HomeMy WebLinkAboutRFP - P630 CONSULTING SERVICESAdministrative Services
Purchasing, Division
CITY OF FORT COLLINS
REQUEST FOR PROPOSAL
FOR
CONSULTING SERVICES TO ASSIST
IN THE ACQUISITION AND IMPLEMENTATION
OF A NEW UTILITY CUSTOMER INFORMATION SYSTEM
PROPOSAL DATE: 3:00 p.m. (Our clock) MAY 28,1997
256 W. Mountain Avenue • P.O. Box 580 • Fort Collins, CO 80522-0580 • (970) 221-6775 • FAX (970) 221-6707
information on the project as constructed. Drawings shall be of archival quality, prepared on stable
mylar base material using a non -fading process to prove for long storage and high quality
reproduction.
9. Monthly Report. Commencing thirty (30) days after the date of execution of this
Agreement and every thirty (30) days thereafter, Professional is required to provide the City
Representative with a written report of the status of the work with respect to the Scope of Services,
Work Schedule, and other material information. Failure to provide any required monthly report may,
at the option of the City, suspend the processing of any partial payment request.
10. jpfjeoenderd Contractor. The services to be performed by Professional are those of
an independent contractor and not of an employee of the City of Fort Collins. The City shall not be
responsible for withholding any portion of Professional's compensation hereunder for the payment
of FICA, Workers' Compensation, other taxes or benefits or for any other purpose.
11. Personal Services. It is understood that the City enters into this Agreement based
on the special abilities of the Professional and that this Agreement shall be considered as an
agreement for personal services. Accordingly, the Professional shall neither assign any
responsibilities nor delegate any duties arising under this Agreement without the prior written consent
of the City.
12. Acceptance Not Waiver. The City's approval of drawings, designs, plans,
specifications, reports, and incidental work or materials furnished hereunder shall not in any way
relieve the Professional of responsibility for the quality or technical accuracy of the work. The City's
approval or acceptance of, or payment for, any of the services shall not be construed to operate as
a waiver of any rights or benefits provided to the City under this Agreement.
13. Defau Each and every tern and condition hereof shall be deemed to be a material
element of this Agreement. In the event either party should fail or refuse to perform according to the
terms of this agreement, such party may be declared in default.
PSA 7/93
4
14. j3gQ>edie$. In the event a party has been declared in default, such defaulting party
shall be allowed a period of ten (W) days within which to cure said default. In the event the default
remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek
damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail
himself of any other remedy at law or equity. If the non -defaulting party commences legal or
equitable actions against the defaulting party, the defaulting party shall be liable to the non -defaulting
party for the non -defaulting party's reasonable attorney fees and costs incurred because of the
default.
15. Binding ffecl. This writing, together with the exhibits hereto, constitutes the entire
agreement between the parties and shall be binding upon said parties, their officers, employees,
agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal
representatives, successors and assigns of said parties.
16. Law/ everabilb. The laws of the State of Colorado shall govern the construction,
interpretation, execution and enforcement of this Agreement. In the event any provision of this
Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding
shall not invalidate or render unenforceable any other provision of this Agreement.
17. Special Provisions. (Optional) Special provisions or conditions relating to the
services to be performed pursuant to this Agreement are set forth in Exhibit "C", consisting of
1 _ } page[s), attached hereto and incorporated herein by this reference.
PSA 7/93
5
THE CITY OF FORT COLLINS, COLORADO
By:
James B. O'Neill 11, CPPO
Director of Purchasing & Risk Management
DATE:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
[insert Professional's name] or
[Insert Partnership Name] or
[Insert Individual's name]
Doing business as _ _[insert name of business]
By:
Title:
CORPORATE PRESIDENT OR VICE PRESIDENT
Date.
ATTEST:
(Corporate Seal)
Corporate Secretary
PSA 7/93
6
REQUEST FOR PROPOSAL
CITY OF FORT COLLINS
Consulting Services to Assist in the Acquisition and Implementation
of
a New Utility Customer Information System
PROPOSAL NO. P-630
The City of Fort Collins Light and Power Department is seeking a consultant to assist in the purchase
and installation of a new customer information system.
Written proposals, sic (6) copes will be received at the City of Fort Collins' Purchasing Division, 256
West Mountain Avenue, Fort Collins, Colorado 80521. Proposals will be received before 3:00 p.m.
(our dock), May 28, 1997. Proposal No. P-630
Questions concerning the scope of the project should be directed to the Project Manager, Gwyn
Strand, Customer Information Administrator, (970) 221-6785.
Questions regarding proposals submittal or process should be directed to Opal F. Dick, CPPO,
Senior Buyer (970) 221-6775.
Sales prohibttedlconflict of interest: No officer, employee, or their dependent or person residing in
and sharing the expenses of their household, shall have a financial interest in the sale to the City of
any real or personal property, equipment, material, supplies, or services. This rule also applies to
subcontracts with the City. This shall not apply to members of any authority, board, committee or
commission of the City, other than the members of the City Council. Soliciting or accepting any gift,
gratuity favor, entertainment, kick -back or any items of monetary value from any person who has or
is seeking to do business with the City of Fort Collins is prohibited. Any vendor knowing of this type
of activity is encouraged to report in confidence to the Director of Purchasing and Risk Management,
Director of Finance, City Attorney or City Manager so the matter can be dealt with.
Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be
rejected and reported to authorities as such. Your authorized signature of this proposal assures that
such proposal is genuine and is not a collusive or sham proposal.
The City of Fort Collins reserves the right to reject any and all proposals and to waive any
irregularities or informalities.
Sincerely,
Js a
sO'Neill li; �zla�u,
Purchasing & Risk Management
a
The City of Fort Collins Light and Power Department is seeking a consultant to assist in the purchase
and installation of a new customer information system. The consultant must have extensive
knowledge of the utility industry, customer information system software, and the software vendors.
The city realizes that selecting the appropriate vendor is as important as selecting a customer
information system. It is interested in establishing a long-term relationship with a customer
inloration system vendor who is always enhancing and improving its product as well as providing
a high level of customer service and support.
The city has spent the past sixteen months gathering information about available customer
information system software packages and hosting vendor demonstrations of these packages. It has
developed system requirements for inclusion in its request for proposal document, prepared a
Request For Proposal document and developed an evaluation methodology.
Expectations are as follows:
t. Scope of the project breaks into two major areas:
A. Assist City staff in the process of selecting a customer information system.
Review customer information system requirements developed by city staff for
completeness and to recommend any changes which will further enhance the utility's
ability to provide new services or products to its customers.
Review the Request for Proposal document and evaluation methodology prepared
by city staff for completeness and recommend changes to optimize the city's ability
to select the vendor and customer information system that meets its business
objectives.
Encourage vendors that meet the City's profile to respond to the Request for
Proposal.
Assist in evaluating responses in terms of customer information system features and
functionality.
Perform hardware and software technical evaluation.
Assist in evaluating the top three vendors selected in terms of vendor reliability: years
In business, number and location of successful installations, financial strength,
commitment to technology and feature advancement, commitment to software and
hardware support for their customers.
Analyze the risks and benefits of accepting each of the top three proposals.
Actively participate in contract negotiations with the successful vendor to ensure the
City's interests are protected. Finalized contract should cover.
Cost of system with required system modifications.
Cost of vendor provided services for installation and implementation of
system.
Time schedule designating completion dates for vendor performed tasks
during the system installation and implementation phase of the project.
Annual Ncense and maintenance fees with comprehensive list of services
provided.
B. Establish an implementation project schedule in conjunction with the vendor's
implementation team. Monitor project progress during data conversion, testing, and
implementation of the selected customer information system.
TENTATIVE SCHEDULE FOR THE CIS SYSTEM IS:
Proposals Out: July 1, 1997
Finalist Selected August 30, 1997
Demos After September 15, 1997
2. A breakdown cost for each task should be included in the proposal.
3. The City is not seeking a long -tern, on -going relationship with the consultant. It would like
a flexible commitment from the consultant to provide expertise when needed by city staff
during the life of this project.
4. The City for strategic business reasons may decide not to complete this project as
described. Therefore, it reserves the right to terminate the consuftant's services upon thirty
days written notice without obligation to pay for any work that has not been completed.
5. The City's first preference is to have a new system fully operational by Mar 1, 190. The
primary driver of the schedule is the need to have a CIS that is readily adaptable to changes
in business conditions. We have a year 2000 solution, and so have some flexibility in the
schedule if there is a compelling reason to delay. We expect the consultant to:
Recommend a schedule that includes all tasks in the RFP process, selection of a
vendor, implementation, and project wrap-up.
Monitor progress on the schedule, anticipate problems or delays, recommend
corrective actions, and revise the schedule to accommodate changes.
Provide the consulting services required to keep the schedule on time including
mediation activities.
B. We expect that the Consultant would be in regular contact and expeditiously execute a
scheduled task list.
Deliver requested investigative and/or research reports.
7. Please furnish the background and experience of your firm and profiles of your key people
who would be assigned to the City's project.
Professional firms will be evaluated on the following criteria. These criteria will be the basis for
review of the written proposals and interview session.
The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average rating, and 5
being an outstanding rating.
WEIGHTING
FACTOR QUALIFICATION STANDARD
4.0 Scope of Proposal Does the proposal show an understanding of the project
objective, methodology to be used and results that are desired
from the project?
3.0 Assigned Personnel Do the persons who will be working on the project have the
necessary skills? Are sufficient people of the requisite skills
assigned to the project?
2.0 Availability Can the work be completed in the necessary time? Can the
target start and completion dates be met? Are other qualified
personnel available to assist in meeting the project schedule if
required? is the project team available to attend meetings as
required by the Scope of Work?
3.0 Motivation Is the firm interested and are they sufficiently motivated to
deliver the desired product when needed? Are they flexible in
meeting our needs as changes occur.
5.0 Cost and Work Hours Do the proposed cost and work hours compare favorably with
the project Manager's estimate? Are the work hours
presented reasonable for the effort required in each project
task or phase?
3.0 Firm Capability Does the firm have the support capabilities the assigned
personnel require? Has the firm done previous projects of this
type and scope?
1
Reference evaluation (Top Ranked Firm)
The project Manager will check references using the following criteria. The evaluation rankings will
be labeled Satisfactory/Unsatisfactory.
Overall Performance Would you hire this Professional again? Did they show
the skills required by this project?
Timetable Was the original Scope of Work completed within the
specified time? Were interim deadlines met in a timely
manner?
Completeness Was the Professional responsive to client needs; did
the Professional anticipate problems? Were problems
solved quickly and effectively?
Budget Was the original Scope of Work completed within the
project budget?
Job Knowledge Was the system functional upon completion and did It
operate properly? Were problems corrected quickly and
effectively.
2
THIS AGREEMENT made and entered into the day and year set forth below, by and between
THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the
"City" and , [insert either a corporation, a partnership or an individual, doing business
as 1, hereinafter referred to as "Professional".
WITNESSETH:
In consideration of the mutual covenants and obligations herein expressed, it is agreed by
and between the parties hereto as follows:
1. Scooe of Services. The Professional agrees to provide services in accordance with
the scope of services attached hereto as Exhibit "A", consisting of {_page[s], and
incorporated herein by this reference.
2. The Woe& Schedule. (Optional) The services to be performed pursuant to this
Agreement shall be performed in accordance with the Work Schedule attached hereto as Exhibit "B",
consisting of ( ) page[s], and incorporated herein by this reference.
3. Time of Commencement and Completion of Services. The services to be performed
pursuant to this Agreement shall be initiated within ( _� days following execution of this
Agreement. Services shall be completed no later than . Time is of the essence. Any
extensions of the time Limit set forth above must be agreed upon in writing by the parties hereto.
4. Early Termination by CiN. Notwithstanding the time periods contained herein, the City
may terminate this Agreement at any time without cause by providing written notice of termination
to the Professional. Such notice shall be delivered at least fifteen (15) days prior to the termination
date contained in said notice unless otherwise agreed in writing by the parties.
PSA 7/93
All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent
to the following addresses:
If Professional: If City: With Copy To:
In the event of any such early termination by the City, the Professional shall be paid for services
rendered prior to the date of termination, subject only to the satisfactory performance of the
Professional's obligations under this Agreement. Such payment shall be the Professional's sole right
and remedy for such termination.
5. Design, Project Indemnity and Insurance Resoonsibility. The Professional shall be
responsible for the professional quality, technical accuracy, timely completion and the coordination
of all services rendered by the Professional, including but not limited to designs, plans, reports,
specifications, and drawings and shall, without additional compensation, promptly remedy and
correct any errors, omissions, or other deficiencies. The Professional shall indemnify, save and hold
harmless the City, its officers and employees in accordance with Colorado law, from all damages
whatsoever claimed by third parties against the City; and for the City's costs and reasonable
attorneys fees, arising directly or indirectly out of the Professional's performance of any of the
services furnished under this Agreement. The Professional shall maintain commercial general
liability insurance in the amount of $500,000 combined single limits, and errors and omissions
insurance in the amount of
6. CoMl2ensation. (Use this paragraph or Option 1 below.] In consideration of the
services to be performed pursuant to this Agreement, the City agrees to pay Professional a fixed fee
in the amount of ($_) plus reimbursable direct costs. All such fees and costs shall not
exceed ($_�. Monthly partial payments based upon the Professional's billings and
PSA 7/93
2
itemized statements are penrussible. The amounts of all such partial payments shall be based upon
the Professionars City -verified progress in completing the services to be performed pursuant hereto
and upon the Citys approval of the Professional's actual reimbursable expenses. Final payment
shall be made following acceptance of the work by the City. Upon final payment, all designs, plans,
reports, specifications, drawings, and other services rendered by the Professional shall become the
sole property of the City.
6. ComRMsadon. [Option 1] In consideration of the services to be performed pursuant
to this Agreement, the City agrees to pay Professional on a time and reimbursable direct cost basis
according to the following schedule:
Hourly billing rates:
Reimbursable direct costs:
with maximum compensation (for both Professional's time and reimbursable direct costs) not to
exceed ($___J. Monthly partial payments based upon the Professional's billings and
itemized statements of reimbursable direct costs are permissible. The amounts of all such partial
payments shall be based upon the Professional's City -verified progress in completing the services
to be performed pursuant hereto and upon the City's approval of the Professional's reimbursable
direct costs. Final payment shall be made following acceptance of the work by the City. Upon final
payment, all designs, plans, reports, specifications, drawings and other services rendered by the
Professional shall become the sole property of the City.
7. CCit t Regresen ative. The City will designate, prior to commencement of work, its
project representative who shall make, within the scope of his or her authority, all necessary and
proper decisions with reference to the project. All requests for contract interpretations, change
orders, and other clarification or instruction shall be directed to the City Representative.
S. Pmiect Drawings. [Optional] Upon conclusion of the project and before final payment,
the Professional shall provide the City with reproducible drawings of the project containing accurate
PSA 7/93
M