web viewtab 1 – company introduction. transmittal certification. by signature on the proposal,...

Berks CountyRequest for Proposal #17-30-KL

Tab 1 – Company IntroductionTransmittal Certification

By signature on the Proposal, the Proposer certifies that it complies with:1. The laws of the Commonwealth of Pennsylvania and is licensed or qualified to conduct business in

the Commonwealth of Pennsylvania 2. All applicable local, state, commonwealth, and federal laws, codes and regulations3. All terms, conditions, and requirements set forth in this RFP4. A condition that the Proposal submitted was independently arrived at, without collusion 5. A condition that the offer will remain open and valid for the period indicated in this solicitation. 6. any condition that the firm and/or any individuals working on the contract do not have a possible

conflict of interestIf the Proposer fails to comply with the provisions stated in this paragraph, the County reserves the right to reject the Proposal, terminate the contract, or consider the Proposer in default.

Table 1-01: Transmittal Certification and Primary Contact InformationField Response

Name of the Proposer RepresentativeTitleName of companyAddress

Telephone numberEmail address andSignature of authorized officer of the firmA signature provides the County with the Proposer’s acknowledgement and acceptance of the RFP Terms, Requirements, and Conditions, and the execution of same during the discharge of any succeeding contract.

Company Background and History

Proposers shall complete the Company Background and History Table in accordance with Section 4.3 of the RFP. If a partnership with third-party companies is a part of a Proposal, the company background and history form shall be provided for all third-party companies. It is expected that all of the points shall be addressed for each company involved in a Proposal, prime or third-party.

Table 1-02: Company Background and HistoryMetric Response

Total number of employeesType and number of employees committed to the product and support being proposedOffice locationsTotal number of active clientsTotal number of active government clientsTotal number of active CAMA clients

Forms of 32 Software and Implementation Services for Computer Assisted Mass Appraisal and

Tax Administration and Collection Systems


Metric ResponseTotal years offering CAMA SystemsTotal number of active Tax Administration and Collection clientsTotal years offering Tax Administration and Collection SystemsTotal number of Pennsylvania County/Town clientsTotal number of County clientsTotal number of completed implementations of the proposed product and versionTotal number of active government clients using the proposed product versionLargest active installation including populationSmallest active installation including populationOther products offered by company

Use of Sub-Contractors

The Proposal shall identify any of the required services that are proposed to be subcontracted, if any.

Table 1-03: Sub-Contractor QuestionsDoes your firm complete the implementations of the product being proposed or is this effort outsourcedHas or will any portion of the proposed work be completed by subcontractors?If sub-contractors will be used, please provide the following:

Summary of serviceReasons for subcontractingProposed subcontractor(name, location, experience)Detailed subcontractor responsibilitiesPrevious use of subcontractorAny additional relevant information

Qualification Statement

Supply the following as detailed and requested under 4.3, Tab 1 – Company Introduction, Paragraph 4.3.1.3.

The company’s most recent annual report or the company’s most recent income statement, balance sheet, and statement of cash flow accompanied by an auditor’s report attesting to the accuracy of these financial statements.

Each proposing firm shall certify that it is not currently under suspension or debarment by the Commonwealth of Pennsylvania or federal government. If the proposing firm cannot so certify, then it shall submit a written explanation of why such certification cannot be made.




Each Proposer must provide with its Proposal a sample certificate of insurance evidencing, at minimum, the insurance coverage types and levels set forth in Attachment D, Proposed Form of Agreement and General Conditions.

Conflict of Interest

Supply a Conflict of Interest Statement, as detailed and requested under 4.3, Tab 1 – Company Introduction, Paragraph 4.3.1.4.




Tab 2 – Software SolutionProposed Software Modules Form

Proposed modules that are required to satisfy the requirements associated with the functional areas identified in Table 2-01 cannot be proposed complementary or optional.

Table 2-01: Proposed Functional Areas/ModulesProposed Software Information

Product Component/Suite (Name and Version)

Time on Market Release date of most current version

Next Major Release Date Next Minor Release Date

Licensing Model Named User Concurrent User Enterprise/Site

☐ ☐ ☐Deployment Model County Hosted Vendor Hosted Subscription

☐ ☐ ☐How often are releases provided, and what is the process to test each release? Would the County be able to test releases in a test environment prior to pushing updates to a live environment? Does the system have the ability to roll back updates should challenges or bugs be encountered? What happens to software customizations during an upgrade?What strategic decisions or direction is your firm taking or making related to the product being proposed today?What other applications will the product being proposed integrate with or have integrated with in the past?

No. Functional AreaProposed Module(s) To

Address Requested Functional Area

Third-party Partnerships and/or Solutions

Successfully Integrated* with

1 Computer Assisted Mass Appraisal

2 Tax Administration and Collection*Successful integration should include only those instances where both the software and the client are in

production environments.

Optional and Complementary Modules

What other system modules or products would the Proposer recommend to be complementary to the Project Scope as described in Section 2.0 of the RFP?




Table 2-02: Optional and Complementary Modules

No. Module Name Brief Narrative Description of Functionality Provided

1

2

3

4

5

General Software Questions

No. Question Response

1 What reporting tools are available?2 What is the system’s ad-hoc report

generator?3 Are there any interfaces to Microsoft Office?

4Can users create reports and save them as reports available to defined groups of users?

5

Do the same security definitions apply to the reporting tools as established in the main CAMA and Tax Administration and Collection software?

6Please provide a list of standard reports, by module, that come “out of the box” with the software, detailing those in the listings that may require custom development.

7

Describe the proposed software’s ability to import/export from/to basic Windows programs (Excel, Word, Access, etc.), generate XML files and export to comma delimited XML files; and reporting query tools in the system.




Tab 3 – Project Approach and Implementation MethodologyResource Hours:

Vendors shall include the proposed resource levels for the County Implementation Project Team and Selected Vendor Project Teams by completing the tables below.

Table 3-01: Vendor Project Team Resource Hours by Functional AreaVendor Project Team

Instructions: The vendor is asked to provide the amount of resources that will be committed to the project in terms of number of hours broken out by Functional Area. The total hours by project activity should be the same for both tables 3-01 and 3-02. These amounts should be based on the functionality the County desires, included in the detailed Functional and Technical Requirements (Attachment B).

Functional AreaRequirements

and DesignData

ConversionConfiguration

and Setup Implementation Testing Training TotalComputer Assisted Mass AppraisalTax Administration and CollectionInterfacesReports

Total Hours By Project Activity:

Table 3-02: Vendor Project Team Resource Hours by PhaseVendor Project Team

Instructions: The vendor is asked to provide the amount of resources that will be committed to the project in terms of number of hours broken out by proposed phase. Lines for four phases have been included, please leave any phase not proposed blank or expand the table with additional phases if necessary .The total hours by project activity should be the same for both tables 3-01 and 3-02. These amounts should be based on the functionality the County desires, included in the detailed Functional and Technical Requirements (Attachment B)

PhaseRequirements

and DesignData


and Setup Implementation Testing Training TotalPhase 1:Phase 2:





Table 3-03: County Project Team Resource Hours by Functional AreaCounty Project Team

Instructions: The vendor is asked to provide the amount of resources that will be required from the County in terms of number of hours broken out by Functional Area. The total hours by project activity should be the same for both tables 3-03 and 3-04. These amounts should be based on the functionality the County desires, included in the detailed Functional and Technical Requirements (Attachment B).Assumptions: Any assumptions related to the number of County Implementation Project Team staff, roles of County staff, and duration of involvement used in the development of the resource hour estimates should be included here:

Functional AreaRequirements

and DesignData


and Setup Implementation Testing Training TotalComputer Assisted Mass AppraisalTax Administration and CollectionInterfacesReports


Table 3-04: County Project Team Resource Hours by PhaseCounty Project Team

Instructions: The vendor is asked to provide the amount of resources that will be required from the County in terms of number of hours broken out by proposed phase. Lines for four phases have been included, please leave any phase not proposed blank or expand the table with additional phases if necessary. The total hours by project activity should be the same for both tables 3-03 and 3-04.These amounts should be based on the functionality the County desires, included in the detailed Functional and Technical Requirements (Attachment B).Assumptions: Any assumptions related to the number of County Implementation Project Team staff, roles of County staff, and duration of involvement used in the development of the resource hour estimates should be included here:

PhaseRequirements

and DesignData


and Setup Implementation Testing Training TotalPhase 1:Phase 2:


Table 3-05: Project Approach Questions




Question ResponseBased on information provided in this RFP and experience in working with other Pennsylvania counties and localities, what is the Proposer’s perspective on the most significant risks to this Project and how do you plan to mitigate these risks?

What is your process for monitoring, escalating, and resolving issues that will arise during the Project?

Provide a clear description of Project management responsibilities between the County and the Selected Vendor.

Describe any assumptions made in the Proposal in detail. These should include any assumptions related to the current County technical environment, staffing, project management approach, and County resources available during implementation and support phases.




Tab 4 - Key Proposed Personnel and Team Organization

Vendor Project Team Resumes Resumes shall be provided for the implementation team as well as any additional personnel involved in live operation and ongoing support and maintenance. Resumes shall be specific to the actual personnel to be assigned to this Project for all primary roles (Project Manager, Trainer, Conversion Lead, etc.). A Team Member Resume Table shall be completed for each named resource included in the Proposal.

For each Project referenced in the Table below, a Project Background Form (provided with Tab 13) shall be completed. In the event multiple named personnel worked together on the same Project, only one (1) Project Background Form is required to be completed for that Project.

Proposer and shall include the information necessary to meet the minimum (pass/fail) requirements established in 4.6, Tab 4 – Key Proposed Personnel and Team Organization:

Table 4-01: Team Member Resume TableTeam Member #1

Name and Title: Description of Proposed Roles and Responsibilities:

Role on the Project:

Home office location: Listing of past projects where resource implemented the proposed product:

Educational Background:

Professional registrations and memberships:

Listing of past projects where resource implemented other software products:

Professional references:

Additional relevant information:

Project #1Client Name:Has a Project Background Form been completed for the Client/Project? (Yes/No)Role on Project: Description of Responsibilities on Project:



CAMA - Forms of 32 Software and Implementation Services for Computer Assisted Mass Appraisal and

Tax Collection Software Systems


Tab 5 – Project ScheduleProject Schedule Questions

Based on current obligations, what is the earliest you can begin implementation after contract signing?

What activities would the Proposer expect to occur within the first 60 days of contract signing?

How long does the typical implementation of the product being proposed take for an organization of similar size to the County?

The County plans to target a 16-18 month implementation for Computer Assisted Mass Appraisal and Tax Administration and Collection functional areas. The County is open to a two phased approach to implementing the two functional areas if this is the approach recommended by Proposers. Proposers are required to indicate the ability to meet the target implementation timeline.

Table 5-01: Potential Phasing and Target Live DatesPhase Functional Areas Potential Start Date Target Go-Live Date

1 Computer Assisted Mass Appraisal

2 Tax Administration and Collections

If Proposers are not able to meet these anticipated go-live dates, Proposers should discuss suggested implementation timelines. Similarly, if Proposers are proposing alternative phasing or grouping of modules, this should be clearly specified.




Tab 6 – Functional and Technical Requirements Response

Please note Tab 6 does not contain narrative questions. Proposers are instructed to complete and submit Attachment B under the cover of Tab 6.




Tab 7 – System and Application ArchitectureSystem and Application Architecture Questions

What is the source language(s) of the product?

How many environments are available with your proposed solution at no additional cost (e.g., test, training, production)?

Describe how often major and minor software updates are provided, as well as the level of County resources required for a major update, and the level of resources required for a minor update.

Please describe the major/minor upgrade process that is required if the solution requires a client based installation.

List all browsers that are certified for use with the application, and describe any required browser add-ons, function enablement, etc.

The server software should provide statistics on system activity, percentage or server utilization, etc., which will enable the system user to make tuning changes. Describe statistical reporting capabilities.

The proposed system must provide for protection against loss of data due to power surges or outages. Describe how this is to be accomplished.




The underlying architecture of the application design is important to the County. Please describe your system architecture model and explain the capabilities and features of this model that led to your use of it in developing this system. Please complete the chart below.

Technology Architecture Optimal Platforms/requirements

(physical vs. virtual, preferred OS, etc.)

Minimum requirements

Comments

Database

Type (SQL, , etc.)

Size (storage size, e.g. 500 gig)* Indicate in the comments section the assumptions used to size the database such as assuming a production, QA, testing and sandbox environment. Add detailed worksheet if required.

Application Server

Hardware TypeProcessor Cores Required

Operating System

Memory Requirements

Web Server

Hardware TypeProcessor memory/speed

Operating System

Unix Flavor (if applicable)

Processor Cores

CPU Speed

Operating System

Memory Requirements







Comments

Other

Transaction or Mediation Server


Operating System


Processor Cores

CPU Speed

Operating System

Memory Requirements

Other

Database Server


Operating System


Processor Cores

CPU Speed

Operating System

Memory Requirements

Other

Desktop (Client)

Operating System







Comments

Unix flavors (if applicable)

Processor memory/speed

Required desktop applications

(For reporting and web access. Include type and version)

Processor Cores

CPU Speed

Operating System

Memory Requirements

Other




Tab 8 – Data Conversion PlanResponsibility of Data Conversion Activities

Proposers shall complete the below based on whether the roles identified are supported by the proposed data conversion methodology and approach. The roles are defined below. Any conflicts shall be noted with a comment. In the event additional activities are proposed, the Proposer shall identify the roles for both County and Implementation Vendor Project Teams.

Table 8-01: Definition of RolesRole Summary

Lead The party ultimately responsible for the activity.

Assist The party provides active assistance for the activity.

Participate The party provides passive assistance for the activity.

None The party has no role in the activity.

Table 8-02: Summary of Response IndicatorsIndicator Response Description

S Supports The proposal supports the prescribed responsibility roles with its proposed data conversion methodology and approach.

C Conflict The proposal has a conflict with the prescribed responsibility roles and proposed alternate responsibility in its proposed data conversion methodology and approach

Table 8-03: Responsibility of Deliverables

No Data Conversion Activity Vendor Role

County Role Response Comments

1 Perform Conversion Analysis of Existing Legacy Data Lead Participate

2 Perform Crosswalk Development of Legacy Data from Legacy System to New System Lead Participate

3 Provide Conversion Data None Lead

4 Provide File Layouts/Data Maps of Existing System None Lead

5 Proof Data Provided Assist Lead

6 Analysis of Data to be Converted Lead Assist

7 Developing and Testing Conversions Lead None

8 Review and Correct Errors Lead Assist

9 Load Converted Data into Training Database Lead Participate

10 Confirmation of Converted Data in Training Database None Lead

11 Approval/Sign-Off of Converted Data in Training Database None Lead

12 Load Converted Data into Live Database Lead Participate




No Data Conversion Activity Vendor Role

County Role Response Comments

13 Confirmation of Converted Data into Live Database None Lead

14 Approval/Sign-Off of Converted Data in Live Database None Lead




Tab 9 – Software HostingGeneral Software Hosting Information

Where are the data center and storage facilities?

Total number of active clients currently served by hosted solutions provided by your company.

How many years has your company provided hosted solutions?

How are hosted software applications deployed for use by numerous customers?

What availability and response time do you guarantee?

How many instances of unplanned outages have any of your customers experienced within the past five (5) years?

What has been the duration and scope of such unplanned outages?

What are the standard relief schedules for unplanned system downtime/outages?

In how many instances has your firm had to pay client relief for unplanned outages?

What are the target Recovery Point Objectives (RPO) of your firm?

Are there varying RPOs offered under different service levels?What are the target Recovery Time Objectives (RTO) of your firm?

Are there varying RTOs offered under different service levels?

Would the target RPO/RTO differ under an on premise model where disaster recovery services are contracted, versus a SaaS or vendor-hosted model?




What is your process for notification of standard maintenance and down-time?

What data security and system redundancy capabilities are available at Proposer’s data center and storage facilities?




Tab 10 – Testing and Quality Assurance Plan

Describe your standard approach to testing and quality assurance.

What levels of support are provided by your company during the County testing phases (e.g. parallel and user acceptance testing)?




Tab 11 – Training PlanProposed Training Approach Form

Proposers shall complete the following Proposed Training Approach Form as part of the submittal as required by Section 4.13 in the RFP.

Proposed Training Approach FormWhat training model is being proposed?

Train-the-trainer

End-User Training

System Administrator Training

Other (Describe):

☐ ☐ ☐How many staff are permitted to attend each training session?Does the Proposer have the ability to provide web-based training?

Yes No Please provide details related to any web-based training offerings.

☐ ☐Question #1: Please identify any optional training offerings such that have not been listed above.These may include train-the-training, end-user training, system admin training, etc.

Response:

Question #2: What provision will the Proposer make for having a system environment available for training exercises, and when? What data (e.g., live, sample, etc.) will be used for training County staff on the use of the system?

Response:

Question #3: What provision does the Proposer have for providing primary training for the proposed system? Training shall be adequate to the needs of the typical systems user and administrator.

Response:

Question #4: What provision does the Proposer make for training the typical system user training to address those issues that will be encountered during day-to-day use? Be sure to include training on all system functionality—including screen and report use—and ad hoc report creation and use.

Response:

Question #5: What provision does the Proposer make for Administrator training to address those issues involved with the administration of the system? Should it be a separate training session?




Response:

Question #6: What provision does the Proposer make to provide technical training to County IT staff, as necessary? Please address how the Proposer will address training on the responsibilities related to system operation and management, security, problem identification, and problem resolution.

Response:

Question #7: Describe what training facility configuration and equipment requirements are sufficient to deliver the training being proposed.

Response:

Question #8: What will be the role(s) and responsibilities of County staff in the design and implementation of the training plan?

Response:




Tab 12 – Ownership of DeliverablesProposers shall complete Table 12-03 below based on whether the roles identified are supported by the proposed approach and implementation methodology. The roles defined in Table 12-01 and 12-02 contain the indicators Proposers shall use to report their support of the identified roles. Any conflicts shall be noted with a comment. In the event additional deliverables are proposed, Proposers shall identify the roles for both County and Proposer Project Teams.

Table 12-01: Definition of RolesRole Summary

Lead The party ultimately responsible for the development of the deliverable.

Assist The party provides active assistance in development of the deliverable

Participate The party provides passive assistance in the development of the deliverable.

Owns The party is solely responsible for the development of the deliverable.

None The party has no role in the development of the deliverable.

Table 12-02: Summary of Response IndicatorsIndicator Response Description

S Supports The proposed supports the prescribed ownership roles with its proposed implementation methodology and approach.

C ConflictThe proposed has a conflict with the prescribed ownership roles and proposed alternate ownership in its proposed implementation methodology and approach

Table 12-03: Ownership of Deliverables

No Deliverable Proposer Role

County Role

Proposer Response Comments

1 Implementation Project Plan Lead Assist

2 System Interface Plan Lead Assist

3 Data Conversion Plan Lead Assist

4 Testing and Quality Assurance Plan Lead Assist

5 Pre- and Post-Implementation Support Plan Lead Assist

6 Training Plan Lead Participate

7 System Documentation Owns None

8 Risk Register Lead Assist

9 Other:

10 Other:




Tab 13 – Project Background Form and References

Proposer Reference Consent

Proposers shall provide an affirmative statement that the Proposer grants its consent for the County to contact the Proposer’s references for purposes of evaluating the Proposer for this Project and acknowledges that any information obtained from the Proposer’s references will not be disclosed to the Proposer.

Statement of Consent:

Proposer References

Proposers shall use the provided Project Background and Reference Form, included on the following page, for providing References including Site Visit References.

Proposers shall provide at least five (5) County/municipal government clients with whom the Proposer has worked during the past three (3) years that are of similar size and complexity to the County.

o Three (3) references shall be from County/municipal clients that have been live with the current software version for a minimum of two (2) years, and

o Two (2) references that have been live with the current software version for less than one (1) year. In the event the Proposer cannot provide the required five references, Proposer may substitute other

organizations to ensure five (5) total references are provided. Proposers shall indicate how these substitute references deviate from the requested characteristics.

If possible, the County prefers references that utilized the same Project Manager as will be used for this Project, and the same scope of functional areas.

Project Background FormCAMA - Forms of 32 Software and Implementation Services for

Computer Assisted Mass Appraisal and Tax Collection Software Systems


A Project Background Form should be completed for each project that is listed as: A reference and/or site visit reference (in accordance with this Tab 13); and Mentioned in relation to a Proposed Team Members resume (Tab 4); and As necessary to substantiate meeting the minimum qualifications (Tab 16).

1. General Background: The General Background shall be provided for each project referenced in the Proposal Response.

Name of Client: Address:Number of Employees:Operating Budget:Summary of Project and Current Status:Total # of Parcels:Number of Tax Bills issued Annually:

2. Project Scope: The Project Scope shall be provided for each project mentioned in the Proposal Response.

Computer Assisted Mass Appraisal ☐ Tax Administration and Collection ☐Other: ☐ Other: ☐

3. Project Information: The Project Information shall be provided for each project mentioned in the Proposal Response.

Total Project Budget:Implementation Start Date:Project Go-Live:Vendor Project Manager:Vendor Project Team Members and Roles:Software Version Implemented:Deployment Model:System(s) Replaced:

4. Reference Information: The Reference Information below need only be completed and submitted for the five references provided as part of Tab 13.

Client Project Manager/Contact:Title:E-Mail Address:Phone Number:

Former Client Identification




Proposers shall provide the name and contact information of three (3) former clients that have elected to leave the Proposer. The Proposer should describe why the client left, and what steps the Proposer has taken to correct the issues that resulted in the client’s departure.

1. Former Client #1Name of Client: Date of Client Departure:Reason for Departure:






Tab 14 – Response to Narrative QuestionsNarrative Questions

Please identify two recent project implementations that are most comparable to the County, and provide a project profile for each including; scope of modules, project duration, any unique requirements or circumstances that were a part of or came up during the project, the legacy system converted from, etc.

Project 1:

Project 2:

What sets your firm’s product being proposed apart from your firm’s competitors?

Please describe your organization’s recommended approach toward retention of legacy data. Please describe what options are available / supported within your proposed solution. Also, please provide any relevant references of organizations that have successfully addressed legacy data with your solution.

Please identify any third-party software or hardware that may be required or suggested to be used in support of the solution you have proposed. This should include a description of the product and the way in which it supports the use of your system.

Please describe your approach to integration with the County’s GIS database.

What best business practices are built into the software?

The system should provide for single sign-on, password only access to the system. There should be various levels of security to be designed by the security administrator.

Describe the security levels of the proposed system.

What security tools are included with the software?

How do restrictions to the following work: administrative tool access; application access; menu access; record access; field access, and




querying/reporting access? What is included in the user security profile? How is the security profile defined?

Describe the proposed software’s ability to import/export from/to basic Windows programs (Excel, Word, Access, etc.), generate XML files and export to comma delimited XML files; and reporting query tools in the system.

Data Warehousing: What formats do you support? What data cleansing tool(s) do you use? What types of tools do you utilize for decision

support?

Describe archiving features in the proposed system.

Describe the document management and storage capabilities of the proposed software.

What types of tools are needed to utilize these features in your product?

Are the capabilities described internal or do they utilize third-party software such as the products described above?

What ability do you have to interface with the third-party software the County is currently using?

Provide examples of how other Organizations have used the software to provide these capabilities.

Proposers should describe their approach to the conversion of multiple interfacing systems (both centrally and at the departments). Responses should detail what type of software or middleware would be used to generate the interfaces and describe their methodology for managing the interfaces required.

If the project is done in phases identify potential concerns and advise how these concerns will be addressed, (i.e. partial year data, interfaces etc.)?

Proposers should describe their experience integrating with Oracle E-Business Suite, including a description of the data that was exchanged and the process by which the information was exchanged.

How will system access be provided to tax collectors? Will tax collectors require a full system license?

Proposers should describe how their system can support CASS certification for bulk mailings. Is the proposed system inherently CASS certified or are third party products required? If a third party product is required, please describe which companies have been




successfully integrated to the proposed system.

Tab 15 – Exceptions to RFP Requirements and Conditions and Proposed Form of

Agreement and General Conditions




Please note Tab 15 does not contain narrative questions. Proposers are instructed to submit Exceptions to the RFP Requirements and Conditions and Proposed Form of Agreement and General Conditions under the cover of Tab 15.

Tab 16 – Minimum QualificationsVendors shall provide responses addressing each of the Minimum Qualifications presented in the RFP, per Section 1.7, in order to move into the second tier evaluation detailed in Section 3.1. Any exceptions, deviations, or other non-conformance with any of the items/questions listed below must be detailed thoroughly.

Minimum QualificationsFinancial Stability

The company’s most recent annual report or the company’s




most recent income statement, balance sheet, and statement of cash flow accompanied by an auditor’s report attesting to the accuracy of these financial statements shall be provided under Tab 16.

Any supporting comments shall be provided using this table.Company Experience

In order to demonstrate the relevant company experience to meet the minimum qualifications, Vendors shall identify in the table below three (3) projects of similar scope and size that included software, implementation services, and support experience for CAMA and Tax Claim Systems. To support these Projects, Vendors shall reference below the Projects used to meet this qualification, and submit a completed Project Background Form (provided under Tab 13) for each project identified.Project #1

Project #2

Project #3

Project Team ExperienceProject Manager#1 Identify software, implementation and support

experience for CAMA and Tax Claim Systems on at least three (3) projects of similar scope and size.This Qualification may be substantiated by including the Project Manager’s resume, per Tab 14, Table 4-01: Team Member Resume Table.

#2 Detail how on past projects of similar scope and size, have demonstrated skills, technical knowledge, and administrative capability to serve all the requirements of the proposed project specifications

#3 Provide documentation to confirm that the proposed Project Manager possesses a Project Management Professional (PMP) certification from the Project Management Institute (PMI) or an equivalent certification and/or experience

Project Team#1 Detail the proposed team’s software, implementation

and support experience for CAMA and Tax Claim Systems on at least three (3) projects of similar scope and size.This Qualification may be substantiated by including the Project Team Members’ resumes, per Tab 14, Table 4-01: Team Member Resume Table.

#2 Detail the experience of the proposed team on past projects of similar scope and size, have demonstrated skills, technical knowledge, and administrative capability to serve all the requirements of the proposed project specifications




Insurance CoverageEach Proposer must provide with its Proposal a sample certificate of insurance evidencing, at minimum, the insurance coverage types and levels set forth in Attachment D, Proposed Form of Agreement and General Conditions.



web viewtab 1 – company introduction. transmittal certification. by signature on the proposal,...

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