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HomeMy WebLinkAbout2004-09-13 City Council (12)City of Palo Alto City Manager’s Report TO: FROM: HONORABLE CITY COUNCIL ~ CITY MANAGER DEPARTMENT: ADMINISTRATIVE SERVICES DATE:SEPTEMBER 13, 2004 CMR: 408:04 SUBJECT:AGREEMENT BETWEEN THE CITY OF PALO ALTO AND THE CITY OF MORGAN HILL FOR INFORMATION TECHNOLOGY SERVICES IN THE AMOUNT OF $150,000 RECOMMENDATION Staff recommends that Council: Approve and authorize the Mayor to execute the attached two-year agreement to provide information technology (IT) services to the City of Morgan Hill in an amount not to exceed $150,000 per year. Authorize the City Manager or his designee to extend the agreement for up to three additional years in an amount not to exceed a total contract amount of $200,000 in any contract year. Authorize the City Manager or his designee to negotiate and execute one or more amendlnents to the agreement with the City of Morgan Hill to increase or modify the scope of services and increase compensation to Palo Alto in an amount not to exceed a total contract amount of $200,000 in any contract year. BACKGROUND In July 2001, the Information Technology Division of the Administrative Services Department started the Information Technology Service Provider (ITSP) program. The program was created to establish partnerships with municipal governments to provide information technology services. In 2001, Council approved contracts between the City of Palo Alto and the Cities of East Palo Alto and Los Altos for IT services including onsite support, IT strategic pla~ming, and web design and maintenance. In 2002, Council approved new multi-year contracts with East Palo Alto and Los Altos as well as new contracts with the Cities of Los Altos Hills and Atherton. Council granted authority for these contracts to be extended through CMR: 408:04 Page 1 of 3 fiscal year 2004-05. New contracts were also established with the Cities of Alameda, Emeryville, and Saratoga. At the start of the ITSP program, staff expected that additional cities would be interested in IT services. In March 2004, staff responded to a request for proposal (RFP) for information technology services from the City of Morgan Hill. DISCUSSION The proposed agreement with the City of Morgan Hill will deliver IT support and management services in the amount of $140,000 per year. An additional $10,000 is available for additional services if needed. This agreement has the potential to be extended for three additional one-year periods with up to a five percent increase in compensation each year. The agreement cannot be extended without Palo Alto’s consent. The agreement may also be terminated by either party upon fifteen days notice. The City of Palo Alto was selected by Morgan Hill after a competitive RFP selection process. Palo Alto’s combined experience, reputation and cost effectiveness lead to the selection over a nmnber of private firms. RESOURCE IMPACT Funds and staffing for these agreements are available in the City of Palo Alto 2004-05 External Services Adopted Budget. The projected cost to support the agreements will be fully offset by the revenues received from the contract cities. POLICY IMPLICATIONS Because the City was responding to an RFP, Palo Alto could not use its standard IT external services contract; instead Palo Alto was required to use the one provided by Morgan Hill. The Morgan Hill contract has different provisions from Palo Alto’s standard IT external services contract including indemnity, insurance and warranty requirelnents. Staff was able to negotiate notable differences from our standard IT external services contract including an indemnity in favor of Morgan Hill for third party claims arising out of Palo Alto’s negligence or willful misconduct in the performance of the IT services and exclusion of software and hardware installation services from the no warranty provision. While the warranty provision may be a new component to an IT services contract, Palo Alto has previously provided and currently provides this type of service to other cities; therefore, staff does not expect performance of these services for Morgan Hill to be unusual. ENVIRONMENTAL REVIEW This is not a project under the California Environmental Quality Act. CMR: 408:04 Page 2 of 3 ATTACHMENTS Attachment A: Agreement for Information Technology Services between the City of Palo Alto and the City of Morgan Hill PREPARED BY: DEPARTMENT APPROVAL: DAVID RAMBERG IT Manager, External Services DirectS, Administrative Services CITY MANAGER APPROVAL: HARRISON Assistant City Manager CMR: 408:04 Page 3 of 3 ATTACHMENT A CONSULTAIqT AGREEMENT BETWEEN THE CITY OF MORGAN HILL AND THE CITY OF PALO ALTO THIS AGREEMENT is made this day of September, 2004, by the CITY OF MORGAN HILL, a municipal corporation, ("CITY"), and the City of Palo Alto, a California municipal corporation ("PALO ALTO "). RECITALS The following recitals are a substantive part of this Agreement: i. This Agreement is entered into pursuant to the Morgan Hill City Council’s approval on June 16, 2004. 2. CITY desires information technology services and has requested that Palo Alto provide such information technology services. 3. PALO ALTO has an established information technology operation and the capacity to provide such services to CITY as are hereinafter described, and is willing zo do so. AGREEMENT THE PARTIES MUTUALLY AGREE AS FOLLOWS: i. Term of Agreement; Extension. This Agreement shall cover services rendered from October i, 2004, until September 30, 2006, inclusive. The CITY may, in its sole discretion, choose zo extend, and PALO ALTO may, in its sole discretion, choose zo accept, the Agreement on the same terms and conditions, with the exception of compensation as stated in Paragraph 4.1 below, for three successive one-year terms. 2. Services to be Provided. The services to be performed by PALO ALTO shall consist of information technology management services ("Services") as described in Exhibit "A" attached to and made a part of this Agreement. 3. CITY’S Obligations. CITY shall at its sole cosz, maintain in full force and effect, and renew as necessary, al! relevant third party vendor agreements and third party supporz agreements relevant to the software packages and/or technologies listed in Exhibit attached to and made a part of this agreement. 4.Compensation. PAL0 ALTO shall be compensated as follows: 4.1 Amount. ($800,000) o Compensation under this Agreement shall not exceed Eight Hundred Thousand Dollars ($800,000.) 040908 sm 0100293 1 Compensation for year one shall not exceed $150,000. Compensation for year two shall not exceed $150,000. Should the CITY extend this Agreement pursuant to Paragraph 1 above, compensation shall be increased to $157,500 in year three, $165,375 in year four, and to $173,644 in year five. 4.2 Payment. For work under this Agreement, payment shall be made per monthly invoice. For extra work not a part of this Agreement, written authorization by CITY will be required, payment shal! be based on hourly rates in Exhibit "C" attached and incorporated herein by this reference. 4.3 Records of Expenses. PAL0 ALTO shall keep accurate records of payroll, travel, and expenses. These records will be made available to CITY. 4.4 Termination. CITY and PALO ALTO shal! have the right to terminate this Agreement, without cause, by giving fifteen (15) days’ written notice. 5.Insurance Requirements. 5.1 Commencement of Work. PALO ALTO shall provide CITY with proof of self-insurance prior to commencement of work under this Agreement. For general liability and automobile liability, PAL0 ALTO shall provide CITY, prior to commencement of work, with a certificate demonstrating that Palo Alto has a self-insured retention. In addition, prior to commencement of work, Palo Alto shall provide CITY with an endorsement stating that: The CITY, its elected officials, officers, employees, agents and representatives are named as additional insureds; and, The insurer waives the right of subrogation against CITY and CITY’S elected officials, officers, ..employees, agents, and representatives; and, Insurance shall be primary non-contributing. PALO ALTO shall furnish CITY with copies of all policies or certificates subject to this Agreement, whether new or modified, promptly upon receipt. No policy subject to this Agreement shall be cancelled or materially changed except after thirty (30) days’ notice by the insurer to CITY by certified mail. 5.2 Workers Compensation Insurance. PALO ALTO and all subcontractors shall maintain Worker’s Compensation Insurance, or self-insurance, if applicable. 5.3 Insurance Types and Amounts. PALO ALTO shall maintain general commercial liability and automobile insurance or self-insurance against claims and liabilities for personal injury, 040908 sm 0100293 2 death, or property damage, providing protection of at least $i,000,000 for bodily injury or death to any one person for any one accident or occurrence and at least $i,000,000 for property damage. 5.4 Acceptability of Insurers. All insurance required by this Agreement shall be carried only by responsible insurance companies licensed to do business in California. Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII. 5.5 Provision of Agreement to Insurers. PAL0 ALTO represents that they have provided a copy of this Agreement to their respective insurers, and the insurers are aware of all obligations pertaining to PAL0 ALTO as stated in this Agreement. 6. Non-Liability of Officials and Employees of the CITY. No official or employee of CITY shall be personally liable for any default or liability under this Agreement. 7. Non-Discrimination. PAL0 ALTO covenants there shall be no discrimination based upon race, color, creed, religion, gender, marital status, age, disability, national origin, or ancestry, any activity pursuant to this Agreemenz. 8. Independent Contractor. It is agreed to that PAL0 ALTO shall act and be an independent contractor and not an agenn or employee of CITY. 9. Compliance with Law. PALO ALTO shall comply with all applicable laws, ordinances, codes, and regulations of the federal, state, and local government. i0. Ownership of Work Product. All documents or other information developed or receivedby PALO ALTO for work performed under this agreement shall be the property of CITY. PAL0 ALTO shall provide CITY with copies of these items upon demand or upon termination of this Agreement. To the extent that Palo Alto’s performance of the services results in a work product that is in support of sofzware programs licensed to CITY by third parties under one or more software license agreements, the applicable software license agreement shall govern CITY’s use of the work product. ii. Conflict of Interest and Reporting. PALO ALTO shall at all times avoid conflict of interest or appearance of conflict of interest in performance of this Agreement. 12. Notices. All notices shall be personally delivered or mailed, via first class mail to the below listed address. These addresses shall be used for delivery of service of process. Notices shall be effective five (5) days after date of mailing, or upon date of personal delivery. 040908 sm 0100293 3 Address of PAL0 ALTO is as follows: Administrative Services Dept. City of Palo Alto 250 Hamilton Avenue Palo Alto, CA 94301 with a copy to: City Clerk City of Palo Alto 250 Hamilton Avenue Palo Alto, CA 95301 Address of CITY is as follows: City Manager with a copy to: City of Morgan Hill City Clerk 17555 Peak Avenue 17555 Peak Avenue Morgan Hill, CA 95037 Morgan Hill, CA 95037 13. PALO ALTO’S Proposal. This Agreement shall include PAL0 ALTO’S proposal or bid, which is incorporated herein. In the event of any inconsistency between the terms of the proposal and this Agreement, this Agreement shall govern. 14. Licenses, Permits ~nd Fees. Palo Alto shall obtain a City of Morgan Hill Business license, all permits, and licenses as may be applicable and required to perform the obligations of this Agreement. 15. F~miliar£ty with Work. By executing this Agreement, PALO ALTO represents that: (i) it has investigated the work to be performed; (2) it has investigated the site of the work and is aware of all conditions there; and (3) it understands the difficulties and restrictions of the work under this Agreement. Should PAL0 ALTO discover any conditions materially differing from those inherent in the work or as represented by CITY, it shall immediately inform CITY and shall not proceed, except at PALO ALTO’S risk, until Written instructions are received from CITY. 16.Time of Essence. this Agreement. Time is of the essence in the performance of 17. Limitations Upon Subcontracting and Assignment. Neither this Agreement nor any portion shall be assigned by PAL0 ALTO, without prior written consent of CITY. 18. Authority to Execute. The persons executing this Agreement on behalf of the parties warrant that they are duly authorized to execute this Agreement. 19,Indemnification. 19.1 PALO ALTO agrees to protect, defend and hold harmless CITY and its elective or appointive boards, officers, agents, and employees from any and all claims, liabilities, expenses, or 040908 sm 0100293 4 damages of any nature, including reasonable attorneys’ fees, for injury or death of any person, or damage to property, or interference with use of property, to the extent arising out of the negligent acts or omissions or willful misconduct of PALO ALTO, PALO ALTO’S agents, officers, employees, subcontractors, or independent contractors hired by PALO ALTO, in the performance of the Agreement. The only exception to PALO ALTO’S responsibility to protect, defend, and hold harmless CITY is due to the sole negligence of CITY as adjudged by a court of competent jurisdiction.This agreement shall apply to all liability, regardless of whether any insurance policies are appli~cable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by PALO ALTO. 19.2 CITY agrees to protect, defend and hold harmless PALO ALTO and its electiv~ or appointive boards, officers., agents, and employees from any and all claims, liabilities, expenses, or damages of any nature, including reasonable attorneys’ fees, for injury or death of any person, or damage to Property~ or interference with use of property, to the extent arising solely out of the negligent acts or omissions or willful misconduct of CITY, CITY’S agents, officers, employees, subcontractors, or independent contractors hired by CITY,~ in the performance of the Agreement. This agreement shall apply to all liability, regardless of whether any insurance policies are applicable. 20.No Warranty/Limitation on Liability. 20.1 No warranties, whether express or implied, including, without limitation, the implied warranties of merchantability and fitness for a particular purpose, are made by PALO ALTO and PALO ALTO makes no warranties with respect to hardware equipment or software for which other warranties apply. In no event will PALO ALTO be liable to CITY or any other party for any loss, including time, money, goodw~ll and consequential damages, which may arise from modification of the work performed or product(s) produced under this Agreement by Palo Alto. 20.2 Palo Alto shall not be liable for damages caused by services, systems, software, hardware, equipment or technology of third parties that are not supplied by Palo Alto hereunder. 21.Confidentiality. 21.1 The parties acknowledge that in the course of and as a consequence of this Agreement, they each may be exposed to or acquire information that is proprietary to or confidential to the other party or its contractors. The parties agree that :they will each notify the other of any such proprietary or confidential information, and shall hold such information in strict confidence and shall not copy, reproduce, sell, assign, lic÷nse, market, transfer, give or otherwise disclose such informat±on to third parties or use such information for any purposes whatsoever, 040908 sm 0100293 5 without the express written permission of the other party, other than for the provision of services under this Agreement, except as provided in Paragraph i0 above. The parties agree to advise each of their employees, agents, and representatives who may have access to such information of their obligations to keep such information confidential. All such confidential and proprietary information described herein and any deliverable provided hereunder, in whatever form, are hereinafter collectively referred to as "Confidential Information." The parties shall use their reasonable efforts to assist each other in identifying and preventing any unauthorized use or disclosure of any Confidential Information. Without limitation of the foregoing, the parties shall use reasonable efforts to advise each other immediately in the event that either learns or has reason to believe that any person who has had access to Confidential Information has violated or intends to violate the terms of this Agreement, and will reasonably cooperate in seeking relief against any such person. 21.2 Notwithstanding the obligations set forth in Section 21.1, the confidentiality obligations of the parties shall not extend to information that: is, as of the time of its disc!osure, or thereafter becomes part of the public domain through a source other than receiving party; was known to the receiving party as of the time of its disclosure; or is independently developed by the receiving party; or is subsequently learned from a third party not under a confidentiality obligation to the providing party; or is required to be disclosed pursuant to court order or government directive whereupon the receiving party shall provide notice to the other party prior to such disclosure. 22. Modification. This Agreement constitutes the entire agreement between the parties and supersedes any previous agreements, oral or written. This Agreement may be modified or provisions waived only by subsequent mutual written agreement executed by CITY and PAL0 ALTO. 23. California Law. This Agreement shall be construed in accordance with the laws of the State of California. Any action commenced about this Agreement shall be filed in the Santa Clara County Superior Court. 24. Interpretation. This Agreement shall be interpreted as though prepared by both parties. // // // // 040908 sm 0100293 25. Preservation of Agreement. Should any provision of this Agreement be found invalid or unenforceable, the decision shall affect only the provision interpreted, and all remaining provisions shall remain enforceable. IN WITNESS THEREOF, the parties have executed this Agreement on the day and year shown below. CITY OF MORGAN HILL:CITY OF PALO ALTO: By: By: J. Edward Tewes City Manager Date:Date: APPROVED AS TO FORM: Mayor APPROVED AS TO FORM: By: By: Helene L. Leichter City Attorney Senior Assisuanu City Attorney Date:Date: ATTEST: By: Irma Torrez, City Clerk APPROVED: By: Date: Jack Dilles, Risk Manager ATTEST: By: City Clerk APPROVED: By: Assisuanu City Manager Date: By: Administrative Services Director Date: By : Risk Manager Date: 040908 sm 0100293 Exhibit "A": Scope of Work TYPE OF SERVICE 1. Desktop & Server Services SL SERVICE LEVEL NARRATIVE Full support will be provided tbr PCs and Servers that meet the City’s hardware software standards Standard City hardware includes its current PCs with standard and first-, second-, and third-generation hardware standard equipment Hardware Problem Diagnosis Hardware Component Upgrade/Replacement Hardware Tuning Hardware Installation and relocation Standard Software Software Diagnosis/Problem Solving Software Installation & upgrades Software Tuning/Repair Other Non-Standard Software Software Diagnosis/Problem Solving Software Installation and Integration Software Tuning/Repair Modem & Remote Access Support PC & Server H/VV" & S/VV" Implementation ~(For non-standard PCs or non-standard PC software) 1 1 1 t 1 1 2 2 2 3 1 1 2. Network Services Network Hardware Problem Diagnosis New Standard Network Hardware Installation Full support. Assessment and Problem diagnosis will be done on all standard PCs and supported desktop software Full support. Problem diagnosis, available solution implementation Component replacement inventory will be provided by the City based on recommended inventory to be proposed by Contractor Full support. Problem diagnosis, available solution implementation. Only when hardware disassembly is not required Full support. Complete vendor ownership. Implementation schedule to be proposed and jointly agreed upon by Contractor & City Full Support with problem escalation to vendors on products listed in See RFP Section IV - Typical Desktop & Server Software Full Support. Problem escalation to vendors, full solutior, ownership on Standard Software Full support with problem escaIation to vendors, Best efforts only. Will coordinate and lead resolution on a time available basis. Examples: Front Page, Access, WordPerfect Best efforts only. Will coordinate and lead resoluuon on a time available basis. Best efforts only. Will coordinate and lead resolution on a time available basis Remote Server: Problem escalation to vendors, full solution ownership Full remote client support is limited to City standard equipment and software installed on City’s PC’s at City locations. Vendor shall provide city-owned client software to employees upon request for the employee’s own installation and shall provide instruction but shall not be required to touch the employee’s machine. Best efforts only. Will coordinate and lead resolution on a time available basis. Implementation schedule to be proposed and jointly agreed upon by Contractor & City Full Support. Problem diagnosis and problem escalation to vendors. Full support. Complete vendor ownership. Network Hm’dwm’e Relocations Network Security Log Reviews Network Hmdware Tuning Specified Network Softwme Other Network Software Cabling Maintenance & Installation 1 1 1 1 2 4 Implementation schedule to be proposed and jointly agreed upon by Contractor & City Problem escalation to vendors, full solution ownership Review logs on all security device and produce exception and!or alert reports to Network Manager Problem escalation to vendors, full solution ownership Problem escalation to vendors, full solution ownership Best efforts only. Will work with specialized outside software vendors to install updates and troubleshoot network issues in cooperation with them. Service can be provided for additional fee Switches & Hubs Problem Diagnosis/Identification EmaiI Post Office Administration Email Server Administration (on-site) Administration of Internet Servers & Gateways Administration of intranet Servers & Gateways File Server Administration Router & Firewall Administration Network Related Technical Consulting Services Network Related Implementation Projects 3. Computer Operations Production Computer Operations Data Management (backup, offsite storage) Database Operations (monitor and report on DBMS operations) Security Management all aspects of system security (passwords, Firewall support, Internet intrusions, etc) Network Capacity Planning 1 1 1 1 1 1 4 1 Problem diagnosis, available solu!ion implementation Full Support. Problem escalation to vendors, full solution ownership. Will maintain main P.O. name & address directories ’Full Support. Problem escalation to vendors, full solution ownership. Main Post Office, associated local message server Full Support. Problem escalation to vendors, full solution ownership Limited to specific Servers (existing & planned) Full Support. Problem escalation to vendors, full solution ownership Full Support. Problem escalation to vendors, full solution ownership Full Support. Problem escalation to vendors, full solution ownership. Table maintenance and policy enforcement Full Support. Problem escalation to vendors, full solution ownership. Advise, recommendations, quantification of alternatives Service can be provided for additional fee Full Support. Develop and maintain all comiJuter operations documentation for all system production job, execution, backup, back up rotation, restore, check point restarts, report distribution, and maintain complete " job/eventJoperations production logs. On scheduled basis execute all necessary programs, backups, restored, report preparation, restart and typical in computer room operations tasks. Will cooperate fully with all Applications Development and Maintenance personnel to provide seamless Client views of development, maintenance and production operations activities Full Support. Problem escalation to vendors, full solution ownership Service applies to all servers managed Service can be provided for additional fee Full Support. Problem escalation to vendors, full solution ownership Internet presence, Windows NT, Mail Services, Critical Applications Full Support. Problem escalation to vendors, full solution ownership Will provide input needed for City budgeting 4. Server Hardware Repair, Preventive Maintenance, Cleaning 5. Helpdesk Telephone Support 6. Helpdesk Automated System, 7. Client Training (Software & Applications 8. New Information Systems 9. Asset Management 1, 4, Full support. Assessment and Problem diagnosis will be done on the covered servers and server software. Help Desk Telephone support provided during business hours. Automated problem submission and status reporting available on the Web Training services, beyond simple tips available for an additional fee, Full support depending on the application. Vendor will install and obtain network connectiv!ty for all new server hardware and operating system software. Vendor can be asked to directly support additional software systems for an additional fee. Full support. Provide to the City periodic asset tracking of all hardware and software. Assist the city with management of assets. Service Level (SL) 1 Service Level Narrative Full solution ownership, Problem escalation to vendors, This is the typical expected Contractor service level, applied to requests activities the Contractor will handle. Contractor responsibility for this servlce level extends to whatever actions are required to meet the specific service objectives on a complete and timely basis including escalation to outside vendors if necessary, at contractor’s cost. Problem diagnosis, available solution implementation. Contractor will examine, work with manufacturer, and diagnose the problem symptoms identified in the service request. Where the Contractor’s staff experience suggests a probable cause and/or an appropriate solution is known, this solution will be implemented. Contractor’s may coordinate and drive the resolution however the work is "best efforts." There is no assurance that the problem will be resolved. If not resolved within a reasonable timeframe, the problem will be escalated to the City’s Contract Manager for follow-up and resolution. Assessment, service recommendation only Contractor will examine and diagnose the problem symptoms identified in the service request and advise the requester and/or the City Network Manager of any issues identified as well as available courses of action. Contractor responsibility will not extend to solution implementation. Service can be provided for additional fee. Contractor will examine the problem symptoms identified in the service request and report a possible "out of scope" situation to the City’s Network Manager. If mutually determined by the City and Contractor that work is out of agreement scope, the work will not be done except by separate agreement and for additional fee. Scope could be revised in the future as City needs dictate. No service will be provided. Contractor will not become involved in this type of service request. MINIMUM PERFORMANCE EXPECTATIONS Contractor - General Contractor is expected: To provide timely, professional and effective services, work harmoniously with City staff and other contractors, conduct regular status and information meetings, provide regular and timely reports on outstanding issues, work accomplished, and general network health, and make recommendations on improving City processes. To conduct an annual Service Satisfaction Survey in addition to the individual event survey specified below in "Desktop Support" performance survey To provide enforcement of all City policies relating to the use of information technology resources. Desktop Support - Desktop Support Technicians are expected to resolve Client/caller generated trouble calls in a professional and efficient manner. Additionally they will work on special project/task assignments as necessary: to setup and configure new PCs, to maintain current version levels of desktop software, to install, upgrade or troubleshoot software, to conduct hardware and software inventories, todo minor hardware installations and modifications on existing PCs, and other related tasks. Desktop Support Technicians will provide desktop support for all problems and project calls to diagnose, upgrade, install, fix, adjustment, and general problem resolution during the hours of 8:00am to 5:00pm Monday through Friday. Desktop Support Technicians will respond (call acknowledging assignment of call) to Client/caller, resolution/diagnosis according to prioritization. Desktop Support Technician will make appointment with Client/caller to be scheduled during an AM or PM (4 hour) window. ® Desktop Support Technician will call Client/Caller if appointment cannot be kept or will be delayed. Client/Caller will be apprised of problem status during the entire problem resolution cycle in a timely manner, by the end of the activity service day. Desktop Support Technicians will give Client opportunity to test system while they are present once problem resolved if at all possible. For long-term problems, Client to be notified weekly of progress until resolved/closed. Desktop Support Technicians, upon any visit, will always give Client a problem resolution sheet, approved by the City, with: reported problem, time/date of report, prioritization, time/date of acknowledgement, time/date of appointment, time/date of resolution, and performance survey indicating if: ¯response was timely within published specifications, ’ .was problem satisfactorily resolved, ¯was Client aware of status of issue during the entire process ¯did technician allow Client to test system to insure system is operational, overall ranking of service: 1 (unacceptable), 2 (poor), 3 (adequate), 4 (good), 5 (excellent). One copy of resolution sheet to be kept by technician to document problem resolution and entered into a tracking system Other copy with survey information to be completed by Client to acknowledge resolution and to provide survey information. Client requested to send Survey to IT Committee for tracking. Desktop Support Technicians will document all actions taken on each call into the tracking system before they leave for the day on the day that the activity took place whether the call is complete or not, For issues resolved over the phone involving more than minimal effort (for example, resetting a password would be considered "minimal" effort; walking Client through steps to make a configuration change would be considered "more than minimal" effort), Client is to receive problem resolution sheet to fill out at their convenience. Contractor staff is expected to provide their own transportation between City sites during their support activities. Computer Operations .The City’s servers are expected to function 24 hours per day with very minimal unplanned service interruptions occurring between 8:00am and 5:00pm. Routine server maintenance should be scheduled during evening or weekend hours by the contractor as a planned component of their serwce delivery. Major after-hours server service activities, e.g., installing a new file server, should be included in the contract at a base level of 20 hours annually. Service beyond 20 hours shall be available at an additional fee. Normal server room operations to be included in the contract include: .Execution of scheduled batch runs and processes *Review of all process logs for normal execution and performance .Preparation of reports and outputs for distribution on next regular work day *Review of security logs and for unusual activity -Perform backups, backup rotations and restores of all systems, servers, network equipment Maintenance (filing, organizing, storing, status reporting) on all operation and network activity records and reports Organize, prepare, record and track off-site and on-site storage of backups. Monitor and report status of servers (disk allocations, etc) Monitor and report on status of network Log activity event entries into Operations Activity Log Clean and organize Computer Room Check on versions of software that require updates Maintain process and operational documentation for Operations and Network Groups Maintain inventory of supplies Keep and maintain records on hardware assets: PCs, Servers, Network equipment, etc. (Asset tag, location, serial number, models, speed, disk (available and used), OS version, Acquisition date, Warranty date, maintenance agreement location, maintenance and repair contact number Keep and maintain records on software assets: PCs, Servers, Databases, Applications, OS, etc Prepare and maintain a Disruption Plan Network and Systems Support - The Network and Systems Support function is expected to provide all the necessary network and system technical expertise to the City tO have its systems and network operate efficiently and effectively. Network and Systems staff hours are normally 8:00am to 5:00pm Monday through Friday, however they are expected to work after hours and weekends to resolve problems, do updates and perform testing so as not to impact normal production activities of the City. The Network and Systems Support activities are expected to the standard activities for a similar sized City IT operation. They are generally described as follows: Network is defined to include all City switches, hubs, touters, bridges, repeaters,.firewalls, servers Maintenance and installation of network cabling outside of the computer room is NOT part of this proposal Network and network device performance monitoring, diagnostics, and tuning Network and network device configuration and version updates to keep within 2 versions of current Network and network device configuration management and record keeping ¯Network, network device and server capacity monitoring and planning ~Network, network device and systems security administration and record keeping consistent with City policies , Firewall monitoring for intrusion attempts, attacks, viruses, etc. ® Firewall configuration and version updates Server OS configuration and version updates to keep within 2 versions of current Network intrusion and Virus software management (keeping current updates and versions) Coordination and cooperation with other City service providers Communication and Analysis - The contractor is expected to have an effective communication rapport with the City, providing valuable, accurate information in a timely manner. Proficient writing skills are essential, and contractor’s analysis should be thorough. PERFORMANCE & STAFFING INCENTIVES Quality of Work Incentive Upon completion of all Help Desk trouble ticket desktop visits and/or Trouble calls Client will be encouraged to fill out a response effectiveness survey and return to City staff (a return rate of 40% is considered acceptable). On a monthly basis, a summary of problem resolution sheets will be prepared and reviewed by City staff and service provider management. Monthly contract payments will be adjusted to provide for a service delivery incentive based on the following scale: 5 = Excellent/Outstanding Service 4 = Good Service 3 = Adequate Service 2 = Poor Service 1= Unacceptable Service If the monthly service rating of al] closed calls during the invoiced service month is above 3.0 and less than 4.50 the invoice for base monthly services will be paid at contract price levels. If the monthly service rating of all closed calls during the invoiced service month is 4.50 or above, a 5% performance bonus will be added to the invoice for base monthly services If the monthly service rating of all dosed calls during the invoiced service month is below 3.0, there will be a 5% deduction from the ba~e monthly services invoiced. o If the monthly service rating of all closed calls during the invoiced service is below 2.50 for 3 months or more in any 6-month period, this will be grounds for termination of the contract. Individual survey nonresponses will be given a weight of 3.00 for averaging purposes. EXHIBIT "B" LaserFiche Client Wintegrate Crystal Reports Tidemark Client Recware Client HR Office Ascentis Client Incode Client (Tyler Technologies) Codemaster Paradox (Timecard, permits) Metroscan Tokay SQL 2K Client Adobe Suites (photoshop, illustrator, etc.) AutoDesk Client (landcad, civil, survey, map, raster) Card File Criss Cross Directory Staff Files Visual Staff Scheduler Petwhere Nero express Visio EXHIBIT C City of Palo Alto 250 Hamilton Ave Palo Alto, CA 94301 ITSP Fee Summary Sheet Contact: Address: Tony Eulo Assistant to the City Manager City of Morgan Hill 17555 Peak Ave. Morgan Hill, CA 95037 Contact: Phone: Date: David Ramberg IT Manager, External Services 650-329-2634 September 2004 Services Availability Initial Contract Period : Extra Consultinq Services Technology Services IT Project Management Services $105/hr $105/hr