HomeMy WebLinkAboutEnterprise T echnology Services, LLC - 2016-09-19Dept. ID FN16-012 Page 1 of 3
Meeting Date: 9/19/2016
CITY OF HUNTINGTON BEACH
REQUEST FOR. CITY COUNCIL ACTION
MEETING DATE: 9/19/2016
SUBMITTED TO: Honorable Mayor and City Council Members
SUBMITTED BY: Fred A. Wilson, City Manager
PREPARED BY: Lori Ann Farrell Harrison, Chief Financial Officer
SUBJECT: Approve and Authorize Professional Services Contract Between the City and
Enterprise Technology Services, LLC in the amount of $160,000 for JD Edwards
Business Process Discovery, Gap Analysis and' As Needed Support Services
Statement of Issue:
City Council approval is requested to authorize a three-year professional services contract between
the City and Enterprise Technology Services, LLC, for JD Edwards Business Process Discovery,
Gap Analysis and As Needed Support Services related to the City's comprehensive financial
software system. The City's JD Edwards system is responsible for all of the City's Purchasing,
Budgeting, Accounts Payable, Accounts Receivable, and other critical financial transactions and
processes for the City's $345 million All Funds budget.
Financial Impact:
Sufficient appropriation ($60,000) is budgeted in the Finance Department (account
10035205.69360) for year one of the contract. Future years of the contract will be budgeted
accordingly in account 10035205.69360 to cover the remaining contract commitment.
Recommended Action:
Approve and authorize the Mayor and City Clerk to execute "Professional Services Contract
between the City and Enterprise Technology Services, LLC for JD Edwards Business Process
Discovery, Gap Analysis and As Needed Support Services."
Alternative Action(s):
Do not approve the recommended action and direct staff accordingly.
Analysis:
Over the last two years, the City of Huntington Beach (City) conducted an in -place upgrade from
"Oracle JD Edwards OneWorld Xe" to "EnterpriseOne 9.1" related to the City's comprehensive
financial software system. Although the software has been updated, the full documentation of
Functional Business Processes, Security, and User Training has not been fully addressed. As a
result, the City is experiencing certain data reconciliation and integrity issues, particularly with
encumbrances.
Assistance is needed to update and realign business processes with the updated software. Staff is
recommending this realignment be done in two phases. The goal of the business process
realignment is to address data integrity issues, improve internal processes, and to identify any other
system issues that may be causing encumbrance discrepancies. Phase 1 includes workshops to
HB -;1 i - Item 9. - I
Dept. ID FN16-012 Page 2 of 3
Meeting Date: 9/19/2016
capture and document the Business Process for each major Functional Area. Phase 1 also
includes a Gap Analysis to identify processes that can be improved and costs to address the gap.
Phase 2 includes the implementation of process improvements identified and any other work to
address data integrity or other system issues. In addition, technical application support for JD
Edwards is needed to address ongoing system issues including but not limited to:
• EnterpriseOne Foundation (Address Book)
• Financials (General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets)
• Human Capital Management (HCM) (Human Resources, Payroll)
• Supply Management (Procurement, Inventory)
• Help with reports (and/or One View Reporting)
• How to perform specific functions within a supported module (e.g., G/L, A/P, HCM, etc.)
• Functional specification (e.g., requirements and design) for development and testing of
customizations and/or bolt-ons to JDE
• Application configuration and testing for changes to module(s) currently used by City
• Production support
• Trouble -shooting and providing resolution of issues encountered in JDE
JD Edwards consulting services is essential to address current data integrity issues with
encumbrances and to ensure the City's business processes are properly aligned with the upgraded
JD Edwards Enterprise One 9.1 system. Furthermore, additional expertise in the upgraded
software is necessary to ensure resolution of system issues that could affect the timeliness of
payments to vendors, retirees, employees, and other daily operations.
The Request for Proposals (RFPs) for JD Edwards Business Process Discovery, Gap Analysis and
As Needed Support Services was posted on the City's online site for procurement services. Four
proposals were received. The consulting firms were asked to submit proposals for Phase 1 as a
fixed cost. The consultants were also asked to provide an hourly rate for Phase 2 and As Needed
Application Support Services.
Below is a summary of the fixed cost of Phase 1 and the hourly rate for Phase 2 and As Needed
Application Support Services:
Consultant
Phase 1
Fixed Cost
Phase 2 & As Needed Support
Services Hourly Rate
Denovo Ventures, LLC
$ 89,088
$144-$200
Enterprise Technology Services, LLC
$ 39,680
$160
Higher Upstream LLC
$ 242,930
$110-$200 or $170 blended rate
In eno Group
$ 412,000
$65-$185
Staff analyzed and reviewed all four proposals based on a variety of factors including the
consultant's responsiveness to RFP, qualifications and relevant experience, references and
resumes of key staff to be assigned to the project. Staff is recommending Enterprise Technology
Services, LLC, to provide JD Edwards Business Process Discovery, Gap Analysis, and As Needed
Support Services for a total of $160,000 for Phase 1, Phase 2, and As Need Services for a three-
year term. $39,680 of the total amount is a fixed cost allocated for Phase 1 of the project.
$120,320 is allocated to Phase 2 and As Need Support Services at a $160 hourly rate. Upon
completion of Phase 1, the consultant will provide recommendations and an estimated cost of each
recommendation for Phase 2 of the project for which staff will direct the consultant to implement
based on priority or urgency of the required modifications.
Item 9. - 2 HB 12-
Dept. ID FN16-012 Page 3 of 3
Meeting Date: 911912016
Below is the estimated allocation of contractual dollars by fiscal year:
Fiscal Year
Amount
Year One
$
60,000
Year Two
$
65,000
Year Three
$
35,000
Total
$
160,000
Environmental Status:
N/A
Strategic Plan Goal:
Strengthen Economic and Financial Sustainability
Attachment(s):
1. "Professional Services Contract Between the City of Huntington Beach and Enterprise
Technology Services, LLC for JD Edwards Business Process Discovery, Gap Analysis and As
Needed Support Services"
2. Certificate of Insurance
3. Rating Sheets
HB -313- Item 9. - 3
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
ENTERPRISE TECHNOLOGY SERVICES, LLC
FOR
JD EDWARDS BUSINESS PROCESS DISCOVERY, GAP ANALYSIS AND AS NEEDED
SUPPORT SERVICES
THIS AGREEMENT ("Agreement") is made and entered into by and between the City of
Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as
"CITY," and Enterprise Technology Services, LLC, a California Limited Liability Company,
hereinafter referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to provide JD Edwards
business process discovery, gap analysis and as needed support services; and
Pursuant to documentation on file in the office of the City Clerk, the provisions of the
Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service
contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
SCOPE OF SERVICES
CONSULTANT shall provide all services as described in Exhibit "A," which is
attached hereto and incorporated into this Agreement by this reference. These services shall
sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Mario Alvarado who shall represent it and be its
sole contact and agent in all consultations with CITY during the performance of this Agreement.
2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT in the
performance of this Agreement.
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3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT are to
commence on 20Z (the "Commencement Date"). This Agreement
shall automatically terminate three (3) years from the Commencement Date, unless extended or
sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no
later than 3 years from the Commencement Date. The time for performance of the tasks identified
in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended to
benefit the PROJECT if mutually agreed to in writing by CITY and CONSULTANT.
In the event the Commencement Date precedes the Effective Date, CONSULTANT
shall be bound by all terms and conditions as provided herein.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY agrees to
pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is
attached hereto and incorporated by reference into this Agreement, a fee, including all costs and
expenses, not to exceed One Hundred Sixty Thousand Dollars ($160,000).
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A" or
changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such
work only after receiving written authorization from CITY. Additional compensation for such extra
work shall be allowed only if the prior written approval of CITY is obtained.
6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "B."
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7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder, including,
without limitation, all original drawings, designs, reports, both field and office notices, calculations,
computer code, language, data or programs, maps, memoranda, letters and other documents, shall
belong to CITY, and CONSULTANT shall turn these materials over to CITY upon expiration or
termination of this Agreement or upon PROJECT completion, whichever shall occur first. These
materials may be used by CITY as it sees fit.
8. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless
CITY, its officers, elected or appointed officials, employees, agents and volunteers from and against
any and all claims, damages, losses, expenses, judgments, demands and defense costs (including,
without limitation, costs and fees of litigation of every nature or liability of any kind or nature)
arising out of or in connection with CONSULTANT's (or CONSULTANT's subcontractors, if any)
negligent (or alleged negligent) performance of this Agreement or its failure to comply with any of
its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees
except such loss or damage which was caused by the sole negligence or willful misconduct of
CITY. CONSULTANT will conduct all defense at its sole cost and expense and CITY shall
approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims and
liability regardless of whether any insurance policies are applicable. The policy limits do not act as
limitation upon the amount of indemnification to be provided by CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a professional liability insurance
policy covering the work performed by it hereunder. This policy shall provide coverage for
CONSULTANT's professional liability in an amount not less than One Million Dollars
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($1,000,000.00) per occurrence and in the aggregate. The above -mentioned insurance shall not
contain a self -insured retention without the express written consent of CITY; however an insurance
policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. A claims -made
policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation of the
scope of work (including subsequent policies purchased as renewals or
replacements).
B. CONSULTANT shall notify CITY of circumstances or incidents that might
give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during the
required extended period of coverage following PROJECT completion. If insurance is terminated
for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two
(2) years to report claims arising from work performed in connection with this Agreement.
If CONSULTANT fails or refuses to produce or maintain the insurance required by
this section or fails or refuses to furnish the CITY with required proof that insurance has been
procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to
forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid
for its time and materials expended prior to notification of termination. CONSULTANT waives the
right to receive compensation and agrees to indemnify the CITY for any work performed prior to
approval of insurance by the CITY.
10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT shall
furnish to CITY a certificate of insurance subject to approval of the City Attorney evidencing the
foregoing insurance coverage as required by this Agreement; the certificate shall:
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A. provide the name and policy number of each carrier and policy;
B. state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or canceled by
either party, reduced in coverage or in limits except after thirty (30) days'
prior written notice; however, ten (10) days' prior written notice in the event
of cancellation for nonpayment of premium.
CONSULTANT shall maintain the foregoing insurance coverage in force until the
work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not derogate
from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this
Agreement. CITY or its representative shall at all times have the right to demand the original or a
copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the
premiums on the insurance hereinabove required.
11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of this
Agreement as an independent contractor herein and not as an employee of CITY. CONSULTANT
shall secure at its own cost and expense, and be responsible for any and all payment of all taxes,
social security, state disability insurance compensation, unemployment compensation and other
payroll deductions for CONSULTANT and its officers, agents and employees and all business
licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike manner.
CITY may terminate CONSULTANT's services hereunder at any time with or without cause, and
whether or not the PROJECT is fully complete. Any termination of this Agreement by CITY shall
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be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the
event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at
the option of CITY, become its property and shall be promptly delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall not be
assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the
prior express written consent of CITY. If an assignment, delegation or subcontract is approved, all
approved assignees, delegates and subconsultants must satisfy the insurance requirements as set
forth in Sections 9 and 10 hereinabove.
14. COPYRIGHTS/PATENTS
CITY shall own all rights to any patent or copyright on any work, item or material
produced as a result of this Agreement.
15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY employee in
the work performed pursuant to this Agreement. No officer or employee of CITY shall have any
financial interest in this Agreement in violation of the applicable provisions of the California
Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given either by
personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY as
the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and
depositing the same in the United States Postal Service, to the addresses specified below. CITY and
CONSULTANT may designate different addresses to which subsequent notices, certificates or
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other communications will be sent by notifying the other party via personal delivery, a reputable
overnight carrier or U. S. certified mail -return receipt requested:
TO CITY:
City of Huntington Beach
ATTN: Dahle Bulosan
2000 Main Street
Huntington Beach, CA 92648
17. CONSENT
TO CONSULTANT:
Enterprise Technology Services, LLC
ATTN: Mario Alvarado
333 City Blvd. West, Ste 1700
Orange, CA 92868
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval to any
subsequent occurrence of the same or any other transaction or event.
18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid unless in
writing and duly executed by both parties.
19. SECTION HEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive phrases
at the beginning of the various sections in this Agreement are merely descriptive and are included
solely for convenience of reference only and are not representative of matters included or excluded
from such provisions, and do not interpret, define, limit or describe, or construe the intent of the
parties or affect the construction or interpretation of any provision of this Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed as a
whole, according to its fair meaning, and not strictly for or against any of the parties. If any
provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be
unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining
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covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent
upon any other unless so expressly provided here. As used in this Agreement, the masculine or
neuter gender and singular or plural number shall be deemed to include the other whenever the
context so indicates or requires. Nothing contained herein shall be construed so as to require the
commission of any act contrary to law, and wherever there is any conflict between any provision
contained herein and any present or future statute, law, ordinance or regulation contrary to which
the parties have no right to contract, then the latter shall prevail, and the provision of this
Agreement which is hereby affected shall be curtailed and limited only to the extent necessary to
bring it within the requirements of the law.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been prepared
and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the
date of its execution and delivery, be deemed an original. Each duplicate original shall be deemed
an original instrument as against any party who has signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the immigration and
naturalization laws of the United States and shall, in particular, comply with the provisions of the
United States Code regarding employment verification.
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY is not liable for payment of any
subcontractor work involving legal services, and that such legal services are expressly outside the
scope of services contemplated hereunder. CONSULTANT understands that pursuant to
Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for
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CITY; and CITY shall not -be liable for payment of any legal services expenses incurred by
CONSULTANT.
24. ATTORNEY' S FEES
In the event suit is brought by either party to construe, interpret and/or enforce the
terms and/or provisions of this Agreement or to secure the performance hereof, each party shall bear
its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's
fees from the nonprevailing party.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context survive
the expiration or termination of this Agreement, shall so survive.
26. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the laws of the
State of California.
27. SIGNATORIES
Each undersigned represents and warrants that its signature hereinbelow has the
power, authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify CITY fully for any injuries or damages to CITY in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
28. ENTIRETY
The parties acknowledge and agree that they are entering into this Agreement freely
and voluntarily following extensive arm's length negotiation, and that each has had the opportunity
to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and
agree that no representations, inducements, promises, agreements or warranties, oral or otherwise,
have been made by that party or anyone acting on that party's behalf, which are not embodied in this
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Agreement, and that that party has not executed this Agreement in reliance on any representation,
inducement, promise, agreement, warranty, fact or circumstance not expressly set forth in this
Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the
parties respecting the subject matter of this Agreement, and supersede all prior understandings and
agreements whether oral or in writing between the parties respecting the subject matter hereof.
29. EFFECTIVE DATE
This Agreement shall be effective on the date of its approval by the City Council.
This Agreement shall expire when terminated as provided herein.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by
and through their authorized officers.
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CONSULTANT,
Enterprise Technology Services, LLC
COMPANY NAME
IN
print name
ITS: (circle one) Chairman/President/Vice President
AND
IN
print name
ITS: (circle one) Secretary/Chief Financial Officer/Asst.
Secretary - Treasurer
CITY OF HUNTINGTON BEACH, a
municipal corporation of the State of
California i1
%-' ' Mayor
GR?
City Clerk
INITI TED AND APPROVED:
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C >ef FinaYcial Officer
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CONSULTANT,
Enterprise Technology Services, LLC
COMPANY NAME
By: G"u' X�tez�cc
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print name
ITS: (circle one) Chairm n/Preside i ice President
AND
CITY OF HUNTINGTON BEACH, a
municipal corporation of the State of
California
Mayor
City Clerk
INITIATED AND APPROVED:
Chief Financial Officer
print name
ITS: ("circle one) Secretary/Chief Financial Officer/Asst.
Secretary - Treasurer REVIEWED AND APPROVED:
City Manager
APPROVED AS TO FORM:
City Attorney 01cib c (zip
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10.14 a, i 1:3 Y liiME
A. STATEMENT OF WORK:
PHASE 1
1. BUSINESS PROCESS DISCOVERY
• Meet with functional areas defined below to identify current process. Visually
document the detailed business process for each functional area listed below
and provide narrative of the steps in each process.
Procurement (requisition and procurement)
Accounts Payable (vouchers & check processing)
General Accounting
Security and CNC
2. GAP ANALYSIS
• Conduct a gap analysis by assessing the City's processes in.comparison to
JDE EnterpriseOne best practices. Identify Business Process and Security
issues and their impact on the organization including, but not limited to the
encumbrance integrity issues. Provide a ranking of the issues along with
recommendations for next steps including associated cost.
PHASE 2
1. IMPLEMENTATION OF RECOMMENDATIONS
• Execute recommendations from phase 1 as directed by the City.
• Provide support to implement Business Process and Security improvements
AS NEEDED APPLICATION SUPPORT
• Applications (Functional) As Needed Services in support of City's JDE
EnterpriseOne applications, including but not limited to:
o EnterpriseOne Foundation (Address Book)
o Financials (General Ledger, Accounts Receivable, Accounts Payable,
Fixed Assets)
o Human Capital Management (HCM) (Human Resources, Payroll)
o Supply Management (Procurement, Inventory)
o Asset Lifecylce Management (Real Estate) — (Note: module
implementation is currently in process)
o Real Estate Module
• Development (Technical) As Needed Services in support of City's
customizations and bolt-ons to the JDE software.
• As Needed Services will include, but not be limited to, the following types of
activities by Consultant:
o Functional assistance with annual 1099 and W2 creation
o Help with reports (and/or One View Reporting)
Surffnet Exhibit A
o How to perform specific functions within a supported module (e.g.,
G/L, A/P, HCM, etc.)
o Functional specification (e.g., requirements and design) for
development and testing of customizations and/or bolt-ons to JDE
o Application configuration and testing for changes to module(s)
currently used by City
o Production support ,
o Trouble -shooting and providing resolution of issues encountered in
JDE
B. CONSULTANT'S DUTIES AND RESPONSIBILITIES:
Phase 1 Tasks — Business Process Discover and Gap Analysis
Business Process Discovery — Consultant will conduct workshops with the users and subject
matter experts in the following functional areas to identify the current business process as it
relates to Oracle JD Edwards Enterprise.
• Procurement — Communicate and assess Requisition and Purchase Order Processing
business processes and policies as compared to JD Edwards generally accepted best
practices for governments.
• Account Payable Processinz — Communicate and assess Voucher Entry, Voucher
Match and Payment Processing as compared to JD Edwards generally accepted best
practices for governments.
• General Accountinz — Communicate and assess Journal Entry, Allocations, Chart of
Accounts maintenance policies and procedures as compared to JD Edwards generally
accepted best practices for governments.
• Security & CNC — Communicate and assess User, Object and Environment
Procedures and Policies. Describe new technical capabilities in AIS/REST. Review
User groups and access rights as compared to JD Edwards generally accepted best
practices for governments.
The processes will be discussed in detail to achieve an understanding of the following goals:
Identify what we are currently doing in our business process for a functional area;
If possible, identify why we are doing specific tasks in the business process, or notate that
we do not have a specific reason for the tasks that are performed
Communicate what other similar sized, local governments are doing in JD Edwards for
the same or similar business process.
Business Process Documentation (Deliverable) — Consultant will visually document the detail
business process for each functional area described above, and provide a relevant narrative of the
steps in the process. The following deliverables will be provided in the Business Process
Documentation:
Surfnet Exhibit A
• As Is Business Process Flow Chart - The current state flow chart will visually describe
the business process and its material variations. For example, stockable item
procurement, demands for services, etc.
• As Is Narrative - The As Is Narrative will describe the relevant business process
highlights to accompany the As Is Business Process Flow Chart.
• To Be Business Process Flow Chart — The future state flow chart will visually describe
the most probable best practice business process for similar local governments that the
city may choose to adopt and endeavor to install in a future phase.
• To Be Narrative - The To Be Narrative will describe the relevant business process
highlights to accompany the To Be Business Process Flow Chart.
• CNC Environment Documentation — Document the Technical environment as it relates to
new Tools Release features.
• User and Role Security Matrix — Document User and Role access rights and E1 Page
Design.
Gap Analysis (Deliverable) — Consultant will provide a Gap Analysis that will summarize and
list the gaps between the current state in the City's processes in comparison to Oracle JD
Edwards EnterpriseOne 9.x generally accepted best practices for similar sized local
governments, and document the impact on the organization. The gap analysis will have the
following features.
• List the gaps provide a ranking of the severity of the issues and concerns;
• Notate concerns specific to known issues with Encumbrance Integrity, Object Execution
Security, and the impact on the organization.
• Notate Technical Opportunities and Vulnerabilities, if any, in access rights from inside
and outside of the firewall, document AIS/REST opportunities for web and mobile device
access to JD Edwards resources.
• Notate possible functionality opportunities to improve process and capabilities in the
currently available EnterpriseOne 9.1 release;
• Notate high value functional and technical opportunities to improve process and
capabilities in the EnterpriseOne 9.2 release;
• Recommend next steps, work effort and cost associated to each recommendation.
Project Management
The Consultant's project manager assigned to this engagement will meet regularly with the
City's management to communicate the progress of the project in the form of status meetings
and status reports.
C. CITY'S DUTIES AND RESPONSIBILITIES:
1. Workspace: City will provide testing facilities suitable for 1 consultant, with internet
access and access to conference facilities with a high definition projector for the
duration of this engagement. Also, the City will provide a phone capable of dialing
out of the building.
2. Human Capital: City will provide reasonable access to the IT, Finance and
Procurement department managers and users to assess the functionality for the
Surfnet Exhibit A
duration of the engagement. Business Process meetings will require essential users of
the process for two (2) — 90 minute session per process area.
D. WORK PROGRAM/PROJECT SCHEDULE:
To Be Determined
Surfnet Exhibit A
EXHIBIT "B"
Payment Schedule (Hourly Payment)
A. Hourly
CONSULTANT'S fees for such services shall be based upon the following hourly rate and
cost schedule:
Phase 1 shall be provided as a fixed cost of $39,680
Phase 2 and the As Needed Application Support shall be based on $160 per hour.
B. Travel. Charges for time during travel are not reimbursable
C. Billing
All billing shall be done monthly in fifteen (1 5) minute increments and matched to
an appropriate breakdown of the time that was taken to perform that work and who
performed it.
2. Each month's bill should include a total to date. That total should provide, at a
glance, the total fees and costs incurred to date for the project.
3. A copy of memoranda, letters, reports, calculations and other documentation
prepared by CONSULTANT may be required to be submitted to CITY to
demonstrate progress toward completion of tasks. In the event CITY rejects or has
comments on any such product, CITY shall identify specific requirements for
satisfactory completion.
4. CONSULTANT shall submit to CITY an invoice for each monthly payment due.
Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's firm
that the work has been performed in accordance with the provisions of this
Agreement; and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this
Agreement, CITY shall approve the invoice, in which event payment shall be made
within thirty (30) days of receipt of the invoice by CITY. Such approval shall not
be unreasonably withheld. If CITY does not approve an invoice, CITY shall notify
CONSULTANT in writing of the reasons for non -approval and the schedule of
performance set forth in Exhibit "A" may at the option of CITY be suspended until
the parties agree that past performance by CONSULTANT is in, or has been
Surtnet Exhibit B hourly I
brought into compliance, or until this Agreement has expired or is terminated as
provided herein.
Any billings for extra work or additional services authorized in advance and in
writing by CITY shall be invoiced separately to CITY. Such invoice shall contain
all of the information required above, and in addition shall list the hours expended
and hourly rate charged for such time. Such invoices shall be approved by CITY if
the work performed is in accordance with the extra work or additional services
requested, and if CITY is satisfied that the statement of hours worked and costs
incurred is accurate. Such approval shall not be unreasonably withheld. Any
dispute between the parties concerning payment of such an invoice shall be treated
as separate and apart from the ongoing performance of the remainder of this
Agreement.
Surffnet Exhibit B hourly
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
ENTERPRISE TECHNOLOGY SERVICES, LLC
FOR
JD EDWARDS BUSINESS PROCESS DISCOVERY, GAP ANALYSIS AND AS NEEDED
SUPPORT SERVICES
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Table of Contents
Scope of Services
CityStaff Assistance................................................................................................2
Term: Time of Performance.....................................................................................2
Compensation..........................................................................................................2
ExtraWork...............................................................................................................2
Methodof Payment..................................................................................................3
Disposition of Plans, Estimates and Other Documents ............................................
HoldHarmless...............................:..........................................................................
Professional Liability Insurance.............................................................................4
Certificate of Insurance............................................................................................5
Independent Contractor............................................................................................6
Terminationof Agreement.......................................................................................6
Assignment and Delegation......................................................................................6
Copyrights/Patents...................................................................................................7
City Employees and Officials..................................................................................7
Notices.........................................................................................7
Consent....................................................................................................................8
Modification.............................................................................................................8
SectionHeadings.....................................................................................................8
Interpretation of this Agreement..............................................................................8
DuplicateOriginal....................................................................................................9
Immigration...............................................................................................................9
Legal Services Subcontracting Prohibited................................................................9
Attorney's Fees..........................................................................................................10
Survival.....................................................................................................................10
GoverningLaw.........................................................................................................10
Signatories.................................................................................................................10
Entirety......................................................................................................................10
EffectiveDate.................................................................................I
1
4,1
CERTIFICATE OF LIABILITY INSURANCE I DATE(FAWDDIYYYY)
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, ANn THE CERTIFICATE HOLDER.
IMPORTANT. If the certificate holder is an ADDITIONAL INSURED, 1110 pafioy(ies) must have ADDITIONAL INSURW provisions or be endorsed.
If SUBROGATION IS WAIVED. subject to the lernis and eondlllolle of the policy, certain policies may require an endorsement. A slatoment an
this certificate does not confer rights to the certificate holder in Neu of such endamamant(s).
PRODUCERCONTACT
Patriot Risk & Insurance Services NAME;
100 Spectrum Center Drive, Suite#400 PHONE _.. _........_ , P.h..-...... ..._....__,. _.......
Irvine, CA92618 we.Np ;......Lgay1ties-7tagn._..... IANX�NPl:._.. .j$49)4843,7950_
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vrvnY.palrisk.corr OK075:;8
INSURED
Enterprise Technology Services, LLC
333 City Blvd. WUst, Suite 1700
orange CA 92868
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INDICATED. NOTWITHSTANDING ANY REQ'JIRkk.ENt, IhRM OR CONDITION OF ANY CONTRACT OR OTHER
DOCUMENT V41TH RFliPF.CT TO WHICH TH?S
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0E$CRIPTION OF OPERATIONS I LOCATIONS I YWICLLS IACOHO 101, Addldor.al Rtmatkl SthedA,mayta aaa:had II'moro ap%c# is r44,Amdi
Re! Operations O,atmi to the named Insured
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as
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Alto: Ann Slobojan ACCORDANCE WITH THE POLICY PROVISIONS.
2000.Main Street 4?
Huntington Beach CA 92648
AVTrIDltldliuxerxcykN TArNE t `.
Leonard E. 71nir.skv
ACORD 25 (2016103)
(41988-2013 ACORD CORPORATION. All rights reserved
The ACORD name and logo are registered markR of ACORU
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B4018069618 SO-146932•F
CAM Enterprise Technology Services, LLC (Ed. 06/11)
THIS ENDORSEMENT CHANGES. THE POLICY. PLEASE HEAD IT CAREFULLY.
BLANKET ADDITIONAL INSURED -- LIABILITY EXTENSION
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
Coverage afforded under this extension of coverage endorsement does not apply to any person or organization covered
as an additional insured on any other endorsement now or hereafter attached to this Policy.
1. ADDITIONAL INSURED — BLANKET VENDORS
WHO IS AN INSURED is amended to Include as an
additional insured any person or organization (referred
to below as vendor) with whom you agreed, because
of a written contract or agreement to provide
insurance, but only with respect to "bodily injury" or
"property damage" arising out of "your products" which
are distributed or said in the regular course of the
vendor's business, subject to the following additional
exclusions:
1. The insurance afforded the vendor does not apply
to:
a. "Bodily injury" or "property damage" for which
the vendor is obligated to pay damages by
reason of the assumption of liability in a
contract or agreement. This exclusion does
not apply to liability for damages that the
vendor would have in the absence of the
contract or agreement;
b. Any express warranty unauthorized by you;
c. Any physical or chemical change in the
product made intentionally by the vendor;
d. Repackaging, except when unpacked solely
for the purpose of inspection, demonstration,
testing, or the substitution of parts under
instructions from the manufacturer, and then
repackaged in the original container;
e. Any failure to make such inspections,
adjustments, tests or servicing as the vendor
has agreed to make or normally undertakes to
make in the usual course of business, In
connection with the distribution or sale of the
products;
f• Demonsiratlon, installation, servicing or repair
operations, except such operations performed
at the vendor's premises in connection with
the sale of the product;
g. Products which, after distribution or sale by
you, have been labeled or relabeled or used
as a container, part or ingredient of any other
thing or substance by or for the vendor; or
own acts or ornission or those of its
employees or anyone else acting on its
behalf. However, this exclusion does not
apply to:
(1) The exceptions contained in
Subparagraphs d. or f.; or
(2) Such inspections, adjustments, tests or
servicing as the vendor has agreed to
make or normally undertakes to make in
the usual course of business, in
connection with the distribution or sale of
the products.
2. This insurance does not apply to any insured
person or organization, from whom you have
acquired such products, or any ingredient, part or
container, entering into, accompanying or
containing such products.
3. This provision 2. does not apply to any vendor
included as an insured by an endorsement issued
by us and made a part of this Policy.
4. This provision 2• does not apply if "bodily Injury" or
"property damage" included within the "products -
completed operations hazard" is excluded either
by the provisions of the Policy or by endorsement.
2. MISCELLANEOUS ADDITIONAL. INSUREDS
WHO IS AN INSURED is amended to include as an
insured any person or organization (called additional
insured) described in paragraphs 2.a. through 2.h.
below whom you are required to add as an additional
Insured on this policy under a written contract or
agreement but the written contract or agreement must
be:
1. Currently in effect or becoming effective during the
term of this policy; and
2. Executed prior to the "bodily injury," "property
damage" or "personal and advertising injury," but
Only the following persons or organizations are
additional insureds under this endorsement and
coverage provided to such additional insureds is
limited as provided herein:
h, "Bodily injury" or "property damage" arising a• Additional Insured —Your Work
out of the sole negligence of the vendor far its. That person or organization for whom you do
work is an additional Insured solely for liability
SB-146932-E Page 1 of 5
(Ed. 06111)
tt;i.i ;i �'r '/k: :::d.-•t:L�. Tr. _. ;A•r?!P!1 aP.'r Pr; . A
Pcla ^r:!a. _:it,e �;.u:r._, .rrl ,,,/rr,�.ir ^.YA:L ....... ._. a... ,•id rrs-.ri.^a-nt, 1
CNA
due to your negligence specifically resulting
from your work for the additional insured
which is the subject of the written contract or
written agreement. No coverage applies to
liability resulting from the sole negligence of
the additional insured.
The insurance provided to the additional
insured is limited as follows:
(1) The Limits of Insurance applicable to the
additional insured are those specified in
the written contract or written agreement
or in the Declarations of this policy,
whichever is less. These Limits of
Insurance are inclusive of, and not in
addition to, the Limits of Insurance shown
in the Declarations.
(2) The coverage provided to the additional
insured by this endorsement and
paragraph F.9. of the definition of "insured
contract" under Liability and Medical
Expenses Definitions do not apply to
"bodily injury" or "property damage"
arising out of the "products -completed
operations hazard" unless required by the
written contractor written agreement.
(3) The insurance provided to the additional
insured does not apply to "bodily injury,"
"property damage," or "personal and
advertising injury" arising out of the
rendering or failure to render any
professional services,
b. State or Political Subdivisions
A state or political subdivision subject to the
following provisions:
(1) This insurance applies only with respect
to the following hazards for which the
state or political subdivision has issued a
permit in connection with premises you
own, rent, or control and to which this
insurance applies;
(a) The existence, maintenance, repalr,
construction, erection, or removal of
advertising signs, awnings, canopies,
cellar entrances, coal holes,
driveways, manholes, marquees,
hoistaway openings, sidewalk vaults,
street banners, or decorations and
similar exposures; or
(b) The construction, erection, or
removal of elevators-, or
(2) This insurance applies only with respect
to operations performed by you or on your
behalf for which the state or political
subdivision has issued a permit,
SS-146932-E
(Ed. 06111)
SB-146932-L
(Ed. 06111)
This insurance does not apply to "bodily
injury," "property damage" or "personal and
advertising injury" arising out of operations
performed for the state or municipalfty.
c. Controlling interest
Any persons or organizations with a
controlling interest in you but only with respect
to their liability arising out of:
(1) Their financial control of you; or
(2) Premises they own, maintain or control
while you lease or occupy these
premises.
This insurance does not apply to structural
alterations, new construction and demolition
operations performed by or for such additional
insured.
d. Managers or Lessors of Premises
A manager or lessor of premises but only with
respect to liability arising out of the ownership,
maintenance or use of that specific part of the
premises leased to you and subject to the
following additional oxclusions:
This insurance does not apply to:
(1) Any "occurrence" which lakes place after
you cease to be a tenant in that premises;
or
(2) Structural alterations, new construction or
demolition operations performed by or on
behalf of such additional insured.
e. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver but only
With respect to their liability as mortgagee,
assignee, or receiver and arising out of the
ownership, maintenance, or use of a premises
by you.
This insurance does not apply to structural
alterations, new construction or demolition
operations performed by or for such additional
Insured,
f. Owners/Other Interests — Land is Leased
An owner or other interest from whom land
has been leased by you but only with respect
to liability arising out of the ownership,
maintenance or use of that specific part of the
land leased to you and subject to the following
additional exclusions:
This insurance does not apply to:
(Il Any "occurrence" which takes place
after you cease to lease that land; or
Page 2 of 5
,.n .9. ,r. •i•e •..r. ,. 1, •nc:or dn,, ALL te—i :.. , .x_ro.j ... r... 1
CAA SB-146932-E
(Ed. 06111)
(2) Structural alterations, new
Damage To Property, is replaced by the
construction or demolition operations
following:
performed by or on behalf of such
additional Insured.
k, Damage To Property
g. Co-owner of Insured Premises
"Property damage" to:
A co-owner of a premises co -owned by you
1. Property you own, rent or occupy,
and covered under this insurance but only
including any costs or expenses
with respect to the co -owners liability as co-
incurred by you, or any other person,
owner of such premises.
organization or entity, for repair,
h. Lessor of Equipment
replacement, enhancement,
restoration or maintenance of such
Any person or organization from whom you
property for any reason, including
lease equipment. Such person or organization
prevention of injury to a person or
are insureds only with respect to their liability
damage to another's property;
arising out of .the maintenance, operation or
2. Premises you self, give away or
use by you of equipment teased to you by
abandon, If the "property damage"
such person or organization. A person's or
arises out of any part of those
organization's status as an insured under this
premises;
endorsement ends when their written contract
or agreement with you for such leased
3. property loaned to you;
equipment ends.
4. Personal property in the care,
With respect to the insurance afforded these
custody or control of the insured;
additional insureds, the following additional
5. That particular part of any real
exclusions apply:
property on which you or any
This insurance does not apply:
contractors or subcontractors working
directly or indirectly in your behalf are
(1) To any "occurrence" which takes place
performing operations, if the "property
after the equipment tease expires; or
damage" arises oul of those
(2) To "bodily injury," "property damage" or
operations; or
"personal and advertising injury" arising
6. That particular part of any property
out of the sole negligence of such
that must be restored, repaired or
additional insured.
replaced because "your work" was
Any insurance provided to an additional Insured
incorrectly performed on it.
designated under paragraphs b, through h. above
Paragraph 2 of this exclusion does not
does not apply to "bodily injury" or "property
apply if the premises are "your work" and
damage" included within the "pro ducts. completed
were never occupied, rented or held for
operations hazard."
rental by you.
3. The following Is added to Paragraph H. of the
Paragraphs 1, 3, and 4, of this exclusion
SUSINESSOWNERS COMMON POLICY
do not apply to "property damage" (other
CONDITIONS:
than damage by fire or explosion) to
H. Other Insurance
premises:
4. This insurance is excess over any other
(1) rented to you:
insurance naming the additional insured
(2) temporarily occupied by you with the
as an insured whether primary, excess,
permission of the owner, or
conttngent.or on any other basis unless a
(3) to the contents of premises rented to
written contract or written agreement
you for a period of 7 or fewer
specifically requires that this -insurance be
consecutive days.
either primary or primary and
noncontributing.
A separate limit of insurance applies to
Damage To Premises Rented To You as
4. LEGAL LIABILITY —DAMAGE TO PREMISES
described in Section D — Liability and
A. Under B. Exclusions, 1. Applicable to
Medical Expenses Limits of Insurance.
Business Liability Coverage, Exclusion k.
SB-146932-E Page 3 of 5
(Ed. 06111)
Paragraphs 3, 4, 5, and 6 of this
exclusion do not apply to liability
assumed under a sidetrack agreement.
Paragraph 6 of this exclusion does not
apply to "property damage" included in
the "products-compteted operations
hazard."
B. Under B. Exclusions, 1. Applicable to
Business Liability Coverage, the last
paragraph of 2. Exclusions is deleted and
replaced by the following:
Exclusions c, d, e, f, g, h, I, k, t, m, n, and o,
do not apply to damage by fire to premises
while rented to you or temporarily occupied by
you with permission of the owner or to the
contents of premises rented to you for a
period of 7 or fewer .consecutive days. A
separate limit of insurance applies to this
coverage as described in Section D. Liability
And Medical Expenses Limits Of
Insurance.
C. The first Paragraph under item 5. Damage To
Premises Rented To You Limit of Section
D. Liability And Medical Expenses Limits
Of insurance is replaced by the following:
The most we will pay under Business Liability
for damages because of "property damage"
to any one premises, while rented to you, or
temporarily occupied by you, with the
permission of the owner, including contents of
such premises rented to you for a period of 7
or fewer consecutive days, is the Damage to
Premises Rented to You limit shown in the
Declaration.
S. Blanket Waiver of Subrogation
We waive any right of recovery we may have
against:
Any person or organization with whom you
have a written contract That requires such a
waiver.
6. Broad Knowledge of Occurrence
The following items are added to E.
Businessowners General Liability Conditions
in the Businessowners Liability Coverage
Form;
e. Paragraphs a. and b. apply to you or to any
additional insured only when such
"occurrence," offense, claim or "suit" is known
to:
(1) You or any additional insured that is an
Individual;
SB-146932-E
(Ed. 06111)
SB-146932-E
(Ed. 06/11)
(2) Any partner, if you or an additional
insured is a partnership;
(3) Any manager, if you or an additional
insured is a limited liability company;
(4) Any "executive officer or insurance
manager, if you or an additional insured is
a corporation;
(5) Any trustee, if you or an additional
insured is a.trust; or
(6) Any elected or appointed official, if you or
an additional insured is a political
subdivision or public entity.
This paragraph e, applies separately to you
and any additional insured.
7. Bodily injury
Section F. Liability and Medical Expenses
Definitions, item 3. "Bodily Injury" is deleted and
replaced with the following:
"Bodily injury" means bodily injury, sickness or
disease sustained by a person; including death,
humiliation, shock, mental anguish or mental
injury by that person at any time which results as
a consequence of the bodily injury, sickness or
disease.
6. Expanded Personal and Advertising Injury
Definition
a. The following is added to Section F. Liability
and Medical Expenses Definitions, item 14.
Personal and Advertising Injury, in the
Businessowners General Liability
Coverage Form:
h. Discrimination or humiliation that results in
Injury to the feelings or reputation of'a natural
person, but only if such discrimination or
humiliation is:
1. Not done intentionally by or at the
direction of:
a. The insured; or
b. Any "executive officer," director,
stockholder, partner, member or
manager (if you are a limited liability
company) of the Insured; and
2. Not directly or indirectly related to the
employment, prospective employment,
past employment or termination of
employment of any person or person by
any insured.
b. The following is added to Exclusions, Section
B,.
Page 4 of 5
i'Lt. .,_.,._ It ct•..... �rA :r". ..,._. •�AL rrr ...r. � ..�^,E:7 _ ..... i. ...
(15) Discrimination Relating to Room,
Dwelling or Premises
Caused by discrimination directly or
indirectly related to the sale, rental, lease
or sub -lease or prospective sale, rental,
lease or sub -lease of any room, dwelling
or premises by or at the direction of any
insured.
(16)Fines or Penalties
Fines or penalties levied of imposed by a
governmental entity because of
discrimination.
c. This provision (Expanded Personal and
Advertising Injury) does not apply if
SB-146932-E
(Ed, 06/11)
Personal and Advertising Injury Liability is
excluded either by the provisions of the Policy
or by endorsement.
9. Personal and Advertising Injury Re -defined
Section F, Liability and Medical Expenses
Definitions, item 14, Personal Advertising Injury,
Paragraph c, is replaced by the following:
c. The wrongful eviction from, wrongful entry
into, or invasion of the right of private
occupancy of a room dwelling or premises
that a person or organization occupies
committed by or on behalf of it's owner,
Landlord or lessor.
SS-146932-E Page 5 of 5
(Ed, 06111)
. r.l= iii: t!:� f�. .. ��1 :'r�7• ..[rt•'.9i•:. A':: Ic. .... .� :..-� �n7 ..... •.�=r. ��.
PROFESSIONAL SERVICES
SERVICE: JD Edwards Business Process Discovery and Gap Analysis
SERVICE DESCRIPTION: Provide services to address JD Edwards data integrity
issues, improve processes, and to identify any other system issues. Includes
workshops to capture and document the Business Processes for each major functional
area and identify processes that can be improved, identify related costs to address the
gap, implement process improvements identified, and any other work to address data
integrity or other system issues.
VENDOR: Enterprise Technologies
OVERALL RANKING: 1
SUBJECT MATTER EXPERTS/RATERS: 1. Finance Manager -Accounting 2. Finance
Project Manager 3. Information Services Business Systems Manager
I. MINIMUM QUALIFICATIONS REVIEW
Written Proposal Score: 1
VENDOR NAME - Minimum
Qualifications Review
Total Weighted
Maximum
Criteria
Score
Score
Compliance with RFP
65
75
Technical Approach
420
450
Qualifications
390
450
Clarity
115
150
Local Vendor Preference
0
75
Cost
270
300
Total
II. DUE DILIGENCE REVIEW
• Interview Ranking: 1
Enterprise Technologies - Summary of Review
• Strong understanding of the City's JD Edwards Purchasing,
Accounts Payable, and Encumbrance Integrity processes
• Very qualified: Performed Real Estate Module implementation
for the City as well as instrumental in working on the City's
encumbrance integrity issues
• Excellent relationship with City staff
• References: Excellent references from the cities of Oceanside
(also uses JDE Software), Fontana and Irvine, as well as the
County of El Paso.
Enterprise Technologies _ Pricing
• Pricing of $39, 680 is very competitive (lowest of all proposals
submitted)
PROFESSIONAL SERVICES
SERVICE: JD Edwards Business Process Discovery and Gap Analysis
SERVICE DESCRIPTION: Provide services to address JD Edwards data integrity
issues, improve processes, and to identify any other system issues. Includes
workshops to capture and document the Business Processes for each major functional
area and identify processes that can be improved, identify related costs to address the
gap, implement process improvements identified, and any other work to address data
integrity or other system issues.
VENDOR: Vendor #2
OVERALL RANKING: 2
SUBJECT MATTER EXPERTS/RATERS: 1. Finance Manager -Accounting 2. Finance
Project Manager 3. Information Services Business Systems Manager
MINIMUM QUALIFICATIONS REVIEW
• Written Proposal Score: 2
VENDOR NAME — Minimum
Qualifications Review
Total Weighted
Maximum
Criteria
Score
Score
Compliance with RFP
52.5
75
Technical Approach
300
450
Qualifications
405
450
Clarity
110
150
Local Vendor Preference
0
75
Cost
180
300
Total
II. DUE DILIGENCE REVIEW
• Interview Ranking: 2
Vendor #2 — Summary of Review
• Well qualified, assisted in the City's JD Edwards 9.1 upgrade
• Is familiar with the City's various systems that integrate with
JD Edwards
• Has a working relationship with City staff, familiar with power
users from 9.1 upgrade
• References: includes strong references from OC Sanitation
District, City of Fort Collins and North County Transit District
Vendor #2 Pricing
• Estimated pricing of $89, 088 is competitive (second lowest of
all proposals submitted); however this estimate is not a firm
price. Final not -to -exceed pricing for Phase 1 would not be
negotiated unless vendor is selected.
City of Huntington Beach
2000 Main Street ♦ Huntington Beach, CA 92648
(714) 536-5227 ♦ www.huntingtonbeachea.gov
Office of the City Clerk
Robin Estanislau, City Clerk
September 21, 2016
Enterprise Technology Services, LLC
ATTN: Mario Alvarado
333 City Blvd. West, Ste. 1700
Orange CA 92868
Dear Mr. Alvarado:
Enclosed for your records is a fully executed copy of the "Professional Services Contract
between the City of Huntington Beach and Enterprise Technology Services, LLC for JD
Edwards Business Process Discovery, Gap Analysis, and As Needed Support Services."
Sincerely,
4q4ou �&4vd,&j
Robin Estanislau, CIVIC
City Clerk
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Enclosure
Sister Cities. Anjo, Japan ♦ Waitakere, New Zealand