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HomeMy WebLinkAboutHansell Tierney Amendment 1 JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS CONSENT AGENDA REQUEST TO: Board of County Commissioners FROM: Mark McCauley,County Administrator DATE: March 4,2024 SUBJECT: Request for approval: Amendment No. 1 to the Professional Services Agreement (PSA)with Hansell Tierney,Inc. for Project Work Associated with Implementing Enterprise Permitting and Licensing(EPL),Formerly Known as Energov STATEMENT OF ISSUE: Due to serious challenges with the implementation of what was then known as Energov the County contracted in August,2023 with Hansell Tierney, Inc. for software implementation project management talent.Cherie Moulin is the project manager assigned to us by Hansell Tierney. Cherie has done a great job organizing the project and the implementation is proceeding at an improved pace. ANALYSIS: The original contract amount of$90,000 is close to being exhausted. Given that there is much additional work to be done staff is requesting that we increase the contract amount so we can keep Ms. Moulin as our project manager for EPL. We expect to need her services for at least another six to nine months.This requires that the not to exceed amount be increased by$90,000 for a total of$180,000. The proposed Amendment No. 1 is attached. FISCAL IMPACT: The additional contract amount will be funded using General Fund—Non-departmental. RECOMMENDATION: That the Board of County Commissioners approve Amendment No. 1 to the PSA with Hansell Tierney. REVIEWED BY: Mark McCa , County Administratoy Date CONTRACT REVIEW FORM Clear Form (INSTRUCTIONS ARE ON THE NEXT PR GE) CONTRACT WITH: Hansell Tierney, Inc. Contract No: EPL PSA-24 Contract For: Software Implementation Project Management Term: Until funds are exhausted COUNTY DEPARTMENT: County Administrator Contact Person: Mark McCauley Contact Phone: 360-385-9130 Contact entail: mmccauley@co.jeHerson wa.us AMOUNT: $90,000 PROCESS: Exempt from Bid Process Revenue: N/A Cooperative Purchase Expenditure: $9o,000 Competitive Sealed Bid Matching Funds Required: N/A Small Works Roster Sources(s)of Matching Funds N/A Vendor List Bid Fund # 001-270 RFP or RFQ Munis Org/Obj 001-270 Other: APPROVAL STEPS: STEP 1: DEPARTMENT CERTIFIES CO LANCE W H 3.55.080 AND CHAPTER 42.23 RCW. CERTIFIED: ■ N/A: ' Ir tature f 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: [i] N/A: Sig t e Date / STEP 3: RISK MANAGEMENT REVIEW(will be added electronically through Laserfiche): Electronically approved by Risk Management on 2/27/2024. STEP 4: PROSECUTING ATTORNEY REVIEW (will be added electronically through Laserfiche): Electronically approved as to form by PAO on 2/27/2024. Contract Amendment. 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 I Amendment No. 1 to the Professional Services Agreement with Hansell Tierney, Inc. This Amendment No. 1 to the Agreement is made and entered into by and between Jefferson County and Hansell Tierney, herein after known as the"Parties." WHEREAS,the Parties want to amend the Agreement entered into between them; NOW, THEREFORE,the Parties agree as follows: 1. Purpose.The purpose of this Amendment is to add $90,000 to the not exceed amount of the Agreement raising it to $180,000. 2. Amendment. The first sentence of 4. Payment. a. is amended to read: 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 the Contractor shall not exceed $180,000, in accordance with Section B. of Exhibit A, without express written modification of the Agreement signed by each part'. 3. No Other Change. All other terms of the Professional Services Agreement between the Parties remain unchanged, except as modified in this Amendment. (SIGNATURES FOLLOW ON NEXT PAGE) 1 IN WITNESS WHEREOF, the parties have caused this Grant Agreement to be executed this day of 2024. Jefferson County Hansell Tierney, Inc Board of Commissioners Signature Date Printed Name/Title By: Kate Dean, Chair Date i SEAL: ATTEST: Carolyn Gallaway,CMC Date Clerk of the Board Approved as to form only: OC February 27, 2024 Philip C. Hunsucker Date Chief Civil Deputy Prosecuting Attorney 2 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. The hourly rate for Cherie Moulin will be $151.00/hour. The hourly rate for Kelly Olson will be $126.00/hour. The consultants may offer to reduce their hourly rate with the approval of the County. 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. 1 DocuSign Envelope ID:9150BB86-03B5-426A-89F6-DFF8A308FBA7 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, ofdrawings and specifications for information, reference and use in connection with Consultant's endeavors. Consultant shall not be held liable for reuse ofdocuments 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 4.24.1 15 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 ofthis 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 DocuSign Envelope ID:9150BB86-03B5-426A-89F6-DFF8A3D8F8A7 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 ofcoverage as required by this section shall be delivered to the County within fifteen (15) days of execution ofthis Agreement. 3 DocuSign Envelope 10 9150BB86-0385-426A-89F6-DFF8A3DBF8A7 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. I. 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 RCW 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. 4 DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A308F8A7 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. IO. Worker's Compensation (Industrial Insurance). a. if and only ifthe 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 RC W, 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. 5 DocuSign Envelope ID.9150BB86-03B5-426A-89F6-DFF8A308F8A7 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 pertormed 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 ofthis 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 otany 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 tide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, gifts, or any other 6 DocuSign Envelope ID 91508886-03B5-426A-89F6-DFF8A3D8F8A7 consideration contingent upon or resulting from the award or making ofthis Agreement. For breach or violation ofthis 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 Assi nment. 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 ofthis 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 L,'nited 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 Panics shall be sent to the following addresses: 7 DocuSign Envelope ID:9150BB86-03B5-426A-89F6-DFF8A3DBFBA7 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 attorneys 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 ofappeal tom such decisions ofthe respective Superior Courts in accordance with the laws ofthe State of Washington. The Consultant hereby consents to the personal jurisdiction of the Superior Court ofthe State of Washington for Jefferson County. 22. Section Pleadings. The headings of the sections ofthis Agreement are for convenience of reference only, and are not intended to restrict, affect, or be ofany weight in the interpretation or construction of the provisions ofthe 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. 8 DocuSign Envelope ID 9150BB86-03B5426A-89F6-DFF8A3D8F8A7 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 Assi nment. 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-party 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. Signature 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 ofthe request per the notice provisions of this Agreement. (SIGNATURES FOLLOW ON THE NEXT PAGE) 9 DocuSign Envelope ID 9150BB86-0365-426A-89F6-DFF8A3D8F8A7 JEFFERSON COUNTY WASHINGTON CONSULTANT: HANSELL TIERNEY, INC. Board of County Commissioners Jefferson County, Washington Approved Telephonically �u ° B y: ,�,/)�z 2 By: F�tL (kau.uu Nt.�u�.c. �? x�bf i wser+wr�s Greg Brotherton, Chair Date Hansell Tierney, Inc. 8/1/2023 By: j Date: Kate Dean, Commissioner Date By: .`,7 RSN�"'' Heidi Eisenhour, Commissioner D,t�FFE O�y''►r Goi,Mis$;o c0`''� SEAL: _ yto. ATTEST: "A Ola Carolyn 6allaway Date Clerk of the Board Approved as to form only: f August 2, 2023 Philip C. Hunsucker Date Chief Civil Deputy Prosecuting Attorney IU DocuSign Envelope 10 9150BS86-03B5-426A-89F6-DFF8A3D8F8A7 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. Hansell TIE"1,f 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 .......------- _ _. . --- T- A I 1 l 1, 1'1 i[18 L 1-, Po rt City of Seattle of Seattle 13-year partnership 7-year partnership 6-year partnership i 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 11 DocuSign Envelope ID 9150BB86-03B5-426A-89F6-OFF8A3D8F8A7 ,.... 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 Proiect Monoaement 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: 12 DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8FBA7 ` Hanseffierney 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: 13 DocuSign Envelope ID 9150BB86-0385-426A-89F6-DFF8A3D8F8A7 „-- Hanselffierney • 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. 14 DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3DBF8A7 HanselMerney 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. 15 DocuSign Envelope ID 9150BB86-0385-426A-89F6-DFFBA308F8A7 Hanselffierney 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 Mentoring. • 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 So..^j T-3-s - i.r.e 2222 - Coordinate internal resources and third parties/vendors for the effective execution of projects. - 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 y Se3" 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 projects using integrated Waterfall and Agile methodologies. - Managed development resources, project budget ($2.2M), and project schedule for enhancing the Project 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 16 DocuSign Envelope ID:9150BB86-0385-426A-89F6-DFF8A3D8F8A7 HansellTierrey A;.gus; 2C'!8 !o A;,r,; 2 - 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 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 - 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 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 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. Ed:-,c-at,or 17 DocuSign Envelope ID.9150BB86-0365-426A-89F6-DFF8A3D8F8A7 HansellTierney Masters Certificate in Project Management Stevens Institute of Technology Hoboken, NJ Bachelor's Degree in Business Administration Seattle University Seattle, WA Certifications/Licenses Project Management Professional (PMP) .ia^.jai, -.C5 Project Management Institute issued Project Management Professional certification. Skills Project management, budgets, business requirements, contracts,Agile, ITIL. 18 DocuSign Envelope ID 91508686-03B5-426A-89F6-DFF8A308F8A7 HansellTierney 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 SLAs, 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 SLAs 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(B2B) • 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 19 DocuSign Envelope ID 9150BB86-0385-426A-89F6-DFF8A3D8F8A7 ,r. HansellTierney NTT DATA SERVICES• Plano,TX January 2013- October 2020 Top 10 IT services provider with 50,000 employees globally, -$205M LISD 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 US, 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) April 2007-July 2009 Developed new service offering around remote management of desktop and laptop devices utilizing Altiris,and Everdream toolsets. 20 DocuSign Envelope ID 9150BB86-03B5.426A-89F6-DFF8A3D8F8A7 HansellTierney 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— Aprtl 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 21 DocuSign Envelope ID 9150BB86-03B5-426A-89F6-DFF8A3D8FBA7 HansellTierney EXHIBIT B: SCOPE OF WORK � ec�og opera Task 1: Tyler T res Ensure tonal � ~ 6 months (Tyler) EnerGov,(EG) effioency by upgrading Environment all Tyler environments in a timely manner Task 1.1 Develop SOP for upgrading Tyler Environment Task 1.2 Tram staff in SOP for upgradnq Tyler Environment Task 1.3 Regularly coordinate across Weekly 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 mgratioNintegration tasks are completed in a timely manner Task 2.1 Coordinate the API for the On- Biweekly 6 months Line RME data migration Task 2.2 Coordinate the EnerGov Data Biweekly 6 months cleanup Task 2.3 Coordinate the API between Bnveekly Laserfiche and EnerGov 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 effioentty 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 Priontize Applications for On- 9 months Line Permits Task 4.3 Identity 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 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 (INSTRUMONS ARE ON THE NEXT PAGE) CONTRACT WITH: Hansell Tierney, Inc. Contract No: a do 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.jet7erson.wa.us AMOUNT: $90,000.00 PROCESS: Exempt from Bid Process Revenue: Cooperative Purchase Expenditure: s9o,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 CONIPLIANCE ZH JCC 3.55.080 AND CHAPTER 42.23 RCW. CERTIFIED: D■ N/A: July 31,2023 Sign 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: 17N N/A: July 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 1 Pricing for Cherie at Jefferson County 1 message Carly Hardy <Carly@hanselltierney.com> Mon, Aug 7, 2023 at 10:53 AM To: Chris Goy<CGoy@co.jefferson.wa.us> From:Carly Hardy<Carly@hanselltierney.com> Sent: Monday,July 10, 2023 4:11 PM To:Chris Goy<CGoy@co.iefferson.wa.us> Subject: RE: Hansell Tierney RFQ Response-Jefferson County ALERT: BE CAUTIOUS This email originated outside the organization. Do not open attachments or click on links if you are not expecting them. Hi Chris, I would be happy to provide additional pricing information for you and your team to review. Please see the table below: Consultant Hourly Bill Rate Kelly Olson $126.00 Cherie Moulin $151.00 Hansell Tierney bills on an hourly basis,so Jefferson County has the flexibility to utilize our resources as needed. These numbers are negotiable, so if there is a fixed budget, please let us know and we can do our best to fit within the parameters. Please let me know if you have any additional questions. Warm Regards, Carly Hardy I She/Her Account Manager Mobile: 970.237.2868 1 Office: 206.232.3080 HansellTierney®o' WuMEN' OWNED CONFIDENTIALITY NOTICE:The information contained in this e-mail message, including any attachments, is for the sole use of the intended recipient and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient,and have received this communication in error, please contact the sender by reply e- mail and destroy all copies of the original message. From:Chris Goy Sent: Monday,July 10, 2023 12:51 PM To: Carly Hardy Subject: RE: Hansell Tierney RFQ Response-Jefferson County Hi Carly, Thanks so much for this response! We're thrilled to look through it as a team.Any additional pricing sheets or estimates on a year's worth of work at 20 hours per week would be helpful.We wouldn't hold you to it. I assume that kind of thing is relatively negotiable, if we had a fixed budget, say? Best, Chris Goy Central Services Director/ Deputy County Administrator Jefferson County,WA Desk: 360.385.9362 Mobile: 360.531.1485 From: Carly Hardy<Carly@hanselitierney.com> Sent: Friday,July 7, 2023 4:35 PM To: Chris Goy<CGoy@co.iefferson.wa.us> Subject: Hansell Tierney RFQ Response -Jefferson County ALERT:BE CAUTIOUS This email originated outside the organization. Do not open attachments or click on links if you are not expecting them. Good Afternoon Chris, Hansell Tierney is excited to present our RFQ response regarding Jefferson County's Ongoing Information Technology/Project Management Consultant opening. I have attached our response onto this email, and look forward to hearing back from you when selections are made. Have a wonderful weekend, Carly Hardy I She/Her Account Manager Mobile: 970.237.2868 1 Office: 206.232.3080 HansellTierney W--MEN' OWNED CONFIDENTIALITY NOTICE:The information contained in this e-mail message, including any attachments, is for the sole use of the intended recipient and may contain confidential and privileged information.Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, and have received this communication in error, please contact the sender by reply e- mail and destroy all copies of the original message.