Oracle Advanced Benefits Business Process … RFP - OAB Business...Oracle Advanced Benefits Business Process Enhancement Project ... Questions regarding this RFP shall be ... and Oracle

REQUEST FOR PROPOSAL

Oracle Advanced Benefits Business Process Enhancement Project

September 24, 2012

This Request for Proposal (RFP) is being sent to pre-qualified consulting firms to act as the Consultant in the completion of the Oracle Advanced Benefits (OAB) Business Process Enhancement Project. Proposals for providing these services will be received until the close of business (4:30 P.M.) on, Friday October 5, 2012. Proposals are to be delivered to: Humberto Sanchez, Director of Information Technology Northeast Ohio Regional Sewer District 3900 Euclid Avenue Cleveland, OH 44115-2504 Attn: Donice Bell Late submittals will not be considered. Questions regarding this RFP shall be directed to Donice Bell by emailing to [email protected]. All responses to questions addressed for this project will be posted on the District’s internet site. The RFP is organized as follows: SECTION I. INTRODUCTION SECTION II. SCOPE OF WORK SECTION III. SCHEDULE SECTION IV. PROPOSAL FORMAT AND REQUIRED INFORMATION SECTION V. EVALUATION OF PROPOSALS SECTION VI. SELECTION PROCESS SECTION VII. OTHER INFORMATION SECTION VIII. SUBMISSION OF PROPOSALS

OAB Business Process Enhancement Project Request for Proposal – SEPTEMBER 24, 2012

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mailto:[email protected]


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OAB Business Process Enhancement Project RFP - Figures and Attachments The following figures and attachments are included in this RFP. Figure 1 System Layout & Interface Hierarchy Attachment A Client References Attachment B Consultant Resume Form Attachment C Task, Hour Summary Form Attachment D Cost Summary Form


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SECTION I - INTRODUCTION

Overview

Northeast Ohio Regional Sewer District (District) solicits proposals from qualified vendors to provide consulting services to assist in the necessary business process enhancements of the Oracle Human Resource Management System module, specifically Oracle Advanced Benefits. The purpose of this Request for Proposal (RFP) is to select a consulting firm capable of partnering with the District in completing the setup, design and configuration of the aforementioned module. The goal of implementing new administrative software is to significantly transform the business processes and administrative systems that support the mission of the District. The District seeks a consulting firm to advise and supplement District staff in the implementation of changes to the OAB setup or improvement to the existing processes. The District will be responsible for the overall project management of this initiative. The District Project Manager, along with the consulting service partner's project management support, will provide the oversight to ensure the successful changes of the Oracle product. The consultant is expected to have a thorough grasp of related processes within public utilities and to provide expertise in all aspects of the necessary modifications or improvements in the Oracle application. These include, but are not limited to, the following areas: Domestic Partner rates and enrollment, Deferred Compensation, Flexible Spending Account, Group Term and Voluntary Child Life plans, process redesign and transfer of knowledge. While the District has an ADP payroll solution, the successful vendor will be required to design a core process for integration as needed by the aforementioned plans; the consultant must have knowledge and experience with the relationship of the Oracle / ADP Integration. The successful vendor will have a proven track record of working effectively on this type of project within an organization as complex and diverse as the Northeast Ohio Regional Sewer District. The necessary changes must be designed, tested and moved into the Oracle production environment before by December 7, 2012.


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Major Tasks

The major tasks and goals of the OAB Business Process Enhancement Project are as follows: A. Create Options and Rates for Domestic Partner Enrollments

The District will be recognizing Domestic Partners within the applicable current benefit plans. The contribution structure has four (4) rate components: Pretax, post tax, employer portion and imputed income.

B. Design Unrestricted Benefits Program for Deferred Compensation Plan

The District’s Deferred Compensation is setup in the Oracle Advanced Benefits module as a “Plan not in Program”. This setup has caused many daily transactional challenges when life event occurs.

C. Setup of Flexible Spending Account (FSA)

The District’s current setup will not work correctly within the realm of Self Service Benefits. The setup needs to be revised at the Standard Rate level to optimize the use of annual contribution information and mid-year enrollments or changes.

D. Modifications for Group Term Life and Voluntary Child Life

• Group Term Life The current setup tracks coverage and cost only through the use of standard rates and does not easily identify the coverage amount and eligibility for employees.

• Voluntary Child Life There should be two (2) options created to correctly track the coverage level chosen as well as the individual cost for each option


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Background Information

To assist vendors with the development of their information packets, The Northeast Ohio Regional Sewer District (“District”) has provided the following background information:

The Northeast Ohio Regional Sewer District is a political subdivision of the State of Ohio created and operating under Chapter 6119 of the Ohio Revised Code. Originally named Cleveland Regional Sewer District, it was created in 1972 to assume ownership, operation and management of wastewater collection, treatment and disposal facilities serving the member communities in the Cleveland metropolitan area. District Administration is located at 3900 Euclid Avenue, Cleveland, Ohio 44118. This location also includes the Engineering & Construction, Operations &Maintenance Administration, Human Resources, Finance, Legal and Information Technology Departments. In addition to the District Administration Building, the District owns and operates an Environmental and Maintenance Services Center (EMSC) and three wastewater treatment facilities:

Westerly Wastewater Treatment Plant, located at 5800 West Memorial Shoreway, Cleveland, 44102 (near Edgewater State Park);

Southerly Wastewater Treatment Center, located at 6000 Canal Road, Cuyahoga Heights, 44125 (near the Interstate 77/Interstate 480 intersection); and

Easterly Wastewater Treatment Plant, located at 14021 Lakeshore Boulevard, Cleveland, 44110 (near the Cleveland/Bratenahl border)

The Environmental and Maintenance Services Center (EMSC), located at 4747 East 49th Street (north of the Southerly Wastewater Treatment Center) houses the Sewer Maintenance & Control Department, the Water Quality & Industrial Surveillance Department, Analytical Services, Inventory Control and Vehicle Maintenance. Information Technology The District is currently running Release 11i (11.5.10.2) / Oracle RDBMS Version 10g on SuSE SLES10 servers (the operating system is Oracle Linux Enterprise 5.3) and utilizes the following core Oracle eBusiness Suite (EBS) modules: General Ledger, Payables, Fixed Assets, Receivables, Cash Management, Core Human Resource, iRecruitment, Advanced Benefits, Self Service, Discoverer Xi. Our goal is to change or modify the Oracle Advanced Benefits module with maintainable solutions with as little customization as possible. Additional information about the District, its history and operations is available at the District’s Internet site at www.neorsd.org


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OAB Business Process Enhancement Project History In August 2012, the District began the Oracle R12 Upgrade Assessment project to complete a comprehensive upgrade assessment and to develop a report that analyzes and recommends the appropriate plan for completing the upgrade of the Oracle eBusiness Suite of applications: Oracle HRMS (OAB, Core HRMS, Self Service and iRecruitment) and Oracle Finance (Accounts Payable, Account Receiveable, General Ledger, Cash Management, and Fixed Assetts). The overall goal of the assessment is to identify the appropriate tasks necessary to upgrade the Oracle applications, gain efficiencies from expanded use of the system's functionality, identify steps and/or issues to consider for the future upgrade and organizational initiatives, and maintain the application components under the Oracle support program. It is through this assessment where the tasks outlined in the OAB Business Process Enhancement Project developed.


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SECTION II - SCOPE OF WORK

The Oracle Advanced Benefits Business Process Enhancements Project shall include the following Tasks: Domestic Partner Enrollments, Deferred Compensation Plan, Flexible Spending Accounts, and Group Term and Voluntary Child Life Plans in the District’s Oracle Advanced Benefit application:

Task A Create Options and Rates for Domestic Partner Enrollments

Task B Develop Unrestricted Benefits Program for Deferred Compensation Plan

Task C Setup Flexible Spending Accounts

Task D Modify Group Term and Voluntary Child Life Plans

The Consultants shall provide details as to the method of accomplishing the Scope of Work for these tasks. The Consultants' proposals shall address all of the objectives for each task as outlined in the Scope of Work. The Consultants are encouraged to recommend alternatives and additional goals to the defined Scope of Work (e.g. task additions) in their proposals.


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Task A Create Options and Rates for Domestic Partner Enrollments

The Consultant shall construct a business process, setup, design and configuration for a recent business objective of recognizing domestic partner enrollments for all District employees within the Oracle Advanced Benefits application. A new contribution rate structure will be required. This contribution structure differs from other District rate structures in that rates charged will have four (4) components attached: Pretax, Post Tax, Employer Portion and Imputed Income. To meet the above task, the following objectives must be met:

• Review and recommend appropriate business process design and setup for efficient use of Oracle Advanced Benefits functionality

• Define new rate structures associated with applicable plans to accommodate domestic partner contributions

• Modify or define Eligibility Rules to include domestic partner benefits

• Provide functional test scripts that will be reviewed and modified by District resources according to the District’s processes

• Recommend, implement and assist with the testing of out and in-bound interfaces (ADP and Oracle Finance)

o Review, advise and implement necessary changes to the Oracle views to ADP

• Provide knowledge transfer of the Domestic Partner rate setup and configuration with District business and technical resources

• Construct report requirements

Task A Deliverables:

• Documented approach and business requirements • Test Scripts • Knowledge transfer to business and technical resources of the logic taken to configure

application • Construct and build reporting needs:

o Modify or create Discoverer reports to pull domestic partners into benefit reports


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Task B Setup Flexible Spending Accounts

The District’s current rate setup for Flexible Spending Accounts (FSA) does not handle mid-year enrollments and changes without manual intervention. In addition, this setup will not function correctly within the realm of future Self Service benefit enrollments. The Consultant shall provide a business process design that would eliminate the manual intervention of the Human Resource department with mid-year enrollments and changes to meet the following objectives:

• Provide direction to the design, setup and build of new FSA rates to correctly handle mid-year enrollments and changes


• Recommend, implement and assist with the testing of out and in-bound interfaces (ADP and Oracle Finance)


• Knowledge transfer to business and technical resources of the logic taken to configure application

Task B Deliverables:


application


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Task C Develop Unrestricted Benefits Program for Deferred Compensation Plan

The District’s Deferred Compensation is currently setup in the Oracle Advanced Benefit application as a “Plan not in Program”. This has created many transactional issues when life events occur. In addition to this challenge, “Plan not in Program” will not appear in the District’s Oracle Self Service application which is scheduled to rollout in the 2013 Open Enrollment period. The Consultant shall make modifications to the Oracle Advanced Benefits application for the Deferred Compensation Plan to meet the following objectives:

• Create an unrestricted program and setup a Deferred Compensation Plan with options within the new program

• De-enroll employees currently enrolled in current Deferred Compensation Plan

• Re-enroll employees into new Deferred Compensation Plan found under new Unrestricted Benefits Program


• Provide knowledge transfer of the setup and configuration of the new unrestricted program with District business and technical resources

• Recommend, implement, and assist with the testing of out and in-bound interfaces (ADP and Oracle Finance)


• Construct report requirements

Task C Deliverables:



o Create or modify existing report to pull all employees currently enrolled in Deferred Compensation plans


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Task D Modify Group Term and Voluntary Child Life Plans

The current setup in the District’s Oracle Advanced Benefit application tracks coverage and cost only through the use of standard rates and does not easily identify the coverage amount and eligibility for employees with Group Term Life. Life events that affect the level of Group Term Life coverage are problematic. Additionally, options need to be created under the Voluntary Child Life plan to track the coverage level. The Consultant shall provide an approach that would eliminate or resolve business issue with a process design and configuration to meet the following objectives:

• Review and recommend appropriate business process design and setup for efficient use of Oracle Advanced Benefits functionality

• Modify Group Term Life setup

• Create Options under Voluntary Child Life plan and move employees into new options


• Recommend, implement, and assist with the testing of out and in-bound interfaces (ADP and Oracle Finance)


Task D Deliverables:



o Modify existing reports to include these plan changes


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Task E Project Administration

The Consultant shall provide coordination between the District and any Sub consultants selected to carry out project tasks. The Consultant shall be responsible for the overall quality of task work, including tasks performed by Sub consultants. The Consultant is expected to maintain a strong and responsive local presence to assure effective sub consultant management and prompt response to District questions and concerns. The following outlines specific subtasks for Task E. Subtask E-1: Project Organization and Management

Project Communications The Consultant shall develop a communications protocol between the Consultant, and the District staff assigned to this project, including but not limited to the Project Manager. Project Staffing The Consultant shall maintain the project staff as recommended in the proposal. Any changes in project staffing shall be notified to the District in advance, and they shall maintain an equivalent level of expertise as with the originally proposed staff. The Consultant shall also identify project staff authorized to incur reimbursable expenses such as travel expenses. Project Billing The Consultant shall prepare and promptly submit invoices for the project. The Consultant and all Sub consultants are responsible for assuring and certifying that invoices are correct and meet project invoicing standards for format and allowable costs. A summary of the OAB Business Process Enhancement Project Invoicing Standards is provided on Attachment A.

All invoices must be submitted within two (2) months of the effort being billed unless the District authorizes an extension. The Consultant shall be responsible for identifying and addressing potential project budget, management and schedule issues. If District action is required, the Consultant shall recommend a suggested course of action.

Questions regarding invoicing procedures may be addressed to Donice Bell at [email protected]. Project Cost Management Consultants shall monitor their budgets closely. The Consultant shall be responsible for identifying and resolving all budgets and invoicing issues, as soon as possible, before inclusion of costs in the project master invoice.


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Consultant budget issues shall be described in detail, and the Consultant shall recommend corrective actions before these issues affect invoicing.

In order to control project costs, any expected cost overruns within a task shall be justified in advance by the Consultant and approved by the Project Manager, Donice Bell.

Any additional work proposed by the firm awarded this engagement must be first presented in writing to the OAB Business Process Enhancement Project Manager, Donice Bell. If there is an agreement that the additional work should be performed, it may need to be approved by the Board of Trustees before being actually performed. Any requests for additional fees and/or expenses not so approved will be rejected by the District.

Project Management Documentation The Consultant shall be responsible for maintaining a complete project library and master files of all contract and subcontract actions and reports.

Subtask E-2: Progress Meetings and Reports

Progress meetings between the District Project Manager and the Consultant shall be held. The Consultant shall prepare status reports to be submitted to the District at least two (2) working days prior to the meeting. The project status reports shall set forth the following information:

• Current scope of work completion status versus anticipated

status, • Updated project schedule, • Current contract cost status versus anticipated status, • Project information and decision needs including the

anticipated source, expected response time and any issues or problems that could delay the expected response,

• Anticipated tasks and accomplishments for the coming month,

• Questions, comments, problematic issues and suggestions, • Identification of out of scope task work, and • Invoicing issues and proposals to address such issues.

In addition to the aforementioned progress meetings, the Consultant shall conduct periodic coordination meetings with District staff. The Consultant shall conduct presentations for District staff to explain and receive input on project issues. Prior to payment of the final invoice, the Consultant shall deliver to the District Project Manager all plans, sketches, drawings, documents, reports, memoranda and reproducible related to the project and as required by the


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District's representative, as well as all non-expendable personal property purchased and approved by the District.


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SECTION III - SCHEDULE

Project Schedule – OAB Business Process Enhancement Project

The OAB Business Process Enhancement Project is envisioned as 5 – 7 week effort. A detailed schedule for the RFP evaluation and selection process is as follows: • Issue RFP September 24, 2012

• Submittal of Consultant Proposals October 5, 2012

• Consultant Interviews (Exact times to be determined) October 11-12, 2012

• Consultant Selection October 12, 2012

• Commence Scope of Work October 22, 2012 Consultants are to include a detailed preliminary project schedule in their technical proposal. The project schedule shall include anticipated completion dates for key task items. Consultants are free to include discussion on any recommended schedule modifications, citing reasons for any recommended schedule modifications.


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SECTION IV - PROPOSAL FORMAT AND REQUIRED INFORMATION

Each Consultant shall submit six (6) copies of the technical proposal. One of these shall be visibly labeled "Master Copy - Cost Proposal". The following information shall be included in the technical proposal: 1. A discussion of the anticipated approach to the project. Section II - Scope of Work contains a

number of requests for items to be discussed in the proposal. In addition, the District invites alternatives to any approaches embodied in the Scope of Work. Any proposed alternatives shall be clearly identified in the technical proposal. In developing the level of effort (hours by tasks), the Scope of Work as provided herein shall be assumed as the base proposal. For each alternative task proposed, a total level of effort for the proposed alternative shall be separately identified and an appropriate deduction or addition of task hours shall be included. The Consultant shall also discuss expected challenges during the project and potential approaches to these challenges. This part of the proposal will be used to evaluate the extent to which the Consultant understands the project, its magnitude and its complexity.

2. A statement of the firm's qualifications, including a list of three (3) of the most recent similar

projects completed. The following information shall be included for each project: • Start and end dates of project; • Consultant’s role in the project, and similarities with the OAB Business Process

Enhancement Project; • Contact information (name, address, phone number) of individual responsible for

project at the contracting agency. 3. A preliminary schedule showing the key tasks and activities and anticipated dates necessary

for the OAB Business Process Enhancement Project. 4. The résumé of the proposed Project Manager and his or her proposed time commitment to

the project. The District reserves the right to approve the proposed Project Manager, and if that individual leaves the firm during the project, to subsequently approve their replacement.

5. Résumés of key staff members and/or sub consultants proposed to work on the project. The

roles proposed for each sub consultant as well as their qualifications in that area shall also be identified in the proposal. The District fully expects that personnel included in the proposal will be assigned to the project. Any personnel added to the project team or changes of personnel in significant roles shall be subject to advance approval by the District.

6. Description of your firm’s availability for the OAB Business Process Enhancement Project

and the commitment of resources for the OAB Business Process Enhancement Project. A discussion of the commitment and availability of key project personnel (Project Manager and designated task leaders) shall also be included.

7.


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8. Statements confirming that no personal or organizational conflicts of interest are known to exist between the District and the Consultant.

9. Task and Hour Summary Forms (Attachment C) completed for each activity necessary to

fulfill the terms of this RFP. An electronic file spreadsheet in Excel format of the Task and Hour Summary Forms accompanies the RFP for the Candidates to use in the proposal. Candidates shall break the project down by the tasks identified in the Scope of Work. The total of the hours for all tasks shall accurately reflect the total effort needed to perform the entire project as outlined in the RFP. Hours in all tasks shall be identified by labor category for each activity. All proposed sub consultants should also have a Task and Hour Summary Form in the proposal. An electronic file (in Excel format) and a paper copy of the Task and Hour Summary Forms completed by the Candidates shall be submitted with the Master Copy of the proposal. All other copies shall include a paper copy only. The District will use these forms to assist in evaluation of the proposals. The District reserves the right to request additional Task and Hour Information. A prompt response of one (1) working day shall be adhered to in these requests.

10. One completed Cost Summary Form (Attachment D) shall be completed and included only with the Master Copy of the proposal in paper and electronic form. It shall be labeled "Master Copy - Cost Proposal" and sealed. The District will open only the Master Copy proposal of the candidate selected for the project.


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SECTION V - EVALUATION OF PROPOSALS

Proposals submitted to the NEORSD for the OAB Business Process Enhancement Project shall be evaluated by the Consultant Selection Committee utilizing the following criteria.

Pass/Fail Screening Criteria

Proposals not in compliance with the following pass/fail criteria will not receive additional consideration:

1. Avoidance of personal and organizational conflicts of interest as prohibited by State and local law.

2. Proposals received by the submittal deadline and at the address of the issuing office indicated on page 1 of this RFP. The District will not accept proposals submitted by facsimile or electronic mail, nor will the District accept proposal submitted after the proposal submittal deadline. The District is not responsible for and will not accept late or mis-delivered proposals.

3. The District will perform a review to identify any proposals that are not responsive to the objectives of the RFP. Subject to approval by the District, such proposals will not receive further evaluation. The Executive Summary in the proposal will be reviewed to evaluate alignment with the objectives of the RFP.

4. The proposal conforms to the RFP instructions regarding organization and format and responsiveness to the requirements set forth in the RFP.

Proposals that comply with the above will be scored based upon the criteria presented below. Scoring Criterion I Experience, qualifications, and commitment of proposed key project personnel 30% of total score. Scoring will be based on consideration of the following: 1. The experience of proposed project personnel. Key project personnel must have held

responsible project positions for similar projects.

2. The ability of the firm to provide appropriate back-up personnel for key project positions.

3. The degree to which the project personnel and team bring experience in the full range of skills needed to accomplish the Scope of Work.

4. The specific commitments made in the proposal for staffing key project positions, including percent of Project Manager’s time dedicated to the project.


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Scoring Criterion II Experience and past performance of the firm on similar projects 30% of the total score This score will be based on:

1. The firm's experience in conducting projects of similar nature and complexity.

2. The ability of the firm to draw upon this experience to benefit the project.

3. The firm’s history of innovations in applicable project areas. Scoring Criterion III Method of accomplishing the Scope of Work 20% of the total score Scoring will be based on consideration of the following:

1. Proposed organization of the work effort, including: • collection, organization and display of data, • allocation of project staff to the different tasks and subtasks, • project communications, • problem definition, alternative development and alternative ranking.

2. Innovations, alternatives, and enhancements to the Scope of Work as presented in the proposal.

3. Unique capabilities with likely high-impact applicability to the project.

4. Understanding of the appropriate levels of effort (hours) for various task areas. This evaluation will be based upon the estimated hours of effort for task areas as presented in the proposal.

5. Appropriate project financial and management controls, including: • level of effort tracking, • quality assurance, • project financial controls and invoicing systems.

Scoring Criterion IV Location of work 10% of the total score Scoring will be based on the demonstration of 60% allocation of work to personnel and/or firms located within a District service area community.


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Scoring Criterion V Quality of the oral presentation of the proposal 10% of the total score The primary basis for the score will be • presentation of the selected approach and of the qualifications of key project personnel, • answers to questions that may arise from the OAB Business Process Enhancement Project

Selection Committee during the interviews, • questions arising from the presentation team, and • demonstration of the project team's understanding of the District's goals for the project.


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SECTION VI - SELECTION PROCESS

Once all proposals have been received, the following steps will be followed to select the Consultant: 1. Technical proposals will be reviewed by the OAB Business Process Enhancement Project

Selection Committee. Additionally, a phone survey may be conducted to evaluate the past performance of the participating firms on similar jobs. This survey will be limited to the contacts provided in the proposal as required in Section IV, Item 2.

2. Each member of the selection committee will rank the Consultants based upon the

predetermined selection criteria. The selection committee will then meet to conduct its formal selection process based upon the predetermined selection committee ranking.

3. The results of the selection process may need to be presented to the District’s Board of

Trustees and permission will be requested to conduct contract negotiations with the highest ranked firm.

4. Negotiations will be conducted with the highest ranked firm to agree upon a final Scope of

Work and the fees for those services as proposed in the Master Copy Cost Proposal. The District intends to negotiate a not-to-exceed price for this project. After the final Scope of Work and fees have been negotiated, the maximum not-to-exceed price of the contract shall not be increased without written authorization by the District. Upon satisfactory completion of the contract, the District shall retain all remaining unused funds. Negotiations shall adhere to the following guidelines:

• One completed Cost Summary Form (Attachment D) shall be with the Master Copy

Proposal. The total cost given on the form shall cover costs for all work described in the RFP. All proposed subcontractors with an estimated cost of $10,000 or more should also complete a Cost Summary Form for inclusion in the price negotiations. An electronic spreadsheet file in Excel™ format of the Cost Summary Form accompanies this RFP.

• As with the Task & Hour Summary Form, the Cost Summary shall contain a complete

breakdown of man-hours for as many classifications as may be required, i.e., Principal, Project Manager, Project Associate, Clerical etc. and the hourly base rate.

• In the Cost Summary, Other Direct Costs (ODC's) shall be billed at actual costs with no

mark-up. The Consultant shall maintain a master list of any and all non-expendable personal property approved by the District and purchased as ODC's. The Consultant is expected to be able to ascertain the status and location of all non-expendable ODC’s throughout the project. All non-expendable ODC’s will be turned over to the District upon completion of the project. All proposals must contain an estimate of Other Direct Costs and Reimbursable Expenses by Task (for all work performed by the Consultant and any Sub consultants) with a detailed explanation of the basis of estimate. Refer to the Project Invoice Guidelines for permissible costs.


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• Reimbursable expenses for traveling, lodging and meals shall adhere to District Guidelines for such expenses.

• No overtime will be incurred during the project without consent of the District. The

District will pay any authorized overtime at straight time rates. 6. Assuming successful negotiations, the OAB Business Process Enhancement Selection

Committee may need to report to the Board of Trustees and will make a recommendation to enter into a contract based on the outcome of the negotiations. If negotiations cannot be concluded successfully, permission will be requested to negotiate with the next highest ranked firm following the same procedure.


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SECTION VII - OTHER INFORMATION

• The District reserves the right to waive any informalities in the proposals submitted and other

areas of the procurement process. • The selected Consultant shall indemnify, keep and save harmless the District and its

respective officers, agents and employees against all suits or claims that may be based upon any injury to persons or property that may arise out of any alleged error, omission or negligent act of the Consultant, its employees, agents, Sub consultants or other representative of the Consultant. Also the selected firm shall, at its own expense, satisfy and cause to be discharged such judgments as may be obtained against the District or any of its officers, agents or employees.

• The District requires public liability insurance and liability insurance for each automobile

used on the project with limits in each case not less than $500,000 for injury or death of one person, not less than $1,000,000 per occurrence on account of injury or death of two or more persons, and property damage not less than $200,000.

• The District reserves the right to request professional liability insurance of $1,000,000 during

the performance of this project. Candidates shall include in their proposal a statement of how much professional liability insurance they carry. Project specific liability coverage will be accepted to supplement a smaller amount of existing coverage, but the policy must be effective for a five (5) year period beginning on the date of the design contract, and the policy form must be approved by the District's General Counsel. Project specific insurance, in addition to professional liability insurance, may include all other coverages required by the District, including comprehensive general liability, auto and property in the required amounts, with not less than a five (5) year tail.

• The Consultant shall be solely responsible for correcting errors, omissions and ambiguities of

and for providing clarification regarding technical aspects of their work at no cost to the District.

• The District reserves the right to specifically negotiate the price for the Scope of Work for

any consultant or contractor. The District also reserves the right to require that a consultant or contractor be removed or replaced for reasons including, but not limited to, inability to negotiate price and scope or past unsatisfactory performance.


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SECTION VIII - SUBMISSION OF PROPOSALS

Five (5) copies of the technical proposals and 1 sealed Master Copy Cost Proposal are to be delivered to: Humberto Sanchez, Information Technology Director Northeast Ohio Regional Sewer District 3900 Euclid Avenue Cleveland, Ohio 44115-2504 Attn.: Donice Bell Deadline for submission of proposals is 4:30 p.m. on October 5, 2012 Late submittals will not be considered. All questions regarding this RFP shall be directed to the Project Manager, Donice Bell, via e-mail only at [email protected].

END OF RFP

ATTACHMENTS AND APPENDICES TO FOLLOW

Attachment A

OAB Business Process Enhancement Project Client References

[Insert Project Name here] Request for Proposal – INSERT ISSUE DATE HERE

Attachment B Consultant Resume Form


Attachment C Task, Hour Summary Form


Attachment D Cost Summary Form


Attachment E District Standard Clauses for

Professional Services Agreement



END OF ATTACHMENTS AND APPENDICES

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Oracle Advanced Benefits Business Process … RFP - OAB Business...Oracle Advanced Benefits Business Process Enhancement Project ... Questions regarding this RFP shall be ... and Oracle