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HomeMy WebLinkAbout25E - AGMT WEBSITE REDESIGNREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: JUNE 6, 2017 TITLE: AGREEMENT WITH 360 BUSINESS CONSULTING FOR WEBSITE REDESIGN AND CONTENT MANAGEMENT SYSTEM IMPLEMENTATION SERVICES {STRATEGIC PLAN NO. 7, 2DY RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: 15-T515109Q4117 ❑ As Recommended ❑ As Amended ❑ Ordinance on 1" Reading ❑ Ordinance on 2otl Reading ❑ Implementing Resolution ❑ Set Public Hearing For CONTINUED TO FILE NUMBER Authorize the City Manager and the Clerk of the City Council to execute an agreement with 360 BC Group, Inc., DBA 360 Business Consulting, for website redesign, implementation of the Drupal Content Management System, in an amount not to exceed $168,576, including a 20 % contingency of $28,096, and to provide maintenance and support services for a three year period, in an amount not to exceed $72,000, for a total amount not to exceed $240,576, beginning June 15, 2017 through June 30, 2020, "subject to non -substantive changes approved by the City Manager and City Attorney. DISCUSSION One of the Strategies of the City's Strategic Plan is to invest in software/resources that will help streamline the flow of information to City staff and the public. A primary tool that the City uses to communicate with the public is the City's website. The City's website (www.santa-ana.org) provides an important avenue of communication for its residents as well as other audiences including visitors and businesses. The City's website was launched in 1999 and has grown to consist of approximately 700 static HTML pages, plus 4,000 supporting content files (PDF, images, video, etc.). The existing website platform has limited capabilities, is not flexible, and the tools and processes to manage the content has become arduous and inefficient. To better manage the vast amount of content and improve operational efficiencies, Staff recommends redesigning the City website and implementation of a Content Management System (CMS). These systems enable content and website resources to be managed and stored in a centralized database. The City has chosen to standardize on the Drupal open source web CMS. Drupal is a robust, secure, modern, and flexible content management tool. It is used by many large public sector sites such as the Cities of Los Angeles, San Diego, and Austin, States of Colorado, New York, and Georgia, U.S. Department of TransAgd�tiory the White House, and other prominent Agreement for Website Redesign and Content Management System June 6, 2017 Page 2 government agencies. Since Drupal is open source software, there are no licensing costs, making it a cost-effective and sustainable platform. Some key requirements of the new website and CMS include the following: • Functional, appealing, service -based design, easy for users to navigate and access • Intuitive, easy-to-use interface for content contributors to create/update web content • Powerful integrated search capabilities • Mobile -friendly and ADA compliant that displays properly on PCs, tablets, and smart phones • Open Data portal for public data access • Economic development portal • Integration with the City's social media sites, such as Facebook and Twitter To make the transition from the City's current website to Drupal, the City requires assistance from a firm with expertise in website design and Drupal. On October 20, 2016, a Request for Proposal (RFP# 16-121) was posted on the City's website seeking proposals from qualified firms to assist the City with a website redesign and implementation of the Drupal CMS. Eight firms submitted proposals, none of which were Santa Ana companies. A selection team consisting of staff from the Information Technology, City Manager's Office, Community Development, and Planning and Building departments evaluated the proposals. Rank Firm Location 1 360 Business Consulting Orange, CA 2 KWALL Newport Beach, CA 3 Interpersonal Frequency I.F) Seattle, WA 4 Fig Leaf Software Washington, DC 5 O in Software Ottawa, Ontario, Canada 6 Ameex Technologies Chicago, IL 7 Planeteria Media, LLC Santa Rosa, CA 8 Brandtastic Costa Mesa, CA The selection team unanimously ranked 360 Business Consulting as the top vendor. Their proposal contained adequate hours to perform the expected work at a fixed price, and the firm's rates were reasonable and within industry standard. The proposal was found to provide the best value and is appropriate for the project because of the firm's qualifications and understanding of the scope. The City's Informational Technology Department (IT) will manage this project utilizing existing Web resources and will coordinate with content contributors from each of the other departments. The project is anticipated to take approximately six months to complete. 25E-2 Agreement for Website Redesign and Content Management System June 6, 2017 Page 3 This agreement includes initial implementation services in the amount of $140,480, plus a 20% contingency of $28,096. In addition, the agreement includes $72,000 for three years of ongoing support services, for a total not to exceed amount of $240,576. STRATEGIC PLAN ALIGNMENT Approval of this item supports the City's efforts to meet Goal #7 — Team Santa Ana, Objective #2 (establish communications plans to engage and inform employees and the community about City Activities), Strategy D (Invest in software/resources that will help streamline the flow of information to City staff and the public). FISCAL IMPACT Funds are available in the Information Technology Content and Collaboration accounting unit 10920145 for FY 2016-17 and will be budgeted in subsequent fiscal years. The following is an estimate of the distribution, but the actual amounts may vary within fiscal years based on the timing of the delivery of services. Description Account Fiscal Year Amount Implementation - Contract Services 10920145-62300 FY 2016-17 $28,096 FY 2017-18 $140,480 Software Support & Maintenance 10920145-62306 FY 2017-18 $24,000 FY 2018-19 $24,000 FY 2019-20 $24,000 Total Implementation, Support and Maintenance Cost: $240,576 APPROVED AS TO FUNDS AND ACCOUNTS: Jac iulla Francisco Gutierrez flp ChitIf Technology Innovations Officer Executive Director Information Technology Department Finance & Management Services Agency EXHIBIT: 1. Agreement with 360 Business Consulting 25E-3 25E-4 Exhibit 1 CONSULTANT AGREEMENT THIS AGREEMENT, made and entered into this 15" day of June, 2017, by and between 360 BC Group, Inc., a California corporation doing business as 360 Business Consulting (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 Website Redesign and Implementation of Drupal Content Management System. B. The City posted Request for Proposals for Website Redesign and Implementation of Drupal Content Management System (RFP 16-121) on October 20, 2016, a true and correct copy of which is attached hereto as Exhibit C. C. Consultant submitted a timely response to RFP 16-121, a true and correct copy of which is attached hereto as Exhibit D. D. Consultant represents that Consultant is able and willing to provide such services to the City and is licensed by the State of California to provide Website Redesign and Implementation of Drupal Content Management System. E. 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 website redesign and implementation firm. 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 a. Consultant shall perform those website redesign and implementation of Drupal Content Management System services as set forth in Exhibit A to this Agreement. b. Consultant shall perform the option of website maintenance and support services selected by the City as set forth in Exhibit B to this Agreement. City may choose to use either the Self -Hosted Maintenance and Support or the 360 and Amazon Web Services Hosted Maintenance and Support. City is not committed to either option and may change options or cancel services at any time prior to the start of a new month of service through a written request to Consultant. City may also resume cancelled maintenance and support services through a written request to Consultant. 2. COMPENSATION a. City agrees to pay and Consultant agrees to accept as total payment for the website redesign and implementation of Drupal Content Management System services, the rates and charges set forth in Section H of Exhibit A attached hereto. 25E-5 The amount to be expended for these specific services shall not exceed One Hundred and Sixty Eight Thousand, Five Hundred and Seventy Six dollars ($168,576.00), which includes a 20% contingency, during the term of this Agreement. b. City agrees to pay and Consultant agrees to accept as total payment for the website maintenance and support services, the rates and charges set forth in Section B of Exhibit B attached hereto. The amount to be expended for services shall not exceed Seventy Two Thousand dollars ($72,000.00) during the term of this Agreement. C. The total amount to be expended for both the website redesign and implementation of Drupal Content Management System services, as well as the website maintenance and support services, shall not exceed Two Hundred and Forty Thousand, Five Hundred and Seventy Six dollars ($240,576.00) 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. 3. TERM This Agreement shall commence on the date first written above, and terminate on June 30, 2020, unless terminated earlier in accordance with Section 12, below. The term of this Agreement may be extended upon a writing executed by the City Manager and the City Attorney 4. INDEPENDENT CONTRACTOR Consultant 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 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 25E-6 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 any way 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 Citys sole risk. [d�I�E39�7Ji;L��l 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, volunteers and representatives 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 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 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. G. 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. d. 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. e. 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 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 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. 25E-7 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. 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. a. 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. 0 25E-8 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. 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, sent by tele facsimile communication, or via e-mail to the following persons: To City: Clerk of the Council City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92701 Fax 714-647-6956 With courtesy copies to: Executive Director Information Technology Department City of Santa Ana 20 Civic Center Plaza (M-42) Santa Ana, CA 92701 City Attorney City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92701 Fax 714-647-6956 To Contractor. Ron Zayas Chief Strategist, Government and Municipalities 1576 N. Batavia Street Orange, CA 92867 25E-9 Fax 949-608-3663 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. 13. 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, followed by the language in the Scopes of Work in Exhibit A and Exhibit 8, followed by the language in the Consultant's Response to RFP 16-121 in Exhibit D. 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. 14. . ASSIGNMENT In as much 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. 15. 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 Executive Director 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. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 25E-10 16. 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. 17. 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. 18. 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. 19. MISCELLANEOUS PROVISIONS a. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. b, 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. [Signatures on following page] 25E-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: CARVALHO RECOMMENDED FOR APPROVAL: JACK CIULLA Executive Director Information Technology Department CITY OF SANTA ANA CYNTHIA J. KURTZ Interim City Manager 360 BUSINESS CONSULTING RON ZAYAS Chief Strategist Government and Municipalities Tax ID# 25E-12 EXIIIBIT A Scope of Work Website Redesign and Implementation of Drupal Content Management System 25E-13 City of Santa Ana Website Redesign & Implementation of Drupal CMS Exhibit A Scope of Work Website Redesign and Implementation of Drupal Content Management System This Scope of Work (SOW) describes the requirements and work to be performed by 360 Business Consulting ("360") for Website Redesign and Implementation of a Drupal Content Management System ("Website," "Site," or "CMS" ) for the City of Santa Ana ('City") per the Request for Proposal (RFP)16-121. A. BACKGROUND The City has one primary website (www.santa-ana.org) to provide different avenues of communication for its residents and to also direct specific information to a variety of segments of audience such as those interested in visiting or doing business with the City. The website first launched in 1999 and has grown to consist of approximately 700 static HTML pages, plus 4,000 supporting assets (PDF, images, video, etc.). The City's Communications Manager is the Editor in Chief, responsible for content editorial and for providing images and photography. The departments develop content, graphics and photographs. The City's various departments are responsible for managing their departmental content which is directed through a workflow in the content management system for approval and publishing by the I.T. department. Responsibility for authoring content updates within the current content management system is distributed across multiple departments. The City's Information Technology department is responsible for all City websites. The I.T. Department administers the City's servers, content management platform, backup and disaster recovery, security and management of the process to update the sites. This RFP is for website redesign and implementation of a new content management system as well as full development and implementation services. The City currently hosts its sites internally with Windows Serverl[IS, but would prefer to use 3rd party non -vendor specific cloud hosting. The current City web site is not utilizing a content management system and hosted internally in a Microsoft Windows environment. The City currently uses Adobe Contribute to manage the updating of content for the primary website. The production environment consists of a single physical server which runs web services (IIS) and a separate physical database server running Microsoft SQL. S. PROJECT DRIVERS 1. Replace current Adobe Contribute environment with a robust database -driven web content management system. 2. Provide intuitive, easy-to-use interface for content contributors to create/update web content. 3. Functional, appealing, service -based, and responsive website design that allows easy access from all devices, including smart phones. Scope of Work 25E-14 City of Santa Ana Website Redesign & Implementation of Drupal CMS 4. Strong search capabilities. 5. Include an Open Data portal for public data. 6. Include an Economic Development portal. 7. Advanced features such as language translation, GIS mapping, and personalization 8. Ability to interact with back-office systems to provide online services to the public. 9. Have the site be hosted with failover redundancy. C. TECHNICAL REQUIREMENTS 1. The City has selected the Drupal 8 Content Management System. 2. MySQL or equivalent open source database engine. 3. Assist with installation and configuration of all the necessary environments (e.g., Dev Test, Staging, Production, etc.). 4. Create mechanisms to automatically migrate data from Staging to Production or from Production to Staging. 5. Create ability to refresh environments from Production, when necessary. 6. Provide documentation/procedures for handling any custom code/plug-ins during patching and upgrades. 7. Design should utilize HTML5 and CSS3. 8. Ability to Install and utilize plugins for additional features and functionality. 9. GIT Implementation for code versioning, site synchronization and backup. 10. Integration of USA.gov Analytics for the City's website. 11. Provide optional quote to have hosted in fully redundant data center such as AWS or Acquia Cloud. D. FUNCTIONAL REQUIREMENTS GENERAL 1. Site design must meet ADA requirements. 2. Ability to create FAQ pages. 3. URL aliasing capabilities. 4. Ability to manage web server (set up redirects, sub -domains, MIMI mapping, etc.) 5. Links to City mobile apps. 6. Focus on online services. CALENDAR/EVENTS 7. Calendaring system that provides for multiple individual calendars that can also be rolled up into one calendar. 8. Calendars should have options for different views. 9. Calendars have classification that can be used for personalization. (See Personalization section). 10. Online event information submission. ECONOMIC DEVELOPMENT PORTAL 11. Portal may have unique templates and even be a sub -site. 12. Site will contain embedded media, such as video, slide decks and high resolution photos 13. Functionality across several user platforms - including mobile devices and major browsers (Chrome, IE, Safari, Firefox, etc.) 14. Include analytics and lead generation - Google analytics, salesforce.com backed functionality. Scope of Work 2 25E-15 City of Santa Ana Website Redesign & Implementation of Drupal CMS EDITING 15. Provide necessary templates to allow content contributors to easily create the various content types required for the City site. 16. Content contributors should have the option of a WYSIWYG or HTML editor for editing webpages, articles, posts, or newsletters. 17. Ability to version pages and revert to prior versions. 18. Ability to stage and expire content by date and time. 19. Content contributors have the ability to add new pages and add to website navigation. 20. Ability to copy and paste from Microsoft Word. 21. Ability to classify any object with categories, tags, or meta data to improve search results. 22. Ability to easily attach and work with images and photos in the editor. 23. Ability to easily embed video Images into webpages. 24. Ability to easily post emergency notices to the homepage. EMAIL LIST MANAGEMENT 25. Website should provide visitor with the ability to subscribe to a variety of opt -in email lists, such as email newsletters, announcement lists, or discussion groups. 26. Visitors should be able to unsubscribe from lists. 27. Integration should exist to integrate lists with marketing services such as Constant Contact. FORMS 28. Provide the ability to create data entry forms that send email notifications. 29. Provide the ability to create data entry forms that update an internal database 30. Provide the capability of creating online surveys. 31. Ability for users to report problems and ask questions. GIS 32. Ability to supply location -based information through maps (e.g., Google, ESRI, etc). 33. Navigation using map hotspots for neighborhood groups. IMAGES AND VIDEO 34. Centralized image and photo libraries for managing website assets. 35. The ability to have the system automatically resize images and photos into web -friendly sizes -- Preferably during the upload process. 36. The ability to create thumbnail images of photos and images automatically without using its full size. 37. The ability to create photo albums/galleries that can be embedded into webpages. 38. Provide the ability to attach captions to photos. 39. Ability to upload and store video files. 40. Ability to display streaming video feeds. INTEGRATION 41. Ability to embed other sites/applications into the website (!Frame). 42. Ability to communicate with other City systems to exchange data, if desired. 43. Ability to send out email blasts to distribution list. 44. Ability to integrate with Nixie (Nixle.com) for alerts. LTA 9y010=111 1�[01I.TC X. Scope of Work 25E-16 City of Santa Ana Website Redesign & Implementation of Drupal CMS 45. Provide the ability to easily display the entire site in multiple languages through Google Translate. 46. Provide the ability to have alternate versions of pages for multiple languages and display those pages if that is the visitor's preference. NEWS 47. Provide tools for creating and managing news items and press releases. Items may be specific to department for departmental pages or rolled up for the home page. 48. News items may or may not contalman image or picture. 49. Ability to display department -specific items on departmental pages, identify which items will roll up to home page and indicate which items may stick to homepage. 50. Ability to provide an RSS feed of news items. OPEN DATA PORTAL 51. Implement an Open Data web portal using the DKAN open source tool. 52. Assist with the creation of up to 12 dataset and 6 chartstmaps. (City to provide data or feed). 53. Must meet California Open Data requirements (http://Ie-qinfo.1 gislature.ca:gov/faces/billNavClienL.xhtml?bill id=201520160AB169) 54. Integrate portal with primary website, and provide consistent navigation, look and feel. PERSONALIZATION 55. Provide the ability to have users choose preferences in a profile that will then tailor content for their viewing. For example, choose neighborhood(s)/park(s) In order to see content (news, events) specific to the neigh borhood(s)fpark(s). 56. Allow users to change their profile settings. 57. Allow content contributors to classify content in a way that facilitates personalization preferences. SEARCH 58. Provide a powerful integrated search engine that can index managed content. 59. Allow ranking or prioritizing of search results. 60. Searches should be across all content types (e.g., News, webpages, images, video, etc.) 61. Allow federated search of other City domains (sub -sites). SECURITY AND WORKFLOW 62. Provide LDAP integration with the City's Active Directory for single sign -on. 63. Provide role -based security that limits access and functionality based on a user's logon. 64. Provide workflow for approvals of content changes. 65. Must use the latest security techniques to prevent hacking. 66. Must have tools for users to use self-service for registration and for reminders/resetting of forgotten IDs and passwords. SOCIAL MEDIA 67. Provide for a separate portal/page for Social Media links. 68. Provide controls for the public to share website content on various social media platforms. 69. Provide tools to embed social media feeds into website pages. STATISTICS 70. Provide ability to capture and report on website visitor informationtstatistics. Scope of Work 4 25E-17 City of Santa Ana Website Redesign & Implementation of Drupal CMS TRAINING 71. Provide manual for technical administration of the CMS. 72. Provide training manual for content contributors. E. DESIGN REQUIREMENTS 360 will develop design themes that incorporate the City's branding elements with updated colors, typography, layouts and other such elements. A focus of the updated design will be to support improvements to user experience. The new design should incorporate todays design elements used by progressive and technology -friendly agencies also utilizing navigational trends that model the mobile user's needs. For example, design should reflect use of images rather than text with use of photography and graphics, the site should be nimble and portray a mood and a reflection of City culture. The layout should be liquid rather than static with a focus on presentation plan/information architecture (content placement and navigation). The resulting website must be responsive meaning it will employ a responsive design that will present the site's content in a style and layout that adapts to the capabilities and limitations of the particular user agent (computer, tablet, mobile device, assistive browser etc.) being used to visit the site. Optimization of delivered content will be accomplished by employing design strategies such as progressive enhancement, fluid layouts, proportion -based grids, responsive images, and CSS3 media queries. This responsive design should be friendly for touch based navigation. The website will function as an effective communications and marketing tool highlighting City news, functions and services for the community and beyond. The site must be unique, look professional, and uniformly represent the City in interaction with residents, businesses, and visitors both current and potential. The entry point for the site must represent the quality, character and embodiment of the City allowing users easy access to information with minimal clicks. 360 will work with the City team to plan and organize information on the site, which most likely will include planning sessions, regular meetings, and continued communication throughout the duration of the website design project. F. IMPLEMENTATION PLAN 360 will provide comprehensive website design, development, implementation, and project management services to redesign the City's website and implement the Drupal CMS. 360 will develop a Project Plan that describes the plan for performing the work required to meet the project's requirements and objectives. Below is an overview of the implementation activities and approach that 360 will use to fulfill the scope of services for this project. 1. Project Management Scope of Work 25E-18 City of Santa Ana _ Website Redesign & Implementation of Drupal CMS 360 will provide project management during the life of the project. 360 will lead the planning, define tasks, develop and maintain the schedule, and manage the scope and production of deliverables. 360 will develop an implementation plan and project schedule that will include the activities required to implement the project. This will include time for adjustments to the website architecture, design, technical implementation, content development, testing and ultimately, the launch of the new site and marketing program. It is understood that changes, adjustments and revisions are part of the process of getting the most desirable website. The project schedule will be efficient, yet realistic. 360 will be proactive, take ownership, and consistently communicate. 360 will update project documents and the schedule as changes occur. At the start of the project, 360 will facilitate a project kick-off meeting with the City team and selected internal City stakeholders. This meeting will review project objectives, requirements, scope, preliminary schedule, approach, roles and responsibilities, and other topics. 360 will lead weekly status meetings with the team to discuss and review project topics, status, issues and upcoming activities. The weekly meetings will help keep the project on track and on schedule. Project objectives and strategy will be discussed in the initial meeting. Meetings will be conducted via teleconference using 360's conference call line or onsite at the City depending on the topics and needs of the meeting. 360 will also be available by email and phone between meetings as needed. 360 will provide a weekly status report that tracks tasks, deadlines and completion status. The report will be direct, thorough and make prioritization management straightforward and part of the weekly discussions. The 360 FuIlView Communication System may be used to track project tasks in real-time. 360 and the City will decide which tools will be used during the planning phase (e.g.: FuIlView and Microsoft Project). There is no one -size -fits -all program. 360 will not assume the City s needs for the project and technical environment. The City is the owner of its program. 360 will serve as a partner to make the City's requirements come to life. Successful implementation will require direct communication between the City and 360. The City will have access to 360 resources to meet with regularly and when needed. 2. Evaluation 360 will work with the City to define the specific goals of the website redesign to set a common expectation for performance. Success factors will be defined, such as the following: • Number of request for information forms submitted • Promoting the business opportunities building awareness • Attracting traffic to the site and increasing engagement? Scope of Work 25E-19 City of Santa Ana Website Redesign & Implementation of Drupal CMS 360 will rely on web analytic tools to help us understand how the City's audience is interacting with the website and can provide insight into what is working well and what might need some adjusting/revising. A key measurement is engagement, or how engaged users are. This helps understand if the site is providing information, communicating a story and increasing the awareness. 360 will review average time spent on pages, time spent on portal and pages per visit. If visitors aren't finding a particular key page, not staying long or are exiting from that page, 360 will revisit the content and how to drive users to that page. For calls to action that leads the visitor to request more information or contact the program, 360 will track the number of completed forms (hopefully this can be compared with historical data), signups for newsletter or bldg or download an app or other support tools. 3. Website Design and Development At the start of the project, an initial discovery meeting will be held at the City. During this meeting, 360 will gather more information from the City about the requirements of the website as well as establish mutual expectations for communication and reporting of project status. 360 will also review City web stats and analytics. 360 will also discuss the process of migrating the existing designs and functionality and make sure all the information is collected to begin. Following the first meeting, 360 will prepare three design themes / comps for the portal and support materials followed by three to five rounds of revisions based on City feedback. Once the main look and feel is determined, 360 will work with the City team to create additional responsive or adaptive designs / themes followed by three rounds of revisions. These designs will be customizable by color, logo and branding for each of the templates. The City will determine if the Economic Development Portal will be included with the main site, or a microsite. If the later, 360 will provide designs choices for that portal. Upon the City's request, 360 will facilitate a public workshop to gather input on the design and ! or set expectations. Major initiatives require the collaboration and cooperation of many different entities and people. 360 can collaborate with other departments, vendors and the public in order to accomplish project objectives. 360 will be flexible and accommodating. The design should be professional, unique in appearance, and graphically inviting. The entry page should speak to the character of Santa Ana and inspire visitors to explore the site for the information they need. 360 will ensure that the new website is compliant with Federal ADA requirements. Some examples include ensuring that the portal can be navigated with only the directional arrows and keyboard and offering a text browser. 360 will design the website to be mobile -friendly and give users the same access from their mobile device as from their computer. The website will be viewable on computers, tablets and smart phones. Scope of Work 25E-20 7 City of Santa Ana Website Redesign & Implementation of Drupal CMS 360 will configure the website to include or be capable of including e -newsletters, calendars, newsroom(s), surveys, web forms, online payment processing, and directories. 360 will create up to 25 different e -newsletters. 360 will provide a development environment during the development and implementation phase of the website for use by 360 and City personnel. 360 will be responsible for setup, maintenance and hosting, and all associated costs of this environment. For the production environment, the City will either provide its own hardware and infrastructure at the City or use a third party hosting service such as Amazon Web Services (AWS) or will have 360 host the environment with 360 and AWS resources. 360 will charge a monthly fee specified in the Scope of Work - Maintenance and Support Services for a 360 -Hosted environment. In any case, 360 will install and configure the operating systems, website software, and tools on the production environment as part of this implementation project. 360 will ensure the website environments are protected by financial -grade security. 360 will deliver reporting and management that will allow the City to quickly and easily track the usage of the portal. This may be accomplished with Gocgle Analytics to provide comprehensive tracking and management information to help better understand how visitors use the site. 4. User Acceptance Testing and Quality Control Throughout the development process, 360 will test for platform compatibility and security This ensures that the website appears and responds consistently, regardless of the operating system or browser used. The website will be designed and developed to be compatible with both PC and Mac platforms using Internet Explorer, Chrome, Safari and Firefox browsers. A standard procedure for website changes will ensure the pages appear the same, regardless of user preferences. During the development of the site, 360 quality control manager(s) will conduct weekly testing to ensure this compatibility and that there are no broken links. This testing will be documented through 360's online project ticketing system, as well as reviewed during the weekly status meeting and / or in the weekly status report. 360 and the City will develop a Test Plan that will describe the testing process, identify the testing to be performed, and define the acceptance criteria. At the end of the development phase, 360 and designated City team members will test the website. 360 will provide a link to an invisible, secure development server for testing. Testers will verify that the City's requirements are met. Issues will be reported to 360 and logged in the ticking system for correction. 360 will correct any issues and notify the City to re -test the affected areas. Once the issues are resolved, the City will indicate User Acceptance of the website and prepare for launch and public use. 5. Training and Documentation Scope of Work 25E-21 City of Santa Ana Website Redesign & Implementation of Drupal CMS 360 will provide comprehensive training to the City about the website and CMS including administration, management, updating, and maintenance. 360 will develop and provide training materials. 360 will provide 40 hours of training for the City's designated web administrators. This may be split into multiple sessions. Additionally, 360 will provide up to five in-person training sessions and up to 20 web trainings. Following onsite training, 360 will be available during business hours to answer training questions via email and phone. In addition to previous web training sessions, 360 will host three additional WebEx trainings to demonstrate the software's functionality and features, or as follow up training, as requested by the City. 360 will develop an Online Training and Certification for the City. The online course and certification allows City staff to complete a comprehensive training course and achieve certification to administer the site. This allows the City to provide training to additional or new staff as well as a refresher course for those who take the initial training. 360 will develop and provide comprehensive training manual(s) and thorough documentation online. 360 will develop a Disaster Recovery and Backup Plan. 6. Go Live and Post -Live Support After User Acceptance Testing, the website and CMS will be ready to launch. 360 will develop a Go Live Plan that will identify the tasks, assignments, timing, and support process in migrating and launching the new website. The plan should also include a contingency plan in the event of a "show -stopper' type issue. 360 will lead the migration and launch of the new site. After Go Live, 360 will ensure that all documentation is updated and turned over to the City. 360 and the City will continue to meet weekly for 30 days after Go Live for post -rollout oversight and troubleshooting. 360 also will make necessary modifications to the site's architecture during this time. 360 will provide technical and content support for 90 days after Go Live. This includes minor design changes and enhancements. 360 will be available via phone and email during business hours and after hours for emergency services. Anticipated Timeline 360 will develop an implementation plan and project schedule that will include the activities required to implement the project. The general project timeframe is expected to be six months; however, 360 and the City will be flexible to actual schedule requirements and resource availability once requirements have been more fully defined during the discovery phase. Scope of Work 25E-22 City of Santa Ana Website Redesign & Implementation of Drupal CMS 360 will lead weekly status meetings with the team to discuss and review project topics, status, issues and upcoming activities. The weekly meetings will help keep the project on track and on schedule. Below are project milestones and their possible timeframe. Actual planned timeframes will be identified in the project schedule. a. Project Kick-Off/Initial Meeting Start of Project: At the kick-off meeting 360 will facilitate discussion to get a clear picture of City wants and needs for the website and economic development portal. The meeting will also include discussion on whether a Workshop to facilitate input from stakeholders is desired. Month 2: Following the first meeting, 360 will prepare the three design comps for the sites and create the development strategy within 2 weeks. b. Provide Comprehensive Documentation and Materials Generated from Website Design Month 2: Once the City has selected the design concept (assuming 2 weeks are required to review, request design changes and approve), page templates and design elements will be ready for review approximately 2 weeks from the date of selection. Simultaneous back -end development on the site and CMS will happen during this time. Once design has been selected, the City can determine if it would like a Workshop to present initial design concept with stakeholders. c. Install and Configure Drupal Development and Production Environments Month 3: If all approval timelines are met and images are approved, the Drupal templates will be ready for content. 360 will then begin the content migration. d. Implement New Website on Development Server Utilizing Drupal Month 3: Assuming approval, 360 will have the functionality, CMS system and content migration completed. At the City's request, 360 will develop and post a brief video on the exiting website to give users a sneak -peek at the new website and how to use it. This will build excitement toward the site's launch and prevent as much confusion as possible once the new site is launched. The video would show the main highlights of the new home page and the basic architecture. e. Quality Assurance of Drupal Solution Month 4: At this stage, 360 will be conducting quality control although the City team may QC as well. At the City's request, 360 will refresh the video to keep stakeholders informed and possibly include a testimonial or report on a new piece of functionality. f. Completion of Deployment to Production Web Server and User Acceptance Testing Scope of Work 10 25E-23 City of Santa Ana Website Redesign & Implementation of Drupal CMS Month 4: Following quality assurance testing, 3.60 will make any necessary bug fixes, link issues or any adjustments to the Drupal templates before deploying the site to the production server and conducting user acceptance testing. g. Delivery of Disaster Recovery, Backup Plan and Training Month 5: 360 will provide the initial training sessions in preparation for the go -live date. These trainings will range from the highest -level administrator to department editors and other defined roles as needed. 360 will also deliver the disaster recovery and backup plan to the City. h. Design and Implementation Completion Month 6: Following training, the websites will be ready to go live. Below is a high-level sample representation of the project milestones and timeline. The actual planned timeframes will be determined when the project schedule is developed. G. ADDITIONAL SERVICES 360 will provides the following services at no additional cost during the term of this agreement. Writing 360 will provide writing, copywriting, editing and proofing services for the content related to all web pages. 360 will revise existing content, work with the City team to create new content through interviews of key personnel, and provide new content as needed. 360's professional writing services will help the website with ADA issues, usability, and search engine optimization. 2. SEO Support 360 will manage the transition from the existing site to the new site, including keyword management, redirects, indexing and submission issues, to provide as much of an improvement in traffic as possible, while minimizing typical traffic losses when Scope of Work 25E-24 11 1117 2110 IID 4110 4124 711 1111 11II 611 R1[ftt6v kill [trnxrarvju.,dwrn't {ilrlmC a,lr�wrmudiw„� Yui¢\nglln and Orlrn Item+_i Ua,v14ca1SviRO? la Crn!rriht urlim Clfs iidCu4rnt Mldr�9L 4m;JLN W,I( %SW n(SU Ui k IO Piwuttm finer ad UaMu uac lanLm P�tn Raa rnm N L tc NM Jrl itirir4l) owrM uuab G. ADDITIONAL SERVICES 360 will provides the following services at no additional cost during the term of this agreement. Writing 360 will provide writing, copywriting, editing and proofing services for the content related to all web pages. 360 will revise existing content, work with the City team to create new content through interviews of key personnel, and provide new content as needed. 360's professional writing services will help the website with ADA issues, usability, and search engine optimization. 2. SEO Support 360 will manage the transition from the existing site to the new site, including keyword management, redirects, indexing and submission issues, to provide as much of an improvement in traffic as possible, while minimizing typical traffic losses when Scope of Work 25E-24 11 City of Santa Ana Website Redesign & Implementation of Drupal CMS transitioning from one site to another. The aim will be to preserve current Search Engine standings, preventing any loss of SEC that the City has achieved. 3. Content Migration and Conversion 360 will provide strategic and implementation services to prioritize and transfer the site's existing content, with support for culling, editing and reorganizing the content as appropriate for user experience and functionality. When importing documents, the CMS will strip out unnecessary formatting to eliminate the problem of inconsistent formatting on the web pages. 360 will use systems that know what to look for and remove any formatting that will impact the appearance of the City's online content. 4. Advanced Site Functionality The 360 will create and implement advanced search functionality, including adaptive and smart searches, intelligent calendaring and subscription capabilities, integrated email list management and email content creation. In addition, 360 will provide open data portals for providing City -based information, and categorizations of the data to use in TBD ad hoc applications that would allow site visitors to use appropriate data in a beneficial manner. H. Costs and Payment 360 will provide the services included in this SOW for a fixed price of $140,480, payable upon the Payment Schedule below. Travel expenses for 360, Including parking costs at the City, are 360's responsibility and are not reimbursable. Payment Schedule The Payment Schedule will be based on completion of the following project milestones ("Payment Milestones"). 360 will invoice the City upon completion of each Payment Milestone. Approximate Milestone Date* Amount Notes Contract Signing +1 day Following Initial Meeting and Completion of Interviews and Design Strategy +30 days Provide Comprehensive Documentation for Approved Website Design +30-45 days Provide Comprehensive Documentation for Economic Development Portal +60 days Install and Configure Drupal Development and Production Environments +90 days Complete Open Data Portal Implementation +120 days $28,096 20% initial payment $5,000 $10,000 $5,000 $10,000 $10,000 Scope of Work 12 25E-25 City of Santa Ana Website Redesign & Implementation of Drupal CMS Implement New Website on Development Server, including Completion of Content Migration +120 days Quality Assurance of Drupal Solution +150 days Completion of Deployment to Production Web Server and User Acceptance Testing +160 days Delivery of Disaster Recovery, Back up Plan and Training +170 days Design and Implementation Completion +180 days Total $5,000 Production site infrastructure $10,000 ready $15,000 Main and Business Portal $3,000 $39,384 $140,480 "Approximation only. The timing of the billing will be based on the actual completion date of each milestone. 2. Changes and Contingency 360 will provide the services.and scope identified in this SOW for a fixed price. This includes reasonable changes and revisions to design and project tasks during the course of the project required to achieve project objectives. 360 will be flexible, and the City will be reasonable in expectations. The City recognizes that there may be unknown requirements or work that is clearly outside of the defined scope that may surface during the project. In such a case, the City may authorize additional products or services in a total amount up to $28,096. Proposed billable changes shall be submitted on a Change Request form that identifies the proposed change, justification, impact to the project, and costs. Change Requests must be approved by signature from an authorized 360 representative and the City's Chief Technology innovations Officer or his designee. 3. Payment Terms Payment Terms are Net 45 days, although the City will make effort to pay within 30 days. Scope of Work 25E-26 13 EXHIBIT B Scope of Work Website Maintenance and Support Services 10 25E-27 City of Santa Ana Website Maintenance and Support Services Exhibit B Scope of Work Website Maintenance and Support Services This Scope of Work (SOW) describes the optional maintenance and support services ("Services") available from 360 Business Consulting ("360") for the City's Website and Drupal Content Management System ("Website," "Site," or "CMS' ) for the City of Santa Ana ("City'). The City, at its discretion, may elect to utilize 360's maintenance and support services during the term of this agreement. A. MAINTENANCE AND SUPPORT SERVICES The City may choose to use to one of the following -360 website maintenance and support services. • Self -Hosted Maintenance and Support ("Self -Hosted") • 360 and Amazon Web Services Hosted Maintenance and Support ("360 -Hosted") Self -Hosted In this arrangement, the City is responsible to provide the hardware and infrastructure environment that the website and CMS nun on. This can be onsite at the City Data Center or at a third -parry hosting service such as Amazon Web Services (AWS). 360 will provide the following services. • Website and Drupal CMS Technical Support • Website Content Change Updates • Website and Drupal CMS Administrator and Content Contributor Training • 24/7 monitoring and intrusion alerts • Drupal security updates and certification of compatibility • Patches, programming and maintenance support as needed • Usage, uptime, response times and hardware monitoring • Security Monitoring, Analysis, and Response o IP -based security features for administration, locking access to admin functions by default to whitelisted IPs through client's VPN infrastructure (can be disabled by 360 in event of temporary failure of VPN environment, SSO issues and only at City's request) o Restriction of access by roles, with alert monitoring for access requests outside of the role's defined parameters. o Non-standard directory paths, permissions and configurations. o Tar -pitting and monitoring of excessive access requests from accounts, including admins, managers and users. o Segregation of Drupal tables to limit access as much as possible to role - defined tables and reporting, monitoring and tar -pitting of suspicious access. Scope of Work 25E-28 of Santa Ana Website Maintenance and Support Services Encryption of web -submitted data, emails (newsletter subscriptions), and any personally -identifiable data. Usage trends, access patterns by time, roles, accounts and geographic locations to alert 360 of atypical patterns and permit intrusion alert and tar - pitting as appropriate. Disabling of key ports, access points and shell accounts, and disabling access to allowed accounts except by IP address by default. The City will provide 360 VPN access to the environment. The City will provide root / system administrator / local administrator permissions to authorized 360 staff. 360 -Hosted In this arrangement, 360 is responsible to provide the hardware and infrastructure environment that the website and CMS run on. This will be a combination of 360 and Amazon Web Services (AWS) resources. • Same services as Self -Hosted, plus • Environment Hosting • Hacking, DDOS and generalized attacking avoidance, emergency service and monitoring • 24/7 live person support • Operating System updates and certification of compatibility • Monitoring of all, non -page -based traffic requests (by default, Drupal serves only pages. As such, any requests for traffic not originating from a Drupal page request is considered suspect. 360 works with its partners to identify and monitor such requests) The environment resource capacity will be sized to meet City usage requirements and may be comparable to the Environment Expectations specified herein, subject to adjustment. 360 manages and is responsible for the AWS account and paying AWS for services used. 360 will provide the City VPN access to the environment. 360 will provide root/ system administrator/ local administrator permissions to authorized City Infrastructure staff. B. COSTS AND PAYMENT TERMS The City may begin maintenance and support services through a written request from the City's Chief Technology Innovations Officer or his designee sent via email, facsimile, or postal communication method specifying either the Self -Hosted or 360 -Hosted service option. Scope of Work 2 25E-29 City of Santa Ana Website Maintenance and Support Services 360 will provide maintenance and support services for the designated service option at the rate specified below: Service Option Monthly Fee Self -Hosted $1,000.00 360 -Hosted $2,000.00 360 will invoice the City in the month preceding the month in which the service will be provided. Payment Terms are Net 45 days, although the City will make effort to pay within 30 days. C. TERM The maintenance and support service term shall be through June 30, 2020. The City may cancel the service at any time prior to the start of a new month of service through a written cancelation request from the City's Chief Technology Innovations Officer or his designee sent via email, facsimile, or postal communication method. Upon cancellation, the City must pay outstanding invoices for previous and current months of service. For the 360 -Hosted option, the City must make arrangements to migrate the website and CMS to its own environment prior to cancelation if it wants to keep the website and CMS. The City shall retain ownership rights to the website and CMS content, configuration, custom programs, and software and have access to migrate off the 360 environment at will. The City may resume cancelled maintenance and support service through a written request from the City's Chief Technology Innovations Officer or his designee sent via email, facsimile, or postal communication method. D. ENVIRONMENT EXPECTATIONS Below are guidelines for computing, storage, database, and network requirements that are believed to meet the City's website and CMS requirements. Actual configuration and capacity will vary based upon the final environment design. Further, the environment may change during the course of time to address issues and make improvements. This information is provided for general "rough order of magnitude" expectations of the size of the initial environment. Production Environment HTMUDrupal Servers (2 recommended) • Linux -based OS (Centos or RHEL) • 8gb RAM minimum per server (16gb optimal) • 100gb disk space • 2-4 core CPU Database Servers (2 recommended with mirroring) • MySQL or MariaDB Scope of Work 25E-30 City of Santa Ana Website Maintenance and Support Services • 8gb RAM minimum per server • 100gb disk space • 4 core CPU File Storage (NAS, 3S, etc) • 1tb of space recommended with redundancy Firewall • Full service, programmable firewall with DDOS capabilities and IP-, port - and geo-filtering capabilities. Load Balancer • Ability to balance traffic based on load and availability • If not on a redundant infrastructure, load balancing across networks 2. Development/Staging Environment HTML/Drupal Servers (1 recommended) • Linux -based OS (Centos or RHEL to match production) 8gb RAM minimum per server • 100gb disk space • 2 core CPU E. SERVICE LEVEL AGREEMENT 360 will provide the following service levels (SLA). Website Monitoring a. The website will be monitored for HTTP and MySQL (database) responsiveness on an automated 24 hour basis. b. Responses that fall outside of the response time bracket (average response time x 1.5) will be sent to on-call 360 staff for review within 30 minutes. Escalation action will be taken within 2 hours depending on conclusions. C. Response "fail' codes (website non-responsive) will be sent to on-call 360 staff and 360 will test, review and access the site for repair within 30 minutes. If the site issues are software related, 360 will work to resolve the issue and provide a status within 2 hours of identification of error. d. If website "fail" code is related to hardware, 360 will contact the City or hosting service staff to identify and escalate issues. e. For 360 -Hosting service, the SLA agreement for uptime is 99.9%. 2. Website Maintenance a. Non-critical updates for OS and Drupal will be reviewed within 1 week of identification of upgrades and applied as necessary within that time period. This will allow for testing on the development environment to ensure compatibility with Scope of Work 25E-31 City of Santa Ana Website Maintenance and Support Services production environment and modules. b. Critical security updates for the OS and Drupal will be reviewed and implemented within 2 business days of identification of the updates. 360 may work with hosting partner to install OS updates as needed. 3. Web Changes a. Changes to web content, templates, forms, et al, requested by the City as "non- emergency' changes have a typical turnaround time of not -to -exceed 3 business days. Most happen faster, but some requiring more intensive programming or design changes may go beyond that timeframe. Any exceptions will be quoted to the City within 1 business day of submittal of change request. Historically, 360 completes 95% of non -emergency changes within the 3 -business -day timeframe. b. Requested web changes identified by the City as "emergency changes" are handled within the same business day, unless extensive changes are needed. Any exceptions will be quoted to the City within 1 business hour of submittal of change request. Emergency requests unrelated to website responsiveness issues may be billed at 150% of hourly fee. 4. Phone Support a. Website responsiveness issues (as outlined in section 1a, 1b and 1c) reported by phone or through ticketing system will be responded to on a 24-hour emergency basis. If on-call personnel do not immediately answer the call, a call back will be initiated within 15 minutes of the call. b. Live operator handles non -emergency support during business hours. C. Requests for phone support training on ad hoc issues is handled during business hours. If immediate support is not available, a call back will be initiated within 2 business hours of submission of the support request. d. Requests for onsite training will have a 3 -business day lead time; web -based training requests will have an up -to 2 -business day lead time for scheduling. 5. If 360 fails to meet its SLA commitment, it shall provide the City a pro -rated credit from the monthly fee for the time in which the service commitment was not met. Scope of Work 25E-32 EXHIBIT C Request for Proposals for Website Redesign and Implementation of Arupal Content Management System RTP 16-121. 11 25E-33 REQUEST FOR PROPOSALS (RFP) FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM RFP 16-121 CITY OF SANTA ANA Santa Ana Information Technology. Department 20 Civic Center Plaza Santa Ana, CA 92702 KEY RFP DATES (Subiectto change): Issue Date: Deadline for Questions: Proposal Due Date: Presentation/Interviews: Jack Ciulla Project Director iciuilafa santa-ana.org September 30, 2016 October 7, 2016 at 3:00 pm October 20, 2016 at 4:00 pm November 14 — November 18, 2016 25E-34 NOTICE INVITING PROPOSALS NOTICE IS HEREBY GIVEN that proposals will be received from qualified firms to provide Website Redesign and Implementation of Drupal Content Management System. Responses to this Request for Proposals (RFP) will be accepted until Thursday. October 20, 2016 at 4:00 p.m. All notifications, updates and: addenda will be posted on the City's online bid management and publication system page at https://avww.planetbids.com/portal/r)ortal.cfm?CompanvlD=20137 Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal. The City reserves the right to reject any or all proposals submitted. MAILED, DELIVERED BY HAND, or COURIERED proposals'will be accepted at: City of Santa Ana Attn: Buyer, Eva Goods, RFP #16-121 Purchasing Department, 41 Floor 20 Civic Center Plaza, Room 429 Santa Ana, CA 92701 It is the responsibility of the proposer to ensure that any proposals submitted shall have _sufficient time to be received by the City of Santa Ana prior to the proposal due date and time. Questions regarding this Request for Proposal shall be made in writing, submitted through the online bidding system at htti)s:/hvww.planetbids.com/portal/portal.cfm?CompanvlD=20137 under the "Q&A" tab for this RFP. The receiving time in the Purchasing Department, 20 Civic Center Plaza, Santa Ana, CA 92702, will be the governing time for acceptability of proposals. Late proposals will NOT be considered and will be returned to proposer unopened. Telegraphic, electronic, and facsimile proposals will not be accepted. ONLY SEALED PROPOSALS ARE ACCEPTABLE. DO NOT E-MAIL RFP RESPONSES. DO NOT FAX RFP RESPONSES. 25Ez35 CITY OF SANTA ANA REQUEST FOR PROPOSAL FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM TABLE OF CONTENTS 25E=36 PAGE I. INTRODUCTION 4 II. PERIOD OF CONTRACT 4 III. OPTION OF RENEWAL 4 IV. FISCAL NONFUNDING CLAUSE 4 V. SCOPE OF SERVICES 4 VI. GENERAL INFORMATION 5 VII. PROPOSER RESPONSIBILITIES 5 VIII. INITIATION/KICK OFF MEETING 5 IX. CITY BUSINESS LICENSE 5 X. ADDENDA 6 XI. RULES FOR PROPOSALS 6 XII. COMMUNICATIONS AND INTERPRETATIONS/CLARIFICATION DEADLINE 6 XIII. SUBMITTAL INFORMATION AND DEADLINE 6 XIV. SUBMITTAL REQUIREMENTS 6 XV. CONSULTANT SELECTION — PROPOSAL AND EVALUATION 7 XVI. PUBLIC RECORDS 8 XVII. PROTESTS 8 EXHIBIT A— SCOPE OF SERVICES 9 DESCRIPTION AND SCOPE OF SERVICES 9 A. BACKGROUND 9 B. PROJECT DRIVERS 9 C. TECHNICAL REQUIREMENTS 10 D. FUNCTIONAL REQUIREMENTS 10 E. DESIGN REQUIREMENTS 12 F. IMPLEMENTATION 13 G. PERFORMANCE SCHEDULE 13 EXHIBIT B — SAMPLE AGREEMENT 14 EXHIBIT C — PROPOSERS CERTIFICATION and COST PROPOSAL 20 EXHIBIT D — OFFERERS REFERENCES 21 EXHIBIT E — PROPOSERS STATEMENT 22 EXHIBIT F — SAMPLE ADDITIONAL INSURED ENDORSEMENT 23 25E=36 CITY OF SANTA ANA REQUEST FOR PROPOSAL FOR WEBSITE REDESIGN AND IMPLMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM The City of Santa Ana (the "City") is soliciting proposals for a comprehensive website redesign and implementation of a Drupal-based content management system. Any eventual system must not only meet the requirements set forth in this Request for Proposal (RFP),, but must also be flexible and scalable in order to meet the City's future business'and technology needs. The purpose of the RFP is to provide interested vendors with sufficient information to enable them to propose and submit proposals for the scope outlined within the RFP. The City seeks proposals from interested vendors that have proven experience in designing, Implementing and supporting Drupal websites that support local governments (City, County, etc.) of similar size to the Santa Ana. It. PERIOD OF CONTRACT Unless earlier terminated as allowed for in the agreement, contract term shall be for a period of one (1) year. The contract term is anticipated to commence after City Council award of this contract and upon receipt and approval of all required bonds and Insurance documents. III. OPTION OF RENEWAL The term of this agreement may include provision for renewals as set forth in the Scope of Services, attached as Exhibit A. IV. FISCAL NONFUNDING CLAUSE In the event sufficient budgeted funds are not available for a new fiscal period, the City shall retain the right to notify the provider of such occurrence in writing at least thirty (30) days before the end of the current fiscal period and terminate the contract on the last day of the current fiscal period without penalty or expense to the City. V. SCOPE OF WORK/SERVICES The scope of work may include any and all work efforts related to the Website Redesign and Implementation of Drupal Content Management System as set forth in EXHIBIT A - SCOPE OF SERVICES. The contractor shall be an independent contractor capable of providing experienced, knowledgeable and professional staff. The contractor shall be responsive and maintain excellent working relationships with city residents, businesses, government officials and City staff. The contractor shall provide adequate staffing levels at all times and adhere to established schedules. 25&37 The contractor shall comply with all federal, state and local laws, rules, regulations, ordinances, and statutes. VI. GENERAL INFORMATION A. The term of the contract will begin after the contract award by the City Council and approval of required bonds. B. When determined appropriate, the City will provide information in its possession relevant to preparation of required information in RFP. The City will provide only the staff assistance and documentation specifically referred to herein. C. The proposer shall be responsible for retaining data, records and documentation for the preparation of the required information. These materials shall be made available to the City as requested by the City. D. This RFP does not commit the City to pay costs incurred in preparation of a response to this RFP. All costs incurred in the preparation of the proposal, the submission of additional information, attendance at preproposal conference, negotiations with City, and/or any other aspect of a proposal prior to award of a written contract will be borne by the proposer. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any informality or technical defect in the proposal. E. All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall become property of the City. Proposer information identified as proprietary information shall be maintained confidential, to the extent allowed under the California Public Records Act. F. The City reserves the right to reject, replace and approve any and all subcontractors. All subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any subcontractor(s). Subcontractors shall be the responsibility of the prime contractor and the City shall assume no liability of such subcontractors. VII. PROPOSER RESPONSIBILITIES The selected proposer will assume responsibilities for all services in its proposal. The selected proposer shall identify a sole point of contact with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement. VIII. INITIATION/KICK OFF MEETING The successful proposer will be required to meet with City staff prior to commencement of services or at any time as required by the City, to discuss and agree on operational issues including transition of services and scheduling. IX. CITY BUSINESS LICENSE The selected proposer shall be required to obtain a City of Santa Ana Business license within thirty (30) days of selection and must provide a copy to the City projects manager or designee prior to commencing any work in Santa Ana. 25Ea38 X. ADDENDA Any subsequent changes in RFP from the date of preparation to date of submittal will result in an addendum or amendment by the issuing office. Notification of such addendum or amendment shall be effected by posting on City's website, as set forth in the Notice Inviting Proposals. XI. RULES FOR PROPOSALS The signer of the RFP must declare in writing that the only person, persons, company, or parties interested in the proposal as principals are named therein; that the proposal is made without collusion with any other person, persons, company, or parties submitting a proposal; that it is in all respects fair and in good faith without collusion or fraud, and that the signer of the proposal has full authority to bind the proposer (Exhibit G). XII. COMMUNICATIONS AND INTERPRETATIONS/CLARIFICATION DEADLINE To facilitate the RFP process, proposers are required to monitor the City's Bid and RFP page at https:/hvww.planetbids.comloortal/portal,cfm?CompanvlD=20137 .No oral interpretations will be made by the City to any proposer as to thb meaning of requirementsidentified herein, including the Scope of Services and Terms and Conditions. Every request for such an interpretation or clarification must be submitted in writing. Please submit all inquiries via the online Planet Bids site by 3:00 p.m., on Friday, October 7, 2016. Significant interpretations or clarification will be made by an addendum to this RFP. Addenda may become part of the agreement documents. All proposers are recommended to visit the above mentioned website on a regular basis. XIII. SUBMITTAL INFORMATION AND DEADLINE Proposals are due to the City of Santa Ana, at the date, time, and location set forth on the Notice Inviting Proposals. Faxed and e-mail proposals will not be accepted. XIV. SUBMITTAL REQUIREMENTS The RFP is intended to assess and evaluate each firm's capabilities as they apply to the proposed project. Submittal of Proposal A. Seven (7) copies of the response to the RFP shall be signed by a company official with the power to bind the company. B. One (1) copy of the submittal on a compact disc, USB flash drive or equivalent. C. Structure your proposal to include the Scope of Services response, general time implementation schedule, fees/contract price, and exhibits. Each firm must address each of the following items in its response to the RFP: A. Statement of Qualifications - In order to maintain uniformity, the Statement of Qualifications must be limited to a MAXIMUM of 30 PAGES (excluding front and back covers, section dividers and exhibits). The page limitation includes all appendices, attachments, and supplemental information. The following information is required: 25&39 Cover Letter — A letter signed by a principal or authorized representative who can make legally binding commitments for the entity. 2. Firm and Personnel Experience: A profile of the firm's experience, including the names and experience of personnel and sub consultants who will be providing services. At a minimum, this should include the project manager/principal agent, associates in charge when project manager/principal agent is unavailable, key personnel, and an organization chart identifying only those who will perform work for the proposed project and the percentage of each individual's time devoted to this project. The project manager/principal agent shall be the primary contact person to represent your firm and will be the person to conduct the presentation, if invited for an interview. 3. Implementation Plan: Proposer shall submit a general description of the deliverables and timelines to complete the project. 4. Financial Responsibility (Capacity): If requested, proposer must be willing to submit its most recent audited financial statement, evidencing proposer's financial capacity to fully perform the required services. B. EXHIBIT C — PROPOSERS STATEMENT AND PROPOSAL ITEM PRICING Vendors must provide detailed fixed prices, including out-of-pocket expenses, for all costs associated with the responsibilities and related services indicated herein. Clearly specify the nature of expenses anticipated and the amount of each category for out-of-pocket expenses. Vendors must submit a number of hours of service to be provided for each year of the contract, an hourly cost for services and a total fixed-price for the project budget. C. EXHIBIT D —REFERENCES — The Proposer shall submit a list of agencies, past and present, for whom you have provided work similar to that identified in this RFP (Exhibit A) for the last 3 years. Include the following information in the description section of the exhibit: • The version of Drupal (e.g. 6, 7, 8, etc.) • Approximate number of pages of the site • Approximate number of content contributors D. EXHIBIT E - PROPOSERS STATEMENT E. EXHIBIT F— SAMPLE ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIALGENERAL LIABILITY POLICY F. The proposal must be completely responsive to the RFP. Any exceptions to the requirements of this RFP must be included in the proposal. Such exceptions must be included as a separate element of the proposal entitled "Exceptions and Deviations." The Executive Director, in his sole and absolute discretion, may authorize or deny any exceptions. G. The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any contract will be awarded pursuant to this RFP or otherwise. The City reserves the right to waive minor inconsistencies in submitted Proposals. XV. CONSULTANT SELECTION— PROPOSAL AND EVALUATION 25E7-40 The criteria for evaluating the proposals submitted will take the following items into consideration: • Demonstrated competence; • Experience in performance of comparable engagements; • Reasonableness of cost; • Expertise and availability of key personnel; • Financial stability; and • Conformance with the terms of this RFP. The proposals will be reviewed by a committee of City team members. The committee will evaluate proposers based on the response to the RFP and the City evaluation criteria set forth above. A final ranking will be determined based on entirety of the submitted proposals. The committee may interview the top tier of proposers and recommend award of the contract to the proposer who will provide the best quality service at minimum cost to the City. The City reserves the right to negotiate pricing and for additional terms. City reserves the right to begin negotiations and enter into a contract without interview orfurther discussions. XVI. PUBLIC RECORDS Proposals will become public record after award of contract. Proposer information identified as proprietary information shall be maintained confidential, to the extent allowed under the California Public Records Act. XVII. PROTESTS Proposers may file a `protest" to a Request for Proposal (RFP with the City's Purchasing Department. In order for a protest to be considered valid it must: 1. Be filed in writing within five (5) business days of either the RFP issued date or before 5:00 p.m. of the 51h business day following the posting of RFP Results/Notice of Intent to Award Agreement on the City's website; 2. Clearly identify the specific irregularity or accusation; 3. Clearly identify the specific City staff determination or recommendation being protested; 4. Specify, in detail, the ground of the protest and the facts supporting the protest; and 5. Include all relevant, supporting documentation with the protest at the time of filing. If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest is valid, the City's Purchasing Manager, or other designated City staff member, shall review the basis of the protest and all relevant Information. The Purchasing Manager or designee will provide a written decision to the protestor within ten (10) business days from receipt of protest. The decision of the Purchasing Manager, or designee, is final and no further appeals will be considered. 25EI}41 EXHIBIT A CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM SCOPE OF SERVICES DESCRIPTION AND SCOPE OF WORK The City of Santa Ana is issuing this Request for Proposals (RFP) for Website Redesign and Implementation of Drupal Content Management System. A. BACKGROUND The City has one primary website (www.santa-ana.org) to provide different avenues of communication for its residents and to also direct specific information to a variety of segments of audience such as those interested in visiting or doing business with the City. The website first launched in 1999 and has grown to consist of approximately 700 static HTML pages, plus 4,000 supporting assets (PDF, images, video, etc.). The City's Communications Manager is the Editor in Chief, responsible for content editorial and for providing images and photography. The departments develop content, graphics and photographs. The City's various departments are responsible for managing their departmental content which is directed through a workflow in the content management system for approval and publishing by the I.T. department. Responsibility for authoring content updates within the current content management system is distributed across multiple departments. The City's Information Technology department is responsible for all City websites. The I.T. Department administers the City's servers, content management platform, backup and disaster recovery, security and management of the process to update the sites. This RFP is for website redesign and implementation of a new content management system as well as full development and implementation services. The City currently hosts its sites internally with Windows Server/IIS, but would prefer to use 3rd party non -vendor specific cloud hosting. The current City web site is not utilizing a content management system and hosted internally in a Microsoft Windows environment. The City currently uses Adobe Contribute to manage the updating of content for the primary website. The production environment consists of a single physical server which runs web services (IIS) and a separate physical database server running Microsoft SQL. B. PROJECT DRIVERS 1. Replace current Adobe Contribute environment with a robust database -driven web content management system. 2. Provide intuitive, easy-to-use interface for content contributors to create/update web content. 3. Functional, appealing, service -based, and responsive website design that allows easy access from all devices, including smart phones. 4. Strong search capabilities. 5. Include an Open Data portal for public data. 6. Include an Economic Development portal. 25E,42 7. Advanced features such as language translation, GIS mapping, and personalization. 8. Ability to interact with back-office systems to provide online services to the public. 9. Have the site be hosted with failover redundancy. C. TECHNICAL REQUIREMENTS 1. The City has selected the Drupal 8 Content Management System. 2. MySQL or equivalent open source database engine. 3. Assist with installation and configuration of all the necessary environments (e.g., Dev, Test, Staging, Production, etc.). 4. Create mechanisms to automatically migrate data from Staging to Production or from Production to Staging. 5. Create ability to refresh environments from Production, when necessary. 6. Provide documentation/procedures for handling any custom codelplug-ins during patching and upgrades. 7. Design should utilize HTML5 and CSS3. 8. Ability to install and utilize plugins for additional features and functionality. 9. GIT Implementation for code versioning, site synchronization and backup. 10. Integration of USA.gov Analytics for the City's website. 11. Provide optional quote to have hosted in fully redundant data center such as AWS or Acquia Cloud. D. FUNCTIONAL REQUIREMENTS GENERAL 1. Site design must meet ADA requirements. 2. Ability to create FAQ pages. 3. URL aliasing capabilities. 4. Ability to manage web server (set up redirects, sub -domains, MIMI mapping, etc.) 5. Links to City mobile apps. 6. Focus on online services. CALENDARIEVENTS 7. Calendaring system that provides for multiple individual calendars that can also be rolled up into one calendar. 8. Calendars should have options for different views. 9. Calendars have classification that can be used for personalization. (See Personalization section). 10. Online event information submission. ECONOMIC DEVELOPMENT PORTAL 11. Portal may have unique templates and even be a sub -site. 12. Site will contain embedded media, such as video, slide decks and high resolution photos 13. Functionality across several user platforms - including mobile devices and major browsers (Chrome, IE, Safari, Firefox, etc.) 14. Include analytics and lead generation - Google analytics, salesforce.com backed functionality. EDITING 15. Provide necessary templates to allow content contributors to easily create the various content types required for the City site. 16. Content contributors should have the option of a WYSIWYG or HTML editor for editing webpages, articles, posts, or newsletters. 17. Ability to version pages and revert to prior versions. 18. Ability to stage and expire content by date and time. 25EA3 19. Content contributors have the ability to add new pages and add to website navigation. 20. Ability to copy and paste from Microsoft Word. 21. Ability to classify any object with categories, tags, or meta data to improve search results. 22. Ability to easily attach and work with images and photos in the editor. 23. Ability to easily embed video images into webpages. 24. Ability to easily post emergency notices to the homepage. EMAIL LIST MANAGEMENT 25. Website should provide visitor with the ability to subscribe to a variety of opt -in email lists, such as email newsletters, announcement lists, or discussion groups. 26. Visitors should be able to unsubscribe from lists. 27. integration should exist to integrate lists with marketing services such as Constant Contact. FORMS 28. Provide the ability to create data entry forms that send email notifications. 29. Provide the ability to create data entry forms that update an Internal database. 30. Provide the capability of creating online surveys. 31. Ability for users to report problems and ask questions. GIS 32. Ability to supply location -based information through maps (e.g., Google, ESRI, etc). 33. Navigation using map hotspots for neighborhood groups. IMAGES AND VIDEO 34. Centralized image and photo libraries for managing website assets. 35. The ability to have the system automatically resize images and photos into web -friendly sizes -- Preferably during the upload process. 36. The ability to create thumbnail images of photos and images automatically without using its full size. 37. The ability to create photo albums/galleries that can be embedded into webpages. 38. Provide the ability to attach captions to photos. 39. Ability to upload and store video files. 40. Ability to display streaming video feeds. INTEGRATION 41. Ability to embed other sites/applications into the website (frame). 42. Ability to communicate with other City systems to exchange data, if desired. 43. Ability to send out email blasts to distribution list. 44. Ability to integrate with Nixie (Nixle.com) for alerts. MULTIPLE LANGUAGES 45. Provide the ability to easily display the entire site in multiple languages through Google Translate. 46. Provide the ability to have alternate versions of pages for multiple languages and display those pages if that is the visitor's preference. NEWS 47. Provide tools for creating and managing news items and press releases. Items may be specific to department for departmental pages or rolled up for the home page. 48. News items may or may not contain an image or picture. 49. Ability to display department -specific items on departmental pages, identify which items will roll up to home page and indicate which Items may stick to homepage. 50. Ability to provide an RSS feed of news items. 25L144 OPEN DATA PORTAL 51. Implement an Open Data web portal using the DKAN open source tool. 52. Assist with the creation of up to 12 dataset and 6 charts/maps. (City to provide data or feed). 53. Must meet California Open Data requirements 54. Integrate portal with primary website and provide consistent navigation, look and feel. PERSONALIZATION 55. Provide the ability to have users choose preferences in a profile that will then tailor content for their viewing. For example, choose neighborhood(s)lpark(s) in order to see content (news, events) specific to the neighborhood(s)/park(s). 56. Allow users to change their profile settings. 57. Allow content contributors to classify content in a way that facilitates personalization preferences. SEARCH 58. Provide a powerful integrated search engine that can index managed content. 59. Allow ranking or prioritizing of search results. 60. Searches should be across all content types.(e.g; , News, webpages, images, video, etc.) 61. Allow federated search of other City domains (sub -sites). SECURITY AND WORKFLOW 62. Provide LDAP integration with the City's Active Directory for single sign -on. 63. Provide role -based security that limits access and functionality based on a user's logon. 64. Provide workflow for approvals of content changes. 65. Must use the latest security techniques to prevent hacking. 66. Must have tools for users to use self-service for registration and for reminders/resetting of forgotten IDs and passwords. SOCIAL MEDIA 67. Provide for a separate portallpage for Social Media links. 68. Provide controls for the public to share website content on various social media platforms. 69. Provide tools to embed social media feeds into website pages. STATISTICS 70. Provide ability to capture and report on website visitor information/statistics. TRAINING 71. Provide manual for technical administration of the CMS. 72. Provide training manual for content contributors. E. DESIGN REQUIREMENTS Vendor is expected to develop a design themes that incorporate the City's branding elements with updated colors, typography, layouts and other such elements. A focus of the updated design will be to support improvements to user experience. The new design should incorporate today's design elements used by progressive and technology - friendly agencies also utilizing navigational trends that model the mobile user's needs. For example, design should reflect use of images rather than text with use of photography and graphics, the site should be nimble and portray a mood and a reflection of City culture. The layout should be liquid rather than static with a focus on presentation planlinformation architecture (content placement and navigation). The resulting website must be responsive meaning it will employ a responsive design that will present the site's content in a style and layout that adapts to the capabilities and limitations of the 25Ea-45 particular user agent (computer, tablet, mobile device, assistive browser etc.) being used to visit the site. Optimization of delivered content will be accomplished by employing design strategies such as progressive enhancement, fluid layouts, proportion -based grids, responsive images, and CSS3 media queries. This responsive design should be friendly for touch based navigation. The website will function as an effective communications and marketing tool highlighting City news, functions and services for the community and beyond. The site must be unique, look professional, and uniformly represent the City in interaction with residents, businesses, and visitors both current and potential. The entry point for the site must represent the quality, character and embodiment of the City allowing users easy access to information with minimal clicks. The vendor will work with the City team to plan and organize information on the site, which most likely will include planning sessions, regular meetings, and continued communication throughout the duration of the website design project. F. IMPLEMENTATION The Vendor must describe its proposed design and implementation services. The proposed solution must include a comprehensive implementation plan complete with a description all activities, activity schedule and resources proposed for a successful product implementation. The City is seeking a single phase rollout with a new website design running on a full function CMS. The City is looking for the vendor to provide project management and application technical resources. The City will provide technical, and user resources to support the City's obligation under the project contract in accordance with the Vendor's installation approach and associated activities. Provide your views and description (# of staff, project roles and time commitment) of the team. G. PERFORMANCE SCHEDULE Provide a high-level Gantt chart that shows the major phases, their durations, and the total number of consulting hour (per phase) that is included in the cost estimate. Include a payment schedule that is based on City acceptance of milestones. 25E1346 EXHIBIT B CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM SAMPLE AGREEMENT THIS AGREEMENT, made and entered into this _day of , 201_ by and between (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 1. The City desires to retain a consultant having special skill and knowledge in the field of 2. Consultant represents that Consultant is able and willing to provide such services to the City and is licensed by the State of California to provide Website Redesign and Implementation of Drupai Content Management System. 3. 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 website redesign and implementation firm. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: SCOPE OF SERVICES Consultant shall perform those services as set forth in Exhibit A to this Agreement. 411. COMPENSATION City agrees to pay and consultant agrees to accept as total payment for its services, the rates and charges set forth in consultant's proposal, attached hereto and incorporated by reference. The amount to be expended for services shall not exceed (dollar amount) ($ ) during the term of this agreement. 2. 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 256*47 This Agreement shall commence on the date first written above and terminate on 201_, unless terminated earlier in accordance with Section 12, below. The term of this Agreement may be extended upon a writing executed by the City Manager and the City Attorney INDEPENDENT CONTRACTOR Consultant 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 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. 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, volunteers and representatives 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 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 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 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. d. 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. e. 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 full force and effect for the entire period covered by this Agreement. 25E48 (li) 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. 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. 6. 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. 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. 8. 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. 25EA9 A. 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, sent by tele facsimile communication, or via e-mail to the following persons: To City: Clerk of the Council City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92701 Fax 714-647-6956 With courtesy copy to. City Attorney City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92701 Fax 714-647-6956 To Contractor: 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. 10. 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. 11. ASSIGNMENT In as much 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. 25E-750 12. 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 Executive Director 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. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 13. 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. I 1l 11f &-TellA31Tforks/1QRit 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. 15. 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. 16. 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. 25E -m51 ATTEST: CITY OF SANTA ANA MARIA D. HUIZAR DAVID CAVAZOS Clerk of the Council City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: Name of Attorney City Attorney RECOMMENDED FOR APPROVAL: Name Executive Director — (Agency) CONSULTANT (NAME) (Title) Tax ID# 25Ew52 EXHIBIT C CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM PROPOSERS CERTIFICATION and PROPOSAL ITEM PRICING Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit A) and am familiar with the scope of work locations. I am familiar withal] the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposal Item Price - Pricing shall be based on a fixed-price basis for services described in Exhibit A. Fee must be inclusive of all costs, including but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Please attach proposed cost and payment schedule. LEGAL NAME OF COMPANY BUSINESS ADDRESS PHONE AND FAX NUMBERS PRINTED NAME OF AUTHORIZED AGENT TITLE SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IF APPLICABLE) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 25E_a63 EXHIBIT D CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional Pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Contact Individual: Address: Phone Number: Facsimile Number: Contract Amount: Year: Description of supplies, equipment, or services provided: I Reference Customer Name: Contact Individual: Address: Phone Number: I Facsimile Number: Contract Amount: Year: Description of supplies, equipment, or services provided: I i Reference Customer Name: Contact Individual: Address: Phone Number: Facsimile Number: Contract Amount: Year: Description of supplies, equipment, or services provided: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 25Ej-54 EXHIBIT E CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Signed and Printed Name: Title Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 256255 EXHIBIT F CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM SAMPLE 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: The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ("additional Insureds") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the companys 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 , this endorsement form as a part of Policy #. Issued to Named Insured Countersigned by Authorized Representative SAMPLE ONLY 25&66 360 Business Consulting Response to RFP 16-121 12 25E-57 M Table of Contents A. Statement of Qualifications 3- 1. Cover Letter 3 2. Firm and Personnel Experience 4 3. Implementation Plan is 4. Financial Responsibility 30 B. Exhibit C—Proposer's Statement and Proposal Item Pricing 31_ C. Exhibit D—References 34 D. Exhibit E—Proposer's Statement 35 E. Exhibit F—Sample Additional Insured Endorsement for Commercial General Liability Policy 36 City of Santa Am 2 Website Rcdcsigu andimpicamniatiun of nrupal Content Managcn ent System RFP 16.121 25E-59 0 Cover Letter October 20, 2016 Jack Ciulla, Project Director City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92702 Dear Mr. Ciulla. The City of Santa Ana is looking for a proven provider of Drupal-based websites for governmental agencies. Alter reviewing the comprehensive specifications of your RPP, Nye believe our experience and team of professionals make us the right company to deliver the successful website and content management system you are seeking. We have the knowledge and experience to provide the features, functionality and integrations you need. 360 Business Consulting has been in business for more than 12 years, and provides a complete range of marketing and technology services. Our clients we've developed Drupal CMS for include the City of San Diego, the City of Laguna Woods, the San Diego Unified School District, the Central Basin Municipal Water District and the West Basin Municipal Water District. We also have experience developing Economic Development portals, specifically with major universities including .Cal State San Bernardino. We have the ability to survey local businesses to determine the services they need to help them better serve their customers. We have the experience and ability to not only design and create innovative, practical technology solutions, but also to provide strategy. copywriting, search engine optimization and training support to our clients. We also have experience designing mobile applications. and making sites work on popular mobile platforms. We are proud of the team of people Working at our company and have very little turnover. In fact, the same team will be assigned to this project that has worked with the City and the other municipalities listed as references in this proposal. This proposal shall remain valid for 365 days from the date of submittal. I acknowledge receipt of Addendum No. 1 on October 12. 2016. 1 am authorized to bind 360 Business Consulting to the teens of the proposal and I attest that all information submitted with the proposal is true and correct. Sincerely. �J Bridget DiRico. CEO 360 Business Consulting- 1576 onsulting1576 N. Batavia St. Oratige, CA 92867 949.315.5068 bdiricofa 360-biz.com C'iIP of Santa Ana WetKile IW,signnnd linpinn<nlation of Onipt Conlml%Mnai; mdul $'worn RFP I6d 21 25E-60 ® Firm and Personnel Experience 360 BC Group, late., our corporate entity, is a privately held corporation with 48 employees. We have been in, business for I Z years and operate three companies under the'360 BC Group, Inc. umbrella: 360 Business Consulting, GiftChecksOnline and .eGuardian'(a child, protection service that was sold in 2012). Weare financially solvent, have little long-tenn'debi and have been profitable in each of our last 10 years. Our public sector clients -include the City of San Diego, the City of Laguna Woods, the San Diego Unified School District, Huntsville City Schools, Superior Court of Orange County, -the West Basin Municipal Water District and the, uperior Court of Contra Costa County. Founded in 2004; 360 Business Consulting is'a.Califomia corporation headquartered in Orange, CA at 1576 N. Batavia Street (this is the physical location responsible for your project). The company.now has six:offiecs in Califomia, Texas, Washington and Nevada. We area Certified Disadvantaged Business Enterprise and have design and development cxpc6cnce liclping.government, state and local clients with their web and technology needs. We have the experience and ability to not:only design and create innovative, practical technology solutions, but also to provide strategy, copywriting, search engine optimization and tmining•support to our clients. We also have experience:designing mobile applications, and making sites.woik on popular mobile platforms. We are very proud of the team of people working at our company and have very little turnover. Our vision for this project is to deliver a websiteand CMS that is relevant for the next 5-10years, and: I. Graphically communicates the uniqueness and mission of the City of Santa Ana without being sluggish to load; 2., User-friendly, intuitive and invites audiences to interact with the website; 3. Easy and quick for the your internal team to update and revise content as necessary; 4. Although we are very familiar with many,different CMS, we suggest use of open -source technology that is flexible to upgrades, additions of functionality and revisions; 5. Secure and protected against intrusionsand hacking; 6. Compatible with social media and mobile devices; 7. In compliance with ADA accessibilityand W3C standards. Weare able to provide authentication, data collection and analytics, as well as secure off-site hosting, No subcontractors will be used to complete this project. All tasks will be completed by employees of 360 Business Consulting. The company specializes in consulting and implwnentingsuccessful website design, development and maintenance programs that utilize the latest in technology strategies. 360 is unique, in that it guarantees both its results and its ability to complete projects on time and within a pre -established budget. Wohave City of Sauta Ana website Redesign amd lmplenncngnion ofDmpal Content Management system RPP 1&121 25E-61 : 2h: the experience and ability to not only design and create innovative, practical technology solutions, but also to provide strategy, writing, search engine optimization and training support to our clients. We,provide you with all the code, databases and copyrights on everything we create. Upon closure of the project, we turn over all materials to you, ensuring you always have ownership of what you paid for. In addition, or code structure and comments are well structured forothers to make changes if you hire internally or decide to work with another company. Extensive Design, Development & Technical Capabilities Specifically, 360 has the following capabilities to meet the needs of Santa Ana: ■ 360 has developed more than 1,000 websites and marketing programs in its 12 years of business, with the vast majority of the theme being driven 1 95> by a website with support marketing and technology applications. p MyS UI • We have developed and customized various content management systems (CMS) for our governmental and private sector clients, including Drupal, Wordpress, Ektron, Red Dot, Joontla, DotNetNuke, and Silefinity.. We created an Ektron site for Service Master, now Clean x�ssoRDP Scapes. We developed the templates, implemented the training, YY Wr integrated it with their digital marketing efforts and customized their reporting. After one year, they had us convert their CMS to Drupal to eliminate the expense of licensing fees. We are experienced designers, writers, Flash developers and videographcrs. We can either take your elements and incorporate them into the site, or take direction and create all needed elements from scratch using video, animation and graphics, • For the Central Basin Water District, we provide both web design and graphic design services for their newsletter, marketing materials and other materials as needed. For the City of San Diego, we performed the content migration from their former site into their new Drupal-based system. Using both an automated and manual process, we migrated 35,000 pages and 90,000 pdfs. For the San Diego Unified School District, BlackBoard CMS into their new Drupal-based CMS. City of Santa Ana 1Vc1eslle Redesign unJ LnPlen¢ntntion ofnmpal Cont:nl Afanagcmrni System RFP 16-1? 1 25E-62 Central Basin Nkfflicipal Water District The City of SAN ®IEG& we migrated 100,000 pages from Working with the City of Laguna Woods,,our client asked us to, design a website that would specifically accommodate the City of r needs, of their unique population (the majority of their ��t I Laguna Woods .residents, are 6.0 years old and above). The website we designed increased their user interaction but while presenting the new site at their council meeting, a councilmeinber suggested a website that Would,appcaled more to the business environment in ilia city. At no extra charge, :w.e designed templates for another site, they could use. They havedt launched the sitc,yet but have the tools they need to do so. We were selected by the Superior Court of Sutter County to relaunch theirwebsite. We provided a modem and clearOpyout that was easy' for non-technical staff to manage and THL SUPERIOR COURT OF CAMFORKIA increased the site's usability for residents. COUNTY OF SUTTER -Working within their graphic standards, 360 createdn custom calendaring system, a secure file transfer utility and a mediation appointment system integrated into their Outlook server. Even though not part of thc.original bid, the Court staff wasstruggling'to fund the time to develop copy for the new site and meet their launch deadline. At no extra charge, 360's team of copywriters developed the copy and optimized it for search engines.. HTML CSS We prefer to work with open -source tools and their extensions such PHP, MySQL,;Javaseript, Java,,HTML 5 and CSS, but also have extensive experience with ASP and .NET. We also work in Flash, Access, XML and XHTML..our talented and on -staff programmers are specialists in these languages,, and some have contributed objects, Quer✓ modules and security protocols that have been adopted by the standards •'° ^ •°^� organizations.. 360 has been a pioneering agency in.scawh engine optimization (SEO). We provide SEO services for many. major web hosting companies, Fortune 500 companies, leading-edge online retailers and local businesses. We have presented to organizations and convenlions;.sat on industry panels and written two popular books on SEO. We were one of the first organizations, years ago, to (ecus on content versus site gimmicks, tints our changes, even ones made years ago, continue to be well -rated by major search engines: Social media saviy. Social media is a key element of our clients' communication and relationship with their online audiences. Our design and development projects help our clients' integrate social media into their overall web strategy and designs. city of Santa Ana Wcbsito Rc&ign and Implcmenin ion of nmpal Conim Maiaticatc o System RPI' 16.121 25E-63 ■ Using Facebook and Twitter we have created social media and marketing campaigns that drive target audicnces "lo websites and communicate important information about using transportation services. Social media is a very effective medium for increasing awareness. ■ Our experienced copywriters develop content for our clients' blogs, twitter feeds, and Facebook and Instagram posts. We're able to r ensure a consistent feed of information and communication to key • audiences. 360 is also able to deliver reporting and management that enables our clients to, quickly and easily track.the usage of your website. We frequently use Google Analytics to provide comprehensive tracking and management information to help better understand how your visitors are using your site. ■ In addition to the actual numbers reported, we also provide our clients with monthly analytics and our analysis of what the data actually means for the site's users. In the Work Samples section you will rind sample of the information included in our web reports and executive summary, Responsive website design and development. • All of the websites we created are mobile responsive. Weare experienced designing and developing responsive websites to accommodate users accessing the site from their mobile device. In addition to the look and feel, we adjust the mobile view to prioritize the behavior of most mobile users. Audience feedback survey tools. We have created many survey tools that enable our clients to seek and collect information from their audiences, In addition to providing flexibility to develop questions that require multiple choice, multiple select, City of Santa Ana 11 cWtc aedmign and Implemenwtion ofnmrytl Contnn Management Systcm UP 16-121 25E-64 .WiiF1�GG*tV.aq 1 <. u...p.m,n w..♦m,rnn.,. m. flM o.n f.. ranking and written response options, you will also have real-time and archived reporting. Online forms, Providing easy access to web forms, both static and dynamic, is a key part of making the website relevant to its users. 360 creates a basic form center for administrators to quickly add and organize commonly required forms. Ecommerce solutions. We. have developed many ecommerce solutions that support online payment processing in a secure, stable environment for both retail and commercial applications. ■ We have designed and developed email templates for our clients to use to communicate with their audiences. We are able to design templates that meet their branding specifications and have functionality that makes it easy to track and organize responses, and feed into client CRIM databases. • We have worked with ExactTarget, Marketo, Act -On, Eloqua, Constant Contact and a variety of proprietary email systems. We have experience designing templates, and tweaking emails to increase click through rates, open rates and actions. ■ Our experience exceeds successful design. It is focused on the evolving nature of email marketing and the design of effective CTA. Our templates are sent to more than 250k recipients each month. • We are fully aware of the website elements necessary in order to achieve compliance with Federal ADA Requirements. For example, ensuring that the site can be navigated with only the directional arrows and keyboard and offering a text browser. City of Santa A= Website Redesign and Implementation of Dnryal Content Management System RFP 16-121 25E-65 Key Personnel Roe Zana Project Ei eeutlirc - canauarew Alyssa Villa, ..l5uia Dlai r Maiketlng - ti TGUI7 �JLlMII We propose the following team to work with you throughout your .engagement with us. We may eventually bring in other specialists as needed — we have a staff of 48 employees nationwide — but the core team represented here will be consistent. This allows us to be more efficient in learning your needs, while providing stability in your interactioiis'witlt us. We have built many long-term,client relationships by making it easy and convenient to work with us; and serving as a reliable partner in the needs of the companies that require our services. No key team member will be reassigned without prior written approval from the City of Santa Ana. City of Santa Ana WOnIte Rcd�ign and Implcmenution ofDnipal Cmtcm Ataaagunua system RIT 16.121 25E-66 Ron Zayas Chici Strateglsi. Covt:rnmeiv and i:lu tuipalmes tzava sQ.3611-bir..cam 949:916.9120 949.608.3663 (fax) 1576 N. Batavia St. Orange, CA 92867 Ron will be ilia Project Leader and is responsible for understanding what y need; developing a strategy to meet your objectives and then guiding the cr..,. team to implement the necessary work on a daily basis. A former executive for the world's largest printing' franchise, Ron lead the team that developed and deployed the international franchise -wide document management system. Ron is our main strategist for all governmental and municipality clients. He was key in the strategic development of the City. of San Diego's website project which required 360 to cooperate with other vendors completing different aspects of the project. Ron's expertise in technology and marketing makes him a valued resource to our clients. While you will frequently interact directly with all team members, your,strategist is always coordinating. efforts to make sure that objectives are met, even when they are outside the scope of our engagements. He is a co-founder of the company. Ife will spend an average of 20% of his time specifically dedicated to your project. Laura Diaz prrle�! Iolatiaoei Whiza 360-biz.cam 1576 N. Batavia St. Orange, CA 92867 949.916.9120 949.608.3663 (fax) Laura will be your single point of contact. She is a certified project manager who is highly detailed, organized and responsive. Her jab is to ensure that all items happen when and how they should. She reviews incoming job tickets and makes assignments to the team; she follows up with the team and with clients to make certain deadlines are mel. if you ever need to know where anything is at any given time, and you don't want to use the online system, give Laura a call. One point of contact makes things easier when you are in a hurry. Laura will have 35% of her time focused on your project. City of Santa Ann Websin Redesign and Implementation of enipnl Content Management System RFP 16-121 25E-67 IQ Marc Prost Technology Lead mfrost x360-hiz.enn1 949.916.9120 949.608.3663 (fax) 1576 N. Batavia St. Orange, CA 92867 Marc is an accomplished programmer trained atone of the most prestigious schools for web development in the country (Cal Poly Pomona). Marc's job is to turn your ideas into efficient code and oversee the technology aspect of your project. He will help lead the efforts with our other in-house programmers, and review your code before it goes live, whether it is creating your database or developing the front-end of your software. Marc will be workingexclusively on your project for 33% of his time. Robert Rodriguez Web and User Interface Design rrod rig ez(h-1360-hiz.co ru 949.916.9120 949.608.3663 (fax) 1576 N. Batavia St. Orange, CA 92867 While Marc programs, Robert's job is to put the pieces together into a.clean, functional HTML page that works with all major browsers. He is very experienced designing both digital and non -digital media and has lead our projects for (lie City of San Diego, the City of Laguna Woods, San Diego Unified School District and Huntsville City Schools. Ile understands how to integrate key design elements with intuitive functionality. Robert will be spending 3540% of his time on this project. David Hofstede LeaJd Cppy;vlilEf and Editor d hofsledera,,360-biz.cown 949.916.9120 949.608.3663 (fns) 1576 N. Batavia SI. Orange, CA 92867 David oversees the staff of writers who craft messages for our client's websites and SL•O efforts. David will be leading the copywriting strategy for the portal's content and positioning Long Beach as a highly - attractive location to do business. He will ensure that the content is attractive to both search engines and entrepreneurs looking to start a new business. David will be working on your project 15-20% of his time. Ciiy of Santa Ami Wch%itc Rcdecign and Implenteamlion of Dmpal Conlan Ninnagenicnt System RFT 16-121 25E-68 Alyssa Villa btarketmg uvillata1360-biz.en m 949.916.9120' 949:608:3663 (fax) 1576 N. Batavia St. Orange; CA 92867 Alyssa is our marketingand emarketing specialist. She helpsdevelop campaigns and oversees the impletneittation of marketing campaigns for our clients. She works closely with Robert and David to ensure that designs and.content work together to accomplish marketing objectives. Alyssa will spend 15r 209/6 of her time on this project. City. or Santa Ann website fta@sign and Impkmenmtion m[Dmpa1 Cantetn danagcmcnt System RPP 16.121 25E-69 12 on's expertise In both technology and marketing makes him a valued resource to our clients. For more than 30 years he has leveraged technology to deliver secure, user-friendly websites and applications that accomplish organizational objectives. He is our main'strateglst for all governmental and municipality clients and Is a co-founder of the company._ Project Experience Orchestrated the web redevelopment for the San Diego Unified School Districts website and individual websites for the district's 156 schools. The content migration aspect of the project included 1 DD,ODD pages from BlackBoard CMS into their new Drupal-based CMS. Led the team responsible for the City of San Diego's new Drupal-based website content migration. Using both an automated and manual process, the migration Included 35,000 pages and 90,000 pdfs. Works with private corporations and public entities to develop, enhance and Implement online marketing initiatives, Including websites, online technology, search engine optimization and search engine marketing. City of Sanm Ano WebQc RN,, ign and Implcnrcmntion ofDrupal Cmnm Alanageman System RFP 16-121 25E-70 13. i:GMI: i Laura is a pro -active and enthusiastic project manager who never misses a detail or a deadline. She creatively engages wlth others to develop innovations and improvements in the customer experience. Laura has exceptional skills for planning, organizing and driving a project to completion. She is a Certified Project Manager. Project Experience Led the development, monitoring and reporting of financial and non-financial performance against organizational and service priorities and objectives; Identified key areas for development and improvement. Embedded performance management and improvement, via the annual business planning process. Ensured that services are delivered effectively, achieve value for money and maximize budget efficiencies. Coordinated the monitoring and reporting of service performance (including, but not limited to, key performance indicators), to ensure continuous improvement in line with targets and agreed outcomes. Developed management systems and processes to monitor delivery of agreed objectives to meet both Internal and external requirements, and developed a culture of continuous improvement. City of Santa Ana Wchsiie Rcdeagn and hnplcmemation or nmpal Content Atanagenicnl System RPI' I6-121 25E-71 Marc talks in code. An accomplished programmer trained at one ofdhe most prestigious schools for web -development in the country (Cal Poly Pomona), Marc's job is to turn your Ideas into efficient code. He will help lead the efforts with our other in-house programmers, ar d review your code before it goes live, whether It is creating databases or developing the front-end of software solutions. Marc has been leading our programming efforts for the past six years. Project Experience Key architect of content migration strategies for all development projects. Directed the development team that created custom scripts to migrate 100,000 pages for :one of the nation's largest school districts into a new Drupal-based CMS. Created the technology that relied on both an automated and manual process to migrate 35,000 pages and 90,000 pdfs for the City of San Diego. Created front and back -end of several large-scale public sector web applications, including designing complex content management systems, complete with data management, uploading, and reporting. Developed IDS apps that seamlessly incorporated related websites and integrated 3rd party API's, and open source software for increased functionality. City ursinla Ana wcbsilc Redesign and Implementation ofDrupal Content Management System RFP 16-121 25E-72 15 As the Director of Design, Robert Is the closest link between our clients and their websites and CMS customization. His creative falents give him the insight into bringing client content into CMS designs. He plays a key role in the customization of CMS for our clients, including migrating content from databases into Drupal templates and linking system menus to migrated content. He is also an accomplished video director. Robert has been at 360 for five years. Project Experience Provides art direction for front-end website/mobile design and integrates design elements with client print and digital assets. Leader In Drupal implementations for Superior Court of Sutter County, City of San Diego and San. Diego Unified School District, specifically the customization of templates, mapping content for migration and ensuring theme/templates are properly configured to support the needed content types and fields. Manages quality control team and process of migrating content from the database into Drupal templates, identifies which supporting files need to be moved, ensures active links on all migrated content and makes adjustments to templates as necessary in the migration process. Produces and directs promotional, industrial and web videos for clients, Oversees the integration of client designs across media. City of Santa Ana %Vcbsile Redesign and implementation of Drupal Conicni %innagemeni System RFP 16121 25E-73 16 David oversees the staff ofwriters who craft messages -for our clients' websites and SEO and marketing efforts. Even if you have your own internal writing resources, David can help either Increase the speed of your efforts, or help target yourwriting for SED. David can review, edit ondevelop the copy you need, whether It is for web copy, technical documents, landing pages orads. David has been a key part of 360 since the company's inception in 2004. Project Experience Directed content creation for major website development initiative consisting of hundreds of website pages. Managed journalistic -style copy development strategy by interviewing client department teams Created and edited original content to publish hundreds of blogs on subjects related to various management industries. Developed copywriting strategies for client social media campaign, Including one that boosted Facebook 'likes' from less than 1,000 to more than 10,000 in 30 days. Crafted, video scripts for public and private sector entities to bee.used at events, for advertisement/ marketing and in online promotional campaigns. City of Santa Ann Websito Redesign and Implemcmrtion of Drnpnl Content hinaaganent Sysicm RPP 16.121 25E-74 17 ® Implementation Plan. Santa Ana is looking fora company that can offer comprehensive website design, development and hosting.. We believe our breadth :of experience with municipalities, private sector business and our team of professionals make us Ilse right company to successfully deliver on your Scope of Work. Below you will find an overview of how we plan to fulfill the Scope of Services outlined in the RFP: Process We have developed hundreds of websites for both the public and private sector. Not only do we understand the limited resources of municipalities, we also understand the perspective; ofvarious.users (they arc our private sectorplients!)..At the,slart of our relationship, we will facilitate our kick=off meeting with your team and all 'internal audiences you would.likepresent. In addition to gatheringinput from your team and evaluating current web usage, wc.arc' also open to facilitating a public workshop to seek resident feedback and input. Evaluation At the launch of our -relationship, we will define the specific goals -of the website redesign to set a common expectation for.performancc. Specifically, what does success look like to you? • Number of request for information forms submitted • Promoting the business' opportunities building • Attracting traffic to the site and increasing engagement? We will rely on web analytic tools to help us understand how your audience is interacting with the website and can provide insight into what is working well and what might need some adjusting/revising. A key measurement is engagement, or how engaged users are. This helps us understand if the site is providing infornation,:coniimmicating a story and increasing the awareness. We review average time spent on pages, time spent on portal and pages per visit. If visitor's aren't finding a particular key page, not staying long or are exiting from that page, we would avant: to revisit the content and how we tided to drive users to that page. For calls to action that leads the visitor to request more information or contact the program, we track the number of completed forms'(hopefully we cht compare with historical data, signups for newsletter or blogor download an app or other support tools. Design With the input of your team and other staff and considering the needs of your key audiences, we will create up to three design themes for you to choose. Many times the ultimate winning design is a CityofSanta Ana Website Redesign and Implementation ofDrupnl Conten 6tanngentent System RFI' 16.121 25E-75 combination of two or more of the.original themes to create a best -of -class look and feel.. We can also determine if you prefer the Economic Development Portal to be included with the main site, or a miiirositc. If you choosothe later, we will also provide designs for the portal. Our design team is experienced with creating websites and corresponding marketing campaigns across industries, Thim cities and municipalities to school districts and water districts. This experience -gives our clients access to talented designers who incorporate a balance of function and aesthetic into each unique website theme. The result will be a highly effective, intuitive website that invites audiences to interact and participate—and fits Within the overall Branding scheme. The website will meet Accessibility Compliance requirements. In addition, we are able to provide strategy, copywriting for blogs.:and,6veb content, search engine optimization and training support to our clients. AdminBtrative When we create an'implementation plan and schedule, we account for time needed to complete each step of the project—adjustments to the website architecture, design, technical implementation, content development, testing and.ultimately,:thc launch of the now site; and marketing program. We also. know that changes, adjustments and revisions that are simply part of ihe:process of getting the most desirable website. Our Schedules are efficient, yet realistic because at die end of the day, getting it right for our clients is our top priority. There is no one-sizafits-all program, and, with the broad range of clients 360 serves, we never assume a client's needs for their project and technical environment. You are the owner of your program. We are your partner to make what you want come to life -Successful implementation always involves a direct communication path between the client and 3.0. Tliat's why we believe so strongly that designing,and developing websites starts and ends with communication. When you work with 360,you have access to a group of specialists that you will know by name; meet with regularly and trust with your needs. Prom day one of our relationship, our team is ready to answer your questions and help you maximize the investment you have made in our services. The. training team assigned to your account will develop training materials that provide information your team need's to implement your program. Upon project completion, we provide you with all the documentation you will need to administer your new site,.or if you decide to work with a different vendor in the future.. Project Management Because your team has many responsibilities and duties, 360 takes the responsibility of managing the scope and deliverables. We pride ourselves, on being proactive project managers and making the development process as simple as possible for our clients. We assume our job is to snake your life easier City of Santa Ana Website Rcdaignand 1mp1cmnumionof Dmpnl Comentblanagement System RFP16•I2I 25E-76 19. and reduce stress levels, by being a partner who takes full ownership and consistently;communicates with you. Our weekly status meetings are critical for the team to connect to review status, issues and the activities for the next week.We are also available by email and phone at anytime to answer your questions. We will cover project objectives and strategy in our initial meeting; our weekly status meetings and reports cover implementation progress; we use the project management software of your choice or you can use our real-time system to track project management and development. Website Design and Development Upon contract award, our project management team initiates the project planning with your representatives and drives the project through to completion. Immediately, your 360. project manager (Laura Diaz) will contact you to schedule our initial meeting at your location. During this meeting, we will be completing the discovery phase of the project by gathering more information from your team about the wants and needs for the portal as well as establishing mutual expectations for communication and reporting of project status. At this time we will also be reviewing your web stats and analytics. We will also discuss the process of migrating the existing designs and functionality and making sure we have all the information we need to begin. Following our first meeting, 360 will prepare three design comps for the portal and support materials (followed by three to five rounds of revisions based on your feedback). Once the main look and feel is determined, we will work with your team to create additional responsive or adaptive designs/themes (followed by three rounds of revisions). These designs will be customizable by color, logo and branding for cach.of the templates. If desired, we will also,presenl a public workshop to facilitate input on the design. Major initiatives require the collaboration and cooperation of many different entities and people. Through our work with municipalities, we have collaborated with other departments, vendors and the public in order to accomplish the project objectives. Facilitating the process of gathering input from citizens and other stakeholders through town hill meetings, we have experience interacting with constituents and other stakeholders to garner applicable feedback and establishing expectations. 360 has a reputation for being flexible, accommodating and cooperative to both our governmental and corporate clients. We hope you'll be able to speak with our references listed to hear their perspective on working with 360. While we will be able to provide more specific design recommendations following our selection and meeting, we anticipate a design that is professional and unique in appearance. Graphically inviting, especially with an entry page that speaks to the character of Santa Ana and your mission, we seek to design a site that inspires visitors to explore (lie site for the inforntation.they need. City of Saow Ana WcbsifcRcd�ign and Implcmcntation of nmpal Conicm Mau,bwmcat SpLern RPI' 16-121 25E-77 2e We are fully aware of the website elements necessary in order to achieve compliance with Federal ADA Requirements. For example, ensuring that the portal can be navigated with only the directional arrows and keyboard and offering a text browser. Because we have much experience currently and through our 12 years of business providing website maintenance, our team is very aware of the needs of site users. This attention to detail ensures that we are always on the look out for plug -ins and links to additional resources when making any changes to the site. 360 is hired to create mobile apps for many clients, so. we are very experienced in creating websites that are mobile -friendly and give users the sante access from their mobile device as from their computer. The websites we create are intended for viewing on computers, tablets and smart phones. 360 i.,i also able to deliver reporting and management that enables you to quickly and easily track the usage of your portal. We frequently use Google Analytics to provide comprehensive tracking and management information to help better understand how your visitors are using your site. For the duration of our engagement, 360 will facilitate project planning, including the project schedule and scope for completing key milestones in the development schedule. Following the initial meeting, if necessary, 360 will revise our implementation plan and scheduled the milestones that drive the project's implementation. User Acceptance Testing and Quality Control Throughout our development process, we will be testing for platfomt compatibility and security. This ensures that the website we are developing appears and responds consistently, regardless of the operating system or browser they are using. We design and develop sites that are compatible with both PC and Mac platforms using Explorer, Safari and Firefox browsers. One of our largest clients is a global company and we make thousands of changes to their website each year. A standard procedure for each of those changes is to ensure that the pages appear the same, regardless of user preferences. During our development of your site, the 360 quality control managers will each conduct weekly testing to ensure this compatibility and that there are no broken links. This testing will be documented through our online project ticketing system, as well as reviewed during our weekly status reports. During the last week of our development time, all of our team members, and designated Santa Acta staff members, review the site. We provide the link to our secure development server and ask for email comments. Although invisible to the public and completely secure, on our financial -grade services, this comprehensive testing ensures that the website is ready for public use prior to launch. city'orSanLa Ann Wcbska Redesign and ImplcmenuSimt of naipal Coot"I Managemem S)7tan RPP 16-121 25E-78 21 Communication There is no one -size -fits -all website, and with the broad range of clients 360 serves, we never assume a client's needs for their project and technical environment. You are the owner of your website. We are your partner to make what you want conic to life. We take our role as a proactive driver of the project's successful completion. That's why we believe so strongly that designing and developing websites starts and ends with communication. Although we will cover project objectives and strategy in our initial meeting; our weekly status meetings and reports cover implementation progress; our 360 FullView Communication System in real-time tracks project management and development,=successful implementation always involves a direct communication path between the client and 360. In a nutshell, when. you work with 360, you have access to a group of specialists that you will know by name, meet with regularly and trust with your needs. Although the decision of our clients, we feel that weekly status meetings, are necessary. In addition to your personal contact with any of our team members as necessary, the standing weekly meeting keeps the project on track and on schedule. We are happy to host our weekly calls on our conference call line (free ofcharge, of course), and be at your location for three in-person meetings during our engagement. In addition to our weekly meetings, we also provide a weekly status report that treks tasks, deadlines and completion status. The report is direct, thorough and makes prioritization management straight- forward and part of our weekly discussions. After the launch of the websitc, we will continue to meet with you weekly (or as necessary) over the next 30 days to complete post -rollout oversight and troubleshooting. We also will make necessary modifications to the site's architecture during this time. This is included in our proposed price. Of course during that time you will also have the same access to your 360 team as you did during the design and development phases. Following the 30 days of troubleshooting and oversight, 360 will also provide phone and email customer service during the first 90 days alter launch. We arc available via phone and email during business hours and after hours emergency services. city nrSanta Ane websitc acdesipn and Implememalion of Drnpal content aFP 1&121 25E-79 22 Anticipated Timeline Upon contract award, 360 will schedule a meeting to introduce team members to Santa Ana city staff and gather more information about the needs and wants for your new site. Following our initial meeting—which will be an in-person meeting at your location—we.continue to meet via teleconference once per week. Our weekly meetings are a.review of current status, necessary approvals needed or changes that you would like 360 to make. We find that our weekly client meetings are very effective at move the project forward and keeping everyone informed of the project's status. Our meetings are focused and respect everyone's time. Project Kick-Off/Initial Meeting: Week of January 23 (assuming Contract Approval is January 20, 2017). January 23, 2017: At our kick-off meeting we will be facilitating discussion that -helps us get a clear picture of your wants and needs for the website and economic development portal. We will also discuss if you would like us to schadule a Workshop to facilitate input from stakeholders. February 10, 2016: Following our first meeting, 360 will prepare (lie three design comps for the sites and create the development strategy within 2 weeks. Provide Comprehensive Documentation and Materials Generated from Website Design February 27, 2017: Once the City has selected the design concept (assuming you needs,2 weeks to review, request design changes and approve), page templates and design elements will be ready for review 2 weeks from the date of selection. Simultaneous back -end development on the site and CMS will happen during this time. Once design has.been selected, you can dctemtine if you'd like us to facilitate a Workshop in March or April to present initial design concept with stakeholders. Our weekly meetings will be reviewing progress and seeking approvals on materials we deliver. Install and Configure Drupal Development and Production Environments April 10, 2017: If all approval timelines are mel and images are approved, the Drupal templates will be ready for content. We will then begin the content migration. Implement New Website on Development Server Utilizing Drupal April 24, 2017: Assuming approval, 360 will have the functionality, CMS system and content migration completed. We also suggest at this date that the City post a brief video on the exiting website to give users a sneak -peck at the new website and how to use it. This will build excitement toward the site's launch and prevent as much confusion as possible once the new site is launched. With your approval, 360 would create the video to show the main highlights of the new home page and the basic architecture. City of Santa Ana Wcbsiie kedesign and Implementation ornmpal Content. Management System RPP 16421 25E-80 n Quality Assurance of Drupal Solution May 1, 2107: At this stage, 360 will be conducting quality control although your team members are Welcome to QC as well -As in the.previous phase, We suggest keeping users up-to-date on the website's progress. We could refresh the video, feature a testimonial or report on.a new piece of functionality. Completion of Deployment to Production Web Server and User Acceptance Testing May 15,,2017: Following,our thorough quality assurance testing, we will make any necessary bug fixes, linkissues.or any adjustments to the Drupal templates before dcploying,lhc site to the production server and conducting user acceptance testing. Delivery of Disaster Recovery, Backup Plan and Training May 22, 2017: During this week; we would like to be onsite to facilitate the initial training sessions in preparation.for the go -live, date. These trainings will range from the highest -level -administrator to. department editors and othcc defined roles as needed: Wewill akoAcliver the:disasler recovery and backup plan to the appropriate City team members. Design and Implementation Completion June 1, 2017: Following training, the websites will be ready to go live. Qtyof Santa Ana Anticipated T(meline City of Santa Ana WebMic Redplgn and Impinnentatiou of Dntpal Content Mnwgemcnt Systcm RPP 16.121 25E-81 24 IAl 2110 a/» via 4124 511 s/o 5122 all MJeatma Gi1aR Welin 4cm.q na,.: pnl Inm aMM�N l 2a rlemCala L+d Orl [lusnb RN Tem ltX1[!J 1n(MMLI :Yn CUIaMtoe,ra Lut•axn [mxlned nYlll,'A,laml[! pi}f' bYWaYm SamlaMViuiNlptarua ah24<ebm�n Rad n.' aanana ft= [annlA City of Santa Ana WebMic Redplgn and Impinnentatiou of Dntpal Content Mnwgemcnt Systcm RPP 16.121 25E-81 24 Drupal Content Management'System Developing a stable and lcxible CMS will be critical to the long-term usability and success.of the now website. We have a lot of experience customizing Drupal tools'to accommodate specific needs and situations. We. have hardened the,security of our clients' Drupal CMSand find thc'modulcs,bc comprehensive.and flexible to specific customization. We have recently completed large Drupal development projects for the San Diego Unified School District, Huntsville City _Schools and the West Basin Water District. All have Single Sign -On, a W`YSIWIG content ediling.capabilities and compatibility with current Internet browsers. Search Engine Optimization -360 has an excellent track record for helping our clients.ntaximize their SEO placement on the major search engities. Based on page name and'informationarch iteclure; the design of the CMS and URL, structure will ensure that content added to the website is'SEO optimized.- APIs ptimized: APIs and Extensibility Through the development of your CMS; we will provide clear documentation to reduce fttturc support costs., Wealso understand that your needs will change at some point in the Future. That's why all of our assignments arc developed to be scalable to accommodate future growth. Removal of Unnecessary Formatting—When importing documents, the CMS will strip out unnecessary formatting to eliminate tl>eproblem of inconsistent formatting on the,web pages. We have created systems that know what to look for and remove any formatting that will impact the appearance of your online content: Administration and Editing Making a website relevant to its audience. requires consistent refreshing of content. That's wily the administrative interface nmst be intuitive and efficient for non-technical staff to use. Security and Approval—The website administrative system will allow multiple levels ofroles:as well as access and editing rights. for Santa Ana staff, department managers and designated content editors for the entire site and specific pages. In addition, the CMS will offer the option to lock content for different levels of content editing permissions. The site will also include an approval process'to ensure thahall content is reviewed and approved by the necessary people before it is made live for public viewing. Because the administration of the CMS is accessed via log -in and—and is password protected—all editing actions will be tracked by the tiine,,date and user that made the change. The highest level administrator will be able to view editing activity in real-time or request a report for a specified date range or by a specific area of the website. The different levels of access can be determined to best accommodate your needs. Account Creation—The CMS will be designed with an active: directory and LDAP integration for automated account -creation and application of designated roles,groups.and permissions. The specific automation will be'c_ustomiz.ed according to your specific needs. cityomanla'Amt Website Redcsip and lmplcmcnmtion of Mmpal Comm Min'Tman Sysmm RFP 16.12I 25E-82 15 Editing Capabilities -360 would provide you with a web -based editing and administration WYSrWYG interface that looks and feels similar to working in Word. The administrative interface will give your staff tools that they are comfortable using. These functions include undo/redo, table creation, image insertion and multiple file uploading. For image insertion, the CMS will have a built-in image editor that allows the editor to resize, crop, rotate and enhance sharpness. Additional features can be added based specific needs for image control. Because the site content management system is password protected, content editing will be available for your staff to securely make edits from the city offices or anywhere they have Internet connectivity. Regardless of whether they are accessing the CMS using a computer, mobile device or tablet using iOS or Android, designated content managers will be able to quickly make desired revisions. If selected, 360 will also develop an editing app for both Android and iOS that allows designated editors to add content and keep in touch with users. Like the front-end of the website, the CMS editing will be supported for Intemet Explorer 8+, Safari 5+, Chrome stable and Firefox ESR. In addition, spell check, predetermined fonts and font colors will be locked in to ensure consistency and accuracy throughout the site --regardless of which administrator completes the updates. When editing content, administrators will have several options for adding content on the website. Content can be shared to pages and subpages or deployed to other websites. When adding content, the editor can schedule it to appear live at a specific date and time and deactivated at a specific date and time. Deactivated, or content that is hidden from view on the public facing site, will remain on the CMS and the editor will be able to edit it as needed. File Storage—The website will also accommodate your document storage and management in the CMS. Located centrally, the storage area will accommodate all major content, graphic and media file types, including at a minimum PDF, Word, Excel, PowerPoint, JPG, GIF, TFF, HTMLS video, WMA, MPEG, Quicktime, MP3, MP4, AVI. Integration -360 has the ability to integrate with APIs for the major CRiv1 programs and 3`d party providers including Vimeo, Yourube, Kaltum and SharePoint. Features Santa Ana will launch your new site with a full suite of features that both informs and seeks interaction with their audience and community. Provide Information—The main reason that people visit a website is to find information, specifically a website for a public entity. Not only does a good website save time for the site users but also City staff. The information providing features of the website will include: City of Santa Ana Website Redesign and Implementation of Dmpal Content Management System RFP 16-121 25E-83 26 Opt -in eNewsletters and/or e -Notifications -360 will develop this tool to be simple for City staff to administer, creating up to 25 different e -newsletters, allowing subscriber additions and deletions and inclusion of links and images to compliment the content. For the user, the site will make it easy for them to sign up for the newsletters and notification and also to unsubscribe at any time. The site will also provide reporting of opt -outs and invalid email addresses for management purposes. Calendar—Although the calendar section of the site will give the site user a clear and comprehensive look at your events or promotions, it will also offer the site's editors an easy interface for management. For the users, they will be able to print pages of the calendar and view the calendar as monthly, weekly or daily. The City staff will be able to add events as single -time or recurring, add written descriptions and link to events. Editors will also be able to designate events to appear on the homepage and automate an RSS Feed. Calendars will include content sharing workflows, iCal support and bldg support. Newsroom—Finding news will also be easy to find and manage on your new site. 360 will provide your staff with the tools they need to post news to one or more pages of the site and set an expiration date for the news article to move from the site's newsroom into the site's news archive. You will also have the ability to set a date in the future for the article to be live to the public. The staff will be able to determine the order that the news articles appear on the site's newsroom. Survey 'Tool—This tool will enable Santa Ana to seek and collect information from your audiences, In addition to providing flexibility to develop questions that require multiple choice, multiple select, ranking and written response options, you will also have real-time and archived reporting, Web Forms—Providing easy access to forms is a key part of malting the website relevant to its users. 360 will create a basic form center for administrators to quickly add and organize commonly required forms. Online Paymeut Processing—We have developed many ecommerce solutions. Your website will support online payment processing in a secure, stable environment. Directories—Contact information will be easily accessed by users and updated by your staff, as necessary. This ensures that the most current and accurate contact information is always available. Site Map—The site map will automatically be updated as your staff edits the website, ensuring that it always displaying the correct and current layout of the site's pages. Search—The Search feature of the site will make it easy for users to enter keywords or dates and search the entire website for specific news, information, documents, forms or events. We also employ a "smart search" functionality that eliminates the frustration of searches that retrieve irrelevant documents. Mobile Friendly -360 is hired to create mobile apps for many clients, so we are very experienced in creating websites that are mobile -friendly and give users the same access from their mobile device as from their computer. The websites we create are intended for viewing on computers, tablets and smart phones. City of Santa Ana Wobsito Redesign and Implementation ofDrupal Content Management System RFP 16-121 25E-84 27 Security—Throughout our engagement, the site Will be protected by financial -grade security and infrastructure to protect your documents, logins and passwords for accessing the site's management tools. Platform Compatibility—We will be ensuring that the website appears and responds consistently, regardless of the operating system or browser used. We design, develop and maintain sites that arc compatible with both PC and Mac platforms using commonly used browsers Explorer, Safari and Firefox. We follow a standard procedure for each change our team makes to ensure that the pages appear the same, regardless of user preferences. For the duration of our engagement, 360 will facilitate project planning, including the project schedule and scope for completing key milestones in the development schedule. Following the initial meeting, if necessary, 360 will revise our implementation plan and scheduled the milestones that drive the project's completion. Role of the City Redesigning a website is a process that requires active involvement and consistent communication between the City and the provider. During our engagement, we will need your designated loam to be available for status meetings and provide approvals for key phases of the project. We will also need you to indicate what content from the existing site you want for the website, if you are providing new content or if you need 360 to develop content. Any content editing or creation is included in our fee. In addition to your input, we will also ask for the data collected in the web logs of the existing site. This information allows us to understand how your current site is being used so we can make sure your new site performs better than the current site. We will also need access to the website's current images as well as any additional images you would like used in your new site. Training Support From day one of our relationship, our team is ready to answer your questions and help you maximize the investment you have made in our services. After the silo's rollout, we provide you with all the page template designs. Upon closure of the project, we turn over all materials to you, ensuring you always have ownership of what you paid for. Training Support—We will develop and deliver comprehensive training about the website and how to use the tools created to manage the site. The training team assigned to your account will develop training materials that provide information you need to implement the content management system. City of Sauta Atm Website Redesign and implementation ornmpal Content 0.lanagement System aFP 16-121 25E-85 28 We estimate a one-week training period for Santa Ana's designated web administrators. 360 will provide up to five in-person training sessions and up to 20 web trainings by a 360 strategic team member as well as a technical team member. Following our onsite training, we will be available during business hours to answer training questions via email and phone. We are also available to host three WebEx trainings to demonstrate the software's fimctionality and features, or as follow up training. Training Manual and Documentation—All 360 -created software makes it faster, easier and more efficient to get the information you need when you need it. We will provide a comprehensive training manual and thorough documentation online that can be retrieved with the click. Once we have completed the training sessions, and the 90 days of post -launch support, 360 will have a thorough understanding of what additional training you may need or want. City of Santa Ana Website Redesign and Implementation of Drupal Content Management System RPP 16-121 25E-86 29 0 Financial Responsibility We have been in business for the past 12 years and have been profitable for the past 10 years. 360 is a closely -held private company. We do not publicly disclose our financial statements as it gives an advantage to our competitors. However, in order to be in full compliance with this RFP, we will release financial statements if requested by the City of Santa Ana. Please contact Bridget DiRico at 949.315.5068 or bdirico@360,biz.com. City of SantaAna Websha Redesign and Implemcutalion of Drupal Content Alanagement Syskm RFP 16.121 25E-87 34 19 Exhibit C—Proposal Item Pricing EXHIBIT C CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM PROPOSERS CERTIFICATION and PROPOSAL ITEM PRICING Certification - I certify that I have read, undersland and agree to the lennsand conditions of this Request for Proposals. I have examined the Scope of Services'(Exhibit A) and am familiar with the scope of work locations. I am familiar with all the existing conditions and Gmitatlon that may Impact work request's'., I undeistand and agree that 1 am responsible for iepordng any errors, omissions or discrepancies to the City for clarification prior to the'submission of my proposal. Proposal Item Price - Pricing.shall be based on a fixed-price basis for services described In Exhibit A. Fee must be inclusive of all costs, including but not limited to, direct and indirect'.cosls for labor,overhead, incidental supplies, travel; mileage, acrd fuel: Any special materials will be purchased by the contractor' only after discussed and authorized by the City projects manager or designee In writing. Please attach proposed cost and payment, schedule. 360 EC Group, In. eba 360 Business Consulting 0493155068 (Phone) 949.608.3663 (FaxI LEGAL NAME OF COMPANY PHONE AND. FAX NUMBERS 9576 N. Batavia SL Orange. CA92867 BUSINESS ADDRESS 27.1580582 FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IF APPLICABLE) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.. PROPOSALS THAT DO NOT CONTAIN THIS FORM 1MLL eP coN;InFRpn NnNRFCPnNCIV p 20 Cil, urSanm Ano N4hsirc tGrksipn ua�Iniplcmrin:uiun nrOnipil Camrnl AlUnay.nlcm"$,Strip RFI'I(.12I 25E-88 3l Pricing Narrative We endeavor to give our clients the, full -support they need to achieve their projects on time and on budget. We understand the objectives outlined, and propose the following pricing. Website Design and Implementation of Drupal CMS By reviewing the current site and the objectives, we are comfortable with providing a project -based quote that includes the following: • All client contact and meetings. ■ All public meetings, workshops and committee review meetings. • All programming as needed to complete the project. • All functionality and features listed in the RFP. ■ Design, including three design comps for overall site design and creation of templates with revisions as described in the RFP. ■ Designs, including three design camps for Economic Development Portal. ■ Implementation of Open Data Portal. ■ Technical and content support for 90 days atter launch, including minor design changes and enhancements. Mobile -friendly website design. ■ Online payment processing. • Development and deployment of custom Online Training and Certification Program for the City's administrators. *See Value -Add Offerings. • Training manual, up to five onsite training sessions, 20 online training sessions, and unlimited phone and email support. ■ Style guide and documentation for future implementations and revisions. ■ Survey and form tools that can be used site -wide or by department. • Migration of all current content. • Throughout the migration, all existing URL's will continue operation and be mapped to the current destination in new platform. • Although not requested in the RFP, 360 will also do all 301 redirects to preserve your current Search Engine standings, preventing any loss of SEO the City has achieved. *Sce Value -Add Offerings. • Resolution of any minor issues in the migration, such as mapping or fixing links, for 90 days following the site launch. • While migrating all 'of the current content, we would edit any existing content for consistency and search engine optimization by our team of professional editors. Website Redesign and Implementation of Drupal CMS, Economic Development Portal and Open Data Portal: Not to exceed S 140,480. city orlama Ana Website Redesign and 1mplcnmntaaaa ornrupal Content Management Syncna RFP 16-121 25E-89 32 *Value -Add Offerings Search Engine Optimization Enhanced Content Migration In addition to our Content Migration services, we will also maximize your SEO by preventing any loss of current standings. We will set up 301 redirects to ensure that we preserve your current Search Engine standings, preventing any loss of SEO that the City has achieved. Online Training and Certification Program In addition to the lraining'sessions and materials, we will develop an Online Training and Certification for the City. The online course and certification allows your staff to complete a comprehensive training course and achieve certification to administer the site. This not only allows you to offer training to additional or new staff, it also serves as a refresher course for those who take the initial training, if necessary. This will be provided to you at no additional charge. City of Santa Ana 360 Cost/Pricing Info}matlan Citl;of Santa Ana Wcbsito Redesign and Implcmentall'on ol'Drupal Content Management System RFP 16121 25E-90 33 MOwIYRn, SlnuC, DnYn Cmt-pmn QuH,Mw!•[NntiC SeiYryetl SIDnA n+T ANmaI IIVf CMI 11��, Cpn NpT Can Mvn !'ll NaII 4'II .. iiGf,ICW .. M} ...... Sim% A 1M1OL0 11 5.. N Rim S S"l 16 SI SON ANON I,unn!Fnaraluln-n S"M So Sx]fom 11 Se/Nm +a nSCON a s m M +O • S(Wm '%' Pow M,rc 1lWTMriW l.b Uie }+ 6Nm 10 I.Smm tb W..Un 1v 31 S:rtM N S+Imm 'vn2am 51SN S S6mm R Semen 1 56CON R S M e tIMM ,m6m R6`wu M1 w:bvilMarl 1„f Me 2. 11N +0 %' uM IM S1 zm lv )Smm m S+AWm. SilfilM W.U'mlMslHo v0 RW. Srtm + Ssmm 6 S150m ro SLSmm R SKam h Si Smm".VAm +u4lMrt�mNhv m Sif.m 0 34m (O $+Smm NO f113Wm d0 36Amm SS "JoM .... SN.Imm INA Ito MAMA Iib SIIA`Am R:R Y1l PZ.m }OS S1L.Mm N Sf9,fmm St:O.F°Um Citl;of Santa Ana Wcbsito Redesign and Implcmentall'on ol'Drupal Content Management System RFP 16121 25E-90 33 ® Exhibit D—References EXHIBIT D CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM REFERENCES List and describe fully the contracts performed by your firm vrhich demonstrate your abllity la piO4ide the supplies, equlpment'or services Included in the -scope of the proposal specifications. Attach addltlonal'oaoris if required. The City reserves the right to contact each of the references listed for additional Information regarding your firm's qualifications. e einence Customer Nam r. City of son Diego Contact lndi4ldual: Ron Vaquez Address: 1200 ardAvenao Phone Number: 619.23646164 San Diego, CA92101 leacs:mile Number. -Contract Amount: SSS -000 Year. 2015-20-16 Description of at Content mlgratlan Reference Customer Name: San.Olego Unified Schoof District Address: 100 Normal Street San Diego; CA 02101 Contract Amount: $175.000 Descdp9on We were au Reference up of CLAS, and adding Contact Individual: G"M Smith Phone Number: 619.725.7404 Facsimile Number: 9smith2Qsandi.net Year. 2014-2106 maintenance Customer Nam.:Central Basin Municipal Watorlas Contact Individual: Priscilla Segum Address: 6252 Telegraph Rd. Phone Number 020201:5594 Commerce. CA 80040 Contract Amount• $175,000 Farslm90Numbar Pris.c'llas@cenlmlba;3n.om Year. 2e162018 Description of suppyes, equipment, or services provided: Gmphie Deskgn. wobstle sarvkes; CMS and hosting son -lees- Approximately 5.000 pages and 20 content contributor& Ompat 7. City of Santa Ana Website 6edesifpr and Implcmcitalion or Di pal Content Management System RFI' 16.121 25E-91 34 0 Exhibit E—Proposer's,Statement EXHIBIT E CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM PROPOSER'SSTATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by'the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the term of this document, and Its execution, and .when 11 or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service property addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liabifily insurance within len (10) hays (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, droll, or Proposer's bond subslituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due tolhe delay -and other causes suffered by City because of the (allure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check 'drafts, or proposers bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals. and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. NI terms contained In the specifications, the certification of nondiscrimination by contractors, and the required Insurance certificates are to be incorporated by reference into this agreement add are made specifically as part of this RFP. Inc.cM 36D Signed and Printed Name: Title Date PROPOSALS THAT DO NOT CONTAIN THIS 77 City ortioma Ana R'cbsitc ItadeSLn and ImplcmcnGnlnn n1'Unfpul Grnnm Alana3cmtni Sy Stan W11116-121 25E-92 35 0 Exhibit F—Sample Additional Insured Endorsement for Commercial General Liability Policy EXHIBIT F CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WEBSITE REDESIGN AND IMPLEMENTATION OF DRUPAL CONTENT MANAGEMENT SYSTEM SAMPLE ADDITIONALINSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company Sentinel Inst rano Company This,endorsement modifies such Insurance as is afforded by the provisions Of Parley ri 41 SEM PS1259 DV relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, CaIiIOrnia 92701; its officers, employees, agents, volunteersand representatives are named as additional Insureds ('additional Insureds') with regard to liabilityanddefense 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 performedby 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 againstwhom claim is made or suit is brought except with respect to the company's limits at liability, The. Inclusion of any -person or organization as an Insured shall not affect any right which such person ar organization would have as a claimant it not so Included. 4. With respect to the additional insureds, [his 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, 20tivic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement offec[ive.) Effective Teo , this endorsement form as a part of Policy # 41 SUI PS1259 GV Issued to 360 BC Grove. Inc. Named Insured Countersigned by Teo Authorized Representative SAMPLE ONLY 73 City of Santa Ana WOnitc Rcdoign and 6npicmctnalion of Gmpal Contmi ❑lanagcntcnt Syslcm RVP 16.121 25E-93 36 25E-94