RefineMFEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
City of La Quinta, California
FEMA Project Administration Services
Prepared On May 14, 2020
Prepared By Phillip George, Project Manager
Phone (417) 763-6762
Email Trainings@RefineM.com
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
1. Statement of Qualifications
1.1. RefineM is based in Springfield, Missouri and has delivered consulting and training
across the United States and worldwide. RefineM’s mission is to help organizations turn
their project management capability into a competitive advantage. Learn more at
https://www.RefineM.com.
1.2. RefineM has experience working with several government agencies such as a) the
Golden Gate Bridge, Highway and Transportation District, b) State of Delaware’s
Department of Natural Resources and Environmental Control (DNREC), c) State of
Massachusetts Operational Services Division (OSD) d) U.S. Air Force Business
Enterprise Systems HIO, e) Hennepin County (Minnesota) IT Project Management
Office, and f) Tetra Tech / USAID.
1.3. Although RefineM is a small organization, we use our size to our clients’ advantage to
deliver maximum value. Clients receive customized one-on-one attention that helps
them not only overcome current challenges but position themselves to proactively
address future issues.
1.4. DUNS Code: 060738862
1.5. CAGE Code: 7MC10
1.6. NAICS codes: 541511: Customer Computer Programming Services, 541519: Other
Computer-Related Services, 541611: Administrative Management and General
Management Consulting Services, 541614: Process, Physical Distribution, and
Logistics Consulting Services, 611420: Computer Training, and 611430: Professional
and Management Development Training.
2. Project Team Members
2.1. Senior Project Manager/Enterprise Agile Coach: NK Shrivastava, MBA, PMP, PMI-
RMP, PMI-ACP, CSP, SPC4 is CEO / is a Senior Project Manager and Enterprise Agile
Coach at RefineM and a business-savvy management consultant with over 30 years of
experience in leading software development projects including Web and non-Web
applications, project management, process improvements, strategy development and
Agile.
2.2. Scrum Master/Project Manager: Phillip George, CSM, is an experienced Scrum Master
and project manager who has over 4 years of experience managing projects in Agile
and Waterfall methodology for various clients. He also has over 6 years of experience in
developing and maintaining websites using different technologies including WordPress.
2.3. RefineM will plan to hire additional staff as needed to meet requirements of specific
projects.
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
3. Project Approach
RefineM will plan to use Zoom videoconferencing to conduct meetings, including planning
meetings and regular status meetings. RefineM will carry out each of the following tasks
within City of La Quinta’s Scope of Services:
3.1. Initiation and Planning: Project formulation, project development including large/small
project differentiation, and project submittals. Two weeks of planning meetings to
develop scope, schedule, budget, risks, and stakeholder expectations for carrying out
the work.
Deliverables: Project size definitions, formulations, and project plan including schedule
and budget
3.2. Execution and Monitoring/Control: Assisting City of La Quinta in developing list of
disaster repairs, reporting costs/damages, coordinating and managing deliverables,
assisting in insurance claim adjustment and applicant briefings, interviewing employees,
and tracking hours and donations.
Deliverables: Weekly status reports and monthly status update with stakeholders
3.3. Closeout: Presentation of project results and formal closeout activities.
Deliverables: Final project presentation and project formally closed
4. Cost
Senior PM PM Total Senior PM PM Total
$175 $125
Initiation / Planning 2 24 64 88 4,200.00$ 8,000.00$ 12,200.00$
Execution and
Monitoring/Control
20 80 480 560 14,000.00$ 60,000.00$ 74,000.00$
Closeout 2 4 32 36 700.00$ 4,000.00$ 4,700.00$
Totals 108 576 684 $18,900.00 $72,000.00 $90,900.00
Project Management
Activity
Weeks RefineM Team Hours Fee
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
5. References
5.1. Malini Brown
5.1.1. Company: Golden Gate Bridge, Highway and Transportation District
5.1.2. Title: Senior Project Manager, Information Systems
5.1.3. Phone: (415) 923-2366
5.1.4. Email: MABrown@Goldengate.org
5.1.5. Work performed: Managing a project to upgrade document management system
and digitize paper files using Agile approach. Providing ongoing project
management support for large, complex, multi-year projects under contract.
5.2. Anthony Willis
5.2.1. Company: Multi-Craft Contractors
5.2.2. Title: Director of Recruiting / Retention / Employee Development
5.2.3. Phone: (417) 351-3514
5.2.4. Email: AWillis@multi-craft.net
5.2.5. Work performed: Development of Project Management Framework and Training
for Divisional Managers, Foremen, Project Managers, and Team Members on
Project Management Fundamentals and new process.
5.3. Shirley Cron
5.3.1. Company: American National Insurance
5.3.2. Title: AVP, Software Development
5.3.3. Phone: (417) 887-4990 ext. 2268
5.3.4. Email: Shirley.Cron@AmericanNational.com
5.3.5. Work performed: IT strategic planning, project management, training, and
software development services since 2011.
5.4. Gary Blackard
5.4.1. Company: Adult and Teen Challenge USA
5.4.2. Title: President
5.4.3. Phone: (417) 581-2181 ext. 206
5.4.4. Email: GaryB@teenchallengeusa.org
5.4.5. Work performed: Cybersecurity Implementation project and coding support
(using CodeIgniter) for Adult and Teen Challenge USA.
5.5. Rachel Stokes
5.5.1. Company: Enactus United States
5.5.2. Title: VP Operations and MarCom
5.5.3. Phone Number: (417) 575-3556
5.5.4. Email: RMobley@Enactus.org
5.5.5. Work performed: Development of project plans and master portfolio for over 40
social entrepreneurship-related projects using Microsoft Project. Delivery of
website needs assessment following a series of technical and marketing
interviews with stakeholders inside and outside the organization.
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
6. Experience
6.1. Golden Gate Bridge, Highway and Transportation District – San Rafael, CA-
August 2018-present – http://www.goldengate.org – Providing Agile project planning
and execution for a project to digitize paper documents and finalize future business
processes to reduce paper documents.
6.2. US Air Force Business Enterprise Systems HIO – Gunter Annex (Montgomery, AL)
and Wright-Patterson AFB (Dayton, OH) – 2017-present – https://www.af.mil - Providing
Agile Fundamentals training since 2017.
6.3. Commonwealth of Massachusetts – Boston, MA – February 2017-present
https://www.mass.gov/ – Delivering Certified Scrum Master (CSM) training sessions and
Product Owner training to Commonwealth of Massachusetts government agencies
since 2017.
6.4. Legal Services Corporation – Washington, DC – April 2018 – https://lsc.gov –
Providing Project Management Fundamentals training over 2 days.
6.5. Multi-Craft Contractors – Springdale, AR and Springfield, MO – April 2018-present –
https://www.multi-craft.net – Developing Project Management Framework and delivering
multiple days of training to several batches of Divisional managers, foremen, and crew
members.
6.6. Adult and Teen Challenge USA – Ozark, MO – March-July 2015 –
https://teenchallengeusa.org – Providing coding support using CodeIgniter and project
management support to implement cybersecurity initiatives.
6.7. ICU Medical – San Clemente, CA – March 2019-present - www.icumed.com –
Delivering Agile training on-site and in Chennai since 2019.
6.8. Bristol-Myers Squibb – Lawrence Township, NJ – October 2016-present –
https://bms.org – Providing Project Management and Agile training modules on-site and
over the Web.
6.9. American National Insurance – Springfield, MO and others – December 2011-present
http://www.AmericanNational.com – Providing ongoing software development support.
Improved the process of gathering requirements for internal projects. Developed and
implemented new and refined processes in quality control, project selection and
prioritization, and user acceptance testing. Software development process improvement
to integrate traditional project management (Waterfall) and Agile teams working on a
large custom project. Process improvement with Agile practices on a Customer
Relationship Management (CRM) development project.
6.10. Pfizer – Groton, CT - January-July 2017 – https://pfizer.com – Provided Microsoft
Project and Agile Fundamentals training.
6.11. Evangel University – Springfield, MO – 2015 - www.evangel.edu – Implementing new
Enterprise Resource Portal (ERP) system using Agile methodology, and training
project managers to continue to lead the project.
6.12. Enactus United States – Springfield, MO – June 2015-July 2017 –
https://enactusunitedstates.org - Development of project plans and master portfolio for
over 40 social entrepreneurship-related projects using Microsoft Project. Delivery of
website needs assessment following a series of technical and marketing interviews
with stakeholders inside and outside the organization.
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
7. Terms and Conditions
7.1. City of La Quinta team members will perform all field work mentioned in the RFP.
RefineM’s project managers will gather information from them and update the project
documents.
7.2. City of La Quinta team members will use a system to log and track hours. RefineM’s
project manager will need access to generate a report from that system.
7.3. No on-site travel will take place as part of this engagement.
7.4. The hourly rates mentioned in Section 4, Cost are all-inclusive of direct labor rate,
indirect costs, and profit margin.
7.5. RefineM is assuming a project duration of 5.5 months with a start date of June 29, 2020
and an end date of December 18, 2020. RefineM is open to reduce or extend the
project duration based on City of La Quinta needs.
7.6. If the project duration is reduced, RefineM will invoice for only the actual hours spent up
to the reduced completion date.
7.7. If the project is extended, RefineM will be available based on the same hourly rate as
detailed in Section 4, Cost.
7.8. RefineM will invoice every 30 days for work performed in the 30-day period based on
the actual hours spent.
7.9. RefineM will perform work remotely and will facilitate meetings using Zoom
videoconference unless otherwise mutually agreed upon.
7.10. City of La Quinta will provide any site access or software needed for RefineM to
perform the work.
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
Appendix A. Certification Regarding Lobbying
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
Appendix B. Project Manager Resumes
NARENDRA (NK) SHRIVASTAVA, PMP, RMP, ACP, CSP, SPC4
RefineM LLC, 405 N. Jefferson, Suite 1013 +1-417-763-6762
Springfield, MO, 65806, USA Trainings@RefineM.com
SENIOR IT CONSULTANT / PROJECT MANAGER / CONSULTANT / TRAINER / INSTRUCTOR
PROJECT MANAGEMENT • PROCESS IMPROVEMENT • AGILE • STRATEGY / LEADERSHIP
Accomplished consultant with over 25 years of experience in the IT and other industries. Experienced
instructor/trainer, specializing in customized course design, development of training materials and
delivering training. Designer of more than two dozen courses on project management and Agile, including
PMI approved Project Management Professional (PMP) and Agile Certified Practitioner (PMI-ACP) exam
prep courses.
Customized and Public Course Design • Training Delivery • PMI Certification Test Prep • Mentoring
• Coaching • Project Management • Project Risk Management • EVM • Project Recovery • Agile
CERTIFICATIONS
• PMP/Project Management Professional – Awarded in July 1999, active through July 2018.
• PMI-RMP/Project Risk Management Professional – Awarded February 2011, active through
February 2017.
• PMI-ACP/Agile Certified Practitioner – Awarded in July 2012, active through July 2018.
• CSM/Certified Scrum Master – Awarded in September 2014.
• CSP/ Certified Scrum Professional – Awarded in September 2016.
• SPC4/ Scaled Agile Framework (SAFe4.0) Program Consultant – Awarded in May 2016.
KEY TRAINING TOPICS
The instructor has delivered on these topics for more than 10 years, using his professional expertise
to bring examples from real life that enrich the training.
• Certification Preparation Training
1. PMP Exam Prep
2. PMI-ACP Exam Prep
3. PMI-RMP Exam Prep
4. SAFe Agilist (SA) Certification Training
• Project Management
1. Project Management Fundamentals
2. Project Risk Management
3. A Model to Develop and Use Risk Contingency Reserve
4. Project Estimation & Planning
5. Earned Value Management
6. Essential Gear for Project Managers
7. Tips and Tricks for Improving Stakeholder Engagement
8. Over 40 additional courses
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
• Agile/Scrum
1. Agile Fundamentals/Agile 101
2. First Steps Toward Agility
3. Agile Planning and Estimation
4. Role of a Product Owner in Driving Agile Projects
5. Role of a Scrum Master in Leading Agile Projects
6. All About User Stories
7. Top 5 Challenges in Agile
8. Scaling Agile Using SAFe
9. A Model to Integrate Waterfall and Agile for Large Enterprises
• Strategy and Leadership
1. Leadership Skills for Project Managers
2. Lean/Agile Process Improvement Workshop
3. Strategic Management Process (Norton & Kaplan)
4. Balanced Scorecard (Norton & Kaplan)
5. Leadership & Management
6. Six Leadership Styles
PROFESSIONAL EXPERIENCE
The following is a summary of professional experience from the last 10 years:
CEO/Agile Coach, RefineM, Nixa, MO, USA, Dec 2011 – Present
Project Management Consultant, Agile Coach and Instructor providing services in project management
contracting/consulting, project recovery, project review/audit, process improvement, customer
relationship management and training/mentoring/coaching.
• Ongoing Agile coaching engagement with IBM.
• Delivered several trainings and workshops on Project Management Certifications (such as CAPM
and PMP), Project Management and Agile topics.
• Contracted to work at ANPAC, a billion-dollar property & casualty insurance company in the
Midwest, to implement project risk management and earned value management processes, design
and implement management dashboards, process improvement strategies and
mentoring/coaching project managers in their PMO (Project Management Office).
Vice President, FARRAGUT SYSTEMS (FORMERLY IIS, INC.), Durham, NC, USA, 2004 – Nov 2011
• As a senior executive, served on the management team to develop strategic plans for the company
and lead several initiatives to deliver on strategy. Championed proje ct management, business
development, financial management, process improvement, quality assurance and client relations
activities on behalf of this North Carolina-based software design and services company.
Additionally, oversaw a team of 25 employees in delivery of IT projects and consultative services.
Other professional experience includes working in multiple organizations
FEMA Project Administration Services - City of La Quinta, CA
https://www.RefineM.com 417-763-6762 Contact@RefineM.com
PHILLIP GEORGE, CSM
RefineM LLC, 405 N. Jefferson, Suite 1013 +1-417-763-6762
Springfield, MO, 65806, USA Trainings@RefineM.com
PROJECT MANAGER / SCRUM MASTER / BUSINESS ANALYST / TRAINING DEVELOPER
Project management practitioner with over 6 years of experience in project management in
information technology, non-profit, and Agile contexts.
PROFESSIONAL EXPERIENCE
Project Manager / Business Analyst, RefineM, September 2013 – present
Manage projects and consulting engagements and help gather and refine requirements.
PROJECT EXPERIENCE
Golden Gate Bridge, Highway and Transportation District – August 2018 – present
• Leading and monitoring project work in an Agile context.
• Participating in quarterly reviews/workshops to incorporate stakeholder feedback and refine
requirements.
Classy Llama Studios, LLC - May 2017 – November 2017
• Assessed Agile implementation and recommended improvements.
• Participated in regular PMO status meetings.
Enactus United States - June 2015 – July 2017
• Developed project plans for over 40 projects with input from leadership team.
• Monitored and reported project progress weekly and monthly.
Teen Challenge USA - March 2015 - July 2015
• Managed projects with a vendor to diagnose cybersecurity issues and implement solutions
to help a local nonprofit organization attain compliance.
American National Insurance - September 2013-December 2015
• Attended regular project meetings, performed initiation, planning, monitoring, controlling,
and closing tasks for two software projects.
• Supported development of and transition to a new testing process.
EDUCATION / CERTIFICATIONS
• Certified Scrum Master, Scrum Alliance, obtained April 2019.
• M.S. Project Management, Missouri State University, Springfield, MO, 2013
• M.A. Writing, Missouri State University, Springfield, MO, 2010
• B.A. English, Missouri State University, Springfield, MO, 200 7