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SGCSSC August 16, 2024 Carley Escarrega City of La Quinta, California Subject: RFP — Project Management Software Dear Carley, SOLUTION GUIDANCE CORPORATION In accordance with your request, Solution Guidance Corporation (SGC) is pleased to submit our comprehensive proposal for subscriptions, professional services, training, and support and maintenance related to implementing ProjectTeam.com for the City of La Quinta (City) Public Works Department. We hereby declare that all personnel assigned to perform work for the City are free of any conflict of interest that could affect their impartiality or effectiveness in their duties. Thank you for the opportunity to provide this proposal. Should you have any questions concerning our response, please contact Mr. Dave Fall, VP of Operations, at 703-961-1602 x 1050 or via email at dfall@solutionguidance.com. Mr. Fall is located at our main office in Chantilly, Virginia, which is the same office that will service this project. Mr. Fall also has legal authority to execute a contract on behalf of SGC. All information and pricing provided in their proposal is valid for at least ninety (90) days from the date listed above. Established in 2002, SGC is an SBA -certified Small Disadvantaged Business (SDB), Woman - Owned Small Business (WOSB), and Economically Disadvantaged Woman -Owned Small Business (EDWOSB). We have over 20 years of experience providing Federal, State, Local, Education and private -sector clients with project management software and information technology (IT) services. The solution we offer, ProjectTeam.com, is a cloud -based, all -in -one solution for construction project management from planning to the post -construction phases that is an excellent fit for your requirements. ProjectTeam.com includes modules for construction management, project management, contract management, budget tracking, document control, and all other items listed in your scope of services. ProjectTeam.com is a secure and scalable solution which can be integrated into your other business critical applications. SGC looks forward to providing the City La Quinta with a state-of-the-art, robust project management software. Please contact me if you have any questions or require additional information about SGC at 703-961-1602 x 1050 or via email at kwitmer(a�solutionguidance.com. Sincerely, Kelyn A. Witmer, President/CEO 14291 Park Meadow Drive, Suite 150 Chantilly, VA 20151 Addendum Acknowledgement We have received and reviewed information in Addendum 1 and 2. Solution Guidance Corporation • 14291 Park Meadow Drive • Suite 150 • Chantilly • Virginia • 20151 Phone (703) 961-1602 • Fax (703) 961-1607 ro ect Management Software Submitted to: City of La Quinta, California 78495 Calle Tampico 1 La Quinta, CA 92253 Attn: Carley Escarrega, Administrative Technician cescarrega@laquintaca.gov Submitted by: Kelyn A. Witmer, CEO 14291 Park Meadow Drive, Suite 150 Chantilly, VA 20151 (703) 961-1602 x1050 kwitmer(a)solutionguidance.com RFP Response August 16, 2024 SSC SOLUTION GUIDANCE CORPORATION ProjectTeam This proposal includes data that shall not be disclosed outside the government and shall not be duplicated, used, or disclosed- in whole or in part -for any purpose other than to evaluate this proposal or quotation. The data subject to this restriction are contained on all pages of this - proposal. This proposal contains trade secrets and confidential business, or financial information - exempt from disclosure under the Freedom of Information Act. sec SOLUTION GUIDANCE CORPORATION ProjectTeam Contents 2. Firms Background, Qualifications, and Experience 3 3. References of California Government Agencies 4 Reference #1 — City of Dana Point, CA 4 Reference #2 — City of Madera, CA 5 Reference #3 — Chabot Las Positas Community College District 6 Expanded List of Past Performance to Demonstrate Depth of Industry Knowledge 7 4. Scope of Services 9 Introduction, Unique Qualities, and Intangibles 9 Construction Management 11 Project Management 12 Contract Management 12 Budget Tracking 13 Scheduling 14 Task Tracking 15 Workflow 15 Document Control 16 File System Templates 17 Exporting Reports 18 Integration Ability 19 Project Management Plan (Training, Software Setup, and Customization) 20 Key Staff and Resumes 23 Description of the Software, Platform, and it's Delivery 27 5. Complete Pricing List 32 6. List of Complementary Services 34 7. Setup and Training Options/Procedure 35 8. Integration Services/Options 35 9. Disclosures 35 10. Acknowledgement of Insurance Requirements (Attachment 2) 36 11. Non -Collusion Affidavit (Attachment 3) 37 12. Acknowledgement of Addenda (Attachment 4) 38 City of La Quinta, CA RFP — Project Management Software 2 sec SOLUTION GUIDANCE CORPORATION ProjectTeam 2. Firms Background, Qualifications, and Experience (a) Number of years in business SGC was established in 2002 as an SBA -certified Small Disadvantaged Business (SDB), Woman - Owned Small Business (WOSB), and Economically Disadvantaged Woman -Owned Small Business (EDWOSB) to provide program and project management system solutions to organizations in the owner, architectural, engineering, and construction (O/AEC) industry. SGC has been in business for 22 years. (b) Taxpayer identification number 02-0613167 (c) Number of years performing Software Management SGC has been in the business of helping state and local clients like the City with software management since our company was formed 22 years ago and have established a strong track - record of success. Our outstanding products and services have led us to successfully deploy project management software solutions for over 1,500 organizations, many of the world's leading O/AEC firms. (d) Firm ownership and incorporation information Firm Ownership Kelyn Witmer, CEO/President State in which firm is incorporated Delaware Date of incorporation May 13, 2002 (e) Parent company information SGC is not a subsidiary to a parent company. City of La Quinta, CA 1 RFP — Project Management Software 3 sec SOLUTION GUIDANCE CORPORATION ProjectTeam 3. References of California Government Agencies Reference #1 - City of Dana Point, CA (a) Client Name, client project manager, telephone number, and email address • City of Dana Point, California • Scott Fisher, PW & Engineering Construction Manager • (949) 248-3558 • sfisher(c�danapoint.orct (b) Project Description The City of Dana Point (Dana Point), with a population of approximately 34,000 residents, is known for its scenic coastal views and active community. The public works and engineering teams at Dana Point typically work on a diverse range of projects. These include infrastructure improvements, roadway and bridge repairs, stormwater management, park and recreation facility enhancements, and public building maintenance. By leveraging SGC's ProjectTeam.com, they have been able to improve efficiency, ensure better communication, and maintain high standards of project execution and oversight. Dana Point began using ProjectTeam.com in December 2021. During the implementation phase, Scott Fisher from Dana Point collaborated closely with Debra Rakes from our professional services team. Today, Scott and his team effectively utilize our solution to manage a variety of construction project management workflows, including correspondence, contract change management, payment applications, drawings, field reports, inspections, punch lists, and more. Over time, Dana Point has increased their number of users as more processes are integrated into the system, resulting in a centralized solution that streamlines project management tasks and tracking. (c) Project start and end dates December 2021 — Current (d) Staff assigned by firm Debra Rakes, SGC, Senior Business Consultant (e) Summary of final outcome Dana Point has had a very positive experience with ProjectTeam.com and has been using our solution to manage projects for the past three years. Today, Dana Point manages over 25 projects in ProjectTeam.com. City of La Quinta, CA 1 RFP — Project Management Software 4 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Reference #2 - City of Madera, CA (a) Client Name, client project manager, telephone number, and email address • City of Madera, California • Nicole Say, Administrative Analyst • (559) 661-3688 • nsay@madera.gov (b) Project Description The City of Madera (Madera), located in the heart of California's Central Valley, is known for its rich agricultural heritage and growing urban community. As the county seat of Madera County, the city plays a pivotal role in regional development. Madera's typical capital projects include infrastructure improvements, such as road expansions, bridge constructions, water treatment facilities, and public building renovations. Madera began utilizing SGC's ProjectTeam.com within their engineering department to streamline and enhance their construction project management processes. Recognizing the platform's potential, Madera expanded its usage across multiple city departments as new use cases emerged. Madera tracks project expenses by specific codes and phases, ensuring precise financial oversight. The city efficiently monitors expenses across fiscal years, facilitating budget planning and execution. Projects are categorized by department, allowing for organized and detailed financial tracking. Madera leverages ProjectTeam.com's capabilities to generate comprehensive project detail reports, providing transparency and accountability in project management. Madera also uses the drawings functionality to manage version control, ensuring that all revisions and changes are documented and approved systematically. This feature has been crucial in maintaining accuracy and consistency in construction plans and designs. Madera has implemented the visual workflow tool to manage various processes efficiently. With visual workflows, the city creates step-by-step approval flows for critical information, such as budget adjustments. This ensures that data follows a structured path from initiation to final approval, enhancing decision-making and reducing delays. With ProjectTeam.com, Madera has significantly improved its construction project management capabilities. By incorporating advanced features such as expense tracking, project reporting, drawings management, and visual workflows, Madera has optimized its operations, ensuring successful and efficient completion of capital projects. (c) Project start and end dates September 2022 — Current (d) Staff assigned by firm Debra Rakes, SGC, Senior Business Consultant (e) Summary of final outcome Madera has had a very positive experience with ProjectTeam.com and has been using our solution to manage projects for the past two years. Today, Madera manage about 20 capital projects in ProjectTeam.com including new parking lots, rehabilitation centers, playground maintenance, park complexes, and more. City of La Quinta, CA 1 RFP — Project Management Software 5 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Reference #3 - Chabot Las Positas Community College District (a) Client Name, client project manager, telephone number, and email address • Chabot Las Positas Community College District • Owen Letcher, Vice Chancellor Facilities, Bond Program and Operations • (925) 485-5277 • oletcher@cIpccd.org (b) Project Description The Chabot -Las Positas Community College District (CLPCCD), located in California, is dedicated to providing quality education and fostering student success through its two colleges, Chabot College and Las Positas College. With a mission to support academic excellence and community development, CLPCCD undertakes numerous capital projects to enhance its educational facilities and infrastructure. CLPCCD relies heavily on external consultants and contractors to manage their extensive range of projects. Acting primarily as overseers, the district ensures that all projects align with their strategic goals and standards. To facilitate this complex coordination and oversight, CLPCCD has adopted ProjectTeam.com as their primary project management platform. ProjectTeam.com enables CLPCCD to maintain comprehensive oversight of all ongoing projects. The platform's robust features allow the district to track project progress, manage documentation, and ensure that all tasks are completed on schedule and within budget. By utilizing ProjectTeam.com, CLPCCD can efficiently oversee the work of external consultants and contractors, ensuring that each project adheres to their rigorous standards of quality and accountability. CLPCCD has streamlined its project management processes using ProjectTeam.com, enhancing its ability to oversee and guide the work of its external partners. CLPCCD uses a variety of document types in ProjectTeam.com including RFIs, Field Reports, Inspections, Contracts, Change Orders, and more. (c) Project start and end dates September 2020 — Current (d) Staff assigned by firm Brian Rothery, SGC, VP of Professional Services (e) Summary of final outcome CLPCCD has had a very positive experience with ProjectTeam.com and has been using our solution to manage projects for the past two years. Today, CLPCCD manages around 30 projects such as campus water projects, building renovations, security management programs, and landscape development projects in ProjectTeam.com. City of La Quinta, CA 1 RFP — Project Management Software 6 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Expanded List of Past Performance to Demonstrate Depth of Industry Knowledge Based on our extensive experience with public agencies, SGC is uniquely qualified to deliver, implement, manage, and support a comprehensive project management software tailored for the City. We possess a deep understanding of the unique challenges public entities such as the City encounter, including navigating complex regulatory requirements, adhering to stringent security and compliance standards, and fulfilling specific operational needs. This expertise positions SGC to not only meet but exceed the expectations set forth by the City, ensuring seamless and efficient management of your new project management software solution. SGC currently holds the contract with the US General Services Administration (GSA) for system administration, support, and training of their Project Management Information System (PMIS) solution. SGC has played an integral role on this contract since 2008 and has been the prime contractor since January 2015. Additionally, SGC previously served as the prime contractor on the GSA PMIS operations and maintenance contract. On these contracts, SGC has proven our ability to manage and support a national user base of tens of thousands, managing thousands of projects at an exceptional level of service. GSA is just one of over 1,500 organizations that SGC has implemented and supported with their selection and implementation of construction management platforms during our 22 years in business. In various capacities, SGC has successful experience with: • District of Columbia Department of General Services (DC DGS) • Washington County (OR) • San Diego County Regional Airport Authority • Loudoun County Public Schools (LCPS) • Hawaiian Dredging Construction Company (HDCC) • And many more In addition to the work SGC has done with public agencies, we have supported over 1,000 commercial clients (AECOM, Jacobs Engineering, Hensel Phelps, Clark, Whiting Turner) with their deployment and support of program and project management applications. To provide further evidence of SGC's industry knowledge and specialization, we have provided an expanded list of organizations on the following page that SGC has worked with over the past ten years. For each of these clients, we have provided software solutions and services equivalent to your Section II Scope of Services: City of La Quinta, CA 1 RFP — Project Management Software 7 sec SOLUTION GUIDANCE CORPORATION Adolfson & Peterson AECOM Air National Guard Allegheny Millwork Alpha Corporation Amteck of Kentucky Architect of the Capitol Arcadis Baha Mar Ltd. Barton Malow Company Big -D Construction Bozzuto Construction Brailsford & Dunlavey, Inc. Brookfield Properties Broughton Construction Brown and Root Services Caldwell and Santmyer California State University CBRE CDR Maguire, Inc. Ceiba Groupe CH2M Hill Chabot -Las Positas Community College Chemonics International City of Dana Point, CA City of Gaithersburg City of Laguna Beach City of Madera City of Mason City of Roswell City of Upper Arlington Clark Construction Company Clark Realty Builders Cleveland Construction Company Coakley Williams Construction Inc_ College of Lake County Commercial Contracting Corporation Comtech Systems, Inc. Consultant Engineering, Inc. Dade Service Corporation DC DGS DC Fire & EMS DC Housing Dewberry DHHS/Dept of Health DKB, Inc. DOJ / Dept of Justice Dolan Mechanical, Inc. Donahoe Construction Dugan & Meyers Duke Construction, LLC Dustin Construction Enel Green Power North America, Inc. Envision Contractors Erie Affiliates Facchina Construction Company, Inc. Faithful + Gould FDA FDIC FEMA FL Caulfield & Sons Flour Focus Construction Forrester Construction Company Foulger-Pratt Construction Fon( Construction Franklin Construction Group Fuller Heating GC Engineering Management GDIT GE Johnson General Services Administration (GSA) Harkins Theaters Hawaiian Dredging HDR Inc. HESS Construction Hill International HITT Contracting Illinois Transit Authority Indianapolis Airport Invenergy Jacobs Engineering James G Davis Lend Lease Limited Brands Lockheed Martin Loudoun County Schools ProjectTeam Macomb County Madison Metro Sewerage Maryland Stadiums Nassau County National Park Services New York Times Company National Institutes of Health Nokian Tyres US Operations NY Developers O'Brien & Gere Okland Construction Pacific Retail Construction Parker Hammond Construction Parsons Corporation PB Americas, Inc_ Philadelphia Schools Information Tech. Pittsburgh Housing Authority Port Harbor Construction Power Engineers, Inc. Procon Consulting Pulte Hames Reactivate Rey -Mar Construction Sacramento Housing Auth. Sacramento Inter_ Airport Sarnet Corporation San Diego Co. Regional Airport Authority Shapiro and Duncan, Inc_ Shawmut Design and Construction Sheetz, Inc_ Sims Municipal, New York Social Security Administration Target Corporation Town of Payson, AZ United States Postal Service University of CA, Santa Barbara USAID Washington County, OR Washington Gas Williams Sonoma WMATA City of La Quinta, CA I RFP — Project Management Software 8 sec SOLUTION GUIDANCE CORPORATION ProjectTeam 4. Scope of Services Introduction, Unique Qualities, and Intangibles Throughout the requirements detailed in your RFP, there are common themes of ease of use, construction and project management, robust reporting, and the ability to adapt the solution to meet unique City requirements. These requirements align perfectly with what makes ProjectTeam.com a top-rated project management software solution. ProjectTeam.com is built specifically for government organizations like the City to manage both simple and complex programs and projects. ProjectTeam.com comes with all the standard processes outlined in your RFP document. However, you can also extend the default functionality by adding an unlimited number of custom forms, fields, workflows, and reports. Competitive construction project management software applications have default standard forms with a set of fields that they pre -determined for you. They choose what is important and you are required to mold your business processes to their static system. The result is unhappy users because either you can't find a spot for your data, or you're confused because there are too many fields. We take a different approach. With ProjectTeam.com, you mold the system to fit your organization. We know there is no way we could provide forms, fields, workflows, and merge templates that cover every possible use case, so ProjectTeam.com provides industry standard forms and fields, but also lets you easily customize the rest, and requires no modification to the base code (all configurations can be done by City administrators). This cuts down on extra time and costs often associated with less flexible applications and it provides you with a future -proof solution that scales with your organization. All customizations added have the same features as the system forms, including visual workflows, collaborative comments, and robust reporting. ProjectTeam.com is considered an "exact fit" solution because there is no limit to what you can manage on your projects using the customization features. Below is a summary of unique qualities also offered in ProjectTeam.com: • Unlimited Customization (Through Configuration) — ProjectTeam.com is the leader in customization ability for construction project management applications. There is no limit to the number of forms, fields, workflows, reports, and projects that can be created and managed within the system. All customizations are done within the user interface using a "what you see is what you get" (WYSIWYG) screen. For example, as shown in Figure 1 on the following page, the City can create a custom "City Inspection" form, and then create fields such as text for the title of inspection, date for date of inspection, picklist with three options for status, and even a formula to auto -calculate the total time it took to complete the inspection. This unlimited flexibility ensures that you never outgrow the system, and you're not forced to look for another new application 3 years from now. • Unparalleled Data Analytics/Business Intelligence Engine — While all project management solutions allow users to enter data into their systems, many fall flat when it comes to getting the data out of the system in a meaningful way. ProjectTeam.com provides best -in -class reporting and dashboarding tools that will allow the City to analyze data from any process and group, filter, and sort that data to help your team make better decisions. Unique reporting features including the ability to create unlimited custom reports, "chain" multiple reports together, and even schedule reports to automatically deliver to any email address on a recurring basis will allow your team to better understand project outcomes. • True Collaboration Ability — ProjectTeam.com is uniquely built for collaboration between both internal and external project stakeholders. The system offers many easy-to-use tools City of La Quinta, CA 1 RFP — Project Management Software 9 IR- XC- .josh Witmer - sec SOLUTION GUIDANCE CORPORATION ProjectTeam including collaborative commenting using the @ symbol to drive user specific notifications, visual workflows to show real-time progress for individual processes, and flexible action item assignments to keep everyone on the project accountable and up-to-date on their tasks. In addition to the features listed above, ProjectTeam.com collaborative architecture allows for all organizations on a project to connect and share data while maintaining ownership of that shared data. KEY TAKEAWAY ProjectTeam.com is an all -in -one, cloud -based construction project management software solution that is purpose built for government agencies like the City of La Quinta. Our solution offers many features that are not specifically listed in the minimum requirements including collaborative commenting, scheduled reporting, CIP planning, cross -project trend analysis, funding source tracking, and more. Organizations like the City choose ProjectTeam.com for its many unique qualities, including Unlimited Customization (Through Configuration), an Unparalleled Data Analytics/Business Intelligence Engine, and True Collaboration Ability. ProjectTeam.com is built and supported in the U.S. and is the most adaptable solution of its kind. The City can utilize standard features immediately and continue to adapt the system to meet future needs through best -in -class customization features, which are included in the base price. All features, including all customizations/configurations added, are controlled through security permissions and accessible on mobile devices including phones and tablets. ProIeCLTeam Meet ng Hall Renovation- [ All Search project forms... Step 1013. Choose field type Account Code codesAllows umrs to select a value frorn the list of account your company has set upon the Date Allovvs users to enter a date o Pick a dam from a popup Number (Currency) Allows users to enter a y dollar amount and allformatsthe field as a currency 2 Checkbox Allows users to (checked) select ed)& False Fs(unchecked) Email validatedAllows users to enter an email address, which is ensure proper foto at Phone Number Allows users to enter any phone number. Automatically makes the number clickable in view Collection valuesAllows users to enter for ac display in a table -like view. � fx Formula calculateAllows values to on simple and complex formulas, Picklist Allows users to select from a you define or e options from r an existing Micklist Option Set". Collection (Reference) Allows users to reMrence multiple `t a allleectionview.similar yce ncol Number Allows users to enter any number. Leading zeros are Picklist (Cascading) Allows users to choose values of a mcklist based on values of a previous picklist. Camel 1 Cost Period Allows users to select a mlue frorn the tperiods set he project, up on Number (Auto Number) A system -generated sequence number that uses a displer lomat you define. 0 Project Directory (Business) Allows users to choose from a list of businesses polect s BIU T Project Directory (Contact) Text (Multiline Rich Text (Multiline) Text (Single Line) URL Format) Allows users tO list of contacts in t 1 he prdect Allows users to enter Mrmatted characters on separate combination of letters and website address. ClicklgOSP frOrn a Allows users M enter up to Allows users to enter any Allows users to enter any vwiit Figure 1. Step 1 in the form customization wizard Although ProjectTeam.com was created specifically for the construction industry, it has quickly become a system that organizations like the City use to manage various departments and City of La Quinta, CA 1 RFP — Project Management Software 10 sec SOLUTION GUIDANCE CORPORATION ProjectTeam operational procedures. In ProjectTeam.com, users can manage the full lifecycle of any program and project, from planning through closeout. Users can define various project types which can be rolled into cross -project reports and dashboards for managing programs throughout your portfolio of projects. Most importantly, ProjectTeam.com was designed by experienced professionals from the owner, architectural, engineering, and construction industry. These individuals have decades of experience managing projects and programs from the perspective of the owner. ProjectTeam.com has been named "Most Promising Construction Technology" by CIOReview, "Top Construction Technology Firm" by Construction Executive Magazine, "Best Ease of Use" by Capterra, "Construction Technology Front Runner" by Software Advice, and a "Construction Project Management Software Category Leader" by GetApp. ® TOP TECH 2023 2023 .1Capterra BEST EASE OF USE Software', Advice CUSTOMER Of SUPPORT 2023 SofAdv%* MOST RECOMMENDED 2023 •> GetApp CATEGORY LEADERS 2023 Users Love Us To summarize, ProjectTeam.com is a software -as -a -service (SaaS), all -in -one construction project management software solution that exactly matches the requirements detailed in your RFP. We recognize the City's mission of providing reliable and efficient services while supporting your community, and our solution and services will augment your mission by providing you with a modern, easy-to-use, feature -rich, and effective solution for managing your programs and projects. As detailed throughout our proposal, we are committed to delivering outstanding professional services and providing an industry-leading software solution that will exceed your expectations. Construction Management ProjectTeam.com is built specifically to manage the full lifecycles of construction projects, and therefore includes a suite of pre -built construction management functionality. For example, ProjectTeam.com includes pre -built processes for tracking budgets, contracts, change orders, cost proposals, directives, drawings, emails, field reports, meetings, payment applications, potential changes orders, punch lists, requests for information, request for proposals, specifications, submittals, and more. For each form, users can utilize collaborative features including action items, visual workflows, comments, reference links, and attachments. All records of a certain type are automatically organized in a log format which allows users to search, sort, and filter data which helps them find information quickly (Figure 2 on the following page). ProjectTeam.com's collaborative platform ensures all stakeholders can access relevant information and contribute effectively to the project. By facilitating clear communication and collaboration, the platform helps prevent misunderstandings and conflicts, keeping projects on track and aligned with stakeholder expectations. City of La Quinta, CA 1 RFP — Project Management Software 11 Edit I Edit Edit I ECIC sec SOLUTION GUIDANCE CORPORATION ProjectTeam ProjectTeam CITY -001 Meeting Hall Renovation- Requests For Information shared with me AII Search project forms... rd- =- Josh Witmer f New J ❑ Official RFI R : Subject 8 Priority : Requested By : Date RequeHed : Due Date Created On - Related Shared ❑ 023 ❑ 022 ❑ 021 ❑ 020 ❑ 019 ❑ 018 ❑ 017 ❑ 016 ❑ 015 Location for water line Paul Miller (Trident 4/16/24 4/30/24 7/17/24 3:36 PM % 2 =1 15 splice Engineering) Concrete strength for CEID Matt Simpson (All -Hands 3/7/24 3/21/24 11/2/23 2:01 PM % =0 18 footings Engineering) Anchor bolt layout Ally Summers (A8C 3/14/24 3/28/24 11/2/23 2:01 PM % 10 18 Construction, Inc.) Dimensions for pile caps c Paul Miller (Trident 3/27/24 4/10/24 11/2/23 2:01 PM % k 0 18 Engineering) Elevator rails® Ally Summers (A8C 3/19/24 4/2/24 11/2/23 2:01 PM %0 cC 1 16 Construction, Inc.) Existing Ductbank Matt Simpson (All -Hands 3/18/24 4/1/24 11/2/23 2:01 PM % =0 18 Engineering) Moment frame Cr.123 Ally Summers (A8C 3/15/24 3/29/24 11/2/23 2:01 PM %0180 18 connections Construction, Inc.) Fire Sprinklers ® Paul Miller (Trident 3/14/24 3/28/24 11/2/23 2:01 PM % =0 18 Engineering) Steel joist connection® Matt Simpson (A11 -1 -lands 3/14/24 3/28/24 11/2/23 2:01 PM % 0 =0 18 detail Engineering) • Figure 2. Sample RFI log with ability to sort, filter, and search for data Project Management ProjectTeam.com will allow the City to manage the full lifecycle of each project. The City will be able to streamline planning process by allowing detailed project timelines and milestones to be established, ensuring that all aspects of the project are well -coordinated and on schedule. ProjectTeam.com enables the City to track every detail of their projects, from budgeting and procurement to progress reports and documentation, ensuring that nothing is overlooked. Additionally, the platform allows for efficient user assignment, enabling the City to designate specific roles and responsibilities to team members, fostering accountability and collaboration. Managing contractors will be simplified with ProjectTeam.com's robust communication and documentation tools, ensuring that all stakeholders are on the same page and any issues are promptly addressed. This holistic approach will lead to more efficient project execution, better resource management, and successful project completions for the City of La Quinta. Contract Management In ProjectTeam.com, there are two main areas to track information about vendor companies and contacts — the Business Directory and Project Directories. The Business Directory is the full listing of all vendors and contacts the City works with across all projects. The Project Directory is found within each project, and is a subset of the Business Directory, showing just vendors and contacts involved in the specific project. For each record, you can manage information about each vendor and contact such as general contact information, addresses, and project involvement. Inside of projects, the City can create and manage an unlimited number of contracts, which reference the vendors and contacts you manage in your directories. For each contract, you can track data related to scope of work, retainage information, schedule of value (SOV) line items, and more. Each SOV line item can be linked to an account code which helps to organize those commitments in your budget. All contracts are organized in a log view which makes it easy for users to sort, filter, and search for information quickly. Each record has panels to help organize information related to your City of La Quinta, CA 1 RFP — Project Management Software 12 sec SOLUTION GUIDANCE CORPORATION ProjectTeam contracts including attachments, action items, visual workflows, comments, and reference links (Shown in figure 3 below). ProjectTeam Meeting Hall Renovation- ( All Search project forms... + Contracts Contract: General Construction Contract Created By Josh Witmer (ProjectTeam, Inc.) on 4/19/24 at 3:10 PM Quick Navigation: Details Workflows Attachments Action Items Activity Reference Links SHARED WITH (3) View All ®s DETAILS Share B- %.'- Josh Witmer ✓ Approved, 4/19/24 ® ACTION ITEMS LShow complete/obsolete items Ed,1 r 111 O ACTIVITY General Drawings Specifications Incls, Excls, 8 Alts Other Exhibits Change Orders Comments Activity Subject General Construction Contract Contract # COS 808-2 Contract Date 11/3/23 Type Contract From Business Village of Royal Palm Beach From Contact Print New J Add @ to force a notification to users ❑ Make Private ®Josh Witmer 4/22/24 3:35 PM @Jack DiBattista did you check this yet? please advise. 0 Figure 3. Sample Contract form type with panels to organize related data Budget Tracking ProjectTeam.com comes with default system forms for tracking budget on projects. At the beginning of a project, administrators can set up Account Codes. Each Account Code can have an unlimited number of segments to match your existing financial structure. Once the Account Codes are added, either manually or via import, users can start to associate money to each Account Code using the Budget Item form. Budget Items can be added and eventually approved which locks each record. Once a Budget Item is locked, the only way to update values on the record is through a related form called a Budget Amendment. In that case, the original budget information and all amendments are tracked in a table view to help keep a history or all budgetary transactions for each project. All data, including budget, cost, and payment data, can be included in your reports and dashboards. Budget reports can show information related to expenditures, progress payments, invoice tracking, funding sources, and more. Users can set up reports to show any columns and include custom formulas to perform real-time calculations on the data. Each report can also include groups, sorts, filters, and more to display critical information in the way you require it (Shown in figure 4 on the following page). One of the best features within the reporting area to help distribute reports on a weekly, monthly, yearly basis is our "Scheduled Reporting" feature. With a scheduled report, you can set up a set of reports to automatically get emailed to any email address on a recurring day and time of your choosing. For example, you could say you want to receive your budget forecast report weekly, every Monday, at 8 AM. You could also have it sent to other members of the City for review. City of La Quinta, CA 1 RFP — Project Management Software 13 O Task Name : Task ID 0 Task Type = 10 Complete = Dumtioplannedn _ Task Actual Dur"*" Planned Start 0 Actual Start 0 GLmplete Created On . Related Shared sec SOLUTION GUIDANCE CORPORATION ProjectTeam nvaoz PFOjeCtTedm Veterans Park Pleyacepe ReplecameM- All- search prOJec[forms... ▪ ► Budget .fliunclalsnws_ • Gee, nM ▪ 0 Expm SOF • 995000110 32007010 seem wiuuo Ine•14 re Pie and 5 euapn enaaaovm oeno+.Jre ppulmxm Financial Status Report HIJOGET 00.11.1.11.9.111 euX.•i AMen'7vInIV, Revised xm.oa....m epaa e Budgel com 99.72 euxn • O•ankl 114..Wmia 0001100 TEMP.:FS., SHEDS 0001110 $0SISITE OFFICE ES SrunCTOH,641011 xOum S 01.01120 -TEMP-001LO- TEs • 01.01170 000SSIMPAIRKING.0710 STORAGE 9m -SART meww,noErw FENCE[11.01385. PREVEMICNDI 01. A.IS.CELLANE.5 DONSI.R.71C. 991.922 Sx 900 ra*1aAn SAO COO C0 $100 s 000 *1� sing 9901 000 99,000 Fa' SI 01000 1000.000SO 3.10 007 3.99 994927 b,xo,pn *1401 0.609,972 $710 COO 615,C00 616,. IMMO 97(1. 6,50,000 1 1 sr�1Oo 161. OOP sr.120. 91.120. sw 000 m mt1s s,m 412. • 912. 9020 000730. *097]9 *10,04 10 .d00 snap 9g 04y9 989.79.6 S.D.238 $.9.719 $70 77 *199y9 Propme 4ZamAl 8.08 00170 SO 4311.$00 10 01.5000 aa3=s 9.3''.;r7 438 1,51 O SO SI .000 $s. m r,= 70 la 000, We 90 SO 942000 0001.120 - fang,. m 93110 1 381 0,10 2 m w s 10,656 E SI S10 O0101150 -1.1154 COMM DPENSESn m OBIS 072 AG m °9°00° _it 1 SO sCXEouOixc fo 135 §13w,000 5g 1 *1/nmu(FLOSS, TRAVEL 20 OW 000 .0 . SO I20000• 0001700 PROJEG7 Si Figure 4. Example budget report with visualization and drilldown ability Scheduling ProjectTeam.com allows users to efficiently manage and monitor all scheduled tasks and milestones. By creating and maintaining a comprehensive list of tasks within ProjectTeam.com, project managers can oversee daily tasks, key milestones, and important deadlines (Figure 5). Schedule information can be imported from industry standard tools such as P6 and MS Project. This capability not only helps ensure that projects stay on track but also facilitates the early identification of potential delays or scheduling conflicts, allowing for timely adjustments. ProjectTeam MMeeelinoo1 — gHallRenovation- AI I Search projectforms... G- X. Josh Witmer. Schedule Tasks shared with me New 1 [ Print 1 O Mobilize ®. - 100 0 2 1/23/23 1/24/23 12 6/10/24 3:16 PM %0 X0 11 l Edit • Receive notice to proceed and sign contract CD 3 3 1/23/23 1/25/23 6/10/24 3:16 PM % X 0 11 O Submit bond and insurance 2 CD 100 15 14 2/8/23 2/7/23 6/10/24 3:16 PM % 0 X 0 11 documents Edit 1 Edit 1 O Prepare and submit project 3 schedule O Prepare and submit schedule 4 of values 100 23 25 3/9/23 3/10/23 : 8/10/24 3:16 PM % X 0 11 25 45 44 4/5/23 4/3/23 : 6/10/24 3:16 PM Rs 0 X 0 11 Edit l Edit O Obtain building permits 5 25 75 75 6/7/23 6/5/23 i i 6/10/24 3:16 PM @ 0 X 0 11 E411 O Submit preliminary shop 6 CD 25 32 35 10/1/23 10/11/23 [ j drawings O Submit monthly requests for 7 payment 4215 25 34 35 11/10/23 11/11/23 6/10/243:16 PM @0 X0 11 6/10/243:16 PM @0 X0 11 Edit E411 • Submit shop drawings and 8 nrrlcr Inns lead trams - stccl CD 100 7 7 11/17/23 11/18/23 : 6/10/24 3:16 PM ®0 X 0 11 2 3 Edit Figure 5. Organized list of schedule tasks per project City of La Quinta, CA 1 RFP — Project Management Software 14 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Furthermore, scheduled tasks in ProjectTeam.com can be linked to different areas of the platform, such as budgets, reports, invoices, resources, or risk management records. This helps ensure that all aspects of the project are aligned and that decisions are informed by the most current project data. ProjectTeam.com's user-friendly interface also promotes collaboration among team members by allowing them to access and update tasks based on permission access. A full activity history is maintained so you always know who and when users took each action. This accessibility ensures that all project participants understand their responsibilities and their timelines. It also encourages active participation and accountability, as team members can view the impacts of their tasks on the overall project timeline and vice versa. All data related to schedules, budgets, resources, and other areas is available in the reporting area. Task Tracking Action Items are a primary tool for tracking tasks in ProjectTeam.com. Action Items can be created from any screen and show up as a panel on forms. For example, a Punch List Item can also include an Action Item. Action Items drive automatic email notifications to the users assigned. Once completed, email notifications are sent back to the user that created the Action Item letting them know that it is completed. When users log into ProjectTeam.com, they are immediately presented with a dashboard that shows the Action Items assigned to them and Workflows in their court (Figure 6). These dashboards are also available on the main navigation bar, so users are always aware the tasks that are assigned to them and when they are required to complete each task. Action Items can be included in reports and dashboards. Reports can include filters that show only essential items if needed. ProjectTeam Projects - Welcome back, Josh ProjectTearn, Ind, OF jWit111er@PrOjecltear0.COi11 Action Items (18) V Overdue Due Today Due This Week Workflow (43) Overdue Due Today Due This Week Recent Activity Alf Projects Jimm Rich (ProjectTeam, Inc.) in Meeting Hall Renovation Request For Information: Concrete strength for footings Edited the Priority field 40 Barry Gaudette( ProjectTeam, Inc.) 0 in Meeting Hall Renovation Punch List Item: Item 034 - Hale in Wall Main Entrance O Shared this document to Josh Witmer Barry Gaudette (ProjectTeam, inc.) lir in Meeting Hall Renovation Punch List Item: Item 034 - Hole in Wall Main Entrance Created this document Josh Witmer (ProjectTeam, Inc.) in Meeting Hall Renovation Contract, Genera[ Construction Contract ACTION ITEMS D Overdue © Due Today Due This week 0 Create New View All Action Items... X- JoshWitmer - 712&12410:58 AM 7128(2410:57 AM 7128(2410:57 AM 7/25/24 4:25 PM Figure 6. Task dashboards shown on main user pages and navigation Workflow ProjectTeam.com is a project management software solution built specifically for managing construction programs and projects. As such, there are pre -built industry standard processes that City of La Quinta, CA 1 RFP — Project Management Software 15 sec SOLUTION GUIDANCE CORPORATION ProjectTeam the City can utilize very quickly after implementing the system. Pre -built, system processes included in ProjectTeam.com include budget amendments, budget items, change order, contracts, contract exhibits, cost proposals, directives, drawings, emails, field reports, meetings, payment applications, potential changes orders, punch lists, requests for information (RFIs), requests for proposal (RFPs), specifications, and submittals. Users can also manage all activities involved on projects including schedule tasks, activities, project milestones, and more. Each form type can be included in visual workflows (Figure 7). Administrators from the City can set up step-by-step processes and flow information from one step to the next based on actions taken. In a workflow, you can involve both internal and external parties. You can define number of days to take action, custom instructions at each step, and more. Workflows send automated email notifications to users telling them what they have been assigned. There are also workflow dashboards available throughout the application to help keep each user on top of what is in their court. • ProjectTeam MTv-Gm Meeting Hall Renovation - All - Search project forms... G✓- XC- Josh Witmer - © WORKFLOWS„al, ACTION ITEMS City Approval Workflow is in Progress (Step 2 of 6) Started 4/22/24 Step# Step Label 0 LETTER OF INTENT LOI APPROVAL CM= LOI FOR SIGNATURE CREATE PURCHASE C... Action Name ► Joshua Wilmer Started ProjectTeam, Inc. Step it Step Label 111 Letter of Intent Date Completed Notes 4/22/24 Action Name Date Completed Notes C Jack DiBattista Skipped ProjectTeam, Inc. ./ Joshua Witmer Passed ProjectTeam, Inc. 4/22/24 4/22/24 Due Date I Show complete/obsolete items IDACTIVITY Comments Activity Add @ to force a notification to users Josh Witmer 4/22/24 335 PM Due Date @Jaok DiBattista did you check this yet? please advise. 4/26/24 New ❑ Make Private I Post =o IDREFERENCE LINKS Search... New - Figure 7. Example visual workflow, currently pending at step 2 of 6 Document Control The document control features included in ProjectTeam.com have been designed to facilitate seamless collaboration and information sharing among project stakeholders. In ProjectTeam.com the City will be able to manage all document types listed in your scope of services including submittals, RFIs, reviews, plans and specs, correspondence, inspections, photos, reports, bid documentation, council reports, contracts and agreements, utilities, environmental, invoices, meetings, change orders/work directives, maintenance files, and outreach - notices, exhibits. Each document type has its own dedicated log view which will help to organize information within each project. They also include system functionality such as action items, workflows, attachments, reference links, and revision history to build a single source of truth for all project information. Users will have varying access to each document type which is controlled by City administrators. For example, depending on a user's role, they may have access to 5 document types but not others. City of La Quinta, CA 1 RFP — Project Management Software 16 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Within each document type, they will also have access to data fields that are appropriate for their role. Based on their user permissions, users can define which document types are their "favorites" and configure their user interface to display those favorites on their project homepage for easy access, shown in Figure 8 below. ProjectTeam Meeting Hall Renovation - Meeting Hall Renovation * Project Administration *Favorite Form Types 3 Lot Budget Amendments Budget Items Change Orders Contracts Coorespondences Inspections Drawings Issues Emails Meetings Field Reports Payment Applications fRequests For Information Risks Schedule Tasks Submittals Action Items Assigned To Me (3 Total) Design Review Meeting Tuesday Related to Drawing Package: Design Development Set Check in with Design Engineer ❑. Related to Request For Information: Dimensions for pile caps Upload documents for review Related to Request For Information: Location for water line splice Workflows In My Court (7 Total) CA Overdue: Jul 25) i�Today: Jul 28 Recent Photos View Album Configure Project Weather & Forecast Figure 8. Project homepage which displays a user's "favorite" document types File System Templates Users can upload and share various types of files, including PDFs, MS Office documents, photos, and more, through a simple drag -and -drop interface. In addition to uploading files, users can link documents using a URL between third party sites such as SharePoint or other locations if needed. This versatility ensures that all project -related documents, regardless of their format, can be centralized within the system, making them easily accessible to all project members. By accommodating a wide array of file types, ProjectTeam.com ensures that users can maintain comprehensive project documentation without the need to convert files or use external tools. Once files have been uploaded to the platform, users can open those files in a robust file viewer that allows markup annotations and real-time collaboration. This feature is particularly beneficial for construction projects where photos, drawings, and technical documents often require feedback and input from multiple parties. Users can highlight areas of interest, add comments, and suggest changes, all in real time and within the same interface. These annotations can be viewed and addressed by other project members, fostering clear communication and efficient decision-making. All files uploaded to ProjectTeam.com include file tracking and version history, so you always know who and when users are downloading or viewing information. Files in ProjectTeam.com can be organized into a custom folder structure determined by your administrators. There is no limit to the number of folders and subfolders the City can manage on a project. Once folders are established, users can "follow" the folders to receive an email each time a new file is uploaded to a folder (Figure 9). City of La Quinta, CA 1 RFP — Project Management Software 17 sec SOLUTION GUIDANCE CORPORATION ProjectTeam om ProjectTeam Meeting Hall Renovation- f All - Search project forms... Files shared with me Project Files Form Attachments Halted/Obsolete Files Project Files G✓- X- Josh Wilmer - Upload New Folder Name egio ▪ 01 - General Requirements R O Files 02 -1 Drawings and Specs 0 Files 03 - Contracts • 0 Files ▪ 04 -Closeout 0 Files 005-Filesancial * Fin ▪ 06 - Photos O Files ▪ 08 -Procurement 0 Files ▪ 09 - Schedule O Files Last Updated Shared Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM 11 11 11 11 11 Josh Witmer (ProjectTeam, Inc.) 11 4/19/24 at 1:17 PM Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM Josh Witmer (ProjectTeam, Inc.) 4/19/24 at 1:17 PM 11 11 O O O O Figure 9. Users can "follow" folders to receive emails about newly uploaded files Exporting Reports ProjectTeam.com comes with powerful reporting and dashboard capabilities, designed to transform raw project data into actionable insights. These features are tailored to provide comprehensive visibility into all aspects of construction projects, enabling better decision-making and project management. The platform comes with a range of pre -built reports, designed to meet the common needs of construction management, covering areas such as project progress, budget tracking, resource allocation, and more. These ready -to -use reports allow users to quickly access and analyze key project metrics without the need for additional configuration. In addition to the pre -built options, ProjectTeam.com offers extensive customization capabilities, allowing users to create their own custom reports. This flexibility is particularly beneficial for meeting the unique requirements of specific projects or organizational standards. The City, for instance, can design custom reports that align with its specific data collection standards, reporting formats, and analytical needs. Whether it's tracking specific municipal project milestones, compliance with local regulations, or custom financial summaries, the platform's custom reporting capabilities can accommodate a wide range of requirements. Reports in ProjectTeam.com can go beyond simple data presentation; they can include visualizations, such as charts and graphs, which make trends and patterns easier to discern at a glance. This visual approach to data analysis can be particularly effective for presenting complex information to stakeholders in an understandable manner. Reports can be exported to multiple formats including PDF, Excel, Word, and CSV. In addition to simply exporting reports, users can set up schedules for the reports to automatically deliver to any email addresses on a recurring basis. For example, you may set up an important "Project Progress" report to automatically send you your email as a PDF attachment every Monday at 8AM. City of La Quinta, CA 1 RFP — Project Management Software 18 sec SOLUTION GUIDANCE CORPORATION ProjectTeam ProjectTeam Meeting Hall Renovation - CITY -001 + ► Log View, Grouped by Ma... R Gening Staved • • • • ©I Export PDF s Export Excel Expos PDF Expos RTF Expos CSV All - Search project forms... G✓- 0 - Josh Witmer - 0t C) M t /2 FiM.. 16 22 v ProjectTeam Submittal Items Log Yew, Grouped by Material Needed On Site, Sorted by Item e CITY -001 Meeting Hall Renovation 02/25/2020 Itemg Subject Revision Date Reviewer Action Closed 033000-1.0 Cast -In -Place Concrete Mix Design 03/22/2017 Rejected False 033000-2.0 Cast -In -Place Concrete Shop Drawings 03/30/2017 Approved as Noted True 033000.3.0 Cast -In -Place Concrete 03/21/2017 Approved True 033000-4.0 2500 PSI Concrete Mix Designs 04/04/2017 Approved True 053100-2.0 Steel Decking Composite Floor Deck 03/29/2017 Approved False 053100-3.0 Steel Decking Accessories 03/30/2017 Approved False 055000-1.0 Metal Fabrications Paint Products 03/29/2012 False 055000.2.0 Metal Fabrications Grout 03/29/2012 False 055000-3.0 Metal Fabrications Shop Drawings 03/29/2012 False 055000.0.0 Metal Fabrication Welding Certificates 03/29/2017 False 061000-1.0 Rough Carpentry Wood 03/28/2012 Approved True 061000-2.0 Rough Carpentry Fire -Retardant -Treated Materials 03/29/2017 True 061000.3.0 Rough Carpentry Backing Panels 03/30/2017 False 064023-1.0 Interior Architectural Woodwork Shop Drawings 03/29/2017 False 064023-2.0 Interior Architectural Woodwork Samples 03/29/2017 False 064023-3.0 Interior Architectural Woodwork Strip Tables 03/29/2017 False 081113-1.0 Hollow Metal Doors and Frames Shop Drawings 03/22/2012 Approved as Noted True 081113-1.1 Hollow Metal Doors and Frames Shop Drawings 10/04/2017 Approved as Noted True 081113-3.0 Hollow Metal Doors and Frames Frame Anchors 03/29/2017 Rejected False 081113-0.0 Hollow Metal Doors and Frames Stops and Moldings 03/15/2017 No Exceptions Taken True 081433-1.0 Stile and Rail Wood Doors Shop Drawings 03/20/2017 False 081433-2.0 Stile and Rail Wood Doors 03/29/2017 Rejected False 0930000.0 Ceramic Tile Samples First Floor Bathroom 11/03/2012 Approved True Count: 23 Figure 10. Example Submittal Items report with ability to export to different formats Integration Ability We understand the importance of seamless integrations in today's interconnected business environment. To ensure that our users can leverage the full potential of their existing systems alongside the ProjectTeam.com platform, we offer robust integration capabilities through the "ProjectTeam Data Bridge" tool. This advanced tool is built upon the reliable Workato platform, known for its ability to connect applications, automate workflows, and streamline business processes. Our integration capabilities extend to a variety of business -critical applications, ensuring that ProjectTeam.com works with the tools the City users rely on daily. By connecting ProjectTeam.com with these applications, users can enjoy a unified system where data flows seamlessly between platforms, enhancing efficiency and reducing the risk of data inconsistencies. We approach each integration project with a tailored mindset. Our process begins with a comprehensive analysis of the integration requirements to understand the specific objectives, data flows, and system interactions needed. Before providing price and scope for any integrations, it's important that all requirements are fully fleshed out. This detailed upfront planning ensures that the integration not only meets the immediate needs of the City but also aligns with its long-term strategic goals. As integration needs arise, our team will work closely with the City to map out the integration landscape, identify potential challenges, and design a solution that delivers maximum value. City of La Quinta, CA 1 RFP — Project Management Software 19 sec SOLUTION GUIDANCE CORPORATION ProjectTeam ProjectTeam API ProjectTeam Event Handlers ProjectTeam Core ProjectTeam Data Bridge Operations: Authentication Transformations Data Mappings �O -c.,111c1N.Y1:1 - Cloud -based Applications ProjectTeam Databridge Agent On Premise Applications ProjectTeam Data Client Data Figure 11. Integration diagram, showing data flowing in/out of the ProjectTeam Data Bridge Project Management Plan (Training, Software Setup, and Customization) SGC's proven project management methodology will be used to complete the implementation of ProjectTeam.com for the City. ProjectTeam.com itself will be the system of record for the implementation providing the City core team immediate exposure to the COTS product. The lifecycle of the project will progress through the following phases and milestones. The workplan below identifies the necessary resources, subtasks, and City staff required to ensure a successful implementation. Project Initiation Upon receipt of a notice to proceed the SGC PM will mobilize the team and facilitate the following tasks. • Project Setup: Utilizing an Implementation Project Template in ProjectTeam.com, the SGC PM will create a new pre -configured project with the forms, workflow, and reports required to effectively manage the implementation of ProjectTeam.com for the City. This will include forms required for contract management, change management, requirement capture, detailing scope, capturing meeting minutes, and a file repository. All team members will have access to the project and be provided training to efficiently navigate, review, and submit data. • Internal Handoff Meeting: The SGC PM will facilitate a meeting between the proposal team and the implementation team to review the RFP and proposal to provide a knowledge transfer of any written and verbal commitments made to the City. Meeting minutes will be captured in ProjectTeam.com and made available to the internal implementation team for reference. • Kickoff Meeting: Within five business days of the notice to proceed the SGC PM will facilitate a kickoff meeting between all parties. The objective of this meeting is to introduce the teams, review the contracted scope, and discuss the implementation process. Meeting minutes will be captured in ProjectTeam.com and made available to all parties for future reference. City of La Quinta, CA 1 RFP — Project Management Software 20 sec SOLUTION GUIDANCE CORPORATION ProjectTeam • Implementation Team Training: Prior to moving into the planning phase, the City Implementation Team will be provided ProjectTeam.com training to get familiar with both the end user experience and the capabilities of configuration. This training will provide insight to the City team that will make the planning phase more productive and efficient. Project Planning After all Project Initiation tasks have been successfully completed and approved by both the City and SGC Project Managers the Project Planning phase will begin. The planning phase begins with a series of discovery sessions that can be conducted in-person or virtually. SGC's structured, detailed planning process utilizing the following tasks will set the City up for a successful implementation. • Discovery: Discovery sessions will be facilitated by the SGC PM with the objectives of defining measurable requirements and designing the scope needed to meet or exceed those requirements. Sessions will include the review of currently documented processes and procedures, interviews with City subject matter experts, and working sessions between the City and SGC teams. • Requirements Management: Throughout the planning phase the SGC PM will capture information regarding each requirement such as requirement number, source, requirement description, how it will be measured, what measurement is considered success, and traceability to the scope needed to meet the requirement. The requirements will be baselined at the conclusion of the planning phase with the approval of both parties. • Scope Management: The SGC team will capture information regarding the scope that must be performed to meet the requirements. Scope could be configuration of a form, defining workflow, creating a merge template, authoring a report or dashboard, developing an integration, migrating data, producing training materials, etc. Each scope item must be clearly defined and traceable to a requirement. After validation, items will be prioritized and assigned to SGC team resources. • Project Status Meetings: Weekly status meetings will be facilitated by the SGC PM to review previous week's progress, priorities for the following week, and current roadblocks. Meeting minutes will be captured in ProjectTeam.com and made available to all parties for future reference. Project Execution The Planning and Execution phases will overlap as scope is clearly identified and validated. Throughout this phase the SGC Implementation Team will execute on the validated scope with oversight by the SGC PM. The following tasks will be utilized during this phase. • Requirements Management: Requirement progress will be updated on a weekly basis prior to Project Status Meetings. As the agreed, acceptable measure of a requirement is met, the SGC PM will workflow the requirement to the City PM for acceptance. With acceptance all parties agree that no further scope is required for that requirement. If changes are needed to the requirement after the planning baseline the change control process will be followed. Upon conclusion of the change control process the requirement change will be populated in the change history of the requirement and additional scope required for the change will be developed per the Planning process previously described. City of La Quinta, CA 1 RFP — Project Management Software 21 sec SOLUTION GUIDANCE CORPORATION ProjectTeam • Scope Management: As scope becomes available for execution it will be assigned to SGC resources. While performing the scope the resources will work with the Design POC identified for that scope to address questions and validate assumptions. Additionally, they will report progress to the SGC PM on a weekly basis. • Change Control Process: As changes or additions to requirements or scope are identified they will pass through a structured process that focuses on impact to cost, schedule, existing requirements, and project objectives. The SGC PM will submit their analysis to the City PM for review, feedback, and approval. Upon approval the change will be incorporated into the implementation process in the planning phase and managed accordingly. • Project Status Meetings: Weekly status meetings will be facilitated by the SGC PM to review previous week's progress, priorities for the following week, and current roadblocks. Meeting minutes will be captured in ProjectTeam.com and made available to all parties for future reference. Project Close-out With all requirements and scope accepted by the City, SGC will begin the close-out process with the following tasks. • UAT Training: The City implementation team will be re-trained in ProjectTeam.com on their configured solution. This training will provide the team with an in-depth understanding of the solution from an end user's perspective to facilitate efficient execution of user acceptance testing. • User Acceptance Testing: The City implementation team will be responsible for end-to-end testing of their configured solution. This will provide the team with a final opportunity to discover any design or implementation issues with the solution prior to go -live. The SGC team will not be actively engaged so as not to taint the testing but will be on-call to provide support, as necessary. Issues discovered during UAT will be documented in a Project Punchlist and reviewed with the SGC team at the conclusion of testing. • Prolect Punchlist: Items identified during UAT will be reviewed and classified by the SGC PM as a defect or change. All defects will be assigned to SGC resources to remedy and submit for approval. Completed defects will be approved by the SGC PM prior to submission to the City PM. If the issue is deemed to be a change it will follow the change control process identified in the previous phase. • Training: With the implementation substantially complete the SGC trainer will work with the City to schedule a series of training sessions for Administrators, Internal Users, and Vendors. These sessions will be virtual, instructor -led training with a focus on best practices for adult learning. • Support Hand -Off Meeting: Once all contractual obligations have been met the SGC PM will facilitate a meeting between the City Administrators and SGC support team. The objectives of the meeting are to introduce the two teams and review protocols for providing on-going support to City. City of La Quinta, CA 1 RFP — Project Management Software 22 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Key Staff and Resumes SGC is committed to supporting the City's success on this project management software implementation. To eliminate the risk that is sometimes introduced when staffing a portion of a team with subcontractors, SGC is proposing to perform the entire scope of this contract with SGC employees. The team outlined and highlighted in yellow below, has worked together on over thirty (30) ProjectTeam.com implementations of similar size and scope. Although we reserve the right to modify the implementation team for the City based on timing and availability of our resources, this experienced team is prepared to execute this project from planning to completion, and lead the City to the successful implementation of ProjectTeam.com. S4C SOLUTION GUIDANCE CORPORATION Kelley Witmer CEO/President ProjectTeam CONNECT. SHARE. COLLABORATE.® Troy Clark Director of IT Brian Rothery VP Professional Services Pete Gouty Sr. Cloud Operations Dave Fall VP Operations John Bunch Sr. Project Manager Chad Lawrence Technical Integration Lead Additional Staff IT/Managed Services Additional Staff Business Operations Loretta Maine Project Manager Additional Staff Professional Services Karen Tracey Sr. Development Lead Additional Staff Development/Engineering Overseeing the program with full accountability will be John Bunch, Sr. Project Manager. As the City's primary point of contact, Mr. Bunch will have the authority to act on SGC's behalf for all aspects of the implementation including scope, schedule, cost, and resourcing. Mr. Bunch is responsible for oversight of all work on the project. He has hand-picked the proposed leadership team based on their prior experience and professional expertise to align with the City's requirements and needs. Ms. Loretta Maine, Implementation Lead, will be responsible for design and configuration of the solution. Ms. Maine will work with your core team to define, configure, and test the City's requirements and standards. After initial implementation, she will consult with the you to provide guidance and recommendations. Available to Loretta is an internal resource pool of certified implementation consultants and report writers to assist with workload at her discretion. Mr. Chad Lawrence, Technical Lead, will be responsible for integrations and other technical requirements that arise. Mr. Lawrence will work closely with the implementation lead to ensure that all technical deliverables complement the configured solution. He has a pool of technical consultants available to assist with workload as needed. To further support the success of the City, Mr. Bunch will have a direct line of communication to the Brian Rothery, SGC's VP of Professional Services, and Josh Witmer, Product Manager for the ProjectTeam.com product line. This will allow enhancement requests and product issues to be immediately evaluated by the development team. (Resumes shown on the following pages) City of La Quinta, CA 1 RFP - Project Management Software 23 sec SOLUTION GUIDANCE CORPORATION ProjectTeam John Bunch (20 Years of Experience) Security Clearance: MBI clearance w/ US General Service Administration Certifications: ProjectTeam.com Product Certified Meridian Systems Education Certifications Program — Proliance Certified Meridian Systems Product Certifications Program — Proliance Certified Education: Masters Business Administration, 2002, Pepperdine University, Malibu, CA Economics, 1999, University of Utah, Salt Lake City, UT Contractor's Project Role and Ability for Effective Performance Mr. Bunch has over 20 years serving the Construction and Real Estate Industries in the field and as a management consultant. John has proactively managed and supported successful implementations and managed services projects. His experience includes implementing PMIS, ERP, Scheduling, Sales and Purchasing applications for government, Fortune 500 and regional clients. Contractor's Experience Summa ✓ 10 years of V 5 years of 8 years of 20 years of experience experience experience with experience in the managing projects, managing the local, state, and Construction programs, and implementation of federal agencies Industry teams PMIS solutions • elevant Ex • erience (More Available on Request) Department of General Services — Washington, DC Currently serving as an implementation consultant for the DGS implementation of ProjectTeam. Mr. Bunch works on the data migration, system configuration, report development, end user documentation and end user training. General Service Administration — National Served as the ePM SAS&T Project Manager, ePM Zone System Administrator, National Trainer and Regional Trainer. Mr. Bunch developed reporting, training, and process documentation, and managed many special initiative projects. Lennar — Miami, FL Managed the development of the national PMO program, processes, and tools to manage future acquisitions. Managed the construction and account migration and data validation for five acquired divisions. mployment Hi • April 2020 — Current, Solution Guidance Corporation, Senior Solution Specialist • April 2017 — September 2019, RealFoundations, Inc., Real Estate Management Consultant • September 2009 — April 2017, Various Contracts, PMIS Consultant to the GSA • January 2003 — January 2009 RealFoundations, Inc., Real Estate Management Consultant • Aug 1999 — December 2002 Hensel Phelps Construction Co., Office Engineer City of La Quinta, CA1 RFP — Project Management Software 24 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Loretta Maine (17 Years of Experience) Security Clearance: MBI clearance w/ US General Service Administration Certifications: ProjectTeam.com Product Certified LEED AP Certified 1 2007-2019 Contractonroject Role and Ability for Effective Performa Ms. Maine has over 17 years' experience within the Construction and Technology Industries. As a PMIS administrator for a general contractor, Loretta gained an in-depth understanding of how technology, if properly implemented, can differentiate a contractor from their competitors and provide project owners with immediate value. Leveraging that experience and her product knowledge, Ms. Maine has designed and implemented successful solutions for her clients over the past 3 years. ontractor's Experience Summary V 17 years of experience 10 years of experience 3 years of experience in the Construction implementing, training, with federal agencies Industry and supporting PMIS solutions Relevant Experience (More Available Upon Reques National Park Service (NPS) — National Ms. Maine played a vital role in the design and configuration of NPS's national implementation of ProjectTeam.com. In addition, she leads the training and deployment team supporting NPS's ongoing use of ProjectTeam.com. DC Fire and Emergency Management System (DC FEMS)— Municipality As the lead consultant, Loretta implemented a solution for DC FEMS, using ProjectTeam.com, that exceeded expectations. She designed an efficient solution to meet their complex program and budget management requirements that was well received by end users. General Service Administration (GSA) — National Served as the National Systems Administrator for GSA, Ms. Maine was involved on the contract for the implementation, support, training, and administration of GSA's PMIS solution. Employment Histo 2021 — Current, Solution Guidance Corporation — Business Consultant 2006 — 2020, Crossland Construction Company - PMIS Administrator City of La Quinta, CA 1 RFP — Project Management Software 25 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Chad Lawrence (25 Years of Experience) Education: Psychology, minor in Cognitive Science, 1996, University of California, San Diego (Revelle College), Honors at Entrance Contractor's Project Role and Ability for Effective Performance Mr. Lawrence has over 25 years' experience within the construction technology industry, with all aspects of the design -develop -support lifecycle of industry leading PMIS software, including advanced customization, integration, and support of business applications, with a focus on project controls and financial reporting for commercial construction Contractor's Experience Summa 24 years of experience designing, ✓ 23 years of 25 years of experience delivering, and supporting shelf- experience with supporting the project product and custom software local, state, and management technologies solutions for construction project federal agencies of commercial management construction - elevant Experience (More Available on Request Custom Financial Integration, ProjectTeam with Sage 300 Construction and Real Estate Provided feature definition, quality control, support, and redesign of custom integration of construction project financial information between project management and accounting systems Custom Task Integration, ProjectTeam with TerraGo StreetLights, GIS Field Task Management Provided feature definition, development, quality control, delivery, support, and redesign of custom integration of construction task management data between project management and field GIS management system that supports mobile devices Custom Financial Integration Solution, ProjectTeam with QuickBooks Online Developed a custom integration solution of project costs between online project management solution and online accounting system. mployment History • May 2021 — Current, Solution Guidance Corporation, Senior Technical Consultant • June 2004 — March 2021, BuildingPoint Pacific, Technical Consultant • July 2000 — June 2004, Chameleon Software, Senior Consultant • April 1997 — July 2000, Meridian Project Systems, Consultant (Integrations and Customization) City of La Quinta, CA 1 RFP — Project Management Software 26 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Description of the Software, Platform, and it's Delivery Is software desktop/local or cloud -based? ProjectTeam.com is cloud -based. How frequently is the software updated? We develop our product using agile methodologies, which means we constantly improve the platform. Our approach to developing ProjectTeam.com enables us to respond rapidly to the evolving needs of our users and the dynamic nature of the construction industry. Typically, we release a new version into production once every quarter (-4-6 times per year). This schedule allows us to systematically incorporate valuable user feedback and introduce new features as per our product roadmap. Releases are performed during off hours, typically on weekends, and after system notifications have been sent to users. These notifications detail the expected duration of the release window, typically less than one hour, ensuring users are well-prepared for any temporary disruption. During that time, if a user tries to access the application, a message is shown telling the user that the application is undergoing scheduled maintenance and will be back soon. This message reassures users that the downtime is planned and temporary and provides information on when they can expect to regain access. Once the release is complete, users can log in and access the new features and enhancements. Our team ensures that all new functionality is documented and that appropriate resources are available to assist users in adapting to any changes. Describe the technology or system requirements including servers/memory/storage if applicable. ProjectTeam.com is built with the most modern and secure cloud technologies which means there is no software to install, updates to deploy, or physical hardware to manage. City users will be able to easily and conveniently access project information from any device at any time using their preferred web browser. If cloud-based/hosted, please list how many times over the past two years the system was unavailable to clients. Describe the back-up system in place, including disaster recovery or business continuity plans. ProjectTeam.com is 100% cloud -based and has had zero unexpected downtime hours in the past two years. We commit to an uptime expectation of 99.99%. This level of reliability means that we anticipate less than one hour of downtime per year, not counting scheduled maintenance, ensuring that your projects keep moving forward without significant interruption. Our partnership with Amazon AWS enhances our ability to mitigate risks and ensure business continuity for our clients. AWS's comprehensive set of cloud services, including redundant data storage, failover technologies, and geo-replication capabilities, ensures that ProjectTeam.com remains available, resilient, and secure against various forms of disruptions. We continuously monitor our systems to ensure they meet our uptime standards. Our team is equipped to respond promptly to any incidents, minimizing potential downtime and rapidly restoring full functionality. In the unlikely event of a disruption, we are committed to transparent communication with our users, providing timely updates until resolution. Describe all security measures and disclose any hosting partners if applicable. City of La Quinta, CA 1 RFP — Project Management Software 27 sec SOLUTION GUIDANCE CORPORATION ProjectTeam The ProjectTeam.com platform is 100% cloud -based and has a partnership with Amazon AWS as their primary provider for Infrastructure as a Service and Platform as an International Service vendor. Amazon AWS datacenters are designed to meet ISO/IEC 27001/27018, SOC 1, SOC 2, CSA, PCI DSS, HIPPA, as well as country -specific standards like Australia IRAP, UK G -Cloud, and Singapore MTCS. Our primary datacenter is designed to meet the Uptime Institute's Tier IV datacenter standards and incorporates multiple active power and cooling distribution paths, has redundant components, and is fault tolerant: providing 99.95% availability of those functions. Power availability is enabled by a facility- wide uninterruptable power supply (UPS) and on-site generators. In the event of any local/regional blackouts or disaster, the datacenter would continue to provide uninterrupted power to systems for several days without refueling of the generators. Cooling at Switch is a patented; state-of-the-art system that completely separates cold and hot air flows. This proprietary design allows for highly dense computing environments that many other datacenters cannot support. To go along with many backend security features, the user interface of ProjectTeam.com provides best -in -class security features such as single sign on (SSO), two -factor authentication (2FA), and role -based security permissions. For example, there are default roles including Company Administrators, Project Administrators, and Standard Users. Each administrator type has different access to features such as user management, project creation, form and field access, account code setup, system customizations, merge template setup, and standard report configuration. ProjectTeam projects - GENERAL SE': • Company Details I® tlse•s i PrajeUs D Business Directory I; DM VANY tiIAN nAH[1!: ® Company Form Types O' Company Fields 8 Company Merge Templates ® Company Reports Users © 40 of 75 A 29 of 300 Subscriptions Ekterttal Contributors Managed Linma Oiled Managed Users From My Company Snow deactivated. users Full Namu - • Andrea Foss Active Cirecwry User Austin Morris Peeled Manager Barry Gaudette Brad Witmer -!- X- Joshua Witmer - 12/30/25 Contract End Date New Work Email Addreaa Z Va. Type Last Login c a[oss@projecneam_com Standard 11724170 at 10=30 AM amomisrprojectteam.corn Administrator 7121/20 al 2:04 PM BGaudette@Projectteam.com Administrator 5124/20 at 3:55 PM bwitrnergiprojectteam.com Administrator 3114124 at 10:52 AM In addition to the default roles, City administrators can create an unlimited number of custom roles, which we call "Share Groups", to provide access to features such as folders, workflows, reports, forms, fields, and more. Every feature of ProjectTeam.com is controlled by access given to roles. Both internal City users and external users can be included in your custom Share Groups. Users can be included in multiple Share Groups if needed. Share Groups can be included in project City of La Quinta, CA1 RFP — Project Management Software 28 sec SOLUTION GUIDANCE CORPORATION ProjectTeam templates which help to maintain consistency across your portfolio of projects. All users and their roles can be maintained at the company level or inside each individual project. Describe the historical data the software maintains. The City can manage an unlimited number of projects using ProjectTeam.com, and there is no requirement to offload completed projects at any point. The City can maintain historical projects within the system and include those in cross -project reports to measure key performance indicators (KPIs) over time. However, if the City wants to archive information, we offer many tools to quickly download data in their native format. For example, users can create archive reports and export to Excel, Word, PDF, and/or PDF. City users will also be able to batch download file -based data through the file management system by choosing folders and downloading to a zip file. Provide an estimated implementation timeline and describe how existing data will be imported into the software. ProjectTeam.com is an advanced cloud -based Construction Project Management Software solution. One of our primary objectives during its development is to ensure a seamless and hassle -free implementation experience for our clients. By utilizing a cloud platform, ProjectTeam.com eliminates the need for software installation, manual updates, and hardware management, making it convenient for organizations to adopt and utilize. The typical duration for implementing ProjectTeam.com based on the requirements defined in your solicitation is between 2-4 months and is dependent on each organizations requirements, complexity of projects, and level of customizations and report writing needed. ProjectTeam.com includes "import" features related to each form that will aid in the migration of data if needed. Our detailed implementation plan, detailed above in this section, describes our expectation for your level of involvement during the implementation process. We will host meetings to first learn about your processes in detail and then implement solutions using ProjectTeam.com to meet and exceed your requirements. In addition to discovery sessions, we will host project status meetings, UAT testing discussions, and close-out meetings to make sure your team feels completely comfortable using the application. What integrations are a part of the service, and which require additional fees? Although we offer integrations with over 250 other applications, none of the integrations offered are included as part of the core platform. ProjectTeam.com is an all -in -one construction project management solution that includes features to document management, financial management, file management, and reporting. The majority of our clients do not require additional integration. List resources provided for customer service, technical support and training, including business hours available and average response time for technology -related inquiries. Our customer support staff is trained extensively on the ProjectTeam.com application to ensure quality support service. With 40+ years combined experience, rest assured, your inquiry will be routed and assigned to a qualified Technical Support Representative. We strive to maintain long- term customer relations that cultivate customer loyalty. Because we are passionate about providing world-class support that exceeds our customer's expectations, our team is committed to service that goes well beyond the normal technical support. City of La Quinta, CA 1 RFP — Project Management Software 29 sec SOLUTION GUIDANCE CORPORATION ProjectTeam Address 14291 Park Meadow Drive, Suite 150 Chantilly, VA 20151 Telephone (703) 961-1607 (Option 6) Email support@solutionguidance.com Web https://www.solutionquidance.com Online Help Center https://help.projectteam.com SGC/ProjectTeam Help Center Users may access the online help center at any time. Search the knowledge base for 24/7 access to online support articles, release notes, and more. The online help center also includes a chat option which utilizes intelligent bots and powerful automation to provide instant answers to users. The chat bot is integrated with the help center and will suggest articles related to user questions. Members of our customer support team monitor the chat application during standard support hours and intervene as needed. Conversational support is faster than traditional support methods and allows for personalized and comprehensive assistance. Support Email Submissions Users may submit support cases via email 24 hours a day, 365 days a year to support@solutionguidance.com. A customer support team member will acknowledge the receipt of the email and create a support case during normal support hours. Users will receive additional emails throughout the case resolution process to stay informed and up-to-date on all questions. Case Accountability Once a case has been assigned, your customer support team member will continue to be accountable throughout the life of the support case, even if it is escalated to research and development. Our representatives are empowered to engage all necessary team members needed to resolve a case. All cases are entered into our internal ticket system that tracks stats such as resolution time and other metrics. Monitored Cases All cases submitted will be monitored for resolution. SGC management and our customer support team will be automatically notified if a case is not being addressed in the appropriate time frame. See `Severity Definitions & Resolution Goals' for details on severity levels, response times, and resolution goals. Remote Access Services SGC customer support team members may use web based remote access technology (Zoom, MS Teams, etc.) when required. Remote access software allows the support team members to securely access our customer's environment to troubleshoot and resolve issues. Live calls and remote meetings also help foster a positive and trusting relationship with users. Severity Definitions and Resolution Goals City of La Quinta, CA 1 RFP — Project Management Software 30 sec SOLUTION GUIDANCE CORPORATION ProjectTeam SGC understands those times where business has come to a halt and immediate attention is required. To avoid delay in resolving downtime related high severity issues and yet respond to those 'how to' inquiries, an easy -to -read matrix has been created to assist you in quickly determining the level of severity when reporting an issue. The level of severity determines the estimated response time and resolution goal. While the customer support team reserves the right to determine the level of severity throughout the life of the support case, examples are provided for you to use to help us understand your business impact. Please use this Matrix accordingly when submitting a support case. Note: Response times & resolution goals are provided as estimates and not to be construed as a promise of delivery. In most cases, support inquiries are handled faster than the matrix below. Response times and resolution goals are noted in business hours. Severity Definition Response Time Resolution Goals Severity 1 Loss of service Unable to log in Application is severely limited Data corruption Critical business impact Immediate: Client should call or email directly into customer support (703) 961-1607 (Option 5) support(c�solutionquidance.com Commence immediate action upon receiving the case. Resolve or escalate within 2 hours. Assemble critical response team within 24 hours. Severity 2 Non-critical issues Application is limited Workaround exists but not feasible Medium daily business impact 4 hours: Calling is recommended, email or online help center is optional 24-48 hours to resolve or escalate the case. Severity 3 Practical workaround exists "How-to" questions Business impact is minimal Enhancement requests 24 hours: Email is preferred and submitting requests via the online help center is optional 2-5 days to resolve or escalate the case. City of La Quinta, CA 1 RFP — Project Management Software 31 sec SOLUTION GUIDANCE CORPORATION ProjectTeam 5. Complete Pricing List ProjectTeam.com has two different user types, internal users, which we call Subscribers, and external users, which we call Contributors. Based on the details provided in the RFP and answers provided in Addendums 1 and 2, we are providing the following explanation of our pricing and tiered pricing structure. Subscribers $840/user/year Contributors $229/user/year Users of each type are sold in blocks of five (5). Also, for this proposal, we are offering four "free" Contributors for every one Subscriber license purchased. Therefore, based on our understanding of the RFP requirements and addendum, we propose: Subscriptions: License Type Qty Cost Per User Subtotal Subscribers 15 (3 blocks of 5) $840/user/year $12,600 Contributors (Free) 60 (12 blocks of 5) $229/user/year $0 Total $12,600 Professional Services: Services Item Description Subtotal 2 -Month Term Professional Services Services provided throughout implementation, user acceptance testing, and training. $9,500 Total $9,500 Annual Recap: Year Subscriptions Services Year Total Year 1 $12,600 $9,500 $22,100 Year 2+ $12,600 $0 $12,600 Total Cost (Assuming 3 Year Agreement) $47,300 Average Yearly Cost (Assuming 3 Year Agreement) $15, 766 Integrations: See additional information on the following page. City of La Quinta, CA RFP — Project Management Software 32 sec SOLUTION GUIDANCE CORPORATION ProjectTeam ADDITIONAL REQUIRED SOFTWARE AND SERVICES FOR INTEGRATIONS We recognize the City of La Quinta's (City) desire to integrate your new project management software with other existing systems. We have included estimated pricing for integrations. These integrations are made possible by using the PT Databridge. The cost components of completing the integrations are a.) PT Databridge Platform b.) End-point Connectors, c.) Integration Platform Services (Discovery, Installation, Configuration, and Training) d.) on-going maintenance and adjustments as necessary. Without knowing the precise details of the integration requirements, we can only provide pricing for the cost components a.), b.), and the Discovery portion of c.) listed above. The remaining cost components will have to be priced once the discovery has been completed and the full requirements of the integrations are known. The PT Databridge platform costs $19,500/year. Each end-point connector is $8,500/year. The discovery portion of the integration platform implementation process is $2,500 per integration. To summarize the cost of the integrations, we recap here: PT Databridge platform $ 19,500/year End-point connector $ 8,500/year Discovery Services to design the integrations $ 2,500/one time In addition to the above, there will be integration installation, configuration (creating recipes, triggers, and events), and training costs. Those costs will be finalized after integration discovery sessions. The above costs do not include any fees from your other application vendors for access to information and API's necessary to complete the integration. If required, data migration from legacy systems can typically be accomplished using the PT Databridge. Services for the data migration are not included in this proposal (requirements not specified). It is likely that once the integration to other systems is completed, the existing project data in those systems will automatically flow over to ProjectTeam.com. Those details will be covered during the discovery portion of the integration planning meetings. Our proposal is based on the following Additional Information and Clarifications. ADDITIONAL INFORMATION and CLARIFICATIONS 1. ProjectTeam.com, our proposed solution, is a 100% cloud -based Software -as -a -Service (SaaS) solution. As such, there is no software to install or physical computer hardware to manage. The system can be accessed from any modern web browser including Apple Safari, Microsoft Edge, Google Chrome, Mozilla Firefox, etc. Users can simply and conveniently log into ProjectTeam.com from any computer, tablet, or smartphone. 2. As requested in the Request for Proposal document, our bid includes Unlimited Professional Services, Administrative Training, and End -User Training for a period of two (2) months. This comprehensive package of services includes implementation planning and discovery, implementation management, implementation execution, and roll-out and training to your end users over a two-month period. Services also include unlimited custom configurations, report writing and merge template creation. City of La Quinta, CA 1 RFP — Project Management Software 33 sec SOLUTION GUIDANCE CORPORATION ProjectTeam 3. Our base pricing does not include additional services such as integration consulting, our Databridge platform, or integration configurations to accommodate integrations to existing City systems. Pricing for these items is included in our response in the section titled "Additional Required Software and Services for Integration". Our price for subscriptions does include new feature releases, enhancements, bug fixes, help desk support and the platform infrastructure necessary to keep the system running smoothly and securely. 4. Our total bid is for up to 15 active Subscribers (internal users) and up to 60 active Contributors (external users). If the City chooses to add new subscriptions, the subscription term will be pro- rated to match the expiration of the existing contract. Contributors have some feature restrictions; however, these restrictions will not limit external users from effectively collaborating on City projects. For more information on Contributor features, please visit https://contributor.projectteam.com. 5. Our proposal includes unlimited City projects, unlimited file storage, unlimited forms and form customizations, unlimited reports, unlimited merge templates, and unlimited data. 6. Use of ProjectTeam.com is governed by the ProjectTeam.com Master Services Agreement. A current copy of the Master Services Agreement can be found at https://www.projectteann.com/legal/terms. 7. Subscription and services fees will be billed annually and will be invoiced at the start of each term. Payment terms are Net 30. 8. Consulting services and training are figured to be delivered remotely using Zoom Meetings or other online meeting technology. If customer requires on-site meeting(s) which necessitate travel costs for hotel, transportation, and meals then it is agreed that these costs will be reimbursed by client. Estimated travel costs must be pre -approved by the City and follow the City's travel policies and COVID procedures. 6. List of Complementary Services Below is a list of complementary services offered as part of our standard subscription pricing, which means there is no additional cost: • Customer Support: Access our dedicated customer support through our help center, email, phone, and chat, ensuring you receive the assistance you need when you need it. • Unlimited Projects: Manage as many projects as you need without restrictions, ensuring scalability for your organization. • Unlimited Customizations/Configurations: Adapt the platform to your specific needs with no limits on customizations or configurations. • Unlimited Total File Storage: Store all your project files securely, with no cap on storage capacity. • Unlimited Report Creation: Generate as many reports as necessary to track and analyze your project data. City of La Quinta, CA 1 RFP — Project Management Software 34 sec SOLUTION GUIDANCE CORPORATION ProjectTeam • Unlimited Print Template Creation: Design and use unlimited print templates to meet your documentation requirements. • Unlimited Visual Workflows: Create and manage an unlimited number of visual workflows to streamline your processes. 7. Setup and Training Options/Procedure At SGC, we are committed to your success in the implementation, training, and ongoing support of ProjectTeam.com as your new project management software. The setup and training process is detailed in the section 4 under "Proiect Management Plan (Training, Software Setup, and Customization)" of this RFP response. 8. Integration Services/Options ProjectTeam.com is built to grow with your organization, as your needs evolve over time. Our event - driven, REST API architecture allows us to integration with your other business critical applications. For more information about our integration ability, see section 4 "Integration Ability" of this RFP response. 9. Disclosures In response to your request, we confirm that there is no negative history to disclose. Over the past five (5) years, we have not been involved in any significant agreement failures, civil or criminal litigation, or investigations. We affirm that we have not been judged guilty or liable in any such matters during this period. City of La Quinta, CA 1 RFP — Project Management Software 35 sec SOLUTION GUIDANCE CORPORATION ProjectTeam 10. Acknowledgement of Insurance Requirements (Attachment 2) 4C2iditra t...k. II,!k\I ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal Dave Fall (name) hereby acknowledge and confirm that Solution Guidance Corporation (name of company) has reviewed the City's indemnification and minimum insurance requirements as listed in Exhibits E and F of the City's Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. lam VP of Operations (Title) of Solution Guidance Corporation (Company) City of La Quinta, CA 1 RFP — Project Management Software 36 Commercial General Liability (at least as broad as ISO CG 0001) $1.000,000 (per occurrence): S2,000,000 (general aggregate) Must include the following endorsements: General Liability Additional Insured General Liability Primary and Noncontributory Commercial Auto Liability (at least as broad as ISO CA 0001) $1.000,000 (per accident) Personal Auto Declaration Page if applicable Errors and Omissions Liability S1,000,000 (per claim and aggregate) Worker's Compensation (per statutory requirements) Must include the following endorsements: Workers Compensation Waiver of Subrogation Worker's Compensation Declaration of Sole Proprietor if applicable Cyber Liability $1,000,000 (per occurrence} $2,000,000 (general aggregate) City of La Quinta, CA 1 RFP — Project Management Software 36 sec SOLUTION GUIDANCE CORPORATION 11. Non -Collusion Affidavit (Attachment 3) ProjectTeam 4Quid-a, ATTACHMENT 3 NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal Dave Fall (name) hereby declare as follows: lam VP of Operations (Title) of Solution Guidance Corporation (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: Proposer Title: Company Name: Address: Dave Fall VP of Operations Solution Guidance Corporation 14291 Park Meadow Drive. Suite 150, Chantilly, VA 20151 City of La Quinta, CA 1 RFP — Project Management Software 37 sec SOLUTION GUIDANCE CORPORATION 12. Acknowledgement of Addenda (Attachment 4) ProjectTeam 4 C2itinfai ATTACHMENT 4 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA Must be executed by proposer and submitted with the proposal; If no addenda has been issued, mark "NIA" under Addendum No. indicating Not Applicable and sign ADDENDUM No. SIGNATURE�INDICATING RECEIPT 2 ,-) — Page 11 of 13 City of La Quinta, CA 1 RFP — Project Management Software 38