HomeMy WebLinkAboutEnerGov RFQ Agreement - SDTR Consulting
CITY OF SAN LUIS OBISPO
INFORMATION TECHNOLOGY SERVICES AGREEMENT
Page 1
CITY OF SAN LUIS OBISPO
INFORMATION TECHNOLOGY SERVICES AGREEMENT FOR ON-CALL ENERGOV
CONSULTING
This agreement (Agreement) is made and entered into in the City of San Luis Obispo on
______________, by and between the City of San Luis Obispo, a municipal corporation and
charter city (City) and SDTR Consulting, LLC, (Contractor).
WITNESSETH:
WHEREAS, the City wants to engage Contractor to furnish EnerGov technical support
service (the “Services”); and
WHEREAS, Contractor is qualified to perform this type of Services and has submitted their
qualifications to do so, which has been accepted by City; and
NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and
entered, as first written above, for five (5) years, or upon acceptance and completion of
said Services, whichever occurs sooner.
2. INCORPORATION BY REFERENCE. Notice requesting qualifications (RFQ) for on-call
EnerGov support services and Contractor’s qualifications are hereby incorporated in and
made part of this Agreement, and attached as Exhibit A. The City’s insurance requirements
are hereby incorporated in and made part of this Agreement, attached as Exhibit B. To the
extent that there are any conflicts between the Consultant’s fees and scope of work and the
City’s terms and conditions as stated herein, the City’s terms and conditions shall prevail unless
specifically agreed otherwise in writing and signed by both Parties.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay
and Contractor shall receive therefor compensation on a per project basis at the rates set
forth in Contractor’s proposal in Exhibit A.
4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and
agreements herein mentioned to be made and performed by City, Contractor agrees with
City to do everything required by this Agreement, including that work as set forth in
Exhibit A.
5. PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that
Contractor is required to pay.
6. LICENSES AND PERMITS. At all times during the term of this Agreement, Contractor shall
have in full force and effect, all licenses required of it by law for the performance of the
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CITY OF SAN LUIS OBISPO
INFORMATION TECHNOLOGY SERVICES AGREEMENT
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Services described in this Agreement. The Contractor shall procure all permits and
licenses, pay all charges and fees, and give all notices necessary under this Agreement.
7. COMPLIANCE WITH LAW. The Contractor shall keep itself informed of and shall observe and
comply with all applicable State and Federal laws and regulations, and county and City of San
Luis Obispo ordinances, regulations and adopted codes, which in any manner affect those
employed by Contractor or in any way affect the performance of the Services pursuant to this
Agreement. The City, and its officers and employees, shall not be liable at law or in equity
occasioned by failure of the Contractor to comply with this Section. Failure to comply with
local ordinances may result in monetary fines and cancellation of this Agreement.
8. COMPLIANCE WITH INDUSTRY STANDARD. Contractor shall provide services acceptable
to City in strict conformance with the Agreement. Contractor shall also provide services
(including but not limited to service levels and operation levels) in accordance with the
standards customarily called for under this Agreement using the degree of care and skill
ordinarily exercised by reputable providers of such services. Where approval by the City,
the City Manager, the Mayor, or other representative of City is required, it is understood
to be general approval only and does not relieve Contractor of responsibility for
complying with all applicable laws, codes, policies, regulations, and good business
practices.
9. INDEPENDENT CONTRACTOR.
a. Contractor is and shall at all times remain as to the City a wholly independent
contractor. The personnel performing the Services under this Agreement on
behalf of Contractor shall at all times be under Contractor's exclusive direction
and control. Neither City nor any of its officers, employees, or agents shall have
control over the conduct of Contractor or any of Contractor 's officers, employees,
or agents, except as set forth in this Agreement. Contractor shall not at any time
or in any manner represent that it or any of its officers, employees, or agents are
in any manner officers, employees, or agents of the City. Contractor shall not incur
or have the power to incur any debt, obligation, or liability whatsoever against
City, or bind City in any manner.
b. No employee benefits shall be available to Contractor in connection with the
performance of this Agreement. Except for the fees paid to Contractor as provided
in the Agreement, City shall not pay salaries, wages, or other compensation to
Contractor for performing the Services hereunder for City. City shall not be liable
for compensation or indemnification to Contractor for injury or sickness arising
out of performing services hereunder.
10. PRESERVATION OF CITY PROPERTY. The Contractor shall provide and install suitable
safeguards, approved by the City, to protect City property from injury or damage. If City
property is injured or damaged resulting from Contractor’s operations, it shall be replaced
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or restored at Contractor’s expense. The City’s facilities shall be replaced or restored to a
condition as good as when the Contractor began the work.
11. IMMIGRATION ACT OF 1986. The Contractor warrants on behalf of itself and all
subcontractors engaged for the performance of the Services that only persons authorized
to work in the United States pursuant to the Immigration Reform and Control Act of 1986
and other applicable laws shall be employed in the performance of the Services
hereunder.
12. NON-DISCRIMINATION. In the performance of the Services, the Contractor agrees that
it will not engage in, nor permit such subcontractors as it may employ, to engage in
discrimination in employment of persons because of age, race, color, sex, national origin
or ancestry, sexual orientation, or religion of such persons.
13. WORK DELAYS. Should the Contractor be obstructed or delayed in the work required to
be done hereunder by changes in the work or by any default, act, or omission of the City,
or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain
materials, equipment, or labor due to federal government restrictions arising out of
defense or war programs, then the time of completion may, at the City’s sole option, be
extended for such periods as may be agreed upon by the City and the Contractor. In the
event that there is insufficient time to grant such extensions prior to the completion date
of the Agreement, the City may, at the time of acceptance of the work, waive liquidated
damages that may have accrued for failure to complete on time, due to any of the above,
after hearing evidence as to the reasons for such delay, and making a finding as to the
cause of the same.
14. PAYMENT TERMS. The City’s payment terms are 30 days from the receipt of an original
invoice and acceptance by the City of the materials, supplies, equipment, or services
provided by the Contractor (Net 30). Contractor will submit invoices monthly for actual
services performed. Invoices shall be submitted on or about the first business day of each
month, or as soon thereafter as practical, for services provided in the previous month.
Payment shall be made within thirty (30) days of receipt of each invoice as to all non-
disputed fees. If the City disputes any of Contractor's fees it shall give written notice to
Contractor within thirty (30) days of receipt of an invoice of any disputed fees set forth
on the invoice.
15. PAYMENT TECHNOLOGY – The City utilizes Chase Paymentech (aks Orbital, NetConnect)
as the preferred credit card merchant processor. Contractor must utilize a compatible
payment gateway in order to process electronic credit card payments. Exceptions can be
evaluated and approved at Finance Director’s discretion.
16. INSPECTION. City shall at all times have the right to inspect the work being done under
this Agreement and Contractor shall furnish City with every reasonable opportunity and
assistance required for City to ascertain that the Services of the Contractor are being
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performed in accordance with the requirements and intentions of this Agreement. All
work done, and all materials furnished, if any, shall be subject to the City’s inspection and
approval. The inspection of such work shall not relieve Contractor of any of its obligations
under the Agreement.
17. CONFIDENTIALITY. Contractor agrees that any and all information and data furnished by
City shall be deemed proprietary and confidential. All such information, to the extent
previously, presently or subsequently disclosed to Contractor and/or processed and
derived by Contractor services is the property of City and such property shall be deemed
and treated as “Confidential Information” of the City. Contractor acknowledges that such
Confidential Information may contain information provided and/or generated by third
parties. Contractor agrees that such Confidential Information shall not be disclosed to any
third party without written consent from City, except as required by law, including but
not limited to a subpoena, court order, or a request pursuant to the California Public
Records Act. Contractor shall not use City’s Confidential Information except to perform
Contractor’s Services as directed by the Agreement.
18. OBLIGATIONS UPON TERMINATION. Upon termination or expiration of this Agreement,
Contractor will ensure that all Confidential Information is securely transferred to City
within thirty (30) calendar days. Contractor shall ensure that any transfers of Confidential
Information is accomplished by methods that are compatible with relevant City systems,
and that City will have access to all Confidential Information during any such transfer.
Contractor shall securely dispose of all Confidential Information when requested by City
and Contractor shall provide written notification to City once all Confidential Information
has been securely disposed of.
19. DATA BREACH.
a. Contractor shall report to City any data breach, as defined herein, as soon as
possible but no later than twenty-four (24) hours after Contractor discovers such
breach. Breach is defined as unauthorized acquisition or reasonable belief of
unauthorized acquisition of computerized data that compromises the security,
confidentiality, or integrity of Confidential Information maintained by Contractor.
Contractor agrees to take commercially reasonable measures to address Breach
in a timely manner. Except as otherwise required by law, Contractor shall not
provide notice to end users or other entities of any Breach without written
permission from City. Contractor shall begin remediation of the Breach
immediately. Contractor shall provide daily updates, or more frequently if desired
by City regarding findings and actions performed by Contractor until the Breach
has been effectively resolved to City’s satisfaction. Contractor shall conduct an
investigation of the Breach and shall share the report of the investigation with
City. At City’s sole discretion, City and its authorized agents shall have the right to
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lead or participate in the investigation. Contractor shall cooperate fully with City
and its agents and law enforcement.
b. Contractor shall promptly reimburse City in full for all fees and costs incurred by
City in any investigation, remediation, or litigation resulting from any Breach,
including identity protection and restoration services for each person, who in the
City’s sole discretion, could by impacted by identity theft.
20. LOCATION OF DATA & DISASTER RECOVERY. At all times during the Term of this
Agreement, Contractor shall physically store and maintain Confidential Information
provided by City within the continental United States (“Data Center”). At all times during
the Term of this Agreement, Contractor acknowledges that its disaster recovery sites
must be within the continental United States, but geographically separate from the
location where City’s Confidential Information is physically stored and maintained.
21. DATA SECURITY. Contractor shall ensure that all Confidential Information stored or at rest
in Contractor’s Data Center, or in transport, will be encrypted in transport and will not be
transferred to any other hosting entity without the written consent of City.
22. ONLINE & HOSTING FACILITY SECURITY. All facilities, devices, networks and services used
to store, deliver, process, backup or purge Confidential Information will employ
administrative, physical, technical, and procedural safeguards and best practices at a level
sufficient to secure Confidential Information from unauthorized access, destruction, use,
modification, or disclosure. Such measures will be no less protective than those used to
secure Contractor’s own information of a similar type, and in no event less than
reasonable in view of the type and nature of the information involved.
23. AUDIT. Where applicable, as determined in City’s sole discretion, Contractor shall
acquire, on an annual basis at Contractor’s sole expense, a confidential Service
Organization Control (SOC) 2 Report on its systems examining logical security controls,
physical security controls, and system availability, as produced by a third-party auditor in
relation to the services provided by Contractor through this Agreement (“SOC 2 Report”)
and provide such report to the City. The SOC 2 Report will constitute Confidential
Information as defined by this Agreement and be maintained in the manner set forth in
this Agreement. Further, the City shall have the option of inspecting and/or auditing all
records and other written materials used by Contractor in preparing its invoices to City as
a condition precedent to any payment to Contractor.
24. AVAILABILITY OF DATA. In the absence of a documented Service Level of Agreement
provided by Contractor, Contractor guarantees 99.99% availability of its services offered
to City through this Agreement. Contractor acknowledges that if Contractor’s services
experience downtime, meaning any instance where the Contractor’s services provided
this Agreement are unavailable to the City, other than scheduled downtime or for reasons
beyond Contractor’s control, for fifty-two (52) minutes total or more in a calendar year,
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City shall receive the following credit: for every fifteen (15) minutes of downtime, City will
receive a credit equal to 5% of City’s annual fee for Contractor’s affected services, divided
by twelve (12). To receive a credit, City shall request the credit in writing and provide
documentation of communications with Contractor (calls, e-mails, support tickets, logs,
or other monitoring) demonstrating and reporting downtime within thirty (30) days of
the downtime exceeding fifty-two (52) minutes in a calendar year.
25. RIGHTS IN DATA. If, in connection with the services performed under this Agreement,
Contractor or its employees, agents, or subcontractors, create artwork, audio recordings,
blueprints, designs, diagrams, documentation, photographs, plans, reports, software,
source code specifications, surveys, system designs, video recordings, or any other
original works of authorship, whether written or readable by machines (“Deliverable
Materials”), all rights of Contractor or its subcontractors in the Deliverable Materials, are
the sole property of City. Contractor, including its employees, agents, and subcontractors,
may not use any Deliverable Material for purposes unrelated to Contractor’s work on
behalf of the City without the prior written consent of the City.
26. SOFTWARE LICENSING. Contractor represents and warrants that the software, if any, as
delivered to the City, does not contain any program code, virus, worm, trap door, back
door, timer, or clock that would erase data or programming or otherwise cause the
software to become inoperable, inaccessible, or incapable of being used in accordance
with its user manuals, either automatically, upon the occurrence of licensor-selected
conditions or manually on command. Contractor further represents and warrants that all
third-party software, if any, delivered to City or used by Contractor in the performance of
the Contract, is fully licensed by the appropriate licensor.
27. INTELLECTUAL PROPERTY WARRANTY AND INDEMNIFICATION. Contractor represents
and warrants that any materials or deliverables provided under this Agreement
(“Deliverable Materials”) are either original, or not encumbered, and do not infringe upon
the copyright, trademark, patent, or other intellectual property rights of any third party
or are in the public domain. If Deliverable Materials provided hereunder become the
subject of a claim, suit or allegation of copyright, trademark, or patent infringement, City
shall have the right, in its sole discretion, to require Contractor to provide, at Contractor’s
own expense, new non-infringing materials, deliverables, or works as a means of
remedying any claim of infringement in addition to any other remedy available to the City
under law or equity. Contractor further agrees to indemnify, defend, and hold harmless
the City, its officials, employees, and agents (“City Indemnitees”) from and against any
and all claims, actions, costs, judgements, or damages, of any type, alleging or threatening
that any Deliverable Materials, supplies, equipment, services, or works provided under
this Agreement infringe the copyright, trademark, patent, or other intellectual property
or proprietary rights of any third party (“Third Party Claim of Infringement”). If a Third-
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Party Claim of Infringement is threatened or made before Contractor receives payment
under this Agreement, City shall be entitled, upon written notice to the Contractor, to
withhold some or all of such payment. In the event the City Indemnitees are made a party
to any actions, lawsuit, or other adversarial proceeding arising from any Third Party Claim
of Infringement, the Contractor shall provide a defense to the City Indemnitees or at the
City’s option, reimburse the City Indemnitees their costs of the defense, including
reasonable legal fees, incurred in defense of such claims.
28. INDEMNIFICATION AND DEFENSE. To the fullest extent permitted by law (including, but
not limited to California Civil Code Section 2782 and 2782.8), Contractor shall indemnify,
defend, and hold harmless the City, and its elected officials, officers, employees,
volunteers, and agents (“City Indemnitees”), from and against any and all causes of action,
claims liabilities, obligations, judgments, or damages, including reasonable legal counsels’
fees and costs of litigation (“Claims”), arising out of the Contractor’s performance or
Contractor’s failure to perform its obligations under this Agreement or out of the
operations conducted by Contractor, including the City’s active or passive negligence,
except for such loss or damage arising from the sole negligence or willful misconduct of
the City. In the event the City Indemnitees are made party to any actions, lawsuit, or other
adversarial proceeding arising from the Contractor’s performance or nonperformance of
this Agreement, the Contractor shall provide a defense to the City Indemnitees or at the
City’s option, reimburse the City Indemnitees for their costs of defense, including
reasonable legal fees, incurred in defense of such Claims. The defense and indemnity
obligations of this Agreement are undertaken in addition to, and shall not in any way be
limited by, the insurance obligations contained in this Agreement.
29. TERMINATION FOR CONVENIENCE. At any time during the term of this Agreement, the
City has the right to terminate this Agreement upon thirty (30) days’ written notice to the
Contractor. Should the City terminate this Agreement for convenience, the City’s liability
will be the lesser of a reasonable price for the services rendered prior to termination, or
the price for the services reflected on this Agreement. Upon termination notice from the
City, Contractor must, unless otherwise directed, cease work and follow the City’s
direction as to work in progress.
30. TERMINATION FOR CAUSE. If, during the term of the Agreement, the City determines the
Contractor is not faithfully abiding by any term or condition contained herein, the City
may notify the Contractor in writing of such defect or failure to perform. This notice must
give the Contractor a ten (10) calendar day notice of time thereafter in which to perform
said work or cure the deficiency.
a. If the Contractor has not performed the work or cured the deficiency within the
ten (10) days specified in the notice, such shall constitute a breach of the contract
and the City may terminate the contract immediately by written notice to the
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Contractor to said effect. Thereafter, neither party shall have any further duties,
obligations, responsibilities, or rights under the contract except to comply with
the obligations upon termination set forth in Section 15 of this Agreement.
b. In said event, the Contractor shall be entitled to the reasonable value of its
services performed from the beginning date in which the breach occurs up to the
day it received the City’s Notice of Termination, minus any offset from such
payment representing the City’s damages from such breach. “Reasonable value”
includes fees or charges for goods or services as of the last milestone or task
satisfactorily delivered or completed by the Contractor as may be set forth in the
Agreement payment schedule; compensation for any other work or services
performed or provided by the Contractor shall be based solely on the City’s
assessment of the value of the work-in-progress in completing the overall scope.
c. The City reserves the right to delay such payment until completion or confirmed
abandonment of the project, as may be determined in the City’s sole discretion,
so as to permit a full and complete accounting of costs. In no event, however, shall
the Contractor be entitled to receive in excess of the compensation quoted in its
proposal.
31. INSURANCE. Contractor shall maintain prior to the beginning of and for the duration of
this Agreement insurance coverage as specified in Exhibit B attached to and made part of
this Agreement.
32. Business License & Tax. The Contractor must have a valid City of San Luis Obispo
business license & tax certificate before execution of the contract. Additional
information regarding the City’s business tax program may be obtained by calling
(805) 781-7134.
33. Safety Provisions. The Contractor shall conform to the rules and regulations
pertaining to safety established by OSHA and the California Division of Industrial
Safety.
34. Public and Employee Safety. Whenever the Contractor’s operations create a condition
hazardous to the public or City employees, it shall, at its expense and without cost to
the City, furnish, erect and maintain such fences, temporary railings, barricades, lights,
signs and other devices and take such other protective measures as are necessary to
prevent accidents or damage or injury to the public and employees.
35. UNDUE INFLUENCE. Contractor declares and warrants that no undue influence or
pressure was used against or in concert with any officer or employee of the City in
connection with the award, terms or implementation of this Agreement, including any
method of coercion, confidential financial arrangement, or financial inducement. No
officer or employee of the City has or will receive compensation, directly or indirectly,
from Contractor, or from any officer, employee or agent of Contractor, in connection with
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INFORMATION TECHNOLOGY SERVICES AGREEMENT
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the award of this Agreement or any work to be conducted as a result of this Agreement.
Violation of this Section shall be a material breach of this Agreement entitling the City to
any and all remedies at law or in equity.
36. ASSIGNMENT. The Contractor shall not assign the performance of this Agreement, nor
any part thereof, nor any monies due hereunder, without prior written consent of the
City.
37. AMENDMENT. Any amendment, modification, or variation from the terms of this
Agreement shall be in writing and shall be effective only upon approval by the appropriate
review authority according to the City’s Financial Management Manual. Contractor shall
not be compensated for any services rendered in connection with its performance of this
Agreement which are in addition to those set forth herein, unless such additional services
are authorized by the City in advance and in writing.
38. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the
parties hereto. No oral agreement, understanding, or representation not reduced to
writing and specifically incorporated herein shall be of any force or effect, nor shall any
such oral Agreement, understanding, or representation be binding upon the parties
hereto. Each party is entering into this Agreement based solely upon the representations
set forth herein and upon each party's own independent investigation of any and all facts
such party deems material.
39. NOTICE. All written notices to the parties hereto shall be sent by United States mail,
postage prepaid by registered or certified mail addressed as follows:
To City: Community Development Department
City of San Luis Obispo
919 Palm Street
Attention: Michael Loew (mloew@slocity.org)
To Contractor: SDTR Consulting, LLC
Sheryl Richardson
srichardson@sdtrconsulting.com
40. GOVERNING LAW. Any action arising out of this Agreement shall be brought in the
Superior Court of San Luis Obispo County, California, regardless of where else venue may
lie. The validity, interpretation, construction and performance of this Agreement, and all
acts and transactions pursuant hereto and the rights and obligations of the parties hereto
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shall be governed, construed and interpreted in accordance with the laws of the State of
California, without giving effect to principles of conflicts of law.
41. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized
and empowered to execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day
and year first above written.
CITY CONTRACTOR
_______________________________
By: City Manager
_______________________________
APPROVED AS TO FORM:
_______________________________
By: J. Christine Dietrick, City Attorney
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1.
SDTR CONSULTING, LLC
Prepared by: Sheryl Richardson (Owner)
Date: Sunday, October 8, 2023
4928 San Marino Circle Lake Mary, Florida 32746
407-221-2138
Response to:
City of San Luis Obispo
Energov Technical Support Services
RFQ – Request of Qualifications
Exhibit A
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
Table of Contents
1. Letter of Interest .................................................................................................................. 1
A. Transmittal .................................................................................................................................. 1
B. Firm Current workload/availability .............................................................................................. 2
C. Ability to meet the requirements of the RFQ ............................................................................... 3
D. RFQ Provisions ............................................................................................................................. 5
2. Relevant Experience of Key Personnel and the Firm ............................................................. 6
A. Key Personnel Experience ............................................................................................................ 6
1. Team Members Assigned ................................................................................................................................ 6
2. List of Previous Clients similar to City of San Luis Obispo ............................................................................... 7
3. Summary of Team Past Experience ................................................................................................................ 7
B. Firm Experience ......................................................................................................................... 14
C. General Firm Information .......................................................................................................... 14
3. Fee Structure ..................................................................................................................... 15
4. Client References ............................................................................................................... 15
Additional Services Cost ............................................................................................................ 16
Resumes .................................................................................................................................... 18
PAST PERFORMANCE EVALUATIONS FOR SDTR CONSULTING, LLC – (TYLER TECHNOLOGY ENERGOV
SUPPORT SERVICES) ........................................................................................................................... 32
Proof of Insurance ..................................................................................................................... 55
Statement of Past Contract Disqualifications ............................................................................ 56
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
1
1. Letter of Interest
A. Transmittal
DEPARTMENT OF FINANCE
CITY OF SAN LUIS OBISPO
990 PALM STREET
SAN LUIS OBISPO, CA 93401
To whom it may concern:
SDTR Consulting, LLC (SDTR) is pleased to submit our response to the City of San Luis Obispo
RFQ for Energov Technical Support Services. SDTR Consulting LLC has analyzed the
requirements and fully understand the project and related experience needed to fulfill the project.
We are confident SDTR brings the appropriate resources and technology support services for
project success.
SDTR has over 26 years’ experience providing IT Contract Services. Our winning formula:
customer service, timely issues resolution, sound and unbiased advice, practical solutions, and
reliable support. SDTR Consulting realizes the importance of selecting a company that can provide
seasoned and knowledgeable services. We understand this need and can provide exactly that type
of management and services required.
SDTR Consulting, LLC has a demonstrated history of partnering with our customers to help them
stay at the forefront of technology—the tip of the spear. Because of this, it is in our mutual best
interest for the city to remain flexible and adaptable to evolving ideas and technology. We will not
only mitigate the risks involved with implementing innovative ideas but will also share the benefits
with the city.
We intend to leverage our technical knowledge, staff, and experience to support the city’s business
and client base. Our executive team is excited and look forward to partnering with you in support
of your requirements. If you require any additional information or clarification regarding this
proposal our contact is as follows:
SDTR acknowledge the contents of the submittal are true and accurate, and the requirements of this
response can be met, including but not limited to, insurance, bonding and licensing requirements
and intend to execute an Award Agreement with the City.
Sincerely,
Sheryl Richardson
Principal/Founder
SDTR Consulting LLC
Mrs. Sheryl Richardson, Owner
4928 San Marino Circle
Lake Mary, Florida 32746
Email: srichardson@sdtrconsulting.com
Phone: 407-221-2138
FEIN: 46-1772296
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
2
SDTR Consulting LLC is a service-based company established in 2010 with over 26 years of
industry experience. We have built a team with significant information technology experience and
capabilities to assist the City of San Luis Obispo. We have supported over twenty-nine public
sector clients and over thirty private sector clients of similar scope, size and complexity.
As an added value SDTR has been certified through the following government entities.
B. Firm Current workload/availability
Team SDTR has three resources assigned to support the city in the event one resource is not
available another resource will be allocated as backup to ensure continuance coverage. During
critical/high tasks allocation each team member will be assigned to various tasks, upon completion
medium and low task will be completed by the primary team lead.
Our team currently has open availability for Energov Technical Support Services.
Allocated resources will remain assigned as the primary support for the City of San Luis Obispo
during the course of the contract. In the event additional resources are allocated/replaced SDTR
will obtain mutual approval by the City and SDTR. To support the City’s schedule, Team SDTR
will adhere to the following service coverage availability provided within the Request for Quote.
SERVICE COVERAGE SCHEDULE
Type of Service Hours
Non-Emergency Conditions:
• Business Hours: Monday – Friday, 8:00
AM – 5:00 PM (local time) excluding
City Holidays
Emergency Conditions:
• Defined as Emergency Operations
Center Activated (e.g. Hurricanes)
• On-call Remote Response; 8:00 AM –
8:00 PM (local time) 7 days a week
• Two-hour response time for phone
inquires
Small Business Certifications:
Federal Government
Woman Owned Small
Business (WOSB)
Economically Disadvantaged Woman Owned Small Business
(EDWOSB)
Local Government and State
Woman Business Enterprise
National Council (WBENC)
– Woman Owned
State of Florida Woman
& Minority Business
Minority & Woman
Owned – City of Orlando
and Tampa
Minority & Woman Owned (Orange,
Hillsborough, and Osceola)
Minority & Woman Owned –
Broward County Health County
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
3
SDTR has one facility located in the State of Florida, we have the capability to bring on additional
resources for staffing purposes with the skillset outline. We currently employ multiple resources
working with various Energov Technical Support Services and are on standby specifically for the
City. Some of these resources include but not limited to Project Managers, Project Engineers,
Business Analysts, Configuration Specialist, and Report Developers.
C. Ability to meet the requirements of the RFQ
SDTR recognize the ultimate goal of the City is to locate a firm with right mix of skills, time, and
dedication to assist with Energov Technical Support Services. Team SDTR has a history of
working with similar government agencies and especially experience with same services provided
in the past. It is our purpose, market niche, and sincere promise to continue to provide outstanding
service to gain the City’s trust and future reference for future clients of Energov Technical Support
Services. Being an expert in Energov brings less errors in judgement and overall work
performance. SDTR has a knowledgeable team who has provided services in a Subject Matter
Expert (SME) capacity.
Better Team Collaboration and Continuous Improvement. To produce a complete
team cohesive and effective team environment, the team implement an opportunity
for continuous improvement scenarios. Open communication is central to the
successful project delivery and with our approach, in addition to the bi-weekly check-
ins, we will execute “Daily Stand-Up internal Meetings”. The meetings are no longer
than 15-20 minutes, and we are discussing what were the “accomplishment” for the
prior day? What are the “goals” for today? Are there any “blockers” that would delay
your process?
To achieve the City’s objectives SDTR will provide the following high-level services in each
category as outlined: (*not a complete listing and will be expanded based on City objectives)
Type of Service Subset of Service Offering System Inclusive
Configuration Specialist User Setup, Custom Fields,
Workflow Adjustment, Fees
Updates, Districts, Automations (Ios
& IAAs), GeoRules,
CSS Portal, Tyler Cashiering, IG
Inspect & Enforce, Intelligent
objects
Energov ✓
Report Development Crystal Reports & SSRS Energov ✓
Database Management SQL Server and Conversion Energov ✓
Software Development Visual Studio & Application
Enhancement & Demonstrations,
Code Updates
Energov/Munis ✓
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
4
System Administration Modules Upgrades and
Enhancements (E-Reviews,
Inspections, Permits, License, Code,
Plans)
Energov ✓
SDTR is a prior holder for the City of Tucson. As needed Contract award consisted of the
following support services:
1. Project Management
2. Project Engineering
3. Configuration Management
4. Report Development (SSRS & Crystal Reports Development including SQL Development
Services)
Services include but not limited to:
Energov Advisory Services. Serve as an advisor for EnerGov program management and overall
product strategy. Support interactions with Tyler Technologies and 3rd Party Vendors by serving
as an advocate, advisor and representative of the City for interactions with Tyler Technologies and
applicable vendors and consultants to enhance the City’s use of the EnerGov system.
Access to information for constituents online. Enable EnerGov online portal to provide online
requests for building inspections, permit and plan status, and linkage to parcel information for
City’s constituents. Assist in determining the proper repository-placement of documents to be
viewed through the EnerGov online portal.
EnerGov Workflow and Configuration Enhancements. Partner with City Staff, City’s IT, and
Tyler Technologies to implement enhancements to case types,workflows, fees, activities, and other
related configuration setup in EnerGov for staff. Provided feedback and insight on leading practices
in land management software selection, implementation, processes, and functionality.
Assisted staff with any future Land Management System upgrades including but not limited to
development of selection criteria, supporting the vendor demo setup, supporting staff in defining
requirements, coordinate with vendor setup of sandbox/ test environments specific to City of
Tucson requirements, providing feedback and considerations on major processes and modules
managed within the selected land management system to maximize system capabilities and
recommend deployment and implementation approaches.
Provided report writing services using EnerGov report-writing tool to support staff’s
operational processes. Attended project meetings with staff and project stakeholders,
as requested. Provided continuity in management of the City’s EnerGov system by
supporting the managing Business Analyst II as needed This included acting as lead
for things concerning the EnerGov system.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
5
In addition to the City of Tucson team SDTR has provided Energov technical support
for the follow similar entities below:
Client Years of Support Type of Service
Village of Niles (3-year contract) SDTR provided Energov Support Services
consisting of Post Go-Live Energov Report
Development and Configuration Support
Town of Jupiter (ongoing as needed) SDTR provide Energov Support Services
consisting of Post Go-Live Energov Report and
Configuration Support
City of Boulder (2-year contract) SDTR provided Energov Support Services
consisting of Pre-Go-Live Energov Project
Coordination/Management, Report Development
and SQL Server Report Development
City of Henderson (2-year contract) SDTR provided Energov Support Services
consisting of Post Go-Live Energov Report
Development, Configuration, and SQL Server
Support.
Over and above Team SDTR has supported additional government entities as listed.
D. RFQ Provisions
Team SDTR is prepared to provide Energov Technical Support Services to the City of San Luis
Obispo’s current and anticipated future needs and will adhere to the provision of this RFQ. This
continuity aligns to provide the support each of our previous clients has solicited followed by team
deliverance. We provide continued support ensuring timely response, dedication and reliability
with the ultimate goal of customer’s satisfaction.
Our collaborative approach has proven to improve program operations, operational performance
and delivered solutions that has increased ownership and accountability.
Completed Client Support Contract Length
Durham Police Department 1 year
Kosciusko County Government 1 year
Escambia County Clerk’s Office 2 years
Osceola County Clerk’s Office 2 years
City of Manchester, NH 1 year
Montgomery County, OH 1 year
City of Corpus Christi, TX 1 year
Town of Castle Rock, Co 1 year
City of Moline, IL 1 year
City of Fresno, CA 1 year
County of Kauai, HI 1 year
Sarasota Clerk’s Office, FL 2 years
City of Doral, Fl 1 year
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
6
2. Relevant Experience of Key Personnel and the Firm
A. Key Personnel Experience
1. Team Members Assigned
Name Title Function Gov Exp./Certification/Education
Julian
Garcia
Lead
BA/Configuration
Specialist
Support Configuration
Enhancements,
Assist staff with any
future enhancements,
Acting as Lead supporting
Business Analyst
Consumption Gap
Discussion
Energov Product
Roadmap Discussion
17 years of Business
Analyst/Configuration
Specialist
17 years working with the
Government
A.S - Cisco Networking
Associates degree, Microsoft
Networking Technology
degree, Linux Network
Administration
Sheryl
Richardson
Main POC/
Senior Report
Developer
Configuration
Specialist
(Backup)
Bi-weekly Check-ins
New Release Planning
Continuous Improvement
Planning
Organization Readiness
Support Analytics
Report Development
Custom Stored Procedure,
Functions, Commands,
Dynamic SQL
Support Configuration
Enhancements,
Assist staff with any
future enhancements
16 years of Report Development
and Configuration Management
2 years of Software Quality
Assurance
26 years of working directly with
the Government/IT
ISTQB Certified Tester
Foundation Level
Bachelor of Information System
Technology
Yves Boule
Senior Report
Developer/
Configuration
Specialist
Resource
Report Development
Custom Stored Procedure,
Functions, Commands,
Dynamic SQL
Support EnerGov
Configuration
Enhancements,
Assist staff with any
future enhancements
16 years of Report Development
and Configuration Management
23 years of working directly with
the Government/IT Bachelor of
Sciences in Mathematics in
Sciences
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
7
2. List of Previous Clients similar to City of San Luis Obispo
3. Summary of Team Past Experience
Project Management
Lead Energov Land and Asset Management System project for the management of building, public
works, community development, Fire, and Police permits and licenses. Established a master project
plan to include analysis, development/configuration, testing, training, and implementation. Analyze
current business activities and implement opportunities to improve customer experience and reduce
costs to City. Identify and manage communication to stakeholders and coordinate the development
of customer communications. Identify and determine mitigation approach for project schedule
risks. Manage all aspects of the project execution.
• Managed three-million-dollar project implementation budget
• Established software development lifecycle to include analysis and sign-off steps of as-is and
to-be functionality
• Identified stakeholders in all areas of the City to ensure effective coordination of
implementation work
• Developed detailed project plan to include task dependencies and resource assignments
allowing for project execution monitoring
• Implemented a weekly status reporting mechanism along with the reporting template to
provide clear information to stakeholders regarding the status of the project
• Changed landlord license and property registration approach to collect fees at point of
licensure and registration eliminating invoice generation and mailing steps that reduced
revenue cycle from thirty days to fifteen minutes
Name Prior Exp with Government/ Energov
Julian Garcia City of Buckeye
Maricopa County
City of Tucson
Sheryl Richardson Town of Jupiter
Village of Niles
City of Boulder
City of Henderson
Seminole County Board of County Commissioners
City of Sunnyvale
Osceola County
City of Tucson
Yves Boule State of Florida
Orange County Florida
Department of Economic Opportunity
Department of Elder Affairs
Seminole County Board of County Commissioners
Town of Jupiter
City of Tucson
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
8
• Pointed out the opportunity to shift from issuing four different permits for new construction,
pools, fences, and retaining walls to one permit reducing the total time from initial contact to
information collection and issue by seventy-five percent.
• Led the effort to have annual rental housing property registration invoices sent out on July 1st
instead of invoices going out in batches up to six months after they were supposed to be sent
• Worked with Treasury department to implement cash handling controls they had identified but
had not been able to implement due to the absence of an advocate outside their division
• Point person for communication with customer stakeholders such as the Landlords of Linn
County and the Area Developer’s Council, conducting numerous product demonstrations
• Flagged numerous administrative functions that were no longer needed thereby allowing for
reallocation of resources to other priority tasks
• Improved cross-department communication through rules-based notifications when permits
are pulled in one department affecting other areas of the city infrastructure
• Leading implementation of Energov upgrade from version 2016.3.236 to 2020.1 and migration
from an on-premises installation to a Tyler Tech hosted environment.
• Set strategic implementation direction and provided business unit owners with comprehensive
implementation options finally settling initially on a roll-out continuing with Internet Explorer
and Silverlight while seeding HTML 5 applications to technically savvy staff members to
softly introduce the new user interface and gain buy-in from department influencers
• The key point of contact for City units including Building Services, Public Works,
Development Services and Solid Waste for business analysis and Energov workflow design
offering detailed options and impacts for implementation choices
• Reference to municipalities considering Energov implementations providing them with
feedback on implementation approaches and considerations to make their installations and go-
live a successful experience
• Manages the iG Inspect application with inspectors relying on iPads to complete building
inspections in the field
• Reinvigorated a two-year stalled desktop operating system upgrade of over 2,000 computers
by establishing project scope management, task tracking, and weekly status reports completing
the project in four months
• Stepped in to manage the upgrade of the City computer aided dispatch system establishing
periodic status meetings based on project progression, expanded on task identification to
include additional work done internally, identified critical issues putting project execution at
risk, leading project timeline meetings and ensuring business unit agreement to perform
upgrade
• Identified functionality gaps and software performance issues in Energov asset management
software in 2016 preventing successful implementation that vendor would not resolve.
Worked with prior Director and IT Management to reopen acquisition process and provided
key guidance to selection team on primary requirements for configuration flexibility needed
by City’s divisions to improve their operations
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
9
• Became the “go-to” person for management when they could not achieve movement on
necessary purchases or strategy decisions facilitating conversations and providing tracking to
ensure completion of administrative tasks allowing work to move forward.
• Set overall project objectives and maintain project team direction while empowering project
team members to identify best ways to meet those goals and removing obstacles to their
individual and overall team success
Subject Matter Expect & Advisor services
Possessing extraordinary support capabilities our SME knows all aspects of Energov backed
up with critical and logical thinking outside Energov application but from detail practices of
the City. The City must have this level of expertise for success and our team bring this
knowledge in the following prior experience. Three months after the municipality executed
its contract with Energov (this was prior to Tyler Tech’s purchase of the product). Our SME
managed the implementation of the product for the City in an environment where there was
no experience with enterprise-wide applications. Not only did each department pursue its
own approach, depending upon who in the department received a request, processing
followed different paths. Specifically, Cedar Rapids acquired all the Energov modules,
Business Licensing, Professional Licensing, Permitting, Plan Management, Project
Management, and the Request system along with their citizen facing module at the time,
Citizen’s Access Portal. Our SME have substantial experience with configuration of various
aspects of the product, an advanced understanding of their database structure and have
constructed literally hundreds of intelligent objects performing internal email notifications,
external email notifications and task generation. In addition, built several the workflows and
was the primary contact point for new buildouts.
Relying on a person outside the Tyler ecosystem for consulting is important for success as
Tyler implementers often fail to appreciate exactly what functionality a customer is really
looking for. An example of this requirement consisted of Development Services division
asking for a way to track conditions imposed as part of a final plat approval. Tyler consults
seized on the “conditions” functionality in the plan module but failed to understand that the
Development Services staff wanted to approve the plan so a developer could move forward
with construction. For example, the City might require the construction of a sidewalk along
Detail List of Permitting Modules Implemented
1. Building/Construction Permits
2. Planning / Zoning Administration
3. Building and Safety Code Inspections
4. Code Enforcement
5. Code Enforcement Complaint Tracking
6. Land Management (Address
Management)
7. Business Licensing
8. Special Use Permits
9. Fire prevention inspections and permits
10. Electronic Plan Review / Workflow
Routing and Distribution
11. Online Applicant Portal
12. Cash Receipting and Point of Sale
13. Document Management
14. Etc.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
10
all of the different streets. The plan would reflect these sidewalks and therefore be approved,
but the development project could not be completed and accepted by the City unless these
conditions were made. But if the sidewalk requirement were created using the Energov
“conditions” approach, the plan could not be approved until all the conditions were already
met. In this case, implementing the Energov conditions functionality would create further
chaos rather than improve land management.
A second issue revolves around the means used for temporary building occupancy. In the
case of a commercial structure like a strip mall, individual sections of the mall are inspected
and approved for temporary occupancy while the rest of the mall is being built out.
Municipalities need to decide administratively how they will hand that process. Is there one
permit for the entire structure and then a series of inspections with the obscure naming
convention used preventing a user from easily knowing to which section the inspection
applied or does the Building Services group issue a parent permit and sub-permits for each
individual store for inspection tracking purposes. In each case, there are trade-offs and
understanding what other municipalities experienced is helpful.
Project Engineering
SDTR Project Engineers are Solutions-oriented Project Engineering professionals offering a strong
balance between business savvy and technical capabilities. Managed EnerGov software
implementation projects for a diverse group of clients in the public sector. Possess several years of
experience contributing to project as Business Analysts, Financial Consultant, and Project Manager
as needed. Communicated with Developers, Management and Clients equally well. Leverage
expertise on projects including expertise in software architecture, and technologies, SDLC, Agile,
methodologies and ERP Systems. With a diverse skillset during Energov Implementations
provided the following:
• Served as a senior industry, software, and technical expert consultative resource to oversee
implementation engagements for large local government municipalities.
• Served as a team leads to oversee and mentor an implementation engagement team to ensure the
quality of each consultant's work and that each consultant has the proper training and support.
• Conducted continuous client interview sessions to analyze and document current business
processes and workflows, identify process gaps or issues and design future-state solutions that
met client business objectives and goals.
• Trained end users and other personnel on software functionality and usage.
• Reviewed initial data conversion and communicate conversion status to conversion analyst.
• Provided technical and system functionality expertise when addressing errors, issues, or
questions regarding the implementation.
• Gathered, analyzes and specs for custom reports and output documents used by Clients, Client's
Customers, and others.
• Provided go-live/cut-over assistance and support to clients.
• Facilitated requirement gathering and technical collaborative sessions to design.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
11
In addition, worked with vendor selection and management, project management and coordination
to align day-to-day operations with business goals and client objectives. Capitalize on superior
communication skills to establish and develop valuable client and vendor relationships. Build and
spearhead top-performing teams, providing guidance, training and support needed to ensure on
time and within-budget delivery of high-quality products and services.
Report Development
As an Expert at Energov Custom Tables and Structure our report developer possess the skills that
surpass any other report developer. Having a integrate level of skills in SQL Server, Crystal
Reports, SSRS, and ends and out of Energov vast database and application structure report
development is completed within budget and on time. SDTR Report Developer surpasses decades
of Report Development Consulting. Migrated thousands legacy system reports to Energov
corresponding stored procedures, functions, commands for various SDTR clients. Training and
knowledge share to other city employees who wasn’t familiar with code contain in the report to
further assist when SDTR support is no longer needed. Provided report configuration in Energov
following report development. In addition, provided the following support to Energov clients:
• Attended user meetings virtually to stay on the forefront of engagement.
• Created 1000+ Crystal Reports using SQL Server 2008, 2012, and 2016(Tyler Energov
software for permitting and licensing: report generation for fire, inspections, business license,
plans, permits, code case, cashier modules)
• Created reports utilizing Linked Records for multi-level access within Energov
• Generated Energov review reports utilizing EReview and GIS linked EPortal.
• Created Borders utilizing crystals reports underlay following section feature.
• Parsed data to create pictures in crystal reports utilizing server files and SQL Server Database
connection
• Mentor city staff. Conversion from Oracle Reports to Crystal Reports, Conversion from Legacy
system reports to Crystal Reports and SQL Server Report Services (SSRS)
• Gather report requirements to create or modify for UAT and Go-Live
• T-SQL Programming: create unions, joins, max rows of multiple datasets rows, do-while-loops,
coalesce statements to join multiple tables into one row, eliminate duplicate records, etc.
• Created complex dynamic SQL to pivot and un-pivot data to display on reports such as
Inspection count by date, and impact fee report.
• Created functions to be used in stored procedures as well as stored procedure within stored
procedures to populate temp tables
• Created parameterized reports via add command for stored procedure dates
• Created parameterized reports with dynamic or static drop-down values
• Created sub-reports, groups, complex formulas, running totals, parameters, summaries,
crosstabs, graphs, arrays, strings, local and shared variables
• Created reports with multiple versions of Crystal Reports 2016 and SQL Server Reporting
Services
• Report Configuration in Energov application
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
12
Configuration Specialist
SDTR Configuration Specialist have assisted with multiple implementations consisting of setup
and configuration of various software applications including Energov. The team has assisted with
setup and configuration of Energov case types, workflows, fees, activities, and other related
configuration setup as well as training end users on the software functionality and setup. During the
implementation of Energov our SME reworked portions of the Energov application to be more
manageable as the existing setup did not provide feasible for the city processes. Our SME has
implemented several scenarios for the EnerGov applications. The below fees were configured
based off may different variables. There are three main groups of fees that are dictated by the fee
schedules.
• First set are Water Meter Fees, these fees are for the different size water meters with
different designs such as turbines, displacement, turbine, etc.
• Second set is User Fees, these are fees that are like Plan Review, Submittal fees, and
other such fees.
o As a subset, Based on Value (BOV) fee is part of this but was built
special because of its complicated nature.
o Another subset of manual fie fees that are general use fees, such as
copies or actions.
• The last fee group is Impact Fees, these fees are GIS driven based on area maps that
provide EnerGov with certain pieces of information. Based on this information fees
will fire. This would include fees such as water, sewer, streets, fire, police, and
library.
Areas that get discounts, this is also GIS driven for the most part, but the fees are configured to
give certain discount amounts based on the specific areas.
Our SME has figure out solutions for challenging scenarios such as Zero Dollar Fees, and
Drawdowns (Escrow accounts). Not always the cleanest but move forward.
Assisted with implementing Online Permit, Plan, and Engineering applications online using the
CSS Portal. And implemented Business Licensing into the system as well.
Our SME has IO's currently built and created to do several functions in the system like send email
notices to staff when actions are completed. Auto Close workflows, Remove or Add values based
on specific functions. And many more.
Provide continuous improvement of Energov and its features as they rolled out Bluebeam
Integration with electronic e-Review. Not only does our SME provide the following support but
also highly active on the Tyler Community boards with several other users from all over the U.S.
Our Configuration Analyst/SME come from a Business Analyst background which make our team
diverse in interaction with government clients. Having this skillset also bring additional
qualifications including:
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
13
Responsible for building and maintaining multiple relationships between various departments and
the I.T department. Worked to implement software modules to various departments around the city
to create a more cohesive environment. Constantly met with various stakeholders to determine
business requirements for the Tyler’s Energov platform. This includes updating business processes
to meet software capability or configuring software settings to meet business requirements; Efforts
consisted of working with department representatives to determine the best solution for the city.
Module setup consisted of Utility Billing modules, Human Resource Modules, and Development
Services modules including Business licensing and permitting including the
building/engineering/planning divisions as well as supporting the Munis module.
Responsible for coordinating resources between departments and Tyler to complete any given tasks
as assigned. Met with customers to obtain task specifications and then create user stories for
programmers. After gathering all requirements for the task created a project plan and formulate a
timetable for the project with goals to show successful completion. For programming projects
create user stories utilizing agile methodology. Worked on twelve projects with varying levels of
required oversight for both the infrastructure and application development groups. These projects
have many stakeholders from within and outside requiring constant communication and
coordination from various groups. Currently responsible for all aspects of the projects including
budget tracking and reporting as a project owner. Create training manuals and documented
application install and processes; these projects have also required troubleshooting issues and QA
the applications for consistency and quality. With additional business analysis skillset including:
• Logged, tracked, reported and conducted status meeting to review business problems and
incidents with extended project teams including business representative, IT development,
IT test, IT project manager, and program support representative. Responsible for tracking
items via SharePoint from initial issue logging to a sustainable and finalized resolution
detailing program fix date into production environment, needed resources, cost
implementation and duration of fix process overall.
• Provided Mobile Application and Online portal configuration, testing and support.
• Managed program change requests which included scope additions and deletions. Managed
Change request process to manage impact analysis, ensure proper sizing, resource staffing,
and change review board approvals.
• Experienced in requirement documentation, analyzing business process backlog, business
and production incident management, and coordinator to review business issues, data
challenges and user experience reviews.
• Researched and assessed the requirements and needs of departments and collaborate with
Information Systems and project stakeholders.
• Met with decision makers, system owners, and end users to define business, financial and
operational requirements, and Energov Implementation system goals.
• Recommended efficient business and operational systems and technology solutions in
support of core organization functions, business processes and policies.
• Created, analyzed, and validated detailed Energov functional requirements
• Advanced requirements analysis and documentation
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
14
B. Firm Experience
SDTR Consulting LLC specialize in supporting the migration of legacy system to enhanced system
implementation. SDTR Consulting LLC emphasis for the past few years has been expanded to
government entities. We have supported several Tyler Technology implementations from old
legacy systems to more efficient robust systems. Below is a list of our current and past Energov
support.
Customer Description of Support
Town of Jupiter
*Performance Evaluation in Appendix
SDTR provided IT Consulting/Professional Services in
support of Tyler Technologies Energov application. We assisted
with go-live IT Support Services; these services included:
1. User Support
2. Report Development (SSRS & Crystal Reports)
3. SQL Development
City of Boulder
* Performance Evaluation in Appendix
SDTR provided pre-go live and post go-live IT
Consulting/Professional Services. In support of new system
support services. The City was migrating from a legacy
system (KIVA) to a New System (Energov). Services
included:
1. Project Coordination
2. Report Development (SSRS & Crystal Reports)
3. SQL Development
4. Integration and Configuration Support Services
5. User Support
City of Henderson
* Performance Evaluation in Appendix
SDTR provide pre-go live IT Consulting/Professional
Services supporting a legacy system to Tyler Technologies
Energov application. Services included:
1. Report Development (Crystal Reports)
2. SQL Development
3. Database Support Services
4. Integration and Configuration Support Services
5. User Support
Village of Niles
SDTR provide pre-go live IT Consulting/Professional
Services supporting a legacy system to Tyler Technologies
Energov application. Services included:
1. Report Development (Crystal Reports)
2. SQL Development
3. Database Support Services
4. Integration and Configuration Support Services
5. User Support
C. General Firm Information
Number of Employees 3-10
Location of Headquarters 4928 San Marino Circle, Lake Mary 32746
Branch Offices 0
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
15
Number of Years in Business 13 years
3. Fee Structure
Energov Support Services (Configuration Management/ Report
Modifications/Business Analyst
$95 an hour
Onsite Support if needed FY Per Diem Rates
4. Client References
SDTR has supported several Energov clients by providing our talented team. As a major
contributor we continue to provide individualized outstanding support services. Notable supported
client references include:
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
16
Reference No. 4
Customer Name City of Tucson
Client contact and title Martiza Felix
Phone 520-837-4107
Email Address Maritza.felix@tucsonaz.gov
Street Address 255 W Alameda St
Tucson, AZ 85701
Scope of Services
performed
SDTR provide pre-go live IT Consulting/Professional Services supporting
a legacy system to Tyler Technologies Energov application. Services
included:
1. Project Management
2. Project Engineering
3. Configuration Management
4. Report Development (SSRS & Crystal Reports Development
including SQL Development Services)
Additional Services Cost
Project Manager $125 an hour
Principal Consultant $95 an hour
Application Developer Architect $125 an hour
Database Administrator $115 an hour
Data Conversion Services $85 an hour
Quality Assurance Analyst $75 an hour
System Analyst $95 an hour
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
17
Appendix
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
18
Resumes
Public Sector Skills
Software analysis and design
Quality Assurance/IV&V
Configuration Management
Requirements Gathering
Technical Documentation
hardware/software systems
Integration
Agile Methodology
EDUCATION
Associate of Science
Computer Information
Technology Administration
and Management
Julian Garcia
Configuration Specialist/Business Analyst for SDTR Consulting, LLC
March 1, 2019 to present
Well versed IT technician that has skillfully transitioned into the role of
Business Analyst serving to better aid the IT department customers. I bring
with me various levels of experience handling issues from minor service desk
tickets, to high level network outages, as well as leading multiple technology
deployment projects of various sizes and degrees of impact. geared toward
CISCO and Linux network administrations and have used many of the skills
acquired to better my current team in order to provide the best customer
service possible.
I have completed many projects successfully both as part of a team and as the
team lead responsible for implementation. I have always done my best to keep
the customer engaged, while completing the project with in deadline
requirements, and continually strive to finish the project as efficiently as
possible with a minimal waste of resources. I have always believed in the old
adage; work smarter not harder.
A few of the projects I have been a part of are a RAS Token refresh that
required the switch out, installation, and training of abou t 290 plus users. A
computer refresh project requiring about 1400+ workstations to be replaced;
this was a project consisting of a mix of laptops and desktops for various users
that included the transferring of all the users’ files. Mondopad deployment,
setup, including the creation of training material and maintenance protocols.
The continued documentation of many new software installations as well as
updating and maintenance of aged documentation. Design and layout
planning of a new Law Library for Maricopa County Judicial branch. As well
as many pilot projects requiring the communication and cooperation of many
government agencies of various levels, for example partnered court services
between Maricopa County, Mesa City court, and Glendale City court.
Government/ Public Sector Clients
Client Period of
Performance
Role
City of Buckeye
Dec 2017 to present Business Analyst
Currently assigned to help implement and maintain the Tyler
Technologies ERP system across the city for all departments. My
main responsibility is the EnerGov (EPL) software for the
Development Services and Engineering department. This is the main
focus of my current position, while I also support the Munis (ERP)
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
19
module in a backup capacity. The IT ERP team is currently
responsible for determining department needs and wants by
gathering business requirements in order to ensure the software
works smoothly and with the best practices in mind to complete day
to day operations. As the fastest growing city in the nation per the
U.S Census Bureau our permit application is required to be robust
and responsive to handle the workload.
Assist with multiple implementations consisting of setup and
configuration of various software applications including Energov.
Projects include but not limited to:
•implement a new module “Decision Engine” this will allow
our customers to have a much more curated online
experience helping to guide them along their process.
•Worked with our current software's TCM which is our
document management solution and EnerGov EPL. This
program will control document retention based on
requirements set forth by Arizona State as well as allow for
secured document retrieval when necessary.
•worked with Tyler as an EA (Early Adopter) user and have
been working to build out TCM to handle complex
functions required by the city for normal operations. We
will be working with every department in the city to meet
their individual needs.
•Worked to migrate from our current Payment gateway to a
new provider that is part of Tyler. This will allow for full
integration including new features. This will be a phased
rollout as we rollout current features that our customer base
is currently familiar with, then we will begin implementing
new features,
•MDM management of all city mobile devices. As part of
this responsibly I am working on building new processes
and security as well as documenting the process and
troubleshooting practices.
•Utilized a variety of products such as Munis, Tyler
cashiering, Tyler content manager, and Energov. This
project includes building and configuring the applications
based on user and department requirements, and the setup
and configuration of hardware equipment. This will be a
major on going project that will require continual
maintenance and upgrades.
•Migrated our aged customer portal CSS for a new more
enhanced and smoother running application Resident
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
20
Access. This upgrade has made our customers experience
with the application much more refined as it adds new
features and capabilities.
• Utilized Microsoft List, APPS, and Flows we have built a
tracking and notification system to disperse information
across the city departments whenever an interruption of
services is reported.
• Tasked with upgrading the cities ERP solution which
consisted of two major softwares and a handful of support
software from Tyler. Munis 2021.6, EnerGov 2022.2, TID-
C and W, HUB, Omni, Ready Forms, Content Manager.
This was a know project requiring the whole city or be
involved for testing and vetting of the software.
• Upgraded EnerGov to the newest and latest version of
2021.1. With this upgrade comes changes in business
process and software usage. The last two upgrades
maintained the same user screens while this version is an
entire UI change.
• city expanded its incentive district to include a new area.
We had to configure a combination of GIS and EnerGov
configuration to properly asses fee discounts accordingly.
• worked with an external company to determine fee updates
for development areas within the city limits. With these
new fees came increased complexity for the firing
mechanisms to determine accurate fee assessments.
• remodeled the Development Services and Engineering front
counter area. As part of this remodel a temporary front
counter will need to be configured and maintained and then
the new permanent counter will need to be configured and
setup. As part of this project new processes and temporary
solutions will need to be determined per business
requirements.
• Tested and verified the new version of EnerGov prior to
upgrading our production environment. With this new
version comes a host of new features and capabilities
allowing for faster processing and more streamlined
processes to reduce work loads and increase efficiencies.
• upgrade a major component of the cities ERP software. We
are currently working on moving from version 11.3 to the
2019.1 long term supported version. We are having to work
with multiple departments in the city and verify software
functionality for UAT.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
21
• City’s Public Works department has a newly created Code
Enforcement division for trash services. As part of this
departments requirements they will need to utilize software
for tracking and processing violations. We have our current
EnerGov software that has a code enforcement module. We
have re-built and designed the module to meet the demands
of the Public Works department to create electronic
citations and processing. The project will require app
access for in the field processing using iPad devices.
• doing an upgrade from EnerGov 2016.3 version to their
latest version 2019.1. We will need to do spot checking and
smoke testing to ensure the application works correctly as
designed. We will also be implementing new features and
processes that are newly available with the upgrade.
• Our current payment processing software has the ability to
create a file and send check/money order payments to the
cities bank for deposit. Moving to the internal software
greatly increasesd processing time while reducing staff
processing time. With ever decreasing resources we are
striving to create efficiencies where ever we can. This
process has been running city wide for about a month now
with an estimated time savings of 32 hours across all
departments that currently take in money.
• continual project to configure and implement Energov to
better improve the cities processes for the development
services and engineering departments.
Client Period of
Performance
Role
Maricopa County Nov 2006 – Dec 2017 Software Quality
Assurance Analyst
BA for Superior Court projects. I am currently assigned any and all
technology related projects in addition to normal tickets and
assignments. I have piloted and created documentation for various
trial technologies that the departments are interested in acquiring
and utilizing. Some projects have required a great deal of in depth
involvement from the research phase to the implementation phase.
As the fourth largest county in the nation we have had great
opportunities to purchase software as well as to build and implement
our own in house developed software.
member of CTS (Computer Technology Services) for Maricopa
County. I am currently level 3 support for the Help desk and also
responsible for the maintenance and account management as well as
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
22
troubleshooting for the ICIS system maintained and run by the
county IT department. I work with multiple systems and
applications to help keep the systems we utilize running smoothly. I
have gained multiple levels of experience with computer systems
from iPAD support, to desktop and laptop support. I currently work
remotely as well as physically visiting locations to perform fixes as
needed.
clerk for the Justice Court systems specilizing in Criminal and DUI
laws for Arizona. I worked directly under the Supervison of the
Justice of The Peace and held many job fuctions, Judicial Assistant,
Baliff, Court Liason, Criminal Law and DUI/criminal law trainer for
the entire county legal system; among others.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
23
Contact
srichardson@sdtrconsulting.com
Key Skills
Project Management Proven
Quality Reliability
Effective Results Software
Report Configuration
Development Professionalism
Data Analyst
EDUCATION
DePaul University, Chicago IL
Master of Computer Science
(Prereq)
University of Central Florida,
Orlando Florida
B.S Information System
Technology April 2004
Seminole State College,
Sanford Florida
A.S. Networking Engineering
Technology
1999-2001
Seminole State College,
Sanford Florida
A.A General Education
2001 -2002
TRAINING
Crystal Reports Intermediate
Crystal Reports Advance
Crystal Reports XI
CERTICATIONS
ISTQB
Certified Tester Foundation
Level
Sheryl Richardson
Owner/Senior Crystal Reports Developer at SDTR Consulting, LLC
Lake Mary, Florida
Summary
Meticulous professional with over 26 years’ experience in computer technology and
business structures, processes and practices. Comprehensive knowledge in business
management; complimented by an extensive technical background. Strong
leadership skills integrated with “hands-on” implementation techniques to promote
business quality. Qualifications include degrees in Information Systems Technology
and Networking Technology. Additional assets: Articulate, Self-Starter, Highly
Enthusiastic, Responsible, Independent, Ethical, and Confident.
Experience
SDTR Consulting, LLC
March 2010- present
Founder and Chief Operating Officer. Mrs. Richardson hands-on leadership style
defines her vision and experience as owner and software consultant. As a Native
Floridian, she has led SDTR Consulting to support several IT Staff Augmentation
and IT Consulting Contracts. Her responsibilities not only ensure smooth flow of
contracts and has been a major contributor providing similar software consulting
services.
Mrs. Richardson has over 16 years of Business Intelligence Report Development in
the form of Crystal Reports Consulting. During her career, she has created over a
fourteen hundred reports for various clients. Mrs. Richardson has worked with
various data sets to create clients requested reports. These data sets consist of, but
not limited to, Oracle, Informix, SQL Server, DB2, Access, MySQL, Sage Products,
Sybase, etc.
Past Performance Supporting Report Development
Client Name Date of
Service
Client Name Date of
Service
Government/ Public Sector Client
Village of Niles Nov 19 –
Aug 23
Town of Jupiter Mar 16 –
Aug 23
City of Boulder Jul 16 -
Jul 18
City of Henderson Mar 15 -
Jun 16
SunGard Public Sector Dec 15 -
Apr 16
Pioneer Technology
Group
Jun 12 -
Mar 14
ASRC Federal Feb 05 -
‘Jan 08
Orange County Fire
Department
Apr 04 -
Nov 04
Private Sector Clients
Talatek Mar 22-
present
IH Mississippi Credit
Union
Sep 21 –
Sep 22
Ebrooks Consulting Mar 16 -
May 16
Calypso Cay Feb 14 to
Apr 14
Benada Aluminum Sep 13 -
Dec 13
Rouse Consulting Aug 13-
Dec 13
Midtown Printing Jul 13 -
Jul 13
Arizona College Sep 12 -
Dec 12
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
24
Performance Validation Sep 12 -
Dec 12
Florence Filter Apr 12 -
Apr 12
Ken Pat, LLC Jan-12 -
Jul-12
Allied Equipment Dec-11 -
Jan 12
Blue Green Tech Jan 12 -
Jan 12
Bruder Toys Oct 11 -
Dec 11
OmegaByte Dec 12 -
Dec 12
Sales Achievers Aug 11 -
Oct 11
CJW Consulting Oct 11 -
Nov 11
MetroCorp Jul 11 -
Jul 11
C. Henderson Aug 11 -
Oct 11
Little Fish Technologies Feb 11 -
Fe 11
AAvex Technologies Feb 11 -
Mar 11
Omnigon Oct 10 -
Dec 10
Pacific Artic Farms Dec 10 -
Dec 10
Oxford Health May 10 -
Dec 10
Duties included but not limited to:
• Create crystal Reports utilizing crystal enterprise and data grip(mysql).
• Troubleshoot existing crystal reports and my sql code
• Created crystal reports utiltizing business objects datasets grouping and
coding with crystal syntax Jaspersoft Reports developer utilizing db2 and
Tibco Jaspersoft studio 7.1.0 interface. Created code and report with
parameters in addition to input control. Publish to servers.
• Generated/Created 1000+ Crystal Reports using SQL Server 2008 and
2012(Tyler Energov software for permitting and licensing: report generation
for fire, inspections, business license, plans, permits, code case, cashier
modules)
• Generated Energov review reports utilizing EReview and GIS linked EPortal.
• Created Borders utilizing crystals reports underlay following section feature.
• Parsed data to create pictures in crystal reports utilizing server files and SQL
Server Database connection
• Mentor city staff. Conversion from Oracle Reports to Crystal Reports
• Gather report requirements to create or modify for UAT and Go-Live
• T-SQL Programming: create unions, joins, max rows of multiple datasets
rows, do-while-loops, coalesce statements to join multiple tables into one row,
eliminate duplicate records, etc.
• Created complex dynamic SQL to pivot and un-pivot data to display on
reports
• Created functions to be used in stored procedures as well as stored procedure
within stored procedures to populate temp tables
• Created parameterized reports via add command for stored procedure dates
• Created parameterized reports with dynamic or static drop-down values
• Created sub-reports, groups, complex formulas, running totals, parameters,
summaries, crosstabs, graphs, arrays, strings, local and shared variables
• Created ODBC connections to various databases and applications - SQL
Server (2000, 2005, and 2008), Btrieve, Pervasive, Excel, Outlook, etc.
• Created reports with multiple versions of Crystal Reports-
8,9,10,XI(2008),2013, 2016
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
25
• Publish reports using Crystal Enterprise and assistance with creation of
custom interface using Visual Basic
• Analyze Cold Fusion code to create Crystal Reports
• Created reports with different software including SAGE Peachtree Accounting
Master builder, Business Vision, MAS90
• Accessed diverse data including financial, managerial, inventory, healthcare,
public and private sector, etc.
• Specialized in creating commands, and complex code in crystal reports
• Configured custom application to view finished reports
Remote connection : GotomyPc, VPN, Gotomeeting, Remote Desktop
Connection
▪ Generate Crystal Reports using XML data
▪ Generate Crystal Reports via Campus View Database
▪ Generate Crystal Reports using courthouse data(civil and criminal divisions)
various counties (orders, summons, labels, judgments, etc)—over 600+ reports
▪ Integrated Crystal Reports into company custom software
product(Benchmark)
▪ Converted Crystal Reports to Cognos Reports
▪ Create SSIS packages to move data from source location to destination
location to generate Crystal Reports
DaVita Healthcare
(6-2008 to 5-2010)
Software Quality Assurance:
• Lead testing efforts including the development of test strategies, software test
plans, test execution management.
• Tested many projects and independently created, validated and executed the
appropriate test plans, test strategies, test cases/scripts Documented using HP
Quality Center 9.2
• Utilized white box testing and black box testing.
• Analyzed Delphi 7 and 2007, C#, and SQL code to create test cases if
requirements are not provided (for Data movement Development Team)
• Analyze processes and verify they are working correctly (event viewer,
program control table, windows services, log files, etc.) and determine
appropriate action to take to fix errors.
• Performed performance/stress testing/regression testing/acceptance testing.
Strong understanding of SDLC-concepts and have a good understanding of
all phases/types of software quality testing.
• Prioritize, and organize/balance workloads to complete multiple,
simultaneous tasks both for self and others. Familiar with Agile Software
Development Methodologies (work closely with development with iterative
releases)
• Create SQL scripts to analyze data correctness (checksums and counts of
schema (triggers, procedures, constraints, indexes, table rows, data, etc.))
Maryanne Morse Clerk of Court
(12-1996 to 1-2004)
• Primary contact for contracts and service issues
• Maintain Server Systems, Network, Printers, and PC support
• Provide troubleshooting principles and administrator duties, which includes,
• Establishing, accounts and setting permissions, for more than 1500+ users
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
26
• Perform and monitor mandatory backups for all HP Servers
• Manage daily operations of Information Services
• Monitor and resolve any conflicts on the servers
• Generated monthly and yearly reports using UNIX scripts
• Analyzed Data to prevent system crashes
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
27
Key Skills
Software Development
Collaborative Leader
Management
Decision Maker
EDUCATION
Embry-Riddle Aeronautical
University, Daytona Beach,
Florida 2001
Master of Software
Engineering
Management and Computer
Science, Greenville, South
Carolina 1999
Webster University
B.S Mathematics;
Allen University Columbia,
South Carolina 1996
,
Yves Roger-Bouele
Senior Application Developer for SDTR Consulting, LLC
Oct 16, 2017 to Present
Summary
A seasoned developer with over 20 years of experience who has developed several
e-commerce, database driven and self-management websites for public and private
sector clients. Utilizing a deep-down analytical assessment with possible solutions
from the technical standpoint of clients as well as laying the foundation of the
developed processes. Easily adaptable for any environment with experience
showcasing development of UI and UX designs and strong mastering of software
development life cycle (SDLC) the developer has engaged with government,
Financial Services, Automotive, Healthcare Facilities, and Manufacturing
stakeholders. Possessing skillset of all trades including but not limited to:
Programming
Languages:
VBA, Visual Basic, Delphi, JAVA, C#, C++,
COBOL, and C
Scripting Languages: VB script, JavaScript (OO), Shell Scripts, Senior
.NET, Access, VBA, and SQL
Web Technology: PHP, ASP, ASP.Net, Servlets, HTML, CSS, XML,
AJAX, Web Services
Database Management
Systems:
MS Access, SQL Server, Sybase, Oracle, Paradox
Experience
Government/ Public Sector Clients
Client Period of Performance Role
Meals on Wheels Feb 19 – Aug 22 Senior Application
Developer/Manager
• Working closely with Department of Elder Affairs, Department of
Economic Opportunity, and Seminole County provide various application
development services that include but not limited to customizing
applications interfaces to provide more effective access to data via
reporting output or screen displays, providing data support for HR Services
(payroll), financial and accounting operations.
• In charge of maintaining the IT infrastructure from the network, to the
application development; Maintaining and providing data reports from a
proprietary MS Access database.
Government/ Public Sector Clients
Client Period of Performance Role
Town of Jupiter Sept 23– present Senior SSRS Developer
& Configuration
Managment
Provide as needed SSRS Report Development & Configuration Management
Convert Crystal Reports to SSRS for various department. Program SSRS report
development utilizing Visual Studio and SQL Database connections.
Client Period of Performance Role
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
28
Lockheed Martin Nov 18 – Dec 19 Senior Application
Developer/Manager
• Supporting various government customers modernized and improved
usability of a homegrown VBA/MS Access application that was created to
facilitate the ordering process of engineering equipment. Developed
modules, provided test plans, test procedures, perform testing and
implemented changes to production
Client Period of Performance Role
Orange County Office
of Accountability
Feb 18 to Jun 18 Senior Programming
Analyst
• Lead software development consultant responsible to implement a system
which would allow Orange County to track, monitor and give employees
tools to improve their job performances at any given time. We were to
deploy one of their vendors Business Intelligent tool, WebFOCUS 2.0.
• Duties consisted of:
o Setting up the repository database in the Reporting Server
o Rewriting reports templates to allow user administrators a way to
customize parameters relevant to their respective departments.
o Developing and maintaining xAPI in the web server to meet particular
analysis functionalities.
•
• Maintained and improved the functionalities of the vendors’ web
application built with RESTful/JSON technology utilizing Java Server
Faces.
o Vendors could register themselves or create new accounts for each line
of services, or products they are offering.
o Vendors were presented potential projects based on their service and
product profile.
• Technology that was used: WebFocus, Oracle 12c, SQL Server, Visual
Studio, Java, and ASP.Net.
• Assisted Procurement with Request for Proposals (RFP)/Request for
Information (RFI) process with selection of solution.
Client Period of Performance Role
StrictlyBizness
Technologies
Feb 99- Aug -99 System Solution
Provider
• Converted the Patient Management System application at the Department
of Mental Health that was developed in Clipper, a DOS based program to
Paradox into a windows-based application. Assessed and analyzed the
existing-49 Clipper-applications to develop a single application divided
into modules that can be viewed or accessed by every member of the
hospital according to the security system that was developed. The
application could be updated or customized to accommodate the hospital
new needs.
• Also converted the existing data to run in a Paradox environment and
created a DataMart system to support the different application modules.
Configured, the client's network system so all the authorized users could
use the application simultaneously.
• Maintained and Migrated a legacy COBOL application with DB2 database
and developed the functionality of clients’ web sites using VBScript, ASP,
and Visual Interdev with a SQL Server Database backend.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
29
Private Sector Clients
Client Period of Performance Role
Let’s Go taxes April 17 – March 18 Senior Application
Developer/Manager
• Providing IT support for Tax offices from setting up office networks to
maintaining the usability of the software.
• Designed web interfaces (UI, UX) for the marketing department to
advertise additional services to potential future clients.
Client Period of Performance Role
Borzal Consulting Nov 07 – March 17 Application Solutions
Consultant
• Back-End Development consisting of creating queries, stored procedures,
and data maintenance automation via SQL Server Database to specifically
support Front-End Applications
• Responsible for developing, implementing and maintaining a complex
enterprise application suite that would support various business operations
across different departments at The Newport Group using VBA
technology, .NET (C#) and SQL Server.
• Supported Application Developments in PHP, ColdFusion and Java for the
purpose of gradually converting part or all of the functionalities to an
ASP.NET MVC environment
• Designing (UI, UX), prototyping, and testing custom application solutions,
as well as supporting their implementation and maintenance
• Set up and monitored user accesses based on their roles.
• Developed applications in Microsoft Access linked to a SQL server
database with reporting outputs in Excel spreadsheets. Those applications
supported operations in various departments such as Accounting (Newport
Accounting System Application - NASA), Rebalance and Trading, Client
Services, Finance or Human Resources.
• Utilized the full strength of the SQL database server to provide stored
procedures, pass through queries and other functionalities that would
automate reporting thus render operations more efficient
• Wrote VB scripts to automate deployment and version control on users’
machines
• Wrote and implemented a disaster recovery scripts to reroute to active
servers and keep systems running uninterrupted.
• Import data integrations – utilized the full capacity of SQL Server control
flow technology (SSIS, SSRS) to automate the integration of large data
processes on demand.
Conducted by-monthly project prioritization reports to review progress status of
existing project or where I would often make recommendations on new
projects.
Client Period of Performance Role
Affiliated Computer
Services Celebration
March 17 – Oct 17 Application Developer
Completed a 6-month project developing an entry point solution using VB.NET that
would allow ACS client (Disney World) to figure out their real time revenues from
all their parks around the world
Client Period of Performance Role
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
30
Sales & Marketing
Technologies
Dec 06 – Feb 07 Application Developer
Completed a 2- month project developing and maintaining web applications in
Classic ASP, C#.NET and ASP.NET (www.smtusa.com).
Client Period of Performance Role
9 Pixels August 05 – Nov 06 Application Developer
• Developed several User Interface e-commerce, database driven or self-
content management websites in PHP/MySQL
• Assessed the possible solutions from the technical standpoint of the clients
as well as laying the foundation of the development process. Finally,
assumed the project management role of all the accounts that were worked
Client Period of Performance Role
Global Sourcing and
Consulting
April 04 – Aug 05 Application Developer
• Developed web applications using Dreamweaver that integrated on the
company’s website allowing employees to check on reports generated from
the database to carry on orders and the business partners to place new
orders, check on the status of existing orders or update their profiles.
• Implemented the Active Directory feature of Windows Server 2003 which
establishes and maintains relationships among individual applications and
computers while enforcing standard configurations
• Established direct and third-party outsourcing EDI solutions
Client Period of Performance Role
GateWare Consulting Aug 03 – Jan 04 Application Developer
• Developed web applications in MySQL/PHP designed to assist GateWare
customers such as to support some e-commerce features (shopping carts,
credit card processing) through the business development program they
were running. GW Consulting was giving an opportunity to individuals to
promote their product and services using a unique e-marketing concept;
using the IP Network Messaging which is much more effective and
contrary to spam emails to get to Internet users. The application will walk
all the users in the program to basic requirements to setup a small/home
business ranging from how to write a business plan to business tax filing
and it would keep track of the evolution of every participant.
Client Period of Performance Role
Direct Mail Express Mar 02 – Jul 03 Application Developer
• Responsible of programming for all applications to support the call center
activities and improve its effectiveness in this very competitive business
• The main objective of the call center was to conduct surveys that would in
turn allow DME customers, the largest car dealerships in the South Eastern
Region of the country to make better sales. The Application DealerPower
was developed in ASP.NET -- link: www.dealerpower.com – which had 3
important modules:
• SQL Server database application to manage the back end with dedicated
datamarts to effectively use the database resources and a batch download
and upload service to get number to calls and to store calls completed.
• Call agent interactive screen to contact new customers or assist existing
customers and a Reporting System for corporate users.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
31
• As an intranet, it offered a Customer Care Management System built in
Visual Basic to register all the application users (dealerships) and address
their issues or collect their suggestions for improvement.
• Call Center Agent rating to better assess the effective work of the agents
and improve on it where needed.
• Mystery Shop App to help improve the work/sales at the dealerships
• Reports such as appointment settings, Customer Critics, Survey Review,
Customer in Market review.
Client Period of Performance Role
Direct Mail Express Jan 00- Jan 01 Application Developer
• Developed and programmed applications to facilitate the transfer of data
between the company and its business partners.
• Used the Gentran: Director and Application and Form Integrator software
from Sterling Commerce to map incoming data in EDI format to a text
format to be used in our accounting system
• Secondly, with SQL Server 2000, managed the data received and generate
reports for the company’s intranet using the Active Server Pages
technology with Visual Interdev.
• Maintained and upgraded the Data Transaction Services packages for the
Database Management System (DMS). The DMS is a Visual Basic
application set as an interface for the various Datamarts to support for
example the Employees Management System and security level
management for report users.
• Made suggestions on how to adapt new technologies to improve the
application development projects
Client Period of Performance Role
Favorite Online Sep 99- Jan 00 Internet Marketing
Application Developer
• Developed multi-level marketing web site that Favorite Online, a MarkNet
company was superseding in partnership with GTE, ComData and Carolina
First Bank
• Role ranged from generating reports on the company’s Intranet using
Active Server Pages (ASP), stored procedures with SQL Server 7 to
creating or upgrading pages on the company’s website.
• Completed training as a Microsoft Certification Solution Developer
(MCSD) at New Horizons.
Client Period of Performance Role
Laidlaw
Environmental
Services (SafetyKlean)
Oct 98 - Jan 99 Delphi Programmer
Developed the Transportation Compliance Module mostly to manage the trucking
system and to inventory the whole company service transportation resources.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
32
PAST PERFORMANCE EVALUATIONS FOR SDTR CONSULTING, LLC – (TYLER
TECHNOLOGY ENERGOV SUPPORT SERVICES)
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SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
33
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
34
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
35
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
36
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
37
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
38
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
39
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
40
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
41
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
42
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
43
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
44
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
45
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
46
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
47
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
48
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
49
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
50
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
51
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
52
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
53
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
54
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
55
Proof of Insurance
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
SDTR Consulting, LLC
City of San Luis Obispo
Energov Technical Support Services
RFQ (Request for Qualifications)
56
Statement of Past Contract Disqualifications
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
Notice requesting qualifications (RFQ) for on-call Energov support services.
The City of San Luis Obispo is requesting proposals from qualified vendors to provide Energov support
services. All proposers must register with BidSync at www.BidSyncpush.com, where proposers can obtain
RFQ packages and submit questions.
All firms interested in receiving further correspondence regarding this Request for Qualifications (RFQ)
will be required to complete a free registration using BidSync (https://www.bidsync.com/bidsync-
appweb/vendor/register/Login.xhtml). All proposals must be on BidSync at or before 3:00 PM on
Monday, October 9, 2023 at 5pm. when they will be opened electronically on BidSync.
The preferred method for bid submission is electronic via BidSync. However, if you wish to submit a paper
copy, please submit it in a sealed envelope to the Department of Finance, City of San Luis Obispo, 990
Palm Street, San Luis Obispo, CA, 93401
Specification packages and additional information may be obtained at the City's BidSync website at
www.BidSync.com. Please contact Dan Clancy at dclancy@slocity.org with questions. Questions on the
RFQ should be submitted via BidSync and the City will answer them publicly on BidSync.
For technical help with BidSync please contact BidSync tech support at 800-990-9339.
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Section A
DESCRIPTION OF WORK
The City of San Luis Obispo (“City”) seeks qualifications for Energov technical support services to assist
staff in business process configurations.
I. GENERAL
The City is requesting qualifications from qualified consultants to provide Energov technical support
services. Currently, the city is not adequately staffed to perform all necessary system configurations to
utilize the system software to its fullest extent. The City is interested in generating a list of qualified
consultants specializing in this type of work to draw from as needed. While an exact list of the City’s future
technical support needs is unknown at this time, consultants should expect projects and tasks that will
include configurations for intelligent objects, intelligent queries, general automations, workflow updates,
and GIS settings. Furthermore, the city is looking for a qualified consultant that can act a resource to guide
staff on what is considered a supported system configuration versus an unsupported customization.
II. SCOPE OF WORK
Qualified consultants shall be proficient in and capable of providing the following services:
Client Services Account Management
• Bi-weekly check-ins
• New Release Planning
• Continuous Improvement Planning
• Organization Readiness
• Support Analytics
Investment Assessment/Best Practice Review
• Best Practice/Stability Analysis
• Maturity Model Discussion
• Consumption Gap Discussion
• EnerGov Product Roadmap Discussion
• GIS Settings
Software Configuration Requests
• Unlimited configuration requests
Example of configuration services needed:
• User Setup
• Custom Fields
• Workflows
• Fee Updates
• Districts
• Automations (IOs & IAAs)
• Fee Schedule Updates
• GeoRules
• Code Updates
• Report Modifications
• Demonstration of new functionality
III. SUBMITTAL CONTENT
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1.Letter of Interest (5-page maximum). Please include in the submittal a letter introducing the
Consultant and expressing the Consultant's interest in being considered for on-call consulting services,
clearly identifying the applicable sub-area(s) of interest. The letter of interest should also include all of
the following:
a.Provide the name of the entity, its mailing address, telephone, facsimile number. Please
describe the organization.
b.Indicate that the Consultant has the availability and time to dedicate the personnel and
resources necessary to provide on-call consulting services.
c.Indicate that the Consultant has the minimum qualifications to perform the functions listed
in Section II (scope of work) above.
d.Indicate the intention of the Consultant to adhere to the provisions described in the RFQ.
e.If selected to provide on-call consulting services, the Consultant will be expected to sign a
service provider agreement with the City.
f.Please identify the contact person responsible for the submittal, specifying the name, title,
and contact information.
g.Please note that the person signing the letter of interest must be a legal representative
of the Consultant authorized to bind the Consultant to an agreement in the event of an award.
h.Provide a brochure or list of relevant services that can be provided, including but not limited
to services outlined in Section I and II
2. Relevant Experience of Key Personnel and the Firm (10-page maximum).
a.Key Personnel Experience. The submittal must identify the key personnel that is to be assigned if
awarded a contract, detailing their qualifications, areas of expertise, a summary of their past experience
performing similar services for other jurisdictions, and a resume of each key personnel, including
experience working with City staff, local San Luis Obis po community groups and decision-makers,
and regional partner agencies.
b.Firm Experience. The submittal must describe the Firm's pertinent project experience, including
a list of performed relevant projects, past performance, individual or team accomplishments, and examples
of similar work for San Luis Obispo or neighboring jurisdictions in California, including experience working
with City staff, local San Luis Obispo community groups and decision-makers, and regional partner agencies.
c.General Firm Information. General firm information including the number of employees, location
of firm headquarters, branch offices, and the number of years in business may also be provided. Please
note that general firm information is not a substitute for the specific information requested in Sections
III 2.a and b above.
3.Fee Structure. Please include a clear and comprehensive fee schedule, including a detailed statement
of hourly rates for all positions and classifications of individuals involved and reimbursable expenses.
Please also include the rates for a project-by-project basis, as noted in the sample Scope of Work above.
4.Client References. Consultants must provide a minimum of three (3) client references.
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IV. ADDITIONAL SERVICES
If there are related services not otherwise identified in the City's RFQ, the Proposer may offer those to
the City. Proposals are not required to address any additional services in order to be considered an
acceptable proposal. However, the final selection of the successful Proposer may be based on the
desirability of the additional services offered.
V. SELECTION PROCESS
Submittals received by the deadline will be reviewed by a selection panel comprised of City staff who
have relevant knowledge and experience. The panel will score the proposals based upon the
qualification materials submitted according to the following criteria:
1. Letter of Interest. Availability demonstrated the capacity and qualifications necessary to
provide the consulting services specified in the RFQ. Ability to meet standard City contract and insurance
requirements.
2. Relevant Experience.
a. Demonstrated ability, based on consultant experience and specific experience of key
personnel, to provide technical assistance on the types of tasks listed in the
RFQ. Consultants need not necessarily be experts in every task in a given sub-area in order to achieve a
favorable score.
b. Prior experience, including the ability to work with City staff, local San Luis Obispo
community groups and decision-makers, and regional partner agencies. (30 Points Maximum)
3. Responsiveness to the RFQ. Presentation, completeness, and clarity of information
provided.
4. Fee Structure. The Consultant's cost competitiveness and reasonableness. (20 Points
Maximum)
5. Client References. (Pass/Fail)
The submittals will be scored on a zero to 100-point scale, excluding bonus points. Consultants who qualify
will be placed on the list of qualified on-call consultants for each subarea. Placement on the list of qualified
on-call consultants is not a guarantee of work and does not constitute a commitment by the City to enter
into a contract with the Consultant. As appropriate, the City may conduct an additional competitive
process (e.g., solicit bids or issue Requests for Proposals) prior to awarding contracts. The City anticipates
that all services will be on an as-needed or on-call basis.
IV. ADDITIONAL TERMS AND CONDITIONS
A. Nondiscrimination. The City will not discriminate against any interested consultant on the
grounds of race, religious creed, color, national origin, ancestry, handicap, disability, marital status,
pregnancy, sex, age, or sexual orientation.
B. City's Right to Modify RFQ. The City reserves the right at its sole discretion to modify this RFQ
(including but not limited to the selection criteria) should the City deem that it isin its best interests to
do so. Any changes to the proposal requirements will be made by written addendum. The failure of a
consultant to read the latest addendums shall have no effect on the validity of such modification.
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C. City's Right to Cancel RFQ. The City reserves the right at its sole discretion to cancel this RFQ in
part or in its entirety should the City deem that it is in the City's best interests to do so.
D. City's Right to Reject All Submittals. The City reserves the right, in its sole discretion, to reject all
submittals should the City deem that it is in its best interests to do so.
E. City's Right to Extend RFQ Deadlines. The City reserves the right to extend the deadline for
submittals by written addendum should the City deem that it is in its best interests to do so.
F. City Right to Negotiate With Consultants. The City reserves the right to negotiate with the
consultants on the list of qualified on-call consultants regarding their exceptions to the standard
service provider agreement if any, or regarding other price and terms in their submittals and to
require the selected Consultant to submit such technical, price, or other revisions of their
submittals as may result from negotiations.
G. Standard Form Service Provider Agreement & Insurance. Consultants acknowledge that
placement on the list of qualified on-call consultants does not commit the City to award a
contract. For any project, the City reserves the right to award a contract to consultants
(1) that are on the list of qualified on-call consultants; (2) that have an existing contract with
the City, or (3) that are selected through a separate competitive process.
Consultants on the list of qualified on-call consultants who are awarded a contract will be expected
to sign a service provider agreement with the City. The standard service provider agreement and
associated insurance requirements are attached as Attachment B.
Comments or exceptions, if any, to the standard service provider agreement and/or insurance
requirements must be noted in the Letter of Interest. It is understood that consultants have reviewed the
service provider agreement (Attachment B) and will take exception only to those items identified in their
Letter of Interest.
Neither review of the submittal by the City nor placement on the list of qualified on-call consultants
constitutes an acceptance by the City of the Proposer's recommended changes to the service provider
agreement. If there are any concerns or proposed exceptions requested to the standard service provider
agreement, these issues will be discussed at the time the City awards a contract, if any.
H. Cost of Submittals. All costs incurred during submittal preparation or in anyway
associated with the Consultant's preparations or submission shall be the sole
responsibility of the Consultant.
I. Liability for Submittal Errors. Consultants are liable for all errors and omissions
contained in their submittals.
J. Permits and Licenses. Consultants, at their sole expense, shall obtain and maintain during the term
of any agreement all appropriate permits, certificates, and licenses including, but not limited to, a City
Business License, which will be required in connection with the performance of on-call consulting
services.
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VII. ADDITIONAL CONSIDERATIONS AND ASSUMPTIONS
1. All works submitted to and accepted by the City must be an original piece created by the
Contractor.
2. All works submitted by the Contractor must be in standard U.S. English and adhere to the
Branding and Style Guide.
3. All works must be submitted in Microsoft Word format and include a headline pertaining to the
work in bold. The work should appear in a non-bolded Calibri, 12-point font.
4. The City reserves the right to use all submitted works in current and/or future forms of
current media and/or media to be developed.
GENERAL TERMS AND CONDITIONS
PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal (bidder) shall
meet all the terms, and conditions of the Request for Proposals (RFP) project package. By virtue of its
proposal submittal, the bidder acknowledges agreement with and acceptance of all provisions of the RFP
specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the specifications
and accompanied by any other required submittals or supplemental materials. Proposal documents shall
be submitted electronically via BidSync. However, if you can’t submit electronic please send your bid copy
in a sealed envelope to the Department of Finance, City of San Luis Obispo, 990 Palm Street, San Luis
Obispo, CA, 93401. To guard against premature opening, the proposal should be clearly labeled with the
proposal title, project number, name of bidder, and date and time of proposal opening. No FAX submittals
will be accepted.
3. Insurance Certificate. Each proposal must include a certificate of insurance showing:
a. The insurance carrier and its A.M. Best rating.
b. Scope of coverage and limits.
c. Deductibles and self-insured retention.
The purpose of this submittal is to generally assess the adequacy of the bidder’s insurance coverage during
proposal evaluation; as discussed under paragraph 12 below, endorsements are not required until
contract award. The City’s insurance requirements are detailed in Section E.
4. Proposal Quotes and Unit Price Extension. The extension of unit prices for the quantities indicated
and the lump sum prices quoted by the bidder must be entered in figures in the spaces provided on the
Proposal Submittal Form(s). Any lump sum bid shall be stated in figures. The Proposal Submittal Form(s)
must be totally completed. If the unit price and the total amount stated by any bidder for any item are
not in agreement, the unit price alone will be considered as representing the bidder’s intention and the
proposal total will be corrected to conform to the specified unit price.
5. Proposal Withdrawal and Opening. A bidder may withdraw its proposal, without prejudice prior to
the time specified for the proposal opening, by submitting a written request to the Director of Finance for
its withdrawal, in which event the proposal will be returned to the bidder unopened. No proposal
received after the time specified or at any place other than that stated in the “Notice Inviting
Bids/Requesting Proposals” will be considered. All proposals will be opened and declared publicly.
Bidders or their representatives are invited to be present at the opening of the proposals.
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6. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed to
make or file, or to be interested as the primary submitter in more than one proposal, except an alternative
proposal when specifically requested; however, an individual or business entity that has submitted a sub-
proposal to a bidder submitting a proposal, or who has quoted prices on materials to such bidder, is not
thereby disqualified from submitting a sub-proposal or from quoting prices to other bidders submitting
proposals.
7. Communications. All timely requests for information submitted in writing will receive a written
response from the City. Telephone communications with City staff are not encouraged but will be
permitted. However, any such oral communication shall not be binding on the City.
CONTRACT AWARD AND EXECUTION
8. Proposal Retention and Award. The City reserves the right to retain all proposals for a period of 60
days for examination and comparison. The City also reserves the right to waive non-substantial
irregularities in any proposal, to reject any or all proposals, to reject or delete one part of a proposal and
accept the other, except to the extent that proposals are qualified by specific limitations. See the “special
terms and conditions” in Section C of these specifications for proposal evaluation and contract award
criteria.
9. Competency and Responsibility of Bidder. The City reserves full discretion to determine the
competence and responsibility, professionally and/or financially, of bidders. Bidders will provide, in a
timely manner, all information that the City deems necessary to make such a decision.
10. Contract Requirement. The bidder to whom award is made (Contractor) shall execute a written
contract with the City within ten (10) calendar days after notice of the award. The contract shall be made
in the form adopted by the City and incorporated in these specifications.
CONTRACT PERFORMANCE
11. The City’s contract terms and conditions that [Contractor/Consultant] will be expected to execute and
be bound by are attached hereto as Exhibit A
SPECIAL TERMS AND CONDITIONS
1. Contract Award. Subject to the reservations set forth in Paragraph 9 of Section B (General Terms
and Conditions) of these specifications, the contract will be awarded to the lowest responsible, responsive
proposer.
2. Sales Tax Reimbursement.
For sales occurring within the City of San Luis Obispo, the City receives sales tax revenues. Therefore, for
bids from retail firms located in the City at the time of proposal closing for which sales tax is allocated to
the City, 1% of the taxable amount of the bid will be deducted from the proposal by the City in calculating
and determining the lowest responsible, responsive proposer.
3. Labor Actions.
In the event that the successful proposer is experiencing a labor action at the time of contract award (or if
its suppliers or subcontractors are experiencing such a labor action), the City reserves the right to declare
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said proposer is no longer the lowest responsible, responsive proposer and to accept the next acceptable
low proposal from a proposer that is not experiencing a labor action, and to declare it to be the lowest
responsible, responsive proposer.
4. Failure to Accept Contract.
The following will occur if the proposer to whom the award is made (Contractor) fails to enter into the
contract: the award will be annulled; any bid security will be forfeited in accordance with the special terms
and conditions if a proposer's bond or security is required; and an award may be made to the next lowest
responsible, responsive proposer who shall fulfill every stipulation as if it were the party to whom the first
award was made.
5. Contract Term.
The supplies or services identified in this specification will be used by the City for 5 years. The prices
quoted for these items must be valid for the entire period indicated above unless otherwise conditioned
by the proposer in its proposal.
6. Contract Extension.
The term of the contract may be extended by mutual consent for an additional one-year, and annually
thereafter, for a total of four years.
7. Supplemental Purchases
Supplemental Purchases. Supplemental purchases may be made from the successful proposer
during the contract term in addition to the items listed in the Detail Proposal Submittal Form. For these
supplemental purchases, the proposer shall not offer prices to the City in excess of the amounts offered to
other similar customers for the same item. If the proposer is willing to offer the City a standard discount
on all supplemental purchases from its generally prevailing or published price structure during the
contract term, this offer and the amount of discount on a percentage basis should be provided with the
proposal submittal.
8. Contractor Invoices.
The Contractor may deliver either a monthly invoice to the City with attached copies of detail invoices as
supporting detail, or in one lump-sum upon completion.
9 Non-Exclusive Contract. The City reserves the right to purchase the items listed in the Detail
Proposal Submittal Form, as well as any supplemental items, from other vendors during the contract term.
10. Unrestrictive Brand Names. Any manufacturer's names, trade names, brand names or catalog
numbers used in the specifications are for the purpose of describing and establishing general quality
levels. Such references are not intended to be restrictive. Proposals will be considered for any brand that
meets or exceeds the quality of the specifications given for any item. In the event an alternate brand name
is proposed, supplemental documentation shall be provided demonstrating that the alternate brand name
meets or exceeds the requirements specified herein. The burden of proof as to the suitability of any
proposed alternatives is upon the proposer, and the City shall be the sole judge in making this
determination.
11. Delivery. Prices quoted for all supplies or equipment to be provided under the terms and
conditions of this RFP package shall include delivery charges, to be delivered F.O.B. San Luis Obispo by the
successful proposer and received by the City within 90 days after authorization to proceed by the City.
12. Start and Completion of Work. Work on this project shall begin immediately after contract
execution and shall be completed within 90 calendar days thereafter, unless otherwise negotiated with
City by mutual agreement.
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13. Change in Work. The City reserves the right to change quantities of any item after contract award.
If the total quantity of any changed item varies by 25% or less, there shall be no change in the agreed upon
unit price for that item. Unit pricing for any quantity changes per item in excess of 25% shall be subject to
negotiation with the Contractor.
14. Submittal of References. Each proposer shall submit a statement of qualifications and references
on the form provided in the RFP package.
15. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any
past governmental agency bidding or contract disqualifications on the form provided in the RFP package.
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications
under
the present business name: .
Describe fully three contracts performed by your Firm within the last five years that demonstrate your ability
to provide the services included with the scope of the 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 No. 1
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
Reference No. 2
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
Reference No. 3
Customer Name
Contact Individual
Telephone & FAX number
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
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STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The bidder shall state whether it or any of its officers or employees who have a proprietary interest in
it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
■ Do you have any disqualification as described in the above paragraph to declare?
Yes No
■ If yes, explain the circumstances.
Executed on at under penalty of perjury of the laws of the State of California, that
the foregoing is true and correct.
Signature of Authorized Bidder Representative
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
Information Technology
The Contractor shall procure and maintain insurance for the duration of the contract against claims for
injuries to persons or damages to property which may arise from or in connection with the performance
of the work hereunder by the Contractor, its agents, representatives, employees, or subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1.Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2.Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
3.Cyber Security and Privacy Liability (for vendors providing hardware, pre-packaged software or
portal access technology or IT consultants, systems analysts, website designers, online services and
content providers, cloud-based providers, computer programmers, and software consultants,
system installation or software personnel.)
4.Cyber Technology Errors and Omissions Insurance (for software as a service for vendors or
consultants, including colocation (shared hosting centers), cloud services, managed dedicated
servers, programmers, and other IT professionals.)
Minimum Insurance Requirements. Contractor shall maintain insurance amounts of no less than:
1.General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit ($2,000,000)
2.Employer's Liability: $1,000,000 per accident for bodily injury or disease.
3.Cyber Security and Privacy Liability: Consultant/Contractor shall procure and maintain Cyber
Liability insurance with limits of $1,000,000 per occurrence/loss, $2,000,000 general aggregate,
which shall include the following coverage:
a.Liability arising from the theft, dissemination and/or use of confidential or personally identifiable
information; including but not limited to personally identifiable information (PII), protected health
information (PHI), security codes, access codes, passwords, etc.
b.Network security liability arising from the unauthorized use of, access to, or tampering with
computer systems, including hacker or denial of service attacks.
c.Liability arising from introducing a computer virus into or otherwise causing damage to vendor
(first-party) or customer’s (third party) computer, computer system, network, or similarly related
property and the data, software, and programs.
d.Liability arising from professional misconduct or lack of the requisite skill required for performing
services defined in the contract or agreement.
e.Costs associated with restoring, updating, or replacing data.
f.Costs associated with a privacy breach, including notification costs, customer support, forensics,
crises management, public relations consulting, legal services of a privacy attorney, credit
monitoring, and identity fraud resolution services for affected individuals.
This coverage may be bundled into one policy or purchased as two separate policies. If coverage is
INSURANCE REQUIREMENTS
Exhibit B
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maintained on a claims-made basis, Consultant/Contractor shall maintain such coverage for an additional
period of three (3) years following termination of the contract.
4. Cyber technology errors and omissions insurance (as applicable). Consultant shall procure and
maintain insurance with limits of $1,000,000 per occurrence/loss, $2,000,000 general aggregate,
which shall include the following coverage:
a. Liability arising from the unauthorized release of information for which an entity has the legal
obligation to keep private, such as personally identifiable information (PII) and protected health
information(PHI).
b. Network security liability arising from the unauthorized use of, access to, or tampering with
computer systems, including hacker or denial of service attacks.
c. Liability arising from the failure of technology products (software and hardware) required
under the contract for Consultant to properly perform the intended services.
d. Claims alleging the failure of computer security that result in the transmission of malicious
code, deletion, destruction or alteration of data, or the denial of service.
e. Electronic Media Liability arising from personal injury, plagiarism or misappropriation of ideas,
domain name infringement or improper deep-linking or framing, and infringement or violation of
intellectual property rights.
f. Liability arising from the rendering, or failure to render, professional services.
g. Defense costs in regulatory proceedings (state and federal) involving a violation of privacy laws
or intellectual property rights.
h. Crisis management and other expert services.
If coverage is maintained on a claims-made basis, the Consultant shall maintain such coverage for an
additional three (3) years following termination of the contract.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees, and
volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Contractor; products
and completed operations of the Contractor; premises owned, occupied or used by the
Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage
shall contain no special limitations on the scope of protection afforded to the City, its officers,
official, employees, agents, or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary
insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents, or
volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640
3. The Contractor's insurance shall apply separately to each insured against whom claim is made
or suit is brought, except with respect to the limits of the insurer's liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not
be suspended, voided, canceled by either party, reduced in coverage or in limits except after
thirty
(30) days' prior written notice by certified mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of
no less than A:VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to
be received and approved by the City before work commences.
DocuSign Envelope ID: 7441350C-FD84-4048-AE08-0D8B804B6640