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Home My WebLink AboutRESPONSE - RFP - 7253 SHARE POINT CONSULTING(i) nEu:)Esic CITY OF FORT COLLINS REQUEST FOR PROPOSAL 7253 SHAREPOINT CONSULTING PREPARED FOR: City of Fort Collins PREPARED BY: JACOB WILSON BRIAN BURKE RICK SEKERSKY JULY 13, 2011 Wiof t_Collins RFP 7253 SNAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC process. The 350 person team managed XBRL filing delivery with spreadsheets, email and instant messages — a process that was no longer scalable. Once the business process was defined, we evaluated the requirements and designed a technical solution built on the SharePoint 2010 platform which utilized lists, document libraries, custom forms, and workflows to automate the process. One of our first tasks was to upgrade their existing SharePoint 2007 environment to 2010, which included an implementation of a custom forms -based authentication provider to support non -domain users located in India. Zero downtime was required to continue operations in processing centers located in the U.S. and India, so the upgrade was done by building the 2010 farm and migrating the 20 GB of content through a database attach method. Then, users were transitioned from the 2007 environment to 2010 as they would complete jobs on the old farm and begin new jobs on the new farm. Implementing forms based authentication and migrating the existing credential store allowed the users to maintain the same login information as well. The new workflow system had a major impact on operations and increased on -time delivery of services to 98% from 67%. 4. List of Project Personnel: This list should include the identification of the contact person with primary responsibility for this contract, the personnel proposed for this contract, and any supervisory personnel, including partners and/or sub consultants, and their individual areas of responsibility. A resume for each professional and technical person assigned to the contract, including partners and/or sub consultants, shall be submitted. The resumes shall include at least three references from previous assignments. The City of fort Collins further desires employees of the SharePoint implementation partner to have the following or similar certifications: • Microsoft SharePoint Server Deployment Planning • Microsoft Gold Certified Partner with Information Worker Competency • SharePoint Server Portals and Collaboration • Microsoft Certified Systems Engineers • SharePoint Server Certified Microsoft Certified Technology Specialists W f1EU:)E51C Neudesic Confidential Page 10 of 23 City of �rtCollins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Neudesic proposes the following personnel for the project: Supervisory Partner Alan Campbell Managing Director— Mountain Region. Note: Alan will not bill hours aeainstthe oroiect SharePoint Architect & Primary Ryan McIntyre Architect, Director — Portals & Contact Collaboration Practice Note: See Appendix A for resume Note: To respect the privacy and time of our clients, Neudesic does not provide contact information for references during the first round of RFP responses. We will provide this information upon selection to move to the second round. 5. Organization Chart/Proposed Project Team: An organization chart containing the names of all key personnel and sub consultants with titles and their specific task assignment for this contract shall be provided in this section. NOTE: Any Personnel Changes within the awarded Contract will need to be approved by the City of Fort Collins Project Manager. The below organizational chart represents the team proposed for this project: 6. Availability: Describe the availability of project personnel to participate in this project in the context of the consultant firm's other commitments. As of this time, the proposed resources are available for this project. ® nEUDESIC Neudesic Confidential Page 11 of 23 Fort�lins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC 7. Estimated Hours by Task: Provide estimated hours for each proposed or optional task, including the time required for meetings, conference calls, etc. Identify and document project roles and responsibilities Creation of training and communication plans Perform Analysis of hosted WSS 3.0 environment Plan and Documment the logical and physical architecture for the SharePoint 2010 environment Plan and Document the Disaster Recovery Strategy for SharePoint Execute training and communication plans Secure infrastructure and configure servers Perform and Document installation and configuration of SharePoint Foundation 2010 Baseline SharePoint Foundation 2010 performance for load and stress testing Perform content migration activities & testing Perform upgrade activities to upgrade WSS 3.0 content to SharePoint 2010 Perform validation activities and testing to ensure a successful upgrade Perform load/stress testing on the SharePoint Foundation Z010 environment and mitigate issues 24 4 4 Implement SharePoint DR strategy Perform final communications and training _8 Perform knowledge transfer with City of Fort Collins support team 16 Cutover to new environment (Go Live) 4 Go -Live Support 4 -- �—--160 ® nEU:)E51C Neudesic Confidential Page 12 of 23 .City of Fort Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC B. Schedule of Rates and Cost by Task: Provide a schedule of billing rates by category of employee to be used during the term of the contract, and an anticipated cost of each task identified in the section Required Services/Deliverables or for tasks that are recommended as part of this planning effort. All direct costs (i.e., travel, printing, postage, etc) specifically attributed to the project and not included in the billing rates must be identified. A breakdown of the costs by task is as follows: Week 1: Identify and document project roles and responsibilities Creation of training and communication plans Perform Analysis of hosted WSS 3.0 environment Plan and Documment the logical and physical architecture jfor the Share Point 2010 environment (Plan and Document the Disaster Recovery Strategy for Share Point riving and communication plans astructure and configure servers id Document installation and configuration of Foundation 2010 rare Point Foundation 2010 performance for ress testing Perform content migration activities & testing Perform upgrade activities to upgrade WSS 3.0 content to ;Share Point 2010 Perform validation activities and testing to ensure a successful upgrade Perform load/stress testing on the Share Point Foundation 2010 environment and mitigate issues j Week 4: Implement SharePoint DR strategy Perform final communications and training Perform knowledge transfer with City of Fort Collins support team Cutover to new environment (Go Live) IGo-Live Support ® nEUDESIC 1 $ 170 2 $ 340 2 $_ _ 340 20 $ 3,400 1s $ 2,550 .. _ . 4 . $ .. _ 680 15 $ .2,720 18 $ 3,060 2 $ 340 8 $ 1,360 24 $ 4,080 4 $ 680 4 $ 680 8 - $ _ 1,360 8 $ 1,360 16 4 4 160 $ 2,720 $ 680 $ 680 $ 27,200 Neudesic Confidential Page 13 of 23 �_ Collins NEUDESIC CONTACT INFORMATION Rick Sekersky Senior Account Manager (303)248-8338 Rick.Sekersky@neudesic.com Brian Burke Director, Solutions (303)248-8322 Brian. Burke@neudesic.com Alan Campbell Managing Director —Mountain Region (303) 248-8311 Alan.Campbell@neudesic.com ® nEU:)E51C RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Neudesic Confidential Page 14 of 23 For�..�t�ins APPENDIX A — SHAREPOINT ARCHITECT RESUME RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC The following is the resume for Ryan McIntyre, SharePoint Architect proposed for this project. Ryan McIntyre—SharePoint Architect, Portals & Collaboration Practice Director Summa • Deep experience in Portals & Collaboration, Custom Application Development, & Business Process Management • Skilled at architecting technical solutions and managing and leading technical teams Experience in building corporate technical and delivery expertise • Excels in a range of roles including architecture, application design / development / implementation, project management and team lead, and training / mentoring Skill Summary Portals & Collaboration / Business & Applications Development / System Architecture / Business Process Management / System Analysis & Design / IT Technical Leadership' Products: Microsoft SharePoint, Microsoft BizTalk, K2, Microsoft Team Foundation Server, Microsoft Visual SourceSafe, Subversion, Microsoft Visual Studio Languages: Proficient in C#, VB.NET, XML, XSLT, T-SQL and HTML; experience with PowerShell, Java, C/C++, Visual Basic, CSS, PL/SQL, VBScript and JavaScript Frameworks: Microsoft ASP.NET, Windows Communication Foundation, Windows Workflow Foundation Databases: Microsoft SQL Server, Oracle ence Neudesic, Director— Portals & Collaboration Practice, June 2010— Present • Responsible for driving regional growth and delivery excellence for the Portals & Collaboration practice • Member of the Neudesic Cloud VTS (Virtual Technical Specialist) program • Received Customer Experience award for Q1 2011 WnEU:)ESIC Neudesic Confidential Page 15 of 23 City of Fort Collins Mining Company, 2010 — 2011 SharePoint and Records Management Consultant RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC • Responsible for guiding global records management implementation on SharePoint 2010 • Provide guidance and training during an internal SharePoint 2010 pilot initiative • Assist with architecture and build of production 2010 farm, including FAST • Create custom navigation controls using SharePoint lists and .NET managed code • Create and apply custom branding Financial Service and Software Provider, 2010 SharePoint and Business Process Architect • Upgraded internal SharePoint 2007 environment to 2010 • Designed work task system using out of the box SharePoint 2010 features • Built components of the system, including workflows, InfoPath forms, sites, lists & libraries • Built custom event receivers and web parts Online Genealogy Provider, 2010 SharePoint Architect • Provide guidance to technical team performing an internal upgrade from SharePoint 2007 to 2010 • Provide guidance on business adoption of new platform • Upgraded custom code solutions to work on the 2010 platform • Developed custom branding solution for 2010 platform Law Firm, 2010 SharePoint and Business Process Architect Responsible for driving business requirement definition and mapping requirements to application design • Designed custom case management system built on SharePoint 2010 and K2 • Continuously provide project architecture guidance and resolve escalated technical challenges Health Maintenance Organization, 2010 SharePoint Consultant • Review existing SharePoint 2007 environment and recommend improvements • Meet with IT and business users and recommend additional uses of SharePoint to help the business gain additional efficiencies • Create Governance Plan and rollout strategy IT Organization, 2010 Director • Assist with sales efforts, including sales calls and writing and reviewing proposals and SOW's • Responsible for managing the company's Microsoft Gold Partnership ® f1EUnlE51C Neudesic Confidential Page 16 of 23 ,:arof t_ Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC • Perform staff management duties such as interviews, reviews, and mentoring • Responsible for leading internal team in an intranet & extranet upgrade from SharePoint 2007 to SharePoint 2010 • Multiple client engagements highlighted below Media Publishing Corporation, 2010 BizTalk Architect Reviewed existing integration BizTalk and SSIS environments responsible for integrating SalesForce.com with multiple proprietary and third party systems • Provided assessment of the current state and recommendations for improvement to performance, stability, and long term support County Government, 2010 SharePoint Architect • Reviewed existing and planned applications for migration into a new SharePoint 2007 environment Provided recommendations on SharePoint 2007 farm implementation to meet application and availability requirements Beverage Manufacturing Corporation, 2010 SharePoint & K2 Consultant • Designed a custom application for managing manufacturing incidents and resolution • Built a custom ASP.NET application hosted in SharePoint using K2 connect to read / write data to SAP • Assisted with business analysis and client requirements definition Beverage Manufacturing Corporation, 2009 SharePoint Consultant • Fixed various User Interface customization issues manifested in custom Master Pages, themes, and CSS settings • Provided architecture and development guidance to the internal team based on SharePoint best practices Container Manufacturing Corporation, 2009 Technical Team Lead / Architect • Designed a multi -tenant custom application built on top of an existing B28 line of business system for managing supply chain processes from customer inception to plant execution • Led the development team responsible for building the system using the latest NET technologies, including WCF, and utilizing SharePoint to host the custom application • Team Lead responsibilities included personnel management, architecture guidance, development mentoring, performing code reviews, driving development process, and communicating progress between all teams involved • Performed in a Business Analyst role to assist with requirement clarification Wf1EU:)E51C Neudesic Confidential Page 17 of 23 of Fort Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC • Performed in a Project Management role to assist with the Agile -like management of the project Internet Security Corporation, 2009 SharePoint Consultant • Designed and built a custom document management solution hosted in SharePoint 2007 used to manage legal documents from the creation from a template to the execution for a specific office (International) • Solution was built using custom content types, event handlers, Features, and Workflows Health Care Provider, 2009 SharePoint Consultant • Installed and configured an internal MOSS multi -server farm • Met with business users to discover business needs and map them to SharePoint capabilities • Performed MOSS administration duties, including taxonomy creation, site maintenance, server configuration, content type management, search customization, and Central Administration tasks • Created a custom Search Center utilizing the out of the box search capabilities and custom scopes Provided SharePoint system admin, site owner, and end user training Real Estate Finance Company, 2008 - 2009 SharePoint Consultant • Installed and configured an internal MOSS multi -server farm • Performed MOSS administration duties, including taxonomy creation, site maintenance, server configuration, content type management, search customization, and Central Administration tasks • Created a custom search page centered around specific content types • Developed multiple roll -up web parts utilizing the Content Query Web Part and custom XSLT script • Developed custom master pages and style sheet to brand the MOSS sites • Developed a Feature Receiver (Ck) to apply the custom master page and style sheet to newly created sites • Provided SharePoint site owner training, including the use of SharePoint Designer Financial Services Company, 2007 - 2008 Business Process Management Consultant • Provided development and architectural guidance to internal SharePoint development team • Developed and delivered both end user and site owner training for MOSS • Performed MOSS administration duties, including site maintenance, server configuration, content type management, search customization, and Central Administration tasks • Designed and developed multiple MOSS Features, including web services hosted in SharePoint and a custom action to be used in SharePoint Designer workflows • Designed and developed a complex InfoPath 2003/2007 form used to interact with data stored in multiple SharePoint 2007 sites • Developed a Feature Receiver (Cft) for MOSS that provided the ability to modify the web.config files through simple configuration file settings in a deployed Feature IO neu:)ESic Neudesic Confidential Page 18 of 23 �tf RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC • Developed custom solution for managing and reporting on product inventory utilizing MS Access 2007, InfoPath 2003/2007, and SharePoint 2007 Health Care Provider, 2007 Application Development • Developed custom web forms utilizing ASP.NET 2.0 and Master Pages which collect data from the user and email the results to the client • Created a web based custom skills checklist which is dynamically created based on a source XML document and is rendered using a Wizard control; the output is a PDF file generated through code using ABCpdf (webSupergoo) which is sent as an attachment on an email to the client Life Sciences Corporation, 2007 Architect / Advisor / Instructor • Led and managed a team of seven responsible for implementing a BizTalk 2006 ESB which included the installation of a production, test and development environment • Created a full suite of documentation including development guidelines, administration guidelines, and templates for Gambro BCT to use on future BizTalk projects • Instructed client employees on development and management of BizTalk 2006 using Microsoft provided training curriculum • Led a four week proof of concept BizTalk 2006 integration project to pull data from an Oracle database, transform the messages appropriately, then insert that data into a different Oracle database utilizing the Oracle adapter Automotive Warranty Corporation, 2005 - 2006 Business Process Management Architect / Consultant • Architected, developed, and installed a BizTalk 2004 solution to integrate sales and contract information with multiple external partners; The solution consisted of 10— 15 unique integrations built using a variety of transaction scopes, custom pipelines, and scripting logic • Trained client employees on BizTalk 2004 & 2006 installation and administration • Trained additional consultants on BizTalk 2004 & 2006 development and transitioned support of completed and deployed integrations • Upgraded the BizTalk 2004 environments to BizTalk 2006 • Architected, developed and deployed a custom ASP.NET application utilizing SOL Server 2000 to manage contract creation and workflow, which included web services and a portable API for application integration Hospitality Company, 2004 - 2005 Architect / Application Development • Architect and lead developer responsible for building an industry leading online reservation system • Responsible for performance tuning which resulted in a performance increase of 93% ® nEU:ESIC Neudesic Confidential Page 19 of 23 of mot, f Table of Contents Cover Letter ............................................... Executive Summary .................................... RFP Submittal Requirements ...................... Neudesic Contact Information .................... Appendix A — SharePoint Architect Resume RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Appendix B — Signed Vendor Statement................................................................................................ 23 (D neu:)E51C Neudesic Confidential Page 2 of 23 RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC • Managed seven successful releases into production • Technical consultant and mentor to development team consisting of seven developers • Responsible for application development as well as SQL Server administration and production deployment and support for a production environment that is load balanced and serves clients around the world who utilize multiple platforms and browsers Government Agency, 2002 - 2004 Sr. Software Engineer / DBA • Lead architect responsible for developing a web -based version of software used nationally to track serial and violent crimes • Developed online reports in both graphical and tabular format (ActiveReports and ASP.NET w/CN); Designed and implemented SQL Server 2000 database structure to hold all case data; Included utilizing many XML and large object (LOB) features, as well as development of numerous stored procedures, functions and triggers • Responsible for migration of SQL Server 2000 database to Oracle 9i database, including structure as well as all code conversion from T-SQL to PL/SQL • Rewrote entire web application in Java using EJB's, JSP's, and a custom client MVC framework Entertainment and Communications Corporation, 2002 Application Development • Developed web based VOIP Billing system and internal Division Profile System used to track company division capabilities (ASP 3.0, Access, and Oracle 8) Built COM component to extract DPS information and send through FTP to external reporting tool (VB and XML) Software Solution Provider, 2001- 2002 President / Architect / Application Development • Built and maintained relationships with small business customers seeking software and web development work to help them better manage their business and customers • Designed, developed, tested and delivered an online web store for a nutritional store • Developed a reputation among many Chambers of Commerce for providing Chamber specific software, including websites, tools to manage members, and tools to attract new members Telecommunications Corporation, 2000 - 2001 Sr. Manager / Architect Managed and mentored a team of 12-20 software development engineers responsible for building and supporting many Intranet, Extranet and Internet web applications • Technical lead for the majority of the applications utilizing Microsoft technologies i® f1EUDESIC Neudesic Confidential Page 20 of 23 City Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC • Applications included the main Intranet site, the HR job postings site on both the Intranet and Internet, the main Knowledge Management application used by multiple business units which included project management tools, the application used by the entire company to distribute quarterly bonuses as well as yearly merit salary increases, the Online Help Desk application used by all employees to communicate with the internal help desk, and many others • Utilized RAID and XP Software Development methodologies Telecommunications Corporation, 1999 - 2000 Manager • Led and mentored seven Business Architects/Project Managers and support personnel who managed and supported over 200 projects • Assisted in development and implementation of a full project life cycle methodology for eBusiness • Assisted in the integration of three development organizations into one eBusiness organization comprised of over 40 people Education 05/1997: The University of Arizona, Tucson, AZ - Bachelor of Science in Systems Engineering Certifications • Microsoft Certified IT Professional, SharePoint Administrator 2010 • Microsoft Certified Professional Developer, SharePoint Developer 2010 • Microsoft Certified Technology Specialist, SharePoint 2010 Configuration • Microsoft Certified Technology Specialist, SharePoint 2010 Application Development Additional Training Microsoft Corporation, Irvine, CA SharePoint 2010 Ignite Training, February 2010 Microsoft Corporation, Denver, CO Microsoft Azure Readiness Training, February 2009 Microsoft Corporation, Denver, CO Microsoft Office SharePoint Server (MOSS 2007) Deep Dive, December 2006 Microsoft Corporation, Denver, CO Visual Studio Team System Hands on Training, February 2006 FBI, Parker, CO QnEU:)ESIC Neudesic Confidential Page 21 of 23 ,��`ort_ Coll Common Software Process, January 2004 Microsoft Corporation, Denver, CO Visual Studio .NET, September 2001 Personnel Decisions International, Denver, CO Leader and Coach, March 2001 Community RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Colorado SharePoint User Group (COSPUG) — Leadership Committee Member SharePoint Saturday Denver —Co-Founder, Organizing Committee Member, & Speaker 2010 — Presented session on customizing the SharePoint 2010 ribbon Rocky Mountain Tech Trifecta 2010 — Presented on SharePoint 2010 Sandboxed Solutions SharePoint Roadshow 2011— Speaker Salt Lake City: Presented an introduction to SharePoint 2010 and a separate session on Governance Denver: Presented an introduction to SharePoint 2010 and a separate session on Governance WnEU:)ESIC Neudesic Confidential Page 22 of 23 /1 _Collins APPENDIX B — SIGNED VENDOR STATEMENT ® nEU:)E51C RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Neudesic Confidential . Page 23 of 23 Vendor Statement: I have read and understand the specifications and requirements for this bid and I agree to comply with such specifications and requirements. I further agree that the method of award is acceptable to my company. I also agree to complete PROFESSIONAL SERVICES WORK ORDER AGREEMENT with the City of Fort Collins within 30 days of notice of award. If contract is not completed and signed within 30 days, City reserves the right to cancel and award to the next highest rated firm. FIRM NAME: NFuO�yc G e�. ADDRESS: yS8Z s. e/es�/Z Sfzer�—1 sa.7-o yoZ-099Leic Co 67o237 EMAIL ADDRESS: Olaf HONE: (303) zug-&3ii BIDDER'S SIGNATURE: PRIMARY SERVICES ISSUES CONTACT: AL.4, Cgirp�F L TELEPHONE: L3a3) 2ye-g3/ / FAX( 3),1Y9 9yoo EMAIL: CELL:(3,�3) 32V-32G/ EMERGENCY: BACKUP: BB//rN 80Akiff f%/AfZXif-- 25dya/.,V r ( 3) -W 83zZ_ Award and Contract Process 1. The City reserves the right to award directly as a result of the written proposals. The City may or may not opt to conduct oral interviews. 2. The selected Contractor shall be expected to sign the City's standard Professional Services Work Order Agreement prior to commencing Services (see sample attached to this Proposal). The contract(s) will be awarded for one year with annual reviews and potential one-year extensions up to a maximum five-year period. 3. The City reserves the right to negotiate with any vendor as meets the needs of the City. The City reserves the right to reject any or all proposals, and to waive any irregularities. RFP 7253 SharePoint Consulting Page 7 of 18 ,`-mot_ Collins City of Fort Collins P.O. Box 580 Fort Collins, CO, 80522-0580 ATTN: Steve Bonham Re: Request for Proposal For SharePoint Consulting Services Dear Mr. Bonham, RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Neudesic is pleased to present the following response to the City of Fort Collins RFP for SharePoint Consulting Services. We have read and understood the requirements in RFP 7253 for SharePoint Consulting. We hope to demonstrate that we have understood your needs to implement a SharePoint 2010 solution on City of Fort Collins infrastructure and migrate the content from the current WSS 3.0 hosted environment to the City of Fort Collins internal SharePoint 2010 environment. As a Microsoft National Systems Integrator and Managed Partner, I submit that we are both qualified and strongly motivated to make this project a success. Towards this end, I will personally ensure that the collective resources of Neudesic will be brought to bear on this endeavor. The positive ramifications and impact of this partnership will be felt for years after its deployment and adoption. We understand the importance of this project to you and your group, and are absolutely committed to your success and the success of the project. We look forward to helping you deliver on this venture. Neudesic stands ready to meet with you and members of your team to answer any questions you might have about our response, and we look forward to a strong and successful partnership. Sincerely, Parsa Rohani, CEO Parsa.Rohani@Neudesic.com Neudesic LLC 8105 Irvine Center Drive, Suite 1200 Irvine, CA 92618 949-754-4500 ® nEUnlE51C Neudesic Confidential Page 3 of 23 Cil of F6rt Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC This document is presented in response to the City of Fort Collins Request for Proposal (7253 SharePoint Consulting) to perform SharePoint Architecture and Migration Services for the new SharePoint 2010 and existing WSS 3.0 environments. Neudesic is uniquely positioned to deliver to the scope and desired timeline of this architecture and migration through the combination of our technical experiences performing similar implementation and migrations to SharePoint 2010, our business experience in leading organizations and their users through this change, and our experiences working with 3rd party migration tools. As one of the Top 10 National System Integrators for Microsoft, Neudesic brings the breadth and depth technical, analytical and management experience required to successfully deliver a project of this scope and complexity. Additionally, in this response, Neudesic will illustrate how our experience, methodologies, business acumen and technical expertise will create a valuable partnership with the City of Fort Collins and result in a successful conclusion of this project. Neudesic looks forward to this partnering commitment and we are confident in our ability to exceed the City of Fort Collins expectations for this engagement. RFP SUBMITTAL REQUIREMENTS Please answer all of the following questions/requirements, following the same format of this questionnaire. Your response should repeat the question and then answer the question. 1. Methods and Approach: Describe your expected or recommended approach, including a clear and detailed description of your proposed "cutover strategy". Describe the anticipated interaction with the City. Provide an outline of your anticipated schedule for completing consultant tasks. Neudesic believes in a collaborative approach as part of designing and implementing any SharePoint solution. The Neudesic SharePoint Architect will actively be engaged with the City of Fort Collins team members to ensure successfully architecture planning, system implementation, content migration, and support. As part of this collaborative approach daily status reports will be created for project sponsors to ensure effective communication of project accomplishments, project issues, and potential project risks. Based on the project requirements outlined in the City of Fort Collins RFP Neudesic proposes the following timeline and tasks to accomplish the implementation of a SharePoint Foundation 2010 enviornment on City of Fort Collins infrastructure along with content migration from the currently hosted WSS 3.0 environment. ® f1EU:)ESIC Neudesic Confidential Page 4 of 23 :art_ Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Week 1: • Identify and document project roles and responsibilities • Creation of training and communication plans • Perform Analysis of hosted WSS 3.0 environment • Plan and Documment the logical and physical architecture for the SharePoint 2010 environment o Farm Topology, Physical Topology, Server Hardware, Service Accounts, Services and Service Applications, Databases, Web Applications, Authentication Providers, and Site Collections • Plan and Document the Disaster Recovery Strategy for SharePoint Week 2: • Execute training and communication plans • Secure infrastructure and configure servers • Perform and Document installation and configuration of SharePoint Foundation 2010 • Baseline SharePoint Foundation 2010 performance for load and stress testing Week 3: • Perform content migration activities & testing • Perform upgrade activities to upgrade WSS 3.0 content to SharePoint 2010 • Perform validation activities and testing to ensure a successful upgrade • Perform load/stress testing on the SharePoint Foundation 2010 environment and mitigate issues Week 4: • Implement SharePoint DR strategy • Perform final communications and training • Perform knowledge transfer with City of Fort Collins support team • Cutover to new environment • Monitor and Support ® nEV:)ESIC Neudesic Confidential Page 5 of 23 of `ort_ Collins RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Neudesic's cutover strategy for the City of Fort Collins encompasses planning, communication, and infrastructure related activities. The first step of the cutover strategy involves careful planning to determine the sequence and timing of events for the cutover date and negotiation and determination of the acceptable system down time. During this planning process all activities, roles and responsibilities, training and timing will be identified and communicated. Before the system cutover takes place users will be notified of the activities taking place and how it impacts their interaction with the existing and new SharePoint environments. As part of the cutover strategy, the existing WSS 3.0 environment will need to be set to read-only while backups are received and content is upgraded to SharePoint 2010. During this read-only period users will be instructed to save modified documents to their local machines until the SharePoint 2010 production environment is online. Once the content is upgraded from WSS 3.0 to SharePoint 2010 and thoroughly tested, all infrastructure activities will take place including the DNS switch from the hosted WSS 3.0 environment to the City of Fort Collins SharePoint Foundation 2010 environment. From this point, access to the new system will be verified and final communications will be sent to end -users including the communication that users can now upload their modified documents to the new system. 2. Deliverables: Given the list above under Required Services/Deliverables, provide us with your plan to achieve them (not to exceed two pages). Establish City of Fort Collins SharePoint Foundation 2010 Deployment Plan From past experience with SharePoint 2010 implementations Neudesic has created logical and physical architectural planning worksheets using the Neudesic SharePoint Implementation Framework. These planning worksheets ensure that all necessary SharePoint infrastructure, services, and related components have been appropriately planned before requesting server hardware and installing and configuring SharePoint. The Neudesic SharePoint Architect will work closely with the City of Fort Collins team to complete and finalize these documents based on system requirements. Once these planning worksheets have been completed and approved, the Neudesic SharePoint Architect will request the necessary hardware and infrastructure for the new SharePoint 2010 production environment and supporting environments for the content migration and upgrade. Migration of Current Site Assuming a site collection backup will be received from the WSS 3.0 hosting provider, Neudesic recommends the following approach to migrating and upgrading content from the WSS 3.0 environment to the SharePoint Foundation 2010 environment. 1. Install and Configure temporary WSS 3.0 environment 2. Install and Configure the SharePoint Foundation 2010 environment 3. Obtain the site collection backup from the hosting provider 4. Restore WSS 3.0 site collection backups to the temporary WSS 3.0 environment ® nEU3ESIC Neudesic Confidential Page 6 of 23 RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC 5. Run the SharePoint pre -upgrade scanner on the temporary WSS 3.0 environment to identity any potential upgrade conflicts 6. Remediate upgrade conflicts identified by the pre -upgrade scanner 7. Use a database detach upgrade approach to upgrade the WSS 3.0 content to SharePoint 2010 8. Verify upgraded content on the SharePoint Foundation 2010 environment 9. Verify security and access to content on the SharePoint Foundation 2010 environment Execute SharePoint Foundation 2010 Deployment, Implementation, Configuration and Deployment In order to provide the City of Fort Collins with a scalable and reliable SharePoint Foundation 2010 environment, the Neudesic SharePoint Architect will work closely with the City of Fort Collins Team to perform the following tasks: • Request hardware and infrastructure based upon approved SharePoint planning worksheets • Configure and Patch the Windows Server OS on all farm servers • Configure and Patch SQL Server Database Server • Install SharePoint 2010 Pre -requisites on the SharePoint Web and Application Server(s) • Install and configure the SharePoint Foundation 2010 environment based upon approved SharePoint planning worksheets o An Installation and Configuration guide will be documented and maintained during this process • Baseline System Performance for load and stress testing • Configure Farm Administrator and Service Application Administrator security for City of Fort Collins Support Team and external users • Implement DR strategy based upon analysis and feasibility • Perform initial base configuration of the Business Connectivity Services Service Application for integration of SharePoint and external applications • Perform a database detach upgrade to upgrade the WSS 3.0 content to SharePoint 2010 • Validate upgraded content and system access • Perform load and stress testing on the SharePoint Foundation 2010 environment ® neu:)ESic Neudesic Confidential Page 7 of 23 moof Collins Support RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Neudesic understands the importance of transition and post -production support. As such, a Neudesic SharePoint Architect will perform support and maintenance tasks on an as -needed basis required by the City of Fort Collins. 3. Qualifications and Experience: Provide relevant information regarding previous experience related to this or similar Projects, to include the following (Please limit this to a maximum of two pages!): a. Brief Company History including time in business Neudesic is a Microsoft National Systems Integrator (NSI) and Gold Certified Partner ith a proven track record of providing reliable, effective solutions across the Micro_s"fttec not g platform. We possess a breadth and depth of experience with Microsoft solutions that makes us an ideal strategic partner for the City of Fort Collins. Neudesic was formed by three partners in 2001 and has experienced significant growth each year since inception. Neudesic is headquartered in Irvine, CA with 14 offices across the United States, as well as two offices in Hyderabad, India. Neudesic is a perennial award recipient in numerous disciplines and practices specific to the Microsoft stack. Our staff includes 350+ architectural, principal and senior level consultants, many of whom have MVP and VTS credentials through Microsoft. Our core competencies include the following practice areas: SharePoint Portals and Collaboration Practice, Connected Systems Practice, Business Intelligence Practice, .NET Custom Development Practice, User Experience Practice, Dynamics CRM Practice, Mobility Practice b. Experience in SharePoint 2010 installation, set-up and configuration Our SharePoint practice has successfully delivered over 400 SharePoint environments to clients, encompassing architecture, installation, configuration and solution development. These projects have spanned the breadth of intranet, extranet and public internet sites on the SharePoint platform. Our practice has deep experience on all versions of the SharePoint product dating back to the first release of SharePoint 2003. Neudesic has broad experience performing migrations to the SharePoint 2010 platform. Our migration experience includes the migration of existing SharePoint 2007 and 2003 environments to SharePoint 2010 or building SharePoint solutions from the ground up. c. Minimum of three years experience working with SharePoint Server/ Foundations implementation and design. Neudesic has been working with SharePoint since it's initial design in 2003. As described above, and evidenced in examples below we have vast experience working with the product for nine years. d. Minimum of three similar projects that demonstrate experience in an organization that successfully implemented or started a SharePoint 2010 Server/ Foundations. O11EUDESIC Neudesic Confidential Page 8 of 23 arof t_ Ci RFP 7253 SHAREPOINT CONSULTING SUPPLIER NAME: NEUDESIC, LLC Deployment in a contract of a year or more in the last 2 years. Name, address, and phone number of agency contact overseeing the planning effort. Note: To respect the privacy and time of our clients, Neudesic does not provide specific contact information during the first round of RFP responses. We will provide this information upon selection to move to the second round. Fortune 500 Mining Company A Fortune 500 mining company needed to upgrade their aging infrastructure and SharePoint 2003 environment to SharePoint 2010. Not only did they require an architectural upgrade to sustain a new SharePoint 2010 environment with FAST Search capabilities, they needed to address business issues regarding records management, training, governance, content processing and an entire redesign of their intranet including branding and a site reorganization to reflect their growing needs. Our SharePoint architect helped design, install and configure a nine server farm that was implemented to ensure high availability, with web application and site collection architectures to support moving content to region specific farms if needed. Our SharePoint Analyst worked with subject matter experts from the mines to design a new Operations Portal with functionality to address each region's needs. Master pages and templates were designed to give all the sites a cohesive look and feel. Departmental managers were interviewed to address their records management, governance and content processing/migration site requirements. To ensure adoption, internal marketing of the new site and role -based training for users was strategically implemented to produce the biggest impact. A rollout plan integrating all of these business needs was created to ensure a smooth transition for each region. Online Resource for Family History Research To keep their technology up to date and support additional business needs, the IT team at our client began an effort to upgrade their internal SharePoint 2007 environment to SharePoint 2010 Server Enterprise. Neudesic engaged to provide expertise and guidance on the proper upgrade approach for their environment and assist with upgrade tasks including branding, custom code upgrades, and troubleshooting. Our SharePoint Architect worked closely with both IT and the business stakeholders to define the upgrade process and perform the needed tasks within the desired timeframe. Since time for end -user training was limited, Neudesic recommended not performing the visual upgrade until a later date. This approach allowed users to continue portal operations without confusion. The upgrade itself was done successfully through a database attach method which eliminated the additional cost of 3`d party tools. All custom code solutions were also properly upgraded and tested prior to the deployment to ensure the installation provided the necessary functionality to the end users. XBRL Financial Statement Services Company Our client engaged Neudesic to define a business process for improving their throughput for their Compliance Services department,and then implement and deploy the solution to automate the new ® nEUJE5IC Neudesic Confidential Page 9 of 23