PORT OF TACOMA REQUEST FOR PROPOSALS No MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

Transcription

1 PORT OF TACOMA REQUEST FOR PROPOSALS No MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES Issued by Port of Tacoma One Sitcum Plaza P.O. Box 1837 Tacoma, WA RFP INFORMATION Contact: Addresses: Heather Shadko, Procurement Phone: (253) Submittal Date MARCH 18, 2:00 PM (PST) PLEASE SUBMIT ALL CORRESPONDENCE AND PROPOSALS VIA DIRECTLY TO THE PROCUREMENT CONTACT LISTED ABOVE AND INCLUDE MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES IN THE SUBJECT LINE

2 PORT OF TACOMA Request for Proposals (RFP) # Microsoft Dynamics GP Upgrade and Support Services The Port is soliciting proposals from firms interested in providing services to perform an upgrade of Microsoft Dynamics GP from version 10 to version 2013 and provide ongoing Microsoft Dynamics GP software support services. A. BACKGROUND The Port of Tacoma is a major center for container cargo, bulk, break-bulk, autos and heavy-lift cargo. Created by Pierce County citizens in 1918, the Port of Tacoma has become one of the largest container ports in North America and one of the top 50 in the world. The Port of Tacoma manages a diverse set of business operations relating to maritime trade. To learn more about the Port of Tacoma, visit The Port of Tacoma utilizes Microsoft Dynamics GP to manage core financials, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets and Project Accounting. The Port of Tacoma s Dynamics GP implementation is on-premise and single-site. Dynamics GP was implemented at the Port in The Port intends to upgrade from the currently installed version 10 to version 2013 in This upgrade is being undertaken to remain on a supported version of Dynamics GP. Except where the current use of Dynamics GP and underlying Dynamics GP technology changes dictate, developing new modifications, enhancements or extensions to the Dynamics GP system functionality is not within the scope of this upgrade. The Port has a Business Ready Enhancement & Support plan with Microsoft for Dynamics GP and has utilized the services of third party Dynamics GP vendors to provide support and system extension/development services. The Port has an in-house Information Technology department and an in-house technical resource whose primary responsibility is Dynamics GP support. The Port intends to procure the services of a qualified and experienced Dynamics GP consultant to provide services associated with performing this upgrade and follow-on software support services. In coordination with the consultant, the Port anticipates Port Information Technology staff will actively participate in this project and perform agreed upon upgrade project tasks. The identification of all required project tasks and the assignment of tasks to consultant and Port staff will be defined through this procurement process. In addition to the services required to support the Dynamics GP upgrade, the Port has an ongoing need for services relating to the support, maintenance and enhancement of Dynamics GP on an as-needed basis. The Port anticipates contracting with a single consultant for both the upgrade services and the ongoing support services. Work will be performed on a task-order basis. A contract will be issued and then an initial task-order will be issued for the services associated with performing the Dynamics GP upgrade. Request for Proposals Page 2 of 10 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

3 Subsequent task-orders will be issued for support services as-needed. The initial period of performance will be for three (3) years, with two one (1) year renewals. The ongoing support services may be provided on a non-exclusive basis; the Port may select and award contracts to additional vendors for Dynamics GP support services. The Port s Standard Terms and Conditions are included as Attachment B to this RFP. By submitting a Proposal, the Proposer represents that it has carefully read and agrees to be bound by the Port s Standard Terms and Conditions. Identify during the question submittal and response period, any sections you consider onerous, clarify why you consider these sections onerous, propose alternative language and describe why it is in the Port s best interests to adopt the alternative language. B. SCOPE OF SERVICES Services are expected to be provided in two phases. Phase 1 consists of services required to perform the Dynamics GP upgrade. Phase 2 consists of ongoing support services. Phase 1: The scope of Phase 1 is to upgrade the Port of Tacoma s Microsoft Dynamics GP environment from version 10 to version This upgrade will replace all system functionality that currently exists in version 10 in the upgraded version This functionality includes core system functionality, security, modified configurations, thirdparty add-ins, interfaces and integrations, custom database features and all other components or software functions required for the system to perform the same business functions following the upgrade as were available prior to the upgrade. The consultant will be responsible for upgrading the entire Microsoft Dynamics GP environment to allow it to perform all currently available business functions. The consultant will be responsible for the successful completion of the Dynamics GP upgrade project. Attachment C - Dynamics GP System Current Environment Summary listed below are, to the best knowledge of Port staff, complete and accurate. However, the selected consultant, through the expertise of its staff in performing Microsoft Dynamics GP upgrades, will be responsible to identify all known system components and upgrade project scope items. Upgrade Project Scope: 1. Project Management: a. Project Management: The consultant will assign an experienced and qualified Project Manager to comprehensively manage all project tasks and resources. The consultant Project Manager will develop a fully defined Work Breakdown Structure (WBS) (see Deliverables below). Additional Project Management tasks include, but are not limited to: Management of project tasks and Request for Proposals Page 3 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

4 activities using the developed WBS; providing weekly WBS updates; tracking and Management of all project issues; holding weekly project status meetings and distributing written weekly project status updates to all identified stakeholders; conducting lessons learned session(s) at project close-out. 2. Technical Services: a. Technical Services: The consultant will provide staff with the required technical experience and expertise to perform the Dynamics GP upgrade. 3. Infrastructure Review: a. Infrastructure Review: The consultant will review the Port s server, storage and network system infrastructure design and configuration and verify that the design is adequate and appropriate to meet the Port s requirements. 4. Test Environment Install/Upgrade: a. Dynamics GP 2013 Install/Upgrade: Perform an upgrade of Microsoft Dynamics GP from version 10 to version 2013 in the Port s Test Domain environment, including performing all required update and conversion routines and procedures. This installation will support the server components required for thick client functionality only. b. Upgrade Code Modifications: Upgrade all.net and Dexterity code modifications. Validate all modified components converted correctly. c. Upgrade System Interfaces: Upgrade econnect; upgrade Integration Manager; upgrade all interface, integration, import and export mechanisms. d. Install/Upgrade all Microsoft and Third Party Add-Ins: Rockton SmartFill; Rockton ToolBox; eone SmartView; Forms Printer; Microsoft Professional Tools Library. Additionally, Upgrade Mekorma MICR and perform all required formatting, signature and validation tasks. e. Install/Upgrade Reporting Tools: Microsoft Dynamics GP reporting tools; SQL Reporting Services Reports for Microsoft Dynamics GP; Excel reports. Update all reports modified using Report Writer. f. Technical Testing: The consultant will perform technical and unit testing to ensure that all installed or upgraded system components, data, tables, security permissions, and integrations function properly and as intended prior to Port resources beginning User Acceptance Testing. Request for Proposals Page 4 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

5 g. User Acceptance Testing (UAT): UAT will be performed by Port Subject Matter Experts (SME s) after the Test Environment Install/Upgrade and Technical System Testing is complete. SME s are responsible for developing UAT scripts based on required system functionality. Consultant will provide SME s with support and specialized system knowledge required to develop UAT scripts and will review all UAT scripts for accuracy and completeness. Dedicated Consultant resources are to be available during UAT to resolve issues as they are identified. 5. Promotion from Test to Production Environment: a. Production Environment Install/Upgrade: Consultant will promote (copy/move) all system components from the Test environment to the Production environment or undertake all required steps to recreate the system components and configurations in the Production environment that were created in the Test environment. b. Prophix Performance Management Software: Identify the Dynamics GP data source locations for the data extracts and drill across functions required by the Port s implementation of Prophix Performance Management Software and provide Port staff with assistance in reestablishing these connections to Dynamics GP c. Management Reporter: Consultant will install, configure and test Management Reporter server components and will convert 31 existing FRx reports to Management Reporter. d. Production Go-Live Support: Following Production promotion and go-live Port staff will conduct Post Production testing to ensure the system functions as expected and intended prior to production use. Consultant personnel will be available and on site for two days after go-live and dedicated and available by phone and for one week after go-live to ensure project success. 6. Client Workstation Deployments: a. Client Workstation Deployments: Port staff will upgrade both the Dynamics GP client and the Management Reporter client on staff workstations. The consultant will provide Port staff with assistance developing client workstation deployment instructions and scripts and testing a successful client workstation deployment, and will provide troubleshooting assistance to resolve client workstation issues. Request for Proposals Page 5 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

6 7. Training: Phase 2: a. Management Reporter Training: Consultant will train Port IT staff on the new security model and assigning role based security. Consultant will train Port Finance staff with previous FRx experience on the use of Management Reporter. b. Dynamics GP 2013 Training: Consultant will train Port Finance staff with experience using Dynamics GP 10 on new system features and functionality in Dynamics GP The consultant will provide Dynamics GP support, maintenance and enhancement services on an as-needed, task-order basis. The ongoing support services may be provided on a non-exclusive basis; up to three consultants may be selected to provide support services. Support services may include: break/fix support; escalated or advanced support; Dynamics GP solution consulting; Dynamics GP system extension design and configuration; Dynamics GP infrastructure support; Dynamics GP integration configuration and support, etc. Support Services may be provided onsite or remotely, at the Port s discretion. C. DELIVERABLES: Upgraded Dynamics GP 2013 Environment: The consultant will provide an upgraded Dynamics GP 2013 environment. This upgraded environment will replicate all system functionality that currently exists in version 10 in the upgraded version This functionality includes core system functionality, reporting, workflow, security, modified configurations, third-party add-ins, interfaces and integrations, custom database features and all other components or software functions required for the system to perform the same business functions following the upgrade as were available prior to the upgrade. Work Breakdown Structure: The consultant will develop a comprehensive Work Breakdown Structure (WBS) detailing all deliverables, milestones, schedule, project tasks, dependencies, and resource assignments to consultant and Port staff. The Port will review the developed WBS and accept it as a project Deliverable upon satisfactory completion. The WBS must be completed and accepted fifteen working days after the execution of this agreement. System Documentation: Prior to the commencement of upgrade tasks, the consultant will develop comprehensive system design and configuration documentation for technical and architectural review by Port staff. Following completion of the upgrade, the consultant will provide the Port with a comprehensive set of system documentation, including: Final system design and configuration documentation detailing the system infrastructure in all environments. This documentation will include machine Request for Proposals Page 6 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

7 names, IP addresses and port s, service accounts, and any other parameters required to fully understand and support the system implementation. Final application design and configuration, specifically identifying all changes to system configurations, interfaces, customizations, and other items required to fully understand and support the system implementation. Documentation required to assist with normal operational procedures or processes, such as backups/restores, maintenance cycles, etc. D. RFP ELEMENTS & EVALUATION CRITERIA: Proposals should present information in a straightforward and concise manner, while ensuring complete and detailed descriptions of the Firm s/team s abilities to meet the requirement of this RFP. Emphasis will be on completeness of content. The written proposals should be prepared in the sequential order as outlined below. Proposals are limited to 10 numbered pages (8 ½ by 11 inch) excluding the cover letter and appendices. All pages shall be in portrait orientation with 1 inch margins. Font size shall be 11 point or larger. Proposals that do not follow this format will not be reviewed. Proposals are to address, and will be evaluated upon, the following criteria: INITIAL EVALUATION PHASE 1. Qualifications & Experience 40 PTS Describe the history of the firm submitting the proposal, including such items as length of time in business; business history including patterns of growth, mergers or acquisitions; staffing model including identifying the level to which consultants used are staff or independent contractors; number of staff; number of customers; market/vertical specializations; office locations; length of time offering services similar to those proposed, etc. Identify the level and type of partnering relationship the firm submitting the proposal holds with Microsoft relating to Dynamics GP. Identify the proposed team (to include working titles, degrees, certificates, licenses and training). Demonstrate the team s experience in performing Dynamics GP software upgrades, emphasizing experience in performing upgrades from version 10 to version 2013, and providing on-going support. Describe how the team meets or exceeds the required qualifications. Key Personnel must have a minimum of five years of directly relevant experience performing work of similar type and complexity. Desired Certifications held by Key Personnel include: Microsoft Certified Technology Specialist (MCTS), Microsoft Dynamics GP (please state certified Dynamics GP versions in response) Microsoft Certified IT Professional: Applications for Microsoft Dynamics GP (please state certified Dynamics GP versions in response) Request for Proposals Page 7 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

8 Microsoft Certified IT Professional: Installation and Configuration for Microsoft Dynamics GP (please state certified Dynamics GP versions in response) Project Management Institute - Project Management Professional (PMP) The Port will evaluate the experience, technical competence and qualifications of the Key Personnel identified, their project specific roles and responsibilities, and overall organization of the project team. Emphasis will be placed on experience and expertise in performing work of similar scope and complexity. Resumes of the key individuals shall be included as an appendix and are not included in the total page count. Resumes are to be limited to one single-sided, letter-size page. Resumes exceeding this limit will not be reviewed and responses will not be considered. Ensure completion of 3-5 references using Attachment E. All references must be received by the Port by the proposal due date. The Port will evaluate the reference checks to assess the proposed team s overall performance and success of previous, similar work. Reference checks will also be utilized to validate information contained in the Proposal. Include a list of recent contracts/projects in the last three years, to include a point of contact, contact information (phone and ), and brief description, for services relevant to the items listed in the Scope of Services as performed by the key personnel. Relevant information includes the services provided, size of the project in budget and number of team members, size of customer, type of business or industry, number of change orders processed, and original and actual schedule. 2. Project Approach Narrative 30 PTS Responses should clearly outline the team s recommended approach and methodology for: Accomplishing the Scope of Services: Clearly describe the approaches and methods that will be used to accomplish the tasks required in the scope of services. Specifically describe the method proposed for performing the upgrade to the Dynamics GP system configuration and database. Describe the consultants considerations for onsite or remote access performance of project tasks. Include a summary of innovative ideas and suggestions for enhancing the scope of services. Work Breakdown Structure: Provide a draft Work Breakdown Structure for the Dynamics GP upgrade project. Assumptions and Risks: Define the assumptions made regarding accomplishing the Scope of Services. Define the factors the consultant believes are risks that Request for Proposals Page 8 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

9 are out of its control to the successful completion of the Dynamics GP upgrade project, and mitigation strategies. System Component Readiness: Describe the consultants approach for ensuring all components of the Dynamics GP system environment, including all third party tools, will be available and ready for the Dynamics GP upgrade. If certification of a components readiness is not available, define what mitigation strategies the consultant would propose. System Discovery and Validation: Describe the consultants approach for system discovery and validation, to ensure all components of the Dynamics GP system implemented at the Port are identified and understood. Coordination & Communication: Provide a plan for communications and coordination between the project team, the Port s project manager and the various stakeholders. Task Order Services: Outline the team s experience providing task order type services and describe how the team is able to respond to the Port s request for services. 3. Compensation 30 PTS Present detailed information on the firm s proposed fee structure for the services proposed. Include a Rate Sheet that specifies the labor category and fully burdened hourly rate of each member of the proposed team, or of each specific project role. Based upon the work identified in the Work Breakdown Structure developed, include an estimate of the consultant cost of the project to upgrade Dynamics GP. All rates quoted shall be: Quoted in US Dollars; Full cost and rates inclusive of, but not limited to, sales tax and other government fees, taxes, charges, overhead, travel and per diem. Valid throughout the contract period unless otherwise amended and agreed to by both parties in writing. Request for Proposals Page 9 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

10 FINAL EVALUATION PHASE (if applicable). 4. Interviews (as requested by the Port) 100 PTS If an award is not made based on the written evaluations alone, interviews will be conducted with the top-ranked proposers. Failure to participate in the interview process will result in the Proposer s disqualification from further consideration. If interviews are conducted, they will be held at the Port of Tacoma, Tacoma, WA. Travel costs will not be reimbursed for the interview. ATTACHMENT A INSTRUCTIONS FOR PROPOSING ATTACHMENT B- CONSULTANT TERMS AND CONDITIONS ATTACHMENT C DYNAMICS GP SYSTEM CURRENT SUMMARY ATTACHMENT D - PROPOSER QUESTION TEMPLATE ATTACHMENT E- REFERENCE QUESTIONNAIRE Request for Proposals Page 10 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

11 Port of Tacoma Attachment A - Request for Proposals Instructions for Proposing PROCUREMENT PROCESS SOLICITATION TIMELINE: Issuance of RFP FEBRUARY 28, 2013 Last Day To Submit Questions MARCH 11, 2013 Proposal packets due MARCH 18, 2:00 PM (PST) Short List Consultants* MARCH 26, 2013 Interviews (if required)* WEEK OF APRIL 1, 2013 Final Selection* APRIL 8, 2013 Execute Contract* APRIL, 2013 *Dates are tentative. After the proposal packets due date, Proposers may view the solicitation status by viewing the Submittal List on the Port s website. VENDOR OBLIGATION Port of Tacoma Requests for Bids, Requests for Proposals and Requests for Qualifications can be accessed on the Port s website, under Contract Opportunities ; Procurements. SUBSCRIBING TO THE HOLDERS LIST When viewing the details page for this procurement on the Port s Website (click here) firms have the option of subscribing to the Holders List. By subscribing to the Holders List, firms will automatically be notified when new documents or changes relating to this procurement occurs. *Only those who have subscribed to the Holders List will receive notifications throughout the procurement process, up until a firm is selected. COMMUNICATION / INQUIRES Proposers who, relative to this scope of services, contact any individuals or Commission members representing the Port, other than the Procurement Representative listed on the RFP may be disqualified from consideration. Written questions about the meaning or intent of the Solicitation Documents shall only be submitted to Heather Shadko, procurement@portoftacoma.com (Solicitation Name in subject line). Proposers who may have questions about provisions of these documents are to their questions by the date listed above. The Port will respond to all written questions submitted by this deadline. The Port will respond to questions which do not alter the solicitation documents by issuing a Question and Answer. Microsoft Dynamics GP Upgrade & Support Services Page 1 of 3

12 Port of Tacoma Attachment A - Request for Proposals Instructions for Proposing ADDENDA The Port may make changes to this Solicitation. Oral or other interpretations, clarifications or submittal instructions will be without legal effect. Any information modifying a solicitation will be furnished in a formal, written addendum. If at any time, the Port changes, revises, deletes, increases, or otherwise modifies the Solicitation, the Port will issue a written Addendum to the Solicitation. Addenda will be posted to the Port s web site and conveyed to those potential submitters who have requested to be placed on the Holders List. PRE-PROPOSAL CONFERENCE The Port will not conduct a pre-proposal conference for this procurement. To obtain answers to any questions or for further clarifications, submit all questions as noted above. SUBMITTAL PROCESS Proposals must be received via on or before the date and time outlined on the front page of this RFP. Send your electronic submittal to: procurement@portoftacoma.com. Name of Firm, RFP Title (Subject Line) Please submit one electronic copy in Adobe Acrobat PDF format, including all appendices. Submittals need to be limited to 9 MB in total size. It is the Consultant s responsibility to verify the receipt of the submittal. Electronic verification will be provided upon request. *Late proposals will not be accepted by the Port. Proposals received after the stated date and time will not be reviewed and shall be deemed non-responsive. EVALUATION AND AWARD PROCESS An evaluation team will review each proposal and score all responses received based upon the criteria listed herein. The Port may request clarifications or additional information, if needed. After the evaluation team individually scores each proposal, the scores are tallied and the firms are ranked based on the scores. A selection may be made based on the proposals and initial evaluation criteria alone. Alternatively, the evaluation team may create a short list of the top ranked firms and invite the short listed firms in for interview and/or check references. Scores for reference checks and interviews will be tallied and the short listed firms will then be re-ranked. Final determination for short listed firms will be based on reference checks and interviews. The Port intends to select the Proposer who represents the best value to the Port and begin the negotiation and award process based on the evaluated scores. The selected Consultant will be invited to enter into contract negotiations with the Port. Should the Port and the selected firm(s) not reach a mutual agreement, the Port will terminate negotiations and move to the next highest ranked firm and proceed with negotiations. The Port reserves the right to accept or reject any or all information in its entirety or in part and to waive informalities and minor irregularities and to contract as the best interest of the Port may require. The Port reserves the right to reject any or all Proposals submitted as non-responsive or non-responsible. Microsoft Dynamics GP Upgrade & Support Services Page 2 of 3

13 Port of Tacoma Attachment A - Request for Proposals Instructions for Proposing GENERAL INFORMATION News releases pertaining to this RFP, the services, or the project to which it relates, shall not be made without prior approval by, and then only in coordination with, the Port. COSTS BORNE BY PROPOSERS All costs incurred in the preparation of a Proposal and participation in this RFP and negotiation process shall be borne by the proposing firms. PUBLIC DISCLOSURE Proposals submitted under this Solicitation will be considered public documents and, with limited exceptions, will become public information and may be reviewed by appointment by anyone requesting to do so following the conclusion of the evaluation, negotiation, and award process. This process is concluded when a signed contract is completed between the Port and the selected Consultant. If a firm considers any portion of its response to be protected under the law, the firm shall clearly identify each such portion with words such as CONFIDENTIAL, PROPRIETARY or BUSINESS SECRET on each page for which the protection is sought. If a request is made for disclosure of such portion, the Port will notify the firm of the request and allow the vendor not less than ten (10) days to seek a protective order from the Courts or other appropriate remedy and/or waive the claimed confidentiality. Unless such protective order is obtained and provided to the Port by the stated deadline, the Port will release the requested portions of the response. By submitting a response, the vendor assents to the procedure outlined in this paragraph and shall have no claim against the Port on account of actions taken under such procedure. Microsoft Dynamics GP Upgrade & Support Services Page 3 of 3

14 PROJECT: Title PERSONAL SERVICES AGREEMENT NO. XXXXXX CONSULTANT: Company, Address, City, State, Zip PROJECT MANAGER: PM PROJECT NO. / GL ACCOUNT NO. ####### THIS AGREEMENT is made and entered into by and between the Port of Tacoma (hereinafter referred to as the "Port") and xxcompanyxx (hereinafter referred to as the "Consultant") for the furnishing of xxtitlexx Personal Services (hereinafter referred to as the "Project"). The Port and Consultant mutually agree as follows: SCOPE OF WORK The Consultant will DELIVERABLES ASSUMPTIONS COMPENSATION This will be accomplished on a time and materials basis and will not exceed $00, without prior written approval from the Port. Consultant is responsible for working within the budget as agreed. Should the Consultant incur costs beyond the not-to-exceed contract budget amount without an executed amendment to this contract, the Consultant is solely responsible for the additional costs. Consultant agrees to submit timely invoices as the work progresses. Invoices that are submitted for payment 90 days or more after the work was completed are subject to nonpayment. DOC

15 Contract No. XXXXXX Page 2 of 8 Project No./GL Account No. XXXXX Date The length of this agreement is from the date of execution to xxdatexx. This agreement is expressly conditioned upon the Terms and Conditions and Guidelines for Consultant Fees and Reimbursable Items attached and by reference incorporated herein. Consultant acknowledges reading this Agreement, understands it and agrees to be bound by its Terms and Conditions. AGREED PORT OF TACOMA CONSULTANT (LEGAL NAME) By Name Title Date By Date Print Name Title DOC

16 Contract No. XXXXXX Page 3 of 8 Project No./GL Account No. XXXXX Date Port of Tacoma Terms And Conditions Personal Services Agreement In consideration of the mutual covenants, obligations, and compensation to be paid by the Port to Consultant, it is agreed that: 1. Key Personnel The Consultant and/or its subconsultants key personnel, as described in its Consultant selection submittals, shall remain assigned for the duration of the Project unless otherwise agreed to by the Port. 2. Relationship of the Parties Consultant, its subconsultants and employees, is an independent Contractor. Nothing contained herein shall be deemed to create a relationship of employer and employee or of principal and agent. 3. Conflicts of Interest Consultant warrants that it has no direct or indirect economic interest which conflicts in any manner with its performance of the services required under this Agreement. Consultant warrants that it has not retained any person to solicit this Agreement and has not agreed to pay such person any compensation or other consideration contingent upon the execution of this Agreement. 4. Compliance with Laws Consultant agrees to comply with all local, state, tribal and federal laws and regulations applicable to the project, including building codes and permitting regulations existing at the time this Agreement was executed and those regarding employee safety, the work place environment, and employment eligibility verifications as required by the Immigration and Naturalization Service. Consultant shall obtain all professional licenses and permits required to complete the scope of work as defined. 5. Records and other Tangibles Until the expiration of six years after the term of this Agreement, Consultant agrees to maintain accurate records of all work done in providing services specified by the Agreement and to deliver such records to the Port upon termination of the Agreement or otherwise as requested by the Port. 6. Ownership of Work The services to be performed by Consultant shall be deemed instruments of service for purposes of the copyright laws of the United States. The Port has ownership rights to the plans, specifications, and other products prepared by the Consultant. Consultant shall not be responsible for changes made in the models, programs, reports or other products by anyone other than the Consultant. Consultant shall have free right to retain, copy and use any tangible materials or information produced but only for its own internal purposes. Use of models, programs, reports or other products prepared under this Agreement for promotional purposes shall require the Port s prior consent. 7. Disclosure All information developed by the Consultant and all information made available to the Consultant by the Port, and all analyses or opinions reached by the Consultant shall be confidential and shall not be disclosed by the Consultant without the written consent of the Port. DOC

17 Contract No. XXXXXX Page 4 of 8 Project No./GL Account No. XXXXX Date 8. Compensation As full compensation for the performance of its obligations of this Agreement and the services to be provided, the Port shall pay Consultant as specified in the Agreement. Compensation for vehicle usage will be paid at the current Internal Revenue Service allowable mileage reimbursement rate. Consultant s expenses will be reimbursed at cost, subject to attached guidelines, with the exception of all third party costs which will be reimbursed at cost plus the negotiated percentage markup. 9. Payment Schedule Consultant shall submit detailed numbered invoices showing description of work items being invoiced, work order number, title of project, total authorized, total current invoice, balance of authorization, individual s names and titles, hours, hourly rate and all authorized expenses itemized, with backup, in accordance with the Port s Guidelines for Consultant Fees and Reimbursable Items, by the 10 th of the month to be paid by the end of the current month, unless other terms are agreed to by the parties. 10. Costs and Disbursements Consultant shall pay all costs and disbursements required for the performance of its services under this Agreement. 11. Insurance - Assumption of Risk a) As a further consideration in determining compensation amounts, the Consultant shall procure and maintain, during the life of this Agreement, such commercial general and automobile liability insurance as shall protect Consultant and any subconsultants performing work under this Agreement from claims for damages from bodily injury, including death, resulting there from as well as from claims for property damage which may arise under this Agreement, whether arising from operations conducted by the Consultant, any subconsultants, or anyone directly or indirectly employed by either of them. b) With respect to claims other than professional liability claims, Consultant and its subconsultants agree to defend, indemnify and hold harmless the Port of Tacoma, its appointed and elective officers and its employees from and against any and all suits, claims, actions, losses, costs, penalties and damages of whatever kind and nature, including attorney fees and costs by reason of any and all claims and demands on it, its officers and employees, arising from the negligent acts, errors or omissions by the Consultant in the performance of the Consultant s professional services. c) With respect to professional liability claims only, Consultant and its subconsultants agree to indemnify and hold harmless the Port of Tacoma, its appointed and elective officers and its employees from and against any and all suits, claims, actions, losses, costs, penalties and damages of whatever kind and nature, including attorney fees and costs by reason of any and all claims and demands on it, its officers and employees, arising from the negligent acts, errors or omissions by the Consultant in the performance of the Consultant s professional services. DOC

18 Contract No. XXXXXX Page 5 of 8 Project No./GL Account No. XXXXX Date 12. Standard of Care Consultant shall perform its work to conform to generally accepted professional standards. Consultant shall, without additional compensation, correct or revise any errors or omissions in such work. 13. Time Time is of the essence in the performance by the Consultant of the services required by this Agreement. 14. Assignability Consultant shall not assign any interest in this Agreement and shall not transfer any interest in the Agreement to any party without prior written consent of the Port. 15. Term of this Agreement The effective dates of this Agreement are as specified. This Agreement may be terminated by the Port for cause when the Port deems continuation to be detrimental to its interests or for failure of the consultant to perform the services specified in the Agreement. The Port may terminate this Agreement at any time for government convenience in which case it shall provide notice to the Consultant and reimburse the Consultant for its costs and fees incurred prior to the notice of termination. 16. Disputes If a dispute arises relating to this Agreement and cannot be settled through direct discussions, the parties agree to endeavor to settle the dispute through a mediation firm acceptable to both parties, the cost of which shall be divided equally. The Port reserves the right to join any dispute under this Agreement with any other claim in litigation or other dispute resolution forum, and the Consultant agrees to such joinder, so that all disputes related to the project may be consolidated and resolved in one forum. Venue for any litigation shall be the Pierce County Superior Court of the state of Washington and the prevailing party shall be entitled to recover its costs and reasonable attorney s fees. 17. Extent of Agreement This Agreement represents the entire and integrated understanding between the Port and Consultant and may be amended only by written instrument signed by both the Port and Consultant. DOC

19 Contract No. XXXXXX Page 6 of 8 Project No./GL Account No. XXXXX Date Port of Tacoma Guidelines for Consultant Fees and Reimbursable Items General Considerations These guidelines are intended to assist consultants in developing fee proposals; exceptions may be appropriate for the particular scope of work and should be specifically negotiated. Rates and multipliers will remain in effect for the contract term unless renegotiated and agreed to by both parties in a written change order. No overtime rates of pay will be paid. Hourly Rates And Expenses The Port expects that the proposed hourly rates or multiplier of hourly rates include all routine overhead and internal expenses of the consultant. Inclusion of expenses in the hourly rate or multiplier reduces the amount of backup documentation required to support each invoice and expedites payment. The Port expects that the proposed hourly rate includes the equipment, tools, software and supplies required to perform the work. Hourly rates should be identified for all classifications anticipated to be itemized on the consultant s invoice. Reimbursables The Port will reimburse the following expenses at cost (when appropriate backup is provided): 1. Printing of review and final sets of deliverables; all deliverables shall also be provided on formatted disk at no additional charge. 3. Film development 4. Mileage at current IRS rate 5. Long distance telephone charges 6. Computer disks Project field supplies consumed in the work will be reimbursed at cost plus negotiated markup. Unless specifically negotiated, the Port will not separately reimburse the firm for routine overhead and internal expenses, including: 1. Computer software or hardware usage 2. Graphics supplies or plotter use 3. Digital camera or batteries usage 4. Communications (except long distance) including: Cell phone rental; Fax transmissions; and routine postage or courier. 5. Routine reproduction or copying, except for deliverables (see reimbursables) Lab Samples and Analysis The unit price should include analytical costs. Sampling should be scheduled to ensure that results are received when required at normal turnaround rates. 24- hour or rush turnaround rates will be paid only when specifically requested by the Port. Lab services provided by a third party will be reimbursed at cost plus negotiated markup. 2. Postage/shipping cost for deliverables DOC

20 Contract No. XXXXXX Page 7 of 8 Master Identification No./GL Account No. XXXXX Date Subcontracted Services When specifically negotiated with the Port, subcontracted services will be reimbursed at cost plus negotiated markup. Invoice Format Guidelines Invoices must be numbered in a format that shows the firm s unique sequential numbering system for invoicing. Invoices should show description of work items being invoiced, work order number, Contract number, title of project, total authorized, total current invoice, balance of contract, individual s names and titles, hours at hourly rate, authorized expenses itemized with backup. When applicable, the invoice must show the percentage completion of each task within the scope of work. Payment will not exceed the percentage of work completed. DOC

21 Contract No. XXXXXX Page 8 of 8 Master Identification No./GL Account No. XXXXX Date Attachment A Personnel HOURLY RATES Consultant Project Name PSA No. XXXXXX / Project No./GL Account No. XXXXXX Hourly Rates Sr. Consultant 2 $ Sr. Consultant 1 $ Consultant 2 $ Consultant 1 $ Project 2 $ Reimbursable Outside Lab services Subconsultants Mileage (all Vehicles) Cost + Negotiated Markup Cost + Negotiated Markup Paid at the current IRS allowable mileage reimbursement rate All other fees will be paid per the Port of Tacoma Terms & Conditions and Guidelines for Consultant Fees and Reimbursable Items. Additional personnel are not authorized without prior written approval from the Port s Project and Contract Managers. DOC

22 ATTACHMENT C CURRENT ENVIRONMENT DYNAMICS GP 10 Profile: Users: Financials Series modules: Financial, Sales, SOP, Purchasing, Fixed Assets (moderate use) Project Series module (moderate use) concurrent users Current Licenses: BRL Advanced Management Foundation Pack Users 1 Management Reporter Designer User (Named User) Users 46 FRx Designer User Users 42 Light User Users 1 Additional BRL Advanced Management Users Users 37 Light User (Named User) - Starter Pack Conversion Users 114 Reporting: Report Writer, SRS, Smartlists and FRx System Add-Ins: Rockton Smartfill Rockton Toolbox eone Smartview Mekorma MICR Modified Functionality: Forms Printer Installed but not utilized in Dynamics GP 10. Intend to use after upgrade Modified Report Writer Forms and Reports approx. 25 Fixed Asset General Information window Fixed Assets Projects Custom code Project Business Driver Setup Custom code Project Maintenance window Custom Library code PA Information Project Closing Entries Custom code PA Business Drivers Custom code PA Fixed Asset Preparation Custom code PA Fund Tracking History Custom code Project Combined History Utility Custom code Sales Use Tax Custom code Receiving Use Tax Custom code Request for Proposals Page 1 of 2 MICROSOFT DYNAMICS GP UPGRADE AND SUPPORT SERVICES

23 Interfaces and Import Routines: econnect and Integration Manager Financial Batch Entry window Copy/Paste with Funds Import Custom Library code Project Maintenance window o PA Information - Project Closing Entries Import Custom code o PA Budget Import Custom Library code Misc. Log Integration Custom Library code Sales Batch Entry Maximo Rental Invoices to SOP o Maximo Integration Custom Library code FMS Invoices to Receivables Integration Manager o FMS Daily Invoices Project Accounting Time Sheet Hours Upload Integration Manager Fixed Asset Upload Integration Manager o aafixed Assets-General o aafixed Assets-UserData o aafixed Assets-Book Current Dynamics GP 10 Server/Storage Infrastructure: Test and Production environments in separate Domains: Production Application Server Physical, Windows 2008 Production Database Server Windows 2008, Microsoft SQL 2008 R2 Test Application Server Physical, Windows 2008 Test Database Server Windows 2008, Microsoft SQL 2008 R2 Proposed Dynamics GP 2013 Server/Storage Infrastructure (will be implemented and provided by Port of Tacoma): Test and Production environments in separate Domains: Production Application Server Virtual Server, Windows Server 2008 R2 Hyper-V 64-bit Production Database Server Physical Server, Microsoft Windows Server 2008 R2 64-bit Ent. Microsoft SQL Server 2012 Enterprise Edition, on redundant cluster Test Application Server Virtual Server, Windows Server 2008 R2 Hyper-V 64-bit Test Database Server Physical Server, Microsoft Windows Server 2008 R2 64-bit Ent. Microsoft SQL Server 2012 Enterprise Edition, on redundant cluster

24 ATTACHMENT D PROPOSER QUESTION TEMPLATE INSTRUCTIONS TO THE PROPOSER: PLEASE DO NOT IDENTIFY YOUR NAME OR YOUR COMPANY S NAME OR PRODUCT NAMES OF INTELLECTUAL PROPERTY IN YOUR QUESTIONS. ADD ROWS BY HITTING THE TAB KEY WHILE WITHIN THE TABLE AND WITHIN THE FINAL ROW. The following instructions must be followed when submitting questions using the question format on the following page. 1. DO NOT CHANGE THE FORMAT OR FONT. Do not bold your questions or change the color of the font. 2. Enter the RFP section number that the question is for in the RFP Section field (column 2). If the question is a general question not related to a specific RFP section, enter General in column 2. If the question is in regards to a Term and Condition or a Special Term and Condition, state the clause number in column 2. If the question is in regard to an attachment, enter the attachment identifier (example Attachment A ) in the RFP Section (column 2), and the attachment page number in the RFP page field (column 3). 3. Do not enter text in column 5 (Response). This is for the Port s use only. 4. Once completed, this form is to be ed per the instructions in the RFP. The subject line is to state the RFP number followed by Questions. RFP MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES

25 RFP MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES Question RFP Section RFP Page Question Response RFP MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES

26 ATTACHMENT E REFERENCE QUESTIONNAIRE INSTRUCTIONS TO THE PROPOSER: Proposers are allowed three (3) completed reference questionnaires. The completed references questionnaires must be from individuals, companies, or agencies with knowledge of the offerer s experience that is similar in nature to the products or services being requested by this RFP, and are within the last five (5) years from the date this RFP was posted. References not received prior to the RFP Closing Date and time will receive a score of 0 for that reference. References outside the three (3) and references determined to be not of a similar nature to the products or services requested by this RFP will also receive a score of zero (0) points. Determination of similar will be made by using the information provided by the reference in Section II of the Reference Questionnaire, General Information and any additional information provided by the reference. If more than three (3) qualifying references are received, the first three (3) fully completed references received will be used for evaluation purposes. References will be averaged. 1. Proposers must complete the following information on page 2 of the Reference s Response To document before sending it to the Reference for response. a. Print the name of your reference (company/organization) on the REFERENCE NAME line. b. Print the name of your company/organization on the PROPOSER NAME line. c. Enter the RFP Closing date and time in Instruction 5 (see the INSTRUCTIONS block.) 2. Send the Reference s Response To document to your references to complete. NOTE: It is the proposer s responsibility to follow up with their references to ensure timely receipt of all questionnaires. Proposers may the RFP Lead prior to the RFP closing date to verify receipt of references. RFP MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES

27 REFERENCE QUESTIONNAIRE REFERENCE S RESPONSE TO: RFP Number: RFP Title: MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES REFERENCE NAME (Company/Organization): PROPOSER (Vendor) NAME (Company/Organization): has submitted a proposal to the Port of Tacoma, to provide the following services: Microsoft Dynamics GP Upgrade & Support Services. We ve chosen you as one of our references. INSTRUCTIONS 1. Complete Section I. RATING using the Rating Scale provided. 2. Complete Section II. GENERAL INFORMATION (This section is for information only and will not be scored.) 3. Complete Section III. ACKNOWLEDGEMENT by manually signing and dating the document. (Reference documents must include an actual signature.) 4. THIS PAGE and your completed reference document, SECTIONS I through III to: RFP Lead: Heather Shadko procurement@portoftacoma.com 5. This completed document MUST be received no later than Monday, March 81 th, 2013 at 2:00p.m. (Pacific Time). Reference documents received after this time will not be considered. References received without an actual signature will not be accepted. 6. DO NOT return this document to the Proposer (Vendor). 7. In addition to this document, the State may contact references by phone for further clarification if necessary. RFP MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES

28 Section I. RATING Using the Rating Scale provided below, rate the following numbered items by circling the appropriate number for each item: Category Rating Scale Score Poor or Inadequate Performance 0 Below Average 1 3 Average 4 6 Above Average 7-9 Excellent 10 Circle ONE number for each of the following numbered items: 1. Rate the overall quality of the vendor s services: Rate the response time of this vendor: Rate how well the agreed upon, planned schedule was consistently met and deliverables provided on time. (This pertains to delays under the control of the vendor): Rate the overall customer service and timeliness in responding to customer service inquiries, issues and resolutions: Rate the knowledge of the vendor s assigned staff and their ability to accomplish duties as contracted: Rate the accuracy and timeliness of the vendor s billing and/or invoices: RFP MICROSOFT DYNAMICS GP UPGRADE & SUPPORT SERVICES