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HomeMy WebLinkAboutRESPONSE - RFP - 7344 NATURAL AREAS SOFTWARECity of Fort Collins Natural Areas Software Development RFP 7344 Friday, March 16, 2012 Fort Collins Information contained in this proposal shall not be disclosed outside of your organization and shall not be duplicated, used, or disclosed in whole or in part, for any purpose other than to evaluate this proposal. If a contract is awarded to this offer or as a result of or in connection with submission of the data contained herein, you shall have the right to use or disclose the data to the extent provided in the contract. This restriction doesn't limit your right to use information contained in the data if it is obtained from another source without restriction. The data subject to this restriction comprise the whole of this proposal. RFP 7344 Natural Areas Software 3/16/2012 Proposed Time Line / Milestones The following timeline is defined with the number of weeks per milestone as the start date is not yet determined. The timeline is based on the currently defined scope. If there are significant revisions to the scope of the project the timeline will be adjusted. Milestone Projected Weeks Contract Signed Discovery, Systems Analysis, Specification Refinement 6.0 `—Alpha Release 1 6.0 • Test Environment configured and Operational i • Design and Navigational Flow Complete • Database Architecture Complete Alpha Release 2 8.0 • Items to be determined based systems analysis and specification refinement Alpha Release 3 8.0 • Items to be determined based systems analysis and specification refinement Testing and Refinements 4.0 Beta Release 4.0 Testing and Refinements 4.0 Production Release 40.0 Timeline can change significantly based on the actual complexity of the system built and the delivery approach. Page 10 of 37 RFP 7344 Natural Areas Software 3/16/2012 Cost Project Cost Description Hours Dollar / Cost (Est.) Hour Systems Analysis & Specification Refinement ` 160 $85 00, $13600 00 . Design & Navigation 180 i $85.00 $15,300.00 Database Architecture & Setup; 60 _„$85.00 $5 100.00 ! Application Development 640 $85.00 $54,400.00 Reporting 160 $85.00 $13,600.00: Training Documentation and User Guide 80 $85.00 $6,800.00 Quality Assurance, Testing, Refinement+ 80 $85:00 $6,800.00 -, Production/Test Releases 40 $85.00 $3,400.00 Project -`Management 280 $85:00 $23800+00', Total 1680 i "- $8 0 $142,800.00 / Optional Costs Description Hours Dollar / (Est.) Hour Cost Data Conversion v' -240 585,00,;, _$20400 00" Citizen Scientist Database 800 �$85.00 $68,000.00 Total= $8 Hosting Cost — Estimated Cost Windows Azure Domain Hosting with SQL Server / month TOTAL PER YEAR $1800 Enhancements & Other Services See Software Support Agreement. Page 11 of 37 RFP 7344 Natural Areas software 3/16/2012 Addendum 1: Client Provided Documentation Background: The CFC Natural Areas Department, in partnership with the Management Information Services (MIS) Department is looking for creative proposals that can provide the necessary application development and consulting support. The Natural Areas Department manages 35,000 acres of protected land on 43 different sites. A priority of the department is to provide a diversity of educational and recreation experiences to the public through school field trips, guided programs, volunteer projects and much more. Throughout this document the word "program" refers to educational classes, hikes or school field trips. Currently the department has over 500 on -going volunteers and works with approximately 1,000 one-time volunteers every summer. The largest volunteer groups are: • Master Naturalists and Assistants (MN) (130 active) serve as public educators. Master Naturalists (MN's) sign up to lead school field trips, guided hikes and any other public event that we host. They interact with all public programs. They manage their own schedule and interact with participants who are signed up for their programs. In addition, MN's register for monthly continuing education opportunities. • Volunteer Ranger Assistants (VRA) (150 active) serve as public ambassadors on the trail. They schedule themselves for patrols and then spend time in the natural areas greeting visitors, offering hiking advice, giving directions etc. They then report back to the rangers with detailed information about their patrols. • Citizen Scientists (numbers vary every year) are citizens trained to conduct biological surveys in natural areas. Currently we have a frog survey and a rare plant survey. These volunteers manage their schedule and report back their data. Current Systems: Our current operating procedures involve several different databases, which is labor intensive, does not allow for online registration, challenging for our clients and our volunteers to use, causes misreporting or under reporting of data, and is very cumbersome. The key databases/systems that we use are: • RecTracs is designed to help manage event participants. Public programs are entered into RecTracs and a catalogue is then published advertising our summer programs. Natural Areas staff enters citizen sign-up requests, or citizens register online (cumbersome interface), rosters are printed and a -mails sent to participants. Our new system will need to be less cumbersome, less confusing and labor intensive, allowing a more streamlined user experience for program participants and volunteer leaders. • Volgistics is our volunteer management database. It is a web -based system that anyone can pay a subscription to use. It was designed for any generic volunteer agency Page 12 of 37 RFP 7344 Natural Areas Software 3/16/2012 possessing the capacity for customization. This is where we keep all volunteer records. We enter all our programs into Volgistics; create openings and then the system posts the openings on the specified volunteer calendars. A free trial of this can be found at www.volgistics.com. This application allows you to easily move or delete data, allows customizable reports along with plenty of useful "canned" reports, provides a user-friendly and fairly intuitive to use and is fairly inexpensive (about $73/month). Our new system will need to have the ability to add text to any reports, provide more detailed reporting capability for our Volunteer Ranger Assistants and will need to track our program data (i.e. program attendance). • Customized Volunteer Ranger Assistant (VRA) Website was designed by the CFC MIS Department. The info VRA's send us is used to generate maintenance reports that are utilized by various staff crews. In addition, VRA's keep records of public contacts (dog's off -leash, first aid, vandalism, etc). This site records sign up for patrols, events and report hours. Our new system will need to allow us to limit the number of people who sign up for events and patrols (like Volgistics does) and provide more robust reporting options complete with customization capability. • Citizen Science Database we currently use a website called www.citsci.oro that was developed by Colorado State University staff. Survey volunteers use this application to report their data. This free application allows volunteers to interact with Google Maps so they don't need to use a GPS to find their locations and automatically inputs the coordinates. Since Volunteers also have to enter their hours in Volgistics, this means they are using two different databases. Our new system will need to provide the administrators to create a variety of reports "on the fly". • Excel is used to track our education program participant numbers. We also use it to track program evaluation results. While it is familiar and easy to use, it requires an extra step in the data entry process, a step that is often overlooked by our volunteers. This will be incorporated into the new system. • The CFC infrastructure includes 70 virtualized servers in a VMware 4.1 environment, with three Google Search Appliances and a database environment which is primarily Oracle based but also MS SQL Server, MySQL, and MS Access. Scope of Work The City of Fort Collins (CFC) is in need of a software architect/developer who can assess this RFP and construct a single software application that will meet the needs of the CFC Natural Areas Department. Records of over 300+ programs hosted annually by over 500+ volunteers will be tracked and reported. Natural Areas supporters, e- newsletter subscribers, potential donors and fee -based programs will also be tracked. The mobile application will be utilized by rangers in the field and potentially by over 1000+ people on one -day service projects annually. The awarded vendor will, design, develop and deploy an application that will serve a Page 13 of 37 cross -functional team consisting of multiple tested and proven functional and meeting place. User guide and software tutorial will work. RFP 7344 Natural Areas Software 3/16/2012 work groups. Software will be thoroughly all specifications before deployment takes be presented to CFC upon completion of Required Deliverables: The CFC is leanly staffed and needs to improve the efficiency and productivity of our limited staff by putting technology to work for us. We would like to provide better customer service to our clients and volunteers by providing on-line registration and easy to use online volunteer management. Ideally all of our databases would be incorporated into one system, which would allow the following: • Enter all program data and volunteer opportunities into one database that will then publish the programs to a website that the public can use to register online'and if necessary pay online and a separate interface that the volunteers can interact with to sign up for programs, track their hours, access program rosters and email registrants. • Track volunteer information as well as participant information' and be able to differentiate. Categories would include: o Schools/teachers o Facilities rentals o Volunteers o Public program registration • Allow citizens to inquire about facilities rentals and make payments on-line. • Allow the public to register on-line and automatically get confirmation letters, post - program evaluations or other updates. Allow volunteer leaders to see their roster and email participants. • Allow school teachers to view a calendar of open field trip dates, reserve a date and receive electronic confirmation. • Allow access by multiple staff members simultaneously • Ability to export all data in to Excel so it can be manipulated by staff (example: sort and export all volunteer names and contact information so we can enter it into Evite for annual events). • Mobile applications for use in the field. • A one -stop shop for all volunteers o Everyone can see a calendar that is customized based on the volunteer groups they are in (i.e. VRAs only see posting for VRAs but if a MN is also a Frog Survey volunteer they would see both of these opportunities). The calendar should allow text so that volunteers can easily see what opportunities are available on which days. Volgistics only has a "Help Wanted" icon on each day so volunteers have to toggle back -and -forth between the calendar and the descriptions. It is an extra step that they dislike. o Allow volunteers to sign up for projects that have no specific date. For example, our Frog Survey volunteers can do their survey any day of the month but we want to know WHEN and WHERE they are going. o Potential volunteers can fill out an on-line application that then is sent to the Page 14 of 37 RFP 7344 Natural Areas Software 3/16/2012 Volunteer Coordinator. o Volunteers can sign up for jobs/programs, manage their schedule and connect with each other. Volunteers should be able to post photos in a gallery, print educational materials and email each other. o Volunteers can interact with program participants —print rosters, utilize an email feature and send participants a post -program survey. o The system should automatically remind volunteers of upcoming events. o The system should remind volunteers to enter their hours. o Volunteers can report hours and fill out a customizable log/report. ■ VRAs should be able to post information on maintenance issues, contacts, etc. It would be ideal if issues got reported to the party directly responsible. For example if a VRA noticed that a fence was down, when he reported this an email would go directly to the crew chief. The crew chief could then respond directly to the volunteer. ■ MN's should be able to report on program attendance and public interactions. o "Canned" and customizable reporting capability. Examples include: ■ Program rosters and attendance numbers ■ Volunteer hours —summary and detailed for individual volunteers and groups. ■ Maintenance reports ■ Reports on program participant evaluations ■ Program statistics (adults/mixed ages/children, school programs/public programs/booths) ■ Standard volunteer management reports such as name tags, address labels, volunteer information reports, printable applications, birthday card reminders, etc. ■ Ability to attach multiple documents to email (i.e. newsletter pdf) o User-friendly, with customizable features (check out Volgistics for this component. They've done a great job of making the records customizable while protecting the user from making fatal errors). We don't want to have to contact the original designers every time we need to make a small change. o Submission of user guide/tutorial and relevant documentation (i.e.; Server architecture, user credentials etc.) required upon deployment o Vendor to be available during CFC normal work hours (Mountain Standard Time) o Prospective vendor will provide hours of availability, guaranteed response time (in hours), and a complete listing of cost per hour by skill -set. o Vendor to quote licensing and hosting costs. City prefers unlimited user access, both internal and external access. o Please state in response whether or not source code will be made available to City staff for potential modifications or editing. Page 15 of 37 RFP 7344 Natural Areas Software 3/16/2012 Optional Modules: (Please Quote Separately) Citizen Scientist database o Component 1: Staff can create customizable survey forms for volunteers to fill out (e.g., Survey Monkey style) with range of options like drop down menus, free text, etc. Survey data from all volunteers entering data on the same project is then compiled and exported to an Excel file for NAP staff to download. o Component 2: Option to collect spatially -linked data from volunteers. For certain citizen science projects, we want volunteers to be able to use a Google-style map to enter survey locations and data so that they do not need to use a GPS or other method to acquire coordinates. For example, the volunteer clicks on a location in a natural area to identify their survey location, and then the website automatically brings them to a customized survey form for their project (this would be the same as Component 1). Map could be a standard Google-style map, but we would want to be able to add data layers (e.g., natural areas boundaries). Should include controls so that volunteers have to zoom in to a specified resolution in order to enter coordinates. Most useful data type for right now is point, but in the future we may want to allow for volunteers to create lines and polygons with user-friendly editing tools. Data for each project is compiled and exported as an ArcGIS shape file. NAP staff should be able to control access permissions and determine if all volunteers participating on a particular project can have access to view everyone else's data, or if data is sensitive and only accessed by authorized people. o Ideally this would be the same process as volunteers reporting hours and filling out a customizable log for MN or VRA projects. It should be linked to a volunteer's schedule, so that if a volunteer signed up to do a citizen science project and they haven't entered their data yet, it would remind them or would show up in a category on the website like "My Tasks" until they filled out their info. Page 16 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 2: Demonstrated Experience Squarei Technologies has significant demonstrated experience with projects similar in nature to the proposed Web Application. Over the past thirteen years we have completed over two -hundred projects. From these we have selected several projects that demonstrate our capabilities as they relate specifically to your project. Project 1 AssociationOnline.com -'Web Application and Database Development www.associationonline.com — Demo available on request Description ProHoam Inc and Squarei Technologies began working together in the spring of 2009 on their website AssociationOnline.com. The website had been previously developed by another company that was no longer able to continue the development and ongoing support. The first project called for Squarei engineers to evaluate the technology and architecture and determine the challenges associated with transitioning hosting and making adjustments to the current architecture. After evaluation and recommendations we jointly decided to make only small minor patches to the current system while entering into an agreement to replace the existing application with a new user interface and dramatically improved functionality throughout. The new AssocationOnline.com system was developed over the course of five months and was delivered on -time and within budget. The application includes integration with a Content Management System and the flexible design now allows for administrative content management and search engine optimization as well as the ability to add functional enhancements that are developed in a fraction of the time. Technologies HTML 4.0, AJAX, XML, XSLT, XPath, CSS, JavaScript, .Net Framework 4.0, Object Oriented Architecture, Model View Controller, SQL Server 2008, C#, LINQ, Microsoft Access, Microsoft SharePoint, AgileZen, Windows and SQL Server, Infragistics Net Advantage, Active Reports. Contacts Jerie Schwab - Owner ProHoam Inc Fort Collins, CO 80523 970-491-6578 Page 17 of 37 RFP 7344 Natural Areas Software 3/16/2012 Proiect 2 Colorado State University Libraries — RAPID Inter -Library Loan System www.rapidill.org — Demo available on request Description The Colorado State University inter -library loan department leads the nation with its Rapid Access Processing & Information Delivery (RAPID) system. Because of great demand for membership in the cooperative system, CSU recognized the need to re -architect the system using object oriented architecture atop the Microsoft .Net and SQL Server Platform. CSU and Squarei entered into a multi -year development project in 2002 that called for the Squarei team to re -architect the legacy application using standards based object oriented development techniques. Squarei worked with the CSU team of developers to completely re -write the highly transactional application using the .Net framework and service oriented architecture. The new RAPID system was developed over the course of one year and was delivered on -time and within budget. The flexible design now allows for additional functional enhancements that are developed in a fraction of the time. RAPID will now scale to over two hundred member libraries and is currently experiencing significant growth in member libraries. Technologies HTML 4.0, XML, XSLT, XPath, CSS, JavaScript, .Net Framework 3.5, Object Oriented Architecture, Web Services, SQL Server 2000, 2005, 2008, Team Foundation server, C#, Ariel, Microsoft Access, Microsoft SharePoint, Microsoft Project, Windows and SQL Server Clustering, Infragistics Net Advantage. Contacts Greg Eslick - Technology Director, Julie Wessling - Assistant Dean Colorado State University Libraries Fort Collins, CO 80523 970-491-6578 Project 3 KeyPoint Government Solutions — National Guard — Vendor Document Retrieval System Demo Available On Request Description Kroll Government Services (KGS) engaged Squarei Technologies to develop a background verification system that integrates with the US Army National Guard recruiter system. The functional capability of the application allows Guard recruiters to request documents for background verification. The document requests are then routed to the KGS system and subsequently routed for fulfillment by Page 18 of 37 RFP 7344 Natural Areas Software 3/16/2012 internal or external vendors. Upon completion the asynchronous process delivers a scanned copy of the appropriate document to the Guard system. Also included is administration functionality to monitor the workflow status of tens of thousands of documents. Squarei engineers worked with KGS's highly complex infrastructure to build a secure application that meets the high availability demands of the marketplace. Technoloeies HTML 4.0, XML, CSS, JavaScript, Net Framework 3.5, Model/View/Controller Pattern, Web Services, SQL Server 2008, Dynamics Active Reports. Contacts Toby Luttropp — Chief Operating Officer Kroll Government Services Loveland, CO tluttropp@kroll.com (866)667-3635 x7501 Project 4 Object Oriented Architecture, Team Foundation server, C#, Data BizByOwner.com — Interactive Public Web Application www.bizbvowner.com Description Squarei Technologies developed an interactive web application for BizByOwner.com. From a paper concept to a fully functioning business we worked with the principals of the company to design, develop, launch and support a highly complex business broker web application. The web application has over 200 web pages with approximately 150 being highly complex data driven pages. In addition, there are several business intelligence applications created using Microsoft Office applications. These applications include integration with Microsoft Access, Excel, and ACT for customer relationship management. We continue our relationship with BizByOwner and still maintain and support their new development efforts as well has their hosting and architectural requirements. Technoloeies HTML, XML, CSS, JavaScript, .Net Framework 2.0, Object Oriented Architecture, Web Services, SQL Server 2000, Team Foundation server, C#, AJAX, Microsoft Access, Data Dynamics Active Reports, Chart Fx. Contacts Page 19 of 37 RFP 7344 Natural Areas Software 3/16/2012 Friday, March 16, 2012 City of Fort Collins Purchasing 215 North Mason Street, 2ndFloor Fort Collins, CO 80524 Proposal No. 7344 We are pleased to submit this proposal in response to your request for proposal. At Squarei we consistently meet project budgets and timelines and we encourage you to call our references - we are very proud of our partnerships with our customers. Squarei provides consulting services for the design, development and deployment of cost effective business applications. Our services range from systems analysis to the complete development / deployment cycle. Our major practice areas are n- tier distributed Windows'"" and web applications, database design, and interactive web applications using Web 2.0 and .Net technologies. We have the expertise and use time -tested methodologies and design guidelines to ensure the solutions we provide are maintainable, scalable, and delivered on time and within budget. Our Major Goals Are: • Develop a comprehensive, user friendly application to meet the needs of the Natural Areas Division. • Complete a design that is reliable, scalable, and flexible allowing for future additions and ease of integration with other systems. • Exceed the expectations defined in this proposal and create an exceptional working relationship with your organization. • Use standards based development and widely accepted development techniques. Also, we understand you may be receiving proposals offering very different approaches sometimes making comparison difficult. Some inevitably will have lower cost estimates. The solution suggested here is flexible and very scalable but can be adjusted to meet budgetary constraints. Our proposal is intended to provide a cost estimate for a complete solution based on extensive experience. This is an excellent opportunity for Squarei Technologies and we are very excited about your project: If you have any questions or if I can explain any aspect of the proposal please call 970-377-0077. We look forward to hearing from you. Sincerely 069UI4;i�; � David Kent Bejcek President kent@squarei.com 970-377-0077 Page 2 of 37 RFP 7344 Natural Areas Software 3/16/2012 Rick Pike - Owner BizByOwner, Ltd. Fort Collins, CO Rick@bizbyowner.com (970) 221-3927 Proiect 5 Colorado CustomWare, Inc - Interactive Public Website www.coloradocustomware.com Description Squarei Technologies designed and implemented the new version of the Colorado CustomWare Inc (CCI) website. This project included custom design, conversion of legacy content, objected oriented development, content management implementation, and flexible site search architecture. The content management system implementation included a custom built database and interface that allows non -technical staff to manage the content in many areas of the site. In addition we built a randomizing feature into the site that enables highly flexible page testimonials and staff association with content. Technologies HTML, CSS, JavaScript, .Net Framework 2.0, Object Oriented Architecture, Web Services, SQL Server 2008, Team Foundation server, C#, Microsoft Access, AJAX, Lucene Search. Contacts Lori Burge — VP Software Development Colorado CustomWare Inc Fort Collins, CO 80525 (970) 223-6250 Page 20 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 3: References Greg Eslick - Director of Rapid Technologies Tom Hadley —Director/ Chief Business Officer Colorado State University - Morgan Library Colorado State University Fort Collins, CO 80523 College of Veterinary Medicine greg.eslick@colostate.edu Fort Collins, CO 80523 (970) 691-8640 thomas.hadley@colostate.edu (970) 491-5618 CEO Josh Ream - Business Analyst ustomware Inc Hewlett Packard CO 80525 Fort Collins, CO coloradocustomware.co L josh.ream@hp.com 250 (970)818-1429 Jerie Schwab — CEO Toby Luttropp — COO Association Online KeyPoint Government Solutions 363 W Drake, Suite 3 Loveland, CO 80538 Fort Collins CO 80526 toby.Luttropp@keypoint.us.com jerie@prohoam.com (866) 667 3635 Page 21 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 4: Testimonials I have worked with many IT programming groups, both on staff and outsourced. Squarei is the most responsive and comprehensive of all. They continually go above and beyond what we request of them in the work they deliver. Additionally, they are responsible about meeting deadlines and fully engaged in the development of the project. 1 have recommended them in the past and would continue to in the future. James Hall Deputy Program Manager KeyPoint Government Solutions If you need the job done right and on time, do it with Squarei on your team. Kent Bejcek was a lifesaver for us. His team does excellent work and is dedicated to producing a product that all can be proud of. Ron Kerr Director of Administration / Deputy Assessor Larimer County Squarei developed and maintained a customized Access database that enabled us to enter and track data from students and alumni involved in a multi -year research and evaluation project. Although our primary communication with Squarei was via phone and e-mail, and work was done electronically, the applications developer took time to understand our specific needs and questions; and responded promptly to remedy any problems we encountered. 1 have no hesitation in recommending their services. Linda Pursley Director, Research for Planning & Evaluation Cambridge College Squarei has assisted the Lorimer County Community Corrections Department in the redesign and maintenance of our Access -Based Programs that track offenders throughout the Criminal Justice System. We have been extremely impressed with the quality of service, and the ethical and professional demeanor of the Squarei Staff. If you are in need of program design, you would not go wrong in calling Kent Bejcek at Squarei. Joseph Ferrando Larimer County Community Corrections The staff at Squarei was quick to understand the subtleties of our profession and was therefore able to design and implement difficult quantitative applications within the software that we needed. It was exciting to see 20 years of data become truly useful again to better understand ecological trends. Mindy Wheeler Wheeler Ecological Services Page 22 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 5: Org Chart / Business Model / Project Team President / CEO Kent Bejcek Operations / COO Chief Architect - CTO Finance Jim Pavek H Jeff Papp Lindsey Taylor Developer I I Developer I I Designer Business Model - Squarei Technologies is a professional services firm. We develop solutions for our clients and provide ongoing support and enhancements. Typically our efforts are 'work for hire' whereby our clients own the intellectual property we create. Page 23 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 6: Project Team Professional Profiles Kent Bejcek Project Manager / Analyst / Architect CERTIFICATIONS PROFESSIONAL PROFILE • Microsoft Certified Professional -INS • ;President and CEO of Squarei Technologies Inc. Access/ SQL Server • Director of development and project planning with strong technical and organizational skills. MANAGEMENT • Careersoftware engineer and product developer. • PROJECTS . Seventeen years experience leading development teams to • Product Development accomplish projects for over 30 businesses and government • Enterprise agencies. Applications • Strategic Planning •Distributed KEY JOB RESPONSIBILITIES Applications . Direct and coordinate projects. • E N T I T I E S • Plan software development strategy and implement standards. • Executive • Evaluate and recommend key tools and techniques. Management • Information Technology IT 5 K I L L S • Sales/Marketing • New Product • Database MS SQL Server, Oracle, MS Access database Development architecture • Programming Application Architecture, C#,ASP.NET, SOFTWARE & JavaScript, XML/XSL, Visual Studio.Net, Access, C O N S U L T I N G VB, ASP, Crystal Reports, Active Reports, • Online Analytical Infragistics Processing • Systems Windows (Server & Workstation) • Enterprise Reporting • Workflow analysis and . Web Servers IIS business process • PM Tools MS Project, MS Sha repaint, AgileZen reengineering e General Word, Excel, Access, PowerPoint • Internal software testing standards implementation EMPLOYMENT HISTORY& EDUCATION P R O F E S S 10 N A L • Squarei Technologies Inc 1996— Present A F F I L I A T 10 N S President / CEO • !(t taSgExecutive . Colorado CustomWare Inc 1991— 1996 Member Director of Software Development • NOCO.NETUserGroup • N000 Technology Group • University of Miami 1987 - 1991 • CO Software&Internet BS Industrial Engineering Association Page 24 of 37 0 RFP 7344 Natural Areas Software 3/16/2012 James Pavek Development Manager / Analyst / Developer PROJECTS PROFESSIONAL PROFILE • Product Development • Client -centric in business development, business analysis and • Enterprise Applications application development roles • Strategic Planning • Creative and Innovative Thinker with the Initiative to Translate ideas into Actions • Distributed • Strong Analytical Skills Applications . Software project management and development includes • User Interface Design products, web applications, desktop applications, web services • Usability Testing and enterprise applications for projects both small and large, and for clients ranging in size from stagy, rt ups to large multi- national corporations. SOFTWARE & KEY JOB RESPONSIBILITIES CONSULTING • Enterprise application • Project Management Community Corrections • Personnel Management (Insight} • Data Conversion . Client Account Management Enterprise application' . Marketing & Sales Goal Setting and Strategic Planning Colorado State ' • Emerging Markets Analysis and Partnership Initiation University Library . Product Feature Analysis, Design and Management • Enterprise application . Business Process Analysis BizByOwner.com • Data Analysis for Business Intelligence Enterprise application CSU Vet College IT SKILLS • Workflow analysis and business process • PM Tools MS Project, MS SharePoint, AgileZen reengineering • Database MS SQL Server, MS Access, database • Internal software architecture testing sta nda rds 0Programming Application Architecture, C#, implementation VB.NET,ASP.NET, Java Script, XML, Visual Studio.Net, VBA, VB, ASP • Systems Windows (Server & Workstation) XP/2003 PROFESSIONAL • Web Servers IIS A F F I L I A T 10 N S • Web Design Photoshop, Fireworks, Dreamweaver • General Word; Excel; Access; PowerPoint; PhotoShq • N. Colorado .NET User Group • N. Colorado Technology EMPLOYMENT H I S T O R Y Group • 2000— Present Squarei Technologies • 1995— 2000 SouthRidge Golf Course Page 25 of 37 RFP 7344 Natural Areas Software 3/16/2012 Jeffrey Papp Architect / Senior Software Developer CERTIFICATIONS TECHNICAL SKILLS • Microsoft Certified Application Developer •. 5 Years of Microsoft .Net / C# Experience • Experience with ASP.Net, Windows Forms development, Windows Presentation Framework, IoC, Unity, ASP.Net, MVC, PROJECTS MVVM, Windows Services, Windows Communication • Application Framework Development • Senior architect on numerous ASP.Net and Web Services • Enterprise Applications projects KEY JOB RESPONSIBILITIES SOFTWARE & C O N S U L T I N G • Application Development and Architecture • Enterprise application • Database Design Community Corrections • Lead developer on Enterprise Applications (Insight) *,Enterprise application , I T S K I L L S Colorado State " University Library Database MSSQL Server, Oracle • Enterprise application Colorado State Programming Application Architecture, C#, University CVMBS ASP.NET, Java Script, XML, XSL, XPath Visual Studio.Net, C++, lava • Workflow analysis and business process • Systems Windows (Server & Workstation) reengineering . Web Servers Windows Server 2003 - IIS • Internal software • General Word, Excel, Access, PowerPoint testing standards implementation • PM Tools MSSharePoint, AgileZen PROFESSIONAL AFFILIATIONS • N. Colorado .NET User Group EMPLOYMENT HISTORY & EDUCATION • , Squarei Technologies Inc • ;Colorado State University College of Applied Human Sciences — IT Department • Colorado State University BS Computer Science 2005 — Present, 2004 — 2005 2001- 2005 Page 26 of 37 RFP 7344 Natural Areas Software 3/16/2012 Lindsey Taylor Project Manager / Analyst / Designer PROJECTS • Product Development • Enterprise Applications • Userinterface Design • Usability Testing • New Product Development • Project Management SOFTWARE & CONSULTING • Enterprise application Community Corrections (Insight) • Enterprise Reporting • Workflow analysis and business process reengineering PROFESSIONAL AFFILIATIONS • Emerge Colorado • Project Management Institute PROFESSIONAL PROFILE • Excellent communicator, with the ability to work and adapt in a fast-moving industry. • Strong leader experienced in the use of quality interpersonal skills in project management roles. • Exceptional troubleshooter and problem solver with solid detail orientation and organizational skills. • Communicates effectively with clients to identify needs and evaluate alternative business solutions. • Engaged in continuous skill development within the industry. KEY JOB RESPONSIBILITIES • Project Management • Needs and Requirements Analysis • Participates in, develops, and conducts technical training programs • Builds a knowledge base of each client's business, organization and objectives IT SKILLS • Web Development • Graphic Design • General • PM Tools Visual Studio 2003/2005/2008 Photoshop, illustrator, Fireworks, GoLive Word, Excel, Access, PowerPoint MS Project, MS SharePoint, Team Foundation, AgileZen EMPLOYMENT HISTORY • 2005 — Present Squarei Technologies • 2003 — 2005 Bullhide 4x4 .w Office/Accounting Manager • 2001— 2003 HorseSportsWorld.com Marketing/Account Manager Page 27 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 7: Architecture and Development Philosophy Squarei realizes there is more to programming a successful application than simple code. Equipped with the knowledge to leverage existing components, architectures, and frameworks Squarei is able to create eloquent solutions that are easily extended and maintained. Squarei employs layered n-tier architecture principles when creating applications to solve most business requirements. In its simplest form, an n-tier application applies three high level components: Presentation (UI), Business Logic, and Data Access. Each component can reside within the same application instance, across application domains, or even across different networks. Separation of components solves many application design issues such as scalability, security, and stability. A layered architecture spans the full spectrum of development disciplines allowing developers with all skills to effectively contribute to the application. Presentation (UI) Tier Users -s N UI components o' 0 0 Ul Process Components 3 � Service interfaces eusness. Business- Business workflows Components .Entities "LnData Aaess Logie Service Agents Components Data Sources Services Presentation logic includes the interfaces an end user interacts with. Such interfaces can include ASP.NET Web Forms, Windows Application Forms, or console interfaces. In addition to form layout logic, coding for user input validation, navigation, UI events such as clicks, and business tier coupling exists. Business process logic and all data access logic exist in their respective tier. Business Logic Tier This tier is where the brains of the application reside. Some of the components within this tier are business rules, processes, and detailed calculation. The business tier can reside separately from any UI logic allowing for different interfaces, such as Web Forms or Win Forms, to utilize the same set of business logic. Data Access Tier Data access is a layer of application logic that provides business logic coupling with a backend data store. All CRUD (Create Read Update Delete) operations are contained within the Data Access Tier. When designed properly, this tier can communicate with different data stores such as SQL Server, Oracle, and file storage. Page 28 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 8: Project Management Tools & Process Squarei Technologies believes that strong and effective project management is the key to successful projects. We've invested a lot into our project management staff, tools and process to ensure that the deliverables are successfully delivered on time and on budget. We have managed projects across the country from Colorado to Boston. All of our projects leverage the following project management tools and processes: Dedicated Project Manager Each project we will have a dedicated project manager who will serve as the single point of contact. To the greatest extent possible we will maintain a single project manager for all ongoing projects. Project Status Reports All projects are managed through a single SharePoint Collaboration Portal and status reports are sent to the entire team that clearly describe recent deliverables, upcoming action items and activities as well as the status of both the timeline and budget. Web Conferencing Even though in -person meetings are important, for quick discussions and brainstorming sessions, we sometimes rely upon our online conferencing tool for quick project discussions. The tools (GoToMeeting or GoToMyPC) allow for remote meetings, file sharing, video, notes and online collaboration. Project Methodology Squarei Technologies is a strong believer in establishing a solid blueprint for each project based on research, time & people constraints, and economics. The following describes our strategic process for mid to large web development projects. Strategic Blueprint Requirements analysis focuses on obtaining the information necessary to develop the strategy for designing and developing new websites. Following the project kickoff meeting, we meet with key stakeholders to define and outline the goals, objectives and success metrics. Subsequent meetings will help define and plan the content and functionality requirements. This information is used as the foundation to plan the site architecture, measurement strategy and functional requirements. Objectives • Define how the project will support your objectives and goals. • Specify the needs of your audiences including staff, constituents, and partner organizations and departments. • Define the content needed. Page 29 of 37 RFP 7344 Natural Areas Software 3/16/2012 Table of Contents COMPANYHISTORY............................................................................................................................................................4 LOCATION........................................................................................................................................................................... 4 QUALIFICATIONS................................................................................................................................................................. 4 DEVELOPMENTPLAN.......................................................................................................................................................... 5 SCOPEOF WORK & DELIVERABLES..................................................................................................................................................5 SpecificationRefinement.................................................................................................................................................... 5 UserInterface Design.........................................................................................................................................................5 MobileDevices — HTML 5................................................................................................................................................... 5 WorkPlan........................................................................................................................................................................... 6 CutoverStrategy................................................................................................................................................................ 7 Quality Assurance and Testing........................................................................................................................................... 8 CLIENTDELIVERABLES......................................................................................................................................................... 8 TECHNOLOGY& SOFTWARE................................................................................................................................................ 9 Environmentand Tools...................................................................................................................................................... 9 Hosting............................................................................................................................................................................... 9 SUPPORTPLAN................................................................................................................................................................... 9 PROPOSED TIME LINE / MILESTONES................................................................................................................................ 10 COST................................................................................................................................................................................. 11 ADDENDUM 1: CLIENT PROVIDED DOCUMENTATION....................................................................................................... 12 ADDENDUM 2: DEMONSTRATED EXPERIENCE.................................................................................................................. 17 ADDENDUM 3: REFERENCES.............................................................................................................................................. 21 ADDENDUM4: TESTIMONIALS.......................................................................................................................................... 22 ADDENDUM 5: ORG CHART / BUSINESS MODEL / PROJECT TEAM............................................................................:....... 23 ADDENDUM 6: PROJECT TEAM PROFESSIONAL PROFILES................................................................................................. 24 ADDENDUM 7: ARCHITECTURE AND DEVELOPMENT PHILOSOPHY................................................................................... 28 ADDENDUM 8: PROJECT MANAGEMENT TOOLS & PROCESS............................................................................................. 29 ADDENDUM 9: TERMS AND BILLABLE ACTIVITIES............................................................................................................. 32 ADDENDUM 10: SUPPORT AGREEMENT............................................................................................................................ 34 Page 3 of 37 RFP 7344 Natural Areas software 3/16/2012 • Determine if a content management system is needed. • Define and prioritize functionality. • Define the measurable success metrics of the project. • Define the relationships between key content. • Confirm the budget, timeline and scope. Key Activities & Deliverables • Project Kickoff Meeting • Initiative Goals and Objectives Analysis • Systems Analysis and Design (Discovery) • Content Inventory & Functional Requirements • Project Plan Project Closeout Meeting A closeout meeting is held to formally closeout the project with the team. It will also identify the roles of responsibility for ongoing maintenance or future work, and capture "lessons learned" for future projects. It should be a celebration of a job well done with all team members. Page 30 of 37 RFP 7344 Natural Areas Software 3/16/2012 Web Measurement Strategy It is critical to build a measurement plan into the early stages of developing the new sites. Squarei typically recommends a measurement strategy early in the project to define the key performance indicators. This approach ensures the new sites are built for analysis as we plan the interface architecture and perform site development. Measurement Approach & Objectives Our measurement approach is based on the following principles: • Identify Objectives - Key objectives defined in the business analysis will serve as the foundation for the measurement planning. • Define Key Performance Indicators - Key Performance Indicators (KPIs) represent metrics that align with your objectives. KPIs are identified based on your goals and user requirements. Key Activities & Deliverables • Analytics Review • Measurement Plan Information Architecture Information architecture refers to the organization of a website's structure and content, the labeling and categorization of information and the design of navigation. The information architecture, when combined with the creative interface design, provides an organization with a meaningful representation of the new website. Objectives • Define the top level structure and organization of the site. • Define the proposed navigational structure. • Develop a persuasive site architecture which effectively moves users through the key tasks. • Define key wireframes (diagrams) which describe layouts and demonstrate the relationship between content on pages. • Define the interaction design for any application functionality (ex. End user creating an Account). Key Activities & Deliverables • Site Map Review, Wireframe Review • Navigation Standards Page 31 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 9: Terms and Billable Activities Proiect Management Project Management consists of four key life cycles: Initiation, Planning, Execution and Closure. Key activities included in project management are: Initiation: Develop a Business Case or Feasibility Study, Project Meeting, Perform Phase Review Planning: Create a Project Plan, Create a Resource Plan, Create a Quality Plan, Create a Risk Plan, Create an Acceptance Plan, Create a Communications Plan, Create a Statement of Work, Create a Work Order (Change Request), and Perform Phase Review Execution: Build Deliverables, Monitor and Control, Perform Phase Review Closure: Perform Project Closure, After Action Review Typical Activities: Project meetings with client and Squarei staff, project meetings between Squarei staff members, project reviews, budget planning and review, design reviews, development reviews, after action reviews, project portal configuration and management, 3'd party product evaluation, communications, meeting documentation, project status reporting. Systems Analysis Domain Analysis: Investigating the 'domain' of the software, gather requirements from subject matter experts and understanding what is being said by these people. Typical Activities: Requirements gathering, definition of scope, diagramming, use case definition, usability requirements definition, scalability requirements gathering, research, data analysis, review & planning competitive analysis, comparative analysis. Design Website and Software Design: The process of conceptualizing, planning, modeling, and executing delivery of content and functionality. Typically, graphic design is a key component of website and software design but it is important to consider and evaluate design for accessibility. Typical Activities: Graphic design, mockups, review & planning, persona development, navigation development, comparative analysis, research, creative brainstorming, meetings. Programming/Development Coding: Developing the application code, objects, database structures, web services, etc. Testing: Building unit tests, testing functional units, systems testing. Maintenance: Maintaining and enhancing software to cope with newly discovered problems or new requirements. Page 32 of 37 RFP 7344 Natural Areas Software 3/16/2012 Typical Activities: Software development, report development, review & planning, coding, test harness development, testing, review, research, installation/setup, release planning/deliver, documentation. System Architecture System architecture: Systems architecture refers to an abstract representation of that system. Architecture is concerned with making sure the software system will meet the requirements of the product, as well as ensuring that future requirements can be addressed. The architecture step also addresses interfaces between the software system and other software products, as well as the underlying hardware or the host operating system. In addition, certain high level fundamentals defined in Programming/Development are included as software architecture. Typical Activities: Information architecture design, research, use case evaluation, planning, patterns and practices mapping, diagramming, object modeling, database design and planning, code template development, review & planning, communications framework development, 3`d party tools testing. Copywriting / Content Development Copywriting / Content Development: The art of creating meaning through words Typical Activities: Writing, editing, research, persona development, review and planning, typography evaluation, layout. System Setup and Configuration System Setup and Configuration: The process of setting up and configuring different environments for testing and ongoing development. Typical Activities: Software installation, system troubleshooting, research, etc... Support Support: Systems support traditionally becomes active after a system has been released to the production environment. Support includes work items related to transaction analysis, troubleshooting, small bug fixes, system configuration, research and ongoing help/training. Typical Activities: Phone support, data analysis, functional troubleshooting, database optimization, maintenance, etc... Page 33 of 37 RFP 7344 Natural Areas Software 3/16/2012 Addendum 10: Support Agreement The following is a Software Support Agreement between the City of Fort Collins ('Client') and Squarei Technologies ('Squarei'). The term 'Software' as used in this agreement means: Natural Areas Software Web Application 1. SUPPORT Squarei will establish and maintain an organization and process to provide support for the Software to Client. Support shall include (i) diagnosis of problems or performance deficiencies of the Software and (ii) a resolution of the problem or performance deficiencies of the Software. Squarei will provide telephone software support on a business day basis. Business day is defined as 9:00 AM through 5:00 PM mountain standard time, excluding holidays and weekends. Squarei will use its best efforts to cure, as described below, reported and reproducible errors in the Software. Squarei utilizes the following four (4) severity levels to categorize reported problems: SEVERITY 1 CRITICAL BUSINESS IMPACT The impact of the reported deficiency is such that the Client is unable to either use the Software or reasonably continue work using the Software. Squarei will commence work on resolving the deficiency within two (2) hours of notification and will engage staff during business hours until an acceptable resolution is achieved. SEVERITY 2 SIGNIFICANT BUSINESS IMPACT Important features of the Software are not working properly and there are no acceptable, alternative solutions. While other areas of the Software are not impacted, the reported deficiency has created a significant, negative impact on the Client's productivity or service level. Squarei will commence work on resolving the deficiency within four (4) hours of notification and will engage staff during business hours until an acceptable resolution is achieved. SEVERITY 3 SOME BUSINESS IMPACT Important features of the Software are unavailable, but an alternative solution is available or non -essential features of the Software are unavailable with no alternative solution. The Client impact, regardless of product usage, is minimal loss of operational functionality or implementation resources. Squarei will commence work on resolving the deficiency within two (2) business day of notification and will engage staff during business hours until an acceptable resolution is achieved. SEVERITY 4 MINIMAL BUSINESS IMPACT Client submits a Software information request, software enhancement or documentation clarification which has no operational impact. The implementation or use of the Software by the Client is continuing and there is no negative impact on productivity. Squarei will provide an initial response regarding the request within one (1) business week. This agreement is not intended as a consulting agreement for Client services. With respect to severity one (1) reported deficiencies, Squarei may, with the concurrence of the Client, elect to send senior support or Page 34 of 37 RFP 7344 Natural Areas Software 3/16/2012 development staff to the Client location to accelerate problem resolution. Client will be responsible for the costs associated with this escalated problem resolution and agrees to pay reasonable travel and lodging expenses in addition to Squarei's standard consulting rates. Travel time will be charged at consulting rates. 2. DEVELOPMENT & TEST ENVIRONMENTS During the term of this agreement, Squarei will maintain the appropriate development and test environments thereby allowing Squarei engineers to quickly respond to issues, test, troubleshoot, and ramp into project development / enhancements when required. These environments are typically maintained on Squarei hardware. 3. SOFTWARE SUPPORT & MAINTENANCE During the term of this agreement, Squarei will provide the Client with patches, updates, releases and new versions of the Software along with other generally available technical material. Systems support and maintenance become active after a system has been released to the production environment. All patches, updates, release and new versions shall be subject to any license agreement related to the Software. Support and maintenance include: 1. Patches due to changes to the current operating system. 2. Patches due to changes in the current core development framework (.Net, MVC, Entity Framework, JavaScript). 3. Troubleshooting issues with data in the production application. 4. Troubleshooting issues with bugs in the production application. 5. System configuration. 6. Database administration and maintenance activities (ex. re -build indexes, update statistics, managing archives). 7. Maintaining test and development software support environments. 8. Maintaining and licensing all software required by the application development process. 4. ENHANCEMENTS & OTHER SERVICES Enhancements and other services are not included as a part of this agreement. The agreement does however, establish enhancement pricing at $105/hour, for one year from the date of the Software Support Agreement. Enhancements and other services include: 1. Adjustments to production application functionality 2. Training 3. Development of new features 4. Development of new reports 5. Design adjustments 6. Data structure modifications 7. Data migration 8. Data conversion 9. Systems analysis Page 35 of 37 RFP 7344 Natural Areas Software 3/16/2012 10. Requirements planning 11. Additional documentation 12. Migration to new hardware 13. Migration to new hosting provider 14. Adjustments required to move to new hosting provider Squarei will undertake all reasonable efforts to provide technical assistance under this agreement and to rectify or provide solutions to problems where the Software does not function as agreed to or as described in the Software documentation, but Squarei does not guarantee that the problems will be solved or that any item will be error -free. This agreement is only applicable to Squarei Software running under the certified environments specified in the release notes for that product. Squarei will provide the Client with substantially the same level of service throughout the term of this agreement. Squarei may from time to time, however, discontinue Software products or versions and stop supporting Software products or versions one year after discontinuance, or otherwise discontinue any support service. THE FOLLOWING WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES, CONDITIONS OR PROMISES TO CLIENT OR ANY THIRD PARTY, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR ARISING BY STATUE, LAW, COURSE OF DEALING, CUSTOM AND PRACTICE OR TRADE USAGE EXCEPT AS PROVIDED ABOVE, THE SERVICES AND MAINTENANCE ARE PROVIDES 'AS IS'. Squarei is not liable for incidental, special or consequential damages for any reason (including loss of data or other business or property damage), even if foreseeable or if Client has advised of such a claim. Squarei's liability shall not exceed the fees that Client has paid under this agreement. Client agrees that the pricing for the services would be substantially higher but for these limitations. 6. TERM This agreement shall start on the date stated in the 'Contract Terms' below. This agreement shall run for a period of one (1) year from the Effective Date and shall automatically renew for consecutive one (1) year periods unless either party provides written notice of termination within sixty (60) days prior to the anniversary date of the Effective Date. Payment for each renewal term shall be due on the renewal date at the current rates for support of the Software. This agreement may be terminated for non-payment or material breach. Fees paid or due are non-refundable unless Squarei has materially breached this agreement and has failed to cure the breach after 30 days written notice. 7. GENERAL a. Each party acknowledges that it has read this Agreement; they understand the agreement and agree to be bound by its terms. Further, both parties agree that this is the complete and exclusive statement of the Agreement between the parties, which supersedes and merges all prior proposals, understandings and all other agreements, oral and written, between the parties relating to this Agreement. This Agreement may not be modified or altered except by written instrument duly executed by both parties. The Software and the use thereof are subject to the license agreement related to the Software. Page 36 of 37 RFP 7344 Natural Areas Software 3/16/2012 b. Times by which Squarei will perform under this agreement shall be postponed automatically to the extent that we are prevented from meeting them by causes beyond reasonable control. c. This agreement and performance hereunder shall be governed by the laws of the State of Colorado. Venue shall be in Larimer County, Colorado. d. No action, regardless of form, arising out of this Agreement may be brought by Client more than one (1) year after the cause of action has arisen. e. If any provision of this Agreement is invalid under any applicable statute or rule of law, it is to that extent, deemed to be omitted. f. The prevailing party in any action related to this agreement shall have the right to recover its reasonable expenses including attorney's fees. 8. FEES & SCHEDULE Squarei will provide software support services on an annual basis: An annual review of this agreement will be performed and the appropriate contractual adjustments will be made. Client will pay to Squarei a Support fee of $2,040 per month or $24,480 per.calendar year. Amount will be pro- rated from the production release date 9. CONTRACT TERMS In the event of purchaser cancellation of this assignment, purchaser shall pay for expenses and work completed as of the cancellation date. This agreement is entered into on this _ Day of , in the State of Colorado. X1 David Kent Bejcek President/CEO Squarei Technologies Inc X Page 37 of 37 RFP 7344 Natural Areas Software 3/16/2012 Company History Squarei Technologies, Inc was founded in 1996. We provide cost effective, user friendly application and design solutions ranging from interactive Internet applications to database driven business process and information tracking systems. bur areas of expertise include web application .'and content management systems, project management solutions, business process automation and database driven applications as well as e-business solutions, Flash websites, customized e-mail generation, and customer service tracking to increase your revenues. Our customer -centered approach, ability to listen and a wealth of experience in custom software development are what make us different. We work with you to determine your needs, establish your goals and offer a strategy that is rooted in your unique business, not just technology. Years of industry experience allow us to implement the best possible technology solutions as determined by your business requirements. We believe that every project must begin with a total understanding of the project purpose and goals. We develop software applications using industry standard technologies, techniques and architecture, planning for future development and scalability as business needs dictate. Location Fort Collins, Colorado — Headquarters 1315 Oakridge Drive, Ste 100 Fort Collins, CO 80525 Office: 970-377-0077 Fax: 970-377-8488 Website: www.squarei.com Qualifications Our staff has been designated as professionals in the field through certification and long term commitments to the technology community both locally and nationally. We have renowned software architects and developers on staff having developed over 80 highly complex systems in the past 15 years. See addendum for professional profiles. Page 4 of 37 RFP 7344 Natural Areas Software 3/16/2012 Development Plan Scope of Work & Deliverables Squarei Technologies proposes to develop a comprehensive Natural Areas web application for The City of Fort Collins — Natural Areas Department (CFC). After our initial review of the RFP we have a basic understand of the requirements. Further scoping will be required and we will undoubtedly go through several iterations before the specification is finalized. Specification Refinement We will work with your staff to ensure we fully understand all of the requirements and will present designs and functional elements for you to review. After the design is accepted, prototypes of the primary functionality and web pages will be developed to ensure that all content, fields and functionality are present and their usability is addressed. During this stage you will have the opportunity to refine the requirements as well as address any navigation or process flow issues. Upon acceptance, development of working applications and web pages will begin using the prototypes as the final requirements documentation in conjunction with any supporting written materials or diagrams. The following is a brief description of each component. User Interface Design The user interface design and site navigation will allow users to find and easily manipulate information for which they have the appropriate rights. ,We continually examine the latest similar best of breed web applications (examples: SalesForce.com, TurboTax.com, eHarmony.com, Facebook.com, etc...) and use time tested industry standards when designing the navigation, look, and feel. Website design has several key considerations: • Consistency across all websites and marketing collateral. • Ease in adding and removing content and navigation. • Navigation that is simple and straight forward as possible while complex enough to support the inevitable changes that occur. • Too much information on a single page overwhelms end users; proper use of imagery and white space is critical. Mobile Devices — HTML 5 Mobile development is currently a moving target and requires a plan for the devices on which you optimize. Currently the highest market share devices are the Apple iPad, Apple iPhone, and myriad of Android options. All of these come with varying capabilities, screen resolutions and unique requirements. Page 5 of 37 RFP 7344 Natural Areas Software 3/16/2012 While we are not developing the application for a specific mobile device we will use HTML5 and CSS best practices to allow for targeting devices via media queries. The initial iteration of the application will work on many mobile devices but will not be specifically designed for a specific device. Work Plan Services will include the following: • Project Kickoff Meeting a. Introduction of project teams b. Role definitions c. Identify key contact points d. Discussion i. Initiative Goals and Objectives Analysis ii. Systems Analysis and Design (Discovery) iii. Content Inventory & Functional Requirements • Conceptual Review and Requirements Analysis a. We will work with your staff to ensure we fully understand all of the requirements and will present designs and the functional elements for review and approval. After the design is accepted, prototypes of the primary web pages will be developed to ensure that all content, fields and functionality are present and their usability is addressed. During this stage your staff will have the opportunity to refine requirements as well as address any navigation or process flow issues. Upon acceptance, development of working applications and web pages will begin using the prototypes as the final requirements documentation in conjunction with any supporting written materials or diagrams. b. Define requirements with project and user team to develop and implement a standard user- friendly interface. c. Define set of tools for user interface (MVC/AJAX/HTML5/etc...). d. Develop and implement regular exception and tracking reports. • Development a. Our development methodology calls for putting discreet units of software in front of our clients as soon as possible and at regularly scheduled intervals. b. Process Steps i. Mockup user interface ii. Mockup review and adjustments iii. Database design iv. Application coding and development v. Alpha Release vi. Iterate over steps i 4 v until functionally complete vii. Adjustments and Systems Testing viii. Beta Release ix. Adjustments and Testing x. Production Release Page 6 of 37 RFP 7344 Natural Areas Software 3/16/2012 • Project Management a. We will establish regular project management meetings and throughout the project will meet and deliver project status reports. b. Project management includes the following activities: Project meetings with client and Squarei staff, project meetings between Squarei staff members, project reviews, budget planning and review, design reviews, development reviews, after action reviews, project portal configuration and management, 3rd party product evaluation, communications, meeting documentation. • Project Closeout Meeting a. A closeout meeting is held to formally closeout the project with the team. b. Identify the roles of responsibility for ongoing maintenance c. Identify future work d. Capture "lessons learned" • On -going Maintenance and Support Cutover Strategy Based on the level of detail in the RFP and our limited knowledge of the current systems it is difficult if not impossible to deliver a comprehensive cutover strategy. In general when transitioning from one system to another the best plan is to minimize risk by phasing the transition. In this case it may be possible and preferred to move one system at a time. Page 7 of 37 RFP 7344 Natural Areas Software 3/16/2012 Quality Assurance and Testing; During the development process, Squarei will post the application to a test domain, database server, and application server. Your staff will have the opportunity to test, examine, and evaluate the work product. Following approval, Squarei will deliver and work with your staff to deploy to the appropriate production environment. We will not be building automated testing as a part of this development. All testing will be done manually. Client Deliverables Your organization will provide Squarei with the following: Content - Complete written content as desired for any content area, page, screen, instruction and/or help text described above. All text should be thoroughly edited for spelling, typographical, and grammatical errors. All content to be provided in electronic format. Discovery - To complete the project on time and within budget Squarei will work with your staff to fully understand the final requirement details. Your staff will need to be available to devote significant time towards this effort. Testing - Upon completion of the initial design cycle, Squarei will post the website to a test domain. Your personnel will have the opportunity to test, examine, and proofread the site. Following approval, Squarei will post the site to the domain provided for access. Sign offs — client will sign off on the following elements as they are completed. Design — basic layout for each of the pages, navigation, and graphic images to be used throughout the site. Static Content — final proofreading of all static content. Dynamic Content — setup and configuration of options and lists. Functionality — final testing of the application. Page 8 of 3 RFP 7344 Natural Areas Software 3/16/2012 Technology & Software Environment and Too The primary development toolset will include. • Photoshop, Fireworks • Browser Support — IE8 and up, Firefox, Google Chrome, Safari • Development IDE: Visual Studio 2010 • Language: Microsoft .Net C# (c-sharp) • Markup: HTML5 • Architecture: MVC, Entity Framework, and LINQ • Database: Microsoft SQL Server 2008 Hosting The solution can be hosted by CFC internal information technology department or at 3'd party hosting vendor. There are many third party hosting solutions. We recommend and regularly use the Windows Azure Cloud Platform (http://www.microsoft.com/windowsazure/) and have provided a cost estimate based on using and deploying to this platform. Support Plan Please see Addendum for a sample of our standard Support Agreement. Page 9 of 37