2110 RFP Documents.pdf

County of Kenosha

Request for Proposals (RFP) #2110

Upgrade Microsoft AX to Microsoft Dynamics 365

Direct all replies to:

Attn: James Kupfer

CFO Public Works

19600 75th Street, Suite 122-1

Bristol, WI 53104

SEALED PROPOSALS MUST BE RECEIVED NO LATER THAN:

June 4, 2021 at 2:00 PM, Central

PRE-PROPOSAL CONFERENCE CALL FOR ALL PROPOSERS

https://gfoa2.webex.com/meet/rroque

Phone: 1-415-655-0002

Meeting: 802-254-948

4/30/2021, 11:00 AM (Central)

Request for Proposals for Microsoft ERP Upgrade

Kenosha County, Wisconsin

RFP #2110 1

Table of Contents Section 1: RFP Introduction

1.1 Overview

1.2 About the Project

1.3 About Kenosha County, WI

1.4 Notice to Proposers

1.5 Conditions

1.5.1 Joint Proposal

1.5.2 Primary Firm

1.5.3 Pricing

1.5.4 Proposal Validity

1.6 County’s Rights Reserved

1.6.1 Reservation of Rights

1.6.2 Multiple Contracts

1.6.3 Right of Rejection

1.6.4 Modification

1.6.5 Additional Information and Scope

1.6.6 Committal

1.6.7 Property

1.6.8 Expenses

1.7 Communication Regarding the RFP

1.8 Inquires and Requests for Clarification

1.8.1 Contact

1.8.2 Clarifications

1.8.3 Inquiries

1.8.4 Changes to Proposals

1.9 Pre-Proposal Conference

1.10 Procurement Schedule

1.11 Evaluation Criteria

1.12 Proposal Submission Instructions

1.12.1 Submittal

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1.12.2 Compliance

1.12.3 Signature

1.12.4 Submittal

1.12.5 Submittal Checklist

1.13 Organization of Proposal

1.14 Format of Electronic Submission

Section 2: Project Scope

2.1 Project Scope Overview

2.2 Project Goals

2.3 Project Timeline

2.4 Implementation Approach

2.4.1 Project Management

2.4.2 Knowledge Transfer

2.4.3 System Design

2.4.4 Build

2.4.5 Conversion

2.4.6 Testing

2.4.7 Go Live and Support

2.5 Interfaces

2.6 Project Staffing

2.7 Statement of Work

2.8 Anticipated Number of Users by Department

Section 3: Detailed Submittal Requirements

3.1 Summary and Overall Scope

3.1.1 Proposal Section 1.0 ― Introduction

3.1.2 Proposal Section 2.0 ― Proposer Team

3.2 Software Proposal

3.2.1 Proposal Section 3.0 ― Software Products

3.3 Professional Service Proposal

3.3.1 Proposal Section 4.0 ― Implementation Team

3.3.2 Proposal Section 5.0 ― Implementation Approach

Proposal Section 6.0 – Interfaces

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3.3.3 Proposal Section 8.0 ― Implementation Terms and Conditions

3.4 Price Proposal

3.4.1 Proposal Section 9.0 — Price Format

Attachments

Attachment 1 — RFP Submittal Checklist

Attachment 2 — Signature Page

Attachment 3 — Proposer Statement

Attachment 4 — Professional Services Background

Attachment 5 — Reference Form

Attachment 6 — Level of Effort

Attachment 7 — Interfaces

Attachment 8 — Cost

Exhibit 1 — Enhancements

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Section 1: RFP Introduction

1.1 Overview

Kenosha County, Wisconsin (hereafter referred to as “the County”) is requesting solicitations from experienced Microsoft Implementers who meet the qualifications and specifications set forth herein to assist the County with upgrading its Microsoft AX ERP application to Microsoft Dynamics 365.

The County’s current Microsoft AX configuration contains full financials. Human Resources and Payroll are in UKG (Kronos) and will remain on this platform. The County is currently in the process of selecting and implementing a cashiering solution. The cashiering solution will be installed by spring 2022. The scope for this project is to upgrade financials only to Microsoft Dynamics 365 Cloud and integrate to

UKG and the future cashiering solution. The County expects the upgrade to be completed by fall 2022.

1.2 About the Project

Approximately two years ago the County completed the implementation of Microsoft AX as its financial

ERP solution. The solution was selected through a highly competitive process. The solution provider selected by the County advised the organization to use Microsoft AX (on premise) since it was described that Microsoft Dynamics 365 had not matured sufficiently for the public sector.

The County was notified this past year that Microsoft will be eventually migrating to Microsoft Dynamics

365 and that the Tyler Cashiering solution may not fully integrate with the Microsoft Cloud ERP. The

County made the strategic decision to stay on Microsoft ERP and to find a cashiering solution suitable for Microsoft Dynamics 365 in a separate process. The new cashiering solution is expected to be in place by summer 2022.

The County’s current Microsoft AX configuration relies on a proprietary tool to enable it to work in the public sector. The County’s preference is to move away from proprietary tools and use the capabilities of the software to operate in the public sector. If it is required to maintain the proprietary portions of the software, the County will maintain its active support with the company and will provide access to the tools.

The County is using Government Finance Officers Association (GFOA) as its system selection consultant.

GFOA will facilitate the process but will not select the implementer. Selection is the responsibility of the

County.

Background Statistics – for Fiscal 2021

Population 169,561

Operating Budget $264,308,465

Funded Full-Time Equivalents (FTEs) 1,054

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Fiscal Year January – December

Number of Full Users 118

Number of Activity Users 74

1.3 About Kenosha County, WI

The County, organized in 1850, is governed by 23 Board Supervisors. Each Supervisor is elected for a two-year term. The County Board is responsible for legislation and policy while the County Executive is charged with the execution of the policies and the overall administration of the County government.

The County Board consists of several committees. The ERP Upgrade project is being overseen by the

Finance and Administration Committee and the Information Technology Steering Committee (ITSC). The

Finance and Administration Committee consists of County Board members. The ITSC includes representatives from County leadership and private sector advisors. The Finance and Administration

Committee strongly takes into consideration the recommendations of the ITSC on all technology related matters.

1.4 Notice to Proposers

Failure to carefully read and understand this RFP may cause the proposal to be out of compliance, rejected by the County, or legally obligate the Proposer to more than it may realize. Information obtained by the Proposer from any officer, agent or employee of the County shall not affect the risks or obligations assumed by the Proposer or relieve the Proposer from fulfilling any of the RFP conditions or any subsequent contract conditions. Attempts by or on behalf of a Proposer to contact or to influence any member of the selection committee, any member of the County Board, or any employee of the

County with regard to the acceptance of a proposal may lead to elimination of that Proposer from further consideration. Only the format described in the RFP and the attachments included with this RFP will be accepted as compliant for the submitted proposal.

1.5 Conditions

1.5.1 Joint Proposal

If all RFP requirements are not met with products and services provided by one firm, proposers are encouraged to partner with another firm to submit a joint proposal. Failure to meet all requirements will not disqualify a firm. However, the County will evaluate each proposal to determine if its overall fit is in the best interests of the County.

1.5.2 Primary Firm

If multiple firms partner to submit a joint proposal, the proposal must identify one firm as the primary contact. This primary contact will be the primary point of contact throughout the procurement process and will be held responsible for the overall implementation of all partners included in the joint proposal.

1.5.3 Pricing

Pricing must be submitted on a fixed fee basis upon completion of pre-identified “milestones.” For implementation services under a milestone arrangement, the vendor shall invoice the County when the

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County has accepted the Services included as requirements for each milestone. The scope of the project, including the milestones, will be defined by the statement of work that describes both functional requirements of the software and business process expectations.

1.5.4 Proposal Validity

All proposals and any subsequent clarification or response to the County’s questions shall be valid for a minimum of 180 days.

1.6 County’s Rights Reserved

1.6.1 Reservation of Rights

The County reserves the right to select the proposal(s) which in its sole judgment best meets the needs of the County. The County has established a Selection Committee that will make a recommendation to the County Board. The County will select the best products and services for the best value.

1.6.2 Multiple Contracts

The County reserves the right to award multiple contracts from this RFP.

1.6.3 Right of Rejection

The County reserves the right to reject any or all proposals and to waive technicalities and informalities when such waiver is determined by the County to be in the County’s best interest.

1.6.4 Modification

The County may modify this RFP by issuance of one or more written addenda.

1.6.5 Additional Information and Scope

The County reserves the right to meet with select proposers at any time to gather additional information. Furthermore, the County reserves the right to remove or add functionality (i.e., modules, components, or services) until the final contract signing.

1.6.6 Committal

This RFP does not commit the County to award a contract.

1.6.7 Property

All proposals submitted in response to this RFP become the property of the County and public records, and as such, may be subject to public review. Proposers concerned with release of proprietary or confidential information are encouraged to not submit that information in the proposal.

1.6.8 Expenses

The County shall not be liable for any pre-contractual expenses incurred by prospective Proposers, including but not limited to costs incurred in the preparation or submission of proposals. The County shall be held harmless and free from any and all liability, claims, or expenses whatsoever incurred by, or on behalf of, any person or organization responding to this RFP.

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1.7 Communication Regarding the RFP

All communication from prospective proposers regarding this RFP must be in writing by email to the address listed in Section 1.8 Inquiries and Requests for Clarification. Communication by telephone or in person will not be accepted.

Attempts by or on behalf of a prospective or existing Proposer to contact or to influence any member of the Selection committee, any member of the County Board or any employee of the County regarding the acceptance of a proposal may lead to elimination of that Proposer from further consideration.

1.8 Inquires and Requests for Clarification

1.8.1 Contact

To maintain fairness in the process, inquiries concerning this procurement, including questions related to technical issues are to be directed through email to the following contact:

Contact: Matthew Fleming

Title: Purchasing Director

Email: matt.fleming@kenoshacounty.org

Questions over the phone will not be accepted.

1.8.2 Clarifications

All questions concerning the RFP must reference the RFP section heading. Answers to questions will be provided via written addendum and posted on the VendorNet website https://vendornet.wi.gov. No verbal or written information, which is obtained other than through this Request for Proposals or its addenda, shall be binding on Kenosha County.

1.8.3 Inquiries

Inquiries or requests for clarification submitted prior to the pre-proposal conference will be addressed at the pre-proposal vendor conference. Additional inquires or requests for clarification will be accepted until the deadline established in Section 1.10 Procurement Schedule.

1.8.4 Changes to Proposals

Proposals may be changed or withdrawn prior to the deadline for proposals. All such changes and withdrawals must be submitted in writing and received by the County prior to the deadline for proposals. After the deadline for proposals, no change in prices or other provisions prejudicial to the interest of the County or fair competition shall be permitted.

1.9 Pre-Proposal Conference

A pre-proposal vendor conference will be held via phone on the date and time established in Section

1.10 Procurement Schedule. Attendance at the pre-proposal conference is non-mandatory. Answers to questions submitted prior to the conference and answers to all questions asked at the pre-proposal meeting will be officially answered by addendum after the meeting.

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1.10 Procurement Schedule

The County reserves the right to change the procurement schedule. If changes are made, proposers will be notified by the County in the form of an addendum to this RFP.

The expected procurement schedule is listed below:

Date and Time Description

April 16, 2021 RFP Released

April 30, 2021 at 11:00 AM (Central) Non-mandatory Pre-proposal Conference Call

May 7, 2021 at 4:00 PM (Central) Deadline to Accept Questions and Requests for Clarification on the RFP

May 17, 2021 Answers to Submitted Questions Provided

June 4, 2021 at 2:00 PM (Central) Proposals Due

June 15 - 17, 2021 Initial Proposer Interviews

July 2021 Elevate for Demonstrations/Interviews

July, 2021 One-Day Software Demonstrations/Interviews

August 2021 Elevate and Notify Semifinalist or Finalist Proposer(s)

August 2021 Discovery Sessions Completed (Half Days per Elevated Proposer if Necessary)

October 2021 Complete Contract Negotiations and Statement of Work

(SOW)

November 2021 Implementation Begins

1.11 Evaluation Criteria

The County will review all proposals received as part of a documented evaluation process. For each decision point in the process, the County will evaluate Proposers according to specific criteria and will then elevate a certain number of proposers to compete in the next level. Proposers not previously elevated may be elevated at a later date.

The sole purpose of the proposal evaluation process is to determine which solution best meets the

County’s needs. The evaluation process is not meant to imply that one proposer is superior to any other, but rather that the selected Proposer can provide and has proposed the best solution for the County’s current and future needs based on the information available and the County’s best efforts of determination.

The proposal evaluation criteria, which will be developed by the County prior to opening of proposals, should be viewed as standards that measure how well a proposer’s approach meets the desired

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requirements and needs of the County. The County expects that evaluation criteria will focus on major risk areas for enterprise software implementations and include, but not be limited to the following:

Written Proposal Assessment 30% o Overall Understanding of Project o Implementation Approach o Quality of Proposal

Software Demonstrations and Interviews 60% o Quality of Team o Technology o Implementation Approach

Cost 10%

The County reserves the right to determine the suitability of proposals based on any or all of these criteria or other criteria not included in the above list. The County’s evaluation team will then make a recommendation to be approved by the County’s steering committee to elevate proposals for software demonstrations, discovery, and final contract negotiations.

1.12 Proposal Submission Instructions

1.12.1 Submittal

Proposals are to be submitted to the Project Manager by the proposal due date listed in Section 1.10.

Late submissions will not be accepted.

Submittal Address:

Attn: James Kupfer

CFO Public Works

19600 75th Street, Suite 122-1

Bristol, WI 53104

1.12.2 Compliance

Failure to comply with the requirements of this RFP may result in disqualification. Proposals received subsequent to the time and date specified above will not be considered.

1.12.3 Signature

Signature of the proposal by the proposer constitutes acceptance by the proposer of terms, conditions, and requirements set forth herein.

1.12.4 Submittal

Proposers are required to submit one master hard copy, seven (7) identical hard copies, and one electronic copy of the proposal on a USB drive in a sealed package that is clearly labeled in the Subject

Line with the proposer’s company name and the RFP name.

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1.12.5 Submittal Checklist

Use Attachment 1 — RFP Submittal Checklist to ensure that all required documents, forms, and attachments have been completed and submitted as instructed.

Upon submission, all proposals shall be treated as confidential documents until the selection process is completed. All proposals and supporting documents become public information after an award has been made and are available for public inspection by the public in accordance with State of Wisconsin public records statutes.

1.13 Organization of Proposal

The proposal must be organized into major sections defined in Section 3: Detailed Submittal

Requirements. Any required attachments must be included in the proper section as indicated by the instructions.

1.14 Format of Electronic Submission

Proposers must provide electronic copies of all files on a USB drive or similar device using the following file formats. Attachments not listed in the table below do not have a required file format and may be supplied in either the original file format or PDF.

RFP Section Attachment Required File Format

Section 3 Attachment 6 — Level of Effort Microsoft .xlsx

Section 3 Attachment 7 – Interfaces Microsoft .xlsx

Section 3 Attachment 8 — Cost Microsoft .xlsx

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Section 2: Project Scope

2.1 Project Scope Overview

The overall project scope for the project is defined in Sections 2.2. through 2.4 below. The scope includes software, implementation and other ongoing services.

Software Licenses Software Functionality

Microsoft Dynamics AX 2012 Server

Microsoft Dynamics AX - Enterprise Named User CAL

Microsoft Dynamics AX - Functional Named User CAL

Microsoft Dynamics AX - Self Serve Named User CAL

Microsoft Azure Shared Server Subscription

Dynamics AX Solution for State & Local Govt

Tyler Cashiering

Crowe Public Sector Accelerator

General Ledger

Budgeting

Procurement & Sourcing

Accounts Payable

Fixed Assets

Cash & Bank

Accounts Receivable

Projects & Grants

Management Reporter

System Administration

2.2 Project Goals

The County is only planning a “lift and shift” upgrade where no new functionality is introduced during the upgrade. The County desires to have implementers evaluate any of the customizations and determine whether standard functionality in Dynamics 365 can accommodate these functions. If a customized function cannot be accommodated in Dynamics 365 the implementer will be required to document why the functionality cannot be accommodated.

The County is also implementing an updated cashiering solution. This project is expected to be completed by spring 2022. Integrators from the cashiering project will work with Proposer consultants to integrate the two products once Dynamics 365 is in place.

2.3 Project Timeline

The ERP solution is expected to be live by fall 2022. Due to pandemic safeguards, the County is prepared to have consultants complete work remotely. Assuming a summer 2021 start, Proposers should communicate realistic timelines to both successfully implement the proposed solution and to guide the County in achieving its stated goals.

2.4 Implementation Approach

The County understands that each Proposer may take a different approach to implementation.

However, to better compare different approaches and to ensure that essential components of the implementation are proposed, the County requires that all Proposers use the definitions below when describing implementation activities. Similarly, the County will require that Proposers provide tasks in their response to meet both the stage requirements and deliverables contained below. When completing responses required in Section 3: Detailed Submittal Requirements of this RFP, use definitions listed within the section.

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2.4.1 Project Management

Proposer will be responsible for providing overall coordination and management of the project including governance support, schedule management, risk mitigation, project communications, contract management, and quality assurance. Specific deliverables expected during this stage include:

• Project Plan

• Status Reports

• Requirements Traceability

2.4.2 Knowledge Transfer

Proposer will be responsible for ensuring that the County’s core team has sufficient knowledge and understanding of the software to properly participate in the project and subsequent system and business process design discussions. Knowledge transfer stage will include all core team training.

Specific deliverables expected during this stage include:

• Project Team Training Plan

• Generic System Documentation

2.4.3 System Design

Proposer will be responsible for facilitating process to define how the system will be used to meet the

County’s business process requirements and project goals. As part of the design, the County expects to engage in discussions around how to use the system most effectively, what changes in business process are required and to document configurations, interfaces, reports, workflows, and security roles.

The County implemented numerous enhancements (See Exhibit 1- Enhancements). Implementers will be required to review the list as part of the upgrade process to determine whether or not the enhancement can be incorporated into standard functionality.

2.4.4 Build

After completing design and after the County has made decisions on both business process and system configurations, the County expects that the Proposer and County staff will work collaboratively on building the system. All activities related to system configuration, interface development, report creation, or other build tasks should be included in this stage. Specific deliverables expected during this stage include:

• As-built Documentation

• Test Scripts

2.4.5 Conversion

The County expects all data in Microsoft AX to be converted into Dynamics 365. Proposer will be expected to develop a data conversion strategy for the project and implement the recommendations.

The Proposer will be responsible for loading the converted data and confirming the successful load of the data. Specific deliverables expected during this stage include:

• Conversion Plan

• Converted Data Acceptance

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2.4.6 Testing

Throughout the process, the County expects to engage in execution of a formal test plan. The test plan will be developed during the project and include testing approach, roles and responsibilities for testing, and clear deadlines and expectations around testing effort. The County expects to engage in detailed conference room pilot testing, unit testing, regression testing, integration testing, parallel testing, and user acceptance testing. Specific deliverables expected during this stage include:

• Testing Plan

• Testing Acceptance

• Cutover Plan

2.4.7 Go Live and Support

At time for go-live, the County expects that the Proposer will assist with end-user training, work to prepare a cutover plan, and assist with the transition to the new software. Included with go-live could also be assistance for after go-live with management of help-desk type functions. Specific deliverables expected during this stage include:

• Training Plan

• End-user Training Materials

• Final Acceptance Documentation

2.5 Interfaces

Interfaces to the County’s existing systems are critical to the project success. It is expected that the project will include an interface to the following external systems or third-party organizations listed in this section. Interface requirements have been included in this proposal. Proposers should respond to each interface. Any positive response, “In Scope” is considered to be included in the submitted milestone pricing.

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Interface Direction to Dynamics Business Process Notes

GCS Import Property Tax Fees JE Spreadsheet Upload

TriMin Import JE Spreadsheet Upload

TrakIT Import Land Use Permit Fees JE Spreadsheet Upload

P-Card (US Bank) Import BAI2 Bank File Upload

Juror Import Juror Fees Spreadsheet Upload

Witness Import Witness Fees Spreadsheet Upload

Ceridian Import Payroll Data Upload via SFTP eWISACWIS Import/Export Foster Parent Payments

Tyler Cashiering Import/Export Point of Sales

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Interface Direction to Dynamics Business Process Notes

Johnson Bank Import/Export Positive Pay/ACH

Laserfiche Import/Export Document Management

2.6 Project Staffing

The County will make every effort to staff the project appropriately and understands that staffing a project is important to its success. The County has staffed the project with small teams of two to three individuals that represent key stakeholder groups for each functional area. These process improvement teams have been working to establish project goals, discuss improvement opportunities, and ready the

County for implementation. It is expected that all will be involved as the “core” team moving forward with the project. Each core team will have a lead individual identified, but all are expected to participate in the project. The County has identified the following teams for the project:

Assumed Role (County Staff) Maximum Participation (County Staff ― FTE)

Project Manager .50

Functional Lead .50

Functional SME(s) .50

Technology Lead .25

2.7 Statement of Work

The County will require the development of a detailed statement of work, including a high-level project plan, prior to contract signing. The statement of work will include and describe at least the following and may include additional items the County deems necessary:

• Project Scope

• Project Milestones

• Project Deliverables

• High Level Project Schedule (Listing of Phases and Go Live Dates)

• Project Resources

• Project Roles and Responsibilities

• Quality Assurance and Testing Procedures

• Project Change Control Procedures

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2.8 Anticipated Number of Users by Department

Department Users

Elected Offices 17

Executive 23

External 5

Finance and Administration 16

Human Services 59

Law Enforcement 32

Public Works 21

Other 6

Total 179

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Section 3: Detailed Submittal Requirements Proposals should be prepared as simply as possible and provide a straightforward, concise description of the proposed products and services to satisfy the requirements of the RFP. Attention should be given to accuracy, completeness, relevance, and clarity of content. Proposals must address the following questions and contain the following sections.

3.1 Summary and Overall Scope

3.1.1 Proposal Section 1.0 ― Introduction

The introductory material should include a title page with the RFP name, name of the proposer, address, contact information, the date, a letter of transmittal, and a table of contents. The executive summary should be limited to a brief narrative summarizing the proposal.

1) Complete Attachment 1 ― RFP Submittal Checklist

2) Complete Attachment 2 ― Signature Page

3) Complete Attachment 3 ― Proposer Statement

3.1.2 Proposal Section 2.0 ― Proposer Team

This section of the proposal should identify all firms included in the proposal and any necessary third-party products or firms required or recommended for the County.

1) Identify and provide a concise summary of all firms providing software or professional services as part of this proposal.

2) Identify all contract documents that would be required if the proposal is identified as finalist.

3.2 Software Proposal

3.2.1 Proposal Section 3.0 ― Software Products

If there is any additional software that is being proposed as part of the upgrade, please provide information on the proposed software scope and functional description of the software.

1) List and describe all proposed software products that will be delivered as part of the project, including third party products.

2) Identify any licenses, hardware, or other products not included in this proposal that would be required to operate any of the proposed solutions contained in this proposal.

3) Describe the technical environment necessary for this software for any products that are to be hosted by the County.

4) Identify the security standards maintained in the data center and with the software. Please provide information on certification or audit process for each.

5) Provide information on proposed disaster recovery services.

If no additional software is being proposed to successfully upgrade Microsoft AX, please state in this section.

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3.3 Professional Service Proposal

3.3.1 Proposal Section 4.0 ― Implementation Team

This section should describe the proposed project team including the consultants proposed to provide services for the County.

1) Identify the proposed project team including the firms responsible for implementation, and any key consulting team members that will be providing services to the County.

1) How many staff will the Proposer have assigned to the project?

2) What is the approximate dedication to the project of each resource and approximate time work will be completed on-site vs. off-site?

3) What are the major roles and responsibilities for each resource?

2) Complete Attachment 4 ― Professional Services Background for each firm involved with the project.

3) Complete Attachment 5 ― Reference Form for each firm involved in the project.

4) Complete Attachment 6 ― Level of Effort

3.3.2 Proposal Section 5.0 ― Implementation Approach

This section should describe the proposed implementation plan. Proposers should reference Section 2 for more information on the project scope, goals, and implementation effort.

1) Provide a detailed plan for implementing the proposed system. This information must include:

o Confirm completion of key tasks and deliverables as defined in Section 2 of this RFP.

o Description of implementation tasks and activities.

o Description of key deliverables (and how they relate to the implementation approach and activities).

2) Explain proposed project management services including:

o Role of the Proposer project manager o Expected role of the County project manager o Proposed quality assurance procedures

3) Explain the expected County staffing for the project including:

o Assumed participation in the project (average portion of FTE). This should include all time spent working on the project (including time spent with and without vendor consultants).

o Assumptions about prior skills and competencies of resources.

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Proposal Section 6.0 – Interfaces Proposers must provide responses to the interface requirements Attachment 7 - Interfaces. Reference the Interfaces Requirements Key below when completing the interface requirements form.

Item Response Response Description

Interface Plan Permanent

Temporary

Go-Away

Permanent interface, even after the complete ERP solution is installed.

Interface that is only required during implementation.

Interface that is no longer required because of the new ERP solution.

Type of Solution C

P

Configurable solution

Custom developed program

Estimated Consultant

Work Effort

Number of Hours Include the number of estimated consulting work hours to complete the interface implementation based on the County plan.

Estimated Client Work

Effort

Number of Hours Include the number of estimated client work hours to complete the interface implementation based on the County plan.

In Scope Y/N Indicate with a Yes or No whether the interface is in scope based upon the County strategy.

Included in Price Y/N Indicate with a Yes or No whether the interface is included in the price based upon the County strategy.

Type of Support S

TPS

NS

Requirement and feature supported by software developer.

Requirement and feature supported by third party.

Requirement and feature not supported.

Comments Text Include any comments or assumptions relevant to the answers above.

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3.3.3 Proposal Section 8.0 ― Implementation Terms and Conditions This section asks for proposers to accept key terms and conditions for the project.

Confirm your acceptance with the following contract terms related to any software contracts resulting from this RFP. If the following terms are not accepted, please provide an alternative proposal.

• Key Personnel ― The County requires assurances as to the consistency and quality of Proposer staffing for its project. Key points of the County’s key personnel provision include: The County shall have the ability to interview and approve key personnel proposed by the Proposer and the

Proposer key personnel may not be removed from the project without the County’s approval.

• Warranty ― The Proposer will expressly warrant that all work will be performed by an adequate number of qualified individuals with suitable training, education, and experience and that all work performed and all deliverables, including the system itself will conform to the scope and specifications as stated in the RFP for a period extending no less than 12 months after final acceptance.

• Ownership of Deliverables ― The proposer shall grant to the County ownership of any deliverable or provide an irrevocable license for the County to use the deliverable for its business purposes, including making copies, derivative works, or sharing with representatives from other peer governments.

• Hold Harmless ― Proposer shall hold harmless, defend and indemnify County and its officers, employees, agents, and volunteers, from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with Contractor’s performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which was caused by the sole negligence or willful misconduct of the County.

3.4 Price Proposal

3.4.1 Proposal Section 9.0 — Price Format

Proposers should submit price proposals using the format provided in Attachment 8 ― Cost to this RFP.

1) Complete and submit Attachment 8 ― Cost o All pricing must be submitted as fixed by milestone. Costs listed as “to-be-determined” or “estimated” will not be scored.

o Identify major milestones as part of the project. It is required that costs will be invoiced upon completion of major milestones. Please provide a schedule of all payments necessary to complete the proposed scope.

o All service costs must be provided on a task or completion basis with costs assigned to each milestone, deliverable or task. Proposers are required to fill in deliverables and tasks under the provided headers (project initial knowledge transfer, process analysis, system design, system build, testing, training, and closure) Additional detail may be provided to further explain deliverable or task costs.

o Proposers must submit implementation costs as fully loaded rates that include all necessary travel or other expenses. By submitting a proposal, all proposers acknowledge

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that all pricing (including travel) must be a fixed fee or included in the implementation milestones.

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Attachments

Attachment 1 — RFP Submittal Checklist Please see attachment: ATT_1_Checklist.docx

Attachment 2 — Signature Page Please see attachment

Attachment 3 — Proposer Statement Please see attachment

Attachment 4 — Professional Services Background Please see attachment

Attachment 5 — Reference Form Please see attachment

Attachment 6 — Level of Effort Please see attachment

Attachment 7 — Interfaces Please see attachment

Attachment 8 — Cost Please see attachment

Exhibit 1 — Enhancements Please see attachment