HomeMy WebLinkAboutTELFORDS 2 - 2007
INSURANCE NOT REQUIRED
WORK MAY PROCEED
CLERK OF COUNCIL
DATE: SEP 1 1 2007
0', P\t"arCe tWo. (2)
L"fY"d.a KeUy
A-2007-146
AGREEMENT BETWEEN THE CITY OF SANTA ANA
AND
TELFORDS
FOR PROVISION OF TEMPORARY TECHNICAL PERSONNEL SERVICES
AND CONSULTING SERVICES
THIS AGREEMENT, is made and entered into this 18th 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 Cali fomi a ("City") and Telfords, a Partnership ("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 ofthis 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:
1 . 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, 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. Delivery of Work Product
Any person providing services pursuant to this Agreement shall deliver to City any work product
which results from the services provided pursuant to this Agreement.
In regard to all copyrightable material produced as a deliverable under this Agreement, including
but not limited to books, reports, plans, photographs, drawings, films, recordings, videotapes, and
~
computer programs, Vendor agrees for itself and its affected officers, employees, agents, contractors, and
volunteer workers that (a) other such material may not be copyrighted without prior review from the City,
and (b) the authors of all such material, whether copyrighted or not, award to the City, and to its officers,
agents and employees acting within the scope of their official duties, as a condition of payment to the
Vendor, a royalty-free, nonexclusive, irrevocable license throughout the world for governmental purposes
to disclose, publish, translate, reproduce, and use such materials.
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, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Vendor shall maintain commercial general liability
insurance naming the City, its officers, agents, volunteers, and employees as additional insured(s) and
shall include, but not be limited to protection against claims arising from bodily and personal injury,
including death resulting therefrom and damage to property, resulting from any act or occurrence arising
out of Vendor's operations in the performance of this Agreement, including, without limitation, acts
involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage
applying to bodily and personal injury, including death resulting therefrom, and property damage, in the
total amount of $1,000,000 per occurrence. Vendor shall supply City with a fully executed additional
insured endorsement in substantially the form attached hereto as Exhibit C upon execution of this
Agreement and shall be approved in form by the City Attorney.
b. Business automobile liability insurance, or equivalent form, with a combined single limit of
not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and
non-owned automobiles.
c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the
Labor Code, Vendor, if Vendor has any employees, is required to be insured against liability for worker's
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
March 2007
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"
less than $1,000,000 per accident.
section:
d. The following requirements apply to the insurance to be provided by Vendor pursuant to this
(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 furnish the City with required proof that insurance has been procured and is in force and paid
for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such
termination shall not effect Vendor's right to be paid for its time and materials expended prior to
notification of termination. Vendor waives the right to receive compensation and agrees to indemnify the
City for any work performed prior to approval of insurance by the City.
6. Independent Contractor
Vendor shall, during the entire term of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Vendor performs the services which are the
subject matter of this Agreement; however, the services to be provided by Vendor shall be provided in a
manner consistent with all applicable standards and regulations governing such services. Vendor shall pay
all salaries and wages, 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. Confidentiality
If Vendor receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Vendor agrees that it shall not use or disclose
such information except in the performance of this Agreement, and further agrees to exercise the same
degree of care it uses to protect its own information of like importance, but in no event less than
reasonable care. "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources;
(b) is, through no fault of the Vendor disclosed in a publicly available source; (c) is in rightful possession
of the Vendor without an obligation of confidentiality; (d) is required to be disclosed by operation oflaw;
or (e) is independently developed by the Vendor without reference to information disclosed by the City.
9. Conflict OfInterest Clause
Vendor covenants that it presently has no interests and shall not have interests, direct or indirect,
which would conflict in any manner with performance of services specified under this Agreement.
10. Notice
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall
be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner
provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
telefacsimile (714) 647-6956
With courtesy copies to:
Information Systems Manager
City of Santa Ana
20 Civic Center Plaza (M-12)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 647-5406
and,
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 647-6515
To Vendor:
Telfords
Linda Larson
1255 19th St.
March 2007
4
Hermosa Beach, CA 90254
telefacsimile (310) 376-5561
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by
telefacsimile, communication shall be effective or deemed to have been given twenty-four (24) hours
after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed
as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City
holidays shall be excluded.
11. Exclusivity and Amendment
This Agreement represents the complete and exclusive statement between the City and Vendor,
and supersedes any and all other agreements, oral or written, between the parties. In the event of a
conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement
shall prevail. This Agreement may not be modified except by written instrument signed by the City and
by an authorized representative of Vendor. The parties agree that any terms or conditions of any purchase
order or other instrument that are inconsistent with, or in addition to, that terms and conditions hereof,
shall not bind or obligate Vendor nor the City. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by any party,
or anyone acting on behalf of any party, which are not embodied herein.
12. Assignment
Inasmuch as this Agreement is intended to secure the specialized services of Vendor, Vendor may
not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the
City and any such assignment, transfer, delegation or subcontract without the City's prior written consent
shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability
to have any of the services which are the subject to this Agreement performed by City personnel or by
other Vendors retained by City.
13. Termination
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination, without any early termination penalty. In such event, Vendor shall be entitled to receive and
the City shall pay Vendor compensation for all services performed by Vendor prior to receipt of such notice
of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Vendor to deliver to the
City all work product completed as of such date, and in such case such work product shall be the property
of the City unless prohibited by law, and Vendor consents to the City's use thereoffor such purposes as
the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified
in the Recitals of this Agreement.
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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, promotion, termination or other employment related activities.
Vendor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state
and local laws and regulations.
15. Jurisdiction - Venue
This Agreement and all questions relating to its validity, interpretation, performance, and
enforcement shall be governed and construed in accordance with the laws of the State of California. This
Agreement has been executed and delivered in the State of California and the validity, interpretation,
performance, and enforcement of any of the clauses of this Agreement shall be determined and governed
by the laws of the State of California. Both parties further agree that Orange County, California, shall be
the venue for any action or proceeding that may be brought or arise out of, in connection with or by
reason of this Agreement.
16. Professional Licenses
Vendor shall, throughout the term of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by
the laws and regulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Vendor shall notify the City immediately and in writing of her inability to obtain
or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for
termination of this Agreement.
17. Miscellaneous Provisions
a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority
and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City
fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such
authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as iffully set forth in the
body of this Agreement.
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March 2007
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
~
PATRICIA E. HEALY
Clerk of the Council
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
City Attorney
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By. ~ . .,.I~('::.~}:i l C..z ,/
Laur heedy
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
~~~'-~ ~') ~~'"~
FRANCISCO GUTIERREZ
Executive Director
Finance & Management Services Agency
March 2007
CITY OF SANTA ANA
TELFORDS
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VENDOR [signature]
Name: Lvdo K ~0
Title: a-.~
Tax 10# I
7
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 0: 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
Release of RFP
Proposer's Conference
Closing Date for Inquiries
Respond to all Questions
Proposal Submission
Date
23 March 07
02 April 07
06 April 07
09 April 07
Submission to City Council
Selection Notification
Execution of Agreements
13 April 07
May 07
May 07
May - June 07
1.2 Definitions
The following words as used in this RFP shall be understood to refer respectively to:
Word in RFP Definition
"Agreement" Used synonymously with Contract to designate legal contract between the
City of Santa Ana and a selected Vendor for temporary technical contract
service personnel and/or consulting services.
"City" The City of Santa Ana, California
"Contract Service An employee/s of the Vendor who is assigned temporarily to the City to
Personnel" perform desiQnated services for a period of time (referred to as a CSP)
"Contract" Used synonymously with Agreement to designate legal contract between
the City of Santa Ana and a selected Vendor for temporary technical
contract service personnel and/or consultinQ services.
"Department" The several departments and aQencies therein
"Director" The executive directors of the several City departments and agencies or
any of their properlv 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
percentage markup.
"Proposer" The person, firm or corporation who is responding to this Request For
Proposal (RFP)
"Vendor" The person, firm or corporation with whom the contract is made by said
City or the agent or legal representative who may be appointed to
represent such person, firm or corporation in the signing and performance
of said contract
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March 2007
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1.3 Objective
The City of Santa Ana is soliciting proposals from qualified Vendors who can provide technical
contract service personnel and consulting services on an as needed basis for a one year period,
with possible extensions of four (4) additional one year periods. [This term is subject to final
approval by the Santa Ana City Council.]
Services under any resulting agreement will be for the Information Services Division of the
Finance & Management Services Agency. The Information Services Division will administer
agreement/s resulting from this RFP.
It is anticipated that the services provided through these agreements would be used in five
distinct manners:
· Provide staff for temporary situations which do not justify the addition of regular City
staff.
· Provide temporary contract service personnel with unique technical skills to act as a
technical resource to project teams for projects which do not justify the addition of
regular staff.
· Provide additional resources for situations which exceed the capacity of existing City
staff.
· Provide project based consulting and implementation support.
All five situations require highly qualified technical contract service personnel who perform
exceptionally well in their specialties.
In general, technical contract service personnel and consultants will work as members of project
teams staffed and directed by City employees and will serve as technical resources. In certain
instances, sub-projects may be contracted out.
1.4 Overview of Existing Systems
The City of Santa Ana utilizes a variety of hardware and software to support its business
functions. A summary of the City's information technology components to be supported under
any resulting agreement is as follows as of March 2007:
· Unisys V380 mainframe, operating in the Central Computer Center, which hosts the City's
financial system.
· About 140 Wintel servers supporting enterprise applications/services, local area networks
and various department-specific applications.
· Gigabit Ethernet fiber links through City Hall and connected annex.
· Switched Ethernet (10/100 Mbps) backbone in City Hall connecting City Hall LANs and
computer operating in the Central Computer Center.
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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/EIA/TIA and NEC standards, as well as BICSI design and installation methods for all
materials, installation, testing, configuration and documentation of the City telecommunications
infrastructure.
1.5 Services Being Sought
The City seeks Vendors to provide contract service personnel with specific technical skills to
perform assignments of varying length.
In response to requests from the Information Services Division, the Vendors shall:
a. Research their roster of employees and/or recruit for potential candidates.
b. Screen available candidates in order to match technical skills and work experience with
requirements of the City job assignments.
c. Confirm candidate qualifications including: technical skills, experience, work habits,
interpersonal skills, quality of work performed, reference checks, etc.
d. Confirm candidate availability for the City assignment.
e. Provide the Information Services Division with resumes of screened qualified candidates
(identifying skills, work experience, and education) and their charge (Le. bill) rates.
f. Upon the City's conditional acceptance of a candidate, conduct background checks (See
Section 6.1 for details).
g. After a candidate has been accepted but prior to beginning the engagement, inform the
candidate on the standard of conduct required of those working with the City and brief
the candidate on pertinent Vendor business procedures (e.g. time reporting, requesting
time off, employee benefits, etc.)
h. After an engagement starts, monitor their personnel/s' performance on a periOdic basis
to ensure their continuing fit with the City and the City's satisfaction.
L Provide Payrolling services which the City may request on a limited basis.
There is no guarantee as to the number of times a Vendor will be used or the dollar amount that
will be expended with them. It is expected that up to $2,000,000 for all services may be
expended during a fiscal year. (See Section 6.3)
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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.
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Table 1 .7.1 Potential Technical Specialties Sought (Note. List is not comprehensive)
Applications & Business/Application/ Telecommunications Computer & Networking
Development Services Project Consulting Services Services
Services
Systems Architect and Business Analyst (with City Telephone System Manager Technical Planning Manager
Engineer of Santa Ana and local
government experience)
Systems Analyst Project Management Telephone System Computer Operations
Consultant (for purchased Administrator (NEC system) System Engineer
package application project)
Programmer/Analyst (MS Project Management Telephone System Engineer Computer Operator (Unisys
Windows Visual Basic and Consultant (for software (NEC system) V-series mainframe)
SQL for c1ienUserver development project)
environment)
Programmer/Analyst System Evaluation & Telephone Installer (NEC Network Engineer (Cisco
(Oracle for clienUserver Selection Consultant system) environment)
environment)
Programmer/Analyst (ASP, Technology Consultant Voice System Programmer Network Security Engineer
JAVA, EJB for Web
environment)
Programmer/Analyst (MS Business Process Cabling Installer Network Specialist - LAN
Dot Net) Consultant Administrator
Database Manager/ Disaster Preparedness and Telecommunications System MS Exchange 2003 Engineer
Administrator (MS SQL Recovery Planning Consultant
Server. Oracle, etc.) Consultant
Database Technology Assessment Anti-Virus & Anti-SPAM
Adm in istrator/P rog rammer Consultant Services Administrator
(Oracle)
Software Documentation Work Flow Consultant Data Center Engineer (h/w:
Specialist HP servers, OS: Win 2003
server)
Document Imaging Re-Engineering Consultant Office Technology
Application Specialist Coordinator
Micro Support Technician
PC Hardware Repair
Technician
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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 consulting
services identified in the Proposer's overall technical services and consulting proposal.
In submitting proposals, Proposers are asked to keep copies of the price proposal
physically separate from the other elements of their proposal in order to
help the City conduct the technical portion of the City's evaluations without reference to price.
All other elements may be packaged as a single document at the discretion of the Proposer.
For the purpose of Phase Three of the evaluation process (See Section 3.3), price proposals
will be analyzed and compared based on pricing proposals in four areas:
· Proposed Percentage Markup
· Proposed Billing Rates for Benchmark Job Assignments
· Proposed Fixed Job Title/Consulting Services Rates
· Proposed Payrolling Percentage Markup
a. Proposed Percentage Markup
The Proposer identifies their proposed percentage "markup" over the base hourly
salary paid to the Proposer's personnel while on assignment with the City.
During the term of the Agreement, the percentage "markup" would be used in the
following formula to calculate the hourly billing amount for personnel engaged with the
City: The base hourly salary times (1+ percentage "markup") = hourly billing amount.
b. Proposed Billing Rates for Benchmark Job Assignments
In order to enable a fair "apple to apple" comparison of proposals, the City has identified
a set of benchmark technical specialties. These benchmark technical specialties are
listed in Table 2.3.1 below
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Table 2.3.1 Benchmark Technical Specialties
Applications & Business/Application/ Telecommunications Computer & Networking
Development Services Project Consulting Services Services
Services
Programmer - Visual Project Management Telephone system Network Engineer
Basic Consultant (for engineer for NEC (TCPIIP, IPX, Ethernet)
purchased package NEAX2400 PBX
application proiect)
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, SQL Engineer, Unisys V-series
Mainframe
Database Administrator! Micro Support Technician
Programmer, Oracle
Note: The City reserves the right to select Vendors independently so that the range and depth of potential
technical specialties is covered. (See Section 1.7)
A description with needed qualifications of each of the benchmark technical positions is
provided as Appendix C.
In each price proposal, the Proposer is asked to provide the average hourly billing rate
for each job title in the set of benchmark technical specialties. The average hourly
billing rate is being used for cost comparison purposes only.
During the term of the Agreement, the hourly billing amount for personnel engaged with
the City is equal to the hourly salary plus the application of the percentage markup.
A Proposer does NOT have to propose for every benchmark technical position; but only
for those that they wish to be considered for as the potential Vendor.
A single average hourly billing rate should be proposed. Ranges of rates, multiple
rates, etc. can NOT be CONSIDERED.
Any other related charges that a Proposer would bill the City must be identified and
explained.
c. Proposed Fixed Job Title/Consulting Services Rates
In lieu of proposing an average billing rate based on a percentage markup, fixed hourly
billing rate may be proposed.
Note that a fixed hourly billing rate may not be changed during the term of the
Agreement without the prior written approval of the Information Services Manager
In the cost proposal, the Proposer will be given the opportunity to offer a fixed hourly
billing rate for any job title or consulting service that they wish to be considered for as
the Vendor.
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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/skill level needed, etc.
c. The Vendor/s will conduct its search, match, and qualify process (including technical
assessment, personality assessment, reference checks, etc) to identify qualified
potential candidates.
d. The Vendor will provide the City's point-of-contact with resumes of qualified potential
candidates.
e. The Vendor will provide the City's agreement manager with the proposed bill rate for
each potential candidate.
f. In the event that none of the Vendors can identify qualified candidates within ten (10)
working days, the position may be filled from the open market.
g. From the candidates offered by Vendor/s, the City may elect to conduct a telephone or
in-person interview with one or more of the potential candidate/so The City's point-of-
contact will get in touch with the Vendor to work out the arrangements.
h. The City will select the candidate whose skills and experience best matches the City's
needs and who has the lowest total cost to the City.
I. When the City has identified a candidate that it wishes to engage and has notified the
Vendor, the Vendor will conduct background checks, confirm candidate availability,
interest in the engagement and acceptance of the terms & conditions of an engagement
with the City.
j. Once the Vendor has completed the checks and confirmations, the Vendor will notify the
City and final details can be worked out.
k. The City agreement manager will send a confirming electronic mail message to the
Vendor as final confirmation of the engagement.
I. After a candidate has been accepted but prior to beginning the engagement, the Vendor
will inform the candidate on the standard of conduct required of those working with the
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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 Vendor/s and the City.
6.1 Background Investigations
Unless exempted by the City's Information Services Manager, the Vendor will conduct a
background check on each candidate (after the candidate's conditional acceptance by the City
and prior to the start of any engagement with the City).
This will include an Orange County and State of California criminal check, driving record check,
and credit check (from all three of the major credit reporting services). Copies of the findings will
be provided to the City.
Contract service personnel and consultants on assignment with or in support of the Santa Ana
Police Department (SAP D) 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 complete
compliance with all parts and directions relating to these insurance requirements.
6.3 City Responsibilities
There is no guarantee as to the number of times an agency will be used or the dollar amount
that will be expended with them.
6,4 Cancellation
The agreement may be cancelled by either party with 30 days written notice.
6.5 Documents to Be Construed Together
The Request for Proposals, the Proposal, and all documents referred to in the complete
specifications and the Agreement to be entered into between the Vendor and the City, and all
modifications of said documents, shall be construed together as one document.
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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 (Le. two billing
periods per calendar month). Current billing periods are 1st through 15th and 16th through 31st of
the month. Invoices are submitted to reflect these billing periods.
As a basis for payment of invoices, temporary staff/consultants must provide the Vendor with a
timesheet for each billing period, signed by their City of Santa Ana supervisor. This timesheet
must show the project assignment/s during the billing period and hours worked for each project.
All invoices submitted for payment must show the breakdown of hours actually worked for each
individual according to their timesheets.
The City will pay invoices within 30 days after approval by the City Agreement administrator (Le.
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 hourly billing rate) for all hours
worked. (See Section 6.27 for related instructions on the City's work week and hours.) Overtime
will be considered as any time in excess of the City's scheduled work week. The City will pay
only for overtime authorized in advance by the City's Information Services Manager and then
only at a straight time rate.
The City does not pay temporary agency employees for holidays unless they are required to
work that day and their time has been prior approved by the City's Information Services
Manager and then only at a straight time rate.
The following are City Holidays:
New Year's Day
Martin Luther King Jr. Day
Presidents' Day
Memorial Day
Independence Day
Labor Day
Veterans Day
Thanksgiving Day (2 days)
Christmas Eve
Christmas Day
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6.14 Payrolling
Payrolling is not the general or common City practice.
If a Proposer elects to offer payrolling services for the City, the City will expect the Proposer to
offer such services without other terms and conditions.
6.15 Personnel Approval
The City of Santa Ana reserves the right to demand immediate removal and replacement of any
individual assigned under this agreement if, in the City's sole judgment, the person's performance
is unsatisfactory.
Vendor may otter a replacement for an unsatisfactory individual one time. If this replacement is
also unsatisfactory, replacement may be made by the next chosen Vendor under this Agreement.
The City reserves the right to dismiss any individual at any time and be liable for payment of
services only up to the time of the request for removal, and provided then only if services
rendered meet the minimum requirements of the City.
6.16 Prices
No increase in price (in terms of either the base rate paid to employee, the percentage of markup,
or the total cost to the City) will be allowed during the period covered by this agreement without
the City's concurrence and prior approval.
Adjustments shall be made to minimum wage that are mandated by State and Federal Law.
Prices quoted shall be exclusive of all non-applicable Federal and State Taxes
6.17 Proof of Authority
If the Proposer is a corporation, formal proof of the authority of the officer signing the Proposer's
proposal to bind the corporation must be submitted and will be required prior to the City's award
of the Agreement. A copy of the corporate resolution or minutes can be adequate proof, a simple
letter is not sufficient.
6.18 Reservations
The City reserves the right to reject any and all proposals and any item or items therein, and to
waive any non-conformity of proposals with this RFP, whether of a technical or substantive
nature, as the interest of the City may require.
The City reserves the right to negotiate, with temporary services agencies, prices for temporary
technical personnel and consultants not included within this agreement.
The City reserves the right to otter 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
agreemenUcontract, sample attached hereto as Appendix D. Proposers responding to this RFP
are strongly advised to review all the terms and conditions of the Agreement.
6.22 Taxes
Price bid shall include federal, state, local and other taxes.
6.23 Term of Agreement
The term of this agreement shall be for one (1) year. The City of Santa Ana reserves the right of
renewing this agreement for an additional four (4) one year periods, with the approval of the
City Manager, and without further City Council approval if the same prices, terms, and conditions
are acceptable to both parties.
This term is subject to final approval by the Santa Ana City Council.
6.24 Transportation and Parking
Parking at no charge will be made available to the Vendor's personnel while on assignment with
the City.
If a City vehicle is not available, the Vendor and/or its employees shall be responsible at their own
expense for providing transportation to and from specific job locations during the workday as
necessary.
Temporary employees on assignment with the City will be authorized by the Vendor and be
licensed to operate a City vehicle as necessary to perform their assignment.
6.25 Transition
The City has been using temporary technical contract service personnel and consulting services
since 1997. Under previous Vendor Agreements, it has engaged a number of such persons and
wishes to retain their services under any AgreemenUs resulting from this RFP. Selected Proposer
will be expected to employ these individuals under the Agreement with the City. The City is not
seeking any substitutes or alternative performers. The City will consider any exceptions to the
transition on a case-by-case basis. Under a transition, background checking will not be required.
6.26 Withdrawal of Proposal
Any requests to withdraw a proposal must be submitted in writing.
6.27 Work Week/Hours and Conditions
The official City workweek is a schedule of Monday through Friday (five days).
Contractor normal working hours are usually 8:00 a.m. to 5:00 P.M., Monday through Friday with
one (1) unpaid hour for lunch. (See Section 6.13 for related instructions on overtime and
holidays.)
Some assignments will require Vendor's personnel to work with City departments which operate
under alternative work schedules. Vendor's assigned personnel will be expected to adopt such
work schedules. Occasionally a part-time assignment is required for which a work schedule will
be identified in advance.
Work will be performed at City offices. Many City departments have operating locations
throughout the City. Vendor's personnel may expect to work at any or all of these locations as
needed by the assignment.
Temporary personnel will be required to follow the standard operating procedures of the
Information Services Division and any other special procedures of the internal City customers
being serviced during the engagement. The City will specify a time for the temporary employee's
arrival at the job location. Time will start upon the temporary employee's arrival at the job station
and end when they leave the job station at the end of the specified workday.
Appendix C-
Qualifications for Benchmark Technical Specialties
for use in conjunction with Price Proposal
Benchmark Technical Specialties
I Applications & Development Services Category
Programmer Analyst
Visual Basic.Net / C#/ASP/ASP.Net
Duties . Work as a member of a software project team on
c1ienUserver and Web applications using MS
technologies (VB, ASP, Visual Basic.Net, C#,
ASP.Net) and MS SQL Server/Oracle DBMS.
. Perform design, development, and production
support for suite of VB/SQL, ASP and. Net
applications
· Will code, integrate, and test programs within a pre-
defined standard methodology.
. Provide support and implement enhancements for
existing production systems
. Some RAD is possible.
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 SQL Development
. Minimum 2 years hands-on MS c1ienUserver and web
applications.
. 2 plus years Microsoft SQL Server Reporting
Services or Crystal Reports
· Knowledge of C# will be an added plus
. Work within agreed upon project timeframes and
methodologies
· Ability to effectively prioritize and multi-task
· Strong analytical, problem solving and issue
resolution skills
. Strong technical design skills
· Must have worked in a team environment and have
good interpersonal and communications skills.
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 Specialties
I Applications & Development Services Category
I
Web Developer
Duties . Reports to the Web team lead.
· Develop and implement a wide variety of Web sites to
meet Web needs for the City.
· Consults with Web Steering Committee, Webmaster, and
Web team lead to evaluate and define project
requirements and to assure quality control.
Education/Certification . Formal course work in Web development, MS SOL
Server and Web design preferred.
Work Experience/Skills/Knowledge/Abilities . Minimum 3 years working experience as a Web
developer in a medium to larger Web production
environment.
· Demonstrated ability in developing for the Web,
specifically HTML, DHTML, CSS, XML, XSL T and
JavaScript.
· Development experience with Macromedia
Dreamweaver, Fireworks, and Adobe Photoshop.
· Must be comfortable working with HTML source code
including but not limited to tables, layers and frames.
. Ability to create and edit HTML documents, image maps,
format text using HTML tags and style sheets,
inserUmodify all supported object types within the
Dreamweaver environment.
· Experience with templates and library elements to build
and update Web sites, including file creation,
defining/modifying editable regions, and understanding of
root-relative and document-relative pathing.
· Knowledge of various Dreamweaver shortcuts such as
history palette and command recording to automate
repetitive tasks.
· Familiarity with general Web development issues such as
browser/platform differences and incompatibilities.
· Ability to work under tight deadlines and budget
constraints. Good interpersonal skills and ability to
establish and maintain the Laboratory's and the Division's
corporate image and identity.
· Experience with Macromedia MX and Web forms.
. Experience with Contribute & Contribute publishing
services
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/computer screens.
· May have to undergo background investigation by Santa
Ana Police Department
Benchmark Technical Specialties
I Applications & Development Services Category
1
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 SQL 7 / 2000 / 2005.
· Formal course work in MS SQL Server and data base
administration a plus.
Work Experience/Skills/Knowledge/Abilities . 5+ years experience as a SQL Server Database
administrator, designing, tuning, archiving and
optimizing relational databases in a production SQL
7.0, 2000 and 2005 environment.
. 4 years as a lead SQL server 2000/2005 DBA is
preferred.
· Knowledge of data base management theory and
practice essential.
. Experience leading andlor 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 Specialties
I Applications & Development Services Category
Database Administrator - Oracle
Duties . Create, configure, manage and monitor Oracle 8i.x/9Lx
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 . Formal course work in Oracle preferred.
· Preferably a BS in computer science or related
engineering field.
Work Experience/Skills/Knowledge/Abilities . Minimum 6 years hands-on RDMS work including 3
years with Oracle database and tools.
· Experience with Oracle Database v8Lx/9Lx a must.
· Knowledge of Oracle SQL Developer (or like tool, Le.
TOAD, SQL Navigator), Oracle SQL*DBA and Oracle
SQL *Net.
· Must have ability to develop scripts and perform general
system maintenance tasks.
· Knowledge of all Oracle backup and recovery scenarios,
including knowledge and experience with RMAN.
· Experience in Oracle/OS performance tuning.
· Thorough knowledge of physical database design.
· Knowledge of DBMS theory and practice is essential.
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 systems essential.
. Knowledge of government accounting practices and
municipal government processes ideal.
· Skills in all phases of the application acquisition life
cycle needed.
· Ability to communicate both orally and in writing.
· Excellent interpersonal and team skills a must.
. Needs an "I'll do whatever it takes" attitude.
· Should have PC skills in word processing,
spreadsheet, and project management software.
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
modules.
. 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 development life
cycle needed.
. Ability to communicate both orally and in writing.
· Excellent interpersonal and team skills a must.
. Needs an "I'll do whatever it takes" attitude.
. 4 GL programming and relational data base design very
helpful.
· Client/server development experience a big plus.
· Should have PC skills in word processing, spreadsheet,
and project management software.
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 Specialties
I 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/Skills/Knowledge/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 cable standards and be able to adhere to the
standards with work practices.
. Ability to document completed assignments.
. Ability to work safely.
· Ability to interact in a team environment with
network engineering and with customers.
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 lift and move objects weighing up to 80
pounds.
· Ability to read printed documentation and
computerized test devices.
· Ability to recognize and respond to alarm sounds and
equipment generated signals.
· May have to undergo background investigation by
Santa Ana Police Department.
.
Benchmark Technical S ecialties
Computer & Networking Services Category
Network Engineer
(TCP/IP, IPX, Ethernet)
Duties . Responsible for configuring, controlling, tuning,
monitoring and troubleshooting all elements of the
LAN/WAN infrastructure including switches, routers,
firewalls, virtual private networking and leased
circuits.
. Utilizes software and hardware tools to identify
problems and factors affecting network performance.
· Provides recommendations on expanding networks
to meet new business needs.
Education/Certification . Formal training courses in networking, protocols,
device programming, etc. desirable.
· Vendor Certification by Cisco and/or Network
General highly desirable.
Work Experience/Skills/Knowledge/Abilities . Minimum 4 years hands-on network experience in a
multiple LAN and WAN environment.
. Experience with Cisco hardware and software in an
Ethernet environment using TCPIIP required.
. Experience with Network General and/or Fluke
protocol analysis tools desirable.
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 Specialties
I Computer & Networking Services Category
Local Area Network (LAN) Specialist-
Microsoft Windows XP/2000 Domains
Duties . Manage Windows XP/2000 client/server
environment.
. Manage user account, security policies, and email
accounts.
· Install and configure server hardware and software.
· Backup and restore data from various sources,
including user files, SQL and Exchange.
Education/Certification Formal training courses in Microsoft Windows
XP/2000/2003, Exchange Server, ISA are desirable.
Work Experience/Skills/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 leading
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.
. Ability to recognize and respond to alarm sounds and
equipment generated signals.
· May have to undergo background investigation by
Santa Ana Police Department.
..
Benchmark Technical Specialties
I Computer & Networking Services Category
Computer System Engineer,
Unisys V-series Mainframe
Duties . 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 lX51 00 using both
ODT commands and system utilities.
. Use TCl compiler on the V-Series and NAU editor on
the LX5100 to add or delete terminals, lines and
connection groups.
· Use system utilities on the V-Series and lX5100 to
configure the operating systems and perform warm
starts and cold starts.
. Use system utilities to monitor DMS II database
performance on the V-Series including statistics and
census data.
. Use the DASDl compiler on the V-Series to
reconfigure and recompile the DMS II databases.
· Maintain the CANDE user data file for authorized
terminals and users on the V-Series system.
· Maintain the CTC-Bridge Filesweep programs on the
V-Series and make changes to the COBOL source,
when necessary.
. Use the WFl compiler to generate batch-processing
jobs on the V-Series.
. Operate environment to production schedule.
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 DAT 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 Specialties
I 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 attitude 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
2
A-2007-146
Appendix A -Proposal Response Form
(Fill in this forrn or submit a separate response which addresses each item.)
.,...Proposal to Provide
Temporary Technical Contract Service Personnel
& Consulting Services
for the Ci of Santa Ana
Name of Proposing Firm: Telfords
1255 19 St
Proposers Principal Location: Hermosa Beach, CA 90254
Proposer's Location that will service the City: 1255 19 St
Hermosa Beach, CA 90254
Contact Name for Proposal: Linda K. LarSOn
Phone Number: 310-489-2571
Fax Number: 310-376-5561
email address ilarsonCatelfords.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}
Telfords is principally a consulting partnership that provides services to the publc_and
private sector in project management, svstems analvsis, system implementation, business
process reengineering and svstems development.
2. Short summary description of the ownership {ref. section 2.2.c}
Telfords is a partnership with principal ownership by Linda K. Larson
3. Description of the major service offered by the Proposer's firm {ref. section 2.2.c}
Telfords provides business svstems consulting, project management, svstems/process
definition and specification, design, facilitation and support. Also, temporary placement has
been provided for the development of Backup, Emergency and Disaster Recovery plans,
outsourcing studies, job /organization definition and proposal analvsis.
EXHIBIT A 2
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
Clty. (If company name or ownership has changed of the period cited, please note and explain.)
{ref. section 2.2.c}
Telfords has been in the consulting and temporary contract service business for over 15
ey ars.
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}
Telfords has been involved in the successful implementation of numerous business systems
including but not limited to Payroll (P2K) Utility Billing, Manufacturing, Accounting/Finance
and Planning and Customer Service. These systems have been a combination of vendor
systems and custom development. Telfords role in these implementations included Proiect
Management Specification Customization Vendor Management, Testing and training. In
addition Telfords has been the lead business process consultant for numerous process
improvements which resulted in significant cost savings and improved performance.
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}
Telfords' employes senior level personnel with proven track records. Recruitment includes
extensive reference checks. Client satisfaction is one of the top Performance Measures for
the Company and is specifically monitored by key partners. Ongoing training is provided in
order to keep Telfords' employees current with Technology and Business changes. Telfords
has extensive and recent experience in the public sector particularly in City government. _
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}
Telfords in willing and prepared to follow the terms and processes outlined in this RFP and
resulting agreement including all administrative and billing procedures of the City.
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}
Telfords has been in the business of providing consulting services for over 15 years and has
maintained long-term relationships with its clients. Telfords limits the engagements it takes
on in order to assure customer satisfaction and its ability to meet Proiect timelines and
deliverables.
9. Attach a sample (no more than three) of the style of resumes which your firm would provide
t0 CllentS. (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}
See attachment 1
10. Identify the types of technical specialties for which the Proposer provides temporary
placements or consulting services. {ref. section 2.2.n}
Complete the following tables for technical fields of interest to the City:
Field: Can your fine provide Can your firm provide Approximately how many
Applications 8 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
Services engaged over the past 4
years?
Systems Architect and N/A N!A N!A
Engineer
Systems Analyst N/A N/A N/A
Programmer/Analyst (MS N/A N/A N/A
Windows Visual Basic and
SQL for client/server
environment)
Programmer/Analyst N!A N/A N/A
(Oracle for client/server
environment)
Programmer/Analyst (ASP, N!A N/A N/A
JAVA, EJB for Web
environment)
Programmer/Analyst (MS N/A N/A N/A
Dot Net)
Database Manager/ N/A N!A N/A
Administrator (MS SQL
Server, Oracle, etc.)
Database N/A N/A N/A
Administrator/Programme r
(Oracle)
Software Documentation N/A N/A N/A
Specialist
Document Imaging N!A NIA N/A
Application Specialist
Field: Can your firm provide Can your firm provide Approximately how many
Business/ temporary technical consulting services in this individuals for each
Application/ contract personnel in this specialty and skill range? technical specialty has
P~OjeCt specialty and skill range? your firm placed or
Consulting Services engaged over the past 4
years?
Business Analyst (with City YES YES 1
of Santa Ana and local
government experience)
Project Management YES YES 3
Consultant (for purchased
package application
project)
Project Management YES YES 2
Consultant (for software
development project)
System Evaluation & YES YES 3
Selection Consultant
Technology Consultant YES YES 3
Business Process YES YES 2
Consultant
Disaster Preparedness and YES YES 2
Recovery Planning
Consultant
Technology Assessment YES YES 3
Consultant
Work Flow Consultant YES YES 2
Re-Engineering Consultant YES YES 2
Field: Can your firm provide Can your firm provide Approximately how many
Telecommunications temporary technical consulting services in this individuals for each
S@NIC@S 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 N/A N/A N/A
Manager
Telephone System N/A N/A N/A
Administrator (NEC system)
Telephone System N/A N/A N/A
Engineer (NEC system)
Telephone Installer (NEC N/A N/A N/A
system)
Voice System Programmer N/A N/A N/A
Cabling Installer N/A N/A N/A
Telecommunications N/A N/A N/A
System Consultant
Field: Can your firm provide Can your firm provide Approximately how many
Computer 8 temporary technical consulting services in this individuals for each
Networking Services contract personnel in this specialty and skill range? technical specialty has
d
specialty and skill range? or
your firm place
engaged over the past 4
years?
Technical Planning N/A N/A N/A
Manager
Computer Operations N/A N/A N/A
System Engineer
Computer Operator (Unisys N/A N/A N/A
V-series mainframe)
Network Engineer (Cisco N/A N/A N/A
environment)
Network Security Engineer N/A N/A N/A
Network Specialist -LAN N/A N/A N/A
Administrator
MS Exchange 2003 N!A NIA N/A
Engineer
Anti-Virus & Anti-SPAM N/A N/A N/A
Services Administrator
Data Center Engineer (h/w: N/A N/A N/A
HP servers, OS: Win 2003
server)
Office Technology N/A N/A N/A
Coordinator
Micro Support Technician N/A N/A N/A
PC Hardware Repair N/A N/A N/A
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.
Telfords has extensive experience in deliverin4 consulting services in the public sector
especially City government. In addition, Telfords has the capabiity to provide placement
within 24 hours on an emergency basis and provide immediate evaluations when needed.
12. Provide a description of Proposer's methods used to identify potential candidates.
{ref. section 2.2.j}
Telfords considers personal business references and proven experience to be the best
indicator of future performance. The assessment of actual groiects and analysis work
performed by potential candidates is performed in order to identify potential candidates
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}
A matrix matching previous work experience to the requirements of a City iob assignment is
used to determine a candidates qualifications prior to their being presented to the Citv
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}
Telfords performs extensive reference checks with lead executives and technical experts on
previous assignments as well as the review of previous work deliverables where
appropriate.
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}
Assignment calendars are continuously maintained indicating both firm and potential
commitments. Potential assignments are reviewed against committed assignments to
determine availability.
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 provide.
{ref. section 2.2.k}
Telfords consultants are exclusively at the senior consulting level with a minimum of 10
nears experience in a variety of environments and technologies in the public and private
sector.
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}
Training is made available as required to meet specific or anticipated needs of Telfords'
customers.
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}
Telfords monitors technology changes and provides opportunities for its consultants to study
these as required
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}
Telfords provides profit sharing with its employees.
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:
Name of Client Cit of Sunn vale
Location where work was erFormed Sunn vale Cit Hall
Knowled eable contact name Ma Bradle
Contact's title Director of Finance
Contact' email address mbradle ci.sunn ale.ca.us
Contact's hone number 408-730-7398
Approximate period during which the services
were rovided 2006 -present
Summary of temporary personnel and/or
consulting services provided with this
reference.
he e, uanti ,and duration of en a ements. Project Management for implementation of
P2K payroll system, process analysis
Reference Two:
Name of Client Cit of Sana Ana
Location where work was erformed Santa Ana
Knowled eable contact name Tom Ger en
Contact's title Mana er Information Services
Contact' email address ter en c1.santa-ana.ca.us
Contact's hone number 714-392-7421
Approximate period during which the services
were rovided 1997 -present
Summary of temporary personnel and/or
consulting services provided with this
reference.
he e, uanti ,and duration of en a ements. Business process consulting, project
management consulting, special studies
including disaster recovery and outsourcing
Reference Three:
Name of Client NHRA
Location where work was erformed Glendora
Knowled eable contact name Tom Com ton
Contact's title President
Contact' email address tcom ton nnra.com
Contact's hone number 626 893-6296
Approximate period during which the services
were rovided 1993-2000
Summary of temporary personnel and/or
consulting services provided with this
reference.
[The type, quantity, and duration of engagements. Project management consulting for purchased
applications, project management consultant
for software development, business process
consulting and interim assignment as
Information S stems Director
Attachment 1 -SAMPLE RESUME
Project Management Consultant
Significant Project Experience -Purchased Package Applications
Project: P2K Payroll Implementation
Project Description:
Took over project management for the implementation of the P2K payroll
system which was years behind original schedule. This assignment was taken
on with ashort-term and fixed "go live" date which could not be altered. The
challenge was to bring a team together that had been floundering and had
multiple personnel changes as well as to work with the original in-house project
manager. This project also involves the coordination of multiple departments
who historically had a strained working relationship.
Bud e~ th/Project Team Size:
3 months, currently in clean-up phase and definition of phase 2, Project team of
6 plus vendor
Project Outcome:
Successful implementation on "go live" date. Additional phases of the project
are currently being defined.
Project: MANBASE Implementation
Proiect Description:
Project Management for the implementation of the MANBSE System fora 40
Million Dollar Company. This project included the definition and management
of vendor enhancements, the coordination of table setups, testing and training.
This was a multiple site, multiple state implementation.
Bud eg t/Length/Project Team Size
1M, 2 years, Project team of 10 plus 3 vendors.
Project Outcome:
Successful implementation of schedule and within budget
Project: OASSIS
Project Description:
Shop floor control and finite capacity scheduling system. This project involved
the customization and integration of multiple vendor products. Customization
was performed both internally and by the vendors. Project team consisted of
technical performers and contract vendors.
Bud eg t/Length/Project Team Size:
12M, 2 years, 30 internal - 2 vendors
Project Outcome:
Successful implementation of phases I and II of project. Additional phases were
stretched out to reflect new funding limitations.
Note: above resume would contain information from 4 - 8 specific projects in the fomr
indicated above.
-
.
EXHIBIT B
VENDOR'S COST PROPOSAL
C o'er--~-
A-2007-146
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 City of Santa Ana
Name of proposing firm: Telfords
6.1 Proposed Percentage Markup
Identify the proposed percentage "markup" over the base hourly salary paid to the Proposer `s
employee while on assignment with the City {ref. section 2.3.a}.
ease Hourly salary times (1 + 20% ) =hourly billing amount
percentage markup
(fil!-in above)
B.2 Proposed Billing Rates for Benchmark Job Assignments
For each of the benchmark job assignments under the technical fields of interest to the City as
listed in Table 2.3.1 ,provide the Proposer's average hourly billing rate [base hourly salary +
percentage markup] and any other related charges {ref. section 2.3.b}.
See Appendix C for the Qualifications for Benchmark Technical Specialties.
," rr~
EXHIBIT g
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 N/A N/A
Web Developer N/A N/A
Lead Database Administrator, SQL N/A N/A
Database Administrator/ Programmer, N/A N/A
Oracle
Field: average hourly billing rate other related charges
Business/Applicatlon/Project (avg base hourly salary + % markup] (include explanation)
Consulting Services
Project Management Consultant (for $I 10 None
purchased package application
project)
Project Management Consultant (for $110 None
software development project)
Field: average hourly billing rate other related charges
Telecommunications Services (avg base hourly salary + % markup] (include explanation)
Telephone Systems for NEC N/A N/A
NEAX2400 PBX
Cabling Installer N/A N/A
Field: average hourly billing rate other related charges
Computer & Networking (avg base hourly salary + % markup] (include explanation)
$ervlCeS
Network Engineer N/A N/A
(TCP/IP, IPX, Ethernet)
Local Area Network (LAN) Specialist - N/A N/A
Microsoft Windows NT/2000 Domains
Computer System Engineer, Unisys N/A N/A
V-series Mainframe
Micro Support Technician N/A N/A
6.3 Proposed Fixed Job Title/Consulting Services Rates
In lieu of proposing a billing rate based on a percentage markup, fixed hourly billing rate may be
proposed. Note that a fixed billing rate may not be changed during the term of the Agreement
without the prior written approval of the Information Services Manager.
Provide a description to the Job Title and/or Consulting Services to allow the City to understand
and compare what is being proposed.
{ref. Section 2.3.c}
Fill-in the following table:
Job Title or Consulting Service
[Provide a description as necessary]
N/A fixed hourly billing rate
N/A other related charges
(include explanation)
N/A
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}, provide:
Payrolling percentage markup other related charges
(include explanation
N/A N/A
...
EXHIBIT C
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
# relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 9270 I; its officers,
employees, agents, volunteers and representatives are named as additional insureds ("additional insureds")
with regard to liability and defense of suits arising from the operations and uses performed by or on behalf
of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on behalf of
the named insured, such insurance as is afforded by this policy is primary and is not additional to or
contributing with any other insurance carried by or for the benefit of the additional insureds.
3. This insurance applies separately to each insured against whom claim is made or suit is
brought except with respect to the company's limits ofliability. 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 ifnot 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 9270 I.
(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
,.
--1~d!> :fI\~~~
Page 1 of 1
Kelly, Lynda
From: Sheedy, Laura
Sent: Wednesday, March 01,20062:21 PM
To: Gergen, Tom
Cc: Kelly, Lynda
Subject: Telfords
Tom
Confirming our conversation this afternoon, due to the nature of the services provided by Telfords, no general
liability nor auto insurance is required under this Agreement.
The City must enforce the Workers Compensation requirement if Telfords has any employees subject to Workers
Compo If they have no such employees, please ask the company to execute the attached Workers Compensation
declaration, and return it to the City to retain in our files.
If you have any questions about this insurance, please give me a call.
Thank you
Laura Sheedy
5/9/2007
-, ,
.
WORKERS' COMPENSATION n~CLARATION
I L., ;:qq. 1 ~~icl0 hereby affmn under penalty of petjury, the
. (NameIJ'itle). '
following declaration: .
I certify on behalf' of ~ e..l~
(I (OiJani;oltjon Naml:l)'
contraCt with the 1.. t'\.o:kvrrc.{; Y"l, Jf rv I (.(?,J
that during the term of my ,
, City of Santa Ana, I will not
employ any person in any manner so as to become subject to the workers' coxnpensation
, '
laws of Californiat and agree :that if! should become subject to the workers'
compensation provisions ~fS~tion 3700 of the Lah?r Code, I shall forthwith comply
with those provisions. .
DATE: ,-:7/j/tJ6
TeJ;;~
By:;;imlt> K ~
Name: L,rd-w K LcNuJ
Title:p-bt!-.
Telephone: :SID ,c/ ;y <7 Ol S) I
W ARNINO: FAILURE to SECURE WORKERS' COMPENSATION COVERAGE IS
UNLAWFUL, AND SHALL SUB.TECT AN EMPLOYER TO cRIMINAL PENALTIES
AND CIVIL FINES VI? TO ONE HUNDRED THOUSAND DOLLARS ($1'00,000). IN '
ADDITION TO THE COST OF COMPENSATION, DAMAGES AS PROVIDED FOR
IN SECTION 3706 OF THE LABOR CODE, INTEREST. AND ~TTORNEY~.S FEES.