RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT...

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RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted by: Team Technology Holdings, LLC July 29, 2015

Transcript of RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT...

Page 1: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

RESPONSE TO REQUEST FOR PROPOSALS

I T CON T RACT P ROFE S S IO NAL SE RV IC E S

RFP # 269-2015-060

Submitted to: City of Charlotte

Submitted by: Team Technology Holdings, LLC

July 29, 2015

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Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

EXECUTIVE SUMMARY (ref: 4.1.2)

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

PROJECT APPROACH / PROPOSED SOLUTION (ref: 4.1.3) TEAM’s Customer Service Philosophy

TEAM’s Quality Management Plan

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Continuous Improvement Program

Adaptation to Changing Technologies

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

TECHNICAL SUPPORT QUALIFICATION

1)

2)

PERSONNEL DEPLOYMENT

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Required Forms RF P # 2 69- 20 1 5-0 60

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Required Form 4 – PRICING WORKSHEET RFP #269-2015-060

IT Professional Services

CATEGORY LEVEL

PAY RATE LOW

PAY RATE HIGH

BILL RATE LOW

BILL RATE HIGH

MARK UP % High *

MARK UP % LOW *

Business Analyst

Business Analyst Support $35.00 $45.00 $53.75 $69.00 53% 53%

Business Analyst $50.00 $70.00 $76.50 $101.50 53% 45%

Senior Business Analyst $55.00 $85.00 $84.25 $110.50 53% 30%

Project Manager

Project Manager Support $35.00 $65.00 $53.75 $94.50 53% 45%

Project Manager $45.00 $85.00 $69.00 $110.50 53% 30%

Senior Project Manager $60.00 $120.00 $87.00 $156.00 45% 30%

Application Specialist

Application Specialist Support $40.00 $55.00 $61.25 $84.25 53% 53%

Application Specialist $45.00 $65.00 $69.00 $94.50 53% 45%

Senior Application Specialist $60.00 $120.00 $87.00 $156.00 45% 30%

Testing Specialist

Testing Specialist Support $35.00 $45.00 $53.75 $69.00 53% 53%

Testing Specialist $45.00 $55.00 $69.00 $84.25 53% 53%

Senior Testing Specialist $45.00 $65.00 $69.00 $94.50 53% 45%

Technical Writer

Technical Writer Support $35.00 $50.00 $53.75 $76.50 53% 53%

Technical Writer $50.00 $75.00 $76.50 $97.50 53% 53%

Senior Technical Writer $60.00 $90.00 $87.00 $117.00 45% 30%

Training Specialist

Training Specialist Support $40.00 $55.00 $61.25 $84.25 53% 53%

Training Specialist $55.00 $65.00 $84.26 $94.50 53% 45%

Senior Training Specialist $60.00 $110.00 $87.00 $143.00 45% 30%

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

CATEGORY LEVEL

PAY RATE LOW

PAY RATE HIGH

BILL RATE LOW

BILL RATE HIGH

MARK UP % High *

MARK UP % LOW *

Network Engineer

Network Engineer Support $35.00 $45.00 $53.75 $69.00 53% 53%

Network Engineer $50.00 $70.00 $76.50 $107.00 53% 53%

Senior Network Engineer $55.00 $85.00 $84.25 $123.25 53% 45%

System Administrator

System Administrator

Support $40.00 $50.00 $61.25 $76.50 53% 53%

SystemAdministrator $45.00 $55.00 $69.00 $84.25 53% 53%

Senior System Administrator $50.00 $80.00 $76.50 $104.00 53% 30%

Database Administrator

Database Administrator

Support $50.00 $80.00 $76.50 $104.00 53% 30%

Database Administrator $55.00 $85.00 $84.25 $110.00 53% 30%

Senior Database Administrator $60.00 $120.00 $87.00 $156.00 45% 30%

Security Engineer

Security Engineer Support $50.00 $60.00 $76.50 $87.00 53% 45%

Security Engineer $60.00 $85.00 $91.00 $123.25 53% 45%

Senior Security Engineer $80.00 $120.00 $116.00 $156.00 45% 30%

Technician Technician Support $35.00 $55.00 $53.75 $84.25 53% 53%

Technician $40.00 $60.00 $61.25 $87.00 53% 45%

Senior Technician $45.00 $75.00 $69.00 $97.50 53% 30%

*In order to improve the value to the City, an additional column has been added to the table to show the High/Low mark-up percentages. By utilizing a variable benefits

employment model, and by controlling overhead costs, TEAM is able to offer the City a variable mark-up based on the overall value of a staffing placement.

Administrative Fees:

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Pricing Incentives and Rebates:

REBATE DESCRIPTION AMOUNT / PERCENTAGE

Offer 2½% markup reduction for all contracts after $1million in annual revenues received under the terms of this Contract. Make $100 donation to Kids-N-Technology for each placement under the terms of this Contract.

Type Level Cost

Additional Services Cost

“Pay Rolling”

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Required Form 7 – SERVICE PROVIDER’S BACKGROUND RESPONSE RFP # 269-2015-060

IT Contract Professional Services

SERVICE PROVIDER IDENTIFICATION

Service Provider Name (Official Name):

SERVICE PROVIDER EXPERIENCE

Years of Experience:

Number of years in business:

Customer Base:

Number of public sector clients:

Number of public sector clients using the services being proposed:

Identify by name some of the clients similar to City (e.g., similar in size, complexity, location, type of organization:

Market Focus:

Identify industries and public sector market segments served:

User Groups:

Identify national and regional groups

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Explain the purpose and function of user groups.

SharePoint Users Group

Charlotte BI Users Group

Charlotte SQL Server User Group

CRTEC

National Association of Manufacturers (NAM)

NAM Goals:

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Microsoft Partner Network

Identify if there is an annual or biannual user conference.

Microsoft Convergence

Ignite

Microsoft World Partner Conference

Identify next planned national conference (location and date)

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

TERMINATED PROJECTS

List any terminated projects. Please disclose the jurisdiction and explain the reason for the termination:

LITIGATION

List any litigation that you have been involved with during the past two (2) years on IT Contract Professional Services implementations:

ORGANIZATION SIZE

If Service Provider is a subsidiary, identify # of employees in proposing company/division.

If Service Provider is a subsidiary, identify revenues of proposing company/division.

Identify the percentage of revenue used for research & development by the proposing company/division.

CORPORATE NOTES

Privately held? Publicly traded? Parent Company?

Identify any certifications held by your firm if you are implementing or reselling another firm’s products. Include how long the partnership or certification has been in effect.

ADDITIONAL NARRATIVE RESPONSE

Provide an overview and history of your company. Company Background

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Page 23: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Page 24: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Describe your total organization, including any parent companies, subsidiaries, affiliates and other related entities.

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Describe the ownership structure of your organization, including any significant or controlling equity holders.

Name Steven F. Olp

Position/Title

Phone

Fax

E-mail

Summary:

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Provide a management organization chart of your overall organization, showing director and officer positions and names and the reporting structure.

IT PROFESSIONAL SERVICES PRACTICE

Overall Management Organization Chart

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Provide detailed information for the IT Contract Professional Services business segments of your organization, showing the reporting structures within these segments and among these segments and the overall organization.

Describe any organizational changes such as divestitures, acquisitions, or spin-offs involving your IT Contract Professional Services business segments that have occurred in the latest two (2) years or are anticipated in the future. Include all appropriate organizational charts.

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Detail how long the company has been providing IT Contract Professional Services to local governments and include information regarding experience with similar IT Contract Professional Services projects.

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Describe the key individuals, along with their qualifications, professional certifications and experience that would comprise your organization’s team for providing Services to the City.

Name Claudia S. Toner

Position/Title

Phone

Fax

E-mail

Summary:

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Name Wanda H. Rowden

Position/Title

Phone

Fax

E-mail

Summary:

Page 31: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

If the Service Provider’s proposal submission will be from a team composed of more than one (1) company or if any subcontractor will provide more than fifteen percent (15%) of the Services, provide a description, which includes the teaming relationships, form of partnership, each team member’s contribution, and the experience of each team member, which qualifies them to fulfill their responsibility. Provide descriptions and references for the projects on which team members have previously collaborated.

Explain how your organization ensures that personnel performing technical support services are qualified and proficient.

Recruitment Process – Service Management Plan

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

TEAM’s interview process is a 3-step process.

Step 1:

Step 2:

Page 33: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Step 3:

Please provide information regarding the level of staffing at your organization’s facilities, as well as the level of staffing at subcontractors’ facilities, if known.

If your organization has been the subject of a dispute or strike by organized labor within the last five (5) years, please describe the circumstances and the resolution of the dispute.

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Required form 8 – SERVICE PROVIDER QUESTIONS RFP # 269-2015-060

IT Contract Professional Services

Service Provider Name (Official Name):

What steps will your organization take to ensure that any transition of Services runs smoothly?

Prepare and submit a Project Plan (preferably in MS Project format) to describe, to the best of your ability, all times, tasks and resources associated with the performance of Services. The Project Plan is subject to the terms set forth in Section 7 of this RFP.

Describe the communications scheme that your organization will use to keep City Departments and the City Project Manager informed about the Services.

Describe the risks associated with this Contract. What contingencies have been built in to mitigate those risks?

Risks:

Contingencies:

Describe your contingency plan if key personnel are unable to complete their assignments.

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Describe relevant industry knowledge (i.e., financial, utilities, customer service, operations, etc.)

Indicate the location of your offices, include methods of contact (i.e., e-mail address, phone numbers, mailing addresses, voice mail).

Name and Address Name: Physical Address: Mailing Address: Telephone: Website: Hours of Operation:

Principal Officer Name: Title: Physical Address: Mailing Address: Telephone:

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

E-Mail:

RFP Contact for Clarification of Proposal Name: Title: Physical Address: Mailing Address: Telephone:

E-Mail:

Indicate briefly why you consider your firm to be the best to perform the required services.

Describe in detail your company’s approach and process to obtaining staff to meet client requirements, including, but not limited to the following:

Search process; Interview process; Employment screening; and Background checks

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

PROFESSIONAL SERVICES PROCESS FLOW

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Page 39: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Describe your company’s ability to provide Local Contractors, (i.e. Contractors located within a 100 mile radius of Charlotte, North Carolina).

Describe in detail your company’s benefits (i.e. medical, dental, other insurance coverage, holiday pay, sick pay, etc.)

Describe in detail any training provided by the Service Provider to the Contractor(s).

Describe in detail how your company will comply with the Affordable Healthcare Act.

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

The City requires that security measures be taken – both physical security and network security, in that the City’s information and other documents are made available only to the Service Provider and parties that the City approves. Define and demonstrate any/all security procedures that are in place in relation to the Service Provider’s proposed service(s).

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Response to RFP #269-2015-060Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Required form 9 – Service Provider Contractor INFORMATION RFP # 269-2015-060

IT Contract Professional Services

Historical

Contractor Info (2013-2015)

Business Analyst

Project Manager

Application Specialist

Testing Specialist

Technical Writer

Training Specialist

Network Engineer

System Admin

Database Admin

Security Engineer Technician

Total # placed in Charlotte area 24 20 38 4 3 2 0 3 4 0 1

Number of Local Contractors 24 16 27 3 3 0 0 3 2 0 1

Number of non-Local Contractors 0 8 11 1 0 2 0 0 2 0 0

Average length of assignment 6 mo.+ 9 mo. 9 mo. N/A 6 mo. 9 mo. 0 6 mo. 15 mo. N/A 10 mo.

Number hired by your clients 0 1 1 0 0 0 0 1 3 N/A 1

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Response to RFP #269-2015-060Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

704. 849. 0266 | www.teamt.com

Current

Contractor InfoBusiness Analyst

Project Manager

Application Specialist

Testing Specialist

Technical Writer

Training Specialist

Network Engineer

System Admin

Database Admin

Security Engineer Technician

Total Number Available 137 269 396 61 82 457 43 42 43 5 144

Number of Local Contractors 74 123 153 25 29 191 31 18 21 3 75

Number of non-Local Contractors 63 146 243 36 53 266 12 24 22 2 69

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 42 704. 849. 0266 | www.teamt.com

Required Form 10 – REFERENCES RFP # 269-2015-060

IT Contract Professional Services

REFERENCE 1:

Name of Client Phone:

Address:

Primary Contact: Title:

Phone: E-mail address:

Service Dates:

Job Category(ies) (see Section 3.3.) placed by Service Provider:

Assignment scope:

REFERENCE 2:

Name of Client Phone:

Address:

Primary Contact: Title:

Phone: E-mail address:

Service Dates:

Job Category(ies) (see Section 3.3.) placed by Service Provider:

Assignment scope:

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 43 704. 849. 0266 | www.teamt.com

REFERENCE 3:

Name of Client Phone:

Address:

Primary Contact: Title:

Phone: E-mail address:

Service Dates:

Job Category(ies) (see Section 3.3.) placed by Service Provider:

Assignment scope:

REFERENCE 4:

Name of Client Phone:

Address:

Primary Contact: Title:

Phone: E-mail address:

Service Dates:

Job Category(ies) (see Section 3.3.) placed by Service Provider:

Assignment scope:

Page 45: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 44 704. 849. 0266 | www.teamt.com

REFERENCE 5:

Name of Client Phone:

Address:

Primary Contact: Title:

Phone: E-mail address:

Service Dates:

Job Category(ies) (see Section 3.3.) placed by Service Provider:

Assignment scope:

Page 46: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 45 704. 849. 0266 | www.teamt.com

CCPA Plan RF P # 2 69- 20 1 5-0 60

Page 47: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 46 704. 849. 0266 | www.teamt.com

CCPA PLAN ATTACHMENT #1 (PER SECTION 4.1.5) RFP # 269-2015-060

IT Contract Professional Services

4.1.5. CCPA PLAN

4.1.5.1

4.1.5.2

4.1.5.3

4.1.5.3 A. Yes

4.1.5.3 B. . Yes

4.1.5.3 C.

Page 48: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 47 704. 849. 0266 | www.teamt.com

Exceptions to the RFP RF P # 2 69- 20 1 5-0 60

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Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 48 704. 849. 0266 | www.teamt.com

EXCEPTIONS TO THE RFP RFP # 269-2015-060

IT Contract Professional Services

Reference: 1.6.13 (Exceptions to the RFP)

Item 3.18 (Temp-to-Perm Conditions)

Exception

Conversion Time Percentage Conversion Fee

of Annual Salary

Page 50: RESPONSE TO REQUEST FOR PROPOSALS · 2015-12-23 · RESPONSE TO REQUEST FOR PROPOSALS IT CONTRACT PROFESSIONAL SERVICES RFP # 269-2015-060 Submitted to: City of Charlotte Submitted

Response to RFP #269-2015-060 Submitted to:Submitted by:

Team TechnologyPO Box 3614 | Matthews, NC 28106

Page 49 704. 849. 0266 | www.teamt.com

THANK YOU!