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HomeMy WebLinkAbout25A - AGMT - PD SOFTWARE SYSREQUEST FOR COUNCIL ACTION Ar fc•I•laKA10Ji14411 lei TV i4 JUNE 7, 2016 TITLE: AGREEMENT WITH WINBOURNE CONSULTING FOR PROJECT MANAGEMENT SERVICES FOR THE POLICE DEPARTMENT'S INTEGRATED SOFTWARE SYSTEM (STRATEGIC PLAN NO. 1, 2A) �t CITY MANA RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: APPROVED As Recommended ❑ As Amended [] Ordinance on 16' Reading ❑ Ordinance on 2 "d Reading 71 Implementing Resolution Ll Set Public Hearing For CONTINUED TO FILE NUMBER Authorize the City Manager and Clerk of the Council to execute an agreement with Winbourne Consulting to provide project management services for the implementation of the TriTech integrated software system for the Police Department, for the period of April 16, 2016 through April 16, 2018, in an amount not to exceed $150,512, with a contingency of $9,488 for a total agreement amount of $160,000, subject to non - substantive changes approved by the City Manager and City Attorney. DISCUSSION In 2015, the Police Department had two major technology initiatives progressing concurrently: (1) the replacement of the Department's aged fleet of Mobile Data Computers (MDCs) and (2) the selection and purchase of an integrated software system. The City released a Request for Proposals (RFP) for a consultant to assist with the selection, configuration, and installation of new MDCs; however, no responses were received. Thereafter, the Police Department continued searching for a qualified consultant by polling other local police agencies for recommendations as well as interviewing several consultants who had either previously worked with the City or were recommended by other sources. At the end of this process, Winbourne Consulting was the only vendor identified as having the specialized experience and knowledge needed for implementing MDCs in a law enforcement environment. Police Department solicited a formal proposal from Winbourne to assist with the MDC project. At this point, TriTech Software Systems had been selected for the integrated software system. The integrated software system project was discussed in depth with Windbourne, as that project has a significant impact on the MDC project. Winbourne informed staff that the consultant who would be assigned to the MDC project was also experienced in implementing integrated software systems, specifically TriTech's system. Therefore, the Police Department decided to expand 25A -1 Agreement with Winbourne Consulting June 7, 2016 Page 2 Windbourne's scope of work to include the initial phase of the integrated software project as well as the MDC project. On January 7, 2016, the City entered into a professional services agreement with Winbourne for initial management on both of projects. By the conclusion of the initial phase of the TriTech integrated software project, it was evident that the consultant made many valuable contributions and had become an integral part of the City's team. The consultant assisted with organizing the project team, set tracking systems in place, facilitated communication with TriTech, helped manage the project schedule, documented team findings and items from meetings, and kept the project on track. In addition, the consultant's knowledge, contacts with user community, and previous exposure to TriTech projects provided the Police Department with proficient project management. Given these factors, the Police Department requested that Winbourne provide a new proposal for project management services that would include the remainder of the TriTech integrated software project. This proposal and corresponding professional services agreement (Exhibit 1) is for a fixed -price of $150,512 to be billed on a quarterly basis for a term of 21 months, plus a contingency of $9,488 to be used for unanticipated services at the City's sole discretion, for a total agreement amount of $160,000. STRATEGIC PLAN ALIGNMENT Approval of this item allows the City to meet Goal #1 - Community Safety, Objective #2, (Broaden communications, information sharing and community awareness of public safety activities), Strategy A (Purchase and implement a new integrated software system for the Police Department to improve productivity and increase efficiencies and transparency). FISCAL IMPACT Funds in the amount of $160,000, which include a contract contingency of $9,488 are available in the Police Department's Criminal Activity - DOJ contract services account (no. 02614450 62300) and will be disbursed as follows: FY 2015 -16 $ 14,334 FY 2016 -17 $ 86,007 FY 2017 -18 59,659 Total $ 160,000 25A -2 Agreement with June 7, 2016 Page 3 Winbourne Consulting az_- Z Rojas Chief of Police Santa Ana Police Department Exhibit: 1. Agreement APPROVED AS TO FUNDS AND ACCOUNTS: Francisco Gutierrez Executive Director Finance & Mgt. Services Agency 25A -3 25A -4 CONSULTANT AGREEMENT THIS AGREEMENT is made and entered into this 16«' day of April, 2016 by and between Winbourne Consulting, LLC., a Delaware limited liability corporation, (hereinafter "Consultant "), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter "City "). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of Public Safety Systems Project Management. Specifically, the City's Police Department desires a consultant to oversee project management and implementation of the integrated software project involving Tri Tech computer -aided dispatch ( "CAD ") and records management system ( "RMS ") software. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform those services as set forth in Exhibit A to this Agreement which include project management of the integrated software program as result of the City's agreement with Tri Tech for new CAD and RMS software systems. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services $150;512 as outlined in the attached Exhibit A. A contingency of $9;488 shall be available, at the discretion of the Chief of Police, for services that are currently not anticipated, but may be required to complete those services as set forth in Exhibit A. The total sum to be expended under this Agreement shall not exceed $160,000 during the term of this Agreement. b. Payment by City shall be made within forty -five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. TERM This Agreement shall commence on the date first written above and terminate upon exhaustion of all of the fluids or April 16, 2018 whichever occurs first. The Agreement may also be terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended upon a writing executed by the City Manager and the City Attorney. 25A -5 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire tern of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer - employee relationship, a joint venture relationship, or to allow the City to exercise. discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non - exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ( "Documents & Data "). Consultant shall require all subcontractors to agree in writing that City is granted a non - exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in anyway in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, vohmteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising fiom bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Consultant shall supply City with a fully executed additional insured endorsement in substantially the form attached hereto as Exhibit B upon execution of this Agreement. b. Cyber Liability Insurance with a combined single limit of not less than $1,000,000 per occurrence. c. 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. 25d -6 d. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self - insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. e. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. f The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in fill force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. g. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's Services are subject to Civil Code Section 25A -7 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willfid misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable, Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and /or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically; or by other means. Confidential information disclosed to either party by any subsidiary and /or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11, CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 25A -8 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: 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 Facsimile 714- 647 -6956 With courtesy copies to: And To Consultant: Chief of Police City of Santa Ana 60 Civic Center Plaza (M -96) P.O. Box 1988 Santa Ana, California 92702 Facsimile 714- 245 -8007 City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P.O. Box 1988 Santa Ana, California 92702 Facsimile 714- 647 -6515 Winbourne Consulting, LLC. 1611 North Dent Street, Suite 802 Arlington, Virginia 22209 Facsimile (703) 935 -1147 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above, If sent by fax, communication shall be effective or deemed to have been given twenty -four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 25A -9 13. BACKGROUND CHECK Consultant and its employees, contractors, and officers having access to the Santa Ana Police Department will be required to undergo a comprehensive background check prior to starting work under this Agreement. City reserves the right to reject the proposed on -site consultant if that person fails to pass a background inspection and /or to deny access to Consultant if any of Consultant's employees, contractors, and /or officers fail a background check. 14. ACCESS TO THE SANTA ANA POLICE DEPARTMENT Consultant's employees, contractors and officers with access to the Santa Ana Police Department will abide by all rules and regulations regarding use of the facility at all times. Any security access card given to Consultant for purposes of this Agreement will remain the property of the City of Santa Ana and will returned at the end of this Agreement or at any time during this Agreement when requested by City. Consultant will not allow access to the Santa Ana Police Department to any persons without approval of the City. 15. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties, In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 16. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 17, TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Police Chief may require Consultant 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 Consultant consents to the City's use thereof for such purposes as the City deems appropriate. 25A -10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 18. NON DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 19. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 20. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 21. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. Signature Page to Follow 25A -11 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: MARIA D. HUIZAR Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: 4 . <rtA Laura A. Rossini Senior Assistant City Attorney RECOMMENDED FOR APPROVAL: CARLOS ROJAS Chief of Police CITY OF SANTA ANA DAVID CAVAZOS City Manager WILBOURNE CONSULTING, LLC. (NAME) (TITLE) Tax ID# 25A -12 EXHIBIT Proposal to City of J Mobile Data Computer Upgrade Project March 31, 2016 25A -13 WIgBOURNE NSULTUNG, LLC Arlington, VA 22201) I� 0" 5 �4 50 f) 10 11 93 a 114'! GXHI13[T A March 31, 2016 James Schnabl Deputy Chief City of Santa Ana Police Department 60 Civic Center Plaza Santa Ana, CA 52701 Reference: City of Santa Ana police Department CAD and RMS Replacement Project Management Consulting Services. Chief Schnabl: Winbourne Consulting, LLC is pleased to provide the Santa Ana Police Department ( "SAPD ") this quote to provide consulting and project management services to assist in the implementation of SAPD's, Computer Aided Dispatch, Records Management and Jail Management systems by TriTech Software Systems, Winbourne Consulting has provided similar consulting services to many agencies across the United States. Our services extend beyond providing a locally assigned project manager; we also have an array of specialists to provide SAPD assistance in performing technical evaluations and developing recommendations to ensure that the project is successful. We are capable of fully supporting all the required project tasks including meetings with stakeholders to determine and clarify requirements and specifications. Our focus will be based on maximizing SAPD's current infrastructure to minimize overall project costs, while completing research and making recommendation on solutions to enhance the overall performance of the new system being implemented by TriTech. We look forward to the opportunity to work with SAPD and its multiple stakeholders on this critical operations project. Please feel free to contact me, for any questions regarding our proposal, My contact information is: Andrew Reece, President, Winbourne Consulting, 1611 North Kent Street, Suite 802, Rosslyn, VA 22209, telephone 202 210 9260, e -maih areece @w- Ilc.com. Sincerely, Andrew G. Reece President (SOURNI k CONSuu t,4c, LLC 25A -14 EXHIBIT A 1,0 Corporate Background ................................................................. ..............................1 2.0 Key Personnel Resume ................................................................. ............................... 3 3.0 Project Tasks and Delt verables ..................................................... ............................... B 3.1 Proposed Project Tasks & Associated Deliverables ...................................... ..............................8 3.2 Fee Structure .............................................................................................. ..............................9 wNBOURNE CONSULTING. LLC: 25A -15 iii EXHIBIT A 1.0 Corporate Background Winbourne Consulting, LLC, has an unsurpassed depth of experience and knowledge of Public Safety systems, operations, and facilities based on our work in many of the nation's largest and most complex jurisdictions, Winbourne Consulting has served nearly 120 public entities in our 10 years of business, and has worked with governments in states across the country, as well as internationally In Eastern Europe, the Middle East and Asia. We have worked with many of the largest public safety agencies In the United States, In these engagements, we have performed public safety Information Technology and radio communications systems design, procurement, and implementations, strategic assessments, feasibility studies, staffing studies, organizational assessments, consolidation planning and implementation, and facility requirements for 9 -1 -1 and emergency operations centers. Our relevant client jurisdictions include Kane County, IL and New Haven CT. In addition, we have provided communications consulting services for Ukraine 112 Project, and the Kurdistan Emergency Communications Upgrade Project, reviewed communications systems, assessed current status of system including usage and maintenance; and developed strategic plans for future systems for San Antonio, Texas, managed the network and communications infrastructure design for a new PSAP for Raleigh, North Carolina, and the Hashemite Kingdom of Jordan, where we coordinated all communications related issues for new 911 center. Previous and current public safety epents Include Arlington Cotni?y. VA, New Pork City, Boston, Poi +fax, 6A, Miami -Dade Couruy, FL, Charlotte, NC, Washi nglon, DC, San Antonio, TX as well as smaller Jurisdictions including New Haven, CT Kane (70(07ty, CL, Peoria, AZ, Chesapeake, GA, and Pembroke Pines, PZ. For these projects, we have provided our clients with PMI PMBOK -based project management services to ensure the on -time and on- budget delivery of project deliverables and project documents. Winbourne Consulting is an active participant in the 9 -1 -1 industry and its related associations. We see this as an integral part of our ability to serve the industry and our clients in a competent, effective manner, We have relations with firms and associations with research and development resources that can be brought to bear to supplement our own capabilities. We are active members of the National Emergency Number Association (NENA) and Association of Professional Communication Officials (APCO), the International Computer -Aided Dispatch (CAD) Consortium, the International Association of Chiefs' of Police (IACP) and the Law C NSULFING,, LLC 25A -16 EXHIBIT A Enforcement Executive Development Association (LEEDA). We also are members of the 9 -1 -1 Industry Alliance, the Project Management Institute (PMI), and the UpTime Institute, and are also a NENA Next Generation 9 -1.1 (NG9 -1 -1) partner company, The conferences and meetings we attend with industry leaders allow us to maintain currency with all industry - related legislation and initiatives, new product offerings, and provide Input into 9 -1 -1 operations and technology policies and plans. We have successfully worked on all aspects of public safety and emergency management Information systems, to include RMS, CAD, Mobile, Field Reporting, radio, and GIS /AVL /Mapping, imaging, scheduling, analytics, video, networking and telephony systems design, procurement, and implementation. Additionally, we have provided design and integration services for major public safety and emergency management command centers. In many of our projects, we have assisted our clients in performing "As- Is" and "To -Be" needs assessments of their PS IT infrastructure, organization, and resources, as well as developed integrated models for IT management and governance based on the agencies' strategic vision and goals. Winbourne Consulting's business vision and philosophy are based on the following concept: Achieving a high level of customer satisfaction through providing professional, leading edge, timely and cost effective service to our public safety clients in order to enhance the First Responder's ability to effectively and safely respond to calls for help from the community. Our firm has undertaken specific internal measures in order to reinforce our ability to continuously improve our level of services. These steps have included attaining our registration for quality services as an ISO 9000 -2008 firm, This registration opens our firm to semi - annual external audits of our internal procedures and metrics in order to constantly focus on enhancing the quality of services through improved and streamlined internal procedures. We have coupled this effort with funding our staff to obtain three key certifications — Project Management Professional (PMP), Emergency Number Professional (ENP), and Information Technology Infrastructure Library (ITIL). Furthermore, we have participated in a wide range of public safety - related professional organizations to enhance our understanding of the most current thinking on technology, communication, operational and financial issues confronting our industry. Our structure adheres to a flat, matrix -based approach to overall management and communications with the firm. A management committee manages the firm on an ongoing basis with three business units: 9 -1 -1 Services, Mission Critical Facilities, and Federal Services. W I NBOURNE CQNSULTiJGF LiC 25A -17 EXHIBIT A 2.0 Key Personnel Resume Andrew Reece is our proposed Engagement Executive, providing corporate oversight and Quality Assurance. Robert Waldon is our proposed Project Manager and has significant knowledge of mobile data computer systems. Mr. Waldon resides in Orange County and will be available to execute the project forthwith and will remain very accessible. Proposed Staff' Member and Role Responsibilities Andrew Reece Engagement Executive Deliverable Quality Assurance Project Manager o Subject Matter Expert Robert Waldon .' sOW Development •' Vendor Negotiations Support s Project Execution and Implementation Andrew G. Reece, Pi ITIL Summary of Experience Mr, Reece has over 20 years of experience in managing the improvement of Government operations. He specializes in strategic planning, business process design, business process improvement, and organizational design and realignment, Specifically, he has a broad knowledge of Government operations, including finance and budget, technology and systems, and their impact on business process and organization structure. He has worked extensively over the past 10 years planning and implementing complex information technology (IT), network, and communications systems. Highlights include; + Executive management responsibility for over S40 million in public safety IT projects. + Extensive experience with the design, procurement, configuration, and implementation of numerous public safety IT applications and projects. • Program and project management experience for a wide array of public safety applications. Related Project Experience Winbourne Consulting (Formerly Winbourne and Costas, Inc.) 2001 -2011, President, 2011 to Present, Vice President, 2001 to 2011 • Arlington County, VA — Public Safety Information'rechnology Strategic Plan — Project Manager • Pembroke Pines, Fl.— Public Safety Emergency Communications Consolidation Feasibility Project — Project Manager • Kingdom of Jordan - CAD /Public Safety System Replacement Project — Project Manager W M OURNE' CONISULTING, LLC 25A -18 EX;LIIBTr A • Fairfax County, VA— Department of Information Technology, Public Safety Integrated CAD /RM5 Implementation Project — Program Manager • U.S. Department of State (DOS) — Kingdom of Jordan Crisis Management and Emergency Resource Project — Project Manager • City of Mesa, AZ - Public Safety Information Technology Strategic Plan Project - Engagement Executive • City of Virginia Beach, VA - CAD /RMS Replacement Project — Engagement Executive • Prince William County, VA — Department of Public Safety Communications CAD /RMS /Mobile /Field Reporting Replacement Project — Engagement Executive • Peoria, AZ Police Department --CAD /RMS /Mobile /Field Reporting Replacement — Engagement Executive • Montgomery County, MID — Fire and Rescue Department Dispatch Operations Analysis — Engagement Executive • Fairfax County, VA— Fire and Rescue Department Electronic Patient Care Replacement Project— Engagement Executive • National Capital Region CAD to CAD Data Exchange Hub Project — Engagement Executive • Kurdistan Iraq /United Nations Office of Project Services (UNOPS) — EMS Dispatch System Project— Engagement Executive • Ada County, ID - CAD /Mobile Replacement— Engagement Executive • State of Arizona Department of Public Safety — Message Switch Replacement Project — Engagement Executive • DeKalb County, GA — CAD /Mobile Replacement Project — Engagement Executive District of Columbia Office of Property Management, Chief of Staff -1998— 2001 District of Columbia Financial Authority, Assistant Chief Management Officer -1995 —1998 Assistant to the Vice President for Academic Affairs, Howard University, — 1991 -1995 CREDENTIALS • Information Technology Infrastructure Library (ITIL°) v3 Foundation Certification —2012 + Project Management Institute (PMI) PMP Certification — 2008 PROFESSIONAL ORGANIZATIONS Association of Public Safety Communications Officials (APCO) —I ntern a tion a I — Current National Emergency Number Association (NENA) — Current International Association of Chiefs of Police (IACP) — Current TRAINING COURSES • User and System Requirements for Successful Software Development -2011 • Software Quality Assurance: Delivering Consistent Quality— 2011 EDUCATION • University of North Carolina, M.A., Geographical Information Systems —1994 • University of Miami, B.A., Geography, English —1989 W CONSULTING, LLC 25A -19 4 EXHIBIT A Summary of Experience: Extensive experience and knowledge in public safety communications, 911 center operations and planning, law enforcement, land mobile radio communications, electronic engineering technology, crisis management, emergency response, spectrum management and FCC regulatory Issues, radio communications and interoperabillty, supervision and project management. Robert A Waldon Jr., Senior Consultant, Winbourne Consulting, LLC Summary of Experience iMr. Waldon has spent 25 years in public safety originally functioning as a firefighter paramedic in the Los Angeles and Orange County area and as a project manager managing the implementation and integration of CAD and RMS systems along with their ancillary interfaces since 1992. Specifically, he has a broad knowledge of field and communication center operations of both fire and law enforcement, and has been involved with the implementation of complex multi- agency systems throughout the US. Highlights Include: • Program Management of multiple project managers for multi- agency systems. Including functioning as the PMO Directorfor a Tier 1 CAD and RMS company based in San Diego, CA. • Specializes in project team development and methodical approaches to complicated systems with project teams of little to no project management, or IT implementation experiences. • Extensive experience with the development and implementation of public safety system to include CAD, E911, Fire and Police RMS systems, Mobile System, AVL, EPCR, Radio System, CAD to CAD, Booking and Jail Systems, Inventory Management, Training and Scheduling Systems, and CLETS and CIS databases. Related Project Experience Public Safety Systems Project Management, 1992 to Present Winbourne Consulting, LLC, Alexandria, Virginia Consulting engagement for public safety technology solutions including CAD, RMS, FBR, E9 -1- 1 telephony and other public safety support technologies. Target Solutions, San Diego, California Consulthtg engagement for the procurement of an Electronic Patient Care Reporting (EPCR) softwaresystem. Valuation of functionality and system design and architecture. Motorola, San Diego, California Responsible for managing Public Safety Software projects within constraints of scope, quality, time, and cost, to deliver specified requirements and meet customer satisfaction. Specifically WIC�BOURNE' NsuITtttG, LLC 25A -20 EXHIBIT A hired to manage a complex RMS integration project with the San Diego County, CA Sheriff's Department. San Diego, CA, San Diego Sheriff's Department - Development and Implementation of a Mutli- Agency, Multi - Discipline RMS System, TriTeeh Software System, San Diego, California: Responsible for overall direction of Project Management Office (PMO) providing services to the organizations portfolio of projects such as; guidelines, planning, scheduling, estimating, costing, and risk assessment as well as functioning as a Project Manager responsible for managing multiple Multi- Agency CAD Implementation project within constraints of scope, quality, time, and cost, to deliver specified requirements and meet customer satisfaction. • Bay Medical Center, FL — EMS CAD and Mobile System with associated interface. • Clark County, NV— Combined Communication Center CAD and Mobile System with associated interfaces. • County of Fresno, CA - EMS CAD and Mobile System with associated interface. • City of Denver, CO -- Combined Communication Center CAD and Mobile for Police, Fire and EMS. • Santa Ana, CA-- Fire CAD with associated interfaces • Santa Barbara, CA— Police CAD and RMS. • San Luis Obispo County Sheriff, CA - — Police CAD and RMS with associated interface. • Southwest Ambulance of Las Vegas, NV - EMS CAD and Mobile System with associated interfaces. • El Paso & Teller Counties, CO — Multi Agency CAD and Mobile systems for Police, Fire and EMS, including multi- agency CAD interfaces to each agency. • City of Plano, TX- Combined Communication Center CAD and Mobile for Police and Fire with associated interfaces. American Medical Response, Southern California: Consolidation of communications centers, development and implementation of CAD and Mobile Systems and ancillary interfaces to secondary agencies and billing systems, Projects include: • AMR San Diego, CA, System Status Plan Development and CAD Implementation. • AMR Los Angeles & Orange Counties, CA, System Status Plan Development and CAD Implementation. • AMR Ventura, CA System Status Plan Development and CAD Implementation. • AMR Riverside, CA System Status Plan Development and CAD Implementation. W JIIBOURNtE- CONSUiTtitrG, LLC 25A -21 EXHIBIT A Related Public Safety Experience Firefighter, Paramedic, Communication Center Manager Orange County Fire Authority, Orange County, CA, 1993 — 2001 Paid Call Firefighter /Driver Operator /Company Officer /Associate Instructor Served community of Orange County as a Paid Call Firefighter. American Medical Response, Los Angeles, CA, 1994 —1999 Communications Manager /System Staters Manager Responsible for managing and coordinating daily operations for a large communications center consisting of a regional call center and dispatch center with a call volume exceeding 2000 calls per day. American Medical Response, Los Angeles, CA, 1993 —1999 Computer Aided Technology /Systems Administrator Crippen Ambulance Company, Covina, CA, 1992 —1993 Paramedic Encinitas Fire Department, Encinitas, CA, 1989 —1991 Reserve Fite Fighter Anaheim Fire Department, Anaheim, CA, 1989 — 1991 Reserve Fire Inspector Superior Ambulance, Santa Ana, CA, 1987 -1991 Emergency Medical Technician, Part Time Dispatcher. 11111IMNSCONI • Project Management Completion of over 20,000 hours of experience managing the implementation of Public Safety Systems for Fire, Police and EMS Agencies. Completion of the Project Management Institutes Core Competencies in excess of 100 hours. • PCF Fire Ground Off icerAcademy, Orange County Fire Authority, Orange County, CA, 1997. • Driver Operator Academy #21, Orange County Fire Authority, Orange County, 1997 • PCF Fire Fighter Academy #23, Orange County Fire Authority, Orange County, 1995 • AS Degree in Emergency Medical Services, Paramedic School Class 412, Mt. San Antonio College, 1991 • AS Degree in Fire Technology, 74th Basic Fire Fighter 1 Academy, Rancho Santiago College, 1988 W,BOUP,NF' 01ASULTING, ILC 25A -22 EXII]i A 3.0 Project Tasks and Deliverables 3.1 Proposed Project Tasks & Associated Deliverables Our proposed tasks to complete the project are as follows: 1. Project Management: Provide overall project management services of the CAD and RMS replacement project to include the following: a. Provide overall direction of project team, b. Conduct weekly status meetings, as necessary, c. Complete weekly status reports to project team, d. Complete oversight of contractual compliance of TriTech Software Systems, e. Attend all project status meetings, f. Complete review of current state of project, g. Develop Master Project Schedule based on defined deliverables, I. Include tasks and deliverables associated with mobile hardware upgrade, h. Integrate SAPD objectives non - related to TriTech deliverables, I. Provide guidance in soliciting and managing third party vendors for completion of project tasks, Le., software developer for custom interfaces to SAPD ancillary systems, j. Provide Subject Matter guidance in development of integration of SAPD ancillary systems and CAD and /or RMS. k. Provide assistance in soliciting two - factor authentication by way of an RFP process. I. Provide assistance in completing the CAL DOJ CLETS application for the implementation of the new TriTech software as well as two- factor authentication. W I N B CsU RBI E" CON3UCr(NC, UX 25A -23 8 GY'IIIBIT A 3,2 Fee Structure Based on the initial review and scope of requirements, Winbourne Consulting will commit to providing Project Management and Subject Matter Expertise support over the period of up to 21 months at approximately 1.2 hours per week (on average) to complete the implementation of the CAD, RMS and integration to existing at a proposed fixed priced contract amount of $150,512. This includes guidance to the entire project team throughout the implementation process based on the tasks and deliverables listed in section 3.1 Proposed Project Tasks & Associated Deliverables, Winbourne Consulting may evaluate if a change order to the contract is needed based on any of the following 1. A request for additional support outside of the scope of section 3.1; 2. If more hours are needed beyond, 12 hours per week (on average) to keep the Implementation on schedule; or 3. If completion of the implementation is delayed beyond 21 months for any reason other than rework caused by Winbourne Consulting. Winbourne Consulting will submit equal Invoices on a quarterly basis throughout the project. The rate utilized for our consulting fee for project management services for this engagement was based on an average rate of $160.00 per hour discounted to $135.00 per hour. Due to the proximity of our on -site consultant, travel expense reimbursement shall not be required unless additional resources from Winbourne Consulting are required. Any additional resources or subject matter experts shall be provided at rate of $160.00 to $135.00 plus travel expense reimbursement. CON9UCPING, LLC 25A -24 EXHIBIT B ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy # relating to the following: I. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ( "additional insureds ") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. a, This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective Policy # Issued to this endorsement form as a part of Named Insured Countersigned by Authorized Representative 25A -25 25A -26