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Development of an IT Strategic Plan
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Table of Contents
Cover Letter ..................................................... 3
Qualifications & Experience ........................... 5 Client References ............................................ 8 Project Team .................................................... 11 Project Approach & Methodology ................ 18
Project Timeline .............................................. 27 Project Budget ............................................... 28
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Cover Letter
May 24, 2023
City of Foster City
City Hall
Attn: Rob Lasky
610 Foster City Blvd.
Foster City, CA 94404
Dear Mr. Lasky,
The City of Foster City has a long track record of offering high-quality serv ices to its residents, and Avèro Advisors is thrilled at the prospect of joining your team for the Development of an IT Strategic Plan. You need an experienced partner with superior technical abilities & busi ness acumen in order for this project to succeed. Avèro Advisors is here as a partne r & advisor to guide you through each step of the project
journey so that your organization can
experience the success it deserves. With the
guidance of our firm, your organization will
have the opportunity to experience an
optimal IT environment, resulting in clear
benefits for both your staff & your residents.
Avèro Advisors is dedicated to transformin g
the way public sector organizations operate
internally and interact with their local
communities. Our holistic approach provides
tailored solutions that use resources
efficiently & cost-effectively, while still
delivering desired outcomes for our clients .
As evidenced by our firm’s successful
collaborations over many years, we are dedicated to building long-term relationships with our clients – relationships built on trust, respect, and a shared vision for the future – and take pride in being part of their journeys toward success. This proposal showcases how we succeed in modernizing the technology environments of government organizations across the cou ntry.
Our team possesses expertise in delivering information technology (IT) & cybersecurity assessments, IT strategic plans (ITSPs), business process analysis & redesign, requirements As you know, many companies are
technically strong in all things IT, but [not]
every firm can build the relationships
necessary to help an organization navigate
change. Avèro excelled in this aspect.
Technically strong, depth of knowledge and
an ability to speak in a language
management can understand. They don't
use only industry terms. They took us
through some discovery to make sure we
got the scope right. This was incredibly
important to the overall project.
Greg McClain, City Manager
City of Maryville, Tennessee
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definition, request for proposal (RFP) development, enterprise resource planning (ERP) system evaluation & consultation, and project management support services for various gov ernment organizations. You can be confident that we will prioritize the spe cific needs of your organization because our firm is a 100% independent thi rd-party consulting firm with no affiliation to software or hardware vendors. Additionally, as a certified Minority-Owned Business Enterprise (MBE) in multiple states, we place great emphasis on diversity & equity.
Above all else, our team has a shared commitment to your mission of “providing excellence in service to our community in a positive and caring manner.” We look forward to developing a long-term relationship with you & the City of Foster City so that we can help you achieve that mission.
Please note that the required vendor information (included on p. 2 of the City ’s RFP) is attached at the end of our proposal.
Sincerely,
Abhijit “AV” Verekar
President & CEO
Avèro Advisors
Headquarters | 512 West Broadway Avenue, Maryville, TN 37801 West Coast Office | 10396 East Caribbean Lane, Scottsdale, AZ 85255 Phone Number: (865) 415-3848 | Email: [email protected]
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Qualifications & Experience
Since our founding in 2016, Avèro Advisors has established itself as a premier provider of IT strategic advisory services to public sector organizations nationwide by successfully delivering the desired results on time & within budget. Our core offerings include IT infrastructure analysis, cybersecurity & organizational assessments, IT strategic planning, busines s process analysis & redesign, RFP development, ERP system selection assistance, and ERP system implementation support. By providing services like these, we enable our c lients to unlock the full potential of both their staff resources & fiscal resources throug h the optimization of business processes & technology. The Who We Are chart below demonstrates a few key aspects of our firm that make us stand out from our competitors.
Who We Are
As instructed in the City’s RFP, we have included specific details about our company below:
Headquarters: 512 West Broadway Avenue | Maryville, TN 37801 West Coast Office: 10396 East Caribbean Lane | Scottsdale, AZ 85255 Number of years in IT Assessments and Strategic Planning: 7 years Number of overall employees: 15
Avèro Advisors is the ideal partner to help government organizations mode rnize their IT environments by providing strategic technology advice. Our team has a wealth of e xperience, which enables us to develop strategies that meet both urgent needs & long -term goals. Our team prides itself on being large enough to serve our valued clients yet small enough to know them well. We have served clients across the United States, as shown in the Client Map below.
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Client Map
The Software Experience chart below includes the many software vendors & systems that our team has experience with.
Software Experience
The IT Strategic Planning Clients table below lists the clients that we have performed/are performing IT strategic planning services for, as well as each specific proje ct scope.
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IT Strategic Planning Clients
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Client References
Avèro Advisors has an established track record of success in modernizing the IT environments of public sector organizations. Our firm is skilled in each step of the IT assessment & IT strategic planning process, which is evidenced by the five references client references & project descriptions below.
City of Dania Beach, Florida
Project Name: IT Assessment & Master Plan
Contact Name: Mr. Darryl McFarlane, IT Division Director Contact Information: (954) 924-6800 ext. 3717 | [email protected] Address: 100 West Dania Beach Boulevard, Dania Beach, FL 33004 Date of Services: November 2022 – March 2023
Avèro was contracted by the City of Dania Beach, Florida to conduct a c omprehensive IT assessment and develop an IT Master Plan for the City. Avèro's Project Team assessed the City’s current-state IT environment by conducting interviews with key inte rnal stakeholders regarding network infrastructure, IT service delivery, and enterprise software systems used to support City operations. Avèro then worked with the City's IT Division to eval uate the City's cybersecurity environment, assessing its documentation against the 22-p oint National Institute of Standards & Technology (NIST) cybersecurity framework. Follow ing the data gathering, Avèro’s Project Team conducted a gap analysis to identify emergent gaps between the current state & the optimized future state of the City’s IT D ivision. The Project Team developed and prioritized the proposed IT modernization strategies and subsequentl y provided and presented the IT Master Plan Report to the City.
City of Maryville, Tennessee
Project Name: IT Assessment & Strategic Plan, Business Process Mapping, and ERP Advisory Services
Contact Name: Mr. Greg McClain, City Manager
Contact Information: (865) 273-3401 | [email protected] Address: 400 West Broadway Avenue, Maryville, TN 37801
Date of Services: February 2018 - Ongoing
Avèro was contracted by the City of Maryville, Tennessee to create a multi-year IT Modernization Strategic Plan (ITMSP). After Avèro’s Project Team conducted an IT ass essment to evaluate the current state of the City’s IT environment, we developed an ITMSP. The aim of developing the ITMSP was to guide the City in optimizing its IT environm ent efficiently & cost- effectively and to provide them with clear strategic recommendations.
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Additionally, because the City had an outdated Financial & Human Resources ERP system (Harris GEMS) in place & because vendor support of the City’s version of Harris GEMS ended in 2018, Avèro was also contracted to provide ERP advisory services to the City. To advise the City about the best next steps to take, our team performed business process analysis across many City departments, including Development Services, Financial Services, Fleet, Human Resources, Public Utilities, and Public Works. This analysis enabled Avèro to identify current limitations and map out the future state of critical business processes. Our team subsequently guided the City through system requirements definition, RFP development, ERP sy stem evaluation, and selection for various enterprise solutions (i.e., Asset Management, Financial, Fleet, Human Resources, and Procurement). Avèro ’s Project Team assisted the City through contract negotiations with the selected vendors (CSA Software & Tyler Technologies). Avèro is currently serving as the Executive Project Manager for the City, including managing the City’s enterprise system implementations.
City of Mequon, Wisconsin
Project Name: IT Assessment & Strategic Plan
Contact Name: Mr. Justin Schoenemann, Assistant City Administrator Contact Information: (262) 236-2942 | [email protected] Address: 11333 North Cedarburg Road, Mequon, WI 53092
Date of Services: May 2021 – September 2021
Avèro was contracted by the City of Mequon, Wisconsin to assess the current state of the IT infrastructure & staffing for approximately 12 City departments. The scope of services included but was not limited to conducting an IT infrastructure assessment ( including hardware, software, and systems), an IT staffing analysis, a gap analysis, and a current-state analysis, as well as developing strategic recommendations. Avèro’s Project Team subs equently identified and documented a comprehensive IT Strategic Roadmap & ITSP to guide the City’s IT infrastructure & IT staffing decision-making through the next three to fiv e years. Following the completion of the ITSP, Avèro presented the key findings to the Common Council.
City of Piqua, Ohio
Project Name: IT Assessment, ITSP, and ERP Replacement Planning Contact Name: Mr. Paul Oberdorfer, City Manager
Contact Information: (937) 778-2051 | [email protected] Address: 505 West Water Street, Piqua, OH 45356
Date of Services: February 2022 – Ongoing
Avèro was contracted by the City of Piqua, Ohio to conduct a comprehensiv e IT Assessment and develop an ITSP for the City. Avèro's Project Team assessed the City’s current -state IT environment by conducting interviews with key internal stakeholders regarding cybersecurity protocols, network infrastructure, and enterprise software systems used to support City
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operations. Avèro then conducted visioning sessions with City stakeholders to discuss how the City envisions using modern technologies as a tool to move the organ ization forward in the years to come. Following the data gathering, Avèro’s Project Team conducte d a gap analysis to identify emergent gaps between the current state & the optimized f uture state of the City’s IT program. After developing and prioritizing the proposed IT modernization strateg ies, Avèro prepared and presented the ITSP Report. Our team is currently assisting the Ci ty with the replacement of its current ERP software (Springbrook).
Pittsylvania County, Virginia
Project Name: Information Technology Strategic Plan
Contact Name: Mr. Nicholas Morris, Project Manager
Contact Information: (434) 770-0360 | [email protected] Address: 1 Center Street, Chatham, VA 24531
Date of Services: August 2020 – November 2020
Avèro was contracted by Pittsylvania County, Virginia to assess the current sta te of the IT infrastructure (including hardware, software, and network) for approximately 17 County departments. These 17 departments included the County Administrator’s Off ice, County Attorney, Community Development, Finance, Human Resources, IT, and Publi c Safety. The scope of services included but was not limited to developing an IT Current-State Assessment, conducting a gap analysis, and developing strategic recommendations. Avèro’s Project Team subsequently identified and documented a comprehensive IT Strategic R oadmap & ITSP to guide the County’s IT decision-making efforts through the next three years.
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Project Team
Avèro Advisors has assembled a highly qualified team for the Development of an IT Strategic Plan for the City of Foster City. This diverse group brings an abundant amount of experience in developing IT assessments & IT strategic plans for public sector cl ients across the country, as shown through their brief bios, along with their detailed resumes, include d below. We do not intend to use subcontractors for this engagement.
Abhijit “AV” Verekar | Project Executive is a certified Project Management Professional (PMP) with a Master of Business Administration (MBA) from Cleveland State University & a Master of Commerce (M.COM.) from Goa University. He has over 15 years of experience serving the public sector as an IT advisory professional.
Using his extensive experience leading IT & organizational modernization initiatives with state & local government agencies across the United States, he has helped his clients achieve significant efficiencies through IT strategic planning, cybersecurity, business process redesign, project management, and implementation for various enterprise systems.
Robert Kornovich | Director of Advisory Services is a Certified Public Manager (CPM) through Arizona State University with a Project Management Certificate & a Bachelor of Arts (BA) from Arizona State University. He has over 20 years of experience providing IT strategic planning services, organizational development services, and system implementation services to public sector clients. He is a subject matter expert on ERP vendors & their product offerings, customer service improvement, and the alignment of people, processes, and technology to maximize organizational resources & funding.
Andrew Hayes | Senior Manager is a certified Project Management Professional (PMP) with a Master of Business Administration (MBA) & a Master of Organizational Development (MOD), both from Case Western University. His experience includes 15 years of successfully lead ing change management & modernization projects in the public, private, and nonprofit sectors. He utilizes an appreciative approach to consulting that facilitates the identification, prioritization, and resolution of critical challenges, whether driven by people, processe s, or technology. He creates value by establishing collaborative, cross- functional partnerships that focus on both organizational strengths & opportunities for continuous improvement.
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Tyler Gallant | Project Manager completed his Bachelor of Science (BS) from Western Governors University. The project activities that he has completed for public sector organizations include IT & organizational infrastructure analysis, data analysis, gap analysis, SWOT analysis, business process mapping & redesign, requirements analysis & development, ERP system modernization , and program/project management. He has assisted many clients with identifying and implementing the IT improvements necessary to foster significant positive change and thus create a better experience for staff & citizens.
Nora Varela-Acevedo | Senior Consultant completed her Bachelor of Arts (BA) from the University of California, Berkeley. Her role at Avèro Advisors has involved participating in several ERP system consulting & implementation support projects. She is a skilled change management consultant with a strong background in database frameworks & how they impact system migrations & scalability. She is passionate about bridging the technical side of change with the people side of a change, which is often the most challenging yet critical component of an organizational transformation.
The
Project Team Chart below displays the organization of our Proposed Project Team for the Development of an IT Strategic Plan endeavor.
Project Team Chart
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ABHIJIT VEREKAR, PRESIDENT & CEO
Professional Summary
Abhijit "AV" Verekar is a certified Project Management Professi onal (PMP) with a Master of Business Administration (MBA) from Cleveland State University & a Master of Commerce (M.COM.) from Goa University. He has over 15 years of experience serving the public sector a s an IT advisory professional.
Using his extensive experience leading IT & organizational modernization initia tives with state & local government agencies across the United States, he has helped his clients achieve significant efficiencies through IT strategic planning, cybersecurity, business process redesign, proj ect management, and implementation for various enterprise systems.
Avèro Advisors Clients
• Town of Estes Park, CO
• Town of Farragut, TN
• Town of Payson, AZ
• Town of Warrenton, VA
• City of Alcoa, TN
• City of Charlottesville, VA
• City of Dania Beach, FL
• City of Dixon, CA
• City of Lethbridge, Alberta
• City of Macedonia, OH
• City of Manassas Park, VA
• City of Maricopa, AZ
• City of Maryville, TN
• City of Mequon, WI
• City of Niagara Falls, NY
• City of Piqua, OH
• City of Scranton, PA
• City of Show Low, AZ
• City of Wilsonville, OR
• Blount County, TN
• Knox County, TN
• Mendocino County, CA
• Monroe County, NY
• Pittsylvania County, VA
• Union County, NC
• Cambridge Housing Authority, MA
• Hillsborough County Public Schools, FL
• Knoxville’s Community Development
Corporation, TN
• Legal Aid of Nebraska, NE
• Maricopa Association of Governments, AZ
• Nashville Record Pressing, TN
• Nevada Rural Housing, NV
• Reno Housing Authority, NV
• Santa Clara County Housing Authority, CA
• Susquehanna Area Regional Airport
Authority, PA
• Tulsa Airports Improvement Trust, OK
• Valley Regional Transit, ID
Skills
• Business Process Analysis & Redesign
• Contract Negotiations
• Enterprise System Evaluation, Selection, and
Implementation
• GIS Strategic Planning
• IT Strategic Planning
• Project Management
• Requirements Definition
Certifications + Education
• Project Management Professional - Certification No. 1338765 - Project Management Institute • Master of Business Administration, Finance - Cleveland State University (Cleveland, OH) • Master of Commerce, Accounting & Finance - Goa University (Goa, India) • Bachelor of Commerce - Goa University (Goa, India)
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ROBERT KORNOVICH, DIRECTOR OF ADVISORY SERVICES
Professional Summary
Robert Kornovich is a Certified Public Manager (CPM) through Arizona State Universit y with a Project Management Certificate & a Bachelor of Arts (BA) from Arizona State Universit y. He has over 20 years of experience providing IT strategic planning services, organizational developme nt services, and system implementation services to public sector clients. He is a subject matte r expert on ERP vendors & their product offerings, customer service improvement, and the alignment of p eople, processes, and technology to maximize organizational resources & funding.
Avèro Advisors Clients
• Town of Estes Park, CO
• Town of Farragut, TN
• Town of Payson, AZ
• Town of Warrenton, VA
• City of Alcoa, TN
• City of Dania Beach, FL
• City of Dixon, CA
• City of Lethbridge, Alberta
• City of Macedonia, OH
• City of Manassas Park, VA
• City of Maricopa, AZ
• City of Maryville, TN
• City of Mequon, WI
• City of Niagara Falls, NY
• City of Piqua, OH
• City of Scranton, PA
• City of Show Low, AZ
• City of Wilsonville, OR
• Blount County, TN
• Knox County, TN
• Monroe County, NY
• Pittsylvania County, VA
• Union County, NC
• Cambridge Housing Authority, MA
• Hillsborough County Public Schools, FL
• Knoxville’s Community Development
Corporation, TN
• Legal Aid of Nebraska, NE
• Maricopa Association of Governments, AZ
• Nevada Rural Housing, NV
• Reno Housing Authority, NV
• Santa Clara County Housing Authority, CA
• Susquehanna Area Regional Airport
Authority, PA
• Tulsa Airports Improvement Trust, OK
• Valley Regional Transit, ID
Skills
• Business Process Analysis & Redesign
• Customer Service Experience Management
• Enterprise System Evaluation, Selection, and
Implementation
• GIS Strategic Planning
• IT Strategic Planning
• Project Management
• Project Roadmap & Comprehensive Vision
Building
• Requirements Definition
Certifications + Education
• Certified Public Manager - Arizona State University (Tempe, AZ) • Project Management Certification - Arizona State University (Tempe, AZ) • Member of IACP (International Association of Chiefs of Police) • Member of ICMA (International City/County Management Association) • Bachelor of Arts, German - Arizona State University (Tempe, AZ)
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ANDREW HAYES, SENIOR MANAGER
Professional Summary
Andrew Hayes is a certified Project Management Professional (PMP) with a Master of Business Administration (MBA) & a Master of Organizational Development (MOD), both from Case We stern University. His experience includes 15 years of successfully leading change management & modernization projects in the public, private, and nonprofit sectors. He utilizes an apprec iative approach to consulting that facilitates the identification, prioritization, and resolution of crit ical challenges, whether driven by people, processes, or technology. He creates value by establishing collab orative, cross-functional partnerships that focus on both organizational strengths & opportunities for continuous improvement.
Avèro Advisors Clients
• City of Alcoa, TN
• City of Charlottesville, VA
• City of Dania Beach, FL
• City of Dixon, CA
• City of Lethbridge, Alberta
• City of Macedonia, OH
• City of Maricopa, AZ
• City of Maryville, TN
• City of Mequon, WI
• City of Niagara Falls, NY
• City of Piqua, OH
• City of Scranton, PA
• City of Show Low, AZ
• City of Wilsonville, OR
• Blount County, TN
• Pittsylvania County, VA
• Union County, NC
• Cambridge Housing Authority, MA
• Hillsborough County Public Schools, FL
• Knoxville’s Community Development
Corporation, TN
• Legal Aid of Nebraska, NE
• Maricopa Association of Governments, AZ
• Reno Housing Authority, NV
• Santa Clara County Housing Authority, CA
• Susquehanna Area Regional Airport
Authority, PA
• Tulsa Airports Improvement Trust, OK
• Valley Regional Transit, ID
Skills
• Business Process Analysis & Redesign
• Contract Negotiations
• Enterprise System Evaluation, Selection, and Implementation • IT Strategic Planning
• Project Management
• Requirements Definition
Certifications + Education
• Project Management Professional - Certification No. 1239835 - Project Management Institute • Master of Business Administration – Case Western Reserve University (Cleveland, OH) • Master of Organizational Development – Case Western Reserve University (Cleveland, OH) • Bachelor of Science, Business Administration – University of Akron (Akron, OH)
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TYLER GALLANT, PROJECT MANAGER
Professional Summary
Tyler Gallant completed his Bachelor of Science (BS) from Western Governors Unive rsity. The project activities that he has completed for public sector organizations include IT & organizational infrastructure analysis, data analysis, gap analysis, SWOT analysis, business process mapping & redesign, requirements analysis & development, ERP system modernization, and program/project management. He has assisted many clients with identifying and implementing the IT improvement s necessary to foster significant positive change and thus create a better experience for staff & citizens.
Avèro Advisors Clients
• Town of Farragut, TN
• Town of Warrenton, VA
• City of Charlottesville, VA
• City of Dania Beach, FL
• City of Lethbridge, Alberta
• City of Maricopa, AZ
• City of Maryville, TN
• City of Mequon, WI
• City of Niagara Falls, NY
• City of Piqua, OH
• City of Wilsonville, OR
• Knox County, TN
• Union County, TN
• Knoxville’s Community Development Corporation, TN
• Legal Aid of Nebraska, NE
• Nashville Record Productions, TN
• Santa Clara County Housing Authority, CA
Skills
• Business Process Analysis & Redesign
• Data Gathering & Analysis
• Enterprise System Evaluation, Selection, and Implementation • IT Strategic Planning
• Project Management
• Requirements Definition
Certifications + Education
• Bachelor of Science, Business Management – Western Governors University (Franklin, TN)
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NORA VARELA-ACEVEDO, SENIOR CONSULTANT
Professional Summary
Nora Varela-Acevedo completed her Bachelor of Arts (BA) from the University of California, Berkeley. Her role at Avèro Advisors has involved participating in several ERP system c onsulting & implementation support projects. She is a skilled change management consultant with a strong background in database frameworks & how they impact system migrations & scalability. She is passionate about bridging the technical side of change with the people side of a change, which is often the most challenging yet critical component of an organizational transformation.
Avèro Advisors Clients
• City of Maryville, TN
• City of Piqua, OH
• Monroe County, NY
Pre-Avèro Advisors Clients
• Class Uniforms Inc., TX
• Green Box, CA
• Laredo Container Services, TX
Skills
• Area of Responsibility (AoR) Analysis
• Business Process Analysis & Redesign
• Change Management
• Corporate Learning
• Data Validation & Verification
• Diversity & Inclusion Initiatives
• Enterprise System Evaluation, Selection, and Implementation • Mediation
• Project Management Assistance
Certifications + Education
• Bachelor of Arts, Political Science: Emerging Economies and Effective Public Communication - University of California, Berkeley (Berkeley, CA)
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Project Approach & Methodology
Avèro Advisors understands that the City of Foster City desires a qu alified firm to develop a five-year strategic plan with both short-term & long-term guidance for the City to optimize its IT environment based on a thorough assessment of its needs. By reviewing the City’s current IT Division & IT infrastructure, we will meet the City’s goal of ensuring that business technology services allow for innovative, progressive improvements in the City’s busi ness processes to ensure high-quality services are delivered to City visitors, residents, and businesses in the most efficient & effective ways.
Our People, Process, and Technology (PPT) Approach for every IT modernizatio n project that we execute can be summarized in the following diagrams.
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For the City of Foster City’s Development of an IT Strategic Plan endeavor, Avèro Advisors will draw on our extensive industry expertise & experience to fulfill all of the City’s project requirements. The Proposed Project Methodology below, which was developed exclusively for the City, outlines how the City’s IT needs & desires will be fu lfilled, while leaving room for feedback from the City’s project sponsors. We are dedicated to offering practical solutions that stay within the City’s budget & timeline limitations and honor the City’s core values.
Proposed Project Methodology
1. Project Planning & Kick-Off
Our team will plan for the project and hold a kick-off meeting with the City’s project sponsors to assimilate project expectations. This project task will include the following:
• Introduce our Project Team for this engagement
• List City stakeholders who will be involved in this engagement o Develop a Stakeholder Registry of all the relevant City stakeholders who will have a role in the current-state discovery process & future-state visioning process • Identify roles & responsibilities for City leaders for this engagement • Present a detailed Project Work Plan, including project tasks, goals, time frames, deliverables, and milestones, and finalize it with feedback & approval of the City • Discuss the contents of the weekly Project Status Reports that will be provided to the City’s project sponsors
1. Project
Planning
& Kick Off
Phase One:
Assessment
. Executive
Visioning
. Current
State
Discovery
. Cyber
security Risk
Assessment
. Future
State
Visioning
. Current
State IT
Assessment
7. IT
Modernization
Strategies
. IT Strategic
Roadmap . ITSPPhase Two:
Strategic Planning
Duration: months
Duration: 1 month
Phase One: Assessment
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• Determine a meeting time for the weekly Project Update Meetings that will cover the details of the Project Status Reports and be held with the City’s project sponsors • Answer any questions from meeting attendees
Sample Project Work Plan – Dania Beach, FL – IT Assessment & Master Plan
Sample Project Status Report – Dania Beach, FL – IT Assessment & Master Plan
Deliverable 1: Stakeholder Registry
Deliverable 2: Project Work Plan
Deliverable 3: Project Status Reports (Provided Throughout Project) Deliverable 4: Project Update Meetings (Provided Throughout Project)
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2. Executive Visioning
Our team will facilitate an Executive Visioning Session with the City’s Executive Leadership to better understand the long-term vision that they have for the City’s IT environment. We will gather their ideas for internal efficiencies driven by technology & enhanced service delivery to City staff & residents. We will apply our knowledge of industry best practices, as well as our in- house knowledge base, to guide the discussion towards identifying and documenting a high- level vision that will inform the City’s long-term IT strategy.
3. Current-State Discovery
Our team will conduct current-state discovery across all relevant Ci ty departments to gain a comprehensive understanding of the current-state IT environment. This pr oject task will include the following:
• Collect documents that are transferred within the City’s current-state IT environment, including documentation relevant to the following main areas:
o IT infrastructure (including hardware, software, applications, networks, desktop & mobile functions, business systems & requirements, storage, i ntegration, connectivity, cybersecurity, and business continuity & emergency preparedness) o Staffing resources (including levels & skills, roles & responsibilities, internal & contracted employees, performance measures, and IT organizational structure) o Business policies, processes, and procedures
o Needs & opportunities (including funding, communications, GIS program, enterprise architecture integration, SharePoint, replacement options, and organizational change) • Analyze data sources, such as software systems & applications, outside spreadsheets, and information transferred in paper format within the current-state IT environment • Develop a Business Process Inventory for us to track departmental proce sses, process owners, and statuses of the included processes within the current-state IT environment • Hold Current-State Discovery Sessions with City stakeholders identifie d on the Stakeholder Registry to understand how City staff view the following main areas of the current-state IT environment:
o IT infrastructure (including hardware, software, applications, networks, desktop & mobile functions, business systems & requirements, storage, i ntegration, connectivity, cybersecurity, and business continuity & emergency preparedness) o Staffing resources (including levels & skills, roles & responsibilities, internal & contracted employees, performance measures, and IT organizational structure) o Business policies, processes, and procedures
o Needs & opportunities (including funding, communications, GIS program, enterprise architecture integration, SharePoint, replacement options, and organizational change)
Deliverable 5: Business Process Inventory
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Sample Discovery Questionnaire – Dania Beach, FL – IT Assessment & Master Plan
4. Cybersecurity Risk Assessment
Our team will conduct a high-level Cybersecurity Risk Assessment on the City’s current technology infrastructure. This project task will include the following:
• Identify enterprise risks, prioritize them, and highlight opportunities to m itigate known & unknown risks going forward proactively
• Perform a thorough review of security policies & procedures, system architecture, network architecture, physical access, and various security systems • Utilize industry-leading network & infrastructure diagnostic tools, such as PDQ Deploy & PDQ Inventory, to collect specific data on the City’s hardware, software, and networks for in-depth analysis and identify gaps, improvements, efficiencies, opti mized processes, refined IT organizational structure & online collaboration tools, enhanced sec urity resiliency, and streamlined operations for the future state • Take the City through a National Institute of Standards and Technology (NIST)-b ased security assessment that will identify security deficiencies throu ghout the organizatio n that could allow a breach of sensitive & confidential data and will include the following risk areas at a minimum:
Incident Response Plan Encryption
Disaster Recovery Plan DLP for Personally Identifiable Information Business Continuity Plan Utilize All Owned Security Features Documented Policies & Procedures Verification Methods Used & Documented Cybersecurity Education Controlled Use of Custom Programming Data Protection Level Set Expectations for Sensitive Data Policies Governing Employee Data Access ITIL Foundations
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Vulnerability Scanning Physical Security
Active Network Monitoring Cybersecurity Officer of Designee Multi-Factor Authentication Segmented & Secured Wi-Fi
Automate Threat Detection & Response SaaS Vendor Requirements
5. Future-State Visioning
Our team will conduct future-state visioning across all relevant Ci ty departments to gain a comprehensive understanding of the ideal future-state IT environment. This project task will include the following:
• Hold Future-State Visioning Sessions with City stakeholders identi fied on the Stakeholder Registry to understand how the City staff envisions the following main areas of the City’s future-state IT environment:
o IT infrastructure (including hardware, software, applications, networks, desktop & mobile functions, business systems & requirements, storage, i ntegration, connectivity, cybersecurity, and business continuity & emergency preparedness) o Staffing resources (including levels & skills, roles & responsibilities, internal & contracted employees, performance measures, and IT organizational structure) o Business policies, processes, and procedures
o Needs & opportunities (including funding, communications, GIS program , enterprise architecture integration, SharePoint, replacement options, and organizational change)
6. Current-State IT Assessment
Our team will develop a thorough Current-State IT Assessment that details the needs & desires of the City related to their IT environment. This project task will include the following:
• Document strengths, weaknesses, opportunities, and threats impacting criti cal IT operations (i.e., a SWOT analysis)
• Document gaps between the current-state IT environment & the future-s tate IT environment (i.e., a Gap Analysis)
• Provide an analysis of each of the following main areas of the City ’s IT environment:
o IT infrastructure (including hardware, software, applications, networks, desktop & mobile functions, business systems & requirements, storage, i ntegration, connectivity, cybersecurity, and business continuity & emergency preparedness) o Staffing resources (including levels & skills, roles & responsibilities, internal & contracted employees, performance measures, and IT organizational structure) o Business policies, processes, and procedures
o Needs & opportunities (including funding, communications, GIS program , enterprise architecture integration, SharePoint, replacement options, and organizational change) Deliverable 6: Cybersecurity Risk Assessment
Development of an IT Strategic Plan
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• Develop a high-level analysis of the City’s current IT expenditures & timelines • Finalize the Current-State IT Assessment with the City’s project sponsors
7. IT Modernization Strategies
Our team will develop IT Modernization Strategies that will subsequently be incorporated in the IT Strategic Roadmap. This project task will include the following:
• Conduct a best practices review to understand the IT best practices of similar public sector organizations so that the City can understand how to align their best practices with the best practices of other organizations
• Recommend IT Modernization Strategies to strategically resolve the gap s previously identified between the City’s current-state IT environment & the City’s ideal future-state IT environment, based on our best practices research & our years of experience working with clients like the City of Foster City
• Ensure that the proposed IT Modernization Strategies are specific, measurab le, actionable, realistic, and timely (SMART)
• Discuss and validate the IT Modernization Strategies with the City’s project sponsors to ensure strategic & cultural alignment
• Rank the strategies based on the anticipated degree of impact, associate d cost, and implementation timeline
• Hold an interactive review session with the City’s project sponsors to finalize the prioritization of the strategies
8. IT Strategic Roadmap
Our team will develop an IT Strategic Roadmap once the IT Modernization Strategies have been finalized and ranked appropriately. The IT Strategic Roadmap will be a high- level roadmap of the technology areas within the City, such as cybersecurity, storage technology, IT governance, and document management & retention. It will be in the form of a Gannt chart and will include each IT Modernization Strategy in prioritized order, along with an associated tim eframe (i.e., immediate, short-term, or long-term). Upon developing the IT Strategi c Roadmap, we will finalize it with the City’s project sponsors.
Deliverable 7: Current-State IT Assessment
Phase Two: Strategic Planning
Deliverable 8: IT Modernization Strategies
Deliverable 9: IT Strategic Roadmap
Development of an IT Strategic Plan
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Sample IT Strategic Roadmap – Mequon, WI – IT Assessment & Strategic Plan
9. ITSP
Our team will develop a thorough ITSP based on the prioritized strategie s in the IT Strategic Roadmap. The ITSP will guide the City as it plans, procures, implements, and manage s current & future technology investments & resources over the next five years. This project task will include the following:
• Incorporate the IT Modernization Strategies that advantageously identify opportuni ties to improve service offerings, build operational efficiencies through in tegrated enterprise technology, enhance cybersecurity, optimize workflows, reduce costs, and im prove technology to align with the City’s objectives
o Include a justification for each strategy, as well as the estimated timeline, estimated costs, and estimated resources required to implement each strategy o Include a brief implementation plan for each strategy that describes h ow the City can successfully execute the strategy
• Discuss and validate the draft ITSP with the City’s project sponsors o Explain the logic & methodology of the ITSP
o Answer any questions that the City’s project sponsors have o Modify the draft ITSP based on the feedback from the City’s project sponsors o Share the final version of the ITSP with the City’s project sponsors • Present the final ITSP to the City’s Executive Leadership
Deliverable 10: ITSP
Development of an IT Strategic Plan
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Sample ITSP – Mequon, WI – IT Assessment & Strategic Plan
Development of an IT Strategic Plan
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Project Timeline
Based on our past experience executing projects similar in scope & complexity to City of Foster City’s Development of an IT Strategic Plan project, Avèro Advisors estimates a timeline of three months for the project’s duration. The Estimated Project Timeline below (subject to input from the City’s project sponsors) includes each project phase & activity. We are committed to working closely with the City to ensure that the project does not exceed the proposed timeline.
Estimated Project Timeline
Development of an IT Strategic Plan
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Project Budget
Avèro Advisors proposes the following rates in the Hourly Rate Chart & the following project costs in the Estimated Project Budget in order to complete the Development of an IT Strategic Plan project for the City of Foster City. Based on our past experience executing projects similar in scope & complexity to the City’s Development of an IT Strategic Plan project, Avèro Advisors estimates a cost of $59,617 to complete the project. The Estimated Project Budget below (subject to input from the City’s project sponsors) includes each project phase & activity.
We are committed to working closely with the City to ensure that the pr oject does not exceed the proposed cost. If any project tasks outside the scope of the i nitial contract arise, they will be billed separately at the individual rates listed in the Hourly Rate Chart , upon prior written approval from the City of Foster City & Avèro Advisors. Invoices for complete d services will be submitted monthly by Avèro Advisors. We remain flexible in our approach and we lcome any feedback for modifications that the City may deem necessary.
Hourly Rate Chart
Project Team Role Hourly Rate
Project Executive $250
Director of Advisory Services $225
Senior Manager $225
Project Manager $200
Senior Consultant $175
Estimated Project Budget
City of Foster City RFP – Development of an IT Strategic Plan Project 2 The City of Foster City requests pricing/proposals for a Project to Develop an IT Strategic Plan.
Pricing is to include professional services for development, review, and presentation of the plan as well as project management.
The City of Foster City is interested in receiving proposals from qualified vendors with experience developing IT Strategic Plans for local government agencies.
The City invites you to submit a proposal to furnish materials in accordance with the terms, conditions and specifications contained in this document. Please complete the proposal form as instructed below and return it to the specified e-mail address by the due date. No extensions to the deadline will be allowed. All responses must be in an email to:
TO: Rob Lasky
[email protected]
Due Date: 5/24/2023
The undersigned proposes to provide solution and installation services to the City for the stated prices in accordance with the terms and conditions set forth in this document.
VENDOR:
Company Name Street Address of Company
Signature of Officer City, State, Zip
Printed Name of Officer Telephone No./Fax Nbr.
Title of Officer Federal I.D. Tax Number
Avèro, LLC (DBA Avèro Advisors)
Abhijit Verekar
President & CEO
512 West Broadway Avenue
Maryville, TN 37801
(865) 415-3848
81-3959556