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Request for Contracted Services.Net/SQL Programmer Worksystems Inc. is seeking qualified and experienced.net/sql Programmer to be available for planned system development. Released March 25, 2013

Table of Contents Part I: Introduction... 2 Part II: Background & Contract Service Requirements... 2 Part III: Funding Limitations and Contracting Requirements... 3 Part IV: Award Period & Available Funding... 4 Part V: Submission Content... 4 Part VI: Qualifications as an Independent Contractor... 5 Part VII: Review Process... 6 Part VIII: Questions & Submission Requirements... 6 Part IX: Award Notification & Appeal Process... 6 Part X: Additional Provisions and Disclaimers... 7 Part I: Introduction Worksystems, Inc. (WSI) is a non-profit agency that supports economic growth in the City of Portland, Multnomah and Washington counties by pursuing and investing resources to improve the quality of the workforce. We design and coordinate workforce development programs and services delivered through a network of partners to help people get the skills, training and education they need to go to work or to advance in their careers. Our partners include employers, labor groups, government, community colleges, high schools, community-based and economic development organizations. Since 1998, WSI has invested nearly $300 million in our community. Part II: Background & Contract Service Requirements WSI operates an integrated web-based information management system, I-Trac, designed to provide multi-fund data collection and management capability efficiently and securely. I-Trac, WorkSource Oregon MIS, www.worksourceportlandmetro.org, the Career Planner and the Prosperity Planner collectively make up the integrated customer information management system. Elements of the system are used by WSI solely, and its counterparts statewide. These workforce regions collectively serve upwards of 100,000 of Oregon s WorkSource customers and staff at home, over the Internet and in WorkSource Centers. I-Trac is used to: P a g e 2

Provide WorkSource customers with access to web and Center-based resources. Track customers through registration, basic services, skills assessment, skills training and employment. Track funding and eligibility under federal, state and local programs including Workforce Investment Act (WIA) Adult and Dislocated Workers, WIA Youth, National Emergency and Layoff Assistance grants, Rapid Response services, and myriad other Federal, State and locally funded grants. Deliver reports that support communication, decision making, performance management, program management and customer management Worksystems is seeking a contract.net/sql Programmer to be available for planned new system development. The selected contractor will work primarily on the I-Trac, www.worksourceportlandmetro.org and www.prosperityplanner.org web based.net applications. WSI has a variety of IT development needs over the course of a program year. The selected contractor will provide the required development services based work orders that describe the scope of the development and define an associated timeline for completion of the project. Part III: Funding Limitations and Contracting Requirements Federal funds are used to pay for these contracted services. WSI will not contract with an organization under Federal debarment (29 CFR Part 98). Additionally, no expense reimbursements will be approved or paid, including travel expenses. The selected contractor will access WSI systems by authenticating through a VPN managed by WSI and will be required to follow data security and confidentiality requirements outlined in the professional services agreement including: Breach Notification Social Security Number Use Confidentiality Ownership Covenants of Non-Disclosure and Non-Use Return of Confidential Information Remedies; Equitable Relief A sample agreement is posted with this solicitation; it is the agreement that WSI and the selected contractor will enter into. P a g e 3

Part IV: Award Period & Available Funding This solicitation and contractor selection will be awarded for the program year 2013 (PY13) which runs July 1, 2013 through June 30, 2014. Up to four extensions will be available (through PY18) for subsequent program years at WSI s sole discretion. Contractor s performance will be a factor considered in agreement extension, as will funding availability. Over this five year period WSI anticipates the contractor budget to be in the $250,000 to $400,000 range, depending on the scope of projects and system requirements. Part V: Submission Content Please submit a narrative (no more than five (5) pages) which describes: Qualifications that demonstrate expertise in the following skill sets:.net/sql custom applications architecture and design C# programming SQL Server SQL programming of stored procedures, views, queries, programming and optimization Web HTML/SHTML/DHTML/CSS programming Ability to meet the following requirements: Demonstrate experience and ability to efficiently and effectively deliver the services Demonstrate experience bringing project deliverables in on time and in budget Demonstrate effective communication and collaboration techniques Be willing and able to collaborate with other vendors Utilize and build upon existing technology Demonstrate the ability to prototype systems and methods The submission must also include the following information which is not included in the five (5) page limitation: Cover Page signed by an individual authorized to represent the organization, to act on its behalf and to legally bind it in all matters related to the RFP Job titles, years experience, certifications and resumes of key staff proposed to work on this contract Sample work, including time and cost Two professional references Per hour rate proposed for year 1 and projected rates for contract years 2-5 with a detailed schedule outlining how rates were determined Project-based cost examples; including examples of project tracking and billing P a g e 4

Part VI: Qualifications as an Independent Contractor As part of the contracting process WSI, the Contractor is required to represent and warrant to WSI that he/she is customarily engaged in an independently established business providing the same or similar services to the services he/she will provide to WSI; that Contractor holds himself/herself out to the public as being engaged in an independently established business; and that the Contractor is responsible for maintaining all state and federally-required licenses for the operation of such business. An independent contractor is not an agent or employee of WSI and in performing his/her duties and fulfilling his/her obligations shall be free from direction and control over the means and manner of providing such Services, subject only to the right of WSI to specify the desired results. An independent contractor must meet three or more of the following criteria and also otherwise qualify as an Independent Contractor under all applicable federal and state laws: AND The Contractor must maintain a business location: (A) that is separate from the business or work location of WSI; or (B) that is in a portion their residence that is primarily used for the business; The Contractor must bear the risk of loss related to the business as shown by factors such as: (A) entering into fixed-price contracts; (B) correction of defective work is required; (C) warrants the services provided; or (D) has purchased liability insurance; The Contractor must provide contracted services for two or more different persons, organizations, and or companies within a 12-month period, or routinely engage in business advertising, solicitation or other marketing efforts reasonably calculated to obtain new contracts to provide similar services; The Contractor must make a significant investment in the business, through means such as: (A) purchasing tools or equipment necessary to provide the services; (B) paying for the premises or facilities where the services are provided; or (C) paying for licenses, certificates or specialized training required to provide the services; or (e) having the authority to hire other persons to provide or to assist in providing the services and have the authority to fire those persons. The Contractor must otherwise qualify as an independent contractor under all applicable federal and state laws. Please note these are the minimum requirements and that this list is not comprehensive. All relevant factors are considered in determining independent contractor qualifications. P a g e 5

Part VII: Review Process Submissions will be evaluated by a review panel based on a scoring matrix using the elements described in Part V and previous performance information. The review panel s recommendation will be provided to the Director, Information Systems, who will make the final decision. The recommendation and selection will be based on the person or organization s demonstrated experience, the availability of the programming services on an ongoing, scheduled basis and cost. Part VIII: Questions & Submission Requirements Questions concerning the submission requirements should be submitted via email to RFP@worksystems.org. The subject should indicate.net/sql Programmer RFP Question. Answers to questions submitted prior to April 24, 2013 will be posted to the WSI website within two (2) business days of receipt for all prospective respondents to view. No telephone inquiries will be accepted; answers will not be sent via email reply. WSI must receive the submission no later than 12:00 Noon, Monday, April 29, 2013. Submit one electronic copy of the signed Cover Page, narrative and requested additional information and documentation to RFP@worksystems.org with (Name of Applicant).NET/SQL Programmer in the subject line. WSI will send an email confirmation to the address on the Cover Page acknowledging receipt. It is the respondent s responsibility to ensure the submission was received by the time and date noted above. If a WSI email has not been received it is the respondent s responsibility to follow-up to ensure receipt before the deadline. Late submissions will not be considered. Part IX: Award Notification & Appeal Process Award Notification Provisional award results will be sent via e-mail by May 17, 2013. Appeal The following process has been established to address appeals: The appeal must be due to what the respondent considers a flaw in the Evaluation Committee s selection recommendation process. P a g e 6

The appeal must be submitted in writing by May 22, 2013. Appeals must be sent to: RFP@worksystems.org. All appeals are public information. The organization/individual filing the appeal must specify the basis of the appeal and provide an alternative the appellant would find acceptable. Submission rating scores may not be appealed. The mere fact that a submission was not recommended for funding is also not open to an appeal, nor is a complaint about the amount of funding granted. The appeal must be a violation of the process established for the solicitation. During any part of the review or consideration, the appellant may be asked to clarify or amplify statements or to provide proof of claims or other statements. Any such requests must be fully responded to within the time designated by WSI. In the event an appellant fails to respond, the appeal will be dismissed and no further appeal will be accepted. WSI s Executive Director and Chief Operating Officer will review the appeal and issue a written response that is intended as a complete and final answer to the appeal. Part X: Additional Provisions and Disclaimers WSI reserves the right to waive informalities and minor irregularities in offers received. This RFP does not commit WSI to award a contract. WSI may accept any item or group of items of any offer, unless the bidder qualified its offer by specific limitations. WSI reserves the right to request additional data or oral discussion or documentation in support of written offers. No costs will be paid to cover the expense of preparing a submission. All data, material, and documentation originated and prepared by the bidder pursuant to the contract shall belong exclusively to WSI and be subject to disclosure under the Freedom of Information Act. Applicants are advised that most documents in the possession of WSI are considered public records and subject to disclosure under the State of Oregon s Public Records Law. Formal notification to award a contract and the actual execution of a contract are subject to the following: Receipt of anticipated funding, results of negotiations between selected bidders and WSI staff, and continued availability of funds. P a g e 7