901199 Addendum3 Dashboard Imp - Alameda County...

COUNTY OF ALAMEDAADDENDUM No. 3

to

RFP No. 901199

for

Dashboard Implementation ProjectSpecification Clarification/Modification and Recap of the Networking/Bidders Conferences

Held on August 21, 2014 and August 22, 2014

This County of Alameda, General Services Agency (GSA), RFP Addendum has been electronically issued to potential bidders via e-mail. E-mail addresses used are those in the County’s Small Local Emerging Business (SLEB) Vendor Database or from other sources. If you have registered or are certified as a SLEB, please ensure that the complete and accurate e-mail address is noted and kept updated in the SLEB Vendor Database. This RFP Addendum will also be posted on the GSA Contracting Opportunities website located at http://www.acgov.org/gsa/purchasing/bid_content/ContractOpportunities.jsp.

PLEASE NOTE:

BIDDERS MUST USE THE ATTACHED REVISED EXHIBIT A – BID RESPONSE PACKET WHEN SUBMITTING THEIR BID RESPONSE.

THE NEW BID RESPONSE DUE DATE IS OCTOBER 28, 2014.

Alameda County is committed to reducing environmental impacts across our entire supply chain. If printing this document, please print only what you need, print double-sided, and use recycled-content paper.

1401 Lakeside Drive, Suite 907 Oakland, CA 94612Phone: 510-208-9600 Website: http://www.acgov.org/gsa/departments/purchasing/

Rev 2012-11-02

http://www.acgov.org/gsa/departments/purchasing/

http://www.acgov.org/gsa/purchasing/bid_content/ContractOpportunities.jsp

County of Alameda, General Services Agency – Procurement & Support ServicesRFP No. 901199, Addendum No. 3

The following Sections have been modified to read as shown below. Changes made to the original RFP document are in bold print and highlighted, and deletions made have a strike through.

Page 9-10 of the RFP, CALENDER OF EVENTS, has been modified as follows:

II. CALENDAR OF EVENTS

EVENT DATE/LOCATIONRequest Issued August 4, 2014 Written Questions Due by 5:00 p.m. on August 22, 2014

Networking/Bidders Conference #1 August 21, 2014 at 2:00 p.m.

at: General Services Agency11th Floor, Room 11071401 Lakeside DriveOakland, CA 94612

Networking/Bidders Conference #2 August 22, 2014 at 10:00 a.m.

at: Public Works AgencyConference Room 4054825 Gleason DriveDublin, CA 94568

Addendum No. 1 Issued September 5, 2014 September 12, 2014Addendum No. 2 Issued September 26, 2014 September 30, 2014Addendum No. 3 Issued October 6, 2014 October 14, 2014Response Due October 20, 2014 October 28, 2014 by 2:00 p.m. Evaluation Period October 20, 2014 – November 21, 2014 October 28, 2014 –

November 26, 2014Vendor Interviews November 13-14, 2014 November 20-21, 2014Board Letter Recommending Award Issued

November 18, 2014 December 2, 2014

Board Consideration Award Date December 2, 2014 December 16, 2014

Contract Start Date December 8, 2014 December 22, 2014

Note: Award and start dates are approximate.

RFP No. 901199, Addendum No. 3 Page 2


Page 13 of the RFP, COUNTY PROCEDURES, TERMS, AND CONDITIONS, has been modified as follows:

The Evaluation Criteria and their respective weights are as follows:

Evaluation Criteria WeightA. Completeness of Response:

Responses to this RFP must be complete. Responses that do not include the proposal content requirements identified within this RFP and subsequent Addenda and do not address each of the items listed below will be considered incomplete, be rated a Fail in the Evaluation Criteria and will receive no further consideration.

Responses that are rated a Fail and are not considered may be picked up at the delivery location within 14 calendar days of contract award and/or the completion of the competitive process. Pass/FailFinancial Stability (See Exhibit A – Bid Response Packet) Pass/FailDebarment and Suspension:Bidders, its principal and named subcontractors are not identified on the list of Federally debarred, suspended or other excluded parties located at www.sam.gov. Pass/Fail

Responses to Questions

Q1) Is it required that work be completed on-site? Will remote access be provided to all Contractors involved in this project? Can the work be done off-shore?

) Work does not have to be completed on-site; however, it is preferred to be completed on-site. Remote access will be provided and remote work is acceptable when necessary. The work may be done off-shore.

Q2) Are there any security issues around the data and/or issues around the fact that there will be access of the data off-shore?

) There is personal identifiable data but it is not the sum total of the data. If there are policies that prevent using off-shore with a certain type of data then the County would not allow that work to be done off-shore.

Q3) In the proposal, is it expected to give the County what the Contractor requires from the County’s site as well as resources in order for the project to be implemented?

) Yes, the proposal shall include what the Contractor requires from the County’s site as well as the resources for the project implementation.


http://www.sam.gov/


Q4) Who will be involved in this project from the County side?) A Project Manager and all developers associated with the legacy Data Warehouse team

from the County will be involved in this project.

Q5) Has the County engaged any vendor to prepare this RFP?) The County has not engaged any vendor to prepare this RFP.

Q6) In regards to the resources and personnel needed from the County, is the cost of the personnel needed for the project part of the cost? If no, would the bidder just have to state what personnel would be needed (how many staff, what type etc.)?

) No, it is not part of the cost of the project. Yes, the bidder shall include what personnel would be needed in their proposal.

Q7) Will the County provide facilities space and/or equipment for required on-site resources?) Yes, the County will provide the facilities space and equipment required on-site.

Q8) Does the County of Alameda have any particular technology in mind?) The County does not have any particular technology in mind. The technology will have to

integrate with the existing Business Intelligence Reporting system.

Q9) Does the County envision Environmental Systems Research Institute (ESRI) integration?) Yes, ESRI integration is required.

Q10) Is the bidder restricted on recommending only one (1) technology to the County? Can more than one (1) option be given?

) A bidder is not restricted to recommending only one (1) technology, more than one (1) option can be proposed. A single tool solution would be ideal; however, the solution may be a suite of tools.

Q11) Does the County have any particular software in mind?) No, the County does not have any particular software in mind.

Q12) Is software licensing part of the proposal?) Yes, software licensing is part of the proposal.

Q13) Will there be a variety of user types and roles within the population of the 200 licenses? Is

there an exact breakdown? ) Yes, there will be a variety of user types and roles within the population of the 200

licenses. The breakdown will vary on the implementation.

Q14) Is there a current incumbent? If yes, are they eligible to bid on this scope of work?) No, the County currently uses an in-house solution, Cognos.



Q15) In regards to the tools and the reports the County is delivering now, was that work done through a vendor contract? If yes, what vendors were involved?

) Some tools and reports were done through a vendor contract, which involved IBM.

Q16) Has the County sought help in the past or present from any consultant on any part of this project?

) Yes, in the past the County has sought help from a consultant.

Q17) Can the County list the levels of accessibility to the Dashboard? ) The accessibility standards for browser – consumable reports should conform to current

W3C standards of accessibility whenever appropriate.

Q18) What will be the maximum number of concurrent users on the system at one time? ) There will be no more than 200 users on the system at one time.

Q19) Will the Contractor get access to the database?) Yes, the Contractor will have access to the database.

Q20) What kind of analytic procedures would the County like to implement?) The procedures for analytic reporting will be established with the awarded Contractor.

Q21) Does this project require to bring in new subject area and integrate it into your existing Data Warehouse or would the dashboard creator be on top of the existing Data Warehouse itself?

) The solution should support both options.

Q22) In terms of source systems, what data quality and cleansing would be required when processing the data and bringing it into the warehouse?

) Data quality and cleansing standards will be respective of individual reporting/ dashboarding requirements. Depending on the reporting requirement, data cleansing can be as simple as scrubbing foreign characters or requirements may state source date may need to be resolved to refine results or relationships established to expand results.

Q23) What vendor implemented the County’s existing Data Warehouse?) IBM implemented the County’s existing Data Warehouse.

Q24) When was the County’s Data Warehouse implemented?) The County’s Data Warehouse was implemented in 2009.

Q25) Is any vendor providing support for the Data Warehouse currently?) IBM is currently providing support for the Data Warehouse.



Q26) Does the County consider the existing Data Warehouse implementation successful?) Yes, the County considers the existing Data Warehouse implementation successful.

Q27) Would data be pulled from other sources other than the County’s Data Warehouse? If yes, how many systems would data be pulled from? What are the different types of data sources for each (e.g. Oracle, excel, SQL Server)?

) Yes, the Data Warehouse is not the sole repository. There could be up to 50 systems depending on how the word system is defined. The County has four (4) case management systems within the Social Services Agency plus numerous smaller web applications and databases that capture information that people want to see on their dashboard. Currently data is pulled from Oracle, DB2, SQL server and many legacy data sources and applications including MS Acces, Excel and Word; SPSS and Business Objects.

Q28) How many files or tables in each data source will the Contractor have to access/pull the information for reporting purpose?

) The Contractor will have access to all relevant files and/or tables necessary for individual reporting requirements.

Q29) Does the County anticipate the need to bring in additional information to the data warehouse? If yes, how many systems and tables need to be added to the data warehouse?

) The number of systems and tables would vary according to the reports/dashboard that have been deemed as priority requests.

Q30) Is there a dedicated data quality tool that would be required?) There is not any one (1) specific dedicated data quality tool required as there are

numerous ETL processes that are supported by the Data Warehouse. If there is one (1) dedicated data quality tool, that would be ideal.

Q31) Does the County currently have an extract, transform, and load (ETL) tool that is currently being used? Is the County only leveraging that tool or does the County want the Contractor to provide an ETL tool?

) Yes, the County currently has a variety of ETL tools that will be encouraged to be used. Contractor can leverage legacy ETL tools or provide a tool if legacy tools are determined to be insufficient for the requirements of the respective report requests.

Q32) What extract, transform, and load (ETL) and reporting tools does the County use today relative to their existing reporting applications?

) The County currently uses Talend, IBM Data Stage, and numerous home-grown processes.

Q33) What reporting tool and ETL tool were used to display the information from the warehouse?



) The County currently uses Talend, IBM Data Stage, and numerous home-grown processes and the legacy reporting tool is Cognos.

Q34) Will the Contractor have access to use an ETL tool or scripts to address any changes spawned out of data model design changes?

) Yes, the Contractor will have access to use an ETL tool or scripts.

Q35) Is ETL from various sources a requirement? If the Contractor can actually consume data from the sources directly is it part of the County’s strategy to get a copy of the data that exists and consolidating it in the County’s Data Warehouse?

) That would depend but is not mandatory, if there is a way to get the data as is and there is no need for the data to be transformed or cleansed in any way shape or form that would be okay.

Q36) Does the County have dedicated ETL staff that the Contractor would be able to leverage? Would that staff be part of the organizational chart?

) Yes, the County has ETL staff and the staff will be part of the organizational chart.

Q37) Is there a required database license to hold the extracted data or would a Contractor use the existing licenses?

) Existing licenses will be used.

Q38) In terms of the database platform and the reporting layer, what is the utilization of the current environment? Is the County expecting that the Contractor would be looking into scalability and managing for the current platforms as part of the first year?

) Current database platforms and reporting layers are used heavily in the current environment and are to be used when appropriate by the Contractor.

Q39) In regards to the database and reporting layers, would there be any database modeling? Would there be any ingestion of flat files? Is there any need of transforming?

) Flat files would not have to be dimensionally modeled they will be modeled at the reporting layer. No database modeling is being anticipated nor is the ingesting of flat files. The County would prefer not to transform if the use case allows for that.

Q40) If a flat file is picked up it can be used as is only for any business intelligent tool, but if there is an opportunity for conforming the data, which will help the repository, is the County open to that?

) Yes, the County is open to conforming the data.

Q41) What is the type of data involved in this project?) There are a myriad of data types that will be used in the project; Contractor tool should

be scalable to that effect.



Q42) What is the size of data involved in this project?) There are a myriad of data sizes that will be used in the project; Contractor tool should be

scalable to that effect.

Q43) Are the data sources from the web application? Is there an online or offline solution or both?

) Both, there are an online and offline solution.

Q44) Is the County interested in the solution to be on premise or for the solution to be a cloud solution, where multiple agencies at multiple locations are able to access information from the cloud?

) The solution shall be on premises.

Q45) What would be the time duration to the access of the data source and the report?) The duration to the access of the date source and the report are dependent on scope of

the respective report.

Q46) Is the data that will be included in the Dashboard solution available electronically within the County network? Does the County anticipate to pull from external sources outside the County network?

) Data is available from within the County network; no external sources will be used.

Q47) Does the County intend to build a new data mart for this project?) If the bidder’s scope of effort requires the construction of a data mart, a data mart will be

built.

Q48) Do you have an existing data governing structure (e.g., Who controls the data on a departmental level? Who is responsible for what?)? Or, is the County looking for the Contractor to specify one? Does that include change management?

) The County’s existing data governance structure will be used. The existing data governance structure will be discussed with the Contractor.

Q49) Would the County be open to completing the outline scope of work in a timeframe of under a year?

) Yes, the County would be open to completing the outline scope of work in a timeframe of under a year.

Q50) Does the County have a current budget? If yes, is there an amount that cannot be exceeded?

) The County has earmarked what it believes to be adequate funding for the scope of this project but is not disclosing the dollar amount. Instead, bidders must include a budget for the services, software/hardware they propose in response to the RFP. The County



Selection Committee will consider the merits of bidders’ proposed budgets as part of the proposal review and rating process.

Q51) Does this project require a Board of Supervisors approved budget? If yes, has that been approved?

) The budget or dollars to fund this project were allocated as part of the Social Services Agency’s fiscal year 2014/2015 budgeting process and those funds are ready for immediate use. As part of Alameda County’s budgeting process, all County agencies’ budgets must be approved by the Board of Supervisors (BOS) and the BOS has approved the County’s budget for this fiscal year. So, it is correct to state that the BOS has approved funds for this project. The BOS must also approve any new contract(s) awarded as a result of this RFP process.

Q52) Is the budget based on previous estimates or is that just a complete sample? ) The budget is a sample.

Q53) Is the County receiving Federal Funding for the project? If yes, are there any requirements placed upon the Contractor in terms of reporting to the Federal Agency? What are the tracking methods that will be used?

) Yes, the County is receiving federal funding for this project, however, the successful bidder will not be required to submit reports to the federal funding agency. Project funds and expenditures for this project will be tracked via invoices, the Social Services Agency’s Contracts Administration System (CAS), and the County’s Auditor-Controller’s Office automated accounting and auditing systems.

Q54) What are the minimum hardware specifications?) The minimum hardware specifications are as follows:

IBM System x3650 M3 Intel Xeon Processor X5680 6C 3.33GHz 12MB Cache 1333MHz 130w 192GB (24x8GB, 2Rx4, 1.5V) PC3-10600 CL9 ECC DDR3 1333MHz LP RDIMM

Q55) Is the County looking for hardware sizing beyond the software? Is the hardware totally excluded and the County will do that on their own?

) The County will provide all necessary hardware.

Q56) Would the County like the Contractor to make hardware recommendations? If yes, would that include the architecture?

) Yes, the Contractor shall provide information around what the Contractor’s solution needs and the system requirements.

Q57) Has the County evaluated any software for reporting?) The County has evaluated Cognos.



Q58) Does the County have any sample reports?) Yes, the County has sample reports. The sample reports will be provided to the awarded

Contractor if needed.

Q59) How many reports does the County anticipate to be created as part of this project?) The number of reports shall be determined by prioritization efforts during the project.

Q60) What are the elements required in the Dashboard system?) Bidder shall articulate the elements provided by their solution that fall outside of what is

listed in the general language of the RFP.

Q61) How many graphs does the County intend to have in the dashboard?) The number of graphs shall be determined by prioritization efforts during the project.

Q62) Does the County want custom options for the elements during creation and configuration of the required Dashboards?

) Custom options shall be determined by prioritization efforts during the project.

Q63) How frequently will the County be using the Dashboards Services? How many users or operators will be accessing to it?

) Dashboards could be used 24x7; system should support up to 200 concurrent users.

Q64) Has a vendor demonstrated any dashboard tools? If yes, which software did they use?) The County has seen demonstrations of Cognos and DigDash.

Q65) What kind of hybrid reports, electronic tools, and analysis are used to measure the success operationally and analytically?

) The County currently uses Cognos to measure analytical and operational success.

Q66) Does the County want the current status of the report for all four (4) departments at the same time? After the report is generated, does the County wish to compare or conduct further analysis?

) Dashboards used by Executive staff would call for the current status of all four (4) departments at the same time. Yes, subsequent analysis may be desired based off the current report or dashboard.

Q67) Is there any previous analytical tool used? Is yes, which tool has been used?) The currently analytical tool is Cognos.

Q68) Is this project going to be led by the Chief Information Officer or Information Technology Director (CIO/IT)?

) This project will be led by Social Services Agency Information Services Division.



Q69) Is the Agency’s Program Evaluation and Research Unit (PERU) and the Social Services Integrated Reporting System (SSIRS) providing an event-processing server to provide real-time alerting and event monitoring?

) Real-time alerts / event monitoring will not be required. Analytical reporting will not call for real-time alerts and operation reporting will be constrained by the frequency of the source systems being reported off of currently one (1) day behind real time.

Q70) Do up to date logical and physical models exist of SSIRS and PERU?) SSIRS and PERU are units of personnel within the Social Services Agency that process data

requests as well as provide operational and analytical reporting for Agency use.

Q71) Is the interest on visual geography analysis, since PERU and SSIRS systems produce Geographic Information System (GIS) reports?

) Yes, the interest is on visual geography analysis.

Q72) Does the County expect the Contractor to model and integrate the SSIRS Data Warehouse with the PERU data?

) If the reporting requirements call for data spanning across the two (2) units the solution will need to aggregate that data and model it for reporting.

Q73) Is the expectation to update the existing SSIRS model based on the finding of the requirements sessions?

) The findings of the requirements sessions will determine the data models.

Q74) What is the size estimate of the County’s SSIRS data warehouse(s) including the number of tables it may contain?

) The County’s estimated total is 1,200 tables and 6.3 billion rows of data.

Q75) Page 4 of the RFP, Section B (SCOPE), states:Alameda County Social Services Agency (SSA) understands the need for metrics to measure the amount of success it’s having in fulfilling its mission, “To promote the economic social well-being of individuals, families, neighborhoods and communities.” To this end, SSA is seeking dashboard services to create operational and analytical dashboards. The analytical dashboards will allow the Agency to view its progress over time longitudinally at a glance, and the operational dashboards will give staff, from Agency Executives to individual caseworkers, the answer to the question: “How am I doing?”

What does the County mean by “I” in the statement, “How am I doing?” Does the County have current performance measurements in place?

) “I” means staff, from Agency Executives to individual caseworkers. Current measurements are in place in report format, report and dashboard formats, and in some instances, not at all in some instances.



Q76) Does the County have current performance measure at all the levels?) Yes, they could be expanded and enhanced.

Q77) Does the County expect the users to be able to change and edit the visualization and thresholds of the dashboard?

) This is not a requirement, but if it is possible and within the scope of work that would be desirable.

Q78) As stated at the bidders conference, a lot of the reports are based on regulations given from the State and Federal level which change, is the County looking for a more flexible field?

) Yes, the County is looking for a more flexible field.

Q79) In regards in the interest of obtaining a flexible tool, are there other tools the County is using that they would like to improve?

) The County primarily uses Cognos and all types of business objects. For example, IBM SPSS Statistics is used for analysis. The County is looking to improve all tools where available.

Q80) What version of Cognos does the County have?) The current version of Cognos is 10.2.

Q81) Assuming that Cognos Framework Manager Models is the major source for reporting, what is the number of models the County has? Are they relational models? Dimensional models? Is the County using any other Cognos tools such as Powerplay?

) DB2 is the current major source for reporting, with numerous relational and dimensional models in place. The County is not using Powerplay.

Q82) How many Cognos Framework Manager Models use tables from the SSIRS data warehouse as the exclusive data source? What is the total number of Cognos Framework Manager Models using any data source?

) The provided solution should be able to report off of any number of Cognos FM Models if necessary.

Q83) What is the number of Cognos Transformer Models that use tables from the SSIRS data warehouse as the exclusive data source? What is the total number of Cognos Transformer Models using any data source?

) The provided solution should be able to report off of any number of Cognos Transformer Models if necessary.

Q84) Does the County still expect to use Cognos or will that change during the selection of the Contractor?

) The County still intends to use Cognos in addition to the Contractor’s solution.



Q85) Page 4 of the RFP, Section B (SCOPE), states:

Alameda County Social Services Agency (SSA) understands the need for metrics to measure the amount of success it’s having in fulfilling its mission, “To promote the economic social well-being of individuals, families, neighborhoods and communities.” To this end, SSA is seeking dashboard services to create operational and analytical dashboards. The analytical dashboards will allow the Agency to view its progress over time longitudinally at a glance, and the operational dashboards will give staff, from Agency Executives to individual caseworkers, the answer to the question: “How am I doing?”

Is the County interested in the operational dashboards to be in real time?) Operation reporting will be constrained by the frequency of the source systems being

reported off of, currently one (1) day behind real time.

Q86) Is there any need for real time dashboards (e.g. every 5 minutes, every half hour) is this required?

) Real time dashboards will be determined by how quickly the County can bring the data in. At this point, the shortest turnaround time is a day.

Q87) What is the dashboard response time related to performance that the County of Alameda would like to see? What other performance parameters would the County want to highlight?

) Operation reporting will be constrained by the frequency of the source systems being reported off of, currently one (1) day behind real time.

Q88) Is the County interested in interactive dashboards or plain dashboards?) The County is interest in interactive dashboards.

Q89) Page 5 of the RFP, Section C (BACKGROUND), states:The Dashboards created by Contractor should be able to be sourced by a myriad of repositories, from MS Excel and Access to Enterprise databases like DB2, Oracle and SQL Server. The Dashboards may leverage existing reports and/or dashboards created by the PERU and/or SSIRS Units, or may use data obtained outside of the two Units.

How will the information quality be assured since this might create information silos? ) Information quality assurance will be established as a requirement of the respective

report/dashboard request.

Q90) Page 5 of the RFP, Section C (BACKGROUND), states:Currently, SSA’s four Departments use the Agency’s Program Evaluation and Research Unit (PERU) and the Social Services Integrated Reporting System (SSIRS) for their Operational and Analytical reporting. There are a small number of dashboards being created currently on an ad hoc basis. These dashboards should



be able to be incorporated into the Dashboard Services detailed in this RFP, or be consumable in parallel.

Is the intent of this request to have the existing dashboards recreated in the proposed solution? If yes, how many dashboards would need to be re-created? Could a sample screenshot of an existing dashboard be provided?

) Solutions should be able to be integrated with any number of existing dashboards.

Q91) Page 5 of the RFP, Section C (BACKGROUND), states:Currently, SSA’s four Departments use the Agency’s Program Evaluation and Research Unit (PERU) and the Social Services Integrated Reporting System (SSIRS) for their Operational and Analytical reporting. There are a small number of dashboards being created currently on an ad hoc basis. These dashboards should be able to be incorporated into the Dashboard Services detailed in this RFP, or be consumable in parallel.

What existing reports/dashboards are in place? What metrics are currently being tracked and reported? Which reports are produced by PERU and SSIRS respectively?

) Reports and dashboards measuring various KPIs and worker standards are currently produced by the PERU and SSIRS units.

Q92) Is the County requesting dashboards, reporting, and key performance indicators (KPI) for all four (4) departments? Is the County requesting dashboards, reporting, and KPI for each agency in that department? At what level does the County need dashboards, reporting, and KPI?

) All of the above. Levels will be determined by the prioritization review resulting from the requirements gathering sessions. This review will be held with the Contractor, key SSIRS and PERU staff and selected Department personnel.

Q93) Does the new system that will be proposed need to allow for setting of the thresholds and setting of the KPI limits? Does the solution need to be able to do performance management?

) Yes, the system needs to allow for setting of the thresholds, setting of the KPI limits, and should be able to do performance management.

Q94) Does the County have a process of change order? (For example, in the case the number of dashboards, KPI are changed, or look and field is modified)

) Change requests policies and procedures will be articulated during implementation.

Q95) What is the estimate for the number of divisions/units that are likely to have specific KPI and reporting needs? What is the average number of new and unique KPI/reports that might be needed per unit?

) Specific KPI and reporting needs shall be determined by the prioritization review resulting from the requirements gathering sessions. This review will be held with the Contractor, key SSIRS and PERU staff and selected Department personnel.



Q96) Does the County have any information that identifies the KPI, metrics, and/or reporting needs of the units and divisions of the various departments? If yes, will this information be made available to bidders of this proposal?

) This requested information will be articulated during implementation.

Q97) Does the County have any information that identifies the KPI, metrics, and/or reporting needs of the County’s agencies and CBOs? If yes, will this information be made available to bidders of this proposal?

) This requested information will be articulated during implementation.

Q98) Are dashboards that span different departments contemplated or are the dashboards more focused on each individual department?

) Both types of dashboards are being requested.

Q99) For the four (4) departments, is it safe to say that there will be five (5) to ten (10) reports for each of those four (4) departments? Is there any priority between the departments or is it an equal demand?

) The final number of reports and/or dashboards will be determined by the prioritization review resulting from the requirements gathering sessions. This review will be held with the Contractor, key SSIRS and PERU staff and selected Department personnel.

Q100) Apart from the four (4) departments is there third party data you would like to access and run reports for? If yes, what is the scope?

) Data used by partner departments may be part of the final number of reports and/or dashboards that are created. An example of a partner department is Alameda County Probation Department, who shares juvenile clients in common with the Department of Children & Family Services.

Q101) Are grid reports expected to be created? If yes, approximately how many?) The final number and type of reports and/or dashboard will be determined by the

prioritization review resulting from the requirements gathering sessions. This review will be held with the Contractor, key SSIRS and PERU staff and selected Department personnel.

Q102) Page 5 of the RFP, Section C (BACKGROUND), states:The Dashboards’ use of communicative technologies such as email would benefit the Agency’s operational needs.

Can the County elaborate on this statement?) The dashboard tool should allow for the sharing or reports and dashboards via

communicative technologies such as e-mail.

Q103) Page 8 of the RPF, Section E (SPECIFIC REQUIREMENTS), states:



The dashboard solution implemented by Contractor will need to leverage the data from PERU and SSIRS to create operational and analytical dashboards, as well as be able to be sourced from spreadsheets, lightweight and standalone databases.

What are the existing technical architecture and data model for the PERU and SSIRS solutions? In addition to SSIRS and PERU, what is the total number of types of data sources that would be expected to be included in this project?

) There are numerous types of data sources that are expected to be included. The sources that are included will be determined by the prioritization review resulting from the requirements gathering sessions.

Q104) Page 9 of the RPF, Section F (DELIVERABLES/REPORTS), item 7 states:Contractor must provide a summary document that lists and describes all system, discovery and training documentation regarding system setup, modifications and/or other changes made during implementation.

Is the County requesting for a document to be made at the end of that phase that describes what was found documenting all the systems that were determined and will be used in going forward?

) Yes, the County is requesting this document.

Q105) For the discovery process, would the Contractor have to meet with each agency to discover what their future needs are in regards to reporting and key performance indicators? If yes, does that data already exist on the County’s SSIRS Data Warehouse?

) Yes, it would be only with those agencies that SSA has partnerships with already. The data does already exist but it is not just on the Data Warehouse.

Q106) Is the County requesting for a document just at the end of the discovery phase? Is the County also requesting for a document after implementation, which includes the system requirements?

) The County is requesting for both documents, one (1) after the discovery phase and one (1) after implementation.

Q107) Is the County expecting an implementation schedule to be defined before the discovery phase? Following the discovery phase would that schedule be defined further?

) Yes, an implementation outline at the very least. The schedule should include that discovery phase and following the discovery phase it will be defined further.

Q108) During the discovery phase the Contractor may come up with identification of key performance indicators (KPI) for large numbers of groups within the four (4) departments, will there be a strategy to determine if whether any or all of those key performance indicators (KPI) and dashboards will be developed?

) Yes, there will be a strategy that would be developed and worked out with the executives of the respective departments, or upper management, who make those decisions.



Q109) If during the discovery phase the Contractor finds a performance issue, does the County expect the Contractor to provide recommendations on how that is resolved and also bid on that or would that be an internal maintenance project?

) The goal for the County would be for that to be handled internally by the County’s existing infrastructure.

Q110) For example, if the Contractor found a model that does not fit with the new solution will the County upgrade that model, as apposed of the Contractor upgrading the model?

) If the Contractor could add some efficiency into upgrading the model, the County would welcome that, otherwise the County will upgrade it.

Q111) The County wants to start with a discovery phase to find what the KPI are and enhance them, does that preclude the Contractor from doing any future phase work?

) No, everything is flexible. Certainly things down the line would need to be revisited.

Q112) Is there a security requirement of certain levels of management? Will there be people that have access to all the data while other people have specific areas they cannot see?

) Yes. That could be role based by the user.

Q113) Is there a data based security requirement?) The data based security will be discussed with the Contractor.

Q114) Does the new system need to allow for set up of goals, or would the Contractor use the goals from the existing systems? Would the goals be set by the solution?

) The goals will be set up from the requirements gathering systems held by the Contractor in which they will listen to each department’s requirements and subsequently establish KPIs.

Q115) Does the County have a requirement to display on mobile devices? IPad, android, and IPhone?

) Yes, all three (3).

Q116) How does the County see project teams collaborating on this project especially with Information Technology (IT)? Is this a collaborative effort, joint effort between IT and partnership with the vendor, or is it something else that the County had in mind?

) Yes, it is a collaborative effort.

Q117) In terms of the IT organizational structure, can the County provide an organizational chart to be used when collaborating? Could the chart include departmental size?

) Yes, a chart can be made available with the departmental size to the awarded Contractor.

Q118) Will the County provide a dedicated Project Manager that will be assigned to this project?) Yes, a dedicated Project Manager will be assigned.



Q119) Is the personnel within the departments, not IT personnel, prepared to spend some dedicated time for this project?

) Yes, they are prepared to spend dedicated time to this project.

Q120) Will all users be trained the same, or are there levels of training based upon how the users would be interacting with the data? How many individuals will require training broken down by category or user (e.g. business user, power user, and administrator user)?

) All users will not be trained the same. Training would be based upon the interaction with the data (e.g., business user, power user, and administrator user). The number of individuals in each role will be determined during the implementation.

Q121) In regards to training curriculum, is there a format within the County that SSA would like to use? Is there staff development resources that SSA would like to be involved? Would the Contractor collaborate with staff development resources? (Please provide format)

) The County will provide internal Staff Development personnel to work with the Contractor to plan training. Curriculum will be provided during the implementation.

Q122) Does the County currently have enterprise level Business Objects licenses in-house?) Yes, the County currently has enterprise level Business objects licenses in-house.

Q123) Does the County have Enterprise Licenses already available?) Yes, only if the dashboarding was going to be done through Cognos.

Q124) If the bidder proposes to use Cognos are there any additional software licenses for Cognos required to be included in the bid?

) No. Cognos licenses will be provided if deemed necessary.

Q125) Can potential bidders have on-line access to materials from the networking/bidders conferences? If yes, how can bidders access the materials?

) Yes. Bidders may access electronic copies of this RFP and addendums (which will include questions-and-answers from the bidders conferences and a list of the names, organizational/company affiliations and contact information of attendees) by visiting either of the following websites: http://www.acgov.org/gsa_app/gsa/purchasing/bid_content/contractopportunities.jsp or http://www.alamedasocialservices.org]

Q126) Does the County own data modeling software? If yes, what software is it?) The County owns IBM InfoSphere Data Architect.

Q127) Does the data modeling phase include dashboard development and report development?) Yes, from source system database to dashboard system.


http://www.alamedasocialservices.org/

http://www.acgov.org/gsa_app/gsa/purchasing/bid_content/contractopportunities.jsp


Q128) Does the County want to augment and leverage the existing Data Warehouse? If yes, do you foresee any requirements that are non-internal (external facing to the public)? Is it all internal performance measurement at this point?

) Current requirements call for internal reporting aside from the Agency Monthly Report. The County does have some reporting that goes into our Agency monthly report which goes out publicly.

Q129) Does the County foresee a need to have prepared canned reports? Does the County foresee the need to have ad hoc query capabilities to ask questions of the data or primarily pre-prepared canned reports?

) The County would definitely like the ad hoc capability.

Q130) In regards to current ad hoc dashboards to be incorporated into the dashboards services, what is the estimated total number of dashboards to be created and re-created as part of the services portion of this project?

) The final number of reports and/or dashboards will be determined by the prioritization review resulting from the requirements gathering sessions. This review will be held with the Contractor, key SSIRS and PERU staff and selected Department personnel.

Q131) In regards to the ad hoc reporting is the County looking for a dashboard solution or an analytical solution? Is the County looking for an analytical solution which includes dashboards, canned reports, and ad hoc reports or just a dashboard solution?

) The County is looking for a dashboard solution that supports analytical and operational reporting. It should also support ad-hoc and “canned” reports which may be required in the final list of reports and dashboards.

Q132) Is the County using models for ad hoc queries? Is the County using models for reports? Does the County have transformer models?

) The County does use relational models including transformer models.

Q133) Does the County foresee the dashboards for all four (4) departments being made available for all within six (6) months, one (1) year, two (2) years from the start of the contract or spread all the way in those five (5) years? What is the priority, would everything go live in one (1) year and then maintain?

) The County would like the reports and dashboards available within the first year and would like them maintained throughout the contract period.

Q134) In regards to the Affordable Care Act are there any deadlines or impending events within the various departments bidders should know about ahead of time?

) None that would play a big role. The County is currently maintaining those with the current infrastructure. There are no deadlines or impending events within the various departments that bidders need to be made aware of at this time.



Q135) Does the County need any natural language processing? For example, does the County expect comments and feedback posted on websites and portals to be extracted and get meaning from it?

) Potentially. Those needs will be flushed out during the implementation. It would be ideal for the solution to support it but it is not a requirement.

Q136) Is the County willing to release the names of all applicants who have submitted the response to this proposal?

) As part of the RFP process, the agency/organization/company names of all RFP respondents will become public information. This happens after the RFP review and rating process is completed, all bidders have been notified of the results, then GSA and SSA submits an award recommendation to the Board of Supervisors (BOS) for consideration, and the BOS votes on the recommendation.

Q137) Will all interviews be conducted in one (1) central location? If no, how many locations would there be?

) The interviews be conducted in one (1) central location.

Q138) In regards to the estimated hours of effort for various activities on the Bid Form on Page 5 of Exhibit A, it was stated at the bid conference that the hours are estimated based on certain number of dashboards. How many dashboards are assumed?

) The final number of reports and/or dashboards will be determined by the prioritization review resulting from the requirements gathering sessions. This review will be held with the Contractor, key SSIRS and PERU staff, and selected Department personnel.

Q139) In regards to the estimated hours for various activities on the Bid Form on Page 5 of Exhibit A, is the Contractor held only to those estimated number of hours? Are those real estimates what the County expects more or less?

) No, the Contractor is not held to those hours they are just estimates. If the Contractor needs more or less hours there is flexibility. Those are real estimates not just plugged in numbers.

Q140) In regards to the estimated hours for Data Modeling (from Source system/Database to Dashboard system), on the Bid Form, on Page 5 of Exhibit, does the estimated hours include design and development of the models themselves (from data integration to presenting the dashboard)?

) The numbers are estimates. It is expected for the Contractor to provide their estimated turnaround times for all areas of the implementation and those estimates be factored in the completion time for the overall effort.

Q141) Page 7 of Exhibit A, (REQUIRED DOCUMENTATION AND SUBMITTALS), item 3(a) states:Every Bidder must select one choice under Item 10 of page 3 of Exhibit A and must fill out and submit a signed page 4 of Exhibit A.



Within Exhibit A, page 3 there are only 9 items listed. What are the details related to item 10?

) Item 10 is not included for this RFP. Please see the REVISED Exhibit A – Bid Response Packet has been revised.



The following participants attended the Bidders Conferences:

Company Name / Address Representative Contact Information

Intelegy Corporation315 TuscanyP.O. Box 2578Danville, CA 94506

Vail Dutto

Phone: 925-855-6601E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB: Yes

Monetize Solutions, Inc.125 University Ave.Suite 275Palo Alto, CA 94301

Ben Brewster

Phone: 650-430-2740E-Mail: [email protected] Contractor: Subcontractor: YesCertified SLEB: No

Monetize Solutions, Inc.125 University Ave.Suite 275Palo Alto, CA 94301

Pritpal Sahota


Double Line Partners5918 W. Courtyard Dr.Suite 450AAustin, Texas 78730

Edward Comer

Phone: 512-560-1502E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB: No

IBM425 Market St.San Francisco, CA 94105

Erica Webber


Deloitte Consulting555 Mission St.San Francisco, CA

Suzanne Smith

Phone: 510-499-0194E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB:

Applied Business Systems9000 Crow Canyon Rd.Suite 356Danville, CA 94506

Mike Cole


Public Consulting Group, Inc.2150 River Plaza Dr.Suite 380Sacramento, CA 95833

Laurie Thornton

Phone: 510-301-4645E-Mail: [email protected] Contractor: Subcontractor: Certified SLEB:



Company Name / Address Representative Contact Information

KloudData & SAP4580 Automall ParkwaySuite 121Fremont, CA 94538

Mohan Trikha


IBM425 Market St.San Francisco, CA 94105

Kim Newman


IService Globe160 Franklin St.Suite 206Oakland, CA 94607

Kevin Wilson


Drivenbi221 E. Walnut St.Suite 229Pasadena, CA 91101

Kathleen Douglas

Phone: 650-867-1446E-Mail: [email protected] Contractor: Subcontractor: YesCertified SLEB:

CRG915 Wilshire Blvd.Suite 1680Los Angeles, CA 90017

Robert McConnachie

Phone: 213-225-1170E-Mail: [email protected] Contractor: YesSubcontractor: Certified SLEB:

Devine Consulting39300 Civic Center Dr.Suite 130Fremont, CA 94538

Jeffrey Devine



REVISED EXHIBIT ABID RESPONSE PACKET

RFP No. 901199 – Dashboard Implementation Project

To: The County of Alameda

From: (Official Name of Bidder)

AS DESCRIBED IN THE SUBMITTAL OF BIDS SECTION OF THIS RFP, BIDDERS ARE TO SUBMIT ONE (1) ORIGINAL HARDCOPY BID (REVISED EXHIBIT A – BID RESPONSE PACKET), INCLUDING ADDITIONAL REQUIRED DOCUMENTATION), WITH ORIGINAL INK SIGNATURES, PLUS FIVE (5) COPIES AND ONE (1) ELECTRONIC COPY OF THE BID IN PDF (with OCR preferred).

ALL PAGES OF THE BID RESPONSE PACKET (REVISED EXHIBIT A) MUST BE SUBMITTED IN TOTAL WITH ALL REQUIRED DOCUMENTS ATTACHED THERETO; ALL INFORMATION REQUESTED MUST BE SUPPLIED; ANY PAGES OF REVISED EXHIBIT A (OR ITEMS THEREIN) NOT APPLICABLE TO THE BIDDER MUST STILL BE SUBMITTED AS PART OF A COMPLETE BID RESPONSE, WITH SUCH PAGES OR ITEMS CLEARLY MARKED “N/A”.

BIDDERS SHALL NOT SUBMIT TO THE COUNTY A RE-TYPED, WORD-PROCESSED, OR OTHERWISE RECREATED VERSION OF REVISED EXHIBIT A – BID RESPONSE PACKET OR ANY OTHER COUNTY-PROVIDED DOCUMENT.

ALL PRICES AND NOTATIONS MUST BE PRINTED IN INK OR TYPEWRITTEN; NO ERASURES ARE PERMITTED; ERRORS MAY BE CROSSED OUT AND CORRECTIONS PRINTED IN INK OR TYPEWRITTEN ADJACENT, AND MUST BE INITIALED IN INK BY PERSON SIGNING BID.

BIDDER MUST QUOTE PRICE(S) AS SPECIFIED IN RFP.

BIDDERS THAT DO NOT COMPLY WITH THE REQUIREMENTS, AND/OR SUBMIT INCOMPLETE BID PACKAGES, SHALL BE SUBJECT TO DISQUALIFICATION AND THEIR BIDS REJECTED IN TOTAL.

IF BIDDERS ARE MAKING ANY CLARIFICATIONS AND/OR AMENDMENTS, OR TAKING EXCEPTION TO POLICIES OR SPECIFICATIONS OF THIS RFP, INCLUDING THOSE TO THE COUNTY SLEB POLICY, THESE MUST BE SUBMITTED IN THE EXCEPTIONS, CLARIFICATIONS, AMENDMENTS SECTION OF THIS REVISED EXHIBIT A – BID RESPONSE PACKET IN ORDER FOR THE BID RESPONSE TO BE CONSIDERED COMPLETE.

REVISED Exhibit A – RFP No. 901199Page 1

BIDDER INFORMATION AND ACCEPTANCE

1. The undersigned declares that the Bid Documents, including, without limitation, the RFP, Addenda, and Exhibits have been read.

2. The undersigned is authorized, offers, and agrees to furnish the articles and/or services specified in accordance with the Specifications, Terms & Conditions of the Bid Documents of RFP No. 901199 – Dashboard Implementation Project.

3. The undersigned has reviewed the Bid Documents and fully understands the requirements in this Bid including, but not limited to, the requirements under the County Provisions, and that each Bidder who is awarded a contract shall be, in fact, a prime Contractor, not a subcontractor, to County, and agrees that its Bid, if accepted by County, will be the basis for the Bidder to enter into a contract with County in accordance with the intent of the Bid Documents.

4. The undersigned acknowledges receipt and acceptance of all addenda.

5. The undersigned agrees to the following terms, conditions, certifications, and requirements found on the County’s website:

Bid Protests / Appeals Process [http://www.acgov.org/gsa/departments/purchasing/policy/bidappeal.htm]

Debarment / Suspension Policy [http://www.acgov.org/gsa/departments/purchasing/policy/debar.htm]

Iran Contracting Act (ICA) of 2010 [http://www.acgov.org/gsa/departments/purchasing/policy/ica.htm]

General Environmental Requirements [http://www.acgov.org/gsa/departments/purchasing/policy/environ.htm]

General Requirements [http://www.acgov.org/gsa/departments/purchasing/policy/genreqs.htm]

Proprietary and Confidential Information [http://www.acgov.org/gsa/departments/purchasing/policy/proprietary.htm]

6. The undersigned acknowledges that Bidder will be in good standing in the State of California, with all the necessary licenses, permits, certifications, approvals, and authorizations necessary to perform all obligations in connection with this RFP and associated Bid Documents.

7. It is the responsibility of each bidder to be familiar with all of the specifications, terms and conditions and, if applicable, the site condition. By the submission of a Bid, the Bidder certifies that if awarded a contract it will make no claim against the County based upon ignorance of conditions or misunderstanding of the specifications.


http://www.acgov.org/gsa/departments/purchasing/policy/proprietary.htm

http://www.acgov.org/gsa/departments/purchasing/policy/proprietary.htm

http://www.acgov.org/gsa/departments/purchasing/policy/genreqs.htm

http://www.acgov.org/gsa/departments/purchasing/policy/genreqs.htm

http://www.acgov.org/gsa/departments/purchasing/policy/environ.htm

http://www.acgov.org/gsa/departments/purchasing/policy/environ.htm

http://www.acgov.org/gsa/departments/purchasing/policy/ica.htm

http://www.acgov.org/gsa/departments/purchasing/policy/ica.htm

http://www.acgov.org/gsa/departments/purchasing/policy/debar.htm

http://www.acgov.org/gsa/departments/purchasing/policy/debar.htm

http://www.acgov.org/gsa/departments/purchasing/policy/bidappeal.htm

http://www.acgov.org/gsa/departments/purchasing/policy/bidappeal.htm

8. Patent indemnity: Vendors who do business with the County shall hold the County of Alameda, its officers, agents and employees, harmless from liability of an nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or unpatented invention, article or appliance furnished or used in connection with the contract or purchase order.

9. Insurance certificates are not required at the time of submission. However, by signing REVISED Exhibit A – Bid Response Packet, the Contractor agrees to meet the minimum insurance requirements stated in the RFP. This documentation must be provided to the County, prior to award, and shall include an insurance certificate and additional insured certificate, naming the County of Alameda, which meets the minimum insurance requirements, as stated in the RFP.


Official Name of Bidder:

Street Address Line 1:

Street Address Line 2:

City: State: Zip Code:

Webpage:

Type of Entity / Organizational Structure (check one):

Corporation Joint Venture

Limited Liability Partnership Partnership

Limited Liability Corporation Non-Profit / Church

Other:

Jurisdiction of Organization Structure:

Date of Organization Structure:

Federal Tax Identification Number:

Primary Contact Information:

Name / Title:

Telephone Number: Fax Number:

E-mail Address:

SIGNATURE:

Name and Title of Signer:

Dated this day of 20


BID FORM(S)

COST SHALL BE SUBMITTED ON REVISED EXHIBIT A AS IS. NO ALTERATIONS OR CHANGES OF ANY KIND ARE PERMITTED. Bid responses that do not comply will be subject to rejection in total. The cost quoted below shall include all taxes and all other charges, including travel expenses, and is the cost the County will pay for the one-year term of any contract that is a result of this bid.

Quantities listed herein are annual estimates based on past usage and are not to be construed as a commitment. No minimum or maximum is guaranteed or implied.

Bidder hereby certifies to County that all representations, certifications, and statements made by Bidder, as set forth in this Bid Form and attachments are true and correct and are made under penalty of perjury pursuant to the laws of California.

Description(A)

UOM(B)

YEAR 1

Estimated Quantity

(C)

Unit Cost

(D)

Extended Cost(E)

Initial System Installation Hours 20 $ $

Business Process Analysis Requirements

Gathering/KPI Identification)

Hours 700 $ $

Data Modeling(From Source

system/Database to Dashboard system)

Hours 500 $ $

Project Management Hours 320 $ $

Customizations Hours 200 $ $

Training Hours 120 $ $

Maintenance Annual 1 $ $

Licensing(estimated 200 users)

Per Person 200 $ $

Total $


BID FORM(S)For Informational Purposes Only

Description UOM Estimate Quantity

Year 2 Year 3

Unit Cost Extended Cost

Unit Cost Extended Cost

Maintenance Annual 1 $ $ $ $

Licensing(estimated 200 users)

Per Person 200 $ $ $ $


REQUIRED DOCUMENTATION AND SUBMITTALS

All of the specific documentation listed below is required to be submitted with the REVISED Exhibit A – Bid Response Packet in order for a bid to be deemed complete. Bidders shall submit all documentation, in the order listed below and clearly label each section with the appropriate title (i.e., Table of Contents, Letter of Transmittal, Key Personnel, etc.).

1. Table of Contents: Bid responses shall include a table of contents listing the individual sections of the proposal and their corresponding page numbers. Tabs should separate each of the individual sections.

2. Letter of Transmittal: Bid responses shall include a description of Bidder’s capabilities and approach in providing its services to the County, and provide a brief synopsis of the highlights of the Proposal and overall benefits of the Proposal to the County. This synopsis should not exceed three (3) pages in length and should be easily understood.

3. REVISED Exhibit A – Bid Response Packet: Every bidder must fill out and submit the complete REVISED Exhibit A – Bid Response Packet.

(a) Bidder Information and Acceptance:

(1) Every Bidder must select one choice under Item 10 of page 3 of Exhibit A and must fill out and submit a signed page 4 of Exhibit A.

(b) References:

(1) Bidders must use the template on page 10 of this REVISED Exhibit A – Bid Response Packet to provide references.

(2) Bidders are to provide a list of five (5) current clients. References must be satisfactory as deemed solely by County. References should have similar scope, volume and requirements to those outlined in these specifications, terms and conditions.

Bidders must verify that the contact information for all references provided is current and valid.

Bidders are strongly encouraged to notify all references that the County may be contacting them to obtain a reference.

(3) Bidder shall provide on a separate sheet(s), complete reference information for all public institutions or agencies for which it provides or has provided comparable product, systems and services. Each reference shall include the project name and location, the scope of services performed and the name, address, telephone and fax numbers of the person who may be contacted for reference information.

(4) The County may contact some or all of the references provided in order to determine Bidder’s performance record on work similar to that described in this request. The County reserves the right to contact references other than


those provided in the Response and to use the information gained from them in the evaluation process.

(c) Exceptions, Clarifications, Amendments:

(1) This shall include clarifications, exceptions and amendments, if any, to the RFP and associated Bid Documents, and shall be submitted with your bid response using the template on page 11 of this REVISED Exhibit A – Bid Response Packet.

(2) THE COUNTY IS UNDER NO OBLIGATION TO ACCEPT ANY EXCEPTIONS, AND SUCH EXCEPTIONS MAY BE A BASIS FOR BID DISQUALIFICATION.

4. Key Personnel: Bid responses shall include a complete list of all key personnel associated with the RFP. This list must include all key personnel who will provide services/training to County staff and all key personnel who will provide maintenance and support services. For each person on the list, the following information shall be included:

(a) The person’s relationship with Bidder, including job title and years of employment with Bidder;

(b) The role that the person will play in connection with the RFP;(c) Address, telephone, fax numbers, and e-mail address; (d) Person’s educational background; and(e) Person’s relevant experience, certifications, and/or merits.

5. Description of the Proposed System: Bid response shall include a description of the proposed system, as it will be finally configured during the term of the contract. The description shall specify how the proposed equipment/system will meet or exceed the requirements of the County and shall explain any advantages that this proposed equipment/system would have over other possible equipment/systems. The description shall include any disadvantages or limitations that the County should be aware of in evaluating the RFP. Finally, the description shall describe all product warranties provided by Bidder.

6. Description of the Proposed Services: Bid response shall include a description of the terms and conditions of services to be provided during the contract term including response times. The description shall contain a basis of estimate for services including its scheduled start and completion dates, the number of Bidder’s and County personnel involved, and the number of hours scheduled for such personnel. Finally, the description must: (1) specify how the services in the bid response will meet or exceed the requirements of the County; (2) explain any special resources, procedures or approaches that make the services of Bidder particularly advantageous to the County; and (3) identify any limitations or restrictions of Bidder in providing the services that the County should be aware of in evaluating its Response to this RFP.

7. Implementation Plan and Schedule: The bid response shall include an implementation plan and schedule. The plan shall include a detailed schedule indicating how Bidder will


ensure adherence to the timetables set forth herein for the final equipment/system and/or services.

8. Financial Statements

(a) Most recent Dun & Bradstreet Supplier Qualifier Report. For information on how to obtain a Supplier Qualifier Report, contact Dun & Bradstreet at 1-800-424-2495 or http://www.dnb.com/government/contractor-management-portal.html;


http://www.dnb.com/government/contractor-management-portal.html

CURRENT REFERENCES


Bidder Name:

Company Name: Contact Person: Address: Telephone Number: City, State, Zip: E-mail Address: Services Provided / Date(s) of Service:






EXCEPTIONS, CLARIFICATIONS, AMENDMENTS


Bidder Name:

List below requests for clarifications, exceptions and amendments, if any, to the RFP and associated Bid Documents, and submit with your bid response.

The County is under no obligation to accept any exceptions and such exceptions may be a basis for bid disqualification.

Reference to: DescriptionPage No. Section Item No.

p. 23D 1.c. Vendor takes exception to…

*Print additional pages as necessary


EXHIBIT CVENDOR LIST


Below is the Vendor Bid List for this project consisting of vendors who have been issued a copy of this RFP. This Vendor Bid List is being provided for informational purposes.

RFP No. 901199 - Dashboard Implementation ProjectBusiness Name Contact Name Contact

Phone Address City ST Email

Intelegy Corporation Vail Dutto 925-855-6601 315 Tuscany Danville CA [email protected]

Monetize Solutions Ben Brewster 650-430-2740 125 University Ave., #275 Palo Alto CA [email protected] Solutions Pritpal Sahota 408-355-4211 125 University Ave., #275 Palo Alto CA [email protected] Line Partners Edward Comer 512-560-1502 5918 W. Courtyard Dr., #450A Austin TX [email protected] Kim Newman 925-348-7625 425 Market St. S.F. CA [email protected] Erica Webber 510-684-8087 425 Market St. S.F. CA [email protected] Consulting Suzanne Smith 510-499-0194 555 Mission St. S.F. CA [email protected] Business Systems Mike Cole 925-648-0600 9000 Crow Canyon Rd., #356 Danville CA [email protected]

Public Consulting Group Laurie Thornton 510-301-4645 2150 River Plaza Dr., #380 Sacramento CA [email protected] Consulting Group Carole Hussey 617-717-1296 [email protected] & SAP Mohan Trikha 510-578-3230 4580 Automall Pkwy., #121 Fremont CA [email protected] Globe Kevin Wilson 650-776-7677 160 Franklin St., #206 Oakland CA [email protected] Kathleen Douglas 650-867-1446 221 E. Walnut St., #229 Pasadena CA [email protected] Robert McConnachie 213-225-1170 915 Wilshire Blvd., #1680 Los Angeles CA [email protected] Consulting Jeffrey Devine 510-713-8800 39300 Civic Center Dr., #130 Fremont CA [email protected] Consulting Jerrica Nicolas [email protected] Analytics Kavitha Sabaapathy [email protected] Adam Roy [email protected] Labs Anupriya Massey Kumar [email protected] Mike Sumich [email protected] Global Services Maheish Kesarkar [email protected]

Exhibit C – RFP No. 901199Page 1

mailto:[email protected]









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