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HomeMy WebLinkAboutPR 19335: SCIENS LLC, 5 YEAR INFORMATION TECHNOLOGY STRATEGIC PLAN INTERNAL CORRESPONDENCE To: Brian McDougal, City Manager From: Fay Young, Information Technology Manager .3 , Date: June 2, 2016 Subject: Proposed Resolution No. 19335 This is a recommendation to engage Sciens LLC in performing a city wide information technology assessment and the development a citywide five-year Information Technology Strategic Plan. Sciens is an approved vender of The Interlocal Purchasing System (TIPS/TAPS Contract number 02052810) and has performed such services for several Texas cities, including: Conroe, Allen, Pearland, and Waco. Sciens has proposed a three phase process that consists of: Phase 1 —Data Gathering and Assessment: During the Data Gathering &Assessment phase a thorough examination of how each department utilizes IT systems in support of their business objectives will be conducted. The goal is to develop a Findings &Recommendations Report on the current issues and areas of possible improvement for the City's technology environment. Phase 2—Strategy Development & Project Prioritization: The Sciens team will work with representatives of the City in utilizing the Findings &Recommendations Report to develop an IT strategic direction for the City, and conduct a project prioritization session with IT Management and key stakeholders. Each project will be evaluated using the following criteria: Cost, Timeframe, IT Support, Value and Risk. Phase 3—Plan Development: Once consensus is developed with IT and stakeholders, Sciens will develop the Information Technology Strategic Plan and will present the final Plan to City Management and/or City Council. The Information Technology Strategic Plan will include the following components: Strategic Technology Direction, Prioritized Projects List, Investment Plan, Non-Project Recommendations, and Transition Plan. The total project cost for all three phases was calculated using an hourly billing rate of$160 per hour for all senior Sciens personnel and $85 per hour for junior personnel. The projected budgetary impact for this project is $39,600. The projected timeframe for the project is four months, depending upon the impact of vacations and holidays. Information Technology recommends engaging Sciens in conducting a citywide information technology assessment and the development of a citywide five-year strategic plan. P.R. NO. 19335 FY 6/2/2016 RESOLUTION NO. A RESOLUTION AUTHORIZING THE EXECUTION OF A CONTRACT BETWEEN THE CITY OF PORT ARTHUR AND SCIENS LLC OF MCKINNEY, TEXAS, THROUGH TIPS/TAPS, A PURCHASING COOPERATIVE, FOR AN INFORMATION TECHNOLOGY ASSESSMENT AND DEVELOPMENT OF CITYWIDE FIVE-YEAR INFORMATION TECHNOLOGY STRATEGIC PLAN, WITH A PROJECTED BUDGETARY IMPACT OF$39,600.00. ACCOUNT NO.001- 1034-515-54.00 WHEREAS, the City desires to engage the services of the Sciens LLC to perform an Information Technology Assessment and assist in the development of a citywide five-year Information Technology Strategic Plan; and WHEREAS, Sciens LLC can provide such services; and WHEREAS, Chapter 271 of the Local Government Code allows a city, by resolution of its governing body, to participate in cooperative purchasing programs, such as TIPS/TAPS, a purchasing cooperative, as an alternative to a formal bid process; and WHEREAS,per Resolution No. 12-008, the City of Port Arthur entered into an interlocal agreement with Region VIII Education Service Center for participation in the Interlocal Purchasing System(TIPS/TAPS); and WHEREAS, Sciens LLC is an Awarded Vendor through the Competitive Bidding Process of the The Interlocal Purchasing System (TIPS/TAPS); and WHEREAS, the contract with the scope of work is attached as "Exhibit A". NOW THEREFORE,BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PORT ARTHUR: Section 1. That the facts and opinions in the preamble are true and correct. Section 2. That, the City Council hereby authorizes the city manager to execute a contract between the City of Port Arthur and Sciens LLC for the performance of an Information Technology Assessment and the development of a citywide five-year Information Technology P.R. NO. 19335 FY 6/2/2016 Strategic Plan, with a projected budgeting impact of$39,600, in substantially the same form as attached hereto as "Exhibit A". Section 3. That a copy of the caption of this Resolution be spread upon the Minutes of the City Council. READ,ADOPTED AND APPROVED this the day of June, A.D. 2016 at a regular meeting of the City of Port Arthur, Texas by the following vote: Ayes: Mayor: Councilmembers: Noes: Mayor ATTEST: Sherri Bellard, City Secretary APPROVED AS TO FORM: Val Tizeno, City Atte ey P.R. NO. 19335 FY 6/2/2016 APPROVED FOR ADMINISTRATION: aliCoiti.dOLtiL Brian McDougal Clifton Williams City Manager Acting Purchasing Manager )1' Fay Yuan i' Information Techno ogy Manager APPROVED AS TO AVAILABILITY OF FUNDS: di� ( Cotif e.c/fe Jerry Dale, Director of Finance P.R.NO. 19335 FY 6/2/2016 Exhibit A STATE OF TEXAS § § AGREEMENT FOR PROFESSIONAL IT CONSULTING COUNTY OF JEFFERSON § SERVICES This Agreement for the development of an Information Technology Assessment and Planning Services ("Agreement") is made by and between the City of Port Arthur, Texas ("City") and Sciens LLC, a Texas limited liability Company ("Consultant") (each a "Party" and collectively the "Parties"),acting by and through their authorized representatives. RECITALS: WHEREAS, the City desires to engage the services of the Consultant as an independent contractor, and not as an employee, to provide the consulting services described in Exhibit"A" (the "Scope of Services Proposal") to consult with the City and develop an Information Technology Assessment and Plan (the "Services"); and WHEREAS, the Consultant desires to render the Services for the City on the terms and conditions set forth in this Agreement; NOW THEREFORE, in exchange for the mutual covenants set forth herein, and other valuable consideration, the sufficiency and receipt of which are hereby acknowledged, the Parties agree as follows: Article I Term 1.1 This Agreement shall commence on date of last execution hereof("Effective Date") and continue until such time as the Services are completed, unless sooner terminated as provided herein. 1.2 Either Party may terminate this Agreement by giving thirty (30) days prior written notice to the other Party. Consultant shall be entitled to compensation for any Services completed to the reasonable satisfaction of the City in accordance with this Agreement prior to such termination. Article II Scope of Services 2.1 The Consultant shall perform information consulting services in connection with the Services as set forth in the Scope of Services attached as Exhibit A to this Agreement. 2.2 The consultant must, at all times, take all reasonable precautions and enact any necessary measures to comply with all City policies and protect the security of the City's network and data infrastructure. Consultant shall keep all documentation,interviews,onsite observations,and all other City information obtained by Consultant secure and shall prevent disclosure of the same to any unauthorized person or the public. Consultant must be accompanied by a City staff member Page 1 Agreement for IT Consulting Services City of Port Arthur and Sciens,LLC designated by the Information Technology Director when working within any secure area, including secure datacenters, secure terminals and City information technology administrative areas. Article III Schedule of Work Consultant agrees to complete the required Services in accordance with the timelines and schedules contained in the Scope of Services. Article IV Compensation and Method of Payment 4.1 Consultant will be compensated in accordance with the payment schedule and amounts set forth in the Scope of Services,not to exceed a total amount of Thirty-Nine Thousand,Six Hundred and dollars ($39,600.00). Unless otherwise provided herein, payment to the Consultant shall be monthly based on the Consultant's statement of completion of tasks as outlined in Exhibit A. The City shall pay such monthly statements within thirty (30) days after receipt and City verification of the Services and expenses unless otherwise provided herein. 4.2 Unless otherwise provided in the Scope of Services, Consultant shall be responsible for all expenses related to the services provided pursuant to this Agreement including,but not limited to,travel, copying and facsimile charges, telephone, intemet and email charges. Article V Devotion of Time; Personnel; and Equipment 5.1 Consultant shall devote such time as reasonably necessary for the satisfactory performance of the Services under this Agreement. Should the City require additional services not included under this Agreement, Consultant shall make reasonable effort to provide such additional services within the time schedule without decreasing the effectiveness of the performance of services required under this Agreement, and shall be compensated for such additional services on a time and materials basis, in the manner agreed to between the Parties. 5.2 To the extent reasonably necessary for the Consultant to perform the services under this Agreement, Consultant shall be authorized to engage the services of any agents, assistants, persons, or corporations that the Consultant may deem proper to aid or assist in the performance of the services under this Agreement.The cost of such personnel and assistance shall be included as part of the total compensation to be paid Consultant hereunder, and shall not otherwise be reimbursed by the City unless provided differently herein. 5.3 Consultant shall furnish the equipment and personnel necessary to perform the Services required under this Agreement unless otherwise provided herein. Page 2 Agreement for IT Consulting Services City of Port Arthur and Sciens,LLC Article VI Miscellaneous 6.1 Entire Agreement. This Agreement constitutes the sole and only ag eement between the Parties and supersedes any prior understandings written or oral agreements between the Parties with respect to this subject matter. 6.2 Assignment. The Consultant may not assign this Agreement. 6.3 Successors and Assigns. Subject to the provisions regarding assignment, this Agreement shall be binding on and inure to the benefit of the Parties to it and their respective heirs, executors, administrators, legal representatives, successors and assigns. 6.4 Governing Law. The laws of the State of Texas shall govern this Agreement without regard to any conflict of law rules; and venue for any action concerning this Agreement shall be in the State District Court of Jefferson County, Texas. The Parties agree to submit to the personal and subject matter jurisdiction of said court. 6.5 Amendments. This Agreement may be amended by the mutual written agreement of the Parties. 6.6 Severability. In the event any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity,illegality or unenforceability shall not affect any other provisions,and the Agreement shall be construed as if such invalid, illegal,or unenforceable provision had never been contained in it. 6.7 Independent Contractor. It is understood and agreed by and between the Parties that Consultant, in satisfying the conditions of this Agreement, is acting independently, and that the City assumes no responsibility or liabilities to any third party in connection with these actions.All services to be performed by Consultant pursuant to this Agreement shall be in the capacity of an independent contractor, and not as an agent or employee of the City. Consultant shall supervise the performance of its Services and shall be entitled to control the manner and means by which its services are to be performed, subject to the terms of this Agreement. 6.8 Notice. Any notice required or permitted to be delivered hereunder may be sent by first class mail,overnight courier or by confirmed telefax or facsimile to the address specified below, or to such other Party or address as either Party may designate in writing, and shall be deemed received three (3) days after delivery set forth herein: If intended for City: Attn: City Manager City of Port Arthur, Texas 444 4th St Port Arthur, TX 77641 Page 3 Agreement for IT Consulting Services City of Port Arthur and Sciens,LLC If intended for Consultant: Sciens LLC Attn: Ernest Pages 5900 South Lake Forest Drive, Suite 300 McKinney, Texas 75070 6.9 Insurance. Unless otherwise agreed to in writing by City, Consultant shall obtain and maintain at its expense, and shall cause its consultants to obtain and maintain at their expense, the following insurance coverages on policy terms acceptable to City: (a) Professional Liability Insurance with limit of no less than $2,000,000, issued by an insurance carrier approved in advance by the City and licensed to provide such coverage in the State of Texas for all negligent acts,errors,and omissions by the Consultant,its consultants and employees, that arise out of this Agreement. Upon execution of this Agreement and at every date of renewal of that policy, Consultant shall cause a Certificate of Insurance to be issued. Provision of a valid Certificate of Insurance that meets the requirements of this Agreement is a condition precedent to the payment of any amounts due to Consultant by the City. Such annually renewed policies shall remain in effect for no less than twenty four(24)months after substantial completion of the Services if such coverage is commercially available. (b) Commercial General Liability covering bodily injury and property damage (including the property of the City Indemnitees) with minimum limits on a per project basis of One Million Dollars ($1,000,000) combined single limit and Two Million Dollars ($2,000,000) aggregate. This policy shall be primary to any policy or policies carried by or available to the City Parties and shall include products/completed operations coverage with a minimum aggregate limit of Two Million Dollars ($2,000,000) and Personal & Advertising Injury coverage with a minimum occurrence limit of One Million Dollars ($1,000,000). Consultant's coverage shall be primary and non-contributory to any other coverage held by the City. (c) Workers' Compensation/Employer's Liability Insurance in full accordance with the statutory requirements of the state or states where the Work is to be performed and shall include bodily injury, occupational illness or disease coverage with minimum Employer's Liability limits of $500,000/$500,000/$500,000. (d) Automobile Liability Insurance covering all operations of Consultant pursuant to this Agreement involving the use of motor vehicles, including all owned, non owned and hired vehicles with minimum limits of not less than One Million Dollars ($1,000,000) combined single limit for bodily injury, death and property damage liability. Waiver of Subrogation Rights. The Commercial General Liability, Worker's Compensation, Business Auto and Excess Liability insurance required pursuant to this Agreement shall provide for waivers of all rights of subrogation against the City and/or City Indemnitees. Page 4 Agreement for IT Consulting Services City of Port Arthur and Sciens,LLC • Additional Insured Status. With the exception of Worker's Compensation Insurance and any Professional Liability Insurance,all insurance required pursuant to this Agreement shall include the City and City Indemnitees as additional insureds using Additional Insured Endorsements that provide the most comprehensive coverage to City and City Indemnitees under Texas law. The Additional Insured status for the City and City Indemnitees must remain in force and effect for 24 months following completion of the project. Carriers; Certificates. All policies required to be obtained by Consultant pursuant to this Agreement shall be maintained with insurance carriers that are satisfactory to City and lawfully authorized to issue insurance of the types and amounts required by this Agreement. Certificates of Insurance for each policy in a form satisfactory to City shall be delivered to City on or before execution of this Agreement. It is further agreed that copies of any or all policies will be provided to the City should they request them. All policies will provide 30 day Notice of Cancellation or material change endorsed specifically in favor of the City. 6.10 Indemnification. (a) CITY SHALL NOT BE LIABLE FOR ANY LOSS, DAMAGE, OR INJURY OF ANY KIND OR CHARACTER TO ANY PERSON OR PROPERTY ARISING FROM THE SERVICES OF CONSULTANT PURSUANT TO THIS AGREEMENT.CONSULTANT HEREBY WAIVES ALL CLAIMS AGAINST CITY, ITS OFFICERS, AGENTS AND EMPLOYEES (COLLECTIVELY REFERRED TO IN THIS SECTION AS "CITY") FOR DAMAGE TO ANY PROPERTY OR INJURY TO, OR DEATH OF, ANY PERSON ARISING AT ANY TIME AND FROM ANY CAUSE OTHER THAN THE NEGLIGENCE OR WILLFUL MISCONDUCT OF CITY OR BREACH OF CITY'S OBLIGATIONS HEREUNDER. CONSULTANT AGREES TO INDEMNIFY AND SAVE HARMLESS CITY FROM AND AGAINST ANY AND ALL LIABILITIES, DAMAGES, CLAIMS, SUITS, COSTS (INCLUDING COURT COSTS, ATTORNEYS' FEES AND COSTS OF INVESTIGATION) AND ACTIONS OF ANY KIND BY REASON OF INJURY TO OR DEATH OF ANY PERSON OR DAMAGE TO OR LOSS OF PROPERTY TO THE EXTENT CAUSED BY THE CONSULTANT'S NEGLIGENT PERFORMANCE OF SERVICES UNDER THIS AGREEMENT OR BY REASON OF ANY NEGLIGENT ACT OR OMISSION ON THE PART OF CONSULTANT, ITS OFFICERS, DIRECTORS, SERVANTS, EMPLOYEES, REPRESENTATIVES, CONSULTANTS, LICENSEES, SUCCESSORS, SUBCONTRACTORS OR PERMITTED ASSIGNS (EXCEPT WHEN SUCH LIABILITY, CLAIMS, SUITS, COSTS, INJURIES, DEATHS OR DAMAGES ARISE FROM OR ARE ATTRIBUTED TO NEGLIGENCE OF THE CITY, IN WHOLE OR IN PART,IN WHICH CASE CONSULTANT SHALL INDEMNIFY CITY ONLY TO THE EXTENT OR PROPORTION OF NEGLIGENCE ATTRIBUTED TO CONSULTANT AS DETERMINED BY A COURT OR OTHER FORUM OF COMPETENT JURISDICTION).THE CONSULTANT'S OBLIGATIONS UNDER THIS SECTION SHALL NOT BE LIMITED TO THE LIMITS OF COVERAGE OF INSURANCE MAINTAINED OR REQUIRED TO BE MAINTAINED BY CONSULTANT UNDER THIS AGREEMENT. THIS PROVISION SHALL SURVIVE THE TERMINATION OF THIS AGREEMENT. 6.11 Counterparts. This Agreement may be executed by the Parties hereto in separate counterparts, each of which when so executed and delivered shall be an original, but all such Page 5 Agreement for IT Consulting Services City of Port Arthur and Sciens,LLC counterparts shall together constitute one and the same instrument. Each counterpart may consist of any number of copies hereof each signed by less than all, but together signed by all of the Parties hereto. 6.12 Exhibits. The exhibits attached hereto are incorporated herein and made a part hereof for all purposes. EXECUTED this day of , 2016. CITY OF PORT ARTHUR,TEXAS By: City Manager ATTEST: By: City Secretary EXECUTED this day of , 2016. SCIENS,LLC. By: Name: Title: Page 6 Agreement for IT Consulting Services City of Port Arthur and Sciens,LLC EXHIBIT "A" SCOPE OF SERVICES PROPOSAL City of Port Arthur Proposal for Information Technology Assessment and Planning Services Company: Sciens LLC Address: 5900 South Lake Forest Drive, Suite 300 McKinney, Texas 75070 Website: www.sciens.com Phone: 469.854-2218 Contact: Ernest Pages, Partner epages@sciens.com sciens City of Port Arthur Proposal for Information Technology Assessment and Planning Services Table of Contents • t I a* 1 • A.2 Our Experience 7 Sciens References 9 •. 8.1 Personnel Summaries 15 82.Resumes 16 •a • ;• • •• C.1 Project Approach 22 ut•, • •;a ai 1 • • ••• E.1Strategic Plan Development Timeline 26 • 4•1• • • 1• 4 F.1 Plan Project Cost Detail 27 111 sciens Page 2 i City of Port Arthur Proposal for Information Technology Assessment and Planning Services March 14,2016 Fay Young, CGCIO Information Technology Manager City of Port Arthur 444 4th St Port Arthur,TX 77641 Dear Ms. Young: We appreciate the opportunity to provide the City of Port Arthur with our proposal to provide IT Planning and Selection Consulting Services. It is our understanding from our conversation that the City requires assistance in assessing the Information Technology environment and developing an actionable five year roadmap for City-wide IT operations, priorities, investments and governance. Over the last two decades,there has been a marked shift in how work is performed within local governments, from silo departments with separate functions and outputs, to a system of interlinked processes that cross functions and link organizational activities. The IT departments within local governments have traditionally been a tactical function, responsible for automating existing functions. Today, with increasingly tight budgets, Information Technology (IT) is being asked by the business units to provide more strategic support. To do this, IT itself is being transformed into a high performance, proactive service organization that actively solicits input from the departments and delivers technology solutions that tightly align with the business goals. Sciens LLC assists IT Departments through this transition by helping them focus on the business of government and running IT as a business — efficiently and effectively. We are specialists in helping to streamline operations and aligning the business of IT with the business of its customers. In these times when budgets are tight, we assist our customers with making critical investment decisions so that they can become more efficient and provide more effective service —doing more with less. As technology planners, we provide the vision to help prepare the City for the coming technological transitions (e.g., Integrated GIS database, Performance Management Dashboards, Business intelligence tools, Cloud based ERP, Next Gen integration with Computer Aided Dispatch and Records Management). Sciens LLC is an information technology (IT) management consultancy Headquartered in McKinney,Texas, with offices in Boston and clients throughout the United States and Canada. The company was formed in 1989 and is comprised of advanced degree, experienced industry professionals. We are management specialist and IT professionals who understand how to analyze, design, plan, procure and implement technology. We have years of experience with helping local government and public safety agencies to take 1111sci•ens Page 3 Proposal for City of Port Arthur Information Technology Assessment and Planning Services advantage of new information technology. We have worked with multiple Texas cities and are currently engaged in planning and implementing ERP and public safety systems for multiple Texas cities. The Sciens team proposed workplan will help to ensure the City's technological advancement through multiple deliverables. These include: (a) Detailed operational and systems assessment, (b) Enterprise risk evaluation (c) Five-year technology transition plan, and (d) IT governance structure. All these deliverables will help the City determine their needs,address vulnerabilities, plan for transition and maintain an ongoing improvement process. We are confident that you will find that our experienced and qualified team will satisfy your requirements. With many years of experience in Information Technology in the government sector,we pride ourselves in our ability to integrate into client organizations and provide positive and thoughtfully developed recommendations. We are a member of TIPS/TAPS, Contract number 02052810. If you have any questions, please feel free to contact me at (469) 854-2218. We look forward to the opportunity to work with the City of Port Arthur. Bestt - regards, C41 A-- Po 1-- Ernest A. Pages Partner epages@sciens.com Page age 4 City of Port Arthur Proposal for Information Technology Assessment and Planning Services { Section A:About Sciens The Sciens team appreciates the opportunity to provide the City of Port Arthur with our proposal to provide consulting services to asses the Information Technology and develop an IT Strategic Plan. It is our understanding that the City of Port Arthur requires assistance in developing an actionable five-year roadmap for city-wide IT operations, priorities, and investments; this is a periodic assessment that leverages your existing technical environment in conjunction with technological advances to benefit the community, customers and organization. As technology planners,the Sciens team works with the City to develop a vision that modernizes the application environment and prepares the City for current technological transitions (e.g., virtualization, mobility and BYOD, integrated GIS databases with ERP systems, performance management dashboards, business intelligence tools, cloud-based systems, NextGen911 integration with Computer Aided Dispatch and Records Management). As management consultants, we help IT Departments to communicate the technical needs and plans to a non- technical audience. Our team is composed of experienced professionals with advanced degrees and numerous certifications.Sciens'staff consists of highly articulate technologists and management specialists who understand how to integrate the proper use of technology through work processes analysis. We stay current with the latest industry trends through participation in the Information Systems Audit and Control Association (ISACA), the Information Technology Service Management Forum (ITSMF), the Institute of Industrial Engineers (IIE), the Institute of Electrical and Electronic Engineers (IEEE), the Texas Municipal League (TML), and the International City/County Management Association (ICMA). Sciens is an information technology management consultancy based in McKinney, Texas, with clients throughout Texas, the United States, and Canada. The company was formed in 1989 to support the strategic IT needs of local government (i.e., municipalities, counties, public safety, courts)and has retained the same management since inception. In 2011,the company rebranded itself from eGov Consulting to Sciens to reflect the changing nature of the technology market. Sciens proposed work plan will help to ensure the City's technological advancement through multiple deliverables.We are confident that you will find that our experienced and qualified team will satisfy your requirements. With many years of experience in Information Technology in the local government sector, we pride ourselves in our ability to integrate into client organizations and provide positive and thoughtfully developed recommendations. Our areas of expertise include: sciens Page 5 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Strategy& Planning When establishing direction, Sciens takes management's viewpoint: what do we want to achieve? To ensure that all internal and external _ laraanaio constituencies not only have the same expectations Devdopment but also are working towards the same goal, it is most important to establish and communicateoix,:^g14 441S0 ,,a,,,,aPoImes sous direction, and ensure the message is received operational S :egy& Efficiency& throughout the organization. e P z^^^g Effectiveness Operational Efficiency& Effectiveness Strati % DvM Your operation is only as efficient as its processes and as effective as the an or ization implementingrecn"°'°g' g i r:estmerts them.Sciens conducts an independent audit of your Noma PPP organizational processes, baselining them against PAattPeetomsl Development industry best practices and frameworks. Our team Vendor 400 can also assist with the development of best practice-compliant IT policies, processes standard operating procedures, organizational structure and staffing levels. Technology Investments Technology should be used to enhance already functioning and efficient processes. Sciens can work with you to select the most appropriate use of technology for your organization following a structured methodology that is both defensible and coherent. Our methodology includes formal requirements and specifications development; RFP development; vendor selection; contract and statement of work(SOW) negotiations; and, project implementation support. Sciens brings both organizational and management capabilities to the IT planning process through research and hands-on implementation; in addition, we have years of experience working with government organizations to help streamline their operations. Our experience is based on the process and technologies that are currently being utilized, what it really takes to implement these systems, and what the roadmap for the near future holds. Over the past 25 years, we have been actively involved in defining key elements in operational and network systems. As Authorized Representative certified IT Auditors, Governance and Process professionals we incorporate the IT industry standards of data integrity, control Ernest Pages, Partner Sciens LLC and risk review into our assessments and plans. Over the years, 5900 South Lake Forest Drive we have developed a results-focused methodology that allows Suite 300 our team to provide leading edge yet implementable McKinney,TX 75070 recommendations that align our customers' IT operations, Phone:469.342.8721 staffing and systems purchases with users' needs. We also Email:epages@sciens.com have defined and assisted in the implementation of state-of-the- `' sciens Page Proposal for City of Port Arthur Information Technology Assessment and Planning Services art technologies, such as integrated web-based systems for service delivery and integrated network architectures. A.2 Our Experience Sciens has a long history of assisting customers with their IT assessment and planning needs.We are proud of the work that we have performed on their behalf. Below is a summary of projects that reference our work efforts and demonstrate our capability to support the City.Our staff members have conducted projects similar to the City of Port Arthur as well as for many other clients. C Yo N uO c E v - av Client Project Description ocu 0o u -0 E ca CI iv m 2 > ¢ m in o2S E 2 • Citywide IT Assessment&Strategic Plan • Data Center Build-out Plan and Selection Allen,TX • Public Safety System Selection -. '? : • IT Strategic Plan Refresh • ERP RFP Planning and Selection(SunGard HTE Replacement) Benton and Franklin Regional CAD/RMS/Mobile Consolidation Counties,WA Feasibility Study and Business Plan Broward County,FL Countywide Strategic Planning and Goal Setting Integrated with Budget Process Collier County, FL Sheriff IT Strategic Plan&System Selection Information Technology Assessment, Risk Collin County,TX _r Assessment&Strategic Recommendations Conroe,TX • Information Technology&GIS Strategic Plan ■ Network Build-out Plan and Selection Dallas County,TX Countywide Information Technology Strategic Plan Danville,VA Strategic Information Systems Planning • IT Assessment&Strategic Plan ■ ERP Upgrade Planning&Budgeting • Technical Risk Assessment • Staff Augmentation/Transition Services Ector County,TX • Help Desk Deployment • Policies Development • City/Sheriff Communications Center Consolidation • Data Network Deployment • Phone Network Deployment Page age 7 City of Port Arthur Proposal for Information Technology Assessment and Planning Services c C ++ O C - C v u E E a g a v Y c Client Project Description m Q N u W c E E `-' > ' d m Ce E to v a v ro LL > a ,09a n tt o,4 E • Court,Health Department,and Asset Management Software Systems Deployments Fort Lauderdale,FL Network Design, IT Planning and Public Safety �� i ,� Systems Selection — Indianapolis, IN Citizen Response Management Systems Planning • Citywide IT Strategic Planning _ Jacksonville Beach, FL �' "" ■ Police and Fire CAD/RMS Planning&System —- Selection Jupiter and Palm Beach Public Safety Systems Planning,Selection&Multi- _ � --- Gardens, FL Agency Implementation Kennewick,WA "'-- IT Assessment&Strategic Plan — Lincoln,MA IT Strategic Plan Martin County,FL • Land Management System Selection -- i „—i • Sheriff/Fire Dispatch Consolidation Oxnard,CA • Citywide IT Strategic Plan % �� �.% �- • Public Safety Systems Planning&Selection Pearland,TX ■ � -- Citywide IT Strategic Plan • Document Management Systems Workflow Design, Planning and Selection ? Y�� ;i Plantation,FL _ • Public Safety Systems Planning&Selection • Citywide Network Design ■ Systems Strategic Plan Palm Beach,FL , '' • Integrated Financial System RFP Development --- -- and Selection • IT Systems Assessment and Strategic Plan • Economic Development Network Utility %� ! City of Port Arthur Proposal for Information Technology Assessment and Planning Services C o C C . CEv o Client Project Description E: a c w E > o Eor E m cu CI C c in z 0,4 E 2 • Video Teleconferencing Systems Planning • Information Technology Assessment& Waco,Texas Strategic Plan • ERP System Planning,Selection& Implementation(SunGard HTE Replacement) • IT Assessment and Plan • ERP System Upgrade Planning&Cost-Benefit Analysis • Project Management of Police Westminster,CA Communications Center and Data Center • Staff Augmentation/Transition Services • Help Desk Deployment • Joint Public Safety Communications&IT Systems Consolidation Feasibility Study with the City of Garden Grove Wichita Falls,TX • Citywide IT Assessment&Strategic Plan Sciens References Sciens has provided five references that best illustrate our capability to support the City for this Project. • Allen,TX • Conroe,TX • Pearland,TX • Waco,TX • Ector County,TX sciens age 9 P City of Port Arthur Proposal for Information Technology Assessment and Planning Services City of Allen, Texas Information Technology Strategic Plan/ERP System Selection Challenge Rapidly growing city of 85,000 supported by a full-time staff of nearly 450. The IT staff had not grown to meet support demands. City departments competed for limited resources for technology to support citizenry;this included IT support.The Police Department had acquired its own dedicated IT support. GIS capabilities were limited but growing. Departmental applications, such as Sungard HTE (Finance/HR), were purchased years earlier with no long term city technology architectural vision. Solution Sciens conducted a citywide, comprehensive IT systems analysis that, included an operational review, IT inventory, and disaster contingency analysis; this was formally presented as an IT Assessment Report. Subsequently, developed recommendations for a practical, cost conscious approach to implementing Digital Government and eventual full-scale rollout of web-based services to citizens.This included a prioritized list of network,hardware and applications projects, with estimated capital and recurring costs and related deployment timeline. Conducted a prioritization discussion with Department Directors to review recommendations and develop consensus around prioritized,calendarized projects list. Developed IT organizational structure and positions to support the strategy and prioritized projects. Developed final IT Plan and presented it to the City Council for review,feedback and adoption. The project was completed in five months, on-time and on-budget. It was staffed by Stephen Gousie as Project Manager and Business Applications Lead, and Ernest Pages as Technical Lead. A second IT Strategic Plan was developed for the City five years later after the City and the IT Department completed the projects identified in the first IT Plan. Follow-On Projects Reference&Client Contact • Data Center Build-Out RFP Mr. Sid Hudson • Police & Fire Systems Replacement Selection Director of Information Technology • 2nd 5-Year IT Strategic Plan 305 Century Parkway • GIS Assessment Allen,TX 75013 • Administrative & PZB System Replacement Phone: (214) 509-4851 Selection shudson@cityofallen.org sciens Page 10 ,' City of Port Arthur Proposal for Information Technology Assessment and Planning Services City of Conroe, Texas Information Technology and GIS Strategic Plan Challenge Diverse city of over 52,000 whose population has doubled in the last twenty years. Technology application initiatives had been driven in a decentralized manner and technology infrastructure investment had not kept pace with growth. Solution An assessment was performed of the existing key technologies the City used, including municipal applications like Tyler Incode, GIS, Office Automation applications, the City website, telephony, document management, storage and the wired and wireless networks. User surveys and departmental interviews were conducted to understand use patterns,and satisfaction levels with technology and technology support used in day-to-day operations. In addition,workflow analyses were performed in the major departments. Working closely with the Information Technology and GIS staffs,eGov designed applications and infrastructure architectures to position the City for Digital Government deployment offering expanded services to citizens, residents, businesses and visitors; this included more extensive e- services over the website and implementation of a call center using citizen relationship management software for City customer with limited web access. Critical to the success of the Digital Government expansion was a multi-year development of GIS capabilities, spatial data, and integration with the Finance, Public Safety, Public Works and Community Development systems. In addition to identifying the key projects involved in the above Digital Government implementation, the Plan included a review of technology alternatives,costs implications and staffing requirements.These projects were reviewed with the IT Steering Committee and prioritized. A calendarized budget of capital and recurring costs, including staffing, was included in the final IT Strategic Plan presented to Council. The project was completed on-time and on-budget. It was staffed by Ernest Pages as Project Manager and Technical Lead, and Stephen Gousie as Process Design Engineer and Business Applications Lead. Follow-On Project Reference &Client Contact • RFP Development for a Wired and Wireless Pam Cobb, IT Manager Network Buildout and subsequent vendor City of Conroe selection. 300 W Davis Street Conroe,TX 77301 Phone: (936) 522-3071 pcobb@cityofconroe.org sciens Page 11 City of Port Arthur Proposal for Information Technology Assessment and Planning Services City of Pearland, Texas Information Technology Needs Assessment and Strategic Plan Challenge Dynamically growing city of over 90,000 whose population has increased over 140%since the last census, making it the 15th fastest growing city in the country. With non-incorporated areas served, the population supported exceeded 125,000. In addition to technology infrastructure investment falling behind the pace of growth, technology modernization had been inhibited in recent years due to the unsettled economic climate. Solution An assessment was performed of the information technology environment, including municipal applications, GIS, Office Automation applications, the City website, telephony, document management, storage and the wired and wireless networks. User surveys and departmental interviews were conducted to understand use patterns, and satisfaction levels with technology and technology support used in day-to-day operations. In addition, workflow discussions were performed in the major departments to understand the efficiency of those workflows and where process improvement and technology usage might improve operations. Working closely with the Information Technology, Sciens designed applications and infrastructure architectures to position the City for Digital Government, specifically to meet critical goals of modernizing the applications environment, standardizing and simplifying the technology infrastructure, and aligning the IT staff to meet the City's needs. In addition to identifying the key projects required to meet the above goals, the Plan included a review of technology alternatives, costs implications and staffing requirements. These projects were also phased over a multi-year period to minimize budgetary impact as well as spread the demand on the IT staff. A calendarized budget of capital and recurring costs, including staffing, was included in the final IT Strategic Plan. The project was completed in 2012 in 4 months, on- Reference &Client Contact time and within budget. It was staffed by Stephen John Knight Gousie as Project Manager and Business Applications IT Manager Lead, and Ernest Pages as Technical Lead.A followup City of Pearland refresh of the plan was completed in Fall of 2014. 3519 Liberty Drive Pearland,TX 77581 Phone: (281) 775-4552 Email: jknight@pearlandtx.gov 117 sciens Page 12 City of Port Arthur Proposal for Information Technology Assessment and Planning Services City of Waco, Texas Information Technology Strategic Plan/ERP System Selection Challenge City serving 225,000 residents was experiencing increasing constituent expectations both internally and externally, placing greater demands on City IT staff and resources. With aging systems and infrastructure, the City needed to prioritize its investment strategy and develop a roadmap for technology integration that was efficient and minimized disruptions to services. In addition, the City provides extensive services related to promoting Waco and drawing businesses and visitors to the City.These include City Zoo, Convention Center,Texas Ranger Hall of Fame, and Airport. They also support the County in providing 911 Dispatch, Library and the Health Department services.These had spread limited technology support resources more thinly. Solution Developed citywide technology plan for all city functions. Analyzed current condition of and presented alternative solutions for the following key areas: • Wide area network infrastructure ■ Telephony, including voice over IP services expansion • Secure computing through the City's network with enhanced security services • Replacement of the City's HTE finance and human resources system • City's ecommerce and social media capabilities • City's mobile capabilities • Police systems capabilities • Current Information Technology staff, including implications of the above solutions on the overall staff make-up and sizing,and mixed use of insourced and outsourced resourcing. The project was completed in 2012 in 4 months, on- Reference & Client Contact time and within budget. It was staffed by Stephen James Brown Gousie as Project Manager and Business Applications Information Technology Director Lead, and Ernest Pages as Technical Lead. City of Waco P.O. Box 2570 Follow-On Projects Waco,TX 76702-2570 ■ Interim IT management support Phone: (254) 750-5721 • Assistance with selection of a new IT Director Email: JamesBr@ci.waco.tx.us • RFP Development and Vendor Selection for replacement of HTE ERP System (Finance/HR, Utility Billing Community Development,Asset Management, Work Orders, CRM) Isciens Page 13 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Ector County, Texas Information Technology Strategic Plan Challenge The west Texas County with a population of 137,000 was experiencing limitations in their ability to adequately support the internal staff technology needs. The County had limited networking infrastructure and disconnected application systems. The County management was looking to improve the overall county operation through the use of modern information technology. Solution Sciens conducted a countywide,comprehensive IT systems analysis that included an operational review, IT inventory, and disaster contingency analysis; this was formally presented as an IT Assessment Report. Subsequently, developed recommendations for a practical, cost conscious approach to implementing modern IT systems. This included a prioritized list of network, hardware and applications projects, with estimated capital and recurring costs and related deployment timeline. Conducted a workshop with Department Directors and commissioners court to review recommendations and develop consensus around prioritized, calendarized projects list. Developed IT organizational structure and positions to support the strategy and prioritized projects. Developed final IT Strategic Plan and presented it to the Commissioners Court for review,feedback and adoption. The project was completed in six months, on-time within budget. It was staffed by Ernest Pages as Project Manager and Technical Lead, and Stephen Gousie as Process Design Engineer and Business Applications Lead. Follow-On Projects Reference&Client Contact • IT Management Services Mr. Dale Childers • Network Implementation Management County Commissioner ■ Business Process Review Ector County • Court/Law Enforcement/Jail Systems 1010 E 8th Street Implementation Management Odessa,Texas 79761 ■ Radio System Upgrdade Phone: (432) 212-5735 • Web Site Development Email: Dale.Childers@ectorcountytx.gov lisciens Page 14 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Section B: Personnel B.1 Personnel Summaries Summaries of the background of the Sciens team members are provided below. Ernest Pages(Partner)has over twenty-five years of experience in information/communications technology design and has been involved with numerous governments and Fortune 500 companies assisting them in strategic planning and implementing systems. Ernest is currently the CIO of Ector County, Texas where he has created the IT Department, hired staff, developed policies and processes, and developed governance methods. In that capacity, he has also designed, budgeted, and implemented a county-wide area network, data center, internet disaster recovery, web-filtering,firewalling,centralized systems management(SCCM), end-point security, and Cloud-based core systems. Ernest has renegotiated the contract with AT&T to substantially reduce the phone costs throughout the County. His areas of technical expertise include: IP Backbone Networks, Voice over IP, Network Security, Police/Fire CAD/RMS Systems, Court Case Management Systems, Document Management Systems, Storage Area Networks, Cloud-based Computing, Mobility, and Geographic Information System (GIS). As part of continuing education, Ernest has become certified as a Microsoft Systems Engineer (MCSE) and in the Governance of Enterprise IT (CGEIT); he is also a Certified Information Systems Auditor (CISA) and a State of Florida Engineer (EIT). Ernest earned a Bachelor of Science in Mechanical Engineering, Masters in Business and a Master of Science in Industrial Engineering from the University of Miami. Stephen Gousie (Partner) has over twenty-five years of professional experience working with organizations on the improvement and automation of processes,and development and selection of systems that support their strategic goals, meet their mission and serve their community. Stephen's extensive background in accounting, finance and information technology provide him with the knowledge and skills needed to assist local government organizations and agencies to define their priorities and budgets, and target investments to maximize the return on their investments. This is especially critical for local governments that are poorly served by their current enterprise resource planning systems (i.e., finance, human resources, planning/zoning/ building (land management), asset management, citizen relationship management and document management capabilities). Stephen has led teams to plan, refine requirements, develop requests for proposal, select and negotiate contracts with vendors, and implement the systems in as cost-effective and efficient a manner as possible, minimizing the disruption that such activities can have on an organization. As part of his continuing education, Stephen is certified by the Project Management Institute as a Project Management Professional (PMP #1324565), certified by EXIN in the Information Technology Infrastructure Library (ITIL), and is a certified Process Design Engineer (CPDE). Stephen earned a Bachelor of Arts in Economics from The George Washington University and a Master of Science in Management (MSM) from Lesley University. sciens Page 15 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Ryan Page brings expertise in enterprise resource planning systems, finance and City of Port Arthur procurement, including request for proposal Project Manager development and sourcing. Ryan contributes strong analytical and process mapping skills. He has applied these skills in working with national Sciens City of Port Arthur retail companies. Ryan earned a Bachelor of Engagement Manager/ Technical Consultant Project Resources Business Administration in Supply Chain Ernest Pages Management from Texas A&M University. Sciens Business Process Consultant 82. Resumes Stephen Gousie The following pages contain our personnel's resumes. Sciens Business Process Analyst Ryan Page City of Port Arthur Information Technology Master Plan Project Structure sciens Page 16 Proposal for City of Port Arthur Information Technology Assessment and Planning Services Ernest Pages, MCSE, CGEIT, CISA Partner, Sciens epages@sciens.com Summary Specialties Partner at Sciens. Ernest is an internationally recognized expert with - Technology Management over twenty-five years' experience in technology management, - Communications Systems planning and communications systems design. - Procurement and Contract He has advised private and public sector CIOs and CEOs on the strategic Negotiation - Implementation Project use of technology for operations improvement. He balances technical Management depth with business savvy to help create effective implementations. - Business Process Improvement He has successfully assisted senior management to converge on the - Business Planning and technology vision, and led technical teams to effectively deploy the Feasibility vision. Technology Experience Representative Projects - IP Backbone Networks Technology Management - Voice over IP Systems - Executive Management Outsourcing: Provided executive - Video Communications management to multiple organizations undergoing transition, to - Storage Area Networks - Systems Security include CIO/COO services. Included market planning, marketing Cloud Based Computing and sales management,and product delivery management. - Municipal Systems - IT Strategic and Governance Plans: Developed multiple plans for - Geographic Information government organizations, to include assessment of strategic Systems(GIS) business objectives, IT goals assessment, IT operations - Alternative Energy Systems assessment, recommended governance structure recommended Industry Areas technology architecture,and phased budget plans. - Local/County Government - IT Management Assessment and Planning: Conducted detailed - Police,Fire, EMS reviews of multiple IT organizations using COBIT and ITIL best - Manufacturing practices. Subsequently developed new organizational structure, - Utilities - Airports governance mechanisms and technology direction. Entertainment - IT Disaster Recovery Planning: Have assisted multiple Telecommunications organizations in designing fault resilient network and system -Professional Registrations configurations. Designs have planned for the system recovery - Certified in the Governance of using technologies such as virtualization and cloud computing. Enterprise IT(CGEIT) Communications Systems Design - Certified Information Systems - County and Public Safety Network Design: Developed conceptual Auditor(CISA) architecture and design specifications for multiple agencies. - Microsoft Certified Systems Networks provided secure access to criminal history information Engineer(MCSE) to investigators and mobile units. - Certified in Information - International Airport Telecommunications Strategic Plan: Technology Infrastructure Library(ITIL) Developed the strategic direction for an integrated airport FEMA Continuity of Operations network. The plan included an analysis of the current and future (COOP)and Incident Command applications requirements such as Baggage Information Display System(ICS) Planning (BIDS), Flight Information Display (FIDS), and Common Use - State of Florida, Engineering Terminals(CUTE)systems.The plan provided for the integration of EIT Number 481ET259 a high speed ATM based backbone to provide comprehensive connectivity and manageability for video,voice and data systems. lisciens Page 17 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Ernest Pages, MCSE, CGEIT, CISA Partner, Sciens Experience - Theme Park Network Design and Specifications: Developed - Sciens Services LLC,Partner integrated network design and technical specifications for - Ryder System,Inc., IT Manager international theme park. Design included the network - Florida Power and Light, architecture for varied subsystems including - Theme Ride Management Analyst Telemetry, Video Surveillance, VolP, Building Management and - Deloitte and Touche, Management Consultant business administration. - Siemens Communications, - Telecommunications Sector Planning: Technical advisor to Communications Software multidisciplinary business delegation to provide assistance to the Engineer Russian and Czech Republic telecommunications sector as part of - Nortel Networks,Systems their transition to a market economy. Engineer - Telecommunications Sector Strategic Planning: Managed Team - Stone and Webster Architect and performed detailed technical analysis, marketing review, and Engineers,Design Engineer developed alternatives for the restructuring of the Professional Affiliations telecommunications sector of the country of Bolivia for the World - Information Systems Audit Bank. Control Association International City/County Procurement and Contract Negotiation Management Association - Geographic Information Systems (GIS) Selection: Analyzed the - Institute of Electrical and operations of multiple organizations determining the GIS needs, Electronic Engineers available data sources, GIS architecture, and support delivery - Institute of Industrial Engineers organizational structure. Developed procurement RFP's and Education assisted in the selection of the optimal GIS integrator. - University of Miami—School - Public Safety Systems Design,Selection and Contract Negotiations: of Engineering Analyzed the operations of over 50 public safety agencies and Master of Science in Industrial developed Request for Proposals, assisted with vendor selection, Engineering, MSIE contract negotiation and implementation of integrated systems. Area of Specialization:Total Productivity and Quality - Public Safety Systems Litigation Support: Provided expert witness Management services in support of County lawsuit regarding the lack of - University of Miami-School of functional performance of the Computer Aided Dispatch System. Business Implementation Project Management Master of Business - Global Router Network Deployment: Managed the Administration,MBA implementation of IP network for multinational bank. Deployment Area of Specialization:Strategic included the selection of the routing protocol (OSPF), equipment Management staging and installation over eleven cities. Network was - Florida Atlantic University— successfully deployed on schedule, budget. School of Engineering - Network to Host Integration: Provided mainframe access to Bachelor of Science in Mechanical Engineering,BSME corporate network users through the deployment of an SNA Area of Specialization: gateway. Project required coordination with mainframe front end Alternative Energy/Numerical communications and the network administration. Project was Methods delivered on time and in schedule. sciens Page 18 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Stephen Gousie, PMP Partner, Sciens sgousie@sciens.com Summary Partner at Sciens. Stephen is a nationally recognized expert in project Specialties management, business process analysis and reengineering, and - Project Management technology acquisition. He has an extensive background in accounting, - Business Analysis finance and information technology, provide him with the knowledge - Process Reengineering and skills needed to assist local government organizations and agencies - Strategic Planning Systems Implementation to define their priorities and budgets, and target investments to Management maximize the return on their investments. - Vendor Management Stephen understanding of the business of government and knowledge - Technology Acquisition of information technology have enabled him to lead large and small c Needs Analysis project teams on hundreds of projects,such as integrated ERP systems, c Specifications including those involving cloud services, client server and legacy c RFP Development, integration. c Vendor Selection c Contract Negotiations Representative Experience c Implementation - Integrated Enterprise Resource Planning (ERP) System Planning, - Biometrics/Multi-factor Authentication Selection: Worked with cities and counties in the review of Industry Areas capabilities in the areas of finance, human resources, - Local/County Government planning/zoning/building (land management), asset - Police,Fire,EMS management, citizen relationship management and - Banking document management capabilities. Analyzed existing - Insurance environment and developed move-forward plan, including budget - Petrochemicals and priorities. Conducted extensive analysis of user needs in the - Pipelines - Logistics context of market capabilities, developed specifications, Utilities developed Requests for Proposal, assisted with vendor selection, - Airports contract negotiation. - Integrated ERP System Project Management: Managed project Professional Registrations teams for integrated ERP systems implementations. Directed - Project Management multiple vendors'products and services, managed project timeline Professional and budget,and city/county resources for successful,on-time and (PMP#1324565) on-budget implementations. - EXIN Certified in - IT Management Assessment and Planning: Conducted detailed Information Technology reviews of IT organizations using COBIT and ITIL best practices. Information Library(ITIL) Subsequently developed new organizational structure,governance - Certified Process Design Engineer(CPDE) mechanisms and technology direction. - Business Process Reengineering: Managed team that analyzed Fortune 100 healthcare provider's patient billing and collection processes, identified improvement opportunities, documented and trained new processes, resulting in improved collections and fewer delinquent accounts for the provider. • Page 19 lisciens City of Port Arthur Proposal for Information Technology Assessment and Planning Services Stephen Gousie, PMP Partner, Sciens Professional Affiliations - Interim IT Management: Provided interim management to IT - Project Management organizations, including planning, personnel management,service Institute(PMI) delivery management, governance management. Assisted with - American Public-Safety identification and selection of full-time resource (i.e., IT Communications Officers Director/CIO)and facilitated the transition. International(APCO) - ISO 9000 Certification:Led organization that provided services and - Institute of Industrial Engineers(IEE) software to define quality management practices and have its International City/County processes ISO 9000 certified. Management Systems Management Association Development: Lead analyst and project manager for team that (ICMA) analyzed,designed and codified management system processes for - Information Technology global Fortune 50 company. Management system touched every Service Management Forum aspect of work performance, from planning to safety to (ITSMF) manufacturing. - International Society for - Advanced Biometric Technology Integration: Led international Performance Improvement team developing a biometrically-enabled immigration visa (ISPI); past chapter prototype system using multi-factor authentication. president,member - Airport Security Program: Coordinated multi-vendor team Previous Experience designing and developing leapfrog biometric and sensor Partner at Sciens technology products for the airport market using a regional airport - Strategic Programs as a test bed. Manager for NEC Solutions - Safety Management System: Led team to develop safety America management policies and processes for Fortune 100 pipeline - Program Manager for Niteo company that was under EPA mandate and deadline. Met deadline Partners to save customer millions of dollars in fines. - Program Manager for Zefer - International Sourcing Training Program: Designed and developed Consulting training course for buyers for a Fortune 100 retail company.Course - Managing Director for instructed buyers in traversing the challenges of establishing Information Mapping - Senior Consultant for manufacturing arrangements in nascent markets overseas. Information Mapping - Business Analyst for the =ducation U.S.Customs Service Lesley University-Graduate School of Arts&Sciences - Assistant Controller for the Strategic of Science in Management, MSM Water Pollution Control - Areas of Specialization:Organizational Design, Human Federation Performance Technology, Information Technology The George Washington University-Columbian College Bachelors of Arts in Economics, BA - Area of Specialization: Econometrics sciens Page 20 �' City of Port Arthur Proposal for Information Technology Assessment and Planning Services Ryan Page - Consultant rpage@sciens.com Summary As a Consultant at Sciens,Ryan brings a technical background in Specialties supply chain management,negotiation, procurement,and ERP - Procurement management to the organization. - Supply Chain Management He has previously applied these skills in contract negotiation for retail - Negotiation providers, in retail procurement and supply chain industries,and now - ERP Management Process Ma Pp g in in consulting for the public sector. - Strategic Sourcing Representative Experience Financial Analysis - Business Financial Analyst Worked with private equity firms to develop criteria for multiple Industry Areas retail chain Software-as-a-Service contract that would allow for - Retail Procurement data sharing and communication between organizations. - Retail Supply Chain Conducted financial analysis on organization department to - Contract Negotiation determine software budget over 5 year span. Six Sigma Optimization — RFP Development&Review - Customer Service Developed and published RFP bids with multiple vendors. Monitored vendor bidding within the system and consulted on Research Publications and vendor needs and questions. Scaled and rated bidding using Case Studies organization algorithms to determine rating for vendor bids. - IBM IT Systems Consulting Results of bidding processes led to organization savings of over a Review million dollars and improved service for the foreseeable future. Republic Redesign and — Strategic Sourcing Analysis - Syncs System's Forecasting Conducted interviews, reviewed proposals, and demonstrations Analysis for eProcurement systems,vendor management systems,and contract management systems. Utilized scaling and rating system to compare opportunities presented by multiple vendors. Previous Experience - Six Sigma Process Mapping - Procurement and Supply Assisted in the mapping, monitoring,and adjusting of distribution Chain Intern at PETCO Technician at Kickapoo and procurement operation of national retail chain. Utilizing Ranch Resort software and hardware reorganization, efficiency of operations - Texas A&M Delegate for improved on multiple levels of organization. Abbott Leadership - Contract Negotiation Conference Negotiated and organized contractual terms with SAP and Oracle over the implementation and scalability of systems used for electronic procurement and vendor management. Texas A&M University Bachelors of Business Administration in Supply Chain Management,BBA 11 scleras Page 21 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Section C: Strategic Planning Process C.1 Project Approach Our approach places a premium on communication and collaboration. In addition to regular phone calls and weekly progress reports made to the City's Project Manager, our team of professionals meets and works with the City's team, specifically to: • Understand senior management's goals to identify the City's strategic direction • Interact with key users to review their functional needs, • Meet with IT staff to analyze how the existing infrastructure(both network and applications), processes, and organizational structure support the departmental staff The result is a logical, comprehensive Information Technology Strategic Plan based on factual discovery of your needs. Our approach is field-proven, structured, replicable, and scalable — leading to shortened project schedules and lowered overall project costs. The approach allows many opportunities for the City's staff to be involved in development of the Plan and provide input to the final recommendations. The work plan proposed enables the City and Sciens to develop an Information Technology Strategic Plan that: • Modernizes the City's application environment and services • Stabilizes and enhances the organizational environment to aid in management transitions • Improves the efficiency and effectiveness of City work processes by both streamlining and improving processes and the technologies that supports them • Aligns technology to an enterprise perspective ■ Redefines how IT resources are utilize and shared to both improve service delivery to residents and streamline internal operations • Focuses IT investments on initiatives that will enable significant improvement in Citywide service delivery and business operations,and • Enables forward-looking IT initiatives,such as Digital Government services, residents' portals, e-Identity, enterprise content management, and wireless/mobile communications • Minimizes disruptions to services for existing users and customers • Addresses integration of heterogeneous systems ■ Improves the City's operational efficiency in the most cost effective manner. A summary of our project approach is shown below. sciens Page 22 ,' City of Port Arthur Proposal for Information Technology Assessment and Planning Services Phase 1 Phase 2 Phase 3 Data Gathering Strategy Development& &Assessment Project Prioritization Plan Development J ,j Deliverable:Findings& Deliverables:Prioritization \'4 Deliverable:Final Plan& Recommendations Workshop,Budget& Presentation Projects Timeline Sciens Assessment&Strategic Planning Process 11 Phase 1 —Data Gathering and Assessment We begin with a thorough examination of the information available regarding how each department utilizes IT systems in support of their business objectives. We collect and examine relevant data regarding: • The City's strategic business direction Phase 1:Data Gathering&Assessment ■ Organizational roles and responsibilities • Discovery/Project Kickoff • Financial investments in technology (i.e., information • Strategic Direction Review technology expenditures city-wide and technology- • IT Governance Review related CIP budget) • Functional Needs Review • Customer departments' functional/business needs • Infrastructure&Architectures Review • Current technical infrastructure and application • Mobility Review architectures • Technical Support Review • Technical support provided by the IT organization • IT Policies,Processes&Standards ■ Benchmark key operational, service and security IT Review processes • Technical Risks Review • Identification of IT-related business risk. • Findings&Recommendations The Data Gathering & Assessment phase is comprised of separate tasks designed to touch every aspect of the IT Department's business, including managerially and technically. Data will be collected through interviews and focus groups with the IT Department's staff, the City's Departmental Directors, and key Departmental staff members; and, an examination of physical sites and documentation. Utilizing this information, Sciens will Phase 1 Deliverables perform the activities shown here. • Web-based eSurvey • Using these findings, the Sciens team will identify the Project Kickoff Presentation • issues and limitations. The goal of the Findings is to Benchmarking Financial and Staffing provide a documented report on the current issues • City Departmental&IT Department Interviews • and areas of possible improvement for the City's Network and Applications Interaction Diagrams • technology environment. ITIL Policy and Process Review • Cyber Security Evaluation ■ Findings&Recommendations Report sciens Page 23 City of Port Arthur Proposal for Information Technology Assessment and Planning Services We develop recommendations to utilize existing infrastructure and applications with the least additional costs. However, if operational efficiency and/or management effectiveness/efficiency are best served by modifying/adding to infrastructure or applications, those recommendations will be made and supporting information provided in order to 2assist the City with prioritization decisions in the next phase. Phase Pr SDevelopment& Project Prioritization Phase 2 —Strategy Development& Project Prioritization • Information Technology Once the data gathering and assessment are completed, the Strategic Direction Sciens team will work with representatives for the City in • Project Prioritization ost utilizing the Findings& Recommendations Report to develop an o im o Timeframe IT strategic direction for the City, and conduct a project o IT Support prioritization session with IT Management and key stakeholders o Value the City wishes to include.These activities are shown here. 0 Risk • Information Technology Strategic Direction Sciens will work with the City to develop an IT Strategic Direction comprised of: an IT vision statement and associated guiding principles; a technology roadmap; IT services that need to be provided to support the vision and roadmap; sourcing recommendations for those services. • Project Prioritization Sciens will work with key City representatives to develop a High list of projects drawn from the Findings and Recommendations. Over the w 0 course of multipleo0 discussions, Sciens will work with the City in establishing a 0 00 list of projects to alleviate the Low High City's existing issues and Value prepare it for future initiatives. Utilizing this projects list, we will facilitate prioritization with IT staff and other key stakeholders (as desired). Facilitation will be performed to streamline the complex decision- making process. Each project will be evaluated using the Project Prioritization Matrix using the following criteria: Cost,Timeframe, IT Support,Value and Risk.This is shown here. sciens Page 24 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Utilizing the PPM, Sciens will facilitate the decision- Phase 2 Deliverables making process with IT Management and key • Strategic Technology Direction stakeholders to help them reach consensus on project • IT Department Services Definition priorities. In addition, we will model the process to be • Future State Network Diagram used by the IT Department on an annual basis to keep the • Future State Applications Diagram Plan current. Finally, once consensus has been reached, • Organizational Recommendations the projects will be sequenced and calendarized so that a • Policies/Processes Recommendations phased implementation is logical both functionally and • Project Recommendations technically. • Project Prioritization Matrix Phase 3—Plan Development • Projects Costs(capital,recurring) Once consensus is developed with IT and stakeholders,Sciens • Prioritized Projects List will develop the Information Technology Strategic Plan that includes: • Strategic Technology Direction — The final version of the Phase 3:Plan Development strategy selected by the committee, including diagrams • Plan Drafted illustrating the infrastructure and application architectures. . City Review • Prioritized Projects List — Prioritized initiatives/programs as ■ Plan Updated&Finalized established during the Prioritization discussion. • Presentation • Investment Plan — Calendarized budget describing the investments required during each phase of the Plan. • Non-Project Recommendations— Non-project recommendations made by the Sciens during the strategic planning process. • Transition Plan — Phased view at implementation of projects Phase 3 Deliverables so as to minimize disruption to the organization and best • Draft Information Technology leverage available resources. Strategic Plan The draft will be submitted for review and comment by the City • Final Information Technology and revisions will be made accordingly. Once completed, Sciens Strategic Plan will present the final Plan to City Management and/or City • Presentation to City Council. Management and/or City Council n sciens Page 25 City of Port Arthur Proposal for Information Technology Assessment and Planning Services Section E: Project Timelines El Strategic Plan Development Timeline GANTT chart for this project, identifying the major tasks with associated, proposed start and completion dates, and milestones, is shown below. Sciens will work with the City of Port Arthur to arrive at a schedule that meets your objectives and deadlines. It is expected that Phases 1,2 and 3 will take just short of 3-5 months depending upon the impact of vacations and holidays. This timeline is illustrated for planning purposes below. Dates are subject to change based upon discussions with the City regarding goals and availability. Apr 2016 May 2116 Jun 2016 1a12016 Aaq 2016 ID Task Name Start Finish Duration A/3 4/10 A/I) 4.20 5/9 5/6 5/15 5/12 5/29 6/5 6/12 6/19 6/26 7/3 2/10 1/17 7/21 2/31 6/7 1 Data Gathering and Assessment 4/14/2016 6/17/2016 47d 2 Data Gathering 4/14/2016 5/18/2016 25d 3 Draft Assessment Report 5/18/2016 5/31/2016 10d 4 City Review 5/31/2016 6/6/2016 5d 5 Final Report 6/6/2016 6/17/2016 10d 6 Strategy Devdapment and Protect Prioritization 6/20/2016 7/11/2016 16d 7 Strategy/PrioMizatian Preparation 6/20/2016 7/8/2016 15d MOM 8 Strategy/Pdarltiz aim Discussion 7/11/2016 7/11/2016 ld 9 Plan Development 7/7/2016 8/12/2016 27d VIMMEMMENNINNIF 10 Draft Ran 7/7/2016 7/27/2016 15d 11 City Review 7/28/2016 8/3/2016 Sd 11111 12 Final Ran 7/29/2016 8/11/2016 10d MIME 13 Presentation 8/12/2016 8/12/2016 1d Page 26 lisciens Proposal for City of Port Arthur Information Technology Assessment and Planning Services Section F: Cost Estimate F.1 Plan Project Cost Detail The total project costs for Phases 1, 2 and 3 are shown in the Project Cost Detail below;fees were calculated using an hourly billing rate of$160 per hour for all senior Sciens personnel and $85 per hour for junior personnel on the project. Based on the scope of work description, deliverables, and our proposed method for conducting the services, our not to exceed total cost for Phases 1, 2 and 3 is$39,600. Phase Activity Milestone Hours Fees Expenses Total 1 Data Gathering&Assessment la Data Gathering eSurvey,review available 72 $ 9,720 $ 3,450 $ 13,170 documentation,interviews with departments and IT staff lb Draft Assessment Report draft delivered to the City 32 $ 3,920 $ - $ 3,920 Report is City Review Feedback delivered to Sciens j - $ - $ - $ - 1d Final Report Final Report delivered to the City 32 ! $ 3,920 $ - $ 3,920 2 Strategy Development&Project Prioritization 2a Strategy/Prioritization Strategy development,project 44 $ 5,240 $ - $ 5,240 Preparation ;identification and preliminary prioritization,costing,staffing requirements 2b Strategy/Prioritization Agreed upon,calendarized and 12 $ 1,320 $ - $ 1,320 Discussion ;prioritized projects I 3 Plan Development 3a'Draft Plan 1 Plan draft delivered to the City 40 $ 5,200 $ - $ 5,200 3b City Review FeedbackdeliveredtoSciens _; - $ - $ - $ - 3c Final Plan +Final Plan delivered to the City 24 i $ 2,640 $ - $ 2,640 3d Presentation I Presentation to City Management 24 $ 2,640 $ 1,550 i $ 4,190 and/or City Council TOTAL 280 a $._..34,� , $ 5,000 $39,600 _ ._ IN i sciens Page 27