TEMPLATE B – PROPOSER EXPERIENCE

In this section, the Proposer must include details of its experience.

1Proposer Company Profile

Instructions: The Executive Summary may be submitted separate from the template.

1.1Executive Summary

The Proposer shall submit a one (1) tofive (5) page executive summary intended to provide the City with a brief history of the Proposer, including how it is organized, and how its products, services, and resources will be used to meet the City’s needs.

The Proposer shall describe its vision of how it sees itself in the marketplace with a five-year outlook,including:

  1. A statement of strategic direction
  2. Plans, with time frames included, enhancing your service offerings and to what degree will these enhancements impact customers
  3. Vision for the product or product roadmap for the next two to five years
  4. Customer role in development of the product

2Company Experience

Instructions: Provide all relevant information regarding the general profile of the Proposer. Written essay responses within the Reference sections must be under 500 words. Existing business relationships with the City must be described within a page.

2.1References

The Proposer shall submit detailed information on its references in the template below.References may be contacted to verify that the Proposerhas experience in design, development, and implementation of public-sector solutions similar in size, complexity, and scope to this procurement per the minimum qualifications table in Template A. References must be the same as the references provided in Template A.

Reference #1

Customer Information
Customer Organization: / Customer Contact Name:
Customer Phone:
Customer Address: / Customer email:
Project Information
Total Proposer Staff:
Project Description (Provide sufficient size, complexity, and scope details to demonstrate that this Qualification Item is met):
Proposer’s Involvement:
Project Benefits to the business. Please include any project outcomes that illustrate the benefit:
Unanticipated challenges and mitigations; lessons learned:
Start & Completion DatesFrom: / To:
If the Proposer performed the work as a Subcontractor, the Proposer must describe the scope of subcontracted activities:
Reference Confirmation from Template A – Minimum Qualifications
  1. Provided a solution for a US based client with 250,000 properties and/or records processed simultaneously
/ Yes  / No 
  1. Performed data migration and conversion services.
/ Yes / No
  1. Implemented a Property Tax/revenue system with at least one complete module of functionality in a production environment.
/ Yes / No
  1. Software product in production for two (2) full fiscal year cycles.
/ Yes / No
  1. Software experience in public-sector
/ Yes / No

Reference #2

Customer Information
Customer Organization: / Customer Contact Name:
Customer Phone:
Customer Address: / Customer email:
Project Information
Total Proposer Staff:
Project Description (Provide sufficient size, complexity, and scope details to demonstrate that this Qualification Item is met):
Proposer’s Involvement:
Project Benefits to the business. Please include any project outcomes that illustrate the benefit:
Unanticipated challenges and mitigations; lessons learned:
Start & Completion DatesFrom: / To:
If the Proposer performed the work as a Subcontractor, the Proposer must describe the scope of subcontracted activities:
Reference Confirmation from Template A – Minimum Qualifications
  1. Provided a solution for a US based client with 250,000 properties and/or records processed simultaneously
/ Yes  / No 
  1. Performed data migration and conversion services.
/ Yes / No
  1. Implemented a Property Tax/revenue system with at least one complete module of functionality in a production environment.
/ Yes / No
  1. Software product in production for two (2) full fiscal year cycles.
/ Yes / No
  1. Software experience in public-sector
/ Yes / No

Reference #3

Customer Information
Customer Organization: / Customer Contact Name:
Customer Phone:
Customer Address: / Customer email:
Project Information
Total Proposer Staff:
Project Description (Provide sufficient size, complexity, and scope details to demonstrate that this Qualification Item is met):
Proposer’s Involvement:
Project Benefits to the business. Please include any project outcomes that illustrate the benefit:
Unanticipated challenges and mitigations; lessons learned:
Start & Completion DatesFrom: / To:
If the Proposer performed the work as a Subcontractor, the Proposer must describe the scope of subcontracted activities:
Reference Confirmation from Template A – Minimum Qualifications
  1. Provided a solution for a US based client with 250,000 properties and/or records processed simultaneously
/ Yes  / No 
  1. Performed data migration and conversion services.
/ Yes / No
  1. Implemented a Property Tax/revenue system with at least one complete module of functionality in a production environment.
/ Yes / No
  1. Software product in production for two (2) full fiscal year cycles.
/ Yes / No
  1. Software experience in public-sector
/ Yes / No

Reference #4

Customer Information
Customer Organization: / Customer Contact Name:
Customer Phone:
Customer Address: / Customer email:
Project Information
Total Proposer Staff:
Project Description (Provide sufficient size, complexity, and scope details to demonstrate that this Qualification Item is met):
Proposer’s Involvement:
Project Benefits to the business. Please include any project outcomes that illustrate the benefit:
Unanticipated challenges and mitigations; lessons learned:
Start & Completion DatesFrom: / To:
If the Proposer performed the work as a Subcontractor, the Proposer must describe the scope of subcontracted activities:
Reference Confirmation from Template A – Minimum Qualifications
  1. Provided a solution for a US based client with 250,000 properties and/or records processed simultaneously
/ Yes  / No 
  1. Performed data migration and conversion services.
/ Yes / No
  1. Implemented a Property Tax/revenue system with at least one complete module of functionality in a production environment.
/ Yes / No
  1. Software product in production for two (2) full fiscal year cycles.
/ Yes / No
  1. Software experience in public-sector
/ Yes / No

Reference #5

Customer Information
Customer Organization: / Customer Contact Name:
Customer Phone:
Customer Address: / Customer email:
Project Information
Total Proposer Staff:
Project Description (Provide sufficient size, complexity, and scope details to demonstrate that this Qualification Item is met):
Proposer’s Involvement:
Project Benefits to the business. Please include any project outcomes that illustrate the benefit:
Unanticipated challenges and mitigations; lessons learned:
Start & Completion DatesFrom: / To:
If the Proposer performed the work as a Subcontractor, the Proposer must describe the scope of subcontracted activities:
Reference Confirmation from Template A – Minimum Qualifications
  1. Provided a solution for a US based client with 250,000 properties and/or records processed simultaneously
/ Yes  / No 
  1. Performed data migration and conversion services.
/ Yes / No
  1. Implemented a Property Tax/revenue system with at least one complete module of functionality in a production environment.
/ Yes / No
  1. Software product in production for two (2) full fiscal year cycles.
/ Yes / No
  1. Software experience in public-sector
/ Yes / No

2.2Existing Business Relationships with the City

The Proposer shall describe any existing or recent business relationships (within the last five (5) years) that the Proposer or any of its affiliates or proposed Subcontractors has with City departments and divisions. Please include if the Proposer has (active or ended) contracts with the City.

3Staff Experience

3.1Staff Experience

Instructions: Provide a list of proposed personnel identifying each key person on the project team including the role each will play in the project. Provide a description of the experience and qualifications of the project team members, including brief resumes and the role each played on previously referenced projects listed in Section 2 above. Proposers shall provide a summary of each key member’s high-level responsibilities.

Name / Role / Years of Experience / Years with Company

3.2Project Organization and Staffing Chart for this project

Instructions: Proposers must provide a proposed organization chart showing both the Proposer staff. The organization chart must include all key Proposer personnel.

3.3Project Team’s Approach to Collaborating with other City Contractors

Instructions: Describe the proposed approach and procedures regarding collaborating and working in partnership with the other City contractors supporting the System project (e.g., Vendors of source systems, or possibly other System functionality implementers). Proposers should expect to be working on coordinated work streams with inter-vendor dependencies throughout the engagement, and all Proposers will be expected to contribute to project and program-level management of planning, risk mitigation, and reporting.

4Subcontractor Company Profile

4.1Subcontractor Organization Overview

If the Proposal includes the use of Subcontractor(s), the Proposer shall provide information regarding the profile for EACH Subcontractor:

Please indicate which company(s) profile(s) is specific to the proposal’s LBE requirement.

Subcontractor Name
Mailing Address
Phone
Email address
Number of employees
Services to be provided
Experience of Subcontractor in performing the services to be provided
Brief description and number of projects that Proposer has partnered with this Subcontractor
Locations where work to be performed
LBE / Yes ☐ / No ☐

4.2Staff Experience of Subcontractor

Provide a list of proposed subcontractor personnel identifying each key person on the project team including the role each will play in the project. Proposersshall provide a summary of each key subcontractor’s member’s high-level responsibilities.

4.3Subcontractor Project Organization and Staffing Chart

Instructions:Proposersmust provide a proposed organization chart showing the Subcontractor staff. The organization chart must include all key Subcontractor personnel.

Property TaxSolution

RFP# TTX2017-09

Template B – Proposer Experience

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