RefineM LLC – RFQ for PM Services Salinas, CA
https://www.RefineM.com (417) 763-6762 Page 1 of 17
EIN: 45-4043033 DUNS: 060738862 NAICS: 611430, 541611
Request for Qualifications for Project Management,
Environmental Services, Construction Management, and
Inspection Services for
Multiple Public Facilities Improvement Projects
Prepared On: May 8, 2024
Prepared By: Phillip George
Phone: (417) 763-6762
Email: [email protected]
GSA Contract # 47QRAA22D003T
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Table of Contents
1. Cover Letter .......................................................................................................................................... 3
2. Business History ................................................................................................................................... 4
4. Relevant Experience and Qualifications ................................................................................................... 6 a. Project Team Experience and Qualifications ........................................................................................ 6 b. Consultant’s Experience with Similar Projects ..................................................................................... 6 c. Project Understanding and Approach ................................................................................................... 7 d. Project Management Procedures ........................................................................................................... 8
5. References for Similar Projects ................................................................................................................. 9
6. Fee Schedule ............................................................................................................................................. 9
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1. Cover Letter
May 8, 2024
Francisco Brambila
Acting Housing Planning Manager
Community Development Department
City of Salinas, CA
Dear Mr. Brambila,
This letter is to introduce RefineM LLC, a Project Management Consulting and training firm.
We are based in Springfield, Missouri with additional office in Cary, North Carolina and qualified project personnel available across the United States, Canada, and India. Please find attached our proposal for Project Manager and Owners Representative Services.
We have over 12 years of experience providing consulting engagements to a variety of firms, small to large, in fields including insurance, transportation, and government. Our integrated, hands-on approach to consulting means you get support before, during, and after the project management work. We engage with your key stakeholders and team members to learn pain points and challenges, craft and deliver targeted project management to address those needs and provide ongoing support.
Please find attached our Statement of Qualifications. We look forward to hearing from you.
Sincerely,
Phillip George
Project Manager
RefineM LLC
(417) 763-6762
[email protected]
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2. Business History
RefineM has operated as a Project Management consulting and training firm since December 2011. Please see our Capability Statement below.
Project Management Consulting | Enterprise Agile Coaching | Training
RefineM specializes in Project Management Consulting,
Enterprise Agile Coaching, and Customized Training with a global reach. We help organizations develop systems,
processes, resources, and talent to drive project
success.
With RefineM on your side, your team will learn to focus on value delivery, use simple but effective tools and
techniques to deliver projects, and shift from reactive to strategic thinking.
Our mission: to help organizations turn their Project
Management capability into a competitive advantage.
Our values: Simplicity, Integrity, and Flexibility.
DUNS: 060738862
CAGE: 7MC10
Business Type: Small Business
Administration: LLC
Date Incorporated: 2011
State of Incorporation: Missouri
Locations:
1. Springfield, MO
2. Cary, NC
NAICS Codes
611430: Professional and Management Development Training. 541611: Administrative Management and General Management Consulting Service s 541511: Customer Computer Programming Services
541519: Other Computer-Related Services
541614: Process, Physical Distribution, and Logistics Consulting Services 611420: Computer Training
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Service Category Services Performance
Enterprise Agile Coaching
Our Agile Transformation Services can result in
enhanced productivity gains of up to 15 -40% in just 4 -8 weeks. We start Agile transformation from the top. We
work with senior leadership and project teams to develop and implement a “fit for purpose” Agile Operating Model that typically combines Agile principles and Scrum,
Kanban, XP, and Lean practices. We don’t force fit any one methodology to all situations.
1. IBM
2. American National Insurance
3. Classy Llama Studios
4. AAFP
Project Mgmt. Consulting Our toolkit, Essential Gear for Project Managers, is a package of Project Management processes delivered via
intuitive templates and a handbook detailing how to
execute best practices to avoid pitfalls. Essential Gear speeds up project management capability development by
combining what works best for you with industry best
practices.
1. Golden Gate Bridge District
2. Multi-Craft Contractors
3. Enactus United States
4. Dynex Semiconductors
5. Tracker Marine Group
6. Evangel University
Training We offer practical, targeted training on -site or over the Web that is impactful and relevant to your business. Our customizable Agile, Project Management and leadership
training modules range from fundamentals and advanced
topics to certification prep courses including PMP® and PMI-ACP®.
1. Massachusetts State
2. US Air Force
3. ICU Medical
4. Bristol-Myers Squibb
5. Pfizer
6. GNF Novartis
7. O’Reilly Automotive
Visit us at RefineM.com to learn more.
Core Competencies
Agile Transformation – RefineM has led numerous
successful Agile transformations for medium-to-large
teams and organizations.
Project Management – Through our toolkit and
experience, we propose simple yet effective project
management solutions in industries ranging from
construction to manufacturing, IT, healthcare and
more.
Training – Our instructors bring real-world experience
into their training for the benefit of trainees.
Key Differentiators
Outcomes-Driven Approach – RefineM’s
commitment to outcomes means we don’t close until
you see results backed up by metrics.
Domain Expertise – RefineM’s CEO has over 30
years of project management experience and over 15
years of Agile experience.
Metrics – RefineM works with customers to establish
and track only the key metrics that impact bottom line.
Accountability – RefineM establishes strong
partnerships rooted in accountability. We don’t close
the project until you see the results you want.
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3. Relevant Experience and Qualifications
a. Project Team Experience and Qualifications
NK Shrivastava, PMP, RMP, ACP, CSP, SPC4 – Senior Project Manager NK Shrivastava is CEO of RefineM and a highly experienced, business-savvy Enterprise Agile Coach and Project Manager. He has over 30 years of experience in project management and 15 years of Agile, including over 4 years of experience in Agile coaching at a Fortune 50 Technology Company. He founded RefineM in 2011 to further the mission of making organizations’ project management into a competitive advantage. NK is based in Cary, NC.
Phillip George, PMP, CSM – Project Manager/Business Analyst Phillip George has over 10 years of experience in project management, Agile, and business analysis. He has led projects in IT, government, non-profit, and other contexts. He has also designed training materials and developed websites using WordPress. Phillip is based in Springfield, MO.
Ryan Card – Construction Project Manager
Ryan Card has over 10 years of experience in Construction and Facilities Project Management, including over 4 years as Founder and Lead Project Manager at Accelerate Facility Services, 2 years of Facilities Project Management Experience at Alation and Reciprocity, Inc., and 1 year of Construction Superintendent experience at Vulcan Construction. Ryan is based in Menlo Park, CA.
RefineM will hire additional staff as needed to meet the demands of projects under this RFP.
b. Consultant’s Experience with Similar Projects
1. Golden Gate Bridge, Highway and Transportation District – San Rafael, CA- August 2018- present – http://www.goldengate.org – Providing Agile project planning and execution for a project to digitize paper documents and finalize future business processes to reduce paper documents.
2. American National Insurance – Springfield, MO and others – December 2011-present http://www.AmericanNational.com – Providing ongoing software development support.
Improved the process of gathering requirements for internal projects. Developed and implemented new and refined processes in quality control, project selection and prioritization, and user acceptance testing. Software development process improvement to integrate traditional project management (Waterfall) and Agile teams working on a large custom project. Process improvement with Agile practices on a Customer Relationship Management (CRM) development project.
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3. Enactus United States – Springfield, MO – June 2015-July 2017 – https://enactusunitedstates.org - Development of project plans and master portfolio for over 40 social entrepreneurship-related projects using Microsoft Project. Delivery of website needs assessment following a series of technical and marketing interviews with stakeholders inside and outside the organization.
4. Evangel University – Springfield, MO – 2015 - www.evangel.edu – Implementing new Enterprise Resource Portal (ERP) system using Agile methodology, and training project managers to continue to lead the project.
5. Adult and Teen Challenge USA – Ozark, MO – March-July 2015 – https://teenchallengeusa.org – Providing coding support using CodeIgniter and project management support to implement cybersecurity initiatives. c. Project Understanding and Approach
RefineM understands the workstreams of this project to be the following:
Focus Area 1 - Project Management
a. Project document management.
b. Run coordination meetings including tracking action items. c. Utility provider coordination.
d. Obtain permits needed for the project.
e. Monitor the design process.
f. Verify design conformity to the owner’s programs.
g. Update project schedule as the design progresses.
h. Provide monthly status reports.
i. Perform value engineering and cost estimating of the project at 50% and 90% design.
j. Review the design for constructability.
k. Maintain quality assurance and quality control of the construction documents. l. Design, Plans, and Specifications services to be requested:
m. Architectural
n. Engineering (Civil, Electrical, Mechanical, Structural) o. Land Survey and Geotechnical Investigation
p. Landscaping and Irrigation
q. Photometric Lighting Study(ies)
r. Bid Documents Preparation
s. Preparation of plans and specifications.
t. Preparation of Bid Documents (Construction and/or Demolition Projects). u. Management of bid solicitation process.
v. Review submitted bids for consistency with plans and specifications and provide recommendation to City staff.
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d. Project Management Procedures
See RefineM’s standard Project Management process below.
2. In addition to these services, RefineM will set up and deliver weekly status reviews, changed to daily at key points in the project such as phase transitions.
3. RefineM staff will be available within 24 business hours to answer any queries related to the project progress.
4. RefineM staff will propose at least one quarterly on-site meeting, with the project manager being available more frequently.
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4. References for Similar Projects
Name Title Phone EMail
Malini Brown Sr Project Manager (417) 923-2366 [email protected] Organization: Golden Gate Bridge, Highway and Transportation District Work Performed: Data Analytics project support for a Power BI reporting project to drive key business decisions for the Bus department.Project management and Agile oversight of E-Document Management to convert paper documents to electronic files, upgrade client’s OnBase software to latest version, and define future processing of paper documents to save space and improve efficiency.
Duration: August 2018-present
Outcomes: Data Analytics project resulted in several successful Power BI reports to drive changes in policies a nd operations. E-document management project resulted in ten thousand documents processed across six departments and successful upgrade of OnBase software.
Shirley Cron AVP, Software Development (417) 887-1990 ext. 268 [email protected] Organization: American National Insurance
Work Performed: Numerous engagements leveraging project management and Agile consulting, training, and software development skills including VSAM, DB2, .NET, and more.
Duration: December 2011-December 2019
Outcome: Multiple successful project delivery outcomes and batches of employees trained at three sites (Springfield, MO; Albany, NY; Galveston, TX) from 2011 to 2019.
Gary Blackard President (417) 581-2181 [email protected] Organization: Adult and Teen Challenge USA
Work Performed: Cybersecurity enhancement initiatives for Adult and Teen Challenge USA public website.
Duration: March-July 2015
Outcome: Multiple projects delivered successfully to strengthen organization’s cybersecurity for their public -facing website and protect data of clients.
5. Fee Schedule
Senior Project Manager........................................................... US$106 / hour Project Manager ...................................................................... US$86 / hour Rates are all-inclusive except for travel, which will be billed per actuals.
RefineM will invoice every month for work performed in the last 30 days.
Payment terms are Net 30, with a 1% discount for Net 15.
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6. General Contract Requirements
Proof of Insurability: See Sample RefineM COI below.
Concurrence with contract provisions: RefineM concurs with the provisions of the City’s standard contract as attached in the RFQ.
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Appendix A. Resumes
NARENDRA (NK) SHRIVASTAVA, MBA, PMP, RMP, ACP, CSM, SPC4 405 N Jefferson Ave 417-763-6762
Springfield, MO 65806 [email protected]
PROJECT/PROGRAM MANAGEMENT CONSULTANT
IT/SOFTWARE · INSURANCE · FINANCE · LOCAL GOVERNMENT
Highly accomplished, strategic-thinking and business savvy consultant with more than 20 years of experience in project & program management. Adept at managing multi-million-dollar programs consisting of multiple projects with teams spread across multiple locations. Demonstrated leadership in complex, matrix-driven environments in putting/keeping large, complex projects on track to deliver transformational results while managing and mentoring teams of project managers and spearheading process improvements. A critical thinker capable of grasping the big picture, identifying priorities, developing sophisticated, data-driven project plans, and crafting metrics-rich, executive-level communications
Project/Portfolio/Program Management · Demand Management · Financial Management · PMO · Data Warehouse · Data/Application Migration · Business Intelligence · Analytics · Process Improvements · AGILE/Waterfall/SDLC · Offshore Software Development · Metrics/Scorecards/Dashboards · CRM · Cross Functional/Cross Regional Teams
· Leadership Development · Training, Mentoring & Coaching
KEY CAREER ACCOMPLISHMENTS
• Served on the PMO advisory council of a 300+ stakeholders (across two locations) for multi-billion- dollar P&C and commercial insurance company with offices in the Midwest and New York. • Lead manager and/or consultant on numerous multi -year, multi -million-dollar IT programs and projects that were transformational for the customers & stakeholders: 100% success rate track record, 95%+ on-time completion rate, under budget by 10%. These projects included several types of projects such as data migration, data marts, data warehousing, applica tion migration and application development on various technology platforms for insurance (P&C, commercial and life), financial, government and other businesses.
• Implemented numerous process improvements projects in IT and PMO areas resulting in improved quality (50%+ reduction in defects), improved turnaround time (reducing QA cycles from three months to one month) and significant cost savings
• Recovered several multi -million-dollar projects that went off -track and led them to successful completion saving millions of dollars for those clients. • Developed high -level communications, including dashboards and scorecards, to allow C -level executives to make decisions based on metrics and an understanding of the big picture —not guesswork
• Mentoring, coaching and trai ning to align people with strategies, develop necessary skill sets, resolve issues and increase performance.
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PROFESSIONAL EXPERIENCE
REFINEM, Nixa, MO Dec 2011 - Present
Project Management Consultant/Enterprise Agile Coach
Project Management Consultant providing services in project management contracting/consulting, project recovery, project review/audit, process improvement, customer relationship management and training/mentoring/coaching.
• Specializes in project management using Agile and Waterfall methodologies. • Developed and delivered project management training program for companies in the USA and Europe.
• Contracted with IBM as Enterprise Agile Coach to transform IBM teams to Agile. • Project Management/Process Improvemen t Consultant for ANPAC ( www.anpac.com) and Farm Family Insurance, multi-billion dollar Property & Casualty and commercial Insurance Companies, to implement agile methodologies, project risk management and earned value management processes, project recovery, design and implement management dashboards, process improvement strategies and mentoring/coaching project managers in their PMO (Project Management Office). • Agile coach for Ventraq ( www.ventraq.com)/Genband(www.genband.com), telecom software product/services companies in St. Louis, MO, helping them adopt agile for their project delivery.
Developing an agile process for them that is a blend of agile concepts and ground realities of th e business needs as required by their customers.
• Agile Coach/PMO Consultant to several IT and non -IT companies, including IBM, Pfizer, Bristol - Myers Squibb, Evangel University, Enactus, Multi-Craft Contractors and Wright-Patterson Air Force Base.
FARRAGUT SYSTEMS (FORMER IIS, INC.), Durham, NC (www.farragut.com) 2001- Nov 2011 Vice President, Farragut Systems, 2011
As a senior executive, served on the management team to develop strategic plans for the company and lead several initiatives to deliver on strategy. Championed project management, business development, financial management, process improvement, quality assurance and client relation’s activities on behalf of this North Carolina based software design and Services Company. Additionally, oversaw a team of 25 employees in a program delivery of IT projects and consultative services. • Client lead/Program Manager for ANPAC/Farm Family account —streamlined operations and improved business efficiencies via deployment of technological innovation, mentoring of leadership and implementation of project risk management, earned value management and other operational process improvements in IT and PMO. Served on the advisory council for the cli ent’s PMO.
Successful leadership led to long-term consulting contract still in effect today • Significantly improved productivity and asset utilization, yielding earnings ratio of 95%+ monthly for entire business unit through portfolio & resource optimizatio n, and continuous process improvements.
• Cultivated detailed planning and execution process to track financial projections on weekly basis and get as close to actual as possible. Efforts resulted in vastly improved data integrity and record low deviation rate.
Other professional experience includes working in multiple organizations.
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Ryan Card
(650) 269-4264 Menlo Park, CA 94025 [email protected]
CONSTRUCTION PROJECT MANAGER
AVIATION · CONSTRUCTION
Seasoned Construction & Project Management professional with exceptional leadership and project management skills. Competent in team, budget and schedule oversight. Develops scopes, checks field activities and updates clients.
Blueprints · Project Management · Building Inspection · Construction · Tenant Improvements · Design Layouts & Schematics · On-Time Project Delivery · Commercial Projects · Subcontractor Relations · Client Relations · Punch Lists · Project Drawings · Conflict Management
PROFESSIONAL EXPERIENCE
ALATION 09/2021 to 04/2022
Global Facilities Project Manager
• Designed 3,500 sq ft flagship office in Redwood City, and 20,000 sq ft office at Brigade World Trade Center in Chennai, India
• Worked with lawyers on redlines for worldwide offices • Partnered with all departments for feedback on workplace and facilities initiatives to strengthen employee attraction and retention
• Established standardized workplace and facilities protocols for all offices • Supported and oversaw multiple local and international service, vendor and real estate contracts
ACCELERATE FACILITY SERVICES 01/2019 to 01/2022
Founder & Lead Project Manager
• Designed, planned, budgeted and lead tenant improvement projects for various Bay Area startups. • Managed office build outs, space planning, office moves, minor renovations & upgrades, network infrastructure projects
• Directed and scheduled staff of six on multiple, short-and-long range, multilocation projects • Sourced and oversaw specialty contractors and vendors for multifaceted projects, ensuring cost- effectiveness and quality for client
• Performed routine construction, maintenance, upgrades, repairs as needed
RECIPROCITY INC 01/2019 to 04/2020 Facilities Project Manager
• Responsible for ITIL based project management duties for larger enterprise and service management projectsConducted marketing, pre-sales, consulting and management for projects utilizing HP OpenView ITSM, CA Unicenter, BMC Patrol, Remedy, Clarify and Tivoli. Focus area was ITSM, BSM, ERM, and CRM
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VULCAN 04/2018 to 01/2019 Construction Superintendent
• Maintained tight construction standards while instructing contractors of various disciplines on quality control.
• Identified and reviewed proposed change order requests • Identified and eliminated safety risks through additional training • Read and modified architectural drawings to fit client and code requirements • Delivered reports to construction manager to detail project updates and likely completion dates, noting delays and causes
• Supervised material usage and contractor man -hours to keep projects in line with budgetary restrictions
JOBY AVIATION 01/2018 to 04/2018 Office Move Project Manager (Contract)
• Planned seamless move from 2000 sq ft office to 120,000 sq Ft space. • Designed, procured equipment for and set up 60,000 sq ft in-house machine shop for prototyping • Managed 50-person construction team, ensuring office was completed to code and regulation, as well as ensuring contracts were executed efficiently and within 2 week allotted time frame • Worked directly with and acted as primary liaison to building inspector, fire inspector, construction lead, landlord, and contractors
ATRIUM 09/2017 to 01/2018 Office & Facilities Project Manager (Contract)
• Coordinated office, facility and growth needs – creating policies, procedures and managing contracts – during six-month period of expansion and 238% hiring increase • Provided training and support to 140 employees and developed strong procedural staff skill set • Closely assisted daily strategic decisions on facilities, construction, and expansion-related activities • Planned and coordinated events celebrating company milestones, new clients and recruiting efforts
WESTON CONSTRUCTION 01/2013 to 05/2017
Construction Project Manager
• Regulated and managed construction plans, materials, budgeting and staff to complete commercial and residential construction projects
• Scheduled workforce needs with superintendents and allocated company resources to meet project requirements
• Reviewed project scope, required materials and labor pricing to develop competitive bids • Initiated procedures for proper, safe and cost-effective handling of all materials and equipment
BURNING MAN PROJECT 06/2016 to 09/2018
Assistant Director of Special Projects
• Established performance goals for team and provided feedback on methods for reaching those milestones
• Submitted daily project progress reports to stakeholders, assisting crew's efforts to successfully open event 3-days ahead of schedule
• Administered critical tasks required to legally open 7-day, estimated 100,000-plus attendee event • Monitored expenditures to mitigate risk of overages.
BURNING MAN PROJECT 06/2013 to 09/2015
Team Lead
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• Facilitated construction of Burning Man' s central art feature, "The Man" with team of staff and volunteers
• Developed and managed comprehensive project plans and associated project documents to keep ongoing development on schedule
• Maintained open communication by presenting regular updates on project status to stakeholders • Coordinated team members and material resources throughout the construction process.
EDUCATION & CERTIFICATIONS
1. Bachelor of Arts, VENUS RISING UNIVERSITY, Asheville, NC
2. AA: Automotive Technician (2010) , SKYLINE COLLEGE, San Bruno, CA
3. OSHA – 2018 10 Certification AWARDS CUTCO PRESIDENCY AWARD – 2012
4. Sales Results & Work Ethic TOYOTA AWARD – 2006 Customer ServiceMS Project with PMI Framework
PROFESSIONAL SKILLS & AFFILIATIONS
Professional Skills:
• Blueprints
• Building Inspection
• Construction
• Tenant Improvements
• Design Layouts & Schematics
• On-Time Project Delivery
• Commercial Projects
• Subcontractor Relations
• Conflict Management
• Client Relations
• Punch Lists
• Project Drawings
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PHILLIP GEORGE, PMP, CSM
RefineM LLC, 405 N. Jefferson, Suite 1013 +1-417-763-6762 Springfield, MO, 65806, USA [email protected]
PROJECT MANAGER
Phillip George, CSM, is a project management practitioner and Scrum Master with over 6 years of experience coordinating and leading projects in information technology, non-profit, and Agile contexts.
• He has coordinated and led process mapping and process improvement projects to help companies and organizations realize efficiency gains.
• He is also skilled at developing Web and training content, assisting trainers, and coordinating training engagements nationally and internationally with class sizes of up to 50 people.
Project Management · Agile and SCRUM · Process Improvement · Project Communications Training Development and Support · Technical Communication
PROFESSIONAL EXPERIENCE
Project Manager /Business Analyst, RefineM, September 2013 – present Manage projects and consulting engagements and help gather and refine requirements. Support training development and presentation.
PROJECT EXPERIENCE
Golden Gate Bridge, Highway and Transportation District, August 2018 – July 2020, August 2022- present
• Coordinating Data Analytics project with District and a vendor to improve District’s Power BI implementation and produce actionable reports to drive key metrics. • Managed an IT project for the customer involving two phases and multiple vendors to digitize paper records and build future digital business processes. • Tracked project progress, schedule, and expenditures weekly and communicated to stakeholders monthly on project progress and strategy.
Contract Freighters, Inc. (CFI), May 2021-December 2022 • Collaborated with business and software vendor to troubleshoot and resolve critical driver- facing issues on On-board Communication (OBCS) software to ensure ideal driver experience. • Supported business analysts in documenting requirements for future projects and for processes to ensure Sarbanes-Oxley (SOX) compliance.
• Led OBCS migration for a fleet of over 1,800 tractors from PeopleNet to Omnitracs relays in coordination with an installation vendor (Velociti) and Operations and Shop managers at multiple sites across the United States.
• Coordinated OBCS portion of a Merger and Acquisition project involving a fleet of over 700 trucks by working with vendors and Shop managers to acquire necessary hardware.
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Howden Roots, December 2020-May 2021
• Led schedule management support for a manufacturing project, involving multiple vendors, with projected delivery in 2021 to an international client. • Updated schedule, reported critical path, updated Earned Value, identified and assessed risks, and communicated daily and weekly with customer project manager and stakeholders.
Classy Llama Studios, LLC - May 2017 – November 2017
• Assessed Agile implementation and worked with PMO director and RefineM’s Enterprise Agile Coach to recommend improvements.
• Contributed to Agile strategy and implementation.
• Coordinated with dedicated Scrum team for four client projects.
EDUCATION AND CERTIFICATIONS
• Certified Scrum Master, Scrum Alliance, April 2019-present • M.S. Project Management, Missouri State University, 2013 • M.A. Writing, Missouri State University, 2010
• B.A. English, Missouri State University, 2007