Truepoint SolutionsTrƵePoint SolƵƟons Proposal
City of La Quinta
Request for Proposals for
Fully Integrated Permitting and Business
Licensing Software Services
Submitted by:
3262 Penryn Rd.
Suite 100-B
Loomis, CA 95650
Submittal Due
December 11, 2020
1. Cover Letter
December 11, 2020
Tommi Sanchez, Hub Manager
City of La Quinta
78495 Calle Tampico
La Quinta, California 92253
RE: RFP - Fully Integrated Permitting & Business Licensing Software Services
Dear Ms. Sanchez and Evaluation Committee:
TruePoint Solutions – in partnership with Accela, Inc – is pleased to submit our
response to the City of La Quinta’s Request for Proposals for Fully Integrated
Permitting and Business Licensing Software Services. Our proposal is based
upon our significant experience working on engagements of similar size and
scope at numerous municipalities very much like yours over the last 35 years.
In the pages that follow we hope to demonstrate this expertise in
implementing the Accela Civic Platform.
TruePoint is proposing to implement a comprehensive, state of the art, fully
integrated permitting and business licensing software to provide a solution
that includes permitting tools for record retention, workflow automation and
tracking services for various building, planning, and engineering permits and
projects, other general permits, and business licenses. Web and mobile device
functionality will be implemented to provide an online portal for property
owners, applicants, and contractors to access their permits, projects, and
licenses. A mobile app will allow field staff to directly access and edit permits and inspections while in
the field.
We are proposing the Accela Civic Platform product as the new permitting solution which will readily
provide efficient internal processing, with excellent customer service support, long-term record
retention, and an effective and accessible web interface for the public to interact remotely with staff.
To satisfy administrative requirements for the Cover Letters, we offer the following information:
COMPANY OVERVIEW
TruePoint Solutions
Incorporated:
2004
51 employees
Professional Services:
Business Analysis
Configuration
Data Conversion
Report Development
Event Scripting
Interface Development
Consulting
Training
Industry:
State and Local
Government
Industry Focus:
Land Management and
Permitting
Business and Trade
Licensing
Code Enforcement
Asset Management
Electronic Document
Review
Utility Billing
IT Consulting
Cover Letter Requirements
Signed by an official authorized to bind the
firm with name, address, phone number, and
email address of firm’s contract person,
location of firm’s main office, location of the
office that would service this project, location
of the office that would service this project,
Our bid has been signed by an official authorized to bind
the firm, Kent Johnson. Kent can be reached at:
Sacramento, CA
3262 Penryn Road
Suite 100-B
Loomis, CA 95650
916 259 1293
(916) 607-4490 mobile
(916) 256-1975 fax
www.truepointsolutions.com
Other office locations include:
Tucson, AZ
520 300 4175
7650 East Broadway Blvd
Suite 101
Tucson, AZ 85710
Incline Village, NV
774 Mays Boulevard
Suite 10-377
Incline Village, NV 89451
The offices where our staff would be based during this
contract are our Sacramento, CA headquarters and our
Tucson, AZ office.
A validity statement that all information and
pricing provided in the proposal is valid for at
least ninety (90) days.
TruePoint acknowledges that all information and pricing
provided in our proposal is valid for at least ninety (90)
days.
A statement that any individual who will
perform work for the City is free of any
conflict of interest.
TruePoint Solutions acknowledges that any individual
who will perform work for the City is free of any conflict
of interest.
Background, Qualifications, and Experience
Background, Qualifications, and Experience
a) Number of years in business 15+ years
b) Taxpayer identification number 20-1664808
c) Number of years permitting platform
has been deployed to various
government entities
Accela Civic Platform, 19 years
d) Resumes of the Project Manager and
key personnel who will be responsible
for performance if any agreement
results from this RFP
We have provided resumes for all key
personnel in Section 5-Staffing and Project
Organization.
e) Firm ownership and if incorporated,
list the state in which the firm is
incorporated and the date of
incorporation
TruePoint Solutions is wholly owned by its four
founding partners:
Kent Johnson – Chief Executive Officer
Robert Strouse – Chief Technical Officer
Keith Hobday – VP, Accela Services
Don Hunsinger – Software Architect
f) If the firm is a subsidiary of a parent
company, identify the parent company
TruePoint Solutions is not a subsidiary to any
parent company. TruePoint is a Limited
Liability – S-corp – company controlled solely
by its four partners.
Statement of Qualifications
(a) Product Description
The proposal should describe clearly and fully the proposed product and its features and
components, as well as the proposed approach to project execution and management. The use
of standard product documentation, including user manuals and technical maintenance
manuals, is encouraged. Demonstration software and sample help files may be included. System
capabilities should be described with specificity and illustrated with examples and/or cross-
referenced to user and technical manuals where appropriate. However, reliance on generic or
superficial brochures is not encouraged. The vendor shall describe in detail the hardware and
operating system software configuration requirements for successful operation of the proposed
software product at the. The City intends to provide all required hardware and operating system
software
Accela’s Solutions
Cloud computing changes the way agencies buy, consume, and
manage IT-powered business functions. The potential impact on
government efficiency and how we govern is staggering.
Accela solutions enable agencies to subscribe for streamlining
processes and services and engage and better serve professionals and
citizens in their communities. Accela is applying cloud, mobile, and
social technologies to key agency and citizen challenges, and in the
process, bettering government and governing through civic
engagement.
In parallel, Accela’s vibrant ecosystem promotes innovation in our
solutions with a bold civic innovation program for developers and
partners.
Accela’s solutions enable agencies of all sizes to automate and
streamline these civic processes:
Building communities – Planning, Building, Fire, Public Works,
Service Requests
Growing businesses – Business Licensing, Occupational
Licensing, Alcohol Beverage Control, and Cannabis Regulation
Protecting citizens – Public Safety and Environmental Health
For more details, visit https://www.accela.com/civic-platform/.
What do Accela solutions
make possible?
Transform civic
participation through
mobile and cloud-
based technology
Empower collective
action for better and
healthier
communities
Bring trust and
flexibility to citizen
interaction with
government
Streamline processes
and handles data
management with
ease
Revolutionize the
way contractors
engage with the
government
Create open space
for innovation
Key features include:
Electronic Document Review - Removes the need for paper in the permitting process. City
employees can upload digital documents, comment on and markup documents, and ensure the
information needed to complete their inspections and process permits.
Workflow Management - Automates the tasks and functions needed for permit processing. The
solution assigns tasks, track reviews, associate documents and information to tasks, and keep
processes running smoothly and on time.
Integration to GIS - GIS capabilities produce
interactive maps and visualizations, making
planning and permitting data easier to understand.
Online Reporting - Provides management insight
into the metrics and data about the broader
permitting function. This helps managers measure,
track and analyze your permitting processes to
uncover opportunity to improve employee speed
and effectiveness.
Accela Mobile - Allows inspectors and code
enforcement officers to carry their "offices"
with them. It provides all the functionality
they need on their mobile devices to manage
their schedules, route their travel, view GIS in
formation, download needed information
from the City’s systems, complete the
inspection report, upload data captured in
the field, and submit inspection reports
electronically.
Accela Citizen Access - The citizen portal
ensures builders can more easily submit permit applications, make payments, check status,
schedule inspections, upload information, and generally get a much better sense of the
permitting process and status of their applications.
A Modern and Intuitive User Interface - The HTML5 and responsive design provide a seamless
experience for both City staff and citizens on their desktop and mobile devices.
Platform-wide APls, SDKs and open data – Developers can integrate data and processes across
complementary solutions to meet the unique needs of agencies.
The Accela Civic Excellence
Government transformation pulses through the hearts of cities
and counties around the world. It motivates citizens and
inspires community leaders. It empowers people to have a
voice, to believe they can make a difference. When change
happens, it doesn't always announce itself. It can be subtle like
a shift in residents’ feelings about the community they call home. It can be surprising—the
results of the vote, an email at Town Hall, a phone call…and it can be you.
When governments and technology work together, great things
happen. For those who serve government, Accela understands
the power of transforming processes and perceptions. For over
20 years, Accela has been designing modern technologies and
secure cloud solutions that help communities thrive. Today,
Accela serves thousands of customers and communities and
work with trusted partners who are committed to your success.
With Accela solutions, Agencies have the flexibility,
options, and scalability to enable innovation over time
without the need to invest in new technology.
Regardless of agency size or budget, the Accela solutions streamline and accelerate
services through online citizen access, mobile solutions, improved workflow, and the
elimination of paperwork.
Citizens can engage and have easy access to their government with Accela Citizen
Access and mobile apps. They can enjoy two-way conversations with social media
integration and citizen engagement apps, track statuses, and take part in the
government decision-making process.
Partners and Developers can build and deliver innovative solutions and apps that
extend the value of our solutions. By taking advantage of Application Programing
Interfaces, Software Development Kits, and scripting to help speed deployment,
partners can create and deploy, offering the opportunity to build profitable businesses.
Together, TruePoint and Accela envision what's possible today to ensure a better tomorrow. The
heartbeat of government transformation is everywhere.
Accela empowers
governments to govern
their future.
What Accela Does
Accela delivers and
supports solutions that
streamline interactions
between governments and
their citizens and
businesses.
(b) Implementation Approach
Proposers should describe their recommended approach to successfully implementing the new
permits system based on their experience with other similar projects and any unique aspects of
the City’s situation. This description should address configuration management, change orders,
software quality assurance, and resources to respond to unanticipated conditions without
delaying implementation beyond the proposed implementation date (see proposed schedule,
below).
TruePoint will deliver its Services to the Agency by employing a 6-stage process described
below. This is a proven methodology that guides the project from inception to deployment,
thereby increasing the chances of successfully implementing Accela software products. Project
delivery through execution of this Implementation Life Cycle is described below and will be
delivered in an “Agile Like” approach.
Implementation Life Cycle
Execution of these six stages ensures that customers receive high-quality services throughout
the project engagement.
As illustrated in the figure above, the stages of project delivery flow in linear direction, although
many tasks run in parallel as appropriate to avoid unnecessary project delays. Each stage has
pre-defined objectives, tasks, and associated deliverables. Depending on the exact scope of the
project, a full complement or subset of all available deliverables will be delivered through the
services defined for the project. Employing this deliverables-based approach ensures that
TruePoint and the Agency understand the composition and ‘downstream’ impact of each project
deliverable to ensure the project is delivered with quality and in a timely manner.
Initiation represents the first stage in the lifecycle. During the Initiation stage, project contracts
and the SOW are finalized, project scope and objectives are reviewed, and project planning
activities and deliverables are completed.
Analysis is the second stage in the lifecycle. During the Analysis stage, TruePoint reviews
existing agency documentation, interviews agency staff, and conducts workshops to understand
the “To-Be” vision of the Agency that can be executed with the aid of Accela Civic Platform. It is
during this Phase that TruePoint gains a deeper understanding of Agency processes and business
rules; simultaneously, the Agency begins to gain a deeper understanding of the methodology
and Accela Civic Platform capabilities. A key output of this Phase is the To-Be Analysis
Document(s) which serve as the ‘foundation’ for configuration of Accela Civic Platform to
support germane elements of the Agency “To-Be” vision. Supplementing the To-Be Analysis
Document(s) are all other configuration specifications documents related to data conversion,
interfaces, reports, and event scripts.
Configuration is the third stage in the lifecycle. It begins upon completion of Stage 2 and should
be completed prior to the next stage, Build. During the Configuration stage, Accela Civic
Platform will be built to match the to-be processes agreed to in the Analysis stage. Essential to
this effort is the configuration of the Record (Case, Application, Permit, etc.) types that were
agreed to during the Analysis phase.
Build serves as the fourth stage in the lifecycle, and execution of this stage overlaps
Configuration, but ends after Configuration is complete. During the Build stage, all defined
elements during the Analysis stage beyond the Configuration will be implemented. This includes
conversions, business rule scripts, interfaces, and reports.
Readiness is the fifth stage in the lifecycle. During the Readiness stage Accela Civic Platform is
fully tested, errors are identified, documented, and corrected. Additionally, the solution is
prepared for deployment. In addition, system administrators and end users are trained so that
all appropriate agency staff members are prepared to use and maintain the software once the
move to production occurs.
Deploy is the sixth and final stage in the lifecycle. During the Deploy stage the applications are
moved to production; all requisite pre-production activities are identified, tracked, and
completed, and post-production analysis and review is completed. After moving to production,
project knowledge transfer is performed to transition to the Accela Support for ongoing support
and maintenance. A formal introduction will occur between the Services team and the Accela
support that instructs the agency on available communication channels (telephone, email,
online tracking system) and use of the Accela knowledge base
Project Management Approach
As noted above, TruePoint will use a proven Implementation Methodology in the building,
testing, and deployment of the new solution. Our methodology is a four-stage approach to
project implementation wherein all related objectives, activities and deliverables are identified.
The Project Manager will lead our project team to ensure all tasks are progressing according to
schedule. The PM is empowered to make decisions to best suit the Agency’s needs. The PM will
work closely with the remainder of our proposed project team, which comprises industry
professionals who are highly experienced in implementing our solutions. We present details
regarding the qualifications and experience of this exceptional team later in this section. Project
management services are defined as the following activities:
Development and Management of a Project Plan: Our project management team will
develop a realistic and detailed project plan that will serve as the timeline for all activities
comprising this implementation. The project plan is a Microsoft Project document, and will
be updated periodically. All status updates will include the most recent update to the
project plan, as required.
Issue Log Management and Escalation: During scheduled implementation meetings, it is
incumbent upon our Project Manager to identify and bring forth discussion on any issues for
immediate resolution. The PM will ensure the ongoing maintenance of an issue log, wherein
issue severity, resolution, assignments, and timelines are documented throughout the
implementation.
Status Reporting: We will provide a bi-weekly status report that outlines completed tasks,
upcoming tasks and resources needed, an updated version of the project plan, and a listing
of any issues that may place the project at risk (e.g., issues that may delay the project or
jeopardize one or more of the go-live dates).
Resource Management: Effective management of all technical resources is imperative. With
guidance from our executive team, our Project Manager is empowered to make decisions on
how, when, and where resources are allocated to specific activities throughout the
implementation.
Executive Project Oversight and Quality Assurance: A regional services team leader will
provide executive level oversight and, in partnership with Town staff, review quality testing
results.
Proposed Timeline
A proposed Project Timeline has been provided on the following page.
(c) Process Improvements/Adjustments
In implementing a new permit tracking system, the City is willing to consider modifying its own internal
processes to take advantage of system features it considers valuable. However, it is very important for
the City to understand how flexible the system will be in allowing customization to fit the City’s best
practices and needs. Vendors should describe and demonstrate their proposed solution’s ability to be
flexible and be customized to fit established processes and reporting needs. Vendors should also describe
any available capabilities to assist the City to improve its internal procedures to take advantage of
operational features of the proposed software product. The vendor’s demonstrated ability to
communicate its proposal to City staff will be a factor in proposal evaluation.
The Accela Civic Platform is a COTS package that is delivered with fully functional configuration
components in place. However, the civic platform also comes with a rich set of configuration tools that
allows TruePoint to offer know best practices while being able to adjust the configuration to meet the
City’s needs.
TruePoint has worked with over 130 Accela clients and multiple members of our team have 20+ years of
industry experience. TruePoint will follow an Agile like approach to work with City subject matter
experts to prototype, show and refine the configuration until we find the most effective and efficient
approach for the City.
For Permits TruePoint will analyze the best approach to:
Permit Intake
Required data fields
Workflow process
Plan Review
Fees and auto fee generation
Conditions
Permit issuance
Inspection processing
For Licenses TruePoint will analyze the best approach for:
Application intake
Required data fields
Workflow process
License issuance
License renewals
Application and renewal fees processing
Ongoing automated renewal generation
TruePoint will guide the City through a successful implementation while recommending ways to
automate processes such as fee generation, data validation, email notifications using core Accela
features. We will work with the City to provide on-line features wherever possible to support virtual
counter needs of today and tomorrow.
TruePoint can integrate Bluebeam to Accela for electronic plan review but we highly recommend a
product called DigEplan as a tool that is integrated to the Accela Civic Platform and provides a rich
feature set for long term efficiency and client success.
We would like to take this time to thank you for your consideration in allowing us to demonstrate
TruePoint’s successful strategy to implement a business critical solution for the City. We look forward to
working with you and to the prospect of building a long-term relationship.
Regards,
Kent Johnson
TruePoint Solutions
(916) 259-1293 office
(916) 607-4490 mobile
(916) 256-1975 fax
www.truepointsolutions.com
City of La Quinta, CA
Permitting & Business Licensing Software Services
Table of Contents
1. COVER LETTER .................................................................................................................................................... 3
BACKGROUND, QUALIFICATIONS, AND EXPERIENCE ............................................................................................................... 5
STATEMENT OF QUALIFICATIONS ....................................................................................................................................... 5
(a) Product Description ......................................................................................................................................... 5
(b) Implementation Approach ............................................................................................................................... 9
(c) Process Improvements/Adjustments ............................................................................................................. 13
TABLE OF CONTENTS ..................................................................................................................................................... 15
2. REFERENCES OF CALIFORNIA GOVERNMENT AGENCIES ................................................................................... 16
3. COMPLETE PRICING LIST .................................................................................................................................. 19
4. LIST OF COMPLEMENTARY SERVICES ............................................................................................................... 20
TRUEBILL UTILITY BILLING .............................................................................................................................................. 20
EXPANDING THE ACCELA CIVIC PLATFORM ........................................................................................................................ 21
5. STAFFING AND PROJECT ORGANIZATION ......................................................................................................... 22
FULL RESUMES ............................................................................................................................................................ 23
Keith Hobday ....................................................................................................................................................... 24
David Brown ........................................................................................................................................................ 26
Jacqueline Ramirez .............................................................................................................................................. 29
Tyler Suarez ......................................................................................................................................................... 31
Joseph Cipriano ................................................................................................................................................... 33
Erin Griffith .......................................................................................................................................................... 35
6. SUBCONTRACTING SERVICES ........................................................................................................................... 37
7. DISCLOSURES ................................................................................................................................................... 37
8. ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS (ATTACHMENT 2) ....................................................... 37
9. NON-COLLUSION AFFIDAVIT (ATTACHMENT 3) ................................................................................................ 39
10. ACKNOWLEDGEMENT OF ADDENDA (ATTACHMENT 4) .................................................................................. 41
City of La Quinta, CA
Permitting & Business Licensing Software Services
2. References of California government agencies
a) Client name, client project manager, telephone
number, and email address
City of Moreno Valley, CA
Kimberly Krueger, Accela Project Lead
951.413.3428, kimk@moval.org
b) Project description Land Management Implementation Including
Building, Planning, Code, Fire, Special Districts
and add-on products for Accela Citizen Access,
GIS and Mobile Apps. Also have an on-going
support contract in place for as needed
support
c) Project start date, and end date 12/2016 – on-going support
d) Staff assigned to project by the firm Keith Hobday, David Brown, Jacqueline
Ramirez, Tyler Suarez, Joseph Cipriano, Erin
Griffith
e) Provide a summary of final outcome Successful Accela Civic Platform
Implementation
a) Client name, client project manager, telephone
number, and email address
City of Torrance, CA
Stephen Lavey, Systems Analyst
310.618.2567, slavey@torranceca.gov
b) Project description Accela Enhancement Services for: Street
maintenance activities, annual fire
inspections, special event permits, filming
permits, business visit tracking, and permits
for street tree pruning and street tree removal
replanting. Facilitation of online business
license applications in Citizen Access.
Simplification of printing of Taxi Driver and
Solicitor permit identification cards to include
driver photo.
c) Project start date, and end date Jan 2019 on-going engagement for Accela
improvements
d) Staff assigned to project by the firm David Brown, Jacqueline Ramirez, Tyler
Suarez, Erin Griffith
e) Provide a summary of final outcome Successful Accela Civic Platform
Implementation
City of La Quinta, CA
Permitting & Business Licensing Software Services
a) Client name, client project manager, telephone
number, and email address
City of Ontario, CA
Jose Andrade, Principal IT Analyst
(909) 395-2045, jandrade@ontarioca.gov
b) Project description Original implementation for Building and
Planning. Additional implementations for
Licensing, Rental Properties and Impact fees
c) Project start date, and end date Original Implementation 2012 – Current
implementation for enhancements and
expansion of Accela features. 12 months,
current on-going support
d) Staff assigned to project by the firm Keith Hobday, David Brown, Jacqueline
Ramirez, Tyler Suarez, Joseph Cipriano, Erin
Griffith
e) Provide a summary of final outcome Successful Accela Civic Platform
implementation
a) Client name, client project manager, telephone
number, and email address
City of Sacramento
Mrudul Sadanandan - IT Manager Enterprise
Applications
916-808-7894,
MSadanandan@cityofsacramento.org
b) Project description Permits Plus to Accela Civic Platform upgrade
for Building, Planning, Fire, Code Enforcement,
Public Works. Citizen Access and GIS
integration including CSLB, Selectron
integrations
c) Project start date, and end date Jan 2006 – Present, On-going support
d) Staff assigned to project by the firm Keith Hobday, Nick Graf, Marleen McAleer
Joseph Cipriano, Erin Griffith
e) Provide a summary of final outcome Successful Accela Civic Platform
Implementation, Add on for Short Term
Rentals and Cannabis Regulation
City of La Quinta, CA
Permitting & Business Licensing Software Services
a) Client name, client project manager, telephone
number, and email address
City of Menlo Park
Whit Loy
PM, GIS Coordinator II
650.330.6747
wjloy@menlopark.org
b) Project description TruePoint Solutions was the implementation
consultant for the City of Menlo Park’s
implementation and migration project. The
City used Tidemark Advantage for 22 years
prior to implementing the Accela civic
platform.
TruePoint implemented permitting process
and workflow for the Building, Planning, Code
Enforcement and Public Works departments
for the City. There were also integrations and
rollout of the Accela key add-on products for
Electronic Plan Review, Accela Citizen Access,
Accela GIS and Accela Mobile App’s.
c) Project start date, and end date December 2018 to December 2019
d) Staff assigned to project by the firm Keith Hobday, Terry Dunn Ramirez, Nick Graf,
Joseph Cipriano, Erin Griffith
e) Provide a summary of final outcome Benefits derived by the client: Fully
functioning permit system including Accela
GIS, Citizen portal, Mobile Applications and
integration to DigEplan Electronic Plan review.
City of La Quinta, CA
Permitting & Business Licensing Software Services
3. Complete Pricing List
Proposal shall include a detailed fee schedule for the services requested by this RFP.
City of La Quinta, CA
Permitting & Business Licensing Software Services
4. List of Complementary Services
List of Complementary Services Offered by Proposer along with Corresponding Prices
TrueBill Utility Billing
TruePoint Solutions also has a Utility Billing product that might be of interest to the City. Our
TrueBill™ utility billing software provides a browser-based CIS/Utility Billing solution based upon
the most current Microsoft platforms. Major system components include Customer Billing,
Accounts Receivable, Debt Management, Service Orders, Central Cash Management, Meter
Management, Backflow Prevention, Water Conservation Management and Water Allocations.
An optional component includes our TrueCIP customer portal. The system was designed to
seamlessly integrate with your Financial, GIS and Asset Management systems.
All deployed on a service-oriented architecture platform utilizing the most current .NET
technology, TrueBill™ delivers superior interoperability, scalability, and flexibility.
City of La Quinta, CA
Permitting & Business Licensing Software Services
Expanding the Accela Civic Platform
The Accela Civic platform can be expanded into many other areas for the City including Code
Enforcement, Environmental Health, Cannabis Permitting, Short-Term rentals and more. Here
are examples of some additional opportunities that the City can benefit from with the Accela
Civic Platform.
City of La Quinta, CA
Permitting & Business Licensing Software Services
5. Staffing and Project Organization
Here we have provided a brief summary of the qualifications and experience of our primary
proposed team members for this project. Below this, we have provided full resumes for these
individuals.
Project Sponsor, Project Manager
Keith is a senior level manager with thirty years of combined experience in government solutions, professional
services and technology. He possesses extensive and proven abilities in, executive management, project
management, systems analysis, systems design, team building and successful implementations. Keith has led
the Accela Services practice for over 15 years.
Notable Projects:
Santa Clara County CA, City of Santa Clara CA, Moreno Valley CA, Sacramento CA, County of Sacramento, Stanislaus County
CA, Palo Alto CA, Menlo Park CA, Concord CA, Walnut Creek CA, Alameda CA, Napa County CA, Stockton CA, Roseville CA
Project Dir. / Implementation Consultant
As a services director of the TruePoint team, David is experienced in managing multiple groups for
implementation and application development in a government environment for over 17 years. David can
manage multiple projects in all aspects of execution including budgeting, implementation design, execution,
training and post go-live support. David is detail oriented and has strong management, communication and
organizational skills.
Notable Projects:
Pinal County, AZ , Multnomah County, WA , Cleveland, OH , Tacoma, WA , Guilford County, NC , Moreno Valley, CA , Pima
County, AZ , Paso Robles, CA, New York State , El Paso, TX , Santa Monica, CA , Pasco County, FL , Stockton, CA, Queen
Creek, AZ , Visalia, CA, Santa Barbara County Fire, CA
Implementation Consultant
Jackie’s has over 10 years of experience in public and private sector service agencies has encompassed various
large projects, utilizing her skills in organization and management. From permitting, licensing or assets to
cutting edge use of mobile and social media applications, she possesses the skills to assist a client in all aspects
of an implementation. Jackie originally worked with the City of El Paso, TX as an Accela customer before coming
to TruePoint
Notable Projects:
Tacoma WA, Multnomah WA, Boise ID, State of NV, Taxi Authority, Moreno Valley CA, Menlo Park CA
Keith Hobday
Jackie Ramirez
David Brown
City of La Quinta, CA
Permitting & Business Licensing Software Services
Implementation/Technical Consultant
Tyler has worked as an implementation consultant specializing in Analysis, Configuration, EDR, EMSE, Batch
Scripting, and Training. He is conversant with SAS 9.2, Excel Master Certification Prep, and has passed the
Arizona Life & Health Exam in addition to the 13-33, Series 7, Series 66 Exams. Accela Bronze Certified
Implementation Professional. W3 Schools JavaScript Development Certification. Tyler graduated from Eller
College of Management in the Fall of 2011 with a Bachelor of Science in Business Administration December
2011, achieving Dean’s List Honorable Mention and recognition on the Eller Top 100.
Notable Projects
Tacoma WA, Cleveland OH, Visalia CA, Moreno Valley CA, Queen Creek AZ, Washoe County NV, Pinal County AZ, Pima
County AZ, Leon County FL
Conversion Specialist
Responsible for the coordination and allocation of personnel resources to individual Land Management
projects. Assist and support project managers in overall project management approach & problem solving.
Monitor progress and status of projects. Provide technical expertise in the Land Management and Consumption
Billing arenas.
Notable Projects
City of Seattle, WA, California Department of Water Resources, City of Tacoma, WA, City of Alameda, CA, City of Concord,
CA, County of San Diego, CA, City of West Sacramento, CA
Report Specialist
Erin has 10 years of programming and report development experience and has provides reports for all of
TruePoint’s current customers. Erin has written thousands of reports for our 120 clients and has a huge libr ary
of reports that can be used as a starting point for any reporting need. I think it is safe to say Erin is one of the
most experienced Accela report writers in the world.
Notable Projects:
Stanislaus County CA, San Diego County CA, Atlanta GA, Corvallis OR, Clackamas OR, Asheville NC, Pasco County,
FL, San Antonio TX, Washoe County NV, Tacoma WA.
Full Resumes
We have provided full resumes for these individuals beginning on the following page.
Erin Griffith
Tyler Suarez
Joe Cipriano
City of La Quinta, CA
Permitting & Business Licensing Software Services
Keith Hobday
KEITH HOBDAY
PROJECT DIRECTOR
PROFILE
Keith is a senior level manager with thirty-five years of combined experience in government
solutions, professional services and technology. He possesses extensive and proven abilities in,
executive management, project management, systems analysis, systems design, team building
and successful implementations.
PROFESSIONAL EXPERIENCE:
TruePoint Solutions, LLC.
Loomis, CA 01/05 – Present
Partner
A founding member and Principal of TruePoint Solutions, responsible for professional services,
corporate leadership, and customer satisfaction.
Responsibilities include:
Act as the project sponsor, project director, project manager, business analyst,
configuration specialist, and/or quality assurance specialist in solo or team projects.
Develop conversion document, programs and test plans
Develop interface document, programs and test plans
Develop scripting specification, scripts and test plans
Develop, maintain and implement project timelines and deliverables
Maintain system life cycle procedures and documentation
Manage end user support procedures and productivity
Notable Projects:
County of Sacramento CA - Project Director, Accela Automation, Wireless, Apps,
ACA, and AGIS implementation for Land Management and Business Licensing
Pasco County implementation for Business Licensing
City of Asheville, NC - Project Director Accela Automation implementation
County of San Mateo - Project Director Accela Automation implementation
County of Stanislaus - Project Director Accela Automation implementation
City of Santa Monica, CA - Project Director Accela Automation implementation
City of Oklahoma City, OK – Project Director Accela Automation implementation
City of Palo Alto, CA – Project Director Accela Automation implementation
City of Tacoma, WA - Project Director, Accela Automation implementation for
Building, Land Use and Site Development
City of El Paso, TX – Project Director, Accela Automation implementation for
Building, Planning, Health, Fire and Code Enforcement
City of Sacramento, CA - Project Director, Accela Automation implementation
City of Alameda CA - Project Director, Accela Automation implementation for the
Building, Planning, Code Enforcement, Public Works and Fire departments
City of Tigard, OR - Project Manager/Implementation Consultant for the Tidemark to
Accela Automation implementation
City of La Quinta, CA
Permitting & Business Licensing Software Services
City of Reno, NV - Implementation Consultant, Tidemark upgrade to Accela
Automation
Marion County, GA - Project Manager/Implementation Consultant, Tidemark to
Accela Automation implementation
Napa County, CA - Implementation Consultant, Accela Automation implementation
Hansen Information Technologies
Sacramento, CA 03/00 – 02/05
Vice President, Professional Services
Project Management, Consulting, System Integration, Data Conversion, and Training; managed
sales and business partnership opportunities, client relationships and product direction
Responsibilities included:
Member of the Hansen Board of Directors working closely with other board
members to plan the direction and growth of the company.
Worked closely with a select group of Hansen’s customers (Hansen Advisory Board)
to share ideas, needs and industry direction.
Hansen Information Technologies
Sacramento, CA 04/87 – 03/00
Director of Projects
Responsible for all project implementations including scheduling, consulting, data conversion
and training. Developed separate industry specific business units for work management,
permitting and utility billing applications.
Notable Projects:
New Castle County, DE - Project Director for Utility Billing, Asset Management and
Customer Service implementation; early adopter to true enterprise approach
City of Portland, ME - Project Director, Utility Billing implementation.
BexarMet Water District, San Antonio, TX - Project Director, Utility Billing
implementation.
City of Salem, OR - Project Director, Utility Billing implementation
City of Nashville, TN - Hansen's first Advanced Inventory Control Implementation
City of Bellingham, WA - Project Director, implementing the Sewer, Water, Plant,
Street, Fleet, Customer Service, and FieldWORKS modules.
City of Virginia Beach, VA - Project Manager, Storm, Street, Sewer and Water
modules with interfaces to pavement management, bar coding, and GIS.
City of Norwalk, VA - Project Manager, Sewer, Water and Plant modules, with
interfaces to SCADA systems, PeopleSoft, and internal accounting systems.
City of Baton Rouge, LA - Project Manager, Sewer system implementation.
SOFTWARE EXPERIENCE:
Accela Civic Platform
Crystal Reports
Tidemark
Permits Plus
Hansen
Kiva
EDUCATION:
Bachelor of Science, Computer Science, 1987
City of La Quinta, CA
Permitting & Business Licensing Software Services
David Brown
DAVID BROWN
Project Manager
PROFILE
As a member of the TruePoint team, David is experienced in managing multiple groups for
implementation and application development in a government environment. David can manage
multiple projects in all aspects of execution including budgeting, implementation design,
execution, training, and post go-live support. David is detail oriented and has strong
management, communication, and organizational skills.
PROFESSIONAL EXPERIENCE:
TruePoint Solutions, LLC.
Tucson, AZ 10/11 – Present
Regional Services Manager
As a Regional Services Manager, David provides management skills to bring a Project to a
successful completion.
Responsibilities included:
Manage a team of Business and Technical Consultants and multiple projects
Perform business analysis
Identify and Determine current inefficiencies and gaps
Share best practice implementation approaches with each client to increase
productivity and gain efficiencies
Develop configuration and reporting requirements
Develop As-is and To-be documentation
Configure software based on approved configuration document
Provide training and guidance on system procedures
Develop Event Scripts - JavaScript
Develop Expression Builder Scripts
Configure AGIS with ArcGIS for XAPO integration
SSRS report creation/modification
Notable Projects
Pinal County, AZ
Multnomah County, WA
Cleveland, OH
Tacoma, WA
Guilford County, NC
Moreno Valley, CA
Pima County, AZ
Paso Robles, CA
Nevada Taxi Authority, NV
Queen Creek, AZ
Santa Barbara County, CA
New York State
El Paso, TX
Santa Monica, CA
Pasco County, FL
Stockton, CA
Queen Creek, AZ
Visalia, CA
Torrance, CA
City of La Quinta, CA
Permitting & Business Licensing Software Services
Pinal County
Florence, AZ 04/07 – 10/11
Server Application Supervisor
Responsibilities included:
Supervise Server Application Specialist in coordinating multiple projects County-
wide
Present project schedules and budgetary plans to Department Directors
Review County departments IT requirements and RFP proposals
Determine proper server production hardware requirements for County-wide
projects
Accela, Inc.
San Ramon, CA 08/06 – 04/07
Sr. Implementation Consultant
Among other duties, David was assigned the Contra Costa County project to manage the Accela
Automation Project
Responsibilities included:
Install and configure Accela’s Land Management System along with Citizen Access,
AGIS, Wireless, V360, EDMS (Electronic Data Management System) add on modules
Develop EMSE (Event Management Script Engine) scripts to integrate with user
input and system configuration
Write/Publish system configuration enhancements
Supervise Implementation Consultants on larger projects
Notable Projects:
Contra Costa County
Pinal County
Florence, AZ 02/04 – 08/06
Server Application Specialist
Responsibilities included:
Configuration, implementation of Accela Automation Permitting System within Thin
Client architecture and maintain project scope within Microsoft Project
Configure and maintain SQL Server databases
Maintain multiple server clusters within an EVA/SAN and load balanced
environment
Provide user and administrative technical support with Accela Automation
Permitting System and Desktop Computers
Provide system and database support for Environment Health’s Server/Client
tracking system within Citrix environment
Administer user training classes
Install, configure & support F5 BigIP LAN traffic load balance server
City of La Quinta, CA
Permitting & Business Licensing Software Services
Plan/Configure version upgrades for supported applications
Plan/Research/Deploy server equipment within development environment
Notable Projects:
Project Manager for Accela Automation Implementation
Project Manager for Development Services Department - Accela, GIS, and OnBase
imaging integration
Packaging Corporation of America (PCA)
Tucson, AZ 11/91 – 12/03
IT/Resource Manager
Management of Information Systems, Purchasing, Scheduling, Customer Service,
Shipping/Receiving
Responsibilities included:
Install/maintain workstations, servers running Novell Netware 5.1, Windows NT,
Windows 2000 Advanced Server, Windows 2000 Pro,
Install/configure tcp/ip protocol on WAN & LAN structure, fiber optic connections
Create/maintain security & users - Novell, Active Directory and local website
LICENSES/CERTIFICATIONS
CNA-Certified Novell Administrator
SOFTWARE EXPERIENCE:
Accela Automation
Citrix
Novell
MSSQL Server Reporting Services
Microsoft Office Products
Active Directory
OnBase
MSSQL Server 2005, 2008, 2008R2,
2012, 2016
EDUCATION:
Bachelor of Science, Computer Science
City of La Quinta, CA
Permitting & Business Licensing Software Services
Jacqueline Ramirez
JACQUELINE RAMIREZ
BUSINESS CONSULTANT
PROFILE
Jackie’s 13 year career working with public service agencies has encompassed various large
projects, utilizing her skills in organization and management. From permitting, licensing or
assets to cutting edge use of mobile and social media applications, she possesses the skills to
assist a client in all aspects of an implementation.
PROFESSIONAL EXPERIENCE:
TruePoint Solutions, LLC.
Loomis, CA 12/13 – Present
Business Consultant
Since joining TruePoint Solutions, Jackie has been involved in 9 Accela Automation
Implementation projects working with over 15 different departments. This has allowed her to
utilize her experience and skills to assist clients in achieving a successful and efficient
implementation using the latest functionality provided by Accela.
Responsibilities included:
Perform business analysis
Identify and Determine current inefficiencies and gaps
Share best practice implementation approaches with each client to increase
productivity and gain efficiencies
Develop configuration and reporting requirements
Develop As-is and To-be documentation
Configure software based on approved configuration document
Provide training and guidance on system procedures
Develop conversion documents
Notable Projects
Wyandotte County, Kansas – Accela Automation, ACA, Accela Mobile, Conversion
Moreno Valley, CA – Accela Automation, ACA, AMO (Mobile App) Implementation,
Permits Plus Conversion
Socorro, TX – Accela Automation
Menlo Park, CA – Accela Automation, AMO (Mobile App) Implementation, Data
Conversion
Tacoma, WA -Accela Automation, ACA, AMO Implementation, Tidemark Conversion,
SAP Conversion
Multnomah, WA - Accela Automation and ACA Configuration
Boise, ID – Accela Automation, ACA, Conversion (Tidemark to Accela Automation
9.0)
State of Nevada – Taxicab Authority – Accela Automation, Custom Mobile Apps
City of La Quinta, CA
Permitting & Business Licensing Software Services
City of El Paso
El Paso, Texas 03/10 – 12/13
Departmental Data Management Specialist
Jackie’s quick understanding of departmental functions enabled her to assume project
management duties for a variety of implementations in Environmental Services Divisions.
Responsibilities included:
Plan, analyze, coordinate and maintain information management systems
Project Management – Mobile App development, Department PC Refresh, Website
Content Management, Social Media, AVA System, Enterprise Video Conferencing
System
Responsible for software configuration, testing, troubleshooting, and
implementation.
Perform business analysis and determine future system/hardware needs
Provide training and development of department staff on system hardware and
software
Research, compile and prepare statistical reports and presentations for advisory
committees, City Council and department administration
Notable Projects
Animal Services, El Paso TX – Accela Automation, ACA and AMO Implementation
Environmental Services, El Paso, TX – Video conferencing Project
Solid Waste Collections, El Paso TX – Martindale Data Collection and developed
concept for iOS Application for Accela Automation
Code Enforcement, El Paso TX – Accela Department Administrator
Facilities Maintenance, El Paso, TX – MainStar Work Order Implementation
Ysleta Independent School District
El Paso, Texas 06/07 – 02/10
Project Lead
Jackie was the lead for several large projects that were implemented and completed on time.
Implementing a Professional Development Program provided staff with the tools for furthering
their professional development and for the district to retain qualified staff.
SOFTWARE EXPERIENCE:
Accela Automation
Chameleon
Martindale
Microsoft Office
Eduphoria
MainStar
EDUCATION:
Bachelor of Science, Data Management and Public Administration, 2015
City of La Quinta, CA
Permitting & Business Licensing Software Services
Tyler Suarez
TYLER SUAREZ
IMPLEMENTATION CONSULTANT
PROFILE
During his six years with TruePoint Solutions, Tyler has worked tirelessly as an implementation
consultant specializing in Analysis, Configuration, EDR, EMSE, Batch Scripting, and Training. He is
conversant with SAS 9.2, Excel Master Certification Prep, and has passed the Arizona Life &
Health Exam in addition to the 13-33, Series 7, Series 66 Exams. Accela Bronze Certified
Implementation Professional. W3 Schools JavaScript Development Certification. Tyler graduated
from Eller College of Management in the Fall of 2011 with a Bachelor of Science in Business
Administration December 2011, achieving Dean’s List Honorable Mention and recognition on
the Eller Top 100.
EXPERIENCE
TruePoint Solutions
Tucson, AZ
Implementation Consultant January 2014 to Present
As an implementation consultant on various projects Tyler has the following responsibilities:
Define and document processes
Determine inefficiencies
Share best practice implementation approaches with each client
Develop configuration requirements
Create As-is and To-be workflow diagrams
Configure software based on and agreed upon configuration document
Develop EMSE and Batch Scripting
Determine Reporting needs and create Report Specifications
Notable engagements include:
Cleveland, OH – Analysis, Configuration, EDR, EMSE, Batch Scripting, and Training
Visalia, CA – Analysis, Configuration, EMSE, Batch Scripting, and Training
Moreno Valley, CA – EMSE and Batch Scripting
Queen Creek, AZ – Analysis, Configuration, EMSE, Batch Scripting, and Training
Washoe County, NV – EMSE and Batch Scripting
Tacoma, WA – EMSE and Batch Scripting
Pinal County, AZ – EMSE and Training
Pima County, AZ – Analysis, Configuration, EMSE, Batch Scripting, and Training
Leon County, FL - EMSE and Batch Scripting
Y Cross Management
Portfolio Manager
Tucson, AZ April 2013 to January 2014
As Portfolio Manager for Y Cross Management Tyler was responsible for:
Operations management
Develop Budgets, Financial Reports and RFP’s
City of La Quinta, CA
Permitting & Business Licensing Software Services
Draft policies and procedures
Build relationships with Vendors, Board Members and Home Owners
Edward Jones
Financial Advisor
Tucson, AZ November 2012 to March 2013
As Financial Advisor for Edward Jones, Tyler’s responsibilities included the following:
Financial planning
Asset Gathering
O’Reilly Auto Parts
Store Manager
Tucson, AZ February 2008 to October 2012
As Store Manager for O’Reilly Auto Parts, Tyler was responsible for:
Analyze profit & loss reports, productivity reports, & sales figures for eight store
employees
Oversee & delegate tasks to employees; track & report on performance
Ensure safety & proper training of company procedures to employees
Customer Service
EDUCATION:
Bachelor of Science in Business Administration, 2011
University of Arizona (Eller College of Management)
Associates in Business Administration, 2009
Pima Community College
City of La Quinta, CA
Permitting & Business Licensing Software Services
Joseph Cipriano
JOSEPH CIPRIANO
TECHNICAL CONSULTANT
PROFILE
Responsible for the coordination and allocation of personnel resources to individual Land
Management projects. Assist and support project managers in overall project management
approach & problem solving. Monitor progress and status of projects. Provide technical
expertise in the Land Management and Consumption Billing arenas.
PROFESSIONAL EXPERIENCE:
TruePoint Solutions, LLC.
Loomis, CA 05/07 – Present
Senior Technical Consultant
As the Senior Technical Consultant at TruePoint Solutions, Joseph has utilized his technical
background to assist in large and small implementations with various software products. His
attention to detail and his organizational skills result in quality installations.
Responsibilities include:
Create Report Specification and Reports in Crystal or SSRS
Develop strategies for converting data from legacy systems
Create data conversion documents and data conversion programs
Create interfaces to 3rd party data
Create JAVA scripting (Event Scripts) to automate business processes
Installation of various products on clients servers
Notable Projects:
City of Boise, ID - Converted the city Tidemark Building and Planning data into
Accela environment.
California Department of Water Resources – Converted historical data and
documents into Accela Automation.
City of Visalia, CA – Converted the city Permit Plus data into Accela Automation.
County of Yakima, CO – Develop financial interface to export data from Accela
Automation.
County of Santa Clara, CA – Converted the county historical FileMaker data into
their hosted Accela Automation environment.
Carson City, NV – Converted the city Taxi licensing data into their hosted Accela
Automation environment.
City of La Quinta, CA
Permitting & Business Licensing Software Services
Hansen Information Technologies
Sacramento, CA 07/95 – 05/07
Data Conversion Specialist
Joseph was recognized for his technical talents early in his career with Hansen and was assigned
many varying tasks on large and small implementations.
Responsibilities included:
Worked in team environments as either the lead conversion/interface developer or
as a member in large conversion/interface implementations.
Acquire Business processes and procedures at client sites to organize, document
and create a functional analysis of business requirements.
Interface with project managers and clients
Coordinate and create plans for conversion, data mapping, data formats and
implementation plans.
Implement client data from various sources (text files, Dbase, MS Access, SQL Server
and Oracle) using ODBC, MS Access, T-SQL, PL/SQL.
Convert and preserve decommissioned, legacy system data as part of phased
software implementations.
Perform database tasks such as development of stored procedures, functions, SQL
Queries, packages, triggers and creation of database objects such as tables, indexes,
and views.
Provide technical solutions and consultation on the conversion/ interface
development needs of a given project.
SOFTWARE EXPERIENCE:
Accela Automation
Tidemark
Permit Plus
Oracle 9i/10g/11g Client and Server
Oracle PL/SQL development
Crystal Reports
Visual Studio
Windows Operating Systems
Microsoft Office
SQL Server 2008 R2 and above versions
Java Script
Microsoft Transact SQL development
SQL Server Reporting
PL/SQL Developer
City of La Quinta, CA
Permitting & Business Licensing Software Services
Erin Griffith
ERIN GRIFFITH
CRYSTAL REPORTS, SSRS, AND SQL DEVELOPER
PROFILE
Erin came to TruePoint with 10 years of programming and report development experience and
has worked on a number of projects over the last nine years for TruePoint.
PROFESSIONAL EXPERIENCE
TruePoint Solutions
Technical Consultant (Reporting Specialist) Jul-2010 to Present
As a Technical Consultant on various projects Erin has the following responsibilities:
Creating report specifications
Creating reports in Crystal or SSRS in conjunction with PL/SQL or T-SQL queries
Developing strategies for converting data from legacy systems
Training clients on report development
Selected TruePoint Engagements:
Stanislaus County, CA – Report writer and reporting trainer
San Diego County, CA - Report writer
Atlanta, GA - Report writer
Corvallis, OR - Report writer and reporting trainer
Clackamas, OR - Report writer and reporting trainer
Asheville, NC – Report writer and reporting trainer
Pasco County, FL – Report writer and reporting trainer
San Antonio, TX – Report writer and reporting trainer
Washoe County, NV – Report writer
Clear Capital
Crystal Reports Developer Jul-2009 to 2011
Erin was the sole report writer at an extremely fast paced company which deals with mortgage
valuation and other real estate products. Most of her work involved PL/SQL ad-hoc queries and
packages that are accessed by Crystal Reports. Responsibilities included:
Working with departments throughout the company to create a suite of reports to
meet each group’s needs
Custom design of customer reports and procedures using mainly Crystal Reports and
PL/SQL
Rewriting and optimizing stored procedures and packages
Developing procedures and packages in Oracle using PL/SQL
City of La Quinta, CA
Permitting & Business Licensing Software Services
CorVel, OHSU, Foundation, Integra Telecom, Epiq Systems
Crystal Reports/SQL Developer Dec-2005 to Jun-2009
During this time Erin worked on contracts with a variety of companies through Kforce (Integra),
ATSI Group (CorVel and Epiq), and OHSU Foundation. She worked mainly as a Crystal Reports
Developer with some time spent as a SQL developer as well.
Genesis Financial Solutions, Inc.
Crystal Reports Developer Sep-2004 to Dec-2005
At GFS Erin was the Crystal Reports Developer for a company specializing in debt purchasing and
recovery. I did everything that goes between the Data Warehousing and the final Crystal Report.
This includes managing and coding for the Data Mart, writing and testing the queries for the
reports, and development and quality assurance of the reports themselves.
Zoot Enterprises, Inc.
Crystal Reports Developer and Applications Programmer
Bozeman, MT Dec-2000 to Apr-2004
At Zoot Erin was the senior reports developer as well as an applications programmer. She
worked on a variety of projects for many of the nation’s top financial institutions. The most
challenging of those involved creating custom reports for Bank of America, First Tennessee, and
MBNA that cover every aspect of the Credit Analysis process. For Bank of America I led the
report development on a web delivered reporting system that takes 60 reports and turns them
into over 700 scheduled Adobe and Excel files, covering their entire sales force and all aspects of
their business.
TECHNICAL SKILLS
Software: Crystal Reports 8.0/9.0/10.0/11.0, Crystal Enterprise, Seagate Info
Desktop, Seagate Analysis, Microsoft
Visual Studio 6.0, Microsoft Office programs, Microsoft Access, Raiser's Edge, SSRS,
SSIS
Languages: Zootscript, T-SQL, Visual Basic 6.0, PL/SQL
Operating Systems: Windows (2000, XP, NT, 95, 98), UNIX/LINUX
Office Experience: 10-Key, Spreadsheets, Customer Service, Data Entry, Email,
Internet, Scheduling
Other Skills: ODBC Data Sources, CVS, Database Queries, Statistical Analysis,
Documentation, Data Mining, Cash Handling, DTS
EDUCATION
Majored in Mathematics with a Minor in Physics at Montana State University
located in Bozeman, Montana. My upper-level course selection indulged a variety of
interests with the most emphasis being in Computer Science, Mathematics, Physics,
Statistics, History, and Philosophy
Liberal Studies Degree from Portland State University with a minor in English
City of La Quinta, CA
Permitting & Business Licensing Software Services
6. Subcontracting Services
Subcontracting any portion(s) of the Scope of Services is not preferable; however, if a proposer
can demonstrate to the City’s satisfaction that is in the best interest of the project to permit a
portion of the service(s) to be subcontracted by the proposer, it may be considered. Provide
details on the role of any subcontractor that will be used. Assignment is prohibited.
TruePoint does not intend to use subcontractors for this project.
7. Disclosures
Disclosure of any alleged significant prior or ongoing agreement failure, any civil or criminal
litigation or investigation pending, which involved the proposer or in which the proposer has
been judged guilty or liable within the last five (5) years. If there is no information to disclose,
proposer must affirmatively state there is no negative history.
We are proud to say that TruePoint’s history holds no alleged prior or ongoing agreement
failure, any civil or criminal litigation or investigation pending, which involved our company or in
which we have been judged guilty or liable – not to mention the last five (5) years. In short,
‘there is no negative history.’
8. Acknowledgement of Insurance Requirements
(Attachment 2)
Proposals must include a written statement that, if selected, the proposer will provide the
minimum insurance coverage and indemnification noted in Exhibits E and F, respectively, of the
City’s Agreement for Contract Services included as Attachment 1.
If selected, TruePoint Solutions will provide the minimum insurance coverage and
indemnification noted in Exhibits E and F, respectively, of the City’s Agreement for Contract
Services included as Attachment 1.
City of La Quinta, CA
Permitting & Business Licensing Software Services
Kent Johnson
TruePoint Solutions
Chief Executive Officer TruePoint Solutions
City of La Quinta, CA
Permitting & Business Licensing Software Services
9. Non-Collusion Affidavit (Attachment 3)
Proposals must include an executed Non-Collusion Affidavit, included as Attachment 3, executed
by an official authorized to bind the firm.
We have executed Non-Collusion Affidavit, Attachment 3, and provided on the following page.
City of La Quinta, CA
Permitting & Business Licensing Software Services
ATTACHMENT 3
NON-COLLUSION AFFIDAVIT FORM
Must be executed by proposer and submitted with the proposal
I, Kent Johnson (name) hereby declare as follows:
I am Chief Executive Officer of TruePoint Solutions, LLC
(Title) (Company)
the party making the foregoing proposal, that the proposal is not made in the interest
of, or on behalf of, any undisclosed person, partnership, company, association,
organization, or corporation; that the proposal is genuine and not collusive or sham;
that the proposer has not directly or indirectly induced or solicited any other proposer
to put in a false or sham proposal, and has not directly or indirectly colluded,
conspired, connived, or agreed with any proposer or anyone else to put in a sham
proposal, or that anyone shall refrain from proposing; that the proposer has not in
any manner, directly or indirectly, sought by agreement, communication, or
conference with anyone to fix the proposal price of the proposer or any other
proposer, or to fix any overhead, profit, or cost element of the proposal price, or of
that of any other proposer, or to secure any advantage against the public body
awarding the agreement of anyone interested in the proposed agreement; that all
statements contained in the proposal are true; and, further, that the proposer has
not, directly or indirectly, submitted his or her proposal price or any breakdown
thereof, or the contents thereof, or divulged information or data relative hereto, or
paid, and will not pay, any fee to any corporation, partnership, company, association,
organization, proposal depository, or to any member or agent thereof to effectuate a
collusive or sham proposal.
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct.
Proposer Signature:
Proposer Name: Kent Johnson
Proposer Title: Chief Executive Officer
Company Name: TruePoint Solutions
Address: 3262 Penryn Rd. Suite 100-B, Loomis, CA 95650
City of La Quinta, CA
Permitting & Business Licensing Software Services
10. Acknowledgement of Addenda (Attachment 4)
If any addendum/addenda are issued, the proposer shall initial the Acknowledgement of
Addenda, included as Attachment 4.
ATTACHMENT 4
ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA
Must be executed by proposer and submitted with the proposal;
If no addenda has been issued, mark “N/A” under Addendum No. indicating Not
Applicable and sign
ADDENDUM NO. SIGNATURE INDICATING RECEIPT
Addendum #1, Questions and Answers