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HomeMy WebLinkAboutComplete RFP Document/ City of Renton, Washington Request for Proposal Citizen Request Management Software www.RentonWA.gov Issue Date: October 3, 2018 Due Date: November 5, 2018 REQUEST FOR PROPOSAL Notice is hereby given that the City of Renton requests proposals for: Citizen Request Management Software Respondents may express interest and request consideration for said project by filing with the City Clerk’s office. You may submit your proposal by either physical copy or email. Physical mail: Renton City Clerk’s Office – 7th Floor 1055 S Grady Way Renton, WA 98057-3232 RE: Citizen Request Management Software RFP Email: CRMRFP@rentonwa.gov Proposals received later than 4:00 PM on November 5, 2018 Pacific Time will not be considered. Please submit any questions regarding this RFP to CRMRFP@rentonwa.gov by October 15, 2018. Responses to questions will be posted on the City of Renton website at http://www.rentonwa.gov/bids by October 23, 2018. It is the responsibility of any proposer to review the City’s website for any RFP revisions or answers to questions prior to submitting a proposal. The City of Renton reserves the right to reject any and all proposals in part or in full for any reason. The City also reserves the right to change, cancel, or re-issue this RFP at any time. This RFP does not obligate the City of Renton to pay any costs incurred by the respondents in the preparation and submission of a proposal, nor does it obligate the City to accept or contract for any expressed or implied services. The successful vendor must comply with local, state, and federal requirements regarding equal opportunity and employment practices and the City of Renton Professional Services Agreement. The City is committed to a program of equal employment opportunity regardless of race, color, creed, sex, age, nationality or disability. Women and minority business enterprises are encouraged to submit proposals. Published: October 3, 2018 Table of Contents Item Page Number 1. INTRODUCTION 1.1. Purpose of this RFP 1.2. About the City of Renton, WA 1.3. Primary use case of CRM software 1.4. Technology environment at the City 2. RFP INFORMATION 2.1. Procurement schedule 2.2. RFP Contact information 2.3. Letter of intent 2.4. Questions regarding this RFP 3. GOALS AND OBJECTIVES 3.1. Goals of this project 3.2. Objectives of this project 3.3. Requirements of the CRM software 4. RFP SUBMISSION 4.1. Proposal identification 4.2. Proposal document format 4.3. Proposal submission 4.4. Proposer responsibility 4.5. Proposal completeness 4.6. Public record 4.7. Proposal validity duration 5. RFP EVALUATION, SELECTION, AWARD PROCESS 5.1. Proposal evaluation 6. CONTRACT AWARD AND EXECUTION 6.1. Selected proposals 6.2. Awarding proposal 6.3. Conditions 6.4. Contract 6.5. No cost before receipt 7. RFP RESPONSES (REQUIREMENTS TO SUBMIT YOUR PROPOSAL) 7.1. Proposal content 7.2. Description of forms used to submit your proposal 7.3. Response forms Form 1: Company Contact Information and Response Outline Form 2: Cover Letter Form 3: Table of Contents Form 4: Executive Summary Form 5: Vendor Contact Information Requirements Form 6: Qualifications and Experience Form 7: Client References Form 8: Approach/Methodology Form 9: Project Management/Schedule Form 10: Implementation Plan & Training Form 11: Technical and Functional Requirements Form 12: Cost 8. EXHIBITS 8.1. EXHIBIT A – Sample Contract 1. INTRODUCTION 1.1. Purpose of this RFP 1.2. About the City of Renton, WA 1.3. Primary use case of CRM software 1.4. Technology environment at the City 2. RFP INFORMATION 2.1. Procurement schedule 2.2. RFP Contact information 2.3. Letter of intent 2.4. Questions regarding this RFP 3. GOALS AND OBJECTIVES 3.1. Goals of this project 3.2. Objectives of this project 3.3. Requirements of the CRM software 4. RFP SUBMISSION 4.1. Proposal identification 4.2. Proposal document format 4.3. Proposal submission 4.4. Proposer responsibility 4.5. Proposal completeness 4.6. Public record 4.7. Proposal validity duration 5. RFP EVALUATION, SELECTION, AWARD PROCESS 5.1. Proposal evaluation 6. CONTRACT AWARD AND EXECUTION 6.1. Selected proposals 6.2. Awarding proposal 6.3. Conditions 6.4. Contract 6.5. No cost before receipt 7. RFP RESPONSES (REQUIREMENTS TO SUBMIT YOUR PROPOSAL) 7.1. Proposal content 7.2. Description of forms used to submit your proposal 7.3. Response forms Form 1: Company Contact Information and Response Outline Form 2: Cover Letter Form 3: Table of Contents Form 4: Executive Summary Form 5: Vendor Contact Information Requirements Form 6: Qualifications and Experience Form 7: Client References Form 8: Approach/Methodology Form 9: Project Management/Schedule Form 10: Implementation Plan & Training Form 11: Technical and Functional Requirements Form 12: Cost 8. EXHIBITS 8.1. EXHIBIT A – Sample Contract 1. INTRODUCTION Purpose of this RFP The City of Renton, WA (the “City”) seeks to procure Citizen Request Management (CRM) software that will empower citizens with an easy, consolidated way to engage with their local government from any device to report issues and request services. The CRM software will also enable City departments to respond more efficiently to citizen requests. About the City of Renton, WA The City of Renton serves about 104,100 residents in the Puget Sound region and ranks as the eighth largest city in Washington State. The City’s mission is to provide quality, timely and responsive services to its residents in the most cost-effective manner. The vision of the City of Renton is to be the center of opportunity in the Puget Sound Region where families and businesses thrive. The supporting mission in partnership and communication with residents, businesses, and schools, is dedicated to: Providing a safe, healthy, welcoming atmosphere where people choose to live Promoting economic vitality and strategically positioning Renton for the future Supporting planned growth and influencing decisions that impact the city Building an inclusive informed city with opportunities for all Meeting service demands through high quality customer service, innovation, a positive work environment, and a commitment to excellence The City operates under the laws of the State of Washington as an “optional municipal code city”. Renton is governed with a mayor-council form of government with eight (8) elected officials. Day to day operation of the City is carried out by more than 700 employees at the direction of the Mayor. The City provides a host of services to residents and local businesses: Police, Utilities (water, wastewater, and storm water), Transportation (Street construction and maintenance), Parks and Recreation, Planning and Zoning, Municipal Courts, and General Government services (Animal control, jail services, and museum system). Information Technology also contracts services to the Renton Regional Fire Authority (RRFA) for all of their technology needs. Primary use case of CRM software The City will use the CRM software primarily to enable citizens to engage with their City to request services and report issues. Technology environment at the City Devices - The computing environment at City includes approximately 700 workstations in approximately 43 municipal locations throughout the city. Desktop and laptop computers are configured with Microsoft Windows 7 or Microsoft Windows 10 64-bit operating system. All hardware is less than 5 years old, and includes a minimum of an Intel i5 2.9 GHz processor and at least 4 GB of RAM. Each computer is managed by a domain policy using Microsoft Active Directory. Each computer uses the City’s trusted TCP/IP network for service delivery. The standard desktop software suites in most of the City are Microsoft Office 2013 and 2016. In addition to desktops and laptops, some staff also use city issued mobile devices such as phones and tablets. Servers - The City’s network contains approximately 80 servers, both physical and virtual. The City’s preferred server operating system is Microsoft Server 2012 R2 or newer. City networks operate at 10 GB, internally. Database Management System (DBMS) - The City utilizes and supports Microsoft SQL 2014 or newer databases. Electronic Message System - The City’s standard email platform is currently Microsoft Exchange Server 2010. Internet Connectivity and Use - If a system provides the capability of software updates through the Internet, it is the expectation that the City’s IT Division will download and coordinate the installation of updates. The City currently supports Microsoft Internet Explorer, Google Chrome, and Mozilla Firefox web browsers. Backup and Disaster Recovery – The City currently has an enterprise backup system to backup all systems, applications, and user data. Backups are retained based on retention schedule. Work Order Management – The Public Works and Parks departments use Cityworks (Azteca Systems, LLC) for asset and maintenance management. Permit and Code Compliance Management – Community and Economic Development currently uses EnerGov (Tyler Technologies) for management of inspections, permitting, code enforcement, etc. 2. RFP INFORMATION Procurement schedule Milestone Date  RFP Published October 3, 2018  Questions due via email October 15, 2018 @4:00 PM  Responses to questions posted by October 23, 2018 @4:00 PM  Proposals due no later than November 5, 2018 @4:00 PM  Conduct Vendor Interviews/Site visits November 2018 *  Select Vendor December 2018 *  Contract Finalization January 2019 *  Kick Off Project January 2019 *   * Estimated dates Table 1 – Procurement Schedule All times and dates given are Pacific Time. The City reserves the right to modify the procurement schedule at the City’s discretion. RFP Contact information The following RFP Coordinator is the City’s only official point of contact for this RFP: Renton City Clerk’s Office – 7th Floor 1055 South Grady Way Renton, WA 98057 CRMRFP@rentonwa.gov Letter of intent Vendors who wish to submit proposals are encouraged to inform the City of their intent to submit a proposal by emailing intent to CRMRFP@rentonwa.gov Questions regarding this RFP Interested parties must direct all questions regarding this RFP to: CRMRFP@rentonwa.gov Questions must be submitted by October 15, 2018 4:00 PM PST. Responses to questions will be posted on City’s website at: http://rentonwa.gov/bids by October 23, 2018 4:00 PM PST. Please note: It is the responsibility of the proposer to review the City’s website for any RFP revisions or answers to questions prior to submitting a proposal. 3. GOALS AND OBJECTIVES Goals of this project Implement a solution that empowers citizens to easily engage with the City to report issues, request services, and provide feedback via a unified experience using either a dynamic web form or mobile app. Enable departmental staff throughout City government to efficiently manage and respond to citizen requests while providing a high level of transparency. Staff shall have the ability to solely work within their existing work order platform where integrated with this system. Objectives of this project Using a City of Renton branded single web portal or a single mobile app, citizens can easily report issues and requests services that span multiple departments When using a mobile app to report issues, the app can automatically determine the location of the report and include the location information in the request Citizens can easily add a photo to their request to better articulate the issue City employees can work on citizen requests within their native work order management platform (e.g. Cityworks or EnerGov) Citizens can automatically receive updates on their requests as work is being performed by City staff Requirements of the CRM software The technical and functional requirements of the CRM software are broken out into two categories: capabilities the system must have (Required), and capabilities the system should have (ideal, but optional). Requirements are listed in Section 7.3, Form 11 of this document. You must clearly show that your product or service meets the mandatory requirements, or your proposal may be rejected as non-responsive. 4. RFP SUBMISSION Proposal identification Proposals must be made in the official name of the firm or individual under which business is conducted (showing official business address) and must be signed by a person duly authorized to legally bind the person, partnership, company, or corporation submitting the proposal. A corporation must indicate place and date of incorporation. Proposal document format The City requires either a printed response, unbound (double sided) OR one digital copy in PDF or DOCX format. Company sales literature and project staff resumes may be attached. Proposal submission Your proposal must be submitted on or before 4:00 P.M. Pacific Time on November 5, 2018 by either physical copy or email. Physical address: Renton City Clerk’s Office – 7th Floor 1055 S Grady Way Renton, WA 98057-3232 RE: CRM RFP Email address: CRMRFP@rentonwa.gov Proposer responsibility Proposers solely are responsible for the timeliness of their submittals. As such, proposers are cautioned to budget adequate time to ensure that their proposals are delivered to the location designated at or before the deadline set forth above. Proposers are cautioned that matters including, but not limited to, traffic congestion, security measures and/or events in or around the City, may lengthen the amount of time necessary to deliver the proposal, whether the proposal is submitted in person, by mail, or by email. Proposal completeness By submitting a proposal, proposers certify that such proposal constitutes their full and complete written response to the RFP and evidences their acknowledgement that additional written material outside of such proposal shall not be considered by the City in connection with this RFP, unless the City provides a written request that they submit additional written materials. Absent such written request, proposers are instructed not to submit to the City written or other materials outside of the proposal, either in a subsequent interview or otherwise. Public record Proposals may be released in total as public information in accordance with the requirements of the laws covering same. Any proprietary information must be clearly marked. Proposal validity duration Proposal and cost schedule shall be valid and binding for at least 90 days following proposal due date and will become part of the contract that is negotiated with the City. 5. RFP EVALUATION, SELECTION, AWARD PROCESS Proposal evaluation All proposals meeting the requirements of this RFP shall be reviewed and rated by an evaluation committee according to the following criteria: Ability of the product to perform the technical and functional requirements as described in Form 11 Project management and implementation plan Cost, rates, and fees Proposal responsiveness Firm/Consultant qualifications, experiences, references 6. CONTRACT AWARD AND EXECUTION Selected proposals Selected proposers may be contacted to arrange in-person interviews with the evaluation committee. The evaluation committee will make the final recommendation for selecting the vendor. Awarding proposal The City reserves the right to make an award without further discussion of the proposal submitted. Therefore, the proposal should be initially submitted on the most favorable terms the vendors can offer. It is understood that the proposal will become a part of the official file on this matter without obligation to the City. Conditions The general conditions and specifications of the RFP as proposed by the City and the successful vendor's response, and amended by agreements between the City and the vendor, will become part of the contract documents. Additionally, the City will verify vendor representations that appear in the proposal. Failure of the vendor's products to meet the mandatory specifications may result in elimination of the vendor from competition or in contract cancellation or termination. Contract The vendor selected as the apparently successful vendor is expected to enter into a contract with the City as described in the sample provided in Exhibit A. No cost before receipt No cost chargeable to the proposed contract may be incurred before receipt of a fully executed contract. 7. RFP RESPONSES (REQUIREMENTS TO SUBMIT YOUR PROPOSAL) Proposal content Proposals should be prepared simply, providing a straightforward, concise delineation of the approach and capabilities necessary to satisfy the requirements of the RFP. Technical literature and elaborate promotional materials, if any, must be submitted separately. Emphasis in the proposals should be on completeness, clarity of content, and adherence to the response format required by this RFP. Description of forms used to submit your proposal Form 1: Company Contact Information and Response Outline Form 1 is where you provide your company name and contact information. Please note that the contact provided must be authorized to bind your company into contractual agreements, and this is the contact the City will use for all correspondence related to this RFP. Form 1 also outlines all of the items expected in your response, and in which of the forms the items are expected. Form 2: Cover Letter Signed by vendor representative authorized to bind the proposing firm contractually. Form 3: Table of Contents Please provide a table of contents for your proposal. Form 4: Executive Summary Provide a one-page, high-level overview of your proposed solution. Form 5: Vendor Contact Information Requirements Form 5 is where you provide more detailed information about your company, including the number of years in business, your company size, and how many customers are using your product. Form 6: Qualification and Experience Use Form 6 to describe your experience implementing your software in a local government setting. Form 7: Client references Form 7 is where you provide a list of references of at least three (3) completed or current projects of this size and nature within the last three years. Municipal references are preferred. Qualifications and experience for proposed sub-consultants should also be included. The City reserves the right to contact references without prior notification. Form 8: Approach/Methodology Use Form 8 to provide a narrative which shows your firm’s understanding of the project’s requirements and documents a logical approach to the project scope of work. Include a general work plan, as well as the proposed approach to undertaking the scope of work. Form 9: Project Management/Schedule Use Form 9 to describe how your firm intends to manage all aspects of the work to be performed, including schedules for completion of tasks/subtasks, procedures for scheduling, and cost control. The Project management proposal must include: Project kick off meeting Regularly scheduled project team meetings Written progress reports Issue/risk management techniques Form 10: Implementation Plan & Training The responder will develop a detailed implementation plan included in their response to this proposal. The implementation plan must at a minimum include: Software installation Software configuration Software integration with existing work order management environment Testing Validation User training Deployment The responder must list training options, time requirements, and "Best Practice" recommendations in the proposal. Training options should include: End User System Administration Responder must list in the proposal whether the training is provided offsite or onsite, training duration, and the training level. The responder will work with City project staff to determine exact training requirements prior to application installation. Form 11: Technical and Functional Requirements The matrices on Form 11 identify the technical and functional needs that the proposed system should meet. The “Requirement Type” column denotes whether the given requirement is a “Required” (must have) or “Optional” (should have/nice to have) requirement. Vendors must provide an answer for every requirement. If the requirement does not pertain to the proposal being submitted, “N/A” must be placed in the requirement. Use the key provided in Table 2 below to determine which code to place in each of the requirement matrices of Form 11. Table 2 – Key for filling out Form 11 Matrix Column Description  Code 3 - System can completely meet this requirement with no custom code and no additional expense. For example, this code should be used when the requirement can be met by populating a table or modifying a screen so long as these tables or screen changes would not affect system update.   2 - System can meet requirement with minor code modifications with no impact on future releases. Modifications are placed in production by the implementation date with no additional cost for modification; the modification becomes part of the next system release.   1 - System will not meet requirement and will require modification(s). Testing and production of modifications will be in place prior to implementation date; however, the customer will assume a cost above the basic system cost for future updates.   0 - System will not meet requirement, and modification in time for implementation is not possible.   N/A – The requirement does not apply to the proposal  Comments In this column, please provide additional information about your responses. In particular, we want to know: If your description includes any features that are not part of the base system package. If your response includes uses of third party software, ad-hoc query tools, “creative” use of existing features, or custom modifications. Although costs are requested in a separate section, please provide a realistic dollar estimate if there is additional cost associated with your solution, and whether that cost is due to additional software purchase or modification work   Table 2 –Key for filling out Technical and Functional Requirements in Form 11 Form 12: Cost Since the City expects to complete a “not to exceed/fixed price” contract, the budget for the proposal must not exceed the specified amount, and must be broken down as to hours, hourly rates and expenses for each task and subtask. Please see the Cost Table in Form 12 for pricing itemization. All prices are to be in U.S. dollars. All applicable taxes to be paid by the City must be separately shown. The vendor awarded the Contract will be subject to City of Renton business registration and business taxation. Vendors must itemize the unit and extended price for each product and service proposed as part of the proposed solution. Cost information must include all expected implementation and operating costs, both one-time and ongoing. Specific model numbers and capacities should be included. Information about licensing must be provided. Vendors should describe and quote optional components (including query tools, report writers, etc.) as individual and separate items. Any upgrade to the base system needed for optional components must be included in the cost of those components (defined in the Cost Table in Form 12). In addition to the breakdown of costs described above, the City of Renton would like to have a quoted hourly rate for professional services that may be required to complete our project, but were not anticipated and included in this RFP. The quoted rate(s) is expected to be applied for the duration of the project (as described herein). They should include, but are not limited to: training, project management, programmer/analyst, and technical support analyst. Included within your cost proposal, please attach a proposed payment schedule. With each date and amount, explain why those particulars were chosen. Indicate all costs associated with each product and/or service included in the proposal. Also include aggregate pricing if price advantages are available. Response forms The following section includes all forms required to submit your proposal. Form 1: Company Contact Information and Response Outline Company Name: _____________________________________ Company Address: _____________________________________ City, State, Zip: _____________________________________ Phone #: _____________________________________ Email address: _____________________________________ Outline of items to include in RFP response: In response to the City’s Request for Proposal, the following is included: Form 1: Company Contact Information (this page) Form 2: Cover Letter Form 3: Table of Contents Form 4: Executive Summary Form 5: Vendor Contact Information Requirements Form 6: Qualification and Experience Form 7: Client References Form 8: Approach/Methodology Form 9: Project Management/Schedule Form 10: Implementation Plan & Training Form 11: Technical and Functional Requirements Form 12: Cost Exceptions: Except as noted below, the undersigned hereby agrees to comply with all the terms and conditions put forth in the City’s Request for Proposal. Name: ______________________________ Title: _______________________ Signed: ______________________________ Dated: _____________________ Form 2: Cover Letter <Insert your cover letter here> Form 3: Table of Contents <Insert your table of contents here> Form 4: Executive Summary <Insert your executive summary here> Form 5: Vendor Contact Information Requirements RFP vendor contact: Name: _______________________________ Title: _______________________________ Phone: _______________________________ Email: _______________________________ Company name: _______________________________ Address: _______________________________ Phone: __________________________________ Website address: __________________________________ Year founded: __________________________________ Number of full-time personnel: Total company _______________________________ Management _______________________________ Support _______________________________ Research and Development __________________________________ Number of city/municipality customers in Washington state: __________________________________ Number of customers utilizing your product in a production environment: __________________________________ Form 6: Qualifications and Experience Provide information about your company’s qualification and experience implementing your software\solution in a government setting. Experience should demonstrate successful implementation, configuration, and training: Form 7: Client References Please duplicate form as needed and provide minimum of three recent client references. Client Name: ________________________________ Contact Name: ________________________________ Title: ________________________________ Phone #: ________________________________ Email address: ________________________________ Website: ________________________________ Type of service provided: ________________________________ Client Name: ________________________________ Contact Name: ________________________________ Title: ________________________________ Phone #: ________________________________ Email address: ________________________________ Website: ________________________________ Type of service provided: ________________________________ Client Name: ________________________________ Contact Name: ________________________________ Title: ________________________________ Phone #: ________________________________ Email address: ________________________________ Website: ________________________________ Type of service provided: ________________________________ Form 8: Approach/Methodology Provide a narrative which shows your firm’s understanding of the project’s requirements and documents a logical approach to the project scope of work: Form 9: Project Management/Schedule Describe how your firm intends to manage all aspects of the work to be performed, including schedules for completion of tasks/subtasks, procedures for scheduling and cost control: Form 10: Implementation Plan & Training Please describe your plan for implementation and training: Form 11: Technical and Functional Requirements Please reference Table 2 in section 7.2 for guidance on filling in Code and Comments Operating and Workflow Functionality Requirement Type Code Comments  1. Citizens can create requests via a web app on City web site, or a mobile app Required    2. Web app is browser and platform agnostic Required    3. Mobile app supported on Android and iOS Required    4. Web app and mobile app can be branded for the City of Renton Required    5. Bi-directional integration with Cityworks (Azteca) and EnerGov (Tyler Technologies) Requests automatically generate a corresponding record in the appropriate platform, e.g. Cityworks Automatically assigned to the City staff responsible for working on the request Ability to reflect the status of the request from platform back to citizen in CRM Ability for City staff use their native platform (e.g. Cityworks) to communicate with the citizen when working on the request Required    6. Product is compliant with Web Content Accessibility Guidelines (WCAG) 2.0, or compliance is on the product roadmap Required    7. Capability to determine if the location of a given request falls within the service area of the given request type, and when a request falls outside the service area either: a) provide the citizen with outside agency contact information, or b) automatically flag the request as being for an outside agency. Required    8. Capability to automatically escalate requests based on criteria (e.g. age of request, days since last updated, etc.) based on a configurable workflow Required    Citizen Request UI and Functionality     9. Requests via web and mobile app must have ability to contain geolocation if the customer’s reporting device allows, either: a. Automatically via location services on their device b. By manipulating the location on a map c. ability to extract geolocation data from photo metadata if present Required     9. Requests via web and mobile app must have ability to contain geolocation if the customer’s reporting device allows, either: a. Automatically via location services on their device b. By manipulating the location on a map c. ability to extract geolocation data from photo metadata if present Required    10. Citizen can attach a photo to their request Required    11. Citizen can choose whether or not they want status updates on their requests Required    12. System can send automatic updates to the citizen via email and push notifications Required    13. Citizens can view and update their own requests Required    14. Citizen UI can display a map view of reported requests Required    15. Citizens can view requests made by other citizens without compromising the identity of the citizens that made the requests Required    16. Citizens can “follow” requests made by others (can add themselves to receive notifications on any request viewable in the system) Required    17. Requests support both anonymous and authenticated (name) reporting Optional    18. System allows City to configure which types of closed citizen requests citizens can re-open Optional    19. Capability to provide the citizen a view of the most requested services/issues (trending, hot topics) Optional    20. UI can display a map that automatically centers on the citizen’s location Optional    City Staff UI and Functionality     21. Active Directory / LDAP integration (City staff can use their Renton domain credentials to logon to the CRM software) Required    22. City staff can enter requests on behalf of citizens Required    23. City staff can assign requests to other City staff and/or change request type as seen fit Required    24. if provided by the citizen, the citizen contact information is automatically included in the request in both the CRM and the work orders generated via integrations Required    25. Requests can be viewed by City staff in the CRM software Can sort reports by number, status, opened date, department, request type, assigned staff Can search customer requests (by keyword, name of requestor, location, etc.) Can filter reports by opened date, department, status, request type, assigned staff Required    26. Comprehensive help documentation for staff Required     27. City staff have a simple dashboard for viewing CRM data Required    28. When a request generates a work order in the platform (e.g. Cityworks), comments made by internal staff in the work order are NOT reflected to the citizen by default. Required    29 CRM requests can be created by internal (City staff) employees in a way that is only viewable to internal City staff Optional    30. Request searches by City staff can be saved with refresh capability Optional    Administrative Functions     31. CRM management - capability to: Define Departments Define request (issue) types Define request subtypes and associate with request types Define City staff users and associate them with Departments and request types Define follow-up questions for a request area (to help clarify the request/issue) Required    32. Administrators can create and maintain user accounts Required    33. Capability to create and maintain workflows to route requests Required    34. Duplicate reports can be grouped together (automatically and manually as seen fit) Required    35. Auditing capabilities that include information on user, date, and time stamp Required    36. Capability to establish response times for citizen requests Required    37. Capability to configure email alerts/notifications to city staff that can be based activity or date (e.g. time to respond) on citizen requests Required    38. Capability to host web content within the mobile app (Android and iOS) Required    39. Support for making changes (e.g. request types) in a pre-production environment until ready to push to the live/production environment Optional    Reporting Capabilities     40. Reporting: City staff can easily view metrics and generate reports on citizen requests in the CRM software Number of requests submitted and via what method (web, mobile app), submit date, etc. Current status of all requests Stats on request resolutions (e.g. fixed versus not fixed) Time to respond Time to complete/resolve View map of where requests (issues) were reported Required     40. Reporting: City staff can easily view metrics and generate reports on citizen requests in the CRM software Number of requests submitted and via what method (web, mobile app), submit date, etc. Current status of all requests Stats on request resolutions (e.g. fixed versus not fixed) Time to respond Time to complete/resolve View map of where requests (issues) were reported Required    41. Reporting supports filterable date range Required    42. Reporting tools can generate reports in multiple formats (e.g. Microsoft Office 2016 products, PDF, HTML, etc. – vendor to state which are supported) Required    43. Capability to export data from CRM to our GIS platform Required    44. System supports customizable reporting Required    45. Reports in the CRM (e.g. total number of requests, active requests, requests by Department, etc.) can be configured to be available natively or automatically sent to City staff (individuals or groups) Optional    46. Capability to schedule report generation and distribution Optional     Form 12: Cost Please include your itemized cost proposal using the Cost Table provided. Cost Table Cost  Software Please attach an itemized list of costs for the software product. Please include pricing model (e.g. per user/seat, storage based pricing, subscription, etc.), and any licensing information.   System installation and setup   Configuration   Project management services   Implementation planning & assistance   Training   Service layer/interoperability layer development   Annual maintenance and support. Please attach information regarding support, including support methods (phone, email, and website), support hours, and response times.    Maintenance and support - Year 1    Maintenance and support - Year 2    Maintenance and support - Year 3    Maintenance and support - Year 4    Maintenance and support - Year 5   Travel and expenses   Any custom work needed to meet requirements (please itemize)   Other (please itemize)   Proposal Total    Hourly rate for additional professional services    8. EXHIBITS EXHIBIT A – Sample Contract / AGREEMENT FOR CLICK HERE TO ENTER TEXT. THIS AGREEMENT, dated Click here to enter text., is by and between the City of Renton (the “City”), a Washington municipal corporation, and Click here to enter text. (“Consultant”), Click here to enter text.. The City and the Consultant are referred to collectively in this Agreement as the “Parties.” Once fully executed by the Parties, this Agreement is effective as of the last date signed by both parties. Scope of Work: Consultant agrees to provide Click here to enter text. as specified in Exhibit Click here to enter text., which is attached and incorporated herein and may hereinafter be referred to as the “Work.” [NOTE: the Scope of work should fully describe the services in sufficient detail to bind the consultant in the event of a dispute. If design or other applicable standards apply to the work (e.g. City adopted street standards, 2016 WSDOT Standard Specifications, or applicable professional standards) identify those standards here or in the Scope of Work exhibit so that the Consultant will be bound to the desired standards. DELETE THIS NOTE]. Changes in Scope of Work: The City, without invalidating this Agreement, may order changes to the Work consisting of additions, deletions or modifications. Any such changes to the Work shall be ordered by the City in writing and the Compensation shall be equitably adjusted consistent with the rates set forth in Exhibit Click here to enter text. or as otherwise mutually agreed by the Parties. Time of Performance: Consultant shall commence performance of the Agreement pursuant to the schedule(s) set forth in Exhibit Click here to enter text.. All Work shall be performed by no later than Click here to enter text.. [NOTE: insert latest date by which you expect the services to take to perform without a contract amendment- note that more specific deadlines should be included in the referenced exhibit, DELETE THIS NOTE.] Compensation: A. Amount. Total compensation to Consultant for Work provided pursuant to this Agreement shall not exceed $Click here to enter text., plus any applicable state and local sales taxes. Compensation shall be paid [NOTE: ADD THIS ADDITIONAL LANGUAGE FOR FIXED SUM CONTRACTS AND DELETE THIS NOTE] as a flat rate fixed sum based upon Work actually performed according to the rate(s) or amounts specified in Exhibit Click here to enter text.. The Consultant agrees that any hourly or flat rate charged by it for its Work shall remain locked at the negotiated rate(s) unless otherwise agreed to in writing or provided in Exhibit Click here to enter text.. Except as specifically provided herein, the Consultant shall be solely responsible for payment of any taxes imposed as a result of the performance and payment of this Agreement. B. Method of Payment. On a monthly or no less than quarterly basis during any quarter in which Work is performed, the Consultant shall submit a voucher or invoice in a form specified by the City, including a description of what Work has been performed, the name of the personnel performing such Work, and any hourly labor charge rate for such personnel. The Consultant shall also submit a final bill upon completion of all Work. Payment shall be made by the City for Work performed within thirty (30) calendar days after receipt and approval by the appropriate City representative of the voucher or invoice. If the Consultant’s performance does not meet the requirements of this Agreement, the Consultant will correct or modify its performance to comply with the Agreement. The City may withhold payment for work that does not meet the requirements of this Agreement. C. Effect of Payment. Payment for any part of the Work shall not constitute a waiver by the City of any remedies it may have against the Consultant for failure of the Consultant to perform the Work or for any breach of this Agreement by the Consultant. D. Non-Appropriation of Funds. If sufficient funds are not appropriated or allocated for payment under this Agreement for any future fiscal period, the City shall not be obligated to make payments for Work or amounts incurred after the end of the current fiscal period, and this Agreement will terminate upon the completion of all remaining Work for which funds are allocated. No penalty or expense shall accrue to the City in the event this provision applies. Termination: The City reserves the right to terminate this Agreement at any time, with or without cause by giving ten (10) calendar days’ notice to the Consultant in writing. In the event of such termination or suspension, all finished or unfinished documents, data, studies, worksheets, models and reports, or other material prepared by the Consultant pursuant to this Agreement shall be submitted to the City, if any are required as part of the Work. In the event this Agreement is terminated by the City, the Consultant shall be entitled to payment for all hours worked to the effective date of termination, less all payments previously made. If the Agreement is terminated by the City after partial performance of Work for which the agreed compensation is a fixed fee, the City shall pay the Consultant an equitable share of the fixed fee. This provision shall not prevent the City from seeking any legal remedies it may have for the violation or nonperformance of any of the provisions of this Agreement and such charges due to the City shall be deducted from the final payment due the Consultant. No payment shall be made by the City for any expenses incurred or work done following the effective date of termination unless authorized in advance in writing by the City. Warranties And Right To Use Work Product: Consultant represents and warrants that Consultant will perform all Work identified in this Agreement in a professional and workmanlike manner and in accordance with all reasonable and professional standards and laws. Compliance with professional standards includes, as applicable, performing the Work in compliance with applicable City standards or guidelines (e.g. design criteria and Standard Plans for Road, Bridge and Municipal Construction). Professional engineers shall certify engineering plans, specifications, plats, and reports, as applicable, pursuant to RCW 18.43.070. Consultant further represents and warrants that all final work product created for and delivered to the City pursuant to this Agreement shall be the original work of the Consultant and free from any intellectual property encumbrance which would restrict the City from using the work product. Consultant grants to the City a non-exclusive, perpetual right and license to use, reproduce, distribute, adapt, modify, and display all final work product produced pursuant to this Agreement. The City’s or other’s adaptation, modification or use of the final work products other than for the purposes of this Agreement shall be without liability to the Consultant. The provisions of this section shall survive the expiration or termination of this Agreement. Record Maintenance: The Consultant shall maintain accounts and records, which properly reflect all direct and indirect costs expended and Work provided in the performance of this Agreement and retain such records for as long as may be required by applicable Washington State records retention laws, but in any event no less than six years after the termination of this Agreement. The Consultant agrees to provide access to and copies of any records related to this Agreement as required by the City to audit expenditures and charges and/or to comply with the Washington State Public Records Act (Chapter 42.56 RCW). The provisions of this section shall survive the expiration or termination of this Agreement. Public Records Compliance: To the full extent the City determines necessary to comply with the Washington State Public Records Act, Consultant shall make a due diligent search of all records in its possession or control relating to this Agreement and the Work, including, but not limited to, e-mail, correspondence, notes, saved telephone messages, recordings, photos, or drawings and provide them to the City for production. In the event Consultant believes said records need to be protected from disclosure, it may, at Consultant’s own expense, seek judicial protection. Consultant shall indemnify, defend, and hold harmless the City for all costs, including attorneys’ fees, attendant to any claim or litigation related to a Public Records Act request for which Consultant has responsive records and for which Consultant has withheld records or information contained therein, or not provided them to the City in a timely manner. Consultant shall produce for distribution any and all records responsive to the Public Records Act request in a timely manner, unless those records are protected by court order. The provisions of this section shall survive the expiration or termination of this Agreement. Independent Contractor Relationship: The Consultant is retained by the City only for the purposes and to the extent set forth in this Agreement. The nature of the relationship between the Consultant and the City during the period of the Work shall be that of an independent contractor, not employee. The Consultant, not the City, shall have the power to control and direct the details, manner or means of Work. Specifically, but not by means of limitation, the Consultant shall have no obligation to work any particular hours or particular schedule, unless otherwise indicated in the Scope of Work or where scheduling of attendance or performance is mutually arranged due to the nature of the Work. Consultant shall retain the right to designate the means of performing the Work covered by this agreement, and the Consultant shall be entitled to employ other workers at such compensation and such other conditions as it may deem proper, provided, however, that any contract so made by the Consultant is to be paid by it alone, and that employing such workers, it is acting individually and not as an agent for the City. The City shall not be responsible for withholding or otherwise deducting federal income tax or Social Security or contributing to the State Industrial Insurance Program, or otherwise assuming the duties of an employer with respect to Consultant or any employee of the Consultant. If the Consultant is a sole proprietorship or if this Agreement is with an individual, the Consultant agrees to notify the City and complete any required form if the Consultant retired under a State of Washington retirement system and agrees to indemnify any losses the City may sustain through the Consultant’s failure to do so. Hold Harmless: The Consultant agrees to release, indemnify, defend, and hold harmless the City, elected officials, employees, officers, representatives, and volunteers from any and all claims, demands, actions, suits, causes of action, arbitrations, mediations, proceedings, judgments, awards, injuries, damages, liabilities, taxes, losses, fines, fees, penalties, expenses, attorney’s or attorneys’ fees, costs, and/or litigation expenses to or by any and all persons or entities, arising from, resulting from, or related to the negligent acts, errors or omissions of the Consultant in its performance of this Agreement or a breach of this Agreement by Consultant, except for that portion of the claims caused by the City’s sole negligence. Should a court of competent jurisdiction determine that this agreement is subject to RCW 4.24.115, (Validity of agreement to indemnify against liability for negligence relative to construction, alteration, improvement, etc., of structure or improvement attached to real estate…) then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees and volunteers, Consultant’s liability shall be only to the extent of Consultant’s negligence. It is further specifically and expressly understood that the indemnification provided in this Agreement constitute Consultant’s waiver of immunity under the Industrial Insurance Act, RCW Title 51, solely for the purposes of this indemnification. The Parties have mutually negotiated and agreed to this waiver. The provisions of this section shall survive the expiration or termination of this Agreement. Gifts and Conflicts: The City’s Code of Ethics and Washington State law prohibit City employees from soliciting, accepting, or receiving any gift, gratuity or favor from any person, firm or corporation involved in a contract or transaction. To ensure compliance with the City’s Code of Ethics and state law, the Consultant shall not give a gift of any kind to City employees or officials. Consultant also confirms that Consultant does not have a business interest or a close family relationship with any City officer or employee who was, is, or will be involved in selecting the Consultant, negotiating or administering this Agreement, or evaluating the Consultant’s performance of the Work. City of Renton Business License: The Consultant shall obtain a City of Renton Business License prior to performing any Work and maintain the business license in good standing throughout the term of this agreement with the City. Information regarding acquiring a city business license can be found at: http://www.rentonwa.gov/cms/One.aspx?portalId=7922741&pageId=9824882 Information regarding State business licensing requirements can be found at: http://dor.wa.gov/doing-business/register-my-business Insurance: Consultant shall secure and maintain: Commercial general liability insurance in the minimum amounts of $1,000,000 for each occurrence/$2,000,000 aggregate for the Term of this Agreement. In the event that Work delivered pursuant to this Agreement either directly or indirectly involve or require Professional Services, Professional Liability, Errors and Omissions coverage shall be provided with minimum limits of $1,000,000 per occurrence. "Professional Services", for the purpose of this section, shall mean any Work provided by a licensed professional or Work that requires a professional standard of care. Workers’ compensation coverage, as required by the Industrial Insurance laws of the State of Washington, shall also be secured. Commercial Automobile Liability for owned, leased, hired or non-owned, leased, hired or non-owned, with minimum limits of $1,000,000 per occurrence combined single limit, if there will be any use of Consultant’s vehicles on the City’s Premises by or on behalf of the City, beyond normal commutes. Consultant shall name the City as an Additional Insured on its commercial general liability policy on a non-contributory primary basis. The City’s insurance policies shall not be a source for payment of any Consultant liability, nor shall the maintenance of any insurance required by this Agreement be construed to limit the liability of Consultant to the coverage provided by such insurance or otherwise limit the City’s recourse to any remedy available at law or in equity. Subject to the City’s review and acceptance, a certificate of insurance showing the proper endorsements, shall be delivered to the City before performing the Work. Consultant shall provide the City with written notice of any policy cancellation, within two (2) business days of their receipt of such notice. Network Security (Cyber) and Privacy Insurance shall be written with limits no less than $1,000.000 per claim $1,000,000 policy aggregate for network security and privacy coverage, $100,000 per claim for regulatory action (fines and penalties), and $100,000 per claim for event management services. Network Security (Cyber) and Privacy Insurance shall include, but not be limited to, coverage, including defense, for the following losses or services: Liability arising from theft, dissemination, and/or use of Public Entity confidential and personally identifiable information, including but not limited to, any information about an individual maintained by the Public Entity, including (i) any information that can be used to distinguish or trace an individual‘s identity, such as name, social security number, date and place of birth, mother’s maiden name, or biometric records; and (ii) any other information that is linked or linkable to an individual, such as medical, educational, financial, and employment information regardless of how or where the information is stored or transmitted. Network security liability arising from (i) the unauthorized access to, use of, or tampering with computer systems, including hacker attacks; or (ii) the inability of an authorized third party to gain access to supplier systems and/or Public Entity data, including denial of service, unless caused by a mechanical or electrical failure; (iii) introduction of any unauthorized software computer code or virus causing damage to the Public Entity or any other third party data. Lawfully insurable fines and penalties resulting or alleging from a data breach. Event management services and first-party loss expenses for a data breach response including crisis management services, credit monitoring for individuals, public relations, legal service advice, notification of affected parties, independent information security forensics firm, and costs to re-secure, re-create and restore data or systems. Safeguarding of Personal Information Consultant shall not use or disclose Personal Information, as defined in RCW 19.255.010, in any manner that would constitute a violation of federal law or applicable provisions of Washington State law. Consultant agrees to comply with all federal and state laws and regulations, as currently enacted or revised, regarding data security and electronic data interchange of Personal Information. Consultant shall ensure its directors, officers, employees, subcontractors or agents use Personal Information solely for the purposes of accomplishing the services set forth in the Agreement. Consultant shall protect Personal Information collected, used, or acquired in connection with the Agreement, against unauthorized use, disclosure, modification or loss. Consultant and its subconsultants agree not to release, divulge, publish, transfer, sell or otherwise make Personal Information known to unauthorized persons without the express written consent of Public Entity or as otherwise authorized by law. Consultant agrees to implement physical, electronic, and managerial policies, procedures, and safeguards to prevent unauthorized access, use, or disclosure of Personal Information. Consultant shall make the Personal Information available to amend as directed by Public Entity and incorporate any amendments into all the copies maintained by the Consultant or its subcontractors. Consultant shall certify its return or destruction upon expiration or termination of the Agreement and the Consultant shall retain no copies. If Consultant and Public Entity mutually determine that return or destruction is not feasible, the Consultant shall not use the Personal Information in a manner other than those permitted or authorized by state and federal laws. Consultant shall notify Public Entity in writing immediately upon becoming aware of any unauthorized access, use or disclosure of Personal Information. Consultant shall take necessary steps to mitigate the harmful effects of such use or disclosure. Consultant is financially responsible for notification of any unauthorized access, use or disclosure. The details of the notification must be approved by Public Entity. Any breach of this clause may result in termination of the Agreement and the demand for return of all Personal Information. Delays: Consultant is not responsible for delays caused by factors beyond the Consultant’s reasonable control. When such delays beyond the Consultant’s reasonable control occur, the City agrees the Consultant is not responsible for damages, nor shall the Consultant be deemed to be in default of the Agreement. Successors and Assigns: Neither the City nor the Consultant shall assign, transfer or encumber any rights, duties or interests accruing from this Agreement without the written consent of the other. Notices: Any notice required under this Agreement will be in writing, addressed to the appropriate party at the address which appears below (as modified in writing from time to time by such party), and given personally, by registered or certified mail, return receipt requested, by facsimile or by nationally recognized overnight courier service. Time period for notices shall be deemed to have commenced upon the date of receipt, EXCEPT facsimile delivery will be deemed to have commenced on the first business day following transmission. Email and telephone may be used for purposes of administering the Agreement, but should not be used to give any formal notice required by the Agreement. CITY OF RENTON Click here to enter text. 1055 South Grady Way Renton, WA 98057 Phone: (425) 430-Click here to enter text. Click here to enter text. Fax: (425) 430-Click here to enter text.CONSULTANT Click here to enter text. Click here to enter text. Click here to enter text. Phone: Click here to enter text. Click here to enter text. Fax: Click here to enter text. Discrimination Prohibited: Except to the extent permitted by a bona fide occupational qualification, the Consultant agrees as follows: Consultant, and Consultant’s agents, employees, representatives, and volunteers with regard to the Work performed or to be performed under this Agreement, shall not discriminate on the basis of race, color, sex, religion, nationality, creed, marital status, sexual orientation or preference, age (except minimum age and retirement provisions), honorably discharged veteran or military status, or the presence of any sensory, mental or physical handicap, unless based upon a bona fide occupational qualification in relationship to hiring and employment, in employment or application for employment, the administration of the delivery of Work or any other benefits under this Agreement, or procurement of materials or supplies. The Consultant will take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, creed, color, national origin, sex, age, sexual orientation, physical, sensory or mental handicaps, or marital status. Such action shall include, but not be limited to the following employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training. If the Consultant fails to comply with any of this Agreement’s non-discrimination provisions, the City shall have the right, at its option, to cancel the Agreement in whole or in part. The Consultant is responsible to be aware of and in compliance with all federal, state and local laws and regulations that may affect the satisfactory completion of the project, which includes but is not limited to fair labor laws, worker's compensation, and Title VI of the Federal Civil Rights Act of 1964, and will comply with City of Renton Council Resolution Number 4085. Miscellaneous: The parties hereby acknowledge: The City is not responsible to train or provide training for Consultant. Consultant will not be reimbursed for job related expenses except to the extent specifically agreed within the attached exhibits. Consultant shall furnish all tools and/or materials necessary to perform the Work except to the extent specifically agreed within the attached exhibits. In the event special training, licensing, or certification is required for Consultant to provide Work he/she will acquire or maintain such at his/her own expense and, if Consultant employs, sub-contracts, or otherwise assigns the responsibility to perform the Work, said employee/sub-contractor/assignee will acquire and or maintain such training, licensing, or certification. This is a non-exclusive agreement and Consultant is free to provide his/her Work to other entities, so long as there is no interruption or interference with the provision of Work called for in this Agreement. Consultant is responsible for his/her own insurance, including, but not limited to health insurance. Consultant is responsible for his/her own Worker’s Compensation coverage as well as that for any persons employed by the Consultant. Other Provisions: Approval Authority. Each individual executing this Agreement on behalf of the City and Consultant represents and warrants that such individuals are duly authorized to execute and deliver this Agreement on behalf of the City or Consultant. General Administration and Management. The City’s project manager is Click here to enter text.. In providing Work, Consultant shall coordinate with the City’s contract manager or his/her designee. Amendment and Modification. This Agreement may be amended only by an instrument in writing, duly executed by both Parties. Conflicts. In the event of any inconsistencies between Consultant proposals and this Agreement, the terms of this Agreement shall prevail. Any exhibits/attachments to this Agreement are incorporated by reference only to the extent of the purpose for which they are referenced within this Agreement. To the extent a Consultant prepared exhibit conflicts with the terms in the body of this Agreement or contains terms that are extraneous to the purpose for which it is referenced, the terms in the body of this Agreement shall prevail and the extraneous terms shall not be incorporated herein. Governing Law. This Agreement shall be made in and shall be governed by and interpreted in accordance with the laws of the State of Washington and the City of Renton. Consultant and all of the Consultant’s employees shall perform the Work in accordance with all applicable federal, state, county and city laws, codes and ordinances. Joint Drafting Effort. This Agreement shall be considered for all purposes as prepared by the joint efforts of the Parties and shall not be construed against one party or the other as a result of the preparation, substitution, submission or other event of negotiation, drafting or execution. Jurisdiction and Venue. Any lawsuit or legal action brought by any party to enforce or interpret this Agreement or any of its terms or covenants shall be brought in the King County Superior Court for the State of Washington at the Maleng Regional Justice Center in Kent, King County, Washington, or its replacement or successor. Severability. A court of competent jurisdiction’s determination that any provision or part of this Agreement is illegal or unenforceable shall not cancel or invalidate the remainder of this Agreement, which shall remain in full force and effect. Sole and Entire Agreement. This Agreement contains the entire agreement of the Parties and any representations or understandings, whether oral or written, not incorporated are excluded. Time is of the Essence. Time is of the essence of this Agreement and each and all of its provisions in which performance is a factor. Adherence to completion dates set forth in the description of the Work is essential to the Consultant’s performance of this Agreement. Third-Party Beneficiaries. Nothing in this Agreement is intended to, nor shall be construed to give any rights or benefits in the Agreement to anyone other than the Parties, and all duties and responsibilities undertaken pursuant to this Agreement will be for the sole and exclusive benefit of the Parties and no one else. Binding Effect. The Parties each bind themselves, their partners, successors, assigns, and legal representatives to the other party to this Agreement, and to the partners, successors, assigns, and legal representatives of such other party with respect to all covenants of the Agreement. Waivers. All waivers shall be in writing and signed by the waiving party. Either party’s failure to enforce any provision of this Agreement shall not be a waiver and shall not prevent either the City or Consultant from enforcing that provision or any other provision of this Agreement in the future. Waiver of breach of any provision of this Agreement shall not be deemed to be a waiver of any prior or subsequent breach unless it is expressly waived in writing. Counterparts. The Parties may execute this Agreement in any number of counterparts, each of which shall constitute an original, and all of which will together constitute this one Agreement. IN WITNESS WHEREOF, the Parties have voluntarily entered into this Agreement as of the date last signed by the Parties below. CITY OF RENTON By:_____________________________ CONSULTANT By:____________________________  Click here to enter text. Click here to enter text.Click here to enter text. Click here to enter text. _____________________________ Date _____________________________ DateAttest _____________________________ Jason A. Seth City Clerk Approved as to Legal Form _____________________________   Shane Moloney Renton City Attorney   Nonstandard PSA Network Cyber Security 03/08/18 clb