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HomeMy WebLinkAboutPR 24365: SCIENS LLC TO PERFORM A CITY-WIDE TECHNOLOGY ASSESSMENT TO DEVELOP A STRATEGIC TECHNOLOGY PLAN FOR THE NEXT 5 YEARS INTERNAL CORRESPONDENCE To: Rondal Burton, CPM, City Manager From: Fay Young, Information Technology Director Date: June 5, 2025 Subject: Proposed Resolution No. 24365 Introduction: This is a recommendation to engage Sciens LLC to perform a city-wide technology assessment and to develop a Strategic Technology Plan for the next five years. Sciens, LLC is an approved vendor of the TIPS Purchasing Cooperative(TIPS-USA Contract number 200105). Background: Pursuant to Resolution 16-162, the 2016 Technology Assessment and Strategic Technology Plan was performed Sciens LLC. Therefore, Sciens LLC has historical knowledge of the City's technology landscape to perform the Strategic Technology Plan. Sciens,LLC has proposed the following four-phase process with a total estimated project duration of 328 hours: Phase 1 — Project Initiation and Data Gathering: Project planning and management, data collection, and onsite interviews. Phase 2—Current Environment Assessment: Analyze current environment, assess risk, develop assessment findings. Phase 3—Recommendations and Prioritization: Develop new project initiative,develop timeline and budget. Phase 4 — Strategic Technology Master Plan: Draft Strategic Technology Plan, Final Strategic Technology Plan. Budgetary Impact: The projected budgetary impact for this project is$64,630.00.Funding in Information Technology Professional Services Account No. 001-09-023-5420-00-10-000. Recommendation: Information Technology recommends engaging Sciens in conducting a citywide technology assessment and the development of a citywide Strategic Technology Plan for the next five years. P.R. NO. 24365 FY 6/6/2025 RESOLUTION NO. A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH SCIENS LLC OF MCKINNEY, TEXAS, THROUGH TIPS-USA, A PURCHASING COOPERATIVE, FOR THE PERFORMANCE OF A TECHNOLOGY ASSESSMENT AND THE DEVELOPMENT OF A CITY-WIDE STRATEGIC TECHNOLOGY PLAN FOR THE NEXT FIVE-YEARS, WITH A PROJECTED BUDGETARY IMPACT OF $64,630.00; FUNDS AVAILABE IN THE INFORMATION TECHNOLOGY PROFESSIONAL SERVICES ACCOUNT NO.001-09-023- 5420-00-10-000-. WHEREAS,the City desires to conduct a city-wide technology assessment and to develop a city-wide Strategic Technology Plan for the next five years; and WHEREAS,pursuant to Resolution 16-162,Sciens,LLC performed the 2016 Technology Assessment and Strategic Technology Plan and therefore possesses historical knowledge of the City's technology landscape to 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, 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 TIPS Purchasing COOPERATIVE (Contract number 200105); and WHEREAS, it is recommended that the City entered into a contract with Sciens, LLC to conduct a city-wide technology assessment and to develop a city-wide Strategic Technology Plan for the next five-years. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PORT ARTHUR, TEXAS: Section 1. That the facts and opinions in the preamble are true and correct. I P.R.NO. 24365 FY 6/6/2025 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 a Technology Assessment and the development of a city-wide Strategic Technology Plan for the next five-years, with a projected budgetary impact of$64,630.00,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. 2025 at a regular meeting of the City of Port Arthur, Texas by the following vote: Ayes: Mayor: Councilmembers: Noes: CITY OF PORT ARTHUR: Thurman Bill Bartie,Mayor ATTEST: Sherri Bellard, City Secretary APPROVED AS TO FORM: Roxann Pais Cotroneo, City Attorney P.R. NO. 24365 FY 6/6/2025 APPROVED FOR ADMINISTRATION: tO,‘ Ronald Burton, CPM • Clifton illiams, CPPB City Manager Purchasing Manager Fay Young, PE/CGCIO/ Information Technology o irector APPROVED AS TO AVAILABILITY OF FUNDS: cW-la/L- (361j,/,/ Lynda(Lyn) Boswell, MA, ICMA-CM Director of Finance P.R. NO. 24365 FY 6/6/2025 Exhibit A RT STATE OF TEXAS § CITY OF PORT ARTHUR,TEXAS § AGREEMENT FOR IT CONSULTING SERVICES COUNTY OF JEFFERSON § This Agreement for the Technology Assessment and Development of Information Technology Strategic Plan is made by and between the City of Port Arthur,Texas,("City")a Texas home-rule municipality located in Jefferson County, Texas and Sciens, LLC ("Consultant"), a Texas limited liability company, acting by and through the Parties' 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 Strategic Plan(the "Services"); and WHEREAS,Consultant desires to render Consultant services in accordance with 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 is hereby acknowledged, the Parties agree as follows: Article I Employment of Consultant Consultant will perform as an independent contractor for all services under this Agreement to the prevailing Consultant standards consistent with the level of care and skill ordinarily exercised by members of Consultant's profession,both public and private, currently practicing in the same locality under similar conditions including but not limited to the exercise of reasonable, informed judgments and prompt, timely action. If Consultant is representing that it has special expertise in one or more areas to be utilized in the performance of this Agreement,then Consultant agrees to perform those special expertise services to the appropriate local, regional and national Consultant standards. Article II Term 2.1 The term of this Agreement shall begin on the date of execution by all parties and shall remain in effect for a period of three (3)months or until services are complete, including the time necessary to develop the project deliverables, subject to change upon request or mutual agreement(s). 2.2 Consultant may terminate this Agreement by giving thirty (30) days prior written notice to City. In the event of such termination by Consultant, Consultant shall be entitled to compensation for services satisfactorily completed in accordance with this Agreement prior to the date of such termination. 2.3 City may terminate this Agreement by giving ten (10) days prior written notice to Consultant. In the event of such termination by City, Consultant shall be entitled to compensation for services satisfactorily completed in accordance with this Agreement prior to the date of such termination. Upon receipt of such notice from City, Consultant shall immediately terminate working on,placing orders or entering into contracts for supplies,assistance,facilities or materials in connection with this Agreement and shall proceed to promptly cancel all existing contracts insofar as they are related to this Agreement. 2.4 Upon notice of termination by Consultant or City, Consultant shall immediately surrender all project documents produced by Consultant and its subcontractors up to and including the date on which termination notice was given. Article III Scope of Services 3.1 Consultant shall perform the services specifically set forth in Exhibit A, attached hereto and incorporated herein by reference, entitled"Scope of Services." In case of conflict with the language of ExhibitA and the provisions of this Agreement,the provisions of this Agreement shall control. Any additional services require the prior approval of the City Council of the City. 3.2 The Parties acknowledge and agree that any and all opinions provided by Consultant represent the best judgment of Consultant. Article IV Schedule of Work 4.1 Consultant agrees to commence services upon written direction from City and to complete the tasks set forth in Exhibit A, Scope of Services, in accordance with a work schedule established by City (the"Schedule"),which is attached hereto and incorporated as Exhibit A. 4.2 In the event Consultant's performance of this Agreement is delayed or interfered with by acts of City or others, Consultant may request an extension of time for the performance of same as hereinafter provided, and City shall determine whether to authorize any increase in fee or price,or to authorize damages or additional compensation as a consequence of such delays,within a reasonable time after receipt of Consultant's request. 4.3 No allowance of any extension of time, for any cause whatsoever, shall be claimed or made by Consultant, unless Consultant shall have made written request upon City for such extension not later than five(5)business days after the occurrence of the cause serving as the basis for such extension request, and unless City and Consultant have agreed in writing upon the allowance of such additional time. Page 2 of 11 City of Port Arthur, Texas Professional Services Agreement gr- Article V Compensation and Method of Payment 5.1 City shall pay Consultant for the services specifically as set forth,ExhibitA and in accordance with the Rate Schedule in the total not to exceed amount of $64,630.00 for said services. 5.2 Each month Consultant shall submit to City an invoice supporting the amount for which payment is sought. Each invoice shall also state the percentage of work completed on the Project through the end of the then submitted billing period,the total of the current invoice amount, and a running total balance for the Project to date. 5.3 Within thirty (30) days of receipt of each such monthly invoice, City shall make monthly payments in the amount shown by Consultant's approved monthly invoice and other documentation submitted. 5.4 Consultant shall be solely responsible for the payment of all costs and expenses related to the services provided pursuant to this Agreement including, but not limited to, travel, copying and facsimile charges, reproduction charges, and telephone, interne, e-mail, and postage charges, except as set forth in Exhibit A. 5.5 Nothing contained in this Agreement shall require City to pay for any services that are unsatisfactory as determined by City or which is not performed in compliance with the terms of this Agreement, nor shall failure to withhold payment pursuant to the provisions of this section constitute a waiver of any right,at law or in equity,which City may have if Consultant is in default, including the right to bring legal action for damages or for specific performance of this Agreement. Waiver of any default under this Agreement shall not be deemed a waiver of any subsequent default. Article VI Devotion of Time,Personnel, and Equipment 6.1 Consultant shall devote such time as reasonably necessary for the satisfactory performance of the services under this Agreement. City reserves the right to revise or expand the scope of services after due approval by City as City may deem necessary, but in such event City shall pay Consultant compensation for such services at mutually agreed upon charges or rates, (a copy of the Rate Schedule is attached hereto as Exhibit A),and within the time schedule prescribed by City, and without decreasing the effectiveness of the performance of services required under this Agreement. In any event,when Consultant is directed to revise or expand the scope of services under this Agreement,Consultant shall provide City a written proposal for the entire costs involved in performing such additional services. Prior to Consultant undertaking any revised or expanded services as directed by City under this Agreement, City must authorize in writing the nature and Page 3 of 11 City of Port Arthur, Texas Professional Services Agreement scope of the services and accept the method and amount of compensation and the time involved in all phases of the Project. 6.2 It is expressly understood and agreed to by Consultant that any compensation not specified in this Agreement may require approval by the City Council of the City of Port Arthur and may be subject to current budget year limitations. 6.3 To the extent reasonably necessary for Consultant to perform the services under this Agreement, Consultant shall be authorized to engage the services of any agents, assistants, persons, or corporations that 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 borne exclusively by Consultant. 6.4 Consultant shall furnish the facilities, equipment, telephones, facsimile machines, email facilities, and personnel necessary to perform the services required under this Agreement unless otherwise provided herein. Article VII Relationship of Parties 7.1 It is understood and agreed by and between the Parties that in satisfying the conditions and requirements of this Agreement,Consultant is acting as an independent contractor, and City assumes no responsibility or liability to any third party in connection with the services provided by Consultant under this Agreement. 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, servant,representative,or employee of City. Consultant shall supervise the performance of its services and shall be entitled to control the manner, means and methods by which Consultant's services are to be performed, subject to the terms of this Agreement. As such, City shall not train Consultant, require Consultant to complete regular oral or written reports, require Consultant to devote his full-time services to City,or dictate Consultant's sequence of work or location at which Consultant performs Consultant's work, except as may be set forth in Exhibit A. Article VIII Insurance 8.1 Before commencing work, Consultant shall, at its own expense, procure, pay for and maintain during the term of this Agreement the following insurance written by companies approved by the state of Texas and acceptable to City.Consultant shall furnish to the City Manager certificates of insurance executed by the insurer or its authorized agent stating coverages, limits, expiration dates and compliance with all applicable required provisions. Certificates shall reference the project/contract number and be addressed as follows: City of Port Arthur, Texas Attention: Ron Burton, CPM City Manager 444 4th Street Port Arthur, Texas 77640-1089 Page 4 of 11 City of Port Arthur, Texas Professional Services Agreement A. Commercial General Liability insurance, including, but not limited to Premises/Operations, Personal & Advertising Injury, Products/Completed Operations, Independent Contractors and Contractual Liability, with minimum combined single limits of $500,000 per occurrence, $500,000 Products/Completed Operations Aggregate, and $500,000 general aggregate. Coverage must be written on an occurrence form. The General Aggregate shall apply on a per project basis. B. Workers' Compensation insurance with statutory limits; and Employers' Liability coverage with minimum limits for bodily injury: 1) by accident, $100,000 each accident, and 2) by disease, $100,000 per employee with a per policy aggregate of $500,000. C. Business Automobile Liability insurance covering owned, hired and non- owned vehicles, with a minimum combined bodily injury and property damage limit of $500,000 per occurrence. D. Consultant Liability Insurance to provide coverage against any claim which the Consultant and all Consultants engaged or employed by the Consultant become legally obligated to pay as damages arising out of the performance of Consultant services caused by error, omission or negligent act with minimum limits of $1,000,000 per claim, $1,000,000 annual aggregate NOTE:If the insurance is written on a claims-made form,coverage shall be continuous(by renewal or extended reporting period) for not less than thirty-six (36) months following completion of this Agreement and acceptance by City. 8.2 With reference to the foregoing required insurance, Consultant shall endorse applicable insurance policies as follows: A. A waiver of subrogation in favor of City, its officials, employees, and officers shall be contained in the Workers' Compensation insurance policy. B. The City, its officials, employees and officers shall be named as additional insureds on the Commercial General Liability policy, by using endorsement CG2026 or broader. C. All insurance policies shall be endorsed to the effect that City will receive at least thirty (30) days notice prior to cancellation, non-renewal, termination, or material change of the policies. 8.3 All insurance shall be purchased from an insurance company that meets a financial rating of B+or better as assigned by A.M. Best Company or equivalent. Page 5 of 11 City of Port Arthur, Texas Professional Services Agreement Article IX Right to Inspect Records 9.1 Consultant agrees that City shall have access to and the right to examine any directly pertinent books, documents, papers and records of Consultant involving transactions relating to this Agreement. Consultant agrees that City shall have access during normal working hours to all necessary Consultant facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Consultant reasonable advance notice of intended audits. 9.2 Consultant further agrees to include in subcontract(s), if any, a provision that any subcontractor agrees that City shall have access to and the right to examine any directly pertinent books, documents, papers and records of such subcontractor involving transactions related to the subcontract, and further, that City shall have access during normal working hours to all such subcontractor facilities and shall be provided adequate and appropriate work space, in order to conduct audits in compliance with the provisions of this section. City shall give any such subcontractor reasonable advance notice of intended audits. Article X Miscellaneous 10.1 Entire Agreement. This Agreement and any and all Exhibits attached hereto constitutes the sole and only agreement between the Parties and supersedes any prior or contemporaneous understandings,written agreements or oral agreements between the Parties with respect to the subject matter of this Agreement. 10.2 Authorization. Each Party represents that it has full capacity and authority to grant all rights and assume all obligations granted and assumed under this Agreement. 10.3 Assignment. Consultant may not assign this Agreement in whole or in part without the prior written consent of City. In the event of an assignment by Consultant to which the City has consented,the assignee shall agree in writing with the City to personally assume,perform,and be bound by all the covenants and obligations contained in this Agreement. 10.4 Successors and Assigns. Subject to the provisions regarding assignment, this Agreement shall be binding on and inure to the benefit of the Parties and their respective heirs, executors, administrators, legal representatives, successors and assigns. 10.5 Governing Law and Exclusive Venue. The laws of the State of Texas shall govern this Agreement, and exclusive venue for any legal action concerning this Agreement shall be in a District Court with appropriate jurisdiction in Jefferson County, Texas. The Parties agree to submit to the personal and subject matter jurisdiction of said court. 10.6 Amendments. This Agreement may be amended only by the mutual written agreement of the Parties. Page 6 of 11 City of Port Arthur, Texas Professional Services Agreement P 10.7 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 by a court of competent jurisdiction, such invalidity, illegality or unenforceability shall not affect any other provision in this Agreement,and this Agreement shall be construed as if such invalid,illegal, or unenforceable provision had never been contained in this Agreement. 10.8 Survival of Covenants and Terms. Any of the representations, warranties, covenants,and obligations of the Parties,as well as any rights and benefits of the Parties,pertaining to a period of time following the termination of this Agreement shall survive termination, including,but not limited to, Section 3.3,Article X, and, in particular, Sections 10.13 and 10.14. 10.9 Recitals. The recitals to this Agreement are incorporated herein. 10.10 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: City of Port Arthur, Texas 444 4th Street Port Arthur, Texas 77640 Attn: Ron Burton, CPM City Manager Copy to: City of Port Arthur, Texas 444 4th Street Port Arthur, Texas 77640 Attn: Roxann Pais Cotroneo, City Attorney If intended for Consultant: Sciens, LLC 5900 S. Lake Forest Drive, Suite 300 McKinney, Texas 75070 (469) 854-2218 www.sciens.com 10.11 Counterparts. This Agreement may be executed by the Parties hereto in separate counterparts, each of which when so executed and delivered shall be deemed an original, but all such 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. 10.12 Exhibits. The exhibits attached hereto are incorporated herein and made a part hereof for all purposes. Page 7 of 11 City of Port Arthur, Texas Professional Services Agreement 10.13 Consultant's Liability. Acceptance of the Project Documents by City shall not constitute nor be deemed a release of the responsibility and liability of Consultant, its employees, associates, agents or subcontractors for the accuracy and competency of their designs, working drawings, specifications or other documents and work; nor shall such acceptance be deemed an assumption of responsibility by City for any defect in the Project Documents or other documents and work prepared by Consultant, its employees, associates, agents or sub-consultants. 10.14 Indemnification. CONSULTANT AGREES TO INDEMNIFY AND HOLD HARMLESS CITY FROM AND AGAINST ANY AND ALL LIABILITIES, DAMAGES, CLAIMS,SUITS,COSTS(INCLUDING COURT COSTS,REASONABLE ATTORNEY'S FEES AND COSTS OF INVESTIGATION)AND ACTIONS BY REASON OF INJURY TO OR DEATH OF ANY PERSON OR DAMAGE TO OR LOSS OF PROPERTY TO THE EXTENT CAUSED BY CONSULTANT'S NEGLIGENT PERFORMANCE OF SERVICES UNDER THIS AGREEMENT OR BY REASON OF ANY ACT OR OMISSION ON THE PART OF CONSULTANT, ITS OFFICERS, DIRECTORS, SERVANTS, AGENTS, EMPLOYEES, REPRESENTATIVES, CONTRACTORS, SUBCONTRACTORS, LICENSEES, SUCCESSORS OR PERMITTED ASSIGNS (EXCEPT WHEN SUCH LIABILITY, CLAIMS, SUITS, COSTS, INJURIES, DEATHS OR DAMAGES ARISE FROM OR ARE ATTRIBUTED TO THE NEGLIGENCE OF THE CITY). IF ANY ACTION OR PROCEEDING SHALL BE BROUGHT BY OR AGAINST CITY IN CONNECTION WITH ANY SUCH LIABILITY OR CLAIM, THE CONSULTANT, ON NOTICE FROM CITY, SHALL DEFEND SUCH ACTION OR PROCEEDINGS AT CONSULTANT'S EXPENSE, BY OR THROUGH ATTORNEYS REASONABLY SATISFACTORY TO CITY. 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. IF THIS AGREEMENT IS A CONTRACT FOR ENGINEERING OR ARCHITECTURAL SERVICES, THEN THIS SECTION IS LIMITED BY, AND TO BE READ AS BEING IN COMPLIANCE WITH, THE INDEMNITY SPECIFIED IN§271.904 OF THE TEXAS LOCAL GOVERNMENT CODE, AS AMENDED. THIS SECTION SHALL SURVIVE TERMINATION OF THIS AGREEMENT 10.15 Conflicts of Interests. Consultant represents that no official or employee of City has any direct or indirect pecuniary interest in this Agreement. Any misrepresentation by Consultant under this section shall be grounds for termination of this Agreement and shall be grounds for recovery of any loss, cost, expense or damage incurred by City as a result of such misrepresentation. 10.16 Default. If at any time during the term of this Agreement, Consultant shall fail to commence the services in accordance with the provisions of this Agreement or fail to diligently provide services in an efficient, timely and careful manner and in strict accordance with the provisions of this Agreement or fail to use an adequate number or quality of personnel to complete the services or fail to perform any of Consultant's obligations under this Agreement, then City shall have the right, if Consultant shall not cure any such default after thirty (30) days written notice thereof, to terminate this Agreement. Any such act by City shall not be deemed a waiver Page 8 of 11 City of Port Arthur, Texas Professional Services Agreement of any other right or remedy of City. If after exercising any such remedy due to Consultant's nonperformance under this Agreement, the cost to City to complete the services to be performed under this Agreement is in excess of that part of the contract sum which as not theretofore been paid to Consultant hereunder, Consultant shall be liable for and shall reimburse City for such excess costs. 10.17 Confidential Information. Consultant hereby acknowledges and agrees that its representatives may have access to or otherwise receive information during the furtherance of Consultant's obligations in accordance with this Agreement,which is of a confidential,non-public or proprietary nature. Consultant shall treat any such information received in full confidence and will not disclose or appropriate such Confidential Information for Consultant's own use or the use of any third party at any time during or subsequent to this Agreement. As used herein, "Confidential Information" means all oral and written information concerning the City, its affiliates and subsidiaries, and all oral and written information concerning City or its activities, that is of a non-public,proprietary or confidential nature including,without limitation,information pertaining to customer lists, services,methods, processes and operating procedures,together with all analyses, compilations, studies or other documents, whether prepared by Consultant or others, which contain or otherwise reflect such information. The term "Confidential Information" shall not include such information that is or becomes generally available to the public other than as a result of disclosure to Consultant, or is required to be disclosed by a governmental authority under applicable law. 10.18 Remedies. No right or remedy granted or reserved to the Parties is exclusive of any other right or remedy herein by law or equity provided or permitted; but each right or remedy shall be cumulative of every other right or remedy given hereunder. No covenant or condition of this Agreement may be waived without written consent of the Parties. Forbearance or indulgence by either Party shall not constitute a waiver of any covenant or condition to be performed pursuant to this Agreement. 10.19 No Third-Party Beneficiary. For purposes of this Agreement, including the intended operation and effect of this Agreement, the Parties specifically agree and contract that: (1) this Agreement only affects matters between the Parties to this Agreement, and is in no way intended by the Parties to benefit or otherwise affect any third person or entity notwithstanding the fact that such third person or entity may be in contractual relationship with City or Consultant or both;and(2)the terms of this Agreement are not intended to release,either by contract or operation of law, any third person or entity from obligations owing by them to either City or Consultant. [The Remainder of this Page Intentionally Left Blank] Page 9 of 11 City of Port Arthur, Texas Professional Services Agreement EXECUTED this day of , 2025. CITY: CITY OF PORT ARTHUR,TEXAS, A Texas home-rule municipality, By: Ron Burton,City Manager ATTEST: Sherri Bellard, City Secretary APPROVED AS TO FORM: Roxann Pais Cotroneo, City Attorney EXECUTED this day of , 2025. CONSULTANT: SCIENS,LLC By: Name(Print): Title: Page 10 of 11 City of Port Arthur, Texas Professional Services Agreement Exhibit A Scope of Services/Schedule Page 1lof11 City of Port Arthur, Texas Professional Services Agreement CITY OF PORT ARTHUR, TEXAS .11 INFORMATION TECHNOLOGY STRATEGIC ^' ,� � f; PLAN PROPOSAL - j F 1$.. s` }} 4 J x i �c;'mMr�^wN�c ak�aet Sciens LLC 5900 S. Lake Forest Drive, Suite 300 McKinney,Texas 75070 Contact: Ernest Pages, Partner epages@sciens.com (469) 854-2218 www.sciens.com sciens 4 41 PORT ARTHUR T E X AS May 30, 2025 City of Port Arthur,Texas Faye Young, Information Technology Director 444 4th Street Port Arthur,TX 77640 Dear Faye: It was a pleasure talking with you today about your technology planning needs. Sciens appreciates the opportunity to present the City of Port Arthur with our proposal to provide consultant services for the development of an IT Strategic Plan.We are eager to work with the City to contribute our expertise and support to ensure a successful Plan is developed that will meet the City's operational needs. Sciens will be your champion throughout this process working with your operational departments to provide an independent analysis of your core City technology architecture and configuration, a thorough understanding of its functionality and limitations, and a strongly developed Strategic Plan designed for the City. As the firm's owner,you have my commitment that your project will achieve these goals,and we will do it within the schedule defined, and the budget allotted. Sciens has no vendor affiliations, relationships or preferences and will act in an unbiased manner as we assist the City. Because of our commitment to the local government market, we understand the unique demands that cities face. From infrastructure to IT processes,we know your business.We have extensive experience with selecting and replacing integrated City systems,including finance, human resources and payroll,community development and asset management functionality.We are also experienced in the replacement of court systems,public safety communications,law and fire records management systems,and dispatch systems.We provide guidance on GIS, best practice infrastructures,data warehousing,transparency and analytics,and mobility. Most importantly,we understand how these systems need to work together to provide the City with the data and information it needs to manage in today's dynamic environment. The attached proposal details the scope of work in response to your request for proposal. Please feel free to contact me at epages@sciens.com or(469) 854-2218 with any questions.We look forward to working with the City on this important project. Respectfully submitted, ERNEST PAGES Partner,Sciens LLC 5900 South Lake Forest Drive,Suite 300 McKinney,Texas 75070 (469)854-2218 sciens TABLE OF CONTENTS Firm Information 1 Company Background 2 Technology Planning Expertise 3 Experience with Local Government Public Sector 4 Project Team 5 Experienced & Knowledgeable 5 Project Team 5 Scope of Work 10 Our Understanding of the City's Needs 11 Project Methodology 11 Phase 1— Project Initiation and Data Gathering 12 Phase 2—Current Environment Assessment 14 Phase 3 —Recommendations and Prioritization 15 Phase 4—Strategic Technology Plan 16 Proposed Project Timeline 17 Cost Schedule 18 • El sciens • TECHNOLOGY PLANNING EXPERTISE Our consultants stay current in the latest industry trends through participation in key certification programs and educational forums including: ALLIANCE F R pN Project ICMA Ce certified lafomtation INNOVATIONilt � Management INTERNATIONAL CITY/COUNTY CI SA. Syatema ABdNor. TRANSFORMING LOCAL GOVERNMENT �\- Institute. MANAGEMENT ASSOCIATION An[SACK arnrianon Alai& INSTITUTE OF Microsoft. SACA. ■UI INDUSTRIAL �"��"���++ }+(�ryil INFORMATION TECHNOLOGY WWNW"WW1&SYSTEMS ; T ! F I E D 'UIII SENIOR MANAGEMENT FORUM �' " " ENGINEERS Professional ( mL ` FEMA TTM f CIS/ T` �� R *SOWOR WX14Bi t� Gn,Fsf,gy `n,st,/ computerG[3 � P J JACmorApsom Economies International Association of T E X rAs S Gn/on, Fn..oH., n Alsociodun Chiefs of Police MUNICIPAL LEAGUE Every client we serve is unique. Each comes with their own set of goals and priorities. Sciens'dedicated team of industry experts help you develop a plan that meets your organization's individual needs and overall vision. Our plans are focused to solve variety of challenges including: Nx City-wide Strategic Planning (-1 Financial Benchmarking • p Back End Infrastructure,Data Center& �ip Management Vision &Strategy Network Recommendations .r F-- IT Organizational Structuring Cri, Software Implementation&Support Business Operations,Strategy& End User Hardware&Software Review Assessment Services IV IT Training&Certification AIT Reporting and Data Analytics Recommendations Technology Budget Forecasting S/� Technical Risk Assessment ilk Staffing& Resource Benchmarking fit IT Process Control Best Practices Technology Procurement& Technology Lifecycle Analysis sk Governance • 3 sclens { FXPERtE CF Vtif }CAL GOVERNMENT" PU lit.IC SF( IOR The Sciens project team has an extensive history working with local government customers to assess their management practices and software needs, develop plans based on sound, proven solutions, and successfully guide the systems procurement process from conception through implementation. Below is a summary of some of our recent clients we have assisted with their technology projects. • Ada, OK • Jacksonville Beach, FL • Parkland, FL • Alachua City, FL • Johnson City,TX • Pearland,TX • Allen,TX • Jupiter, FL • Plano,TX • Amarillo,TX • Jupiter and Palm Beach • Plantation, FL • Bi-City Police Information Gardens, FL • Polk City, FL Network,WA • Keller,TX • Pompano Beach, FL • Burleson,TX • Kennewick, WA • Port Arthur,TX • Cedar Park,TX • Lancaster,TX • Prosper,TX • Charlotte, NC • Lincoln, MA • Richardson,TX • Citibank • Loveland, CO • Richland,TX • Cleburne,TX • Lubbock,TX • Richland,WA • Colleyville,TX • Martin City, FL • Sony Corporation • Collier City, FL • Maui City, HI = Southlake,TX • Collin City,TX • McKinney,TX • Spartanburg City Parks& • Columbia, MO • Mesa,AZ Rec Commission,SC • Columbus, OH = Miami International • St. Petersburg, FL • Conroe,TX Airport, FL • Sugarland,TX • Dallas City,TX • Norcross,GA • Sun Prairie,WI • Danville,VA • Norman, OK • Sunrise, FL • Port Arthur,TX • North Richland Hills,TX a Syracuse, NY • Delray Beach, FL • North Central Texas • Truckee, CA • DeSoto,TX Council of Governments • Universal Studios,Japan • Ector City,TX • Northampton City, PA • University Park,TX • Fort Lauderdale, FL • O'Hare International • Victoria, BC, Canada • Franklin& Benton Airport, IL • Waco,TX Counties,WA • Odessa,TX • Wayne City Probate Court, • Gilbert, AZ • Onondaga City and FL • Greene City, MO Syracuse, NY • Westlake,TX • Hastings, NE • Owensboro, KY • Westminster, CA • Hialeah, FL • Oxnard, CA • Wichita Falls,TX • Hillsborough City, FL • Palm Beach Sheriff's • Wilmette City, IL • Indianapolis, IN Office, FL • Wylie,TX • Irving,TX • Palm Beach, FL • Yuma,AZ 4 PROJECT TEAM EXPERIENCED & KNOWLEDGEABLE Sciens has worked with many public, private and non-profit organizations throughout the years. Although every client is facing a unique set of challenges,there are many common threads that every business confronts.Isolated systems or redundant processes can slow an organization or increase costs.We bring a fresh perspective to assess environments and recommend practical solutions to improve performance. PROJECT TEAM The first step for a successful project is to assemble the best team possible to execute the work and provide an efficient and effective framework for accomplishing the project. In our experience,the greatest teams function as a true partnership based on trust and respect. As shown in the project organization below,our goal is to become part of your project management team while providing a formal arrangement for accomplishing the work. If awarded the project,the following Sciens team members would support the development of the Plan: City of Port Arthur IT Strategic Plan Project City of Port Arthur 1 Sciens Ernest Pages Engagement Lead Sciens Sciens Sciens Steven Barcey Steven Graves Lani Munguia Deliverable Lead Technical Advisor Technical Writer Ernest Pages, Partner Primary engagement lead for the City's project experienced analyzing, designing, and implementing integrated IT systems Steven Barcey, Partner Deliverable and process lead working with the City assisting in the development of the strategic projects, assessment report and final plan Steven Graves,Senior Consultant Technical advisor for the project bringing a wealth of technical and business experience working with municipalities for over 30 years Lani Munguia,Senior Consultant Business analyst to assist the team with technical analysis and strategy with the City's application environment as well as writing any technical documents 5 sciens ERNEST PAGES, ENGAGEMENT LEAa y Myy3s'` �T 3 3 r' 13 '1 N 4' SUMMARY Specialties Ernest is an internationally recognized expert with over 30 years of Executive Advisory experience in operations management and planning. He has advised Business Planning&Feasibility private and public-sector ClOs and CEOs on strategic operations Procurement&Contract Negotiation improvements through financial, work process and technology. He Business Process Improvement balances technical depth and business savvy to create effective Implementation Project Management implementations. Technology Management Education Prior to founding Sciens Consulting, Ernest served as management University of Miami School of Business consultant at Deloitte and Touche. From a technology perspective, he Masters of Business was a software engineer at Siemens Communications, IT manager at Administration Ryder System, systems engineer at Nortel Networks, and design University of Miami College of engineer at Stone and Webster Architect Engineers. Engineering Master Science of Industrial REPRESENTATIVE PROJECTS Engineering IT Management Assessment&Planning: Florida Atlantic University School of Conducted detailed reviews of multiple IT organizations using COBIT Engineering and ITIL best practices. Subsequently developed new organizational Bachelors of Science in structure,governance mechanisms and technology direction. Mechanical Engineering IT Disaster Recovery Planning: Professional Certifications Assisted multiple organizations design fault resilient network and State of Florida,Engineering EIT system configurations. Designs have planned for the system recovery Number 481ET259 using technologies,such as virtualization and cloud computing. Certified in the Governance of Enterprise IT(CGEIT) Systems Design,Selection&Contract Negotiations: Certified Information Systems Auditor Analyzed the operations of over 80 public sector organizations, (CISA) developed RFPs, and assisted with vendor selection, contract Microsoft Certified Systems Engineer negotiation and implementation of integrated systems. (MCSE) Municipal Business Process Improvement: Certified in Information Technology Analyzed the operation of many governments and recommended Infrastructure Library(ITIL) FEMA Continuity of Operations improvements to the key business processes(e.g. Purchasing, Building (COOP)&Incident Command Permits, Inspections, Human Resources, Public Works, Citizen System(ICS)Planning Relationship Management). Publications/Speaking Engagements Geographic Information Systems(GIS)Integration: Co-authored book,Transforming Analyzed the operations of multiple organizations to determine the GIS Government—Performance needs, available data sources, GIS architecture, and support delivery Driven IT organizational structure. Developed procurement RFP's and assisted in Speaker at Texas Association of the selection of the optimal GIS integrator. Government IT Managers (TAGITM)annual conferences 6 sciens STEVEN BARCEY, DELIVERABLE LEAD SUMMARY Specialties Steven applies an analytical background in financial economics, risk Strategic Management Consulting management, business analysis, statistics and strategic management Risk Management consulting to provide insightful, practical and effective solutions to Systems Analysis,Selection& local government agencies. He has developed strategic master Procurement planning services to a wide range of Cities, demographics and IT Governance technological maturity. He maintains a consistently fresh view on Data Management technologyuse bykeeping up-to-date on emerging technologytrends, Business Process Analysis p g p g g Financial Economics industry best practices of governance and organization, and the Project Management evolving demands of citizens and staff. Education Prior to joining Sciens Consulting, Steven worked in risk management University of Texas consulting at a major data analytics firm and provided consulting Bachelors of Science in Finance and services and market risk analysis for major financial institutions on Economics their investment portfolios. Key Clients Keller,TX REPRESENTATIVE PROJECTS Prosper,TX Market Analysis: Waco,TX Provided analysis of leading vendors in the municipal applications North Richland Hills,TX environment including ERP systems (e.g., Finance, Human Resources, Southlake,TX McKinney,TX Work Orders, Asset Management, Community Development, and Oxnard,CA Citizen Information Systems), Government Transparency and Business Westminster,CA Analysis systems, and Parks & Recreations systems. Reviewed the Kennewick,WA functionality,financial stability,future vision and roadmap,and market Martin City, FL penetration of each leading solution. Owensboro,KY Bi-City Police Information Network,WA Municipal Applications Procurement: Truckee,CA Developed procurement documents including optional Cloud-hosting, alternate pricing, City contractual requirements, end user functional requirements, technical environment limitations, and City prioritization. Provided objective evaluation and ranking of proposals, guidance and evaluation of vendor demonstrations, and final recommendations to City Management. Municipal Process&Data Analysis&Planning: Analyzed the operation and data management of City departments, reviewing the reliance on paper and decentralized data silos. Provided strategic planning initiatives to digitize and centralize the City's processes and data. y �sciens STEVEN GRAVES, TECHNICAL ADVISOR SUMMARY Specialization With over 30 years serving in local government, Steven applies ERP System Deployment practical, hands-on experience to solving today's technology Applications Development challenges, managing resources, mitigating risk and taking advantage City-wide Applications Strategy of opportunities. Capital Planning&Zero-based Budgeting Prior to joining Sciens Consulting,Steven worked as Chief Information Data Center Operations Officer for the City of Richardson,Texas,where he managed a staff of Voice/Data Communications over thirty professionals at two locations. WiMAX 4.9/Mesh Wireless Planning REPRESENTATIVE PROJECTS Cloud/Outsourcing Models Applications Strategy&Deployment: IT Green Initiatives Lead a team of 15 applications developers and support analysts to Disaster Recovery Planning SCADA Water Systems deploy a series of configured applications for the City of Richardson's Trunked Radio Systems end users. Developed a strategy of standardization and simplification NexGen 911 Systems to ensure a cohesive, manageable applications architecture.The result was an applications set that stayed with the City for over two decades. Competencies Strategic and operational Technology Assessment&Planning: technology planning, including Continuously assessed technology environment for risks and infrastructure design and opportunities. Worked with customers to develop forward-looking implementation,web development technology roadmaps that included new products, services and strategic planning improved configuration to improve their ability to deliver services and Project Lifecycle Management,from overall satisfaction with the environment. initial feasibility analysis through Technology Budgeting: request for proposal, negotiations, Directed all technology planning, budgeting and operational initiatives implementation for a 1,000+employee local government. Executive decision-maker for Building culturally diverse teams all IT development and expansion issues, with a focus on IT with excellent business process and strategy development skills organizational design, voice and data communications, system integration, emerging technologies, enterprise architectures, data Communicating technical concepts to non-technical audiences center operations, green initiatives, strategic alliances and data security. Key Clients Johnson City,TX Cloud/Outsourcing: Plano,TX In today's IT environment,Cloud is more than a buzz word. Steven has Prosper,TX the experience to recognize what works and is cost effective,through Lubbock,TX building hybrid models of secure in-house and cloud solutions using McKinney,TX AWS and Microsoft Azure. Richland Hills,TX 8 sciens Y3 t LANI MUNGUTA, TECHNICAL WRITER SUMMARY Specialties Lani is a recognized leader with over 12 years' experience as a Human Project Management Resources Director and Information Systems Manager. With over 8 Team Building years' experience in ERP and time keeping systems, she has been able Systems Analysis,Selection & to provide clients with web-based solutions, including custom reports, Procurement documented processes, and business process improvements plans. Human Resources Business Process Finance Business Process Prior to joining Sciens Consulting, Lani worked in public education as a Report Writing Human Resources Director and Information Systems Manager for a SQL Reporting local school district having experience implementing the several Data Management operational systems. Lani currently lives in the Fort Worth area. Business Process Analysis Leadership REPRESENTATIVE PROJECTS System Upgrade and Implementation Municipal Process&Data Analysis&Planning: Time Keeping Systems Analyzed the operation and data management of City departments, Education reviewing the reliance on paper and decentralized data silos. Provided Angelo State University strategic planning initiatives to digitize and centralize the City's Bachelors of Business in Marketing processes and data. Competencies Technical Writing: Large scale ERP system project and Developed procurement documents including optional Cloud-hosting, upgrade deployment alternate pricing, City contractual requirements, end user functional Implementation project management requirements, technical environment limitations, and City for a variety of operations systems and prioritization. Provided objective evaluation and ranking of proposals, change management guidance and evaluation of vendor demonstrations, and final Developing RFP and technical analysis recommendations to City Management. Developed IT Strategic Plans documents for executive management and provide tactical objectives for IT. Analyzing proposals and managing selection process Business Process Improvement: Developed electronic processes within Employee Self Service module IT Strategic Planning concepts and including the ability for employees to make demographic changes methods independently, generating employee contracts, viewing of employee Developing custom user specific and management reports using modern compensation and benefits, employee notifications in mass, and reporting tools(e.g.,SSRS,SQL,Cubes) employee exit surveys. SQL Custom Reports: Created complex custom reports, including districts salary schedule, minimizing human error and allowing employees and applicants up to date salary information for both current and future pay information. Created reports for Finance Director to assist in extracting data from ERP system to submit to both state and federal governments. 9 sciens SCOPE OF WORK STRATEGY & PLANNING At every project launch, Sciens starts with the most Plan Auditing fundamental ideals: What is the organization's Development vision for their future? What are the priorities for success? Using the organization's overall strategic Policies plan and existing IT strategy map as a framework, Prioritization &SOPs along with candid input from users, we gain a clear Strategy& Efficiency& understanding to outline a plan for achieving Planning Effectiveness business goals. Strategic A good strategic plan includes the steps necessary Direction Organization to achieve the desired result...not just what we Technology want to do, but how to get there. Organizational Investments change starts with the strategic plan: Rethinking the business model, restructuring business processes, Project RFP Management Development re-training users, updating job scopes and requirements, and changing the rewards system. vendor Selection Keeping the plan straightforward makes it much easier for stakeholders to understand and support. PROJECT WORKPLAN The work plan proposed will enable the City and Sciens Consulting to develop a Strategic Plan that: • Improves the efficiency and effectiveness of the City's 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 utilized and shared to both improve service delivery to residents and streamline internal operations + Focuses IT investments on initiatives that will enable significant improvement in the service delivery and business operations • Assesses enablement of forward-looking IT initiatives, such as Internet of Things, SaaS, off-site computing, data warehousing and business intelligence, advanced GIS, digital services, customer portals and mobility. Throughout the project,Sciens Consulting will provide deliverables to the City to ensure that the project and the strategic direction being set are on-track.The final Plan will provide the City with a comprehensive blueprint for the next five years to implement technology that take advantage of industry's best of breed research and technologies,and a plan of technology project initiatives that will: • Minimize disruptions to services for existing users and customers • Address ownership and sharing of data • Address integration of heterogeneous systems • Improve the City's operational efficiency in the most cost-effective manner. 10 sciens ens to 11"n1RSTANDING OF-THETITY'S NEEDS The City of Port Arthur is looking to develop an IT Strategic Plan to assess the current technical environment, make recommendations and provide initiatives to further move the City's path of technology innovation forward. We understand the following services are being requested: A comprehensive assessment of the City of Port Arthur's current technology landscape to include o Organization Structure and Staff Benchmarking o Technology Disaster Recovery/ Business Continuity Recommendations o Applications Architecture Review and Acquisition Strategy o Local and Wide Area Network Assessment and Recommendations o Citizen Engagement Requirements o Business Process Review and End User Department Needs Evaluation o Information Security Policies and Processes Review o Information Technology Service Management (ITSM)Analysis The development of a 5-Year IT Strategic Plan which outline goals, recommendations, staffing model, project list and priorities, budget,timeline,and resource requirements Regular coordination with City staff to update work progress and project direction Presentation of findings and plan in a summary form to the City administration Based on these key project drivers,the City has requested this statement of work from Sciens to assist with the successful development of the Plan. LOGY" The project is managed hand-in-hand with the City, with Sciens' leadership every step of the way. The phase breakdown of our methodology is shown below. Phase 1 Phase 3 Project Initiation and Data Gathering Recommendations and Prioritization 1 Preliminary Data Request Preliminary Budgets „lam Preliminary Management Surveys Project Prioritization Workshop IT Interviews Recommend New Initiatives Operational Department Interviews Technology Projects List Technology Inventory Develop Timeline Management Vision and Strategy Staffing Demands Phase 211111111400. Phase 4 Current Environment Assessment Strategic Technology Plan Analyze Existing Infrastructure Strategic Technology Direction and Goals Strategy Alignment Initiative Details Financial and Staffing Benchmarking Staffing and Resource Solution IT Organizational Analysis Project Implementation Schedule identify Gaps Project Budget Assess IT Operational and Business Risks Final Summary Report Sciens Assessment and Strategic Technology Planning Methodology 111 11 PHASE 1 - PROJECT INITIATION AND DATA GATHERING We begin with a thorough examination of how each department utilizes information technology systems in support of their business objectives. We collect and analyze information including: • Financial, operational and physical infrastructure review; • End user satisfaction with technology; • The City's strategic business direction; 9 Current technical environment overview including infrastructure and applications; and • IT organizational review and technology risks. The Data Gathering phase is comprised of separate tasks designed to evaluate every aspect of the IT Department's business, both managerially and technically. Data will be collected through interviews with IT Department's staff, and City Management, as well as through an examination of physical sites and documentation. Sciens will perform the following activities: Project Planning and Management Working with the City Project Manager, Sciens will review the availability of background documents, and determine the appropriate level of project communication, and identify document review participants. With guidance from the IT Project Manager,we will establish procedures to track and resolve all identified issues. Project Coordination and Data Collection Sciens will work with the Project Manager to obtain relevant background information through our standard data collection toolset and any documentation available in the City, including: • Current technical and application Wens N"*A'"E"'T� 06 me.moo infrastructure; """'T`m' ��1a..m. • Current applications and network I.Q.N. IMMO environment graphs; • Management input; • Current ancillary systems support; and s • End User surveys. DM 111414 "` csa*.Racte MOM. Current FTEs-8 Total FfEsmm-�» 11M:.NAGEMENI ` 'm IT PINANCE/PURCHASINWANDOR MANAGEMENT PROTECT NANAGfMENT 'CLERICAL/ADMINISTRATION r..,mvu+.,..... APPLICATIONS PROGRAMM RLG BUSINESSANALY51. DATAMANAGEMEN MAIM ASSUVANCE/IE51I.. dam` ryn�.. s,. i.na v.0 n '� ,evwNv.m u.w,,...,•..« DATABASE ADMINISTRATI!' SERVER SUPP00 :413(.Yq as 3r emu NETWORK/COMMUN!CATIIY.S "...;_,0,' SEC./31f HELP OES, OESRTOP SUP( OOCUMENTAIION,IRANING,PROCESS,STANDARD- OTNER OS 10 15 1n 1. 3.0 12 sciens Strategic Direction Discussions We will meet with City and IT Senior Management to understand the business direction of the City and the priorities for their information technology investment. We will discuss the City's perceived value drivers, the risks that need to be mitigated using information technology and review the existing information technology governance structure. We will discuss a long-term strategy and capital replacement plans. We will also review and assess the current IT strategy the department has developed for the City. IT Department Functional Interviews We will interview the management and key staff in each functional area of the IT Department to identify the current environment as it exists today, examine any gaps in technology, and discuss the future needs of the organization. Discussion points will include: • Current Technical Environment • Reporting Requirements and issues • Improvements/Automation • End User Support Needs s Issue Triage and Resolution • Future Technologies Impact 5 Technology Spending IT Organization Evaluation Review the function and operations of the IT Department, including: • Departmental functions and organizational structure; • Decision-making capabilities, authorizations and processes(i.e.,technology purchases); • Level of organizational staffing, in-sourced and outsourced staff and support issues; • Customer service processes,workflow, and tools;and s Current IT resources,support,and training. End User Survey Analysis amirthirty Preliminary analysis of the end user Desktop j survey to discover satisfaction levels laptop/MDD User Friendliness ne with technology and support to include: Desktop rk • PCs and laptops Printer II ►..ts Job Requirements • Tablets L6p%p(MDC Monitors ` Desktop • VOIP Phones Printer I • Printers and scanners Scanners U "` 777 ptcp/MDc • Operating software Monitors I • Business applications P""CeY Scanners, Monitors .`�`�., Phase 1 Deliverables 0% • Collection of information of financial,operational Scanners f and infrastructure environment 0% 10% DO% 30% 40% SO% 60% 70% 80% 90% 100% • End User and IT eSurveys • IT Staff and City Management Interview schedule 11 Very Satisfied ■Satisfied KS Dissatisfied III Very Dissatisfied • Onsite IT and City Management interviews • Network and applications architecture diagrams review • IT organization chart review • Policy and best practices process review 13 sciens PHASE 2 - CURRENT ENVIRONMENT ASSESSMENT Once the Data Gathering and Interviews are completed, we will assess the City's overall IT strengths and weaknesses and identify gaps in the overall environment. Leveraging this information, we will determine key strategies, goals, and objectives to address the issues identified. At a minimum,we will provide a review of the following areas: Technical Assessment Review Areas Strategy Architecture ✓ Fiscal Benchmarking V Servers, Storage and Backup ✓ Strategic Alignment V Network ✓ IT Strategic Thinking and Planning ✓ Data Centers ✓ City's Technology Direction V Network and System Management ✓ IT Readiness for Emerging Technologies ✓ End User Computers Governance V Mobility ✓ End User Satisfaction V Telephony ✓ IT Engagement V GIS ✓ Project Management ✓ Enterprise Applications ✓ Relationship Governance V Business Continuity ✓ Policies ✓ Security Risk Organization Process ✓ Organizational Structure V Security Management ✓ Staffing Levels V Infrastructure Management ✓ Project Management V Service Management ✓ Staff Development V Applications Management ✓ Performance Management V General Management Technology Strategy and Vision for the City Through the data collected in the IT interviews and City Management eSurveys, we will assess the preliminary strategy of the current technology deployment in the City. From these findings, we can better understand to overall goal of IT and City Management for technology to develop the Plan that best meets these expectations for the future. Infrastructure &Applications Architectures We will assess the existing infrastructure architecture, including network and servers, and applications architecture so that we can develop initiatives that work within the existing environment. This is done to minimize the disruptive effect on the technical environment as well as minimize the technical support which will be required. System Support Requirements Sciens will assess the function and operations performed to support the current system based on interviews with the IT staff and end-user support staff, including: • The ability of the application to support technical services, such as workflow changes • Third party vendor interaction within the overall support structure • User involvement,control, and segregation of duties between IT and user departments 14 'sciens PHASE 3 - RECOMMENDATIONS AND PRIORITIZATION Information Technology Projects Recommendations We will then develop a list of projects drawn from the Assessment phase that address the limitations identified. We will recommend technology projects that are practicable and implementable over the course of the next 5 years. The project list will provide a summarized decision matrix that will allow committee members to determine project priorities using the following comparative criteria: ▪ Cost-Project costs are estimated by Sciens for hardware,software, and related services. All costs are evaluated based on a 5-year cost of ownership,which factors in the initial cost to purchase and ongoing maintenance costs. • Timeframe-The length of time required complete the implementation is a key consideration. Typically, projects that take longer to implement can be more disruptive to the affected environment. • Value- Utilizing the strategic technology direction and derivative principles, Sciens works with the City to identify the factors that define project value. Common value factors include: V Improvement to existing community services ✓ Creating new services ✓ Lowering operational expenses ✓ Improving management's ability to make decisions in a timely manner • Risk-The strategic technology direction and derivative principles are also valuable when identifying the factors that define project risk for the City. Common risk factors include: ✓ Increasing financial uncertainty due to shifting funding sources ✓ Increased technical complexity V Resource depletion for project implementation 23oa1/:1900011.4lahkand ReadyMbr8larce 81 Project Managesent79 siness Analyst Group$ 866,194 18 36 206,000 5 660,194 5 90,000$ - $58,000 $94,500$ - 5160,125 $58,000 $168.131'$ - $237.438e$ 666,194 82 1T Staffing levels $ 878,575 18 12 159.00D 5 719.575 $ 159,000 $ - $ - 5166,9504$ - $175,298'$ - 5184.062;$ - $193,265'$ $78975 83 Improve FMPerformence $ 42,002 19 50 - $ 42000 5 - 5 18,000$ - $ 6,000$ - 5 5000$ - $ 6,00D $ - $ 5.0.4$ 42030 84 GISSuPPOrt $ 123,000 21 24 6090M $ 63.000$ - $ - 5 - $ - $ - $ - $60,000 $ - $ - $ 6$,000 5 123930 -Goal C:Systemizer Iohnlr0Avre Ima:atm804 CI Create Network Ring 5 110,003 18 2 50,000 $ 60.000 $ 50,000'$ 12,000 $ - $12,001 $ - 5 12,000$ - S 12,000 $ 5 12,000$ 110.003 C2 NetworkllwKhes Replacement $ 407,252 18 6 407,252 $ - $ 407,252$ - $ - S $ - 5 - $ - 5 - $ - 5 - $ 407252 Cs Update End User Cgepulers and Standardize $ 1.043,150 18 60 - $1,043.160 $ 5208,632'$ - 5206,632'$ - $206.6524 5 - 5208.632'$ - $200,632$1.1143,160 CO mange and Address the Clbiaeen$erver $ 85.000 18 60 - $ 85,000 y - $ 17.000 $ - $17.000'$ - $ 17.000$ - 5 17.000 5 - $ 17.000'5 /9A60 C5 acne.Potential Risks of New Oita Curb et 5 50,000 18 6 50,0013 $ - $ 50.030$ - 5 - $ - $ ' $ - $ - 5 - $ - $ ' $ s)•1ao C6 Implement a Mew Storage PletOmn 5 219,930 19 6 219,930 $ - $ - $ - $219.930$ - $ - $ -_$ - $ - $ - $ $ 219930 C7 Community Center lnireslructere Build-Out $ 150,000 18 12 150,000 $ - 5 150,000$ - $ - 5 - $ - $ - 5 - $ - $ - $ - $ 150900 -6084 Dr Service Esce$en¢to Cltlzerw 01 Continue Transldon Prom WO System $ - 18 12 - $ - 5 $ - S - '5 - 5 - 5 $ - $ - 5 - 5 - $ - D2 ERP Upgrade $ 55,000 18 6 55.000 $ - $ 55,000 5 - $ - $ - I - $ - 5 - $ - $ - 5 • $ S5.$80 03 peplof Asset Management System 5 535,000 19 12 475,000 5 60.000 $ • $ - 5475.000"5 - $ - $20,0004$ - $20,000'$ - $ 20.000 5 5$5900 04 Continue Incremental Module Acquisition 5 90,762 19 12 35.642 $ 55,120 5 35.6424 5 - 5 - S 13,780$ - 5 13.780'$ - 5 13,780 5 - 5 13.780$ $4762 05 Replacement of Library Software $ 180000 19 24 1CG,000 $ 80,000 $ 100,OW $ $ $20900'$ - $20,0004$ - 5 20.000 5 - $ 20,000'$ 310901 06 Replacement of C51 5 260,000 18 24 100,000 $ 160,000 $ 100.000'$ - 5 - S 40,000 5 - $40,000 5 - $40,000 5 - 5 40.000$ 260,000 07 Dashboard Oeyel4pment $ - 19 48 - 5 - 5 - $ - $ - $ - 5 • 5 - 5 - 5 - $ - 5 - $ • -Goal E:Retire Growth 9walrb®ty ES Cozen mobile eGovernment $ 110002 18 2 50,000 $ 60,000 $ 50.000$12,000 5 - $12,000$ - $ 12,00f$ - $ 12.000$ - $ 12,000$ n4000 ¢ Transparency and AneiyUs. $ 407,252 20 6 407,252 $ - $ 407,253$ - $ - 5 - $ - $ - 5 • $ $ 5 - $407,2$2 63 Surveillance 5 1,043,160 IS 60 - $1,043,260 $ - 5208,6324$ - 5208,632s$ - $208,692r$ - $208,632s 5 - 5 208,532'$3.031,180 Phase 3 Deliverables • Prioritized Projects List and Recommendations ✓ Project Initiatives Description ✓ Prioritization Workshop ✓ Estimated Projects Costs (e.g.,capital, recurring) ✓ Estimated Project Staff Hours ✓ Preliminary GANTT Chart and Timeline ✓ Project Initiatives Cost Breakdown i n 15 sc s PHASE 4 - STRATEGIC TECHNOLOGY PLAN Strategic Plan Development We will facilitate the decision-making process with the project steering committee help them reach consensus on project priorities. Once consensus is developed, the Sciens team will complete our findings and recommendations, budgets, implementation timelines, and create the City's Strategic Technology Master Plan with supporting documentation.The Plan that will address the following: • Goals and Objectives • Disaster Recovery • IT Vision and Principles • Operations and Maintenance • Key Issues * Cost Estimates • IT Initiatives by priority • Timelines • Replacement Planning • Benchmarks • Architecture Changes • Approach for tracking the success of plan initiatives Phase 4 Deliverables • Draft Strategic Technology Plan Baseline Budget with Additional Inhbtives ✓ Assessment Findings and Recommendations „�.. ✓ Strategic Technology Direction,Goals and Objectives ""°"e ... ..., _.w ✓ Estimated Projects Costs (e.g., capital, recurring) ✓ Implementation Schedule ✓ Calendarized Investments "`" I I II x ✓ Resource UtilizationEill V Project Descriptions ✓ Staffing, Resource Sourcing(internal/outsourced) es.® Ili - ® ® 1e and Deployment Recommendations, including E Big I® ® I® MI WI SW E MI those implied by Project Recommendations ® ® III ® ® ® nil • Final Strategic Technology Plan --- ' gill 11 Departrr crtt Ave,leble Resources l® c,e EN/or , , .., a �r - ,irili.y �� IIMIMICO City of Port Arthur,TX ...Thimg 5-WAR INFORMATION TECHNOLOGY STRATEGIC PLAN t.nv NURS:unt..t p.M fti`m sciens 16 sciens PROPOSED PROJECT TIMELINE A draft GANTT chart for this project, identifying the major tasks with anticipated start and completion timelines, and milestones, is shown below. Sciens is available to start at any time and will work with the City to arrive at a schedule that meets your objectives and deadlines. Project Task mehne June 2025 August 2025 September 2025 Phase 1:Project Initiation and Data Gathering Project Planning and Management Data Collection and Onsite Interviews Phase 2:Current Environment Assessment Analyze Current Environment,Assess Risk Develop Assessment Findings Phase 3:Recommendations and Prioritization Develop New Project Initiatives Develop Timeline and Budget Phase 4:Strategic Technology Master Plan Draft Strategic Technology Plan Final Strategic Technology Plan WHAT HAPPENS DURING THE FIRST FEW WEEKS AFTER YOU BECOME A CLIENT? Once we receive the signed engagement letters, we immediately begin the client set-up process and have a kickoff meeting with you and your team. In this meeting, we iron out the schedule above and begin preparing you for the interviews and data collection process. E _ 4.0 .7- X VVV Meeting Plan Execute ii COST SCHEDULE The total project professional fees for services on the City of Port Arthur IT Strategic Plan project are represented in the Project Cost Detail below.This is based on the scope of work description,deliverables, and our proposed method for conducting the services detailed in our proposal. We will provide a detailed Assessment Report and an individualized IT Strategic Plan. DETAILED ASSESSMENT AND IT STRATEGIC PLAN Scope of Value Hours Fees Initial Data Collection and Onsite IT Department Interviews ✓ Analyze Preliminary Data Collection and End User Survey Results 166 $35,290 ✓ Benchmark Financial and Staffing Data Against Metrics ✓ Conduct Onsite Interviews with City Management and IT Department Draft 5-Year IT Strategic Plan V Develop Assessment Findings ✓ Analyze Digital Government Maturity Model Readout ✓ Preliminary Recommendations and Next Steps 138 $23,900 V Outline Strategic Technology Direction,Goals and Objectives ✓ Develop Initiatives List with Timeline, Budget,and Resource Allocation ✓ Create Plan Goals with Supporting Project Detail Final 5-Year IT Strategic Plan 24 $5,440 TOTAL 328 $64,630 TIPS PURCHASING COOPERATIVE Any of Sciens Consulting's services can be purchased through the following Purchasing Cooperative: Purchasing Co-op:TIPS-USA Contract Number:200105 Contract Name:Technology Solutions Products and Services More information can be found at: https://www.tips-usa.corn/vendorProfile.cfm?RecordlD=70CB96CA6605A6BB13BOFFD8BF237334 18 ciens Sciens Consulting 5900 S. Lake Forest Drive, Suite 300 McKinney,Texas 75070 888.898.3468 sciens.com 19 sciens I