REQUEST FOR PROPOSAL (RFP) NUMBER: 269-2018-058 CISCO PRODUCTS AND SERVICES
SUBMITTED TO: CITY OF CHARLOTTE PROCUREMENT MANAGEMENT DIVISION CHARLOTTE-MECKLENBURG GOVERNMENT CENTER (CGGC) 9TH FLOOR 600 EAST FOURTH STREET CHARLOTTE, NC 28202 ATTN: MS. TRACEY KEYES
SUBMITTAL DEADLINE: 10/01/2018 @ 2:00 PM EDT
Authorized Reseller
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RFP: 269-2018-058 CISCO PRODUCTS AND SERVICE
Table of Contents
TABLE OF CONTENTS ...... II
TAB A – COVER LETTER, EXECUTIVE SUMMARY ...... 3
TAB B – PROPOSED SOLUTION (PER 4.1.2) ...... 6
TAB C – SECTION 6, FORM 2, ADDENDA RECEIPT CONFIRMATION ...... 29
TAB D – SECTION 6, FORM 3, PROPOSAL SUBMISSION FORM ...... 30
TAB E – SECTION 6, FORM 4, PRICING WORKSHEET ...... 32
TAB F – SECTION 6, FORM 5, MWSBE UTILIZATION ...... 34
TAB G – SECTION 6, FORM 6, BACKGROUND AND EXPERIENCE ...... 35
QUESTION 4: CISCO PRODUCT AND SERVICES PROJECTS UNDERTAKEN – LAST TWO YEARS ...41
QUESTION 8: ORGANIZATION CHART ...... 49
QUESTION 9: CISCO LETTER OF AUTHORIZATION ...... 50
TAB H – SECTION 6, FORM 7, REFERENCES ...... 51
TAB I – SECTION 6, FORM 8, ADDITIONAL COMPANY RESPONSE ...... 53
TAB J – SECTION 6, FORM 9, ENVIRONMENTAL PURCHASING RESPONSES ...... 55
TAB K – SECTION 6, FORM 10, CCPA PLAN ...... 59
TAB L – SECTION 6, FORM 11, CERTIFICATION… ...... 71
TAB M – SECTION 6, FORM 12, BYRD ANTI-LOBBYING CERTIFICATION ...... 72
TAB N – EXCEPTIONS ...... 73
TAB O – SUPPLEMENTAL MATERIAL...... 74
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TAB A – Cover Letter, Executive Summary
COVER LETTER October 01, 2018 (submittal by 2:00 PM EDT)
City of Charlotte Procurement Management Division, Charlotte-Mecklenburg Government Center (CMGC), 9th Floor 600 East Fourth Street Charlotte, NC 2 8202
Attn: Ms. Tracey Keyes
Re: RFP# 269-2018-058, Cisco Products and Services
Dear Ms. Keyes,
DISYS Solutions, Inc. (DSI) is pleased to submit our response for RFP# 269-2018-058.
Per 4.1.1, “The information contained in this Proposal or any part thereof, including its Exhibits, Schedules, and other documents and instruments delivered to the City, is true, accurate, and complete. This Proposal includes all information necessary to ensure that the statements therein do not in whole or in part mislead the City as to any material facts.” 1. Company Name: DISYS Solutions, Inc. Address: 44670 Cape Court, Suite 100, Ashburn, VA 20147 Telephone Number: (571) 707-3636 E-Mail Address: [email protected] Fax Number: (800) 601-2944
2. Authorized Executive Signatory, Vinu Luthra, Title Chief Operating Officer Address: 44670 Cape Court, Suite 100, Ashburn, VA 20147 E-Mail Address: [email protected] Telephone Number: (571) 707-3636 Fax Number: (800) 601-2944
3. Contractor DUNS Number: 96-275-1918 CAGE Code: 674Q4 TIN #: 27-2586114 SPIN (E-Rate) #: 143022163 FCC #: 20606612 NC SOS ID: 1156641 NC State Corporate Account ID: 0009276815
4. Per 1.6.5, Section 6, Form 3, this proposal is a firm offer valid for one-hundred-eighty (180) calendar day period from the date of the opening. All prices quoted are firm and fixed for the full agreement period.
5. Pre-Proposal Conference: DSI was in attendance. Section 6, Form 1 submitted.
DSI understands that the City wishes to establish a contracting vehicle for Cisco Products and Services to support the City and Participating Public Agencies for the contract period of performance. DSI further understands that while the City must purchase Cisco Products and Services through a certified Cisco reseller, there are many resellers available to the City. So Why DSI?
44670 Cape Court, Suite 100, Ashburn, Virginia 20147 | P 571-707-3636 | F 800-601-2944 | dsitech.com
The DSI Difference
DSI is a Minority Owned Small Business certified in the Commonwealth of Virginia with over 25 years of experience providing State, Local & Education (SLED) agencies with network and computer hardware, servers, peripherals, software, network management services and integration services. DSI is a growing concern - approximately 10% each year. This growth is a direct reflection of our customer satisfaction with more than 75% repeat customers as demonstrated by our past performance references and substantiated by Cisco’s 2016 award for Outstanding Customer Satisfaction. It is our dedication to technology excellence and customer service that contributed to our 2015 Cisco Capital Partner of the Year for the Public Sector, and 2012 State and Local Government Partner of the Year.
DSI has been providing Cisco products and services for over 25 years with DSI achieving Cisco Gold Certified DVAR (Direct Value Added Reseller) Partner status in 2002. DSI maintains the authorizations and specializations necessary to support all requirements under a resultant contract:
Cisco Advanced Enterprise Network Architecture Speculation; 9 Cisco Advanced Security Architecture Specialization; and 9 Cisco Advanced Data Center Architecture Specialization 9
DSI is also authorized to sell and install the following technologies:
Enterprise Networks; 9 Security; 9 Cisco Wireless; 9 Optical Networking 9 Collaboration and Conferencing; 9 Data Center; and 9 Unified Contact Center Enterprise; 9 Internet of Things (IOT) 9
DSI’s Cisco Letter of Authorization is provided under Tab G for your review followed by our complete Cisco authorization list.
DSI maintains certified staffing level above the City’s required minimum to support both the Cisco specializations required for the resultant contract, and in compliance with our Cisco Gold status. Please see our DSI Team Member’s Cisco certifications provided under Tab G.
DSI will partner with the City and any Participating Public Agency providing a Program Support Team streamlined under the supervision of one primary point of contact (POC) to address the execution of the project. DSI’s experienced Program Support Team includes sales, program management, and engineering members that bring a Value-Add proposition directly to the City. Our staff is ready to assist: providing quick responses to any Cisco services or support issues, answering technical questions, working configuration issues; truly partnering with the City to provide solution support and measureable return on the City’s investment. Internal procedures insure Team member near real-time access and order monitoring to ensure quick order processing, on-time resolution of technical issues, and superior customer service. This approach ensures continuity of services and knowledge of your environment throughout our ensuing relationship. This approach provides the City direct support in the event that the City has issue with any Cisco Smart Net or Cisco Software Support Services if so elected.
The Program Support Team contact information is provided under Tab B.
As an incumbent contract holder over the past seven years, DSI has a proven understanding of the City’s technical and contract requirements, and an established workforce with the know-how to promote and support all essential Cisco IT needs.
To best serve the City of Charlotte and Participating Public Agencies, DSI is providing: a) Availability of the most qualified, talented, and experienced professionals
44670 Cape Court, Suite 100, Ashburn, Virginia 20147 | P 571-707-3636 | F 800-601-2944 | dsitech.com
RFP: 269-2018-058 CISCO PRODUCTS AND SERVICE
TAB B – Proposed Solution (per 4.1.2)
Given the purpose of this project and the City's goals as stated in this RFP, provide a creative solution to meet such goals. For each component of the Project described in Section 3, state whether and how your Proposed Solution complies as well as any additional information requested. If you wish to add supplemental information, it shall be labeled “Supplemental Information.”
3. Scope of Cisco Products and Sales 3.1 General Scope
The City is looking to establish contracts for the purpose of establishing master agreements with qualified manufacturers to provide Cisco Data Communications products and services. The specifications contained herein shall be considered minimum requirements and it is will be the sole discretion of the City to select the Companies whose proposals meets or exceeds the stated requirements.
DSI Response: DISYS Solutions, Inc. (DSI), is a Virginia registered, Minority Owned Small Business (SWaM) headquartered in Ashburn, Virginia. DSI has over 25 years of experience providing Federal, State and Local & Education (SLED) agencies with network and computer hardware, servers, peripherals, software, network management and integration services. We were previously part of Digital Intelligence Solutions Corporation (DISYS), and transitioned as a new entity, DISYS Solutions, Inc., effective as of May 20, 2010. DISYS Solutions, Inc. (DSI) will provide the City of Charlotte and CCPA members (Participating Public Agencies) with Cisco Products and Services in accordance with the requirements of this RFP. DSI possess and maintains the right resources, expertise, processes and experience critical to the success of the Master Agreement. In response, DSI has prepared a robust offering that addresses the methodology and processes in place to ensure the availability of the required services, and to ensure that the City receives maximum return on each dollar spent. All DSI /Cisco services and products are delivered in alignment with our Program Management methodology – So no matter the delivery; product only, services only, or a complete turnkey solution, DSI follows the same consistent integrated processes to ensure on-time and on-budget deliveries. DSI will also demonstrate that it has the experience, the technical strength, organizational structure, and financial depth to meet the objectives of the City, and exceed all minimum requirements. 1. DSI is a Cisco Gold certified Direct Value Added Reseller Partner with over 25 years of Cisco experience. 2. DSI exceeds the minimum of 12 unique Cisco certified employees 3. DSI exceeds the minimum of two CCIEs 4. DSI Cisco Specializations include the three minimum Cisco specializations specified by the City 5. DSI is an authorized reseller for all technologies included under this RFP 6. DSI has an existing Program Support Team with a single Point of Contact
This RFP is designed to provide interested Companies with sufficient basic information to submit proposals meeting minimum requirements, but is not intended to limit a proposal’s content or exclude any relevant or essential data. Companies shall respond to any or all of the categories listed below: x Networking Software; x Network Management and Automation;
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x Network Optimization and Acceleration; x Optical Networking; x Routers; x Switches; x Wireless; x Mobile vehicle routers; x Unified Communications; x Professional Services; x Data Center Application Services; and x Maintenance and Support
DSI Response: As DSI has grown and evolved over the last 25 years, we have evaluated, sold and supported multiple technologies and thousands of products, and our technical expertise and collective experiences have expanded our core capabilities. DSI has found Cisco to be one of the best value products with unparalleled support. As a qualified top tier Gold Authorized Direct Value Added Reseller (DVAR) Partner since 2002, DSI has been maintaining the certifications, technical specializations, training, and customer experiences required by Cisco Systems, Inc., to maintain this highest level of Cisco certification, and to address requirements in any of the categories listed above. Reseller Specialization Master Security Specialization Advanced SP Architecture Specialization Master Collaboration Specialization Advanced Security Architecture Specialization Advanced Collaboration Architecture Specialization Advanced Data Center Architecture Specialization Advanced Enterprise Networks Architecture Specialization Express Specialization
Authorization Cisco Umbrella for MSSPS Buying Models Commerce Certification Ea Collab-Flex Plan Ea C1 - Access Wireless Switching WAN Ea Collab - UC TP PC Cisco Open Stack Private Cloud
Cloud & Managed Service Provider Managed Security Managed Business Communications Cloud and Managed Services Master Partner Designation GPN Partner Agent GPN Resale Host
Other Security Enterprise Licensing Agreement Accelerated Telepresence Try and Buy UCS Capacity Assurance-Try and Buy Regular Try and Buy
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City Technology Areas Corresponding Cisco Specialization supporting Technology areas: Networking Software; Advanced Enterprise Networks Architecture / Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Network Management and Automation; Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Network Optimization and Acceleration; Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Optical Networking; Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Routers; Master Collaboration Speculation / Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Switches; Master Collaboration Specialization / Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Wireless; Master Collaboration Specialization / Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Mobile vehicle routers; Master Collaboration Specialization /Advanced Enterprise Networks Architecture/ Master Networking Specialization (New Cisco Specialization) – pending Dec. 2018. Unified Communications; Master Collaboration Specialization Professional Services; Authorized by our Specializations; Backed by our Gold Status Data Center Application Services; and Advanced Data Center Architecture Specialization / Master Data Center and Hybrid (New Cisco Specialization) – planned Feb. 2019. Maintenance and Support Authorized by our Specializations; Backed by our Gold Status
Proposals shall be succinct, and concise to allow for efficient evaluation. Blanket marketing material and unnecessary elaborate brochures or representations beyond what is sufficient to present a complete and effective proposal shall not be considered.
DSI Response: DSI believes this submission includes succinct and concise information as may be required for the City to conduct a comprehensive evaluation of our qualifications. DSI has also provided competitive pricing with upfront discounts off-list prices for the life of any ensuing contract. Should any clarification be needed, or if there are additional questions, please do not hesitate to call. Contact information is provided in the Cover Letter under Tab A.
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This RFP is released to obtain deeper volume price discounts than are obtainable by an individual via the competitive bid system. This discount is based on the collective volume of potential purchases by the City Departments and the numerous Participating Public Agencies that will also leverage these Contracts. Contracts should result in the most attractive discounts available in the marketplace.
DSI Response: DSI has provided competitive pricing with aggressive upfront discounts off-list prices provided under Tab E valid for the period of performance of any ensuing contract. 3.2 Background
The City is the 18th largest city in the U.S. by population and the largest in North Carolina. The City’s data communications networks serve 21 departments with over 7,000 employees, providing services to 800,000 residents across the City of Charlotte and Mecklenburg County. The City operates over 200 sites all connected by an Enterprise class network. The networks include: x Datacenters; x 911/Public Safety dispatch centers; x Emergency Operation centers; x Standard office environments; x Traffic Control networks; x Light Rail Transportation networks; x Walter utility plants; x Aviation facilities; x Maintenance and industrial sites; and x Call center environments.
DSI Response: DSI understands the City’s network environment, size and architecture, and has the appropriate staffing levels to support the execution of any Cisco project that may be required during the period of performance. 3.3 Certifications and Qualifications. Companies are required to have a Cisco Gold Level certification and maintain on staff, the minimum of twelve (12) unique Cisco certified employees, including a minimum of two (2) Cisco Certified Internetwork Experts (CCIE). DSI Response: DSI is a Cisco Authorized Direct Value Added Reseller (DVAR) Partner since 2002. DSI staff is not only certified but experienced in advising customers in the best methods of successfully deploying Cisco products and technologies as demonstrated by our Cisco Customer Service Awards, and specializations authorized by Cisco. DSI has an in-house lab (approximately 1,000 sf.) with various networking equipment for the sole purpose of evaluation and testing our solution before cut-over, and approximately 2,000 ft. of warehouse space for staging and sparing as needed. Using internal configuration resources as well as tools provided by Cisco, DSI’s staff can quickly and easily configure products that fit seamlessly into the Customer’s existing environments to maximize productivity and reliability, and minimize downtime at cutover.
As noted in the table below, DSI has the following Cisco certifications held by our team members experienced in performing services to Federal, state and local governments, and education agencies.
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Please note many of our individual team members have a broad range of expertise across multiple technologies thus many individuals hold multiple Cisco certifications.
As a company, this not only enriches our customer’s technical experience, this level of cross training and experience provides much flexibility in project scheduling. This maximizes DSI productivity and efficiently delivers services with lower overall costs directly to our customers. By the classic definition, DSI is lean and mean.
As communications and data technologies merge or overlap, and as the City’s requirement may change, our individual expertise is not constrained by technology siloes. DSI and Cisco view the entire network as architecture allowing other Cisco technology products to unify and work together. DSI can work within existing budgets for a phased approach or develop a total turnkey solutions based on customer needs, requirements or goals.
DSI staff qualifications exceed the minimum number of twelve unique certified employees including two CCIEs as noted in the table below:
As DSI technical and program management personnel are assigned to specific projects based on availability, experience and technical skill levels required to execute the requirements, DSI has provided for review the qualifications of the Program Support Team and Senior Engineers as it is possible that any Sr. Engineer may participate in the City’s or Participating Agency’s project. Truncated resumes/qualifications follow.
Cisco Certifications Number by Category Number of Individuals Cisco Sales Experts 42 29 Experts (CCIE) 25 10 Professionals (CCNP, CCDP) 22 14 CCNA, CCDA, CCENT 49 27 Cisco Business Value Practitioner 1 4 Cisco VIP 3 3 TOTAL 142 Certifications 53 individuals
x In addition to manufacturer certifications, DSI employs professionals with the following industry certifications: These methodologies provide the foundation for our quality delivery of products and services: Project Management Institute (PMI) certified Project Management Professionals (PMP) x Information Technology Infrastructure Library (ITIL V3) x Certified in The Governance of Enterprise IT (CGEIT) - Information System Audit and Control Associate (ISACA)
DSI’s Quality Control Process is built into our Project Management Methodology (PMM). Our PMM has been derived from proven techniques “Best Practices” developed through years of experience and industry standards put forth by The Project Management Institute® (PMI). Blending the latest technologies with the best industry standards, our Project Management Methodology has been designed with Client and Quality as our primary focus areas. So why is this important to you when you may be only buying equipment? Because the processes and methodology that govern our Program Management also apply to our internal departments; e.g., Order Processing, Accounting, Purchasing, etc.
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The objective of The methodology is to provide standard methods So no matter The and guidelines to ensure that projects are conducted in a disciplined, well-managed, and consistent manner. The methodology recognizes delivery; product only, that the correct approach to effective project management is good services only, or a planning and efficient controls implemented through a well-structured complete solution, DSI project organization. While the complete PMM document is extensive, follows consistent we have provided an overview to demonstrate our commitment to quality. integrated processes to ensure quality; on-time Quality Management: The three main components of our quality and on budget. process are:
x Quality Control x Quality Assurance x Quality Planning
The quality assurance manager reviews all QA activities, including peer review comments, design review steps, test plan implementation steps, risk mitigation steps at regular intervals and reports to The senior management. The QA manager will work with The client to establish required control activities, and will recommend required quality While Quality Control analysis. Our processes are flexible enough to accommodate specific deals with the day to client requirements. Some of our preliminary planning includes planning day activities of quality for quality assurance and setup of quality control checks. checks, team review,
The scope and project objectives along with internal standards defined peer review, structured by The EPG (Engineering Policy Guide) form a guiding framework for walk-through, etc., its The quality plan. The quality plan consists of standards definition, results are reviewed by metrics guidelines and deliverable checklists. The quality plan Quality Assurance (QA) identifies all quality control mechanisms and desired results. Over a to verify adherence to period of time across several projects DSI has implemented various project plan, quality quality standards, some defined by the client; Others defined internally in conjunction with industry standards. We have learned that there is no one plan, and quality Audit. perfect model. The control mechanism is thus kept flexible for review and revision. The process provides feedback information on quality trends to help quality managers and project managers review and revisit The quality planning documents, in case any modifications are required to the quality control process.
DSI will work with The City or Participating Public Agency to create a Quality Control document reflective of Cisco Best Practices and Industry Standards. A diagrammatic representation of our quality process following below:
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During The Kick-off Meeting following award, DSI also establishes a Communications Management Plan establishing communication protocols and procedures between DSI and The City. This forms the foundation for our project follow-through. As part of our primary focus in project management, Communication Management is given high priority. In keeping with open communication, our clients are encouraged to communicate directly with the Project Team/ Project Manager whenever required effectively solving any immediate problem that may arise. Generally, any noted deficiency is identified with resolution addressed by our Project Team in accordance with Project Management Expectations. During Project Kick-off meeting Reporting procedures will be reviewed and format approved.
9 Project Reporting will be done through our dedicated project manager for this project, through weekly or daily status reports as agreed upon. Please see The Sample Report below:
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9 Project Management Expectations. o Involvement from Day 1; o Involve major stakeholders, especially IT; o Clear project scope with sign-off -- and set priorities; o Make sure everyone (including senior management) understands his or her role and responsibilities; o Coordination between multiple teams; o Milestone tracking; o Enforcing escalation chain strategy; o Daily or weekly project status meeting with internal team and update The Authority; o Identify risks in advance and act to avoid any bottleneck; o Track and test deliverables; and o Evaluate project from time to time (or as agreed to).
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TRUNCATED RESUMES FOR YOUR DEDICATED PROGRAM SUPPORT TEAM AND SENIOR TECHNICAL MEMBERS
Primary First Last Key Title/Role Qualifications Name Name Personnel Cisco Sales Expert V5, Cisco Data Center Networking Infrastructure Desig North CQS, Carolina Cisco Certified Design Associate (CCDA), 9 Pankaj Sharma Regional Cisco Authorized Digital Media System for SE/FE, Sales CQS-AWLANA, CDMS2, CQS-CDCSND, UFTDS, Microsoft Certified Sal Manager Expert (MCSE) Delhi University Bachelors in Commerce North Cisco Business Value Analyst, Speaks English, Pashto and Urdu Natively Carolina George Mason University, Fairfax, VA, Bachelor of Science, Information Maryam Aurakzai 9 Inside Systems Operations Management, Sanford-Brown College, Associate of Sales Science, Criminal Justice NC BS Business Management, Outside Roy Everett Cisco Sales Expert V5, 9 Sales 28+ Plus Years’ Sales experience with IT Technology products and services Executive Hewlett Packard; AIS – StorageWorks, Bladesystems, ProLiant Servers, ProLiant ML/DL Servers ASE – StorageWorks, Bladesystems, ProLiant Servers, ProLiant ML/DL Servers, ProLiant Servers c-Class Blades, Master ASE – SAN Architect – Da Availability Solutions, ProLiant High Availability Clustering Solutions; APC Technical Enterprise Storage Solutions, StorageWorks XP Solutions; EMC-SE – Operations Britton Almy Accredited System Engineer; IBM-P-series Sales, X-Series Technical; VMw 9 - VCP, VSP, VAC, VTSP; Microsoft -MCSE & MCSA– Windows 2003, Escalation Windows 2000, MCSA Exchange 2000, HP Converged Systems; HP Helion OpenStack; VMware and vCloud Air; HP and EMC storage systems; Micro RedHat, SuSE and Ubuntu ; Veeam, Zerto and Double Take; EMC, HP and VMware virtual storage, Cisco FirePOWER Systems B.S. Information Technology, Wilberforce University
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Primary First Last Key Title/Role Qualifications Name Name Personnel Certified Project Management Professional PMP and member of PMI Registered as Professional Engineer with Pakistan Engineering Council Engineering in Computer Sciences from in Bergen College of Engineering, Bergen, Norway (1994) Harvard Manage Mentor Manager Certification (H3MC) for Leadership and Management development (HMM) (2014) PC application from Okinawa International Center, Okinawa, Japan (1999) Project Kashif Zafar Professional Project Management Program, Dubai, UAE (2014) Manager MS Project Training course conducted by MSCL, Islamabad, Pakistan Six Sigma Green belt training program, Islamabad, Pakistan Siebel 7.7.1 training essential, Islamabad, Pakistan ORACLE Developer from Comsats, Islamabad, Pakistan Telecommunication Simulation Experiencing Dynamics of Telco industry, Dubai, UAE Advance Project Management, Dubai, UAE Project Management Professional Re-certification, Certified Solution Execut (CSC), Certified Scrum Master (Scrum Alliance), ITIL V3 Foundation Certification, PMP Project Management Institute, Executive Leadership Project Certification, eCornell University Rahul Vadera 9 Manager Sun Certified Enterprise Architect for J2EE Technology, Sun Certified Programmer for Java 2 Platform Master of Computer Applications, JNVU, Jodhpur, India Bachelor of Science in Computer Science, JNVU, Jodhpur, India University of Calicut, India, Bachelor of Technology in Computer Science Project University of Dallas, Irving, Texas, MBA Santhosh Vengattery Manager Certified Project Management Professional (PMP) Agile Certified Practitioner (PMI-ACP) Cisco Certified Internetwork Expert (CCIE)– Wireless Cisco Certified Network Associate (CCNA) – Voice Sr. Cisco Certified Network Associate (CCNA) – Switching & Routing Ambuj Mahendra Network Cisco Certified Network Associate (CCNA) – Security Engineer Cisco Advanced Data Center Networking Infrastructure Support Specialist Cisco Data Center Application Services Design Specialist
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Primary First Last Key Title/Role Qualifications Name Name Personnel Cisco Certified Design Associate / Professional (CCDA) CCDP) Certified Wireless Security Professional (CWSP) Certified Wireless Network Administrator (CWNA) Certified Wireless Design Professional (CWDP) Certified Wireless Analysis Professional(CWAP) Cisco Certified Internetwork Expert (CCIE) – Switching & Routing, Cisco Certified Internetwork Expert (CCIE)– Data Center, Cisco Data Center Stor Networking Design Specialist, Cisco Unified Communications Technology Design Specialist, Cisco Data Center Unified Fabric Support Specialist, MCA Degree - Sikkim Manipal University of Health, Medical and Technological Sr. Sciences, India Bhaskar Jouhari Network Hardware Proficiencies: LAN Switches - Nexus 7000, Cisco 6500, 4500, 375 Engineer 3500, and Foundry, Cisco Routers – 7200, 3800, 3600, 2800, D-Link switch WAN/LAN Technologies: Frame-Relay, Knowledge of MPLS Routing Protocols: RIP/EIGRP/OSPF/BGP, STP, VLAN design, vPC, L2/L3 Switchi Security tools: Cisco ASA, PIX, VPN Concentrator, Network Management Tools: Solar Winds, MRTG, Net flow Analyzer, Spectrum PhD, Specialization in Educational/Assistive Technology University of Delaware, Newark, DE., Valid Cisco Certifications: , CCNP D Sr. Center, CCNP Routing & Switching, Computer Software and Hardware Bishwa Poudel Network Diploma, SoftTech IT School, Kathmandu, Nepal, Hardware assembly, Engineer troubleshoot, and management of PCs, network printers, and other client dev Installation, troubleshoot, and management of various software applications. Web Design Diploma, Nobel Institute, Kathmandu, Nepal. Bachelor of Computer Application (BCA), Madurai Kamaraj Unive Diploma in Engineering – Industrial Electronics, Maharashtra state boar Sr. technical education Hitesh Parmar Network Cisco Certified Internetwork Expert – Voice | R & S (CCIE # 27201) Engineer BCMSN 642-812 , BSCI 642-901 Cisco Certified Network Associate Sr. CCIE - Wireless Jaganmoh Chowdam Network Cisco Certified Network Associate (CCNA), Cisco Certified Network Assoc an Engineer (CCNA) – Wireless, Cisco Certified Network Professional (CCNP) – Wirele
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Primary First Last Key Title/Role Qualifications Name Name Personnel Cisco Wireless LAN Implementation Specialist (CWLIS), Certified Meraki Networking Associate (CMNA) Cisco Unified Computing Technology Field Engineer Representative (CQS) Cisco Unified Computing Technology Support Specialist, Cisco Data Center Unified Computing Support Specialist, Cisco Data Center Unified Fabric Support Specialist, 2006, Sree Vidyanikethan Eng College, Tirupati, 2002, S Junior College, OngoleNalanda Junior College, Guntur MS: Systems Engineering/1991/George Mason University, Fairfax VA, Electronics Engineering Technology /1982/DeVry Institute of Technol Chicago, IL. Cisco Certified Network Professional (CCNP) Security; Cisco Partner Recognized Security Consulting Engineer (Cisco-PRSC) Cisco Designated VIP–2013, 2014, 2015, 2016 Security & Netw Management Cisco Certified Network Associate (CCNA) Routing/Switching; Sr. Source Fire Certified Systems Engineer (SFCSE) Marvin Rhoads Network SFCSE-AMP (Advanced Malware Protection), Engineer SolarWinds Certified Professional (SCP) Palo Alto Accredited Configuration Engineer (ACE) – PAN-OS 7.0 Palo Alto PSE: Platform Associate Exam – 7.0 Palo Alto PSE: Foundation Exam – 7.0 Named a Cisco Designated VIP for a third consecutive year. Cisco has recognized 28 individuals worldwide for their contributions to the support community throughout the past year. Marvin Rhoads is one of four recognize the security area. Post Graduate Diploma in Information Technology University of Mumbai B.E. Electrical University of Mumbai Sr. Cisco Certified Internetwork Expert (CCIE) – Service Provider Nazim Khan Network Cisco Certified Internetwork Expert (CCIE) – Data Center Engineer Cisco Certified Network Associate (CCNA) Cisco Certified Network Professional (CCNP)
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Primary First Last Key Title/Role Qualifications Name Name Personnel Cisco Certified Network Associate / Professional (CCNA) (CCNP) Cisco Certified Design Associate / Professional (CCDA) CCDP) Cisco Advanced Wireless Design Specialist (CQS), Cisco Advanced Wireles Field Specialist (CQS), Cisco IP Telephony Operations Specialist, Cisco Senior Nugroho WLAN Field Engineer Hadhiman Network (Ho) Cisco Advanced Routing & Switching for Systems Engineer Engineer HP Building ProActive Networks v5.2 (HPStar), HP Routing Switch Essenti v3.0 (HPStar) HP ProCurve Security and Mobility Professional B.S. in Electronic Engineering Technology Associate Degree in Electronics & Telecommunication Engineering from IE Sr. (India), Diploma in Electronics & Communication Engineering from B.S.F. Parvesh Taneja Network Polytechnic, (India) Engineer CCIE Data Center, CCNA – Security, CCNA – Voice, JNCIA – FWV (Firewall/VPN), CCNP – Routing & Switching, CCNA Generic, National Institute of Technology, Trichy, Tamil Nadu Aug 2005 – May 2009 Electrical and Electronics Engineering Cisco Certified Internetwork Expert (CCIE) in Security 29948, Cisco Sec Sr. Security Firewall Specialist, Cisco Security VPN Specialist, Cisco Security IOS Sec Rahul Govindan Engineer Specialist, VMware vSphere: Install, Configure, Manage [V5.5], Palo Alto Accredited Configuration Engineer (ACE) – PAN-OS 7.0 Palo Alto PSE: Platform Associate Exam – 7.0 Palo Alto PSE: Foundation Exam – 7.0 Cisco Certified Internetwork Expert (CCIE) – Voice, Cisco Certified Voice Professional (CCVP), Cisco Certified Network Associate (CCNA) – Voice, Cisco Certified Network Associate (CCNA) – R&S, Cisco TelePresence Sr. Specialist, Cisco IP Telephony Design Specialist, Cisco IP Telephony Vaijanath Sonvane Network Operations Specialist, Cisco IP Telephony Express Specialist, CICSAW, Engineer CICSPW, WSFE - Web Security for Field Engineers (Borderless Network Architecture Specialization), VMware Certified Professional (VCP) Bachelor of Engineering – M.S. Bidve Engineering College, Latur, India Sr. BS Information Technology GGV, Bilaspur, India Vijay Yadav Network Cisco Certified Internetwork Expert (CCIE) Collaboration & Datacenter
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Primary First Last Key Title/Role Qualifications Name Name Personnel Engineer Cisco Rich Media Communications Specialist Cisco Unity Support Specialist Cisco IP Contact Center Express Specialist Cisco Express Collaboration Field Engineer Representative Cisco Express Collaboration System Engineer Representative v1 & 2 Cisco Unified Communications on Unified Computing System Representativ Cisco WebEx Design and Implementation Specialist Cisco Unified Communications on Unified Computing Systems Specialist Cisco Video Network Specialist Cisco Data Center Storage Networking Support Specialist Cisco Data Center UF Support Specialist Cisco Unified Fabric Technology Support Specialist Microsoft Certified Professional (MCP) Project Management Professional (PMP) AUG 2005 VMWare Certified Professional (VCP) Network Virtualization; Cisco Certified Internet Expert Sr. Systems Himmat Rathore (CCIE) Voice, Security, Service Provider, Routing and Switching, and Wirel Engineer Excelsior College: Master in Science – Cyber Security, Eiilm University: Ma of Computer Applications
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Companies are required to have the following Cisco Certifications: x Cisco Advanced Enterprise Networks Architecture Specialization; x Cisco Advanced Security Architecture Specialization; and x Cisco Advanced Data Center Architecture Specialization.
DSI Response: DSI maintains all three certification listed above. Please see our Cisco letter of Authorization provided within Tab G.
Companies must be authorized to sell and/or install the following technologies: x Enterprise Networks; x Cisco Wireless; x Collaboration and conferencing; x Unified Contact Center Enterprise; x Security; x Optical Networking; x Data Center; and x Internet of Things (IOT)
DSI Response: DSI is an authorized to sell, install, and/or maintain the following minimum City Technologies under the following corresponding Cisco Specialization notated below: City Technology Areas Corresponding Cisco Specialization Enterprise Networks; Advanced Enterprise Networks Architecture/ Master Networking Specialization pending – new Cisco Specialization pending December 2018. Cisco Wireless; Master Collaboration Specialization Collaboration and Conferencing; Master Collaboration Specialization Unified Contact Center Enterprise; Master Collaboration Specialization Security; Master Security Specialization Optical Networking; Advanced Enterprise Networks Architecture/ Master Networking Specialization pending – new Cisco Specialization pending for December 2018. Data Center; and Advanced Data Center Architecture Specialization / Master Data Center and Hybrid Cloud (New Cisco Specialization) – DSI planned certification Feb. 2019 Internet of Things (IOT) Authorized by our Specializations; Backed by our Gold Status Advanced IoT – Connected Safety and Security Specialization
Companies shall provide a single point of contact as a dedicated account representative for the City. Companies shall acknowledge any reported issues within one business day of receiving notification from the City. DSI Response: DSI will partner with the City providing a Program Support Team streamlined under the supervision of one primary point of contact (POC) to address the execution of any project. DSI’s experienced Program Support Team includes sales, program management, and engineering members that bring a Value-Add proposition directly to the City. Our staff is ready to assist: providing quick responses to any issue, Purchase Order requests, technical questions, working configuration issues and
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RFP: 269-2018-058 CISCO PRODUCTS AND SERVICE partnering with the City to provide solution support and measureable return on the City’s investment. Internal procedures insure Team member near real-time access and order monitoring to ensure quick order processing, on-time delivery and superior customer service. With standardized processes and training, if the Primary POC is unavailable, any Team Members can assist. This approach ensures continuity of services and knowledge of your environment throughout our ensuing relationship. This approach also provides the City direct support in the event that the City has issue with any Cisco product or Smart Net Services delivery, etc. In the event an issue arises, per the minimum requirements, DSI will acknowledge any issue within one business day of receiving notification from the City. DSI’s issue resolution policy is provided below.
If an issue is not resolved by the Project Team within the agreed upon time frame, The issue will be escalated based on the escalation sheet provided in this section. DSI has an escalation mechanism that follows a hierarchy defined within the escalation hierarchy section of the project management plan. There are two entry points for escalation of an issue. The escalation process is managed by the DSI Service Desk. The customer may also escalate as needed by contacting the Service Desk or Service Owner as listed in the DSI contacts to provide the necessary visibility and management attention to critical issues.
DSI Service Desk Name Role Phone Email
[email protected] System (correspondences) 24x7x365 571-707-3770 Support [email protected] (opens a help desk ticket)
Escalation Chain Process Level Contact Role Contact E-mail Address Person Number 1st Engineering Engineer/Architect 571-707-36XX To be assigned Pool nd 2 Rahul Vadera Project Manager 571-707-3638 [email protected] 3rd Pankaj Regional Manager NC 571-707-3610 Pankaj.sharma@ dsitech.com Sharma Sales 4th Director of Technical Britton Almy 571-707-3617 britton.almy@ dsitech.com Operations 5th Sr. VP Sales and Alan Bechara 571-707-3654 alan.bechara@ dsitech.com Marketing
Actual response time will be solidified in The Kick-off meeting; The response time below is general information.
9 1 hour response and 2 hour repair of network availability and performance issues during in- service hours; and
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9 2 hour response and 6 hour repair of network availability and performance issues after in- service hours.
DSI’s Executive Management team also addresses any issue that is not resolved to the satisfaction of the City or Participating Public Agency. Management Structure: As a privately held corporation, the principals, Atul Bhatia, Chief Executive Officer (CEO), and Vinu Luthra, Chief Operating Officer (COO), are both actively involved, 100%, in the day-to-day operations of the company. Atul Bhatia, CEO, oversees the financial related business operations such as accounting, purchasing and human resources. He ensures our internal business practices achieve a solid company profit while maintaining cost savings to customers and ethical accounting practices. Vinu Luthra, COO, oversees the success of DSI customer service by ensuring all DSI technology product and services contracts include a staff of sales and engineering personnel that possess above standard customer service skills and knowledge of current and emerging technologies.
In addition to our own engineers, through DSI Gold Value Added Reseller status, DSI’s reach is extended directly to Cisco for any additional engineering, or service support that may be needed including the warranty period. Your Dedicated DSI Program Support Team
DSI Team Members Wireless, Voice, Management 44670 Cape Court, Suite 100 DSI Responsibilities- Project UC, Security, Team - Key Ashburn, VA 20147 Your Success Manager LAN/WAN, Personnel Technologies, etc. Management Team DSI Pankaj Sharma North Carolina Regional 571.707.3610 Manager – Primary Point of 9 9 [email protected] Contact (POC) Rahul Vadera Project Manager – POC 571.707.3638 Backup 9 9 [email protected] Team lead Britton Almy Director of Technology 571.707.3626 Services – Escalation during 9 [email protected] Business Hours DSI Help Desk Escalation 24x7x365 [email protected] 9 571.707.3770 Roy Everett North Carolina Outside Sales 571.707.3655 Executive 9 [email protected] Maryam Aurakzai North Carolina Inside Sales 571.707.3615 Representative 9 [email protected] Technical Pool under direct supervision of DSI Program Management TBD – Per technology requirements, To be assigned from the DSI general assistance Technical Pool by Program Management based on technology, experience level 9 and availability – truncated resumes provided under this Tab.
3.4 Optional or additional Services. The City may request additional services during the term of the
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Contract. The Company shall provide formal quotes for offerings, which fall outside the scope of the Contract, such as hosting services.
DSI Response: DSI will, when requested, provide formal quotes for Cisco technologies or other IT products which may fall outside the scope of this contract. 3.5 Equipment All equipment, products and components furnished under this Contract shall be new, meet all requirements of the Specifications, operate in full compliance with these Specifications and must be procured from an authorized Cisco channel source.
DSI Response: DSI will only furnish the most current models as proposed, new, in the original manufacturer’s original shipping box, fully functional with all required licenses in full compliance with the contract specifications. DSI does not sell gray market or third party items. DSI only provides products through authorized Cisco distribution channels. DSI warrants and represents that all Cisco equipment sold to the City is eligible for the manufacturer’s normal and extended warranty and support within the United States to Authorized Users. 3.6 Quantities. Participating Public Agencies reserve the right to purchase according to actual need and do not guarantee quantities. Multiple orders will be placed on an as needed basis during the term of the Contract.
DSI Response: DSI will work with Participating Public Agencies authorized under the Charlotte Cooperative Procurement Alliance (CCPA). DSI understands the terms and conditions of a resultant contract, and that quantities are not guaranteed. DSI internal structure and processes are designed and developed to support Multiple Orders. The DSI Dedicated Project Management Team assigned by region will work with the Participating Public Agency to establish the requirements or respond as needed to a Statement of Work. DSI uses the same system for both Product and/or Services processing, Quotes and Orders. Order Receipt Customer Places Task Order (TO) Request (Request for Quote (RFQ, Staffing Request) Through Web, Mail, Fax, Email or Phone- Day 1 When an order is received, the DSI’s Dedicated Program Support Team, automatically enters the order into our SAGE Customer Relationship Management (CRM) tracking system. DSI uses in-house software that tracks and escalates every call and order that comes into our office whether it is received by mail, online, or even Fax. TO Entered Into System - Day 1 TO Checked for Accuracy, Converted to Order - Day 1 Order routed to in-house recruiting for resumes. If Product Stock Item, Pulled from Warehouse – Day 1-2 Resumes delivered to PM; Stocked Products Shipped by Freight Carrier – Day 1-2 Internal resume reviews, review of DSI staffing, and initial contact with potential candidates; Shipped products/Item Invoiced – Day 1-2 TO routed to subcontractor –if no DSI candidate – Day 1-2 Resume/TO Response to Customer – Day 2-5 (not to exceed 10 days), Product/Items Delivered to Customer (1-3 days) – (standard product delivery is generally 30 days, ARO)
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DSI Program Team will work with the customer, for resume reviews, interviews, etc. as requested or required. Once a resume receives preliminary approval from the customer, and preliminary offer letter signed, the background check will proceed. Background Checks, drug testing, etc., are under the purview of DSI Human Resources. Once HR approval in place, The DSI Program Manager will coordinate with the customer. Qualified customer Approved Candidate(s) generally on-site within 15 days of approval. Projects (where both product and services are required– turnkey) follow agreed upon implementation project plan.
Order Processing and Routing
Standard Delivery Processing for Products* (See Pricing Summary Products)
Order Tracking Upon receipt of an order or quote request, participants will receive a confirmation number for follow-up inquiries, along with the expected/anticipated delivery date. In addition, customers may call their Dedicated Account Team who can follow up on the status of the order or quote and the expected delivery date at any time during the process. This information can be generated via email, fax, mail, phone or other medium. Appropriate prices, fees, delivery methods, options, etc., will be listed in the quote.
Order Aggregation and Inventory Management: Upon contract negotiations, DSI and the contract user can determine the order quantity amount that would qualify an item for being a frequently ordered item. For products that reach the frequently ordered status, DSI will keep additional products in stock to allow
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RFP: 269-2018-058 CISCO PRODUCTS AND SERVICE for a faster delivery from the time an order is processed. To help us fill orders quickly, DSI’ online system provides instant availability at several distributors. In addition to availability, we are also able to view items already on order. Generally, items are drop-shipped to the customer directly from the manufacturer or distribution warehouse to avoid delay. DSI will order from the location which has the items in stock and at a warehouse closest to the Customer’s requested delivery location.
Notification of Delay in Delivery: DSI will notify the ordering agency by sending a “Delay in Delivery” email as soon as possible of any deviation from the original scheduled delivery date. If for any reason the whole order cannot be delivered as scheduled, the “Delay in Delivery” will show the items ordered, the expected delivery dates, and information on equivalent items that are available. The Customer will have the option to choose whether to wait, ship and pay for partial items, have us ship equivalent items, or cancel the order. The Customer will be notified if the likely delivery date changes on any item.
Substitution: If for any reason an item is discontinued or a technical resource is unavailable, DSI will inform the ordering agency or Customer within 1 - 2 days of receiving a purchase order. DSI will not substitute or replace products or technical resources on contract without the written approval of the Procurement Officer. DSI will submit a “Change Order Request” for any request for substitution or replacement. DSI will include the reason, all substitution/replacement product documentation, literature, resume, etc., as required by the solicitation, and the cost implication, if any.
Order Escalation: The Account Support Team Leaders generates open order, backorder reports, and open quote reports daily to ensure any issues are spotted and handled right away. Once the review is completed all necessary action is taken to get the order to the Customer on time. DSI will inform the Customer every step of the way to ensure their order is delivered when they expect it. At any time a Customer can request their order be escalated. DSI makes every effort to deliver all items as soon as possible. Should an item be constrained from the manufacturer, DSI will work with our local product reps to get the product allocated.
Customer Service and Inquiry Support Mr. Pankaj Sharma, Mr. Rahul Vadera, and the Program Team will ensure that all needs and requirements are met utilizing DSI supporting departments as outlined in the organizations chart and described within. The Dedicated Program Team (Support Team) will process orders, provide advance notice of upcoming product changes, provide pre-sales support of “optional” products, coordinate delivery with manufacturers, as well as provide post-sales support of all delivered and installed products. Additionally corporate staff will serve as backups to perform installation, training, and repair as needed to meet the City’s or Participating Public Agency’s needs.
Sales Team representatives are available 8:00 am – 5:00 pm Eastern Time, Monday – Friday, excluding holidays. Escalation is available 24x7x365 through the DSI NOC Help Desk.
Shipping (including Express Shipping) Delivery Instructions by Purchaser Montgomery College will specify required delivery instructions in the Staffing Request, Task Order (TO), or Purchase Order (PO). At the time of PO receipt, DSI Support Team will inform the customer of the estimated delivery timeframe. When the order is placed and confirmed, DSI will again inform the customer of the estimated delivery time frame and make every attempt to deliver prior to the date agreed upon if acceptable.
Problem Correction DSI emphasizes the use of problem correction to determine the actual cause of non-conformances or any issue with our employee (per our contract terms and conditions including customer complaints,
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RFP: 269-2018-058 CISCO PRODUCTS AND SERVICE nonconforming products, and nonconforming processes) to prevent their recurrence in the following ways:
DSI will addressed personnel issues within 24 hours of notification by the customer Effective handling of customer complaints and reports of product nonconformity or Investigation of the root cause of nonconformity relating to product, process, and recording the results of the investigation Corrective Actions are recorded on Corrective Action Requests (CARs) Determination of the corrective action needed to eliminate the cause of nonconformity Application of controls to ensure that corrective action is taken and that it is effective.
All problems/issues will be addressed by the Program Support Team. Any issue not resolved to your satisfaction will be escalated.
Order Turnaround time The following are two examples of how DSI uses the SAGE CRM system to track and escalate orders and requests. See “Order processing and routing” above for specific steps and days to process orders from start to finish.
The Program Support Team Call Escalation Procedures for Order Entry x 3 hours for Program Support Team Lead POC (2 hours for any team member assigned) x 6 hours for Contract Administrator x 9 hours for COO x 12 hours for CEO x Total hours: 12
Note: The Program Support Team lead (POC) will have 3 hours to close the ticket. They can assign this ticket to anyone in their group. They will receive a notification on the 2rdhour. Assigned person will have 2 hours to finish the ticket. Contract Administrator will receive the ticket (escalation) on the 6th hour, COO on 9th and CEO on 12th.
Program Support Team Call Escalation Procedures for Quotes x 3 hours for Program Support Team Lead POC (.5 hours for any team member assigned) x 4 hours for Contract Administrator x 9 hours for COO x 12 hours for CEO x Total hours: 12
Summary While availability issues come up due to many factors, DSI has procedures in place to ensure delivery requirements are met or exceeded. Our primary goal is going beyond to meet the needs and goals of our customers no matter how small or large their orders are. DSI intends to continue to perform according to proper business principles and ethics, in effect offering the best value to our Customers.
In addition to our standard operating procedure as touched on above, DSI will work with the City to customize reporting containing the status for all orders, confirmation of delivery, invoice structure, etc., as requested. When product orders are shipped, the invoice is mailed as confirmation unless other forms of confirmation are requested on orders. Staffing invoices will also include approved timesheets for example. Terms are generally Net 30, ARO. All reporting requirements as maybe required to support the execution and quality delivery of service requirements, etc., will be addressed during the Kick-off meeting.
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3.7 Environmental Purchasing Requirements The City promotes the practice of Environmentally Preferable Purchasing (EPP) in acquiring products or services. Companies must provide certification of environmental standards and other environmental claims, such as recycled content and emissions data or a formal statement signed by a senior company official. Applicable EPP attributes that may be taken into consideration as environmental criterion include the following: x Recycled content packaging Reduced Packaging x Energy efficiency x Life Cycle Management x End of life management Companies able to supply products or services containing any of the applicable environmentally preferable attributes that meet performance requirements are encouraged to offer them in the Proposal in Section 6, Form 9.
DSI Response: Cisco Systems, Inc., as is DSI, are Socially responsible Corporations committed to minimizing the waste output of its operations, products and packaging. DSI has addressed Cisco’s participation in Environmental programs and its view point on Energy efficiency under Tab J, Section 6, Form 9. 3.8 Reporting Requirements 3.8.1 CCPA Quarterly Reports. A quarterly usage report must be supplied electronically to Procurement Management no later than the 30th day of January, April, July, and October. Reports must be designed in such a manner that the information captured on the purchase request shall also be reflected in the quarterly report. The report shall clearly identify all items purchased by the City/Participating Public Agency, purchase order number, purchase order date, category name, Product description and part/product number, quantity, list price, percentage discount, unit price, and extended price for all Products and Services purchased under the Contract.
DSI Response: DSI understands the reporting requirements and schedule. DSI generates reports from its SAGE 300 Premium software that clearly identify all data fields listed above. Once the report is generated, a physical review of the report by Sales Managers is conducted prior to submission. In addition to operational activities, SAGE 300 services our internal accounting. The following is a list of the various modules of the software relative to performance of work: System Manager; General Ledger; Accounts Receivable; Accounts Payable; Inventory Control; Order Entry; Purchase Orders; Project Accounting; Payroll; EFT Direct Deposit; Job Cost; Customer Connect; Production Entry; Work Orders; Shop Control; Serial Control; Lot Control; Bills of Materials; Bills of Lading; Multicurrency;
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Customization Manager. 3.8.2 Environmental Reporting. The Company shall provide quarterly reports on all Products and Services purchased by the City or any other requesting Participating Public Agency on any item with an environmental element as described above. DSI Response: DSI will provide quarterly reports on all products and service as requested by the City or Participating Public Agency. Following award, DSI will work with the City on the reporting format to ensure proper data metrics are collected.
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TAB C – Section 6, Form 2, Addenda Receipt Confirmation
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Tab D – Section 6, Form 3, Proposal Submission Form
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TAB E – Section 6, Form 4, Pricing Worksheet
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TAB F – Section 6, Form 5, MWSBE Utilization
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TAB G – Section 6, Form 6, Background and Experience
Responses to all questions start on the following page.
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Question 4: Cisco Product and Services Projects Undertaken – Last Two years
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Question 8: Organization Chart
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Question 9: Cisco Letter of Authorization
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TAB H – Section 6, Form 7, References
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TAB I – Section 6, Form 8, Additional Company Response
DSI is not providing a response to Cloud based services at this time.
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TAB J – Section 6, Form 9, Environmental Purchasing Responses
Responses to all questions start on the following page.
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TAB K – Section 6, Form 10, CCPA Plan
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The Company must agree to receive orders from the City and all Participating Public Agencies and to provide all Products and Services ordered to a specified City and Participating Public Agency address.
DSI Response: Yes, DSI will accept order from the City and Participating Public Agencies for the products and serviced offered within the scope of the contract, or as may be required.
1. Describe your company’s ability to provide the Services to any Participating Public Agencies in the contiguous forty-eight (48) states and the ability to deliver the Services in Alaska and Hawaii.
DSI Response: DSI has the ability to provide services to all 50 states both CONUS and OCONUS. Dependent on the services scope of work, DSI has established full program teams augmented by local certified MWSBEs. This approach ensures the level of customer service, oversight, and continuity required to deliver a quality service across the United States. Where it is not cost effective for DSI to directly provide support services, DSI will subcontract the services with a certified MWSBA qualified with the required IT certifications and specializations to complete the services under our Program Management. DSI is currently providing services to State, Local and Educational customers in Florida, Georgia, Maryland, North Carolina, South Carolina, Texas, and Virginia.
2. Address if your company has a national sales force dealer network or distributor with the ability to serve Participating Public Agencies in all fifty (50) states.
DSI Response: DSI’s reach extends to Participating Public Agencies located in all fifty states though our distributor and manufacturer’s network.
3. How will you monitor and report all spend under the Contract to the City for auditing purposes?
DSI Response: DSI understands the City’s Reporting Procedures. DISYS uses SAGE 300 ERP by Sage Software for our internal accounting and operational activities. The following is a list of the various modules of the software relative to performance of work as a contractor for the City.
System Manager; General Ledger; Accounts Receivable; Accounts Payable; Inventory Control; Order Entry; Purchase Orders; Project Accounting; Payroll; EFT Direct Deposit; Job Cost; Customer Connect; Production Entry; Work Orders; Shop Control; Serial Control; Lot Control; Bills of Materials; Bills of Lading; Multicurrency; Customization Manager
SAGE 300 ERP accounting software allows us to perform document tracking for each of our contracts and allows us to tailor our reports based on agency needs. DSI has the capability to print almost any type of report using data created from SAGE 300 ERP, including the reports required by The City. All reports will be generated in accordance with the agreed upon electronic formats and within the required timeframes as specified in the RFP.
SAGE 300 ERP technology delivers sophisticated multilevel drill-down functionality. DSI can display data in any order and customize it to produce unlimited report data. For security of the data the software allows us to assign permissions and security codes. SAGE 300 ERP delivers time-tested accounting functionality that ensures high-level audit control. The following screen shots show various fields which can be queried to produce reports.
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Maintaining Records DSI currently keeps accurate records both in soft and hard copy formats for audit purposes in compliance with contract requirements (For example, the USAC E-rate Program is ten year retention requirement.). In addition, for government agencies that may request information on past transactions DISYS must keep proper records for financial auditing as required by law and for the health of our business. The City or Participating Public Agency has the right to audit books as required to ensure accuracy of data provided.
DSI currently generates several reports for our various contracts including but not limited to, reports to track minority participation, sales by brand, and sales by agency. DSI accomplishes this by assigning key fields to each account and product code generated, as well as tagging each order with specific contract tags. By doing this we are able to generate reports by many different criteria.
Timeliness of Reports On the 1st day of each month or as soon as the previous month has closed out, a designated staff member runs through a documented list of reports which must be generated for each agency contract. The respective reports are then forward to the Sales Director, for review. Once all reports are approved following a multistep review process, the approved report is then forward to the appropriate agency contact via the required contract method (e-mail, fax, mail, portal upload, etc.).
Types of Reports Metric Report – Report of various performance metrics - Fill Rate Accuracy Metric (expressed as percentage of orders that were completely filled as ordered) - Invoice Accuracy Metric (expressed as percentage of invoices that were prepared correctly and matched to order) - Average Order Time (the average time to book, ship and receive order) - Average Backorder Time (the average time an item is on backorder) - Average Backorder Size (the average # of items on backorder)
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- Customer Satisfaction (level of customer service satisfaction experience) - Customer Service Calls Return Time - List of Discontinued Items
Sales Report – Report of hardware/software sales - Contract Number - Customer Number - Agency Name - Purchase Date - Purchase Order # - Invoice Date - Invoice # - Manufacturer Name - Manufacturer Part # - Product Description - Serial Number - Subcategory Type (Cables, Monitors, PDAs) - Supplier Part # (if different) - Unit of Measure (Each, Lot) - Quantity of Measure - Quantity Purchased - Price Index Type (MSRP, DISYS Catalog) - List (Index) Price per Unit - Discount - Purchase Price Per Unit - Extended Price - Ship To Name - Ship To Street Address - Ship To City - Ship To State - Ship To Zip Code
IT Services Supplier Reporting – Report of Consultant placements - Invoice Date - Invoice # - Purchase Order Date - Purchase Order # - Agency Name - Contractor Title and Level (Programmer-Analyst 1) - Contractor Category (Applications) - First Name of Contracted Personnel - Last Name of Contracted Personnel - Employee Company (if subcontracted) - # Hours Worked For This Month - Cumulative # Hours Worked From Beginning of Each Fiscal Year - Employee Pay Rate (Hourly) - Contractor Mark-Up % - Overall Bill Rate (Hourly) - Invoiced Amount – Current Month - Cumulative Invoiced Amount From Beginning of Each Fiscal Year - Start Date
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- End Date (if applicable)
MBE Reports – Report of Minority Subcontracting - Account number - Name of department / agency / institution - Vendor Name - FEIN - MBE status - Spend from account with Contractor
The City will post all awarded Contracts on the CCPA website along with the vendor contact information. Please address the following accordingly: 1. Will your company allow the City to utilize your organization’s logo on the CCPA website?
DSI Response: Yes, DSI will allow the City to post its logo on the CCPA website.
2. Will your company be willing to advertise the CCPA logo and website on your organization’s website?
DSI Response: Yes, DSI will be willing to advertise the CCPA logo and website on DSI’s website.
3. How do you plan to market the Contract to other Participating Public Agencies?
DSI Response: Marketing/Business Plan Prior to the start of the new contract, we believe it is essential to arrange a kick-off meeting with the relevant representatives before or within 30 days of contract award to discuss content, procedures, and specific requirements of the Contract. As a prior contract holder, it is essential that we review and identify changes in the new contract, and areas where we need to improve. DSI will identify, improve and/or implement new or improved processes and roles to ensure success with a clear understanding going forward of the City’s current priorities and goals.
Marketing the Master Agreement to Other CCPA Members DSI will aggressively advertise pricing and other value added contract benefits to all agencies. This includes e-mail blasts, tradeshows, outbound sales calls, on-site visits and flyer mailers that promote our Cisco abilities, show our value-added proposition, and market the Master Agreement’s merits to CCPA membership. In 2018, DSI attended over 20 tradeshows in various locations including NC, VA, GA, MD and TX with representative attendance of other states, local governments, school districts, and higher education institutions in the United States of America, and other government agencies and nonprofit organizations.
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DSI already has an established relationship with numerous government and education customers in multiple States through our many contract vehicles. DSI’s sales team will market Cisco products to these existing customers. In addition, each Sales Team Member will be provided a list of potential targets within the state. It will be the responsibility of each Sales Team Member to determine the size of that particular entities purchase ability and rank these according to size. Their goal will then be to ensure the account is aware of all the products, pricing, and services available to them. Within our staff, each individual will contact and meet with their assigned accounts. In addition, the top twenty customers will be visited often by the DSI.
DSI will focus on identified clients who have not purchased the products provided by DSI in this contract, or have old versions of products being offered. The goal then is to offer a cost efficient upgrade of their existing equipment (by use of trade-in programs. etc.), or to switch to products because of their low total cost of ownership, excellent warranties, awards, and trade-in programs.
DSI Sales and Contract Team to contact Cisco Representative to develop special promotions, meet with customers, discuss training and technology needs, and obtain knowledge about competitor contracts and discuss ways Cisco can help promote the contract to customers within the areas they call upon.
DSI will obtain the most current contact list of eligible City of Charlotte Customers. Begin “phone Campaign Plan” to introduce company, verify proper agency contacts, provide contract benefits, and discuss ways we can assist. Information acquired through this interaction will be used in the research step that follows. Detailed customer information is recorded in our database and includes average computer/IT spending, current and or future IT requirements, current issues, and garner their willingness to use this Master Agreement.
From the information gathered, DSI will prepare an “Onsite Visit Campaign” starting with the largest estimated sales value or an agency with an immediate requirement.
DSI has developed a general marketing plan for our National and Statewide contracts. The plan is of a general nature and will focus on how to gain relationships quickly and in an orderly fashion. Specific products and services will be discussed upon award. Among these will be how DSI will gain recognition and the major market share of the opportunities available in the territory. Amore specific plan can be tailored to meet the required of this program.
Contract Marketing Plan Timeline Marketing Efforts for Award + 4 week: Bid/Contract Department x Copy Contract for Administrative File and Sales Department. x Highlight Specific terms and conditions from RFP, proposal response, and contract. Meet with Sales Director to discuss. x Schedule Meeting with Sales, Administrative, and Technical Departments to discuss contract requirements. x Schedule Meeting with Administrative Departments to discuss contract requirements and personnel issues. x Assign Contract Page and Contract Pricing Info to Tech Department for web posting.
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Administrative Departments x Hire additional staff and/or re-assign specific Sales Staff if needed. x Provide Receptionist with information on Sales Staff responsibilities. x Provide Accounting with reporting and invoicing requirements.
Marketing Efforts x Marketing Department to create flyer for email. x National Accounts Manager to request email or mail addresses of customers to send flyers with contract info to include online support info. x Marketing Department to create catalog containing contacts, policies, and pricing. Submit to Tech Department for posting.
Sales Department x Dedicated Sales Staff to call customers as well as other current local contracts and introduce company and contract opportunity.
Technical Department x Create customized web page for customers to include hot links to agencies, manufacturer sites, online store, and contract details. x National technical personnel will be provided with contract requirements such as technical support, warranty offering, fee-based services and participant locations.
Marketing Efforts for Award + 8 weeks: Sales Department – Sales and Marketing Staff to implement the following Action, Research, and Promotion Agendas from the Marketing Plan:
ACTION Agenda DSI has separate Dedicated Sales Teams (3 personnel minimum on each team), one of which will be assigned to CCPA contract. The Sales Team Leader will be required to develop marketing plans consistent with the DSI Marketing Plan format but taking into account their individual States and territories.
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Contact manufacturer and products Account Representatives in each area to develop special promotions, meet with participants, discuss training and technology needs, and obtain knowledge about competitor contracts as well as discuss ways they can help promote the Master Agreement to customers in their area they call upon. This will put more feet on the street pushing both current participants and prospective agencies.
Begin Phone Campaign Plan to introduce company, verify proper agency contacts, provide contract benefits, and discuss ways we can assist them. A major part of this action is also to record information, which will be used in the research step later. Detailed customer information will be recorded and logged in a database. Important types of information will include their average computer spending, major brands purchased, buying quarter and if they purchase all applicable products from the Master Agreement and why they don’t.
Prepare Onsite Visit Campaign. Initially both government and education agencies with the largest sales will be contacted for on-site visits. Once visits are completed then each participating agency in geographic order will be personally contacted.
RESEARCH Agenda Each team will review the research provided during the phone and onsite visits and determine a course of action for any items that may need addressing. For example DSI would research the reasons customers do not buy all their items off the Master Agreement. This information will allow DSI to ensure it takes steps to resolve any reasons a participant would not want to purchase from the Master Agreement.
Current DSI contracts will be reviewed and a campaign to contact each contracting agency will be implemented. This campaign will involve informing these agencies of our purchasing contracts, and discussing ways they can participate.
Research will need to be conducted to determine what areas have Trade-Shows we can attend and their frequency, what means of communication customers prefer based on their area, and what type of laws prevent advertising and promotions.
PROMOTION Agenda DSI will develop campaigns that will visually advertise the new Master Agreement, show promotion, highlight value-added tools, and provide information on how to use the resources provided by DSI. These campaigns will include email blasts, mailers, and trade organization advertising.
DSI will develop various promotions for participants to take advantage of. These will be advertised using email blasts, in our online store promotions corner, on the dedicated contract website, and as a pop-up when participants log in to DSI online.
To keep current Master Agreement participants and gain new ones DSI will aggressively advertise pricing as well as value added benefits. This type of advertisement will show the contract benefits such as pricing, delivery schedule, and free support offerings in comparison to
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RFP: 269-2018-058 CISCO PRODUCTS AND SERVICE other contracts and brands. This type of promotion is effective for DSI as well as Cisco because we will constantly be evaluating what offerings need to be increased to keep and gain participants. DSI will also advertise promotions, trade-shows, training and other offers.
Marketing Efforts- for Contract Life: Access to New Technology DSI has procedures in place that allow us to provide access to new technology through loaned demonstration equipment, innovative pilot projects, beta testing projects, grant programs such as E-Rate, manufacture direct sponsored grants, give-away programs, and other creative means. The dedicated Sales Team will be the point of contact for any agency requests.
Information Regarding New Products Utilizing our large customer database, DSI sends invitations via email and direct mail to customers regarding upcoming Manufacturer “New Product Preview” as well as Technology Exhibits held nationally. DSI attends/sponsors an average of one show every two months. DSI has been very active in allowing functional communication of new product releases to the education community. DSI will continue to attend trade shows in areas where customer accounts are located.
Technical Product Information Our Outside Sales Representative is able to perform training sessions along with a representative from the Manufacturer. It is in our best interest as a company to provide such things as technical information and briefs on all products offered, via area workshops, mini-training sessions, or presentations to provide valuable technical information for “buy” decisions.
Notification of Withdrawal of Support/End-of-Life Options DSI Sales Staff is required re-certify in all the major brand product lines every 6 months. DSI Management and Owners ensure that DSI sales and technical staff are fully certified and current on knowledge of Cisco’s product line.
DSI has a Promotions Department who is responsible for ensuring that all of the information communicated in these newsletters is forwarded to the DSI Operational Departments. Information is sent to the Sales Department (whom normally has already received the newsletter from the manufacturer), so they will be able to inform their customers. Information is also sent to the Marketing Department so email blasts can be sent out to customers in our database. In this way all of our current customers are informed of changes in product availability and “trade-in” or “trade-up” of existing equipment promotions. Product information regarding “end-of-life” projections for product-lines is communicated to avoid delay in customer orders.
Documentation In addition to documentation available online, DSI will provide a supply of descriptive literature to agencies considering purchase of any contract equipment. This descriptive literature will include the glossy, marketing type literature, as well as product brochures, CD tutorials and product configurations. The Outside Sales Reps assigned to call on customers will bring product updates with them on visits. All product shipped will include standard product manuals or CD based documentation, which, if missing, may also be obtained through the Sales Team.
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DSI will promote Cisco products to current customers using the following steps from Action Agenda Section of our Marketing Plan. These steps are also used in the process to convince prospective agencies to purchase Cisco products from DSI. Also refer to the detailed information already provided above.
Step 1: Identify all possible customers of Cisco products – establish list of customers and have outside sales reps meet with customers personally on site.
Step 2: Establish Rapport with Customer – Via onsite visits and phone campaigns. The goal will be to discuss what the customer wants to achieve from a purchasing prospective.
Step 3: Determine Customer Objective and Situational Factors - Focus on what the customer wants to achieve and those factors in the environment that will influence these results.
Step 4: Develop a Customer Action Plan – by making sure that we can achieve what the customer wants.
Step 5: Obtaining Customer Commitment – By agreeing that the customer will purchase Cisco products from DSI.
Contacting Agencies by Territory DSI Sales Staff performs the following minimum functions related to contacting customers: Each inside sales person must make contact with a minimum of 10 customers each day for proactive sales calls. They are required to learn about individual profiles of each in order to help suggest products that will fit into their environment. Try to determine sales opportunities for new projects or replacement projects. Status of customers’ warranty and services should be reviewed with each customer. A list of territories and contacts to make must be kept current.
Follow up on all sales quotes and carry out analysis for better results and profitability. It is important to find out why a customer decided not to purchase the products and services they were looking for from DSI.
Our Outside Sales representatives are target 16 appointments every week. The Outside Sales Reps must go through the complete list of accounts to see the accounts that they have not visited. They should strike a good balance between visits to major accounts and smaller/new accounts. Inside sales representatives are called upon to help in setting appointments for the Outside Sales Representatives.
Current DSI Contracts In order to keep current customers and gain new ones, DSI will aggressively advertise pricing. DSI advertising will include email blasts, trade shows, outbound sales calls, on-site visits, and flyer mailings that will show the value added items in place and what other contracts have. This type of promotion is effective for DSI as well as Cisco because we will constantly be evaluating where the prices need to be to keep and gain customers.
DSI currently holds multiple statewide contracts in multiple states. Part of the Research Agenda Section of DSI’ Marketing Plan will be to contact each of the contracting agencies and participating contract agencies to inform them of the benefits to purchasing IT Hardware and
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Software products from DSI. DSI will emphasize the cost-saving via the extra services and support customers receive.
New Business Development Developing new business leads to offer government and education agencies the benefits of purchasing IT Hardware and Software products for all their technology purchasing needs will involve a lot of research. Exactly where the sales and marketing staff will focus their energy will be spelled out in the Research Agenda of the Marketing Plan.
A major part of this research will be to first record the contract vehicles used to purchase IT Products. At a minimum the information to be recorded will be the prospective new customer name, their website link, purchasing contact info, technology department contact info, IT budget for the year, and what means they currently use to purchase products.
Marketing Tools Within the first quarter, to develop product awareness and leads we plan mailing two or more flyers each month to potential users. Additionally, we will blanket the purchasing sites with fax broadcasts to increase our joint name recognition, product and contract awareness and to stimulate immediate sales. We will also plan strategic e-mail announcements of products and opportunities. DSI current database holds over 10,000 Procurement and IT Professional Customers including 100s in the state of North Carolina.
DSI has been successful in many State territories by utilizing flyers for special products or promotions. We intend to utilize direct mail pieces to announce the contract as well as follow up monthly highlighting special offerings or products.
DSI will approach the initial marketing efforts using a mix of: flyers, fax broadcasts, e-mail blasts, person to person outside sales, inside sales, telemarketing, and trade shows. As additional support in developing product awareness and leads, we plan to establish a routine attendance at various trade and or location shows. These will highlight product demonstrations and incentive give a-ways to assist in opportunity development and awareness.
In addition to direct efforts, DSI has established a web presence that will highlight the contract and allow investigation of the products, company contact and purchasing from the web.
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TAB L – Section 6, Form 11, Certification…
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TAB M – Section 6, Form 12, Byrd Anti-Lobbying Certification
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TAB N – Exceptions
4.14 Exceptions to the RFP Exceptions must be submitted in accordance with Section 1.6.12 of this RFP. If exceptions are not identified in your Proposal they may not be considered during Contract negotiation and could result in Proposal being rejected from further consideration. If legal counsel needs to review the Sample City Contract prior to signature, reviews must be completed before your Proposal is submitted. The City intends to enter into a City-drafted Contract with the successful Company that contains the terms and conditions set forth in Exhibit A (“Sample Terms”). The number and extent of any exceptions and proposed additions to the Sample Terms will be one of the City’s evaluation criteria. Accordingly, each Company must state specifically in its Proposal any exceptions to the Sample Terms, or any such exceptions will be waived. Any Company-proposed additional terms or conditions must also be included in the Proposal, and the City reserves the right to refuse consideration of any terms not so included. Any proposed changes to the Sample Terms after tentative contract award may constitute a material change to the Company’s Proposal and be grounds for revoking the award. Notwithstanding the foregoing, the City reserves the right to modify the Sample Terms prior to or during contract negotiations if it is in the City’s best interest to do so. 5.6 Acceptance of the Terms of the Contract. The City will evaluate the Proposals for compliance with the terms, conditions, requirements, and specifications stated in this RFP including the sample contract language provided in Exhibit A. Regardless of exceptions taken, Companies shall provide pricing based on the requirements and terms set forth in this RFP. Exceptions shall be identified in accordance with Sections 1.6.12 and 4.1.4 of this RFP. DSI does not take any exceptions to the terms and conditions of a resultant contract.
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Tab O – Supplemental Material
You may include brochures and literature for any of the components of your proposed solution as attachments. No supplemental material has been included.
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