HomeMy WebLinkAboutCONCORDE CONSULTING, INC. 1 - 2007
A-2007-144
INSURANCE ON ALE
WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
3-/-03; WC:/-I-OrJ
CLERK OF COUNCIL
DATE: 7-20-07
o. F'MsJ1.l'rI'o. set~.
. (2)<~. K.\\Y~ AGREEMENT BETWEEN THE CITY OF SANTA ANA
AND
CONCORDE CONSULTING, INC.
FOR PROVISION OF TEMPORARY TECHNICAL PERSONNEL SERVICES
AND CONSULTING SERVICES
THIS AGREEMENT, is made and entered into this ISth 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 Concorde Consulting, 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:
I . 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- I and incorporated by this reference. Vendor shall specifically provide those types of
personnel set forth in Vendor's Proposal dated April I 1,2007, attached hereto as Exhibit A-2 and
incorporated by this reference.
The parties agree that Section 6.25 of Exhibit A-I, 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. Deliverv of Work Product
Any 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 (al other such material may not be copyrighted without prior review ITom 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.
3. 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 $3,900,000, annually. Said total
compensation shall be divided between any and all of the Vendors selected by the City, as determined at
the City's discretion.
The City will pay those rates identified in Vendor's Cost Proposal (Exhibit B).
Payment by City shall be made within thirty (30) days following receipt of proper invoice
evidencing work performed and/or products purchased, subject to City accounting procedures. Payment
need not be made for work that fails to meet the standards of performance set forth in the Recitals which
may reasonably be expected by City.
5. Insurance
Prior to undertaking performance of work under this Agreement, Vendor shall maintain and shall
require its subcontractors, ifany, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Vendor shall maintain commercial general liability
insurance naming the City, its officers, agents, volunteers, and employees as additional insured(s) and
shall include, but not be limited to protection against claims arising from bodily and personal injury,
including death resulting thereITom and damage to property, resulting from any act or occurrence arising
out of Vendor's operations in the performance of this Agreement, including, without limitation, acts
involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage
applying to bodily and personal injury, including death resulting therefrom, and property damage, in the
total amount of$I,OOO,OOO 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 ofthe
Labor Code, Vendor, if Vendor has any employees, is required to be insured against liability for worker's
March 2007
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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.
f. If Vendor fails or refuses to produce or maintain the insurance required by this section or fails
or refuses to fumish 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, ajoint 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, employer's social security taxes, unemployment insurance and similar taxes relating to
employees and shall be responsible for all applicable withholding taxes.
7. 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 I 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 all costs for the
defense of the City, including fees and costs for special counsel to be selected by the City, regarding any
action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights
arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding.
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8. Confidentialitv
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.
9. 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 ofthe 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:
CONCORDE CONSULTING, INC.
2221 Rosecrans Ave, Suite #121
March 2007
4
EI Segundo, CA 90245
telefacsimile (310) 643-8937
Attn: John Sparks
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 priorto 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. Payrnent need not be made for work which fails to meet the standard of performance specified
in the Recitals of this Agreement.
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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, prornotion, 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 a1l 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 sha1l be determined and governed
by the laws of the State of California. Both parties further agree that Orange County, Califomia, shall be
the venue for any action or proceeding that may be brought or arise out of, in connection with or by
reason ofthis 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 ofthe terms of this Agreement, and shall indemnify City
fully, including reasonable costs and attomey'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 iffully set forth in the
body of this Agreement.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
CITY OF SANTA ANA
~~~..
P A TRlClA E. HEf.L Y
Clerk of the Cound1
~~
~DAVIDN.REA ~
City Manager
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
City Attorney
BY:~0J1cQL~
Lau Sheedy
Assistant City Attorney .
CORDE CONSULTING, INC.
RECOMMENDED FOR APPROVAL:
tz.tJ~
',-\\\.{'\~~,~..) ~ :\', ..
FRANCISCO GUTIERREZ
Executive Director
Finance & Management Services Agency
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Viss PrBsiasRt Sales "pee-A.r'1)eNT
Tax 10# 'IS - :0 S'Tl>S I \
March 2007
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EXHIBIT A-I
Request for Proposal
Temporary
Technical Contract
Service Personnel
and
Consulting Services
for the
City of Santa Ana
California
issued: March 23, 2007
deadline: 4 p.m. Apri/13, 2007
March 2007
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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
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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 Agreernents 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 oersonnel andlor consultino services.
"Citv" The Citv of Santa Ana, California
"Contract Service An employeels of the Vendor who is assigned temporarily to the City to
Personnel" oerform desionated services for a Deriod 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 ternporary technical
contract service Dersonnel and/or consultino services.
"Department" The several deoartments and agencies therein
"Director" The executive directors of the several City departments and agencies or
anv of their orooerlv 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
oercentaoe markuo.
"Proposer" The person, firm or corporation who is responding to this Request For
Prooosal (RFP\
"Vendor" The person, firm or corporation with whorn 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
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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
agreementls 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
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. 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/EINTIA 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.
i. 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)
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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
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Table 1.7.1 Potential Technical Specialties Sought (Note: Ust is not comprehensive)
Applications & Business/Applicationl 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 c1ienUserver 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 Managerl 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
Adm in istrator/Programmer Consultant Services Administrator
(Oracle)
Software Documentation Work Flow Consultant Data Center Engineer (h/w:
Specialist HP servers, OS. ~n 2003
server)
Document Imaging Re-Engineering Consultant Office Technology
Application Specialist Coordinator
Micro Support Technician
PC Hardware Repair
Technician
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2. CONTENTS OF PROPOSAL
Proposals submitted in response to this RFP will consist of the following parts:
# Proposal Pans
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.
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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.
h. 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.
j. 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.
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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.
n. 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 consuiting
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
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Table 2.3.1 Benchmark Technical Specialties
Applications & Business/Applicationf 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 packa~)e NEAX2400 PBX
aoolication oroiect
Web Developer Project Management Cabling Installer Local Area Network (LAN)
Consultant (for software Specialist - Microsoft
development project) Windows NT/2000
Domains
Lead Database Computer System
Administrator, SOL Engineer, Unisys V-series
Mainframe
Database Administrator/ Micro Support Technician
Proorammer, Oracle
Note: The City reserves the right to select Vendors independently so that the range and depth of potentiai
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 tenm 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 potentiai 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
bi II i ng 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
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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 'payrolling' 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.
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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/skilllevel needed, etc.
c. The Vendorls 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/so The City's point-of-
contact will get in touch with the Vendor to work out the arrangements.
h. The City will seiect 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 & 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 01 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
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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.
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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 Vendorls 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 Caiifornia 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 SAPD 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 compiete
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.
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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 1" through 15'h and 16'h through 31" 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 assignmenVs 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
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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 hourty 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
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6.14 Payrol/ing
Pay rolling 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 10
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 Propose~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 technicai 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 ccnsulting 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 altemative 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
Benchmark Technical S ecialties
Applications & Development Services Category
Programmer Analyst
Visual Basic.Net I C#/ASP/ASP.Net
Duties . Work as a member of a software project team on
clientlserver and Web applications using MS
technologies (VB, ASP, Visual Basic.Net, C#,
ASP. Net) and MS SOL Server/Oracle DBMS.
. Perform design, development, and production
support for suite of VB/SOL, 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.
Education/Certification BS in Computer Science, Information Systems, or
equivalent experience as approved by the City.
Work Experience/Skills/Knowledge/Abilities . Minimum 4 years Application/Database Development
using Visual Basic, Visual Basic.Net, ASP, ASP.Net
. Minimum 4 years Microsoft SOL Development
. Minimum 2 years hands-on MS clientlserver and web
applications.
. 2 plus years Microsoft SOL 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.
Other . 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 S ecialties
Applications & Development Services Category
Web Developer
Duties 0 Reports to the Web team lead.
o Develop and implement a wide variety of Web sites to
meet Web needs for the City.
o Consults with Web Steering Committee, Webmaster, and
Web team lead to evaluate and define project
requirements and to assure quality control.
Education/Certification 0 Formal course work in Web development, MS SOL
Server and Web design preferred.
Work Experience/SkillslKnowledge/Abilities 0 Minimum 3 years working experience as a Web
developer in a medium to larger Web production
environment.
o Demonstrated ability in developing for the Web,
specifically HTML, DHTML, CSS, XML, XSL T and
JavaScript.
o Development experience with Macromedia
Dreamweaver, Fireworks, and Adobe Photoshop.
o Must be comfortable working with HTML source code
including but not limited to tables, layers and frames.
o 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.
o 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.
o Knowledge of various Dreamweaver shortcuts such as
history palette and command recording to automate
repetitive tasks.
o Familiarity with general Web development issues such as
browser/platform differences and incompatibilities.
o 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.
o Experience with Macromedia MX and Web forms.
o Experience with Contribute & Contribute publishing
services
Other 0 Minimum 15 Net WPM.
o Must have a valid Class C Driver's license.
o Manual dexterity to manipulate electronic devices,
computers and keyboards.
o Ability to read printed documentation/computer screens.
o May have to undergo background investigation by Santa
Ana Police Department
Benchmark Technical S ecialties
Applications & Development Services Category
lead Database Administrator, SQl
Duties . 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.
Education/Certification . Prefer MCDBA SOL 7 12000/2005.
. Formal course work in MS SOL Server and data base
administration a plus.
Work Experience/SklllslKnowledgelAbilities . 5+ years experience as a SOL Server Database
administrator, designing, tuning, archiving and
optimizing relational databases in a production SOL
7.0, 2000 and 2005 environment.
. 4 years as a lead SOL 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.
Other . 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 S ecialties
Applications & Development Services Category
Database Administrator - Oracle
Duties . Create, configure, manage and monitor Oracle 8i.xf9i.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.
Education/Certification . Formai course work in Oracle preferred.
. Preferably a BS in computer science or related
engineering fieid.
Work Experience/Skills/Knowledge/Abilities . Minimum 6 years hands-on RDMS work including 3
years with Oracle database and tools.
. Experience with Oracle Database v8i.xJ9i.x a must.
. Knowiedge of Oracle SOL Developer (or like tool, i.e.
TOAD, SOL Navigator), Oracle SOL'DBA and Oracle
SOL '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.
Other . 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 S ecialties
Business/Application/Project Consulting Services Category
Project Manager
(for purchased package application
project)
Duties
. 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.
Education/Certification College degree preferred.
Work Experience/Skills/Knowledge/Abilities . 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 system s 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 skilis in word processing,
spreadsheet, and project management software.
Other . 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 Technical S ecialties
Business/Application/Project Consulting Services Category
Project Manager
(for software development project)
Duties . 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
moduies.
. Oversees acceptance testing and operational cut over.
. Some post implementation transition assistance.
Education/Certification College degree preferred.
Work Experience/Skills/Knowledge/Abilities . 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 deveiopment life
cycle needed.
. Ability to communicate both oraiiy and in writing.
. Exceiient interpersonai and team skills a must.
. Needs an "I'll do whatever it takes" attitude.
. 4 GL programming and relational data base design very
helpful.
. ClienVserver development experience a big plus.
. Should have PC skills in word processing, spreadsheet,
and project management software.
Other . 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 Technical S ecialties
Telecommunications Services Category
Telephone System Engineer
for NEC NEAX2400 PBX
Duties . 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.
Education/Certification . 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 6.00 voicemail system
preferred.
Work Experience/Skills/Knowledge/Abilities . 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.
Other . 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 S ecialties
Telecommunications Services Category
Cabling Installer
Duties . 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 EIAlTIA,
BICSI, SYSTIMAX, and NEC standards and
requirements.
. May require some work during off-hours.
Education/Certification SYSTIMAX structured cabling system installer
Certification required.
Work Experience/SkillslKnowledge/Abilities . Minimum of 2 years of hands-on work experience.
. Knowledge of EIAlTIA, BICSI, SYSTIMAX, and NEC
standards a must.
. Prior PBX and LAN system cabling experience
desirable.
. Must know and understand SYSTIMAX Category 5e
and 6 cabie 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.
Other . 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 iift 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 S ecialties
Computer & Networking Services Category
Network Engineer
(TCPIIP. IPX. Ethernet)
Duties 0 Responsible for configuring, controlling, tuning,
monitoring and troubleshooting all elements of the
LANIWAN infrastructure including switches, routers,
firewalls, virtual private networking and leased
circuits.
o Utilizes software and hardware tools to identify
problems and factors affecting network performance.
o Provides recommendations on expanding networks
to meet new business needs.
Education/Certification 0 Formal training courses in networking, protocols,
device programming, etc. desirable.
o Vendor Certification by Cisco and/or Network
General highly desirable.
Work Experience/Skills/Knowledge/Abilities 0 Minimum 4 years hands-on network experience in a
multiple LAN and WAN environment.
o Experience with Cisco hardware and software in an
Ethernet environment using TCPIIP required.
o Experience with Network Generai and/or Fluke
protocol analysis tools desirable.
Other 0 Must have a valid Class C Driver's license.
o Manual dexterity to manipulate toois, test equipment,
electronic devices, computers and keyboards.
o Ability to lift and move objects weighing up to 50
pounds.
o Ability to read printed documentation and computer
screens.
o Ability to recognize and respond to alarm sounds and
equipment generated signals.
o May have to undergo background investigation by
Santa Ana Police Department.
.
Benchmark Technical S ecialties
Computer & Networking Services Category
Local Area Network (LAN) Specialist-
Microsoft Windows XPl2000 Domains
Duties . Manage II\Iindows 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, SOL and Exchange.
Education/Certification Formal training courses In Microsoft II\Iindows
XP/2000/2003, Exchange Server, ISA are desirable.
Work Experience/Skllls/Knowledge/Abilities . 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 ieading
ant-spam/anti-virus products.
Other . 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.
. Abiiity to recognize and respond to alarm sounds and
equipment generated signals.
. May have to undergo background investigation by
Santa Ana Police Department.
.
Benchmark Technical S ecialties
Computer & Networking Services Category
Computer System Engineer,
Unisys V-series Mainframe
Outies . Manage Unisys V-Series and LX51 00 operating
configuration, system libraries, etc.
. Troubleshoot terminal, line and configuration problems
on both the Unisys V-Series and LX5100 using both
OOT 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 OMS II database
performance on the V-Series including statistics and
census data.
. Use the OASOl compiler on the V-Series to
reconfigure and recompile the OMS II databases.
. Maintain the CANOE 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.
Education/Certification Unisys training courses highly desirable.
Work Experience/Skills/Knowledge/Abilities . 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 OAT units.
Other . 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 S ecialties
Computer & Networking Services Category
Micro Support Technician
Duties . 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.
Education/Certification . Formal training classes in PC configuration and
troubleshooting preferred.
. A+ certification a plus.
Work Experience/Skills/Knowledge/Abilities . Minimum two years hands-on experience in
microcomputer related system installation and
support in Windows XP/2000 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 altitude and
ability to communicate well with customers.
Other . 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
~~
A-2007-144
I•
Proposal for
I,
Temporary Technical Personnel
Consulting Services
I•
I•
•
•
•
for the City of Santa Ana
Submitted by:
Concorde Consulting, Inc.
2221 Rosecrans Ave. Suite 121
EI Segundo, CA 90245
•
•
~1 ~,'
Vince Burns, V.P. Sales
•
John Sparks, Sr. Account Manager
ii
I•
Letter of Transmittal
+aNCt~RQE
Concorde Consulting, Inc.
2221 Rosecrans Ave. Suite #121
EI Segundo, CA 90245
310-643-9600
April 11, 2007
Mr. Tom Gergen
City of Santa Ana
20 Civic Center Plaza, M-12
Santa Ana, CA 92702
Dear Tom,
•
Please accept the accompanying proposal as our response to The City of Santa Ana's Request
for Proposal: "Temporary Technical Contract Service Personnel and Consulting Services"
issued on March 23, 2007.
We have read and understand the terms, conditions and expectations for consideration and
have received all necessary information to present a complete proposal.
•
•
This proposal shall remain valid for a period of not less than 120 days from the RFP due date of
April 13, 2007.
As a company based in EI Segundo, most of our clients are in Orange County. We have sales
and management team members who live in Orange County as well. Serving the City of Santa
Ana will not pose any logistical issues.
We appreciate the opportunity to bid on this particular proposal. I hope you find our submission
in order and if necessary, please feel free to contact me for clarification on any matter.
~,
u
Sincerely,
~s
J
John Sparks
Sr. Business Accounts Manager
310-643-9600 x105
jsparks@concorde-inc.com
i•
Appendix A -Proposal Response Form
I•
li
n
u
•
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•
(Fill in this form or submit a separate response which addresses each item.)
Proposal to Provide
Temporary Technical Contract Service Personnel
& Consulting Services
for the Cit of Santa Ana
Name of Proposing Firm: CONCORDE CONSULTING. INC. ~
~t~ ~~~~
Proposer's Principal Location: 2221 Rosecrans Ave. Suite #121, EI Segundo, CA
Proposer's Location that will service the City: EI Segundo, CA
Contact Name for Proposal: John Sparks
Phone Number: 310-643-9600
Fax Number: 310-643-8937
email address jsparks@concorde-inc.com
Please submit answers to the following questions
(Note: Proposer may attach additional pages as needed to complete responses.)
1. Short summary description of the organization. {ref. section 2.2.c}
Concorde provides specialized technical contract labor to companies both large and small.
Lately, we find ourselves adapting to our clients changing requests for talented IT
professionals. Most recently, our clients have been asking for more contract-to-hire, direct-
hire and payroll services to accommodate their need for additional headcount.
2. Short summary description of the ownership {ref. section 2.2.c}
Concorde is a privately held organization based in EI Segundo, CA. Concorde was founded
by Dana Ward who started his career as an IT professional over 40 years ago. Along the
way, Dana has built Concorde into a reputable and reliable company focused on building
long-term relationships with its customers.
3. Description of the major service offered by the Proposer's firm {ref. section 2.2.c}
Concorde provides temporary personnel and consulting services that support Architecture
Development, Analysis, Infrastructure and Quality Assurance professionals for every maior
computing platform.
March 2007 27
4. The number of years that the Proposer has been in the business of providing
temporary technical contract service personnel and/or consulting services of the
~ kind sought by the City. (If company name or ownership has changed of the period cited, please
note and explain.) {ref. section 2.2.c}
As a technical leader for more than 25 vears, Concorde has been in the business of helping
businesses since 1981.
C~
5. A description of the overall qualifications of the Proposer and experience and
ability to provide temporary technical contract service personnel and/or consulting
services. {ref. section 2.2.d}
All of Concorde's Account Managers and Recruiters are experienced professionals who
• work- together as a team. Our staff will take the time to understand your requirements,
environement and culture to find the best fit. We will personally pre-screen, interview and
check references on each candidate submitted to the City of Santa Ana.
6. A description of any unique qualifications and experience which distinguish
Proposer's ability to provide temporary technical staffing and/or consulting.
. {ref. section 2.2.d}
Concorde has a "history" as one of one of Southern California's most tenured IT staffing and
services company. Along the way, we have built an invaluable network and a database that
boasts the profiles of over 40,000 IT professionals. This is a significant benefit in today's
market where our competitors rely heavily on iob boards such as Monster and Dice. Also,
Concorde has experience working relationships with other local governmental agencies
~ such as the counties of O.C, L.A and Riverside and Ventura.
7. 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. {ref. section 2.2.e}
Concorde is in agreement with the administrative and billing terms and conditions set forth
r in this RFP.
8. A description of any other information the Proposer feels is relevant in helping the
City gauge the Proposer's business stability. {ref. section 2.2.f}
Concorde's stability starts with its employees. Your Account Manager (John Sparks) has
~ been with Concorde for eight vears and has over 25 vears of Account Management
experience. Concorde's management team of three has a combined 44 vears of experience
working for Concorde Consulting. Concorde is a financially sound company that has never
missed a payroll or has had any litigation or judgement against it.
9. Attach a sample (no more than three) of the style of resumes which your firm would
~ provide to clients. (This will allow the City to assess the readability of the formats and the
usefulness of contents of the resumes the City could expect from the Proposer. This is not to rate
potential candidates. {ref. section 2.2.g}
The follwing resumes represent current Concorde Consulting team members.
1. Sr..NET Architect /Lead
2. Sr. Business Analyst w/ programming and lead experience.
~ 3. Sr. Infrastrucutre Engineer
28 March 2007
~~r,,;
~4NCC'~RDE ~~
People ~ 7echnrraogy ~ Sn{uti~ns
Contact: John Sparks
Tel: 310.643.9600 x105
Email: jsparks@concorde-inc.com
PAGE 1 OF 6
~ CONSULTANT PROFILE: CURRENT CONCORDE TECHNICAL ARCHITECT/ LEAD
Microsoft Certified Professional (MCP), Microsoft Certified Database Administrator (MCDBA)
Microsoft Certified Applications Developer (MCAD), Microsoft Certified Solutions Developer (MCSD)
A Microsoft Certified Small Business Specialist, Army SERE Level C (High Risk) Graduate
Army Special Operations Communications Graduate
Visionary leader with a proven history of creating, retaining, developing, motivating and leading teams to create
~ solution offerings, delivery strategies and accompanying technical components for mid- and enterprise-tier
customers, with solution-centered practice components enabled by and centered around Microsoft products and
technologies.
Joe has been developing cutting-edge real world systems for over 18 years, specializing in high-end corporate,
government, and entertainment solutions. For the past 4 years, Joe has been focused on large-scale multi-server
MS SharePoint Portal Server 2003 implementations for companies such as Jacobs Engineering, Wal-Mart, Remedy
~ Temporary StafFng, Mattel, Yokohama Tire, NewGen/TeleTech, and the MTA. For the last 6 years, his work has
been spearheading high-profile projects focusing on SOAP and the Web Services revolution. He has also been
teaching C#.NET, VB.NET and .NET XML Web Services for California State Polytechnic University at Pomona. Joe
was a Finalist in the first ever Microsoft/Fawcette Technical Publishing XML Web Services Contest and a guest
speaker at VSLive 2002 -San Francisco. He is also the co-author of Beginning .NET Web Services using Visual
Basic.NET and Beginning .NET Web Services using C#.NET.
~ Over twelve (12) years experience in professional services, including experience in new business development and
account management; staff management; practice leadership (portals & collaboration /wireless & mobile);
professional development management; partner relationship management; delivery assurance; program, project and
technical leadership; business development; technical sales support; as well as technical, strategic and analytical
project delivery for both small-scale, rapid-development projects and large-scale, global, enterprise projects.
~ Over ten (10) years selling and presenting to, as well as interacting and collaborating with, C-Level and other
executive customer representatives (e.g. CEOs, CIOs, IT Management and Professionals, Marketing Directors, etc).
Over ten (10) years technical practice /project leadership experience -leveraging his technical background as a
software architect as a foundation -solution architecting and implementing web-based, desktop, mobile and
multimedia applications, primarily based on Microsoft products and technologies. Over seven (7) years formal
training, certification and experience using, as well as training others on delivery team use, iterative and agile
software development methodologies, such as the Rational Unified Process (RU P), Microsoft Solutions Framework
+t (MSF) and Feature Driven Development (FDD).
VB.NET, Visual Basic, Transact -SQL, Systems Analysis, C#.NET, C++, PL-SQL, Object Oriented Design/UML,
ASP.NET, Java, MS SQL Server, Unified Process/MSF, XML, EJB, Oracle, Software Development Life Cycle, XSLT,
. COM/COM+/DCOM, MySQL, Feature Driven Development, SOAP, VBScript, MS Commerce Server, Rapid
Development, XHTML, JavaScript, MS Sharepoint Server, Agile Development, XML Web Services, NET Framework,
K2.NET Workflow, Project Management
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RESUME OF JOSEPH BUSTOS
PAGE 2 OF 6
~ Published credits include the following titles: Professional ADO 2.5 (2000, Wrox Press), Professional ADO 2.5 RDS
with ASP 3.0 (2000, Wrox Press), ASP 3.0 Programmer's Reference (2000, Wrox Press), Professional Visual Basic 6.0
XML (2000, Wrox Press), Professional XML - 2nd Edition (2001, Wrox Press), Effective Visual Studio.NET (2002, Wrox
Press), Beginning .NET Web Services with VB.NET(2002, Wrox Press), and Beginning .NET Web Services with
C#.NET(2002, Wrox Press).
Managing Consultant Tune 2002 to Present
Tactical Systems, inc.
Technical architect and managing consultant to a wide range of tiered and distributed application solutions that use
technology to address strategic business needs. The following is a partial list of recent major projects:
~ NET Instructor
California State Polytechnic University, Pomona
• Primary .NET instructor for Microsoft .NET Technologies. Courses taught include Web Application
Development using VB.NET, Web Application Development using C#.NET, Windows Desktop Application
Development using VB.NET, Windows Desktop Application Development using C#.NET, and .NET XML Web
Services.
Senior Technology Architect/Consultant
Countrywide Mortgage Ventures, Inc.
• Lead design and development of the primary application for managing the company's joint ventures valued
over $6 billion. Designed and developed scalable solution that provides secure, highly available e-commerce
transactions and workflow capabilities in concert with high performance data storage and access.
Technologies used include Visual Basic.NET, C#.NET, .NET Framework, and SQL Server 2000 using
Transact/SQL.
South Bav Public Communications Authority, Inc
Senior Technology Architect/Consultant
• Provided on going consultation and support for network based applications and systems supporting regional
911 Emergency Services. Technologies include .NET Framework, MS SQL Server 2000, Tiberon CAD, and
4 integration with VHF Radio systems.
Senior Technology Architect/Manaaina Consultant
Fidelity National Information Solutions, Inc.
• Lead team that performed enterprise systems scalability analysis for title insurance search management
system. Technologies used include .NET Framework, MS SQL Server 2000 and MS Application Center Test
suite.
Senior Technology Architect/Managing Consultant
Fidelity National Financial, Inc.
• Managed team that performed and implemented Enterprise Project Management processes. Technologies
used include .NET Framework, MS SQL Server 2000, MS Office System 2003, MS Project Server 2003 and
MS Windows 2003 Server.
•
~~ '~ RESUME OF JOSEPH BUSTOS
~~/+" PAGE3OF6
irOIVCflRLIE
Pecx{~1e • Tzchnza~.+~y • SCi~itt(OIl4
Senior Technology Architect/Managing Consultant
Property Insight, Inc.
• Lead team that performed enterprise systems salability analysis for proprietary ASP-based document
imaging management system. Also provided direction and managed outside vendor relationships.
Responsible for overall project/engagement management. Technologies used include .NET Framework, MS
~ SQL Server 2000 and MS Application Center Test suite.
Senior Technology Architect/Managing Consultant
Jacobs Engineering, Inc.
• Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed large-sale MS Sharepoint Portal Server architecture and implementation activities. Technologies
used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal Server 2003 and MS Windows
~ 2003 Server.
Senior Technology Architect/Managing Consultant
Mattel, Inc.
• Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed large-sale (100k users) MS Sharepoint Portal Server architecture and implementation activities.
. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal Server 2003 (large-
sale) and MS Windows 2003 Server.
Senior Technology Architect/Managing Consultant
Remedy Staffing, Inc.
• Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed large-scale (10k users) MS Sharepoint Portal Server architecture and implementation activities.
~ Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal Server 2003
(medium-scale), K2.NET Workflow, MS BizTalk Server 2004, MS Office System 2003 and MS Windows 2003
Server.
Senior Technologv Architect/Managing Consultant
Wal-Mart, Inc.
• Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed MS Sharepoint Portal Server architecture and implementation activities. Technologies used
include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal Server 2003 (large-scale), K2.NET
Workflow, MS BizTalk Server 2004, MS Office System 2003 and MS Windows 2003 Server.
Senior Technologv Architect/Managing Consultant
NewGen/TeleTech, Inc
. Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed architecture and implementation activities for large-scale Sharepoint Portal Server
implementation. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal
Server 2003 and MS Windows 2003 Server.
Senior Technology Architect/Managing Consultant
Wimberly, Allison, Tang & Goo
• Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed architecture and implementation activities for medium-scale Sharepoint Portal Server
implementation. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal
Server 2003 and MS Windows 2003 Server.
Senior Technologv Architect/Consultant
Yokohama Tire, Inc.
~ Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed architecture and implementation activities for medium-scale Sharepoint Portal Server
implementation. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal
Server 2003 and MS Windows 2003 Server.
s
CU-NCORCIE
P~e~i~e • ~eslana~a~gY • Sata,nons
RESUME OF ]OSEPH BUSTOS
PAGE4OF6
Senior Technology Architect/Consultant
Advanced Sales Marketing, Inc.
• Best practice guidance on the implementation of Microsoft .Net framework technologies and tools.
Performed architecture and implementation activities for medium-scale Sharepoint Portal Server
implementation. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal
• Server 2003 and MS Windows 2003 Server.
Senior Technology Architect/Consultant
Playa Vista, Inc.
• Best practice guidance on the implementation of Microsoft Net framework technologies and tools.
Performed architecture and implementation activities for Sharepoint Portal Server implementation.
Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal Server 2003 and MS
~ Windows 2003 Server.
Senior Technology Architect/Managing Consultant
Metropolitan Transportation Authority
• Implemented a Reporting and Analysis application for the MTA's Accounting department. Technologies used
include .NET Framework, MS SQL Server 2000, SQL Analysis Services (OLAP), SQL Reporting Services, MS
Office System 2003, MS Sharepoint Portal Server 2003 (medium-scale) and MS Windows 2003 Server.
Senior Technology Architect/Managing Consultant
City of Hope
• Managed and lead MS Content Management Server 2002 implementation. Technologies used include .NET
Framework, MS SQL Server 2000, MS Content Management Server 2002 and MS Windows 2003 Server.
• Senior Technology Architect/Managing Consultant
Ixia Communications
• Best practice guidance on the implementation of Microsoft Net framework technologies and tools.
Performed architecture and implementation activities for medium-scale Sharepoint Portal Server
implementation. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal
Server 2003 and MS Windows 2003 Server.
~ Senior Technology Architect/Managing Consultant
Alteer Corporation
• Best practice guidance on the implementation of Microsoft Net framework technologies and tools.
Performed architecture and implementation activities for medium-scale Sharepoint Portal Server
implementation. Technologies used include .NET Framework, MS SQL Server 2000, MS Sharepoint Portal
Server 2003 and MS Windows 2003 Server.
~ Senior Technology Architect/Managing Consultant
Pinpoint Tracking Solutions
• Designed and lead multiple development teams implementing a cutting edge GPS vehicle and asset tracking
system. Technologies used include .NET Framework, MS SQL 2005, MS Speech Server 2004 and MS
Windows 2003 Server.
~ Senior Technology Architect/Managing Consultant
Ecotrac
• Designed and lead multiple development teams implementing a cutting edge GPS vehicle and asset tracking
system. Technologies used include .NET' Framework, MS SQL 2005, MS Speech Server 2004 and MS
Windows 2003 Server.
Senior Technologv Architect/Managing Consultant
Notifque Solutions
• Designed and lead multiple development teams implementing an enterprise scale IVR and outbound
notification platform. Technologies used include .NET Framework, MS SQL 2005, MS Speech Server, MS
Sharepoint Portal Server, MS BizTalk Server and MS Windows 2003 Server.
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RESUME OF JOSEPH BUSTOS
PAGE50F6
Senior Technology Architect/Managing Consultant
Prophet Technologies
• Designed and lead multiple development teams implementing a remote monitoring system. Technologies
used include .NET Framework, MS SQL 2005 Server, MS Speech Server, MS Sharepoint Portal Server, MS
BizTalk Server and MS Windows 2003 Server.
Senior Information Technology Manager and Internet Architect October 2000 to Tune 2002
Herbalife International, Inc.
• Responsible for the overall management and technical architecture of enterprise Internet applications for a
Fortune 500 Company. Direct supervision and management of 5 employees and up to 15 consultants.
Assisted management with the development of statements of work and defining project scope. Initiate
project plans and development, including (phases, activities, milestones, tasks, deliverables, dependencies
and risk assessment). Work with project team members to gather estimates for activities and tasks and
update project plans. Communicate effectively with senior management and developers to establish clear
project goals, analyze project work processes, and recognize problems in a timely manner. Mentor other
managers to enrich and expand their understanding of enterprise Internet development. Completed various
high level assignments as needed (such as mentoring, training, presentations, and other activities applicable
to the enterprise). Excellent understanding of project management concepts and techniques, including
project control, planning, estimating, resource management, change management, issue management, risk
management, and quality assurance.
• Designed and executed the company's flagship ecommerce product with revenues exceeding $10 million
within 90 days of release and $3 million monthly average since inception. Technologies used include
VBCOM, COM+, SQL Server 2000, Oracle 9i, XML, XSLT, VBScript, JavaScript, and Sockets.
• Spearheaded award-winning XML Web Services enterprise development framework. Technologies used
include .NET Framework, ASP.NET, VB.NET, C#.NET, SQL Server 2000, Oracle 9i, Sockets, Java, SOAP, and
XML.
• Designed and executed cross-domain single sign-on solution. Technologies used include .NET Framework,
ASP.NET, VB.NET, C#.NET, VBCOM, COM+, ASP, VBScript, Java and XML.
• Worked on campus at Microsoft with the MS Commerce Server Product Team to develop both Thorium and
Grenade (.NET) releases of MS Commerce Server 2002. Rolled out Herbalife's ecommerce product as the
first-ever consumer production release of MS Commerce Server 2002.
• Lead the implementation of both MS Sharepoint Server and MS Project Central Server for the entire
enterprise.
Applications Development Manager and Internet Architect October 1999 to October 2000
iBenefits/Ultra Link, Inc.
• Direct supervision and management of a 20-person Software Development Department reporting directly to
CIO and CEO. Responsibilities include hiring, salary negotiations, third-party contract negotiations,
termination, and employee team mentorship. In this key senior development position, designed and
implemented the web interface and architecture for mission-critical for Internet business-to-business
enterprise applications. Participated in technical design reviews, code reviews and assessment of other in-
progress software products. Worked closely with data architects on the team to design the overall technical
architecture and ensure the technical solution supports business requirements. Lead the component
selection process and managed the overall architecture design and development. Provided guidance and
technical direction to application design teams. Wrote technical/functional specifications and mentor both
leaders and junior members of development teams. Evaluated and incorporated emerging technologies for
software products.
• Helped raise $53 million in venture capital funding for iBenefits, Inc., which acquired Ultralink, Inc.
• Represented iBenefits/Ultralink in high level sales presentations and in due diligence meetings with capital
firms, potential acquisitions, and sales prospects.
• Designed and executed the company's flagship online product for web based benefits enrollment and
administration. Technologies used include VBCOM, ASP, VBScript, JavaScript, XSLT, and XML.
• Developed first generation XML Web Services to exchange data with health insurance carriers.
C+DNCQRE'lE
Ptc~~le • Technatc~~y ~ Sa:iatians
RESUME OF JOSEPH BUSTOS
PAGE 6 OF 6
Information Technoloav Manager August 1987 to August 1999
Department of the Army
• Direct Responsibility for the operations, training, morale and welfare of 80 personnel military organization
specializing in advanced information systems in a special operations environment reporting to CEO and CIO.
Managed telephone, telecommunications, metropolitan, wide, and local area networking (MAN/WAN/LAN),
~ computer processing, client/server application and web development, network design, infrastructure
maintenance and installation, electronics support and computer repair, technical support, help desk, and
MIS administration. Planned, directed, and coordinated personnel performing installation, operation, and
maintenance of information systems, central office switches, multi-channel satellite terminals, and
HF/VHF/UHF radio stations in remote and austere conditions, with worldwide voice, Internet and corporate
Intranet connectivity.
• Designed and executed an automated tactical messaging system that allows users to send and receive email
~ over HF and SATCOM radio systems. Technologies used include VBCOM, ASP, VBScript, and JavaScript.
• Designed and executed an automated message tracking and delivery system. Technologies used include
VBCOM, ASP, VBScript, and JavaScript.
• Designed and executed corporate portal solution. Technologies used include VBCOM, ASP, VBScript, and
JavaScript.
Designed and executed web based mission-tracking system. Technologies used include VBCOM, ASP,
• VBScript, and JavaScript.
• Designed and executed web based document management system. Technologies used include VBCOM,
ASP, VBScript, and JavaScript.
• Designed and executed web based personnel reporting system. Technologies used include VBCOM, ASP,
VBScript, and JavaScript.
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Contact: Vince Burns
Tel: 310.643.9600 x 103
Email: vburns@concorde-inc.com
PAGE 1 OF 3
RESUME OF: CURRENT CONCORDE P/A-B/A-P.M.
~ ~ •
B.S., Business Administration, California State University, Chico, CA, 1996
Emphasis in Management Information Systems and Production Operation Management
Highly skilled Business Systems Analyst with over 10 years of experience and an extensive background including:
• Plan and facilitate meetings with executive managers, product managers, business process owners, and user
groups to gather business requirements.
• Excellent project management and project leadership skills with a proven ability to successfully guide
development teams to project completion on schedule and within budget.
• Advanced working knowledge of development methodologies: UML, RUP and Waterfall.
• Document business requirements, detailed design specifications, and supporting documentation.
• Experienced in performing gap and risk analysis.
• Experienced in workflow documentation including AsIs and Tolle modeling.
• Skilled in SQL, Oracle PL/SQL, Triggers, Stored Procedures, and UNIX shell scripting.
• Design, develop and deploy web-based, host-to-host, database and background applications using UML and
established methodologies.
• Document test plans and facilitate QA testing, user acceptance and user training.
• Programming: Oracle PL/SQL, UNIX Scripting, COBOL, Visual Basic, C, Cognos Quiz Suprtool.
• Databases: Oracle v8/v9i on UNIX, IMAGE, BTRIEVE and Access.
• DB Utilities: SQL Navigator, SQL*Plus, SQL*Loader, TOAD, OEM.
• Operating Systems: UNIX (HP-UX, AIX, Linux and SCO), HP 3000, Windows and Windows NT Novell.
• Web Technologies: HTML, XML, Visual Web Developer and Dreamweaver.
• Desktop: MS Office, Visio, MS Project, Power Point.
• Business Experience: Accounting, Payroll, Taxes, Billing, Supply Chain Planning, Inventory Control, Order
Processing and Warehouse Management.
Senior Business Systems Analyst/Project Manager March 2006 to Present
Toyota Motor Sales, Torrance, CA
• As Senior Business Analyst, head up inception phase to improve the business process and systems for Fleet,
Ordering, and Distribution business units. Primary roles include: manage 130k budget, interview project
stakeholders, conduct requirements gathering meetings, and develop Niku Project Plan, Vision, Scope, and
Charter.
• Under RUP methodology, document Business Requirements Specifications for vehicle ordering, distribution, and
logistics system; including Use Cases and Activity diagrams.
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PAGE 2 OF 3
Senior Business Systems Analvst/Systems Develo err;t /Project Manager ]uly 2000 to ]anuary 2006
Ceridian Tax Service, Fountain Valley, CA
• Designed, developed and deployed web-based, host-to-host, database and background applications employing
Unified Modeling Language (UML) and established methodologies for requirements gathering.
~ • Conducted system analysis and workflow modeling.
• At the data layer, design and construct Oracle database.
• Designed and developed automated funding alert application. Mostly coded in Oracle PL/SQL, the application
provides advanced email notification to clients of payroll deposits and disbursements due.
• Orchestrated development efforts, QA testing, and implementation for up to 5 member project team. Managed
project planning, resource allocation, estimates and project budgeting, and management status reports.
• • Designed, and developed an innovative employee wage pre-validation system. The system extracts employee
wage data into an Oracle ODS. Through a web interface, customers can view summarized and detailed
employee wage data to verify accuracy before submitting federal and state agency tax filings.
• Senior Programmer for HP IMAGE to Oracle database conversion project. Retrofitted Ceridian's payroll and
accounting application to comply with Oracle schemas. Replaced legacy IMAGE calls with imbedded Oracle SQL,
including: PL/SQL blocks, cursor, functions, procedures, triggers, db connects, SQL updates, SQL deletes, etc.
• Wrote ad-hoc reporting utilities using intricate methods of UNIX shell scripting combined with Suprtool data
r• extracts and Cognos "Quiz" report formatter.
• Researched and documented software specification for generating employee W-2 corrections. The proposed
design replaced a manual process, resulting in a reduction in staffing and administrative cost.
Sr. Programmer /Business Analyst November 1998 to May 2000
Celerity Solutions, Irvine, CA
~ • Participated in all phases of the System Development Life Cycle (SDLC).
• Designed and developed enhancements for the following modules: accounts receivable, order processing,
inventory control, purchase orders, customer maintenance, billing, and warehouse management.
• Provided development and maintenance support for Supply Chain Planner application to manage customers,
purchase orders, and inventory. Technology framework consisted of a Visual Basic front end using Micro Focus
COBOL as the main business logic accessing an Oracle v8i database.
~ • Conducted analysis and document design specifications for "Quoting and Sourcing" module. The online
application allowed customers to instantly generate product and service estimates before placing an order.
• Contributed to the development and testing of Application Program Interface (API) for order processing,
inventory control, and warehouse management modules. API technology integrated Oracle triggers, Visual Basic
events, and MF COBOL.
~ Sr. Programmer Analvst May 1997 to November 1998
Corsair Communications, Irvine, CA
• Implemented software for multiple clients while minimizing downtime and disruption.
• Analyzed client's billing system and data structure, and developed conversion tools custom designed for each
client.
• Conversion team member responsible for system installs for new clients and upgrades for existing clients. Duties
~ included: careful analysis of the client's present system, business process, and data structure. Data conversion
programs were created and employed to transfer system data from the original format to a core set of BTRIEVE
files.
• Post implementation trainer responsible for demonstrating and instructing key personnel on how to use the new
system.
• Developed functional Micro Focus COBOL APIs with Visual Basic GUI for mass pager activation application.
Programmer Analyst ]une 1996 to May 1997
Unicon Conversion Technologies, Mission Viejo, CA
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PAGE30F3
• Design and developed several migration tools sets using UNIX Scripting and COBOL.
• Provided customers with a low cost solution, by transferring their existing system from a mainframe to a high
performance, low maintenance UNIX OS.
• Assisted clients in the conversion of proprietary accounting software from a mainframe platform to an AIX UNIX
platform.
• Created AIX UNIX shell scripts for JCL to set environment variables and system parameters.
• Conducted testing and debugging of accounting software upon completion of conversion.
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Pimple ~ l"ecl7na~c~gy s 5o~uts+~ns
Contact: Vince Burns
Tel: 310.643.9600 x103
Email: vburns@concorde-inc.com
PAGE 1 OF 2
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CONSULTANT PROFILE: CURRENT CONCORDE INFRASTRUCUTRE ENGINEER
Completed courses in Information Technology including Electronic Communication, Computer/Network Architecture,
OOP design, and WebDesign, Columbia College
~ OS: Linux -Suse/Redhat, Windows Server 2000/2003
Networking: TCP/IP, DNS, DHCP, Firewall, Network Troubleshooting related to server connectivity issues.
Certification: IBM Certified System Admin Domino 6/6.5, Certified Lotus Professional R5, Principal Certified Lotus
Professional R4
Applications: Domino Enterprise Server v4.6 to 6.5.x, IBM WebSphere Portal 5, Lotus Quickplace 3 and 6.5.1,
Sametime 3 and 6.5.1, Rightfax 8.5, Blackberry Enterprise Server 2.2 and 4.0, Domino LDAP, Sendmail, Postfix
Infrastructure Engineer/Architect
Concorde Consulting, Inc.
]une 2000 to Present
• Engineer and Architect for collaboration systems in a 12,000-user environment. Collaboration systems
~ include: Domino, Quickplace, Sametime, IBM WebSphere Portal, and Unix Sendmail/Postfix
• Upgraded Domino servers to 6.5.x and coordinated end user upgrade to Lotus Notes 6.5.x
• Maintained mail system for Toyota Corporate Headquarters and coordinated with other Toyota affiliate
companies and their Domino admins in an 18 Domino Domain environment
• Troubleshoot SMTP email in Domino and Linux gateway. Maintained SMTP Internet Alias tables
• Used Symantec Anti-Virus to scan email and content filtering
~ Used SpamAssassin and Maia Mailguard for filtering spam on the Linux internet gateway
• Maintained Domino Clustering and Transactional logging services
• Designed and Implemented Quickplace and Sametime collaboration environment. Configured LDAP for
Quickplace and Sametime
• Designed and Implemented Domino Web Application servers. Used technologies such as Web SSO and SSL
• Designed and Implemented IBM Websphere Portal 5.x servers and configured Domino portlets such as
Quickplace, Sametime and People Finder within Portal
~ Configured Web Single Sign On (SSO) between IBM Websphere Portal server and Quickplace and Sametime
servers
• Designed and Implemented Suse Linux servers
• Designed and Implemented Domino 6.5.x on a Suse Linux OS
• Designed and maintained RightFax Server infrastructure
• Designed and Implemented Blackberry Enterprise Server infrastructure
• Provide 3rd level support for Blackberry Handheld device issues
~ Light administration of Apache web servers using reverse proxy as front end to IBM WebSphere Portal
• Light administration of IBM D62
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Lotus Notes/Domino Svstems Administrator
Corpinfo Services
PAGE 2 OF 2
September 1999 to ]une 2000
• Los Angeles Times -Notes/Domino Administrator in a 6,000 user, 12 Notes Domains AIX environment.
Member of migration team for 4.6 to 5.0 server/client upgrade
• Notes/Domino Administrator for CorpInfo's Notes/Domino Infrastructure. Support and maintain five Domino
servers. Provides Support and training to internal users
• The Irvine Company -Notes Administrator. Upgraded spoke server from 4.6 to 5.0, Domino Directory
maintenance, problem resolution, account management, and trained end-users
Lotus Notes/Domino Svstems Administrator/Developer
Best international
June 1999
• Installed and configured Lotus Notes 4.6 on NT Server for evaluation purposes, and developed an
application containing two databases used to track and manage orders/contacts. Provided system
administration and end-user training
a Technical Support 2nd Level February 1999 to September 1999
Toyota Motor Sales
• Assigned to support the North American Sales headquarters building, assisting 1000 users on a Windows NT
network with Windows 95/NT clients, and Lotus Notes 4.6.3. Created test Intranet site for Mcafee Virus
update
~ Svstems Suq~ort, Web Developer November 1997 to January 1999
Manpower Technical Staffing
• Provided administrative & technical support for 60 users on a Windows NT network with Windows 95 clients,
and Lotus Notes 4.5. Developed and maintained the company's website
~ Microsoft Office Trainer. Web Developer October 1997 to July 1998
Travel & Trade Career Institute
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• Night class instructor for business prep course trained students how to use Microsoft Office 4.3/97.
Developed and maintained the institute's website
Hospital Corusman, Computer Trainer ]uly 1997 to November 1998
US NAVY
• Provided technical support on DOS, Windows 3.1/95, WordPerfect and Microsoft Office 4.3
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10. Identify the types of technical specialties for which the Proposer provides temporary
placements or consulting services. {ref. section 2.2.h}
Complete the following tables for technical fields of interest to the City:
Field: Can your firm provide Can your firm provide Approximately how many
Applications & temporary technical consulting services in this individuals for each
Development contract personnel in this specialty and skill range? technical specialty has
specialty and skill range? your firm placed or
ServlCes engaged over the past 4
years?
Systems Architect and Yes No 8
Engineer
Systems Analyst Yes No 2q
Programmer/Analyst (MS Yes Yes 12
Windows Visual Basic and
SQL for client/server
environment)
ProgrammerlAnalyst Yes No 16
(Oracle for client/server
environment)
Programmer/Analyst (ASP, Yes No 46
JAVA, EJB for Web
environment)
Programmer/Analyst (MS Yes Yes 3"I''
Dot Net)
Database Manager/ Yes No
Administrator (MS SQL
Server, Oracle, etc.)
Database Yes No 1."1'
Administrator/Programmer
(Oracle)
Software Documentation Yes No
Specialist
Document Imaging Yes Yes 29
Application Specialist
• March 2007 29
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Field: Can your firm provide Can your firm provide Approximately how many
BuSlneSS/ temporary technical consulting services in this individuals for each
Application/ contract personnel in thi~ specialty and skill range? technical specialty has
specialty and skill range . your firm placed or
Project engaged over the past 4
Consulting Services years?
Business Analyst (with City Yes No
of Santa Ana and local
government experience)
Project Management Yes No 22
Consultant (for purchased
package application
project)
Project Management Yes Yes 24
Consultant (for software
development project)
System Evaluation & Yes No 11
Selection Consultant
Technology Consultant Yes No 200
Business Process Yes No 9
Consultant
Disaster Preparedness and Yes No
Recovery Planning
Consultant
Technology Assessment Yes No
Consultant
Work Flow Consultant Yes No
Re-Engineering Consultant Yes No
Field: Can your firm provide Can your firm provide Approximately how many
Telecommunications temporary technical consulting services in this individuals for each
SerVICeS contract personnel in this specialty and skill range? technical specialty has
specialty and skill range? your firm placed or
engaged over the past 4
years?
Telephone System Yes No
Manager
Telephone System Yes No 4
Administrator (NEC system)
Telephone System Yes No 4
Engineer (NEC system)
Telephone Installer (NEC Yes No
system)
Voice System Programmer Yes No
Cabling Installer Yes Yes
Telecommunications Yes No 5
System Consultant
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March 2007
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Field: Can your firm provide Can your firm provide Approximately how many
Computer & temporary technical consulting services in this individuals for each
Networking Services contract personnel in this specialty and skill range? technical specialty has
specialty and skill range? your firm placed or
engaged over the past 4
years?
Technical Planning Yes No
Manager
Computer Operations Yes No 6
System Engineer
Computer Operator (Unisys Yes No
V-series mainframe)
Network Engineer (Cisco Yes No 20
environment)
Network Security Engineer Yes No 18
Network Specialist -LAN Yes No 20
Administrator
MS Exchange 2003 Yes No 15
Engineer
Anti-Virus & Anti-SPAM Yes No 11
Services Administrator
Data Center Engineer (h/w: Yes No 16
HP servers, OS: Win 2003
server)
Office Technology Yes No 1.2
Coordinator
Micro Support Technician Yes No 18
PC Hardware Repair Yes No 21
Technician
11. Identify any unique qualifications and/or experience which distinguish the Proposer's
~ ability to provide temporary employees or consulting services in the various
technical fields/specialties. {ref. section 2.2.i}
For example, a Proposer may have the capability to provide emergency placements with 24 hours, to conduct
technical qualifying testing, to use highly-qualified technical screeners to evaluate and rate candidates' skills,
and to employ special techniques to track a placed contractor's performance, to provide on-call for specialized
technical needs, etc. These are examples only and not mandatory services or qualifications.
~ Concorde employs a Technical Manager (Stephan Kalb) for in-depth screening and project
qualification purposes. Our internal database is a full feature relational database that allows
us to quickly track what we call our "Top 10" list in countless cateaories. Our 26 years in the
business also gives us vast industry experience and deep pool of resources to draw upon.
~ 12. Provide a description of Proposer's methods used to identify potential candidates.
{ref. section 2.2.j}
Concorde starts by gathering specific information inherent to the clients need. Our searches
typically begin with "who do we know that's good"? We rely heavily on our internal database
for known entities. Our database can cross reference "key words" and text searches" with
geographic location to provide a short list of known resources. We also rely on a network of
~ industry friends and clients for qualified referrals. Concorde also uses leading "iob boards"
to locate and recruit candidates who are currently seeking new employment.
March 2007 31
13. Provide a description of Proposer's methods used to screen candidates and to match
their qualifications against the requirements of a City job assignment.
~ {ref. section 2.2.j}
Concorde's process starts by gathering as much information as necessary from the client to
effectively articulate the requirement. If we do not have a candidate on stand-bv, we begin
searching our internal database for known entities. Our recruiters then present a "Candidate
Qualification Form" to the Account Manager. The Account Manager then assesses the
candidate's qualifications with our Technical Manager, who may or may not need to further
• qualify the candidate. Concorde also has "Skill Assessment" rating tools which can be
applied for varying skill sets.
14. Provide a description of Proposer's methods used to assess and confirm
candidate's technical skills/knowledge, experience, work habits, interpersonal
skills, etc. {ref. section 2.2.j}
~ Our recruiters follow an internal process when qualifying potential candidates. This process
gather's pertinent information required to make a viable assessment. We will bring
candidates into our office for personal interviews and technical assessment by our
Technical Manager. Concorde requires at least two recent supervisory business referrences
to verify work habits and history, etc...
~ 15. Provide a description of Proposer's methods used to establish candidate availability
with respect to the project schedule of the City assignment. {ref. section 2.2.j}
Availabilty is fairly simple to assertain. When submitting a resume, Concorde will always
include a "Candidate Profile" which provides a candidiates availability for a phone screen,
personal interview and any notice they may have to provide prior to a start date. The
~ candidate will always understand the duration and parameters of the pending assignment.
16. Give 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
prOVlde. {ref. section 2.2.k}
Concorde will first look to the client for their "must have" and/or minimum expectations to
~ gage our search accordingly. We always look for those with a Computer Science degree
and Certifications that speak to their expertise. We then drill into the resume looking for
similar projects and exact tasks performed within that skill set. We break down the daily
tasks and the percent of time performing those tasks, so we can pain a clearer picture of
skills and responsibilities without loosing sight of communication skills and personality fit.
~ 17. Provide an explanation of any training opportunities made available by the Proposer
for technical personnel engaged with the City. {ref. section 2.2.1}
Unless a client asks Concorde to do so, we do not provide formal training for contractors.
However, we have absorbed the cost of training for many consultants in the past. No
reasonable request will be denied.
•
18. 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. {ref. section 2.2.1}
Concorde will monitor your technical needs and requests through ongoing communication.
Concorde will provide the necessary direction for each resource when and if their technical
~ skills need to be refereshed. Concorde subscribes to a technical publication service that
provides our consultants with the latest technical books from publishers such as Wrox,
O'Reilly and Microsoft Press.
32 March 2007
19. Give a description of any programs and benefits provided by the Proposer to its
employees engaged with the City which ensure their retention for the period required
~ by the City.
{ref. section 2.2.m}
All Concorde temporary W2 employees have the option to participate in our benefits
program. These benefits are very helpful in retaining temporary workers. As a consultant
they have the luxury of maintaining their contractor status while having access to
"employee" benefits. Our package includes options for Medical. Dental & Vision a 401 k plan
• and Long-Term disability.
20. References.
Provide a MAXIMUM of three (3) references from government agencies or commercial firms
• that will attest to your firm 's ability within the last three years to provide services similar in
scope and skills sought by the City in this RFP. [ref: section 2.2.n]
Reference One:
•
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•
Name of Client Count of Riverside
Location where work was erformed Riverside-De artment of Social Services
Knowled eable contact name Randee En le
Contact's title Technolo Officer II
Contact' email address ren le riversided ss.or
Contact's hone number 951-358-3387
Approximate period during which the services
were rovided 2000 - 2006
Summary of temporary personnel and/or
consulting services provided with this
reference.
[The type, quantity, and duration of engagements.] Concorde has provided Mainframe, Crystal
Reports, Oracle Development and Client
Server resources since 2000. Project
durations typically last between 3 month's and
2 ears.
Reference Two:
Name of Client Toshiba Medical TAMS
Location where work was erformed Tustin, CA
Knowled eable contact name Glenn Servis
Contact's title Director, Information Services
Contact' email address servis tams.com
Contact's hone number 714-669-4122
Approximate period during which the services 1996 -Present
were rovided
Summary of temporary personnel and/or Concorde has maintained a long term
consulting services provided with this relationship with TAMS by consistently
reference. providing Oracle, Data Warehouse, Project
[The type, quantity, and duration of engagements.] Management, Reporting, CRM, HRIS,
Networking and Desktop personnel. Concorde
is TAMS primary vendor for IT services. All
assi nments are six month's to indefinite.
March 2007 33
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•
•
•
•
Reference Three:
Name of Client FileNet-IBM
Location where work was erformed Costa Mesa, CA
Knowled eable contact name Connie Lehde
Contact's title Sales & Resourcin O erations Mana er
Contact' email address clehde us.ibm.com
Contact's hone number 714-327-3965
Approximate period during which the services 1999 to Present
were rovided
Summary of temporary personnel and/or Our FileNet practice focuses on providing
consulting services provided with this Document Imaging and Document and
reference. Content Management resources to FileNet
[The type, quantity, and duration of engagements.] customers. We were recently honored as
FileNet's national Service Provider of the Year
for 2006. Many of our team member's possess
Java skills that incorporate the J2EE platform
into a FileNet system. We also provide FileNet
specific Project Managers, Administrators and
Developers. The duration of these projects are
always long term, sometimes running into
multi le ears.
34
March 2007
.
EXHIBIT B
VENDOR'S COST PROPOSAL
c -~~ S;
A-2007-144 ~ o-~ ,
Appendix B -Proposal Cost Response Form
(Fill in this form or submit a separate response which addresses each item.}
Cost Proposal
Part of
Proposal to Provide
Temporary Technical Contract Service Personnel
& Consulting Services
for the Citv of Santa Ana
Name of proposing firm: CONCORDE CONSULTING, INC.
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 {ret. section 2.3.a}.
Base hourly salary times (1 + 34% ) =hourly billing amount
percentage markup
(fill-in above)
6.2 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.a}.
See Appendix C for the Qualifications for Benchmark Technical Specialties.
March 2007
35
~XHS~I~
Fill-in the following tables:
Field: average hourly billing rate other related charges
Applications & Development (avg base hourly salary + % markup] (include explanation)
Services
Programmer -Visual Basic $73.70
Web Developer $67.00
Lead Database Administrator, SQL $80.40
Database Administrator/ Programmer, $80.40
Oracle
Field: average hourly billing rate other related charges
Business/Application/Project (avg base hourly salary + % markup] (include explanation)
Consulting Services
Project Management Consultant (for $87.10
purchased package application
project)
Project Management Consultant (for $87.10
software development project)
Field: average hourly billing rate other related charges
Telecommunications Services (avg base hourly salary + % markup] (include explanation)
Telephone Systems for NEC $53.60
N EAX2400 PBX
Cabling Installer $67.00
Field: average hourly billing rate other related charges
Computer 8 Networking (avg base hourly salary + % markup] (include explanation)
Services
Network Engineer $60.30
(TCP/IP, IPX, Ethernet)
Local Area Network (LAN) Specialist - $60.30
Microsoft Windows NT/2000 Domains
Computer System Engineer, Unisys $60.30
V-series Mainframe
Micro Support Technician $36.18
36 March 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 Tifle or Consulting Service
[Provide a description as necessary]
.NET Technical Architect /Lead fixed hourly billing rate
$150.00 other related charges
(include explanation)
.NET Developer $95.00
6.4 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}, prOVlde:
Payrolling percentage markup other related charges
(include explanation
20% with benefits
March 2007 37
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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:
I. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 9270 I; it, 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
From: Milis<:;a Gonzalez .At: Pacific Unified Insurance FaxID: 310-370.5454 To: Lynda Kelly
Date: 7/1212007 D2:CO.oM Page: 20'5
ACORD. CERTIFICATE OF LIABILITY INSURANCE C5R ~ r OJ~~;~;;;;;;;
CONCO- 07112/0
"'RODUCER THIS CERTIFICATE ISI55UED AS A MATTER OF IfIIFORMATIO/l
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
PACIFIC UNIFIED INSURANCE HOLDER. THIS CERTIFICATE DOES NOT AMEND. EXiEND OR
15901 Hawtborr.e Blvd. ste. 200 ALTER THE COVERAGE AFFORDED ~YTHE POLICIES BELOW.
Lawndale CA 90260 --_._~-
Phone:310-370.~000 Fax: 310-370-5454 INSURERS AFFORDING COVERAGE blJI.IC #
l,..sURED n' .- ~- .- ~--_. ._-- ..
~~RA:. :re~ral !!1sur~nce CODlp.~_. ~ --..
INSURER B Great ~l:"ican In~.~ COlllt>~~
.- ---. .-..
Conoorde Consulting, Ino. INSUReR c: Travelers Ins~ranc,!_. 10647
_.~--
2221 Bosecrm~s A~e. Ste. 121 f-1~~~R 0
E1 Segundo CA 90 45 .--_.. ~---- .--.. ---.
INSURER E
..,-'...-
YI
7
COVERAGeS
THE POLICIES OF INSURANCE LISTED e~lOW HAVE BEEN IssueD TO tHE INSURED NAME.D ABOVE FOR THE POL.IC"fPERIOD INDICATED. NOTWITHSTANDING
At-fY REOUJREMENT, TERM OR CONDITION OF MY CONTRACT OR OTHER DOCUMENT WITH RE.SPECT TO WHICH THIS CE.RTlj:'ICATe MA~ Be ISSU~D OR
~A,( PERTI4.IN T\-lE INSURANCE AFFOROED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL ruE Tt:RMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICiES, AGGRIWATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
Ir~R ~~6-.--. ---,.. TYPE ;)F INSURANCE -----r-.---.. PO~Y NUMBER
GSNERAL LIABll.ITY
X . COMMERCIAlGENERAlllA8!L1TY ~ 35326109
-l-l CLAIMS MAO(: J X I OCCUR
X CQNPU'i"'ER SOFTWARE
---------
& SRVO E&O
GrN'L AGGREG~TE LIMIT f,P~liF.S pe~.
X I POLICY -- jr8i ~. Loe
A'.ITOMOBILE LIABIUTI
I W~.m,~'
!.MitTS
Alx
03/01/07
03/01/08
EACli OCCURRENCE . $,JQ.9.9.!lQQ...
IA\,:IE: IV Kl:1'II l:U
PREMI$e$.(EaOCQUrencil} __tJOOOC!OQ.m_..
MEO~PlAr1yone~rson) ~.lOOOO
PERSQNAl & "'OV INJURY ; 1000 tl 00
GEN-ERAl AGGREGATE -.-; .;;-2.0 00 () 00
PRODUCTS --.CO-';ro-;;'AOOl$~ .00 Of; 00
.. ----+-- .--.--..
Emp Ben. 1000Q~___
Ai
35326109 03/01/07
1,000,000 CLAIMS ~E03/01/07
03/01/08
03/01/08
ANY Auro
All OWNr,1 AUTOS
SCHEDULED AUTOS
X HIREOAUTOS
X NON-{lWN~D AUTOS
COMBINED SINGLE LIMIT
(Eaiccidenl)
i; J. ,OCC>,OOO
BOUIL V INJURV
jPer Pefson>
A
A
73521011
13521011
03/01/07
03/01/07
03/01/08
03/01/08
80fJIlYINJlJRY
(~raccid6ffl1
PAOPERTV DAMAGE
{Per8CC1dent!
G l\RAGE LJASlllTY
""-'----t-I ANY AUTO
, !~EXCES5JUMBRl:LLA lIABILITY
h r.]OCClJA .- Cl.ArMSMAOt:
c -
: DEOUCTIBI.E
X RHENTION $ 0
NOT APPLICABLE
OTHER TH.I\N
, AUTO ONLY.
AUTOONl'l"-EAACCIOENr $
EAACC $
AGG ..
; 79854681
03/01/07
03/01/08
EACH OCCURRENCE
AGClREGATE
, ~ ,090, OOQ.
'4. .000, OOQ.
.
,
: WORKERS COMPENS.~TlON AND
; EMI'LQ'l'EflS' UAB1UW
B ,; AN\'P/~OPN/ETOR/PAFnNERlEX!:CUTIVE
, QFFICI:i'llMEMOER EX::;lUDED?
, ~~tl~1p~~V!S~ONS billow
i OTHER
Ai 3rd Party lridelity 35326109 03/01/07 03/01/08
C : Excess Fid..lit 104104555 05/15/07 05/15/08
aESCR/p .ION OF OPERATIONS I LOCAiJONSJ VEHJCLES 1 EXCLUSIONS ADDED BV ENDORSEMENT I SPI:CtAL PROvtSIONS
ThQ City of Santa Ana, 20 Civio Center Plaza, Santa Ana, California 92701:
Its officers, employees, agents and volunteers are named aa additional
Insu]:eds (nadclitional insured.all) per attached Additiona1 Insured Endorsement
form provided by 'I'he city of Santa Ana. Attached form also inoludes Primary
and not contributing, and Separation of Insureds wording.
CERTIFICATE HOLOER CANCELLATION
WC5926018
01/01/07
01/01/08
X'TORYlIMmi ft.
E.L~~~HACCIDENT 1$ i J ooc}~.ooo
-.- -------'----
~,L. DISE.ASE - E:A~MP~?~tE. ~...:1. 10.00,000
H DISEASE-POUCYLlMIT $l~,OOQ,oqL
$10,000
o
$250,000
3,750" 00l!__
C-llll1<I:rA
StiDUlO ANY OF TtiEABOVE DESCRIBED POUCIES BE CANCEll!;D DEFClRE TI~F. EXPlflA~110t
DATElltEREOF, TH'e.LSSUINGINSURE.RWll..l.....-- 'JlJU.MAtI. 3..!!~._ DM't;WRIYUN
NO'nCE TO THE CERTIFICATE HOLDER NAMED TO THE LE", ~~;ao:i1~O~Ml
CITY ('F SlINT.1\. ANA
INFOllMATION SERVICES M-12
AT'l'N: LYNDA KELLY
20 CrVIC CENTER APPR
SANTA ANA CA 92701
,1Jl.....\7~ .,,.. ....ft.tl"'.--n gRl -,. 'V''J'-.. 11111' "H_.' -'J: '.'lIUMir, FflS...&1if+f8oO!l:
.
ACORD 25(2001108)
@ACORocoiToF;:ii,TION1981
From: Mllissa Gonzalez pt Pacific Unified Insurance FaxID: 310-370-5454 To: Lynda Kelly
Date: 7/12(2.007 D2:00 PM Page: 3 of 5
:' 'l).' ,",ee"";';:;:::":V ,.' -,,\,,;:',,'; :':"':'i"'.
lU. "I" ,ll{l", '!.....;. ,It..,
.1I'l1; , ;;.' ;",~l,..i)t,: "'. 1N$lJ
. . - .
. ~-~~.,...,--
,:::>,";';;; " '" ,:)I"m;: 3,
'::~;"b;o,t,? '07/12/0'1
THIS CSRTIFICATE OF INSURANCE SUPERCEDES CERTIFICATE ISSUED ON 06/28/07.
APPROV ED AS TO FORM
fJP/;!
'Laura Stitt. S,.....:..;Jj
A",;,.stant City Atlorucy
From: Milissa Gonzalez Pt Pacific Unified Insurance FaxID: 31Q-.37D-S454 To: Lynda Kelly
Date: 7112/2007 02'00 PM F';lge: 4 of 5
IMPORTANT
If the certificate holder Is an ADDITIONAL INSURED, the policy(ies} must be endorsed, A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may
require an endorsement A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s),
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or aller tile coverage affofded by the policies listed thereon.
.-1......-..."......
..t" "..or,.
""\""" V
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<1.S 1'.
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I " '1?
A, ../t;ri/ ~ ~1\f
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q~']t,: t s/ '
Llty . .....Ct.!.
<1110
rl]e
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ACORD 25 t2001108)
FLOIl'!: Mj!is$a Gonzalez Jlt PadticUnified Insurance FaxlO: 310-370-5454 To: Lynda Kelly
Date: 7112(2007 02: r;a PM P.f!ge: 5 at 5
ADDITIONAL. INSURED ENDORSEMENT
Insurance Company, FEDERAL INSURANC!LG9M:pANY
Tl1is endorsement modifies such Insurance ell Is afforcleQ by the provi.iot1s of p,)1icy
.' # 35326109 relating to tha followfng:
, . 1. The City of Santa:.Ana, 20 Civio Center Plaza, Sama Ana, 'CalIFornia
9:~701: ita officl!rs, employees, agenta and volunteers are named as additfonallnsureds
("additional ili$Ureds'~ with regard to liability, and defense of suIts arising from the
operations and uses performed by or on behalf of lhlil named Insured.
2, With reapect to claims arfSlng out of the operllllona and uses perlorme.d by
or on behalf of the named Insured, liuch Inaul'Ilnce 8~ Is afforded by this polill)! il
prlmary and Is not addltlonl' to.or contributing with IIny other insurance carried by or tor
the benettt of the additional inllureds.
ji
3. This Insurance applies separately to !tach insured against whom claim Is
made or sufi Is brought except with respect to the company's limits of liability. ,The
'inclusion r;Jf any person or orglnlzatlon as an Insured shall not affect any right Which
s'.lcn person or organ!:ul'dcm would have as a claImant if,not ao inqludsd.
4. With respeot to the geld/lional Insureds, this insurance shan not be
canceled, or materially reduced in coverage or >>mlts except after thirty (SO) days written
notice has bean given to the Cily of Santa Ana. zq Oivio Center Plaza, Santa Ane,
California 92701.
(Completion of the following, including countersignature, Is required to make this
endonoement effective..)
Effective 07/11 /07
Policy# 35326109
Issued to CONCORDE CONSULTING I
,
. this endorsement form as a p~rt of
Countersigned by
INC.
Nal)'lsd Insured
~'a~::<l To ~._
Authori<:ed Representeti
, .
APPROVcU AS TO fO,cNJ
d.ura St:tt Sli..: d/
AS,,;$l::ut Clty At .(~r".:'Y