
14. Discrimination
Vendor 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.
Vendor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state
and local laws and regulations.
15. Jurisdiction - Venue
This Agreement and all questions relating to its validity, interpretation, performance, and
enforcement shall be governed and construed in accordance with the laws of the State of California. 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.
16. Professional Licenses
Vendor 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. Vendor shall notify the City immediately and in writing of her inability to obtain
or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for
termination of this Agreement.
17. Miscellaneous Provisions
a. Each undersigned represents and warrants that its signature hereinbelow 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.
March 2007
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
AT
PA THRICIA E. MEALY
Clerk of the Coraneii
APPROVED AS TO FORM:
JOSEPH W.FLETCHER
City Attorney
By/aah-eUedy
.,
La
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
FRANCISCO GUTIERR
Executive Director
Finance & Management Services Agency
March 2007
CITY OF SANTA ANA
DAVID N. REA
City Manager
SOFTMASTER, INC.
GEORGE CHEN
Senior Partner
Tax IDk 1 g -ifs 5 47
EXHIBIT A -1
Request for Proposal
Temporary
Technical Contract
Service Personnel
and
Consulting Services
forthe
City of Santa Ana
California
issued. March 23, 2007
deadline: 4 p.m. April 13, 2007
March 2007 e
Table of Contents
1. General Background and Scope of Services .............................. ............................... 3
2. Contents of Proposal .................................................................. ............................... 8
3. Evaluation Criteria and Process ................................................ ............................... 13
4. Award of Agreements(s) and Order Process ............................ ............................... 16
5. Instructions to Proposers .......................................................... ............................... 18
6. Terms and Condition of Special Note ....................................... ............................... 20
7. Appendices... ................. ......... .................................................. ............................ 26
Appendix A: Proposal Response Form - Qualifications to Perform ..... .............................27
Required Services
Appendix B: Proposal Cost Response Form — Price Proposal .............................. 35
Appendix C: Qualifications for the Benchmark Technical Specialties .................... 38
Appendix D: Sample Agreement ............................................ ............................... 51
Appendix E: Sample Insurance Forms ................................... ............................... 57
[Note: This document is formatted for a default HP 8100 LaserJet printer. Viewing or printing under other screen /printer drives
may result in difference in page breaks and hence in page numbering.]
March 2007 9
1. GENERAL BACKGROUND AND SCOPE OF SERVICES
1.1 Schedule of Pertinent Dates
The following are the key dates relating to this Request for Proposal:
Event
Date
Release of RFP
23 March 07
Proposer's Conference
02 April 07
Closing Date for Inquiries
06 April 07
Respond to all Questions
09 April 07
Proposal Submission
13 April 07
Submission to City Council
May 07
Selection Notification
May 07
Execution of Agreements
May —June 07
1.2 Definitions
The following words as used in this RFP shall be understood to refer respectively to:
Word in RFP
Definition
"Agreement"
Used synonymously with Contract to designate legal contract between the
City of Santa Ana and a selected Vendor for temporary technical contract
service personnel and /or consulting services.
.City"
The City of Santa Ana, California
"Contract Service
An employee /s of the Vendor who is assigned temporarily to the City to
Personnel"
erform designated services fora period of time (referred to as a CSP
'Contract'
Used synonymously with Agreement to designate legal contract between
the City of Santa Ana and a selected Vendor for temporary technical
contract service personnel and /or consulting services.
"Department"
The several departments and agencies therein
"Director"
The executive directors of the several City departments and agencies or
any of their properly authorized assistants
" Payrolling"
The situation where a candidate temporary person is identified by the City
and is not a resource or a recruit of the Vendor. The separate payrolling
percentage markup is applied in lieu of the regular agreed upon
ercenta a marku p-
'Proposer"
The person, firm or corporation who is responding to this Request For
Proposal RFP
"Vendor"
The person, firm or corporation with whom the contract is made by said
City or the agent or legal representative who may be appointed to
represent such person, firm or corporation in the signing and performance
of said contract
March 2007 10
11
March 2007
1.3 Objective
The City of Santa Ana is soliciting proposals from qualified Vendors who can provide technical
contract service personnel and consulting services on an as needed basis for a one year period,
with possible extensions of four (4) additional one year periods, [This term is subject to final
approval by the Santa Ana City Council.]
Services under any resulting agreement will be for the Information Services Division of the
Finance & Management Services Agency. The Information Services Division will administer
agreement/s resulting from this RFP.
It is anticipated that the services provided through these agreements would be used in five
distinct manners:
• Provide staff for temporary situations which do not justify the addition of regular City
staff.
Provide temporary contract service personnel with unique technical skills to act as a
technical resource to project teams for projects which do not justify the addition of
regular staff.
• Provide additional resources for situations which exceed the capacity of existing City
staff.
Provide project based consulting and implementation support.
All five situations require highly qualified technical contract service personnel who perform
exceptionally well in their specialties.
In general, technical contract service personnel and consultants will work as members of project
teams staffed and directed by City employees and will serve as technical resources. In certain
instances, sub - projects may be contracted out.
1.4 Overview of Existing Systems
The City of Santa Ana utilizes a variety of hardware and software to support its business
functions. A summary of the City's information technology components to be supported under
any resulting agreement is as follows as of March 2007:
• Unisys V380 mainframe, operating in the Central Computer Center, which hosts the City's
financial system.
• About 140 Wintel servers supporting enterprise applications /services, local area networks
and various department - specific applications.
• Gigabit Ethernet fiber links through City Hall and connected annex.
• Switched Ethernet (10/100 Mbps) backbone in City Hall connecting City Hall LANs and
computer operating in the Central Computer Center.
March 2007 72
• Multiple network segments supporting over 30 City operating locations interconnected via a
wide area network.
The City's telecommunications network serves 32 operating locations through a Pacific Bell
network of local, Tie (T -1) and OPX lines with approximately 3839 equipped voice and 40
voicemail ports. The existing telecommunications infrastructure is comprised of NEC telephone
switches and key systems plus a Baypoint voice processing system. The City has adopted the
ANSI /EIA/TIA and NEC standards, as well as BICSI design and installation methods for all
materials, installation, testing, configuration and documentation of the City telecommunications
infrastructure.
1.5 Services Being Sought
The City seeks Vendors to provide contract service personnel with specific technical skills to
perform assignments of varying length.
In response to requests from the Information Services Division, the Vendors shall:
a. Research their roster of employees and /or recruit for potential candidates.
b. Screen available candidates in order to match technical skills and work experience with
requirements of the City job assignments.
c. Confirm candidate qualifications including: technical skills, experience, work habits,
interpersonal skills, quality of work performed, reference checks, etc.
d. Confirm candidate availability for the City assignment.
e. Provide the Information Services Division with resumes of screened qualified candidates
(identifying skills, work experience, and education) and their charge (i.e. bill) rates.
f. Upon the City's conditional acceptance of a candidate, conduct background checks (See
Section 6.1 for details).
g. 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 Vendor business procedures (e.g. time reporting, requesting
time off, employee benefits, etc.)
h. After an engagement starts, monitor their personnel /s' performance on a periodic basis
to ensure their continuing fit with the City and the City's satisfaction.
L Provide Payrolling services which the City may request on a limited basis.
There is no guarantee as to the number of times a Vendor will be used or the dollar amount that
will be expended with them. It is expected that up to $2,000,000 for all services may be
expended during a fiscal year. (See Section 6.3)
March 2007 13
1.6 Vendor Responsibilities
a. Vendors will be responsible for all payments and benefits for contract service personnel
placed on assignments with the City, including: payroll, taxes, other withholding,
vacation, other benefits, etc. (See Section 6.11)
b. Vendors 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 Vendor will withdraw the
individual upon notification by the City. The City will not be charged for the period of
unsatisfactory service.
c. Vendors will provide training and education programs for their personnel on assignment
with the City. This in intended to ensure that these personnel remain technically
knowledgeable to perform their assignments for the City.
d. Vendors will provide programs which will promote the retention of their personnel on
assignment with the City.
1.7 Description of Technical Positions to Be Provided
The skills and services will be needed in the fields of:
• Application & Development Services
• Business /Application /Project Consulting
• Telecommunications Services
• Computer & Networking Services
Specific abilities required will vary between the operations and projects involved. Detailed
identification of knowledge, skills, abilities, experience and education will be provided for each
assignment with the City.
Table 1.7.1 shows possible industry standard technical positions for which the City may seek
Vendors to provide contract service personnel. The list is not exhaustive or fixed. As technology
needs of the City change, the technical specialties sought will also change. The list does
demonstrate the range and depth of technical 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.
The City does not require that each Proposer be able to provide candidates for all the range
and depth of technical job positions covered by this RFP. Each Proposer will be asked in their
proposal to identify the technical specialties for which it can provide qualified candidates or
consulting services to the City.
Selection of Vendors will be made independently by the City to ensure the candidates with
capabilities over range and depth of technical specialties are available to the City under any
resulting agreement.
March 2007 14
Table 1.7.1 Potential Technical Specialties Sought (Note: List is not comprehensive)
Applications &
Business /Application/
Telecommunications
Computer & Networking
Development Services
Project Consulting
Services
Services
Services
Systems Architect and
Business Analyst (with City
Telephone System Manager
Technical Planning Manager
Engineer
of Santa Ana and local
government experience)
Systems Analyst
Project Management
Telephone System
Computer Operations
Consultant (for purchased
Administrator (NEC system)
System Engineer
package application project)
Programmer /Analyst (MS
Project Management
Telephone System Engineer
Computer Operator (Unisys
Windows Visual Basic and
Consultant (for software
(NEC system)
V- series mainframe)
SOL for client/server
development project)
environment)
Programmer /Analyst
System Evaluation &
Telephone Installer (NEC
Network Engineer (Cisco
(Oracle for client/server
Selection Consultant
system)
environment)
environment)
Programmer /Analyst (ASP,
Technology Consultant
Voice System Programmer
Network Security Engineer
JAVA, EJB for Web
environment)
Programmer /Analyst (MS
Business Process
Cabling Installer
Network Specialist — LAN
Dot Net)
Consultant
Administrator
Database Manager/
Disaster Preparedness and
Telecommunications System
MS Exchange 2003 Engineer
Administrator (MS SOL
Recovery Planning
Consultant
Server, Oracle, etc.)
Consultant
Database
Technology Assessment
Anti -Virus & Anti -SPAM
Administrator /Programmer
Consultant
Services Administrator
(Oracle)
Software Documentation
Work Flow Consultant
Data Center Engineer (h /w:
Specialist
HP servers, OS: Win 2003
server)
Document Imaging
Re- Engineering Consultant
Office Technology
Application Specialist
Coordinator
Micro Support Technician
PC Hardware Repair
Technician
March 2007 is
2. CONTENTS OF PROPOSAL
Proposals submitted in response to this RFP will consist of the following parts:
# Proposal Parts
1. A transmittal letter summarizing the overall proposal
2. A services & consulting proposal including a description of qualifications to
perform the work outlined in this document
3. A price proposal (in a separate document)
Each of the substantive components is discussed in more detail below.
In submitting proposals, Proposers are asked to keep copies of the price proposal
physically separate from the other elements of their proposal in order to help the City
conduct the technical portion of the City's evaluations without reference to price. All other
elements may be packaged as a single document at the discretion of the Proposer.
2.1 Transmittal Letter
May contain any introductory information at the Proposer's discretion.
2.2 Services & Consulting Proposal with a Description of Qualifications to Perform
Required Services
Provide the City with a detailed description of the method the Proposer would employ to
complete the tasks identified in Section 1.5.
If, in the judgment of the Proposer, the desired objectives of one or more tasks described in
Section 1.5 above could be achieved through a different approach, we encourage the Proposer
to offer suggestions in its proposal.
An important aspect of the services that the City seeks is prior experience in providing
temporary technical services and consulting for specific fields of interest to the City. Thus, the
quality of prior experience by the proposing firm is very important. To help the City assess the
overall qualifications of each Proposer, we ask that the Proposer submit the following materials
(See Appendices A and B for proposal input forms):
a. Identify prime contact for the proposal (the name, title, address, telephone number,
facsimile number, and email).
b. The location /s from where the Proposer would provide services to the City.
c. A summary description of:
• The organization
• The ownership
• The major service offered by the Proposer's firm
• The number of years that the Proposer has been in the business of providing
temporary technical contract service personnel and/or consulting services.
March 2007 16
d. A description of:
Overall qualifications of the Proposer and experience and ability to provide
temporary technical contract service personnel and/or consulting services.
Any unique qualifications and experience which distinguish Proposer's ability to
provide temporary technical staffing and /or consulting.
e. A confirmation of the Proposer's willingness and capability to agree to and to follow the
terms and processes outlined in this RFP and resulting agreement including all
administrative and billing procedures of the City.
f. Any other information the Proposer feels is relevant in helping the City gauge the
Proposer's business stability.
g. A sample (no more than three) of the style of resumes which the Proposer uses and
would provide to the City. 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.
This is not to rate potential candidates.
In. Identification of the types of technical specialties for which the Proposer provides
contract temporary placements or consulting services.
I- Any unique qualifications and/or experience which distinguish the Proposer's ability to
provide temporary personnel or consulting services in the various technical
fields /specialties.
For example, a Proposer may have the ability to provide emergency placements within
24 hours, to conduct technical qualifying testing, to use highly - qualified technical
screeners to evaluate and rate candidates' skills, to employ special techniques to track
a placed contractor's performance or to provide on -call candidates for specialized
technical needs, etc. These are examples only and not mandatory services or
qualifications.
A description of Proposer's methods used:
• To identify potential candidates.
• To screen candidates and to match their qualifications against the requirements of a
City job assignment.
• To assess and confirm candidate's technical skills /knowledge, experience, work
habits, interpersonal skills, etc.
• To establish candidate availability with respect to the project schedule of the City
assignment.
k. A description of the quality (as opposed to quantity) of the candidates within a job
assignment (e.g. City seeks senior network engineer) that the Proposer can provide.
I. An explanation of any training opportunities made available by the Proposer for technical
personnel engaged with the City.
Explain any effort the Proposer takes to ensure that the technical knowledge and
skills of its staff engaged with the City are maintained and refreshed during long term
engagements with the City.
March 2007 17
m. A description of any programs and benefits provided by the Proposer to its personnel
engaged with the City which ensure their retention for the period required by the City.
References. Proposer must supply a MAXIMUM of three (3) references from
government agencies or commercial firms that will attest to the Proposer's ability within
the last three years to provide services similar in scope and skills to those outlined in this
proposal. For each reference, provide the following information:
• The name of the reference organization
• Location
• Contact point within the referenced organization
• Name
• Title
• email address
• Telephone number
The approximate period during which the services were provided.
A summary of the type, quantity, and duration of engagements.
2.3 Price Proposal
A price proposal is required for the temporary contract service personnel and /or consulting
services identified in the Proposer's overall technical services and consulting proposal.
In submitting proposals, Proposers are asked to keep copies of the price proposal
physically separate from the other elements of their proposal in order to
help the City conduct the technical portion of the City's evaluations without reference to price.
All other elements may be packaged as a single document at the discretion of the Proposer.
For the purpose of Phase Three of the evaluation process (See Section 3.3), price proposals
will be analyzed and compared based on pricing proposals in four areas:
• Proposed Percentage Markup
• Proposed Billing Rates for Benchmark Job Assignments
• Proposed Fixed Job Title /Consulting Services Rates
• Proposed Payrolling Percentage Markup
a. Proposed Percentage Markup
The Proposer identifies their proposed percentage "markup" over the base hourly
salary paid to the Proposer's personnel while on assignment with the City.
During the term of the Agreement, the percentage "markup' would be used in the
following formula to calculate the hourly billing amount for personnel engaged with the
City: The base hourly salary times (1+ percentage "markup ") = hourly billing amount.
b. Proposed Billing Rates for Benchmark Job Assignments
In order to enable a fair "apple to apple" comparison of proposals, the City has identified
a set of benchmark technical specialties. These benchmark technical specialties are
listed in Table 2.3.1 below
March 2007 18
Table 2.3.1 Benchmark Technical Specialties
Applications &
Business /Application/
Telecommunications
Computer & Networking
Development Services
Project Consulting
Services
Services
Services
Programmer - Visual
Project Management
Telephone system
Network Engineer
Basic
Consultant (for
engineer for NEC
(TCP /IP, IPX, Ethernet)
purchased package
NEAX2400 PBX
application project)
Web Developer
Project Management
Cabling Installer
Local Area Network (LAN)
Consultant (for software
Specialist - Microsoft
development project)
Windows NT 12000
Domains
Lead Database
Computer System
Administrator, SQL
Engineer, Unisys V- series
Mainframe
Database Administrator/
Micro Support Technician
Programmer, Oracle
Note: The City reserves the right to select Vendors independently so that the range and depth of potential
technical specialties is covered. (See Section 1 7)
A description with needed qualifications of each of the benchmark technical positions is
provided as Appendix C.
In each price proposal, the Proposer is asked to provide the average hourly billing rate
for each job title in the set of benchmark technical specialties. The average hourly
billing rate is being used for cost comparison purposes only.
During the term of the Agreement, the hourly billing amount for personnel engaged with
the City is equal to the hourly salary plus the application of the percentage markup.
A Proposer does NOT have to propose for every benchmark technical position; but only
for those that they wish to be considered for as the potential Vendor.
A single average hourly billing rate should be proposed. Ranges of rates, multiple
rates, etc. can NOT be CONSIDERED.
Any other related charges that a Proposer would bill the City must be identified and
explained.
c. Proposed Fixed Job Title /Consulting Services Rates
In lieu of proposing an average billing rate based on a percentage markup, fixed hourly
billing rate may be proposed.
Note that a fixed hourly billing rate may not be changed during the term of the
Agreement without the prior written approval of the Information Services Manager
In the cost proposal, the Proposer will be given the opportunity to offer a fixed hourly
billing rate for any job title or consulting service that they wish to be considered for as
the Vendor.
March 2007 19
A clear description of the job title is encouraged to ensure that the evaluation team can
understand the service being proposed.
Any other related charges that a Proposer would bill the City must be identified and
explained.
d. Proposed Payrolling Percentage Markup
In situations where a candidate temporary person is identified by the City and is not a
resource or a recruit of the Vendor, a separate "payrolling percentage markup" is
applied in lieu of the regular agreed upon percentage markup.
In their price proposal, the Proposer is asked to provide a payrolling percentage
markup.
A Proposer does NOT have to propose to provide 'payrol ling' services. The City does
seek such service and it is part of the Phase Three evaluation criteria.
Any other related charges that a Proposer would bill the City must be identified and
explained.
March 2007 20
4. Award of Agreement(s) and Order Process
4.1 Agreement Awards
The City will select the number of Proposers necessary to ensure access to the range and
depth of technical specialties needed by the City.
4.2 Order Process
When a need for temporary technical contract services or consulting arises, the City may
contact any or all of the Vendors (those Proposers selected and awarded an agreement)
a. The City will provide the assignment details and necessary qualifications to the Vendor /s
and a point -of- contact for the assignment.
b. The City's point -of- contact is available to answer any questions a Vendor may have on
the assignment, the qualifications and experience /skill level needed, etc.
c. The Vendor /s will conduct its search, match, and qualify process (including technical
assessment, personality assessment, reference checks, etc) to identify qualified
potential candidates.
d. The Vendor will provide the City's point -of- contact with resumes of qualified potential
candidates.
e. The Vendor will provide the City's agreement manager with the proposed bill rate for
each potential candidate.
f. In the event that none of the Vendors can identify qualified candidates within ten (10)
working days, the position may be filled from the open market.
g. From the candidates offered by Vendor /s, the City may elect to conduct a telephone or
in- person interview with one or more of the potential candidate /s. The City's point -of-
contact will get in touch with the Vendor to work out the arrangements.
h. The City will select the candidate whose skills and experience best matches the City's
needs and who has the lowest total cost to the City.
i. When the City has identified a candidate that it wishes to engage and has notified the
Vendor, the Vendor will conduct background checks, confirm candidate availability,
interest in the engagement and acceptance of the terms R conditions of an engagement
with the City.
j. Once the Vendor has completed the checks and confirmations, the Vendor will notify the
City and final details can be worked out.
k. The City agreement manager will send a confirming electronic mail message to the
Vendor as final confirmation of the engagement.
I. After a candidate has been accepted but prior to beginning the engagement, the Vendor
will inform the candidate on the standard of conduct required of those working with the
March 2007 21
City and brief the candidate on pertinent Vendor business procedures (e.g. time
reporting, requesting time off, employee benefits, etc.)
m. After an engagement starts, the Vendor will monitor their employee /s' performance on a
periodic basis to ensure their continuing fit with the City and the City's satisfaction.
March 2007 22
6. Terms and Conditions of Special Note
The following terms and conditions will be included in any subsequent agreement with the City.
They are being repeated in this RFP due to their special impact in defining a contractual
relationship between prospective Vendor /s and the City.
6.1 Background Investigations
Unless exempted by the City's Information Services Manager, the Vendor 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).
This will include an Orange County and State of California criminal check, driving record check,
and credit check (from all three of the major credit reporting services). Copies of the findings will
be provided to the City.
Contract service personnel and consultants on assignment with or in support of the Santa Ana
Police Department (SAPD) may be required to pass a SAPID background investigation prior to
beginning work. Full name, address, phone number, birth date, social security number and
driver's license number must be furnished to the City upon request.
6.2 Certificate Of Insurance
Proof of insurance is NOT required to be submitted with the proposal, but will be required prior
to the City's award of any Agreement.
Proposers should carefully consider the City insurance requirements and the
related documentation included in the Sample Agreement (See Appendix D) and in the Sample
Insurance Forms (See Appendix E). Proposals should be based on full and complete
compliance with all parts and directions relating to these insurance requirements.
6.3 City Responsibilities
There is no guarantee as to the number of times an agency will be used or the dollar amount
that will be expended with them.
6.4 Cancellation
The agreement may be cancelled by either party with 30 days written notice.
6.5 Documents to Be Construed Together
The Request for Proposals, the Proposal, and all documents referred to in the complete
specifications and the Agreement to be entered into between the Vendor and the City, and all
modifications of said documents, shall be construed together as one document.
March 2007 23
6.6 Errors and Omissions
Proposer and /or the Vendor shall not be allowed to take advantage of any errors in or omissions
in the Request For Proposal. Full instructions will be given if such error or omission is
discovered and timely called to the attention of the City.
6.7 Evidence of Financial Ability
At the option of the City, Proposers may be required to furnish evidence of sufficient financial
ability and responsibility to enable them to fulfill this Agreement.
6.8 Firm Commitment of Availability Of Service
Once a proposal is opened, a Proposer is otherwise expected to maintain an availability of
service as set forth in their proposal for the stated prices for the full Agreement term after date
of opening proposals.
6.9 Intellectual Property Rights
All work performed by temporary employees /consultants of the City becomes the sole property
of the City of Santa Ana and the City retains all rights to that work.
6.10 Invoices
Vendor will submit invoices on a twice per calendar month billing period basis (i.e. two billing
periods per calendar month). Current billing periods are 15' through 15'h and 161° through 315' of
the month. Invoices are submitted to reflect these billing periods.
As a basis for payment of invoices, temporary staff /consultants must provide the Vendor with a
timesheet for each billing period, signed by their City of Santa Ana supervisor. This timesheet
must show the project assignment/s during the billing period and hours worked for each project.
All invoices submitted for payment must show the breakdown of hours actually worked for each
individual according to their timesheets.
The City will pay invoices within 30 days after approval by the City Agreement administrator (i.e.
the Information Services Manager).
No purchase orders will be issued.
Invoices shall be mailed to:
Information Services Manager
Information Services Division
City of Santa Ana, M -12
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, CA 92702
March 2007 24
6.11 Labor and Wage Requirements
The Vendor shall be responsible for:
a. The payment of all salaries, wages, bonuses, Social Security, Workers' Compensation
taxes, Federal and State Unemployment Insurance, and any and all taxes relating to the
personnel furnished under this agreement.
b. Withholding State and Federal Income taxes
c. F.I.C.A. taxes
d. Providing Workers' Compensation for its personnel
e. Compliance with all other laws relating to employees, such as wage and hour laws,
safety and health requirements, and collective bargaining laws.
6.12 Orders
The City does not guarantee any specific number of hours or assignments that will be made
during the life of this agreement.
City requirements for temporary services not specified in this proposal will be contracted on the
open market in the customary manner.
Vendor(s) will be required to provide some means for the City to contact them during normal
business hours of 8:00 a.m. to 5 p.m., Monday through Friday. An answer machine or
answering service will not be acceptable as the primary communications method.
6.13 Overtime and Holidays
City will pay only straight time (i.e. no increase in effective hourly billing rate) for all hours
worked. (See Section 6.27 for related instructions on the City's work week and hours.) Overtime
will be considered as any time in excess of the City's scheduled work week. The City will pay
only for overtime authorized in advance by the City's Information Services Manager and then
only at a straight time rate.
The City does not pay temporary agency employees for holidays unless they are required to
work that day and their time has been prior approved by the City's Information Services
Manager and then only at a straight time rate.
The following are City Holidays:
New Year's Day
Martin Luther King Jr. Day
Presidents' Day
Memorial Day
Independence Day
Labor Day
Veterans Day
Thanksgiving Day (2 days)
Christmas Eve
Christmas Day
March 2007 25
6.14 Payrolling
Payrolling is not the general or common City practice.
If a Proposer elects to offer payrolling services for the City, the City will expect the Proposer to
offer such services without other terms and conditions.
6.15 Personnel Approval
The City of Santa Ana reserves the right to demand immediate removal and replacement of any
individual assigned under this agreement if, in the City's sole judgment, the person's performance
is unsatisfactory.
Vendor may offer a replacement for an unsatisfactory individual one time. If this replacement is
also unsatisfactory, replacement may be made by the next chosen Vendor under this Agreement.
The City reserves the right to dismiss any individual at any time and be liable for payment of
services only up to the time of the request for removal, and provided then only if services
rendered meet the minimum requirements of the City.
6.16 Prices
No increase in price (in terms of either the base rate paid to employee, the percentage of markup,
or the total cost to the City) will be allowed during the period covered by this agreement without
the City's concurrence and prior approval.
Adjustments shall be made to minimum wage that are mandated by State and Federal Law.
Prices quoted shall be exclusive of all non - applicable Federal and State Taxes
6.17 Proof of Authority
If the Proposer is a corporation, formal proof of the authority of the officer signing the Proposer's
proposal to bind the corporation must be submitted and will be required prior to the City's award
of the Agreement. A copy of the corporate resolution or minutes can be adequate proof, a simple
letter is not sufficient.
6.18 Reservations
The City reserves the right to reject any and all proposals and any item or items therein, and to
waive any non - conformity of proposals with this RFP, whether of a technical or substantive
nature, as the interest of the City may require.
The City reserves the right to negotiate, with temporary services agencies, prices for temporary
technical personnel and consultants not included within this agreement.
The City reserves the right to offer regular employment and to hire a temporary employee without
an additional fee or other compensation to the Vendor.
6.19 Retention of Employee
The Vendor shall not remove an employee once assigned to the City without specific approval
from the City's agreement administrator, sufficient advance notice having been given, and
necessary arrangements satisfactory to the Agreement administrator having been completed to
provide a qualified replacement (if required). This does not apply to termination for cause, the
Vendor shall replace the employee at Vendor's expense with a qualified replacement in a timely
manner unless the Agreement administrator chooses not to replace the position.
6.20 Specifications Not Contractual
Nothing contained in the Request for Proposals shall create any contractual relationship between
the Proposer and the City. The City accepts no financial responsibility for costs incurred by any
Proposer regarding this RFP.
6.21 Standard Terms and Conditions
Prior to the award of any work hereunder, City and Vendor shall enter into the written
agreement/contract, sample attached hereto as Appendix D. Proposers responding to this RFP
are strongly advised to review all the terms and conditions of the Agreement.
6.22 Taxes
Price bid shall include federal, state, local and other taxes.
6.23 Term of Agreement
The term of this agreement shall be for one (1) year. The City of Santa Ana reserves the right of
renewing this agreement for an additional four (4) one year periods, with the approval of the
City Manager, and without further City Council approval if the same prices, terms, and conditions
are acceptable to both parties.
This term is subject to final approval by the Santa Ana City Council.
6.24 Transportation and Parking
Parking at no charge will be made available to the Vendor's personnel while on assignment with
the City.
If a City vehicle is not available, the Vendor and /or its employees shall be responsible at their own
expense for providing transportation to and from specific job locations during the workday as
necessary.
Temporary employees on assignment with the City will be authorized by the Vendor and be
licensed to operate a City vehicle as necessary to perform their assignment.
6.25 Transition
The City has been using temporary technical contract service personnel and consulting services
since 1997. Under previous Vendor Agreements, it has engaged a number of such persons and
wishes to retain their services under any Agreement/s resulting from this RFP. Selected Proposer
will be expected to employ these individuals under the Agreement with the City. The City is not
seeking any substitutes or alternative performers. The City will consider any exceptions to the
transition on a case -by -case basis. Under a transition, background checking will not be required.
6.26 Withdrawal of Proposal
Any requests to withdraw a proposal must be submitted in writing
6.27 Work Week/Hours and Conditions
The official City workweek is a schedule of Monday through Friday (five days)
Contractor normal working hours are usually 8:00 a.m. to 5:00 P.M., Monday through Friday with
one (1) unpaid hour for lunch. (See Section 6.13 for related instructions on overtime and
holidays.)
Some assignments will require Vendor's personnel to work with City departments which operate
under alternative work schedules. Vendor's assigned personnel will be expected to adopt such
work schedules. Occasionally a part-time assignment is required for which a work schedule will
be identified in advance.
Work will be performed at City offices. Many City departments have operating locations
throughout the City. Vendor's personnel may expect to work at any or all of these locations as
needed by the assignment.
Temporary personnel will be required to follow the standard operating procedures of the
Information Services Division and any other special procedures of the internal City customers
being serviced during the engagement. The City will specify a time for the temporary employee's
arrival at the job location. Time will start upon the temporary employee's arrival at the job station
and end when they leave the job station at the end of the specified workday.
Appendix C -
Qualifications for Benchmark Technical Specialties
for use in conjunction with Price Proposal
ical
I Anolications & Development Services Category I
Programmer Analyst
Visual Basic.Net / C# /ASP /ASP.Net
Duties
Education /Certification
Work Experience /Skills /Knowledge /Abilities
Other
• Work as a member of a software project team on
client/server and Web applications using MS
technologies (VB, ASP, Visual Basic.Net, C #,
ASP.Net) and MS SQL Server /Oracle DBMS.
• Perform design, development, and production
support for suite of VB /SQL, ASP and Net
applications
• Will code, integrate, and test programs within a pre-
defined standard methodology.
• Provide support and implement enhancements for
existing production systems
• Some RAD is possible.
BS in Computer Science, Information Systems, or
equivalent experience as approved by the City.
• Minimum 4 years Application /Database Development
using Visual Basic, Visual Basic.Net, ASP, ASP.Net
• Minimum 4 years Microsoft SQL Development
• Minimum 2 years hands -on MS client/server and web
applications.
• 2 plus years Microsoft SQL Server Reporting
Services or Crystal Reports
• Knowledge of C# will be an added plus
• Work within agreed upon project timeframes and
methodologies
• Ability to effectively prioritize and multi -task
• Strong analytical, problem solving and issue
resolution skills
• Strong technical design skills
• Must have worked in a team environment and have
good interpersonal and communications skills.
• Minimum 15 Net WPM.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate electronic devices,
computers and keyboards.
• Ability to read printed documentation and computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark
I Applications & Development Services Category I
Web Developer
Duties
Education /Certification
Work Experience /Skills/Knowledge /Abilities
Other
• Reports to the Web team lead.
• Develop and implement a wide variety of Web sites to
meet Web needs for the City.
• Consults with Web Steering Committee, Webmaster, and
Web team lead to evaluate and define project
requirements and to assure quality control.
• Formal course work in Web development, MS SOL
Server and Web design preferred.
• Minimum 3 years working experience as a Web
developer in a medium to larger Web production
environment.
• Demonstrated ability in developing for the Web,
specifically HTML, DHTML, CSS, XML, XSLT and
JavaScript.
• Development experience with Macromedia
Dreamweaver, Fireworks, and Adobe Photoshop.
• Must be comfortable working with HTML source code
including but not limited to tables, layers and frames.
• Ability to create and edit HTML documents, image maps,
format text using HTML tags and style sheets,
insert/modify all supported object types within the
Dreamweaver environment.
• Experience with templates and library elements to build
and update Web sites, including file creation,
defining /modifying editable regions, and understanding of
root - relative and document - relative pathing.
• Knowledge of various Dreamweaver shortcuts such as
history palette and command recording to automate
repetitive tasks.
• Familiarity with general Web development issues such as
browser /platform differences and incompatibilities.
• Ability to work under tight deadlines and budget
constraints. Good interpersonal skills and ability to
establish and maintain the Laboratory's and the Division's
corporate image and identity.
• Experience with Macromedia MX and Web forms.
• Experience with Contribute & Contribute publishing
services
• Minimum 15 Net WPM.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate electronic devices,
computers and keyboards.
• Ability to read printed documentation /computer screens.
• May have to undergo background investigation by Santa
Ana Police Department
I Applications & Development Services Category I
Lead Database Administrator, SQL
Duties
Education /Cert ifi ratio n
Work Experience /Skills /Knowledge /Abilities
Other
• In a Windows environment, perform data modeling,
design and production database administration.
• Provide database support for system projects
implementations, new application processes,
maintenance and upgrades.
• Prepare technical documentation, configuration and
data /application location on the application servers.
• Develop global enterprise data architecture including
subject area data models, data marts, operational
data store and future data warehousing opportunities.
• Assist in retrieval and delivery of information from
enterprise reporting systems.
• Prefer MCDBA SQL 7 / 2000 1 2005.
• Formal course work in MS SQL Server and data base
administration a plus.
• 5+ years experience as a SQL Server Database
administrator, designing, tuning, archiving and
optimizing relational databases in a production SQL
7.0, 2000 and 2005 environment.
• 4 years as a lead SQL server 2000/2005 DBA is
preferred.
• Knowledge of data base management theory and
practice essential.
• Experience leading and /or working closely with
programmers and analysts in our database
development, conversion or upgrade project with a
mid to large size enterprise.
• Performance tuning, database backup and recovery.
• Must have strong experience in data modeling,
writing stored procedures, triggers and optimization.
• Must possess a solid understanding of relational and
dimensional database design methodologies, tools
and techniques.
• Good analytical, written and verbal communication
required.
• Skills in data modeling using ERWin.
• Minimum 15 Net WPM.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate electronic devices,
computers and keyboards.
• Ability to read printed documentation and computer
screens.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark Technical Specialties
Aaalications & Develooment Services Cateaory
Database Administrator - Oracle
Duties
Education/Certification
Work Experience /Skills/Knowledge /Abilities
Other
• Create, configure, manage and monitor Oracle 8i.x/9i.x
databases.
• Manage memory structures, storage, fragmentation, and
system resources.
• Ability to perform both Oracle and operating system
performance tuning and monitoring.
• Maintain Oracle database security, control and
administer user access, privileges and resources to
ensure data integrity.
• Perform database backup and recovery.
• Perform replication of production database into test
environments.
• Configure Windows 2000+ environment and directory
structure for an Oracle database and development tools.
• Use Oracle database management tools to monitor and
maintain production and test environments.
• Work as part of team to provide off -hours support as
required.
• Perform trouble shooting and fix operational problems.
• Formal course work in Oracle preferred.
• Preferably a BS in computer science or related
engineering field.
• Minimum 6 years hands -on RDMS work including 3
years with Oracle database and tools.
• Experience with Oracle Database v8i.x/9i.x a must.
• Knowledge of Oracle SQL Developer (or like tool, i.e.
TOAD, SQL Navigator), Oracle SQL "DBA and Oracle
SQL'Net.
• Must have ability to develop scripts and perform general
system maintenance tasks.
• Knowledge of all Oracle backup and recovery scenarios,
including knowledge and experience with RMAN.
• Experience in Oracle /OS performance tuning.
• Thorough knowledge of physical database design.
• Knowledge of DBMS theory and practice is essential.
• Minimum 15 Net WPM.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate electronic devices,
computers and keyboards.
• Ability to read printed documentation and computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by Santa
Ana Police Department.
Benchmark Technical Specialties
ausiness/Annlication /Project Consultina Services
Project Manager
(for purchased package application
project)
Duties
Education /Certification
Work Experience /Skills /Knowledge /Abilities
Other
• Under the direction of a Team Leader, will keep
project on course for schedule, cost and resources.
• Assists in planning, organizing, and arranging for
staffing.
• Heads effort to confirm user requirements.
• Coordinates selection phase (e.g., RFP, proposal
evaluation, vendor selection, negotiations, internal
approvals and contracts).
• Assists in vendor management.
• Leads data migration.
• Helps develop business rules.
• Oversees acceptance testing and operational cut
over.
• Some post implementation transition assistance.
College degree preferred.
• Minimum 6 years of Applications & Development
Services experience with 3 years in project
management assignments.
• Must have recent experience as project manager for
a successful "off- the -shelf buy" project with a budget
of at least $1,000,000 and 4,000 hours of staff effort.
• Knowledge of financial systems essential.
• Knowledge of government accounting practices and
municipal government processes ideal.
• Skills in all phases of the application acquisition life
cycle needed.
• Ability to communicate both orally and in writing.
• Excellent interpersonal and team skills a must.
• Needs an "I'll do whatever it takes" attitude.
• Should have PC skills in word processing,
spreadsheet, and project management software.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate computers and
keyboards.
• Ability to read printed documentation and computer
screens.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark
Project Manager
(for software development project)
Duties
Education /Certification
Work Experience /Skills /Knowledge /Abilities
Other
Services
• Under the direction of a Team Leader, will keep project
on course for schedule, cost and resources.
• Assists in planning, organizing, and arranging for
staffing.
• Heads effort to confirm user requirements.
• Manages all applicable phases of the application
development life cycle
• Defines work tasks and makes staff assignments
• Participates in architecting the system and confirming
viability of design.
• Helps quality control staff products.
• Plays key role in overall integration of systems
modules.
• Oversees acceptance testing and operational cut over.
• Some post implementation transition assistance.
College degree preferred.
• Minimum 6 years of Applications & Development
Services experience with 3 years in project
management assignments.
• Must have recent experience as project manager for a
successful software applications development project
with a budget of at least $400,000 or 4,000 hours of
staff effort.
• Knowledge of government accounting practices and
municipal government processes ideal.
• Skills in all phases of the application development life
cycle needed.
• Ability to communicate both orally and in writing.
• Excellent interpersonal and team skills a must.
• Needs an "I'll do whatever it takes" attitude.
• 4 GL programming and relational data base design very
helpful.
• Client/server development experience a big plus.
• Should have PC skills in word processing, spreadsheet,
and project management software.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate computers and
keyboards.
• Ability to read printed documentation and computer
screens.
• May have to undergo background investigation by
Santa Ana Police Department.
Technical
ITelecommunications Services Category I
Telephone System Engineer
for NEC NEAX2400 PBX
Duties
Education/Certification
Work Experience /Skills/Knowledge /Abilities
Other
• Installs new cabling and perform cross connects at
Main Distribution Frame (MDF) or Intermediate
Distribution Frame (IDF).
• Installs new telephone equipment to voice outlets as
required.
• Tone, test and identify voice cables.
• Update and maintain all voice cable records.
• Programming and physical moves, adds, and
changes (MAC'S) of existing telephone equipment.
• Troubleshoot problems and make appropriate
repairs.
• NEC certification in installation, maintenance and
administration on the NEC NEAX 2400 IPX, NEC
NEAX IPS 2000 and NEC IVS 20 PBX's
• NEC certification in installation, maintenance, and
administration on the NEC Inforset 408, MEC Mark
II, and NEC Electra Pro Elite key systems.
• Certification in maintenance and administration of
the Centigram 640 VME 6.01) voicemail system
preferred.
• Minimum 4 years in installation and maintenance of
digital and key telephone systems.
• Ability to program large NEC PBX systems and
small key systems.
• Skills and experience troubleshooting telephony
related problems.
• Must have positive customer service attitude.
• Ability to communicate well with customers.
• Ability to work without direct supervision.
• Ability to work with outside vendors to resolve
technical problems.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate tools, test equipment,
electronic devices, computers and keyboards.
• Ability to lift and move objects weighing up to 50
pounds.
• Ability to read printed documentation and computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark Technical Specialties
Telecommunications Services Category
Cabling Installer
Duties
Education /Certification
Work Experience /Skills /Knowledge /Abilities
Other
• Installs voice, video, data, audio and alarm cabling
systems consisting of fiber optic and copper cabling.
• Will install, test, tone and tag cables as per EIAITIA,
BICSI, SYSTIMAX, and NEC standards and
requirements.
• May require some work during off - hours.
SYSTIMAX structured cabling system installer
Certification required.
• Minimum of 2 years of hands -on work experience.
• Knowledge of EIA/TIA, BICSI, SYSTIMAX, and NEC
standards a must.
• Prior PBX and LAN system cabling experience
desirable.
• Must know and understand SYSTIMAX Category 5e
and 6 cable standards and be able to adhere to the
standards with work practices.
• Ability to document completed assignments.
• Ability to work safely.
• Ability to interact in a team environment with
network engineering and with customers.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate tools, and test
equipment, electronic devices.
• Ability to climb ladders in awkward positions.
• Ability to work in closed spaces under abnormal
environmental conditions.
• Ability to lift and move objects weighing up to 80
pounds.
• Ability to read printed documentation and
computerized test devices.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark Technical Specialties
Comuuter & Networking Services Category
Network Engineer
(TCP /IP, IPX, Ethernet)
Duties
Education/Certification
Work Experience /Skills /Knowledge /Abilities
Other
• Responsible for configuring, controlling, tuning,
monitoring and troubleshooting all elements of the
LAN/WAN infrastructure including switches, routers,
firewalls, virtual private networking and leased
circuits.
• Utilizes software and hardware tools to identify
problems and factors affecting network performance.
• Provides recommendations on expanding networks
to meet new business needs.
• Formal training courses in networking, protocols,
device programming, etc. desirable.
• Vendor Certification by Cisco and /or Network
General highly desirable.
• Minimum 4 years hands -on network experience in a
multiple LAN and WAN environment.
• Experience with Cisco hardware and software in an
Ethernet environment using TCP /IP required.
• Experience with Network General and /or Fluke
protocol analysis tools desirable.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate tools, test equipment,
electronic devices, computers and keyboards.
• Ability to lift and move objects weighing up to 50
pounds.
• Ability to read printed documentation and computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark Technical Specialties
Computer & Networking Services Category
Local Area Network (LAN) Specialist —
Microsoft Windows XP /2000 Domains
Duties
Education/Certification
Work Experience /Skills/Knowledge /Abilities
Other
• Manage Windows XP /2000 client/server
environment.
• Manage user account, security policies, and email
accounts.
• Install and configure server hardware and software.
• Backup and restore data from various sources,
including user files, SQL and Exchange.
Formal training courses in Microsoft Windows
XP /2000/2003, Exchange Server, ISA are desirable.
• At least two years of work with Microsoft networks
and domains in a LAN environment with 100 or
more nodes.
• At least two years of hands -on experience
maintaining an Exchange Server environment of
100 or more users.
• Experience managing any of the industry leading
ant -spam /anti -virus products.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate tools, test equipment,
electronic devices, computers and keyboards.
• Ability to lift and move objects weighing up to 50
pounds.
• Ability to read printed documentation and computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by
Santa Ana Police Department.
Benchmark Technical Specialties
Comouter & Networking Services Category
Computer System Engineer,
Unisys V- series Mainframe
Duties
Education /Certification
Work Experience /Skills /Knowledge /Abilities
Other
• Manage Unisys V- Series and LX5100 operating
configuration, system libraries, etc.
• Troubleshoot terminal, line and configuration problems
on both the Unisys V- Series and LX5100 using both
ODT commands and system utilities.
• Use TCL compiler on the V- Series and NAU editor on
the LX5100 to add or delete terminals, lines and
connection groups.
• Use system utilities on the V -Series and LX5100 to
configure the operating systems and perform warm
starts and cold starts.
• Use system utilities to monitor DMS II database
performance on the V- Series including statistics and
census data.
• Use the DASDL compiler on the V- Series to
reconfigure and recompile the DIMS II databases.
• Maintain the CANDE user data file for authorized
terminals and users on the V- Series system.
• Maintain the CTC- Bridge Filesweep programs on the
V -Series and make changes to the COBOL source,
when necessary.
• Use the WFL compiler to generate batch - processing
jobs on the V- Series.
• Operate environment to production schedule.
Unisys training courses highly desirable.
• Minimum 3 years of system engineering of Unisys V-
series computer equipment in a production computer
center environment.
• Must be able to operate reel tape and DAT units.
• Minimum 15 Net WPM.
• Position may require shift work on an as needed basis
• Manual dexterity to manipulate electronic devices,
computers and keyboards.
• Ability to lift and move objects weighing up to 50
pounds.
• Ability to read printed documentation /computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
Benchmark Technical Specialties
Computer & Networking Services Category
Micro Support Technician
Duties
Education /Certification
Work Experience /Skills /Knowledge /Abilities
Other
• Install and configure new and relocated
microcomputers, peripherals and software
applications.
• Analyze and troubleshoot hardware and software
problems.
• Install new releases, versions, drivers and patches to
software and firmware.
• Relocate PC's, printers, and peripherals.
• Provide end user support for simple applications
questions.
• Formal training classes in PC configuration and
troubleshooting preferred.
• A+ certification a plus.
• Minimum two years hands -on experience in
microcomputer related system installation and
support in Windows XP 12000 environments.
• Ability to install and configure MS Windows XP /2000
and MS Office 2003 essential.
• Skills and experience in troubleshooting both PC
hardware and software needed.
• Must have a strong customer service attitude and
ability to communicate well with customers.
• Must have a valid Class C Driver's license.
• Manual dexterity to manipulate electronic devices,
computers and keyboards.
• Ability to lift and move objects weighing up to 50
pounds.
• Ability to read printed documentation and computer
screens.
• Ability to recognize and respond to alarm sounds and
equipment generated signals.
• May have to undergo background investigation by
Santa Ana Police Department.
EXHIBIT A -2
VENDOR'S PROPOSAL
I
A- 2007 -145
Proposal for
Temporary
Technical Contract
Service Personnel
And
Consulting Services
For the
City of Santa Ana
Submitted By
I
1
Mastering Your Information
SoftMaster, Inc.
23 Peters Canyon Rd
Irvine, Ca 92606
(949) 612 -6388 x811 Phone
(909) 598 -4599 Fax
www.softmaster.com
California
April 13, 2007
EXHIBIT A 2
Contents
ExecutiveSummary .......................................................................................... ............................... 1
CompanyInformation ...................................................................................... ...............................
3
Location........................................................................................................ ...............................
3
Contacts....................................................................................................... ...............................
3
SoftMaster Overview {ref. section 2. 2. c1 ..................................................... ............................... 3
Ownership {ref. section 2.2.c1 ..................................................................... ............................... 4
Major Services Offered {ref. section 2. 2. c1 .................................................. ............................... 4
Project -Based Consulting ......................................................................... ............................... 4
TemporaryTechnical Staffing .................................................................. ............................... 5
ManagedServices .................................................................................... ............................... 6
Number of Years Providing Service {ref. section 2. 2. c1 ............................... ............................... 6
Overall Qualifications of SoftMaster {ref. section 2. 2. d1 ............................. ............................... 6
Unique Qualifications of SoftMaster {ref. section 2. 2. d1 ............................ ............................... 7
Confirmation of Agreement {ref. section 2. 2. e1 .......................................... ............................... 7
Other Relevant Information {ref. section 2. 2. f1 ........................................... ............................... 8
Sample Resumes {ref. section 2. 2. g1 ................................................................ ............................... 9
Senior Application Architect .................................................................... ............................... 9
Senior Dot Net Developer ...................................................................... ...............................
15
SeniorOracle DBA .................................................................................. ...............................
19
Proposed Technical Specialties {ref. section 2. 2. h1 ....................................... ...............................
22
Unique Qualifications /Experience {ref. section 2. 2. i1 .................................... ...............................
24
Methodology {ref. section 2. 2. j1 .................................................................... ...............................
25
Managed Staffing Methodology ................................................................ ...............................
25
Candidate Identification ........................................................................ ...............................
25
CandidateScreening .............................................................................. ...............................
26
Candidate Verification ........................................................................... ...............................
26
Interview Management ......................................................................... ...............................
26
Hiring Process Coordination .................................................................. ...............................
26
Performance Monitoring and Evaluation .............................................. ...............................
27
Candidate Quality {ref. section 2. 2. k1 ........................................................ ...............................
27
Training Programs {ref. section 2. 2. 11 ............................................................ ...............................
27
VendorTraining ..................................................................................... ...............................
28
LabEnvironment .................................................................................... ...............................
28
Mentoring.............................................................................................. ...............................
28
Retention Programs {ref. section 2. 2. m1 ....................................................... ...............................
28
References {ref. section 2. 2. n1 ....................................................................... ...............................
29
Executive Summary
The City of Santa Ana has identified a need for qualified Vendors to provide highly qualified
technical contract service personnel as well as project -based consulting services. SoftMaster is
uniquely qualified to provide both of these services.
SoftMaster has the skills, expertise, and experience to successfully assist The City of Santa Ana
in fulfilling the needs outlined in this RFP. Our experience is uniquely suited to each required
task:
Staffing Services — SoftMaster provides temporary technical staffing to our clients in
both the public and private sector. We seek out the most qualified candidates for each
specific job requirement and use our rigorous screening methodology to ensure that
each candidate has the right technical skills as well as excellent interpersonal skills. We
excel at finding highly competent top performers with unique skills to match our clients'
needs.
Project -Based Consulting— SoftMaster has built our reputation delivering high quality
solutions, on time and on budget. Our areas of expertise include database architecture
and design, data warehousing and business intelligence, custom application
development, packaged application implementation, and infrastructure design and
support.
Our core competencies fit well with the technologies identified as important to the City of
Santa Ana. We specialize in the following areas:
• Microsoft SQL /Server Database design development and support
• Application Development in Asp.Net, VB.Net, C #, and Java
• Oracle database design, development, and support
• Infrastructure support of Windows servers and desktops
• Project Management of complex software development projects
• Planning, acquisition, and project management of packaged applications
We have numerous satisfied and referenceable clients whom we have served in these areas.
April 2007
In addition, we have significant domain knowledge of municipal government systems and
processes. Our Senior Partners, project managers, and consultants have been involved in the
design, development, implementation, and support of numerous such systems for over 10
years.
Company Information
Location
Name of Proposing Firm:
Proposer's Principal Location:
Proposer's Location that will service the City:
Contacts
SoftMaster, Inc.
23 Peters Canyon
Irvine, Ca 92606
23 Peters Canyon
Irvine. Ca 92606
The following individuals are the contacts for this proposal. They are authorized to negotiate for
SoftMaster and to enter into contractual agreements.
Primary
George Chen
Alternate
James Barnett
Senior Partner
Senior Partner
Address:
23 Peters Canyon
23 Peters Canyon
Irvine, CA 92606
Irvine, CA 92606
V- 949 - 612 -6388 X818
V- 949 - 612 -6388 X811
F- 909 - 598 -4599
F- 909 - 598 -4599
gchen @softmaster.com
ibarnett @softmaster.com
SoftMaster Overview (ref. section 2.2.c)
SoftMaster provides technology consulting, development, support, and staffing to medium to
large size organizations and government agencies. Our mission is to provide Best Practices
information technology consulting and services at competitive costs. We have specialty
practices in Large -scale database design and implementation, Application Development and
installation, Data Warehousing and Business Intelligence, and Infrastructure Support
SoftMaster, Inc. was found in 1996 and now has over 50 consultants worldwide. The principals
of the Company are George Chen and James Barnett, who together have over 40 years of
experience in information technology and who take an active hands -on role in screening and
managing all of SoftMaster's consultants.
SoftMaster's client base includes numerous Fortune 500 corporations and public agencies, and
we have participated in the successful development and deployment of numerous large scale
dollar projects. We are committed to delivering the highest quality services that surpass our
client's expectations with continual focus on efficiency, productivity and cost effectiveness.
April 2007
SoftMaster is based in Irvine, CA, and we will be providing services to the City of Santa Ana from
that location. Our Irvine facility is available for off -site meetings and discussions as required.
Partnerships and Alliances
SoftMaster maintains a number of alliances with best of breed systems, network and database
vendors. This allows us to keep our consultants up to date with access to training and the latest
technology. Additionally, we maintain solution awareness and experience with a number of
vendors. Below is a list of our key business alliances.
• Microsoft
• IBM
• Oracle
• Business Objects / Crystal Reports
• Informatica
• Reflectent
Note: SoftMaster does not act as a value -added reseller for any of these partners, thus we are
able to provide objective analysis and recommendations on selection of platforms, tools, and
software.
Ownership {ref. section 2.2.c}
SoftMaster is a privately owned California Corporation, incorporated in 1996. Ownership has
remained constant throughout this period and no change is expected. SoftMaster is a minority
owned business, certified by the Southern California Minority Business Development Council.
Major Services Offered {ref section 2.2.c}
SoftMaster provides project -based consulting services, temporary technical staffing, and
managed operations services. The following details our practice in each of these areas.
Project -Based Consulting
SoftMaster has successfully completed numerous project -based engagements ranging from
rapid implementation projects to enterprise -wide, large -scale systems.
SoftMaster's proven methodology (as shown in the following diagram) combines the traditional
system lifecycle practices with a Hybrid Predictability Model (HPM) which employs toll -gates to
ensure that projects meet the required functionality and are delivered on time and in budget
with predictable results.
Temporary Technical Staffing
Recognizing that some of our clients prefer to run projects using internal resources augmented
by skilled temporary resources, we have always offered our expertise in temporary staffing.
While offering rates comparable with firms that can only offer staffing, we distinguish ourselves
in a number of ways:
• We have experienced technical consultants on staff who thoroughly screen potential
candidates for depth of technical knowledge and ability to apply that knowledge.
• We provide 247 backup support for any position that we staff. Because we have a
number of senior technical resources, we can call upon them for help in critical, time -
sensitive situations or when backup is needed.
• We are experts in the technologies for which we provide resources, and are thoroughly
familiar with the market place and availability of resources.
April 2007
Managed Services
SoftMaster also provides ongoing support and operations on a service -level agreement (SLA)
basis. We provide 24x7 monitoring, analysis, troubleshooting, and maintenance for databases,
networks, and desktop computers, both onsite and remotely.
Number of Years Providing Service {ref section 2.2.x}
SoftMaster has been providing Information Technology consulting and temporary technical
Contract services since 1996.
Overall Qualifications of SoftMaster (ref section 2.2.a)
SoftMaster is uniquely qualified to provide the mix of services required by the City of Santa
Ana. As a highly focused, boutique firm our core competencies have a great overlap with the
needs of the City. These competencies include
• Customer - focused project management
• Database design and implementation
• Application development /support using Microsoft tools
• Infrastructure support in the Wintel environment
The size of our company is also very compatible with the needs of the City. With over 50
consultants, we are large enough to provide a depth of resources, yet small enough to be highly
responsive to the needs and requirements of our clients. Our Senior Partners take an active role
in the business including screening of candidates and management of project -based
engagements. Their extensive knowledge of information technology as well as municipal
government systems allow SoftMaster to provide technology services that is tailored to the
needs and environment of a city such as Santa Ana.
SoftMaster is also uniquely qualified to provide both consulting (project- based) services as well
as temporary technical staffing. The foundation of our business is consulting, which means that
we have a deep understanding of the process of developing and implementing software
systems, as well as the tasks and processes needed to support and maintain a highly - available
IT infrastructure.
SoftMaster Values
SoftMaster bases our practice on three value. First, we focus on the customer. Our aim is to
develop a partnership that centers on the goals of our customer and how we can support those
goals. Second, we empower our associates to respond to our customer in ways that are
effective and timely. And finally, we encourage continuous innovation that is focused on those
customer needs.
Unique Qualifications of SoftMaster (ref. section 2.2.a}
SoftMaster has a number of unique qualifications which distinguish our firm in providing these
services to the City.
SoftMaster has a number of unique qualifications which distinguish us from other firms
including:
• We have experienced and highly qualified technical consultants on staff who thoroughly
screen potential candidates for depth of technical knowledge and ability to apply that
knowledge. Using experienced consultants as technical screeners allows us to better
assess the real world skills of our candidates and how those skills will apply in the
workplace.
We provide 240 on -call backup support for any position that we staff. Because we have
a number of senior technical resources on staff, we can call upon them for help in
emergency, time - sensitive situations or when knowledge of a specific technology is
required to resolve issues. Examples of these situations include complex database
recovery scenarios, network outages, and mission critical application issues.
• We are experts in the technologies for which we provide resources, and are thoroughly
familiar with the market place and availability of resources. This allows us to quickly
target sources for candidates and to advise the City on market conditions. In addition,
we can make expert recommendations on the use of various technology options to
enable the City to select the most effective directions.
We regularly conduct client satisfaction surveys as well as interviews with clients to
gather feedback on our consultants' performance. This formal feedback process allows
us to identify corrective actions, if needed, and to focus on ways to continually improve
the quality of our services and processes.
Confirmation of Agreement {ref, section 2.2.e}
SoftMaster agrees to follow the terms and processes outlined in the RFP to which this is a
response, as well as the resulting agreement including all administrative and billing procedures
of the City of Santa Ana.
April 2007
Other Relevant Information {ref section 2.2.fl
SoftMaster has been a provider of technology and resources to the City of Santa Ana for almost
10 years. During that time, we have lead the development of a number of custom systems
within the City including Sapin, Business Tax, and Municipal Utility Services.
We have also provided Project Manager services for the implementation of numerous packaged
systems including Payroll, Document Imaging (LaserFiche), fleet management, insurance
processing, and cashier operations.
In addition, our infrastructure consultants have supported and implemented scalable, highly
available solutions including mission - critical database support and Microsoft Exchange
upgrades.
During this time we, as a company, have provided emergency support on a number of
occasions. Calling on our team of staff consultants we have provided support for emergency
database and system outages that have allowed the City to recover in a minimum of time and
with no loss of data. SoftMaster's status as both a provider of temporary resources and a full -
fledged consulting firm have enabled us to provide this service on a 24x7 basis to support the
City's emergency requirements.
Based on this experience, our Partners, Managers, and Consultants possess significant domain
knowledge that is specifically applicable to the needs of the City. Also, as a company, we have a
deep commitment to the municipal government market space.
Sample Resumes {ref. Section 2.2.g)
The following are the resumes of three consultants who are representative of the skill level and
type of resource provided by SoftMaster for assignments such as those required by the City of
Santa Ana. SoftMaster always provides support and knowledge sharing even to our consultants
working on a time and materials basis. These consultants can always consult with and draw
upon the knowledge of our specialists in many areas such as project planning, and specific
technologies.
Senior Application Architect
OBJECTIVE To architect and develop enterprise -level software solutions, leveraging nearly a decade
of experience within highly visible projects for Fortune 500 clientele.
PUBLIC4TIONS Coauthor - ASP.NET 2.0 Lead Author — Lead Author —
Instant Results Professional WPF Professional Expression
Wrox Press Programming Interactive Designer
Wrox Press Wrox Press (Fall 2006)
TECHNICAL SKULLS Development: C #, ASP.Net, VB.Net, BizTalk 2004, Java, Jscript, VB 6, JSP, InfoPath,
XML, XSD, COM, DCOM, COM +, Pascal, RealBasic, Voice Recognition
(SAPI & SMAPI), Sharepoint, SOAP
Project Mgt: PMP Certified (CPI, SPI, ROI, CV, SV, EVM, CPM, FPA)
Processes: MSF, RUP, Agile, CMM, Extreme Programming, 6 Sigma
Infrastructure: DNS (BIND), IIS, SSL, IP- Telephony, Exchange, Great Plains,
Active Directory, SMTP, NNTP, LAN, WAN, WiFi, SQL Notification Services
Standards: HIPAA, ANSI 837, 835, 997 EDI formats
Databases: SQL Server, Oracle, Sybase, DB2, Informix
Platforms: Windows (all), AS /400, Mainframes, Unix, Macintosh
Reporting: Crystal Reports, Active Reports, Cognos, SQL Server Reporting Services
Patterns: Singleton, Class Factory, Facade, Proxy, Bridge, Data Adapter, MVC, MVP
Portals: Sharepoint, DotNetNuke
CLIENTELE Federal Government PacifiCare New York Energy East
Wellpoint Herbalife Med Partners
TRW H &R Block Quantimetrix
Buy.com CompUSA Ceridian
G4S Justice Services Kelley Blue Book Marshal & Swift
EDUC477ON • Riverside Community College, Major: Management Information Systems
• San Bernardino Valley College, Major: Management Information Systems
• University of Phoenix, Major: Business Management
CERTlFICA77ONS PMP - Project Management Professional
• MCP - Microsoft Certified Professional
• MCAD — Microsoft Certified Application Developer
• MCSD — Microsoft Certified Application Developer
EXPERIENCE Architect
JULY 06pm-wnt Major Tax Preparation Service
Carlsbad, CA
April 2007
Major Tax Preparer with over 12, 000 locations worldwide and serves over 20 million clients annually. The company
services about 21 million clients in 21 countries.
• Architect of a short-term effort to reengineer the SOA architecture for the web services
and application services for their flagship commercial product
• Designed and implemented a custom XML format for the web services provisioning and
consumption among various clients.
• Architected a solution from scratch in C #, using patterns such as Data Transfer,
Adapter, Class Factory, Singleton, Fagade, and Model View Presenter.
• Technologies included: C #, ASP.NET, Laszlo /Flash, XML, NET Remoting, Web
services, SQL Server 2005, Query Notifications, etc.
JULY05- JULY06 Solutions Architect, Enterprise Architecture Team
Kelley Blue Book - (contract)
Irvine, CA
Kelley Blue Book, since 1918, remains as one of the most recognized American brands on the web. The
organization boasts an unrivaled 80 years of continuous profitability.
• Architect and lead developer of the Vehicle Information Management System rewrite in
.NET (C #), msft application blocks, and custom framework components.
• Architect for business applications department, designing integration points and
processes for 11 applications across the organization including Vehicle Data
Management, Finance, CRM, Billing, Reporting, Data Warehousing, Product
Configuration, and Customer - facing products.
• Member of the Enterprise Architecture Team, involved in strategic technology decisions
involving all software development efforts.
• Architected the technical integration with salesforce.com to our CRM and Product
Configuration systems.
• Provided NET training to 12 developers covering classes, interfaces, Web services,
patterns, NET 2.0, and various other subjects.
FEB 05-�1ULY05 Architect / Lead Developer
G4S Justice Services - (contract)
Margarita, CA
Rancho Santa
G4S Justice Services forms the second largest global network of security operations worldwide, with 360, 000 full -
and part-time employees.
• Architect and lead developer on a GPS satellite tracking mapping application for
monitoring parole offenders, using state -of- the -art GPS hardware and software.
• Developed the system in ASP. Net using C #, Javascript, SQL Server, XSD, XML, Crystal
Reports, DotNetNuke portal software, and 3rd party Net mapping components.
• Coordinated with the hardware developers and staff to identify architectural solutions for
processing geoFence GPS violations both at the device level and on the server.
• Assisted the development of an enterprise messaging system, based on a Service
Orientated Architecture, written in C #, running MSMQ and SQL Server. Messages were
serialized class objects, passed between ports on exchangeable cloned servers.
• Assisted in the implementation of automated build and deployment processes using
open source code such as nAnt, nUnit, nDoc, and DotNetNuke, for continuous builds
from source control for the entire staff, both in the USA and UK.
AUG 04 —FEB 05 Architect / Lead Developer
Ceridian - (6 month contract)
Fountain Valley, CA
Ceridian Corporation is a leading information services company in the human resource, retail and transportation
markets, grossing over 1.3 billion annually. It provides services on behalf of employers for more than 20 million
employees and $125 billion in federal tax deposits annually.
• Architect and Lead Developer of a debit card financial management system using C #,
VB.net, ASP.Net, XML, XSD, Web services, Crystal Reports, SQL Server Reporting
Services, and Net Remoting on a SQL Server database.
• Member of the board of software architects for guiding and establishing enterprise
compliance and best practices within the numerous ongoing development projects.
• Implemented components using a pre- existing enterprise framework written in C #. It
provided data access, parallelism, thread control, logging, sessions, Net remoting,
location transparency, message queues, several design patterns, & .Net reflection.
• Architected proof of concept technologies for security, encryption, state management,
batch processing, exception management, and parallel thread processing.
• Coordinated with experts from Ernst & Young to implement security mechanisms in
preparation for a extensive security audit encompassing all exposed areas of the
application over the internet.
JUNE 03 -AUG 04 Chief Architect
Digital Business Services - (12 month contract)
Ontario, CA
Digital Business Services provides technology services and product fulfillment for internet -based business
opportunity products with 17,000 clients nationwide. DBS Provides 100% Microsoft Net solutions for the enterprise.
• Chief Architect and solely responsible for all technology decisions, managing a staff of
18 programmers, reporting directly to the president.
• Introduced and carried out drastic initiatives to consolidate 5 codebases and across 3
platforms into 1, saving over $1,500,000 in development and support costs.
• Architect and Project Manager of an 8 -month project for a voice - recognition application
written in VB.net, ASP.Net Web services, C #.Net, C + +, XML, SAPI, SMAPI, MS Speech
API, and SQL Server (15 programmers).
• Managed a code conversion of over 50,000 lines of Coldfusion into a single ASP.Net
codebase, using structured class libraries for data access, error handling, remote
application updaters, and web services.
• Designed and built a 3 -tier DNS infrastructure using BIND, VB.net, and SQL Server,
which facilitated the integration of 3 codebases, saving $500,000 over 9 months.
• Designed and managed an online newspaper portal, replicating to websites owners with
real -time news -feeds and rich media, using ASP.Net, XML, RSS, DTD, SQL Server.
• Architected and implemented an RSS XML data export for all online shopping systems,
written in ASP.Net, VB.Net, and SQL Server.
N0V2"- 1V0V2002 Sr. Software Architect
Technology Resources - (Full Time Consultant)
Aliso Viejo, CA
US Technology Resources, LLC, a California limited liability corporation, is part of the Comcraft Group which holds
$3.5 billion in companies located in over 50 different countries. Chairman is the founder of the 8th largest contract
manufacturing organization in the world, and our President was co- founder of Catalina Marketing LTD (NYSE.
POS). US Technology specializes in E- commerce, retail, banking services, financial services, airline, aviation,
shipping, transportation, networking and telecommunications.
April 2007 11
Client: Geologistics - $1.5 billion in annual revenues with 1,000 locations in
140 countries.
• Managed 15 developers, personally architecting and reviewing designs, code, platform
issues, and general technology for all active projects, reporting directly to CIO.
• Architected SQL Replication designs, processes, and piloted a project for a global
database solution.
• Technologies in use: AS /400, Mainframe, VB, SQL Server 2k, ASP, .Net, Biztalk
Client: Wellpoint - # 204 on the Fortune 500 - $12.4 billion revenue - 16,300
employees
• Technical Architect and Project Manager on a data reporting system, managed
development effort of over 12 offshore resources, personally architecting and reviewing
development for each release.
• Technologies in use: Mainframe, Sybase, Crystal Reports 8.5, VB, SQL Server.
Client: CompUSA - $5.5 billion in annual sales
• Software Architect and Project Manager on an 8 -month e- commerce implementation for
CompUSA, utilizing Microsoft products within the development effort. My team of 18
engineers and I were able to successfully commandeer the e- commerce code -base,
producing a revamped version of their retail website.
• Technologies: VB, ASP, Site Server 2000 — Commerce Server, XML, HTML, SQL
Server, and DTS
Client: NYSEG (Energy East Corp.) - #522 on the Fortune list - $5 billion in annual sales
• Project Manager and Technical Lead on a enterprise billing application which served
electricity to 825,000 customers and natural gas to 246,000 customers across more
than 40% of upstate New York.
• Reverse engineered the existing mainframe system, performed risk analysis & cost
evaluations, and implemented the system for the state -wide billing department.
• Technologies in use included VB, ASP, HTML, Access, Oracle, DB2, Mainframe, Excel,
Power Builder, Lotus Notes
Client: PacifiCare - # 169 on the Fortune 500 - $6 billion in annual revenue
• Architected and launched the code rewrite of a Customer Service System, serving 500
employees in several nationwide call- centers, from Forte' /OpenVMS into a Microsoft
VB /SQL solution.
• Examined components and source code from 3 systems, with technologies including:
Forte', OpenVMS, RDB Databases, Visual Basic, MTS, Com for VMS, & Java for VMS.
Client: TradingLinx.com
• Performed an onsite review of Java architectures, code constructs, message queues,
and database transaction processing techniques.
• Consulted on the architecture in place, its value, weaknesses, and throughput to the
investment board, 3rd party vendors, CEO, and VP's.
DEC J7 —JUN 03 Sr. Software Architect
Prime -Time Technology (Contract)
Orange /LA County, CA
Prime Time Technology is a U.S. based organization, with an international technology staff, providing professional
consulting services among various industries of software engineering. Prime Time Technology specializes in
providing software services to industries such as Retail, Financial, Shipping, E- Commerce, Real Estate, Medical,
Pharmaceutical, Networking, And Telecommunications.
Client: United States Federal Government, Bureau of Land Management
• Architected, designed, developed, and deployed a custom CRM platform to provide US
agencies with tracking and monitoring mechanisms for intern personnel and budgetary
controls.
• Adhered to Federal security protocols and constraints for secure application design and
required risk assessments performed in conjunction with Federal resources.
• Application was developed using VB.net, XML, Crystal Reports, and SQL Server 2000,
and licensing components.
• Coordination with department heads in Washington, D.C. for the requirements, designs,
protocols, change control, and the implementation process.
Client: HBSGI
• Architected, designed, developed, and deployed a medical billing / EDI software
implementation, built on C #.Net, Crystal Reports 9, Biztalk, and SQL Server 2000.
• Developed 18 Crystal Reports within the VS.net Crystal Environment. Reports were
based on views within the SQL Server 2000 database, spanning across 5 -10 layers of
normalization.
• Architected potential BizTalk adapters for EDI HCFA claim submission using the new
HL7 format.
• Managed the planning, analysis, design, development, and testing of the project
according to PMI standards and processes such as CPI, SPI, ROI, CV, SV, and EVM.
• Architected an EDI transaction system using HIPAA standards; Understanding of ANSI
837, 835, 997 EDI claim file formats.
Client: Marshal & Swift
Managed project requirements, designs, database modifications, and report
development for a software development migration from previous FoxPro systems into
the newer VB code base.
Developed a total of 27 Crystal Reports and performed application development using
Visual Basic 6, SQL Server 2000, Access 2000 and Crystal Reports 8.5.
Developed the reporting architecture for the client, with standards and examples for
report parameterization, complex formulas, advanced and run -time grouping,
summaries, subreports, and best overall practices.
Client: TRW - # 122 on the Fortune 500 - $13 billion in annual revenue
• Implemented an enterprise database replication mechanism and prototype for TRW's
inventory control division. This inventory system was built on a SQL Server 2000
distributed database design, using db- mirroring, OLTP, and http -based replication.
• Provided training and management consulting for the implementation of the financial
and inventory software system.
Client: Quantimetrix Corp. - $8 million in annual sales
• Project Manager and Technical Lead on a 12 -month cholesterol testing application, built
on a Macintosh platform, using C + +, RealBasic, the PDF SDK, and additional imaging
software.
• Developed the system with coordinated efforts of biological scientists in areas of
electrophoresis and blood serum separation controls, as our imaging software provided
the deciphering engine of the system, determining the cholesterol values based on
blood content.
Client: Paulus Engineering, Inc. - $14 million in annual revenue
• Architect and lead developer on an enterprise -wide job scheduling management system
April 2007 13
which provided phone and internet access to all project information, resources,
planning, and status.
The project used telephony, VB, ASP, Active X COM DLL's, TTS, SQL Server 2000,
and 3rd Party VbVoice components.
Client: Intelisource, Inc
• Microsoft Trainer for Visual Basic and SQL Server MCSD courses.
• Instructed students for Microsoft Certification in a variety of Microsoft technologies,
such as IIS, VB, ASP, SQL, COM, MTS, as well as DNA and N -Tier Architectures.
Client: Herbalife, Inc. - $881 million in annual sales
• Provided COM development for a multi - million dollar 2 year project, which utilized
proprietary components such as 'M -Lynx' and 'Data - Widgets'. Developed solutions
using Visual Basic, SQL Server, IIS, ASP, MSMQ, Active -X DLL's, and Active -X
Controls, and Crystal Reports.
• Provided training to developers in COM, using Active X DLL's to interact with SQL
Server Databases.
Client: The Meyers Group
• Lead Developer / Lead Technical Architect on a nation -wide data entry system, which
utilized COM, ASP, RDS, and DCOM, to remotely execute COM objects and Stored
Procedures over the LAN, WAN, and HTTP, (Internet) Protocol.
• Managed requirements, planned team assignments, provided business consultations for
several projects within the I.T. department.
Senior Dot Net Developer
PROFESSIONAL SUMMARY
More than 10 years of experience providing information services, product research, and
requirements gathering and development. Detailed analysis, and design, and programming
responsibilities with respect to implementing 'state of the art' technology into numerous
engineering and application programming projects. Architecture, testing, and deployement, of
web portals, desktop applications and components. Experience in installations programs on
Windows 95, NT, 2000 and the internet. Extensive experience with Visual C and C + +, Visual
Basic, Java , Jscript, MS Access, SQL Server, Oracle, Internet Information Server, Installshield,
Package for the Web, Installshield from the Web, MS Windows 95, Windows NT.
EDUCATION AND TRAINING
1/88 to 6/91 California State University, B.S. Computer Science
Fullerton Minor in Mathematics
9/80 to University of California, Irvine. B.S. Chemistry
12/86
TECHNICAL SKILLS
Languages: C #, VB.NET,C + +, C, Visual Basic.NET, ASP.NET, Active X, Visual Basic, XML, SQL,
Databases: Oracle, MS SQL Server, Access, FoxPro, Dataflex, Dbll, Flat files, Btrieve, Palm
Databases
PROFESSIONAL EXPERIENCE
7/06 — PresentSr. Consultant Applications,
Environment: XP Professional, Windows 2003, NET Framework, ADO.NET, ActiveX, COM,
Custom Controls, SQL Server 2005, T -SQL, Reporting Services 2005, Crystal Reports, Web
Services, Active Directory, LDAP, x509v3 digital certificates, ASP.NET, ASP, JavaScript,
HTML, XML, Application Blocks, multithreaded programming, designing and building frameworks,
enterprise patterns, Visual Source Safe, SQL 2000, Oracle, database design and
development, T -SQL, application and database tuning, performance and load testing,
development tools (VS.NET 2003, NAnt, NUnit), experience with EAI, SharePoint portal,
BizTalk, Object Oriented and component based SDLC, ASPDOTNETSTOREFRONT , HIPAA
Compliance, Sarbanes Oxley Compliance
April 2007 15
PL /SQL, Java, Jscript, VBScript, JavaScript, Active Server Pages, Installshield
script, Installation file scripts, Dataflex, MS Windows API
Software
ADO, ADO.NET, Visual Source Safe, Rational Clear Case, Rational Clear Quest,
Development
Microsoft SDK, Installshield, Installshield from the Web, Package for the Web,
Tools:
Resource Workshop, Turbo Debugger for Windows, Turbo Assembler, Dataflex
debugger, Win Sight, Win Spector, Turbo Pascal,
Hardware:
IBM PC and compatibles, Macintosh, VAX -11, SIGMA -7, Honeywell CP -6,
PDP -11
Operating
Advanced Server 2000, 2000 Workstation, Windows 95, Windows NT, MS
Systems:
Windows, DOS, UNIX, Linux
Databases: Oracle, MS SQL Server, Access, FoxPro, Dataflex, Dbll, Flat files, Btrieve, Palm
Databases
PROFESSIONAL EXPERIENCE
7/06 — PresentSr. Consultant Applications,
Environment: XP Professional, Windows 2003, NET Framework, ADO.NET, ActiveX, COM,
Custom Controls, SQL Server 2005, T -SQL, Reporting Services 2005, Crystal Reports, Web
Services, Active Directory, LDAP, x509v3 digital certificates, ASP.NET, ASP, JavaScript,
HTML, XML, Application Blocks, multithreaded programming, designing and building frameworks,
enterprise patterns, Visual Source Safe, SQL 2000, Oracle, database design and
development, T -SQL, application and database tuning, performance and load testing,
development tools (VS.NET 2003, NAnt, NUnit), experience with EAI, SharePoint portal,
BizTalk, Object Oriented and component based SDLC, ASPDOTNETSTOREFRONT , HIPAA
Compliance, Sarbanes Oxley Compliance
April 2007 15
National Association of State Mental Health Program Directors Research Institute, Inc. (NRI)
Redesigned NRI's web site from a classic ASP to .NET. Converted all Visual Basic 6
applications to ASP.NET. Converted NRI's database from Sql Server 2000 to Sql Server 2005.
Created web services in order to parse ASCII data files and validate the data before inserting
into master data tables. Provided a HIPAA compliant web application web application
where hospitals could submit their data on a monthly basis in a secure environment and
view reports on performance measures for psychiatric institutions. Based on credentials, a
user could either upload or view performance measure reports. Trained and mentored NRI
personnel Sql Server 2005, Reports Services and NET 2.0 programming.
11/05 — 6/06 Director of Engineering, Multifactor Authentication Inc., Irvine, CA
XP Professional, Windows 2003, Net Framework, ADO.NET, Vbscript, javascript, ActiveX, COM, Custom
Controls, Public Key Infrastructure, Infragistics Net Advantage, Web services, Active directory, LDAP,
X509 v3 digital certificates. ASP.NET, XML, Application Blocks, multithreaded programming, designing
and building frameworks, enterprise patterns, VSS, SQL 2000, Oracle, database design and
development, T -SQL, application and database tuning, performance and load testing,
development tools (VS.NET 2003, NAnt, NUnit), experience with EAI, Sharepoint portal,
Subversion
Requirements gathering, architected SecureAuth Compliance and SecureAuthX509 editions.
SecureAuth is a two factor authentication web portal authentication package for small
financial institutions to comply with the Federal Financial Institutions Examination Council.
SecureAuth issues security tokens, encrypted cookies or X509v3 digital certificates to the
client's browser after the user successfully enters his data, and registers his browser in
order to authenticate the user. When the user registers his browser he can do so by either
answering a Knowledge Based Answer, entering a password that was emailed or called on
his phone. Multifactor specializes in 2 factor authentication for small financial institutions.
6/05-11/05 Senior Software Engineer, Western United Insurance Company, Irvine, CA
XP Professional, Windows 2003, Net Framework, C #, ADO.NET, VB.NET, Vbscript, javascript,
AS400, ASP 3.0, ActiveX, COM, Sql Server 2000, T -SQL, Infragistics NetAdvantage ,Web services,
Active directory, LDAP
Rearchitechtured and updated Western United's website to a NET architecture using
Infragistics. Implemented single sign on (SSO) using forms authentication. Redesigned all
stored procedures that were obsolete and inefficient. Used web services in order retrieve data
from active directory.
12/04 -5/05 Senior Software Engineer, PrimeQ Interactive Advertising, Aliso Viejo, CA
XP Professional, Windows 2003, Net Framework, C #, ADO.NET, Oracle, Sql Server 2000,
Vbscript, ASP 3.0, ActiveX, COM, T -SQL, mulithreading
Updated and architected PrimeQ's billing and lead delivery system. The original system was
comprised of scheduled vbscripts. This method was converted to a c# and T -SQL system that
processed an incoming lead from one of Primeq's web sites.
01/04 -2/04 Senior Software Engineer, Oleumtech, Irvine, CA
XP Professional, Windows 2003, Visio .NET, XML, Visual C + +, Managed C ++ Extensions, Active X,
COM, Crystal Reports, Access, SQL Server Oracle„ TAPI, CrpytoAPl ,OOAD Visual Source Safe,
Updated and architected Oleumtech's Host program that receives data via cellular phone from
its remote monitoring systems. This allows remote monitoring of tanks, wells, flow equipment.
The installed system consists of a central SentryTm DataHub communications unit, which collects
data from several Sentry' Monitors installed throughout the platform via a proprietary short
haul radio and transmits the collected data to any site using cellular technology.
11/03 Consultant
Senior Software Engineer, eBuilt, Costa Mesa, CA
XP Professional, .Net, Visual C + +, Active X, COM
Product Managed, designed and implemented DSL Registration Client for SBC. Client software
gathers system information and determines if it meets or exceeds system requirements. If
system requirements succeed, the data is sent to the server. If system requirements do not
pass the program notifies the user what he /she needs to upgrade.
5/03 to 10/03 Consultant
Senior Software Engineer, Northrop Grumman, Woodland Hills, CA
Advanced Windows 2000, Visual C + +, COM, SQL Server, TCP /IP, Ipsec, C + +, ATL, COM, SOAP,
ASP.NET, HTML, Crystal Reports, Visual Interdev, Exchange, CrpytoAPl , Oracle,OOAD Visual
Source Safe, Active Directory, LDAP, Single Sign On
Product Managed, designed and implemented the Communications Gateway System(CMS) for
the Pentagon. CMS was a standalone application. It was my job to convert CMS in to a
distributed client server application. CMS utilizes Microsoft SQL Server, Crystal Reports, Web
services, active server pages(ASP), COM, active template library(ATL), TCP \IP
5/01 to 4/03 Consultant
Senior Software Engineer, Sierra West, Newport Beach, CA
PalmOS, CodeWarior, PalmOS SDK, Palm Database Development, Palm Conduits Oracle, Ipsec,
C + +, Java, ATL, COM, SOAP, COM +..NET
Product Managed, designed, implemented and tested wireless internet application for the
PalmOS v4.1 and PalmOS v5.
April 2007
17
i
f
Product Managed, designed, implemented and tested Shopper. Shopper is a PalmOS
application that stores the aids the user in finding various grocery items in a store. The user
inputs which aisles for each section of a particular store.
4/00 to 5/01 Senior Software Engineer, Litronic Inc., Irvine, CA
C + +, VB, JAVA, JSP, JSP Server Applets, Active X, ATL, COM, PKSC11, PKI, Cryptography, Smart
Card, Microsoft Active Directory, LDAP, Single Sign On, Provisioning, Powered Smart Card, Java
Card, Common Access Card, Microsoft Management Console Development, COM + +,Sql Server,
Oracle, SOAP, ASP, Jscript, VBScript, HTML, IIS, Certificate Server.
Product Managed, gathered end user requirements, designed, implemented and tested the
Microsoft Cryptographic Service Provider(CSP). Mission - critical security functions such as
private key storage and digital signatures are performed on the smart card for significantly
greater security that is completely portable for use with a desktop or laptop.
2/97 to 4/00 Senior Software Analyst/Programmer, MTI Technology Corp., Anaheim
C + +, VB, JAVA,JSP Server Applets, Active X, ATL, XML, Oracle,COM, Crystal Reports, Crystal Info,
IIS, Sql Server, Access, Single Sign On, Provisioning, Adobe Acrobat, Novell, SQL, HTML, ASP,
Jscript, VBScript, UNIX
Product Managed, designed, , gathered end user requirements, wrote user manuals and
trained users, implemented and tested an automated quote system for sales representatives.
Used Visual Basic to for rapid application development for the automated quote system. The
automated quote system was also adapted for a Palm handhelds. Implemented web interface
using Java, Jscript. Also designed and implemented java server applets. Implemented internal
web servers. Wrote vbscript, jscript and Java applications for corporate reports. Implemented,
upgraded the network to Windows NT, installed and administrated NT servers, raid arrays for
the corporate headquarters. Designed, tested and implementation installation programs for
client, installation programs from the web. Design tested and implemented for the enterprise.
1/96-2/97 Software Engineer II, AST Computers Inc., Irvine, CA
C + +, VB, INI scripts, DOS scripts, Inf Scripts
Designed and implemented utilities to automate the manufacturing process under the
Windows 95 and Windows NT. Used Microsoft Foundation Classes, Microsoft Visual C ++ and
Microsoft Visual Basic to write AST proprietary software for the hard disk master manufacturing
process. Responsible for creating application images for Windows for Workgroups, Windows
95 and Windows NT.
Senior Oracle DBA
PROFESSIONAL SUMMARY
• Oracle Certified Database Administrator with 15+ years of solid database administration
and performance tuning experience in development and production OLTP and OLAP
environments
• Experienced in handling multiple projects and independently establishing priorities while
achieving goals.
• Excellent communication skills and work well in team environments.
• Held Top Secret Clearance at The Aerospace Corporation.
• Possesses extensive experience as a professor of Information Technology
TECHNICAL SKILLS
• Databases: Oracle 7, 8i, 9i, 10g, Informix 7, MS Access, MS SQL Server
Platforms: DEC Unix, HP /UX, IBM /AIX, Sun Solaris, Windows 98/NT/2000
Tools: ERwin, OEM, Diagnostic Pack, Statspack, SQL *Plus, SQL Navigator, Toad,
Hyperion Essbase, MetaCube, MicroStrategy, Decision Suite, Tivoli, Rational ClearCace
Languages: PL /SQL, SQL, C, Fortran, Pascal, Unix Shell Scripting
EDUCATION AND TRAINING
• 1989 - Bachelor of Arts, Computer Science Morehouse College, Atlanta, GA
• 1991 - Master of Computer Science Clark- Atlanta University, Atlanta, GA
2000 - Oracle 7 Certified.
• Present - Candidate for Oracle 9i and 10g Certification
PROFESSIONAL EXPERIENCE
1/06 — Present Major Automobile Manufacturer
Senior Oracle DBA
Environment: HP /UX, Windows 2003, Oracle 9i, and 10g.
• Provide support for large -scale datamart and administration of multi - dimensional
OLAP databases
• Designed new tables for additional enhancment using Oracle Designer
• Performed Oracle performance tuninginvolving disk i /o, CPU usage, and SQL tuning
• Support development team including copying databases, developing procedures, and
triggers
2/03 — 12/05 Major Pharmaceutical Company, Corona, CA
Senior DBA
• Environment: IBM AIX / Windows environment with Oracle 8i, 9i, and 10g.
• Provide production and development DBA leadership and administration of OLTP and
DSS FDA and non -FDA related databases
• Perform regular databases monitoring to proactively resolve potential issues.
• Resolve oracle performance issues involving disk i /o, CPU usage, and SQL tuning
• Design and implement production and development databases
• Provide database support for users with various database issues
• Utilize database tools such as Toad, Statspack and OEM to perform database
administration activities.
• Develop Unix shell scripts to automate regular jobs, scheduled these jobs, and
provided daily on -call support
• Participated in IQ, OQ and PQ activities for FDA related systems.
• Interface with Business owners to understand business processes to manage the
April 2007 19
software applications more efficiently and effectively.
• Managed multiple projects and independently established priorities while achieving
goals
• Serve as Technical Team Leader, System Analyst and DBA on project teams
• Develop System Architecture Diagrams, ERDs and Landscape Diagrams for each
system implementation as applicable.
• Author Corporate Operating Standards and Procedures Manuals to ensure consistent
operation and administration
• Perform code review for PLSQL developers
• Develop Database Standards to provide consistency throughout all database
implementations and administrations
• Utilize ArcServe and RMAN backup and recovery utilities to performance database
backups and recoveries
Support developers by duplicating databases using RMAN
• Perform database installations, upgrades and apply patches
• Administrator of an Enterprise Data Warehouse using Hyperion Essbase
• Support and monitor the daily refresh of the Essbase Multidimensional Cubes from
the underlying star schema supported data warehouse
2/02 - 02/03 Vizional Technologies, Inc Santa Monica, CA
Senior Oracle DBA (Short-term Contract)
• Environment: Sun Solaris and Oradle 9i
• Provided DBA leadership for the implementation, tuning and maintenance of the test,
development and production database environments
• Installed Oracle Software, Upgrades and Patches
• Developed database scripts for tuning, monitoring and data manipulation
• Increased database performance by implementation parallelism and partitioning
• Performed as Technical Lead in implementing a supply chain based application and
3rd party software.
01/01 - 02/02 Avega Health Systems, El Segundo, CA
Senior Oracle DBA
• Environment: DEC Unix /NT /Oracle 7.3.4, 8i & 9i environment.
• Provided extensive DBA functions including design, maintenance, performance
tuning, and database recovery of large scale Oracle databases.
• Served as key contributor to Architecture Team including development of data
models utilizing ERwin
• Developed database scripts for tuning, monitoring and data manipulation
• Increased performance to the database by 50% through the implementation of
parallelism, partitioning and materialized views
• Reduced exporting /importing process timeline with the introduction of transport
tablespace option
• Created documentation and procedures for standardized database installations for
internal and external use
• Provided Oracle Software Installation, Upgrades and Patches
• Developed database migration process migrating clients from Oracle 7.3.4 to 8.1.7
• Improved accuracy of database sizing worksheet to enhance process for disk
capacity estimations
• Managed multiple projects and independently established priorities while achieving
goals
06/99 - 01/01 Merisel Corporation El Segundo, CA
Technical Team Leader / Senior Oracle DBA
Environment: HP UX 10.2 /Oracle 7.3.4 & 8i environment.
• Performed DBA administration duties including physical design, capacity planning,
testing and implementation in development and test environments
• Developed extensive PL /SQL and Unix scripts to populate the data warehouse
• Developed database scripts for tuning, monitoring and data manipulation
• Facilitated training sessions with respect to operation and maintenance of the
Corporate Data Warehouse
• Enhanced PL /SQL data load scripts, performed QA testing and implemented
architectural modifications to improve data load times, anomalies and service levels
• Prepared weekly documentation to support database change requests
01/98 06/99 Aames Financial Corporation Los Angeles, CA
Sr, Oracle and Informix DBA
Environment: HP UX 10.2 /NT/ Oracle 7.3.4 and Informix 7
• Revitalized a Mortgage Data Warehouse through expansion, training and improving
system availability
• Resolved data integrity issues by pro - actively developing and leading a data integrity
task force
• Managed Data Warehouse including administration of security policies
• Implemented user requirements by adding measures, dimensions and data marts
• Provided Oracle and Informix Software Installation, Upgrades and Patches
• Developed reliable backup and recovery strategies and procedures of the mission
critical system
• Installed and configured MetaCube to produce standard and ad hoc reports used to
facilitate decision support analysis
03/95 - 01/98 Cambridge Technology Partners El Segundo, CA
Database Analyst
Environment: HP UX 10.2 /Oracle 7.3.4 and Informix 7
• Conducted scope and design sessions and implemented data warehouse solutions in
the following business areas Pharmaceutical, Manufacturing and Customer Based
Mortgage Banking.
• Performed Dimensional, Logical and Physical modeling
• Built Star Schemas as the foundation of the data warehouse design
• Aggregated fact tables for query optimization
• Configured and performance tuned databases with partitioning and various indexing
strategies
• Developed extensive ETL based PL /SQL procedures used to perform daily loads of
the data warehouse
• Developed database scripts for tuning, monitoring and data manipulation
• Developed and conducted training sessions and manuals for end users and key IT
personnel for multiple front -end OLAP tools: MetaCube, MicroStrategy and Decision
Suite
01/92 - 03/95 The Aerospace Corporation El Segundo, CA
Database Engineer
Environment: VMS /Oracle 7.3.4
• Provided database consultation to the United States Air Force and Missile Systems
Center at Top Secret clearance level
• Performed DBA functions including implementation, maintenance, and performance
tuning
April 2007 21
Proposed Technical Specialties (ref. section 2.2.h)
Identify the types of technical specialties for which the Proposer provides temporary
placements or consulting services.
Field:
Can your firm provide
Can your firm provide
Approximately how many
Applications &
temporary technical contract
consulting services in this
individuals for each technical
Development Services
personnel in this specialty and
specialty and skill range?
specialty has your firm placed
skill range?
or engaged over the past 4
Project
years?
Systems Architect and
Yes
Yes
6
Engineer
Yes
Yes
4
Systems Analyst
Yes
Yes
5
Programmer /Analyst (MS
Yes
Yes
Combined with
Windows Visual Basic and SQL
Yes
Yes
(Programmer /Analyst MS Dot
for client /server environment)
Net)
Programmer /Analyst (Oracle
Yes
Yes
10
for client /server environment)
Yes
Yes
6
Programmer /Analyst (ASP,
Yes
Yes
6
JAVA, EJB for Web
environment)
Yes
Yes
2
Programmer /Analyst (MS Dot
Yes
Yes
15
Net)
Database Manager/
Yes
Yes
4
Administrator (MS SQL Server,
Oracle, etc.)
Database
Yes
Yes
g
Administrator /Programmer
(Oracle)
Software Documentation
Yes
Yes
5
Specialist
Document Imaging
Yes
Yes
2
Application Specialist
Field.
Can your firm provide
Can your firm provide
Approximately how many
Business/
temporary technical contract
consulting services in this
individuals for each technical
Application/
personnel in this specialty and
specialty and skill range?
specialty has your firm placed
skill range?
or engaged over the past 4
Project
years?
Consulting Services
Business Analyst (with City of
Yes
Yes
4
Santa Ana and local
government experience)
Project Management
Yes
Yes
2
Consultant (for purchased
package application project)
Project Management
Yes
Yes
6
Consultant (for software
development project)
System Evaluation & Selection
Yes
Yes
2
Consultant
Technology Consultant
Yes
Yes
3
Business Process Consultant
Yes
Yes
1
Disaster Preparedness and
Recovery Planning Consultant
Yes
Yes
1
Technology Assessment
Consultant
Yes
Yes
2
Work Flow Consultant
Yes
Yes
years?
Re- Engineering Consultant
Yes
Yes
1
Field:
Can your firm provide
Can your firm provide
Approximately how many
Telecommunications
temporary technical contract
consulting services in this
individuals for each technical
personnel in this specialty and
specialty and skill range?
specialty has your firm placed
Services
skill range?
or engaged over the past 4
years?
Telephone System Manager
Yes
No
1
Telephone System
Yes
No
5
Administrator (NEC system)
Telephone System Engineer
Yes
No
(NEC system)
Telephone Installer (NEC
Yes
No
3
system)
Voice System Programmer
Yes
No
2
Cabling Installer
Yes
No
Telecommunications System
Yes
No
Consultant
Yes
Yes
2
Field:
Can your firm provide
Can your firm provide
Approximately how many
Computer &
temporary technical contract
consulting services in this
individuals for each technical
personnel in this specialty and
specialty and skill range. '
specialty has your firm placed
Networking Services
skill range?
or engaged over the past 4
years?
Technical Planning Manager
Yes
Yes
1
Computer Operations System
Yes
Yes
5
Engineer
Computer Operator (Unisys V-
Yes
No
series mainframe)
Network Engineer (Cisco
Yes
Yes
3
environment)
Network Security Engineer
Yes
Yes
2
Network Specialist— LAN
Yes
Yes
Administrator
MS Exchange 2003 Engineer
Yes
Yes
2
Anti -Virus & Anti -SPAM
Yes
Yes
Services Administrator
Data Center Engineer (h /w:
Yes
Yes
5
HP servers, OS: Win 2003
server)
Office Technology
Yes
Yes
April 2007 23
Coordinator
Micro Support Technician
Yes
Yes
5
PC Hardware Repair
Technician
Yes
Yes
Unique Qualifications /Experience {ref. section 2.2.i}
SoftMaster has a number of unique qualifications which distinguish us from other firms
including:
We have experienced and highly qualified technical consultants on staff who
thoroughly screen potential candidates for depth of technical knowledge and ability to
apply that knowledge. This allows us to better assess the real world skills of our
candidates and how those skills will apply in the workplace.
We provide 24x7 on -call backup support for any position that we staff. Because we have
a number of senior technical resources on staff, we can call upon them for help in
emergency, time - sensitive situations or when knowledge of a specific technology is
required to resolve issues. Examples of these situations include complex database
recovery scenarios, network outages, and mission critical application issues.
• We are experts in the technologies for which we provide resources and are thoroughly
familiar with the market place and availability of resources. This allows us to quickly
target sources for candidates and to advise the City on market conditions.
• We regularly conduct client satisfaction surveys as well as interviews with clients to
gather feedback on our consultants' performance. This formal feedback process lets us
identify corrective actions, if needed, and to focus on ways to continually improve the
quality of our services and processes.
Methodology (ref. section 2.2J)
SoftMaster employs a rigorous, six step process to ensure that the consultant resources that we
provide possess the highest level of technical skills and work ethic. Each potential consultant
goes through a thorough screening process that includes senior members of our technical staff
that are experienced in the technology for which the candidate is being considered. SoftMaster
also provides ongoing support and backup for additional specific skills that may be needed
throughout the project.
Managed Staffing Methodology
Candidate Identification
!rsonal
4erraIs
sternal
atabase
kdverts
& Job
Boards
SoftMaster uses a number of methods to identify potential candidates for our consulting
positions. The first is personal referrals. With our extensive industry experience we have a large
April 2007
25
network of consultants whom we have personally worked with, and who provide us with an
excellent source of referrals for potential consultants.
Also, since SoftMaster has been in business for almost 11 years, we have a significant, internal
database of consultants who have worked for us or have been identified as good candidates for
future needs. We use this resource to the fullest extent when looking to fill a new requirement.
We also maintain subscriptions to searchable, public database such as DICE and Monster.com
that provide us access to millions of candidates in the public market. These are updated daily
and allow us to quickly identify candidates with specific or rare skillsets. And finally, we also use
advertising in both national and local job boards to broaden the reach of our initial candidate
search.
Candidate Screening
Once a potential candidate has been identified, we perform an initial candidate screening based
on their skillset, work experience, and availability. An initial technical interview is performed as
well as an assessment of the candidates fit for the particular client. We use both a standardized
set of interview questions for each technical skillset, as well as hands -on testing when
appropriate.
We pay particular attention to the depth of real -world work experience with specific
technologies and industries for which we are recruiting. In addition, we carefully evaluate the
interpersonal skills, which we consider every bit as important as technical skills.
Candidate Verification
Each screened candidate goes through an additional, more rigorous round of interviews to
determine the depth and ug ality of their knowledge of required technologies. Unlike many
"body shop" firms, SoftMaster is able to use our own senior staff consultants to conduct these
interviews. These staff members are able to use their own hands -on experience to assess the
level of the candidate's skills in relation to real world requirements.
In addition, we check references and work history for clients at this stage of the process to
ensure that resumes are accurate and up to date.
Interview Management
Verified candidates are submitted to our clients for consideration for their job requirements.
We work hand -in -hand with our clients and candidates to coordinate interviews, communicate
feedback, and schedule follow -ups. For each candidate, we gather feedback on how their skills
met the client's needs and use this feedback to refine our screening processes and continually
improve the accuracy and efficiency of our overall recruiting process.
Hiring Process Coordination
When a candidate is selected by our clients, we manage the process of on- boarding the
consultant. This may include performing background and drug testing and other pre-
employment verifications. In addition, we work with the client to arrange security access and
communicate client work rules and policies. By taking care of many of these tasks before the
consultant begins work, we allow the consultant to be productive from the very first day.
Performance Monitoring and Evaluation
After a consultant begins work for our client, we regularly monitor their performance, evaluate
their performance in relation to the client's needs, and provide feedback and support to both
the consultant and client. If any human resource - related issues arise, SoftMaster steps in to
mitigate and correct these issues.
Candidate Quality (ref. section 2.2.k)
SoftMaster's mission is to provide the highest quality information technology consultants at
reasonable rates. While we do provide consultants at all experience levels in order to meet our
clients' needs, we focus on providing Senior Level resources at reasonable billing rates.
Many of our consultants were formerly employed by vendors or major consulting companies
such as Oracle, Delloitte and Touche, and Unisys Professional Services. On average, our
consultants posess more than 13.5 years of industry experience.
As mentioned, we do provide resources at all skill levels in order to meet the needs of our
clients' specific job requirements. However, in each category, we strive to identify and retain
only the most skilled resources with the particular skillset and rate ranges that meets a job
requirement. We may not send our clients as many candidates as other firms, but those clients
regularly tell us that the candidates that we do provide them are always much more qualified
than they are accustomed to seeing.
Many of our consultants possess industry certifications that further document their level of
skills. These include Oracle certified DBA's, PMP certified project managers, lava certified
developers, and a wide range of Microsoft Certified Professionals. In the last category, virtually
all of our Infrastructure consultants possess some form of Microsoft Certification such as MCSE,
MCSA, MCDBA, MCDST, or MCP.
Training Programs (ref. section 2.2.1)
SoftMaster provides numerous training opportunities to keep our consultants up to date on the
latest technologies. As mentioned, previously, SoftMaster maintains partnerships with key
software vendors in order to have access to the latest software as well as training
opportunities. We have partnerships with several companies of interest to the City including:
• Microsoft (Certified Level Partner)
• Oracle
• Business Objects (Crystal Reports)
We have several categories of training opportunities available to our consultants:
April 2007
27
Vendor Training
We provide the opportunity for our consultants to attend vendor training throughout the year
including special events from Microsoft and Business Objects. In addition, we provide access to
a number of online training courses including the full Microsoft Certified Systems Engineer
(2003) training suite.
Lab Environment
SoftMaster maintains a full lab environment in our Irvine office for training, experimenting, and
self learning. This includes Windows, Linux, and Unix environments, Oracle, SQL /Server, and
MySgl database environments, as well as Visual Studio (C #, VB.Net, Asp.Net) and Java
development environments. These lab environments are available both onsite and through
remote access /VPN for learning 24 hours a day.
Mentoring
SoftMaster also promotes sharing of information between our consultants. We provide a forum
where consultants with expertise can assist or mentor other consultants. In addition, we have
developed a number of in -house training courses, and conduct these courses throughout the
year. We have developed a unique "Anyone, Anywhere, Anytime" training system that allows
us to connect our consultants around the globe to share information, insights, and experience
with each other. We have successfully used this to simultaneously present interactive, internal
training programs to our employees in disparate geographic locations.
Retention Programs (ref. section 2.2.m)
SoftMaster has been very successful in attracting and retaining high quality employees. Many of
our consultants have been on long -term contracts with us for 5 or more years. Success in
retaining employees depends on more than salaries and benefits —It depends on making a
great work experience.
SoftMaster does offer competitive salaries as well as an excellent benefit package which
includes:
• Medical and life insurance (partially company paid)
• Company- matched retirement plans
• Flexible leave policy
• Numerous training and growth opportunities
But most importantly, we provide an environment where technical professionals are
appreciated and can grow and learn new things. We provide opportunities for our consultants
to learn new skills and apply them on the job, which has proven to be one of the most
important factors in job satisfaction for technicians. Our management understands this and
provides recognition for this growth and a job well done. In addition, we work with our
employees to understand and accommodate personal issues, and we are flexible and creative
in solving these issues in a way that maintains customer satisfaction.
References (ref. section 2.2.n)
0 .. ., fl..
Name of Client
Toyota Motor Sales
Location where work was performed
Torrance, Ca
Knowledgeable contact (name)
John Gonzales
Contact's title
Manager, Data Architecture
Contact' email address
john_gonzales @toyota.com
Contact's phone number
(310) 468 -6428
Approximate period during which the services
were provided
1999 - Present
Summary of temporary personnel and /or
consulting services provided with this
reference.
SQL Developers (3 -4 for 7 yrs)
Data Architects (4 resources, 4 years)
Oracle DBA (4 resources 3 years)
Business Analysts (2 resources, 8 months)
Web developers (2 resources, 12 months)
D e s T.•
Name of Client
Beckman Coulter
Location where work was performed
Brea, Ca
Knowledgeable contact (name)
Mike Mabra
Contact's title
V.P. Applications
Contact' email address
mamabra @beckman.com
Contact's phone number
(714) 992 -3728
Approximate period during which the services
were provided
2003 - Present
Summary of temporary personnel and /or
consulting services provided with this
reference.
Oracle Developers (5 -6, various assignments)
Business Analysts (4, 2+ years)
Desktop Support Tech (6, 2+ years)
Network /Server Engineers (2, s+ years)
Business Intelligence Specialists (6, 15 months)
Reference Three-
Name of Client
Orange County Fire Authority
Location where work was performed
Irvine, Ca
Knowledgeable contact (name)
Jim Ruane
Contact's title
Chief Financial Officer
Contact' email address
iimruaneC«�ocfa.or
Contact's phone number
714 -573 -6304
Approximate period during which the services
were provided
2003 - Present
Summary of temporary personnel and /or
consulting services provided with this
reference.
Oracle Database Administration
Systems Administration
Payroll Application Support
April 2007
29
EXHIBIT B
VENDOR'S COST PROPOSAL
A- 2007 -145
Proposal Cost Response Form
Cost Proposal
Part of
Proposal to Provide
Temporary Technical Contract Service Personnel
& Consulting Services
for the Citv of Santa Ana
Name of proposing firm: SoftMaster, Inc.
23 Peters Canyon
Irvine, Ca 92606
Date Submitted: April 13, 2007
B.1 Proposed Percentage Markup
Identify the proposed percentage "markup" over the base hourly salary paid to the Proposer 's
employee while on assignment with the City {ref. section 2.1a }.
Base hourly salary times ( 1 + 30% ) = hourly billing amount
percentage markup
(fill -in above)
B.2 Proposed Billing Rates for Benchmark Job Assignments
For each of the benchmark job assignments under the technical fields of interest to the City as
listed in Table 2.3.1 , provide the Proposer's average hourly billing rate [base hourly salary +
percentage markup] and any other related charges {ref. Section 2.3.b }.
See Appendix C for the Qualifications for Benchmark Technical Specialties.
Prepared by: SoftMaster, Inc.
April 13, 2007
EXHIBIT B i
Fill -in the following tables:
Field:
average hourly billing rate
other related charges
Applications & Development
( avg base hourly salary + % markup]
(include explanation)
Services
$39
None
Programmer - Visual Basic
$84
None
Web Developer
$84
None
Lead Database Administrator, SQL
$100
None
Database Administrator/ Programmer,
$105
None
Oracle
N/A
None
Field:
average hourly billing rate
other related charges
Business/Application /Project
( avg base hourly salary + % markup]
(include explanation)
Consulting Services
$39
None
Project Management Consultant (for
$102
None
purchased package application
$32
None
project)
$54
None
Project Management Consultant (for
$115
None
software development project)
N/A
None
Field:
average hourly billing rate
other related charges
Telecommunications Services
( avg base hourly salary + % markup]
(include explanation)
Telephone Systems for NEC
$39
None
NEAX2400 PBX
$56
None
Cabling Installer
$32
None
Field:
average hourly billing rate
other related charges
Computer & Networking
( avg base hourly salary + % markup]
(include explanation)
Services
Network Engineer
$56
None
(TCP /IP, IPX, Ethernet)
Local Area Network (LAN) Specialist —
$54
None
Microsoft Windows NT /2000 Domains
Computer System Engineer, Unisys
N/A
None
V- series Mainframe
Micro Support Technician
$39
None
Prepared by: SoftMaster, Inc.
April 13, 2007
B.3 Proposed Fixed Job Title /Consulting Services Rates
In lieu of proposing a billing rate based on a percentage markup, fixed hourly billing rate may be
proposed. Note that a fixed billing rate may not be changed during the term of the Agreement
without the prior written approval of the Information Services Manager.
Provide a description to the Job Title and /or Consulting Services to allow the City to understand
and compare what is being proposed.
{ref. Section 2.3.c}
Fill -in the following table:
Job Title or Consulting Service
[Provide a description as necessary]
fixed hourly billing rate
other related charges
(include explanation)
Not Applicable
None
B.4 Proposed Payrolling Percentage Markup
Given the situation that a candidate temporary employee is identified and recruited by the City
and is not a resource of the Vendor (circumstances typically know in the industry as `payrolling')
{ref. Section 2.3.d }, provide:
Payrolling percentage markup other related charges
(include explanation
23% None
Prepared by: SoftMaster, Inc.
April 13, 2007
EXHIBIT C
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
# relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers,
employees, agents, volunteers and representatives are named as additional insureds ( "additional insureds ")
with regard to liability and defense of suits arising from the operations and uses performed by or on behalf
of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on behalf of
the named insured, such insurance as is afforded by this policy is primary and is not additional to or
contributing with any other insurance carried by or for the benefit of the additional insureds.
3. This insurance applies separately to each insured against whom claim is made or suit is
brought except with respect to the company's limits of liability. The inclusion of any person or
organization as an insured shall not affect any right which such person or organization would have as a
claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or materially
reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa
Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this endorsement effective.)
Effective
Policy #
Issued to
this endorsement form as a part of
Named Insured
Countersigned by
Authorized Representative
&ORD. CERTIFICATE OF LIABILITY INSURANCE
DATE
04 -24 -2007 i
PROOLICER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
STUCKEY & COMPANY /PHS
X39645 P:(866)467-8730 F:(877)538-8!-26
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
1 BOX
CHARLOTTE TE N NC C 28229 Q- D200%-I S
INSURERS AFFORDING COVERAGE
INSURED
INSURER A: Hartford CasualE—y Ins Cc
INSURER B:
CB ASSOCIATES LLC & SOFTMASTER, INC
INSURER C:
20640 E. OAK CREST DR.
INSURER D:
DIAMOND BAR CA 91765
INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD tN01CA ED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTii
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DATE MWDDNY
POLICY EXPIRATION
DATE MMIDDNY
LIMITS
GENERAL LIABILITY
LEACH OCCURRENCE s2 OLIO 000
,
A
COMMERCIAL GENERALUABILITY
CLAIMS MADE U OCCUR
X Business Liab
84 SBA BX4625
07/01/07
07/01/08
FIREDAMAGE(A^ .a.1!,.) s300, OOO
I MED EXP IA" w, pe, onI $10, 000
PERSONAL &ADV INJURY 12, 000, 000
GENERAL AGGREGATE s4,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY 'JECT X LOC
PRODUCTS - COMP /OP AGG
s4,000,000
A
AUTOMOBILE
LIABILITY
ANY AUTO
84 SBA BX4625
07/01/07
07/01/08
COMBINED SINGLE LIMIT
IEsa=m = ^o
$2 000, 0 0 0
ALL OWNED AUTOS
SCHEDULED AUTOS
BODILY INJURY
(P., mrao )
$
HIRED AUTOS
NON -OWNED AUTOS
X
BODILY INJURY
(P.r..Id.ml
$
X
PROPERTY DAMAGE
(Par ..Ide^U
$
i
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT
S
ANY AUTO
OTHER THAN EA ACC
AU70 ONLY: AGG
$
S
A
EXCESS LIABILITY
rXF-I OCCUR CLAIMS MADE
84 SBA BX4625 07/01/07
07/101/08
EACH OCCURRENCE
$3
AGGREGATE
�s3,000,000
9
I
DEDUCTIBLE
X RETENTION $10, 000
_
n
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$
$
WORKERS C MPLOYERS' LIABILSTAYTION AND
ko- `LJ'� J
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DESCRIPTION OF OPERATIONS /LOCATIONSIVMMLES /EXCLUSIONS ADDED BY ENDORSEMENT /SPECIAL PROVISIONS
Those usual to the Insured's Operations. Coverage is primary &
non - contributory per the Business Liability Coverage Form SS0008, attached to
this policy. The City of Santa Ana, its officers, employees, agents and
volunteers are Additional Insureds per the Business Liability Coverage Form
SS0008.
CERTIFICATE HOLDER ADDITIONAL INSURED; MISUBER LETTER: A NCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
Z
"'e City of Santa Ana, Its Officers,
EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL
30 DAYS WRITTEN NOTICE 00 DAYS FOR NON - PAYMENT) TO THE CERTIFICATE
_,nployees , Agents and Volunteers
20 Civic Center Plaza
HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO
OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER. ITS AGENTS OR
REPRESENTATIVES.
Santa Ana, CA 92701
qu�ORID RyRESEN ATI
AL:unD zs -S I7I971 0 ACORD CORPORATION 1988
o'UFTNASTER,INC. FAX NO. :9095994599 Dec. 13 2006 03:49PM P2
D'c- 3 -2006 14:49 THE MASTER INSURANCE 13643 P,01i01
t'=, CtRTIFICATE pr LIABILf y INORANCE I
7'1JT31e!OtM
T'ROU RIME MASTER INSURANCE AGENCY, INC. THII CG ATE IS ISSUED AS A MATTLIR 4F INPOIiBULT10
' 'j8063 E VAMEY 04VD 0�LI,y AND :CONFERS NO RIGHTS UPON THE CERNILICAT
HOLDER. THIS CERTIFICATE DOES NOT AMEND, SXT ND O
ALTER THE COVERAGE AFFORDED BY THE POLICIES BRt.OY,,
TTY OF INDUSTRY CA 8'I7A4 INSURER$ AFFORDING COVERA41e `
r .' 620) OWD141 ;
INWAdp
NSIIRekW ANAL LIABI4_ A d FIB INSUfJ N (CfJ
SOF*MA ER INC.' MWRERN . _
2084 ERF OAK CREST OIL NSUR
PIA ONP BAR, CA 91786. N8UR9 C ,
OF INSURANCE LIBYED BELOW HAVE, BEEN 188UE0 TO THE INSURED NAMED ABOVE FOR THE POLICY
PERIOD INDICATOD, no"nwHGTANDINO
AfAeLIp1l8
ANY HEC OiEMEAT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT Wn 141118PROY TO WHICN TNIB CERTIFICATE MAY RE NS WAO OR
MAY PERT BN. THE INOUR�AMae AFFORDED BY THE.P0610118 OR
ORBRD HRRRIN 18 BUBJEOT TO ALL THE TERMS,
POLICIES. GOREGATE L1 m SHOWN MAY HAVE OFFN REDUCED BY PAID CIABAa.
RXOLU81ON8 AND CONDRION9 f9P SUCH
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SUBJEiCT .TO POLICY TERMS, CONDITIONS AND EXCLUSIONS, i suod I OR THE LOCATION AT:
23 P 11118 CANYON
IRVI14'1ia C, 92606
030 D ;NOTICE SACIULD THE POLICY'' CANCiI,L FOR NONPAYMENT
CRRTI IDATIHOI,PRR AD OITIONALIINVA96j1 SUNEALtl1110t CANCELLATION!
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ITS olFFidERS, AGENTSA4N6EAvL.byjW To FORM. NOME TO THE 0E1I7IRIOATS HOLDER NAMED TOTHE LEPT, BLIYPAILUASTC DI!,10 It MLL
2Q CI1NI'C ORNTER PLAZA IMFb%F NO ORLKA719N O0. NARILI'rY OF ANV RIMO UPDN 7NR INnUfiCD, rtB ,tl]Nva rx
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ACORD 26-S 171871 As:sIst21t !City Attorney 0 ACORD CORPOW.'.ION 7988
IM: EMW VI:uecn lvf aroe•faYY ny Wa,Nelm LP: LPW'404h HRH AAB- Imoby; UdWNN : PPVI,@,f
TOTAL i'.OT
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2015 IMR 25 A4 9: �, ,
CITY ®I,�
CLERK OF CITY OF SANTA ANA
OFFICE OF THE CITY ATTORNEY
Certificate of Liability Insurance
Checklist for Contractor Policies
Name of Contractor: SOFTMA 5TCR. , S'roC
Date Certificate of Liability Insurance Submitted: V25"Lz 0 15
Permit No. Issued:
Steps: (a) Obtain Copy of (Current) Contract; (b) Identify Insurance Paragraph in Contract;
(c) Review Insurance Requirements Stated in the Contract and Compare with the Certificate of
Insurance Submitted for Approval; and (d) Check -off Each Item Below During Your Review of
the Submitted Certificate of Insurance:
[y}"1. Name and Address of a Producer [�J' 7. Policy Number and Check to Verify
Insurance is Effective During Project Date
[v]�2. Name and /or Telephone Number for or Contract Term
Producer Contact
[v]' 3. Name and Address of Contractor
[L�- 4. Name of the Insurance Company(ies)
[ q-5, Boxes Checked Identifying the Type of
Coverage
[� 6. Additional Insured Box May be Checked
`f and Separate Additional Insured
Endorsement Form Must Be Attached (make
sure the endorsement lists the in® ance -Is
policy #) and Verify Primary Language on
Acceptable Additional Insured Endorsement
[a'' 8. Correct Coverage Dollar Amounts Listed
[vK. Project Description by Number or Location
(if applicable)
[v]°10. Name of City and Address
[x]--11. Insurer's Signature Required
(not the contractor's signature)
[L]--12. To Ap rp ove, Write "Reviewed by [sign
your name]" on Every Page of the
Certificate of Insurance and all
Endorsements and Write the Number of
Pages (ex. 1/4 or 4/4) 212 J 1201 S
Contact the City Attorney's Office if you have any questions — Lisa Storck x 5207
#A -200 a -iy.�
-zo/y-
ACORD„N CERTIFICATE OF LIABILITY INSURANCE
DATE(M 1201YYI
0 211 712 0 1 5
PRODUCER ' gc M p �,pP��TTOne: (828 864.9541
The Master IneUran a Ptg��i y,rlrL�. I) t '�
18053 Valley Blvd.,
City of Industry, C a1 .r
License #: OB03663ERK ;F 'a r- ''`•IJ,'�
^. r � s ,
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
HOLDER, THIS CERTIFICATE AT RIGHTS E DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE
NAIC #
INSURED ' ' `'
Softmaster, Inc.
1142 S Diamond Bar Blvd #386
Diamond Bar, CA 91765
INSURERA: The Sentinel Insurance Company
A
NSURERB: Employers Assurance Company
GENERALUAoUTY
X COMMERCIAL GENERAL LIABILITY
INSURERC: Hartford Fire Insurance Company
02/20/2016
NSURER O',
EACH OCCURRENCE
INSURER E:
ORR GE RENTED
EMISES Es ocmm
COVERJh A
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
ADO'
POLICY NUMBER
POLICY EFFECTIVE
POLICY EXPIRATION
LIMITS
A
Y
GENERALUAoUTY
X COMMERCIAL GENERAL LIABILITY
72SBAAK5642
02/20/2016
02/20/2016
EACH OCCURRENCE
S 1000000
ORR GE RENTED
EMISES Es ocmm
$ 1,000,000
MED EXP(Any one son )
$ 10,000
CLAIMS MADE 1XI OCCUR
PERSONAL B AOV INJURY
$ 1.000.000
GENERAL AGGREGATE
$ 2,000,000
GEN'L AGGREGATE
LIMIT APPLIES PER
PRODUCTS - COMPIOP AGO
$ 2,000,000
X1 POLICY
F PRO LOG
A
N
AUTOMOBILELIABUTY
ANY AUTO
72SBAAK5642
02/20/2015
02/20/2016
COMBINED SINGLE LIMIT
(Ea ecddenp
$ 1,000,000
BODILY INJURY
(Per parson)
$
ALL OWNED AUTOS
SCHEDULEDAUTOS
BODILY INJURY
(Peramidard)
$
X
X
HI RED AUTOS
NON -OWNED AUTOS
PROPERTY DAMAGE
(PeramweN)
$
GARAGELIABILITY
AUTO ONLY - EA ACCIDENT
$
OTHERTHAN EA ACC
AUTO ONLY: AGO
$
ANY AUTO
$
A
N
EXCESSNMBRELLALIABILITY
_X1 OCCUR II CLAIMS MADE
72SBAAK5642
02/20/2015
02/2012016
EAOH OCCURRENCE
$ 5,000,000
AGGREGATE
$ 6,000,000
$
$
DEDUCTIBLE
$
X RETENTION $ 10000
B
WORKERS COMPENSATION AND
EIG126523004
10127/2014
10/27/2015
X VJCSTATU 0TH-
E EACH ACCIDENT
$ 1,000000
EMPLOYERS' LIABILITY
ANY PROPRIETORIPARTNERIEXECUTIVE lI
OFFICERIMEMBER EXCLUDED?
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
Ryes, tlascbbe under
SPECIAL PROVISIONS below
E.L. DISEASE - POLICY LIMIT
$ 1 000,000
OTHER
C
Crimeshleld Bond
72 TP 0271195
08129/2014
08/29/2015
Ded: 10,000
1,000,000
A
Errors & Omissions
72SBAAK5642
02/20/2015
02/20/2016
Per Aggregate
1,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
Computer Consultant and Staffing Services. Subject to Policy Terms, Conditions and Exclusions
* 30 Days Notice should the policy cancel for non - payment
Insured for Location at :
20640 E Oak Crest Drive, Diamond Bar, CA 91764
City of Santa Ana
Its Officers, Agents and Employees
20 Civic Center Plaza
P.O. Box 1988 -M12
Santa Ana, CA 92702
SHOULD ANY OF THE ABOVE DESCRIBED POOCHES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SD SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
Printed by JCH on February 17, 2015 at 03:27PM
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POLICY NUMBER: 72 SEA AK5642 '- :�6� y ®b✓ -��
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - PERSON - ORGANIZATION
THE CITY OF SANTA ANA
ITS OFFICERS, EMPLOYEES
20 CIVIC CENTER PLAZA
PO SOX 1988 -M12
SANTA ANA, CA 92702
AGENTS AND VOLUNTEERS
Form I H 12 00 11 85 T S EQ. NO. 001
Process Date: 12/18/14
Printed in U.S.A. Page 001
Expiration Date: 02/20/16
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