ATTACHMENT A
Submitted By
David Diskin
Owner, Applied Office
PO Box 1582
Lodi, CA 95241-1582
209-610-0651
appliedoffice.net
[email protected]
Proposal
Onsite Software Training
Response to RFP PUR 25-024
Citywide Training
For the City of Stockton
September 2025 through August 2030
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Executive Summary
David Diskin dba Applied Office is pleased to respond to RFP PUR 25-024 (Citywide Training) and continue its eight-year relationship as a vendor for the City of Stockton.
Summary of Experience (CL #3)
David Diskin is a Microsoft Certified Professional and certified “Master” of Microsoft Office with over 25 years of computing experience in training, application development, and consulting.
David currently provides on-site computer training to many businesses and government agencies including:
• The City of Stockton
• University of the Pacific
• Adventist Health (Lodi)
• California Waste Recovery Systems
• The City of Tracy
• California Dept of Justice
• Illumina
• Blue Diamond Growers
David is proud to present the following qualifications and advantages as your trusted IT training and consulting provider:
• Local: David has demonstrated an ability to quickly respond to demand as- needed for in-person classroom delivery and meetings without added charges for travel or being limited to video conferences.
• Consistency: As a trusted vendor with the City of Stockton since 2017, David has delivered over 1,800 hours of classes and consulting to City employees. • Familiarity: David is extremely familiar with the City of Stockton’s Microsoft 365 implementation and has consulted on its use of SharePoint, Teams, and other related services since their rollout. David has also developed a rapport with City staff in every department, most notably IT and HR.
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• Convenience: Without any other employees or subcontractors, David provides a single point of contact for all services including training delivery, facilitation, consulting, and billing.
• Experience:
- 25 years of experience using Microsoft Office
- 20 years of experience training on Microsoft Office and Windows - 20 years of experience creating curriculum on a variety of applications - 15 years of experience training on Microsoft SharePoint - 8 years of experience training on WebEx
- 7 years of experience training on Microsoft Teams
- 7 years of experience training on Adobe Acrobat
- 7 years of experience delivering training online
• Certifications:
- Microsoft Office User Specialist at the “Master” Level - Microsoft Certified Professional
- CompTIA A+
• Flexibility: David’s services include a large catalog of available courses that can be delivered in person and online. Classes are customized based on the City’s specific needs, policies, and implementation. There are no contractual minimums or requirements.
Acknowledgement of Addendums (CL #4)
Addendum #1 (on March 28, 2025) is hereby acknowledged.
Addendum #2 (on April 3, 2025) is hereby acknowledged.
Proposal Timeframe (CL #5)
This proposal, and all its contents, including the fee proposal, are valid until July 31, 2025.
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Qualifications and Experience
Firm Organization (5.1.1)
David Diskin dba Applied Office is a sole proprietorship based in Lodi, CA, founded in April 2005.
There are no divisions, parent/holding companies, subcontractors, or other personnel.
For David’s resume, please see Appendix A.
Prior experience with government-based contracts includes:
• The City of Stockton (2017)
• California Department of Justice (2009)
• California Office of Emergency Services (2008)
• City of Lathrop (2019)
• City of Tracy (2023)
• San Joaquin County Public Works (2017)
Services to these clients includes training on Microsoft software (including Microsoft 365), consulting and development on Microsoft 365 services (including SharePoint and Power BI), and database development (Access and SQL).
List of References (5.1.2)
Please see Attachment D.
Financial Capacity (5.1.3)
Please see Attachment E.
Further, it is affirmed that David Diskin dba Applied Office is not involved in any ongoing bankruptcy, reorganization, liquidation, or dissolution.
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Qualifications (5.1.4)
It is affirmed that David Diskin dba Applied Office meets the following criteria:
✓ Minimum of 10 Years of Experience Training and Delivering on Microsoft Office Applications
✓ Extensive Knowledge of Microsoft 365, Adobe Acrobat, HTML, Power BI, Power Query, Windows, and SharePoint
✓ Certified Microsoft Office Specialist (MOS) “Master” Level Further, David Diskin can (and has been) deliver classes at the City’s training center and via Microsoft Teams.
Further, David Diskin dba Applied Office will comply with all City of Stockton regulations, including:
✓ Execution of the Professional Services Agreement (PSA) ✓ Provide a Certificate of Insurance
✓ Execution of a Mutual Non-Disclosure Agreement (MNDA) ✓ Hold Appropriate Business Licenses
All services will be billed at a flat, hourly rate.
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Method of Approach (5.2)
Scope of Work (5.2.1)
David Diskin dba Applied Office has read and understands the requirements of the Scope of Work.
This proposal is to provide live, instructor-led training for City employees on Microsoft 365, Adobe, and other apps and technologies as requested, online and in person.
Meeting Scope Requirements (5.2.2)
Training Methods
Interactive sessions allow employees to follow along on their workstations, onsite or remotely, while watching the instructor’s display and asking questions as they learn.
Lecture sessions allow employees to “watch and learn” via the instructor’s display, allowing for them to practice on their own time after the lecture has ended.
Locations
Onsite classes will be held at your training facilities in Stockton.
Remote classes will be broadcast via Teams, Zoom, or Webex.
Class Size
This proposal is offered as a flat rate, regardless of the number of participants in any session. However, to ensure attendees have a positive experience, a maximum number of attendees is recommended:
Interactive Lecture
Onsite 18 Max 50 Max
Remote 30 Max 100 Max
ATTACHMENT A
Classes may also be limited based on the size of your training facility and network capabilities.
Equipment and Technologies
For all onsite sessions, you will provide a workstation, projector, and screen for the instructor’s use. It is recommended that you provide workstations (or laptops) for each of your participants or enough for them to pair up. All workstations will need to have Microsoft 365 installed, or access to a remote service. It is recommended that internet and network access be made available to the instructor and all participants.
Sample files will be made available for training via email, USB, or network access prior to the class. You will also provide a parking permit.
For all remote sessions, you will provide a license for a delivery service such as Microsoft Teams.
For all sessions, you will provide an Microsoft 365 license at E3/G3 or higher for instructor’s use. (Other classes, such as Power BI Service, may require additional licenses.)
Class Dates, Duration, and Times
Your instructor is available for classes most days starting September 2025. When you are ready, we can compare calendars and select dates for training.
Most classes are full day (six hours). This proposal is priced for a specific number of hours of training, regardless of the number of classes.
Materials
Materials provided include a class description, and may include additional handouts such as an agenda or “cheat sheets” to help attendees recall information they have learned after the class. They will be provided at no charge as PDFs which you may distribute via handouts and/or your intranet to attendees and other employees or printed using your resources.
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Attendance Reporting
Starting with this new contract, David will provide reports that summarize class attendance by topic and department, top attendees, top classes, number of learning hours, and other metrics including those gathered from the aforementioned survey.
An hourly rate may apply for initial development.
Class Schedule and Topics
Refer to the Course Listing (sent as an attachment) for available classes. Additional topics can be added upon request. If a requested topic requires the instructor to learn new material, an hourly rate may apply.
Class Cancellation
Classes may be cancelled or rescheduled with 2 business days’ notice, for any reason, and no charge will be incurred. Classes cancelled or rescheduled with less than 2 business days’ notice will be charged for one (1) hour.
Likewise, this quote assumes no minimum and you are not required to schedule all available days/hours/classes to maintain the listed price.
Best Practices (5.2.3)
To ensure the highest quality training experience, Applied Office adheres to pedagogical and information technology best practices that enhance engagement, retention, and application of knowledge. For instance,
• Active Learning: Most training sessions incorporate hands-on exercises, using real-world scenarios, with classroom discussions.
• Customized Content: Courses are tailored to meet the specific needs of the City, often specific to employees' departments and skill, ensuring relevance. • Feedback-Driven: Immediate feedback from attendees and post-class surveys allows for continuous refinement of course content and delivery.
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• Follow-Up Resources: Materials such as recorded sessions reinforce learning, reach more employees, and provide self-guided support on demand.
Quality Assurance (5.2.4)
Per our prior agreements, David launched a survey that all attendees are encouraged (and reminded) to complete after each class. The results and raw data of this survey are available to select City employees at any time.
As of March 10, 2025, KPIs from the survey’s 868 results include:
Class Objectives were Clearly Stated Class Objectives were Met or Exceeded Trainer had a Thorough Knowledge of the Subject Trainer Sufficiently Answered Questions Trainer Kept the Class Moving
at a Good Pace
Trainer was Positive, Helpful, and
Encouraged Participation
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Consulting Services (Optional)
In addition to instructor-led training classes, this proposal offers additional services to be provided as determined by the City.
Curriculum and Learning
David is available to assist in the authoring and editing of learning assets including, but not limited to:
• quick reference materials and other documentation
• presentations and videos
• SharePoint sites and pages that focus on training
David is also available to consult on training lab design, including room layout, hardware selection, software and technology integration, and lab policies to optimize the learning environment.
One-on-One Assistance and Consulting
To help individuals and departments that need support beyond what the IT Help Desk can provide, David may assist with questions and projects related to Microsoft 365 including, but not limited to:
• spreadsheets, including templates and macros
• building and administering sites, libraries, and pages in SharePoint • assistance maintaining Access databases
All requests under this heading require prior approval from the Technology Training Coordinator.
ATTACHMENT A
Resume (Appendix A)
David Diskin is a certified Microsoft Office "Master" and works with small businesses and government agencies daily by helping them become more efficient with Microsoft
Office. He has been using Microsoft Office since 1995,
honing his skills in each application for “real world” use through training, consulting, and development.
David began training others on computer software in 1992 and has developed a reputation for being patient with all users yet technically savvy enough to impress power users. His delivery is high- energy, clear, and packed with relevant examples and useful tips.
Living in Lodi, CA, he spends much of his free time assisting non-profit organizations.
Clients
David’s clients include Blue Diamond Growers,
Delta Health Systems, Adventist Health,
Illumina, EDF Renewables, Grocery Outlet, the
University of the Pacific, Cal-Waste Recovery,
and many government agencies including the
California Department of Justice and the City of
Stockton.
Skilled Areas
Operating Systems: All versions of Microsoft
Windows from 3.1 to Windows 11.
Applications: Microsoft Word, Excel, Outlook,
OneNote, Access, Publisher, Visio, PowerPoint,
Project, Loop, Teams, Power BI, OneDrive,
Power Automate, Forms, SharePoint, and many
more.
Other Skills: Database design and
implementation, public speaking, technical
documentation, graphic and website design,
social networking, video production, and
photography.
Certification
David possesses the following certificates:
• CompTia iNet+ Certification
• Microsoft Office User Specialist: Master
• Microsoft Certified Professional
• The Dale Carnegie Course
Community Support
David is a proud supporter of the following:
• Breakthrough Project of Lodi
• World of Wonders Science Museum
• Museum of Science and Curiosity
• Harvest Home Animal Sanctuary
For 10 years, David also ran Leadership Lodi and
is a graduate of both Leadership Lodi and
Leadership Stockton.
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Attachment B – Proponent’s Covenant
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Attachment C – Non-Collusion Affidavit
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Attachment D - References
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Attachment E - Financial Capacity
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Attachment F - Price Sheet
Per RFP requirements, this has been provided as a separate attachment.
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Attachment G – Subcontractors
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Attachment H – Exceptions
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Conclusion
Thank you for allowing me to present this proposal. Please keep in mind that many aspects of this proposal can be tailored to your specific needs.
Sincerely,
David Diskin, Applied Office
209-610-0651
[email protected]
ATTACHMENT A