Richmond City Council
November 4, 2025

(November 4, 2025)
Fire Department
DATE: November 4, 2025
TO: Mayor Martinez and Members of the City Council
FROM: Aaron Osorio, Fire Chief
Sharrone Taylor, Director of Human Resources
Subject: Contract with The Gumshoe Group for Pre-Employment Background Investigations
FINANCIAL IMPACT: The proposed total three-year not-to-exceed cost of $120,000, with the option for two one-year extensions of $40,000 per year is included within the approved Fiscal Year 2025-2026 Fire Department budget and will be
budgeted accordingly in subsequent fiscal year (Account String: 01204022-400201).

PREVIOUS COUNCIL
ACTION:

October 3, 2023

STATEMENT OF THE
ISSUE:

The Richmond Fire Department is planning to conduct a
fire academy in Spring 2026 to fill current vacancies and address projected attrition. As part of the preemployment process, firefighter recruits must undergo background checks. The Department intends to contract
this service with The Gumshoe Group, which has
successfully conducted background investigations for the City over the last three academies.

RECOMMENDED ACTION: APPROVE a contract with The Gumshoe Group to provide pre-employment background investigations in an
amount not to exceed $120,000, for a three-year term
effective November 1, 2025, through October 31, 2028,
with two one-year extension options not to exceed an
additional $40,000 per year for the extended term – Fire Department (Chief Aaron Osorio 510-307-8021/Sharrone
Taylor 510-620-6803).

AGENDA
REPORT
1260

(November 4, 2025)
DISCUSSION:

In June 2022, the Richmond Police Department conducted a Request for Proposal (RFP) process to select a background investigator for pre-employment background investigations for public safety personnel (both sworn and non-sworn). The Richmond Fire Department ("Department") was able to use the Police Department's RFP and selected The Gumshoe Group to conduct pre-employment background investigations for firefighter recruits (Attachment 1)
On October 3, 2023, the City Council approved a two-year contract with The Gumshoe Group to provide pre-employment background investigations, with a contract term running from October 4, 2023, through July 31, 2025. Upon contract expiring, the Department did not extend the contract, as it did not initially plan on conducting another academy this fiscal year. However, after further discussions with City leadership, it was decided that holding an academy in Spring 2026 would be prudent, in order to address current vacancies and projected attrition.

The Gumshoe Group is a full-service investigation agency that is licensed, bonded, and insured in the State of California. The agency’s staff consists of active and retired law enforcement professionals with extensive investigative experience. Due to their proven track record of providing thorough and timely background investigations, the Department seeks to hire them again to conduct pre-employment investigations for firefighter recruits. Their familiarity with the City of Richmond’s hiring process further streamlines the process, making it efficient to send candidates to the vendor.

City staff request approval of the contract with The Gumshoe Group, in the amount of $120,000 for a three-year term, with two one-year extension options by means of a mutual agreement from both parties (Attachment 2). Each extension shall not exceed an additional $40,000 per year for the extended term. Funding is present in the current budget and will be budgeted accordingly in subsequent budgets as required.

SYNERGISTIC POLICIES:

The contract with The Gumshoe Group is vital in supporting our hiring decisions and ensuring we have the necessary information for each candidate. It also aligns with the goals and priorities set by the City Council to ensure that there are appropriate staffing levels and experience to meet service needs.
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(November 4, 2025)
DOCUMENTS ATTACHED:

Attachment 1 – RFP
Attachment 2 – Standard Contract
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CITY OF RICHMOND

STANDARD CONTRACT
Department: City Project Manager:

City Project Manager E-mail: City Project Manager Phone No:

Vendor No: Contract No:

Description of Services:

The parties to this STANDARD CONTRACT do mutually agree and promise as follows:

1. Parties. The parties to this Contract are the City of Richmond, a municipal corporation (“the City”), and the following named Contractor:

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No:
☐ A California corporation, ☐ limited liability corporation ☐ general partnership, ☐ limited partnership, ☐ individual, ☐ non-profit corporation, ☐ individual dba as [specify:] ____________________ ☐ other [specify:] _______________________________

2. Term. The effective date of this Contract is _______________________ and terminates _________________ unless terminated earlier as set forth herein.

3. Payment Limit. City’s total payments to Contractor under this Contract shall not exceed $______________ (“Contract Payment Limit”) unless a Contract Amendment has been approved by the City Council or City Manager. If this amount includes a contingency, Contractor acknowledges that any use of such contingency shall be for work beyond the original scope of services and requires prior written authorization by the City. If noted below, Compensation for work done under this Contract, shall not exceed as follows:

FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________

4. Contractor’s Obligations. Contractor agrees to perform all work at its own cost and expense, to furnish all labor, tools, equipment, materials, except as otherwise specified, in accordance with the Service Plan set forth in Exhibit A, attached hereto and incorporated herein.

5. City Obligations. City shall make payments to the Contractor in accordance with the Payment Provisions set forth in Exhibit B, attached hereto and incorporated herein.

FIRE Aaron Osorio [email protected] (510) 307-8021 16244 Provide background investigations and receive criminal records checks, reports, and associated records on behalf of the Richmond Fire Department. The Gumshoe Group 333 Sunset Ave., Suite 310 Suisun City, CA 94585 Ken Kramer (800) 699-7336 [email protected] 40064020 November 1, 2025 October 31, 2028 120,000.00 25-26 40,000.00 26-27 40,000.00 27-28 40,000.00 1374

6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C), attached hereto and incorporated herein.

7. General Conditions. This Contract is subject to the General Conditions (Exhibit D), which are attached hereto and incorporated herein.

8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any), which are attached hereto and incorporated herein.

9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F), which are attached hereto and incorporated herein.

10. Sanctuary City Compliance Statement. This Contract is subject to the Sanctuary City Compliance Statement (Exhibit G), which is attached hereto and incorporated herein.

11. Signatures. These signatures attest the parties' agreement hereto:

CITY OF RICHMOND,
a municipal corporation [BUSINESS NAME]
(* The Corporation Chairperson of the Board, President, or Vice President should sign below)
By: _________________________ By: ___________________________ Title: ________________________ Title: __________________________ Date Signed: _________________ Date Signed: ___________________ I hereby certify that this Contract (* The Corporation Chief Financial Officer or Assistant has been approved by City Council Treasurer, or Secretary or Assistant Secretary should or the City Manager. sign below)
By: _________________________ By: ___________________________ City Clerk Title: __________________________
Date Signed: ____________________
Approved as to form:
(NOTE: Pursuant to California Corporations Code Section By: _________________________ 313, if Contractor is a corporation or nonprofit organization, City Attorney this Contract (1) must be signed by (a) the Chairperson of the Board, President, or Vice-President and (b) the
Chief Financial Officer or Assistant Treasurer, or
Secretary or Assistant Secretary)
LIST OF ATTACHMENTS:

Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Sanctuary City Compliance Statement Exhibit G
The Gumshoe Group
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Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT A

SERVICE PLAN
Contractor shall, to the satisfaction of the Project Manager (set forth in Exhibit B), perform the following services and be compensated as outlined below [or attach service plan if necessary]:

The Gumshoe Group
The Gumshoe Group will perform background investigations and receive criminal records checks, reports, and associated records on behalf of the Richmond Fire Department pursuant to the specifications and instructions of the Project Manager as outlined in the proposal, attached hereto. Please see Exhibit A-1 for additional details.
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The Gumshoe Group

PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
1 The Gumshoe Group
PRIVATE INVESTIGATIONS Voice / Fax
(800) 669-7336
333 Sunset Ave., Ste 130
Suisun City, CA 94585

www.TheGumshoeGroup.com
August 29, 2025

City of Richmond Fire Department
Attn: Sharrone Taylor
Re: Pre-Employment Background Investigations
Greetings,
The Gumshoe Group is pleased to offer a proposal to conduct services relating to the Pre-Employment Background screening services for your future employees. The Gumshoe Group is a full-service investigations agency licensed (#188721), bonded, and insured in the State of California. All our investigations are conducted with utmost confidentiality, integrity, and professionalism.

The Gumshoe Group is a team of experienced, professional, and resourceful investigators equipped with the latest tools to complete tasks effectively and efficiently. All our Investigators are comprised of active and retired public safety professionals with exceptional records and extensive investigative experience. All our investigations are conducted by industry professionals with the client’s specific needs in mind, paying close attention to detail and ensuring accuracy and reliability.

The Gumshoe Group is committed to assisting the City of Richmond to identify and hire the most qualified personnel for your organization by conducting timely, in-depth, and complete background investigations. Our experience allows us to recognize desirable characteristics that are sought after in a public sector employee.

Not all Private Investigation Agencies are equal, here is how The Gumshoe Group stands out:
 Experience – We have an extensive investigative team, all experienced in conducting investigations.  Expanded Services – We can perform these services at no extra charge if the agency requires:
 Conduct LiveScan  Run DMV Driving Records
 Notarize Documents  Run EDD Work History Report
 Run Credit Reports  Digital / Passport Style Photo
Pre-Employment Background Summary:

All background investigations performed by The Gumshoe Group meet and/or exceed the standards as outlined by California P.O.S.T. All our background investigations comply with Peace Officer Background (Regulation 1953) or Public Safety Dispatcher / Non-Sworn (Regulation 1959). We investigate your applicant’s past behavior and the extent to which that behavior demonstrates positive traits that support their candidacy for Public Safety work.

Exhibit A-1
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The Gumshoe Group

PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
2 Highly qualified candidates frequently take the first job offer they receive. Our team can help your agency be the first to make that offer with our timely background process. The average file is completed within 30 days from the background interview which is normally scheduled within 10 days depending on candidates’ availability and submission of the initial documents.

Scope of Service(s):
 Peace Officer Background Investigation following CA POST Regulations (11 CCR § 1953)  Non-Peace Officer Background Investigations following CA POST Regulations (11 CCR § 1959)  CVSA (Computer Voice Stress Analysis) if required/requested is conducted by NITV Certified Examiners.  Background Services include (if required); LiveScan, Initial Waivers, Notary Public, Digital Photo, DMV Driving Records, Credit Report, and EDD Employment records.

Deliverables:

Upon completion of the investigation, the agency will be provided with a detailed written investigation report referred to as the Executive Summary that reviews the candidate’s qualifications and attributes relative to POST background guidelines and dimensions. The investigative file will include a complete file to include an investigative report with all supporting documents following the guidelines as outlined in POST Regulations.

Exhibit A-1
1378
The Gumshoe Group

PRIVATE INVESTIGATIONS
3 Background investigations are conducted using the minimum selection standards outlined by POST regulations.

Agencies can establish more rigorous selection criteria. Our services can be customized to your agency’s needs or include any modified standards.

Individual Services
Cost Service
$2000 / EA Pre-Employment Background Investigation (Fireman/Paramedic) $125 / Hour Any additional background related services requested not already identified $400 / EA CVSA – Computer Voice Stress Analysis
Included with
Background
If required, or not
provided by the
agency:
 Completion of all Waivers (Cost of Notary Included)
 Passport quality digital photo
 DMV Driving Record
 Employment Credit Report (TransUnion, Experian, or Equifax)  EDD Employment Records
 LiveScan (Includes Rolling Fee) DOJ/FBI Fee paid by the agency. +25% of BG Expedited Service
At times, background investigations may require travel out of the service area to conduct reference checks, neighborhood checks, employment checks, or another associated investigation. When this occurs, the contracting agency will be contacted for travel approval or alternative methods to accomplish the investigation.

Out of Area Travel Service Rates*
Cost Service (Out of Area Service Fees)
$0.75/Mile  Mileage Reimbursement Rate
$125 / Hour  Hourly Background Investigator Rate
Cost x1.1  Air Travel, Car Rental, Hotel, etc.

Cost x1.1  Daily Per Diem as outline by GSA
 https://www.gsa.gov/travel/plan-book/per-diem-rates
*Locations beyond 75 miles of the contracting agency will be charged mileage, hourly, and other travel expenses. All travel requires pre-approval from the contracting agency.

Billing and Payment Terms: Payments for services shall be billed upon completion of the assignment. The client shall pay all undisputed amounts within forty five (45) days of the date of the invoice for Services. We will endeavor to limit the number of billings each month based on the volume of assignments.

Prorated terms: Services partially completed shall be prorated. A background service shall be considered completed once 50% or more of the work is complete, the background interview has occurred, or we have been actively working on the file for 15 days. Prorated files will be billed at an hourly rate for actual hours incurred, at no time will the hourly prorated amount exceed the flat-rate pricing. 450 CA Labor Code: If any expense occurs by services provided relating to 450 of the labor code, said expense shall be billable and reimbursed by the agency.

Rate Increases: The pricing for services is subject to increase at any time. Should the price of some or all our services change, the vendor shall provide you with at least thirty (30) days advance written notice specifying the amount of the price increase.

Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
Exhibit A-1
1379
The Gumshoe Group

PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
4 Summary:

The Gumshoe Group is committed to assisting the City of Richmond to identify and hire the most qualified personnel for your organization by conducting timely, in-depth, and complete background investigations. Our experience allows us to recognize desirable characteristics that are sought after in a public sector employee.

We appreciate being considered for your background investigations team, and we look forward to working with you.

Sincerely,
Ken Kramer
Ken Kramer, QM/Private Investigator
The Gumshoe Group
Exhibit A-1
1380
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT B

PAYMENT PROVISIONS

1. COMPENSATION TO CONTRACTOR:
a. Provided Contractor is not in default under this Contract, Contractor shall be compensated in the manner set forth herein.
b. All payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photocopying, meals and travel, etc.). Invoices shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request. c. All City vendors receiving new contracts shall sign up to receive electronic payments through the City’s Automated Clearinghouse (ACH) payments service/provider.

2. SUBMISSION OF INVOICES:

Contractor shall submit timely invoices by email to
[email protected] and/or to the following address:

Attention: City of Richmond Finance/Account Payable
Project Manager: _______________________
P.O. Box 4046
Richmond, CA 94804

3. All invoices that are submitted by Contractor shall be subject to the approval of the City Project Manager, _______________________, before payments shall be authorized.
a. The City will pay invoice(s) within 45 days after completion of services to the City’s satisfaction. The City shall not pay late fees or interest.
b. All appropriate permits, certificates, and licenses, including a City business license shall be obtained and maintained for the duration of this Contract before any payment is authorized.

4. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract is executed by the City. The insurance coverage required by this Contract shall be maintained by Contractor for the duration of this Contract and must be in place before any payment is authorized.

Aaron Osorio Aaron Osorio The Gumshoe Group
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Contract No: ________ For the Contract between the City of Richmond and
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EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

1. All required written notices shall be delivered: (i) by hand; or (ii) sent by registered, express, or certified mail, with return receipt requested or with delivery confirmation requested from the U.S. postal service; or (iii) sent by overnight or same day courier service at the party’s respective address listed in this Section.

2. Each notice shall be deemed to have been received on the earlier to occur of:
actual delivery or the date on which delivery is refused; or three (3) days after notice is deposited in the U.S. mail or with a courier service in the manner described above (Sundays and City holidays excepted).

3. Either party may, at any time, change its notice address (other than to a post office box address) by giving the other party three (3) days prior written notice of the new address.

4. All notices, demands, requests, or approvals from Contractor to the City shall be addressed to the City at:

City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Email: ________________________________________________

5. All notices, demands, requests, or approvals from the City to Contractor shall be addressed to Contractor at:

Attn:

Email: ________________________________________________ Aaron Osorio [email protected] Gumshoe Group The Gumshoe Group 333 Sunset Ave., Suite 310 Suisun City, CA 94585 [email protected] 1382
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT D

GENERAL CONDITIONS

1. INDEPENDENT PARTIES:

Contractor hereby declares that Contractor is engaged as an independent business and Contractor agrees to perform the services as an independent contractor.

The manner and means of conducting the services and tasks are under the control of Contractor except to the extent they are limited by statute, rule or regulation and the express terms of this Contract. No civil service status or other right of employment will be acquired by virtue of Contractor’s services. None of the benefits provided by the City to its employees, including but not limited to unemployment insurance, workers’ compensation plans, vacation and sick leave, are available from the City to Contractor, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any compensation due to Contractor. Payments of the above items, if required, are the responsibility of Contractor.

2. TIME IS OF THE ESSENCE:

Contractor and the City agree that time is of the essence regarding the performance of this Contract.

3. STANDARD OF CARE:

Contractor agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals or service Contractors, as applicable, in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City.

4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):

Contractor assumes all responsibility for verifying the identity and employment authorization of all of its employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Contractor shall indemnify, defend, and hold the City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Contractor.

5. NON-DISCRIMINATION:

Consistent with the City’s policy and state and federal law that harassment and discrimination are unacceptable conduct, Contractor and its employees, contractors, and agents shall not harass or discriminate against any job applicant, City employee, or any other person on the basis of any kind of any statutorily (federal, state or local) protected class, including but not limited to: race, religious creed, color, national origin, ancestry, The Gumshoe Group
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disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or legitimate union activities. Contractor agrees that any violation of this provision shall constitute a material breach of this Contract.

6. CITY PROPERTY:
a. Each and every report, draft, work product, map, record, applicable plans, drawings, calculation, data, specification, video, graphic, or any other material or document produced, prepared or caused to be prepared by Contractor pursuant to or in connection with this Contract shall be the exclusive property of the City. b. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 11 below, indemnify, defend and hold the City harmless from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data. c. No report, information or other data given to or prepared or assembled by Contractor pursuant to this Contract shall be made available to any individual or organization by Contractor without prior approval of the City Manager or their designee. d. Contractor shall, at such time and in such form as City Manager or their designee may require, furnish reports concerning the status of services and tasks required under this Contract.

7. RECORDS:
a. Contractor shall maintain complete and accurate records with respect to the services, tasks, work, documents and data in sufficient detail to permit an evaluation of Contractor’s performance under the Contract, as well as maintain books and records related to sales, costs, expenses, receipts and other such information required by the City that relate to the performance of the services and tasks under this Contract (collectively the “Records”).
b. All Records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the Records to the representatives of the City or its designees during regular business hours upon reasonable prior notice. The City has the right to examine and audit the Records, and to make copies or transcripts therefrom as necessary, and to allow inspection of all proceedings and activities related to this Contract. Such Records, together with supporting documents, shall be kept separate from other documents and records and shall be maintained by Contractor for a period of five (5) years after receipt of final payment.

The Gumshoe Group
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Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. If supplemental examination or audit of the Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Contract or failure to act in good faith, then Contractor shall reimburse the City for all reasonable costs and expenses associated with the supplemental examination or audit.

8. PERMITS AND LICENSES:

Contractor, at its sole expense, shall obtain and maintain during the term of this Contract, all appropriate permits, certificates and licenses, including a City business license, required in connection with the performance of the services and tasks hereunder.

The failure to obtain such permits and licenses shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.

9. TERMINATION:
a. Termination Without Default. Notwithstanding any provision herein to the contrary, the City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder immediately upon transmission of written notice to Contractor as provided in Exhibit C “Authorized Representatives and Notices”.
b. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Exhibit B; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.

10. CONFLICT OF INTEREST:

Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under The Gumshoe Group
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this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.

11. HOLD HARMLESS:
a. To the fullest extent permitted by law, Contractor shall indemnify, defend (with counsel acceptable to the City) and hold harmless the City, its City Council, boards, commissions, officials, employees, agents and volunteers (“Indemnitees”) from and against any and all loss, damages, liability, obligations, claims, suits, judgments, costs and expenses whatsoever, including attorney’s fees and costs of litigation (“Claims”), arising from or in any manner connected to Contractor’s performance of its obligations under this Contract or failure to comply with any of its obligations under this Contract or out of the operations conducted by Contractor even if the City is found to have been negligent. If the Claims filed against Indemnitees allege negligence, recklessness or willful misconduct on the part of Contractor, Contractor shall have no right of reimbursement against Indemnitees for the costs of defense even if negligence, recklessness or willful misconduct is not found on the part of Contractor. Contractor shall not have any obligations to indemnify Indemnitees if the loss or damage is found to have resulted solely from the negligence or the willful misconduct of the City. The defense and indemnification obligations of this Contract are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Contract. b. This indemnification obligation shall survive this Contract and shall not be limited by any term of any insurance policy required under this Contract; provided however, that if this Contract is for design professional services, this indemnity provision is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional (as defined in California Civil Code section 2782.8).

12. LIMITATIONS UPON SUBCONTRACTING AND ASSIGNMENT:
a. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
b. Contractor shall not assign, sublease, hypothecate, or transfer this Contract, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of the City Manager. Contractor shall submit a written request for consent to transfer to the City Manager at least thirty (30) days in advance of the desired transfer.

The City Manager or their designee may consent or reject such request in their sole and absolute discretion. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for The Gumshoe Group
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Contract No: ________ For the Contract between the City of Richmond and
_____________________________
money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or jointventure or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
d. Only those persons and/or businesses whose names and resumés are attached to this Contract shall be used in the performance of this Contract. However, if after the start of this Contract, Contractor wishes to use sub-contractors, at no additional costs to the City, then Contractor shall submit a written request for consent to add subcontractors including the names of the sub-contractors and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion. e. Each sub-contractor shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Contractor.
f. In addition, any tasks or services performed by sub-contractors shall be subject to each provision of this Contract. Contractor shall include the following language in their Contract with any sub-contractor: “Sub-Contractors hired by Contractor agree to be bound to Contractor and the City in the same manner and to the same extent as Contractor is bound to the City.”
g. The requirements in this Section 12 shall not apply to persons who are merely providing materials, supplies, data or information that Contractor then analyzes and incorporates into its work product.

13. SAFETY:
a. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor will be solely and completely responsible for conditions of all vehicles owned or operated by Contractor, including the safety of all persons and property during performance of the services and tasks under this Contract.

Contractor shall assume sole and complete responsibility for the safety of Contractor's employees and any of subcontractor's employees This requirement will apply continuously and not be limited to normal working hours. In addition, Contractor will comply with all safety provisions in conformance with U.S. Department of Labor Occupational Safety and Health Act, any equivalent state law, and all other applicable The Gumshoe Group
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Contract No: ________ For the Contract between the City of Richmond and
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federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City shall have the right to impose, at the City’s sole discretion, requirements that it deems are necessary to protect the health and safety of the City employees, residents, and visitors. Contractor agrees to comply with all such requirements, including, but not limited to, mandatory vaccinations, the use of personal protective equipment (e.g. masks), physical distancing, and health screenings.

Contractor also agrees to make available to the City, at the City’s request, records to demonstrate Contractor’s compliance with this Section.

14. INSURANCE:

Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.

15. COMPLIANCE WITH ALL APPLICABLE LAWS:
a. During the term of this Contract, Contractor shall keep fully informed of all existing and future state and federal laws and all municipal ordinances and regulations of the City of Richmond which affect the manner in which the services or tasks are to be performed by Contractor, as well as all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same. Contractor shall comply with all applicable laws, state and federal and all ordinances, rules and regulations enacted or issued by the City. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50,

2.52, 2.56, and 2.60, if applicable.
b. Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor is required to provide the City with documents and information verifying its compliance with the Living Wage Ordinance. Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance as prescribed in § 2.60.070 of the Municipal Code.

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c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.

Contractor agrees to abide by the terms and conditions of said policies.

16. INTEGRATED CONTRACT:

The Recitals and exhibits are a material part of this Contract and are expressly incorporated herein. This Contract represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Contract will be effective only by written execution signed by both the City and Contractor.

17. CONFLICTING PROVISIONS:

In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Condition as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.

18. FORCE MAJEURE:

Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of The Gumshoe Group
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California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.

20. CLAIMS:

Any claim by Contractor against City hereunder shall be subject to Government Code §§ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.

21. INTERPRETATION:

This Contract shall be interpreted as if drafted by both parties.

22. WARRANTY:

If any product is be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purpose(s). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.

23. SEVERABILITY:

In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.

24. AUTHORITY:

City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that they are duly authorized to enter into and execute this Contract on behalf of Contractor, The Gumshoe Group
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and shall be personally liable to City if they are not duly authorized to enter into and execute this Contract on behalf of Contractor.

25. WAIVER:

The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach. Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor’s performance, or payment therefore, or any combination of these acts, shall not relieve the Contractor’s obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.

26. COUNTERPARTS:

This Contract may be executed in any number of counterparts (including by fax, PDF, DocuSign, or other electronic means), each of which shall be deemed an original, but all of which shall constitute one and the same instrument.

27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):

The Richmond Sanctuary City Contracting Ordinance No. 12-18 prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor must submit the Sanctuary City Compliance Statement, attached hereto as Exhibit G.

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EXHIBIT E

SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):

The Gumshoe Group
The contract is eligible for up to two (2) additional one (1) year extensions at the mutual option of the parties if it is deemed to be in the best interests of the City, as stipulated in RMC 2.52.370 § b Specified Period. Each extension should not exceed an additional $40,000 per year for the extended term.
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EXHIBIT F

INSURANCE PROVISIONS
☐ CHECK HERE IF RISK MANAGEMENT HAS APPROVED WAIVING INSURANCE REQUIREMENTS FOR THIS CONTRACT.

1. CERTIFICATES: Before the commencement of the terms of this Contract, and during the entire term of this Contract and any extension or modification thereof, Contractor shall furnish the City’s Risk Manager with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with coverage requirements set forth by the City and incorporated herein.

Such certificates, which do not limit Contractor’s indemnification, shall also contain substantially the following statement:
“Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the City of Richmond.

Attention: Risk Manager.”
Contractor shall maintain in force at all times during the performance of this Contract all appropriate coverage of insurance required by this Contract with an insurance company licensed to offer insurance business in the State of California with a current A.M. Best’s rating of no less than A:VII or Standard & Poor’s Rating (if rated) of at least BBB unless otherwise acceptable to the City. Contractor shall deliver updated insurance certificates to the City at the address set forth in Exhibit C prior to the expiration of the existing insurance certificate for the duration of the term of Contract.

Endorsements naming the City, its City Council, boards, commissions, officials, employees, agents, and volunteers as additional insured shall be submitted with the insurance certificates.

2. COVERAGE REQUIREMENTS: The City’s insurance requirements depend upon the type of service being provided and/or the provider. The City’s insurance requirements will fall into one of the following categories (unless otherwise provided by the City):

Consultants and Contractors – Type 1
Professional Services – Type 2
Environmental Risk/Hazardous Waste Material – Type 3
Lease of City Property – Type 4
Vendors, Suppliers, Small Grant Recipients & Nonprofit Organizations – Type 5 Transportation Providers – Type 6
Professional Services Pyrotechnics – Type 7
Cyber and I.T. Risks – Type 8
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The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.

3. FAILURE TO SECURE: If Contractor at any time during the term hereof should fail to secure or maintain the foregoing insurance, the City shall be permitted to obtain such insurance in Contractor’s name or as an agent of Contractor and shall be compensated by Contractor for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

4. SUFFICIENCY OF INSURANCE: The insurance limits required by the City are not represented as being sufficient to protect Contractor. Contractor is advised to consult Contractor’s insurance broker to determine adequate coverage for Contractor. The coverage and limits shall be (1) the minimum coverage and limits specified in this Contract; or (2) the broader coverage and maximum limits of the coverage carried by or available to Contractor; whichever is greater.

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
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___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Type 2 – Page 1 of 3
Revised: September 2011
In all instances where CONTRACTOR or its representatives will provide professional services (architects, engineers, construction management, counselors, medical professionals, hospitals, clinics, attorneys, consultants, accountants, etc.) to the City of Richmond (City), the City requires the following MINIMUM insurance requirements and limits.

CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.

CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery.

CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.

Original, signed certificates and original, separate policy endorsements, naming the City as an additional insured for general liability coverage, as well as a waiver of subrogation for Workers’ Compensation insurance, shall be received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy. The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.

Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:

1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001), and including coverage for bodily and personal injury, property damage, and products and completed operations (if applicable).

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto).

3. Original and Separate Additional Insured Endorsement for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers’ Compensation Insurance as required by the State of California including Employer’s Liability coverage.

5. Original and Separate Waiver of Subrogation for Workers’ Compensation insurance.

6. Professional Liability or Errors & Omissions Liability Insurance appropriate to the CONTRACTOR’s profession (if required.)
Required Coverage Minimum Limits
Workers’ Compensation and
Employers’ Liability
Statutory limits as required by the State of California including $1 million Employers’ Liability per accident, per employee for bodily injury or disease.

If CONTRACTOR is self-insured, provide a certificate of Permission to SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$2,000,000 per occurrence for bodily injury, personal injury and property damage. If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.
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___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Type 2 – Page 2 of 3
Revised: September 2011
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.

PROJECT COST REQUIRED LIMIT
$0 - $1 million $1 million p/o
$1 million - $5 million $2 million p/o
Over $5 million $5 million p/o

Professional Liability or Errors &
Omissions Liability –
Required for all professionals
including architects, engineers,
consultants, construction
management, counselors, medical
professionals, hospitals, clinics,
attorneys and accountants, & other
consultants as may be required by
the City.

Required Policy Conditions
Additional Insured Endorsement Applicable to General Liability coverage.

The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured including bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.

ISO form CG 20 10 (11/85) or its equivalent is required. If the Contractor is supplying their product or providing a service then the endorsement must not exclude products and completed operations coverage. If it does, then CG 20 37 (10/01) is also required.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61.

Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.

Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers’ Compensation Insurance during the life of this contract.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61.

Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the CONTRACTOR shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.

Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.

A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.

Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverage’s and cover those insured in the underlying policies. 1396
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Type 2 – Page 3 of 3
Revised: September 2011
Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase an extended period coverage for a minimum of five (5) years after completion of contract work.

Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.

CONTRACTOR agrees to defend and indemnify the City of Richmond for any damage resulting to it from failure of either CONTRACTOR or any subcontractor to take out or maintain the required insurance policies. The fact that insurance is obtained by CONTRACTOR, and/or CONTRACTOR’s subcontractors, will not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this contract. Damages recoverable by CITY from CONTRACTOR or any third party will not be limited by the amount of the required insurance coverage.

Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin.

The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.

Original insurance certificates and required policy endorsements shall be mailed or delivered to the Designated Project Manager for the City of Richmond.

Insurance certificates and endorsements may be faxed to the Designated Project Manger. However, CONTRACTOR must mail the original certificates and endorsements to Designated Project Manager once faxed.

Continuous Coverage
CONTRACTOR shall maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City’s insurance requirements, the City may take such action as it deems necessary to protect the City’s interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.

If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the required coverage, terms and conditions are still in place. Renewal certificates and updated endorsements shall be mailed to the Designated Project Manager.

Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days’ prior written notice has been given to the City.

Reporting Requirements
Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

Consistent with Public Policy
The insuring provisions, insofar as they may be judged to be against public policy shall be void and unenforceable only to the minimum extent necessary so that the remaining terms and provisions herein may be consistent with public policy and thus enforceable.
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Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT G

SANCTUARY CITY COMPLIANCE STATEMENT
The undersigned, (hereafter "Contractor"), has had an opportunity to review the requirements of City of Richmond Ordinance 12-18 (hereafter "Sanctuary City Contracting Ordinance" or “SCCO”).

Contractor understands and agrees that the City may choose with whom it will maintain business relations and may refrain from contracting with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor understands the meaning of the following terms used in the SCCO:
a. "Data Broker” means either of the following:
i. The collection of information, including personal information about consumers, from a wide variety of sources for the purposes of reselling such information to their customers, which include both private-sector business and government agencies;
ii. The aggregation of data that was collected for another purpose from that for which it is ultimately used.
b. “Extreme Vetting” means data mining, threat modeling, predictive risk analysis, or other similar services."
Contractor understands that it is not eligible to receive or retain a City contract if at the time the Contract is executed, or at any time during the term of the Contract, it provides Data Broker or Extreme Vetting services to ICE.

Contractor further understands and agrees that Contractor's failure to comply with the SCCO shall constitute a material default of the Contract and the City Manager may terminate the Contract and bar Contractor from bidding on future contracts with the City for five (5) years from the effective date of the contract termination.

By executing this statement, Contractor certifies that it complies with the requirements of the SCCO and that if at any time during the term of the Contract it ceases to comply, Contractor will promptly notify the City Manager in writing. Any person or entity who knowingly or willingly supplies false information in violation of the SCCO shall be guilty of a misdemeanor and subject to a $1,000 fine.

Based on the foregoing, the undersigned declares under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Printed Name: Title:

Signed: Date:

Business Entity:

The Gumshoe Group
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November 4, 2025
Fire Department
DATE: November 4, 2025
TO: Mayor Martinez and Members of the City Council
FROM: Aaron Osorio, Fire Chief
Rico Rincon, Deputy Fire Chief
Den Mark Marcelo, Admin Services Coordinator
Subject: Contract with UKG Kronos Solutions, LLC, for Telestaff Personnel Management Software
FINANCIAL IMPACT: The proposed total three-year contract payment limit is $60,000, with the option for two one-year extensions not to exceed $40,000, is included within the approved Fiscal Year 2025-2026 Fire Department budget and will be
budgeted accordingly in subsequent fiscal year budgets
(Account Strings 01204022-400209).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The Richmond Fire Department (“Department”) utilizes
Telestaff, a product of UKG Kronos Solutions, for its
staffing and personnel management. The Department’s
current software version will soon reach its end of life and must be upgraded to avoid service disruption. Failure to maintain the necessary upgrade and licenses would
render the system inoperable, resulting in the need for a costly replacement.

RECOMMENDED ACTION: ADOPT a resolution and APPROVE purchasing agreements with UKG Kronos Solutions, LLC, in an
amount not to exceed $60,000, for a three-year term
effective November 5, 2025, through November 4, 2028,
with a two one-year extension option not to exceed an
additional $40,000 for Telestaff personnel management
system software license – Fire Department (Chief Aaron
AGENDA
REPORT
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November 4, 2025
Osorio 510-307-8021/Chief Rico Rincon 510-307-
8041/Den Mark Marcelo 510-307-8038).

DISCUSSION:

In December 2002, the City of Richmond (“City”) purchased the Telestaff software from UKG Kronos Solutions, LLC (formerly PDSI). The Telestaff system is comprised of multiple software applications utilized by the Richmond Fire Department (“Department”) for payroll, staffing, and personnel management. The Department is required to renew the annual maintenance agreement to receive the upgrades and continued web-portal support and has done so each year since purchasing the system. Additionally, the current version of the software used by the Department will soon reach the end of its engineering and must be upgraded to the latest version. Operating the system without the appropriate software and licenses would render the program obsolete, necessitating the purchase of another program at considerable cost to the City.

Since 2018, the Department has utilized a piggyback agreement solicited through OMNIA Partners (formerly U.S. Communities), a leading national government purchasing piggyback that provides procurement resources and solutions to government agencies. This approach was adopted to maximize cost savings and staff efficiency by leveraging the pricing secured through the solicitation (Attachment 1 and 2).

Through piggyback purchasing programs, government agencies can share contracting efforts and benefit from volume pricing. This strategy as adopted by City staff reduces administrative costs associated with traditional procurement processes and expands access to competitive contracting opportunities. By leveraging both regional and national piggyback agreements, the City enhances its procurement capabilities and more effectively utilizes internal and external resources (Attachment 3).

Department staff request that the City Council adopt a resolution and approve purchasing agreements with UKG Kronos Solutions, LLC, in an amount not to exceed $60,000 for a term beginning November 5, 2025, through November 4, 2028, with two one-year options to extend (Attachment 4):

OMNIA PARTNERS PIGGYBACK AGREEMENTS
Vendor Name Piggyback Agreement Description
UKG Kronos Solutions,
LLC
Contract # 24-6833 Human Resource Systems
and Related Products and
Services
This recommendation is in compliance with the Richmond Municipal Code Section

2.52.330, Piggyback Procurement, which allows the City to use piggyback agreements if it is in the best interest of the City of Richmond. The use of piggyback agreements 1400

November 4, 2025
maximizes cost savings and staff resources by relying on existing contracting and procurement efforts established in collaboration with other government agencies.

DOCUMENTS ATTACHED:

Attachment 1 – UKG Kronos Solutions, LLC Solicitation/Contract Packet Attachment 2 – Quote
Attachment 3 – Piggyback Justification Form
Attachment 4 – Resolution
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Version May 13, 2024
Human Resource Information Systems and Related Products and Services Executive Summary
Lead Agency: Cobb County Solicitation: 24-6833
RFP Issued: June 28th, 2024 Pre-Proposal Date: July 10th ,2024 Response Due Date: August 8th, 2024 Proposals Received: # Awarded to: UKG Kronos Solutions, LLC
Cobb County, GA, Department of Procurement issued RFP #24-6833 on June 28th, 2024, to establish a national cooperative contract for Human Resources Information Systems and Related Products and Solutions.

The solicitation included cooperative purchasing language Page 3 and Exhibit A: Section 1.1:

NATIONAL CONTRACT
Cobb County, GA, as the Principal Procurement Agency, defined in Attachment A, has partnered with OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”) to make the resultant contract (also known as the “Master Agreement” in materials distributed by OMNIA Partners) from this solicitation available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. Cobb County, GA, is acting as the contracting agency for any other Public Agency that elects to utilize the resulting Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners (a “Participating Public Agency”) and by using the Master Agreement, any such Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the terms of a Master Intergovernmental Cooperative Purchasing Agreement, a form of which is attached hereto on Attachment A, or as otherwise agreed to. Attachment A contains additional information about OMNIA Partners and the cooperative purchasing program.

Exhibit A: Section 1.1

1.1 Requirement
Cobb County, GA (hereinafter defined and referred to as “Principal Procurement Agency”), on behalf of itself and OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”), is requesting proposals for Human Resource Information Systems and Related Products and Services. The intent of this Request for Proposal is any contract between Principal Procurement Agency and Supplier resulting from this Request for Proposal (“Master Agreement”) be made available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing 1402
Version May 13, 2024
program. The Principal Procurement Agency has executed a Principal Procurement Agency Certificate with OMNIA Partners, an example of which is included as Exhibit D, and has agreed to pursue the Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners as a Participating Public Agency in OMNIA Partners’ cooperative purchasing program. Registration with OMNIA Partners as a Participating Public Agency is accomplished by Public Agencies entering into a Master Intergovernmental Cooperative Purchasing Agreement, an example of which is attached as Exhibit C, and by using the Master Agreement, any such Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the terms of the Master Intergovernmental Purchasing Cooperative Agreement or as otherwise agreed to. The terms and pricing established in the resulting Master Agreement between the Supplier and the Principal Procurement Agency will be the same as that available to Participating Public Agencies through OMNIA Partners.

Notice of the solicitation was sent to potential offerors, as well as advertised in the following:
• Cobb County, GA website
• OMNIA Partners website
• USA Today, nationwide
• Arizona Business Gazette, AZ
• San Bernardino County Sun, CA
• Honolulu Star-Advertiser, HI
• The Herald-News – Will County (IL)
• The Advocate – New Orleans, LA
• The New Jersey Herald, NJ
• Albany Times Union, NY
• Daily Journal of Commerce, OR
• The State, SC
• Deseret News, UT
• Richmond Times-Dispatch, VA
• Seattle Daily Journal of Commerce, WA
• Helena Independent Record, MT
• Las Vegas Review-Journal
• Kennebec Journal, ME
On August 8th ,2024 proposals were received from the following offerors:
• Dayforce
• DLT Solutions
• Inovium
• NEOGOV
• UKG Kronos Systems, LLC
The proposals were evaluated by an evaluation committee. Using the evaluation criteria established in the RFP, the committee elected to enter into negotiations with UKG Kronos Systems, LLC and proceed with contract award(s) upon successful completion of negotiations.

Cobb County, GA, OMNIA Partners and UKG Kronos Systems, LLC successfully negotiated a contract, and the Cobb County, GA executed the agreement with a contract effective date of July 14, 2025. 1403
Version May 13, 2024
Contract includes: The suppliers provided federal funds certifications which are available on the OMNIA Partners website for review.

Term:

Initial four-year agreement from July 14, 2025, through July 13, 2029, with the option to renew for three (3) additional one-year periods through July 13, 2032.

Pricing/Discount: Available upon request.
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Contract #
for
with
(ƯôèťĖŽôϡ
UKG Kronos Systems, LLC
Human Resource Systems and Related Products and Services 24-6833
July 14, 2025
Cobb County, GA
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The following documents comprise the executed contract
effective:

I. Vendor Contract and Signature Form
II. Exhibit A - Supplier’s Response to the RFP
III. Exhibit A-1 - Exceptions
IV. Exhibit B - RFP #24-6833
V. Exhibit C - UKG Public Sector MSA

1. Exhibit C-1 - UKG Service Descriptions

2. Exhibit C-2 - UKG Support Policy

3. Exhibit C-3 - Acceptable USE Policy

4. Exhibit C-4 - US Data Protection Addendum

5. Exhibit C-5 - Details of Processing of Customer
Personal Data

6. Exhibit C-6 - Technical and Organizational
Measures

7. Exhibit C-7 - Supplement to UKG DPA for UKG
Other Products and Services

8. Exhibit C-8 Equipment Addendum
VI. Exhibit D - UKG Perpetual Software Terms and
Conditions Contract

1. Exhibit D-1 - UKG Perpetual Software
Commercial Terms and Conidtions
VII. Exhibit E - UKG Statement of Work
VIII. Exhibit F - UKG Business Associate Addendum
IX. Exhibit G - Terms of Use for MyPeopleDoc
July 22, 2025
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Exhibit “A”
Contractor’s Bid/Proposal

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1 Cobb County
Human Resource Systems and Related
Products and Services
Sealed Proposal # 24-6833

Brian Coopman
Director, Contracts & Procurement - Public Sector
UKG Inc.
900 Chelmsford Street
Lowell, MA 01851
T: 978.250.9800
www.ukg.com
Exhibit “A” Contractor’s Bid/Proposal

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UKG Inc. Proposal in response to Cobb County 1
Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
Table of Contents

5.1 COVER LETTER......................................................................................................................................... 3

5.2 EXECUTIVE SUMMARY ............................................................................................................................ 6

5.3 COMPANY BACKGROUND/PROFILE ...................................................................................................... 12

5.4 EXPERIENCE........................................................................................................................................... 14

5.5 PRODUCT INFORMATION/SERVICE CAPABILITY ................................................................................... 16

5.6 PRICING................................................................................................................................................. 25 Price Book ......................................................................................................................................... 27

5.7 VALUE ADD............................................................................................................................................ 28

5.8 FINANCIAL STATEMENTS ...................................................................................................................... 30

5.9 NATIONAL CONTRACT........................................................................................................................... 31 APPENDIX 1 – PROPOSAL SUBMITTAL FORM ............................................................................................. 34 APPENDIX 2 – REQUEST FOR PROPOSALS FORM........................................................................................ 36 APPENDIX 3 - CONTRACTOR AFFIDAVIT & AGREEMENT (EXHIBIT A) ........................................................ 38 APPENDIX 4 – EXHIBIT A: RESPONSE FOR NATIONAL CONTRACT .............................................................. 40 Exhibit A: Section 3.0 Supplier Response.......................................................................................... 41 APPENDIX 5 – RESPONSE FOR MASTER AGREEMENT................................................................................. 59 APPENDIX 6 – EXHIBIT F: FEDERAL FUNDS CERTIFICATIONS ...................................................................... 61 APPENDIX 7 – EXHIBIT G: NEW JERSEY BUSINESS COMPLIANCE................................................................ 90 Exhibit G - DOC #1: Ownership Disclosure Form .............................................................................. 91 Exhibit G - DOC #2: Non-Collusion Affidavit...................................................................................... 94 Exhibit G - DOC #3: Affirmative Action Affidavit............................................................................... 97 Exhibit G - DOC #4: Political Contribution Disclosure Form............................................................ 103 Exhibit G - DOC #5: Stockholder Disclosure Certification ............................................................... 108 Exhibit G - DOC #6: Disclosure of Investment Activities in Iran...................................................... 110 Exhibit G - DOC #7: Certification of Non‐Involvement in Prohibited Activities in Russia/Belarus.. 112

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2 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
Exhibit G - DOC #8: New Jersey Business Registration Certificate.................................................. 114 Exhibit G - DOC #9: EEOAA Evidence .............................................................................................. 115 Exhibit G - DOC #10: MacBride Principals Form.............................................................................. 120 APPENDIX 8 – UKG ADDITIONAL AGREEMENTS ....................................................................................... 122 EULA Public Sector MSA.................................................................................................................. 123 UKG Perpetual Software Terms and Conditions Contract.............................................................. 124 APPENDIX 9 – THIRD PARTY TERMS AND CONDITIONS............................................................................ 125 BSI End User License Agreement (Workforce Central and UKG Pro Workforce Management)..... 126 BSI End User License Agreement (UKG Ready)............................................................................... 127 Passport Addendum (UKG Pro Workforce Management).............................................................. 128 Passport Addendum (Workforce Central) ...................................................................................... 129 UKG SMS Addendum....................................................................................................................... 130 UKG EZCall Provider Scheduling Agreement................................................................................... 131 APPENDIX 10 – SPD-SP044 TRADE SECRET AFFIDAVIT ............................................................................. 132 APPENDIX 11 – ADDENDUM ACKNOWLEDGEMENTS............................................................................... 135 Cobb County Addendum #1............................................................................................................ 136 APPENDIX 12 – UKG SUPPORTING ATTACHMENTS .................................................................................. 138 UKG Attachment 1 – UKG Product Overview ................................................................................. 139 UKG Attachment 2 – UKG Public Sector Cobranded Collateral FY24.............................................. 154

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UKG Inc. Proposal in response to Cobb County 3
Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

5.1 COVER LETTER
The proposer shall provide a cover letter describing a brief history of the Proposer and its organization. The letter will list the Principal or Officer of the organization who will be the County’s primary point of contact during clarifications or negotiations. This individual must have the authority to clarify and/or negotiate all aspects on the scope of products and services on behalf of the Proposer.

An officer authorized to bind the Proposer to the terms and conditions of this RFP must sign the cover letter.

Additional Notes from RFP
Respondents shall provide a cover letter or letter of transmittal to briefly summarize the company’s interest and relevant qualifications for the project. This letter shall not exceed two (2) pages, and shall be signed by an agent of the responding firm who is authorized to negotiate the details of the proposed services. (p.20)

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4 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
August 8, 2024
Cobb County Procurement Services Department
122 Waddell Street NE
Marietta, GA 30060
Subject: Sealed Proposal #: 24-6833 – Request for Proposals for Human Resource Information Systems and Related Products and Services
Dear Cobb County Procurement Services Department,
UKG hereby submits our proposal to deliver Human Resources Information Systems and Related Products and Services on behalf of Cobb County, Georgia (Lead Public Agency), and other government agencies (Participating Public Agencies) made available through OMNIA Partners.

In February 2020, Kronos and Ultimate Software announced a definitive merger agreement to unite two industry leaders to form one of the world’s largest cloud companies: UKG. As a long-standing provider partner to Participating Public Agencies delivering human capital management (HCM) and workforce management (WFM) solutions, UKG welcomes the opportunity to further our partnership through our expansive suite of cloud solutions and services:

UKG offers the industry’s most technologically advanced HCM solutions driven by our combined research and development (R&D) spending exceeding $2.8 billion over the past 5 years across our product line— including $671M in FY2023. As a result, UKG is frequently recognized as an HCM industry leader.

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5 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
UKG has earned numerous awards for its culture, products, and services, including consecutive years on Fortune’s 100 Best Companies to Work For list. To learn more, visit www.ukg.com/about-us/awards-andrecognition.

Industry expertise: UKG holds the depth and breadth of services defined by the Lead Public Agency to support the vast collection of Participating Public Agencies encompassing this solicitation:

Solution of choice: As Participating Public Agencies consider HCM and WFM solutions, UKG is uniquely poised to collaborate and configure the best solution suite aligning with each agency’s distinct scope of work, complexity, employee population, and service requirements. UKG ensures we deliver the exacting services, compliant with regulatory requirements, to modernize Participating Public Agencies’ HCM and WFM environments as they establish their future-state and long-term organizational ecosystems.

ERP integration: As Participating Public Agencies seek to deploy enterprise software to gain efficiencies across its financials, purchasing, asset management, budgeting/forecasting, or utility billing processes by leveraging cloud-based platforms, UKG delivers integration to support Participating Public Agencies’ current requirements and long-term business needs. UKG frequently supports participating agencies’ HCM and WFM initiatives by integrating with selected ERP providers to ensure accurate data is reflected between finance regulatory management processes and HCM and WFM processes. In fact, our 80,000 customers across all verticals are decoupled from ERP environments and integrate to incorporate HCM and WFM.

As the Lead Public Agency’s primary point of contact, I welcome discussion of our solution suite and how UKG can enhance the employee experience across your Participating Public Agencies’ portfolio. I am available and authorized to clarify and/or negotiate all aspects of UKG’s scope of products and services, and I am authorized to bind UKG to the terms and conditions of the RFP and UKG’s proposal.

We look forward to working with the Lead Public Agency and Participating Public Agencies.

Sincerely,
Brian Coopman
Director of Contracts and Procurement
Public Sector
563.370.5356
[email protected]
UKG Inc.

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6 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

5.2 EXECUTIVE SUMMARY
The Proposer shall provide an Executive Summary that presents in brief, concise terms a summary level description of the contents of the proposal.

Cobb County, Georgia (Lead Public Agency) seeks to engage qualified providers of a comprehensive range of Human Resource Information Systems and Related Products and Services to support itself and all states, local governments, school districts, higher education institutes, and nonprofit organizations (Participating Public Agencies) throughout the United States of America by delivering a broad selection of service options to include:
• Employee Information Management
• Recruitment and Applicant Tracking
• Onboarding and Offboarding
• Attendance and Leave Management
• Payroll and Benefits Administration
• Performance Management
• Training and Development
• Compliance and Legal Requirements
• Employee Self-Service
• Analytics and Reporting
• Integration and Security
• Mobile Accessibility
As the Lead Public Agency, Cobb County is pursuing a modernized suite of solutions framed by its motto:

Aligned with the Lead Public Agency’s promise to expect the best, UKG is poised to continue our more than ten years holding the OMNIA Partners contract supporting more than 1,000 customers, which now generates $115 million in annual revenue and represents $350 million in savings for Participating Public Agencies. As a proud recipient of the OMNIA Partners Bronze Partnership Excellence Award, UKG welcomes the opportunity to extend our partnership by delivering full-scope Human Resource Information Systems and Related Products and Services to Participating Public Agencies.

Cobb County…Expect the Best!
Cobb County Procurement Services Department
Sealed Proposal # 24-6833

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7 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
To meet this goal, UKG proposes our full-scope human capital management (HCM) solution suite to empower Participating Public Agencies to deliver the best employee experience across their organizations – from hire to retire.

Your biggest investment is your people.

Invest in their employee experience.

Single-provider consolidation. Delivered through SaaS, UKG’s HCM offerings manage hire-to-retire services through one easily accessible web portal. What makes UKG HCM solutions most unique is that one single employee data record drives all modules and delivers visibility across each Participating Public Agency’s distinct employee population. A single update to the employee record effectively updates all modules within the platform.

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Process automation. The Lead Public Agency
is focused on attaining a solution to deliver
operational efficiency and effectiveness. UKG
is aligned with your goals, offering
comprehensive HCM solutions to completely
automate business processes. Intelligent data
collection options capture data at its source.

Exception-based management views focus
attention on areas of concern, and employee
self-service reduces calls to HR, payroll, and
managers.

A single, end-to-end HCM solution, UKG’s
integrated system eliminates error-prone
duplicate data entry and consistency issues
that can occur across multiple systems. Our HCM offerings provide standard and custom fields to cover the full range of HR requirements — from pre-hire to separation — so Participating Public Agencies can store and track all employee data in one location. Role-based web and mobile self-service enables employees and managers to view and update information at their convenience. Automation of hiring, onboarding, time, payroll, and training processes — using configurable workflows — eases HR’s administrative burden, supports compliance, and drives results.

User friendly. Participating Public Agencies require solutions that are easy to use for their managers and employees to drive efficiency and engagement via self-service. UKG HCM offers an intuitive user experience through a modern, consumer-grade interface. Our intuitive workflows ensure greater user adoption and a better employee experience. Additionally, Participating Public Agencies can enable their employees to manage their experiences via the UKG mobile app, putting all HR tools at their fingertips whenever they need them.

Whether in the workplace, on the road, or working remotely, employees can access the full system to stay informed, keep tasks moving, and make an impact on people and processes seamlessly. Participating Public Agencies can give their people the exact tools they need anytime, anywhere with personalized selfservice options based on their role, common activities, location, and preferences. Participating Public Agencies can build or access reports, charts, and even predictions and recommendations in real time on their mobile devices to ensure they are always ready for strategic actions and conversations.

Focus on compliance. With a commitment to integrity and excellence, UKG drives regulatory compliance for Participating Public Agencies through immediately accessible tools and resources. UKG's robust builtin rules help Participating Public Agencies adhere to critical employment laws and promptly notify them if errors occur. UKG delivers proactive, automated updates to pay, time, and HR rules, giving Participating Public Agencies access to the latest information so they can easily meet regulatory standards. This is supported by access to a centralized, reliable data source, complete with the latest

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government forms, and automated ACA and absence management tools accessible anytime, anywhere, from any device to help reduce risk of noncompliance.

Unified alliance partnerships. Participating Public Agencies may pursue unique service functionality requiring specialized features to supplement UKG HCM across their specified service scope. To meet any ancillary services identified within an individual Participating Public Agency’s service scope, UKG engages partners who bring unique business value. Partnerships with some of the world's leading information and HCM organizations drive innovations in workforce management across geographies and technologies. UKG’s Marketplace Partners deliver advanced features and functionality to UKG HCM solutions through seamless API integrations that automate processes, reduce manual errors, and offer innovative capabilities. Please visit our UKG Marketplace - Partners website to access a comprehensive listing of our partners.

Innovative technology. Understanding that the Lead Public Agency is focused on acquiring a solution with a foundation in the newest technology. UKG offers the industry’s most technologically advanced HCM solutions driven by our
combined research and development (R&D) spending
exceeding $2.8 billion over the past 5 years across our product line—including $671M in FY2023. As a result, UKG is frequently recognized as an HCM industry leader.

In fact, UKG was recently named a Leader in the NelsonHall NEAT report for HCM solutions in both enterprise and small business markets. The distinction follows similar Leader or #1 rankings from influential analyst firms in 2023 including Forrester, Gartner, Nucleus Research, and Sapient Insights Group. The Lead Public Agency can be confident in UKG’s leadership as an innovative technology provider allowing for a modern and responsive go-forward strategy for Participating Public Agencies as they pursue their HCM future state via UKG.

You tell us your needs, and we’ll develop and present a set of proven solutions.

Market expertise. The Lead Public Agency needs an experienced HCM provider leading its Human Resources Information Systems and Related Products and Services initiative on behalf of your Participating Public Agencies across their multiple jurisdictions, various constituents, and distinct business environments. UKG delivers the depth and breadth of services defined by the Lead Public Agency to support the vast collection of Participating Public Agencies encompassing this solicitation:

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Solution of choice. As Participating Public Agencies consider HCM solutions, UKG is uniquely poised to collaborate and configure the best solution suite aligning with each agency’s distinct scope of work, complexity, employee population, and service requirements. UKG ensures we deliver the exacting services, compliant with regulatory requirements, to modernize Participating Public Agencies’ HCM environments as they establish their future-state and long-term organizational ecosystems.

One contracting vehicle. A multitude of HCM options
Scalable for success. As Participating Public Agencies expand as organizations and communities, UKG will grow with them. Our cloud-based solution delivers automated system updates to incorporate enhanced feature functionality and ensure their regulatory compliance. Our robust HCM solution allows Participating Public Agencies to leverage more complex solution modules, if necessary, as their agencies build over the coming years. By proactively engaging with each agency, UKG commits to understanding their business goals and objectives, which allows us to anticipate their needs and guide them down the right path.

Proven partnership. As a longstanding provider partner to the Lead Public Agency delivering our
full range of HCM solutions to you
and your Participating Public
Agencies, UKG welcomes the
opportunity to further our
partnership through our
expansive suite of cloud solutions
and services.

At UKG, we believe that
technology is only as great as the
people behind it. As part of our
Partner for Life approach,
Participating Public Agencies can
leverage trusted advisors for
strategic guidance to evolve their
people strategy and employee

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experience as needs change throughout the lifespan of our contract. UKG’s tenured team helps Participating Public Agencies reduce administrative burdens, optimize their solutions, and support their long-term business goals to achieve their desired business outcomes.

Next steps. As the Lead Public Agency
considers your Human Resources Information
Systems and Related Products and Services
options, UKG is committed to extending our
consultative partnership as your Partner for
Life provider. With Participating Public
Agencies modernizing their systems via
expansive, innovative, and integrated HCM
solutions, UKG understands the distinct
challenges these agencies face across their
diverse workforces.

The Lead Public Agency can expect the best from UKG, as we are poised to work with you to ensure we deliver exacting services, compliant with regulatory requirements, to revitalize the HCM environment throughout the Participating Public Agencies community. We look forward to performing in accordance with our Bronze Partnership Excellence status to uphold our commitment to partnership.

UKG will work with the Lead Public Agency and Participating Public Agencies to ensure their employees are engaged throughout their unique life-work journeys, from hire to retire. Participating Public Agencies can enhance their reputations as employers of choice to attract and retain the most talented and diverse workgroups to serve their agencies and their communities as their futures evolve.

UKG brings our singular HCM solution to your singular biggest investment:
your employees.

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5.3 COMPANY BACKGROUND/PROFILE
Provide information on company background to include the following:
a. Legal name, address, phone and fax numbers, e-mail, Federal ID#, and website address. • Legal name: UKG Kronos Systems, LLC
• Address: 900 Chelmsford Street, Lowell, MA 01851
• Phone: 978-250-9800
• Fax: 978-367-5900
• Email: [email protected]
• Federal ID#: 04-2640942
• Website Address: www.ukg.com
b. Date business was established under current name.

On October 3, 2023, Kronos Incorporated underwent an entity conversion in accordance with Massachusetts General Laws 156D §§ 9.50-56 and has been renamed and rebranded as UKG Kronos Systems, LLC. As a matter of law, UKG Kronos Systems, LLC is considered the same business entity as Kronos Incorporated.

Prior to the entity conversion, Kronos Incorporated had been in business since 1977. c. Size of company including the total number of employees.

UKG Inc., parent company to UKG Kronos Systems LLC, employs approximately 14,000 employees worldwide.
d. Type of ownership or legal structure of business
Private Company
e. Has the company ever failed to complete work for which a contract was issued? If yes, explain the circumstances.

UKG is dedicated to completing all its contractual engagements with its customers and has thousands of delighted customers. There may be rare occurrences when contracts are terminated by a customer based on their business circumstances or, in even more rare instances, where they have determined that they prefer another solution. These are unique situations and occur despite UKG’s effort to complete the contract. UKG cannot divulge specific circumstances of its confidential customer situations.

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f. Are there any civil or criminal actions pending against the firm or any key personnel related in any way to contracting? If yes, explain in detail. Are there any current unresolved disputes/allegations? From time to time and in the ordinary course of our business, the company or its subsidiaries is involved in a variety of claims, demands, suits, investigations, or proceedings, including actions concerning contracts, intellectual property, and employment matters. While it is not possible to predict the outcome of these matters with certainty, we do not expect the results of any of these actions to have a material adverse effect on our business or financial condition or on our ability to provide products or services to you.
g. Has the firm ever been disqualified from working for any public entity? If yes, explain the circumstances.

No.
h. If a Supplier requires additional agreements to be signed by a Participating Public Agency, include a copy of the proposed agreement(s) as part of Supplier’s proposal.

Included as Appendix 8 – UKG Additional Agreements.

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5.4 EXPERIENCE
Include a list of the five (5) most relevant or comparable contracts completed by your firm during the past five (5) years with a public entity. For each contract, provide the following information:

Relevant/Comparable Contract #1
a. Scope of services/contract description.

Ann Arbor Police Department, MI - TeleStaff as its primary scheduling solution for special event deployments and notifications; UKG Pro HCM for HR and Payroll. b. Dollar value of contract.

Estimated Annualized Contract Value - $25,000
c. Assigned project personnel.

UKG Sales and Professional Services
d. The contracting entity’s contact person, current phone number, and current e-mail address as reference information.

Jason McKinley, (810) 623-3971, [email protected]
Relevant/Comparable Contract #2
a. Scope of services/contract description.

City of Memphis, TN - Former Workforce Central customer that migrated to UKG Pro Workforce Management and UKG TeleStaff for 9,200 employes
b. Dollar value of contract.

Estimated Annualized Contract Value - $1.3 million
c. Assigned project personnel.

UKG Sales and Professional Services
d. The contracting entity’s contact person, current phone number, and current e-mail address as reference information.

Sgt Russell Mooney, (901) 314-4446, [email protected] Relevant/Comparable Contract #3
a. Scope of services/contract description.

City of Waukesha, WI - UKG Pro Workforce Management for 950 employees and UKG Pro HCM for 1,300 employees.

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b. Dollar value of contract.

Estimated Annualized Contract Value - $150,000
c. Assigned project personnel.

UKG Sales and Professional Services
d. The contracting entity’s contact person, current phone number, and current e-mail address as reference information.

Patricia Erickson, ERP, (262) 524-3573, [email protected] Relevant/Comparable Contract #4
a. Scope of services/contract description.

Las Vegas-Clark County Library District - Former Workforce Central agency that migrated to full suite UKG Ready (WFM and HCM) for 750 employees.
b. Dollar value of contract.

Estimated Annualized Contract Value - $125,000
c. Assigned project personnel.

UKG Sales and Professional Services
d. The contracting entity’s contact person, current phone number, and current e-mail address as reference information.

Glodia Thomas, HRIS Manager, (702) 507-6238, [email protected] Relevant/Comparable Contract #5
a. Scope of services/contract description.

City of Southlake, TX - Workforce Central customer migration to UKG Ready Time WFM for 575 employees.
b. Dollar value of contract.

Estimated Annualized Contract Value - $60,000
c. Assigned project personnel.

UKG Sales and Professional Services
d. The contracting entity’s contact person, current phone number, and current e-mail address as reference information.

Dylan Welch, Human Resources Business Partner, Systems, (817) 748-8313, [email protected]

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5.5 PRODUCT INFORMATION/SERVICE CAPABILITY
Provide detailed information on service capabilities of your offering. This information shall detail how the Supplier’s solution meets the requirements of this RFP. a. Detail how supplier is currently in compliance with all relevant regulations for the HR software market. Provide documentation of appropriate certifications and licenses, if applicable.

UKG Inc. and its subsidiaries comply with all relevant laws and regulations applicable to Supplier’s business in performing its obligations worldwide. The company maintains a robust compliance program covering a variety of laws and regulations that impact its operations around the globe. b. Demonstrate how Software is implemented, what training curriculum’s entail, and what the implementation process entails.

Respondents shall provide an organizational chart for the proposed project team, as well as the relevant background and experience for every proposed team member. (p.20) The Launch methodology provides a framework that generally describes how the project will progress from the start to finish. The project team follows this framework to transition the customer’s existing human capital management and workforce management (where applicable) functions from your legacy provider to the Applications. UKG’s deployment methodology includes the following phases:
• Welcome Phase: Preliminary preparation involves four basic elements: UKG's internal orientation meeting, customer preparation, a project team initial kick off meeting and software installation.
• Requirements Phase: UKG will perform an analysis by interviewing key people from different functional areas. Information that has been gathered during the analysis process is used to determine the current system set up, the new system definition requirements and allow us to determine the best fit between the customer’s business requirements and the functional capabilities of the UKG Pro products.
• Build Phase: This phase includes configuration, integration, and conversion. • Test Phase: Testing is one of the most critical functions of the Launch process. UKG recommends functional and parallel testing.
• Go-Live Phase: This phase consists of UKG assisting the customer with the first live processing of the functionality that is being implemented. In this phase, the consultant officially transitions the customer’s support to the UKG Product Support Team.

UKG will assign project team resources based on availability and bandwidth at the time of contract and the final scope of the project. Should UKG be considered a finalist, we are happy to provide additional details regarding potential project resources and their relevant experience. Below is a summary of the UKG project team roles and typical experience.

Depending on the final scope, the UKG project team may consist of the following UKG personnel:

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Practice Manager
• Responsible for Customer’s overall satisfaction with the UKG project ensuring that quality resources, as well as quality processes and standards, are applied to each task.

Project Manager
• Collaborates with the Customer PM to align the desired project outcomes, producing key results related to the customer’s critical business needs.
• Facilitates business process dialogue and, along with the rest of the UKG project team, ensures the UKG solution will meet the Customer Relationship criteria. • Monitors the project throughout its life cycle – including scope management, change control, issue management, risk management, quality management, resource management, communication management, financial management and schedule management. • Provides regular project status updates on the items above via collaborative tools and workspaces that include the Project Dashboard, Schedule, Timeline, Issues Log, Risk Management Log, Communication Plan and a Change Request Log. • Ensures change requests, risks, issues, or concerns are communicated to the Customer Project Manager and escalated as necessary.
• The UKG Project Manager is the primary contact for the Customer’s deployment project team.

UKG Consultant
• Utilizes their industry experience and domain knowledge to guide and facilitate discussions geared toward delivering a solution that meets the customer’s desired business outcomes. • Makes recommendations based on experience and in conjunction, reviews and considers the business requirements for the project.
• Configures the solution by persona based on customer requirements. • Unit tests the solution and ensures any issues are documented and addressed.

Integration Consultant
• Facilitates discussions to collect interface design requirements. • Configures and tests interfaces.
• Supports questions on function and usage of each.

Cloud Build Manager
• Responsible for the review and first tier technical discussion on Cloud Services purchased and available Cloud offerings.
• Lead customer in discussions, Q&A and where to find supporting documentation on Cloud Services/Offerings

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• Assist the customer, UKG and Partner implementation teams in understanding and following the standard Cloud implementation processes and procedures
• Align with the customer, UKG and Partner implementation teams to deliver and manage the request of the Cloud Services purchased and other available Cloud offerings selected within timeline and scope of the project
• Aid the customer, UKG and Partner implementation teams in planning the go-live activities to coincide with the Cloud go-live approval and audit requirements • Manage acquiring Cloud subject matter experts/technical resources for technical calls which may be required to support customer technical resources in defining variables of the purchased Cloud Services and available Cloud offerings.

Executive Relationship Manager
• Acts as customer advocate and overall relationship manager for UKG. • Works to ensure the customer has a consistent and satisfying experience with UKG. • Provides a central point of contact for the customer after the project is completed.

Education Consultant / Training Specialist
• Holds the knowledge and certifications to guarantee customers the best learning experience. • Leads attendees through content presentations, guided exercises and individual practice exercises to increase proficiency with the UKG solution.

c. Provide a list of any third-party suppliers that might be utilized during implementation and any third-party terms and conditions that would apply.

UKG offers products facilitated by third-parties to meet the needs of participating public entities. These solutions may have additional terms and conditions, in addition to the UKG Master Services Agreement, and can be found at https://www.ukg.com/services-descriptions and/or attached.

Additional terms and conditions associated with these partners are provided in Appendix 9. d. Provide detailed information on training capabilities for your offering.

At UKG, we understand that one size doesn't fit all regarding education. That's why we provide customized training to project team members, managers, administrators, and IT staff members. Our blended approach includes self-paced training, webinars, instructor-led training, and a user adoption resource center. We offer individualized, role-based, just-in-time learning to prepare your core project team and increase user acceptance of your new solution. Additionally, we provide instructor-led training, demonstrations, and hands-on education to ensure that your functional and technical team members are fully prepared for deployment and ongoing support of your solution. Our User Adoption Resource Center provides expert answers, coaching, and tools to ensure solution adoption.

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e. Provide a list of the top software and programs Supplier’s offering can integrate with.

One size does not fit all when it comes to connecting and syncing data across the different solutions you may be using to run your business, regardless of if they’re in the cloud or not. UKG Integration Hub provides you with the flexibility to securely get data wherever it needs to go quickly and easily. We support customers’ needs to use file transfer and/or APIs, when available.

UKG has developed Integrations across 500+ vendors and our integration experience includes vendors such as ADP, Ceridian/Dayforce, CGI, Cigna, Delta Dental, Ellucian Banner, Empower, Fidelity, Great Plains, Lawson, MetLife, Oracle PeopleSoft, SAP, Tyler Technologies, Workday and many more. f. Provide any multi-factor authentication features, if applicable.

Multi-factor Authentication (MFA) provides added security by requiring users to enter a supplied code to verify that they are who they say they are. The code “validates” the user for a period of time set by the system administrator. When the period expires, the user will be required to re-authenticate. If your agency uses Multi-factor Authentication, there are three methods that can be used to retrieve the code:
• Email - code sent to the user's email address
• SMS - code sent to the user through text message
• Token - code provided by a password authenticator. This method requires users to have an authenticator installed on their device.

UKG products support SAML 2.0 which then allows the client to use their existing Identity Provider (idP) to manage their user accounts and credentials, including the use of multi-factor authentication if enabled in their idP system.
g. Provide a list of Distributors, if applicable.

Not applicable.
h. Detail the process for software migration and the parties that will be involved.

The Launch methodology provides a framework that generally describes how the project will progress from the start to finish. The project team follows this framework to transition the customer’s existing human capital management and workforce management (where applicable) functions from your legacy provider to the Applications. UKG’s deployment methodology includes the following phases:
• Welcome Phase: Preliminary preparation involves four basic elements: UKG's internal orientation meeting, customer preparation, a project team initial kick off meeting and software installation.

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• Requirements Phase: UKG will perform an analysis by interviewing key people from different functional areas. Information that has been gathered during the analysis process is used to determine the current system set up, the new system definition requirements and allow us to determine the best fit between the customer’s business requirements and the functional capabilities of the UKG products.
• Build Phase: This phase includes configuration, integration, and conversion. • Test Phase: Testing is one of the most critical functions of the Launch process. UKG recommends functional and parallel testing.
• Go-Live Phase: This phase consists of UKG assisting the customer with the first live processing of the functionality that is being implemented. In this phase, the consultant officially transitions the customer’s support to the UKG Product Support Team.

Typically, employee master demographics data is migrated from your legacy system. Depending on the source, we would leverage a data import to import the initial employee information and then automate a recurring import for loading new and changed data from the employee master record in the HR system. A general best practice for historical legacy data is to back up the data to be accessed by thirdparty reporting tools or keep it available in the current legacy system for access as required. Although it may be possible (each scenario is different), it is not recommended that detailed transactional type historical data be migrated mostly to eliminate the cost of what are usually very complex and expensive integrations.

UKG offers a robust API framework for any data conversion that provides extensibility and simplifies integration with other systems. The architecture allows access to all system resources through REST APIs, managed through a gateway that monitors individual API performance and SLA. Leveraging industry-leading Boomi integration tools, dozens of pre-built connectors are provided for common use cases such as people, payroll, and accruals.

UKG takes a consultative approach when implementing its solutions. A customer can expect the UKG team to offer recommendations based on our experience that are customer and project specific.

Examples may include recommended changes to payroll processes, posting of schedules, managing timecard exceptions, managing time off requests, and overall business process improvement regarding your workforce management and human capital management strategies.

As with any system deployment, we can anticipate operational and organizational change to occur because of your initiatives. Our experience reveals that there are several guiding principles/activities that are crucial to success, due to the challenges associated with bringing together industry best practices, specific user requirements, and software functionality in an agency like yours. The guiding principles/activities that will drive our success include:
• Focusing on outcomes driven by business requirements as opposed to tasks • Identifying and prioritizing processes and associated impacts • Examining processes holistically as well as independently • Understanding the linking of processes, workflows, and various departments

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• Understanding the role of decision points across processes and departments • Capturing the information as close to the source as possible i. Detail the process for software upgrades and the parties that will be involved.

Our offering is a multi-tenant SaaS solution. As such, we manage all hardware, software, enhancements, and maintenance to the application code layer. Minor releases are delivered monthly and major releases are delivered quarterly. These releases include new opt-in features and maintenance code.

Each customer is updated concurrently during each release cycle, so every customer remains on the latest software version. Clients are notified of planned enhancements 30 days prior to the release; notifications include links to new features, detailed descriptions, and before-and-after behavior details. j. Detail what technical support is provided for the life of the product and how service issues will be handled.

Support is included with your purchase of a UKG solution. Support includes 24/7 Mission Critical support for infrastructure outages – if your system is down, we’ll get you back up and running quickly. Support calls are routed through our UKG Customer Relationship team. A call coordinator triages the call and determines the priority based on the issue and your need. Customers registering with their site ID are automatically routed to the support group queue specific to their product. Response times are determined by solution priority level and the call coordinator prioritizes calls based on the UKG solution service level agreement:

Priority Based Support
UKG provides support on a “priority” basis. As such, customers with the most critical request(s) will be serviced first. Below is an example. Please note that target response times will vary depending on the UKG solution:
• Priority Level: High
o Target Response Time: Thirty (30) minutes or immediately via Rapid Response o A critical Customer issue with no available workaround where the Subscription Services cannot be accessed or where the Subscription Services are experiencing significant system degradation, such as:
 Cloud outage
 Unable to sign-off timecards
 Payroll data accuracy or inability to process payroll  Totals are not accurate
 Unable to collect punches from terminals
 Unable to access a critical function within the Subscription Services

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• Priority Level: Medium
o Target Response Time: One (1) business hour or immediately via Rapid Response o A serious Customer issue which impacts the ability to utilize the Subscription Services effectively, such as:
 Intermittent or inconsistent functionality results or data accuracy (e.g., accrual balances not matching pay codes, but balances are accurate)  Data display inaccuracies or inconsistencies across multiple tasks  Application performance is inconsistent or fluctuates • Priority Level: Low
o Target Response Time: Within two (2) business hours
o Non-critical Customer issues generally entail use and usability issues or how-to questions, such as:
 How do I set up a holiday pay rule?
 How do I run a report?

UKG Service Escalation Guidelines
• Critical Outages: UKG will provide continuous effort on all high-priority events through either bug identification, the development of a workaround, or problem resolution. The case may be passed to the after-hours team if this effort goes beyond normal business hours. On-going continuous attempts may also depend on the customer’s ability to provide a resource to work with UKG during this period.
• Technical Escalation: UKG’s case resolution process is a team-based approach structured around specific features within our solution and staffed by support engineers covering the full spectrum of skill sets and technical expertise. The teams are empowered to dynamically apply the appropriate resources to a case, based on severity and complexity, to ensure the fastest resolution time possible. The teams are also integrated with the Development Engineering and Cloud Operations teams. They engage their assistance and technical guidance when necessary and directly escalate depending on case severity and time to resolve considerations. An Escalation Manager may be assigned as a single point of contact and communication regarding case resolution status, action plan development, resource integration, and implementation coordination for situations that contain multiple cases. The Escalation Manager remains engaged until the problem has been successfully remediated. • Management Escalation: Customers may, at any time, ask to speak to the UKG support manager if they experience dissatisfaction with the level of service received concerning a specific case or service in general. To contact the UKG Customer Relationship manager, please call the UKG Customer Relationship Center and ask to speak to a manager.

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• Remote Support: A web-based screen-sharing application that enables UKG to support you by empowering our support representatives to view your computer remotely. By connecting remotely, support representatives will work in real-time with your users and quickly escalate to desktop sharing, which features mutual mouse and keyboard control and whiteboard capability.

UKG Community
As a UKG customer, you will have access to the UKG Community where you can connect with UKG customers, partners and product experts to get help, training and share ideas. Discover the tools and resources you need to maximize your UKG solution, and tap into the educational offerings, remote customer support, eCase management, customer forums, documentation, and more that UKG experts support. This is our vibrant platform allowing for seamless and ongoing networking opportunities with peers. Highlighting a few statistics that make this platform standout include:
• Our UKG Community houses over 150,000 members, including over 5,000 UKG Partners • Among a recent quarter, members logged in 308,984 times, accumulated 367.k searches and viewed 2,340,780 pages!
• Community members continue to enthusiastically submit, collaborate, and vote on product enhancement ideas and our product teams continue to work these ideas into our products – testament to our innovative commitments.

Access to the UKG Community includes:
• Support Cases - Creating and managing support cases is easy in the Community through our Cases portal which enables you to quickly send in cases to our support team and get a full view of your cases to easily see cases by your solution ID, status, owner, and more. . • Get Answers - Questions? Community is fully searchable. The global search bar will make appropriate suggestions, helping you optimize your search term and access the best possible answer. Results include Knowledgebase articles, Documentation, Technical Advisories, Service Packs, Discussions, Answers, and more. And if you can’t find your answer, you can always ask a question for others in the Community to answer.
• Learn - Community offers easy access to UKG training, thought leadership newsletters, and expert insight blogs. Community also provides unlimited access to tutorials, how-to’s, live webinars, sandbox environments, and more. The Learn page is also your gateway to HR and Payroll Answerforce™, which can help improve compliance with one-stop information on up-todate law, regulation, and industry trend summaries powered by Wolters Kluwer. • Discussions - Connect with UKG customers, partners, and product experts in Discussion Groups that are organized by product, industry, or special interest. With thousands of active Community members, there’s always a valuable conversation to jump in on. Join product-specific Alert groups to receive emails about high-priority product issues like Service Pack releases, technical advisories, and more. And staying up to date on your industry is easier than ever when you follow industry news as it develops in industry-specific groups.

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24 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
• Ideas - Have ideas for product or UKG Community improvements? UKG listens to all of our customers. Simply access the Community to add comments to ideas you want to expand on or submit an idea of your own. Search existing Idea posts by product platform and application, and vote ideas up or down so the most popular ones rise to the top.

UKG Aspire Event
Aspire is an annual conference that celebrates UKG's customers. We do this by delivering on their expectations of value, partnership, forming connections, and making memories. Advantages include:
• Easy access to UKG experts for best practice solutions and instant support • Holistic product learning through sessions, roadmap presentations, and demos • Meaningful opportunities for peer-to-peer networking
• Intentional and inspiring thought leadership topics
• Inviting, inclusive, and immersive social experiences

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25 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

5.6 PRICING
Suppliers shall provide a detailed breakdown of the price per user/license for the proposed system(s). a. Provide details of and propose additional discounts for large number of users, minimum user, rebates or additional discounts (if offered).

A sample of UKG software, hardware, and professional services offerings is provided in the attached Price Book. Sample pricing provided is MSRP and is "not to exceed" for net new customers only. Upon award, a comprehensive price book for all readily available products will be provided to OMNIA Partners and the Lead Public Agency. Legacy products and those nearing end of engineering or end of life will not be included but are still available for customers waiting to make the transition to the latest UKG technology.

UKG is proposing a minimum 10 percent discount on most line items greater than $1.00, though restrictions may apply. Additional discounts for volume, active promotions, or incentive programs will be negotiated on an individual basis for each agency and in accordance with current UKG sales policies and procedures, and customer's purchasing policies and procedures. b. Provide costs for migration.

Customers migrate or upgrade from legacy UKG products on a like-for-like basis plus an applicable multiplier based on complexity of the migration, not to exceed 2x their current subscription cost.

Customers migrating from their legacy third-party systems to UKG systems will follow standard "not to exceed" pricing as detailed in the Order Form and Scope of Work. c. Provide costs to upgrade software.

Customers migrate or upgrade from legacy UKG products on a like-for-like basis plus an applicable multiplier based on complexity of the migration, not to exceed 2x their current subscription cost.

Customers migrating from their legacy third-party systems to UKG systems will follow standard "not to exceed" pricing as detailed in the Order Form and Scope of Work. d. Provide any training costs.

UKG will provide Training Services related to a Subscription Service as specified in the Order and in accordance with the applicable Statement of Work or Services Description. Each engagement is scoped by UKG and its partners after a thorough assessment process to truly understand the agency's needs so as to recommend a viable and long-term solution. Rates through this OMNIA Partners agreement are discounted from list price to ensure greater value for the participating public agencies.

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26 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
e. Provide any implementation costs.

UKG will provide Implementation Services related to a Subscription Service as specified in the Order and in accordance with the applicable Statement of Work or Services Description. Each engagement is scoped by UKG and its partners after a thorough assessment process to truly understand the agency's needs so as to recommend a viable and long-term solution. Rates through this OMNIA Partners agreement are discounted from list price to ensure greater value for the participating public agencies. f. Provide payment methods and terms.

UKG understands the flexibility required by participating public agencies in accordance with procurement rules and policies. UKG conducts a thorough needs assessment with every agency to understand their fiscal policies and budget cycles and presents tailored payment methods and terms for every order. Details include currency, term, uplift percentage, shipping terms, ship method, freight term, renewal term, and payment terms (e.g. Net 30 days) g. Provide any technical support fees.

Technical support fees are generally included in the UKG subscription cost as outlined in the UKG SaaS Support Policies and Services at https://www.ukg.com/saas-support-policies-and-services. Additional technical support options may be available for purchase depending on the criticality of the participating public agency’s needs, as determined in the thorough needs assessment and throughout the lifecycle of the agency’s term.
h. Indicate if payment will be accepted via credit card. If so, may credit card payment(s) be made online? Also state the Convenience fee, if allowable, per the Visa Operating Regulations.

Not applicable.

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27 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
Price Book

1442
Product Name MSRP
UKG Pro Pay and People Center $ 22.00
HR Only Employees $ 8.00
Global Employees $ 8.00
UKG Pro Limited Access (fka Terminated Web Employees) $ 2.00 UKG Pro Talent Acquisition $ 6.00
UKG Pro Recruiting $ 3.00
UKG Pro Onboarding $ 3.00
UKG Pro Candidate Texting $ 0.30
UKG Pro Performance and Coaching $ 7.00
UKG Pro Performance Reviews $ 3.00
UKG Pro Succession $ 3.00
UKG Pro Coaching and Development $ 4.00
UKG Pro Career Designer $ 4.00
UKG Pro Compensation $ 4.00
UKG Pro Learning $ 8.00
External Learners in UKG Pro Learning (fka UltiPro Learning) $ 2.00 UKG Pro Employee Voice $ 4.00
UKG Pro Benefits Administration $ 6.00
UKG Pro Benefits Hub $ 6.00
UKG Pro Document Manager $ 4.00
UKG Pro People Assist $ 4.00
UKG Pro Talk $ 2.00
UKG Great Place To Work Hub $ 6.00
UKG Pro Employee Pay $ 2.00
Interface Files
BI Reports
UKG Pro Employee Pay
(fka UltiPro Employee Pay)
UKG Pro Check Printing
(fka UltiPro Check Printing Services)
Year End Tax Forms (W2, 1099, T4, RL-1, 1095)
UKG Pro Communications Broadcast-Text Notifications (fka UltiPro Community Broadcast – Text Notifications)
UKG Pro HCM NPRD (add-on) $ 10.00
US Customers Adding Canadian Employees AFTER the initial sale UKG Pro Workforce Management (Hourly) $ 12.00
UKG Pro Workforce Management (Salaried) $ 7.00
UKG Pro Scheduling $ 1.50
UKG Pro Advanced Scheduling $ 3.50

1443
UKG Pro Forecasting $ 6.00
UKG Pro Rotation Schedule $ 1.00
UKG Pro Workforce Management Analytics $ 2.50
UKG Pro Workforce Management Healthcare Productivity $ 5.50 UKG Pro People Analytics with Pro WFM Data
UKG Pro People Analytics with Pro WFM Data Premium
UKG Pro People Analytics with Pro WFM Data Enterprise
UKG Pro Workforce Management Data Hub Enterprise
UKG Pro Workforce Management Data Hub Premium $ 0.25
UKG Pro Accruals $ 1.50
UKG Pro Leave (includes Accurals) $ 3.00
UKG Pro Attendance $ 3.50
UKG Pro Absence (Includes Attendance, Leave, and
Accruals) $ 3.50
UKG Pro Activities $ 3.50
UKG Pro Gaming $ 1.00
UKG Pro WFM Talk $ 3.50
UKG Pro WFM PointClickCare Census Import $ 0.50
UKG Pro Auctions $ 3.50
UKG Pro Strategic Workforce Planning $ 6.00
UKG Dimensions Additional Non-Production Environments $ 0.40 UKG Dimensions Additional SFTP
(2 included at no additional charge) $ 65.00
UKG Dimensions Additional VPN
(2 included at no additional charge) $ 195.00
UKG Dimensions Microsoft Outlook Integration (fka Workforce Dimensions Microsoft Outlook Plug-In) $ 1.00
UKG Dimensions Google Integration (fka Workforce Dimensions AddIn Google Sheets and Calendar) $ - UKG One View Connect $ 10.00
UKG One View Managed Services
UKG One View Managed SaaS Fee
UKG One View Payments

1444
UKG Pro Workforce Management (WFM) (Formally UKG Dimensions) Standard
License
Seasonal
License
Cloud Only - PEPM US$ US$
Suggested Suggested
Description Retail Retail
Core Products
UKG PRO TIMEKEEPING HOURLY $10.00 $13.00
UKG PRO TIMEKEEPING SALARIED $5.00 $6.50
Activities
UKG PRO ACTIVITIES (Formerly Work) $2.50 $3.25
Absence Management Products
UKG PRO ACCRUALS $1.00 $1.30
UKG PRO LEAVE (Includes Accruals) $2.00 $2.60
UKG PRO ABSENCE (Includes Attendance, Leave and Accruals) $2.50 $3.25 Gaming
UKG PRO GAMING $0.50 $0.65
Talk
UKG PRO WFM TALK $2.50 $3.25
Auctions
UKG PRO AUCTIONS $2.50 $3.25
Strategic Workforce Planning
UKG PRO STRATEGIC WORKFORCE PLANNING $5.00 $6.50
Scheduling Products
UKG PRO SCHEDULING $1.00 $1.30
UKG PRO ADVANCED SCHEDULING (includes UKG Pro Scheduling) $2.50 $3.25 UKG PRO FORECASTING (Includes UKG Pro Advanced Scheduling) (Formerly called: Optimized Scheduling With Forecasting) $5.00 $6.50 UKG PRO ROTATION SCHEDULE $0.50 $0.65
UKG PRO WFM POINTCLICKCARE CENSUS IMPORT $0.30
US and Canada only, no Seasonal
Requires: UKG PRO ADVANCED SCHEDULING
or
UKG PRO FORECASTING (Includes UKG Pro Advanced Scheduling) Count must match

1445
Required Quote Note QT-42835: For the PointClickCare Census Data Import, the following terms apply: a) Kronos may terminate this integration on 30 days’ written notice; b) responsibility for PointClickCare API availability, stability and proper function remains with PointClickCare; and c) customer is required to enter into a contract with PointClickCare prior to subscribing to the EMR PointClickCare solution Clinical Scheduling Extensions
UKG PRO CLINICAL SCHEDULING EXTENSIONS (Requires Clinical Scheduling Ext. Encryption Gateway) $5.00 $0.00 Note: UKG PRO Clinical Scheduling Extentions is a manual license code which is sent to Cloud Services - Licensing team for installation.

UKG PRO CLINICAL SCHEDULING EXTENSIONS ENCRYPTION GATEWAY $0.00 Note: Part number 8605325-000 is required when ordering Encryption Gateway. Encription Gateway is sold as a quantity of 1 per customer.

Analytics Products
UKG PRO WORKFORCE MANAGEMENT ANALYTICS $2.00 $2.60
UKG PRO WORKFORCE MANAGEMENT HEALTHCARE PRODUCTIVITY (Includes UKG Pro Workforce Management Analytics) $4.50 $5.85 Data Hub
UKG PRO WORKFORCE MANAGEMENT DATA HUB ENTERPRISE $0.00 $0.00 UKG PRO WORKFORCE MANAGEMENT DATA HUB PREMIUM $0.10 $0.13 Add-In
UKG PRO WORKFORCE MANAGEMENT GOOGLE INTEGRATION (Requires 4 hours of PS, or applicable Onboarding Fees) (Formerly called: ADD-IN GOOGLE SHEETS AND CALENDAR) $0.00 5,000 to 9,999
UKG PRO WORKFORCE MANAGEMENT OUTLOOK INTEGRATION (Requires 4 hours of PS, or applicable Onboarding Fees) (Formerly called: Microsoft Outlook Plugin) Tiered Pricing 1 to 2,499 $1,500.00
2,500 to 4,999 $3,000.00
5,000 to 9,999 $6,000.00
> 10,000 $12,000.00
Integrations
UKG PRO WFM INTEGRATION TO UKG TELESTAFF $0.00
UKG PRO WFM INTEGRATION TO UKG WORKFORCE PLANNER $0.00
Other
UKG PRO WORKFORCE MANAGEMENT NON-PROD ADDITIONAL TENANT $0.25 Full Term Only
Existing customers that original purchased SAAS-WFD-ADD-TENANT with Tiered pricing will continue to order using the Tiered part #.

UKG PRO WFM NON-PROD ADDITIONAL TENANT Tiered Pricing
Full Term Only
$500.00
$500.00
$1,000.00
$1,500.00

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$2,500.00
$5,000.00
$10,000.00
$20,000.00
$37,500.00
UKG PRO WORKFORCE MANAGEMENT SFTP LICENSE $50.00
UKG PRO WORKFORCE MANAGEMENT ADDITIONAL VPN $150.00
UKG DIMENSIONS TAX FILING BY BSI Tiered Pricing
Equal to or less than, 1000 Employees (Base) $700.00
1001 to 2000 Employees $0.70
2001+ Employees $0.25
UKG DIMENSIONS GOOGLE FOR WORK SETUP FEE $5.00
UKG DIMENSIONS PAYROLL SERVICES ADDITIONAL EIN'S(For each EINs greater than 2) $550.00 UKG DIMENSIONS PAYROLL SERVICES ONE TIME SETUP FEE (Includes 2 EINs) $3,000.00 Success Offerings
Offering Fee
ESSENTIALS $ -
TECHNICAL ACCOUNT MANAGER (TAM) $ 130,000
ENHANCED CUSTOMER SUCCESS PLAN 10%
TECHNICAL ACCOUNT MANAGER (TAM) $ 130,000

1447
Hardware - UKG InTouch™ DX G2 US Retail
Suggested Device SW Device SW Depot Depot Per
Description Retail
Maintenance <99
terminals
Maintenance >100
terminals Repair Exchange Event
UKG InTouch DX G2 with Bar Code Badge Reader $4,495.00 $175.00 $109.00 $225.00 $300.00 $1,600.00 UKG InTouch DX G2 with Magnetic Stripe Card Reader $4,695.00 $175.00 $109.00 $225.00 $300.00 $1,675.00 UKG InTouch DX G2 with HID Proximity Card Reader $5,325.00 $175.00 $109.00 $225.00 $300.00 $1,950.00 UKG InTouch DX G2 with Smart Card Reader $5,435.00 $175.00 $109.00 $225.00 $300.00 $2,000.00 UKG InTouch DX G2 with Legic Reader $5,435.00 $175.00 $109.00 $225.00 $300.00 $2,000.00 InTouch DX/DX G2 North America Power Kit For External AC Outlet $0.00 Kronos Touch ID Plus Biometric Option for InTouch DX/DX G2 $1,485.00 - - $108.00 $135.00 $625.00 Kronos TouchFree ID Face Biometric Option for InTouch DX/DX G2 $1,650.00 $120.00 $150.00 $700.00 Wi-Fi Option Kit for InTouch DX G2 $360.00
InTouch Linear Imager Bar Code Scanner Option $975.00 - - $65.20 $81.50 $420.00 InTouch DX/DX G2 NIMH Backup Battery Option $420.00
InTouch DX/DX G2 External Reader Board Option $145.00
InTouch DX/DX G2 Transition Board Option (required if ordering one or more of the following options) $145.00 Universal Relay Option $315.00
InTouch Remote HID MiniProx Reader Option $700.00 - - $46.40 $58.00 $375.00 InTouch Remote HID ProxPro Reader Option $700.00 - - $46.40 $58.00 $375.00 Spare Parts - UKG InTouch DX G2
InTouch DX/DX G2 Enclosure Top Filler Plate $7.50
InTouch DX/DX G2 Replacement Enclosure Back Cover $100.00 InTouch Replacement Security Screw Removal Tool $6.00
InTouch DX Replacement Hardware Accessory Packet $10.00 InTouch DX Replacement Reset Switch Access Door $7.50
InTouch DX Replacement WiFi Option Access Door $7.50
InTouch DX Replacement Internal Power Transformer $235.00 InTouch DX Replacement 6' Power Cord - North America $18.00

1448
UKG Pro WFM Professional Services
UKG Pro Workforce Management Professional Services include implementation and consulting services.

Part Description USD$ Notes
SMB
UKG PRO WORKFORCE MANAGEMENT ONBOARDING SERVICES SMB $200 Billing Role =
Kronos Consultant,
Integration Consultant,
Informatics Consultant,
Management Consultant,
Analytics Consultant,
Data Hub Consultant,
Integration Strategic
Service, Project Manager
UKG PRO WFM READINESS ADVISORY SERVICES SMB $5,500.00
Billing Role = Kronos
Consultant
UKG PRO WORKFORCE MANAGEMENT SMB ONBOARDING FEE quoted Billing Role = Grouped UKG PRO WFM SMB ONBOARDING A LA CARTE FEE quoted Billing Role = Grouped UKG PRO WORKFORCE MANAGEMENT MIGRATION SMB $0.00
Billing Role =
Kronos Consultant,
Integration Consultant,
Informatics Consultant,
Management Consultant,
Analytics Consultant,
Data Hub Consultant,
Integration Strategic
Service, Project Manager

ENTERPRISE
UKG PRO WFM ONBOARDING SERVICES ENTERPRISE $220
Billing Role =
Kronos Consultant,
Integration Consultant,
Informatics Consultant,
Management Consultant,
Analytics Consultant,
Data Hub Consultant,
Integration Strategic
Service, Project Manager
UKG PRO WFM READINESS ADVISORY SERVICES ENTERPRISE $11,000.00 Billing Role = Kronos
Consultant

1449
UKG PRO WORKFORCE MANAGEMENT MIGRATION ENTERPRISE $0.00 Billing Role =
Kronos Consultant,
Integration Consultant,
Informatics Consultant,
Management Consultant,
Analytics Consultant,
Data Hub Consultant,
Integration Strategic
Service,Project Manager
ENTERPRISE and SMB
UKG PRO WFM READINESS ADVISORY SERVICES $235.00
Billing Role = Kronos
Consultant
UKG PRO WORKFORCE MANAGEMENT ADVISORY SERVICES $275.00
Billing Role = Strategic
Advisor
UKG PRO WORKFORCE MANAGEMENT ADVANCED TESTING SERVICES $205.00 Billing Role = Kronos
Consultant
UKG PRO WORKFORCE MANAGEMENT EDUCATION CONSULTING $220.00 Billing Role = Education
Consultant
UKG PRO WORKFORCE MANAGEMENT TRAIN THE TRAINER PACKAGE $3,000.00 Billing Role = Education
Consultant
UKG PRO WORKFORCE MANAGEMENT USER ADOPTION SERVICES $220.00 Billing Role = Education
Consultant
UKG PRO WORKFORCE MANAGEMENT USER ADOPTION ASSESSMENT $3,000.00 Billing Role = Education
Consultant
UKG PRO WORKFORCE MANAGEMENT ANALYTICS PROMO SETUP $0.00 Billing Role = Kronos
Consultant or Integration
Consultant or Informatics
Consultant or
Management Consultant
or Analytics Consultant or
Vision Consultant or
Integration Advisor
UKG PRO WORKFORCE MANAGEMENT INTEGRATION BUILD SERVICES $110.00 Billing Role = Integration
Build Consultant
UKG PRO WFM EFR- ENGINEERING FEATURE REQUEST $240.00
Billing Role = Technology
Consultant
UKG PRO WFM EFR - ENGINEERING FEATURE REQUEST FIXED FEE Call for Quote Billing Role = Grouped UKG PRO WORKFORCE MANAGEMENT ENGINEERING DISCOVERY $240.00 Billing Role = Technology
Consultant
UKG PRO WFM ENGINEERING DISCOVERY FIXED FEE Call for Quote Billing Role = Grouped UKG PRO WFM ADVISORY SERVICES FIXED FEE $240.00
Billing Role = Kronos
Consultant
UKG PRO WFM ADVANCED TESTING SERVICES FIXED FEE $205.00 Billing Role = Kronos
Consultant
UKG PRO WORKFORCE MANAGEMENT DATA EXTRACTION TOOLKIT $16,500.00 Billing Role = Integration
Consultant
UKG PRO WORKFORCE MANAGEMENT FF ONBOARDING SERVICES Call for Quote

1450

APPLICATION MAINTENANCE SERVICES
UKG PRO WFM INTEGRATION / API APPLICATION MAINTENANCE Call for Quote Billing Role = Integration
Consultant

MANAGED SERVICES
UKG WORKFORCE MANAGEMENT EEC - HELP DESK Call for Quote UKG WORKFORCE MANAGEMENT MANAGED APPLICATION SERVICES Call for Quote

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Passport for UKG Pro WFM US$
Table of Contents Suggested
Description Retail PEPM
Passport InTrack
PASSPORT INTRACK ESSENTIALS UKG Pro Timekeeping (WFM) $2.00 PASSPORT INTRACK ESSENTIALS ADDITIONAL MANAGER LICENSE Passport inTrack Essentials $10.00 PASSPORT INTRACK ENTERPRISE UKG Pro Timekeeping (WFM) $6.00 PASSPORT INTRACK ENTERPRISE ADDITIONAL MANAGER LICENSE Passport inTrack Enterprise $30.00 PASSPORT INTRACK PRO UKG Pro Timekeeping (WFM) $4.00
PASSPORT INTRACK PRO ADDITIONAL MANAGER LICENSE Passport inTrack Pro $20.00 Passport InOrder
PASSPORT INORDER ESSENTIALS UKG Pro Timekeeping (WFM) $4.00 PASSPORT INORDER ESSENTIALS ADDITIONAL MANAGER LICENSE Passport inOrder Essentials $10.00 PASSPORT INORDER ENTERPRISE UKG Pro Timekeeping (WFM) $12.00 PASSPORT INORDER ENTERPRISE ADDITIONAL MANAGER LICENSE Passport inOrder Enterprise $30.00 PASSPORT INORDER PRO UKG Pro Timekeeping (WFM) $8.00
PASSPORT INORDER PRO ADDITIONAL MANAGER LICENSE Passport inOrder Pro $20.00 Passport Event Scheduling
PASSPORT EVENT SCHEDULING ESSENTIALS UKG Pro Timekeeping (WFM) $2.00 PASSPORT EVENT SCHEDULING ESSENTIALS ADDITIONAL MANAGER LICENSE Passport Event Scheduling Essentials $10.00 PASSPORT EVENT SCHEDULING PRO UKG Pro Timekeeping (WFM) $4.00 PASSPORT EVENT SCHEDULING PRO ADDITIONAL MANAGER LICENSE Passport Event Scheduling Pro $20.00 Passport Add-ons
PASSPORT LOTRACK UKG Pro Timekeeping (WFM) $4.00
PASSPORT LOTRACK MANAGER ADDS-ON Passport LoTrack $20.00 PASSPORT PLAN VERSES ACTUAL ROUTE ANALYTICS Passport inOrder Enterprise or Pro $4.00 PASSPORT PLAN VERSES ACTUAL ROUTE ANALYTICS MANAGER ADD-ON Passport Plan verses Route Analytics $20.00 PASSPORT DATA STORAGE - 100 GIG
Passport inOrder Essentials, Enterprise, or Pro
OR
Passport inTrack Essentials, Enterprise, or Pro
OR
Passport Event Scheduling Essentials or Pro
OR
Passport LoTrack
OR
Passport Data Transformation $100.00
PASSPORT DATA TRANSFORMATION UKG Pro Timekeeping (WFM) $4.00 Passport Professional Services Billing Role USD$/hr
3RD PARTY PASSPORT PROFESSIONAL SERVICES Third Party $215.00 3RD PARTY PASSPORT PROFESSIONAL SERVICES FIXED FEE Grouped Call for Quote

1452
ThinkTime
Standard
License
Seasonal
License
US$ US$
Suggested Suggested
Description Retail Retail
3rd Party Software
UKG PRO TASK MANAGEMENT BY THINKTIME $5.00 $6.50
3rd Party Professional Service
3RD PARTY INSTALLATION UKG PRO WFM THINKTIME (Enterprise) $200.00 (SMB) $180.00
3RD PARTY UKG PRO WFM THINKTIME FIXED FEE Call For Quote 3rd Party Disk Space Overages
THINKTIME - UKG PRO WFM DISK SPACE OVERAGE $0.25

1453
UKG Ready Software US Retail
Table of Contents US$
Suggested
Description Retail PEPM
UKG Ready Time
UKG READY TIME (Formerly Worforce Ready Time Keeping) $6.00 UKG Ready Accruals Manager
UKG READY ACCRUALS MANAGER $1.00
UKG Ready HR
UKG READY HR $6.00
UKG Ready Payroll
UKG READY PAYROLL $6.00
UKG Ready Payroll Canada
UKG READY PAYROLL CANADA $6.00
UKG Ready Payroll Services
UKG READY PAYROLL SERVICES $1.75
UKG Ready Payroll Services With Smartcheck
UKG READY PAYROLL SERVICES WITH SMARTCHECK $2.00
UKG Ready Payroll by Payroll Metrics
UKG READY PAYROLL BY PAYROLL METRICS n/a
UKG READY STP GATEWAY ASSIST BY PAYROLL METRICS n/a
UKG READY DEDUCTION MANAGEMENT GATEWAY ASSIST BY PAYROLL METRICS n/a UKG READY EFT GATEWAY ASSIST BY PAYROLL METRICS n/a
UKG READY PAYROLL BY PAYROLL METRICS - TRAINING (Flat Fee) n/a UKG READY PAYROLL BY PAYROLL METRICS - ADDITIONAL REMOTE SERVICES (per hour) n/a UKG READY PAYROLL BY PAYROLL METRICS ONE TIME SETUP FEE (Tiered Pricing) UKG Ready ACA Manager
UKG READY ACA MANAGER $0.50
UKG Ready Tax Filing by BSI
UKG READY TAX FILING BY BSI Tiered Pricing:

Monthly Base: $160.00
201ee - 500ee: $0.57
501ee - 1000ee: $0.79
1001ee - 2000ee: $0.70
2001ee - 5000ee: $0.25
UKG Ready Leave
UKG READY LEAVE $1.50
UKG Ready Compensation
UKG READY COMPENSATION $1.00
UKG Ready Scheduler
UKG READY SCHEDULER $2.50

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UKG Ready Access Control
UKG READY ACCESS CONTROL n/a
UKG Ready Attestation
UKG READY ATTESTATION $0.50
UKG Ready Performance Management
UKG READY PERFORMANCE $1.00
UKG Ready Recruiting
UKG READY RECRUITING (Formerly Talent) $1.00
UKG Ready Integration Hub
UKG READY INTEGRATION HUB $0.00
UKG Ready People Insights
UKG READY PEOPLE INSIGHTS (Formerly Advanced People Analytics) $2.00 UKG Ready Learning
UKG READY LEARNING $3.50
UKG Ready Benefits
UKG READY BENEFITS $5.50
UKG Ready COBRA Administration Services
UKG READY COBRA ADMINISTRATION SERVICES $1.50
Professional Services
UKG READY UKG CONSULTANT (TIME AND MATERIALS) $187.50
Services

UKG READY SETUP FEE

UKG READY TAX FILING ADMIN SETUP FEE

UKG READY TAX FILING ONE TIME SETUP FEE

UKG READY ADDITIONAL SERVICES

1455
Hardware - Kronos InTouch™ DX US Retail
US$ **US$ **US$ US$ US$ US$
Suggested Device SW Device SW Depot Depot Per
Description Retail
Maintenance <99
terminals
Maintenance >100
terminals Repair Exchange Event
Step 2: Select Power Option for InTouch DX
InTouch DX/DX G2 North America Power Kit For External AC Outlet $0.00 Step 3: Select Additional Options as required for InTouch DX Kronos Touch ID Plus Biometric Option for InTouch DX/DX G2 $1,485.00 - - $108.00 $135.00 $625.00 Kronos TouchFree ID Face Biometric Option for InTouch DX/DX G2 $1,650.00 $120.00 $150.00 $700.00 Wi-Fi Option Kit for InTouch DX & InTouch 9100 H4 $360.00 InTouch Linear Imager Bar Code Scanner Option $975.00 - - $65.20 $81.50 $420.00 InTouch DX/DX G2 NIMH Backup Battery Option $420.00
InTouch DX/DX G2 External Reader Board Option $145.00
InTouch DX/DX G2 Transition Board Option (required if ordering one or more of the following options) $145.00 Universal Relay Option $315.00
InTouch Remote HID MiniProx Reader Option $700.00 - - $46.40 $58.00 $375.00 InTouch Remote HID ProxPro Reader Option $700.00 - - $46.40 $58.00 $375.00 Spare Parts - Kronos InTouch DX
InTouch DX/DX G2 Enclosure Top Filler Plate $7.50
InTouch DX/DX G2 Replacement Enclosure Back Cover $100.00 InTouch Replacement Security Screw Removal Tool $6.00
InTouch DX Replacement Hardware Accessory Packet $10.00 InTouch DX Replacement Reset Switch Access Door $7.50
InTouch DX Replacement WiFi Option Access Door $7.50
InTouch DX Replacement Internal Power Transformer $235.00 InTouch DX Replacement 6' Power Cord - North America $18.00 InTouch DX Replacement 2M Power Cord - China $18.00
InTouch DX Replacement 6' Power Cord - India $18.00
InTouch DX Replacement 2M Power Cord - United Kingdom $18.00 InTouch DX Replacement 2M Power Cord - Australia $18.00 InTouch DX Replacement 6' Power Cord - Japan $18.00
InTouch Replacement 6' Power Cord - EURO $18.00
InTouch Replacement 2M Power Cord - South Korea $18.00
InTouch Replacement 6' Power Cord - Argentina $18.00
InTouch Replacement 2M Power Cord - South Africa $18.00 Allowed Coverage for Clocks and Options
Clocks Allowed?
Depot Exchange Yes
Depot Exchange No
Depot Exchange No
Depot Repair Yes
Depot Repair No
Depot Repair No
Device SW Maintenance Yes
Device SW Maintenance No
Device SW Maintenance No

1456
KSS (UKG Solution Services ) SoftwareTools v8
US$ US$ US$
Please note that the KSS tools listed in this section fall under our Standard UKG Sales, Software License and Service Agreement. Suggested Gold* Platinum* Description Retail Support
Services
Support
Services
KSS Tool Attestation Tool Kit
KSS Tool Attestation Tool Kit v8 $15.00 $3.30 $3.75
KSS Tool Scheduling Attestation
KSS Tool Scheduling Attestation V8 $10,000.00 $2,200.00 $2,500.00 KSS Tool Full Time - Part Time Analysis Report
KSS Tool Full Time - Part Time Analysis Report v8 $5,000.00 $1,100.00 $1,250.00 KSS Tool UKG Time Capture for Cisco*
Solution Services SFW Tools Professional Services $215.00 n/a n/a KSS Tool,UKG Time Capture For CISCO V8 $31.50 $6.93 $7.88 KSS Tool Puerto Rico Meal Penalty Support
KSS Tool Puerto Rico Meal Penalty Support v8 $24,000.00 $5,280.00 $6,000.00

1457
UKG Telestaff IVR
US$ US$ US$
Suggested Gold* Platinum*
Description Retail Support Services Support Services
UKG Telestaff IVR Service
UKG TELESTAFF IVR SERVICE $0.00 $0.00 $0.00
UKG Telestaff IVR License Per Port
UKG TELESTAFF IVR LICENSE PER PORT $2,500.00 $550.00 $625.00

1458
UKG TELESTAFF CLOUD US$
Cloud Only - PEPM
Table of Contents Suggested
Description Retail
UKG TELESTAFF CLOUD $10.00
Note: UKG TELESTAFF CLOUD is a bundled item and includes the following items:

Bidding
Blueprints
Bulk Data Extract
Contact Manager
Gateway Manager
Global Access
Institution Focus
Intouch Timeclock Device
SMS Manager
UKG TELESTAFF CLOUD EXTRA DUTY EVENTS $1.50
UKG TELESTAFF CLOUD NON-PROD ADDITIONAL TENANT $0.60
Professional Services - TeleStaff Billing Role US$/HR
TSG Professional Services
Project Manager, Engagement Principal,
Application Consultant, Solution Consultant, or
Integration Consultant $180
TSG Solution Services KSS Consultant $215
TSG Technical Services Technical Consultant $215

UKG TELESTAFF CLOUD NON-PROD ADDITIONAL TENANT

UKG TELESTAFF CLOUD

UKG TELESTAFF CLOUD EXTRA DUTY EVENTS

1459
Software - UKG TeleStaff v7.1+
US$ US$ US$
Suggested Gold* Platinum*
Description Retail Support Services Support
Services
UKG TeleStaff Enterprise v7.1+
UKG TELESTAFF Enterprise V7.1+ $135.00 $29.70 $33.75
UKG TeleStaff Enterprise v7.5 ESD Software Kit $0.00
UKG TeleStaff Enterprise v7.4 ESD Software Kit $0.00
UKG TeleStaff Enterprise v7.3 ESD Software Kit $0.00
UKG TeleStaff Enterprise v7.2 ESD Software Kit $0.00
UKG TeleStaff Enterprise v7.1 ESD Software Kit $0.00
UKG TeleStaff Global Access v7.1+
UKG TELESTAFF GLOBAL ACCESS V7.1+ $25.00 $5.50 $6.25
UKG TeleStaff Gateway Manager v7.1+ - one per customer
UKG TELESTAFF GATEWAY MANAGER V7.1+ $5,000.00 $1,100.00 $1,250.00 UKG TeleStaff Institution Focus v7.1+
UKG TELESTAFF INSTITUTION FOCUS V7.1+ $20.00 $4.40 $5.00 UKG TeleStaff Contact Manager v7.1+
UKG TELESTAFF CONTACT MANAGER V7.1+ $15.00 $3.30 $3.75
UKG TeleStaff Bidding v7.1+ (Formerly Auctions)
UKG TELESTAFF BIDDING V7.1+ $50.00 $11.00 $12.50
UKG TeleStaff Blueprints v7.1+
UKG TELESTAFF BLUEPRINTS V7.1+ $0.00 $0.00 $0.00
UKG Telestaff Bulk Data Extract v7.1+
UKG TELESTAFF BULK DATA EXTRACT V7.1+ $0.00 $0.00 $0.00 UKG Telestaff SMS Manager v7.1+
UKG TELESTAFF SMS MANAGER V7.1+ $0.00 $0.00 $0.00
UKG Telestaff Intouch Timeclock Device v7.1+
UKG Telestaff Intouch Timeclock Device v7.1+ $0.00 $0.00 $0.00 UKG Telestaff Extra Duty Events v7.4+
UKG Telestaff Extra Duty Events v7.4+ $65.00 $0.00 $0.00 Professional Services - TeleStaff
T&M or Fixed Fee
Hourly Rate US$
TSG Professional Services $180
UKG TeleStaff Contact Manager v7.1+ is required on Version Upgrade orders; product $0, maintenance Billing Role
Project Manager, Engagement
Principal, Application Consultant,
Solution Consultant, or Integration
Consultant

1460
TSG Solution Services $215
TSG Technical Services $215 Technical Consultant
KSS Consultant

1461
Software - EZCall
Table of Contents US$
Suggested
Description Part Number
Pricing
Context SaaS
UKG EZCALL 8604409-000 License $300.00
Workforce Periop Scheduler Powered By EZCall 8604410-000 License $300.00 UKG EZCall Setup Fee (for Kronos EZCall and/or WF Periop Users) 9999800-100 $150.00 The set up fee is per provider (per user).

QTY the total of UKG EZCall and/or Workforce periOp Scheduler license count (combine count, if both) Billing Role: Grouped
PSA Contact Type: Fixed Fee
Workforce Periop Scheduler by OR Room, Powered By EZCall 8604412-000 License $3,500.00 UKG EZCall Setup Fee (for WF Periop by OR Room) 9999800-100 $1,500.00 The set up fee is per provider (per room).

QTY the total of Workforce periOp Scheduler by OR Room count (license count = number of rooms) Billing Role: Grouped
PSA Contact Type: Fixed Fee
UKG EZCall Light 8604411-000 License $150.00
UKG EZCall Setup Fee (For UKG EZCall Light users) 9999800-100 $50.00 The set up fee is per provider (per user).

QTY the total of UKG EZCall Light license count
Billing Role: Grouped
PSA Contact Type: Fixed Fee
UKG EZCall Enterprise Portal 8604560-001 $25,000.00
One per customer
No Setup fees for Enterprise Portal and Portal Interface UKG EZCall Enterprise Portal Interface 8604562-000 License $1,000.00 Customers must own or be ordering EZCall Enterprise Portal to order EZCall Enterprise Portal Interface License = number of Departments
Subscription Software Service SUB-SW-EZCALL
Note:

Billing Frequency: Annual in Advance
Cloud Context: PEPY
EZCall items may be quoted together, but cannot be combined with any other modules.

Required Agreement(s):

EZCALL Provider Scheduling Agreement - located on SharePoint https://kronos.sharepoint.com/teams/Legal%20Dept/Agreements/SitePages/Home.aspx Professional Services Rate USD
Discounting over 15% needs Bradley Mclain's approval
UKG EZCALL PRO SVCS ENTERPRISE 9990141-PRO $200.00
Billing Role: UKG Consultant
UKG EZCALL PRO SVCS SMB 9990142-PRO $180.00
Billing Role: UKG Consultant
EZCall Non-Prod Environment USD
UKG EZCALL NON-PROD ENVIRONMENT SAAS-EZCALL Call for Quote Call for Quote: Contact CSS reps (Corrie Halas, Courtney Green, Sam Glennon, and Pam Camerlin) for pricing.

Required: 10 hours of Professional Services are required for the Non-Prod Environment. Use one of the two Professional Services parts list in the section above.

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Professional Services
Kronos Professional Services include implementation and consulting services.

Table of Contents
Implementation Services - Kronos offers implementation services for the mid-market and the enterprise.

Kronos Paragon™
Part Description Part Number USD$
Paragon Service Part Number US$/hr
Paragon Enterprise 9990002-ENT $220.00
Paragon Hospital 9990002-HOS $220.00
Paragon Retail 9990002-RET $220.00
Paragon Mid-Market Field Team 9990002-MID $200.00
Paragon Mid-Market 9990004-MID $200.00
Used to identify
activity sized for
Paragon Online, but
delivered in the field.

Paragon Online Remote Team 9990002-ONL $200.00
Paragon Online Time Essentials 9990004-ONL $200.00
Paragon Online Data Launch Service 9990007-ONL $200.00
Paragon Online iSeries* 9990008-ONL $205.00
*to be used for iSeries
implementation performed
by the Remote (nonCleburne) team and tracked
in PSA
Paragon Online Analytics 9990009-ONL $200.00
.

Other Professional Services Part Number US$/hr
Professional Services - Workforce Teletime 9990029-PRO $240.00 TTE - Implementation 9990002-TTE $220.00
Labor Analytics Implementation* 9990030-PRO $220.00

1463
Professional Services 3i WebTA PRSVC3I-000 **$240.00
** will vary depending on
Billing Role see WebTA
page
Engineering Discovery 9990003-CED $103.50
Rate could vary by
customer and will be
provided by the project
manager
Solution Services Discovery 9990003-KSS $240.00
Solution Services Reporting 9990004-KSS $240.00
Solution Services Consulting 9990010-KSS $240.00
Paragon Senior Integration 9990070-PRO $240.00
Billing Role = Senior
Integration Consultant
Professional Services ESP 9990038-PRO $220.00
Consulting Svcs ESP 9990027-CON $220.00
Advisory Services 9990117-CON $275.00
Billing Role =
Strategic Advisor
UKG Advanced User Experience Performance Testing 9990264-PROF $220.00 Monthly Dedicated - US offering only Part Number Per Month Monthly Dedicated - PM/SC/AC/ANALYTIC CONSLT/ MC/TC/IC**** 9990003-DED $31,000.00 ****Required for this
part number: Quote
Note: Monthly
Dedicated Pricing
Services
Monthly Dedicated - EC**** 9990006-DED $31,000.00
****Required for this
part number: Quote
Note: Monthly
Dedicated Pricing
Services
Training delivered via Open Air Part Number US$/hr
C/T,EDUCATION CONSULTING 9999913-0 $240.00

1464
SINGLE TERM TEMPLATE: This Order Form states the Monthly Dedicated Services for [Enter # of Months] months of [Enter QTY and Professional Services Role] dedicated professional services. Monthly Dedicated Services means those dedicated services ordered by Customer on a monthly basis for an established fixed fee regardless of the number of hours used in the month but in no event to exceed 40 hours per week. Normal business hours (8 a.m. - 5 p.m.), Monday to Friday, excluding any Customer approved time (i.e., Customer holidays). At the end of the month in which dedicated professional services were provided to Customer, Kronos will invoice Customer the amount identified herein for the month in which the dedicated professional services were provided.

TWO TERM TEMPLATE: This Order Form states the Monthly Dedicated Services for [Enter # of Months] months of [Enter QTY and Professional Services Role] dedicated professional services and [Enter # of Months] months of [Enter QTY and Professional Services Role] dedicated professional services. Monthly Dedicated Services means those dedicated services ordered by Customer on a monthly basis for an established fixed fee regardless of the number of hours used in the month but in no event to exceed 40 hours per week. Normal business hours (8 a.m. - 5 p.m.), Monday to Friday, excluding any Customer approved time (i.e., Customer holidays). At the end of the month in which dedicated professional services were provided to Customer, Kronos will invoice Customer the amount identified herein for the month in which the dedicated professional services were provided.

1465
THREE TERM TEMPLATE: This Order Form states the Monthly Dedicated Services for [Enter # of Months] months of [Enter QTY and Professional Services Role] dedicated professional services, [Enter # of Months] months of [Enter QTY and Professional Services Role] dedicated professional services, and [Enter # of Months] months of [Enter QTY and Professional Services Role] dedicated professional services. Monthly Dedicated Services means those dedicated services ordered by Customer on a monthly basis for an established fixed fee regardless of the number of hours used in the month but in no event to exceed 40 hours per week. Normal business hours (8 a.m. - 5 p.m.), Monday to Friday, excluding any Customer approved time (i.e., Customer holidays). At the end of the month in which dedicated professional services were provided to Customer, Kronos will invoice Customer the amount identified herein for the month in which the dedicated professional services were provided.

Currenty, International Office are not utizlizing any of the items below for Consulting Consulting Services - Kronos offers a full portfolio of Productivity, Technology, and Industry Consulting services.

Consulting Services Portfolio
Consulting Services Part Number US$/hr
Optimization Services 9990003-CON $240.00
Reporting Analysis 9990004-CON $240.00
Report Writing Services 9990007-CON $240.00
Database Support Services 9990009-CON $240.00
Technical Mentoring 9990010-CON $240.00
Change Management Consulting 9990011-CON $240.00
System Arch and Best Practices 9990015-CON $240.00
Project Management - BC Nontax 9990016-CON n/a British Columbia only.

Kronos' Services Portfolio provides comprehensive offerings for prospects and customers that will solve critical business issues through the entire lifecycle of their software investment, ensuring a

1466
Consulting - BC Nontax 9990017-CON n/a British Columbia only.

Business Process Improvement 9990021-CON $240.00
Workforce Management ROI Assessment 9990024-CON $240.00 Change Management Planning 9990028-CON $240.00
Empirical Study 9990029-CON $240.00
Upgrade Technology Assessment 9990030-CON $240.00
System Health Check - One Time 9990031-CON $240.00
Upgrade Solution Assessment 9990032-CON $240.00

Technology,
Application & System
System Health Check - Quarterly 9990033-CON $240.00
Program Management 9990034-CON $240.00
Frontline Labor Management Analysis 9990035-CON $240.00 Enabling Email Notifications 9990036-CON $240.00
Configuration Services in all Systems 9990037-CON $240.00 System Integration Assessment 9990038-CON $240.00
Roadmap Planning 9990039-CON $240.00
Performance Management Standardization 9990041-CON $240.00 Implementation Planning Study 9990042-CON $240.00
Engagement Principal 9990043-CON $305.00

1467
Inventory Reduction & Evaluation 9990045-CON $275.00
Product Costing Consulting & Development 9990046-CON $275.00 Labor Standards Consulting 9990047-CON $275.00
Testing Services 9990048-CON $205.00
Operational Review 9990049-CON $240.00
Absence Management Program Planning 9990053-CON $250.00 Advanced Consulting Services 9990115-CON $220.00

1468
UKG Professional Services
Implementation Services - UKG offers implementation services for the mid-market and the enterprise.

Part Description USD$ Notes
ENTERPRISE and SMB
UKG Advanced User Experience Performance Testing (160 hr minimum) $220 Billing Role = Technology Consultant
UKG Standard User Experience Performance Testing $11,000.00 Billing Role = Technology
Consultant
UKG Professional Services include implementation and technology services

1469
Great Place To Work
Standard
License
Table of Contents US$
Suggested
Description Part Number Retail
Great Place To Work includes access to an annual Trust Index survey and an opportunty to earn Great Place to Work Certification.

Great Place To Work is a standalone product and available platforms:

Great Place To Work
GREAT PLACE TO WORK 8605063-001 $1.00
No Discounting
**USD Only
• UKG PRO
• UKG Ready
• HRSD
• UKG Pro WFM Dimensions
• Workforce Central
• Banking Solutions

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28 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

5.7 VALUE ADD
Provide any value-added services or offerings.

The UKG Marketplace is a digital catalog of vetted Technology and Services partners that extend the value of UKG products through seamless API integrations and contracted implementation and consulting services. UKG Marketplace provides built-in features and functionality to ensure you find partner integrations and services that complement the UKG products you use today, generate greater return on investment (ROI), and increase your team’s productivity. https://marketplace.ukg.com/en-US/home More than a simple tool to learn more about our partner ecosystem, the UKG Marketplace provides built-in features and functionality to ensure you find partner integrations and services that complement the UKG products you use today, generate greater return on investment (ROI), and increase your team’s productivity.

Explore, select, and connect with right-fit partners and solutions to extend the value of UKG products.

Browse and filter through all our solutions using the “All Products” drop-down on the navigation bar at the top of the main page, learn more about partners on their specific listing page, and start a conversation through the “Learn More” or “Contact Us” buttons on those partners’ pages. • Technology Partners deliver advanced features and functionality to UKG® solutions through seamless API integrations that automate processes, reduce manual errors, and offer innovative capabilities.
• Services Partners specialize in consulting and implementation, helping drive successful business outcomes before, during, and after go-live date.

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29 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

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30 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

5.8 FINANCIAL STATEMENTS
Proposers shall submit a recent history of financial solvency and provide the following:
a. Financial Statement: Include the most recent, independently certified financial statement. Financial statements must include a balance sheet and income statement.

In support of our proposal, UKG has submitted our latest Audited Financial Statements under separate cover in a sealed envelope. These statements are tagged as "Confidential." Our financial books and record are audited by Ernst & Young, with quarterly reviews and annual audits to assure compliance with US Generally Accepted Accounting Principles. We have received a clean opinion from our auditors for our most recently annual financial results. b. Name and address of firm preparing the attached financial statement including a letter stating the independent audit or review has been performed by the firm.

Our financial books and record are audited by Ernst & Young, with quarterly reviews and annual audits to assure compliance with US Generally Accepted Accounting Principles. We have received a clean opinion from our auditors for our most recently annual financial results.

In support of our proposal, UKG has submitted our latest Audited Financial Statements under separate cover in a sealed envelope; that includes auditor notes for review. These statements are tagged as "Confidential."
c. State whether the Proposer has ever had a bankruptcy petition filed in its name, voluntarily or involuntarily. If yes, specify all relevant details.

No

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31 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

5.9 NATIONAL CONTRACT
a. Include a detailed response to Attachment A, Exhibit A, OMNIA Partners Response for National Cooperative Contract. Responses shall highlight experience, demonstrate a strong national presence, describe how Supplier will educate its national sales force about the contract, describe how products and services will be distributed nationwide, include a plan for marketing the products and services nationwide, and describe how volume will be tracked and report to OMNIA Partners.

Experience
In March 2014, Kronos Incorporated entered into its first cooperative contracting agreement for Workforce Management Solutions Systems with its lead agency, Harford County Public Schools and at the time, US Communities. In 2018, Cobb County became the lead agency and Kronos Incorporated and its affiliate, Kronos SaaShr, Inc., were awarded for Workforce Management Systems with the final option year expiring in 2025.

Much has changed over ten years: US Communities is now OMNIA Partners. Kronos is now the Ultimate Kronos Group (UKG) and expanded its capabilities and offerings for workforce management (WFM) and human capital management (HCM). Throughout these changes, a dedicated national account manager has overseen the program to ensure continuous growth and improvement in cooperative contracting.

In 2024 UKG received The Bronze Partnership Excellence Award from OMNIA Partners for its steadfast commitment to the partnership.

Strong national presence
UKG is a leading provider of HR, payroll, and workforce management solutions for all people. We are the only enterprise vendor ranked as a leader by all major analysts and peer review sites and have been recognized around the world for our workplace culture, innovative practices, and commitment to customer success. Current awards include:

UKG Public Sector provides its solutions to more than 3000 agencies in federal government, state government, city and county government, public safety (police/fire/corrections), K-12 school districts, higher education institutions, special districts, and nonprofit organizations.

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32 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
Education and training
UKG maintains a team of subject matter experts each with decades of experience in government procurement, contracting, budgeting, payroll, and human resources. This team is responsible for the success of the UKG’s Government Contracts Portfolio and facilitates new and existing employee training programs. A dedicated subject matter expert is the OMNIA Partners National Account Manager and oversees all operations and training for the sales force and its supporting cross-functional units. He is supported by multiple cross-functional teams in Sales Operations, Order Management, Legal Counsel, Renewals, Contracts, Accounting, and Global Alliances; all with deep understanding of cooperative contracting and OMNIA Partners.

UKG’s Public Sector sales force is well-tenured, many of them with 20+ years of seniority. All are familiar with OMNIA Partners, the contracts that UKG holds, and have unlimited access to personnel, resources, and training programs to increase utilization of the OMNIA Partners contract.

Additional training for freshman sales executives will be provided using the UKG OMNIA Partners Connect portal, its available training materials, and first-hand ‘Lessons Learned’ UKG curriculum developed after holding successful contracts for more than ten years. Staff will also be alerted to the webinars hosted by OMNIA Partners and the OMNIA Partners Connections regional events.

Marketing
Marketing UKG products and services alongside the purchasing power of OMNIA Partners is an ongoing and important initiative at UKG. UKG and OMNIA Partners teams meet regularly to discuss business advancement and marketing initiatives that include microsite promotion, white papers, customer success stories, and social media.

UKG participates alongside OMNIA Partners at regional and national tradeshows for organizations such as the National Institute of Government Procurement (NIGP), Society for Human Resource Management (SHRM), National Association of College and University Business (NACUBO), and Association of School Business Officials (ASBO).

Tracking
All Orders pursuant to one of UKG’s OMNIA Partners contracts are tracked inside UKG’s Salesforce environment. At the conclusion of each month, revenue reports are generated on these tracked customers and audited by support teams in Sales Operation, Finance, and Business Strategy before reporting to OMNIA Partners. The National Account Manager maintains the master account record of all contract revenue and analyzes the data to identify trends and develop ongoing business advancement strategy. These trends are discussed and strategized monthly via remote sessions and in person with key OMNIA Partners personnel at their corporate headquarters in Franklin, Tennessee at least quarterly.

Distribution
UKG is a global provider of SaaS solutions deployed in the Google Cloud Platform (GCP) with multiple audits, certifications, and controls in place to ensure the highest level of availability to its customers.

Professional services are determined via an individual scope of work with options for remote or customer-site implementation and training either direct through UKG resources or through certified professional services partners.

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33 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
b. The successful Supplier will be required to sign Attachment A, Exhibit B, OMNIA Partners Administration Agreement, Suppliers shall have any reviews required to sign the document prior to submitting a response. Supplier’s response shall include any proposed exceptions to the OMNIA Partners Administration Agreement.

Please refer to the redlined Attachment A, Exhibit B, OMNIA Partners Administration Agreement on the following pages.

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34 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
APPENDIX 1 – PROPOSAL SUBMITTAL FORM

1477
35 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

1478
36 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
APPENDIX 2 – REQUEST FOR PROPOSALS FORM

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37 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

1480
38 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
APPENDIX 3 - CONTRACTOR AFFIDAVIT & AGREEMENT (EXHIBIT A)

1481
39 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

1482
40 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
APPENDIX 4 – EXHIBIT A: RESPONSE FOR NATIONAL CONTRACT
See redlined document on the following pages.

1483
28 which is included as Exhibit D,
Principal Procurement Agency Certificate with OMNIA Partners, an example of Exhibit A
Response for National Cooperative Contract

1.0 Scope of National Cooperative Contract
Capitalized terms not otherwise defined herein shall have the meanings given to them in the Master Agreement or in the Administration Agreement between Supplier and OMNIA Partners.

1.1 Requirement
Cobb County, GA (hereinafter defined and referred to as “Principal Procurement Agency”), on behalf of itself and OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”), is requesting proposals for Human Resource Information Systems and Related Products and Services. The intent of this Request for Proposal is any contract between Principal Procurement Agency and Supplier resulting from this Request for Proposal (“Master Agreement”) be made available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. The Principal Procurement Agency has executed a and has agreed to pursue the Master Agreement. Use
of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners as a Participating Public Agency in OMNIA Partners’ cooperative purchasing program. Registration with OMNIA Partners as a Participating Public Agency is accomplished by Public Agencies entering into a Master Intergovernmental and
by using the Master Agreement, any such Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the terms of the Master Intergovernmental Purchasing Cooperative Agreement or as otherwise agreed to. The terms and pricing established in the resulting Master Agreement between the Supplier and the Principal Procurement Agency will be the same as that available to Participating Public Agencies through OMNIA Partners.

All transactions, purchase orders, invoices, payments etc., will occur directly between the Supplier and each Participating Public Agency individually, and neither OMNIA Partners, any Principal Procurement Agency nor any Participating Public Agency, including their respective agents, directors, employees or representatives, shall be liable to Supplier for any acts, liabilities, damages, etc., incurred by any other Participating Public Agency. Supplier is responsible for knowing the tax laws in each state.

This Exhibit A defines the expectations for qualifying Suppliers based on OMNIA Partners’ requirements to market the resulting Master Agreement nationally to Public Agencies. Each section in this Exhibit A refers to the capabilities, requirements, obligations, and prohibitions of competing Suppliers on a national level in order to serve Participating Public Agencies through OMNIA Partners.

Cooperative Purchasing Agreement, an example of which is attached as Exhibit C, Commented [JC1]: Use of the Master Agreement for these
types of Public Agencies must be on a case-by-case basis for UKG.

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29 These requirements are incorporated into and are considered an integral part of this RFP. OMNIA Partners reserves the right to determine whether to make the Master Agreement awarded by the Principal Procurement Agency available to Participating Public Agencies, in its sole and absolute discretion, and any party submitting a response to this RFP acknowledges that any award by the Principal Procurement Agency does not obligate OMNIA Partners to make the Master Agreement available to Participating Procurement Agencies.

1.2 Marketing, Sales and Administrative Support
During the term of the Master Agreement OMNIA Partners intends to provide marketing, sales, partnership development and administrative support for Supplier pursuant to this section that directly promotes the Supplier’s products and services to Participating Public Agencies through multiple channels, each designed to promote specific products and services to Public Agencies on a national basis.

OMNIA Partners will assign the Supplier a Director of Partner Development who will serve as the main point of contact for the Supplier and will be responsible for managing the overall relationship between the Supplier and OMNIA Partners. The Director of Partner Development will work with the Supplier to develop a comprehensive strategy to promote the Master Agreement and will connect the Supplier with appropriate stakeholders within OMNIA Partners including, Sales, Marketing, Contracting, Training, and Operations & Support.

The OMNIA Partners marketing team will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through channels that may include:

A. Marketing collateral (print, electronic, email, presentations) B. Website
C. Trade shows/conferences/meetings
D. Advertising
E. Social Media
The OMNIA Partners sales teams will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through initiatives that may include:

A. Individual sales calls
B. Joint sales calls
C. Communications/customer service
D. Training sessions for Public Agency teams
E. Training sessions for Supplier teams

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30 The OMNIA Partners contracting teams will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through:

A. Serving as the subject matter expert for questions regarding joint powers authority and state statutes and regulations for cooperative purchasing B. Training sessions for Public Agency teams
C. Training sessions for Supplier teams
D. Regular business reviews to monitor program success
E. General contract administration
Suppliers are required to pay an Administrative Fee of 23% of the greater of the Contract Sales under the Master Agreement and Guaranteed Contract Sales under this Supplier will be required to execute the OMNIA Partners Administration Agreement (Exhibit B). At Supplier’s option, Suppliers may pay additional fees beyond administrative fees, such as technology fees, to OMNIA Partners and/or a third party for additional support and/or access to OMNIA Partners’ technology platform.

1.3 Estimated Volume
The dollar volume purchased under the Master Agreement is estimated to be approximately $200 million annually. While no minimum volume is guaranteed to Supplier, the estimated annual volume is projected based on the current annual volumes among the Principal Procurement Agency, other Participating Public Agencies that are anticipated to utilize the resulting Master Agreement to be made available to them through OMNIA Partners, and volume growth into other Public Agencies through a coordinated marketing approach between Supplier and OMNIA Partners.

1.4 Award Basis
The basis of any contract award resulting from this RFP made by Principal Procurement Agency will, at OMNIA Partners’ option, be the basis of award on a national level through OMNIA Partners. If multiple Suppliers are awarded by Principal Procurement Agency under the Master Agreement, those same Suppliers will be required to extend the Master Agreement to Participating Public Agencies through Utilization of the Master Agreement by Participating Public Agencies will be at the discretion of the individual Participating Public Agency.

Certain terms of the Master Agreement specifically applicable to the Principal Procurement Agency (e.g., governing law) are subject to modification for each Participating Public Agency as Supplier and such Participating Public Agency may agree without being in conflict with the Master Agreement as a condition of the Participating Agency’s purchase and not a modification of the Master Agreement applicable to all Participating Agencies. Participating Agencies may request to enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in the Master Agreement (e.g., OMNIA Partners.

Request for Proposal.

Commented [JC2]: UKG proposes a 2% Administrative
Fee.

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31 governing law, invoice requirements, order requirements, specialized delivery, diversity requirements such as minority and woman owned businesses, historically underutilized business, etc.) (“Supplemental Agreement”). It shall be the responsibility of the Supplier to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the Participating Agency. It shall further be the responsibility of the Supplier to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of the Master Agreement and adjust wage rates accordingly. In instances where supplemental terms and conditions create additional risk and cost for Supplier, Supplier and Participating Public Agency may negotiate additional pricing above and beyond the stated contract not-to-exceed pricing so long as the added price is commensurate with Any supplemental agreement developed
as a result of the Master Agreement is exclusively between the Participating Agency and the Supplier (Contract Sales are reported to OMNIA Partners).

All signed Supplemental Agreements and purchase orders issued and accepted by the Supplier may survive expiration or termination of the Master Agreement. Participating Agencies’ purchase orders may exceed the term of the Master Agreement if the purchase order is issued prior to the expiration of the Master Agreement. Supplier is responsible for reporting all sales and paying the applicable Administrative Fee for sales that use the Master Agreement as the basis for the purchase order, even though Master Agreement may have expired.

1.5 Objectives of Cooperative Program
This RFP is intended to achieve the following objectives regarding availability through OMNIA Partners’ cooperative program:

A. Provide a comprehensive competitively solicited and awarded national agreement offering the Products covered by this solicitation to Participating Public Agencies; B. Establish the Master Agreement as the one of Supplier’s primary go to market strategy to Public Agencies nationwide;
C. Achieve cost savings for Supplier and Public Agencies through a single solicitation process that will reduce the Supplier’s need to respond to multiple solicitations and Public Agencies need to conduct their own solicitation process; D. Combine the aggregate purchasing volumes of Participating Public Agencies to achieve cost effective pricing.

2.0 REPRESENTATIONS AND COVENANTS
As a condition to Supplier entering into the Master Agreement, which would be available to all Public Agencies, Supplier must make certain representations, warranties and covenants to both the Principal Procurement Agency and OMNIA Partners designed to ensure the success of the Master Agreement for all Participating Public Agencies as well as the Supplier.

2.1 Corporate Commitment
Supplier commits that (1) the Master Agreement has received all necessary corporate authorizations and support of the Supplier’s executive management, (2) the Master the additional cost incurred by the Supplier.

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32 Agreement is one of Supplier's primary “go to market” strategy for Public Agencies, (3) the Master Agreement will be promoted to all Public Agencies, including any existing customers, and Supplier will transition existing customers, upon their request, to the Master Agreement, and (4) that the Supplier has read and agrees to the terms and conditions of the Administration Agreement with OMNIA Partners and will execute such agreement concurrent with and as a condition of its execution of the Master Agreement with the Principal Procurement Agency. Supplier will identify an executive corporate sponsor and a separate national account manager within the RFP response that will be responsible for the overall management of the Master Agreement.

2.2 Pricing Commitment
Supplier commits to the not-to-exceed pricing provided under the Master Agreement pricing is its lowest available (net to buyer) to Public Agencies nationwide and further commits that if a Participating Public Agency is eligible for lower pricing through a national, state, regional or local or cooperative contract, the Supplier will match such lower pricing to that Participating Public Agency under the Master Agreement.

2.3 Sales Commitment
Supplier commits to aggressively market the Master Agreement as one of its go to market strategy in this defined sector and that its sales force will be trained, engaged and committed to offering the Master Agreement to Public Agencies through OMNIA Partners nationwide. Supplier commits that all Master Agreement sales will be accurately and timely reported to OMNIA Partners in accordance with the OMNIA Partners Administration Agreement. Supplier also commits its sales force will be compensated, including sales incentives, for sales to Public Agencies under the Master Agreement in a consistent or better manner compared to sales to Public Agencies if the Supplier were not awarded the Master Agreement.

3.0 SUPPLIER RESPONSE
Supplier must supply the following information for the Principal Procurement Agency to determine Supplier’s qualifications to extend the resulting Master Agreement to Participating Public Agencies through OMNIA Partners.

3.1 Company
A. Brief history and description of Supplier to include experience providing similar products and services.

B. Total number and location of salespersons employed by Supplier.

C. Number and location of support centers (if applicable) and location of corporate office.

D. Annual sales for the three previous fiscal years.
a. Submit FEIN and Dunn & Bradstreet report.

E. Describe any green or environmental initiatives or policies.

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33 F. Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement.

Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications.

G. Indicate if supplier holds any of the below certifications in any classified areas and include proof of such certification in the response:
a. Minority Women Business Enterprise
Yes No
If yes, list certifying agency:
b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE)
Yes No
If yes, list certifying agency:
c. Historically Underutilized Business (HUB)
Yes No
If yes, list certifying agency:
d. Historically Underutilized Business Zone Enterprise (HUBZone) Yes No
If yes, list certifying agency:
e. Other recognized diversity certificate holder
Yes No
If yes, list certifying agency:

H.List any relationships with subcontractors or affiliates intended to be used when providing services and identify if subcontractors meet minority-owned standards.

If any, list which certifications subcontractors hold and certifying agency.

I. Describe how supplier differentiates itself from its competitors.

J. Describe any present or past litigation, bankruptcy or reorganization involving supplier.

K. Felony Conviction Notice: Indicate if the supplier:
a. is a publicly held corporation and this reporting requirement is not applicable;
b. is not owned or operated by anyone who has been convicted of a felony; or c. is owned or operated by and individual(s) who has been convicted of a felony and provide the names and convictions.

L. Describe any debarment or suspension actions taken against supplier

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34 website and why those portions should not be available. diligence.
its website so Participating Public Agencies may easily conduct their due

3.2 Distribution, Logistics
A. Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier.

B. Describe how supplier proposes to distribute the products/service nationwide.

Include any states where products and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas.

C. Describe how Participating Agencies are ensured they will receive the Master Agreement pricing; include all distribution channels such as direct ordering, retail or in-store locations, through distributors, etc. Describe how Participating Agencies verify and audit pricing to ensure its compliance with the Master Agreement.

D. Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user.

E. Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable.

3.3 Marketing and Sales
A. Given the public nature of the solicitation and contract, OMNIA Partners makes solicitation and contract documentation, including pricing documents, available on Describe any portions of the response that should not be available on the B. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as one of supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to:
i. Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy within first 10 days ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days
C. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to:
i. Creation and distribution of a co-branded press release to trade publications

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35 ii. Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days iii. Design, publication and distribution of co-branded marketing materials within first 90 days
iv. Commitment to attendance and participation with OMNIA Partners at national (i.e., NIGP Annual Forum, NPI Conference, etc.), regional (i.e., Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners. vi. Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement vii. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.) viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s  OMNIA Partners standard logo;
 Copy of original Request for Proposal;
 Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier;
 Summary of Products and pricing;
 Marketing Materials
 Electronic link to OMNIA Partners’ website including the online registration page;
 A dedicated toll-free number and email address for OMNIA Partners
D. Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners.

Include a list of current cooperative contracts (regional and national) Supplier holds and describe how the Master Agreement will be positioned among the other E. Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions subject to Supplier’s policies regarding use of such logo.

Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well.

F. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services cooperative agreements.
website with:
the term of the Master Agreement

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36 to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sSales materials are to use the OMNIA Partners logo when targeting Public Participating Agencies. At a minimum, the Supplier’s sales initiatives should communicate:
i. Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency
ii. Best government pricing
iii. No cost to participate
iv. Non-exclusive
G. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should include:
i. Key features of Master Agreement
ii. Working knowledge of the solicitation process
iii. Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners
iv. Knowledge of benefits of the use of cooperative contracts H. Provide the name, title, email and phone number for the person(s), who will be responsible for:
i. Executive Support
ii. Marketing
iii. Sales
iv. Sales Support
v. Financial Reporting
vi. Accounts Payable
vii. Contracts
I. Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team.

I. Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program.

J. Explain in detail how Supplier will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account setup, timely contract administration, etc.

K. State the amount of Supplier’s Public Agency sales for the previous fiscal year.

Provide a list of Supplier’s top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each.

L. Describe Supplier’s information systems capabilities and limitations regarding Commented [JC3]: Can’t agree to “all” at UKG’s scale
but happy to use targeted approach managed through Public Sector sales and marketing

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37 order management through receipt of payment, including description of multiple platforms that may be used for any of these functions.

M. Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement (“Guaranteed Contract Sales”).
$ .00 in year one
$ .00 in year two
$ .00 in year three
To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and N. Even though it is anticipated many Public Agencies will be able to utilize the Master Agreement without further formal solicitation, there may be circumstances where Public Agencies will issue their own solicitations. The following options are available when responding to a solicitation for Products covered under the Master Agreement.
i. Respond with Master Agreement pricing (Contract Sales reported to ii. If competitive conditions require pricing lower than the standard Master Agreement not-to-exceed pricing, Supplier may respond with lower pricing through the Master Agreement. If Supplier is awarded the contract, the sales are reported as Contract Sales to OMNIA Partners under the Master Agreement.
iii. Respond with pricing higher than Master Agreement only in the unlikely event that the Public Agency refuses to utilize Master Agreement (Contract Sales are not reported to OMNIA Partners). iv. If alternative or multiple proposals are permitted, respond with pricing higher than Master Agreement, and include Master Agreement as the alternate or additional proposal.
v. Detail Supplier’s strategies under these options when responding to a solicitation.

OMNIA Partners).
the Guaranteed Contract Sales.

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41 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
Exhibit A: Section 3.0 Supplier Response
Supplier must supply the following information for the Principal Procurement Agency to determine Supplier’s qualifications to extend the resulting Master Agreement to Participating Public Agencies through OMNIA Partners.
----SECTION 3.1 COMPANY----
A. Brief history and description of Supplier to include experience providing similar products and services.

In February 2020, Kronos Incorporated and Ultimate Software announced a definitive merger agreement to unite two industry leaders to form one of the world’s largest cloud companies: UKG.

UKG's extensive experience in providing workforce management (WFM) and human capital management (HCM) solutions to the public sector is marked by continuous innovation, a deep understanding of public sector challenges, and a commitment to delivering tailored solutions that drive efficiency and employee engagement.

Through its comprehensive suite of products and ongoing support, UKG helps public sector agencies optimize their workforce operations and achieve their mission of serving the public effectively.

Below is a point-by-point macro view of how public sector agencies benefit from UKG solutions and services:

Operational Efficiency
• Streamlined Processes: UKG solutions have automated many manual and time-consuming processes such as timekeeping, scheduling, and payroll. This automation reduces administrative burdens and allows staff to focus on more strategic tasks. • Real-Time Data and Analytics: With real-time data and advanced analytics, public sector agencies can make informed decisions quickly. This capability helps in optimizing workforce deployment, managing overtime, and ensuring that resources are allocated efficiently. • Integrated Systems: The integration of WFM and HCM systems into a single platform reduces data silos and ensures seamless information flow across departments. This integration enhances coordination and improves overall operational efficiency.

Compliance and Risk Management
• Regulatory Compliance: UKG solutions help public sector agencies stay compliant with various labor laws and regulations. Automated compliance tracking and reporting features ensure that agencies adhere to federal, state, and local labor laws, reducing the risk of non-compliance penalties.
• Audit Readiness: The robust reporting and documentation capabilities of UKG solutions make it easier for agencies to prepare for audits. Comprehensive audit trails and detailed reports provide transparency and accountability.

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Employee Engagement and Satisfaction
• Self-Service Portals: UKG’s self-service portals empower employees by giving them easy access to their schedules, pay information, and benefits. This transparency and accessibility enhance employee satisfaction and engagement.
• Professional Development: HCM solutions from UKG include tools for performance management, training, and career development. These tools help public sector agencies invest in their employees' growth, leading to higher retention rates and a more skilled workforce. • Work-Life Balance: Advanced scheduling features allow for more flexible work arrangements, helping employees achieve a better work-life balance. This flexibility is particularly beneficial in sectors like healthcare and public safety, where shift work is common.

Cost Savings
• Labor Cost Management: By optimizing scheduling and reducing overtime, UKG solutions help public sector agencies manage labor costs more effectively. Real-time labor analytics provide insights into cost drivers and help in making budget-conscious decisions. • Reduced Administrative Costs: Automation of HR and payroll processes reduces the need for extensive administrative staff, leading to significant cost savings. The reduction in errors and rework also contributes to lower operational costs.
• Resource Optimization: Efficient workforce management ensures that the right number of staff is deployed at the right time, minimizing idle time and maximizing productivity.

Enhanced Service Delivery
• Improved Citizen Services: With a more efficient and engaged workforce, public sector agencies can deliver better services to citizens. Faster response times, improved service quality, and higher employee morale contribute to enhanced public satisfaction. • Scalability and Flexibility: UKG’s cloud-based solutions offer scalability and flexibility, allowing public sector agencies to adapt to changing needs and demands. This adaptability is crucial for handling emergencies, seasonal variations, and long-term strategic planning.

UKG’s WFM and HCM solutions have provided substantial benefits to public sector agencies by enhancing operational efficiency, ensuring compliance, boosting employee engagement, achieving cost savings, and improving service delivery. These macro-level successes demonstrate the transformative impact of UKG solutions on public sector workforce management and human capital development.

B. Total number and location of salespersons employed by Supplier.

UKG employs approximately 14,000 employees worldwide. In North America, UKG employs approximately 100 public sector-focused employees in Sales and Sales Support.

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43 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
C. Number and location of support centers (if applicable) and location of corporate office.

UKG has two headquarters: Lowell, MA and Weston, FL. The UKG Customer Relationship Center is located at our Lowell, MA headquarters. We have support services groups around the world and provide local language support from these groups. Below is a listing of our offices and support centers:
• North America
o Lowell, MA, USA
o Weston, FL, USA
o Chicago, IL, USA
o Indianapolis, IN, USA
o New York, NY, USA
o Atlanta, GA, USA
o Toronto, Ontario, Canada
o Montreal, Quebec, Canada
o Kelowna, BC, Canada
• Latin America
o Miguel Hidalgo, Mexico
• EMEA
o Bracknell, UK
o London, UK
o Utrecht, Netherlands
o Amsterdam, Netherlands
o Paris, France
o Munich, Germany
o Stuttgart, Germany
o Madrid, Spain
• ASIAPAC
o Macquarie Park, Australia
o Bangalore, India
o Singapore

For more information about our office locations, please visit UKG.com/contact.

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44 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
D. Annual sales for the three previous fiscal years.

For details on UKG's financial strength FY2023 annual sales, please refer to the UKG Confidential Audited Financial package provided with this proposal. As a private company, UKG does not release annual sales numbers in public RFP proposals. We can provide details of our annual sales further in procurement process should UKG be down selected.

D(a) Submit FEIN and Dunn & Bradstreet report.

FEIN
• UKG Kronos Systems LLC FEIN: 04-2640942
Dunn & Bradstreet Report
• UKG Kronos Systems LLC D&B Number: 09-427-3653. UKG cannot distribute its Dun & Bradstreet report as it would violate our agreement with Dun & Bradstreet. You can obtain a credit report for UKG from their website: www.dnb.com.

E. Describe any green or environmental initiatives or policies.

The UKG Global Environmental Policy outlines the key environmental principles and requirements that support UKG’s approach to environmental management. These principles and requirements apply when dealing with environmental matters for business reasons and are in addition to those found in the UKG ESG Policy, Code of Conduct, Third Party Code of Conduct, Human Rights Policy, Global Cleaning Policy, and other UKG policies. UKG with the cooperation of its employees, contractors, and suppliers, is committed to environmental management.

F. Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications.

UKG Supplier Diversity Program
UKG is committed to fostering an inclusive and diverse supply chain through its Supplier Diversity Program. This initiative aims to create opportunities for businesses owned by minorities, women, veterans, LGBTQ+ individuals, and other underrepresented groups. By actively seeking and engaging with diverse suppliers, UKG not only promotes economic growth within these communities but also enhances the innovation and competitiveness of its supply chain. The program is designed to ensure that diverse suppliers have equitable access to procurement opportunities, thereby contributing to a more inclusive economy.

In regard to Tier 1 and Tier 2 spending, currently UKG tracks both Tier I and II diverse spending. Please note that currently Tier II spend is only captured at a macro level. Presently, we utilize a third-party tool named supplier.IO to assist us with the tracking of UKG’s Tier II supplier spend at a macro level. Diverse

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45 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
spend includes businesses that are owned 51% or more owned by minority, women, small (women owned small business, HUBZone, veteran, service-disabled veteran and small disadvantage businesses), LGBTE, and large veteran owned businesses are all tracked through the diverse spend process. Certification from one or more of the following is required:  the National Minority Supplier Development Council (NMSDC), Women Business Enterprise National Council (WBENC), National Gay Lesbian Chamber of Commerce (NGLCC), National Veterans Business Development Council (NVBDC) and self-certification through the Small Business Administration.

UKG is also a member of the Greater New England Minority Supplier Development Council.

UKG Global Alliances and Government Business Strategist teams actively support partnership from the various Diversity Programs & Alliances mentioned below. Our network consists of technology partners and services partners specializing in various aspects of HCM and WFM. There are no pricing changes when engaging with a partner that has a diversity program designation.

Advantages for Participating Agencies
The UKG Supplier Diversity Program offers significant advantages to other UKG customers by promoting a more inclusive and innovative supply chain. By partnering with diverse suppliers, participating agencies can benefit from a broader range of perspectives and solutions, which can lead to enhanced creativity and problem-solving capabilities. Additionally, supporting diverse suppliers can help customers meet their own diversity and inclusion goals, improve their corporate social responsibility profiles, and foster goodwill within their communities. Ultimately, this commitment to diversity can drive better business outcomes and create a more resilient and adaptable supply chain.

UKG Recognized Diversity Programs & Alliances
UKG recognizes and values a variety of diversity certifications to ensure a broad and inclusive supplier base. Some of the key certifications acknowledged by UKG include:

1. Minority Business Enterprise (MBE)

2. Women’s Business Enterprise (WBE)

3. Veteran-Owned Small Business (VOSB)

4. Service-Disabled Veteran-Owned Small Business (SDVOSB)

5. LGBT Business Enterprise (LGBTBE)

6. Disadvantaged Business Enterprise (DBE)

7. HUBZone Small Business (HUBZone)

8. Small Disadvantaged Business (SDB)

9. 8(a) Business Development Program
UKG is also proud of our internal diversity programs that our employees actively lead. These ERGs are integral to UKG's commitment to fostering an inclusive and supportive workplace, providing employees with opportunities for connection, advocacy, and professional development:

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46 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
• UKG Women in Leadership: Focuses on empowering and supporting women in their professional growth and leadership development.
• UKG PRIDE: Supports LGBTQ+ employees and allies, promoting an inclusive and accepting workplace for all sexual orientations and gender identities. • UKG Veterans: Provides a community for military veterans and their families, offering support and resources for transitioning to civilian careers.
• UKG Multicultural: Celebrates and supports employees from diverse racial and ethnic backgrounds, fostering an inclusive environment that values cultural diversity. • UKG Abilities in Motion (AIM): Advocates for employees with disabilities, promoting accessibility and inclusion within the workplace.
• UKG Young Professionals: Focuses on the development and networking of early-career professionals, providing opportunities for growth and mentorship. • UKG Parents and Caregivers: Supports employees who are parents or caregivers, offering resources and a community to balance work and family responsibilities. • UKG Generations: Encourages intergenerational collaboration and understanding, leveraging the diverse experiences and perspectives of employees from different age groups. • UKG Black Leadership Network: Aims to support and advance the careers of Black employees, providing mentorship, networking, and professional development opportunities. • UKG Latinx: Focuses on the needs and interests of Latinx employees, promoting cultural awareness and professional growth within the community.

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47 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
G. Indicate if supplier holds any of the below certifications in any classified areas and include proof of such certification in the response:
• Minority Women Business Enterprise:
o UKG Response: No
o If yes, list certifying agency: N/A
• Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE):
o UKG Response: No
o If yes, list certifying agency: N/A
• Historically Underutilized Business (HUB):
o UKG Response: No
o If yes, list certifying agency: N/A
• Historically Underutilized Business Zone Enterprise (HUBZone):
o UKG Response: No
o If yes, list certifying agency: N/A
• Other recognized diversity certificate holder:
o UKG Response: No
o If yes, list certifying agency: N/A
H. List any relationships with subcontractors or affiliates intended to be used when providing services and identify if subcontractors meet minority-owned standards. If any, list which certifications subcontractors hold and certifying agency.

NAME HQ DBE Certifying Agency
Ascend Inc CO
Connors & Associates, LLC PA
Covalence Consulting FL
Epi-Use ON
Human Resource Time
Management, HRTM
NJ MBE State of New Jersey
PayTech CO
Sability GA
Worldgate, LLC

VA WBE National Women's Business Enterprise
National Council
WBE Commonwealth of Massachusetts
SWBE Commonwealth of Virginia

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48 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024

WBE City of Philadelphia
SBE City of Los Angeles
LDBE Metropolitan Airports Authority
Mosaic Consulting Group, LLC

TN WBE National Women's Business Enterprise
National Council
WBE State of New York
WBE State of Tennessee
JK Seva, Inc CA SBE State of California
KM3 Consulting Group, LLC

GA DBE State of Georgia
WBE New York City Small Business Services
WBE US Women's Chamber of Commerce
Hrchitect, Inc. TX
A.S.K Academy (dba HerPM)

GA DBE Georgia Department of Transportation
MBE Georgia Department of Transportation
SLOBE Clayton County, GA
VOSB Small Business Administration
SDVOSB Small Business Administration
I. Describe how supplier differentiates itself from its competitors.

UKG brings our singular HCM solution to your singular biggest investment: your employees. UKG is the only HCM and WFM provider bringing the full depth and breadth of hire-to-retire services in a configurable model to meet the distinct needs of individual Participating Public Agencies across state and local governments, school districts, higher education institutions, government agencies, nonprofit organizations. UKG's comprehensive suite of solutions is scalable, allowing expansion of service models to, for example, add talent management to a core human resources program, and expand headcount for agencies as communities, districts, and organizations grow throughout the contract lifecycle.

One Technology Partner
UKG delivers one comprehensive solution for human resources, benefits, payroll, talent, compensation management, time and attendance, scheduling, document and human resources file management, employee sentiment analysis, and reporting and predictive analytics -- providing a single source of truth for all Participating Public Agencies' employees. UKG enables Participating Public Agencies' HR teams to streamline and automate processes, centralizing workforce data in one master system of record to reduce duplicate data entry, reconciliation requirements, errors, and data inconsistencies; and provide instant reporting across all areas of HCM.

With UKG, Participating Public Agencies gain one HCM solution, one HCM provider.

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49 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
One Implementation Partner
UKG’s Launch methodology is designed to streamline the deployment of your UKG solution in the cloud so Participating Public Agencies realize swift time to value. Our proven deployment methodology combines innovation, deep domain knowledge, and more than 40 years of experience working with thousands of customers across industries and geographies to drive business goals and accelerate return on investment. Launch is an iterative deployment approach that leverages best-in-class consulting expertise and proprietary technologies configured for each Participating Public Agency's needs. Launch features collaborative tools and workspaces that accelerate processes, jump-start decision-making, and provide up-to-the-minute visibility into your project.

UKG deploys Launch directly to deliver our services as your complete provider partner.

One Ongoing Support Partner
UKG’s proven approach includes our Partner for Life service program to set the foundation for Participating Public Agencies' success with UKG. Shortly after transitioning to support, we partner with the Participating Public Agency's team — empowering them to improve adoption, critical processes, and system utilization in preparation to hit the ground running for a strong start and early success. UKG provides Participating Public Agencies with hands-on coaching, tailored recommendations, and instructions on how to build a strong foundation for self-sufficiency. Learning and training resources are available via virtual instructor-led and on-demand training for the lifespan of their contract. Participating Public Agencies can leverage trusted advisors for strategic guidance to evolve their long-term people strategy and employee experience as well as for their day-to-day to help reduce administrative burdens, optimize their UKG solution, and support their long-term business initiatives. Participating Public Agencies can grow their expertise, expand their professional network, and influence our products through our customer Community, events, and comprehensive programs where they can connect with more than 150k active peers and experts in our dynamic, growing Community.

UKG is a committed support partner delivering continual support and expansive expertise across the lifespan of Participating Public Agencies' tenure with UKG.

As the Lead Public Agency considers the future-state HCM and WFM solutions for Participating Public Agencies, UKG is committed to expanding our consultative partnership as your Partner for Life provider to modernize your HCM and WFM environment. By engaging UKG to encompass the hire-to-retire employee lifecycle, Participating Public Agencies can take full advantage of the industry’s latest technology alongside exemplary service. Just as UKG has evolved with the Lead Public Agency's continual growth over the years, Participating Public Agencies can evolve with growth of HCM and WFM service scope to take advantage of UKG's industry-recognized leadership rankings for customer satisfaction alongside product capabilities.

The Lead Public Agency knows UKG, and UKG knows the Lead Public Agency. We’re ready to get started together on our next step together.

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50 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
J. Describe any present or past litigation, bankruptcy or reorganization involving supplier.

From time to time and in the ordinary course of our business, the company or its subsidiaries is involved in a variety of claims, demands, suits, investigations or proceedings, including actions concerning contracts, intellectual property and employment matters. While it is not possible to predict the outcome of these matters with certainty, we do not expect the results of any of these actions to have a material adverse effect on our business or financial condition or on our ability to provide products or services to you.

K. Felony Conviction Notice: Indicate if the supplier:
• is a publicly held corporation and this reporting requirement is not applicable; o UKG Response: No
• is not owned or operated by anyone who has been convicted of a felony; or o UKG Response: Yes
• is owned or operated by and individual(s) who has been convicted of a felony and provide the names and convictions.
o UKG Response: No
L. Describe any debarment or suspension actions taken against supplier To the best of our knowledge as of the date of this submittal, UKG is not currently on any debarment list.

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51 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
----SECTION 3.2 DISTRIBUTION, LOGISTICS----
A. Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier.

UKG, offers a comprehensive suite of human capital management (HR, Payroll, and Workforce Management) solutions designed to meet the diverse needs of participating agencies. This comprehensive suite covers every aspect of the employee lifecycle, from recruiting and onboarding to robust payroll functionality and deeper workforce management capabilities, (hire to retire). By leveraging cutting-edge technology and a deep understanding of human capital management in the Public Sector, UKG empowers participating agencies to optimize their workforce strategies, ensure compliance, and foster a culture of continuous improvement and innovation. Our solutions are constantly evolving to keep pace with the changing landscape of public sector HR. Discover the full range on our service description in the product overview section of this RFP or by visiting our servicesdescriptions page: https://www.ukg.com/services-descriptions.

We work closely with public sector agencies to understand their unique goals and create tailored solutions that drive productivity and achieve desired outcomes.

UKG empowers your public sector workforce!
B. Describe how supplier proposes to distribute the products/service nationwide. Include any states where products and services will not be offered under the Master Agreement, including U.S.

Territories and Outlying Areas.
• SaaS Model: UKG primarily delivers its software through a Software-as-a-Service (SaaS) model, allowing clients to access their solutions via the cloud. This approach ensures that clients can benefit from continuous updates, scalability, and reduced IT overhead. • Accessibility: Clients can access UKG's solutions from any location and device, facilitating remote and mobile workforce management
• UKG has a global footprint with support for multiple regions including the Americas, EMEA, and Asia-Pacific ensuring localized support and compliance with regional regulations. As this program is intended for only US participating public agencies there are no known states or agencies that UKG cannot deliver to.

C. Describe how Participating Agencies are ensured they will receive the Master Agreement pricing; include all distribution channels such as direct ordering, retail or in-store locations, through distributors, etc. Describe how Participating Agencies verify and audit pricing to ensure its compliance with the Master Agreement.

UKG will provide to the Lead Agency and OMNIA Partners, a comprehensive pricelist of not-to-exceed pricing that can be published on a customer-facing webpage. In addition, UKG's national sales team will be trained on the available pricing to participating public agencies and have access to UKG budgeting and procurement experts to assist with the agencies' auditing requirements.

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52 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
D. Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user.

Third-Party Subprocessors, UKG Affiliate Subprocessors, and Hosting Providers may be involved with processing data for our UKG enterprise management cloud applications. Subprocessors, Affiliate Subprocessors, and Hosting Providers are listed at https://www.ukg.com/ukg-subprocessors E. Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable.

UKG clocks (such as the DX G2) are manufactured and shipped from our Jabil-run factory in Chihuahua, Mexico through El Paso, TX. The site has multiple suppliers and staffs more than 4,000 employees.

Jabil Circuit de Chihuahua, S. De R.L. de C.V.

Av. Alejandro Dumas 11341, Complejo Industrial Chihuahua Chihuahua, Chihuahua; Mexico. CP. 31136

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53 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
----SECTION 3.2 MARKETING AND SALES----
A. Given the public nature of the solicitation and contract, OMNIA Partners makes solicitation and contract documentation, including pricing documents, available on its website so Participating Public Agencies may easily conduct their due diligence. Describe any portions of the response that should not be available on the website and why those portions should not be available.

Information provided in this proposal and for ongoing contract management that should be excluded from the OMNIA Partners microsite include:
• UKG Financial information
• UKG Customer contact information included in the proposal • UKG pricing other than the modules used by participating public agencies • New Jersey Ownership Disclosure and Stockholder Disclosure forms • Any other forms requested during the life of the contract, post award, that UKG determines to contain confidential information and agreed upon by OMNIA Partners This information is available to participating public agencies upon request from participating public agencies through their vetting and due diligence process, once confidentiality and/or non-disclosure agreements have been accepted, and in accordance with local laws and policies.

UKG has also included a Trade Secret Affidavit, included as Appendix 10.

B. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to:

B.(i) Executive leadership endorsement and sponsorship of the award as the public sector go-tomarket strategy within first 10 days UKG has a well-established relationship with OMNIA Partners, which has been their most successful goto-market strategy for the public sector for the past 10 years. This strategic partnership is fully endorsed by UKG’s sales and corporate leadership and is the most utilized contract vehicle for their public sector engagements. This endorsement from UKG’s leadership underscores the effectiveness and importance of this partnership in expanding our reach and ensuring consistent, high-quality service delivery to public sector clients.

B.(ii) Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days To ensure that all stakeholders are fully informed and prepared for the changes, UKG will conduct additional training sessions within 30 days of the award. These sessions are designed to explain any new elements or differences from the previous contract, thereby reassuring the sales force and equipping them with the necessary knowledge and tools to effectively implement the continued go-to-market strategy for the public sector.

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54 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
C. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to:

C.(i) Creation and distribution of a co-branded press release to trade publications UKG and OMNIA Partners marketing have a strong relationship and have worked collaboratively for many years to create cobranded press releases, social media posts, and website updates to highlight our relationship. Upon award, both organizations will collaborate for an initial press release and a secondary press release as the contract nears its initial term, on or around March 18, 2025.

C.(ii) Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days
Confirmed
C.(iii) Design, publication and distribution of co-branded marketing materials within first 90 days Confirmed
C.(iv) Commitment to attendance and participation with OMNIA Partners at national (i.e., NIGP Annual Forum, NPI Conference, etc.), regional (i.e., Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.)
and supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement
Confirmed
C.(v) Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners.

Confirmed
C.(vi) Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement
Confirmed

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55 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
C.(vii) Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.)
Confirmed
C.(viii) Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with:
• OMNIA Partners standard logo;
• Copy of original Request for Proposal;
• Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier;
• Summary of Products and pricing;
• Marketing Materials
• Electronic link to OMNIA Partners’ website including the online registration page;
• A dedicated toll-free number and email address for OMNIA Partners
Confirmed
D. Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners. Include a list of current cooperative contracts (regional and national) Supplier holds and describe how the Master Agreement will be positioned among the other cooperative agreements.

UKG has extensive experience in transitioning existing customers' account to the OMNIA Partners agreement. Its historical approach to contracting was a direct agreement with government customers using UKG license agreements and terms and conditions between UKG and the agency. With the rise in popularity of cooperative contracting, this approach has evolved.

In line with its go-to-market strategy commitment, UKG will generally not consider other regional or national cooperative contracts. UKG does hold contracts with various State agencies but with the terms of the OMNIA Partners contract as its base and reported to OMNIA Partners. In the event a public agency cannot utilize the UKG contract, we propose an alternate OMNIA Partners contract held by our value-added resellers before recommending any other available options.

As part of any renewal, migration, or upgrade period the customer is presented with the Master Agreement and all other related materials for them to make the proper contracting choice for their agency. A legal reference tying the terms of the Order to the selected OMNIA Partners agreement is included in the Official Order and executed by the customer.

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56 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
E. Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well.

Confirmed
F. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the Supplier’s sales initiatives should communicate:
i. Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency
ii. Best government pricing
iii. No cost to participate
iv. Non-exclusive
Confirmed. Please see sample attachment: UKG Attachment 2 - UKG Public Sector Cobranded Collateral FY24
G. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should include:
i. Key features of Master Agreement
ii. Working knowledge of the solicitation process
iii. Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners
iv. Knowledge of benefits of the use of cooperative contracts Confirmed
H. Provide the name, title, email and phone number for the person(s), who will be responsible for:
i. Executive Support
ii. Marketing
iii. Sales
iv. Sales Support
v. Financial Reporting
vi. Accounts Payable
vii. Contracts
• Executive Support - Pat Bennett. Vice President, Public Sector • Marketing - Beatrice Mitchell. Director, Industry Marketing • Sales - Brian Coopman. Director, Contracts & Procurement - Public Sector • Sales Support - Abigail Ellis. Supervisor, Sales Operations

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57 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
• Financial Reporting - Sean O'Donnell. Senior Sales Business Consultant • Accounts Payable - UKG Staff; [email protected]
• Contracts - Brian Coopman. Director, Contracts & Procurement - Public Sector I. Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team.

UKG's Public Sector Sales force is structured into regional sales teams specializing in Federal, Enterprise (state government and large cities & counties), Mid-Market New Logo and Mid-Market Customer Base, K-12 New Logo and K-12 Midmarket, Higher Education, and Special Districts. Each team is overseen by a Regional Vice President and the entire vertical overseen by Pat Bennet, Group Vice President - Public Sector [email protected].

I. Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program.

Each sales team has a corresponding OMNIA Partners territory manager which they collaborate often with business strategy and planning to grow and service the program in their territory. The entire program is overseen by the Director, Contracts & Procurement - Public Sector (National Account Manager) who is responsible for the overall success of the program with his or her OMNIA Partners Supplier Manager and Vice President counterparts. The Director is also responsible for ongoing development and training of UKG's cross-functional units in marketing, operations, legal, renewals, etc.

J. Explain in detail how Supplier will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account setup, timely contract administration, etc.

UKG's current management of the national program earned a Bronze Partnership of Excellence by OMNIA Partners in 2024. We are a strategic account with OMNIA Partners as indicated by year-overyear growth of net new customers, existing customer migrations and upgrades, and overall revenue. This commitment will continue through the life of this award with the intent to elevate the Partnership of Excellence award to higher levels through continued growth and partnership.

K. State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier’s top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each.

UKG respects the confidentiality of its customers and cannot release contact information without explicit permission from the customer. Below are the requested top 10 Public Agency customers by estimated annualized contract value and an associated UKG Account Owner. Should the County or

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58 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
OMNIA Partners wish to engage any of these customers, we will coordinate communications appropriately and thoroughly.

Account Owner Account Name Estimated Annualized
Contract Value
Bruce Jaeger Metropolitan Transportation Authority $6,249,413.61 Michelle Mackey State of Colorado $3,488,150.48
Andrew Derrig State of Ohio DAS $2,950,522.79
Ryan Hammond Florida Department of Corrections $2,634,537.72 Andrew Derrig City of Detroit $2,067,139.68
Bruce Jaeger CDCR $2,024,475.88
David Herndon Arkansas Department of Transportation $1,647,712.37 Jake Bauer Cadence Education, LLC $1,596,364.80
Michelle Mackey City of Austin $1,584,778.04
Ty Landry Everglades College Inc $1,527,572.76
L. Describe Supplier’s information systems capabilities and limitations regarding order management through receipt of payment, including description of multiple platforms that may be used for any of these functions.

UKG uses a combination of integrated Salesforce, DocuSign, Oracle Accounting and A/R & A/P, and Microsoft systems.

M. Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement
(“Guaranteed Contract Sales”).
$_______.00 in year one
$_______.00 in year two
$_______.00 in year three
To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales. • $125 million year one
• $150 million year two
• $175 million year three

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59 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
APPENDIX 5 – RESPONSE FOR MASTER AGREEMENT
Please refer to the General Exceptions below, and redlined Master Agreement on the following pages.

UKG General Exceptions to Cobb County Human Resource Systems and Related Products and Services Sealed Proposal # 24-6833
General
All references to “subcontractors” throughout the Contract will be deemed to be references to those third parties specifically and exclusively engaged for the provision of professional, implementation or training services pursuant to this Contract, and “subcontract” means a written agreement between UKG and such subcontractor to provide such services. For the avoidance of doubt, UKG’s use of third parties to supply software, infrastructure or other services to run its subscription services in general, and not solely for providing services under this Contract is not a subcontracting arrangement.

Section VII. Patent Indemnity
Please refer to UKG EULA provided as part of UKG’s response for patent and intellectual property infringement indemnification.

Section IX. Insurance
Please see redlines and comments to Cobb County’s Required Terms and Conditions provided as part of UKG’s response. Provisions to be conformed to UKG’s actual insurance coverage.

Section XIII. Contract
Please see redlines and comments to Cobb County’s Required Terms and Conditions provided as part of UKG’s response.

Section XIV. Delivery Failures
UKG takes exception to this requirement and expects that the protections afforded Cobb County and Participating Public Agencies in the Cobb County Required Terms and Conditions and UKG’s EULA will otherwise suffice.

Section XVII. Default
All remedies available to Cobb County and Participating Public Agencies are subject to the limitations of liability set forth in UKG’s EULA.

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60 UKG Kronos Systems LLC Proposal in Response to Cobb County Human Resource Systems and Related Products and Services, Sealed Proposal # 24-6833 August 8, 2024
Section XVIII. Disputes
UKG must retain the right to appeal any decision by the Procurement Services Director.

Sections XXVII. Indemnification and XXVIII. Indemnification/Hold Harmless UKG takes exception to these provisions to the extent they are more broad than the indemnification obligations found in UKG’s EULA.

Section XXIX. Confidentiality
Please see UKG’s affidavit declaring specific information to be exempt from disclosure under Georgia’s Open Records Act.

Section XXXIII. Termination for Convenience
UKG requests 90 days prior written notice should the County wish to terminate the Contract for convenience.

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Master Agreement
Owner: Cobb County Board of Commissioners
100 Cherokee Street
Marietta, GA 30090
Contractor: <Legal Name of Contractor>
<Contractor Address>
<Contractor Address>
Description: This Master Agreement for Name of Procurement incorporates by reference the following:

Exhibit “A” Owner’s Request for Proposal #Proposal Number; Exhibit “B” Contractor’s Bid/Proposal submitted on ;
Exhibit “B-1” Modifications to Exhibit “B” (if applicable) Exhibit “C” Cobb County Required Terms (required for any products or services used by Cobb County)
The following provisions of Exhibit “A” Owner’s Request for Proposal #Proposal Number, as modified by Exhibit “B” Contractor’s Bid/Proposal and Exhibit “B-1” Modifications to Exhibit “B,” shall be incorporated by reference herein and shall be deemed to have the same force and effect as if set forth in full herein: Section 3.0, Section 3.1, and Section 7.0 of the Solicitation; Sections IX, XIV, XVI, XVII, XXVIII, XXIX, XXXII, XXXIII, and XXXIX of Cobb County General Instructions for Proposers, Terms and Conditions.

Purchasing
Cooperative: OMNIA PARTNERS PURCHASING COOPERATIVE: Contractor agrees to extend use of this Master Agreement to public agencies (state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit) (“Public Agencies”) registered with OMNIA Partner, LLC’s Purchasing Cooperative (“Participating Public Agencies”) under the terms of this Agreement (“Master Agreement”) and the Master Intergovernmental Cooperative Purchasing Agreement found at Exhibit D of Exhibit “A” Owner’s Request for Proposal #Proposal Number.

Governing
Law: This Agreement shall be governed by the laws of the State of Georgia. As to any dispute hereunder, venue shall be in the Superior Court of Cobb County, Georgia.

Term: This Agreement shall begin on (Effective Date), for an Initial Term of four (4) years. Owner shall have the option to renew this Agreement for three (3) additional twelve (12) month periods (Renewal Terms) upon

Commented [JC1]: See General Exceptions provided by
UKG in its response.

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mutual written consent of the Parties. This Agreement shall terminate absolutely on , unless earlier terminated as provided herein.

Pursuant to O.C.G.A. § 36-60-13, this Agreement shall terminate absolutely and without further obligation on the part of the Owner at the close of the calendar year in which it was executed and at the close of each succeeding calendar year for which the Agreement is in effect. Unless Owner provides at least 30 days’ written notice of an intention not to renew, the Agreement shall automatically be renewed for consecutive one-year terms until the conclusion of the Initial Term or any Renewal Term in effect. The Parties reserve the right to renew, amend or extend the Agreement for additional terms. Owner may terminate this agreement at any time for nonappropriation of funding.

Price: Prices for services and equipment, if applicable, shall be as stated in Exhibit “B” Contractor’s Bid/Proposal.

Billing: For purchases made by Owner pursuant to this Agreement, all original invoices shall be submitted directly to the Cobb County Finance Department. Invoices shall bill only for items received during the period covered by the invoice and shall clearly identify such items in accordance with invoicing guidelines in Exhibit “B” Contractor’s Bid/Proposal. For purchases made by Participating Public Agencies, the Contractor shall comply with each Participating Public Agencies’ invoicing and billing requirements outlined on the applicable order. [Signatures on Next Page]

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IN WITNESS, WHEREOF, this Agreement has been executed by Owner and accepted by Contractor to be effective as of the date first above written.

OWNER CONTRACTOR
Cobb County Board of Commissioners <Legal Name of Contractor> 100 Cherokee Street <Contractor Address>
Marietta, Georgia 30090 <Contractor Address>

Lisa N. Cupid, Chairwoman <Authorized Signatory, Title> Cobb County Board of Commissioners <Legal Name of Contractor>

Date Date
Approved as to form: Attest:

County Attorney’s Office Corporate Secretary
Corporate Seal
Date
Federal Tax ID Number

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Exhibit “A”
Owner’s Request for Proposal #Proposal Number

1517
Exhibit “B”
Contractor’s Bid/Proposal

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Exhibit “B-1”
Modifications to Exhibit “B”
(if applicable)
Exhibit “B” Contractor’s Bid/Proposal contained certain exceptions to the requirements of Exhibit “A” Owner’s Request for Proposal #Proposal Number. Some of the exceptions are accepted and others are not. Language that is struck through is not accepted. The remainder is accepted with the additional language that is underlined:

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Exhibit “C”

COBB COUNTY

REQUIRED TERMS AND CONDITIONS
These Required Terms and Conditions are hereby agreed to, made and entered into by and between Cobb County, a political subdivision of the State of Georgia, (hereinafter “Cobb County” or “County”), and Vendor Name , a [state] [Choose an item.], located at Vendor address (hereinafter “Vendor” or “Contractor” or “Company”). These Required Terms and Conditions shall be made an exhibit to the Master Agreement between Cobb County and Vendor Name . (“Contract” or “Agreement”) and shall have the same force and effect as the terms and provisions in the Contract. County and Vendor may be referred to individually as “Party,” or collectively, as “Parties.” The Effective Date of this Contract shall be the date that the last party hereto executes the same (the “Effective Date”).
[It is understood by the Parties that Vendor has engaged the following subcontractor(s) to perform Work under this agreement for County:

It is understood by the Parties that no subcontractors are engaged to perform Work under this agreement.]
I. Agreement
A. Entire Agreement. This Agreement, together with all addenda, attachments, and exhibits listed below and incorporated herein by reference, represents the sole and entire agreement between the parties named herein and supersedes all previous or prior agreements, understandings, representations or commitments between the parties and their respective officials, officers, directors, contractors, employees and/or representatives. No oral promises, conditions, representations, understandings, interpretations, or terms of any kind are in effect between the parties or have been offered as an inducement for either party to execute this document.

1. Required Terms and Conditions dated mm/dd/yyyy

2. Master Agreement between County and Vendor dated mm/dd/yyyy

3. Exhibit “1” Invitation to Bid or Request for Proposal (ITB/RFP) #

4. Exhibit “2” Vendor’s Bid or Proposal dated mm/dd/yyyy

5. Exhibit “3” Vendor’s Price Quote #xxxx dated mm/dd/yyyy

6. Exhibit “4” Vendor’s Statement of Work (SOW)# dated mm/dd/yyyy

7. Exhibit “4-A” Project Schedule

8. Exhibit “5” Vendor’s End User License Agreement (EULA), License, Software dated mm/dd/yyyy

9. Exhibit “6” Vendor’s Maintenance or Support Agreement dated mm/dd/yyy

10. Exhibit “7” Vendor’s Service Level Agreement (SLA)

11. Exhibit “8” Third Party Terms and Conditions

12. Exhibit “9” Information Security

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13. Exhibit “10-A” Change Control Definitions and Process

14. Exhibit “10-B” Change Order Form

15. Exhibit “11-A” Contractor Affidavit and Agreement

16. Exhibit “11-B” Subcontractor Affidavit and Agreement

17. Exhibit “11-C” Immigration Compliance Certification

18. Exhibit “12” Conflict of Interest Affidavit
B. These Required Terms and Conditions shall apply to and supersede any additional terms and conditions contained in any purchase order, task order, invoice, delivery receipt, or other document issued by Vendor either party in conjunction with the services or products provided pursuant to this Agreement.

C. Order of Precedence. In the case of any inconsistency, conflict, ambiguity among the contract documents, the documents shall govern in the following order: (1) Required Terms and Conditions; (2) Exhibit “3” Vendor’s Price Quote; and (3) any other applicable documents.

D. Invalid Terms.

1. Notwithstanding anything else in this Agreement, including any exhibits, attachments or links provided therein, no term shall be valid that:
a) Requires the County to:
i. Defend, indemnify, or hold harmless another person or entity; or ii. Be bound by terms and conditions that are unknown at the time of signing such contract or that may be unilaterally changed by the other party; or iii. Waive damages; or
iv. Release Vendor or third parties from liability; or
v.iii. Assume all risk.
vi.iv. Pay late payment fees, penalties, interest, attorneys’ fees, liquidated damages, or any other fee that would constitute an illegal gratuity under Georgia law; or b) Provides for:
i. A venue for any action or dispute other than a court of competent jurisdiction in Cobb County, Georgia; or
ii. The contract to be construed in accordance with the laws of a state other than the State of Georgia; or
iii. Binding arbitration or binding mediation; or
iv. Renewal beyond the Term; or
v. An automatic renewal such that County funds are or would be obligated in subsequent fiscal years; or
c) Is inconsistent with the provisions of O.C.G.A. § 50-18-70 et seq., relating to open records.

Commented [JC2]: Unclear how conflicts within Required
Terms and Conditions and its amendments would be
resolved
Commented [JC3]: How will we manage new offerings
that get added to the agreement and require additional terms and conditions?

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2. If Agreement, including any exhibits, attachments or links provided therein, contains a term prohibited under this section, such term shall be void, and the Agreement shall be otherwise enforceable as if it did not contain such term.

3. Neither the County nor any agency or department thereof shall be bound by any other new terms and conditions included in any exhibits, orders, invoices, attachments, links, or other document, physical or electronic, which attempt to impose any condition in variance of or in addition to the terms and conditions contain in this Agreement.

II. Scope of Work
Subject to the terms and conditions herein, the term “Services” or “Project” or “Work” means all of the work, product, services, goods, software, licenses, material, equipment, and labor to be provided and performed and completed by Vendor under and as reflected in the Contract, including any and all addendums, exhibits, attachments, appendices, and schedules thereto, and all work reasonably inferable from the specific descriptions. These Required Terms and Conditions shall be an addendum and/or exhibit to the Contract and shall have the same force and effect as the terms and provisions in the Contract.

III. Compensation/Consideration
A. The total amount payable by Cobb County shall not exceed the maximum amount of $ (“Price”).
[Or for multi-year:]
Year 1 FY 20yy (mm/dd/yyyy – mm/dd/yyyy) Price: $xxx.xx Year 2 FY 20yy (mm/dd/yyyy – mm/dd/yyyy) Price: $xxx.xx Year 3 FY 20yy (mm/dd/yyyy – mm/dd/yyyy) Price: $xxx.xx Year 4 FY 20yy (mm/dd/yyyy – mm/dd/yyyy) Price: $xxx.xx Year 5 FY 20yy (mm/dd/yyyy – mm/dd/yyyy) Price: $xxx.xx B. As a political subdivision of the State of Georgia, County is exempt from paying most types of taxes and will only pay those taxes it is required to pay under the laws of the State of Georgia or federal law.

C. County shall timely process payment to Vendor. Vendor shall not charge interest or assess payment penalties against County.

D. In the event of a dispute about payment/invoicing, County shall deliver a written statement to Vendor no later than days prior to the date payment is due on the disputed invoice listing all disputed items and providing a reasonably detailed description of each disputed item. The parties shall seek to resolve all such disputes expeditiously and in good faith. Vendor shall continue performing its obligations under the Agreement notwithstanding any such dispute.

IV. Term of Agreement
A. Term. The Initial Term of this Agreement shall begin on the Effective Date and continue for twelve (12) months (“Initial Term”). This Agreement may be renewed as herein provided for Commented [JC4]: Future products being added to the
Agreement may be subject to new or additional terms and conditions.

Commented [JC5]: UKG will need a right to suspend if
undisputed payments have not been made

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up to a total of ( ) months (“Full Term”).

B. Renewal. This Agreement shall automatically renew annually after Initial Term for twelve (12) months on the Effective Date for each subsequent year for a maximum of ( ) renewal years unless County provides at least thirty (30) days written notice of an intention not to renew before the expiration of the then-current annual period. This Agreement shall terminate absolutely after ( ) months. The Parties reserve the right to renew, extend, or amend this Agreement.

C. Termination. This Agreement may be terminated in the methods listed below. If this contract is terminated, County shall be liable only for goods or services delivered or accepted.

1. For Convenience. County may terminate this Agreement at any time for any reason upon thirty (30)ninety (90) days prior written notice to Vendor. The effective date of termination shall be set forth in the notice. As the sole remedy for County’s termination for convenience, Vendor shall be paid for any validated services performed under this Agreement up to the time of termination. Vendor shall not incur new obligations upon receipt of such notice and shall cancel as many outstanding obligations as possible.

2. For Cause. Either Party may terminate this Agreement for cause should the other Party default in the performance of any of the terms, covenants, obligations, or conditions of this Agreement upon thirty (30) days written notice to the defaulting party to cure the default.
a) Cause for termination by the County shall include, but not be limited to, Vendor’s breach of a material provision of the Agreement, failure to complete a deliverable or milestone in a timely manner as set forth in a mutually agreed upon written project plan, and/or failure to dedicate adequate and qualified staff to complete the Work.

Failure of Vendor to cure such breach or failure within thirty (30) days shall entitle County to a refund of all compensation paid to Vendor. b) Should the Vendor terminate this Agreement for default in performance that is not cured in a timely manner, the County shall be liable for no more than the amount of goods or services delivered toor accepted by County up to the date of termination.

3. By Statute. In compliance with O.C.G.A. § 36-60-13, this Agreement shall be deemed to terminate absolutely and without further obligation on the part of County at the close (December 31) of the calendar year of its execution (“Initial Expiration Date”) and at the close (December 31) of each succeeding year for which it may be renewed, unless otherwise expired, earlier terminated, or renewed all as provided in this Agreement.

Notwithstanding this provision, as permitted by statute, this Agreement may automatically be renewed and extended for consecutive up to one-year periods beyond the Initial Expiration Date until the expiration of the Full Term, unless County notifies Vendor in writing of its intent not to extend this Agreement at least thirty (30) days prior to the date of termination set forth in such notice, or, for any one-year renewal term subsequent to the Initial Expiration Date, at least thirty (30) days prior to the expiration of the then-current annual period.

4. Non-appropriation. In compliance with the terms of O.C.G.A. § 36-60-13, this Agreement shall terminate immediately and absolutely at such time as appropriated or otherwise unobligated funds are no longer available to satisfy the obligation of County. This Agreement does not create a debt of County for the payment of any sum beyond the

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calendar year of execution or in the event of renewal, beyond the calendar year of such renewal.

D. Survival. Notwithstanding the stated term, those provisions that expressly state that they survive, or that would by necessity survive, the expiration or earlier termination of this agreement shall so survive. Furthermore, the provisions pertaining to Confidentiality, Open Records, Record Retention, Indemnification, Limitation of Liability, Preservation of Immunities, No Personal Liabilities, Governing Law, Venue, and Invalid Terms shall survive termination or expiration of this Agreement.

V. System Access, Licenses, and Warranties
A. This Contract is a Subscription-Based Information Technology Arrangement (SBITA). It is a contract that conveys control of the right to access and use IT software for authorized purposes alone or in combination with tangible capital assets (underlying IT assets) for a period of time in an exchange or exchange-like transaction.

B. License Grant. Vendor hereby grants to Cobb County a worldwide nonexclusive, nontransferable revocable license to access, use and publicly display the online portion of the Project, as defined in Section 1.1.3.1 below, and a nonexclusive, nontransferable revocable license to distribute to the users the Project (the “License”) during the term of this Agreement.

Vendor also grants to Cobb County a nonexclusive right to advertise, market and promote the Project to its clients and the Users during the term of this Agreement. The License expressly excludes all other rights, including, without limitation, the right to modify or create derivative works of the Project or the right to grant any other sublicensing rights to third parties. The License is revocable under the circumstances and on the terms set forth in this Agreement.

C. Vendor agrees to provide a list and description of all software and licenses required or necessary for the use of such software, to include any continued use or maintenance contemplated by the Contract.

D. Warranties

1. General. Vendor hereby expressly warrants that the Work to be performed hereunder shall be performed in a workmanlike manner, that all Work assigned shall be performed in a manner consistent with that level of care and skill ordinarily exercised by other providers of similar services under similar circumstances at the time Work is provided and as required under the terms of the Contract. Vendor warrants to County that all Services or Goods furnished in connection with Services shall: (a) be new and free from any defects in workmanship, material, and design; (b) conform to applicable specifications; (c) be fit for their intended purpose and operate as intended; and (d) be free and clear of all liens, security interests or other encumbrances.

2. Performance. For the greater of 12 months or the period during which County purchases support services, the software shall materially conform to the requirements of this Agreement, including any statements of work, and, to the extent not inconsistent with the foregoing, the documentation. Further the software shall remain free from material programming errors and defects in workmanship and materials. If material programming Commented [JC6]: Note that UKG expects a mutually
agreed upon Limitation of Liability will be agreed upon in this contract and each contract with a Participating Agency.

See UKG’s EULA provided as part of UKG’s response for
proposed provision.

Commented [JC7]: Replace all of Section V.B. with UKG
license grant from UKG’s EULA provided as part of UKG’s response.

Commented [JC8]: Customers get this through technical
papers in the Community
Commented [JC9]: Replace all warranties in this Section V.D. with those set forth in the UKG EULA provided as part of UKG’s response. Note additional comments with respect to specific warranties.