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HomeMy WebLinkAbout11 MANAGED PRINT SERVICES DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B 11 Agenda Item .p6 Reviewed: �l�ZtJ AGENDA REPORT City Manager S Finance Director Ja MEETING DATE: FEBRUARY 1 , 2022 TO: MATTHEW S. WEST, CITY MANAGER FROM: ERICA N. YASUDA, CITY CLERK SEAN TRAN, DEPUTY DIRECTOR OF FINANCE SUBJECT: MANAGED PRINT SERVICES SUMMARY: Due to the expiration of the City's lease and services agreement with Sharp Business Systems for copiers and printers, staff issued a Request for Proposal to replace the owned and leased multi-function devices and personal printers at various locations. Upon completion of a thorough analysis, staff is recommending to contract with the vendor that proposed the best solution for the City. RECOMMENDATION: 1 . Authorize the Director of Finance to execute a 60-month lease agreement with Insight Financial Services in the amount of $270,000 2. Authorize the City Manager to execute a Professional Services Agreement with Sharp Business Systems for a 60-month print management program for supplies and maintenance of multifunction copiers, printers, scanners in an amount of $268,000. FISCAL IMPACT: The current annual lease and maintenance agreement for the City's copiers totals approximately $13,819 per month, including supplies (except paper and staples). The proposed new annual lease and maintenance agreement, including supplies (except paper and staples), would total approximately $8,953 per month at an estimated savings of $291,959 over the course of the 60-month lease and services agreement. DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Agenda Report: Managed Print Services February 1 , 2022 Page 2 of 3 DISCUSSION: City staff enlisted the assistance of Eco Office Werks, a Managed Print Services consulting firm, to conduct an analysis of the City's document imaging contracts, technology and processes to include usage patterns and total cost of ownership (TCO) analysis on all leased and owned copiers, printers, fax and scanning equipment. Based on the analysis conducted and a survey of City departments, staff issued a detailed Request for Proposal (RFP) and received proposals from six organizations: Sharp Business Systems, C3 Tech, Cell Business Equipment (CBE), MRC Xerox, Century Business Systems and Circle MSP. A thorough scoring process was performed considering the following categories: Effectiveness of Management Plan and Understanding of the Work, Strategic Narrative on Managing Copier Fleet Upgrade and Implementation Plan, Acceptance of Contract Terms and Conditions and Service Level Guarantees, Strategic Narrative on Managing the Print Optimization and Enhanced Scanning Capabilities, Vendor References and Case Study Narrative for Similar Implementation and Success and Value of Finalist On- Site Presentation and Technology Demonstration. After completion of the scoring, the following top two candidates were invited to move forward in the process with finalist presentations: Sharp Business Systems and Cell Business Equipment (CBE). During the virtual presentations, Sharp emphasized the importance of customer service and responding to service calls within a timely manner and as the current vendor, they have met this expectation over the previous 5 years. Sharp also demonstrated user- friendly machines with forward thinking technology and now has the ability to replace the majority of our color HP smaller MFP's with more cost effective Sharp models. The ability to implement technology that will withstand a five-year lease agreement was a key factor in the decision process. Ultimately, Sharp Business Systems proposed a solution for the City that not only resulted in the lowest cost with ease of transition, but also exceeded in technology, customer service, software solution, and scanning advances. Sharp Business Systems has been an outstanding vendor for the previous 5 years and now brings forward a solution to upgrade technology while reducing costs. In addition, the contract has no minimum usage requirements which allows for flexibility as staff continues to transition from remote work to in office flexibility. All these factors were encouraging for staff to move forward with the recommendation to the City Council. Overall, staff anticipates a smooth transition in implementing the new machines and is looking forward to working with Sharp Business Systems in this transition. DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Agenda Report- Managed Print Services February 1 , 2022 Page 3 of 3 DocuSigned by: DocuSigned by: � s0TJarA4E1.. %a NP41YIAgbda Deputy Director - City Clerk Administrative Services Finance Department Attachments: 1 . RFP 2. Bidder Scoring 3. Statement of Work (SOW) & Service Level Agreement DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B ATTACHMENT 1 REQUEST FOR PROPOSAL Managed Print Services 2022 17 _ 0fife r /VEr ISSUED BY ECO OFFICE WERKS, LLC ON BEHALF OF: CITY OF TUSTIN CITY CLERK AND FINANCE DIVISION 300 CENTENNIAL WAY TusTIN, CA 92780 PROPOSAL DUE NOVEMBER 12, 2021, BEFORE 2:00 PM PDT Contacts for this Solicitation: Carrie Woodward CWoodward@TustinCA.org Brenda Merrill Brenda.Merrill@ecoOfficeWerks.com DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Request for Proposals Table of Contents RFP Sections 1. Introduction/Purpose 2. Schedule of Events 3. Background 4. Prerequisites 5. Scope of Services 6. General Terms and Conditions 7. Inquiries 8. Completion of Proposal 9. Delivery/Submission of Proposals(ProcureNow Bidding Site) 10. Alternative Proposals 11. Proposal Format and Content 12. Examination of RFP and Device Location Geography 13. Addenda 14. Evaluation of Proposals Exhibit A-Managed Print Statement of Work(SOW) Exhibit B—Device Pricing Template � g eQOfjSce City of Tustin 1Pae 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B 1. Introduction/Purpose The City of Tustin (CITY) is seeking proposals for Managed Print Services(MPS)to implement a single vendor contract with the ultimate goal to consolidate vendors,services,and technology for approximately 126 owned and leased Multi-Function Devices(MFDs)and desktop printers/mfp's at various CITY locations. CITY may optionally select more than one firm to perform the services. 2. Schedule of Events It is the goal of the City to select and retain a Vendor by December of 2021 with Implementation in January of 2022. In preparation for that action,the following tentative schedule of events has been prepared: Event Date Time Request for Proposal Released 10/28/2021 N/A Vendor Questions Due 11/03/2021 Before 2:OOpm PDT Responses to Questions Released 11/05/2021 N/A Proposals Due 11/12/2021 Before 2:OOpm PDT Finalist/s Interviews-Presentation via web-conference Week of 11/29/2021 To be determined Notification of Tentative Selection December of 2021 N/A Selected vendor Contract Review and Negotiation December of 2021 N/A City Council Contract Review and Award December of 2021 N/A Implementation Begins January of 2022 N/A CITY reserves the right to amend,withdraw and cancel this RFP. CITY reserves the right to request or obtain additional information about any and all submittals before making an award. CITY also reserves the right to seek clarification from any Proposer about any statement in its proposal that City of Tustin finds ambiguous. 3. Background The City of Tustin has contracted with the Managed Print consulting firm,Eco Office Werks who has worked alongside the City Clerk and Finance Department to conduct an extensive assessment of City of Tustin's current printing technology, processes, existing leases, service contracts,and identified requirements for future printing needs.The recommendations from this analysis were used as the basis for this RFP to improve processes and reduce costs by implementing a strategic Managed Print Services program organization wide. The consultant firm will also be assisting with facilitating the RFP, vendor selection and resulting implementation plan. Details of the findings and recommendations assessment are part of this RFP. 4. Prerequisites Proposals will only be considered from Companies that meet the following prerequisites: • Have experience under a legally registered business name, in providing services of a similar type and scope as described in the Scope of Services("Services")(Exhibit"A"). Have not filed for bankruptcy under any business name over the past five(5)years. 5. Scope of Services City of Tustin(CITY)is seeking proposals for Managed Print Services(MPS)to implement a single vendor contract with the ultimate goal to contract for services and technology for approximately 126 owned and leased Multi-Function Devices(MFDs)and desktop printers/mfp at various CITY locations. CITY may optionally select more than one firm to eQOfjSce City of Tustin 2 1 P a g e 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B perform the services. The selected Company shall provide the services required in Exhibit A, Statement of Work, attached hereto and incorporated herein. Organization MPS Goals CITY anticipates,on average,a 30%+cost savings to the organization by implementing the MPS Change Management Plan. The goal of this project is to put in place a Managed Print Service Vendor who will work alongside the consultant team (Eco Office Werks, LLC) to implement the change management plan and deploy state of the art print technologies while reducing the environmental impact of printing organization wide. MPS RFP Requirements The selected Vendor shall: a) Provide fixed pricing for hardware,software,and related services on a 5-year master agreement and ensure all orders of equipment stay within the new contact pricing,service level agreements and terms. b) City of Tustin will not accept pricing or terms that require a piggyback of another entity negotiated contact. If vendor elects to use GPO pricing or other piggyback contracts, the terms outlined in this RFP and SOW will override and be primary. All pricing&terms must be customized and approved directly with City of Tustin for the resulting master agreement. C) Provide pricing for eight (8) MFD standard Device Type configurations and three (3) desktop printer/MFP models and one(1) Production devices that include a discounted cash price and optional lease for sixty(60) months fair market value(FMV)option. d) The City of Tustin will also be accepting proposals for an independent third-party master lease option. If this option is implemented,the Vendor agrees to accept purchase orders based on quoted cash prices from City of Tustin's approved IT Asset Lease Vendor. e) Provide a cost per page per device/category pricing model for all service,supplies,toner,and staples for all contracted devices on a pure usage-based model billed in arrears. Estimating of meter usage will not be allowed. No base or minimum allowance charges will be accepted. f) Work alongside the contracted consultant team to assist in implementing the change management plan based on current contract termination dates and department/community needs. g) CITY does not guarantee a minimum or maximum quantity of installations. CITY shall pay only for devices actually ordered by City of Tustin and delivered, installed,and made fully operational by the Vendor. h) Demonstrated Customer Service and Support capabilities and a quantifiable history of superior customer service are key factors for CITY users and will play a significant role in award of the contract. I) Be responsible for configuration on City of Tustin's network at the time of new deployment and for firmware upgrades that might cause settings to be lost(with permission/assistance from IT)to ensure the MFDs can print from all applications,scan to email,scan to fax,scan to network,scan to PC,etc. j) Agree to all the terms,conditions,and processes outlined in Exhibit A—Managed Print Services Statement of Work and any other stated requirements in the RFP,and any other agreed upon terms. The RFP Exhibit A-Statement of Work, Exhibit B— Device Pricing and the Vendors Proposal Response will become part of the binding executed contract between the contractor and City of Tustin. eQOfjSce City of Tustin 3 1 P a g e 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Remove Old and Install New Equipment: Installation services shall be coordinated with the IT Department and include delivery,setup,and integration of the devices with CITY's Local Area Network(LAN), including CITY's hardware and software infrastructure. a) Installation services shall also include any and all equipment, materials, and supplies necessary to provide the services including all labor, materials,delivery,assembly,and installation,as applicable. b) The Vendor's installation shall include configuration on each unit and equipment shall be made fully operational by Vendor including all copying, duplexing, sorting, stapling, scanning - to email, to fax, to network,to PC,etc.—and printing functions. C) Upon request,the Vendor shall also remove the existing MFD being replaced and ship the device to current vendor lease return location. Storage of current devices for a short period of time may be required for the full coordination of the lease return process. CITY will obtain all approvals needed to move and store the equipment from the current vendor prior to this service being requested. This service shall be included at no additional cost. d) When removing or swapping contractor installed units, contractor shall coordinate with IT to certify the security wipe of the existing hard drive,as well as ensure it has occurred prior to lease device being returned or disposed at contract end. This service shall be included at no additional cost. Training: Vendor shall provide training to all appropriate CITY staff to ensure a seamless implementation of equipment and systems during the installation process and after the systems have been initiated,tested,and proven fully operational. a) Such training shall be of sufficient depth and scope to allow a complete understanding of the proper operations and use of the machine to include how to use the scan,copy,print and fax capabilities. b) An overview of the device control panel and printer drivers. Demonstration of replacing toner, staples, paper and removing paper jams. C) When requested,Vendor shall conduct all training sessions onsite at City of Tustin's premises with its own personnel or with outside factory-authorized sources; however, in each case the trainer must possess sufficient skill and knowledge to achieve the desired level of training in a timely and competent manner. d) Vendor shall also provide all necessary training materials via a customized web-link e) Vendor shall provide extensive training to specified CITY staff related to proper operation of the departmental copiers, including proper use of all copy,print,and scan features. f) For locations with 10 or more devices, Vendor shall provide periodic training (not less than two (2) classes/one(1)training per day)per calendar month to accommodate new end-users,as well as to provide refresher training for general users. g) Training shall be provided at no additional cost. Customer Service/Support: CITY is seeking a single Managed Print Services provider with experience in managing major account business. CITY's preference is a Vendor with internal non-sales support project management staff dedicated to managing the customer relationship alongside the Sales team. This person shall be experienced in supporting similar national account business and provides the following customer support responsibilities: a) Directly responsible for the fulfillment of all SOW commitments with City of Tustin. Work to create and implement specific operations practices including: b) Continually monitor existing service levels and compliance to SOW terms. C) Provide interface between end-users, technical support, and resources to improve/maintain customer satisfaction. d) Follow-through on mission critical activities identified by City of Tustin. eQOfjSce City of Tustin 4 1 P a g e 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B MPS Hardware Specification The types of document output hardware provided in the below Scope of Services Table 2 are expected to be part of the agreement. The average monthly usage reflected in the pricing table is based on 2021 device usage stats. Scope of Services/Table 1 See Exhibit B—Device Pricing Template DeviceCurrent Mo. Current Mo. 09 New Volume Category#1 BW Not in Scope for >75+PPM High Volume MFP with Booklet Finsiher,Hole Punch, MFP 0 Implementation. 0 0 Staple,Fax Kit,Scan with minimum of 6,000 Sheet Paper Capacity from Pricing Optional 5 Sources. Up to 11X17 Paper Size >75+PPM High Volume MFP with Booklet Finsiher,Hole Punch, j Production Print Shop 7,744 20,865 Staple,GBC Punch,Graphics RIP. Minimum of 6,000 Sheet Paper Capacity from 5 Sources. Up to 12X18 Paper Size Category#3 BW Not in Scope for >60+PPM Mid-Volume Office BW MFP with Finsiher,Hole Punch, MFP 0 Implementation. 0 0 Staple,Fax Kit,Scan with minimum of 3,000 Sheet Paper Capacity from Pricing Optional 4 Sources. Up to 11X17 Paper Size For Area's Doing 7K to >60+PPM Mid-Volume Office Color MFP with Finsiher,Hole Punch, 7 20K Per Month 20,625 42,123 Staple,Fax Kit,Scan with minimum of 3,000 Sheet Paper Capacity from Combined BW&Color 4 Sources. Up to 11X17 Paper Size Category#5 BW Not in Scope for >50+PPM Low Volume Office BW MFP with Finsiher,Hole Punch, MFP 0 Implementation. 0 0 Staple,Fax Kit,Scan with minimum of 2,000 Sheet Paper Capacity from Pricing Optional 4 Sources. Up to 11X17 Paper Size For Area's Doing less >50+PPM Low Volume Office Color MFP with Finsiher,Hole Punch, 8 than 7k Per Month 4,681 11,773 Staple,Fax Kit,Scan with minimum of 2,000 Sheet Paper Capacity from Combined BW&Color 4 Sources. Up to 11X17 Paper Size Category#7 BW Not in Scope for >40 PPM Office BW A4 MFP with Fax,Internal Staple,LAN&Wireless 0 Implementation. 0 0 Printing,Scanning with 2 X 500 sheet paper tray and optional floor Personal Printer Pricing Optional stand Color Workgroup >40 PPM Office Color A4 MFP with Fax,Internal Staple,LAN& 8 Printer/MFP Not 21,459 10,485 Wireless Printing,Scanning with optional 2 X 500 sheet paper tray and • ' Requiring 11 X 17 optional floor stand Category#9 High BW Desktop Volume BW 0 Workgroup Printer Not Q 0 >40+PPM Office BW A4 Workgroup Printer with full 500 sheet paper tray.Optional 2nd 500 Sheet tray and Envelope Feeder Desktop Printer Requiring 11 X 17 Color Desktop >30 PPM Office Color A4 MFP with Fax,LAN&Wireless Printing, . . /• .. 1 Printer/MFP Not 547 1,898 Requiring 11 X 17 Scanning. Minimum of 1 X 250 Sheet paper tray. Category#11 BW Desktop Personal >Personal BW Desktop Laser Printer with 1 X 250 Sheet Paper Personal BW 0 Printer, Small 0 0 Desktop Printer foortprint Tray. See Category#12 96 Sheet for full owned 18,131 8,922 See Category#12 Sheet for full owned printer listing and per printer listing and device Cost Per Page bid sheet. er device Cost Per III IIII�Iiiqi eQOfjSce City of Tustin 51Page 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Historical Usage Trends/Table 2 Although the pricing template calculates based on 2021 average usage stats, it is expected that usage trends will increase to 2019 levels during the term of this contract. eOff�ce I C A L I F 0 R N I A Summary by Department-2019 v 2021 Usage Trends '3Uerkr BW Usage Decline> -45.82% Color Usage Decline> -34.52% Grand Totals 121 131,345 71,428 (60,178) 145,647 95,728 (50,283) Countof Sum of 2019 Sum of 2021 Sum of BW Sumof2019 Sumof2021 Sum of Color D- DeviceNumber Average Average Usage Usage -01. City Clerk HP CLJM254DW 1 0 0 0 0 0 0 HP CLJM577C 1 21 171 150 35 884 849 HP LJM402DN 2 462 40 (422) 0 0 0 HP LJM604DN 1 467 440 (26) 0 0 0 Sharp MX750ON 1 1 17,166 7,744 (9,422) 52,184 20,865 (31,319) 01. City Clerk Total 6 18,115 8,396 52,219 21,749 -02. Community Development HP LJM401DN 1 581 299 (281) 0 0 0 HP LJM402DN 6 1,449 379 (1,071) 0 0 0 HP LJM604DN 1 426 693 267 0 0 0 Sharp MX507ON 2 9,629 1,878 (7,751) 11,798 6,920 (4,879) 02. Community Developmen 10 12,085 3,249 11,798 6,920 -03. Economic Development HP CLJM577C 1 29 0 (29) 24 0 (24) HP LJM402DN 3 168 36 (132) 0 0 0 Sharp MX507ON 1 785 337 (447) 1,172 245 (926) Development03. Economic-04. Finance HP CLJM452DN 1 226 316 90 1,229 369 (860) HP CLJM577C 2 4,743 3,461 (1,283) 3,526 3,704 178 HP LJM402DN 4 2,819 272 (2,546) 0 0 0 HP LJM601N 1 6,984 431 (6,554) 0 0 0 Sharp MX607ON 1 6,889 6,981 92 12,425 8,580 (3,845) 04. Finance Total 9 21,661 11,461 :0 12,653 -05. Human Resources HP LJM402DN 3 818 3 (814) 0 0 0 Sharp MX607ON 1 5,536 357 (5,179) 11,005 2,576 (8,428) 05. Human Resources Total 4 6,354 360 11,005 -06. Parks&Recreation HP CLJM452DN 1 107 61 (46) 195 424 229 HP CLJM477FDN 1 82 298 215 239 161 (78) HP CLJM577C 6 6,013 2,175 (3,974) 3,263 1,676 (1,708) HP LJM402DN 7 977 2,204 1,227 0 0 0 HP LJM604DN 2 75 32 (43) 0 0 0 Sharp MX507ON 1 1,926 460 (1,466) 3,495 1,697 (1,798) Sharp MX607ON 1 4,554 1,402 (3,151) 2,069 1,837 (232) Sharp MXC407F 1 0 81 0 0 242 0 W1A53A#BGJ 1 0 43 0 0 0 0 HP M479fdn 1 0 0 0 0 0 0 HPM577 1 0 0 0 0 0 0 06. Parks&Recreation Total 23 13,734 6,757 9,260 6,037 �Q 6Page OfjSce City of Tustin 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B -07. Police HP CLJM452DN 2 2,760 5,249 2,488 1,095 2,355 1,259 HP CLJM577C 12 20,609 16,668 (3,941) 8,375 10,551 2,176 HP LJM401DN 1 0 0 0 0 0 0 HP LJM401N 2 81 63 (18) 0 0 0 HP LJM402DN 17 2,653 2,332 (321) 0 0 0 HP LJM604DN 3 834 1,127 293 0 0 0 Sharp MX507ON 1 380 296 (84) 38 147 110 Sharp MX6240N 2 18,232 10,065 (8,167) 16,431 19,759 3,329 07. PoliceTotal 40 45,550 :00 25,939 32,812 6,873 -08. Public Works HP CLJM452DN 1 28 51 23 92 74 (18) HP CLJM577C 2 340 374 34 470 514 45 HP LJM401DN 1 72 0 (72) 0 0 0 HP LJM402DN 6 1,943 227 (1,716) 0 0 0 HP LJM451DN 1 275 0 (275) 622 0 (622) HP LJM604DN 2 1,445 811 (634) 0 0 0 Sharp MX407ON 1 922 0 (922) 1,604 0 (1,604) Sharp MX507ON 1 1,371 1,621 250 797 1,997 1,200 Sharp MX607ON 1 2,437 1,398 (1,039) 2,782 2,133 (649) HP LJM404DN 1 0 0 0 0 0 0 08. Public Works Total 17 8,833 4,482 6,367 4,718 -09. City Manager HP LJM402DN 4 210 25 (185) 0 0 0 HP LJM451DN 1 196 15 (181) 369 13 (356) Sharp MX507ON 1 1,154 88 (1,066) 1,514 766 (747) Sharp MX607ON 1 2,471 422 (2,049) 8,800 7,238 (1,563) 09. City ManagerTotal 7 4,031 550 10,683 8,017 Grand Total 121 131,345 71,428 (60,178) 145,647 95,728 (50,283) 6. General Terms and Conditions The successful company will be required to execute a City of Tustin Professional Services Agreement (Technology Services) ("Agreement"). The successful company must meet all insurance requirements in the Agreement. 7. Inquiries If prior to the date fixed for submission of Proposals, a prospective Company discovers any ambiguity, conflict, discrepancy, omission or other errors in this RFP or any of its appendices or exhibits,the Company shall immediately notify City of Tustin of such error in writing and request modification or clarification of the document. Modifications shall be made by written Addenda to the RFP. 8. Completion of Proposal Proposals shall be completed in all respects as required by this RFP. A proposal may be rejected if conditional or incomplete, or if it contains any alterations or other irregularities of any kind and will be rejected if any such defect or irregularity can materially affect the quality of the proposal. Proposals which contain false or misleading statements may be rejected. If, in the opinion of City of Tustin's Selection Committee, such information was intended to mislead City of Tustin in its evaluation of the proposal, and the attribute, condition,or capability is a requirement of this RFP, the proposal will be rejected. Statements made by a Company shall also be without ambiguity, and with adequate elaboration,where necessary,for clear understanding. The Vendor, in responding to this RFP, must submit Proposals in the format identified in this RFP. The Proposal must address all requirements of the RFP even if a "no response"is appropriate. �Q 7 � Page OfjSce City of Tustin 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Costs for developing Proposals are entirely the responsibility of the Vendor and shall not be chargeable to City of Tustin. CITY shall not be liable for any costs incurred in response to this RFP, including but not limited to, costs for any interviews, presentations, or other follow-up information necessary as part of the selection process. All costs shall be borne by the Vendor responding to this RFP. The Vendor responding to this RFP shall hold City of Tustin harmless from any liability,claim,and expense whatsoever incurred by or on behalf of the Vendor. 9. Delivery/Submission of Proposals Proposal Due Date/Time: 11/12/2021 BEFORE 2:OOpm PDT The City of Tustin has partnered with ProcureNow a fully automated web-based electronic bidding and vendor management system. To get started, please click here, to register for an account. You may also subscribe to receive our bid notifications by navigating here and clicking the green "Subscribe" button. Proposal shall be submitted in form and manner outlined in Section 11. Proposal Format and Content. Proposals documents shall submitted using the City on-line vendor portal. CITY reserves the right to reject any and all proposals and to waive information and minor irregularities in any proposal received. Acceptance of Terms and Conditions - Submission of a proposal pursuant to this RFP shall constitute acknowledgment and acceptance of all terms and conditions hereinafter set forth in this RFP. The time and date are fixed, and extensions will not be granted unless specifically stated by City of Tustin in an addendum to this RFP. Proposals not received before the proposal due date and time will not be accepted. 10. Alternative Proposals Only one proposal is to be submitted by each Company for this RFP. Multiple simultaneous proposals will result in rejection of all Proposals submitted by Company. A Company may, prior to the proposal due date and time, withdraw a proposal and submit a new proposal,so long as the new proposal is submitted before the proposal due date and time. 11. Proposal Format and Content Proposals should be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Responses should emphasize the Company's demonstrated capability to perform work of this type. Emphasis should be concentrated on completeness and clarity of content. Proposals shall adhere to the following format for organization and content. Proposals must be typed and arranged/divided in the following sequence to facilitate evaluation: a) Cover Letter b) Statement of Understanding and Approach C) Company Information d) Company Personnel e) Experience and References f) Evidence of Insurance g) Spec Sheet/Brochure for each Device Category h) Completed Excel Exhibit B—Pricing Template � eQOfjSce City of Tustin 8Page 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B a) Cover Letter The cover letter shall include a brief general statement of intent to perform the services and confirm that all elements of the RFP and Exhibit A—Statement of Work have been reviewed and understood.The letter shall include a brief summary of Company's qualifications and Company's willingness to enter into a contract under the terms and conditions prescribed by this RFP.This section shall also include the key contact(s)for the RFP coordination and their contact information. b) Statement of Understanding and Approach This section shall demonstrate an understanding of the projected organization wide Managed Print Services. It shall describe the general approach, organization, and staffing required for the Services requested. Production Print recommendations. Please include a detailed overview of your Proposed Category#2 Color Production Print technology and value proposition. Please ensure your proposed device meets all minimum specs of the current device in place and a smaller footprint where possible. Current Production Device Spec: SHARP MX-7500 Multifunction Color Printer, (Copy, Print, Scan, Fax), 75 ppm B&W/Color, B&W 1200 x 1200 dpi, Color 600 x 600 dpi, 15.4" (diagonally measured) color dot matrix high-resolution touch panel tilting display 1280x800 dots (WXGA), 5GB RAM, ITB HDD, RJ-45 Ethernet (10/100/1000Base-T), USB 2.0(2 Host ports,front and rear), USB 2.0(1 device port),AC 208-240 VAC,60 Hz, 20 Amps. Add-on: Fiery Color Print Server, Plockmatic Finisher and Folding Unit, GBC Punch Unit, Finisher, Post Sheet Inserter, Full Bleed and Inline Trimmer. C) Company Information This section shall include contact person information, address and telephone number of the company main office and branch offices. Each Company shall identify itself as to the type of organizational entity (corporation, sole proprietorship, partnership, joint venture, etc.). Any supplemental information that Company believes may be pertinent to the selection process may be provided. d) Company Personnel This section shall contain names, contact numbers and description of experience, including licenses and/or certifications,of all key personnel who would be assigned to perform the Services. Members of the Company's professional team (managers, contact person, etc.) should be identified by name and title and should include contact phone numbers. Include also major subcontractors (if any) and their degree of involvement in this program. If the Company is including any subcontractors, the Company shall identify how long the Company has worked with the subcontractor. e) Experience and References Company shall provide at least three (3) references of clients for whom services have been performed that are comparable in quality and scope to that specified in this RFP.The references shall include names, addresses, and telephone numbers of the clients for whom prior work was performed and include an explanation of the services provided. eQOfjSce City of Tustin 9 1 P a g e 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B f) Evidence of Insurance Company shall acknowledge the acceptance of the City minimum requirements for CGL as follows. Commercial General Liability(CGL)Insurance Certificate Requirements: Contractor shall maintain in full force and effect during the term of their contract,a policy of commercial general liability insurance with a limit of at least$1,000,000 per occurrence. o Certificate Holder shall read: City of Tustin,300 Centennial Way,Tustin, CA 92780. o CGL shall be primary as respects to the City and any other insurance maintained by the City shall be in excess of this insurance and not contribute to it. o Carrier has a current A.M. Best's rating of no less than A:VII and authorized to do business in the State of California. Two Required Endorsements: (CGL Policy number shall be listed on each endorsement) 1. Additional Insured Endorsement Naming"The City of Tustin, Its Elective&Appointive Boards, Officers,Agents and Employees"as an additional insured 2. Primary and Non-Contributory Endorsement CGL shall be primary as respects to the City and any other insurance maintained by the City shall be in excess of this insurance and not contribute to it g) Spec Sheet/Brochure for each Device Category Vendor shall include a PDF Spec sheet with their submittal. h) Pricing Vendor shall complete(Exhibit B—Device PricingTemplate.xlsx)in the attached excel document. Vendor shall include in the Exhibit B Template, any information/pricing on additional optional accessories that may be a value to the solution but not a requirement in the standard configuration. Vendor shall include BW and Color usage cost per page for each device type sheet and the NEMA plug requirement for each. All Device Category pricing sheets in Exhibit B list an overview of the required minimum specifications and feature that shall be included in the standard device category configuration. Instructions for Completing Exhibit B—Device Pricing Template Sheet 1:(Vendor Info Sheet) Complete this Vendor Information Sheet which will populate your Company Name onto each of the following pricing sheets templates. Sheet #2 (Exhibit B -Total Cost Summary) is a detailed Cost Projection that will auto-populate with the expected device quantity and projected volumes. The Summary Sheet links to the Vendor Pricing filled in for each of the Category #1 to #12 Device Type MFP's allowing for both a BW and Color machine option for future consideration. Sheet#3 to #9 are the (Device Category#1 to #11 plus Category#12 Existing Printer Fleet) pricing input templates. Vendor shall input their proposed discounted pricing for each Device Category with a standard configuration that meets the minimum device specifications outlined in column L of each price sheet. Vendor shall input their device pricing information in appropriate fields to include the Make, Model, MSRP, Discounted Cash Price, optional 60 Mo. FMV lease payment along with the Per Page cost for both BW and Color Usage. Each sheet will auto calculate the total MSRP and Cash Price for the Standard Configuration eQOfjSce City of Tustin 101Page 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B and will link those bid prices to (Exhibit B - Total Cost Summary) sheet for projected total quantity calculations. Quantity and monthly usage projections are based on actual current fleet stats and are not guaranteed. Each device category sheet lists a BW only Configuration followed by a Color Device Configuration price template. Vendor shall input any optional accessories/software solutions for each device that may be a value to the company but not required in the standard configuration specifications. Additional accessories/software not included in the initial RFP pricing template may not be part of the department/community optional order process for future needs. 12. Addenda Unless otherwise specified, any addenda issued during the time of bidding must be acknowledged in proposal cover letter 13. Evaluation of Proposal All proposals shall be firm offers and may not be withdrawn for a period of one hundred twenty (120) days following the deadline date for submission of proposals noted herein. Submitted Proposals may be withdrawn at any time prior to the submission deadline. Evaluation of Proposals CITY reserves the right to amend,withdraw, and cancel this RFP. CITY also reserves the right to reject all responses to this RFP at any time prior to agreement execution. Furthermore, City of Tustin reserves the right to request additional information about any and all Proposals that in CITY's opinion is necessary to assure that the Company's competence, number of qualified employees, business organization, experience, and financial resources are adequate to perform the Services. All Proposals will be reviewed to verify that the Vendor has met the minimum requirements as stated in this RFP. Proposals that have not followed the rules, do not meet minimum content and quality standards, and/or do not provide references will be rejected as non-responsive. Proposals shall be consistently evaluated based upon the following criteria and scored in accordance with the Proposal Evaluation Table 3(below): • Demonstrated competence; • Experience in performance of comparable engagements; • Financial stability; • Conformance with the terms of this RFP;and • Reasonableness of cost. Optional Vendor Interviews/Web Conference will be tentatively scheduled during the week of 11/29/2021. Interviews/presentations will be conducted by the same members on the proposal evaluation panel. Dates and times will be coordinated at that time after the evaluation of responsive proposals is complete, and the highest scoring Vendors are determined. Candidates who have submitted the highest scoring proposals within a competitive range as determined by City of Tustin will be invited to participate in the interview/presentation process. The selected Vendor shall then enter into exclusive negotiations with City of Tustin to formalize the Master Contract and Financing options. If City of Tustin is unable to obtain a fair and reasonable price or cannot reach agreement regarding the terms for the Scope of Services, then City of Tustin will end negotiations with that Vendor and begin negotiations with the next Vendor which best meets the needs of City of Tustin,and so on until a CITY and the Vendor reach agreement. CITY intends to select the Vendor that offers the best value to City of Tustin based on the criteria outlined in the RFP. eQOfjSce City of Tustin 111 Page 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Proposal Evaluation Table 3 Detailed Proposer Scoring Process/MPS Proposal Scoring Template Category#1 Technical Scoring Effectiveness of Management Plan and Understanding of the Work. Total of 00 Possible Points with 30%Scoring Weight Completeness of Proposal and ability to communicate the Value Proposition to this specific project. Max 50 Points Technical Scoring of MFD device specifications and Technology Solutions Value to City of Tustin Project. Max 30 Points Acceptance of Contract Terms & Conditions of the SOW. Max 20 Points Vendor'sCategory#2 Skills&Experience Scoring Degree of the 00 Possible Points with 30%Scoring Weight Strategic Narrative on Managing Copier/Printer Fleet Replacement and Change Management Plan. Max 30 Points Vendor References and Case Study Narrative for similar implementations and success. Max 30 Points Value of Finalist(s) Presentation and Technology Discussions. Max 40 Points Vendor'sCategory#3 Cost Scoring Total Overall S-Year Cost of 00 Possible Points with 0• Scoring Weight Proposer Calculated 5 Year Change Management Plan Cost Projection: as calculated in Exhibit B—Total Cost Summary. Max 40 Points Total Equipment Cash Price for 1,965 estimated Devices replacements as calculated in Exhibit B—Total Cost Summary. Max 40 Points Proposer's credit approved Master Lease financing options and terms. Max 20 Points CITY intends to select the Company that offers the best value to City of Tustin based on the criteria outlined above. eQOfjSce City of Tustin 12 1 Page 2021 Managed Print RFP DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B XHIBIT A Managed Print Statement of Work(SOW) See PDF Attachment Provided EXHIBIT E Device Pricing Template (Complete Attached Excel File and Submit with Proposal) DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B /Ai i/AL.nivirNT2 City of Tustin Managed Print Service 2022 RFP Final RFP Proposal Scoring - Finalist Selection Category#1 Technical Scoring Sharp SBS C3 Tech IF M RC Xerox Century Circle MSP Effectiveness of Management Plan and Understanding ofthe Work.Total of 100 28.8 29.5 1 27.9 26.4 24 Possible Points with 30%Scoring Weight Max 50 Points: Completeness of Proposal and ability to communicate the Value 48 45 48 48 48 40 Proposition to this specific project. Max 30 Points:Technical Scoring of MFD device specifications and Technology 28 20 29 25 20 20 Solutions Value to City of Tustin Project. Max 20 Points:Acceptance of Contract Terms&Conditions of the SOW. 20 20 20 20 20 20 Category#2 Skills&Experience Scoring Sharp SBS C3 Tech CBE MRC Xerox Century Circle MSP .- 00 Possible 18 17.7 18 18 17.4 15.9 Points with 30%Scoring Weight Max 30 Points: Strategic Narrative on Managing Copier/Printer Fleet Replacement 30 29 30 30 28 28 and Change Management Plan. Max 30 points: Vendor References and Case Study Narrative for similar 30 30 30 30 30 25 implementations and success. Max 40 Points:Value of Finalist(s)Presentation and Technology Discussions. Max 40 Points Category#3 Cost Scoring Sharp SBS C3 Tech CBE MRCXerox: Century Circle MSP Total• i0 Possible Points with 40%Scoring Weight 38.4 34.4 37.2 33.6 24 i Total 5 Year Proposal Cost Linked to Exhbit B $473,381 $473,918 $501,160 $514,923 $606,595 $395,252 Max40 Points: Proposer Calculated 5 Year Change Management Plan Cost 40 38 36 34 25 NA Projection:as calculated in Exhibit B—Total Cost Summary. Total Equipment Cash Price Linked to Exhibt B $161,775 $144,763 $153,642 $146,200 $335,409 $169,803 Max 40 Points:Total Equipment Cash Price for 25 estimated Devices replacements 36 38 37 40 25 NA as calculated in Exhibit B—Total Cost Summary. Max 20 Points: Proposer's credit approved Master Lease financing options and 20 10 20 10 10 NA VendorVendors Sharp SBS C3 Tech CBE MRC Xerox Century Circle MSP Total Final RFP Scoring for Finalist Ranking(CBE and Sharp SBS are Finalists) 1 1 4 1 2 1 3 1 -5 6 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B City of Tustin Managed Print Service 2022 RFP Finalist RFP Proposal Scoring Category#1 Technical Scoring Example Max Score Sharp SBS Effectiveness of Management Plan and Understanding of the Work.Total of 00 Possible Points with 30 28.8 30%Scoring Weight Max 50 Points: Completeness of Proposal and ability to communicate the Value Proposition to this 50 48 48 specific project. Max 30 Points: Technical Scoring of MFD device specifications and Technology Solutions Value to City of 30 28 29 Tustin Project. Max 20 Points: Acceptance of Contract Terms&Conditions of the SOW. 20 20 20 Category#2 Skills&Experience Scoring Example Max Score Sharp SBS CBE A D• 00 Possible Points with 30% 30 29.4 27.6-1. Scoring Weight Max 30 Points: Strategic Narrative on Managing Copier/Printer Fleet Replacement and Change 30 30 30 Management Plan. Max 30 points: Vendor References and Case Study Narrative for similar implementations and success. 30 30 30 Max 40 Points: Value of Finalist(s)Presentation and Technology Discussions. Max 40 Points 40 38 32 Category#3 Cost Scoring Example Max Score Sharp SBS CBE Total • 00 Possible Points with 40%Scoring Weight 40 38.4 Total 5 Year Proposal Cost Linked to Exhbit B $0.00 $473,381 $501,160 Max 40 Points: Proposer Calculated 5 Year Change Management Plan Cost Projection:as calculated in 40 40 36 Exhibit B—Total Cost Summary. Total Equipment Cash Price Linked to Exhibt B $0 $161,775 $153,642 Max 40 Points: Total Equipment Cash Price for 25 estimated Devices replacements as calculated in 40 36 37 Exhibit B—Total Cost Summary. Max 20 Points: Proposer's credit approved Master Lease financing options and terms. 20 20 20 TotalVendors Example Max Score Sharp SBS CBE .• . Score 100 96.6 93.9 Final RFP Score Ranking including Finalist Presentations 1 2 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B CHMENT 3 Exhibit A. Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement City of Tustin MANAGED PRINT SERVICES 2022 STATEMENT OF WORK (SOW) Service Level Agreement THIS MANAGED PRINT SERVICES AGREEMENT (this "Agreement") is made and entered into as of January , 2022. (the "Effective Date"), by and between the City of Tustin ("CITY"), and Sharp Business Systems, ("Contractor"). City and Contractor may be identified herein singularly as a Party" and collectively as "Parties." 1. Managed Print Services Requirements 1.1 Supporting Document, In support of the awarded solution, and to ensure the Contractor meets all of City requirements, City will use a series of consultants' change management plan documents to define procedures for each operations area. These documents (based on existing policies and procedures) will be collected into an Implementation &Change Management Plan summary and will be jointly finalized by City and the Contractor. 1.2 Business Capabilities Contractor shall provide the following business capability requirements: Products A. Multi-Function Device (MFD) and Desktop Printing Hardware a. Contractor shall provide equipment to meet Cities business requirements for printing, copying, scanning, and faxing. b. Contractor shall provide maintenance and repair for device placements projected in in (Exhibit B — Device Pricing Template). B. Supplies and Consumables a. Contractor shall supply all consumables required for image creation including toner cartridges, developer, waste toner bottles, staples, and maintenance kits for all new device installations. b. Contractor shall have a consumables ordering and management process approved by City. c. All supplies must be OEM or CITY pre-approved compatible cartridges. If City is not satisfied with any compatible cartridge performance, the Contractor shall replace the cartridge and going forward, only supply OEM cartridges for that device at no additional charge. C. Software City of Tustin Managed Print Services/Sharp SBS Agreement Page 1 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement a. In addition to dispatching technicians on-site, Contractor shall remotely monitor and support the equipment to ensure timely and accurate resolution of problems. b. City will install Contractor provided or Manufacturer Designated Device Monitoring Software that will automatically gather and send Meter Readings to Contractor Billing Department on a Pre-Scheduled Basis. c. Contractor shall supply and support software for scanning, usage tracking, and fleet monitoring. d. Print Management Software shall have the ability for client log in with access to reports and features. Administration A. Asset Management / Meter Usage Readings Software a. The Contractor shall be solely responsible for obtaining and furnishing meter counts for all equipment on a monthly or quarterly basis. Meter counts shall be accomplished without staff intervention or inconvenience and at no additional cost to City. b. Estimating of Meters is not allowed. c. For non-networked small personal printers, City may accept a per device flat rate that covers all toner and support without the need for meter readings. d. City desires an on-line tool that allows for bi-directional data sharing of device location updates, location contact information and IMACD changes. B. Billing a. Billing must allow for customizable fields per device for department codes, contact person, contact number, device location address and other criteria. The usage report submitted for billing must match with the monthly invoice. b. Each department shall receive a summary invoice for all departmental costs on a monthly basis. Method of delivery shall be determined with the Contractor. c. Estimating of meter usage for billing will not be allowed. d. All usage charges are to be billed in arrears and no base allowance or volume guarantee shall be included in any department order. e. On a Quarterly basis, an organization wide billing and usage report shall be generated to reflect each department/community total devices, lease and/or usage charges for the previous quarter. The report shall sub-total each division with the organization wide roll-up of total costs. C. Asset Management a. Contractor shall update City project team whenever an Install, Move, Add, Change, Decommissioning request is completed, (M.A.C.D). b. Contractor shall provide certification for the wipe of hard drives or take other appropriate action prior to Move,Add, Change, or Decommissioning of Contractor installed equipment. c. Contractor shall contact the IT Department to schedule the install or removal of any MFD or Printer and work within the approved security protocols. d. The Contractor shall provide the ability to view invoices on-line via a secure customer portal City of Tustin Managed Print Services/Sharp SBS Agreement Page 2 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement at no additional cost to City. e. The Contractor shall provide an asset Management Portal that allows City to see device inventory real time. Services A. Cost Savings Plan a. City anticipates, on average, a 30%+ cost savings to the departments by implementing the MPS Program. Contractor shall work within the consultant Change Management Plan cost savings model and provide a verifiable savings report on an annual basis. B. Department Assessments a. Contractor shall work with CITY staff and/or consultant team to update site assessments with new device detail to facilitate equipment optimization while staying within projected cost savings goals. C. When requested, Contractor shall provide Install, Move, Add, Change, and Decommission (IMACD) all in-scope MFD's and Printers. a. Install—Contractor shall perform the delivery, setup, and connection of equipment. b. Move—Contractor shall re-locate an existing device from one physical location to another physical location, reconnect and ensure machine is functioning properly. c. Add —Contractor shall add a hardware or software component to an existing device. d. Change—Contractor shall modify an existing configuration within an installed device. e. Decommission—Contractor shall provide decommissioning and preparation for return of equipment. f. Contractor shall insure that all data on MFD hard drives is wiped upon removal from CITY locations. g. Contractor shall wipe hard drives or take other appropriate action as approved by City prior to Move, Add, Change, or Install of any Contractor installed in-scope hardware. D. Remote fleet monitoring and management. a. Contractor shall use monitoring tools for print device usage tracking and to aid in fleet optimization. b. Provide City with portal access to view inventory and location status real time. E. Contractor shall provide end user training on equipment. a. For new MFD or Printer installation, Contractor shall coordinate/schedule onsite training with Cities department end users. b. Contractor shall provide follow-up training, as needed at no additional cost. c. Contractor shall supply other types of training resources such as web based training, job aids, support documentation, and self-help resources. F. Contractor shall support Cities Change Management Plan. a. Contractor shall work with consultant to finalize and implement the change management plan based on current contract termination dates and community needs, as well as a communication/marketing plan to introduce the managed print service to end users. City of Tustin Managed Print Services/Sharp SBS Agreement Page 3 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement G. Contractor shall provide ongoing fleet optimization. a. Contractor shall use monitoring tools, site assessments, new technologies, and other resources to initially assess City of Tustin print environment and finalize recommendations to optimize the print environment. b. Contractor shall monitor the fleet in order to seek optimization opportunities on a quarterly basis and stay within the change management plan cost savings guidelines. 2. Technical Requirements 2.1 IT Security Requirements Confiauration Manaaement A. The MFD system shall be configured to provide only essential capabilities, and to restrict the ability to access and change MFD settings such as double sided printing, default black and white printing, etc. B. Unnecessary ports, protocols, functions and services shall be disabled. MFD settings shall be set for printing from a selected set of IP addresses. C. Contractor shall coordinate with CITY IT staffto ensure that MFDs are compatible with all existing and future utilized applications. Maintenance A. The Contractor shall be responsible for implementing a security patch management program within Cities policies/practices for implementation. B. Authentication and authorization methods are required for remote maintenance and diagnostic sessions. Remote maintenance and diagnostic activities shall be documented. C. Remote maintenance and diagnostic activities shall be authorized, monitored, and approved by City. D. Only authorized maintenance personnel shall perform information system maintenance. 2.2 Retirement of Existing Leased MFD Contracts Roles and Responsibilities Cities current fleet of Multi-Function Devices (MFDs) is contained within various lease/services contracts, all of which will come to term over the next two in January of 2022. City will obtain lease return instructions from the current lease Contractor and coordinate with Contractor to remove and return the existing device at the time the new device is installed at no additional cost for a return no more than 200 miles from City Hall. City of Tustin Managed Print Services/Sharp SBS Agreement Page 4 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement 2.3 Equipment Maintenance SLA's (Service Level Agreement) Contractor shall provide maintenance service calls during City of Tustin working hours, Monday through Thursday, 7:30 a.m. to 5:30 p.m. (PST), every other Friday, 8:00 a.m. to 5:00 p.m. to exclude City of Tustin holidays. Under certain special circumstances, the Contractor may be requested to provide support outside of regular business hours. After hours support shall be quoted as an additional cost per hour. Contractor shall provide full coverage maintenance on all parts, service calls, and scheduled preventative maintenance calls at frequencies defined in the Manufacturer's specifications. CustomerSuaaort A. The Contractor shall provide a live person, toll-free phone line to place service calls, order parts and supplies, as well as to provide technical support at no additional cost to City. B. The Contractor shall, at no additional cost, respond to all emergency service requests within two (2) hours and begin repairs within four (4) hours unless other arrangements are made. C. The Contractor shall, at no additional cost, have a 24-hourtoll-free phone support line for hardware and software issues, as well as available on-site technical support, Monday through Friday, 8:00 a.m. to 5:00 p.m. (PST). D. If Contractor requires a machine to be removed from Cities premises for repair, Contractor shall provide end users with a loaner machine of similar functionality for use during the period of the repair. E. Contractor shall be responsible for the work performed by any and all sub-Contractors engaged by Contractor in support of the award of this contract, and persons directly or indirectly employed by third parties. Service Level Reauirements A. Maintenance — Contractor shall provide full coverage maintenance on all contracted equipment including, but not limited to, parts, service calls, and scheduled preventative maintenance support. The Contractor's helpdesk will take all support calls and offer assistance over the phone via the Contractor's remote diagnostic capabilities to get City up and running quickly. Should an on- site technician be needed, an estimated time of arrival (ETA) shall be provided with a courtesy follow up via phone. B. Service Loaner— If the main copy/print engine is deemed inoperable and Manufacturer authorized service personnel is unable to correct the problem within sixteen (16) working hours, City may City of Tustin Managed Print Services/Sharp SBS Agreement Page 5 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement request a loaner of similar or upgraded features until the main copy/print engine is repaired at no additional cost to City. C. Minimum Service Response Times/ Uptime Guarantee Contractor shall meet or exceed industry standards in response, repair, up, and down times as defined in the section below. a. Response Time Four(4) Hours Maximum (emergency service requests) b. Repair Time Two (2) hours average c. Minimum Uptime 98% d. Maximum Downtime 2% e. Response Time - Time measured from logging of service call until technician arrives on scene or clears by phone. f. Repair Time -Time required for a technician to troubleshoot, diagnose, and repair a copier measured from arrival on the scene to completion of call. This does not include time required for shipment of certain parts. g. Minimum Uptime - Percentage of time machine is available for basic operation in comparison to hours of operation as determined by City. h. Maximum Downtime - Percentage of time machine is unavailable for basic operation in comparison to the hours of operation as determined by City. i. Emergency Service Request—Request for service when any of the three(3)main functions is in operable. (Copy/Print/Fax) excludes preventative maintenance calls. D. User Uptime User Uptime Minimum Acceptable Level Objective Percent of time users must City of Tustin's business and be able to print, copy, fax, 98% operational uptime and scan to print devices requirement. Measured monthly. a. Users must be able to print, copy, fax, and scan to Cities print devices 98% of the time. b. Compliance is confirmed by service request and problem resolution records to determine when users are down without both their main and backup devices for print, copy, fax, and scan. E. Uptime Guarantee — Contractor maintenance procedures shall be designed to average up to a 98% uptime; however, in the event the mainframe provided is not operational(excluding preventive maintenance and operator preventable calls) during any 60-day period, Contractor will provide a City of Tustin Managed Print Services/Sharp SBS Agreement Page 6 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement loaner of similar and upgraded features until the mainframe is repaired at no additional cost to City. F. Replacement Guarantee — If the Contractor is unable to repair a problem, the Contractor shall, at Cities request, replace it without charge with an identical model or, at the option of manufacturer, with a machine with comparable features and capabilities. The replacement device shall not be a model older than the device being replaced. G. Replenishment/Replacement of Supplies a. Supplies shall be received within (2)two working days of a low toner alert,with a full supply set per printer stored on-site at all times or as agreed by the departments/community. b. Contractor shall work with each location that has 10 or more devices to determine a methodology for storing and restocking back up toner on-site. c. Contractor will provide a documented process for each department and include the written process in the quarterly review process. H. Dispatched Repair Service a. Per industry standards, a certified technician shall arrive on-site within (4) four hours of service call being dispatched to Contractor 98% of the time. i. Response time is measured from the logging of a service call until the technician arrives at City department or resolved by phone. ii. Repair time is the time required for a technician to troubleshoot, diagnose and repair a machine measured from the arrival at City department to completion of the call. b. Repair SLA's i. 50% of Print Devices are resolved within six (6) hours or less ii. 95% of Print Devices incidents are resolved within 24 hours iii. 100% of Print Devices incidents are resolved within 48 hours c. A service call module on a customer portal that allows CITY administrators to see the current status of open and closed service requests within three (3) hours. d. Compliance is demonstrated by Contractor's date-stamped records of service call requests and resolutions. The record shall clearly state when the on-site response took place,when the request was resolved, and when the ticket closed with a satisfactory resolution. City may review compliance quarterly. I. Preventative Maintenance/ Copier Based MFD's a. The Contractor shall provide preventative maintenance/cleaning of the contracted Copier /MFD fleet to meet the PM schedule mandated by the manufacturer to include at minimum the following requirements: i. The PM/Cleaning call shall include at minimum the following: City of Tustin Managed Print Services/Sharp SBS Agreement Page 7 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement ii. Cleaning the Paper Path. iii. Cleaning Rollers. iv. Clean the Copy Glass v. Clean and Vacuum inside the paper trays. vi. Wipe down the exterior of the device. J. Billing a. The billing shall be complete, accurate, on time, and easily audited. b. Errors must not exceed 2% of the devices billed and the itemized errors and corrections shall be received within twenty (20) calendar days after the end of the following month. c. City and the Contractor will agree on what information the invoice will contain, the billing process between both parties, and how it will be formatted. d. Contractor shall provide City with usage and billing statistics quarterly and/or upon request by CITY staff or designee. 3. Contractor Reporting & Communication Requirements 3.1 Quarterly and Annual Account Reviews Upon request, Contractor shall conduct an in-person Quarterly Business Reviews (QBRs) with CITY staff or designee to discuss the status of the fleet. On a quarterly basis, Contractor shall provide electronic reporting related to the activities in this SOW with the following categories and types of reports: A. Department printing volumes broken out by color and black &white per device; B. Number and types of devices in the fleet summarized by department and organization wide; C. Pro-Active over-and under-utilized equipment optimization/swaps; D. Break/Fix volume of calls; E. Change Management Plan status and IMACD tracking; F. Knowledge Management information and/or support that will benefit Cities end users and internal support teams; G. A list of devices that experienced multiple repairs in the previous quarter, or re-occurring over a 180-day period, along with an action plan/recommendation for permanent correction; H. Ongoing continuous improvement relative to print throughout the entire CITY environment; I. Billing Reports; City of Tustin Managed Print Services/Sharp SBS Agreement Page 8 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement J. SLA Achievement Reports; and K. Status of any additional projects. These reports shall be made available in an electronic format quarterly or as requested. 3.2 General Communication Obligations A. Contractor shall provide City with ninety (90) days' advance notice of any new models of equipment or software proposed to replace end-of-life equipment or software. B. Any new equipment or software proposed for deployment on Cities network shall be brought in for prior testing and approval. C. All replacement device pricing shall meet the same or lower cost level of comparable or equivalent to the replacement Model capabilities, features, and accessories. D. CITY staff or consultant will validate hardware, software, and services replacement pricing on all future technology options added to the standard CITY wide MFD pricing template over the term of this agreement. E. New Model pricing is expected to be at the same discount levels as originally contracted as a result of this RFP and may not be higher than those provided to other agencies of similar size and scope. 4. Resource Requirements & Qualifications 4.1 Key Personnel A. The Contractor shall provide a dedicated Customer Support Team led by a Program/Project Manager who shall have overall responsibility for all activities related to this project. B. The Contractor shall provide an organizational chart listing the team members along with profiles of their skills, qualifications, and responsibilities. C. Contractor shall provide City with ten (10) days' advance notice when a Strategic Account Manager will no longer be supporting City and schedule an introduction of any replacement personnel. D. City reserves the right to request a replacement of staff(s) not performing to Cities expectations. City of Tustin Managed Print Services/Sharp SBS Agreement Page 9 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement 4.2 Dedicated Inside Customer Service/Support Personnel City is looking for a single source Managed Print Services provider with experience in managing national account business. Cities preference is a Contractor with internal non-sales support staff dedicated to managing the customer relationship alongside the Sales Executive. This person shall be experienced in supporting national account business. Dedicated personnel shall be directly responsible for the fulfillment of all SOW and SLA commitments with City in support of Contractor sales team and work to create and implement specific operational practices including, but not limited to: A. Continually monitor existing service levels and compliance to SLAs. B. Provide interface between end-users, technical support, and resources to improve/maintain customer satisfaction. C. Act as the primary point of contact for all aspects of the contractual relationship with the customer. D. Develop continual process improvements. E. Work closely with Contractor operations team on implementation and deployment of print technology and support services, including inventory collection and management, and consumables management while monitoring adherence to all SLAs. F. Facilitate quarterly/semi-annual performance reviews. G. Resolve customer complaints and concerns by investigating problems, as well as develop solutions and manage through to resolution. H. Provide reporting metrics and tracking data as required to fulfill SLAs. I. Develop and document implementation plan for each additional phase of the client Change Management Plan. J. Follow-through on mission critical activities identified by the Client and Internal Management. 4.3 Technical Support Personnel A. Contractor shall be authorized by the original equipment manufacturer (OEM) to service the City of Tustin Managed Print Services/Sharp SBS Agreement Page 10 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) I C A L I F O R N I A Service Level Agreement equipment during the entire term of the Contract. Proposer shall provide verifications with proposal. B. Contractor's service technicians shall be OEM trained and certified during the entire term of the Contract. Proposer shall provide verification with proposal. C. Contractor shall only use only OEM genuine or OEM approved parts and supplies to maintain the equipment. Contractor shall have same-day or next-day delivery for parts and supplies, with the parts delivered to City or brought in by a service technician. Scope of Services City of Tustin (CITY) is seeking proposals for Managed Print Services (MPS) to implement a single Contractor contract with the ultimate goal to contract for services and technology for approximately 126 owned and leased Multi-Function Devices (MFDs) and desktop printers/mfp at various CITY locations. CITY may optionally select more than one firm to perform the services. The selected Company shall provide the services required in Exhibit A,Statement of Work,attached hereto and incorporated herein. Organization MPS Goals CITY anticipates, on average,a 30%+cost savings to the organization by implementing the MPS Change Management Plan. The goal of this project is to put in place a Managed Print Service Contractor who will work alongside the consultant team (Eco Office Werks, LLC) to implement the change management plan and deploy state of the art print technologies while reducing the environmental impact of printing organization wide. MPS RFP Requirements The selected Contractor shall: a) Provide fixed pricing for hardware, software, and related services on a 5-year master agreement and ensure all orders of equipment stay within the new contact pricing,service level agreements and terms. b) City of Tustin will not accept pricing or terms that require a piggyback of another entity negotiated contact. If Contractor elects to use GPO pricing or other piggyback contracts,the terms outlined in this RFP and SOW will override and be primary. All pricing & terms must be customized and approved directly with City of Tustin for the resulting master agreement. C) Provide pricing for eight(8) MFD standard Device Type configurations and three(3)desktop printer/MFP models and one (1)Production devices that include a discounted cash price and optional lease for sixty(60)months fair market value(FMV) option. d) The City of Tustin will also be accepting proposals for an independent third-party master lease option. If this option is implemented,the Contractor agrees to accept purchase orders based on quoted cash prices from City of Tustin's approved IT Asset Lease Contractor. e) Provide a cost per page per device/category pricing model for all service, supplies, toner, and staples for all contracted devices on a pure usage-based model billed in arrears.Estimating of meter usage will not be allowed. No base or minimum allowance charges will be accepted. City of Tustin Managed Print Services/Sharp SBS Agreement Page 11 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) I C A L I F O R N I A Service Level Agreement f) Work alongside the contracted consultant team to assist in implementing the change management plan based on current contract termination dates and department/community needs. g) CITY does not guarantee a minimum or maximum quantity of installations.CITY shall pay only for devices actually ordered by City of Tustin and delivered, installed,and made fully operational by the Contractor. h) Demonstrated Customer Service and Support capabilities and a quantifiable history of superior customer service are key factors for CITY users and will play a significant role in award of the contract. i) Be responsible for configuration on City of Tustin's network at the time of new deployment and for firmware upgrades that might cause settings to be lost(with permission/assistance from IT)to ensure the M FDs can print from all applications, scan to email,scan to fax,scan to network,scan to PC,etc. Ji) Agree to all the terms, conditions, and processes outlined in Exhibit A— Managed Print Services Statement of Work and any other stated requirements in the RFP, and any other agreed upon terms. The RFP Exhibit A - Statement of Work, Exhibit B — Device Pricing and the Contractors Proposal Response will become part of the binding executed contract between the Contractor and City of Tustin. Remove Old and Install New Equipment: Installation services shall be coordinated with the IT Department and include delivery, setup, and integration of the devices with CITY's Local Area Network(LAN), including CITY's hardware and software infrastructure. a) Installation services shall also include any and all equipment, materials, and supplies necessary to provide the services including all labor, materials,delivery,assembly,and installation,as applicable. b) The Contractor's installation shall include configuration on each unit and equipment shall be made fully operational by Contractor including all copying, duplexing, sorting, stapling, scanning - to email, to fax, to network, to PC, etc. — and printing functions. C) Upon request,the Contractor shall also remove the existing MFD being replaced and ship the device to current Contractor lease return location. Storage of current devices for a short period of time may be required for the full coordination of the lease return process. CITY will obtain all approvals needed to move and store the equipment from the current Contractor prior to this service being requested. This service shall be included at no additional cost. d) When removing or swapping Contractor installed units, Contractor shall coordinate with IT to certify the security wipe of the existing hard drive, as well as ensure it has occurred prior to lease device being returned or disposed at contract end. This service shall be included at no additional cost. Training: Contractor shall provide training to all appropriate CITY staff to ensure a seamless implementation of equipment and systems during the installation process and after the systems have been initiated,tested,and proven fully operational. a) Such training shall be of sufficient depth and scope to allow a complete understanding of the proper operations and use of the machine to include how to use the scan,copy,print and fax capabilities. b) An overview of the device control panel and printer drivers.Demonstration of replacing toner,staples,paper and removing paper jams. C) When requested, Contractor shall conduct all training sessions onsite at City of Tustin's premises with its own personnel or with outside factory-authorized sources; however, in each case the trainer must possess sufficient skill and knowledge to achieve the desired level of training in a timely and competent manner. d) Contractor shall also provide all necessary training materials via a customized web-link e) Contractor shall provide extensive training to specified CITY staff related to proper operation of the departmental copiers, City of Tustin Managed Print Services/Sharp SBS Agreement Page 12 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) I C A L I F O R N I A Service Level Agreement including proper use of all copy, print,and scan features. f) For locations with 10 or more devices, Contractor shall provide periodic training (not less than two (2) classes/one (1) training per day) per calendar month to accommodate new end-users,as well as to provide refresher training for general users. g) Training shall be provided at no additional cost. Customer Service/Support: CITY is seeking a single Managed Print Services provider with experience in managing major account business. CITY's preference is a Contractor with internal non-sales support project management staff dedicated to managing the customer relationship alongside the Sales team.This person shall be experienced in supporting similar national account business and provides the following customer support responsibilities: a) Directly responsible for the fulfilment of all SOW commitments with City of Tustin.Work to create and implement specific operations practices including: b) Continually monitor existing service levels and compliance to SOW terms. C) Provide interface between end-users,technical support,and resources to improve/maintain customer satisfaction. d) Follow-through on mission critical activities identified by City of Tustin. MPS Hardware Specification and Pricing Table See Exhibit B—Device Pricing Template City of Tustin Acceptance: Sharp SBS Acceptance: Date: Date: Name: Name: Title: Title: Signature: Signature: City of Tustin Managed Print Services/Sharp SBS Agreement Page 13 of 14 DocuSign Envelope ID: BEEAB75A-8508-4310-BF6D-8D90EB180C2B Exhibit A: Statement of Work (SOW) A L I F 0 R N I A Service Level Agreement Exhibit B —Device Pricing Table ColorNew Device Category Make Model# MSRP Price Bid Cash Price BW Per Per Unit Per Unit Page Rate Page Rate Category#1 BW MFP Sharp MX-M7570 $39,240 $10,475.06 $0.0035 •.. . . Sharp MX-809ON $113,905 $36,219.54 $0.0035 $0.0350 Category#3 BW MFP Sharp MX-M6071 $23,645 $6,863.71 $0.0035 .. . . Sharp MX-6071 $30,130 $8,587.67 $0.0035 $0.0350 Category#5 BW MFP Sharp MX-M5071 $18,415 $5,500.94 $0.0035 . . Sharp MX-5071 $26,450 $7,192.70 $0.0035 $0.0350 Category#7 BW Personal Printer Sharp MX-B467F $2,663 $914.29 $0.0035 .. . . . . Sharp MX-C407F $4,997 $1,607.63 $0.0035 $0.0350 Category#9 High Volume BW Desktop Sharp MX-B427PW $2,384 $498.47 $0.0147 Printer .. . . .. Sharp MX-C357F $3,997 $1,335.53 $0.0147 $0.0730 Category#11 Personal BW Desktop Sharp DX352P $640 $292.52 $0.0130 Printer See Category#12 Sheet • •• ••• • •• $0.0220 $0.1350 OEM Toner • See Category#12 Sheet $0.0112 $0.0595 Generic Toner City of Tustin Managed Print Services/Sharp SBS Agreement Page of