CITY OF COMMERCE Request for Proposals Scanning, Indexing, and Large Format Document Import Services for the Public Works and Development Services Department RFP DISTRIBUTION DATE: April 30, 2015 PROPOSAL DUE DATE: May 28, 2015 at 4:00 P.M. City of Commerce RFP – Scanning and Index Services 1 REQUEST FOR PROPOSAL NOTICE IS HEREBY GIVEN that the City of Commerce is seeking proposals for purposes of scanning, indexing and importing large format documents for the Public Works and Development Services (PWDS) Department. All proposals shall be submitted to: Purchasing Division, Finance Department City of Commerce 2535 Commerce Way Commerce, CA 90040 The deadline for submission of proposals is: May 28, 2015 at 4:00 P.M. submitted after the aforementioned deadline will not be considered. Any proposals A copy of this Request for Proposal (RFP) may be obtained from the City’s website at http://www.ci.commerce.ca.us/bids.aspx (City of Commerce Purchasing Website) or by contacting the Purchasing Division staff at [email protected]. RFP updates are available to consultants that register at the “Planholders List Form” and the “Notify Me” service at: http://ca-commerce.civicplus.com/index.aspx?NID=1037 http://ca-commerce.civicplus.com/list.aspx?Mode=Subscribe#bids No faxed proposals will be accepted. It is the sole responsibility of the proposing firm to ensure that proposals are received prior to the closing date and time, as late bids will not be accepted. Submitted proposals become the property of the City and may be used by the City in any way deemed appropriate. The work shall be done in compliance with the City's proposed contract language set forth in this RFP. Copies of the RFP are available from the City at the above referenced address. The general scope of work is for document scanning services, indexing, storing and archiving large format documents as related to innovative best practices for document storage, naming, and retrieval for the PWDS Department. The City reserves the right to withdraw this RFP, reject or negotiate any and all proposals, and to waive any irregularity. This RFP does not obligate the City of Commerce to pay any costs incurred by the respondents in the preparation and submission of a proposal. Furthermore, the RFP does not obligate the City to accept or contract for any expressed or implied services. In negotiating a final contract, the City may increase or decrease the Scope of Work (SOW) including increasing or decreasing the work for any or all identified tasks within the SOW. Dated this 30th day of April, 2015 Matt Marquez Deputy Director of Public Works and Development Services City of Commerce RFP – Scanning and Index Services 2 Table of Contents PURPOSE OF RFP ..................................................................................................... 4 CURRENT RECORD KEEPING PROCESS ................................................................ 4 SCOPE OF WORK ...................................................................................................... 4 RENEWAL OF CONTRACT ........................................................................................ 4 RFP OFFICIAL CONTACT .......................................................................................... 5 QUESTIONS REGARDING RFP ................................................................................. 5 PROPOSAL RESPONSE ............................................................................................ 5 RFP AMENDMENTS ................................................................................................... 6 VENDOR'S COST TO DEVELOP PROPOSAL ........................................................... 6 WITHDRAWAL OF PROPOSAL ................................................................................. 6 REJECTION OF PROPOSAL ..................................................................................... 7 PROPOSAL VALIDITY PERIOD ................................................................................. 7 CONTRACT AWARD AND EXECUTION .................................................................... 7 PROCUREMENT SCHEDULE .................................................................................... 8 FEE SCHEDULE ......................................................................................................... 8 PROPOSAL SUBMISSION ......................................................................................... 8 City of Commerce RFP – Scanning and Index Services 3 Purpose of RFP The City of Commerce is seeking proposals from experienced and qualified firms to provide professional services for scanning, indexing and importing large format PWDS documents. The objectives for this project are to reduce manual processes and increase productivity, integrate all paper-based plans and blueprints, as well as building permit documentation and microfiche, into the City’s Laserfiche network and provide expedient and reliable public service and for public records requests. The required services and performance conditions are described in the SOW. Current Record Keeping Process The PWDS Department currently has a manual record keeping process where paperbased blueprints and plans are stored at the City’s North Annex warehouse and various locations in the Building & Safety office. Paper-based permits and microfiche documents are also stored in Building & Safety. Currently, the documentation storage needs of the Department have exceeded the existing capacity of the warehouse and the Building & Safety office. Furthermore, the influx of large format documents and records continues to accumulate and the City is unable to continue storing these records in a safe and manageable manner. Scope of Work The PWDS Department’s objective is to scan large format documents, permits and microfiche into the City’s Laserfiche Network. The Department requests competitive bids for the following services: • Document imaging/scanning services for large format documents which shall include, but not be limited to: building plan sets and drawings, maps, building permits, engineering plans, development files and plans, tract and parcel maps, microfiche and other various large format documents. • Document indexing that is searchable by various criteria and clearly readable. File naming convention must contain at least the following elements as searchable criteria: - Project Number Project Name Parcel Map Number Tract Map Number Building Permit Number Address Document Type Date Customizable User Defined Fields City of Commerce RFP – Scanning and Index Services 4 • Provide a framework and plan for routine scanning and maintenance of the documents subject to this RFP. • Provide customer service for resolving ad-hoc issues, particularly on indexing. Renewal of Contract The contract for scanning, indexing, and importing large format PWDS documents is for three years or until completion of the project, as determined by the City. RFP Official Contact Upon release of this RFP, all vendor communications concerning the overall RFP should be directed to the emails below. Unauthorized contact regarding this RFP with other City employees may result in disqualification. Any oral communications will be considered unofficial and non-binding on the City. Vendors should rely only on written statements issued in this RFP and Addendums. Name: Matt Marquez Deputy Director of Public Works and Development Services [email protected] Name: Purchasing Staff Telephone: 323-722-4805 E-mail: [email protected] Questions Regarding RFP Vendors who request clarifications of the RFP requirements must email Matt Marquez, Deputy Director of Public Works & Development Services at [email protected] and copy (cc) Purchasing Staff at [email protected]. Proposal Response The proposal must provide a summary of the firm’s qualifications to perform the duties outlined in the RFP. The content and sequence of the information contained in each copy of the proposal shall be as follows: 1) Cover Letter The letter should include general information about the vendor, such as: description of all services offered, the total years in business, number of employees, office location (s) etc. Include name, phone and email for authorized contact concerning proposal. City of Commerce RFP – Scanning and Index Services 5 2) Proposal Summary This section should include the highlights, key features, and distinguishing criteria of the proposal. 3) Fee Schedule The proposal shall include the proposed costs to provide the services outlined in the SOW. Include any other cost and price information, plus a not-to-exceed amount, that would be contained in a potential agreement with the City. In addition to the complete project cost, the contractor shall submit pricing for support and maintenance contracts in a yearly format for a minimum of 3 years. 4) General Firm Information Include general information about the firm, such as: description of all services offered, the total years in business, number of employees, office location (s) etc. Include name, phone and email for authorized contact concerning proposal. 5) Project Staff List and Key Project Staff Background Information Provide a list of staff members for this project. Key project team members shall be identified by name, title and specific responsibilities on the project. An organizational chart for the project team and resumes for key personnel shall also be included. 6) Customer References Provide a list of a minimum of three (3) similar relevant projects, together with information on the project scope, client, location, budget, common issues, services provided. Provide client references, including names, titles, addresses, telephone numbers and email addresses for these projects. 7) Project Performance Schedule and Work Plan Provide a well-conceived service plan which shall include a full description of major tasks and subtasks. This section of the proposal shall establish that the firm understands the City’s objectives and work requirements and firm’s ability to satisfy those objectives and requirements. Describe the proposed approach for addressing the required services and the firm’s ability to meet the City’s schedule, outlining the approach that would be undertaken in providing the requested services. RFP Amendments The City reserves the right to change the schedule or issue amendments to the RFP at any time. The City also reserves the right to cancel or reissue the RFP. City of Commerce RFP – Scanning and Index Services 6 Vendor’s Cost to Develop Proposal Costs for developing proposals in response to the RFP are entirely the obligation of the vendor and shall not be chargeable in any manner to the City. Withdrawal of Proposals Proposals may be withdrawn at any time prior to the submission time specified in this RFP, provided notification is received in writing. Proposals cannot be changed or withdrawn after the time designated for receipt. Rejection of Proposals – Waiver of Informalities or Irregularities The City reserves the right to reject any or all proposals, to waive any minor informalities or irregularities contained in any proposal, and to accept any proposal deemed to be in the best interest of the City. Proposal Validity Period Submission of the proposal will signify the vendor’s agreement that its proposal and the content thereof are valid for 180 days following the submission deadline and will become part of the contract that is negotiated between the City and the successful vendor. Contract Award and Execution • The City reserves the right to make an award without further discussion of the proposal submitted. Therefore, the proposal should be initially submitted on the most favorable terms the vendors can offer. It is understood that the proposal will become a part of the official file on this matter without obligation to the City. • The general conditions and specifications of the RFP and as proposed by the City and the successful vendor's response, as amended by agreements between the City and the vendor, will become part of the contract documents. Additionally, the City will verify vendor representations that appear in the proposal. Failure of the vendor's products to meet the mandatory specifications may result in elimination of the vendor from competition or in contract cancellation or termination. • The vendor selected as the apparently successful vendor will be expected to enter into a contract with the City. • If the selected vendor fails to sign the contract within five (5) business days of delivery of the final contract, the City may elect to cancel the award and award the contract to the next-highest-ranked vendor. City of Commerce RFP – Scanning and Index Services 7 • No cost chargeable to the proposed contract may be incurred before receipt of a fully executed contract. Procurement Schedule Milestone Release RFP to Vendors Pre-Bid Meeting Vendor Questions (if any) Due Answers to RFP Questions Released Proposal Responses Due Finalists Selected Interviews Conducted (please reserve this date) Selection of Consultant Contract Awarded Contract Awarded Work Begins Scanning, Indexing and Importing Complete Final Acceptance Date April 30, 2015 May22, 2015 May 28, 2015 Fee Schedule Proposed Fees: • Pricing for scanning/imaging services: Provide a contract unit price per image for “PWDS Large Format Documents Scanning”. The subject price shall include all labor, equipment, equipment, preparation and indexing services, reassembly and re-file of large format documents, and all other appurtenant tasks and no additional payment shall be made therefore. • Pricing for scanned images from existing microfiche and micro film (media conversion): Provide a contract unit price per image for “Microfiche Image Scanning”. The subject price shall include all labor, equipment, equipment, preparation and indexing services, return and re-file of microfiche records, and all other appurtenant tasks and no additional payment shall be made therefore. • Pricing for scanning building permits: Provide a contract unit price per image for “Building Permit Documents Scanning”. The subject price shall include all labor, equipment, equipment, preparation and indexing services, reassembly and re-file of building permit documents, and all other appurtenant tasks and no additional payment shall be made therefore. City of Commerce RFP – Scanning and Index Services 8 • Pricing for development files and plans: Provide a contract unit price per image for “Development Files and Plans Scanning”. The subject price shall include all labor, equipment, equipment, preparation and indexing services, reassembly and re-file of development files and plan documents, and all other appurtenant tasks and no additional payment shall be made therefore. Proposal Submission The following provides specific instructions for submitting your sealed proposal. Sealed Proposals must be received by the Purchasing Division in care of the City Clerk’s Department no later than May 28, 2015 at 4 p.m. (Pacific Time). Late proposals will not be accepted nor will additional time be granted to any vendor. Proposals shall be in a sealed envelope marked: Name of Bidder RFP Project Name Date and Time of The Proposal Date Proposals sent by email must be time stamped as received by City of Commerce system by 4:00 p.m. (Pacific Time). Emailed proposals must be in either MS Word or PDF format. All proposals and accompanying documentation will become the property of the City and will not be returned. Send all email proposals to: [email protected] An electronic copy of the vendor’s proposal, in its entirety, must be received as specified above. The City will not accept facsimile. Address for submission: City of Commerce ATTN: Purchasing Division - C/O The City Clerk’s Office 2535 Commerce Way Commerce, CA 90040 City of Commerce RFP – Scanning and Index Services 9
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