HomeMy WebLinkAboutEnerGov Project Management Consultant JEFFERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
AGENDA REQUEST
TO: Board of County Commissioners
Mark McCauley,County Administrator
FROM: Chris Goy, Central Services Director
DATE: August 7, 2023
SUBJECT: EnerGov Project Management Consultant
STATEMENT OF ISSUE: The County has dedicated several years to the implementation of the EnerGov
permitting software suite and other related key tasks. While the importance of EnerGov being effectively
implemented across multiple departments is widely acknowledged; staff turnover,pandemic delays, and
outdated training have highlighted the need for an ongoing project management consultant with expertise in
cross-departmental software implementation(among other related needs). Among the respondents to a
Request for Qualifications, the finalist selected has extensive, high quality experience with complex local
government software implementations.'
ANALYSIS: Over the course of six months, staff assessed the limitations of existing staff bandwidth and
other factors(across the multiple departments impacted by EnerGov) and their ability to fully implement the
EnerGov software, Staff concluded that an outside project management consultant was the best course
forward to complete the implementation of EnerGov which requires multiple time-intensive and
technically-challenging related projects such as: data migration and integration; workflow management,
report development, and conducting additional staff training.
FISCAL IMPACT: Not to exceed ninety thousand dollars and zero cents($90,000) in one calendar year
from the commencement of this contract. The cost of this contract will be born by the General Fund under
the condition that the Board commit to approving additional budget authority in a subsequent supplemental
budget appropriation when it approves this contract.
RECOMMENDATION: That the Board approve the attached contract.
REVIEWED BY:
Mark McCaul y County Administrator Date
CONTRACT REVIEW FORM Clear Form
(INSTRUCTIONS ARE ON THE NEXT PAGE)
CONTRACT WITH: Hansell Tierney, Inc. Contract No: _S , do
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Contract For: EnerGov Project Management Consulting Term: Aug.15,2023-Aug.14,2024(w/option to renew)
COUNTY DEPARTMENT: Central Services Department
Contact Person: Chris Goy,Central Services Director
Contact Phone: 360-385-9362
Contact email: cgoy@co.jefferson.wa.us
AMOUNT: $90,000.00 PROCESS: Exempt from Bid Process
Revenue: Cooperative Purchase
Expenditure: $9o,000.00 Competitive Sealed Bid
Matching Funds Required: Small Works Roster
Sources(s) of Matching Funds N/A Vendor List Bid
Fund # 001 RFP or RFQ
Munis Org/Obj Other:
APPROVAL, STEPS:
STEP 1: DEPARTMENT CERTIFIES C�LI CE W H ,ICC 3.55.080 AND CHAPTER 42.23 RCW.
CERTIFIED: a N/A:� (((JJJJJJ July 31, 2023
S ign, Date
STEP 2: DEPARTMENT CERTIFIES THE PERSON PROPOSED FOR CONTRACTING WITH THE
COUNTY (CONTRACTOR) HAS NOT BEEN DEBARRED BY ANY FEDERAL, STATE, OR LOCAL
AGENCY.
CERTIFIED: OF N/A: OLJuly 31, 2023
Signa Date
STEP 3: RISK MANAGEMENT REVIEW(will be added electronically through Laserfiche):
Electronically approved by Risk Management on 8/2/2023.
STEP 4: PROSECUTING ATTORNEY REVIEW (will be added electronically through Laserfiche):
Electronically approved as to form by PAO on 8/2/2023.
County standard PSA language.
STEP 5: DEPARTMENT MAKES REVISIONS & RESUBMITS TO RISK MANAGEMENT AND
PROSECUTING ATTORNEY(IF REQUIRED).
STEP 6: CONTRACTOR SIGNS
STEP 7: SUBMIT TO BOCC FOR APPROVAL
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PROFESSIONAL SERVICES AGREEMENT WITH
THIS PROFESSIONAL SERVICES AGREEMENT(Agreement) is entered into by and between
Jefferson County(County)and Hansell Tierney, Inc. (Consultant), upon the following terms and
conditions.
1. Project Designation. The Consultant is retained by the County to assist the County with
Economic Development.
2. Scope of Services. Consultant agrees to perform the services identified on Exhibit"A"
attached hereto including the provision of all labor.
3. Time for Performance. This Agreement shall commence August 15, 2023 and continue
for 12 months after the commencement of work or until funds are depleted. The County
reserves the right to renew this agreement on an annual basis with 60 days notice. Work
performed consistent with this Agreement during its term, put prior to the adoption of this
Agreement, is hereby ratified. The Consultant shall perform all services pursuant to this
Agreement as outlined on Exhibit"A". Time is of the essence in the performance of this
Agreement.
4. Payment. The Consultant shall be paid by Jefferson County for completed work and for
services rendered under this Agreement as follows:
a. Payment for the work provided by Consultant shall be made as provided on
Exhibit"A"attached hereto, provided that the total amount of payment to
Consultant shall not exceed $90,000, in accordance with Section B. of Exhibit A,
without express written modification of the Agreement signed by each Party.
b. Invoices will be submitted bi-weekly aligning to the Consultant's payroll period.
Such invoices will be checked by the County, and upon approval thereof, payment
will be made within 30 days to the Consultant in the amount approved. Failure to
submit timely invoices and reports pursuant to Exhibit B of the Agreement may
result in a denial of reimbursement. Invoices not submitted within 60 days may
be denied.
C. Final payment of any balance due the Consultant of the total contract price earned
will be made promptly once the County verifies completion of the work and
submittal of reports under this Agreement and acceptance by the County.
d. Consultant shall provide invoices and necessary backup documentation for all
services including bi-weekly timesheets and statements(specifying the services
provided). Any indirect charges require the submittal of an indirect cost
methodology and rate using 2 C.F.R. Part 255 and 2 C.F.R. Part 230.
e. The Consultant's records and accounts pertaining to this Agreement are to be kept
available for inspection by representatives of the County and state for a period of
six (6)years after final payments. Copies shall be maderavailable upon request.
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5. Ownership and Use of Documents All non-confidential or de-identified documents,
drawings, specifications, and other materials produced by the Consultant in connection
with the services rendered under this Agreement shall be the property of the County
whether the project for which they are made is executed or not. The Consultant shall be
permitted to retain copies, including reproducible copies,of drawings and specifications
for information, reference and use in connection with Consultant's endeavors.
Consultant shall not be held liable for reuse of documents or modifications thereof,
including electronic data, by the County or its representatives for any purpose other than
the intent of this Agreement.
6. Compliance with laws. Consultant shall, in performing the services contemplated by this
Agreement, faithfully observe and comply with all federal, state, and local laws,
ordinances and regulations, applicable to the services to be rendered under this
Agreement.
7. Audit. Upon request, Consultant will submit their most recent financial information.
a. Upon request the County shall have the option of performing an onsite review of
all records, statements, and documentation.
b. If the County finds indications of potential non-compliance during the monitoring
process, the County shall notify Consultant within ten (10)days. The County and
Consultant shall meet to discuss areas of contention in an attempt to resolve
issues.
8. Indemnification. The Consultant shall defend, indemnify and hold the County, its
officers, officials, employees, agents and volunteers(and their marital communities)
harmless from any claims, injuries, damages, losses or suits, including attorney's fees,
arising out of or resulting from the acts, errors or omissions of the Consultant in
performance of this Agreement, except for injuries and damages caused by the sole
negligence of the County. Should a court of competent jurisdiction determine this
Agreement is subject to RCW 4.24.115 if liability for damages occurs arising out of
bodily injury to persons or damages to property caused by or resulting from the
concurrent negligence of the Consultant and the County, its officers, officials, employees,
agents and volunteers(and their marital communities)the Consultant's liability,
including the duty and cost to defend, shall be only for the Consultant's negligence. It is
further specifically understood that the indemnification provided constitutes the
Consultant's waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the
purposes of this indemnification. This waiver has been mutually negotiated by the parties.
This section shall survive the expiration or termination of this Agreement.
9. Insurance. Prior to commencing work, the Consultant shall obtain at its own cost and
expense the following insurance coverage specified below and shall keep such coverage
in force during the terms of the Agreement.
a. Commercial Automobile Liability Insurance providing bodily injury and property
damage liability coverage for all owned and non-owned vehicles assigned to or
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used in the performance of the work for a combined single limit of not less than
$500,000 each occurrence with the County named as an additional insured in
connection with the Consultant's performance of this Agreement. This insurance
shall indicate on the certificate of insurance the following coverage: (a)Owned
automobiles; (b) Hired automobiles; and, (3)Non-owned automobiles.
b. Commercial General Liability Insurance in an amount not less than a single limit
of one million dollars($1,000,000)per occurrence and an aggregate of not less
than two(2)times the occurrence amount($2,000,000.00 minimum) for bodily
injury, including death and property damage, unless a greater amount is specified
in the contract specifications. The insurance coverage shall contain no limitations
on the scope of the protection provided and include the following minimum
coverage:
i. Broad Form Property Damage, with no employee exclusion;
ii. Personal Injury Liability, including extended bodily injury;
iii. Broad Form Contractual/Commercial Liability— including coverage for
products and completed operations;
iv. Premises—Operations Liability(M&C);
v. Independent Consultants and subcontractors;
vi. Blanket Contractual Liability.
c. The County shall be named as an "additional named insured" under all insurance
policies required by this Agreement, except Professional Liability Insurance when
not allowed by the insurer.
d. Such insurance coverage shall be evidenced by one of the following methods: (a)
Certificate of Insurance; or, (b) Self-insurance through an irrevocable Letter of
Credit from a qualified financial institution.
e. The Consultant shall furnish the County with properly executed certificates of
insurance that, at a minimum, shall include: (a) The limits of overage; (b)The
project name to which it applies; (c) The certificate holder as Jefferson County,
Washington and their elected officials, officers, and employees; and, (d)A
statement that the insurance policy shall not be canceled or allowed to expire
except on thirty(30)days prior written notice to the County. If the proof of
insurance or certificate indicating the County are"additional insureds"to a policy
obtained by the Consultant refers to an endorsement(by number or name) but
does not provide the full text of that endorsement, then it shall be the obligation of
the Consultant to obtain the full text of that endorsement and forward that full text
to the County. Certificates of coverage as required by this section shall be
delivered to the County within fifteen (15)days of execution of this Agreement.
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f. Failure of the Consultant to take out or maintain any required insurance shall not
relieve the Consultant from any liability under the Agreement, nor shall the
insurance requirements be construed to conflict with or otherwise limit the
obligations concerning indemnification of the County.
g. The Consultant's insurers shall have no right of recovery or subrogation against
the County(including its employees and other agents and agencies), it being the
intention of the parties that the insurance policies, with the exception of
Professional Liability Insurance, so affected shall protect both parties and be
primary coverage for all losses covered by the above described insurance.
h. Insurance companies issuing the policy or policies shall have no recourse against
the County (including its employees and other agents and agencies) for payment
of any premiums or for assessments under any form of policy.
i. All deductibles in the above described insurance policies shall be assumed by and
be at the sole risk of the Consultant.
j. Any deductibles or self-insured retention shall be declared to and approved by the
County prior to the approval of this Agreement by the County. At the option of
the County, the insurer shall reduce or eliminate deductibles or self-insured
retention, or the Consultant shall procure a bond guaranteeing payment of losses
and related investigations, claim administration and defense expenses.
k. Insurance companies issuing the Consultant's insurance policy or policies shall
have no recourse against the County(including its employees and other agents
and agencies) for payment of any premiums or for assessments under any form of
insurance policy.
1. Any judgments for which the County may be liable, in excess of insured amounts
required by this Agreement, or any portion thereof, may be withheld from
payment due, or to become due, to the Consultant until the Consultant shall
furnish additional security covering such judgment as may be determined by the
County.
m. Any coverage for third party liability claims provided to the County by a"Risk
Pool"created pursuant to Ch. 48.62 RC W shall be non-contributory with respect
to any policy of insurance the Consultant must provide in order to comply with
this Agreement.
n. The County may, upon the Consultant's failure to comply with all provisions of
this Agreement relating to insurance, withhold payment or compensation that
would otherwise be due to the Consultant.
o. The Consultant's liability insurance provisions shall be primary and
noncontributory with respect to any insurance or self-insurance programs
covering the County, its elected and appointed officers, officials, employees, and
agents.
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p. Any failure to comply with reporting provisions of the insurance policies shall not
affect coverage provided to the County, its officers, officials, employees, or
agents.
q. The Consultant's insurance shall apply separately to each insured against whom
claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
r. The Consultant shall include all subcontractors as insured under its insurance
policies or shall furnish separate certificates and endorsements for each
subcontractor. All insurance provisions for subcontractors shall be subject to all
the requirements stated herein.
s. The insurance limits mandated for any insurance coverage required by this
Agreement are not intended to be an indication of exposure nor are they
limitations on indemnification.
t. The Consultant shall maintain all required insurance policies in force from the
time services commence until services are completed. Certificates, insurance
policies, and endorsements expiring before completion of services shall be
promptly replaced. All the insurance policies required by this Agreement shall
provide that thirty(30)days prior to cancellation, suspension, reduction or
material change in the policy, notice of same shall be given to the County.
u. The Consultant shall place insurance with insurers licensed to do business in the
State of Washington and having A.M. Best Company ratings of no less than A-,
with the exception that excess and umbrella coverage used to meet the
requirements for limits of liability or gaps in coverage need not be placed with
insurers or re-insurers licensed.in the State of Washington.
v. The County reserve the right to request additional insurance on an individual basis
for extra hazardous contracts and specific service agreements.
10. Worker's Compensation (Industrial Insurance)
a. If and only if the Consultant employs any person(s) in the status of employee or
employees separate from or in addition to any equity owners, sole proprietor,
partners, owners or shareholders of the Consultant, the Consultant shall maintain
workers' compensation insurance at its own expense, as required by Title 51
RCW, for the term of this Agreement and shall provide evidence of coverage to
the County, upon request.
b. Worker's compensation insurance covering all employees with limits meeting all
applicable state and federal laws. This coverage shall include Employer's
Liability with limits meeting all applicable state and federal laws.
c. This coverage shall extend to any subcontractor that does not have their own
worker's compensation and employer's liability insurance.
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d. The Consultant expressly waives by mutual negotiation all immunity and
limitations on liability, with respect to the County, under any industrial insurance
act, disability benefit act, or other employee benefit act of any jurisdiction which
would otherwise be applicable in the case of such claim.
e. If the County incurs any costs to enforce the provisions of this subsection, all cost
and fees shall be recoverable from the Consultant.
11. Independent Consultant. The Consultant and the County agree that the Consultant is an
independent contractor with respect to the services provided pursuant to this Agreement.
The Consultant specifically has the right to direct and control Consultant's own activities,
and the activities of its subcontractors, employees, agents, and representatives, in
providing the agreed services in accordance with the specifications set out in this
Agreement. Nothing in this Agreement shall be considered to create the relationship of
employer and employee between the parties. Neither Consultant nor any employee of
Consultant shall be entitled to any benefits accorded County employees by virtue of the
services provided under this Agreement, including, but not limited to: retirement,
vacation pay; holiday pay; sick leave pay; medical, dental, or other insurance benefits;
fringe benefits;or any other rights or privileges afforded to County employees. The
County shall not be responsible for withholding or otherwise deducting federal income
tax or social security or for contributing to the state industrial insurance program,
otherwise assuming the duties of an employer with respect to Consultant, or any
employee of Consultant.
12. Subcontracting Requirements
a. The Consultant is responsible for meeting all terms and conditions of this
Agreement including standards of service, quality of materials and workmanship,
costs, and schedules. Failure of a subcontractor to perform is no defense to a
breach of this Agreement. The Consultant assumes responsibility for and all
liability for the actions and quality of services performed by any subcontractor.
b. Every subcontractor must agree in writing to follow every term of this
Agreement. The Consultant must provide every subcontractor's written
agreement to follow every term of this Agreement before the subcontractor can
perform any services under this Agreement. The County must approve any
proposed subcontractors in writing.
c. Any dispute arising between the Consultant and any subcontractors or between
subcontractors must be resolved without involvement of any kind on the part of
the County and without detrimental impact on the Consultant's performance
required by this Agreement.
13. Covenant Against Contingent Fees The Consultant warrants that he has not employed or
retained any company or person,other than a bona fide employee working solely for the
Consultant, to solicit or secure this Agreement, and that he has not paid or agreed to pay
any company or person, other than a bona fide employee working solely for the
Consultant,any fee, commission, percentage, brokerage fee, gifts, or any other
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consideration contingent upon or resulting from the award or making of this Agreement.
For breach or violation of this warranty, the County shall have the right to annul this
Agreement without liability or, in its discretion to deduct from the contract price or
consideration, or otherwise recover,the full amount of such fee, commission, percentage,
brokerage fee, gift, or contingent fee.
14. Discrimination Prohibited. The Consultant, with regard to the work performed by it
under this Agreement, will not discriminate on the grounds of race, color, national origin,
religion, creed, age, gender, sexual orientation, material status, sex, or the presence of any
physical or sensory handicap in the selection and retention of employees or procurement
of materials or supplies.
15. No Assignment. The Consultant shall not sublet or assign any of the services covered by
this Agreement without the express written consent of the County. Assignment does not
include printing or other customary reimbursable expenses that may be provided in an
agreement.
16. Non-Waiver. Waiver by the County of any provision of this Agreement or any time
limitation provided for in this Agreement shall not constitute a waiver of any other
provision.
17. Termination.
a. The County reserves the right to terminate this Agreement at any time without
cause by giving ten (10)days written notice to the Consultant. Consultant may
terminate this Agreement at any time without cause by giving(10)days written
notice to the County.
b. The County shall give the Consultant written notice and a reasonable opportunity
to cure before this Agreement is terminated for cause.
c. In the event of the death of a member, partner, or officer of the Consultant, or any
of its supervisory personnel assigned to the project, the surviving members of the
Consultant hereby agree to complete the work under the terms of this Agreement,
if requested to do so by the County. This section shall not be a bar to
renegotiations of this Agreement between surviving members of the Consultant
and the County, if the County so chooses.
d. The County reserves the right to terminate this contract in whole or in part, with
10 days' notice, in the event that expected or actual funding from any funding
source is withdrawn, reduced, or limited in any way after the effective date of this
agreement. In the event of termination under this clause, the County shall be
liable for only payment for services rendered prior to the effective date of
termination.
18. Notices. All notices or other communications which any party desires or is required to
give shall be given in writing and shall be deemed to have been given if hand-delivered,
sent by facsimile, email, or mailed by depositing in the United States mail, prepaid to the
party at the address listed below or such other address as a party may designate in writing
from time to time. Notices to the Parties shall be sent to the following addresses:
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Jefferson County Risk Manager
P.O. Box 1220
Port Townsend, WA 98368
Notices to Consultant shall be sent to the following address:
Name: Hansell Tierney, Inc.
Address: 2955 80th Ave SE Suite#103, Mercer Island, WA 98040
19. Integrated Agreement. This Agreement together with attachments or addenda represents
the entire and integrated Agreement between the County and the Consultant and
supersedes all prior negotiations, representations, or agreements written or oral. No
representation or promise not expressly contained in this Agreement has been made. This
Agreement supersedes all prior or simultaneous representations, discussions,
negotiations, and agreements, whether written or oral, by the County within the scope of
this Agreement. The Consultant ratifies and adopts all statements, representations,
warranties, covenants, and agreements contained in its proposal, and the supporting
material submitted by the Consultant, accepts this Agreement and agrees to all of the
terms and conditions of this Agreement.
20. Modification of this Agreement. This Agreement may be amended only by written
instrument signed by both County and Consultant.
21. Disputes. The Parties agree to use their best efforts to prevent and resolve disputes
before they escalate into claims or legal actions. Any disputed issue not resolved
pursuant to the terms of this Agreement shall be submitted in writing within 10 days to
the County representative listed in Section 18., whose joint decision in the matter shall be
final, but shall be subject to judicial review. If either party deems it necessary to institute
legal action or proceeding to enforce any right or obligation under this Agreement, each
party in such action shall bear the cost of its own attorney's fees and court costs. Any
legal action shall be initiated in the Superior Court of the State of Washington for
Jefferson County. The Parties agree that all questions shall be resolved by application of
Washington law and that the parties have the right of appeal from such decisions of the
respective Superior Courts in accordance with the laws of the State of Washington. The
Consultant hereby consents to the personal jurisdiction of the Superior Court of the State
of Washington for Jefferson County.
22. Section Headings. The headings of the sections of this Agreement are for convenience of
reference only and are not intended to restrict, affect, or be of any weight in the
interpretation or construction of the provisions of the sections or this Agreement.
23. Limits of Any Waiver of Default. No consent by either party to, or waiver of, a breach
by either party, whether express or implied; shall constitute a consent to, waiver of, or
excuse of any other, different,or subsequent breach by either party.
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24. No Oral Waiver. No term or provision of this Agreement will be considered waived by
either party, and no breach excused by either party, unless such waiver or consent is in
writing signed on behalf of the party against whom the waiver is asserted. Failure of a
party to declare any breach or default immediately upon the occurrence thereof, or delay
in taking any action in connection with, shall not waive such breach or default.
25. Severability. Provided it does not result in a material change in the terms of this
Agreement, if any provision of this Agreement or the application of this Agreement to
any person or circumstance shall be invalid, illegal, or unenforceable to any extent, the
remainder of this Agreement and the application this Agreement shall not be affected and
shall be enforceable to the fullest extent permitted by law.
26. Binding on Successors. Heirs and Assigns This Agreement shall be binding upon and
inure to the benefit of the parties' successors in interest, heirs, and assigns.
27. No Assignment. The Consultant shall not sell, assign, or transfer any of rights obtained
by this Agreement without the express written consent of the County.
28. No Third-Varty Beneficiaries. The parties do not intend, and nothing in this Agreement
shall be construed to mean, that any provision in this Agreement is for the benefit of any
person or entity who is not a party.
29. Sisnature in Counterparts. The parties agree that separate copies of this Agreement may
be signed by each of the parties and this Agreement shall have the same force and effect
as if all the parties had signed the original.
30. Facsimile and Electronic Signatures The parties agree that facsimile and electronic
signatures shall have the same force and effect as original signatures.
31. Arms-Length Negotiations. The parties agree that this Agreement has been negotiated at
arms-length, with the assistance and advice of competent, independent legal counsel.
32. Public Records Act. Notwithstanding any provisions of this Agreement to the contrary,
to the extent any record, including any electronic, audio, paper or other media, is required
to be kept or indexed as a public record in accordance with the Washington Public
Records Act, Chapter 42.56 RCW (as may be amended), the Consultant agrees to
maintain all records constituting public records and to produce or assist the County in
producing such records, within the time frames and parameters set forth in state law. The
Consultant further agrees that upon receipt of any written public record request,
Consultant shall, within two business days, notify the County by providing a copy of the
request per the notice provisions of this Agreement.
(SIGNATURES FOLLOW ON THE NEXT PAGE)
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JEFFERSON COUNTY WASHINGTON CONSULTANT: HANSELL TIERNEY, INC.
Board of County Commissioners
i
Jefferson County, Washington
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u (t01A'%a Mt&VAZ
Greg Brotherton, Chair Date Hansell Tierney, Inc.
8/1/2023
Date:
By:
Kate Dean, Commissioner Date
By:
Heidi Eisenhour, Commissioner Date
SEAL:
ATTEST:
Carolyn Gallaway Date
Clerk of the Board
Approved as to form only:
V C August 2, 2023
Philip C. Hunsucker Date
Chief Civil Deputy Prosecuting Attorney
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EXHIBIT A
The following has been copied from an RFQ response submitted to
the County on July 7, 2023 as an application for this work. HanS2llTlel Iley
Statement of Qualifications—
Hansell Tierney in Focus
Hansell Tierney, a local Certified Women's Business Enterprise(WBE) IT Staffing firm certified by the Women's
Business Enterprise National Council (WBENC), is the preferred partner to place contractors at Jefferson County
due to our longstanding track record of success with local government staffing, highly skilled technical
consultants,and strong project management expertise.
We maintain close partnerships with public entities such as The Port of Seattle,The City of Seattle, City of Gig
Harbor,Sound Transit, and Seattle Public Schools. By successfully and repeatedly recruiting technical talent for
these organizations over two decades, we have built relationships with candidates with skillsets that are
relevant to Jefferson County's needs.
Longstanding track record of success
Established in 2001, Hansell Tierney has consistently and successfully delivered IT contractors to our clients for
20 years. Our longstanding client relationships prove Hansell Tierney's consistent ability to deliver quality IT
contract staff that meet our client requirements. Hansell Tierney is proud to have trusted relationships that lead
to repeat contractor requests with major local organizations as outlined in Table 1.
Table 1. Hansell Tierney's Longstanding Local Client Relationships
* SEATTLE
PUBLIC Port � ��� City of Seattle
SC )OLS
of Seattle
13-year partnership 7-year partnership 6-year partnership
Highly Skilled Technical Consultants with Strong Project Management Expertise
Hansell Tierney would like to present the following highly skilled technical consultants in consideration for
Jefferson County's Ongoing Information Technology/Project Management Consultant opening: Kelly Olson and
Cherie Moulin.
Kelly Olson
Kelly Olson is a senior level IT Project Manager with over 20 years of experience supporting projects across
various government entities,with a similar scope to Jefferson County's need to Upgrade Tyler Technologies
(Tyler): EnerGov (EG) Environment. Kelly's previous work helped to improve his client's operational efficiency by
upgrading system environments in a timely manner.
Kelly is a certified Project Management Professional (PMP), has a Masters Certificate in Project Management
from Steven's Institute of Technology, and a Bachelors of Business Administration from Seattle University. He is
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HansellTierney
experienced with Agile/Scrum/Waterfall methodologies and working in either environment. Kelly is an
encouraging and collaborative project manager that values open communication to drive projects forward.
Kelly's Project Management Approach
Kelly's approach to IT system upgrades includes the following steps:
• Develop SOPS for upgrading environments.
• Train staff in SOP for upgrading an environment.
• Regularly coordinate across Departmental Staff, including: Treasurer, Information Technology,
Community Development (DCD), Environmental Health (EH), Public Works (PW), Finance, and Vendor
Company.
Kelly ensures data migration and integration tasks are completed in a timely manner by:
• Coordinating the APIs for the on-line data migration.
• Coordinating data cleanup.
• Coordinating the API interfaces between legacy and new technologies.
• Recording the workflow development from legacy and new systems.
• Managing the system problems/reports spreadsheet.
Kelly ensures effective inter-departmental coordination and that departments use new systems& databases
consistently(i.e., work is properly and efficiently routed) by:
• Developing process flows for work streams.
• Facilitating cross-department meetings and draft minutes.
• Developing best practices for data entry that facilitate consistency.
• Developing cross-department standard operating procedures.
Finally, Kelly's expertise and experience demonstrate his ability to manage a rollout of new government citizen
self-service (CSS) portals by improving accuracy and completeness of online application submittals through tasks
such as:
• Coordinating on-line application development with departments that improve complete and accurate
submittals.
• Prioritizing applications for on-line permits.
• Identifying additional hardware/software needs.
• Conducting beta testing and making changes based on the beta testing.
• Conducting external end user training with contractors.
Kelly's Recent Experience
Kelly's recent projects with Sound Transit and The City of Seattle represent comparable project needs expressed
in the Jefferson County scope of work. These experiences include demonstrated ability to meet schedules or
deadlines and to complete projects without significant cost escalations. The table below provides additional
requested information for Kelly's previous experience:
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DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8F8A7
HansellTierney
Table 2. Kelly Olson's recent successful experience
Similar Project Name Client Project Manager&Contact Info Key Personnel Role
Implementation of City of Seattle Sharon Hunter—(206) 733-9889 Manager
Accela Sharon.hunter@kingcounty.gov
IT Infrastructure and Sound Transit Kavitha Patil—(206) 553-3397 Manager
Operations Kavitha.patil@soundtransit.org
Implementation
IT Infrastructure Seattle Eric Tan—(425) 283-3251 Peer
Delivery for Children's Eric.tan@seattlechildrens.org
New/Existing Facilities Hospital
Note:Kelly will not require any work to be subcontracted to another firm if he is selected for this project.
Kelly's Consistent Staffing likelihood
Kelly has a strong track record of completing projects on time,within budget,and within scope. Kelly has a high
degree of confidence, >95%,that they will be able to dedicate the required time needed to this Jefferson County
project to complete it on time,scope, and budget.
Cherie Moulin
Cherie Moulin is local to the Port Townsend area and has over 20 years of IT Delivery Project and Program
Management experience with extensive government experience. She applies extensive project management
experience to ensure timely deliverables and maintain operational readiness. Cherie has a superior track record
or reliability as a hybrid worker, and her analytical mind embraces learning and leveraging new technologies.
Cherie's Project Management Approach
Cherie's approach to IT system upgrades includes the following steps:
• Develop SOPS for upgrading environments.
• Train staff in SOP for upgrading the environment.
• Regularly coordinate across Departmental Staff, including Treasurer, Information Technology, Community
Development (DCD), Environmental Health (EH), Public Works (PW), Finance, and Vendor Company.
Cherie ensures data migration and integration tasks are completed in a timely manner by:
• Coordinating the APIs for the on-line data migration.
• Coordinating data cleanup.
• Coordinating the API interfaces between legacy and new technologies.
• Recording the workflow development from legacy and new systems.
• Managing the system problems/reports spreadsheet.
Cherie ensures effective inter-departmental coordination and that departments use new systems&databases
consistently by:
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DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8F8A7
Hansellfierney
• Developing process flows for work streams.
• Facilitating cross-department meetings and draft minutes.
• Developing best practices for data entry that facilitate consistency.
• Developing cross-department standard operating procedures.
Lastly, Cherie's expertise and experience demonstrate her ability to manage a rollout of new government CSS
portals by improving accuracy and completeness of online application submittals through tasks such as:
• Coordinating on-line application development with departments that improve complete and accurate
submittals.
• Prioritizing applications for on-line permits.
• Identifying additional hardware/software needs.
• Conducting beta testing and making changes based on the beta testing.
• Conducting external end user training with contractors.
Cherie's Recent Experience
Cherie's project management experience with Los Angeles County represents comparable project needs
expressed in Jefferson County's scope of work. These experiences include demonstrated ability to meet
deadlines and to complete projects without significant cost escalations. The table below provides additional
requested information for Kelly's previous experience:
Table 3. Cherie Moulin's recent successful experience
Similar Project Name Client Project Manager & Key Personnel Role
Contact Info
Implementation of Los Angeles County Mohammed Al Rawi— IT Deputy
Altiris Assessor (562) 256-4582
Implementation of Los Angeles County Dina DeBuck—(323) 226- Peer
Altiris Fire Department 4911
Court Modernization Los Angeles Superior Fred Nazarbegian —(626) Manager
of New Hardware and Court 798-1131
Software
Note: Cherie will not require any work to be subcontracted to another firm if he is selected for this project.
Additional references will be provided upon request.
Cherie's Consistent Staffing Likelihood
Cherie has a strong track record of completing projects on time, within budget, and within scope. Cherie has a
high degree of confidence, >95%, that they will be able to dedicate the required time needed to this Jefferson
County project to complete it on time, within scope, and budget.
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DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8F8A7
,r Hanselffierney
Hansell Tierney Fee Schedule
Hansell Tierney works with our clients on a contingent basis. We concurrently observe market conditions by
following economic and employment trends on a local, regional, and national scale. By observing trends, as well
as maintaining close relationships with our clients and understanding their budget restraints, we can recruit
effectively for candidates that are highly qualified while staying within our client's budget. Consultants that align
with the client's project scope of work are submitted at an hourly rate that aligns with the pre-agreed upon
budget range. If selected, consultants' hours are billed to the client bi-weekly.
Our fees are inclusive of the following benefits: three levels of health insurance that include medical, dental, and
vision, 401(k) match, and paid Washington sick leave.
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DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8F8A7
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Kelly Olson, PMP
Sr Project Manager
Highly experienced Program Manager with over 20 years of successful completion of projects on time and under
budget for Fortune 500 companies
Successful track record of navigating large. complex IT Projects to determine the appropriate course of action in
support of client needs Adept at solving problems by collaborating with business and technical resources to
ensure adherence to schedule and budget Able to quickly master information and technologies to produce
positive results Strong background in technology, information systems, networks data centers and software
development processes
Expert in Project Management Resource Management Vendor Management. Facilitation. Planning and
Mentonng
• Information Technology Implementations • Portfolio Management
• Managing team dynamics • Change Management
• Defining Budgets • Configuration Management
• Managing Costs • Software Development Lifecycle (SDLC)
• Validating System Design • Program Management
• Vendor Management • Developing Business Requirements
• Driving Process Improvement • Directing staff in a matrixed environment
Senior IT Project Manager
,I- Hansell Tiernev
June 2022 to Present
Coordinate internal resources and third parties/vendors for the effective execution of protects
Drive the definition of project scope and objectives involve all relevant stakeholders. and ensure technical
feasibility
Developed a detailed project plan and work breakdown structure for each project to monitor and track
progress
Report and escalate to management as needed
Managed the relationship with the clients and all stakeholders
Performed risk management to minimize project risks
Senior IT Project Manager
amity of Seatue
April 2019 to Ma,
Led implementation of Accela, IT Asset Management Software through delivery working closely with IT staff and
leadership
Managed the deployment of 90 ruggedized laptops for field use by Seattle Department of Transportation
Completed the update of the City IT Project status portal improving accuracy and visibility
Full life cycle project management of application enhancement and application development protects using
integrated Waterfall and Agile methodologies
Managed development resources project budget ($2 2M), and project schedule for enhancing the Protect and
Portfolio Management (PPM) application for Seattle Public Utilities
Managed contract and consultant resources to ensure compliance with contractual obligations project
schedules and budget
Senior Project Manager
Seattle Cnildren s Hosp ! contract through AIM Consulting
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DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8F8A7
Hanselffierney
August 2018 to April 2019
Worked with business stakeholders and department heads to ensure minimal impact while migrating teams of
30 or more to temporary locations and back during workspace remodeling
Coordinated with the Portfolio Management Group to ensure compliance with project management reporting
tools. templates and key processes
Senior Project Manager
Alaska A n contract through AIM Consulting
Augu:, -''�t i to August 2018
Drove projects to merge Virgin America support systems with Alaska Airline systems within 1 year time
constraint
Managed vendors and internal employees to provide service desk support deploy applications and install
required infrastructure
Technical Project Manager
Microsoft on contract through Crber Global
Augus* -- ' to July ; ' '
Identified the needs and prioritized work to effectively meet customer expectations
Gathered and provided status to management on project progress
Drove multiple server SAN or network device deployment projects simultaneously ensuring deployment
details are correct and systems function per design at over 200 datacenters
Identified network port VLAN and IP assignment needs to enable system network access
Validated data center space power and cooling availability to support hardware implementations
IT Manager
ss on contract through C ho, G!^ha'
June 2006 to December 2009
Responsible for managing and leading 3 project managers 5 platform architects & engineers supporting the
Mobility Network Information Systems (NIS) organization
Defined and negotiated SOWS and contracts with hardware vendors and service providers
Monitored the performance of 3 vendors to statements of work and provided upper management with status
of compliance with contractual obligations
Managed the work prioritization scheduling and resource allocation for the architecture and engineering team
in design and procurement of computing resource platforms
Drove team productivity by implementing strategies to reduce cycle times associated with platform
deployments effectively reducing implementation times by 40%
Managed an $11 M budget to design procure implement & sustain data center equipment and infrastructure
Managed projects and resources using the AT&T TNRP tool and Integrated Work Order System (TWOS)
Successful data center migration by identifying technical considerations and schedule impacts to ensure
business continuity
Managed remote and outsourced software development resources in multiple time zones and locations
Senior Project Manager
The 6 . g Compar-.
January 2005 to June 2006
Drove changes into project control systems to maintain work statements, cost, and schedule baselines
formulating and recommending corrective action measures
Responsible for the activities of 5 developers while managing multiple application development projects
Implemented network overlay to improve network security, manageability and maintenance
Managed the deployment of a performance test environment adding 50% capacity for testing customer facing
production systems
Education
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DocuSign Envelope ID 9150BB86-0385-426A-89F6-DFF8A3D8F8A7
Hanselffierney
Masters Certificate in Project Management
Stevens Institute of Technology Hoboken, NJ
Bachelor's Degree in Business Administration
Seattle University Seattle WA
Certifications/Licensee
Project Management Professional (PMP)
Jan!.jar,
Project Management Institute issued Project Management Professional certification
Skili�-
Project management. budgets business requirements contracts. Agile ITIL
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Cherie Moulin
PORT TOWNSEND, WA
IT PRACTICE MANAGEMENT& SERVICE DELIVERY THAT DRIVES TANGIBLE BUSINESS VALUE
SUMMARY
• A seasoned technology professional who excels at optimizing existing and launching new IT service offerings.
• Delivers targeted value to varied customer segments by combining innovative approaches with a deep
understanding of pre-sales,service operations and service delivery.
• Applies extensive project management experience to ensure timely deliverables and maintain operational readiness.
• A quick,analytical mind that embraces learning and leveraging new technologies.
• A track record of superior reliability as a remote worker that is invaluable in today's post-COVID work environment.
QUALIFICATIONS
VISIONARY IT PRACTICE MANAGEMENT: Proficient in building—and maintaining—scalable,profitable technology practices
and service delivery operations that achieve SLAB, meet client objectives and comply with highly complex regulations.
SOLUTION SALES TACTICIAN:Applies a demonstrated ability to analyze, interpret and translate data into meaningful
solutions for clients. Uses strictly defined sales processes and a sales funnel that keeps opportunities moving forward.
Establishes strong,deep relationships with clients while strengthening and protecting accounts. Regularly seeks ways of
adding client value that competitors miss.
MEASURES RESULTS: Lives by the numbers:Are being SLAB achieved? Is profitability aligned with cost models? Are
projects on time? How much revenue was driven?What's in the pipeline?How much has the customer base grown?
RELENTLESS LEARNER: Never stops learning. Always looking to increase professional knowledge to profitably grow the
business,make service delivery and operations more efficient.
SKILLS
PROFESSIONAL SERVICES: IT Project Delivery,Software as a Service(SaaS) •Software Development• Software
Implementation
SERVICE DELIVERY&OPERATIONS:IT Service Management(ITSM) • IT Infrastructure Library(ITIL)• Network Operations
Center(NOC) • Project Management
PRE-SALES:Account Management• Business Development • Business-to-Business(62B) • Cross Selling• Lead Generation •
Market Analysis • Marketing Strategy• Sales Presentations•Sales Process• Solution Selling
CUSTOMER SERVICE: Customer Experience• Customer Relations• Customer Retention • Customer Satisfaction
LEADERSHIP&MANAGEMENT:Regulatory Compliance•Staffing• Training& Development•Team Building• Team&
Cross-Functional Leadership•Time Management• Vendor Management
TECHNOLOGY TOOLS:Agile/Scrum • Microsoft Office(Excel,Outlook, PowerPoint,Word) • Remote Services Software
(Everdream, LANDesk, Remedy)
EXPERIENCE
PROPERTY MANAGEMENT&CONSULTING
Semi-Retired • Port Townsend,WA October 2020—
Present
Estate management;construction, rental and landscaping.
Handle all aspects of property management for owners living elsewhere. Manage all home maintenance/repair,
seasonal work, rental requirements and all landscaping maintenance.
DELIVERY SENIOR SPECIALIST ADVISOR
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DocuSign Envelope ID:9150BB86-03B5.426A-89F6-DFF8A3D8F8A7
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NTT DATA SERVICES• Plano,TX January 2013—
October 2020
Top 10 IT services provider with 50,000 employees globally, —$205M USD annual revenue.
Strategic planning and tactical implementation of a suite of clinical and business SaaS applications used by the heavily
regulated healthcare sector. Lead up to 150 cross-functional,multinational project team members in U5, Mexico, India,
and Malaysia with a heavy focus on continuous software development. Responsible for account budgeting,estimating,
planning and objective setting. Manages contract fulfillment,performance against SLAB and resource staffing,takes
corrective action where necessary.
SUCCESS HIGHLIGHTS:
• Profitability:Through delivery optimization,negotiation and cost controls, keeps profitability aligned with account cost
models. Result:assigned book of business has the highest profit margins in the Western Region.
• Account Retention/Account Growth:Assigned a$7 Million book of business scheduled to disconnect following NTT's
acquisition of then-Dell Services. Through a balanced combination of trust-building and client needs analysis, retained
$3.5 Million,then grew it 29%by replacing/adding service offerings.
PRACTICE MANAGER—GLOBAL SERVICE DESK(GSD)
ALLIED DIGITAL SERVICES,LLC(ADSL) •Torrance,CA July 2009—
January 2013
IT transformation company that designs,develops,deploys and delivers end-to-end IT Infrastructure services.
Approximately 150 employees,$28 Million annual revenue.
Building on prior success as Practice Manager—NOC,was tasked to integrate stand-alone service offerings(e.g., NOC,
break-fix,deployment,etc.)into a bundled,end-to-end service offering with a single point of contact for clients. Managed
GSD go-to-market strategy,sales,staffing,client communications,delivery logistics and SLA performance. Built GSD practice
and teams to support both scalability and growth. Designed/documented/implemented standardized delivery
methodologies across service offerings that optimized overall GSD performance.
SUCCESS HIGHLIGHTS:
• Revenue Growth:Closed equivalent of$3.19 Million per year in additional GSD contracts(133%growth)2013 v. 2009
EN POINTE TECHNOLOGIES,INC dba EN POINTE GLOBAL SERVICES(EPGS)• Gardena,CA March 2006—
July 2009
Parent company En Pointe was a Microsoft-centric provider of technology solutions with over$800 million in sales to
Fortune 1000 commercial&government clientele nationwide;subsidiary EPGS was acquired by ADSL in April 2019.
A history of increasingly responsible positions earned through proven performance as follows:
PRACTICE MANAGER—NETWORK OPERATIONS CENTER(NOC) July 2008—
July 2009
Building on prior success as Senior Operations Manager,was tasked to broaden the NOC to include full remote
infrastructure management.Transitioned all remote services from Altiris and Everdream to LANDesk. Innovated
standardized delivery methodologies and operational procedures that assured predictable, profitable and repeatable
service delivery results(SLA,OLA, KPIs). Developed SOWS and sales collateral that included an ROI tool and pricing
models. Trained Account Managers on selling remote services and served as Subject Matter Expert for customer
presentations and general pursuit and capture activities.
SUCCESS HIGHLIGHTS:
• Following acquisition by ADSL,was retained based on strong job performance and successfully rebuilt the service
model to utilize offshore support and new capabilities.
SENIOR OPERATIONS MANAGER(IT Delivery) Apri12007—July
2008
Developed new service offering around remote management of desktop and laptop devices utilizing Altiris,and Everdream
toolsets.
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SUCCESS HIGHLIGHTS:
• Los Angeles County Assessor—managed implementation of Altiris,a desktop IT asset management system
• Los Angeles County Chief Administrative Office—managed Active Directory migration
• Los Angeles County Fire Department—managed implementation of Altiris
• Los Angeles Unified School District—managed project to configure and deploy 10,000 iPads to students
• Developed service portfolio that infused service desk offering with new remote management capabilities.
• Developed all collateral and go-to-market strategy.
CLIENT SOLUTIONS DIRECTOR March 2006—
AprV 2007
As an evangelist for En Pointe's technology portfolio, used strong solution selling and value-based selling skills to formulate
innovative solutions to clients' business problems. As a technical overlay,worked closely with sales and other team
members to architect deliverables that met client needs by integrating multiple technologies and service offerings.
SUCCESS HIGHLIGHTS:
• Developed sales presentation,qualifying and pain questions which became the company standard for use by
associates.
• Rehired based on strong prior job performance 2002—2004 in this role(see earlier En Pointe employment below).
PRIOR EXPERIENCE & WHY IT MATTERS
An additional 7 years technology sector experience focused on solution development,project management and building
practices that drove revenue. Summary below, details available at time of interview.
Director, Lifecycle Management Solutions• PBM IT Solutions• May 2004—February 2006
Client Solutions Director• En Pointe Technologies • May 2002—April 2004
Senior Project Manager/Professional Service Manager• CompuCom/MicroAge•June 2000—May 2002
Managing Consultant• Comdisco•June 1999—May 2000
EDUCATION & SELECT CERTIFICATIONS
• Fullerton College, Fullerton,CA—2+years coursework towards B.S.—Computer Science
• Certifications in HIPAA Compliance, ITIL Foundation, Microsoft Software Asset Management(SAM), Project
Management
• An Altiris Certified Engineer, Everdream Certified Consultant, LANDesk Certified Engineer&Remedy Authorized
Consultant
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DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8F8A7
EXHIBIT B: SCOPE OF WORK Hanselffierney
Task 1: Upgrade Tyler Technologies Ensure operational 6 months
Tyler) EnerGov(EG) efficiency by upgrading
Environment all Tyler environments in
a timely manner
Task 1.1 Develop SOP for upgrading
Tyler Environment
Task 1.2 Train staff in SOP for
upgradinq Tyler Environment
Task 1.3 Regularly coordinate across 'Meekly
Departmental Staff including
Treasurer Information
Technology Community
Development(DCD)
Environmental Health(EH).
Public Works(PW) Finance
and Tyler Technologies
Task 2 Data Migration and Integration Ensure data
migrationnntegration
tasks are completed in a
timely manner
Task 2.1 Coordinate the API for the On- Biweekly 6 months
Line RME data mrgrabon
Task 2.2 Coordinate the EnerGov Data Biweekly 6 months
cleanup
Task 2.3 Coordinate the API between Biweekly
Laserfiche and EwGov
Task 2.4 Record the Workflow Document the workflow 12 Months
Development from EG to for operational use and
Laserfiche support
Task 2.5 Manage the EnerGov Biweekly
Problems:Reports
Spreadsheet
Task 3 Inter-Departmental Ensure departments use
Coordination the database
consistently and ensure
work is property and
efficiently routed
Task 3.1 Develop Process flows for Biweekly 6 Months
DCD EH and PW
Task 3.1.1 Facilitate Cross-Department Biweekly
Meetings and draft minutes
Task 3.1.2 Develop Best Practices for Biweekly 18 months
Data Entry that facilitate
consistency
Task 3.1.3 Develop Cross-Department Biweekly 18 months
Standard Operating Procedure
Task 4 Manage rollout of the CSS Improve the accuracy
Portal and completeness of on-
line application
submittals
Task 4.1 Coordinate On-Line Biweekly 8 months
Application Development with
Departments that improve
complete and accurate
submittals
Task 4.2 Prioritize Applications for On- 9 months
Line Permits
Task 4.3 Identify additional 9 months
hardware,software needs
Task 4.4 Conduct Beta Testing and 9 months
make changes based on beta
testing and with county
concurrence
Task 4.5 Conduct External End User 9 Months
Training with Contractors
'Estimated Timelines are subject to subsequent agreement between Consultant and County. 22