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Home My WebLink AboutResolution - 5962 - Agreement - TMG Consulting Inc. - 08_13_1998Resolution No. 5962 Item No. 22 August 13, 1998 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed to execute for and on behalf of the City of Lubbock an Agreement between the City of Lubbock and TMG Consulting, Inc., and all related documents. Said Agreement is attached hereto and incorporated in this Resolution as if fully set forth herein and shall be included in the minutes of the Council. Passed by the City Council this 3t�, h _ day of August , 1998. ATTEST: - 1 �4� bha� KavWid Darnell, City Secretary APPROVED AS TO CONTENT: c urn,c. Sharlett Chowning Information Technology Manager APPROVED AS TO FORM: A� �-- OL 141 --Zl William de Haas Competition and Contracts Manager Wd:dkf MG Consult-Agree.RES.doc ccdocs/August 4, 1998 Resolution No. 5962 Item No. 22 August 13, 1998 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF LUBBOCK AND TMG CONSULTING, INC. STATE OF TEXAS COUNTY OF LUBBOCK This Agreement is between the CITY OF LUBBOCK, a municipal corporation, hereinafter referred to in this agreement as "CLIENT", and TMG Consulting, Inc., a Texas corporation located at 9210 Honeycomb Dr., Austin, TX 78737, hereinafter referred to as "CONSULTANT" WHEREAS, the CLIENT is seeking to replace its existing utility billing/customer information system; WHEREAS, the CONSULTANT is an experienced professional information system and management consulting firm with particular knowledge of this Project, possesses the skills required, and has the personnel resources to perform the required work; and, WHEREAS, the Agreement allows the performance by the CONSULTANT of required services for the Project, as requested by the CLIENT; NOW, THEREFORE, for and in consideration of the promises, covenants and agreements herein contained, the parties mutually agree as follows: I. SCOPE OF SERVICE CONSULTANT agrees to perform the services described in the Presentation Submitted to CLIENT, attached to this Agreement as Exhibit A and incorporated herein, relating to the replacement or upgrade to CLIENT's utility billing/customer information system (collectively, the "Services"). CONSULTANT shall furnish all necessary labor and supervision, except as specified hereunder to be furnished by CLIENT, and shall perform the Services subject to and in accordance with the terms and conditions of this agreement. CLIENT may elect to forego any particular Service or Services by providing written notice of such election to CONSULTANT at any time. CONSULTANT may also provide such other services not specified in the Proposal as the CLIENT may request in writing from time to time (the "Additional Services"). PSA080398TMG II. SOLE AGREEMENT This Agreement shall supercede all prior agreements, and understanding between the parties with respect to all subject matter hereof, except as may be otherwise specifically provided in this Agreement. The agreement specifically supercedes the prior agreement between these parties dated July 13, 1998. The parties may amend this Agreement to more specifically define the Services, to engage CONSULTANT for Additional Services, or to define the Additional Services. Any amendment to this Agreement shall be in writing executed by both parties. III. INCORPORATION OF CONTRACT DOCUMENTS Exhibit A, the presentation provided by TMG Consulting to the City of Lubbock, Texas, is hereby made an integral part of this Agreement. IV. ASSIGNED EMPLOYEES CONSULTANT personnel performing Services and Additional Services shall be and will remain at all times, employees, and/or sub -contractors of CONSULTANT. CONSULTANT employees and/or sub -contractors assisting the CLIENT under this Agreement who are found, in the CLIENT's sole opinion, to be unsatisfactory for services to be performed hereunder, shall be removed by CONSULTANT immediately upon receipt of such written request by the CLIENT. Such employee shall be replaced with another CONSULTANT employee satisfactory to the CLIENT as soon as possible. V. INSURANCE A. CONSULTANT shall procure and carry, as its sole cost and expense through the life of this Contract insurance protection hereinafter specified, in form and substance satisfactory to the CLIENT. CLIENT must approve all policies prior to the commencement of any activities whether performed by the CONSULTANT, subcontractor, agents, or third parties. The insurance carrier must be an insurance company authorized to transact business in the State of Texas and have a Best's Financial rating of A:VII. A Certificate of Insurance specifying each and all coverage shall be submitted to CLIENT prior to the execution of this Contract. All insurance shall be prepared and executed by the insurance company or it's authorized agents and shall contain an endorsement naming the CLIENT an additional insured. Written notice of cancellation or any material change will be provided thirty (30) days in advance of cancellation or change. All insurance, other than Worker's Compensation, shall provide a waiver of subrogation in favor of CLIENT, and shall contain cross liability and severability clauses. B. CONSULTANT shall obtain and maintain policies of insurance throughout the Contract term in limits specified below. PSA080398TMG 2 1. Worker's Compensation. The CONSULTANT shall maintain Worker's Compensation and Employer's Liability insurance coverage as required by statute or coverage approved by the City Risk Management Coordinator. 2. Commercial General Liability. The CONSULTANT shall maintain Commercial General Liability coverage endorsed to include premises/operations, contractual liability, independent contractors' and completed operations. The policy shall have a minimum of One Million and no/100 Dollars ($1,000,000) combined single limit in the aggregate and per occurrence. C. CONSULTANT and its insurers providing the required coverages shall waive all rights to recovery against CLIENT and its directors, officers, employees, and agents. VI. PAYMENT CLIENT shall pay CONSULTANT upon the timely completion of the Services according to the schedule set forth below. CONSULTANT's professional fees for the Services shall not exceed $150,000 (the "Fee Cap"). This is a total fixed fee contract and includes the cost of any out-of-pocket expenses incurred in connection with the services. If the CLIENT elects to forego a Service after CONSULTANT has commenced performing such service, CLIENT shall reimburse CONSULTANT for costs incurred prior to receiving CLIENT's notice to forego such Service, provided that such costs shall not exceed the cost specified in the table below. CONSULTANT shall bill CLIENT for Services rendered upon completion and delivery of the items identified in the following table: PSA080398TMG Project Cost Category.d Price Milestone 1 Customer System Design Blueprint $ 21,425.00 Customer System Industry Perspective Workshop Current Environment Workshop Strategy & Target Environment Workshop Baseline Requirements Review Detailed Requirements Working Session Milestone 2 Request for Proposal $ 21,425.00 Approved Request for Proposal Milestone 3 Proposals / Requirements $ 21,425.00 Vendor Interactions and RFP Support Business Scripts/ Requirements Attachments Milestone 4 Vendor Finalist Selection $ 21,425.00 Business Finalist Identification Conference Administer Detailed Requirements Checklist One Day Outlined Product Demonstrations Score and Evaluation Worksheet Vendor Finalist Selection Workshop Milestone 5 Vendor Finalist Confirmation $ 21,425.00 Product Confirmation and Design Session Customer Site Visits Corporate Site Visits Milestone 6 Business Plan $ 21,425.00 Best and Final Offer Business Plan Contract Document Milestone 7 Installation Approval $ 21,450.00 Presentation Materials Presentations Total Fixed Fee Contract Amount $ 150,000.00 CLIENT will pay to CONSULTANT the sum of twenty-one thousand four hundred twenty-five dollars ($21,425) upon signing of this contract. The rest of the funds are to be paid upon acceptance of each milestone as identified above. The CLIENT shall make payments to the CONSULTANT under this Agreement based on the successful and timely completion of the scheduled services by CONSULTANT. Payment by the CLIENT shall be initiated upon receipt of the invoice and are due no later than thirty (30) days from invoice receipt. PSA080398TMG 4 All deliverables and related invoices will be directed to: Mr. Don Lewis Department of Information Technology City of Lubbock P.O. Box 2000 Lubbock, TX 79457 It is expressly agreed that under no circumstances shall the CLIENT be responsible for payment or CONSULTANT be entitled to compensation for any services or expenses, other than as set forth herein, unless such additional amounts are approved by CLIENT in writing and in advance. CONSULTANT shall pay any fees owed to its employees or subcontractors for their services rendered in connection with this Agreement from the fees paid by CLIENT pursuant to this Agreement. VII TERMINATION OF AGREEMENT The CLIENT shall have the right to terminate this Agreement at any time for the CLIENT's convenience by giving five (5) days written notice of such to CONSULTANT. Upon receiving notice of termination, CONSULTANT shall discontinue the work on the date and to the, extent specified in the notice and place no further orders for sub -services except as needed to continue any portion of the work that was not terminated. CONSULTANT shall also make every reasonable effort to cancel, upon terms satisfactory to the CLIENT, all orders or subcontracts related to the terminated work. If this Agreement is terminated for the CLIENT's convenience after CONSULTANT has commenced any work, mobilization, or other off -site activities under this Agreement, CONSULTANT will be paid its actual costs incurred prior to receiving the notice of termination, including administrative and general overhead costs, and reasonable demobilization costs, determined in accordance with generally accepted accounting principles consistently applied; provided that, if compensation under this Agreement is on a time and materials basis, CONSULTANT will be compensated at rates specified in the Agreement for work actually accomplished prior to the notice of termination. Fees for Services actually performed shall not exceed the cost of such Services specified in the table in Section F. Notwithstanding the foregoing, CLIENT may terminate this Agreement without prior notice if for cause. VIII. CONFIDENTIALITY OF INFORMATION The parties acknowledge that in the course of this Agreement they will have access to, and/or will be in possession of, confidential information of the other. "Confidential Information" shall mean information regarded by that party as confidential, including information relating to its past, present or future research, PSA080398TMG development or business affairs; future project purchases; and any proprietary products, materials, or methodologies. Under the Texas Open Records Act the CLIENT is required by law to disclose any information requested regarding the CONSULTANT and/or the project that may be requested from any outside sources. Each party shall hold in confidence, in the same manner as it holds its own confidential information of like and kind, all Confidential Information of the other to which it may have access hereunder. Access to Confidential Information shall be restricted to those of the party's personnel with a need to know and engaged in a permitted use. The foregoing shall not prohibit or limit either party's use of information (including, but not limited to, ideas, concepts, know-how techniques, and methodologies) (i) previously known to it, (ii) independently developed by it, (iii) acquired by it from a third party without continuing restriction on use, (iv) which is, or becomes, publicly available through no breach of this Agreement, or (v) as may be required by law under the Texas Open Records Act. This section shall survive termination of the Agreement for any reason. The CLIENT shall be the owner of all work papers created and software developed or delivered in connection with this Agreement. CONSULTANT shall deliver such work papers created in connection with this Agreement. CONSULTANT shall be entitled to retain a duplicate set of work papers for its files for informational purposes and not for duplication or distribution. Upon completion of the Services, or upon termination of this Agreement, CONSULTANT shall return to CLIENT all Confidential Information provided to CONSULTANT by CLIENT or CLIENT's employees, affiliates or agents, unless otherwise instructed by CLIENT. IX. RESPONSIBILITY OF THE CLIENT The CLIENT will: A. Provide information as to its requirements for the Project as described in the approved final schedule. B. Assist CONSULTANT by placing at its disposal all available information pertinent to the Project including previous reports and any other data relative to the project as is requires by the approved final schedule. C. Furnish to CONSULTANT, as required for performance on CONSULTANT services, data, and other special research and available and appropriate professional interpretations of all the foregoing, provided that CLIENT in its sole opinion is not unduly burdened with complying with this provision. D. Examine all studies, reports, specifications proposals, and other documents presented by CONSULTANT, in a timely manner, and render in writing the PSA080398TMG decisions pertaining thereto within time as described in the approved final schedule. E. Designate an individual to act as the CLIENT's Project Manager on behalf of the CLIENT, with respect to the work to be performed under this Agreement. F. Give prompt written notice to CONSULTANT whenever the CLIENT observes or otherwise becomes aware of any development that affects the scope or timing of the CONSULTANT's services. X. WARRANTY A. CONSULTANT warrants that the Services and Software shall be free of defects and shall be in accordance with the requirements of the Agreement, and that the Software shall be merchantable and suitable for the use intended, and shall be compatible with, and capable of efficiently operating on the systems described in Item I of the Agreement. Any corrected Services and Software shall be similarly warranted. B. CONSULTANT expressly warrants that, in providing the CLIENT with these services, they do not in any way invalidate the licenses given to the CLIENT by various software vendors, nor do they breach the confidentiality of such software, documentation, or related materials. C. CONSULTANT agrees to comply with all applicable local, state, and federal laws, regulations, and orders relating to the services, including but not limited to fair and equal opportunity practices and policies. XI SPECIAL CONDITIONS The following conditions are incorporated into the understandings associated with this Agreement: A: If the project scope of work is increased or changed by the CLIENT in such a manner as to require additional labor or expenses, CONSULTANT, with written Project Manager approval, will adjust both scope and fees through written amendment to this Agreement. B. CONSULTANT's project team members will have the opportunity and authority to contact personnel of the CLIENT directly in the performance of consulting duties. C. CONSULTANT shall testify, when required by CLIENT, on CLIENT's behalf, in any court or governmental or regulatory agency hearings or proceedings relative to the work performed under this Agreement. D. Disputes on any matter relating to this Contract shall be discussed and resolved by authorized representatives of each Party who have the authority to bind the party that they represent. The Parties shall use their best efforts to amicably and promptly resolve the dispute. However, pending resolution of any dispute, and at CLIENT's option, CONSULTANT shall proceed with the Work, or that portion thereof, in dispute, as directed by CLIENT and the cost of such Work, or the portion thereof in dispute shall be accounted for in a segregated account pending resolution of the dispute. PSA080398TMG 7 E. Other conditions may be added to this Agreement in the future by mutual consent of both parties. XII. ADDRESSES OF PARTIES TO AGREEMENT All correspondence, contacts, and communications other than invoices between the parties to this Agreement shall be made by fax or electronic mail, with a hard copy to be sent by regular mail or certified mail, return receipt requested to the following: City of Lubbock, Texas TMG Consulting, Inc. P.O. Box 2000 9210 Honeycomb Dr. Lubbock, Texas 79457 Austin, Texas 78737 Attention: Mr. Don Lewis Attention: Mr. Greg Galluzi Phone: 806-775-2373 Phone: 512-288-2655 Fax: 806-775-3033 Fax: 512-288-2622 Email: donlewisaa,mail.ci.lubbock.tx.us Email: TMGGreg_(@worldnet.att.net XIII. APPLICABLE LAW A. This contract shall be governed by and construed in accordance with the laws of the State of Texas. The parties hereto hereby irrevocably consent to the exclusive jurisdiction and venue of the courts of the State of Texas, County of Lubbock, for the purposes of all legal proceedings arising out of or relating to this contract or the actions that are contemplated hereby. B. This Agreement will be governed by the laws of the State of Texas. C. CONSULTANT shall maintain records that are necessary to substantiate the services provided by CONSULTANT. D. CONSULTANT agrees to protect, defend, hold harmless, indemnify the CLIENT against any claim, damages, liability, losses, and expenses arising out of any threatened, actual, or alleged claim that the provisions of such services violate any rights held by the owners of such software licenses. E. The term of this Contract commences on the Effective Date and continues without interruption for a term of one (1) year from and after the Effective Date. The term may be extended for one (1) year with the written consent of both parties. PSA0803981 MG IN WITNESS WHEREOF, duly authorized representatives of the City of Lubbock and TMG Consulting, Inc. have executed this contract this 13th day of August , 1998. T N Title: P2C5 f.OeV—(— CITY OF LUBBOCK Windy Sitton, Nfayor AT. ST: Ka Darnell, City Secretary APPROVED AS TO CONTENT: Sharlett Chowning, Information ology Manager APPROVED AS TO FORM: William de Haas, Competition and Contracts Manager PSA080398TMG Resolution No. 5962 Item No. 22 August 13, 1998 Exhibit A. At Jul 0 ,..,.. ,_a,..�w..w ' - r., "..:...........". s...,._u..._.. ..�.._.� �.............. �--_�..._.� � v....+._y.x,�...w.a........s,.,.ovwa.+.......-.n - ....o a - ..v.a «._.....r».:.,....._., - �u�...........a�w..�..W.�..w. ... �. -. ,..... Nam x CONSULTING, oNC. applying information technologies for business solutions Simply EfFect'ive • 9210 Honeycomb Dr., Austin, Texas 78737 • Phone: 512-288-2655 Fax: 512-288-2622 Email: TMGGreg@worldnet.att.net NEW Belle urCISExperieuce Seattle S okane C 61a County PUD JAgoma ublic Utilities rcci Ontario Hydro 7x7 )` .i.t t maha Publ'c S ringfi Id Fort ollins ct Longm APPA Pla te_ River Kansa City y Sprin i Id triCities Energ Pacific klahoma nicipal Utilitie reenville l _ . Tula Utilities Tex s-New exic Power Austin ® = in process almost done X..,i # jy r oc a tion [..�1�: ,"fir complete • Bellevue, WA • Chelan County PUD, WA • Denton, TX • Greenville Utilities, NC • Killeen, TX • Longmont, TX • New Braunfels, TX • Corpus Christi, TX • Fort Collins, CO • Spokane, WA • Springfield, MO • Springfield, IL I[HiIHI[H; • Anaheim, CA • Austin, TX • Fort Worth, TX • OPPD, NE • Kansas City, MO • Seattle, WA • Tacoma, WA • Texas -New Mexico Power • Tulsa, OK • Tucson Electric, AZ • Energy Pacific • Minnesota Power • Missouri Gas Energy • Ontario Hydro • Public Service of New Mexico • Southern California Gas Company • Southern Union Company • Southern Union Gas • Missouri Gas Energy No Text • APPA • Anaheim, CA • Austin, TX • Bellevue, WA • Chelan County, WA • Denton, TX • ElectriCities, NC • Fort Collins, CO • Greenville, NC • Longmont, CO • Minnesota Power • OPPD, NE • New Braunfels, TX • Oklahoma Public Power • Ontario Hydro, Canada • Oregon Public Power • PRPA, CO • Public Service of NM • Seattle, WA • Springfield, IL • Springfield, MO • Tacoma Public Utilities, WA • Texas - New Mexico Power • Tucson Electric, AZ • Altra Energy Corporation • Corpus Christi, TX • Energy Pacific • Enserco Energy • GCNM • Greenville, NC • Missouri Gas Energy • Southern California Gas • Southern Union Gas • Anaheim, CA • Austin, TX • Bellevue, WA • Chelan County, WA • Corpus Christi, TX • Denton, TX • ElectriCities, NC • Fort Collins, CO • Greenville, NC • Longmont, CO • New Braunfels, TX • Oklahoma Public Power • Oregon Public Power • Seattle, WA • Springfield, IL • Springfield, MO • Tacoma Public Utilities, WA • Anaheim, CA • Austin, TX • Bellevue, WA • Chellan County, WA • Corpus Christi, TX • Denton, TX • Fort Collins, CO • Fort Worth, TX • Greenville Utilities, NC • Longmont, CO • New Braunfels Utilities, TX • OPPD, NE • Seattle, WA • Southern Califomia Gas • Southern Union Company • Spokane, WA • Tacoma Public Utilities, WA • Texas -New Mexico Power • Tucson Electric, AZ • Anaheim, CA • Austin, TX • Chellan County PUD, WA • Corpus Christi, TX • Denton, TX • Fort Collins, CO • Fort Worth, TX • Greenville Utilities, NC • Kansas City, MO • Killeen, TX • Longmont, CO • Missouri Gas Energy • New Braunfels Utilities, TX • OPPD, NE • PRPA, CO • Seattle, WA • Southern California Gas • Southern Union Company • Southem Union Gas • Spokane, WA • Springfield, IL • Tacoma Public Utilities, WA • Texas -New Mexico Power • Tulsa, OK • Austin, TX • Fort Worth, TX • Gas Co of New Mexico • Missouri Gas Energy • New Braunfels Utilities, TX • Southern California Gas • Southern Union Company • Southern Union Gas • Tacoma Public Utilities, WA • Texas New Mexico Power • Tulsa, Oklahoma • Altra Energy Corporation • APPA • ElectriCities, NC • Enserco • Minnesota Power • Oklahoma Public Power • Oregon Public Power • Ontario Hydro • Public Service of NM • Springfield, MO • ConnexT • H.T.E. • Utiligent • First Point • Sierra Systems IExperience Our Market Segment 3 Market Segment 4 Market Segment 1 Market Segment 2 25,000 and under 25000 to 100000 100,000 to 500,000 500,000 and over Numerous Computare CUSTIMA International Andersen CCS Daksoft = CSC Dynasty Software EDS Custometrics Daffron & Associates = HTE IBM Harris Computer J.D. Edwards. James Martin J.P. Haynes and OrCom- ORACLE Associates SCT Utility Systems Price Waterhouse New World Systems SFG Technologies _ SAP Peace Computers Sierra Systems Pentamation SPL WorldGroup Outsourcers Prophecy Americas STS Systems & Software AVISTA Advantage (WWP) ConnexT (PSE) EDISON Select (SocalEdison) EnergeTechs (KCPL) Energy0ne (UtiliCorp) ENOVA (Pacific Enterprises) Enable (KN Energy/ PacifiCorp Products Evaluated First Point Customer Care Products Not Evaluated (PGEIEnron)H.T.E., Inc. Product Recommendations Minnesota Power SCT Utility Systems Total Customer Solutions (TU) UTILIGENT March 1998 - Omaha Public Power District, Nebraska, the 11th largest publicly owned electric system awards CIS consulting contract to TMG. Our competitors included: • Deloitte & Touche Consulting • Metzler & Associates • Micon • TMG Consulting O TMG is working with OPPD to evaluate and select a CIS product. O The project has a five month timeframe beginning April 1998 and ending August 1998. JANUARY 1998 - TMG Awarded Contract with TNMP to Provide CIS Consulting Services. �..J�- TNP Enterprises_ Inc. Facillt Works$M Texas -New Mexico Y -- Power Company TNP Enterprises, Inc. (NYSE: TNP) is a Fort Worth, Texas based holding company. Its wholly -owned subsidiary, Texas -New Mexico Power Company (TNMP), provides reliable, community -based electric service to more than 220,000 customers in Texas and New Mexico. Another TNP subsidiary, Facility Works was formed in 1996. Facility Works provides utility -related services to small -to medium-sized communities throughout Texas and New Mexico. Our competitors included: • Arthur Andersen • Deloitte & Touche Consulting • James Martin & Associates • Micon • TMG Consulting O TMG is working with TNMP to evaluate and select a CIS product. O The project has a five month timeframe beginning January 1998 and ending May 1998. O The project team consists of 6 individuals from various TNMP regions and departments. For additional information contact Tim Gerdes, the project manager at 281-534-4072 IAMUMV 1997 - Seattle City Light, the Aft -largest publicly owned electric utility in the country awards CIS contract to PTI and TMG IF a 40 1 •Tie lowest cost, most reliable electricity In urban America • Publicly owned *Stewards of our environment Our competitors included: • Andersen Consulting • EMA Services • Deloitte & Touche Consulting • KPMG Peat Marwick • Micon • Pacific Technologies • Price Waterhouse • Resource Management International • TMG Consulting • Utility Partners 0 Wilson Group Seattle City Light is the nation's seventh largest public power system, serving more than 330,000 customers. Service area of 131.3 square miles includes the City of Seattle (85%)and seven adjacent municipalities (15%). Roughly 1,800 full-time employees serve more than 330,000 customers, and a population exceeding 640,000. O TMG is working as a subcontractor to PTI to evaluate and select a CIS product. O The project has a twelve month timeframe beginning January 1997 and ending January 1998. O For additional information contact Joel Jeffress, the project manager at 206-386-0029 JANUARY 1995 and November 1997 - Austin Electric Utility, the 9th largest publicly owned electric utility awards CIS consulting contract to TMG TKIR K=W4 CQNMCVWM, Our competitors included: • Alterra Systems • Deloitte & Touche Consulting • KPMG Peat Marwick • Micon • TMG Consulting City of Austin Electric Utility is the nation's ninth largest public power system, serving more than 320,000 customers. Roughly 1,200 full-time employees serve more than 320,000 customers, and a population exceeding 600,000. O TMG has been working with the City of Austin since January 1995 regarding the development of a CIS strategy and a CIS product evaluation and replacement effort. O TMG is now providing COA with Quality Management Services during the 24 month phased implementation effort. The initial "golive" will be completed in 7 months with a target date of October 1,1998. O For additional information contact Dorinda Pulliam, the project director at 512-322-6524 May 1997 and December 1997 - Tacoma Public Utilities, the 16th largest publicly owned electric utility awards CIS consulting contract to TMG. Tacoma City light Tacoma City Water Our competitors included: • Arthur Andersen • Best Consulting • Cambridge Technology Partners • CGR Management Consultants • Clairmaont Technology Group • James Martin & Associates • KPMG Peat Marwick • McLain Group, Inc. • Micon • Moss Consulting • National Systems & Research Company • P.C. Shiner & Associates • Savage & Associates • Sing Corporation • TMG Consulting Tacoma Public Utilities includes City Light and City Water. In addition, the City of Tacoma provides wastewater and solid waste services. A total of over 167,000 customers are served by TPU and the City of Tacoma. O TMG completed a 7 month CIS product evaluation and selection effort. O TMG is now providing TPU with Quality Management Services during the 19 month implementation effort. O The project team consisted of 12 individuals from various TPU and City departments. For additional information contact Bill Schatz, the project manager at 206-502.8787 November 1997 - Greenville Utilities Commission awards CIS Consulting contract to TMG. 7777 ,.��. �1Pan �-es of North Carolina, Inc. Our competitors included: • EMA • Micon • TMG Consulting Greenville Utilities Commission (GUC) provides electric, water, sanitary sewer and natural gas service to over 46,000 customers in North Carolina. In addition, ElectriCities with 81 member cities and towns serving more than 400,000 customers is participating in the CIS product evaluation and selection effort. O TMG is working with GUC and ElectriCities to evaluate and select a CIS product. O The project has a seven month timeframe beginning November 1997 and ending May 1998. O The project team consists of 3 individuals from various GUC departments and one representative from ElectriCities. For additional information contact Glenn Bowman, the project manager at 919-551.1506 American Public Pcm 2301 M St N. W. Washington D. C. 2D (202) 467-2900 TMG has been selected and CISTOOLSTM approved by the American Public Power Association to provide TMG's TM complete CISTools consulting CISWORLD program to its members at an extremely competitive price. CI$'pTM CISLITETM CISCbECUUPTM CISCONSULTTM An Internet site dedicated to CIS solutions. A streamlined project approach to evaluating and selecting customer system solutions. A do-it-yourself approach to evaluating and selecting customer system solutions. A cost effective source for customer system guidance and expertise. A network of experienced customer system consultants CISTooLt CISCHECMSP An Automated Toolset Resources & Assistance CISWORLI) Your Customer System Solution Guide CISRAP16' Streamlined Activities' y , CISCONSULTJAMMNT A Consulting Services Program CISWORLD users a Technical Conference Your Customer System Solution Guide CISWorld CIS Conference Search Site Visit Other Sites Contact Us Site Objectives Search Site News Line Marketplace Events Procurements Library Assistance Project Room eP.s:t other SAW-000 Contact us Site objectives Sponsored By Hi Survey Says News Une • en -able Signs Orange and Rockland Utilities, Inc. • HTE Enters Outsourcing Market With $8 Million Deal Contact us to list your news item dlarSetAtace III Procurements Assistance Events Project Boom TMG CONSULTING, INC. 9210 Honeycomb Dr., Austin, Texas 78737 0 Phone: 512-288-2655 0 Fax: 512-288-2622 0 Email: TMGGreg@woddnet.att.net Welcome to your customer System Project Assistant . C � • ci An Automated Tooiset. Copyriglht '1995-98 TMG Consulting, Inc., All Rights Reserved Main Menu CISTOOLS CISRAPID I CISCHECKUP CISCONSULT CISWORLD m Exit Select one of the following: ® C I STOOLS [an automated toolset] ® CIS RAPID [streamlined project activities] ® CISCHECKUP [project facilitation and assistance] ® CISCONSULTANT [consulting services program] 0 C I SWORLD [customer system solution guide] TMO CONSULTING, INC. CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http:/twww.cisworld.com Main Menu CISTOOLs I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLD 17 LExit CISTools - An Automated Toolset Project Management, Quality Management, and Marketing Management 1. optimum Strategy 1.1 Current 1.3 Strategy 1.4 Target 1.5 Alternative 1.6 Order of ]1,2Needs Operation sessment Alignment Operation Analysis Magnitude Optimum Solution 2. Product Solution 2.1 Rapid 2.2 RFP 2.3 Vendor 2.4 Finalist 2.5 Impact 2.6 Order of Strategy Assembly Discovery Discovery Assessment Magnitude Comprehensive Product Solution .Y,. .s7 r r k "x__y /" s GSsxt�.:rv„q y ". SIF`gxs "0. $_ ,gymM''x +R. fir: _.°`E _ R`S-�'�.i.� l., s� d e'n4h: °�'4 i xrc`Yi A y� yy �i%`�u "X .. 'k .»:, 'y � B gg@@ b e° p n'"f" 5 y 4. i- q� � A I P 2 n.a rY'�+_:,d4 t S`5.�.4 �..'3 �{1:y M � W ...'��: � 3 �^�.:r.:. Md°Y'��.,...r� .g.;t�.�?`..�A�'MW �'S9..aS�iY.i�r:. .$a've� Y' Y +i ti i4 Successful Product Installation CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLD IM I Exit Streamlined Project Activities Jun 98 July 98 Aug 98 Sep 98 Oct 98 Nov 98 Dec 98 2. CIS Design Blueprint 3. Request for Proposal F4 IL� I M L Design Blueprint Request for Proposal 1. Project Management & Administration 4. Vendor Proposal 5. Solution Evaluation 6. Solution 4] Confirmation Vendor Proposals & Requirements 1 7. Business Scripts Plan VeTor alist 8. Installation Selected 6 Approval 7 Vendor Finalist Confirmed Business Plan installation CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Approval Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu CISTOOLSICISRAPID I CISCFIECKUP CISCONSULT CISWORLD Exit Project Milestones Jun 98 1 July 98 Aug 98 1 Sept 98 1 Oct 98 1. Project Management & Administration 2. CIS Design Blueprint 3. Request for 4. Vendor 5. Solution Proposal Proposal Evaluation 6. Solution Confirmation 1 7. Business Plan 8. Install Approval 1 21 16 7 9 4 �'� � `.r ign Request for Vendor Proposals & G� print Proposal Business Scripts Vendor Finalist Business Vendor Finalist Confirmed Plan Installation Selected Approval CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http:/twww.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISC14ECKUPJUSCONSULT I CISWORLD CK Exit �4'p* Customer System Design Blueprint D Industry Perspective A half day Customer Industry Perspective Workshop detailing: Industry Forces and Strategies, Vendor Product Offerings, Alternative Solutions, Project Considerations and Project Approach. IR Current Environment A half day Current Environment Workshop to gather current business and technical information including: current environment costs, profile information, ordinances, rate structures, business office statistics, system processing statistics, client/server network configurations, user lists, desktop environment, funding sources and the cost allocation. 0 Strategy and Target Environment A half day Customer Strategy and Target Environment Working Session. Components may include: Customer Market Strategy, Customer Service Strategy, Customer Centric Position, Customer System Strategy, Business Objectives, Customer System Scope, Technical Objectives, and Technology Trends. 0 Functional Requirements Conduct a half day baseline requirements review to walkthrough the TMG CIS requirements template. Conduct a four day workshop to review and modify the TMG template to reflect customer specific requirements. D order of Magnitude An order of magnitude estimate for the new customer system. Specifically this will include: Estimated cost of the customer system by major cost component, estimated cost by funding entity based upon the existing allocation (if any), an anticipated installation timeframe, potential vendor product solutions within your market segment(s) and Identification of potential vendor product solutions. CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CIMOLS I CISRAPID I CISCMECKUP I CISCO14SULT I CISWORLD I MaExit ,. Customer System Design Blueprint 0 Industry Perspective e512-2a&2&% CONSULTING, INC. O Credentials r O Alternative Solutions Presentation Agenda ® Project Considerations ® Vendor Product Offerings ® Approach 3 CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CIMOLS I CISRAPID ! CISC14ECKUP I CISCONSULT CISWORLD 17 Exit �%P,ACustomer System Design Blueprint 4 Current Environment Current Environment ■ Current Environment Costs ■ Profile Information ■ Ordinances / Rates ■ Business Office Statistics ■ System Processing Statistics ■ Network Configurations ■ User Lists ■ Desktop Environment ■ Funding Sources 0 Cost Allocation CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID CISCHECKUP I CISCONSULT I CISWORLD 17 EXit isV* Customer System Design Blueprint 4D Strategy and Target Environment 0IST9013 Customer Business Objectives Customer V2.0 May 1996 TMG Customer Name Service Identify customer business objectives from the following list. Respond A, B, or C. Res nse A B C 1.0 Uninterrupted Revenue Stream A Significant Not Important 2.0 Time to Market for Board/Council Moderate Time Lengthy Time to directives and Regulatory A to Market (4 to 9 Market (9 requirements months) I months +) 3.0 Time to Market for Utility Initiatives regarding Competitive Advantage A Moderate Time I Lengthy Time to Target Environment ■ Target Technology Environment Formulate Strategies B ■Customer Strategic Direction ■ Conduct Industry Overview Requirements ■ Primary Customer Market Strategy A ■ Product Technology ■ Customer Service Strategy Requirements ■ Customer System Strategy ■ Product Installation Requirements ■ Customer Business Objectives ■ Vendor Profile Requirements ■ Customer System Scope ■ Vendor Support Requirements CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu CISToOLs I CISRAPID ! CISCHECKUP I CISCONSULT I CISWORLD IM Exit �u'p' Customer System Design Blueprint 4 Functional Requirements Customer Service / Care Customer Management Rates Portfolio Account Management Management Management Financial Billing I Service Service Management Management Point Address Usage Inventory � Service Order Management Management Management CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Credit & Collection Main Menu CISTOOLS I CISRAPID I CISCHECKUP CISCONSULT I CISWORLD]m Exit M.'aw Customer System Design Blueprint Functional Requirements CiSUM Customer System Functions & Features Checklist V2.0 May 1996 TMG Customer Name Here Credit..• Wel ht: 10=Mandator , 5=Re uired but Flexible, 1=Position for Future /Nice to Have Response: 3=No Mods, 2=Minimal Mods <40hrs , 1=Moderate Mods 40-120hrs , O=Major Mods >120hrs LWht Item I Sery I Business Area / Activity__ Resp Score 1 Customer Credit 2 Credit Profile 3 All Capture basic customer credit information in order to provide a credit 10 1 profile and credit status of the customer. 4 Credit Checking 5 All Download Equifax / Dun & Bradstreet information directly into the system 10 for on-line accessibility 6 All Identify customers who have been preapproved for credit. For example, 10 some large customers might be eligible for waiver of deposit. 7 Credit References 8 All Provide a letter of reference to a former customer in order to establish 10 credit with a new utility company. 9 All Summarize and print the customer's credit history for the past 12 months 10 on the closing bill for use as a credit reference with another utility based u on specified criteria. CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISC14ECKUP I CISCONSULT I CISWORLD Exit °f Customer System Design Blueprint Confirm High-level data model. CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CIMOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLD I Exit �&P,5Customer System Design Blueprint 0 Order of Magnitude Vendor Solutions will range from $4,875,000 to $6,500,000 Vendor Solution Costs $695009000 • Server Hardware $ 500,000 • Server Software $ 150,000 • RDBMS Software $ 250,000 • Network/Communications $ 25,000 • Desktop Environment $ 100,000 • Application Software $ 1,300,000 • Installation Services $ 3,500,000 • Computer Environment $ 25,000 • Reserves & Contingencies $ 500,000 • Ongoing Cost Develop Yr $ 150,000 Funding Allocation $4.875 low $6.500 high Electric 44.1 % $2.150 $2.866 Water 22.1 % $1.077 $1.437 Public Works 33.8% $1.648 $2.197 CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www,cisworld.com Main Menu I CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLDM L Exit Pf Customer System Design Blueprint Order of Magnitude Project Timeline 1998 1 1999 I 2000 I 2001 1 12131415161718191101111121 1 121314LU-6171S 19 11011111211 12131415161718191101111121 1 1213141516171819110111 Accelerated P oject Timeline (17 mo hs elapsed) Current Syste[n Board / Council Mandates (Attempt to Minimize) Business Unit Enhancements Pnvd tlW and New Initiatives x' (Throw Away? - Wait?)ixs CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT CISWORLD M Exit W�f Customer System Design Blueprint Order of Magnitude Vendor Solutions 45"784 4) 580-8280 MV & ColecWrm LUty CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com --- Main Menu ClMoL3 I CISRAPID I CISCHECKUPFISCONSULT I CISWORLD 12 Exit Customer System Design Blueprint Deliver the Design Blueprint • Current Environment Synopsis • Customer Strategies • Target Environment • Functional Requirements • Order of Magnitude CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLD1�2 Exit Request for Proposal Request for Proposal ■ Provide RFP template ■ Complete draft and issue for review ■ Update RFP based upon comments ■ Contact Vendors and solicit response ■ Coordinate release and distribution ■ Host RFP at http://www.ciswodd.com Pmuk Cusk~System cost tNorkslteet I Welcome to the Ccastomer system Cost Woricst" Erftr ttw Warne Conpletar #0 fdwmk g Cott tlYatcshests Table 1 Delailed Cost Schedule Table 2 Ongoing Anr aal Cost Schedule Table 3 Stmnaty Vendor 5cihec Table 4 St m any Cost Schedul Table 5 Payment Scheduile Sample RFP TMG Customer Name PURCHASING REQUEST FOR PROPOSAL A Comprehensive Customer System Solution Issued xxxxxxxxx, 1997 Solicitation Nszxxxxxxxx COST CATEGORY OR ITEM VENDOR UNITS UNIT TOTAL MONTHLY YEARLY COST AMOUNT MAINT MAINT ,Application Customer Information System Address Standardization CASS PostNet Barcode Miscellaneous A/R Customer Script & Trackin �Application Services Pro ect Management Product Modifications Product Interfaces CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www_cisworld.com Main Menu CIMOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLDI M L Exit :a Vendor Proposal Vendor Coordination ■ Function. as primary RFP point of contact ■ Respond to vendor questions regarding the RFP ■ Optional at customer request: TMG will conduct a vendor pre -proposal conference Script/Documentation Development ■ TMG will work with the customer to confirm an approach to the detailed product review. ■ Utilize the Functions & Feature Checklist, Checklist OUtline or Scripts CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CIMOLS I CISRAPID I CISCHECKUP CISCONSULT I CISWORLD IM Exit 4W Solution Evaluation Select Vendor Finalist Vendor Discovery ■ Identify Business Finalists based on those vendors meeting minimum requirements. ■ Extend detailed functional checklist to Business Finalists ■ Conduct 1 day vendor demonstration/interview ■ Conduct vendor telephone reference checks ■ Scoring of completed functional checklist ■ Scoring of proposals based on evaluation criteria ■ Conduct a 4 hour review session to identify a single vendor finalist (two at most) ■ Notify vendors CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com —] Main Menu I CISToor_s I CISRAPID I CISCHECKUP I CISCowsuLT I CISWosLD 17 Exit Solution Confirmation Detailed Product Walkthrough * A 5 day detailed product review based on detailed checklist ■ Optional: A usability lab ■ Record product modifications, interfaces and conversion items ■ Coordinate with vendor to determine work effort and cost ■ Facilitate vendor activities required to provide a firm offer ■ Conduct site visits ■ Conduct Corporate visit CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLDJM Exit Business Plan -Best &Final Offer CISToo1S V2.0 May 1996 ■ Work with vendor to prepare a best and final offer detailing all aspects of the project. ■ Review best and final offer and identify items requiring discussion and negotiation. 6 Final Bid Costing Worksheets TMG Customer Name Inhouse Solution $1,002,009 $241,795 int $210,000 $1 $1 Solution $0 $210,000 $1,413,039 $1,020,000 7 Services $4,957,992 $4,844,453 8 Environment $0 $0 9 Reserves & Contingency $729,634 $729,634 10 Ongoing Cost Development Yr 1 $24,000 $24,000 10 Ongoing Cost Development Yr 2 $234,38711 $129,073 11 Inhouse Project Expenses Out -of -Pocket Subtotal 11 Inhouse Staffing PROJECT GRAND TOTAL $10,281,532 $8,801,955 $1,296,000 $1,296,000 $11,577,532 $10,097,955 CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISC14ECKUP I CISCONSULT CISWORLD]MExit 0 Business Plan -Contract counCt Discussion ■ Prepare a draft contract if necessary ■ Reach agreement with vendor on contract/negotiation items ■ Incorporate optimum contract terms & conditions ■ Develop scope of work addendum and exhibits ■ Obtain legal review and signoff ■ Verify contract documents are complete and ready for review and approval MaTER&RmENT FOR: CUSTOMER SYSTEM SERVICES PROVIDED BY THE VENDOR: XXXXXXXXXX PROVIDED TO THE CUSTOMER: XXXXXXXXXX DATED: XXXXXXXXXX, 1997 AGREEMENT NUMBER: Draft Version 1 Released xxxxxxx CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu ClSTOOLS ClSRAPID CISCHECKUP ClSCONSULT ClSWORLD Exit 5 Business Plan ® Introduction ■ Technology Plan -� Server Hardware -� Server Software -� Server Environment -� DBMS -� Application Software -� Network Connectivity -� Desktop Environment ■ Installation Plan -� Project Management -� Quality Management -� Product Engineering --� Product Interfaces -� Product Report Development --� Product Training -� Product Data Conversion --� Product Testing --� Product Installation and Post Installation Support --> Managed Services --� Server Installation and Training -> Network Installation and Training -� Desktop Installation and Training ■ Management Plan -� Project Timeline -=► Project Organization and Staffing -4 Project Risk and Contingency ® Marketing Plan -� Change Management -� Marketing Campaign ® Business Plan -� Installation Cost Overview -� Installation Cost Detail by Cost Category -> Installation Cost Allocation by Fund -� Installation Cost per Customer -� Installation Cost Disbursement Schedule -� Installation Cost Financing Options -� Installation Cost Financing Assessment -� Ongoing Cost Overview -� Ongoing Cost Detail by Cost Category -> Ongoing Cost Allocation by Fund -� Ongoing Cost per Customer ® Contracts ■ Attachment (detail worksheets) CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT I c1swoRL—DJM L Exit 1 Installation Approval Approve Installation ■ Assist in the preparation of presentation materials ■ Attend and/or conduct working sessions, presentations, meetings, etc., required to obtain approval of the business plan and award of contract CISTools Copyright 1995-98 TMGConsulting, Inc., Ali Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.cisworld.com Main Menu I CISTOOLS I CISRAPID I CISCHECKUP I CISCONSULT I CISWORLD 112 L Exit CISWoridxom Status reporting and communication through our web site. Welcome to the Customer System Project Room CISTools Copyright 1995-98 TMGConsulting, Inc., All Rights Reserved Phone: 512-288-2655 Fax: 512-288-2622 Web: http://www.ciswodd.com The following is an example of how the project may be organized. Utilizing this structure TMG works to facilitate and coordinate activities rather than control and dictate. Project ownership, authority and ultimate decision making remains with Lubbock and not the project consultant. Lubbock Management Action Committee Lubbock Project DirectorlManager Lubbock TMG Consulting * Industry Perspective Greg Galluzzi * Strategy & Target Environment Core Team •► Indepth Product Knowledge Senior Consultant y Presentations Lubbock Lubbock TMG-Consulting TMG Consulting TMG Consulting Technical Business Lytton Allen Gary Galluzzi Kirstyn Gerber Community Community Lead Consultant Webmaster Administration Primary Project •► Maintain project •► Project Consultant responsible website documentation and for conducting detailed administration activities. Additional Consultants: Gary Weslow, Rose Minton, Kim Jorgenson, Rugen Propps, Cristina Lindgren TMG offers extremely competitive pricing for Public Power through our CISRapid project approach. Fees are calculated using the following pricing logic: • $2.00 per customer account for utilities serving up to a maximum of 150,000 accounts • Pricing remains flat at $300,000 for utilities serving 150,000 to 300,000 accounts. • $1.00 per customer account for utilities serving between 300,001 and 500,000 accounts a Pricing is negotiated for utilities serving 500,001 accounts and greater. • Expenses are based upon actuals incurred and are in addition to the calculated professional fees. Utilizing this pricing logic professional fees for Lubbock are calculated as follows: 77,000 Lubbock combined customer accounts times $2.00 = $15400009 TMG will provide Lubbock with the services outlined in this proposal for a fixed fee of: $1549000 Project Cost Category•• Fee Milestone 1 Customer System Design Blueprint $ 22,000 Customer System Industry Perspective Workshop Current Environment Workshop Strategy & Target Environment Workshop Baseline Requirements Review Detailed Requirements Working Session Milestone 2 Request for Proposal $ _-2Z000 Approved Request for Proposal Milestone 3 Proposals J Requirements $ 22,000 Vendor Interactions and RFP Support Business Scripts / Requirements Attachments Milestone 4 Vendor Finalist Selection $ 22,000 Business Finalist Identification Conference Administer Detailed Requirements Checklist One Day outlined Product Demonstrations Score and Evaluation Worksheet Vendor Finalist Selection Workshop Milestone 5 Vendor Finalist Confirmation $ 22,000 Product Confirmation and Design Session Usability Lab Customer Site Visits Corporate Site Visits Milestone 6 Business Plan $ 22,000 Best and Final Offer Business Plan Contract Document Milestone 7 Installation Approval $ 22,000 Presentation Materials Presentations Total Professional Fees $ 154,000 Project Expense Percentage 20% Estimated Project Expenses $ 31,000 Total Project Cost $ 185,000 The $154,000 in professional fees is divided equally across the 7 project milestones. Lubbock will only remit payment to TMG upon successful completion of each defined milestone. Project expenses have been estimated at 20% of professional fees, or $31,000. This is a guaranteed fixed price contract. Optionally, Lubbock may pursue a time and materials contract or a fixed price contract for individual items from the matrix. The project approach, milestones and associated pricing is open to discussion and negotiation. Why should Lubbock select TMG? The TMG Top Ten List Complete Vendor Independence - No Conflict of Interest Recognized CIS Industry Experts Project Facilitators versus Controllers Affordable Fixed Pricing Tied to Project Deliverables Professionals with 11 to 18 Years of Experience A Proven Track Record of CIS Engagements Automated Project Templates and Streamlined Activities Promotion of a Vendor Partnership A Quality Product and a Workable Solution Reap People Working With Our Customers No Text